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2022-05-04

Wtf? One summarise news report can cause such effect

What's Dragging Alibaba, Meituan And Other Tech Peers In Hong Kong Today?

2022-03-15

Why?

Sorry, the original content has been removed

2023-04-01

In the sphere of digital media it's always content and sharing platform, Apple might be a good platform to bring the fight to Netflix. Disney+ is a bit behind in terms of smoothness of the system

Analyst Explains Why Apple and Disney Are "Worth More Together"

2023-04-13

Can we look at this as a strategy to capture market share for servicing and maintenance likenormal car since there is now a significant number for 'install base'?

Tesla Earnings: "Warpath" on Prices Puts Profit Margins in the Spotlight

09-29

Great article. Shared good insights

AI Data Center Boom Spurs Race to Find Power

2023-04-05

It's really nice of tiger to have such campaign!Support pls!!

Go to Tiger App to see more news

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Shared good insights","listText":"Great article. Shared good insights","text":"Great article. Shared good insights","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354586457247792","repostId":"2470801775","repostType":2,"repost":{"id":"2470801775","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":1727527884,"share":"https://ttm.financial/m/news/2470801775?lang=&edition=fundamental","pubTime":"2024-09-28 20:51","market":"us","language":"en","title":"AI Data Center Boom Spurs Race to Find Power","url":"https://stock-news.laohu8.com/highlight/detail?id=2470801775","media":"Dow Jones","summary":"By Jennifer Hiller | Photographs by Maddie McGarvey for WSJ. Tech companies scouring the country for electricity to power artificial intelligence are increasingly finding there is a waiting list.In many places the nation's high-voltage electric wires are running out of room, their connection points locked up by data centers for AI, new factories or charging infrastructure for electric vehicles.A mad dash to lock up available power has ensued.The tech industry is pinballing from one market to the next looking for places with the capacity to connect campuses that would consume up to a gigawatt of power -- about as much as San Francisco uses. Some requests are as much as four to five times as large as that.In Santa Clara, Calif., one of the tech industry's hometown utilities, Silicon Valley Power, has stopped taking requests for electric service for additional data centers. SVP said it faces transmission and power generation constraints that it can't solve until the early 2030s.AI arrives","content":"<html><head></head><body><p>Tech companies scouring the country for electricity to power artificial intelligence are increasingly finding there is a waiting list.</p><p>In many places the nation&#39;s high-voltage electric wires are running out of room, their connection points locked up by data centers for AI, new factories or charging infrastructure for electric vehicles.</p><p>A mad dash to lock up available power has ensued.</p><p>The tech industry is pinballing from one market to the next looking for places with the capacity to connect campuses that would consume up to a gigawatt of power -- about as much as San Francisco uses. Some requests are as much as four to five times as large as that.</p><p>But wires are getting so crowded that some prospective data center customers -- which request far more power than other users -- are being told they may have to wait until the next decade to get the power they are seeking. Others are receiving less power than they expected.</p><p>In Salt Lake City, there is a moratorium on larger power requests. The data center industry considers it closed for business.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5b52b756643d19e36c770abb0766815e\" alt=\"2023 年数据中心占总电力消耗的份额\" title=\"2023 年数据中心占总电力消耗的份额\" tg-width=\"1400\" tg-height=\"856\"/><span>2023 年数据中心占总电力消耗的份额</span></p><p>In Santa Clara, Calif., one of the tech industry&#39;s hometown utilities, Silicon Valley Power, has stopped taking requests for electric service for additional data centers. SVP said it faces transmission and power generation constraints that it can&#39;t solve until the early 2030s.</p><p>In Virginia -- the world&#39;s largest data center market -- Dominion Energy said it is temporarily rationing power to some new data centers until new transmission lines can be finished, even as the utility adds around 15 data centers a year.</p><p>The growing pains are also sparking fights over how to pay for potentially billions of dollars in upgrades to the grid.</p><p>In central Ohio, the biggest power line in the Midwest will run out of transmission capacity in 2028. American Electric Power, which owns the line, has proposed a new, higher electricity rate for data centers and cryptocurrency miners that would lock them in as customers for a decade. The companies are balking.</p><p>&#34;The amount of infrastructure required to deliver on that is immense,&#34; said Marc Reitter, president and chief operating officer of AEP Ohio. &#34;We need certainty.&#34;</p><p>Thirst for power</p><p>AI is a fast-growing source of spending by tech companies that say they are on the cusp of the biggest boom since the internet, with implications for national security and the economy. But a search on a generative AI platform such as ChatGPT can use at least 10 times the amount of energy as a google search. Data centers could use as much as 9% of U.S. electricity by 2030, according to the Electric Power Research Institute.</p><p>AI arrives in tandem with other new strains on the grid: manufacturing plants spurred by tax policies under the Inflation Reduction Act, and a push in some states for more electric power for transportation, heat and heavy industry. It is the first meaningful demand growth this century for the electricity industry.</p><p>For example, Phoenix has become a key data center market and is in the midst of a manufacturing boom. Utility Arizona Public Service proposes building 800 miles of new transmission lines or upgrades in the next decade because its existing transmission capacity will be &#34;consumed&#34; before 2030.</p><p>Transmission constraints are the first pinch point that many utilities are flagging as those kinds of upgrades can take several years. But there are calls for added power generation. Goldman Sachs estimates around 47 gigawatts of new power generation capacity will be required to support U.S. data center power demand growth through 2030.</p><p>Analysts at Fitch Ratings say utilities also risk overestimating the demand from data centers and overbuilding, given the inconsistent ways that the industry tallies future demand.</p><p>Power for three New Yorks</p><p>In the heart of Ohio, American Electric Power&#39;s 765-kilovolt bulk transmission system provides a backbone of reliable power that has vacuumed in new data centers. The amount of electricity used in the region will roughly double by 2028, which AEP can accommodate.</p><p>After 2028, AEP says it has three New York Cities worth of data centers asking to connect to the grid, but no way to discern which are serious customers or just looky-loos shopping multiple markets. It halted new service requests from data centers more than a year ago.</p><p>AEP&#39;s Reitter said long-term contracts and higher rates would protect customers such as homeowners and other businesses in case the tech companies leave later.</p><p>Companies of all kinds are fighting the idea.</p><p>The Ohio Manufacturers&#39; Association wants a study on transmission constraints and opposes the AEP request because it would avoid the usual rate-making process, including studies that delve into the cost to provide new service.</p><p>Google argued in regulatory filings that it has invested $6.7 billion in data centers across central Ohio and wants state regulators to investigate the best ways to manage growth, handling any changes to rates in a formal rate case. The Data Center Coalition trade group, of which Google and other tech companies are members, suggested an eight-year minimum commitment, short of AEP&#39;s decadelong request.</p><p>The Ohio Consumers&#39; Counsel, meanwhile, has argued that residential customers &#34;should not be forced to subsidize utility investment to accommodate data centers operated by multibillion and trillion-dollar companies.&#34;</p><p>Akshat Kasliwal at PA Consulting Group, who advises tech and power companies, said AEP&#39;s conundrum is that it needs to invest in transmission to add more data centers. But if it charges higher rates to cover that cost, data centers might go elsewhere after the money has been spent, leaving other customers holding the bag.</p><p>Take-or-pay contracts</p><p>Other utilities are also looking at ways to shield customers from costly grid investments that data centers later decide they don&#39;t need.</p><p>Xcel Energy has a peak demand of around 22 gigawatts across its multistate system but around 6.7 gigawatts of new data center requests, largely in Colorado and Minnesota. Executives say the system will need transmission upgrades and new power generation, as well as a way to be fair to all customers.</p><p>Chief Financial Officer Brian Van Abel said in an August earnings call the company would consider things such as &#34;take-or-pay&#34; contracts that require data centers to pay for a minimum amount of power no matter how much is used.</p><p>Arizona Public Service tests a project&#39;s seriousness by telling new large customers it puts minimum thresholds on bills to cover the cost of needed investments.</p><p>&#34;Some customers may shy away from those commitments,&#34; said Ted Geisler, president of APS, &#34;and that&#39;s a good indicator to us that maybe they&#39;re not as committed yet as others.&#34;</p><p>Andy Cvengros, managing director with real-estate services firm JLL, said utilities are getting wise in the face of speculative requests for power from everyone, whether from farmers with land along a transmission line or private-equity investors. Requests don&#39;t always have solid projects with tenants behind them.</p><p>&#34;We have companies that didn&#39;t exist 24 months ago now asking for 100 megawatts of power,&#34; Cvengros said. &#34;What&#39;s the real demand?&#34;</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>AI Data Center Boom Spurs Race to Find Power</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\">\nAI Data Center Boom Spurs Race to Find Power\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-28 20:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tech companies scouring the country for electricity to power artificial intelligence are increasingly finding there is a waiting list.</p><p>In many places the nation&#39;s high-voltage electric wires are running out of room, their connection points locked up by data centers for AI, new factories or charging infrastructure for electric vehicles.</p><p>A mad dash to lock up available power has ensued.</p><p>The tech industry is pinballing from one market to the next looking for places with the capacity to connect campuses that would consume up to a gigawatt of power -- about as much as San Francisco uses. Some requests are as much as four to five times as large as that.</p><p>But wires are getting so crowded that some prospective data center customers -- which request far more power than other users -- are being told they may have to wait until the next decade to get the power they are seeking. Others are receiving less power than they expected.</p><p>In Salt Lake City, there is a moratorium on larger power requests. The data center industry considers it closed for business.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5b52b756643d19e36c770abb0766815e\" alt=\"2023 年数据中心占总电力消耗的份额\" title=\"2023 年数据中心占总电力消耗的份额\" tg-width=\"1400\" tg-height=\"856\"/><span>2023 年数据中心占总电力消耗的份额</span></p><p>In Santa Clara, Calif., one of the tech industry&#39;s hometown utilities, Silicon Valley Power, has stopped taking requests for electric service for additional data centers. SVP said it faces transmission and power generation constraints that it can&#39;t solve until the early 2030s.