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11-21 14:23

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Trump's Return to the White House Is Ushering in a "Stock Picker's Paradise"

09-25

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Nvidia's AI Tech Hits The Tracks: Hitachi Rail Taps Into Real-Time Maintenance To Boost Reliability, Slash Costs

09-13

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A Stock-Market "Harris Trade" Is Starting to Take Shape

09-09

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Nvidia’s Dominance Could Be Ending, Citi Says. The Stock Rises Anyway

09-05

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Nvidia's Stock Volatility Is the Price You Pay for Market-Leading Returns

09-04

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3 Singapore Blue-Chip Stocks Touching Their 52-Week Highs: Can Their Run Continue?

08-30

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A Short-Seller Tanks Super Micro Stock. The AI Highflier Has Bigger Problems

08-20

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08-19

$NVIDIA Corp(NVDA)$

07-31

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Nvidia Stock Surges 11% After AMD Results and Morgan Stanley Names It a Top Pick

07-01

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Amazon, Built by Retail, Invests in Its AI Future

06-19

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Apple Looks Set To Win The AI Race (Rating Upgrade)

06-14

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Dan Ives Calls It A "Monumental Day" For Tesla, Predicts Trillion Dollar Market Cap

06-12

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What Happens to Tesla Stock If Shareholders Reject Musk’s Pay

06-08

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06-05

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06-03

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Asics Stock Catches Fire Along With Its Dad Sneakers

05-29

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04-18

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{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4103242131784560","uuid":"4103242131784560","gmtCreate":1709369441097,"gmtModify":1709728234701,"name":"Ah Bah","pinyin":"ahbahahbah","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":18,"tweetSize":20,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":"init","userBadges":[],"userBadgeCount":0,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":4,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":373246904090888,"gmtCreate":1732170216496,"gmtModify":1732170220014,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373246904090888","repostId":"2485149451","repostType":2,"repost":{"id":"2485149451","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":1732154886,"share":"https://ttm.financial/m/news/2485149451?lang=&edition=fundamental","pubTime":"2024-11-21 10:08","market":"sg","language":"en","title":"Trump's Return to the White House Is Ushering in a \"Stock Picker's Paradise\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2485149451","media":"Dow Jones","summary":"Active investors could see more opportunities during a second Trump administration. The second Trump administration could be a boon for stock pickers, according to a team of equity strategists at Barclays.What they found is that performance among the S&P 500's 11 sectors was remarkably uneven during Trump's first year in office. A similar pattern was initially seen in Europe but faded within a few months as U.S. stocks blew past their European peers.A repeat would create more opportunities for active managers to outperform benchmarks like the S&P 500, ushering in the return of a \"stock picker's market,\" according to Venu Krishna, the head of U.S. equity strategy at Barclays.Data from S&P Dow Jones Indices showed 57% of all active large-cap U.S. equity managers tracked by the firm underperformed the S&P 500 during the first half of 2024. That number was actually better than expected and consistent with 60% outperformance from 2023, according to a report from Anu Ganti, S&P DJI's head of","content":"<html><head></head><body><p>The second Trump administration could be a boon for stock pickers, according to a team of equity strategists at Barclays.</p><p>In a report recently shared with MarketWatch, the team decided to look back at how markets reacted to President-elect Donald Trump&#39;s surprise victory in 2016 to glean some insights into how things might play out this time around.</p><p>What they found is that performance among the S&amp;P 500&#39;s 11 sectors was remarkably uneven during Trump&#39;s first year in office. A similar pattern was initially seen in Europe but faded within a few months as U.S. stocks blew past their European peers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fbc976c4796b35af7b4add67dce91a3a\" tg-width=\"770\" tg-height=\"410\"/></p><p>A repeat would create more opportunities for active managers to outperform benchmarks like the S&amp;P 500, ushering in the return of a &#34;stock picker&#39;s market,&#34; according to Venu Krishna, the head of U.S. equity strategy at Barclays.</p><p>So far, movements across markets following Trump&#39;s latest victory have been remarkably similar to what investors witnessed in 2016, so active managers have reason to be cautiously optimistic.</p><p>Investors have already demonstrated an eagerness to identify stocks that could be potential winners - or losers - during a second Trump administration.</p><p>Many had started to pile into so-called Trump trades ahead of the election. That saw the U.S. dollar strengthen and a host of stocks surge, including regional banks, private-prison operators, Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> and cryptocurrency stocks like <a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a> Inc. <a href=\"https://laohu8.com/S/MSTR.AU\">$(MSTR.AU)$</a>.</p><p>Stocks took off after Trump was declared the winner, mirroring the reaction in 2016, which saw stocks soar after reversing an overnight plunge in the futures market.</p><p>Major indexes like the S&amp;P 500 SPX, Nasdaq Composite COMP and Dow Jones Industrial Average DJIA charged to their best weekly advance of 2024. The dollar soared, while the Mexican peso <a href=\"https://laohu8.com/S/USDMXN.FOREX\">$(USDMXN.FOREX)$</a> tanked.</p><p>But beneath the surface, moves across sectors have already seen a dramatic divergence: Financial and energy stocks have soared since the start of November, while the healthcare sector has lagged behind, according to FactSet data.</p><p>Many active managers have historically struggled to outperform benchmarks like the S&amp;P 500, although there have been signs recently that their fortunes might be improving.</p><p>Data from S&amp;P Dow Jones Indices showed 57% of all active large-cap U.S. equity managers tracked by the firm underperformed the S&amp;P 500 during the first half of 2024. That number was actually better than expected and consistent with 60% outperformance from 2023, according to a report from Anu Ganti, S&amp;P DJI&#39;s head of U.S. index investment strategy.</p><p>Since the start of the year, divergence between sectors has fallen dramatically, according to the Barclays team, as the bull market broadened out from the handful of Big Tech names that commanded most of investors&#39; money and attention in 2023.</p><p>But Trump&#39;s heterodox approach to policy making and uncertainty surrounding his post-inauguration priorities should create plenty of opportunities.</p><p>&#34;We think this makes sense as policy shifts during Trump&#39;s first stint in the White House significantly reshuffled opportunities for upside among sectors. Will the same happen this time? Initial reactions seem to suggest that the market thinks so,&#34; Venu Krishna, the bank&#39;s head of U.S. equity strategy, said in a report shared with MarketWatch.</p><p>There were signs that a stock picker&#39;s market was already starting to take shape before Trump&#39;s victory on Nov. 5.</p><p>Investors had proven increasingly eager to reward winners and punish losers earlier in the third-quarter earnings season.</p><p>In a report published shortly before Election Day, a team of equity strategists at Bank of America found that the average move in shares of companies that had just reported earnings had increased to 5%.</p><p>That was on track to be the second-largest average move during earnings season stretching back to 2014. Only the previous quarterly reporting season had seen larger swings.</p><p>Realized moves this earnings season were also on track to surpass expectations from options traders for only the second time in history.</p><p>These are all signs that stocks are generating more &#34;alpha&#34; as moves in individual names increasingly exceed what&#39;s taking place in the broader market. By BofA&#39;s count, idiosyncratic moves in stocks have risen to near-record highs lately.</p><p>The result? A &#34;stock picker&#39;s paradise,&#34; the BofA team said.</p><p>Major U.S. indexes were trading lower on Wednesday as stocks continued to struggle to build on their postelection gains. The S&amp;P 500 SPX was down 23 points, or 0.4%, at 5,893, according to FactSet data.</p><p>The Dow Jones Industrial Average DJIA was off by 27 points, or 0.1%, at 43,241. The Nasdaq Composite COMP was down 100 points, or 0.5%, at 18,888.</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>Trump's Return to the White House Is Ushering in a \"Stock Picker's Paradise\"</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\">\nTrump's Return to the White House Is Ushering in a \"Stock Picker's Paradise\"\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\">2024-11-21 10:08</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The second Trump administration could be a boon for stock pickers, according to a team of equity strategists at Barclays.</p><p>In a report recently shared with MarketWatch, the team decided to look back at how markets reacted to President-elect Donald Trump&#39;s surprise victory in 2016 to glean some insights into how things might play out this time around.</p><p>What they found is that performance among the S&amp;P 500&#39;s 11 sectors was remarkably uneven during Trump&#39;s first year in office. A similar pattern was initially seen in Europe but faded within a few months as U.S. stocks blew past their European peers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fbc976c4796b35af7b4add67dce91a3a\" tg-width=\"770\" tg-height=\"410\"/></p><p>A repeat would create more opportunities for active managers to outperform benchmarks like the S&amp;P 500, ushering in the return of a &#34;stock picker&#39;s market,&#34; according to Venu Krishna, the head of U.S. equity strategy at Barclays.</p><p>So far, movements across markets following Trump&#39;s latest victory have been remarkably similar to what investors witnessed in 2016, so active managers have reason to be cautiously optimistic.</p><p>Investors have already demonstrated an eagerness to identify stocks that could be potential winners - or losers - during a second Trump administration.</p><p>Many had started to pile into so-called Trump trades ahead of the election. That saw the U.S. dollar strengthen and a host of stocks surge, including regional banks, private-prison operators, Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> and cryptocurrency stocks like <a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a> Inc. <a href=\"https://laohu8.com/S/MSTR.AU\">$(MSTR.AU)$</a>.</p><p>Stocks took off after Trump was declared the winner, mirroring the reaction in 2016, which saw stocks soar after reversing an overnight plunge in the futures market.</p><p>Major indexes like the S&amp;P 500 SPX, Nasdaq Composite COMP and Dow Jones Industrial Average DJIA charged to their best weekly advance of 2024. The dollar soared, while the Mexican peso <a href=\"https://laohu8.com/S/USDMXN.FOREX\">$(USDMXN.FOREX)$</a> tanked.</p><p>But beneath the surface, moves across sectors have already seen a dramatic divergence: Financial and energy stocks have soared since the start of November, while the healthcare sector has lagged behind, according to FactSet data.</p><p>Many active managers have historically struggled to outperform benchmarks like the S&amp;P 500, although there have been signs recently that their fortunes might be improving.</p><p>Data from S&amp;P Dow Jones Indices showed 57% of all active large-cap U.S. equity managers tracked by the firm underperformed the S&amp;P 500 during the first half of 2024. That number was actually better than expected and consistent with 60% outperformance from 2023, according to a report from Anu Ganti, S&amp;P DJI&#39;s head of U.S. index investment strategy.</p><p>Since the start of the year, divergence between sectors has fallen dramatically, according to the Barclays team, as the bull market broadened out from the handful of Big Tech names that commanded most of investors&#39; money and attention in 2023.</p><p>But Trump&#39;s heterodox approach to policy making and uncertainty surrounding his post-inauguration priorities should create plenty of opportunities.</p><p>&#34;We think this makes sense as policy shifts during Trump&#39;s first stint in the White House significantly reshuffled opportunities for upside among sectors. Will the same happen this time? Initial reactions seem to suggest that the market thinks so,&#34; Venu Krishna, the bank&#39;s head of U.S. equity strategy, said in a report shared with MarketWatch.</p><p>There were signs that a stock picker&#39;s market was already starting to take shape before Trump&#39;s victory on Nov. 5.</p><p>Investors had proven increasingly eager to reward winners and punish losers earlier in the third-quarter earnings season.</p><p>In a report published shortly before Election Day, a team of equity strategists at Bank of America found that the average move in shares of companies that had just reported earnings had increased to 5%.</p><p>That was on track to be the second-largest average move during earnings season stretching back to 2014. Only the previous quarterly reporting season had seen larger swings.</p><p>Realized moves this earnings season were also on track to surpass expectations from options traders for only the second time in history.</p><p>These are all signs that stocks are generating more &#34;alpha&#34; as moves in individual names increasingly exceed what&#39;s taking place in the broader market. By BofA&#39;s count, idiosyncratic moves in stocks have risen to near-record highs lately.</p><p>The result? A &#34;stock picker&#39;s paradise,&#34; the BofA team said.</p><p>Major U.S. indexes were trading lower on Wednesday as stocks continued to struggle to build on their postelection gains. The S&amp;P 500 SPX was down 23 points, or 0.4%, at 5,893, according to FactSet data.</p><p>The Dow Jones Industrial Average DJIA was off by 27 points, or 0.1%, at 43,241. The Nasdaq Composite COMP was down 100 points, or 0.5%, at 18,888.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DXD":"道指两倍做空ETF","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SDS":"两倍做空标普500ETF","UDOW":"道指三倍做多ETF-ProShares","DJX":"1/100道琼斯","MSTR":"MicroStrategy","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4592":"伊斯兰概念","DDM":"道指两倍做多ETF","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SDOW":"道指三倍做空ETF-ProShares","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4555":"新能源车","SSO":"两倍做多标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IVV":"标普500指数ETF","SPXU":"三倍做空标普500ETF","DOG":"道指反向ETF","LU0823414478.USD":"法巴经典能源转换基金","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","TSLA":"特斯拉","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","OEF":"标普100指数ETF-iShares","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","SPY":"标普500ETF","LU1861215975.USD":"贝莱德新一代科技基金 A2",".DJI":"道琼斯","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SH":"标普500反向ETF","UPRO":"三倍做多标普500ETF",".SPX":"S&P 500 Index","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","OEX":"标普100","BK4596":"哈里斯概念","BK4504":"桥水持仓","VOO":"Vanguard标普500ETF","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2485149451","content_text":"The second Trump administration could be a boon for stock pickers, according to a team of equity strategists at Barclays.In a report recently shared with MarketWatch, the team decided to look back at how markets reacted to President-elect Donald Trump's surprise victory in 2016 to glean some insights into how things might play out this time around.What they found is that performance among the S&P 500's 11 sectors was remarkably uneven during Trump's first year in office. A similar pattern was initially seen in Europe but faded within a few months as U.S. stocks blew past their European peers.A repeat would create more opportunities for active managers to outperform benchmarks like the S&P 500, ushering in the return of a \"stock picker's market,\" according to Venu Krishna, the head of U.S. equity strategy at Barclays.So far, movements across markets following Trump's latest victory have been remarkably similar to what investors witnessed in 2016, so active managers have reason to be cautiously optimistic.Investors have already demonstrated an eagerness to identify stocks that could be potential winners - or losers - during a second Trump administration.Many had started to pile into so-called Trump trades ahead of the election. That saw the U.S. dollar strengthen and a host of stocks surge, including regional banks, private-prison operators, Tesla Inc. $(TSLA)$ and cryptocurrency stocks like MicroStrategy Inc. $(MSTR.AU)$.Stocks took off after Trump was declared the winner, mirroring the reaction in 2016, which saw stocks soar after reversing an overnight plunge in the futures market.Major indexes like the S&P 500 SPX, Nasdaq Composite COMP and Dow Jones Industrial Average DJIA charged to their best weekly advance of 2024. The dollar soared, while the Mexican peso $(USDMXN.FOREX)$ tanked.But beneath the surface, moves across sectors have already seen a dramatic divergence: Financial and energy stocks have soared since the start of November, while the healthcare sector has lagged behind, according to FactSet data.Many active managers have historically struggled to outperform benchmarks like the S&P 500, although there have been signs recently that their fortunes might be improving.Data from S&P Dow Jones Indices showed 57% of all active large-cap U.S. equity managers tracked by the firm underperformed the S&P 500 during the first half of 2024. That number was actually better than expected and consistent with 60% outperformance from 2023, according to a report from Anu Ganti, S&P DJI's head of U.S. index investment strategy.Since the start of the year, divergence between sectors has fallen dramatically, according to the Barclays team, as the bull market broadened out from the handful of Big Tech names that commanded most of investors' money and attention in 2023.But Trump's heterodox approach to policy making and uncertainty surrounding his post-inauguration priorities should create plenty of opportunities.\"We think this makes sense as policy shifts during Trump's first stint in the White House significantly reshuffled opportunities for upside among sectors. Will the same happen this time? Initial reactions seem to suggest that the market thinks so,\" Venu Krishna, the bank's head of U.S. equity strategy, said in a report shared with MarketWatch.There were signs that a stock picker's market was already starting to take shape before Trump's victory on Nov. 5.Investors had proven increasingly eager to reward winners and punish losers earlier in the third-quarter earnings season.In a report published shortly before Election Day, a team of equity strategists at Bank of America found that the average move in shares of companies that had just reported earnings had increased to 5%.That was on track to be the second-largest average move during earnings season stretching back to 2014. Only the previous quarterly reporting season had seen larger swings.Realized moves this earnings season were also on track to surpass expectations from options traders for only the second time in history.These are all signs that stocks are generating more \"alpha\" as moves in individual names increasingly exceed what's taking place in the broader market. By BofA's count, idiosyncratic moves in stocks have risen to near-record highs lately.The result? A \"stock picker's paradise,\" the BofA team said.Major U.S. indexes were trading lower on Wednesday as stocks continued to struggle to build on their postelection gains. The S&P 500 SPX was down 23 points, or 0.4%, at 5,893, according to FactSet data.The Dow Jones Industrial Average DJIA was off by 27 points, or 0.1%, at 43,241. The Nasdaq Composite COMP was down 100 points, or 0.5%, at 18,888.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353218862592208,"gmtCreate":1727242251857,"gmtModify":1727242255270,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353218862592208","repostId":"1127372415","repostType":2,"repost":{"id":"1127372415","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1727235417,"share":"https://ttm.financial/m/news/1127372415?lang=&edition=fundamental","pubTime":"2024-09-25 11:36","market":"us","language":"en","title":"Nvidia's AI Tech Hits The Tracks: Hitachi Rail Taps Into Real-Time Maintenance To Boost Reliability, Slash Costs","url":"https://stock-news.laohu8.com/highlight/detail?id=1127372415","media":"Benzinga","summary":"Hitachi Rail subsidiary of Hitachi has announced the integration of $NVIDIA Corp(NVDA)$ technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability","content":"<html><head></head><body><p>Hitachi Rail subsidiary of Hitachi has announced the integration of <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: Hitachi Rail, a global leader in transportation, is adopting Nvidia technology to enhance railway operations, reduce maintenance costs, and improve transit reliability, the company said in a news release on Monday.</p><p style=\"text-align: start;\">The company is incorporating the NVIDIA IGX platform into its HMAX system to process sensor and camera data in real time. This integration aims to expedite the detection of track issues, monitor power line degradation, and assess the health of trains and signaling equipment.</p><p>Hitachi Rail estimates that proactive maintenance is seven times less costly than emergency repairs. The company&#39;s existing AI systems have already reduced service delays by up to 20% and maintenance costs by up to 15%, while cutting energy consumption by up to 40%, according to Nvidia’s blog post.</p><p>Koji Agatsuma, Executive Director and CTO of Rail Vehicles at Hitachi Rail stated, “Using previous digital monitoring systems, it would take a few days to process the data and discover issues that need attention. If we can instead conduct real-time prediction using NVIDIA technology, that enables us to avoid service disruptions and significantly improve safety, reliability, and operating costs.”</p><p>The new AI applications, developed using NVIDIA AI Enterprise software, will be available through the HMAX platform. These tools will help operators monitor train fleets and infrastructure more efficiently, providing timely alerts and optimizing maintenance schedules.</p><p><strong>Why It Matters</strong>: The integration of Nvidia technology into Hitachi Rail’s operations is part of a broader trend of AI adoption in various industries. Recently, Nvidia’s stock surged following reports that CEO Jensen Huang had completed selling company shares under a trading plan earlier than expected.</p><p style=\"text-align: start;\">Moreover, Nvidia has been actively expanding its AI capabilities through strategic partnerships. For instance, Alibaba Group Holdings recently teamed up with Nvidia to enhance AI and autonomous driving technologies.</p><p style=\"text-align: start;\"><strong>Price Action</strong>: Nvidia’s stock closed at $120.87 on Tuesday, up 3.97% for the day. In after-hours trading, the stock continued to rise, up 0.76%. Year to date, Nvidia has surged by 150.92%.</p><p style=\"text-align: start;\">Meanwhile, Hitachi’s stock on the Japanese exchange is trading at 3,824 JPY, down 0.83%. Despite the day’s decline, Hitachi’s stock has risen by 88.00% year to date, according to data from Benzinga Pro.</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>Nvidia's AI Tech Hits The Tracks: Hitachi Rail Taps Into Real-Time Maintenance To Boost Reliability, Slash Costs</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\">\nNvidia's AI Tech Hits The Tracks: Hitachi Rail Taps Into Real-Time Maintenance To Boost Reliability, Slash Costs\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-09-25 11:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hitachi Rail subsidiary of Hitachi has announced the integration of <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: Hitachi Rail, a global leader in transportation, is adopting Nvidia technology to enhance railway operations, reduce maintenance costs, and improve transit reliability, the company said in a news release on Monday.</p><p style=\"text-align: start;\">The company is incorporating the NVIDIA IGX platform into its HMAX system to process sensor and camera data in real time. This integration aims to expedite the detection of track issues, monitor power line degradation, and assess the health of trains and signaling equipment.</p><p>Hitachi Rail estimates that proactive maintenance is seven times less costly than emergency repairs. The company&#39;s existing AI systems have already reduced service delays by up to 20% and maintenance costs by up to 15%, while cutting energy consumption by up to 40%, according to Nvidia’s blog post.</p><p>Koji Agatsuma, Executive Director and CTO of Rail Vehicles at Hitachi Rail stated, “Using previous digital monitoring systems, it would take a few days to process the data and discover issues that need attention. If we can instead conduct real-time prediction using NVIDIA technology, that enables us to avoid service disruptions and significantly improve safety, reliability, and operating costs.”</p><p>The new AI applications, developed using NVIDIA AI Enterprise software, will be available through the HMAX platform. These tools will help operators monitor train fleets and infrastructure more efficiently, providing timely alerts and optimizing maintenance schedules.</p><p><strong>Why It Matters</strong>: The integration of Nvidia technology into Hitachi Rail’s operations is part of a broader trend of AI adoption in various industries. Recently, Nvidia’s stock surged following reports that CEO Jensen Huang had completed selling company shares under a trading plan earlier than expected.</p><p style=\"text-align: start;\">Moreover, Nvidia has been actively expanding its AI capabilities through strategic partnerships. For instance, Alibaba Group Holdings recently teamed up with Nvidia to enhance AI and autonomous driving technologies.</p><p style=\"text-align: start;\"><strong>Price Action</strong>: Nvidia’s stock closed at $120.87 on Tuesday, up 3.97% for the day. In after-hours trading, the stock continued to rise, up 0.76%. Year to date, Nvidia has surged by 150.92%.</p><p style=\"text-align: start;\">Meanwhile, Hitachi’s stock on the Japanese exchange is trading at 3,824 JPY, down 0.83%. Despite the day’s decline, Hitachi’s stock has risen by 88.00% year to date, according to data from Benzinga Pro.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127372415","content_text":"Hitachi Rail subsidiary of Hitachi has announced the integration of NVIDIA Corp technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability.What Happened: Hitachi Rail, a global leader in transportation, is adopting Nvidia technology to enhance railway operations, reduce maintenance costs, and improve transit reliability, the company said in a news release on Monday.The company is incorporating the NVIDIA IGX platform into its HMAX system to process sensor and camera data in real time. This integration aims to expedite the detection of track issues, monitor power line degradation, and assess the health of trains and signaling equipment.Hitachi Rail estimates that proactive maintenance is seven times less costly than emergency repairs. The company's existing AI systems have already reduced service delays by up to 20% and maintenance costs by up to 15%, while cutting energy consumption by up to 40%, according to Nvidia’s blog post.Koji Agatsuma, Executive Director and CTO of Rail Vehicles at Hitachi Rail stated, “Using previous digital monitoring systems, it would take a few days to process the data and discover issues that need attention. If we can instead conduct real-time prediction using NVIDIA technology, that enables us to avoid service disruptions and significantly improve safety, reliability, and operating costs.”The new AI applications, developed using NVIDIA AI Enterprise software, will be available through the HMAX platform. These tools will help operators monitor train fleets and infrastructure more efficiently, providing timely alerts and optimizing maintenance schedules.Why It Matters: The integration of Nvidia technology into Hitachi Rail’s operations is part of a broader trend of AI adoption in various industries. Recently, Nvidia’s stock surged following reports that CEO Jensen Huang had completed selling company shares under a trading plan earlier than expected.Moreover, Nvidia has been actively expanding its AI capabilities through strategic partnerships. For instance, Alibaba Group Holdings recently teamed up with Nvidia to enhance AI and autonomous driving technologies.Price Action: Nvidia’s stock closed at $120.87 on Tuesday, up 3.97% for the day. In after-hours trading, the stock continued to rise, up 0.76%. Year to date, Nvidia has surged by 150.92%.Meanwhile, Hitachi’s stock on the Japanese exchange is trading at 3,824 JPY, down 0.83%. Despite the day’s decline, Hitachi’s stock has risen by 88.00% year to date, according to data from Benzinga Pro.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348765194641648,"gmtCreate":1726166215782,"gmtModify":1726166219401,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348765194641648","repostId":"2466627845","repostType":2,"repost":{"id":"2466627845","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":1726153291,"share":"https://ttm.financial/m/news/2466627845?lang=&edition=fundamental","pubTime":"2024-09-12 23:01","market":"sh","language":"en","title":"A Stock-Market \"Harris Trade\" Is Starting to Take Shape","url":"https://stock-news.laohu8.com/highlight/detail?id=2466627845","media":"Dow Jones","summary":"Although they have struggled under Biden, solar stocks appeared to get a boost following Kamala Harris's debate performance. The unwinding of several \"Trump trades\" grabbed investors' attention early Wednesday. But by the time Wall Street closed, a fledgling \"Harris trade\" had also started to take shape.Bitcoin prices  tumbled, while shares of Trump-sensitive stocks like Trump Media & Technology Group Corp.  and private-prisons company Geo Group Inc.  fell, as investors reacted to the higher perceived odds of a Kamala Harris victory in November's presidential election by dumping shares expected to benefit from a second Donald Trump administration.Around the same time, shares of long-suffering solar-energy companies started to perk up. They ultimately finished Wednesday's session sharply higher, booking their biggest daily gains since May, according to Dow Jones Market Data.Speaking more broadly, Hatfield said that the market was \"a little destabilized by the prospect of a Harris win\" e","content":"<html><head></head><body><p>The unwinding of several &#34;Trump trades&#34; grabbed investors&#39; attention early Wednesday. But by the time Wall Street closed, a fledgling &#34;Harris trade&#34; had also started to take shape.</p><p>Bitcoin prices (BTCUSD) tumbled, while shares of Trump-sensitive stocks like Trump Media &amp; Technology Group Corp. <a href=\"https://laohu8.com/S/DJT\">$(DJT)$</a> and private-prisons company Geo Group Inc. <a href=\"https://laohu8.com/S/GEO\">$(GEO)$</a> fell, as investors reacted to the higher perceived odds of a Kamala Harris victory in November&#39;s presidential election by dumping shares expected to benefit from a second Donald Trump administration.