</p><p>In Virginia -- the world&#39;s largest data center market -- Dominion Energy said it is temporarily rationing power to some new data centers until new transmission lines can be finished, even as the utility adds around 15 data centers a year.</p><p>The growing pains are also sparking fights over how to pay for potentially billions of dollars in upgrades to the grid.</p><p>In central Ohio, the biggest power line in the Midwest will run out of transmission capacity in 2028. American Electric Power, which owns the line, has proposed a new, higher electricity rate for data centers and cryptocurrency miners that would lock them in as customers for a decade. The companies are balking.</p><p>&#34;The amount of infrastructure required to deliver on that is immense,&#34; said Marc Reitter, president and chief operating officer of AEP Ohio. &#34;We need certainty.&#34;</p><p>Thirst for power</p><p>AI is a fast-growing source of spending by tech companies that say they are on the cusp of the biggest boom since the internet, with implications for national security and the economy. But a search on a generative AI platform such as ChatGPT can use at least 10 times the amount of energy as a google search. Data centers could use as much as 9% of U.S. electricity by 2030, according to the Electric Power Research Institute.</p><p>AI arrives in tandem with other new strains on the grid: manufacturing plants spurred by tax policies under the Inflation Reduction Act, and a push in some states for more electric power for transportation, heat and heavy industry. It is the first meaningful demand growth this century for the electricity industry.</p><p>For example, Phoenix has become a key data center market and is in the midst of a manufacturing boom. Utility Arizona Public Service proposes building 800 miles of new transmission lines or upgrades in the next decade because its existing transmission capacity will be &#34;consumed&#34; before 2030.</p><p>Transmission constraints are the first pinch point that many utilities are flagging as those kinds of upgrades can take several years. But there are calls for added power generation. Goldman Sachs estimates around 47 gigawatts of new power generation capacity will be required to support U.S. data center power demand growth through 2030.</p><p>Analysts at Fitch Ratings say utilities also risk overestimating the demand from data centers and overbuilding, given the inconsistent ways that the industry tallies future demand.</p><p>Power for three New Yorks</p><p>In the heart of Ohio, American Electric Power&#39;s 765-kilovolt bulk transmission system provides a backbone of reliable power that has vacuumed in new data centers. The amount of electricity used in the region will roughly double by 2028, which AEP can accommodate.</p><p>After 2028, AEP says it has three New York Cities worth of data centers asking to connect to the grid, but no way to discern which are serious customers or just looky-loos shopping multiple markets. It halted new service requests from data centers more than a year ago.</p><p>AEP&#39;s Reitter said long-term contracts and higher rates would protect customers such as homeowners and other businesses in case the tech companies leave later.</p><p>Companies of all kinds are fighting the idea.</p><p>The Ohio Manufacturers&#39; Association wants a study on transmission constraints and opposes the AEP request because it would avoid the usual rate-making process, including studies that delve into the cost to provide new service.</p><p>Google argued in regulatory filings that it has invested $6.7 billion in data centers across central Ohio and wants state regulators to investigate the best ways to manage growth, handling any changes to rates in a formal rate case. The Data Center Coalition trade group, of which Google and other tech companies are members, suggested an eight-year minimum commitment, short of AEP&#39;s decadelong request.</p><p>The Ohio Consumers&#39; Counsel, meanwhile, has argued that residential customers &#34;should not be forced to subsidize utility investment to accommodate data centers operated by multibillion and trillion-dollar companies.&#34;</p><p>Akshat Kasliwal at PA Consulting Group, who advises tech and power companies, said AEP&#39;s conundrum is that it needs to invest in transmission to add more data centers. But if it charges higher rates to cover that cost, data centers might go elsewhere after the money has been spent, leaving other customers holding the bag.</p><p>Take-or-pay contracts</p><p>Other utilities are also looking at ways to shield customers from costly grid investments that data centers later decide they don&#39;t need.</p><p>Xcel Energy has a peak demand of around 22 gigawatts across its multistate system but around 6.7 gigawatts of new data center requests, largely in Colorado and Minnesota. Executives say the system will need transmission upgrades and new power generation, as well as a way to be fair to all customers.</p><p>Chief Financial Officer Brian Van Abel said in an August earnings call the company would consider things such as &#34;take-or-pay&#34; contracts that require data centers to pay for a minimum amount of power no matter how much is used.</p><p>Arizona Public Service tests a project&#39;s seriousness by telling new large customers it puts minimum thresholds on bills to cover the cost of needed investments.</p><p>&#34;Some customers may shy away from those commitments,&#34; said Ted Geisler, president of APS, &#34;and that&#39;s a good indicator to us that maybe they&#39;re not as committed yet as others.&#34;</p><p>Andy Cvengros, managing director with real-estate services firm JLL, said utilities are getting wise in the face of speculative requests for power from everyone, whether from farmers with land along a transmission line or private-equity investors. Requests don&#39;t always have solid projects with tenants behind them.</p><p>&#34;We have companies that didn&#39;t exist 24 months ago now asking for 100 megawatts of power,&#34; Cvengros said. &#34;What&#39;s the real demand?&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4234":"特殊用途房地产信托","BK6051":"信息科技咨询与其它服务","BK4084":"特种房地产投资信托",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2470801775","content_text":"Tech companies scouring the country for electricity to power artificial intelligence are increasingly finding there is a waiting list.In many places the nation's high-voltage electric wires are running out of room, their connection points locked up by data centers for AI, new factories or charging infrastructure for electric vehicles.A mad dash to lock up available power has ensued.The tech industry is pinballing from one market to the next looking for places with the capacity to connect campuses that would consume up to a gigawatt of power -- about as much as San Francisco uses. Some requests are as much as four to five times as large as that.But wires are getting so crowded that some prospective data center customers -- which request far more power than other users -- are being told they may have to wait until the next decade to get the power they are seeking. Others are receiving less power than they expected.In Salt Lake City, there is a moratorium on larger power requests. The data center industry considers it closed for business.2023 年数据中心占总电力消耗的份额In Santa Clara, Calif., one of the tech industry's hometown utilities, Silicon Valley Power, has stopped taking requests for electric service for additional data centers. SVP said it faces transmission and power generation constraints that it can't solve until the early 2030s.In Virginia -- the world's largest data center market -- Dominion Energy said it is temporarily rationing power to some new data centers until new transmission lines can be finished, even as the utility adds around 15 data centers a year.The growing pains are also sparking fights over how to pay for potentially billions of dollars in upgrades to the grid.In central Ohio, the biggest power line in the Midwest will run out of transmission capacity in 2028. American Electric Power, which owns the line, has proposed a new, higher electricity rate for data centers and cryptocurrency miners that would lock them in as customers for a decade. The companies are balking.\"The amount of infrastructure required to deliver on that is immense,\" said Marc Reitter, president and chief operating officer of AEP Ohio. \"We need certainty.\"Thirst for powerAI is a fast-growing source of spending by tech companies that say they are on the cusp of the biggest boom since the internet, with implications for national security and the economy. But a search on a generative AI platform such as ChatGPT can use at least 10 times the amount of energy as a google search. Data centers could use as much as 9% of U.S. electricity by 2030, according to the Electric Power Research Institute.AI arrives in tandem with other new strains on the grid: manufacturing plants spurred by tax policies under the Inflation Reduction Act, and a push in some states for more electric power for transportation, heat and heavy industry. It is the first meaningful demand growth this century for the electricity industry.For example, Phoenix has become a key data center market and is in the midst of a manufacturing boom. Utility Arizona Public Service proposes building 800 miles of new transmission lines or upgrades in the next decade because its existing transmission capacity will be \"consumed\" before 2030.Transmission constraints are the first pinch point that many utilities are flagging as those kinds of upgrades can take several years. But there are calls for added power generation. Goldman Sachs estimates around 47 gigawatts of new power generation capacity will be required to support U.S. data center power demand growth through 2030.Analysts at Fitch Ratings say utilities also risk overestimating the demand from data centers and overbuilding, given the inconsistent ways that the industry tallies future demand.Power for three New YorksIn the heart of Ohio, American Electric Power's 765-kilovolt bulk transmission system provides a backbone of reliable power that has vacuumed in new data centers. The amount of electricity used in the region will roughly double by 2028, which AEP can accommodate.After 2028, AEP says it has three New York Cities worth of data centers asking to connect to the grid, but no way to discern which are serious customers or just looky-loos shopping multiple markets. It halted new service requests from data centers more than a year ago.AEP's Reitter said long-term contracts and higher rates would protect customers such as homeowners and other businesses in case the tech companies leave later.Companies of all kinds are fighting the idea.The Ohio Manufacturers' Association wants a study on transmission constraints and opposes the AEP request because it would avoid the usual rate-making process, including studies that delve into the cost to provide new service.Google argued in regulatory filings that it has invested $6.7 billion in data centers across central Ohio and wants state regulators to investigate the best ways to manage growth, handling any changes to rates in a formal rate case. The Data Center Coalition trade group, of which Google and other tech companies are members, suggested an eight-year minimum commitment, short of AEP's decadelong request.The Ohio Consumers' Counsel, meanwhile, has argued that residential customers \"should not be forced to subsidize utility investment to accommodate data centers operated by multibillion and trillion-dollar companies.\"Akshat Kasliwal at PA Consulting Group, who advises tech and power companies, said AEP's conundrum is that it needs to invest in transmission to add more data centers. But if it charges higher rates to cover that cost, data centers might go elsewhere after the money has been spent, leaving other customers holding the bag.Take-or-pay contractsOther utilities are also looking at ways to shield customers from costly grid investments that data centers later decide they don't need.Xcel Energy has a peak demand of around 22 gigawatts across its multistate system but around 6.7 gigawatts of new data center requests, largely in Colorado and Minnesota. Executives say the system will need transmission upgrades and new power generation, as well as a way to be fair to all customers.Chief Financial Officer Brian Van Abel said in an August earnings call the company would consider things such as \"take-or-pay\" contracts that require data centers to pay for a minimum amount of power no matter how much is used.Arizona Public Service tests a project's seriousness by telling new large customers it puts minimum thresholds on bills to cover the cost of needed investments.\"Some customers may shy away from those commitments,\" said Ted Geisler, president of APS, \"and that's a good indicator to us that maybe they're not as committed yet as others.\"Andy Cvengros, managing director with real-estate services firm JLL, said utilities are getting wise in the face of speculative requests for power from everyone, whether from farmers with land along a transmission line or private-equity investors. Requests don't always have solid projects with tenants behind them.\"We have companies that didn't exist 24 months ago now asking for 100 megawatts of power,\" Cvengros said. \"What's the real demand?\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945965201,"gmtCreate":1681351179503,"gmtModify":1681351184900,"author":{"id":"4101184982262530","authorId":"4101184982262530","name":"TedCheung","avatar":"https://community-static.tradeup.com/news/2ed9550c0821ec1e212b3959a79fb27f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101184982262530","authorIdStr":"4101184982262530"},"themes":[],"htmlText":"Can we look at this as a strategy to capture market share for servicing and maintenance likenormal car since there is now a significant number for 'install base'?","listText":"Can we look at this as a strategy to capture market share for servicing and maintenance likenormal car since there is now a significant number for 'install base'?","text":"Can we look at this as a strategy to capture market share for servicing and maintenance likenormal car since there is now a significant number for 'install base'?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945965201","repostId":"1109635079","repostType":2,"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948636323,"gmtCreate":1680694552163,"gmtModify":1680696615352,"author":{"id":"4101184982262530","authorId":"4101184982262530","name":"TedCheung","avatar":"https://community-static.tradeup.com/news/2ed9550c0821ec1e212b3959a79fb27f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101184982262530","authorIdStr":"4101184982262530"},"themes":[],"htmlText":"It's really nice of tiger to have such campaign!Support pls!!","listText":"It's really nice of tiger to have such campaign!Support pls!!","text":"It's really nice of tiger to have such campaign!Support pls!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948636323","isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941254767,"gmtCreate":1680315264460,"gmtModify":1680315486306,"author":{"id":"4101184982262530","authorId":"4101184982262530","name":"TedCheung","avatar":"https://community-static.tradeup.com/news/2ed9550c0821ec1e212b3959a79fb27f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101184982262530","authorIdStr":"4101184982262530"},"themes":[],"htmlText":"In the sphere of digital media it's always content and sharing platform, Apple might be a good platform to bring the fight to Netflix. Disney+ is a bit behind in terms of smoothness of the system","listText":"In the sphere of digital media it's always content and sharing platform, Apple might be a good platform to bring the fight to Netflix. Disney+ is a bit behind in terms of smoothness of the system","text":"In the sphere of digital media it's always content and sharing platform, Apple might be a good platform to bring the fight to Netflix. Disney+ is a bit behind in terms of smoothness of the system","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941254767","repostId":"2323829744","repostType":2,"repost":{"id":"2323829744","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":1680254052,"share":"https://ttm.financial/m/news/2323829744?lang=&edition=fundamental","pubTime":"2023-03-31 17:14","market":"us","language":"en","title":"Analyst Explains Why Apple and Disney Are \"Worth More Together\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2323829744","media":"Dow Jones","summary":"For years, it's been touted as the ultimate corporate power couple: Apple Inc. merging with Walt Dis","content":"<html><head></head><body><p>For years, it&#39;s been touted as the ultimate corporate power couple: Apple Inc. merging with Walt Disney Co.</p><p>Now, an influential Wall Street analyst believes Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> could acquire Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a> in a mega-move that makes them worth more together than separately. Needham analyst Laura Martin believes the iPhone maker will be worth 15% to 25% more if combined with the Magic Kingdom.</p><p>&#34;We believe that great content and a strong distribution footprint are complementary networks,&#34; Martin wrote Thursday. &#34;That is, both are worth more if they have the other.&#34;</p><p>Martin notes Apple is best at distributing content globally via 2 billion high-end mobile devices owned by 1.25 billion affluent customers. Disney, conversely, excels at creating world-class content that is distributed globally across digital screens, as well as the real world through theaters, parks, hotels and cruises, according to Martin.</p><p>&#34;We argue that the best way to think about AAPL&#39;s valuation, pricing power, competitive advantage period and barriers to entry is through the lens of 1.25B of the wealthiest consumers in the world, using 2B active AAPL devices an average of 4 hours per day,&#34; Martin wrote.</p><p>Disney&#39;s stock was up 1% in late-morning trading Thursday, while shares of Apple are up nearly 1%.</p><p>Speculation surrounding a potential Apple-Disney marriage has percolated for years, dating to the late Steve Jobs&#39;s reign as chief executive in the early 2000s. Disney CEO Bob Iger considered Jobs a close friend and hinted that if not for Jobs&#39;s death in late 2011, the two companies likely would have merged or at least discussed the possibility.</p><p>Before dismissing the notion of two media behemoths melding, consider this: Under Iger, Disney has spent nearly $100 billion snapping up companies such as Pixar (which Jobs ran as CEO), Marvel, Lucasfilm and 21st Century Fox.</p><p>There&#39;s one acquisition Iger has publicly lamented as a transformative deal that got away, however: combining Disney with Apple.</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>Analyst Explains Why Apple and Disney Are \"Worth More Together\"</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\">\nAnalyst Explains Why Apple and Disney Are \"Worth More Together\"\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\">2023-03-31 17:14</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>For years, it&#39;s been touted as the ultimate corporate power couple: Apple Inc. merging with Walt Disney Co.</p><p>Now, an influential Wall Street analyst believes Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> could acquire Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a> in a mega-move that makes them worth more together than separately. Needham analyst Laura Martin believes the iPhone maker will be worth 15% to 25% more if combined with the Magic Kingdom.</p><p>&#34;We believe that great content and a strong distribution footprint are complementary networks,&#34; Martin wrote Thursday. &#34;That is, both are worth more if they have the other.&#34;</p><p>Martin notes Apple is best at distributing content globally via 2 billion high-end mobile devices owned by 1.25 billion affluent customers. Disney, conversely, excels at creating world-class content that is distributed globally across digital screens, as well as the real world through theaters, parks, hotels and cruises, according to Martin.</p><p>&#34;We argue that the best way to think about AAPL&#39;s valuation, pricing power, competitive advantage period and barriers to entry is through the lens of 1.25B of the wealthiest consumers in the world, using 2B active AAPL devices an average of 4 hours per day,&#34; Martin wrote.</p><p>Disney&#39;s stock was up 1% in late-morning trading Thursday, while shares of Apple are up nearly 1%.</p><p>Speculation surrounding a potential Apple-Disney marriage has percolated for years, dating to the late Steve Jobs&#39;s reign as chief executive in the early 2000s. Disney CEO Bob Iger considered Jobs a close friend and hinted that if not for Jobs&#39;s death in late 2011, the two companies likely would have merged or at least discussed the possibility.</p><p>Before dismissing the notion of two media behemoths melding, consider this: Under Iger, Disney has spent nearly $100 billion snapping up companies such as Pixar (which Jobs ran as CEO), Marvel, Lucasfilm and 21st Century Fox.</p><p>There&#39;s one acquisition Iger has publicly lamented as a transformative deal that got away, however: combining Disney with Apple.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323829744","content_text":"For years, it's been touted as the ultimate corporate power couple: Apple Inc. merging with Walt Disney Co.Now, an influential Wall Street analyst believes Apple $(AAPL)$ could acquire Disney $(DIS)$ in a mega-move that makes them worth more together than separately. Needham analyst Laura Martin believes the iPhone maker will be worth 15% to 25% more if combined with the Magic Kingdom.\"We believe that great content and a strong distribution footprint are complementary networks,\" Martin wrote Thursday. \"That is, both are worth more if they have the other.\"Martin notes Apple is best at distributing content globally via 2 billion high-end mobile devices owned by 1.25 billion affluent customers. Disney, conversely, excels at creating world-class content that is distributed globally across digital screens, as well as the real world through theaters, parks, hotels and cruises, according to Martin.\"We argue that the best way to think about AAPL's valuation, pricing power, competitive advantage period and barriers to entry is through the lens of 1.25B of the wealthiest consumers in the world, using 2B active AAPL devices an average of 4 hours per day,\" Martin wrote.Disney's stock was up 1% in late-morning trading Thursday, while shares of Apple are up nearly 1%.Speculation surrounding a potential Apple-Disney marriage has percolated for years, dating to the late Steve Jobs's reign as chief executive in the early 2000s. Disney CEO Bob Iger considered Jobs a close friend and hinted that if not for Jobs's death in late 2011, the two companies likely would have merged or at least discussed the possibility.Before dismissing the notion of two media behemoths melding, consider this: Under Iger, Disney has spent nearly $100 billion snapping up companies such as Pixar (which Jobs ran as CEO), Marvel, Lucasfilm and 21st Century Fox.There's one acquisition Iger has publicly lamented as a transformative deal that got away, however: combining Disney with Apple.","news_type":1},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9061568479,"gmtCreate":1651645599126,"gmtModify":1676534942041,"author":{"id":"4101184982262530","authorId":"4101184982262530","name":"TedCheung","avatar":"https://community-static.tradeup.com/news/2ed9550c0821ec1e212b3959a79fb27f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101184982262530","authorIdStr":"4101184982262530"},"themes":[],"htmlText":"Wtf? One summarise news report can cause such effect","listText":"Wtf? One summarise news report can cause such effect","text":"Wtf? One summarise news report can cause such effect","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061568479","repostId":"1103407259","repostType":2,"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032353803,"gmtCreate":1647299279264,"gmtModify":1676534212461,"author":{"id":"4101184982262530","authorId":"4101184982262530","name":"TedCheung","avatar":"https://community-static.tradeup.com/news/2ed9550c0821ec1e212b3959a79fb27f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101184982262530","authorIdStr":"4101184982262530"},"themes":[],"htmlText":"Why?","listText":"Why?","text":"Why?