</p><p>Around the same time, shares of long-suffering solar-energy companies started to perk up. They ultimately finished Wednesday&#39;s session sharply higher, booking their biggest daily gains since May, according to Dow Jones Market Data.</p><p>And market strategists said that if Vice President Harris, the Democratic nominee, maintains her lead over Republican rival Trump, it could help push them higher still.</p><p>ETFs in the space - including the Invesco Solar ETF TAN and the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Global Clean Energy ETF ICLN - saw notable gains on Wednesday. Shares of First Solar Inc. <a href=\"https://laohu8.com/S/FSLR\">$(FSLR)$</a> were a standout, rising more than 15%, FactSet data showed.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eec076cc5ddbfc6d320ed9e06e9450aa\" tg-width=\"649\" tg-height=\"445\"/></p><p>&#34;There were clearly signs of a Harris trade,&#34; said Jay Hatfield, portfolio manager at Infrastructure Capital Management, during an interview with MarketWatch on Wednesday. &#34;Solar was ripping, [while] financials and energy were weak.&#34;</p><p>Hatfield characterized solar stocks as &#34;the leading bellwether&#34; of the Harris trade. Ross Mayfield, an investment strategist at Baird, characterized solar as &#34;one of the cleanest ways to evaluate that bet.&#34;</p><p>To be sure, clean-energy stocks haven&#39;t always benefited from a Democratic administration; they have been mired in a long bear market for much of President Joe Biden&#39;s term. Previously, they had outperformed when former President Trump was in the White House.</p><p>Still, the fact that solar stocks rallied on Wednesday isn&#39;t surprising: Democrats have expressed support for encouraging the expansion of clean energy, including solar. And given that the industry hasn&#39;t quite found its economic footing, government subsidies remain essential for these companies to thrive, Mayfield noted.</p><p>Speaking more broadly, Hatfield said that the market was &#34;a little destabilized by the prospect of a Harris win&#34; early on. But investors quickly looked past politics and seized on another reason to sell when the August consumer-price index showed that prices of core goods and services, most notably shelter, rose quicker than economists had expected last month.</p><p>Yet comments from Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> Chief Executive Jensen Huang helped turn things around, as did a sense that markets had initially overreacted to the inflation data, Mayfield said.</p><p>&#34;It was an initial overreaction,&#34; he said. &#34;It&#39;s not going to change the Fed&#39;s calculus.&#34;</p><p>Markets may have also benefited from investors realizing that betting markets were still pointing to what has historically been the best outcome for markets: a divided U.S. government.</p><p>Stocks have seen better performance when control in Washington is split between the two parties, according to data furnished by Sam Stovall, chief investment strategist at CFRA. (Stovall, however, caveated this by adding that the sample size is too small to be statistically significant.)</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>A Stock-Market \"Harris Trade\" Is Starting to Take Shape</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\">\nA Stock-Market \"Harris Trade\" Is Starting to Take Shape\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\">2024-09-12 23:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The unwinding of several &#34;Trump trades&#34; grabbed investors&#39; attention early Wednesday. But by the time Wall Street closed, a fledgling &#34;Harris trade&#34; had also started to take shape.</p><p>Bitcoin prices (BTCUSD) tumbled, while shares of Trump-sensitive stocks like Trump Media &amp; Technology Group Corp. <a href=\"https://laohu8.com/S/DJT\">$(DJT)$</a> and private-prisons company Geo Group Inc. <a href=\"https://laohu8.com/S/GEO\">$(GEO)$</a> fell, as investors reacted to the higher perceived odds of a Kamala Harris victory in November&#39;s presidential election by dumping shares expected to benefit from a second Donald Trump administration.</p><p>Around the same time, shares of long-suffering solar-energy companies started to perk up. They ultimately finished Wednesday&#39;s session sharply higher, booking their biggest daily gains since May, according to Dow Jones Market Data.</p><p>And market strategists said that if Vice President Harris, the Democratic nominee, maintains her lead over Republican rival Trump, it could help push them higher still.</p><p>ETFs in the space - including the Invesco Solar ETF TAN and the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Global Clean Energy ETF ICLN - saw notable gains on Wednesday. Shares of First Solar Inc. <a href=\"https://laohu8.com/S/FSLR\">$(FSLR)$</a> were a standout, rising more than 15%, FactSet data showed.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eec076cc5ddbfc6d320ed9e06e9450aa\" tg-width=\"649\" tg-height=\"445\"/></p><p>&#34;There were clearly signs of a Harris trade,&#34; said Jay Hatfield, portfolio manager at Infrastructure Capital Management, during an interview with MarketWatch on Wednesday. &#34;Solar was ripping, [while] financials and energy were weak.&#34;</p><p>Hatfield characterized solar stocks as &#34;the leading bellwether&#34; of the Harris trade. Ross Mayfield, an investment strategist at Baird, characterized solar as &#34;one of the cleanest ways to evaluate that bet.&#34;</p><p>To be sure, clean-energy stocks haven&#39;t always benefited from a Democratic administration; they have been mired in a long bear market for much of President Joe Biden&#39;s term. Previously, they had outperformed when former President Trump was in the White House.</p><p>Still, the fact that solar stocks rallied on Wednesday isn&#39;t surprising: Democrats have expressed support for encouraging the expansion of clean energy, including solar. And given that the industry hasn&#39;t quite found its economic footing, government subsidies remain essential for these companies to thrive, Mayfield noted.</p><p>Speaking more broadly, Hatfield said that the market was &#34;a little destabilized by the prospect of a Harris win&#34; early on. But investors quickly looked past politics and seized on another reason to sell when the August consumer-price index showed that prices of core goods and services, most notably shelter, rose quicker than economists had expected last month.</p><p>Yet comments from Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> Chief Executive Jensen Huang helped turn things around, as did a sense that markets had initially overreacted to the inflation data, Mayfield said.</p><p>&#34;It was an initial overreaction,&#34; he said. &#34;It&#39;s not going to change the Fed&#39;s calculus.&#34;</p><p>Markets may have also benefited from investors realizing that betting markets were still pointing to what has historically been the best outcome for markets: a divided U.S. government.</p><p>Stocks have seen better performance when control in Washington is split between the two parties, according to data furnished by Sam Stovall, chief investment strategist at CFRA. (Stovall, however, caveated this by adding that the sample size is too small to be statistically significant.)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4084":"特种房地产投资信托","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU1983299162.USD":"SCHRODER ISF GLOBAL ENERGY TRANSITION \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4581":"高盛持仓","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","FSLR":"第一太阳能","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","TAN":"太阳能ETF-Guggenheim","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4588":"碎股","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4592":"伊斯兰概念","ICLN":"iShares S&P Global Clean Energy","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4579":"人工智能","BK4165":"安全和报警服务","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","BK4587":"ChatGPT概念","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","BK4527":"明星科技股","BK4543":"AI","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466627845","content_text":"The unwinding of several \"Trump trades\" grabbed investors' attention early Wednesday. But by the time Wall Street closed, a fledgling \"Harris trade\" had also started to take shape.Bitcoin prices (BTCUSD) tumbled, while shares of Trump-sensitive stocks like Trump Media & Technology Group Corp. $(DJT)$ and private-prisons company Geo Group Inc. $(GEO)$ fell, as investors reacted to the higher perceived odds of a Kamala Harris victory in November's presidential election by dumping shares expected to benefit from a second Donald Trump administration.Around the same time, shares of long-suffering solar-energy companies started to perk up. They ultimately finished Wednesday's session sharply higher, booking their biggest daily gains since May, according to Dow Jones Market Data.And market strategists said that if Vice President Harris, the Democratic nominee, maintains her lead over Republican rival Trump, it could help push them higher still.ETFs in the space - including the Invesco Solar ETF TAN and the iShares Global Clean Energy ETF ICLN - saw notable gains on Wednesday. Shares of First Solar Inc. $(FSLR)$ were a standout, rising more than 15%, FactSet data showed.\"There were clearly signs of a Harris trade,\" said Jay Hatfield, portfolio manager at Infrastructure Capital Management, during an interview with MarketWatch on Wednesday. \"Solar was ripping, [while] financials and energy were weak.\"Hatfield characterized solar stocks as \"the leading bellwether\" of the Harris trade. Ross Mayfield, an investment strategist at Baird, characterized solar as \"one of the cleanest ways to evaluate that bet.\"To be sure, clean-energy stocks haven't always benefited from a Democratic administration; they have been mired in a long bear market for much of President Joe Biden's term. Previously, they had outperformed when former President Trump was in the White House.Still, the fact that solar stocks rallied on Wednesday isn't surprising: Democrats have expressed support for encouraging the expansion of clean energy, including solar. And given that the industry hasn't quite found its economic footing, government subsidies remain essential for these companies to thrive, Mayfield noted.Speaking more broadly, Hatfield said that the market was \"a little destabilized by the prospect of a Harris win\" early on. But investors quickly looked past politics and seized on another reason to sell when the August consumer-price index showed that prices of core goods and services, most notably shelter, rose quicker than economists had expected last month.Yet comments from Nvidia Corp. $(NVDA)$ Chief Executive Jensen Huang helped turn things around, as did a sense that markets had initially overreacted to the inflation data, Mayfield said.\"It was an initial overreaction,\" he said. \"It's not going to change the Fed's calculus.\"Markets may have also benefited from investors realizing that betting markets were still pointing to what has historically been the best outcome for markets: a divided U.S. government.Stocks have seen better performance when control in Washington is split between the two parties, according to data furnished by Sam Stovall, chief investment strategist at CFRA. (Stovall, however, caveated this by adding that the sample size is too small to be statistically significant.)","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347580785356856,"gmtCreate":1725882121314,"gmtModify":1725882123220,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347580785356856","repostId":"2466562131","repostType":2,"repost":{"id":"2466562131","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":1725881673,"share":"https://ttm.financial/m/news/2466562131?lang=&edition=fundamental","pubTime":"2024-09-09 19:34","market":"hk","language":"en","title":"Nvidia’s Dominance Could Be Ending, Citi Says. The Stock Rises Anyway","url":"https://stock-news.laohu8.com/highlight/detail?id=2466562131","media":"Dow Jones","summary":"Nvidia looked set to pare back some of its recent losses on Monday, but analysts at Citi are warning that the artificial intelligence-fueled winning streak that powered the chip maker to a trillion-dollar valuation is coming to an end.The stock climbed 1.5% to $104.39 in premarket trading. On Friday, it had dropped 4.1% to cap off a nightmarish week.Nvidia shares have tumbled 20% over the past two weeks, dragged down by worries that the AI investing craze that has powered the market higher ever since ChatGPT launched in November 2022 could soon be about to fizzle out.The expectation that the Federal Reserve will soon start slashing interest rates has also accelerated a rotation out of the once-dominant Magnificent 7 group of megacap tech stocks. Citi analysts said in a research note on Friday that they don't expect Nvidia to carry on being a massive driver of returns for the benchmark S&P 500 index, even though they're predicting that its profit growth will remain strong.","content":"<html><head></head><body><p>Nvidia looked set to pare back some of its recent losses on Monday, but analysts at Citi are warning that the artificial intelligence-fueled winning streak that powered the chip maker to a trillion-dollar valuation is coming to an end.</p><p>The stock climbed 1% to $104 in premarket trading. On Friday, it had dropped 4.1% to cap off a nightmarish week.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cc31cf26753a43584c0a2691896657fe\" tg-width=\"784\" tg-height=\"830\"/></p><p>Nvidia shares have tumbled 20% over the past two weeks, dragged down by worries that the AI investing craze that has powered the market higher ever since ChatGPT launched in November 2022 could soon be about to fizzle out.</p><p>The expectation that the Federal Reserve will soon start slashing interest rates has also accelerated a rotation out of the once-dominant Magnificent 7 group of megacap tech stocks. Citi analysts said in a research note on Friday that they don&#39;t expect Nvidia to carry on being a massive driver of returns for the benchmark S&amp;P 500 index, even though they&#39;re predicting that its profit growth will remain strong.</p><p>&#34;Our sense is that Nvidia is becoming just another large-cap growth stock,&#34; a team led by U.S. equity strategist Scott Chronert wrote. &#34;A simple look at the deceleration in rate of forward guidance increases suggests that its most profound performance and fundamental impacts on index price action may be behind it.&#34;</p><p>They added that the selloff after Nvidia&#39;s solid, but not spectacular, earnings is a sign that the semiconductor giant&#39;s status as an AI darling is fading.</p><p>Among other chip makers, Advanced Micro Devices rose 1% ahead of the opening bell. Broadcom climbed 0.9%, and Qualcomm was up 1.2%. Futures for the S&amp;P 500 ticked up 0.6%.</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>Nvidia’s Dominance Could Be Ending, Citi Says. The Stock Rises Anyway</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\">\nNvidia’s Dominance Could Be Ending, Citi Says. The Stock Rises Anyway\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\">2024-09-09 19:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia looked set to pare back some of its recent losses on Monday, but analysts at Citi are warning that the artificial intelligence-fueled winning streak that powered the chip maker to a trillion-dollar valuation is coming to an end.</p><p>The stock climbed 1% to $104 in premarket trading. On Friday, it had dropped 4.1% to cap off a nightmarish week.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cc31cf26753a43584c0a2691896657fe\" tg-width=\"784\" tg-height=\"830\"/></p><p>Nvidia shares have tumbled 20% over the past two weeks, dragged down by worries that the AI investing craze that has powered the market higher ever since ChatGPT launched in November 2022 could soon be about to fizzle out.</p><p>The expectation that the Federal Reserve will soon start slashing interest rates has also accelerated a rotation out of the once-dominant Magnificent 7 group of megacap tech stocks. Citi analysts said in a research note on Friday that they don&#39;t expect Nvidia to carry on being a massive driver of returns for the benchmark S&amp;P 500 index, even though they&#39;re predicting that its profit growth will remain strong.</p><p>&#34;Our sense is that Nvidia is becoming just another large-cap growth stock,&#34; a team led by U.S. equity strategist Scott Chronert wrote. &#34;A simple look at the deceleration in rate of forward guidance increases suggests that its most profound performance and fundamental impacts on index price action may be behind it.&#34;</p><p>They added that the selloff after Nvidia&#39;s solid, but not spectacular, earnings is a sign that the semiconductor giant&#39;s status as an AI darling is fading.</p><p>Among other chip makers, Advanced Micro Devices rose 1% ahead of the opening bell. Broadcom climbed 0.9%, and Qualcomm was up 1.2%. Futures for the S&amp;P 500 ticked up 0.6%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4543":"AI","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BGHQF631.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) ACC","NVDA":"英伟达","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","LU0444971666.USD":"天利全球科技基金","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","BK4503":"景林资产持仓","IE00B3PB1722.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) INC","IE00B42XCP33.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4549":"软银资本持仓","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BDGV0183.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) INC","IE00BVYPNW00.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466562131","content_text":"Nvidia looked set to pare back some of its recent losses on Monday, but analysts at Citi are warning that the artificial intelligence-fueled winning streak that powered the chip maker to a trillion-dollar valuation is coming to an end.The stock climbed 1% to $104 in premarket trading. On Friday, it had dropped 4.1% to cap off a nightmarish week.Nvidia shares have tumbled 20% over the past two weeks, dragged down by worries that the AI investing craze that has powered the market higher ever since ChatGPT launched in November 2022 could soon be about to fizzle out.The expectation that the Federal Reserve will soon start slashing interest rates has also accelerated a rotation out of the once-dominant Magnificent 7 group of megacap tech stocks. Citi analysts said in a research note on Friday that they don't expect Nvidia to carry on being a massive driver of returns for the benchmark S&P 500 index, even though they're predicting that its profit growth will remain strong.\"Our sense is that Nvidia is becoming just another large-cap growth stock,\" a team led by U.S. equity strategist Scott Chronert wrote. \"A simple look at the deceleration in rate of forward guidance increases suggests that its most profound performance and fundamental impacts on index price action may be behind it.\"They added that the selloff after Nvidia's solid, but not spectacular, earnings is a sign that the semiconductor giant's status as an AI darling is fading.Among other chip makers, Advanced Micro Devices rose 1% ahead of the opening bell. Broadcom climbed 0.9%, and Qualcomm was up 1.2%. Futures for the S&P 500 ticked up 0.6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346041885749264,"gmtCreate":1725509762648,"gmtModify":1725509764880,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346041885749264","repostId":"2465534198","repostType":2,"repost":{"id":"2465534198","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":1725507291,"share":"https://ttm.financial/m/news/2465534198?lang=&edition=fundamental","pubTime":"2024-09-05 11:34","market":"nz","language":"en","title":"Nvidia's Stock Volatility Is the Price You Pay for Market-Leading Returns","url":"https://stock-news.laohu8.com/highlight/detail?id=2465534198","media":"Dow Jones","summary":"This article is from the free weekly Barron's Tech email newsletter. Sign up here to get it delivered directly to your inbox.Not Easy. Hi everyone. I'm sure you saw the news. On Tuesday, Nvidia's stock price dropped 9.5%, erasing $279 billion in shareholder value -- the largest daily market cap loss for any U.S. company ever.Since Nvidia began its tremendous AI run around the debut of ChatGPT in November 2022, the stock has soared more than six times. But the big move up has been coupled with multiple short declines.Sure enough, Nvidia has also been responsible for five of the top 10 one-day market value gains, including the largest increase ever -- a gain of $327 billion on July 31. Win some, lose some.Nvidia has said that more than 40% of its data center revenue comes from graphics processing units, or GPUs, used for large-language model inference -- the process of generating answers from those AI models. That means the rest of its sales are for training cutting-edge AI models.","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Tae Kim \n</p>\n<p>\n  A version of this article was first published in the free weekly Barron's Tech email newsletter. Sign up here to get it delivered directly to your inbox. \n</p>\n<p>\n     Not Easy. Hi everyone. I'm sure you saw the news. On Tuesday, Nvidia's stock price dropped 9.5%, erasing $279 billion in shareholder value -- the largest daily market cap loss for any U.S. company ever. \n</p>\n<p>\n     Headlines, including one from Barron's , flagged the big moment. But I want to provide some additional context because history suggests the big move, while flashy, doesn't ultimately mean much. \n</p>\n<p>\n     Since Nvidia began its tremendous artificial-intelligence-driven run around the debut of ChatGPT in November 2022, the stock has soared more than six times. But the big move up has been coupled with multiple short declines. \n</p>\n<p>\n     In fact, Nvidia has now accounted for eight of the top 10 largest one-day market cap declines on record. Simply put, as the stock has gained heft, the numbers have gotten much bigger. \n</p>\n<p>\n     Pair that with the fact that Nvidia is a high-growth semiconductor stock, and massive market value moves are all but inevitable. A mid-single digit percent move on a multitrillion-dollar market cap equals a big number. It's just math. \n</p>\n<p>\n     Sure enough, Nvidia has also been responsible for five of the top 10 one-day market value gains, including the largest increase ever -- a gain of $327 billion on July 31. Win some, lose some. \n</p>\n<p>\n     Among the largest U.S. companies, Nvidia stands out. There are two other U.S. firms worth more than $2 trillion -- Apple and Microsoft. But both of them are more mature businesses that don't come close to Nvidia's 122% revenue growth rate in its latest quarter. \n</p>\n<p>\n     After each of Nvidia's historic one-day declines, the stock has eventually rebounded. It's better not to read much into the incidents. \n</p>\n<p>\n     Tuesday's move, for what it's worth, wasn't tied to corporate fundamentals. It seemed mainly driven by a rotation out of growth stocks after a mixed manufacturing report from the Institute for Supply Management. \n</p>\n<p>\n     Despite the drop, Nvidia remains the best-performing stock in the S&amp;P 500 this year, up 107%. The No. 2 performer, Vistra, is up 91%. \n</p>\n<p>\n     The reality is that the best-performing stocks don't go up 1% or 2% every day with no volatility. Investing in those names requires getting comfortable with big moves -- both up and down. \n</p>\n<p>\n     Nvidia, of course, will eventually see a longer-term drop. Someday, revenue growth will decline materially, and the share price will falter in a big way. I believe the primary potential catalyst for that slowdown is in the area of AI training. \n</p>\n<p>\n     Nvidia has said that more than 40% of its data center revenue comes from graphics processing units, or GPUs, used for large-language model inference -- the process of generating answers from those AI models. That means the rest of its sales are for training cutting-edge AI models. \n</p>\n<p>\n     At some point, those AI models will become more mainstream and that training will slow. But not soon. Just last week, Nvidia CEO Jensen Huang said the company's customers were still seeing the benefits of scaling up AI models, meaning there's plenty of incentive for Nvidia customers to keep on buying. \n</p>\n<p>\n     As long as next-generation AI models continue to improve, demand for Nvidia's GPUs should stay robust -- and its stock should continue to hit new highs. \n</p>\n<p>\n     This Week in Barron's Tech \n</p>\n<pre>\n   -- <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and 2 More Stocks Added to JP Morgan Focus List. Here's Why. \n \n   -- Super Micro Stock Rises. CEO Says Short Seller Report Was 'Misleading.' \n \n   -- Buy Broadcom Stock, Analyst Says. A Chip Bottom Could Be Coming. \n \n   -- ASML Was a Chip-Sector Darling. Why This Analyst Has Soured on the Stock. \n \n   -- Autodesk Stock Rises on Earnings Beat and Guidance Boost \n</pre>\n<p>\n     Write to Tae Kim at tae.kim@barrons.com or follow him on X at @firstadopter. \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 06, 2024 14:18 ET (18:18 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Stock Volatility Is the Price You Pay for Market-Leading Returns</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\">\nNvidia's Stock Volatility Is the Price You Pay for Market-Leading Returns\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\">2024-09-05 11:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Tae Kim \n</p>\n<p>\n  A version of this article was first published in the free weekly Barron's Tech email newsletter. Sign up here to get it delivered directly to your inbox. \n</p>\n<p>\n     Not Easy. Hi everyone. I'm sure you saw the news. On Tuesday, Nvidia's stock price dropped 9.5%, erasing $279 billion in shareholder value -- the largest daily market cap loss for any U.S. company ever. \n</p>\n<p>\n     Headlines, including one from Barron's , flagged the big moment. But I want to provide some additional context because history suggests the big move, while flashy, doesn't ultimately mean much. \n</p>\n<p>\n     Since Nvidia began its tremendous artificial-intelligence-driven run around the debut of ChatGPT in November 2022, the stock has soared more than six times. But the big move up has been coupled with multiple short declines. \n</p>\n<p>\n     In fact, Nvidia has now accounted for eight of the top 10 largest one-day market cap declines on record. Simply put, as the stock has gained heft, the numbers have gotten much bigger. \n</p>\n<p>\n     Pair that with the fact that Nvidia is a high-growth semiconductor stock, and massive market value moves are all but inevitable. A mid-single digit percent move on a multitrillion-dollar market cap equals a big number. It's just math. \n</p>\n<p>\n     Sure enough, Nvidia has also been responsible for five of the top 10 one-day market value gains, including the largest increase ever -- a gain of $327 billion on July 31. Win some, lose some. \n</p>\n<p>\n     Among the largest U.S. companies, Nvidia stands out. There are two other U.S. firms worth more than $2 trillion -- Apple and Microsoft. But both of them are more mature businesses that don't come close to Nvidia's 122% revenue growth rate in its latest quarter. \n</p>\n<p>\n     After each of Nvidia's historic one-day declines, the stock has eventually rebounded. It's better not to read much into the incidents. \n</p>\n<p>\n     Tuesday's move, for what it's worth, wasn't tied to corporate fundamentals. It seemed mainly driven by a rotation out of growth stocks after a mixed manufacturing report from the Institute for Supply Management. \n</p>\n<p>\n     Despite the drop, Nvidia remains the best-performing stock in the S&amp;P 500 this year, up 107%. The No. 2 performer, Vistra, is up 91%. \n</p>\n<p>\n     The reality is that the best-performing stocks don't go up 1% or 2% every day with no volatility. Investing in those names requires getting comfortable with big moves -- both up and down. \n</p>\n<p>\n     Nvidia, of course, will eventually see a longer-term drop. Someday, revenue growth will decline materially, and the share price will falter in a big way. I believe the primary potential catalyst for that slowdown is in the area of AI training. \n</p>\n<p>\n     Nvidia has said that more than 40% of its data center revenue comes from graphics processing units, or GPUs, used for large-language model inference -- the process of generating answers from those AI models. That means the rest of its sales are for training cutting-edge AI models. \n</p>\n<p>\n     At some point, those AI models will become more mainstream and that training will slow. But not soon. Just last week, Nvidia CEO Jensen Huang said the company's customers were still seeing the benefits of scaling up AI models, meaning there's plenty of incentive for Nvidia customers to keep on buying. \n</p>\n<p>\n     As long as next-generation AI models continue to improve, demand for Nvidia's GPUs should stay robust -- and its stock should continue to hit new highs. \n</p>\n<p>\n     This Week in Barron's Tech \n</p>\n<pre>\n   -- <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and 2 More Stocks Added to JP Morgan Focus List. Here's Why. \n \n   -- Super Micro Stock Rises. CEO Says Short Seller Report Was 'Misleading.' \n \n   -- Buy Broadcom Stock, Analyst Says. A Chip Bottom Could Be Coming. \n \n   -- ASML Was a Chip-Sector Darling. Why This Analyst Has Soured on the Stock. \n \n   -- Autodesk Stock Rises on Earnings Beat and Guidance Boost \n</pre>\n<p>\n     Write to Tae Kim at tae.kim@barrons.com or follow him on X at @firstadopter. \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 06, 2024 14:18 ET (18:18 