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032353803","repostId":"2219209972","repostType":2,"repost":{"id":"2219209972","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1647297540,"share":"https://ttm.financial/m/news/2219209972?lang=&edition=fundamental","pubTime":"2022-03-15 06:39","market":"us","language":"en","title":"Tech, Growth Stocks Lead Wall Street to Lower Close as Investors Focus on Interest Rates","url":"https://stock-news.laohu8.com/highlight/detail?id=2219209972","media":"Reuters","summary":"* Financial shares higher* Energy shares slip as Brent falls* All eyes on Fed policy meeting* Indexe","content":"<html><head></head><body><p>* Financial shares higher</p><p>* Energy shares slip as Brent falls</p><p>* All eyes on Fed policy meeting</p><p>* Indexes: Dow flat, S&amp;P 500 down 0.7%, Nasdaq down 2%</p><p>NEW YORK, March 14 (Reuters) - Major U.S. stock indexes closed mostly lower on Monday, led by a more than 2% drop in Nasdaq, as investors sold tech and big growth names ahead of this week&#39;s Federal Reserve meeting and an expected hike in interest rates.</p><p>The Dow ended flat, with financial and healthcare shares giving the index some support.</p><p>Developments in the Ukraine-Russia conflict added to investor caution as Russian and Ukrainian delegations held a fourth round of talks on Monday, but no progress was announced, while Russian forces allowed a first convoy of cars to escape Ukraine&#39;s besieged port of Mariupol.</p><p>Apple Inc shares fell 2.7% and weighed the most on the S&amp;P 500 and Nasdaq after its supplier Hon Hai Precision Industry Co Ltd, known as Foxconn, suspended operations in China&#39;s Shenzhen amid rising COVID-19 cases.</p><p>The Fed is expected to raise interest rates for the first time in three years Wednesday in an effort to combat rising inflation.</p><p>&#34;We&#39;re seeing that rotation into value and away from growth, and a lot of that is tied to what&#39;s happening to interest rates,&#34; said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p><p>&#34;Equity markets are going to be challenged going forward, and today is yet another example of that.&#34;</p><p>The technology sector and consumer discretionary were the biggest drags on the S&amp;P 500. Higher interest rates are a negative for tech and growth stocks because their valuations rely more heavily on future cash flows.</p><p>The Dow Jones Industrial Average rose 1.05 points to 32,945.24, the S&amp;P 500 lost 31.2 points, or 0.74%, to 4,173.11 and the Nasdaq Composite dropped 262.59 points, or 2.04%, to 12,581.22.</p><p>The Russell 2000 index of small capitalization stocks fell 1.9% and was down more than 20% from its November record closing high. The Cboe volatility index, also known as Wall Street&#39;s fear gauge, rose.</p><p>The S&amp;P financial index rose 1.3% as U.S. Treasury yields jumped to 2-1/2-year highs. The healthcare sector advanced 0.7%, with UnitedHealth Group up 1%.</p><p>Energy slid 2.9%, as Brent crude fell below $110 a barrel, a week after it rose as high as $139 due to the Ukraine crisis.</p><p>Oil and other commodity prices have shot up following tough Western sanctions against Russia.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 3.05-to-1 ratio; on Nasdaq, a 2.97-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 11 new 52-week highs and 32 new lows; the Nasdaq Composite recorded 26 new highs and 615 new lows.</p><p>Volume on U.S. exchanges was 14.26 billion shares, compared with the 13.7 billion average for the full session over the last 20 trading days.</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>Tech, Growth Stocks Lead Wall Street to Lower Close as Investors Focus on Interest Rates</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\">\nTech, Growth Stocks Lead Wall Street to Lower Close as Investors Focus on Interest Rates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2022-03-15 06:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>* Financial shares higher</p><p>* Energy shares slip as Brent falls</p><p>* All eyes on Fed policy meeting</p><p>* Indexes: Dow flat, S&amp;P 500 down 0.7%, Nasdaq down 2%</p><p>NEW YORK, March 14 (Reuters) - Major U.S. stock indexes closed mostly lower on Monday, led by a more than 2% drop in Nasdaq, as investors sold tech and big growth names ahead of this week&#39;s Federal Reserve meeting and an expected hike in interest rates.</p><p>The Dow ended flat, with financial and healthcare shares giving the index some support.</p><p>Developments in the Ukraine-Russia conflict added to investor caution as Russian and Ukrainian delegations held a fourth round of talks on Monday, but no progress was announced, while Russian forces allowed a first convoy of cars to escape Ukraine&#39;s besieged port of Mariupol.</p><p>Apple Inc shares fell 2.7% and weighed the most on the S&amp;P 500 and Nasdaq after its supplier Hon Hai Precision Industry Co Ltd, known as Foxconn, suspended operations in China&#39;s Shenzhen amid rising COVID-19 cases.</p><p>The Fed is expected to raise interest rates for the first time in three years Wednesday in an effort to combat rising inflation.</p><p>&#34;We&#39;re seeing that rotation into value and away from growth, and a lot of that is tied to what&#39;s happening to interest rates,&#34; said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.</p><p>&#34;Equity markets are going to be challenged going forward, and today is yet another example of that.&#34;</p><p>The technology sector and consumer discretionary were the biggest drags on the S&amp;P 500. Higher interest rates are a negative for tech and growth stocks because their valuations rely more heavily on future cash flows.</p><p>The Dow Jones Industrial Average rose 1.05 points to 32,945.24, the S&amp;P 500 lost 31.2 points, or 0.74%, to 4,173.11 and the Nasdaq Composite dropped 262.59 points, or 2.04%, to 12,581.22.</p><p>The Russell 2000 index of small capitalization stocks fell 1.9% and was down more than 20% from its November record closing high. The Cboe volatility index, also known as Wall Street&#39;s fear gauge, rose.</p><p>The S&amp;P financial index rose 1.3% as U.S. Treasury yields jumped to 2-1/2-year highs. The healthcare sector advanced 0.7%, with UnitedHealth Group up 1%.</p><p>Energy slid 2.9%, as Brent crude fell below $110 a barrel, a week after it rose as high as $139 due to the Ukraine crisis.</p><p>Oil and other commodity prices have shot up following tough Western sanctions against Russia.</p><p>Declining issues outnumbered advancing ones on the NYSE by a 3.05-to-1 ratio; on Nasdaq, a 2.97-to-1 ratio favored decliners.</p><p>The S&amp;P 500 posted 11 new 52-week highs and 32 new lows; the Nasdaq Composite recorded 26 new highs and 615 new lows.</p><p>Volume on U.S. exchanges was 14.26 billion shares, compared with the 13.7 billion average for the full session over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4539":"次新股","COMP":"Compass, Inc.","SDS":"两倍做空标普500ETF","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","BK4559":"巴菲特持仓",".IXIC":"NASDAQ Composite","OEF":"标普100指数ETF-iShares",".SPX":"S&P 500 Index","SSO":"两倍做多标普500ETF","OEX":"标普100","BK4550":"红杉资本持仓","SH":"标普500反向ETF","SPXU":"三倍做空标普500ETF","UPRO":"三倍做多标普500ETF","BK4079":"房地产服务","BK4581":"高盛持仓","BK4504":"桥水持仓","SPY":"标普500ETF","IVV":"标普500指数ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2219209972","content_text":"* Financial shares higher* Energy shares slip as Brent falls* All eyes on Fed policy meeting* Indexes: Dow flat, S&P 500 down 0.7%, Nasdaq down 2%NEW YORK, March 14 (Reuters) - Major U.S. stock indexes closed mostly lower on Monday, led by a more than 2% drop in Nasdaq, as investors sold tech and big growth names ahead of this week's Federal Reserve meeting and an expected hike in interest rates.The Dow ended flat, with financial and healthcare shares giving the index some support.Developments in the Ukraine-Russia conflict added to investor caution as Russian and Ukrainian delegations held a fourth round of talks on Monday, but no progress was announced, while Russian forces allowed a first convoy of cars to escape Ukraine's besieged port of Mariupol.Apple Inc shares fell 2.7% and weighed the most on the S&P 500 and Nasdaq after its supplier Hon Hai Precision Industry Co Ltd, known as Foxconn, suspended operations in China's Shenzhen amid rising COVID-19 cases.The Fed is expected to raise interest rates for the first time in three years Wednesday in an effort to combat rising inflation.\"We're seeing that rotation into value and away from growth, and a lot of that is tied to what's happening to interest rates,\" said Paul Nolte, portfolio manager at Kingsview Investment Management in Chicago.\"Equity markets are going to be challenged going forward, and today is yet another example of that.\"The technology sector and consumer discretionary were the biggest drags on the S&P 500. Higher interest rates are a negative for tech and growth stocks because their valuations rely more heavily on future cash flows.The Dow Jones Industrial Average rose 1.05 points to 32,945.24, the S&P 500 lost 31.2 points, or 0.74%, to 4,173.11 and the Nasdaq Composite dropped 262.59 points, or 2.04%, to 12,581.22.The Russell 2000 index of small capitalization stocks fell 1.9% and was down more than 20% from its November record closing high. The Cboe volatility index, also known as Wall Street's fear gauge, rose.The S&P financial index rose 1.3% as U.S. Treasury yields jumped to 2-1/2-year highs. The healthcare sector advanced 0.7%, with UnitedHealth Group up 1%.Energy slid 2.9%, as Brent crude fell below $110 a barrel, a week after it rose as high as $139 due to the Ukraine crisis.Oil and other commodity prices have shot up following tough Western sanctions against Russia.Declining issues outnumbered advancing ones on the NYSE by a 3.05-to-1 ratio; on Nasdaq, a 2.97-to-1 ratio favored decliners.The S&P 500 posted 11 new 52-week highs and 32 new lows; the Nasdaq Composite recorded 26 new highs and 615 new lows.Volume on U.S. exchanges was 14.26 billion shares, compared with the 13.7 billion average for the full session over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9061568479,"gmtCreate":1651645599126,"gmtModify":1676534942041,"author":{"id":"4101184982262530","authorId":"4101184982262530","name":"TedCheung","avatar":"https://community-static.tradeup.com/news/2ed9550c0821ec1e212b3959a79fb27f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101184982262530","idStr":"4101184982262530"},"themes":[],"htmlText":"Wtf? One summarise news report can cause such effect","listText":"Wtf? One summarise news report can cause such effect","text":"Wtf? One summarise news report can cause such effect","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9061568479","repostId":"1103407259","repostType":2,"repost":{"id":"1103407259","pubTimestamp":1651645287,"share":"https://ttm.financial/m/news/1103407259?lang=&edition=fundamental","pubTime":"2022-05-04 14:21","market":"hk","language":"en","title":"What's Dragging Alibaba, Meituan And Other Tech Peers In Hong Kong Today?","url":"https://stock-news.laohu8.com/highlight/detail?id=1103407259","media":"Benzinga","summary":"Shares of U.S.-listed Chinese tech giants Alibaba Group Holding Ltd, Baidu Inc, JD.Com, and Meituan ","content":"<html><head></head><body><p>Shares of U.S.-listed Chinese tech giants <b>Alibaba Group Holding Ltd</b>, <b>Baidu Inc</b>, <b>JD.Com</b>, and <b>Meituan Dianping</b> traded lower in Hong Kong on Wednesday at the press time.<img src=\"https://static.tigerbbs.com/9950be56a34bcf2e038dd8a76e390b14\" tg-width=\"536\" tg-height=\"192\" referrerpolicy=\"no-referrer\"/></p><p>Stocks of these Chinese tech giants were a mixed bag in U.S. markets on Tuesday.</p><p>Government data showed that Hong Kong’s economy shrank by 4% during the first quarter of 2022, worse than analyst expectations, as businesses were hammered by the fifth wave of COVID-19 and rising infections across the border in mainland China. The contraction is Hong Kong&#39;s first since the fourth quarter of 2020.