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4534":"瑞士信贷持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","NVDA":"英伟达","BK4532":"文艺复兴科技持仓","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4543":"AI","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4549":"软银资本持仓","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4105":"独立电力生产商与能源贸易商","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0072462426.USD":"贝莱德全球配置 A2","BK4554":"元宇宙及AR概念"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2465534198","content_text":"By Tae Kim \n\n\n  A version of this article was first published in the free weekly Barron's Tech email newsletter. Sign up here to get it delivered directly to your inbox. \n\n\n     Not Easy. Hi everyone. I'm sure you saw the news. On Tuesday, Nvidia's stock price dropped 9.5%, erasing $279 billion in shareholder value -- the largest daily market cap loss for any U.S. company ever. \n\n\n     Headlines, including one from Barron's , flagged the big moment. But I want to provide some additional context because history suggests the big move, while flashy, doesn't ultimately mean much. \n\n\n     Since Nvidia began its tremendous artificial-intelligence-driven run around the debut of ChatGPT in November 2022, the stock has soared more than six times. But the big move up has been coupled with multiple short declines. \n\n\n     In fact, Nvidia has now accounted for eight of the top 10 largest one-day market cap declines on record. Simply put, as the stock has gained heft, the numbers have gotten much bigger. \n\n\n     Pair that with the fact that Nvidia is a high-growth semiconductor stock, and massive market value moves are all but inevitable. A mid-single digit percent move on a multitrillion-dollar market cap equals a big number. It's just math. \n\n\n     Sure enough, Nvidia has also been responsible for five of the top 10 one-day market value gains, including the largest increase ever -- a gain of $327 billion on July 31. Win some, lose some. \n\n\n     Among the largest U.S. companies, Nvidia stands out. There are two other U.S. firms worth more than $2 trillion -- Apple and Microsoft. But both of them are more mature businesses that don't come close to Nvidia's 122% revenue growth rate in its latest quarter. \n\n\n     After each of Nvidia's historic one-day declines, the stock has eventually rebounded. It's better not to read much into the incidents. \n\n\n     Tuesday's move, for what it's worth, wasn't tied to corporate fundamentals. It seemed mainly driven by a rotation out of growth stocks after a mixed manufacturing report from the Institute for Supply Management. \n\n\n     Despite the drop, Nvidia remains the best-performing stock in the S&P 500 this year, up 107%. The No. 2 performer, Vistra, is up 91%. \n\n\n     The reality is that the best-performing stocks don't go up 1% or 2% every day with no volatility. Investing in those names requires getting comfortable with big moves -- both up and down. \n\n\n     Nvidia, of course, will eventually see a longer-term drop. Someday, revenue growth will decline materially, and the share price will falter in a big way. I believe the primary potential catalyst for that slowdown is in the area of AI training. \n\n\n     Nvidia has said that more than 40% of its data center revenue comes from graphics processing units, or GPUs, used for large-language model inference -- the process of generating answers from those AI models. That means the rest of its sales are for training cutting-edge AI models. \n\n\n     At some point, those AI models will become more mainstream and that training will slow. But not soon. Just last week, Nvidia CEO Jensen Huang said the company's customers were still seeing the benefits of scaling up AI models, meaning there's plenty of incentive for Nvidia customers to keep on buying. \n\n\n     As long as next-generation AI models continue to improve, demand for Nvidia's GPUs should stay robust -- and its stock should continue to hit new highs. \n\n\n     This Week in Barron's Tech \n\n\n   -- Adobe and 2 More Stocks Added to JP Morgan Focus List. Here's Why. \n \n   -- Super Micro Stock Rises. CEO Says Short Seller Report Was 'Misleading.' \n \n   -- Buy Broadcom Stock, Analyst Says. A Chip Bottom Could Be Coming. \n \n   -- ASML Was a Chip-Sector Darling. Why This Analyst Has Soured on the Stock. \n \n   -- Autodesk Stock Rises on Earnings Beat and Guidance Boost \n\n\n     Write to Tae Kim at tae.kim@barrons.com or follow him on X at @firstadopter. \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 06, 2024 14:18 ET (18:18 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345771192438912,"gmtCreate":1725422185982,"gmtModify":1725422189336,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345771192438912","repostId":"2464822264","repostType":2,"repost":{"id":"2464822264","pubTimestamp":1725413700,"share":"https://ttm.financial/m/news/2464822264?lang=&edition=fundamental","pubTime":"2024-09-04 09:35","market":"sg","language":"en","title":"3 Singapore Blue-Chip Stocks Touching Their 52-Week Highs: Can Their Run Continue?","url":"https://stock-news.laohu8.com/highlight/detail?id=2464822264","media":"The Smart Investor","summary":"These three blue-chip stocks are seeing their share prices scale a new high. Can they carry on their impressive run?","content":"<html><head></head><body><p>Happy times have come for the Singapore stock market as the index achieved a six-year high back in early July.</p><p>Businesses are enjoying good traction along with a sanguine economic outlook.</p><p>In line with this feel-good feeling, many stocks have seen their share prices hit a year-high.</p><p>Investors may be eyeing the Singapore blue-chip stocks that offer an added layer of stability on top of growth and dividends.</p><p>We profile three Singapore blue-chip firms that recently scaled their 52-week highs to determine if they can continue to climb.</p><h2 id=\"id_2461596140\">Singtel (SGX: Z74)</h2><p>Singtel is Singapore’s largest telecommunication company (telco) and provides a comprehensive range of services including mobile, broadband, pay TV, data centre, and cybersecurity services.</p><p>Singtel’s share price recently hit a 52-week high of S$3.13, up 27.8% year-to-date.</p><p>The telco recently released its business update for the first quarter of fiscal 2025 (1Q FY2025) ending 30 June 2024.</p><p>The group saw a resilient performance with underlying operating revenue dipping just 1% year on year to S$3.4 billion.</p><p>Underlying (core) operating profit, however, jumped 16.1% year on year to S$382 million.</p><p>After accounting for higher finance costs, Singtel posted a 5.4% year-on-year increase in its underlying net profit to S$603 million.</p><p>Singtel has reaffirmed its FY2025 outlook for a high single-digit to low double-digit year-on-year growth in operating profit (excluding associates’ contributions).</p><p>It is also on track to realise cost savings of S$200 million from Singtel Singapore and Optus.</p><p>Management’s promise to pay out a value realisation dividend (VRD) of between S$0.03 to S$0.06 is also on track.</p><p>Singtel also released its recent Investor Day 2024 slides that detailed its growth plans.</p><p>It intends to scale Nxera, its data centre division, to more than 200 MW by 2026 with EBITDA (earnings before interest, taxes, depreciation and amortisation) to double by 2028.</p><p>For NCS, Singtel is eyeing larger markets to bring in revenue for the division.</p><p>The aim is for 40% of revenue to come from outside Singapore, up from the current 14% for 1Q FY2025.</p><p>Over time, management is also targeting astute capital recycling and working to simplify holding structures to achieve a better cost structure and realise value for shareholders.</p><h2 id=\"id_632033753\">Hongkong Land (SGX: H78)</h2><p>Hongkong Land, or HKL, is a property investment, management, and development group.</p><p>The group owns more than 850,000 square metres of prime office and luxury retail assets in cities such as Singapore, Hong Kong, Beijing, and Jakarta.</p><p>HKL’s share price hit its 52-week high of US$3.81 recently and is up 8.4% year-to-date.</p><p>The share price has also rebounded 35% from its 52-week low of US$2.78.</p><p>For the first half of 2024 (1H 2024), revenue shot up 45% year on year to US$972.4 million with investment properties delivering a solid performance.</p><p>However, operating profit tumbled 45.5% year on year to US$214.1 million because of non-cash provisions against the carrying value of certain projects in China.</p><p>The underlying loss came in at US$7 million against an underlying net profit of US$422 million in 1H 2023.</p><p>Despite the loss, HKL maintained its interim dividend at US$0.06.</p><p>The group is undergoing a comprehensive strategic review of its overall business strategy and commercial properties and will present a strategy update before the end of this year.</p><p>Tomorrow’s CENTRAL, a US$1 billion investment to reimagine HKL’s core Hong Kong retail portfolio, is scheduled to commence in phases over the next three years.</p><p>Over in Shanghai, the property giant will develop its West Bund Project, a district with commercial and residential properties, and plans to open this project in phases from 2024 to 2027.</p><h2 id=\"id_3145050648\">Frasers Centrepoint Trust (SGX: J69U)</h2><p>Frasers Centrepoint Trust, or FCT, is a retail REIT with a portfolio of nine suburban malls and one office building.</p><p>The REIT’s assets under management stood at around S$7.1 billion as of 31 March 2024.</p><p>FCT’s unit price touched its 52-week high of S$2.39 recently and is up 5.8% year-to-date.</p><p>The retail REIT’s shares also rebounded 18.4% from its 52-week low of S$2.01.</p><p>FCT recently released an encouraging business update for its third quarter of fiscal 2024 (3Q FY2024) ending 30 June 2024.</p><p>Retail portfolio committed occupancy stayed high at 99.7% while shopper traffic for the quarter registered a 4.1% year-on-year increase.</p><p>Research firm CBRE expects prime retail rents to sustain its recovery for 2024, potentially giving FCT’s rental reversion a boost.</p><p>Aggregate leverage stood at 39.1% with an all-in average cost of debt of 4.2%.</p><p>The REIT has no refinancing risk for the remainder of FY2024 and has almost 16% of its loans coming due in FY2025.</p><p>Its Tampines 1 asset enhancement initiative (AEI) is on track to be completed this month and has seen 100% committed occupancy.</p><p>Around 9,000 square feet of net lettable area was created and deployed to prime retail floors.</p><p>Management is confident of achieving a return on investment of more than 8% for this AEI.</p></body></html>","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Singapore Blue-Chip Stocks Touching Their 52-Week Highs: Can Their Run Continue?</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Singapore Blue-Chip Stocks Touching Their 52-Week Highs: Can Their Run Continue?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-04 09:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://thesmartinvestor.com.sg/3-singapore-blue-chip-stocks-touching-their-52-week-highs-can-their-run-continue/><strong>The Smart Investor</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Happy times have come for the Singapore stock market as the index achieved a six-year high back in early July.Businesses are enjoying good traction along with a sanguine economic outlook.In line with ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/3-singapore-blue-chip-stocks-touching-their-52-week-highs-can-their-run-continue/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0955669360.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD","Z74.SI":"新电信","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","LU0762540952.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AC\" (USD) ACC","LU0738912210.USD":"Blackrock Asia Pacific Equity Income A6 USD","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","BK6139":"房地产运营公司","BK6513":"电信服务股","LU1130305938.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD-H","BK6137":"零售房地产信托","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","SG9999001127.SGD":"United Singapore Growth Fund SGD","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","BK6035":"综合电信业务","LU0197773160.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AC\" ACC","SG9999002406.SGD":"利安新加坡信托基金","LU0762542818.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM\" (HKD) INC","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","SG9999002620.SGD":"LionGlobal South East Asia SGD","BK6011":"零售业房地产投资信托","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0197773673.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AS\" (USD) INC","J69U.SI":"星狮地产信托","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU0762541174.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM2\" (USD) INC","BK6512":"房地产股","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","H78.SI":"置地控股有限公司","BK4563":"昨日强势股","SG9999001135.SGD":"United ASEAN Fund SGD","BK4024":"房地产开发","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0414403682.SGD":"Blackrock Asia Pacific Equity Income A5 SGD-H","LU0048573645.USD":"富达东盟基金","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0251143029.SGD":"Fidelity ASEAN A-SGD","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD"},"source_url":"https://thesmartinvestor.com.sg/3-singapore-blue-chip-stocks-touching-their-52-week-highs-can-their-run-continue/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2464822264","content_text":"Happy times have come for the Singapore stock market as the index achieved a six-year high back in early July.Businesses are enjoying good traction along with a sanguine economic outlook.In line with this feel-good feeling, many stocks have seen their share prices hit a year-high.Investors may be eyeing the Singapore blue-chip stocks that offer an added layer of stability on top of growth and dividends.We profile three Singapore blue-chip firms that recently scaled their 52-week highs to determine if they can continue to climb.Singtel (SGX: Z74)Singtel is Singapore’s largest telecommunication company (telco) and provides a comprehensive range of services including mobile, broadband, pay TV, data centre, and cybersecurity services.Singtel’s share price recently hit a 52-week high of S$3.13, up 27.8% year-to-date.The telco recently released its business update for the first quarter of fiscal 2025 (1Q FY2025) ending 30 June 2024.The group saw a resilient performance with underlying operating revenue dipping just 1% year on year to S$3.4 billion.Underlying (core) operating profit, however, jumped 16.1% year on year to S$382 million.After accounting for higher finance costs, Singtel posted a 5.4% year-on-year increase in its underlying net profit to S$603 million.Singtel has reaffirmed its FY2025 outlook for a high single-digit to low double-digit year-on-year growth in operating profit (excluding associates’ contributions).It is also on track to realise cost savings of S$200 million from Singtel Singapore and Optus.Management’s promise to pay out a value realisation dividend (VRD) of between S$0.03 to S$0.06 is also on track.Singtel also released its recent Investor Day 2024 slides that detailed its growth plans.It intends to scale Nxera, its data centre division, to more than 200 MW by 2026 with EBITDA (earnings before interest, taxes, depreciation and amortisation) to double by 2028.For NCS, Singtel is eyeing larger markets to bring in revenue for the division.The aim is for 40% of revenue to come from outside Singapore, up from the current 14% for 1Q FY2025.Over time, management is also targeting astute capital recycling and working to simplify holding structures to achieve a better cost structure and realise value for shareholders.Hongkong Land (SGX: H78)Hongkong Land, or HKL, is a property investment, management, and development group.The group owns more than 850,000 square metres of prime office and luxury retail assets in cities such as Singapore, Hong Kong, Beijing, and Jakarta.HKL’s share price hit its 52-week high of US$3.81 recently and is up 8.4% year-to-date.The share price has also rebounded 35% from its 52-week low of US$2.78.For the first half of 2024 (1H 2024), revenue shot up 45% year on year to US$972.4 million with investment properties delivering a solid performance.However, operating profit tumbled 45.5% year on year to US$214.1 million because of non-cash provisions against the carrying value of certain projects in China.The underlying loss came in at US$7 million against an underlying net profit of US$422 million in 1H 2023.Despite the loss, HKL maintained its interim dividend at US$0.06.The group is undergoing a comprehensive strategic review of its overall business strategy and commercial properties and will present a strategy update before the end of this year.Tomorrow’s CENTRAL, a US$1 billion investment to reimagine HKL’s core Hong Kong retail portfolio, is scheduled to commence in phases over the next three years.Over in Shanghai, the property giant will develop its West Bund Project, a district with commercial and residential properties, and plans to open this project in phases from 2024 to 2027.Frasers Centrepoint Trust (SGX: J69U)Frasers Centrepoint Trust, or FCT, is a retail REIT with a portfolio of nine suburban malls and one office building.The REIT’s assets under management stood at around S$7.1 billion as of 31 March 2024.FCT’s unit price touched its 52-week high of S$2.39 recently and is up 5.8% year-to-date.The retail REIT’s shares also rebounded 18.4% from its 52-week low of S$2.01.FCT recently released an encouraging business update for its third quarter of fiscal 2024 (3Q FY2024) ending 30 June 2024.Retail portfolio committed occupancy stayed high at 99.7% while shopper traffic for the quarter registered a 4.1% year-on-year increase.Research firm CBRE expects prime retail rents to sustain its recovery for 2024, potentially giving FCT’s rental reversion a boost.Aggregate leverage stood at 39.1% with an all-in average cost of debt of 4.2%.The REIT has no refinancing risk for the remainder of FY2024 and has almost 16% of its loans coming due in FY2025.Its Tampines 1 asset enhancement initiative (AEI) is on track to be completed this month and has seen 100% committed occupancy.Around 9,000 square feet of net lettable area was created and deployed to prime retail floors.Management is confident of achieving a return on investment of more than 8% for this AEI.","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343901885186320,"gmtCreate":1725000903086,"gmtModify":1725000906837,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343901885186320","repostId":"2463220010","repostType":2,"repost":{"id":"2463220010","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":1724996051,"share":"https://ttm.financial/m/news/2463220010?lang=&edition=fundamental","pubTime":"2024-08-30 13:34","market":"hk","language":"en","title":"A Short-Seller Tanks Super Micro Stock. The AI Highflier Has Bigger Problems","url":"https://stock-news.laohu8.com/highlight/detail?id=2463220010","media":"Dow Jones","summary":"In 1937, seven million cubic feet of contained hydrogen ignited over Manchester Township, N.J., bringing down a German airship the size of a football field in half a minute as nearby movie cameras whirred. \"This is the worst thing I've ever witnessed,\" said one broadcaster.The vessel's name, Hindenburg, never caught on as a popular brand, as you might imagine. There's no Hindenburg peanut butter or antacid tablets. You surely wouldn't want the name for an investment business. Unless you're a short seller. This unusual breed bets against stocks, and then publishes reports convincing others that those stocks are unrelenting disasters. A short seller would object to naming his firm for the Titanic on the grounds that there were 706 survivors.Super Micro says it \"delivers the broadest selection of AI systems and solutions,\" which sounds like an ideal fit for the moment. But then, I can claim truthfully, more or less, that in my 20s, I made my own computer. What I really did was assemble on","content":"<html><head></head><body><p>In 1937, seven million cubic feet of contained hydrogen ignited over Manchester Township, N.J., bringing down a German airship the size of a football field in half a minute as nearby movie cameras whirred. &#34;This is the worst thing I&#39;ve ever witnessed,&#34; said one broadcaster.</p><p>The vessel&#39;s name, Hindenburg, never caught on as a popular brand, as you might imagine. There&#39;s no Hindenburg peanut butter or antacid tablets. You surely wouldn&#39;t want the name for an investment business. Unless you&#39;re a short seller. This unusual breed bets against stocks, and then publishes reports convincing others that those stocks are unrelenting disasters. A short seller would object to naming his firm for the Titanic on the grounds that there were 706 survivors.</p><p>And so it is that there&#39;s a short seller called Hindenburg Research that has gone after an artificial-intelligence highflier called Super Micro Computer. It isn&#39;t super for Super, because apart from Hindenburg&#39;s name, there&#39;s its record. Four years ago in this column, I reported on my conversation with Trevor Milton, founder of clean energy big-rig start-up Nikola, which was pushing back against a searing Hindenburg report. Investors who bought shares would have &#34;one of the funnest rides they&#39;ve ever had,&#34; Milton told me. I recommended that readers &#34;sit this fun ride out.&#34; Shares are down 99%. Milton was sentenced late last year to four years in prison for securities and wire fraud.</p><p>In May of last year, Hindenburg issued a report arguing that the unit price of publicly traded Icahn Enterprises was &#34;inflated by 75%.&#34; It&#39;s down 74%.</p><p>Hindenburg&#39;s latest turd blossom, dated this past Tuesday, alleges that it has found &#34;glaring accounting red flags&#34; at Super Micro, including &#34;evidence of undisclosed related-party transactions.&#34; Super Micro hasn&#39;t commented, but said in a Wednesday filing that it will delay its annual report to assess &#34;the design and operating effectiveness of its internal controls over financial reporting.&#34; Shares have collapsed from a high of over $1,200 in March to a recent $440.</p><p>Let&#39;s put aside the merits of Hindenburg&#39;s specific claims and check in with a guy who turned bearish on Super Micro long before the short attack, to look for clues on avoiding other stock blowups. Mehdi Hosseini at Susquehanna Financial Group studied electrical engineering and designed chips for National Semiconductor, now part of Texas Instruments, before becoming a stock analyst. He has been following Super Micro since 2013, and says his Sell call late last year was early, but also that the company hasn&#39;t been trading on fundamentals. &#34;This is a meme stock,&#34; he says.</p><p>Super Micro says it &#34;delivers the broadest selection of AI systems and solutions,&#34; which sounds like an ideal fit for the moment. But then, I can claim truthfully, more or less, that in my 20s, I made my own computer. What I really did was assemble one using plug-and-play parts recommended on some website for cash-strapped nerds. The job took 45 minutes and a screwdriver.</p><p>I&#39;m not saying that I know as much as Super Micro. I&#39;m saying that Nvidia knows a heck of a lot more, and it&#39;s not really a subjective matter. It&#39;s a matter of using research-and-development spending as a proxy for smarts. Preliminary results for Super Micro&#39;s latest fiscal year show R&amp;D of $348 million, or 2% of revenue, versus Nvidia&#39;s more than $6 billion, or 10% of revenue. These two companies don&#39;t bring nearly the same thing to the AI arms race.</p><p>Super Micro makes computer systems using its own brand of boxes with key innards from other manufacturers. A partnership with Nvidia made it an AI stock darling. But most of the innovation occurs &#34;upstream,&#34; with Nvidia and its chip-making partner Taiwan Semiconductor, says Hosseini. &#34;Super Micro doesn&#39;t really do the innovation,&#34; he says. &#34;They are a contract manufacturer with willingness to commit working capital.&#34; In other words, Super Micro pays upfront for memory, storage, cases, screws, and whatever else is needed for a partner like Nvidia to sell more high-value chips. It&#39;s a relatively weak hand that limits pricing power. It&#39;s also expensive during periods of extreme growth.</p><p>In Super Micro&#39;s latest fiscal year, its revenue doubled to $14.9 billion, judging by preliminary, not official, really-don&#39;t-rely-too-heavily-on-these-yet results. Earnings were seemingly robust, at $1.34 billion. But free cash flow was negative by $2.6 billion. &#34;Would It Take Another $2B+ of FCF Burn to Double Rev Again?!&#34; asked Hosseini in the title of an Aug. 7 investor note. Super Micro raised funds this year by issuing convertible bonds and shares, and might have to raise more, he wrote.</p><p>Earnings and free cash flow are meant to measure roughly the same thing over time. It&#39;s just that earnings pretend that the timing of revenue matches up neatly with the timing of associated costs, to make it easy for stock investors to compare the two. With free cash flow, there&#39;s no pretending. Nearly 30 years ago, a landmark accounting study found that companies with high &#34;accruals&#34; -- think high earnings and low free cash flow -- go on to produce poor stock returns, on average. More recent studies suggest this &#34;accrual anomaly&#34; has weakened, perhaps because it has been traded away by hedge funds exploiting it.</p><p>But free cash flow is still a useful check on earnings. Maybe a frequent cash burner is making a daredevil bet on growth that will pay off marvelously, as it did for Netflix. But maybe not.</p><p>If the Super Micro selloff tempts, Hosseini says to set aside the accusations and judge matters, for now, by what is known. The company was delisted by Nasdaq in 2018 for delayed financial reporting, and restated results the following year. Some executives from then have been rehired. The founder is both chief executive and chairman, limiting board independence.</p><p>Also, &#34;customers may abandon this partner because of these irregularities,&#34; Hosseini says. In other words, Hindenburg could be a disaster for revenue no matter what we learn about its claims.</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>A Short-Seller Tanks Super Micro Stock. The AI Highflier Has Bigger Problems</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\">\nA Short-Seller Tanks Super Micro Stock. The AI Highflier Has Bigger Problems\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\">2024-08-30 13:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>In 1937, seven million cubic feet of contained hydrogen ignited over Manchester Township, N.J., bringing down a German airship the size of a football field in half a minute as nearby movie cameras whirred. &#34;This is the worst thing I&#39;ve ever witnessed,&#34; said one broadcaster.</p><p>The vessel&#39;s name, Hindenburg, never caught on as a popular brand, as you might imagine. There&#39;s no Hindenburg peanut butter or antacid tablets. You surely wouldn&#39;t want the name for an investment business. Unless you&#39;re a short seller. This unusual breed bets against stocks, and then publishes reports convincing others that those stocks are unrelenting disasters. A short seller would object to naming his firm for the Titanic on the grounds that there were 706 survivors.</p><p>And so it is that there&#39;s a short seller called Hindenburg Research that has gone after an artificial-intelligence highflier called Super Micro Computer. It isn&#39;t super for Super, because apart from Hindenburg&#39;s name, there&#39;s its record. Four years ago in this column, I reported on my conversation with Trevor Milton, founder of clean energy big-rig start-up Nikola, which was pushing back against a searing Hindenburg report. Investors who bought shares would have &#34;one of the funnest rides they&#39;ve ever had,&#34; Milton told me. I recommended that readers &#34;sit this fun ride out.&#34; Shares are down 99%. Milton was sentenced late last year to four years in prison for securities and wire fraud.</p><p>In May of last year, Hindenburg issued a report arguing that the unit price of publicly traded Icahn Enterprises was &#34;inflated by 75%.&#34; It&#39;s down 74%.</p><p>Hindenburg&#39;s latest turd blossom, dated this past Tuesday, alleges that it has found &#34;glaring accounting red flags&#34; at Super Micro, including &#34;evidence of undisclosed related-party transactions.&#34; Super Micro hasn&#39;t commented, but said in a Wednesday filing that it will delay its annual report to assess &#34;the design and operating effectiveness of its internal controls over financial reporting.&#34; Shares have collapsed from a high of over $1,200 in March to a recent $440.</p><p>Let&#39;s put aside the merits of Hindenburg&#39;s specific claims and check in with a guy who turned bearish on Super Micro long before the short attack, to look for clues on avoiding other stock blowups. Mehdi Hosseini at Susquehanna Financial Group studied electrical engineering and designed chips for National Semiconductor, now part of Texas Instruments, before becoming a stock analyst. He has been following Super Micro since 2013, and says his Sell call late last year was early, but also that the company hasn&#39;t been trading on fundamentals. &#34;This is a meme stock,&#34; he says.</p><p>Super Micro says it &#34;delivers the broadest selection of AI systems and solutions,&#34; which sounds like an ideal fit for the moment. But then, I can claim truthfully, more or less, that in my 20s, I made my own computer. What I really did was assemble one using plug-and-play parts recommended on some website for cash-strapped nerds. The job took 45 minutes and a screwdriver.</p><p>I&#39;m not saying that I know as much as Super Micro. I&#39;m saying that Nvidia knows a heck of a lot more, and it&#39;s not really a subjective matter. It&#39;s a matter of using research-and-development spending as a proxy for smarts. Preliminary results for Super Micro&#39;s latest fiscal year show R&amp;D of $348 million, or 2% of revenue, versus Nvidia&#39;s more than $6 billion, or 10% of revenue. These two companies don&#39;t bring nearly the same thing to the AI arms race.