</p><p>Investors will also be looking ahead to the U.S. Federal Reserve’s interest rate decision later today. Elsewhere, <b>South Korea</b>’s <b>Kospi</b> rose 0.1%, while the <b>ASX 200</b> in <b>Australia</b> gained 0.19% and <b>SGXNifty</b> in <b>Singapore</b> gained 0.20%.</p><p><b>Company In News</b>: On Tuesday, Alibaba’s stock slid as the state broadcaster reported that the government had placed an individual with the last name Ma under “compulsory curbs” in the city of Hangzhou. Investors, fearing that the person could be Alibaba’s founder, quickly dumped their shares. However, the broadcaster later revised that report to reflect a clarification issued by Hangzhou police, which said the arrested individual’s full name has three characters while Alibaba’s founder <b>Jack Ma</b> has just two.</p><p><b>Sequoia Capital</b> China’s founder and managing partner, who is also a director of Chinese delivery services giant Meituan, has sold stock in the Hong Kong-listed company to cash in HK$6.23 billion (US$798.72 million), according to a regulatory filing.</p></body></html>","source":"lsy1606299360108","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>What's Dragging Alibaba, Meituan And Other Tech Peers In Hong Kong Today?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat's Dragging Alibaba, Meituan And Other Tech Peers In Hong Kong Today?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-04 14:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/asia/22/05/26982320/whats-dragging-alibaba-meituan-and-other-tech-peers-in-hong-kong-today><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of U.S.-listed Chinese tech giants Alibaba Group Holding Ltd, Baidu Inc, JD.Com, and Meituan Dianping traded lower in Hong Kong on Wednesday at the press time.Stocks of these Chinese tech ...</p>\n\n<a href=\"https://www.benzinga.com/markets/asia/22/05/26982320/whats-dragging-alibaba-meituan-and-other-tech-peers-in-hong-kong-today\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","09618":"京东集团-SW","BABA":"阿里巴巴","09888":"百度集团-SW","MPNGY":"美团ADR","09988":"阿里巴巴-W","BIDU":"百度","03690":"美团-W"},"source_url":"https://www.benzinga.com/markets/asia/22/05/26982320/whats-dragging-alibaba-meituan-and-other-tech-peers-in-hong-kong-today","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103407259","content_text":"Shares of U.S.-listed Chinese tech giants Alibaba Group Holding Ltd, Baidu Inc, JD.Com, and Meituan Dianping traded lower in Hong Kong on Wednesday at the press time.Stocks of these Chinese tech giants were a mixed bag in U.S. markets on Tuesday.Government data showed that Hong Kong’s economy shrank by 4% during the first quarter of 2022, worse than analyst expectations, as businesses were hammered by the fifth wave of COVID-19 and rising infections across the border in mainland China. The contraction is Hong Kong's first since the fourth quarter of 2020.Investors will also be looking ahead to the U.S. Federal Reserve’s interest rate decision later today. Elsewhere, South Korea’s Kospi rose 0.1%, while the ASX 200 in Australia gained 0.19% and SGXNifty in Singapore gained 0.20%.Company In News: On Tuesday, Alibaba’s stock slid as the state broadcaster reported that the government had placed an individual with the last name Ma under “compulsory curbs” in the city of Hangzhou. Investors, fearing that the person could be Alibaba’s founder, quickly dumped their shares. However, the broadcaster later revised that report to reflect a clarification issued by Hangzhou police, which said the arrested individual’s full name has three characters while Alibaba’s founder Jack Ma has just two.Sequoia Capital China’s founder and managing partner, who is also a director of Chinese delivery services giant Meituan, has sold stock in the Hong Kong-listed company to cash in HK$6.23 billion (US$798.72 million), according to a regulatory filing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9032353803,"gmtCreate":1647299279264,"gmtModify":1676534212461,"author":{"id":"4101184982262530","authorId":"4101184982262530","name":"TedCheung","avatar":"https://community-static.tradeup.com/news/2ed9550c0821ec1e212b3959a79fb27f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101184982262530","idStr":"4101184982262530"},"themes":[],"htmlText":"Why?","listText":"Why?","text":"Why?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9032353803","repostId":"2219209972","repostType":2,"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941254767,"gmtCreate":1680315264460,"gmtModify":1680315486306,"author":{"id":"4101184982262530","authorId":"4101184982262530","name":"TedCheung","avatar":"https://community-static.tradeup.com/news/2ed9550c0821ec1e212b3959a79fb27f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101184982262530","idStr":"4101184982262530"},"themes":[],"htmlText":"In the sphere of digital media it's always content and sharing platform, Apple might be a good platform to bring the fight to Netflix. Disney+ is a bit behind in terms of smoothness of the system","listText":"In the sphere of digital media it's always content and sharing platform, Apple might be a good platform to bring the fight to Netflix. Disney+ is a bit behind in terms of smoothness of the system","text":"In the sphere of digital media it's always content and sharing platform, Apple might be a good platform to bring the fight to Netflix. Disney+ is a bit behind in terms of smoothness of the system","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941254767","repostId":"2323829744","repostType":2,"repost":{"id":"2323829744","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":1680254052,"share":"https://ttm.financial/m/news/2323829744?lang=&edition=fundamental","pubTime":"2023-03-31 17:14","market":"us","language":"en","title":"Analyst Explains Why Apple and Disney Are \"Worth More Together\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2323829744","media":"Dow Jones","summary":"For years, it's been touted as the ultimate corporate power couple: Apple Inc. merging with Walt Dis","content":"<html><head></head><body><p>For years, it&#39;s been touted as the ultimate corporate power couple: Apple Inc. merging with Walt Disney Co.</p><p>Now, an influential Wall Street analyst believes Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> could acquire Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a> in a mega-move that makes them worth more together than separately. Needham analyst Laura Martin believes the iPhone maker will be worth 15% to 25% more if combined with the Magic Kingdom.</p><p>&#34;We believe that great content and a strong distribution footprint are complementary networks,&#34; Martin wrote Thursday. &#34;That is, both are worth more if they have the other.&#34;</p><p>Martin notes Apple is best at distributing content globally via 2 billion high-end mobile devices owned by 1.25 billion affluent customers. Disney, conversely, excels at creating world-class content that is distributed globally across digital screens, as well as the real world through theaters, parks, hotels and cruises, according to Martin.</p><p>&#34;We argue that the best way to think about AAPL&#39;s valuation, pricing power, competitive advantage period and barriers to entry is through the lens of 1.25B of the wealthiest consumers in the world, using 2B active AAPL devices an average of 4 hours per day,&#34; Martin wrote.</p><p>Disney&#39;s stock was up 1% in late-morning trading Thursday, while shares of Apple are up nearly 1%.</p><p>Speculation surrounding a potential Apple-Disney marriage has percolated for years, dating to the late Steve Jobs&#39;s reign as chief executive in the early 2000s. Disney CEO Bob Iger considered Jobs a close friend and hinted that if not for Jobs&#39;s death in late 2011, the two companies likely would have merged or at least discussed the possibility.</p><p>Before dismissing the notion of two media behemoths melding, consider this: Under Iger, Disney has spent nearly $100 billion snapping up companies such as Pixar (which Jobs ran as CEO), Marvel, Lucasfilm and 21st Century Fox.</p><p>There&#39;s one acquisition Iger has publicly lamented as a transformative deal that got away, however: combining Disney with Apple.</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>Analyst Explains Why Apple and Disney Are \"Worth More Together\"</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\">\nAnalyst Explains Why Apple and Disney Are \"Worth More Together\"\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\">2023-03-31 17:14</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>For years, it&#39;s been touted as the ultimate corporate power couple: Apple Inc. merging with Walt Disney Co.</p><p>Now, an influential Wall Street analyst believes Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> could acquire Disney <a href=\"https://laohu8.com/S/DIS\">$(DIS)$</a> in a mega-move that makes them worth more together than separately. Needham analyst Laura Martin believes the iPhone maker will be worth 15% to 25% more if combined with the Magic Kingdom.</p><p>&#34;We believe that great content and a strong distribution footprint are complementary networks,&#34; Martin wrote Thursday. &#34;That is, both are worth more if they have the other.&#34;</p><p>Martin notes Apple is best at distributing content globally via 2 billion high-end mobile devices owned by 1.25 billion affluent customers. Disney, conversely, excels at creating world-class content that is distributed globally across digital screens, as well as the real world through theaters, parks, hotels and cruises, according to Martin.</p><p>&#34;We argue that the best way to think about AAPL&#39;s valuation, pricing power, competitive advantage period and barriers to entry is through the lens of 1.25B of the wealthiest consumers in the world, using 2B active AAPL devices an average of 4 hours per day,&#34; Martin wrote.</p><p>Disney&#39;s stock was up 1% in late-morning trading Thursday, while shares of Apple are up nearly 1%.</p><p>Speculation surrounding a potential Apple-Disney marriage has percolated for years, dating to the late Steve Jobs&#39;s reign as chief executive in the early 2000s. Disney CEO Bob Iger considered Jobs a close friend and hinted that if not for Jobs&#39;s death in late 2011, the two companies likely would have merged or at least discussed the possibility.</p><p>Before dismissing the notion of two media behemoths melding, consider this: Under Iger, Disney has spent nearly $100 billion snapping up companies such as Pixar (which Jobs ran as CEO), Marvel, Lucasfilm and 21st Century Fox.</p><p>There&#39;s one acquisition Iger has publicly lamented as a transformative deal that got away, however: combining Disney with Apple.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DIS":"迪士尼","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323829744","content_text":"For years, it's been touted as the ultimate corporate power couple: Apple Inc. merging with Walt Disney Co.Now, an influential Wall Street analyst believes Apple $(AAPL)$ could acquire Disney $(DIS)$ in a mega-move that makes them worth more together than separately. Needham analyst Laura Martin believes the iPhone maker will be worth 15% to 25% more if combined with the Magic Kingdom.\"We believe that great content and a strong distribution footprint are complementary networks,\" Martin wrote Thursday. \"That is, both are worth more if they have the other.\"Martin notes Apple is best at distributing content globally via 2 billion high-end mobile devices owned by 1.25 billion affluent customers. Disney, conversely, excels at creating world-class content that is distributed globally across digital screens, as well as the real world through theaters, parks, hotels and cruises, according to Martin.