</p><p>Super Micro makes computer systems using its own brand of boxes with key innards from other manufacturers. A partnership with Nvidia made it an AI stock darling. But most of the innovation occurs &#34;upstream,&#34; with Nvidia and its chip-making partner Taiwan Semiconductor, says Hosseini. &#34;Super Micro doesn&#39;t really do the innovation,&#34; he says. &#34;They are a contract manufacturer with willingness to commit working capital.&#34; In other words, Super Micro pays upfront for memory, storage, cases, screws, and whatever else is needed for a partner like Nvidia to sell more high-value chips. It&#39;s a relatively weak hand that limits pricing power. It&#39;s also expensive during periods of extreme growth.</p><p>In Super Micro&#39;s latest fiscal year, its revenue doubled to $14.9 billion, judging by preliminary, not official, really-don&#39;t-rely-too-heavily-on-these-yet results. Earnings were seemingly robust, at $1.34 billion. But free cash flow was negative by $2.6 billion. &#34;Would It Take Another $2B+ of FCF Burn to Double Rev Again?!&#34; asked Hosseini in the title of an Aug. 7 investor note. Super Micro raised funds this year by issuing convertible bonds and shares, and might have to raise more, he wrote.</p><p>Earnings and free cash flow are meant to measure roughly the same thing over time. It&#39;s just that earnings pretend that the timing of revenue matches up neatly with the timing of associated costs, to make it easy for stock investors to compare the two. With free cash flow, there&#39;s no pretending. Nearly 30 years ago, a landmark accounting study found that companies with high &#34;accruals&#34; -- think high earnings and low free cash flow -- go on to produce poor stock returns, on average. More recent studies suggest this &#34;accrual anomaly&#34; has weakened, perhaps because it has been traded away by hedge funds exploiting it.</p><p>But free cash flow is still a useful check on earnings. Maybe a frequent cash burner is making a daredevil bet on growth that will pay off marvelously, as it did for Netflix. But maybe not.</p><p>If the Super Micro selloff tempts, Hosseini says to set aside the accusations and judge matters, for now, by what is known. The company was delisted by Nasdaq in 2018 for delayed financial reporting, and restated results the following year. Some executives from then have been rehired. The founder is both chief executive and chairman, limiting board independence.</p><p>Also, &#34;customers may abandon this partner because of these irregularities,&#34; Hosseini says. In other words, Hindenburg could be a disaster for revenue no matter what we learn about its claims.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4512":"苹果概念","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4550":"红杉资本持仓","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","SMCI":"超微电脑","BK4170":"电脑硬件、储存设备及电脑周边","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0109392836.USD":"富兰克林科技股A","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4529":"IDC概念","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4555":"新能源车","BK4585":"ETF&股票定投概念","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4587":"ChatGPT概念","BK4149":"建筑机械与重型卡车","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4551":"寇图资本持仓","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4554":"元宇宙及AR概念","BK4588":"碎股","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","BK4579":"人工智能","BK4141":"半导体产品","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4527":"明星科技股","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2463220010","content_text":"In 1937, seven million cubic feet of contained hydrogen ignited over Manchester Township, N.J., bringing down a German airship the size of a football field in half a minute as nearby movie cameras whirred. \"This is the worst thing I've ever witnessed,\" said one broadcaster.The vessel's name, Hindenburg, never caught on as a popular brand, as you might imagine. There's no Hindenburg peanut butter or antacid tablets. You surely wouldn't want the name for an investment business. Unless you're a short seller. This unusual breed bets against stocks, and then publishes reports convincing others that those stocks are unrelenting disasters. A short seller would object to naming his firm for the Titanic on the grounds that there were 706 survivors.And so it is that there's a short seller called Hindenburg Research that has gone after an artificial-intelligence highflier called Super Micro Computer. It isn't super for Super, because apart from Hindenburg's name, there's its record. Four years ago in this column, I reported on my conversation with Trevor Milton, founder of clean energy big-rig start-up Nikola, which was pushing back against a searing Hindenburg report. Investors who bought shares would have \"one of the funnest rides they've ever had,\" Milton told me. I recommended that readers \"sit this fun ride out.\" Shares are down 99%. Milton was sentenced late last year to four years in prison for securities and wire fraud.In May of last year, Hindenburg issued a report arguing that the unit price of publicly traded Icahn Enterprises was \"inflated by 75%.\" It's down 74%.Hindenburg's latest turd blossom, dated this past Tuesday, alleges that it has found \"glaring accounting red flags\" at Super Micro, including \"evidence of undisclosed related-party transactions.\" Super Micro hasn't commented, but said in a Wednesday filing that it will delay its annual report to assess \"the design and operating effectiveness of its internal controls over financial reporting.\" Shares have collapsed from a high of over $1,200 in March to a recent $440.Let's put aside the merits of Hindenburg's specific claims and check in with a guy who turned bearish on Super Micro long before the short attack, to look for clues on avoiding other stock blowups. Mehdi Hosseini at Susquehanna Financial Group studied electrical engineering and designed chips for National Semiconductor, now part of Texas Instruments, before becoming a stock analyst. He has been following Super Micro since 2013, and says his Sell call late last year was early, but also that the company hasn't been trading on fundamentals. \"This is a meme stock,\" he says.Super Micro says it \"delivers the broadest selection of AI systems and solutions,\" which sounds like an ideal fit for the moment. But then, I can claim truthfully, more or less, that in my 20s, I made my own computer. What I really did was assemble one using plug-and-play parts recommended on some website for cash-strapped nerds. The job took 45 minutes and a screwdriver.I'm not saying that I know as much as Super Micro. I'm saying that Nvidia knows a heck of a lot more, and it's not really a subjective matter. It's a matter of using research-and-development spending as a proxy for smarts. Preliminary results for Super Micro's latest fiscal year show R&D of $348 million, or 2% of revenue, versus Nvidia's more than $6 billion, or 10% of revenue. These two companies don't bring nearly the same thing to the AI arms race.Super Micro makes computer systems using its own brand of boxes with key innards from other manufacturers. A partnership with Nvidia made it an AI stock darling. But most of the innovation occurs \"upstream,\" with Nvidia and its chip-making partner Taiwan Semiconductor, says Hosseini. \"Super Micro doesn't really do the innovation,\" he says. \"They are a contract manufacturer with willingness to commit working capital.\" In other words, Super Micro pays upfront for memory, storage, cases, screws, and whatever else is needed for a partner like Nvidia to sell more high-value chips. It's a relatively weak hand that limits pricing power. It's also expensive during periods of extreme growth.In Super Micro's latest fiscal year, its revenue doubled to $14.9 billion, judging by preliminary, not official, really-don't-rely-too-heavily-on-these-yet results. Earnings were seemingly robust, at $1.34 billion. But free cash flow was negative by $2.6 billion. \"Would It Take Another $2B+ of FCF Burn to Double Rev Again?!\" asked Hosseini in the title of an Aug. 7 investor note. Super Micro raised funds this year by issuing convertible bonds and shares, and might have to raise more, he wrote.Earnings and free cash flow are meant to measure roughly the same thing over time. It's just that earnings pretend that the timing of revenue matches up neatly with the timing of associated costs, to make it easy for stock investors to compare the two. With free cash flow, there's no pretending. Nearly 30 years ago, a landmark accounting study found that companies with high \"accruals\" -- think high earnings and low free cash flow -- go on to produce poor stock returns, on average. More recent studies suggest this \"accrual anomaly\" has weakened, perhaps because it has been traded away by hedge funds exploiting it.But free cash flow is still a useful check on earnings. Maybe a frequent cash burner is making a daredevil bet on growth that will pay off marvelously, as it did for Netflix. But maybe not.If the Super Micro selloff tempts, Hosseini says to set aside the accusations and judge matters, for now, by what is known. The company was delisted by Nasdaq in 2018 for delayed financial reporting, and restated results the following year. Some executives from then have been rehired. The founder is both chief executive and chairman, limiting board independence.Also, \"customers may abandon this partner because of these irregularities,\" Hosseini says. In other words, Hindenburg could be a disaster for revenue no matter what we learn about its claims.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340462644973648,"gmtCreate":1724151804463,"gmtModify":1724151808264,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340462644973648","repostId":"2460075492","repostType":2,"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340177304932480,"gmtCreate":1724082126259,"gmtModify":1724124398826,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340177304932480","isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333377784586480,"gmtCreate":1722436064481,"gmtModify":1722436067942,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333377784586480","repostId":"1196438594","repostType":2,"repost":{"id":"1196438594","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1722434700,"share":"https://ttm.financial/m/news/1196438594?lang=&edition=fundamental","pubTime":"2024-07-31 22:05","market":"us","language":"en","title":"Nvidia Stock Surges 11% After AMD Results and Morgan Stanley Names It a Top Pick","url":"https://stock-news.laohu8.com/highlight/detail?id=1196438594","media":"Tiger Newspress","summary":"Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winne","content":"<html><head></head><body><p>Nvidia shares surged 11% Wednesday after peer AMD reported better-than-expected second-quarter earnings and revenue and said revenue this quarter would top expectations. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/afc910df13d25c47a75223149d130565\" title=\"\" tg-width=\"874\" tg-height=\"626\"/></p><p>Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.</p><p style=\"text-align: start;\">“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.</p><p style=\"text-align: start;\">Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winners and embraced laggards of the bull market — such as small caps. Moore also listed a large list of concerns hitting Nvidia lately including competition, possible export controls and valuation.</p><p style=\"text-align: start;\">Those worries are likely to “fade with time,” he wrote in the Wednesday note.</p><p>Morgan Stanley rates Nvidia as overweight and has a $144 price target, which represents a 38% rally from Tuesday’s close.</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>Nvidia Stock Surges 11% After AMD Results and Morgan Stanley Names It a Top Pick</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\">\nNvidia Stock Surges 11% After AMD Results and Morgan Stanley Names It a Top Pick\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-07-31 22:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia shares surged 11% Wednesday after peer AMD reported better-than-expected second-quarter earnings and revenue and said revenue this quarter would top expectations. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/afc910df13d25c47a75223149d130565\" title=\"\" tg-width=\"874\" tg-height=\"626\"/></p><p>Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.</p><p style=\"text-align: start;\">“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.</p><p style=\"text-align: start;\">Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winners and embraced laggards of the bull market — such as small caps. Moore also listed a large list of concerns hitting Nvidia lately including competition, possible export controls and valuation.</p><p style=\"text-align: start;\">Those worries are likely to “fade with time,” he wrote in the Wednesday note.</p><p>Morgan Stanley rates Nvidia as overweight and has a $144 price target, which represents a 38% rally from Tuesday’s close.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196438594","content_text":"Nvidia shares surged 11% Wednesday after peer AMD reported better-than-expected second-quarter earnings and revenue and said revenue this quarter would top expectations. Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winners and embraced laggards of the bull market — such as small caps. Moore also listed a large list of concerns hitting Nvidia lately including competition, possible export controls and valuation.Those worries are likely to “fade with time,” he wrote in the Wednesday note.Morgan Stanley rates Nvidia as overweight and has a $144 price target, which represents a 38% rally from Tuesday’s close.","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322690872995912,"gmtCreate":1719812311115,"gmtModify":1719812314420,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322690872995912","repostId":"2447684671","repostType":2,"repost":{"id":"2447684671","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":1719801597,"share":"https://ttm.financial/m/news/2447684671?lang=&edition=fundamental","pubTime":"2024-07-01 10:39","market":"fut","language":"en","title":"Amazon, Built by Retail, Invests in Its AI Future","url":"https://stock-news.laohu8.com/highlight/detail?id=2447684671","media":"Dow Jones","summary":"Amazon built a $2 trillion company through years of aggressive spending on its retail and logistics businesses. Its future gains will likely be determined by the billions designated to fund its artificial-intelligence push.Amazon is planning to spend more than $100 billion over the next decade on data centers, an impressive level of investment even for a company known for its spending ways. The Seattle company is now devoting more investment money to its cloud computing and AI infrastructure than to its sprawling network of e-commerce warehouses.Amazon's spending on data-center capital expenses, including leases, compared with total capital expenditures hit a decade-high last year of 53%, according to market-research firm Dell'Oro Group. Amazon said it expects AWS infrastructure spending to remain high this year, and the company has announced many AWS investments in recent months.Amazon's shift represents the changing needs of a company that, despite having the world's leading cloud-co","content":"<html><head></head><body><p>Amazon built a $2 trillion company through years of aggressive spending on its retail and logistics businesses. Its future gains will likely be determined by the billions designated to fund its artificial-intelligence push.</p><p>Amazon is planning to spend more than $100 billion over the next decade on data centers, an impressive level of investment even for a company known for its spending ways. The Seattle company is now devoting more investment money to its cloud computing and AI infrastructure than to its sprawling network of e-commerce warehouses.</p><p>Amazon Web Services, the arm that manages Amazon&#39;s cloud business, has opened data centers for years, but executives said there is a surge in investment now to meet demand triggered by the excitement around AI.</p><p>&#34;We have to dive in. We have to figure it out,&#34; said John Felton, who took over as AWS&#39;s chief financial officer this year after spending most of his career in Amazon&#39;s retail fulfillment operations.</p><p>The company&#39;s financial commitment reflects the importance and high costs of AI. Felton said building for AI today feels like building that massive delivery network in years past. &#34;It&#39;s a little uncertain,&#34; he said. AWS is expanding in Virginia, Ohio and elsewhere.</p><p>The company&#39;s overall capital expenditures decreased last year primarily because it reined in fulfillment and transportation spending, but the share of that spending on infrastructure mostly for AWS has surged. The increase represents a new era of expansion for Amazon, in which investing in cutting-edge cloud equipment is more critical to its growth than developing its network of retail warehouses.</p><p>Amazon&#39;s spending on data-center capital expenses, including leases, compared with total capital expenditures hit a decade-high last year of 53%, according to market-research firm Dell&#39;Oro Group. Amazon said it expects AWS infrastructure spending to remain high this year, and the company has announced many AWS investments in recent months.</p><p>Amazon&#39;s cloud business has long been the company&#39;s profit engine, and AI is expected to catapult demand for cloud computing to new heights. Executives are aiming to take advantage of the AI boom, which relies on cloud services because of the intensive computing resources required. Amazon expects tens of billions of dollars in revenue from AI in the next several years.</p><p>&#34;We&#39;re just keeping our heads down and focusing on delivering that capacity right now,&#34; said Kevin Miller, AWS vice president of global data centers.</p><p>Amazon&#39;s shift represents the changing needs of a company that, despite having the world&#39;s leading cloud-computing business and years of experimenting with AI, is seen by some experts as trailing in AI behind its big tech peers. Amazon has said it isn&#39;t falling behind others in AI and its AI capabilities at AWS have been well-received by customers.</p><p>Amazon has a long history of spending big to stay ahead. It had years of heavy capital investment in its delivery infrastructure to establish its e-commerce dominance and then to meet explosive demand during the Covid-19 pandemic.</p><p>That heavy investment contributed to Amazon this past week becoming the fifth-ever U.S. company to reach the milestone of $2 trillion in market value. The stock closed Friday at $193.25, valuing the company at $2.011 trillion.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/25e1dcc86d6fdac623b66675c5970dc0\" tg-width=\"588\" tg-height=\"423\"/></p><p>Amazon&#39;s increased focus on data centers is also reflected in the company&#39;s senior leadership, which has increasingly become stocked with people with connections to the cloud business. Andy Jassy served as the AWS chief executive for more than two decades before becoming Amazon&#39;s chief executive in 2021.</p><p>&#34;There is a natural tendency to invest more in AWS and technology for the folks left behind because that&#39;s what they grew and built,&#34; said Cayce Roy, chief executive at e-commerce fulfillment company Standvast and a former vice president at Amazon.</p><p>Amazon plans to add at least 216 new data-center buildings in the next several years, said Marc Wulfraat, president at logistics consultant MWPVL International. Amazon&#39;s retail capital expenditures probably won&#39;t grow much through 2025, he said, in part because Amazon has extra capacity in that segment after overbuilding during the pandemic.</p><p>With high demand for AI infrastructure, Amazon and other tech companies have struggled to get the parts, property and power that data centers with supercomputers require. Amazon and other big tech companies have sought nuclear power to feed their energy needs. The company&#39;s fulfillment build-out took many years to accomplish and didn&#39;t require the same technical equipment that data centers do.</p><p>Jassy has reoriented Amazon to focus on AI products throughout its various businesses. He has said generative AI could be a critical element of its next pillar of growth in addition to its online retail business, Amazon Prime and AWS.</p><p>In May, the company named Matt Garman, a veteran executive with a strong engineering background, as the new AWS CEO, as it moves to better capitalize on AI.</p><p>Amazon is still by far the biggest online retailer in the U.S., and its recent financials have shown that it is in as strong a position as ever. The company continues to invest in its retail arm and open new delivery facilities. It has expanded its shipping capabilities to reach more Americans faster as it has faced competition from newer e-commerce entrants.</p><p>But now it is also time to invest in the AI opportunity, Felton said</p><p>&#34;It&#39;s a fascinating time to be here and think about how we can really think differently about how cloud computing works and how we can think differently about serving customers in the world of GenAI,&#34; he said, referring to generative artificial intelligence.</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>Amazon, Built by Retail, Invests in Its AI Future</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\">\nAmazon, Built by Retail, Invests in Its AI Future\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-07-01 10:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Amazon built a $2 trillion company through years of aggressive spending on its retail and logistics businesses. Its future gains will likely be determined by the billions designated to fund its artificial-intelligence push.</p><p>Amazon is planning to spend more than $100 billion over the next decade on data centers, an impressive level of investment even for a company known for its spending ways. The Seattle company is now devoting more investment money to its cloud computing and AI infrastructure than to its sprawling network of e-commerce warehouses.</p><p>Amazon Web Services, the arm that manages Amazon&#39;s cloud business, has opened data centers for years, but executives said there is a surge in investment now to meet demand triggered by the excitement around AI.</p><p>&#34;We have to dive in. We have to figure it out,&#34; said John Felton, who took over as AWS&#39;s chief financial officer this year after spending most of his career in Amazon&#39;s retail fulfillment operations.</p><p>The company&#39;s financial commitment reflects the importance and high costs of AI. Felton said building for AI today feels like building that massive delivery network in years past. &#34;It&#39;s a little uncertain,&#34; he said. AWS is expanding in Virginia, Ohio and elsewhere.</p><p>The company&#39;s overall capital expenditures decreased last year primarily because it reined in fulfillment and transportation spending, but the share of that spending on infrastructure mostly for AWS has surged. The increase represents a new era of expansion for Amazon, in which investing in cutting-edge cloud equipment is more critical to its growth than developing its network of retail warehouses.</p><p>Amazon&#39;s spending on data-center capital expenses, including leases, compared with total capital expenditures hit a decade-high last year of 53%, according to market-research firm Dell&#39;Oro Group. Amazon said it expects AWS infrastructure spending to remain high this year, and the company has announced many AWS investments in recent months.</p><p>Amazon&#39;s cloud business has long been the company&#39;s profit engine, and AI is expected to catapult demand for cloud computing to new heights. Executives are aiming to take advantage of the AI boom, which relies on cloud services because of the intensive computing resources required. Amazon expects tens of billions of dollars in revenue from AI in the next several years.</p><p>&#34;We&#39;re just keeping our heads down and focusing on delivering that capacity right now,&#34; said Kevin Miller, AWS vice president of global data centers.</p><p>Amazon&#39;s shift represents the changing needs of a company that, despite having the world&#39;s leading cloud-computing business and years of experimenting with AI, is seen by some experts as trailing in AI behind its big tech peers. Amazon has said it isn&#39;t falling behind others in AI and its AI capabilities at AWS have been well-received by customers.</p><p>Amazon has a long history of spending big to stay ahead. It had years of heavy capital investment in its delivery infrastructure to establish its e-commerce dominance and then to meet explosive demand during the Covid-19 pandemic.</p><p>That heavy investment contributed to Amazon this past week becoming the fifth-ever U.S. company to reach the milestone of $2 trillion in market value. The stock closed Friday at $193.25, valuing the company at $2.011 trillion.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/25e1dcc86d6fdac623b66675c5970dc0\" tg-width=\"588\" tg-height=\"423\"/></p><p>Amazon&#39;s increased focus on data centers is also reflected in the company&#39;s senior leadership, which has increasingly become stocked with people with connections to the cloud business. Andy Jassy served as the AWS chief executive for more than two decades before becoming Amazon&#39;s chief executive in 2021.</p><p>&#34;There is a natural tendency to invest more in AWS and technology for the folks left behind because that&#39;s what they grew and built,&#34; said Cayce Roy, chief executive at e-commerce fulfillment company Standvast and a former vice president at Amazon.</p><p>Amazon plans to add at least 216 new data-center buildings in the next several years, said Marc Wulfraat, president at logistics consultant MWPVL International. Amazon&#39;s retail capital expenditures probably won&#39;t grow much through 2025, he said, in part because Amazon has extra capacity in that segment after overbuilding during the pandemic.</p><p>With high demand for AI infrastructure, Amazon and other tech companies have struggled to get the parts, property and power that data centers with supercomputers require. Amazon and other big tech companies have sought nuclear power to feed their energy needs. The company&#39;s fulfillment build-out took many years to accomplish and didn&#39;t require the same technical equipment that data centers do.</p><p>Jassy has reoriented Amazon to focus on AI products throughout its various businesses. He has said generative AI could be a critical element of its next pillar of growth in addition to its online retail business, Amazon Prime and AWS.</p><p>In May, the company named Matt Garman, a veteran executive with a strong engineering background, as the new AWS CEO, as it moves to better capitalize on AI.</p><p>Amazon is still by far the biggest online retailer in the U.S., and its recent financials have shown that it is in as strong a position as ever. The company continues to invest in its retail arm and open new delivery facilities. It has expanded its shipping capabilities to reach more Americans faster as it has faced competition from newer e-commerce entrants.</p><p>But now it is also time to invest in the AI opportunity, Felton said</p><p>&#34;It&#39;s a fascinating time to be here and think about how we can really think differently about how cloud computing works and how we can think differently about serving customers in the world of GenAI,&#34; he said, referring to generative artificial intelligence.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4561":"索罗斯持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4581":"高盛持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4122":"互联网与直销零售","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0109392836.USD":"富兰克林科技股A","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0079474960.USD":"联博美国增长基金A","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4592":"伊斯兰概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4507":"流媒体概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4585":"ETF&股票定投概念","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4566":"资本集团","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","BK4220":"综合零售","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4538":"云计算","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","AMZN":"亚马逊","BK4588":"碎股","BK4550":"红杉资本持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4579":"人工智能","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0072462426.USD":"贝莱德全球配置 A2","BK4503":"景林资产持仓","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4551":"寇图资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2447684671","content_text":"Amazon built a $2 trillion company through years of aggressive spending on its retail and logistics businesses. Its future gains will likely be determined by the billions designated to fund its artificial-intelligence push.Amazon is planning to spend more than $100 billion over the next decade on data centers, an impressive level of investment even for a company known for its spending ways. The Seattle company is now devoting more investment money to its cloud computing and AI infrastructure than to its sprawling network of e-commerce warehouses.Amazon Web Services, the arm that manages Amazon's cloud business, has opened data centers for years, but executives said there is a surge in investment now to meet demand triggered by the excitement around AI.