\"We argue that the best way to think about AAPL's valuation, pricing power, competitive advantage period and barriers to entry is through the lens of 1.25B of the wealthiest consumers in the world, using 2B active AAPL devices an average of 4 hours per day,\" Martin wrote.Disney's stock was up 1% in late-morning trading Thursday, while shares of Apple are up nearly 1%.Speculation surrounding a potential Apple-Disney marriage has percolated for years, dating to the late Steve Jobs's reign as chief executive in the early 2000s. Disney CEO Bob Iger considered Jobs a close friend and hinted that if not for Jobs's death in late 2011, the two companies likely would have merged or at least discussed the possibility.Before dismissing the notion of two media behemoths melding, consider this: Under Iger, Disney has spent nearly $100 billion snapping up companies such as Pixar (which Jobs ran as CEO), Marvel, Lucasfilm and 21st Century Fox.There's one acquisition Iger has publicly lamented as a transformative deal that got away, however: combining Disney with Apple.","news_type":1},"isVote":1,"tweetType":1,"viewCount":336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945965201,"gmtCreate":1681351179503,"gmtModify":1681351184900,"author":{"id":"4101184982262530","authorId":"4101184982262530","name":"TedCheung","avatar":"https://community-static.tradeup.com/news/2ed9550c0821ec1e212b3959a79fb27f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101184982262530","idStr":"4101184982262530"},"themes":[],"htmlText":"Can we look at this as a strategy to capture market share for servicing and maintenance likenormal car since there is now a significant number for 'install base'?","listText":"Can we look at this as a strategy to capture market share for servicing and maintenance likenormal car since there is now a significant number for 'install base'?","text":"Can we look at this as a strategy to capture market share for servicing and maintenance likenormal car since there is now a significant number for 'install base'?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945965201","repostId":"1109635079","repostType":2,"repost":{"id":"1109635079","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1681349934,"share":"https://ttm.financial/m/news/1109635079?lang=&edition=fundamental","pubTime":"2023-04-13 09:38","market":"us","language":"en","title":"Tesla Earnings: \"Warpath\" on Prices Puts Profit Margins in the Spotlight","url":"https://stock-news.laohu8.com/highlight/detail?id=1109635079","media":"Dow Jones","summary":"Tesla Inc. is scheduled to report first-quarter earnings after the bell next Wednesday, with investo","content":"<html><head></head><body><p>Tesla Inc. is scheduled to report first-quarter earnings after the bell next Wednesday, with investors focusing on the impact of another volley of price cuts on margins and any color around demand for the company’s EVs.</p><p style=\"text-align: start;\">“We are not optimistic about Tesla earnings next week,” said Matt Tuttle with Tuttle Capital Management, citing the price cuts and recent stock declines that left <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> shares trading at their lowest in about a month.</p><p>“I wouldn’t be surprised to see the stock make a run to $150,” Tuttle said.</p><p>Tesla is on a “warpath” and “maintaining its aggressive approach to pricing,” Alex Potter at Piper Sandler said. “We think investors should expect relentless price cuts to continue.”</p><p>Recent moves suggest that whenever wait times for Tesla’s EVs sink to four to six weeks, the EV maker moves to adjust prices, the analyst said.</p><p>The cuts are “obviously a headwind for margins” but are not as problematic for Tesla, given industrywide affordability concerns and Tesla’s superior cost structure, Potter said.</p><p>Here’s what else to expect:</p><p><strong>Earnings:</strong> Analysts polled by FactSet expect Tesla to report adjusted earnings of 86 cents a share in the first quarter, which would compare with adjusted earnings of $1.07 a share in the first quarter of 2022.</p><p>Estimize, a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others, is expecting earnings of 99 cents a share.</p><p><strong>Revenue:</strong> The analysts surveyed by FactSet are calling for sales of $23.8 billion for Tesla, compared with $18.8 billion in the first quarter of 2022. Estimize is expecting $24.5 billion in revenue for the quarter.</p><p><strong>Stock price:</strong> Tesla shares have lost about 45% in the past year, compared with losses of around 7% for the S&amp;P 500 <strong>SPX</strong>. Recent months have been kinder on the stock, however: Tesla is up 47% so far this year, compared with gains of around 7% for the broader index.</p><p><strong>What else to expect:</strong> The U.S. Environmental Protection Agency on Wednesday unveiled a set of rules designed to boost EV adoption and ensure that all-electric options make up as many as two out of every three new passenger vehicles sold in the U.S. by 2032.</p><p>Tesla will benefit the most from stricter requirements on internal-combustion engine vehicles due to its scale and U.S. manufacturing capabilities, Ben Kallo at Baird wrote in a recent note.</p><p>Moreover, despite the recent cuts, Tesla “will be able to maintain industry leading operating margins and is in the best position among auto peers to weather economic headwinds,” Kallo said.</p><p>After the report on Wednesday, Tesla is scheduled to host a question-and-answer webcast at 5:30 p.m. Eastern time to discuss the company’s earnings and outlook.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Earnings: \"Warpath\" on Prices Puts Profit Margins in the Spotlight</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Earnings: \"Warpath\" on Prices Puts Profit Margins in the Spotlight\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2023-04-13 09:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla Inc. is scheduled to report first-quarter earnings after the bell next Wednesday, with investors focusing on the impact of another volley of price cuts on margins and any color around demand for the company’s EVs.</p><p style=\"text-align: start;\">“We are not optimistic about Tesla earnings next week,” said Matt Tuttle with Tuttle Capital Management, citing the price cuts and recent stock declines that left <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> shares trading at their lowest in about a month.</p><p>“I wouldn’t be surprised to see the stock make a run to $150,” Tuttle said.</p><p>Tesla is on a “warpath” and “maintaining its aggressive approach to pricing,” Alex Potter at Piper Sandler said. “We think investors should expect relentless price cuts to continue.”</p><p>Recent moves suggest that whenever wait times for Tesla’s EVs sink to four to six weeks, the EV maker moves to adjust prices, the analyst said.</p><p>The cuts are “obviously a headwind for margins” but are not as problematic for Tesla, given industrywide affordability concerns and Tesla’s superior cost structure, Potter said.</p><p>Here’s what else to expect:</p><p><strong>Earnings:</strong> Analysts polled by FactSet expect Tesla to report adjusted earnings of 86 cents a share in the first quarter, which would compare with adjusted earnings of $1.07 a share in the first quarter of 2022.</p><p>Estimize, a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others, is expecting earnings of 99 cents a share.</p><p><strong>Revenue:</strong> The analysts surveyed by FactSet are calling for sales of $23.8 billion for Tesla, compared with $18.8 billion in the first quarter of 2022. Estimize is expecting $24.5 billion in revenue for the quarter.</p><p><strong>Stock price:</strong> Tesla shares have lost about 45% in the past year, compared with losses of around 7% for the S&amp;P 500 <strong>SPX</strong>. Recent months have been kinder on the stock, however: Tesla is up 47% so far this year, compared with gains of around 7% for the broader index.</p><p><strong>What else to expect:</strong> The U.S. Environmental Protection Agency on Wednesday unveiled a set of rules designed to boost EV adoption and ensure that all-electric options make up as many as two out of every three new passenger vehicles sold in the U.S. by 2032.</p><p>Tesla will benefit the most from stricter requirements on internal-combustion engine vehicles due to its scale and U.S. manufacturing capabilities, Ben Kallo at Baird wrote in a recent note.</p><p>Moreover, despite the recent cuts, Tesla “will be able to maintain industry leading operating margins and is in the best position among auto peers to weather economic headwinds,” Kallo said.</p><p>After the report on Wednesday, Tesla is scheduled to host a question-and-answer webcast at 5:30 p.m. Eastern time to discuss the company’s earnings and outlook.</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":"1109635079","content_text":"Tesla Inc. is scheduled to report first-quarter earnings after the bell next Wednesday, with investors focusing on the impact of another volley of price cuts on margins and any color around demand for the company’s EVs.“We are not optimistic about Tesla earnings next week,” said Matt Tuttle with Tuttle Capital Management, citing the price cuts and recent stock declines that left Tesla  shares trading at their lowest in about a month.“I wouldn’t be surprised to see the stock make a run to $150,” Tuttle said.Tesla is on a “warpath” and “maintaining its aggressive approach to pricing,” Alex Potter at Piper Sandler said. “We think investors should expect relentless price cuts to continue.”Recent moves suggest that whenever wait times for Tesla’s EVs sink to four to six weeks, the EV maker moves to adjust prices, the analyst said.The cuts are “obviously a headwind for margins” but are not as problematic for Tesla, given industrywide affordability concerns and Tesla’s superior cost structure, Potter said.Here’s what else to expect:Earnings: Analysts polled by FactSet expect Tesla to report adjusted earnings of 86 cents a share in the first quarter, which would compare with adjusted earnings of $1.07 a share in the first quarter of 2022.Estimize, a crowdsourcing platform that gathers estimates from Wall Street analysts as well as buy-side analysts, fund managers, company executives, academics and others, is expecting earnings of 99 cents a share.Revenue: The analysts surveyed by FactSet are calling for sales of $23.8 billion for Tesla, compared with $18.8 billion in the first quarter of 2022. Estimize is expecting $24.5 billion in revenue for the quarter.Stock price: Tesla shares have lost about 45% in the past year, compared with losses of around 7% for the S&P 500 SPX. Recent months have been kinder on the stock, however: Tesla is up 47% so far this year, compared with gains of around 7% for the broader index.What else to expect: The U.S. Environmental Protection Agency on Wednesday unveiled a set of rules designed to boost EV adoption and ensure that all-electric options make up as many as two out of every three new passenger vehicles sold in the U.S. by 2032.Tesla will benefit the most from stricter requirements on internal-combustion engine vehicles due to its scale and U.S. manufacturing capabilities, Ben Kallo at Baird wrote in a recent note.Moreover, despite the recent cuts, Tesla “will be able to maintain industry leading operating margins and is in the best position among auto peers to weather economic headwinds,” Kallo said.After the report on Wednesday, Tesla is scheduled to host a question-and-answer webcast at 5:30 p.m. Eastern time to discuss the company’s earnings and outlook.","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":354586457247792,"gmtCreate":1727577048425,"gmtModify":1727577052869,"author":{"id":"4101184982262530","authorId":"4101184982262530","name":"TedCheung","avatar":"https://community-static.tradeup.com/news/2ed9550c0821ec1e212b3959a79fb27f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101184982262530","idStr":"4101184982262530"},"themes":[],"htmlText":"Great article. Shared good insights","listText":"Great article. Shared good insights","text":"Great article. Shared good insights","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/354586457247792","repostId":"2470801775","repostType":2,"repost":{"id":"2470801775","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":1727527884,"share":"https://ttm.financial/m/news/2470801775?lang=&edition=fundamental","pubTime":"2024-09-28 20:51","market":"us","language":"en","title":"AI Data Center Boom Spurs Race to Find Power","url":"https://stock-news.laohu8.com/highlight/detail?id=2470801775","media":"Dow Jones","summary":"By Jennifer Hiller | Photographs by Maddie McGarvey for WSJ. Tech companies scouring the country for electricity to power artificial intelligence are increasingly finding there is a waiting list.In many places the nation's high-voltage electric wires are running out of room, their connection points locked up by data centers for AI, new factories or charging infrastructure for electric vehicles.A mad dash to lock up available power has ensued.The tech industry is pinballing from one market to the next looking for places with the capacity to connect campuses that would consume up to a gigawatt of power -- about as much as San Francisco uses. Some requests are as much as four to five times as large as that.In Santa Clara, Calif., one of the tech industry's hometown utilities, Silicon Valley Power, has stopped taking requests for electric service for additional data centers. SVP said it faces transmission and power generation constraints that it can't solve until the early 2030s.AI arrives","content":"<html><head></head><body><p>Tech companies scouring the country for electricity to power artificial intelligence are increasingly finding there is a waiting list.