\"We have to dive in. We have to figure it out,\" said John Felton, who took over as AWS's chief financial officer this year after spending most of his career in Amazon's retail fulfillment operations.The company's financial commitment reflects the importance and high costs of AI. Felton said building for AI today feels like building that massive delivery network in years past. \"It's a little uncertain,\" he said. AWS is expanding in Virginia, Ohio and elsewhere.The company's overall capital expenditures decreased last year primarily because it reined in fulfillment and transportation spending, but the share of that spending on infrastructure mostly for AWS has surged. The increase represents a new era of expansion for Amazon, in which investing in cutting-edge cloud equipment is more critical to its growth than developing its network of retail warehouses.Amazon's spending on data-center capital expenses, including leases, compared with total capital expenditures hit a decade-high last year of 53%, according to market-research firm Dell'Oro Group. Amazon said it expects AWS infrastructure spending to remain high this year, and the company has announced many AWS investments in recent months.Amazon's cloud business has long been the company's profit engine, and AI is expected to catapult demand for cloud computing to new heights. Executives are aiming to take advantage of the AI boom, which relies on cloud services because of the intensive computing resources required. Amazon expects tens of billions of dollars in revenue from AI in the next several years.\"We're just keeping our heads down and focusing on delivering that capacity right now,\" said Kevin Miller, AWS vice president of global data centers.Amazon's shift represents the changing needs of a company that, despite having the world's leading cloud-computing business and years of experimenting with AI, is seen by some experts as trailing in AI behind its big tech peers. Amazon has said it isn't falling behind others in AI and its AI capabilities at AWS have been well-received by customers.Amazon has a long history of spending big to stay ahead. It had years of heavy capital investment in its delivery infrastructure to establish its e-commerce dominance and then to meet explosive demand during the Covid-19 pandemic.That heavy investment contributed to Amazon this past week becoming the fifth-ever U.S. company to reach the milestone of $2 trillion in market value. The stock closed Friday at $193.25, valuing the company at $2.011 trillion.Amazon's increased focus on data centers is also reflected in the company's senior leadership, which has increasingly become stocked with people with connections to the cloud business. Andy Jassy served as the AWS chief executive for more than two decades before becoming Amazon's chief executive in 2021.\"There is a natural tendency to invest more in AWS and technology for the folks left behind because that's what they grew and built,\" said Cayce Roy, chief executive at e-commerce fulfillment company Standvast and a former vice president at Amazon.Amazon plans to add at least 216 new data-center buildings in the next several years, said Marc Wulfraat, president at logistics consultant MWPVL International. Amazon's retail capital expenditures probably won't grow much through 2025, he said, in part because Amazon has extra capacity in that segment after overbuilding during the pandemic.With high demand for AI infrastructure, Amazon and other tech companies have struggled to get the parts, property and power that data centers with supercomputers require. Amazon and other big tech companies have sought nuclear power to feed their energy needs. The company's fulfillment build-out took many years to accomplish and didn't require the same technical equipment that data centers do.Jassy has reoriented Amazon to focus on AI products throughout its various businesses. He has said generative AI could be a critical element of its next pillar of growth in addition to its online retail business, Amazon Prime and AWS.In May, the company named Matt Garman, a veteran executive with a strong engineering background, as the new AWS CEO, as it moves to better capitalize on AI.Amazon is still by far the biggest online retailer in the U.S., and its recent financials have shown that it is in as strong a position as ever. The company continues to invest in its retail arm and open new delivery facilities. It has expanded its shipping capabilities to reach more Americans faster as it has faced competition from newer e-commerce entrants.But now it is also time to invest in the AI opportunity, Felton said\"It's a fascinating time to be here and think about how we can really think differently about how cloud computing works and how we can think differently about serving customers in the world of GenAI,\" he said, referring to generative artificial intelligence.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":318512720068696,"gmtCreate":1718772508450,"gmtModify":1718772512762,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/318512720068696","repostId":"2444100580","repostType":2,"repost":{"id":"2444100580","pubTimestamp":1718766257,"share":"https://ttm.financial/m/news/2444100580?lang=&edition=fundamental","pubTime":"2024-06-19 11:04","market":"us","language":"en","title":"Right Company, Wrong Price! Here’s When You Should Buy Palantir Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2444100580","media":"InvestorPlace","summary":"There's no doubt that Palantir Technologies is capitalizing on the AI trend, but it's risky to chase Palantir stock at high prices.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Palantir Technologies</strong> (<strong><u>PLTR</u></strong>) is very richly valued.</p></li><li><p>Furthermore, Palantir Technologies’ revenue and EPS growth isn’t spectacular.</p></li><li><p>Investors should wait for Palantir stock to pull back before buying it.</p></li></ul><p><strong>Palantir Technologies</strong> (NYSE:<strong><u>PLTR</u></strong>) offers data analytics, cybersecurity and artificial intelligence services. AI technology is a hypergrowth market, but caution is advised. Palantir stock has already priced in expected growth, so it’s not a good time to buy.</p><p>As the old saying goes, trees don’t grow straight to Heaven. At some point, Palantir Technologies’ valuation is bound to deflate and the share price is due for a pullback.</p><p>So, don’t get into the bad habit of chasing expensive stocks. When the time is right and the price is more reasonable, you can confidently pull the trigger on Palantir stock.</p><h2 id=\"id_1941031002\">Palantir’s Financial Growth Isn’t Mind-Blowing</h2><p>First of all, Palantir Technologies’ overeager investors should bear in mind that businesses and even governments can’t just spend endless money on Palantir’s products.</p><p>In a stark example of this, the United Kingdom government just ended its 27 million euro border-software contract with Palantir Technologies due to “budget pressures.”</p><p>Furthermore, it’s a misconception to think that Palantir’s sales and income are expanding at warp speed. Notably, Palantir’s revenue grew 17% year over year in 2023’s third quarter, followed by 20% growth in the fourth quarter and 21% growth in 2024’s first quarter.</p><p>In other words, Palantir’s sales growth is accelerating gradually, not by leaps and bounds. Meanwhile, the company posted adjusted EPS of 7 cents in Q3 2023, followed by 8 cents in Q4 2023 and 8 cents in Q1 2024.</p><p>I don’t know about you, but I’m not seeing any hypergrowth in those data points. This would all be fine if Palantir stock were reasonably valued, but you may be shocked to discover how overpriced it really is.</p><h2 id=\"id_1908787098\">Palantir Is the ‘Most Expensive Name’</h2><p>Jefferies Senior Analyst Brent Thill summed up the problem concisely. He called Palantir Technologies the “single most expensive name in our coverage universe.”</p><p>That’s a powerful claim, but it’s not unreasonable at all. Consider that Palantir’s GAAP-measured trailing 12-month price-to-earnings ratio is a jaw-dropping 194.32x. </p><p>For reference, the sector median P/E ratio is 30.64x, and market darling <strong>Nvidia’s</strong> (NASDAQ:<strong>NVDA</strong>) P/E ratio is 75.7x.</p><p>It’s difficult to justify Palantir’s P/E ratio in light of the company’s aforementioned revenue and EPS growth stats. Thus, Thill expects that there will be “better entry points for the stock.”</p><p>This isn’t a criticism of Palantir Technologies as a company. Thill praised Palantir’s “great momentum … in their suite and customer adoption,” and I’m fully on board with that assessment.</p><p>It’s just a matter of being patient and waiting for the right entry price for Palantir stock.</p><h2 id=\"id_532351035\">Buy Palantir Stock at This Price</h2><p>Palantir Technologies’ P/E ratio will come down if and when the share price declines in 2024’s second half. Waiting can be the hardest part, but it’s a necessary part of the value-investing process.</p><p>Palantir stock traded at $16 before it shot up like a rocket earlier this year, but it’s not likely to revisit $16 anytime soon. Hence, $20 is a more realistic buy price.</p><p>Then, you can buy more shares if the stock continues falling to $18 and $16. That’s a smart way to invest in Palantir Technologies, and in the growth of the AI technology market, at a more reasonable price.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Right Company, Wrong Price! Here’s When You Should Buy Palantir Stock</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\">\nRight Company, Wrong Price! Here’s When You Should Buy Palantir Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-19 11:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/06/right-company-wrong-price-heres-when-you-should-buy-palantir-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies (PLTR) is very richly valued.Furthermore, Palantir Technologies’ revenue and EPS growth isn’t spectacular.Investors should wait for Palantir stock to pull back before buying it....</p>\n\n<a href=\"https://investorplace.com/2024/06/right-company-wrong-price-heres-when-you-should-buy-palantir-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0061474960.USD":"天利环球焦点基金AU Acc","BK4503":"景林资产持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4547":"WSB热门概念","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0080751232.USD":"富达环球多元动力基金A","BK4581":"高盛持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4549":"软银资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4548":"巴美列捷福持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4023":"应用软件","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4532":"文艺复兴科技持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4592":"伊斯兰概念","BK4534":"瑞士信贷持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","PLTR":"Palantir Technologies Inc.","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4527":"明星科技股","BK4543":"AI","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0072462426.USD":"贝莱德全球配置 A2","LU0079474960.USD":"联博美国增长基金A","BK4579":"人工智能","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4588":"碎股","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC"},"source_url":"https://investorplace.com/2024/06/right-company-wrong-price-heres-when-you-should-buy-palantir-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2444100580","content_text":"Palantir Technologies (PLTR) is very richly valued.Furthermore, Palantir Technologies’ revenue and EPS growth isn’t spectacular.Investors should wait for Palantir stock to pull back before buying it.Palantir Technologies (NYSE:PLTR) offers data analytics, cybersecurity and artificial intelligence services. AI technology is a hypergrowth market, but caution is advised. Palantir stock has already priced in expected growth, so it’s not a good time to buy.As the old saying goes, trees don’t grow straight to Heaven. At some point, Palantir Technologies’ valuation is bound to deflate and the share price is due for a pullback.So, don’t get into the bad habit of chasing expensive stocks. When the time is right and the price is more reasonable, you can confidently pull the trigger on Palantir stock.Palantir’s Financial Growth Isn’t Mind-BlowingFirst of all, Palantir Technologies’ overeager investors should bear in mind that businesses and even governments can’t just spend endless money on Palantir’s products.In a stark example of this, the United Kingdom government just ended its 27 million euro border-software contract with Palantir Technologies due to “budget pressures.”Furthermore, it’s a misconception to think that Palantir’s sales and income are expanding at warp speed. Notably, Palantir’s revenue grew 17% year over year in 2023’s third quarter, followed by 20% growth in the fourth quarter and 21% growth in 2024’s first quarter.In other words, Palantir’s sales growth is accelerating gradually, not by leaps and bounds. Meanwhile, the company posted adjusted EPS of 7 cents in Q3 2023, followed by 8 cents in Q4 2023 and 8 cents in Q1 2024.I don’t know about you, but I’m not seeing any hypergrowth in those data points. This would all be fine if Palantir stock were reasonably valued, but you may be shocked to discover how overpriced it really is.Palantir Is the ‘Most Expensive Name’Jefferies Senior Analyst Brent Thill summed up the problem concisely. He called Palantir Technologies the “single most expensive name in our coverage universe.”That’s a powerful claim, but it’s not unreasonable at all. Consider that Palantir’s GAAP-measured trailing 12-month price-to-earnings ratio is a jaw-dropping 194.32x. For reference, the sector median P/E ratio is 30.64x, and market darling Nvidia’s (NASDAQ:NVDA) P/E ratio is 75.7x.It’s difficult to justify Palantir’s P/E ratio in light of the company’s aforementioned revenue and EPS growth stats. Thus, Thill expects that there will be “better entry points for the stock.”This isn’t a criticism of Palantir Technologies as a company. Thill praised Palantir’s “great momentum … in their suite and customer adoption,” and I’m fully on board with that assessment.It’s just a matter of being patient and waiting for the right entry price for Palantir stock.Buy Palantir Stock at This PricePalantir Technologies’ P/E ratio will come down if and when the share price declines in 2024’s second half. Waiting can be the hardest part, but it’s a necessary part of the value-investing process.Palantir stock traded at $16 before it shot up like a rocket earlier this year, but it’s not likely to revisit $16 anytime soon. Hence, $20 is a more realistic buy price.Then, you can buy more shares if the stock continues falling to $18 and $16. That’s a smart way to invest in Palantir Technologies, and in the growth of the AI technology market, at a more reasonable price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317408485454008,"gmtCreate":1718531472576,"gmtModify":1718531475972,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317408485454008","repostId":"2443969462","repostType":2,"repost":{"id":"2443969462","pubTimestamp":1718451489,"share":"https://ttm.financial/m/news/2443969462?lang=&edition=fundamental","pubTime":"2024-06-15 19:38","market":"hk","language":"en","title":"Apple Looks Set To Win The AI Race (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2443969462","media":"seekingalpha","summary":"At its most recent Worldwide Developer Conference (WWDC), Apple announced its new AI service, dubbed Apple Intelligence.The AI tools promised to integrate seamlessly into many different aspects of App","content":"<html><head></head><body><ul style=\"\"><li><p>At its most recent Worldwide Developer Conference (WWDC), Apple announced its new AI service, dubbed Apple Intelligence.</p></li><li><p>The AI tools promised to integrate seamlessly into many different aspects of Apple&#39;s ecosystem.</p></li><li><p>The event garnered rave reviews from top YouTube reviewers, some of whom were more critical of Apple in the past.</p></li><li><p>Apple can make money directly from its revenue sharing deal with OpenAI.</p></li><li><p>In this article, I explore the reasons why Apple&#39;s new AI is so promising, and could continue lifting the stock.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/841d11cc18e9ecc18b74684b7b996ce8\" tg-width=\"750\" tg-height=\"481\"/></p><p>This week, <strong>Apple</strong> (NASDAQ:AAPL) held its Worldwide Developer Conference (“WWDC”), an annual event that usually showcases the company’s new software and APIs. This year, the event was quite a departure from previous ones. Focused primarily on generative artificial intelligence (“AI”), it generated a lot of hype. People expected a lot from the event and, going by the rave reviews it got, the event delivered.</p><p>The main reason why Apple’s event was so well received was because the company took a very different approach to AI than other companies had taken up to that point. Instead of launching one specific AI product (e.g. a chatbot), the company showcased the dozens of little ways AI would be integrated into its existing products. This approach differentiated Apple’s AI solutions from those offered by other companies. Until a few days ago, companies had been launching AI Chatbots that were mostly identical to ChatGPT. Apple took a different approach, integrating AI into every part of its ecosystem. The end result was a very impressive event.</p><p>It’s still several months before we can try out Apple Intelligence ourselves. However, we already know that Apple can materially benefit from this deal in several ways. First, there’s the nature of the deal with ChatGPT, which will be powering some of the AI features. There are no up-front fees charged to either party; instead, OpenAI will share revenue with Apple when users sign up for ChatGPT through Apple’s platforms.</p><p>Apple has made considerable sums of money this way in the past. For example, <strong>Google</strong> (GOOG) once signed a deal with Apple to share search revenue in exchange for Apple agreeing to make Google search the default on Apple devices. In the most recent fiscal year, this deal paid Apple $20 billion.</p><p>Also, the inclusion of ChatGPT in Apple devices could improve one of the company’s most widely-panned products: <em>Siri</em>. Siri has been in Apple devices for over a decade, and it has been perceived as one of the company’s worst features. Over the years, countless reviewers have complained that Siri’s feature set (e.g. voice recognition, intelligence) is far behind that of the competition. If the new Siri features announced at the WWDC are any indication, then the world’s least-loved digital voice assistant may soon become a lot more lovable.</p><p>When I last covered Apple, I rated the stock a hold on the grounds that it had gotten extremely expensive while having no growth. I put my money where my mouth was, too, as I unloaded my position in two lots: one at $184 and one at $192. After watching Apple’s WWDC event, I revised my opinion. Apple’s new AI features will not only increase the appeal of the company’s products, they will also generate new revenue directly in the form of ChatGPT revenue sharing. As a result, the company’s estimated future earnings are higher than they would have been had Apple not announced Apple Intelligence. Accordingly, I am upgrading my rating to ‘buy,’ even though the stock is more expensive than it was when I last covered it.</p><h2 id=\"id_4117038754\">WWDC Undermined the Bear Thesis on Apple</h2><p>Apple’s WWDC event significantly undermined the most common bear thesis on Apple–a thesis that I myself previously subscribed to. Most people who have been bearish on Apple over the last few months have been bearish because of valuation and growth concerns. Indeed, it was because of such concerns that I sold my shares. Based on Friday’s closing price, AAPL trades at:</p><ul style=\"\"><li><p>33 times earnings.</p></li><li><p>8.5 times sales.</p></li><li><p>44 times book value.</p></li><li><p>29 times cash flow.</p></li></ul><p>At the same time, its trailing 12-month growth rates were:</p><ul style=\"\"><li><p>-0.9% in revenue.</p></li><li><p>4.7% in EBIT.</p></li><li><p>5.2% in EBITDA.</p></li><li><p>9% in diluted earnings per share (“EPS”).</p></li></ul><p>So we have steep multiples combined with slow growth: not exactly thrilling stuff. Furthermore, until the recent WWDC, it was hard to see where future growth was going to come from. As I wrote in my previous article, growth is hard when you’re at a massive scale. Apple already does around $100 billion in annual profit, if it launched a new product doing $5 billion in revenue and a 30% margin ($1.5 billion), that would only increase net income by 1.5%. Such a launch would be a game changer for most companies. It would barely register for Apple. So, I figured that Apple’s dearth of meaningful new investment opportunities would hold back growth going forward. Indeed, I still think that. However, thanks to the terms of Apple’s deal with ChatGPT, it could generate new revenue with no incremental spend whatsoever. That, potentially, could be a game-changer.</p><h2 id=\"id_538619527\">Details of Apple’s ChatGPT Deal</h2><p>The details of Apple’s AI deal with OpenAI are straightforward: the company pays nothing to embed ChatGPT in its products and services. In the meantime, it gets a cut of revenue if people sign up for paid ChatGPT plans through Apple devices.</p><p>How much new revenue can Apple generate through this deal?</p><p>There are two ways of approaching this:</p><ol start=\"1\" style=\"\"><li><p>By looking at similar deals Apple made in the past.</p></li><li><p>By analyzing how much ChatGPT costs and how many signups Apple could drive.</p></li></ol><p>First, the similar deal approach. There is some precedent for Apple’s ChatGPT deal: its 2002 Google deal. In 2002, Google agreed to pay Apple a cut of its search revenue in order to remain the default search engine on Safari. It paid off even more to ward off a similar deal between Apple and Microsoft (MSFT). As of the most recent reports, Google’s deal was worth $20 billion. That’s definitely moving the needle for Apple: net income would be $20 billion less without it (Apple pays nothing so these royalties are pure margin).</p><p>This ChatGPT deal looks similar on the surface. First, ChatGPT is new, like Google was in 2002 when it started paying Apple. Second, the company is already fairly large, boasting 180 million users. Third and finally, Apple’s 1.5 billion users are a large audience that Apple could push toward ChatGPT. The end result could be a deal that, over time, comes to be worth almost as much as Apple’s Google Search deal (if not more).</p><p>Secondly, we can look at the potential based on ChatGPT’s pricing. ChatGPT (the most basic plan) costs $20/month, or $240 per year. According to MailChimp, 2% to 5% is a good conversion rate. Apple is known for its marketing prowess, so it can probably achieve conversions in that range. If Apple converts 2% of its customers into ChatGPT subscribers at $240 per year, it generates $7.2 billion in new revenue. If it converts 5% of its customers into ChatGPT subscribers at $240 per year, it generates $18 billion in new revenue. If the split is 50/50, then the potential revenue for Apple here is between $3.6 billion and $9 billion. Not quite as lucrative as the Google deal, but not nothing.</p><h2 id=\"id_2077779292\">The AI Features Look Good</h2><p>On a concluding note, I should add that the AI products Apple rolled out at WWDC were very unique. They included:</p><ul style=\"\"><li><p>Large language model (LLM) in Pages (Apple’s MS Word alternative).</p></li><li><p>A re-writing tool that lets the user see the same text in different “tones.”</p></li><li><p>A DALL-E based Emoji generator.</p></li><li><p>A tool that ranks emails by urgency (how important Apple’s AI determines them to be).</p></li><li><p>A related tool that prioritizes notifications by urgency.</p></li><li><p>Automatic phone call summaries.</p></li><li><p>An image playground similar to DALL-E integrated directly into messages.</p></li><li><p>ChatGPT built into Siri.</p></li></ul><p>Many of these features will certainly sound familiar to longtime Apple users, but the level of integration is something that hasn’t been seen before. For example, with the image generator being built directly into iMessage, people can send images the second they’re created. Plus there are all the “little details” like the notification ranking and emoji generation that make the integration of AI into Apple products all that more complete.</p><p>So, we have a model for $3.6 billion to $20 billion per year in new revenue per Apple, plus a host of new features whose exact benefits can’t be modeled, but may indirectly help Apple with customer retention and time-on-screen. On the whole, this collection of future benefits appears big enough to justify a re-rate. Accordingly, I now consider Apple stock a buy, despite it having run up since I last covered it.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Looks Set To Win The AI Race (Rating Upgrade)</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\">\nApple Looks Set To Win The AI Race (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-15 19:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4699414-apple-looks-set-to-win-the-ai-race-rating-upgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>At its most recent Worldwide Developer Conference (WWDC), Apple announced its new AI service, dubbed Apple Intelligence.The AI tools promised to integrate seamlessly into many different aspects of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4699414-apple-looks-set-to-win-the-ai-race-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4699414-apple-looks-set-to-win-the-ai-race-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2443969462","content_text":"At its most recent Worldwide Developer Conference (WWDC), Apple announced its new AI service, dubbed Apple Intelligence.The AI tools promised to integrate seamlessly into many different aspects of Apple's ecosystem.The event garnered rave reviews from top YouTube reviewers, some of whom were more critical of Apple in the past.Apple can make money directly from its revenue sharing deal with OpenAI.In this article, I explore the reasons why Apple's new AI is so promising, and could continue lifting the stock.This week, Apple (NASDAQ:AAPL) held its Worldwide Developer Conference (“WWDC”), an annual event that usually showcases the company’s new software and APIs. This year, the event was quite a departure from previous ones. Focused primarily on generative artificial intelligence (“AI”), it generated a lot of hype. People expected a lot from the event and, going by the rave reviews it got, the event delivered.The main reason why Apple’s event was so well received was because the company took a very different approach to AI than other companies had taken up to that point. Instead of launching one specific AI product (e.g. a chatbot), the company showcased the dozens of little ways AI would be integrated into its existing products. This approach differentiated Apple’s AI solutions from those offered by other companies. Until a few days ago, companies had been launching AI Chatbots that were mostly identical to ChatGPT. Apple took a different approach, integrating AI into every part of its ecosystem. The end result was a very impressive event.It’s still several months before we can try out Apple Intelligence ourselves. However, we already know that Apple can materially benefit from this deal in several ways. First, there’s the nature of the deal with ChatGPT, which will be powering some of the AI features. There are no up-front fees charged to either party; instead, OpenAI will share revenue with Apple when users sign up for ChatGPT through Apple’s platforms.Apple has made considerable sums of money this way in the past. For example, Google (GOOG) once signed a deal with Apple to share search revenue in exchange for Apple agreeing to make Google search the default on Apple devices. In the most recent fiscal year, this deal paid Apple $20 billion.Also, the inclusion of ChatGPT in Apple devices could improve one of the company’s most widely-panned products: Siri. Siri has been in Apple devices for over a decade, and it has been perceived as one of the company’s worst features. Over the years, countless reviewers have complained that Siri’s feature set (e.g. voice recognition, intelligence) is far behind that of the competition. If the new Siri features announced at the WWDC are any indication, then the world’s least-loved digital voice assistant may soon become a lot more lovable.When I last covered Apple, I rated the stock a hold on the grounds that it had gotten extremely expensive while having no growth. I put my money where my mouth was, too, as I unloaded my position in two lots: one at $184 and one at $192. After watching Apple’s WWDC event, I revised my opinion. Apple’s new AI features will not only increase the appeal of the company’s products, they will also generate new revenue directly in the form of ChatGPT revenue sharing. As a result, the company’s estimated future earnings are higher than they would have been had Apple not announced Apple Intelligence. Accordingly, I am upgrading my rating to ‘buy,’ even though the stock is more expensive than it was when I last covered it.WWDC Undermined the Bear Thesis on AppleApple’s WWDC event significantly undermined the most common bear thesis on Apple–a thesis that I myself previously subscribed to. Most people who have been bearish on Apple over the last few months have been bearish because of valuation and growth concerns. Indeed, it was because of such concerns that I sold my shares. Based on Friday’s closing price, AAPL trades at:33 times earnings.8.5 times sales.44 times book value.29 times cash flow.At the same time, its trailing 12-month growth rates were:-0.9% in revenue.4.7% in EBIT.5.2% in EBITDA.9% in diluted earnings per share (“EPS”).So we have steep multiples combined with slow growth: not exactly thrilling stuff. Furthermore, until the recent WWDC, it was hard to see where future growth was going to come from. As I wrote in my previous article, growth is hard when you’re at a massive scale. Apple already does around $100 billion in annual profit, if it launched a new product doing $5 billion in revenue and a 30% margin ($1.5 billion), that would only increase net income by 1.5%. Such a launch would be a game changer for most companies. It would barely register for Apple. So, I figured that Apple’s dearth of meaningful new investment opportunities would hold back growth going forward. Indeed, I still think that. However, thanks to the terms of Apple’s deal with ChatGPT, it could generate new revenue with no incremental spend whatsoever. That, potentially, could be a game-changer.Details of Apple’s ChatGPT DealThe details of Apple’s AI deal with OpenAI are straightforward: the company pays nothing to embed ChatGPT in its products and services. In the meantime, it gets a cut of revenue if people sign up for paid ChatGPT plans through Apple devices.How much new revenue can Apple generate through this deal?There are two ways of approaching this:By looking at similar deals Apple made in the past.By analyzing how much ChatGPT costs and how many signups Apple could drive.First, the similar deal approach. There is some precedent for Apple’s ChatGPT deal: its 2002 Google deal. In 2002, Google agreed to pay Apple a cut of its search revenue in order to remain the default search engine on Safari. It paid off even more to ward off a similar deal between Apple and Microsoft (MSFT). As of the most recent reports, Google’s deal was worth $20 billion. That’s definitely moving the needle for Apple: net income would be $20 billion less without it (Apple pays nothing so these royalties are pure margin).This ChatGPT deal looks similar on the surface. First, ChatGPT is new, like Google was in 2002 when it started paying Apple. Second, the company is already fairly large, boasting 180 million users. Third and finally, Apple’s 1.5 billion users are a large audience that Apple could push toward ChatGPT. The end result could be a deal that, over time, comes to be worth almost as much as Apple’s Google Search deal (if not more).Secondly, we can look at the potential based on ChatGPT’s pricing. ChatGPT (the most basic plan) costs $20/month, or $240 per year. According to MailChimp, 2% to 5% is a good conversion rate. Apple is known for its marketing prowess, so it can probably achieve conversions in that range. If Apple converts 2% of its customers into ChatGPT subscribers at $240 per year, it generates $7.2 billion in new revenue. If it converts 5% of its customers into ChatGPT subscribers at $240 per year, it generates $18 billion in new revenue. If the split is 50/50, then the potential revenue for Apple here is between $3.6 billion and $9 billion. Not quite as lucrative as the Google deal, but not nothing.The AI Features Look GoodOn a concluding note, I should add that the AI products Apple rolled out at WWDC were very unique. They included:Large language model (LLM) in Pages (Apple’s MS Word alternative).A re-writing tool that lets the user see the same text in different “tones.”A DALL-E based Emoji generator.A tool that ranks emails by urgency (how important Apple’s AI determines them to be).A related tool that prioritizes notifications by urgency.Automatic phone call summaries.An image playground similar to DALL-E integrated directly into messages.ChatGPT built into Siri.Many of these features will certainly sound familiar to longtime Apple users, but the level of integration is something that hasn’t been seen before. For example, with the image generator being built directly into iMessage, people can send images the second they’re created. Plus there are all the “little details” like the notification ranking and emoji generation that make the integration of AI into Apple products all that more complete.So, we have a model for $3.6 billion to $20 billion per year in new revenue per Apple, plus a host of new features whose exact benefits can’t be modeled, but may indirectly help Apple with customer retention and time-on-screen. On the whole, this collection of future benefits appears big enough to justify a re-rate. Accordingly, I now consider Apple stock a buy, despite it having run up since I last covered it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316667185692976,"gmtCreate":1718338972330,"gmtModify":1718338976858,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316667185692976","repostId":"1185162006","repostType":2,"repost":{"id":"1185162006","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1718335800,"share":"https://ttm.financial/m/news/1185162006?lang=&edition=fundamental","pubTime":"2024-06-14 11:30","market":"us","language":"en","title":"Dan Ives Calls It A \"Monumental Day\" For Tesla, Predicts Trillion Dollar Market Cap","url":"https://stock-news.laohu8.com/highlight/detail?id=1185162006","media":"Benzinga","summary":"After Tesla Inc.