</p><p>In many places the nation&#39;s high-voltage electric wires are running out of room, their connection points locked up by data centers for AI, new factories or charging infrastructure for electric vehicles.</p><p>A mad dash to lock up available power has ensued.</p><p>The tech industry is pinballing from one market to the next looking for places with the capacity to connect campuses that would consume up to a gigawatt of power -- about as much as San Francisco uses. Some requests are as much as four to five times as large as that.</p><p>But wires are getting so crowded that some prospective data center customers -- which request far more power than other users -- are being told they may have to wait until the next decade to get the power they are seeking. Others are receiving less power than they expected.</p><p>In Salt Lake City, there is a moratorium on larger power requests. The data center industry considers it closed for business.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5b52b756643d19e36c770abb0766815e\" alt=\"2023 年数据中心占总电力消耗的份额\" title=\"2023 年数据中心占总电力消耗的份额\" tg-width=\"1400\" tg-height=\"856\"/><span>2023 年数据中心占总电力消耗的份额</span></p><p>In Santa Clara, Calif., one of the tech industry&#39;s hometown utilities, Silicon Valley Power, has stopped taking requests for electric service for additional data centers. SVP said it faces transmission and power generation constraints that it can&#39;t solve until the early 2030s.</p><p>In Virginia -- the world&#39;s largest data center market -- Dominion Energy said it is temporarily rationing power to some new data centers until new transmission lines can be finished, even as the utility adds around 15 data centers a year.</p><p>The growing pains are also sparking fights over how to pay for potentially billions of dollars in upgrades to the grid.</p><p>In central Ohio, the biggest power line in the Midwest will run out of transmission capacity in 2028. American Electric Power, which owns the line, has proposed a new, higher electricity rate for data centers and cryptocurrency miners that would lock them in as customers for a decade. The companies are balking.</p><p>&#34;The amount of infrastructure required to deliver on that is immense,&#34; said Marc Reitter, president and chief operating officer of AEP Ohio. &#34;We need certainty.&#34;</p><p>Thirst for power</p><p>AI is a fast-growing source of spending by tech companies that say they are on the cusp of the biggest boom since the internet, with implications for national security and the economy. But a search on a generative AI platform such as ChatGPT can use at least 10 times the amount of energy as a google search. Data centers could use as much as 9% of U.S. electricity by 2030, according to the Electric Power Research Institute.</p><p>AI arrives in tandem with other new strains on the grid: manufacturing plants spurred by tax policies under the Inflation Reduction Act, and a push in some states for more electric power for transportation, heat and heavy industry. It is the first meaningful demand growth this century for the electricity industry.</p><p>For example, Phoenix has become a key data center market and is in the midst of a manufacturing boom. Utility Arizona Public Service proposes building 800 miles of new transmission lines or upgrades in the next decade because its existing transmission capacity will be &#34;consumed&#34; before 2030.</p><p>Transmission constraints are the first pinch point that many utilities are flagging as those kinds of upgrades can take several years. But there are calls for added power generation. Goldman Sachs estimates around 47 gigawatts of new power generation capacity will be required to support U.S. data center power demand growth through 2030.</p><p>Analysts at Fitch Ratings say utilities also risk overestimating the demand from data centers and overbuilding, given the inconsistent ways that the industry tallies future demand.</p><p>Power for three New Yorks</p><p>In the heart of Ohio, American Electric Power&#39;s 765-kilovolt bulk transmission system provides a backbone of reliable power that has vacuumed in new data centers. The amount of electricity used in the region will roughly double by 2028, which AEP can accommodate.</p><p>After 2028, AEP says it has three New York Cities worth of data centers asking to connect to the grid, but no way to discern which are serious customers or just looky-loos shopping multiple markets. It halted new service requests from data centers more than a year ago.</p><p>AEP&#39;s Reitter said long-term contracts and higher rates would protect customers such as homeowners and other businesses in case the tech companies leave later.</p><p>Companies of all kinds are fighting the idea.</p><p>The Ohio Manufacturers&#39; Association wants a study on transmission constraints and opposes the AEP request because it would avoid the usual rate-making process, including studies that delve into the cost to provide new service.</p><p>Google argued in regulatory filings that it has invested $6.7 billion in data centers across central Ohio and wants state regulators to investigate the best ways to manage growth, handling any changes to rates in a formal rate case. The Data Center Coalition trade group, of which Google and other tech companies are members, suggested an eight-year minimum commitment, short of AEP&#39;s decadelong request.</p><p>The Ohio Consumers&#39; Counsel, meanwhile, has argued that residential customers &#34;should not be forced to subsidize utility investment to accommodate data centers operated by multibillion and trillion-dollar companies.&#34;</p><p>Akshat Kasliwal at PA Consulting Group, who advises tech and power companies, said AEP&#39;s conundrum is that it needs to invest in transmission to add more data centers. But if it charges higher rates to cover that cost, data centers might go elsewhere after the money has been spent, leaving other customers holding the bag.</p><p>Take-or-pay contracts</p><p>Other utilities are also looking at ways to shield customers from costly grid investments that data centers later decide they don&#39;t need.</p><p>Xcel Energy has a peak demand of around 22 gigawatts across its multistate system but around 6.7 gigawatts of new data center requests, largely in Colorado and Minnesota. Executives say the system will need transmission upgrades and new power generation, as well as a way to be fair to all customers.</p><p>Chief Financial Officer Brian Van Abel said in an August earnings call the company would consider things such as &#34;take-or-pay&#34; contracts that require data centers to pay for a minimum amount of power no matter how much is used.</p><p>Arizona Public Service tests a project&#39;s seriousness by telling new large customers it puts minimum thresholds on bills to cover the cost of needed investments.</p><p>&#34;Some customers may shy away from those commitments,&#34; said Ted Geisler, president of APS, &#34;and that&#39;s a good indicator to us that maybe they&#39;re not as committed yet as others.&#34;</p><p>Andy Cvengros, managing director with real-estate services firm JLL, said utilities are getting wise in the face of speculative requests for power from everyone, whether from farmers with land along a transmission line or private-equity investors. Requests don&#39;t always have solid projects with tenants behind them.</p><p>&#34;We have companies that didn&#39;t exist 24 months ago now asking for 100 megawatts of power,&#34; Cvengros said. &#34;What&#39;s the real demand?&#34;</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>AI Data Center Boom Spurs Race to Find Power</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\">\nAI Data Center Boom Spurs Race to Find Power\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-28 20:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tech companies scouring the country for electricity to power artificial intelligence are increasingly finding there is a waiting list.</p><p>In many places the nation&#39;s high-voltage electric wires are running out of room, their connection points locked up by data centers for AI, new factories or charging infrastructure for electric vehicles.</p><p>A mad dash to lock up available power has ensued.</p><p>The tech industry is pinballing from one market to the next looking for places with the capacity to connect campuses that would consume up to a gigawatt of power -- about as much as San Francisco uses. Some requests are as much as four to five times as large as that.</p><p>But wires are getting so crowded that some prospective data center customers -- which request far more power than other users -- are being told they may have to wait until the next decade to get the power they are seeking. Others are receiving less power than they expected.</p><p>In Salt Lake City, there is a moratorium on larger power requests. The data center industry considers it closed for business.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5b52b756643d19e36c770abb0766815e\" alt=\"2023 年数据中心占总电力消耗的份额\" title=\"2023 年数据中心占总电力消耗的份额\" tg-width=\"1400\" tg-height=\"856\"/><span>2023 年数据中心占总电力消耗的份额</span></p><p>In Santa Clara, Calif., one of the tech industry&#39;s hometown utilities, Silicon Valley Power, has stopped taking requests for electric service for additional data centers. SVP said it faces transmission and power generation constraints that it can&#39;t solve until the early 2030s.</p><p>In Virginia -- the world&#39;s largest data center market -- Dominion Energy said it is temporarily rationing power to some new data centers until new transmission lines can be finished, even as the utility adds around 15 data centers a year.</p><p>The growing pains are also sparking fights over how to pay for potentially billions of dollars in upgrades to the grid.</p><p>In central Ohio, the biggest power line in the Midwest will run out of transmission capacity in 2028. American Electric Power, which owns the line, has proposed a new, higher electricity rate for data centers and cryptocurrency miners that would lock them in as customers for a decade. The companies are balking.</p><p>&#34;The amount of infrastructure required to deliver on that is immense,&#34; said Marc Reitter, president and chief operating officer of AEP Ohio. &#34;We need certainty.&#34;</p><p>Thirst for power</p><p>AI is a fast-growing source of spending by tech companies that say they are on the cusp of the biggest boom since the internet, with implications for national security and the economy. But a search on a generative AI platform such as ChatGPT can use at least 10 times the amount of energy as a google search. Data centers could use as much as 9% of U.S. electricity by 2030, according to the Electric Power Research Institute.</p><p>AI arrives in tandem with other new strains on the grid: manufacturing plants spurred by tax policies under the Inflation Reduction Act, and a push in some states for more electric power for transportation, heat and heavy industry. It is the first meaningful demand growth this century for the electricity industry.</p><p>For example, Phoenix has become a key data center market and is in the midst of a manufacturing boom. Utility Arizona Public Service proposes building 800 miles of new transmission lines or upgrades in the next decade because its existing transmission capacity will be &#34;consumed&#34; before 2030.