‘s recent annual shareholder meeting, critical investor Ross Gerber acknowledged Elon Musk‘s leadership, while analystDan Ivespredicted a trillion-dollar market cap for the EV maker.Wh","content":"<html><head></head><body><p>After <strong>Tesla Inc.</strong>‘s recent annual shareholder meeting, critical investor <strong>Ross Gerber </strong>acknowledged <strong>Elon Musk</strong>‘s leadership, while analyst<strong>Dan Ives</strong>predicted a trillion-dollar market cap for the EV maker.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: “I think it was also like a referendum on his management in his mind … I love to see Elon running Tesla again,” said Gerber, CEO of <strong>Gerber Kawasaki Wealth</strong>, on CNBC’s Last Call. Gerber emphasized that Tesla needs to focus on demand for their EVs.</p><p style=\"text-align: start;\">Hearing positive comments from Gerber about Elon Musk is noteworthy, as the investor has long criticized Musk’s leadership and questioned the EV maker’s growth story.</p><p style=\"text-align: start;\"><strong>Wedbush</strong> analyst Dan Ives, who was on the same panel, responded to Gerber’s comments with a hint of optimism. “I’m sensing a little bullishness from the Bear Gerber,” Ives remarked.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d84d547807e0de849b197090ee6b78e4\" tg-width=\"829\" tg-height=\"1029\"/></p><p>Following Tesla’s recent shareholder meeting, Ives added, “It’s a monumental day, and I ultimately think this will be a market cap north of a trillion dollars.”</p><p><strong>Why It Matters</strong>: The shareholder meeting saw Tesla shareholders reapprove Elon Musk&#39;s multibillion-dollar pay package, signaling strong support for the EV maker&#39;s longtime leader and bolstering the board’s position in its efforts to maintain the contested compensation plan.</p><p style=\"text-align: start;\">The approval was announced at Tesla&#39;s annual shareholder meeting in Austin, Texas. The company did not provide a percentage breakdown of the vote; in 2018, 73% of the voted shares supported the plan.</p><p style=\"text-align: start;\">After the results were announced, Musk appeared on stage, dancing and expressing his gratitude to the shareholders: &#34;I just want to start out by saying, ‘Hot damn, I love you guys.&#39;&#34;</p><p style=\"text-align: start;\">This change in sentiment from Gerber, who had previously voiced concerns about Tesla’s future, reflects a potential shift in the perception of Tesla’s trajectory. This comes on the heels of Musk’s optimistic outlook for the company, where he hinted at a possible $30 trillion valuation.</p><p style=\"text-align: start;\"><strong>Price Action</strong>: Tesla Inc. closed at $182.47 on Thursday, up 2.92% for the day, and in after-hours trading, it rose to $182.70, an increase of 0.13%. However, the stock is down significantly year to date, dropping by 26.55%, according to the data from Benzinga Pro.</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>Dan Ives Calls It A \"Monumental Day\" For Tesla, Predicts Trillion Dollar Market Cap</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\">\nDan Ives Calls It A \"Monumental Day\" For Tesla, Predicts Trillion Dollar Market Cap\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-06-14 11:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>After <strong>Tesla Inc.</strong>‘s recent annual shareholder meeting, critical investor <strong>Ross Gerber </strong>acknowledged <strong>Elon Musk</strong>‘s leadership, while analyst<strong>Dan Ives</strong>predicted a trillion-dollar market cap for the EV maker.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: “I think it was also like a referendum on his management in his mind … I love to see Elon running Tesla again,” said Gerber, CEO of <strong>Gerber Kawasaki Wealth</strong>, on CNBC’s Last Call. Gerber emphasized that Tesla needs to focus on demand for their EVs.</p><p style=\"text-align: start;\">Hearing positive comments from Gerber about Elon Musk is noteworthy, as the investor has long criticized Musk’s leadership and questioned the EV maker’s growth story.</p><p style=\"text-align: start;\"><strong>Wedbush</strong> analyst Dan Ives, who was on the same panel, responded to Gerber’s comments with a hint of optimism. “I’m sensing a little bullishness from the Bear Gerber,” Ives remarked.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d84d547807e0de849b197090ee6b78e4\" tg-width=\"829\" tg-height=\"1029\"/></p><p>Following Tesla’s recent shareholder meeting, Ives added, “It’s a monumental day, and I ultimately think this will be a market cap north of a trillion dollars.”</p><p><strong>Why It Matters</strong>: The shareholder meeting saw Tesla shareholders reapprove Elon Musk&#39;s multibillion-dollar pay package, signaling strong support for the EV maker&#39;s longtime leader and bolstering the board’s position in its efforts to maintain the contested compensation plan.</p><p style=\"text-align: start;\">The approval was announced at Tesla&#39;s annual shareholder meeting in Austin, Texas. The company did not provide a percentage breakdown of the vote; in 2018, 73% of the voted shares supported the plan.</p><p style=\"text-align: start;\">After the results were announced, Musk appeared on stage, dancing and expressing his gratitude to the shareholders: &#34;I just want to start out by saying, ‘Hot damn, I love you guys.&#39;&#34;</p><p style=\"text-align: start;\">This change in sentiment from Gerber, who had previously voiced concerns about Tesla’s future, reflects a potential shift in the perception of Tesla’s trajectory. This comes on the heels of Musk’s optimistic outlook for the company, where he hinted at a possible $30 trillion valuation.</p><p style=\"text-align: start;\"><strong>Price Action</strong>: Tesla Inc. closed at $182.47 on Thursday, up 2.92% for the day, and in after-hours trading, it rose to $182.70, an increase of 0.13%. However, the stock is down significantly year to date, dropping by 26.55%, according to the data from Benzinga Pro.</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":"1185162006","content_text":"After Tesla Inc.‘s recent annual shareholder meeting, critical investor Ross Gerber acknowledged Elon Musk‘s leadership, while analystDan Ivespredicted a trillion-dollar market cap for the EV maker.What Happened: “I think it was also like a referendum on his management in his mind … I love to see Elon running Tesla again,” said Gerber, CEO of Gerber Kawasaki Wealth, on CNBC’s Last Call. Gerber emphasized that Tesla needs to focus on demand for their EVs.Hearing positive comments from Gerber about Elon Musk is noteworthy, as the investor has long criticized Musk’s leadership and questioned the EV maker’s growth story.Wedbush analyst Dan Ives, who was on the same panel, responded to Gerber’s comments with a hint of optimism. “I’m sensing a little bullishness from the Bear Gerber,” Ives remarked.Following Tesla’s recent shareholder meeting, Ives added, “It’s a monumental day, and I ultimately think this will be a market cap north of a trillion dollars.”Why It Matters: The shareholder meeting saw Tesla shareholders reapprove Elon Musk's multibillion-dollar pay package, signaling strong support for the EV maker's longtime leader and bolstering the board’s position in its efforts to maintain the contested compensation plan.The approval was announced at Tesla's annual shareholder meeting in Austin, Texas. The company did not provide a percentage breakdown of the vote; in 2018, 73% of the voted shares supported the plan.After the results were announced, Musk appeared on stage, dancing and expressing his gratitude to the shareholders: \"I just want to start out by saying, ‘Hot damn, I love you guys.'\"This change in sentiment from Gerber, who had previously voiced concerns about Tesla’s future, reflects a potential shift in the perception of Tesla’s trajectory. This comes on the heels of Musk’s optimistic outlook for the company, where he hinted at a possible $30 trillion valuation.Price Action: Tesla Inc. closed at $182.47 on Thursday, up 2.92% for the day, and in after-hours trading, it rose to $182.70, an increase of 0.13%. However, the stock is down significantly year to date, dropping by 26.55%, according to the data from Benzinga Pro.","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316050696806696,"gmtCreate":1718177616652,"gmtModify":1718177621117,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Ov","listText":"Ov","text":"Ov","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316050696806696","repostId":"1126426527","repostType":2,"repost":{"id":"1126426527","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":1718175600,"share":"https://ttm.financial/m/news/1126426527?lang=&edition=fundamental","pubTime":"2024-06-12 15:00","market":"us","language":"en","title":"What Happens to Tesla Stock If Shareholders Reject Musk’s Pay","url":"https://stock-news.laohu8.com/highlight/detail?id=1126426527","media":"Dow Jones","summary":"The world is about to find out if Tesla shareholders reapproved a $56 billion pay package for CEO Elon Musk. And one analyst is now suggesting that it won’t pass—leading to more downside for the stock","content":"<html><head></head><body><p>The world is about to find out if Tesla shareholders reapproved a $56 billion pay package for CEO Elon Musk. And one analyst is now suggesting that it won’t pass—leading to more downside for the stock.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8c93ab07780f7ba101772e37b9a409f9\" alt=\"Tesla’s 2024 annual meeting is June 13. On thing shareholders are voting on is to reapprove a $56 billion compensation package for CEO Elon Musk.\" title=\"Tesla’s 2024 annual meeting is June 13. On thing shareholders are voting on is to reapprove a $56 billion compensation package for CEO Elon Musk.\" tg-width=\"930\" tg-height=\"648\"/><span>Tesla’s 2024 annual meeting is June 13. On thing shareholders are voting on is to reapprove a $56 billion compensation package for CEO Elon Musk.</span></p><p style=\"text-align: start;\">Shareholders of the electric vehicle maker are reconsidering Musk’s 2018 CEO performance award, which was approved by more than 70% of shareholders in 2018 and gave him some 300 million incentive-laden stock options. A Delaware judge, however, voided the pay package in January citing inadequate disclosures made to Tesla investors. Tesla’s board put the same package up for another vote with new disclosures.</p><p>Most of the votes will be tallied on June 13 at Tesla’s annual shareholder meeting.</p><p>Monday, Bernstein analyst Toni Sacconaghi wrote that shareholders are unlikely to approve the pay package. He believes that institutional investors who control 25% of the vote will follow the no-vote recommendation of proxy advisors ISS and Glass Lewis. (In 2018, both had also recommended voting against the deal.)</p><p>By his math, with 25% of no votes, for Musk to get his package, three-quarters of the remaining votes likely to be cast would have to be in favor. That would seem to be a reach.</p><p>Sacconaghi sees shares slipping more than 5% if the final vote is no. He rates Tesla stock at Sell and has a $120 price target.</p><p>That might understate the move. Options markets imply Tesla stock will move about 7%, up or down, following the vote. Options markets also imply that the drop will likely be more severe than the gain.</p><p>That makes some sense. Aside from Sacconaghi, most analysts have said the vote will probably pass, which means some vote optimism is embedded in shares.</p><p>Technical analysts Frank Cappelleri of CappThesis and Katie Stockton of Fairlead Strategies both point out that Tesla stock has been hovering near its 50-day moving average. A move below that price level brings $150 into play, or roughly $25 below recent trades. That level probably represents maximum pain for investors in a no-vote scenario.</p><p>One interested party thinks getting the pay package approved isn’t as difficult as Sacconaghi believes. Musk tweeted Saturday that “roughly 90%” of retail shareholders had voted in favor of his compensation package. That would be significant because about 45% of shares available for trading that aren’t held by Tesla insiders including Musk are owned by retail shareholders, according to Bloomberg.</p><p>If Musk’s tally is correct, only about one in five institutional votes would have to be in favor for him to get his compensation package.</p><p>It’s a question of how the institutional votes will shake out. Calpers and Norway’s sovereign-wealth fund are against the deal, but Baron Capital and ARK Invest are in favor.</p><p>There are vocal shareholders and analysts on both sides. Sacconaghi’s prediction for a no vote is countered by Morgan Stanley analyst Adam Jonas who sees a yes. Jonas says surveyed clients expected a yes vote by a two-to-one ratio.</p><p style=\"text-align: start;\">Jonas rates Tesla stock at Buy with a $310 price target. Wedbush analyst Dan Ives also has a Buy rating, and a $275 price target.</p><p style=\"text-align: start;\">Ives wrote this past week that a yes vote is more likely. “This issue has been an overhang on Tesla’s stock and this will be important to move this distraction in the rearview mirror.”</p><p style=\"text-align: start;\">Overhang might be an understatement. If the package is voted down, the board would have to figure out a new way to compensate Musk, and shareholders would have to vote on CEO compensation all over again. More important, Musk’s reaction to a no-vote can’t be predicted.</p><p style=\"text-align: start;\">Coming into Monday trading, Tesla stock was down about 29% so far this year, underperforming the Nasdaq Composite by about 43 percentage points.</p><p style=\"text-align: start;\">Musk’s compensation isn’t the only thing weighing on investor sentiment. Slowing EV sales growth resulted in lower delivery and earnings estimates for the EV giant.</p><p style=\"text-align: start;\">Tesla stock dropped 1.8% on Tuesday at $170.66 while the S&amp;P 500 and Nasdaq Composite rose 0.3% and 0.9%, respectively.</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>What Happens to Tesla Stock If Shareholders Reject Musk’s Pay</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\">\nWhat Happens to Tesla Stock If Shareholders Reject Musk’s Pay\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\">2024-06-12 15:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The world is about to find out if Tesla shareholders reapproved a $56 billion pay package for CEO Elon Musk. And one analyst is now suggesting that it won’t pass—leading to more downside for the stock.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8c93ab07780f7ba101772e37b9a409f9\" alt=\"Tesla’s 2024 annual meeting is June 13. On thing shareholders are voting on is to reapprove a $56 billion compensation package for CEO Elon Musk.\" title=\"Tesla’s 2024 annual meeting is June 13. On thing shareholders are voting on is to reapprove a $56 billion compensation package for CEO Elon Musk.\" tg-width=\"930\" tg-height=\"648\"/><span>Tesla’s 2024 annual meeting is June 13. On thing shareholders are voting on is to reapprove a $56 billion compensation package for CEO Elon Musk.</span></p><p style=\"text-align: start;\">Shareholders of the electric vehicle maker are reconsidering Musk’s 2018 CEO performance award, which was approved by more than 70% of shareholders in 2018 and gave him some 300 million incentive-laden stock options. A Delaware judge, however, voided the pay package in January citing inadequate disclosures made to Tesla investors. Tesla’s board put the same package up for another vote with new disclosures.</p><p>Most of the votes will be tallied on June 13 at Tesla’s annual shareholder meeting.</p><p>Monday, Bernstein analyst Toni Sacconaghi wrote that shareholders are unlikely to approve the pay package. He believes that institutional investors who control 25% of the vote will follow the no-vote recommendation of proxy advisors ISS and Glass Lewis. (In 2018, both had also recommended voting against the deal.)</p><p>By his math, with 25% of no votes, for Musk to get his package, three-quarters of the remaining votes likely to be cast would have to be in favor. That would seem to be a reach.</p><p>Sacconaghi sees shares slipping more than 5% if the final vote is no. He rates Tesla stock at Sell and has a $120 price target.</p><p>That might understate the move. Options markets imply Tesla stock will move about 7%, up or down, following the vote. Options markets also imply that the drop will likely be more severe than the gain.</p><p>That makes some sense. Aside from Sacconaghi, most analysts have said the vote will probably pass, which means some vote optimism is embedded in shares.</p><p>Technical analysts Frank Cappelleri of CappThesis and Katie Stockton of Fairlead Strategies both point out that Tesla stock has been hovering near its 50-day moving average. A move below that price level brings $150 into play, or roughly $25 below recent trades. That level probably represents maximum pain for investors in a no-vote scenario.</p><p>One interested party thinks getting the pay package approved isn’t as difficult as Sacconaghi believes. Musk tweeted Saturday that “roughly 90%” of retail shareholders had voted in favor of his compensation package. That would be significant because about 45% of shares available for trading that aren’t held by Tesla insiders including Musk are owned by retail shareholders, according to Bloomberg.</p><p>If Musk’s tally is correct, only about one in five institutional votes would have to be in favor for him to get his compensation package.</p><p>It’s a question of how the institutional votes will shake out. Calpers and Norway’s sovereign-wealth fund are against the deal, but Baron Capital and ARK Invest are in favor.</p><p>There are vocal shareholders and analysts on both sides. Sacconaghi’s prediction for a no vote is countered by Morgan Stanley analyst Adam Jonas who sees a yes. Jonas says surveyed clients expected a yes vote by a two-to-one ratio.</p><p style=\"text-align: start;\">Jonas rates Tesla stock at Buy with a $310 price target. Wedbush analyst Dan Ives also has a Buy rating, and a $275 price target.</p><p style=\"text-align: start;\">Ives wrote this past week that a yes vote is more likely. “This issue has been an overhang on Tesla’s stock and this will be important to move this distraction in the rearview mirror.”</p><p style=\"text-align: start;\">Overhang might be an understatement. If the package is voted down, the board would have to figure out a new way to compensate Musk, and shareholders would have to vote on CEO compensation all over again. More important, Musk’s reaction to a no-vote can’t be predicted.</p><p style=\"text-align: start;\">Coming into Monday trading, Tesla stock was down about 29% so far this year, underperforming the Nasdaq Composite by about 43 percentage points.</p><p style=\"text-align: start;\">Musk’s compensation isn’t the only thing weighing on investor sentiment. Slowing EV sales growth resulted in lower delivery and earnings estimates for the EV giant.</p><p style=\"text-align: start;\">Tesla stock dropped 1.8% on Tuesday at $170.66 while the S&amp;P 500 and Nasdaq Composite rose 0.3% and 0.9%, respectively.</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":"1126426527","content_text":"The world is about to find out if Tesla shareholders reapproved a $56 billion pay package for CEO Elon Musk. And one analyst is now suggesting that it won’t pass—leading to more downside for the stock.Tesla’s 2024 annual meeting is June 13. On thing shareholders are voting on is to reapprove a $56 billion compensation package for CEO Elon Musk.Shareholders of the electric vehicle maker are reconsidering Musk’s 2018 CEO performance award, which was approved by more than 70% of shareholders in 2018 and gave him some 300 million incentive-laden stock options. A Delaware judge, however, voided the pay package in January citing inadequate disclosures made to Tesla investors. Tesla’s board put the same package up for another vote with new disclosures.Most of the votes will be tallied on June 13 at Tesla’s annual shareholder meeting.Monday, Bernstein analyst Toni Sacconaghi wrote that shareholders are unlikely to approve the pay package. He believes that institutional investors who control 25% of the vote will follow the no-vote recommendation of proxy advisors ISS and Glass Lewis. (In 2018, both had also recommended voting against the deal.)By his math, with 25% of no votes, for Musk to get his package, three-quarters of the remaining votes likely to be cast would have to be in favor. That would seem to be a reach.Sacconaghi sees shares slipping more than 5% if the final vote is no. He rates Tesla stock at Sell and has a $120 price target.That might understate the move. Options markets imply Tesla stock will move about 7%, up or down, following the vote. Options markets also imply that the drop will likely be more severe than the gain.That makes some sense. Aside from Sacconaghi, most analysts have said the vote will probably pass, which means some vote optimism is embedded in shares.Technical analysts Frank Cappelleri of CappThesis and Katie Stockton of Fairlead Strategies both point out that Tesla stock has been hovering near its 50-day moving average. A move below that price level brings $150 into play, or roughly $25 below recent trades. That level probably represents maximum pain for investors in a no-vote scenario.One interested party thinks getting the pay package approved isn’t as difficult as Sacconaghi believes. Musk tweeted Saturday that “roughly 90%” of retail shareholders had voted in favor of his compensation package. That would be significant because about 45% of shares available for trading that aren’t held by Tesla insiders including Musk are owned by retail shareholders, according to Bloomberg.If Musk’s tally is correct, only about one in five institutional votes would have to be in favor for him to get his compensation package.It’s a question of how the institutional votes will shake out. Calpers and Norway’s sovereign-wealth fund are against the deal, but Baron Capital and ARK Invest are in favor.There are vocal shareholders and analysts on both sides. Sacconaghi’s prediction for a no vote is countered by Morgan Stanley analyst Adam Jonas who sees a yes. Jonas says surveyed clients expected a yes vote by a two-to-one ratio.Jonas rates Tesla stock at Buy with a $310 price target. Wedbush analyst Dan Ives also has a Buy rating, and a $275 price target.Ives wrote this past week that a yes vote is more likely. “This issue has been an overhang on Tesla’s stock and this will be important to move this distraction in the rearview mirror.”Overhang might be an understatement. If the package is voted down, the board would have to figure out a new way to compensate Musk, and shareholders would have to vote on CEO compensation all over again. More important, Musk’s reaction to a no-vote can’t be predicted.Coming into Monday trading, Tesla stock was down about 29% so far this year, underperforming the Nasdaq Composite by about 43 percentage points.Musk’s compensation isn’t the only thing weighing on investor sentiment. Slowing EV sales growth resulted in lower delivery and earnings estimates for the EV giant.Tesla stock dropped 1.8% on Tuesday at $170.66 while the S&P 500 and Nasdaq Composite rose 0.3% and 0.9%, respectively.","news_type":1},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314502115569952,"gmtCreate":1717814081048,"gmtModify":1717814085103,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314502115569952","repostId":"2441024095","repostType":2,"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":313597032947736,"gmtCreate":1717567450880,"gmtModify":1717570274558,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/313597032947736","repostId":"2441180232","repostType":2,"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312805193126200,"gmtCreate":1717394266582,"gmtModify":1717395849667,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312805193126200","repostId":"2440112965","repostType":2,"repost":{"id":"2440112965","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":1717384656,"share":"https://ttm.financial/m/news/2440112965?lang=&edition=fundamental","pubTime":"2024-06-03 11:17","market":"sh","language":"en","title":"Asics Stock Catches Fire Along With Its Dad Sneakers","url":"https://stock-news.laohu8.com/highlight/detail?id=2440112965","media":"Dow Jones","summary":"Asics, the 75-year-old Japanese sneaker brand, is having a moment. So are its shares.Asics has long been a well-loved brand among the running community. Around a quarter of 54,000 runners who finished the Paris Marathon sported a pair of Asics, including both winners in the men's and women's races, according to the company.In fact, even Nike can trace its roots back to the Japanese company. Nike began its business in the 1960s by importing and distributing shoes from Asics, then known as Onitsuka, in the U.S. Onitsuka Tiger remains a high-end fashion brand within Asics.The performance running shoes segment is Asics' largest by revenue, and it has tried to maintain a close-knit community of runners. Asics acquired Runkeeper -- a popular fitness-tracking app among runners -- in 2016. In recent years, it has been acquiring race-registration companies, including Njuko Sas in Europe and Register Now in Australia. Its loyalty program has nearly 15 million members globally.","content":"<html><head></head><body><p>Asics, the 75-year-old Japanese sneaker brand, is having a moment. So are its shares.