</p><p>Transmission constraints are the first pinch point that many utilities are flagging as those kinds of upgrades can take several years. But there are calls for added power generation. Goldman Sachs estimates around 47 gigawatts of new power generation capacity will be required to support U.S. data center power demand growth through 2030.</p><p>Analysts at Fitch Ratings say utilities also risk overestimating the demand from data centers and overbuilding, given the inconsistent ways that the industry tallies future demand.</p><p>Power for three New Yorks</p><p>In the heart of Ohio, American Electric Power&#39;s 765-kilovolt bulk transmission system provides a backbone of reliable power that has vacuumed in new data centers. The amount of electricity used in the region will roughly double by 2028, which AEP can accommodate.</p><p>After 2028, AEP says it has three New York Cities worth of data centers asking to connect to the grid, but no way to discern which are serious customers or just looky-loos shopping multiple markets. It halted new service requests from data centers more than a year ago.</p><p>AEP&#39;s Reitter said long-term contracts and higher rates would protect customers such as homeowners and other businesses in case the tech companies leave later.</p><p>Companies of all kinds are fighting the idea.</p><p>The Ohio Manufacturers&#39; Association wants a study on transmission constraints and opposes the AEP request because it would avoid the usual rate-making process, including studies that delve into the cost to provide new service.</p><p>Google argued in regulatory filings that it has invested $6.7 billion in data centers across central Ohio and wants state regulators to investigate the best ways to manage growth, handling any changes to rates in a formal rate case. The Data Center Coalition trade group, of which Google and other tech companies are members, suggested an eight-year minimum commitment, short of AEP&#39;s decadelong request.</p><p>The Ohio Consumers&#39; Counsel, meanwhile, has argued that residential customers &#34;should not be forced to subsidize utility investment to accommodate data centers operated by multibillion and trillion-dollar companies.&#34;</p><p>Akshat Kasliwal at PA Consulting Group, who advises tech and power companies, said AEP&#39;s conundrum is that it needs to invest in transmission to add more data centers. But if it charges higher rates to cover that cost, data centers might go elsewhere after the money has been spent, leaving other customers holding the bag.</p><p>Take-or-pay contracts</p><p>Other utilities are also looking at ways to shield customers from costly grid investments that data centers later decide they don&#39;t need.</p><p>Xcel Energy has a peak demand of around 22 gigawatts across its multistate system but around 6.7 gigawatts of new data center requests, largely in Colorado and Minnesota. Executives say the system will need transmission upgrades and new power generation, as well as a way to be fair to all customers.</p><p>Chief Financial Officer Brian Van Abel said in an August earnings call the company would consider things such as &#34;take-or-pay&#34; contracts that require data centers to pay for a minimum amount of power no matter how much is used.</p><p>Arizona Public Service tests a project&#39;s seriousness by telling new large customers it puts minimum thresholds on bills to cover the cost of needed investments.</p><p>&#34;Some customers may shy away from those commitments,&#34; said Ted Geisler, president of APS, &#34;and that&#39;s a good indicator to us that maybe they&#39;re not as committed yet as others.&#34;</p><p>Andy Cvengros, managing director with real-estate services firm JLL, said utilities are getting wise in the face of speculative requests for power from everyone, whether from farmers with land along a transmission line or private-equity investors. Requests don&#39;t always have solid projects with tenants behind them.</p><p>&#34;We have companies that didn&#39;t exist 24 months ago now asking for 100 megawatts of power,&#34; Cvengros said. &#34;What&#39;s the real demand?&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4234":"特殊用途房地产信托","BK6051":"信息科技咨询与其它服务","BK4084":"特种房地产投资信托",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2470801775","content_text":"Tech companies scouring the country for electricity to power artificial intelligence are increasingly finding there is a waiting list.In many places the nation's high-voltage electric wires are running out of room, their connection points locked up by data centers for AI, new factories or charging infrastructure for electric vehicles.A mad dash to lock up available power has ensued.The tech industry is pinballing from one market to the next looking for places with the capacity to connect campuses that would consume up to a gigawatt of power -- about as much as San Francisco uses. Some requests are as much as four to five times as large as that.But wires are getting so crowded that some prospective data center customers -- which request far more power than other users -- are being told they may have to wait until the next decade to get the power they are seeking. Others are receiving less power than they expected.In Salt Lake City, there is a moratorium on larger power requests. The data center industry considers it closed for business.2023 年数据中心占总电力消耗的份额In Santa Clara, Calif., one of the tech industry's hometown utilities, Silicon Valley Power, has stopped taking requests for electric service for additional data centers. SVP said it faces transmission and power generation constraints that it can't solve until the early 2030s.In Virginia -- the world's largest data center market -- Dominion Energy said it is temporarily rationing power to some new data centers until new transmission lines can be finished, even as the utility adds around 15 data centers a year.The growing pains are also sparking fights over how to pay for potentially billions of dollars in upgrades to the grid.In central Ohio, the biggest power line in the Midwest will run out of transmission capacity in 2028. American Electric Power, which owns the line, has proposed a new, higher electricity rate for data centers and cryptocurrency miners that would lock them in as customers for a decade. The companies are balking.\"The amount of infrastructure required to deliver on that is immense,\" said Marc Reitter, president and chief operating officer of AEP Ohio. \"We need certainty.\"Thirst for powerAI is a fast-growing source of spending by tech companies that say they are on the cusp of the biggest boom since the internet, with implications for national security and the economy. But a search on a generative AI platform such as ChatGPT can use at least 10 times the amount of energy as a google search. Data centers could use as much as 9% of U.S. electricity by 2030, according to the Electric Power Research Institute.AI arrives in tandem with other new strains on the grid: manufacturing plants spurred by tax policies under the Inflation Reduction Act, and a push in some states for more electric power for transportation, heat and heavy industry. It is the first meaningful demand growth this century for the electricity industry.For example, Phoenix has become a key data center market and is in the midst of a manufacturing boom. Utility Arizona Public Service proposes building 800 miles of new transmission lines or upgrades in the next decade because its existing transmission capacity will be \"consumed\" before 2030.Transmission constraints are the first pinch point that many utilities are flagging as those kinds of upgrades can take several years. But there are calls for added power generation. Goldman Sachs estimates around 47 gigawatts of new power generation capacity will be required to support U.S. data center power demand growth through 2030.Analysts at Fitch Ratings say utilities also risk overestimating the demand from data centers and overbuilding, given the inconsistent ways that the industry tallies future demand.Power for three New YorksIn the heart of Ohio, American Electric Power's 765-kilovolt bulk transmission system provides a backbone of reliable power that has vacuumed in new data centers. The amount of electricity used in the region will roughly double by 2028, which AEP can accommodate.After 2028, AEP says it has three New York Cities worth of data centers asking to connect to the grid, but no way to discern which are serious customers or just looky-loos shopping multiple markets. It halted new service requests from data centers more than a year ago.AEP's Reitter said long-term contracts and higher rates would protect customers such as homeowners and other businesses in case the tech companies leave later.Companies of all kinds are fighting the idea.The Ohio Manufacturers' Association wants a study on transmission constraints and opposes the AEP request because it would avoid the usual rate-making process, including studies that delve into the cost to provide new service.Google argued in regulatory filings that it has invested $6.7 billion in data centers across central Ohio and wants state regulators to investigate the best ways to manage growth, handling any changes to rates in a formal rate case. The Data Center Coalition trade group, of which Google and other tech companies are members, suggested an eight-year minimum commitment, short of AEP's decadelong request.The Ohio Consumers' Counsel, meanwhile, has argued that residential customers \"should not be forced to subsidize utility investment to accommodate data centers operated by multibillion and trillion-dollar companies.\"Akshat Kasliwal at PA Consulting Group, who advises tech and power companies, said AEP's conundrum is that it needs to invest in transmission to add more data centers. But if it charges higher rates to cover that cost, data centers might go elsewhere after the money has been spent, leaving other customers holding the bag.Take-or-pay contractsOther utilities are also looking at ways to shield customers from costly grid investments that data centers later decide they don't need.Xcel Energy has a peak demand of around 22 gigawatts across its multistate system but around 6.7 gigawatts of new data center requests, largely in Colorado and Minnesota. Executives say the system will need transmission upgrades and new power generation, as well as a way to be fair to all customers.Chief Financial Officer Brian Van Abel said in an August earnings call the company would consider things such as \"take-or-pay\" contracts that require data centers to pay for a minimum amount of power no matter how much is used.Arizona Public Service tests a project's seriousness by telling new large customers it puts minimum thresholds on bills to cover the cost of needed investments.\"Some customers may shy away from those commitments,\" said Ted Geisler, president of APS, \"and that's a good indicator to us that maybe they're not as committed yet as others.\"Andy Cvengros, managing director with real-estate services firm JLL, said utilities are getting wise in the face of speculative requests for power from everyone, whether from farmers with land along a transmission line or private-equity investors. Requests don't always have solid projects with tenants behind them.\"We have companies that didn't exist 24 months ago now asking for 100 megawatts of power,\" Cvengros said. \"What's the real demand?\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948636323,"gmtCreate":1680694552163,"gmtModify":1680696615352,"author":{"id":"4101184982262530","authorId":"4101184982262530","name":"TedCheung","avatar":"https://community-static.tradeup.com/news/2ed9550c0821ec1e212b3959a79fb27f","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4101184982262530","idStr":"4101184982262530"},"themes":[],"htmlText":"It's really nice of tiger to have such campaign!Support pls!!","listText":"It's really nice of tiger to have such campaign!Support pls!!","text":"It's really nice of tiger to have such campaign!Support pls!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948636323","isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}