</p><p>The running shoe maker&#39;s stock price has quadrupled over the past two years. Its financial performance is strong: revenue in its last reported quarter grew 14% from a year earlier while its operating profit surged 53%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2af0eedba091b67361924ba4b13c29cb\" tg-width=\"340\" tg-height=\"428\"/></p><p>Asics has long been a well-loved brand among the running community. Around a quarter of 54,000 runners who finished the Paris Marathon sported a pair of Asics, including both winners in the men&#39;s and women&#39;s races, according to the company.</p><p>In fact, even Nike can trace its roots back to the Japanese company. Nike began its business in the 1960s by importing and distributing shoes from Asics, then known as Onitsuka, in the U.S. Onitsuka Tiger remains a high-end fashion brand within Asics.</p><p>Asics has benefited from the Covid-19 pandemic: more people picked up running as a hobby when they had nothing else to do. At the same time, people working from home began giving priority to comfort in their footwear -- discovering that lightweight shoes with cushioned soles designed for running are pretty comfortable for walking around in too. Running-shoe upstarts like Hoka and On Holding have also seen explosive growth in the past few years. Hoka&#39;s sales in quarter ended March surged 34% from a year earlier, pushing shares of its owner, Deckers Outdoor, to record highs.</p><p>The performance running shoes segment is Asics&#39; largest by revenue, and it has tried to maintain a close-knit community of runners. Asics acquired Runkeeper -- a popular fitness-tracking app among runners -- in 2016. In recent years, it has been acquiring race-registration companies, including Njuko Sas in Europe and Register Now in Australia. Its loyalty program has nearly 15 million members globally.</p><p>But outside of runners and Onitsuka Tiger, Asics was perhaps best known for &#34;dad sneakers&#34; -- a style of shoes that are picked more for practicality than aesthetics. Lately, however, some old Asics designs have become unlikely fashion symbols. Youngsters have apparently eschewed conventional beauty standards and embraced the uncool: Crocs and Hoka are some other examples of &#34;ugly shoes&#34; that have seen an explosion in popularity.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/835ad08309546710c70dbc55148f9aca\" tg-width=\"624\" tg-height=\"523\"/></p><p>Asics has done its fair bit too. Its collaboration with designers from Vivienne Westwood to Cecilie Bahnsen have generated lots of buzz on social media. For example, its redesign of its 2008 Gel-Kayano 14 sneaker with Canadian design studio JJJJound has been a smash hit. The shoe can sell for more than $1,000 on online marketplace StockX. Asics was the fifth most-traded brand on StockX last year, rising from No. 10 the year before. Revenue for the company&#39;s more fashion-minded SportStyle division grew 52% year-over-year in the last reported quarter.</p><p>Even better news for investors is that the company has been more profitable too. Operating margin in its quarter ended March was 19.4%, compared with 9.5% two years earlier. Partly that is because the company has shifted its product mix to more premium products. It has also been selling more directly to customers than through wholesalers. Around 64% of its sales were through wholesale in the first quarter, down from 74% three years earlier. E-commerce sales have risen from 13% to 17% of sales.</p><p>Asics trades at 34 times forward earnings, according to S&amp;P Global Market Intelligence. That is a similar multiple as Deckers Outdoor, but higher than bigger peer Nike, which trades at 25 times. The premium could be justified if Asics could keep growing its sales with better margins.</p><p>Asics is sprinting ahead. It still has room to run.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Asics Stock Catches Fire Along With Its Dad Sneakers</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\">\nAsics Stock Catches Fire Along With Its Dad Sneakers\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-06-03 11:17</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Asics, the 75-year-old Japanese sneaker brand, is having a moment. So are its shares.</p><p>The running shoe maker&#39;s stock price has quadrupled over the past two years. Its financial performance is strong: revenue in its last reported quarter grew 14% from a year earlier while its operating profit surged 53%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2af0eedba091b67361924ba4b13c29cb\" tg-width=\"340\" tg-height=\"428\"/></p><p>Asics has long been a well-loved brand among the running community. Around a quarter of 54,000 runners who finished the Paris Marathon sported a pair of Asics, including both winners in the men&#39;s and women&#39;s races, according to the company.</p><p>In fact, even Nike can trace its roots back to the Japanese company. Nike began its business in the 1960s by importing and distributing shoes from Asics, then known as Onitsuka, in the U.S. Onitsuka Tiger remains a high-end fashion brand within Asics.</p><p>Asics has benefited from the Covid-19 pandemic: more people picked up running as a hobby when they had nothing else to do. At the same time, people working from home began giving priority to comfort in their footwear -- discovering that lightweight shoes with cushioned soles designed for running are pretty comfortable for walking around in too. Running-shoe upstarts like Hoka and On Holding have also seen explosive growth in the past few years. Hoka&#39;s sales in quarter ended March surged 34% from a year earlier, pushing shares of its owner, Deckers Outdoor, to record highs.</p><p>The performance running shoes segment is Asics&#39; largest by revenue, and it has tried to maintain a close-knit community of runners. Asics acquired Runkeeper -- a popular fitness-tracking app among runners -- in 2016. In recent years, it has been acquiring race-registration companies, including Njuko Sas in Europe and Register Now in Australia. Its loyalty program has nearly 15 million members globally.</p><p>But outside of runners and Onitsuka Tiger, Asics was perhaps best known for &#34;dad sneakers&#34; -- a style of shoes that are picked more for practicality than aesthetics. Lately, however, some old Asics designs have become unlikely fashion symbols. Youngsters have apparently eschewed conventional beauty standards and embraced the uncool: Crocs and Hoka are some other examples of &#34;ugly shoes&#34; that have seen an explosion in popularity.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/835ad08309546710c70dbc55148f9aca\" tg-width=\"624\" tg-height=\"523\"/></p><p>Asics has done its fair bit too. Its collaboration with designers from Vivienne Westwood to Cecilie Bahnsen have generated lots of buzz on social media. For example, its redesign of its 2008 Gel-Kayano 14 sneaker with Canadian design studio JJJJound has been a smash hit. The shoe can sell for more than $1,000 on online marketplace StockX. Asics was the fifth most-traded brand on StockX last year, rising from No. 10 the year before. Revenue for the company&#39;s more fashion-minded SportStyle division grew 52% year-over-year in the last reported quarter.</p><p>Even better news for investors is that the company has been more profitable too. Operating margin in its quarter ended March was 19.4%, compared with 9.5% two years earlier. Partly that is because the company has shifted its product mix to more premium products. It has also been selling more directly to customers than through wholesalers. Around 64% of its sales were through wholesale in the first quarter, down from 74% three years earlier. E-commerce sales have risen from 13% to 17% of sales.</p><p>Asics trades at 34 times forward earnings, according to S&amp;P Global Market Intelligence. That is a similar multiple as Deckers Outdoor, but higher than bigger peer Nike, which trades at 25 times. The premium could be justified if Asics could keep growing its sales with better margins.</p><p>Asics is sprinting ahead. It still has room to run.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","DECK":"Deckers Outdoor Corporation","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4146":"鞋类","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4558":"双十一","BK4566":"资本集团","CROX":"卡骆驰","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","BK4588":"碎股","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","ASCCF":"Asics Corp.","BK4561":"索罗斯持仓","LU0823411888.USD":"法巴消费创新基金 Cap","ASCCY":"Asics Corp.","BK4581":"高盛持仓","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2440112965","content_text":"Asics, the 75-year-old Japanese sneaker brand, is having a moment. So are its shares.The running shoe maker's stock price has quadrupled over the past two years. Its financial performance is strong: revenue in its last reported quarter grew 14% from a year earlier while its operating profit surged 53%.Asics has long been a well-loved brand among the running community. Around a quarter of 54,000 runners who finished the Paris Marathon sported a pair of Asics, including both winners in the men's and women's races, according to the company.In fact, even Nike can trace its roots back to the Japanese company. Nike began its business in the 1960s by importing and distributing shoes from Asics, then known as Onitsuka, in the U.S. Onitsuka Tiger remains a high-end fashion brand within Asics.Asics has benefited from the Covid-19 pandemic: more people picked up running as a hobby when they had nothing else to do. At the same time, people working from home began giving priority to comfort in their footwear -- discovering that lightweight shoes with cushioned soles designed for running are pretty comfortable for walking around in too. Running-shoe upstarts like Hoka and On Holding have also seen explosive growth in the past few years. Hoka's sales in quarter ended March surged 34% from a year earlier, pushing shares of its owner, Deckers Outdoor, to record highs.The performance running shoes segment is Asics' largest by revenue, and it has tried to maintain a close-knit community of runners. Asics acquired Runkeeper -- a popular fitness-tracking app among runners -- in 2016. In recent years, it has been acquiring race-registration companies, including Njuko Sas in Europe and Register Now in Australia. Its loyalty program has nearly 15 million members globally.But outside of runners and Onitsuka Tiger, Asics was perhaps best known for \"dad sneakers\" -- a style of shoes that are picked more for practicality than aesthetics. Lately, however, some old Asics designs have become unlikely fashion symbols. Youngsters have apparently eschewed conventional beauty standards and embraced the uncool: Crocs and Hoka are some other examples of \"ugly shoes\" that have seen an explosion in popularity.Asics has done its fair bit too. Its collaboration with designers from Vivienne Westwood to Cecilie Bahnsen have generated lots of buzz on social media. For example, its redesign of its 2008 Gel-Kayano 14 sneaker with Canadian design studio JJJJound has been a smash hit. The shoe can sell for more than $1,000 on online marketplace StockX. Asics was the fifth most-traded brand on StockX last year, rising from No. 10 the year before. Revenue for the company's more fashion-minded SportStyle division grew 52% year-over-year in the last reported quarter.Even better news for investors is that the company has been more profitable too. Operating margin in its quarter ended March was 19.4%, compared with 9.5% two years earlier. Partly that is because the company has shifted its product mix to more premium products. It has also been selling more directly to customers than through wholesalers. Around 64% of its sales were through wholesale in the first quarter, down from 74% three years earlier. E-commerce sales have risen from 13% to 17% of sales.Asics trades at 34 times forward earnings, according to S&P Global Market Intelligence. That is a similar multiple as Deckers Outdoor, but higher than bigger peer Nike, which trades at 25 times. The premium could be justified if Asics could keep growing its sales with better margins.Asics is sprinting ahead. It still has room to run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":311094257021128,"gmtCreate":1716956404547,"gmtModify":1716962463529,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311094257021128","repostId":"2438301677","repostType":2,"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296409608573224,"gmtCreate":1713403232349,"gmtModify":1713404876061,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296409608573224","repostId":"2428034319","repostType":2,"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":317408485454008,"gmtCreate":1718531472576,"gmtModify":1718531475972,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317408485454008","repostId":"2443969462","repostType":2,"repost":{"id":"2443969462","pubTimestamp":1718451489,"share":"https://ttm.financial/m/news/2443969462?lang=&edition=fundamental","pubTime":"2024-06-15 19:38","market":"hk","language":"en","title":"Apple Looks Set To Win The AI Race (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2443969462","media":"seekingalpha","summary":"At its most recent Worldwide Developer Conference (WWDC), Apple announced its new AI service, dubbed Apple Intelligence.The AI tools promised to integrate seamlessly into many different aspects of App","content":"<html><head></head><body><ul style=\"\"><li><p>At its most recent Worldwide Developer Conference (WWDC), Apple announced its new AI service, dubbed Apple Intelligence.</p></li><li><p>The AI tools promised to integrate seamlessly into many different aspects of Apple&#39;s ecosystem.</p></li><li><p>The event garnered rave reviews from top YouTube reviewers, some of whom were more critical of Apple in the past.</p></li><li><p>Apple can make money directly from its revenue sharing deal with OpenAI.</p></li><li><p>In this article, I explore the reasons why Apple&#39;s new AI is so promising, and could continue lifting the stock.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/841d11cc18e9ecc18b74684b7b996ce8\" tg-width=\"750\" tg-height=\"481\"/></p><p>This week, <strong>Apple</strong> (NASDAQ:AAPL) held its Worldwide Developer Conference (“WWDC”), an annual event that usually showcases the company’s new software and APIs. This year, the event was quite a departure from previous ones. Focused primarily on generative artificial intelligence (“AI”), it generated a lot of hype. People expected a lot from the event and, going by the rave reviews it got, the event delivered.</p><p>The main reason why Apple’s event was so well received was because the company took a very different approach to AI than other companies had taken up to that point. Instead of launching one specific AI product (e.g. a chatbot), the company showcased the dozens of little ways AI would be integrated into its existing products. This approach differentiated Apple’s AI solutions from those offered by other companies. Until a few days ago, companies had been launching AI Chatbots that were mostly identical to ChatGPT. Apple took a different approach, integrating AI into every part of its ecosystem. The end result was a very impressive event.</p><p>It’s still several months before we can try out Apple Intelligence ourselves. However, we already know that Apple can materially benefit from this deal in several ways. First, there’s the nature of the deal with ChatGPT, which will be powering some of the AI features. There are no up-front fees charged to either party; instead, OpenAI will share revenue with Apple when users sign up for ChatGPT through Apple’s platforms.</p><p>Apple has made considerable sums of money this way in the past. For example, <strong>Google</strong> (GOOG) once signed a deal with Apple to share search revenue in exchange for Apple agreeing to make Google search the default on Apple devices. In the most recent fiscal year, this deal paid Apple $20 billion.</p><p>Also, the inclusion of ChatGPT in Apple devices could improve one of the company’s most widely-panned products: <em>Siri</em>. Siri has been in Apple devices for over a decade, and it has been perceived as one of the company’s worst features. Over the years, countless reviewers have complained that Siri’s feature set (e.g. voice recognition, intelligence) is far behind that of the competition. If the new Siri features announced at the WWDC are any indication, then the world’s least-loved digital voice assistant may soon become a lot more lovable.</p><p>When I last covered Apple, I rated the stock a hold on the grounds that it had gotten extremely expensive while having no growth. I put my money where my mouth was, too, as I unloaded my position in two lots: one at $184 and one at $192. After watching Apple’s WWDC event, I revised my opinion. Apple’s new AI features will not only increase the appeal of the company’s products, they will also generate new revenue directly in the form of ChatGPT revenue sharing. As a result, the company’s estimated future earnings are higher than they would have been had Apple not announced Apple Intelligence. Accordingly, I am upgrading my rating to ‘buy,’ even though the stock is more expensive than it was when I last covered it.</p><h2 id=\"id_4117038754\">WWDC Undermined the Bear Thesis on Apple</h2><p>Apple’s WWDC event significantly undermined the most common bear thesis on Apple–a thesis that I myself previously subscribed to. Most people who have been bearish on Apple over the last few months have been bearish because of valuation and growth concerns. Indeed, it was because of such concerns that I sold my shares. Based on Friday’s closing price, AAPL trades at:</p><ul style=\"\"><li><p>33 times earnings.</p></li><li><p>8.5 times sales.</p></li><li><p>44 times book value.</p></li><li><p>29 times cash flow.</p></li></ul><p>At the same time, its trailing 12-month growth rates were:</p><ul style=\"\"><li><p>-0.9% in revenue.</p></li><li><p>4.7% in EBIT.</p></li><li><p>5.2% in EBITDA.</p></li><li><p>9% in diluted earnings per share (“EPS”).</p></li></ul><p>So we have steep multiples combined with slow growth: not exactly thrilling stuff. Furthermore, until the recent WWDC, it was hard to see where future growth was going to come from. As I wrote in my previous article, growth is hard when you’re at a massive scale. Apple already does around $100 billion in annual profit, if it launched a new product doing $5 billion in revenue and a 30% margin ($1.5 billion), that would only increase net income by 1.5%. Such a launch would be a game changer for most companies. It would barely register for Apple. So, I figured that Apple’s dearth of meaningful new investment opportunities would hold back growth going forward. Indeed, I still think that. However, thanks to the terms of Apple’s deal with ChatGPT, it could generate new revenue with no incremental spend whatsoever. That, potentially, could be a game-changer.</p><h2 id=\"id_538619527\">Details of Apple’s ChatGPT Deal</h2><p>The details of Apple’s AI deal with OpenAI are straightforward: the company pays nothing to embed ChatGPT in its products and services. In the meantime, it gets a cut of revenue if people sign up for paid ChatGPT plans through Apple devices.</p><p>How much new revenue can Apple generate through this deal?</p><p>There are two ways of approaching this:</p><ol start=\"1\" style=\"\"><li><p>By looking at similar deals Apple made in the past.</p></li><li><p>By analyzing how much ChatGPT costs and how many signups Apple could drive.</p></li></ol><p>First, the similar deal approach. There is some precedent for Apple’s ChatGPT deal: its 2002 Google deal. In 2002, Google agreed to pay Apple a cut of its search revenue in order to remain the default search engine on Safari. It paid off even more to ward off a similar deal between Apple and Microsoft (MSFT). As of the most recent reports, Google’s deal was worth $20 billion. That’s definitely moving the needle for Apple: net income would be $20 billion less without it (Apple pays nothing so these royalties are pure margin).</p><p>This ChatGPT deal looks similar on the surface. First, ChatGPT is new, like Google was in 2002 when it started paying Apple. Second, the company is already fairly large, boasting 180 million users. Third and finally, Apple’s 1.5 billion users are a large audience that Apple could push toward ChatGPT. The end result could be a deal that, over time, comes to be worth almost as much as Apple’s Google Search deal (if not more).</p><p>Secondly, we can look at the potential based on ChatGPT’s pricing. ChatGPT (the most basic plan) costs $20/month, or $240 per year. According to MailChimp, 2% to 5% is a good conversion rate. Apple is known for its marketing prowess, so it can probably achieve conversions in that range. If Apple converts 2% of its customers into ChatGPT subscribers at $240 per year, it generates $7.2 billion in new revenue. If it converts 5% of its customers into ChatGPT subscribers at $240 per year, it generates $18 billion in new revenue. If the split is 50/50, then the potential revenue for Apple here is between $3.6 billion and $9 billion. Not quite as lucrative as the Google deal, but not nothing.</p><h2 id=\"id_2077779292\">The AI Features Look Good</h2><p>On a concluding note, I should add that the AI products Apple rolled out at WWDC were very unique. They included:</p><ul style=\"\"><li><p>Large language model (LLM) in Pages (Apple’s MS Word alternative).</p></li><li><p>A re-writing tool that lets the user see the same text in different “tones.”</p></li><li><p>A DALL-E based Emoji generator.</p></li><li><p>A tool that ranks emails by urgency (how important Apple’s AI determines them to be).</p></li><li><p>A related tool that prioritizes notifications by urgency.</p></li><li><p>Automatic phone call summaries.</p></li><li><p>An image playground similar to DALL-E integrated directly into messages.</p></li><li><p>ChatGPT built into Siri.</p></li></ul><p>Many of these features will certainly sound familiar to longtime Apple users, but the level of integration is something that hasn’t been seen before. For example, with the image generator being built directly into iMessage, people can send images the second they’re created. Plus there are all the “little details” like the notification ranking and emoji generation that make the integration of AI into Apple products all that more complete.</p><p>So, we have a model for $3.6 billion to $20 billion per year in new revenue per Apple, plus a host of new features whose exact benefits can’t be modeled, but may indirectly help Apple with customer retention and time-on-screen. On the whole, this collection of future benefits appears big enough to justify a re-rate. Accordingly, I now consider Apple stock a buy, despite it having run up since I last covered it.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Looks Set To Win The AI Race (Rating Upgrade)</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\">\nApple Looks Set To Win The AI Race (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-15 19:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4699414-apple-looks-set-to-win-the-ai-race-rating-upgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>At its most recent Worldwide Developer Conference (WWDC), Apple announced its new AI service, dubbed Apple Intelligence.The AI tools promised to integrate seamlessly into many different aspects of ...</p>\n\n<a href=\"https://seekingalpha.com/article/4699414-apple-looks-set-to-win-the-ai-race-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4699414-apple-looks-set-to-win-the-ai-race-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2443969462","content_text":"At its most recent Worldwide Developer Conference (WWDC), Apple announced its new AI service, dubbed Apple Intelligence.The AI tools promised to integrate seamlessly into many different aspects of Apple's ecosystem.The event garnered rave reviews from top YouTube reviewers, some of whom were more critical of Apple in the past.Apple can make money directly from its revenue sharing deal with OpenAI.In this article, I explore the reasons why Apple's new AI is so promising, and could continue lifting the stock.This week, Apple (NASDAQ:AAPL) held its Worldwide Developer Conference (“WWDC”), an annual event that usually showcases the company’s new software and APIs. This year, the event was quite a departure from previous ones. Focused primarily on generative artificial intelligence (“AI”), it generated a lot of hype. People expected a lot from the event and, going by the rave reviews it got, the event delivered.The main reason why Apple’s event was so well received was because the company took a very different approach to AI than other companies had taken up to that point. Instead of launching one specific AI product (e.g. a chatbot), the company showcased the dozens of little ways AI would be integrated into its existing products. This approach differentiated Apple’s AI solutions from those offered by other companies. Until a few days ago, companies had been launching AI Chatbots that were mostly identical to ChatGPT. Apple took a different approach, integrating AI into every part of its ecosystem. The end result was a very impressive event.It’s still several months before we can try out Apple Intelligence ourselves. However, we already know that Apple can materially benefit from this deal in several ways. First, there’s the nature of the deal with ChatGPT, which will be powering some of the AI features. There are no up-front fees charged to either party; instead, OpenAI will share revenue with Apple when users sign up for ChatGPT through Apple’s platforms.Apple has made considerable sums of money this way in the past. For example, Google (GOOG) once signed a deal with Apple to share search revenue in exchange for Apple agreeing to make Google search the default on Apple devices. In the most recent fiscal year, this deal paid Apple $20 billion.Also, the inclusion of ChatGPT in Apple devices could improve one of the company’s most widely-panned products: Siri. Siri has been in Apple devices for over a decade, and it has been perceived as one of the company’s worst features. Over the years, countless reviewers have complained that Siri’s feature set (e.g. voice recognition, intelligence) is far behind that of the competition. If the new Siri features announced at the WWDC are any indication, then the world’s least-loved digital voice assistant may soon become a lot more lovable.When I last covered Apple, I rated the stock a hold on the grounds that it had gotten extremely expensive while having no growth. I put my money where my mouth was, too, as I unloaded my position in two lots: one at $184 and one at $192. After watching Apple’s WWDC event, I revised my opinion. Apple’s new AI features will not only increase the appeal of the company’s products, they will also generate new revenue directly in the form of ChatGPT revenue sharing. As a result, the company’s estimated future earnings are higher than they would have been had Apple not announced Apple Intelligence. Accordingly, I am upgrading my rating to ‘buy,’ even though the stock is more expensive than it was when I last covered it.WWDC Undermined the Bear Thesis on AppleApple’s WWDC event significantly undermined the most common bear thesis on Apple–a thesis that I myself previously subscribed to. Most people who have been bearish on Apple over the last few months have been bearish because of valuation and growth concerns. Indeed, it was because of such concerns that I sold my shares. Based on Friday’s closing price, AAPL trades at:33 times earnings.8.5 times sales.44 times book value.29 times cash flow.At the same time, its trailing 12-month growth rates were:-0.9% in revenue.4.7% in EBIT.5.2% in EBITDA.9% in diluted earnings per share (“EPS”).So we have steep multiples combined with slow growth: not exactly thrilling stuff. Furthermore, until the recent WWDC, it was hard to see where future growth was going to come from. As I wrote in my previous article, growth is hard when you’re at a massive scale. Apple already does around $100 billion in annual profit, if it launched a new product doing $5 billion in revenue and a 30% margin ($1.5 billion), that would only increase net income by 1.5%. Such a launch would be a game changer for most companies. It would barely register for Apple. So, I figured that Apple’s dearth of meaningful new investment opportunities would hold back growth going forward. Indeed, I still think that. However, thanks to the terms of Apple’s deal with ChatGPT, it could generate new revenue with no incremental spend whatsoever. That, potentially, could be a game-changer.Details of Apple’s ChatGPT DealThe details of Apple’s AI deal with OpenAI are straightforward: the company pays nothing to embed ChatGPT in its products and services. In the meantime, it gets a cut of revenue if people sign up for paid ChatGPT plans through Apple devices.How much new revenue can Apple generate through this deal?There are two ways of approaching this:By looking at similar deals Apple made in the past.By analyzing how much ChatGPT costs and how many signups Apple could drive.First, the similar deal approach. There is some precedent for Apple’s ChatGPT deal: its 2002 Google deal. In 2002, Google agreed to pay Apple a cut of its search revenue in order to remain the default search engine on Safari. It paid off even more to ward off a similar deal between Apple and Microsoft (MSFT). As of the most recent reports, Google’s deal was worth $20 billion. That’s definitely moving the needle for Apple: net income would be $20 billion less without it (Apple pays nothing so these royalties are pure margin).This ChatGPT deal looks similar on the surface. First, ChatGPT is new, like Google was in 2002 when it started paying Apple. Second, the company is already fairly large, boasting 180 million users. Third and finally, Apple’s 1.5 billion users are a large audience that Apple could push toward ChatGPT. The end result could be a deal that, over time, comes to be worth almost as much as Apple’s Google Search deal (if not more).Secondly, we can look at the potential based on ChatGPT’s pricing. ChatGPT (the most basic plan) costs $20/month, or $240 per year. According to MailChimp, 2% to 5% is a good conversion rate. Apple is known for its marketing prowess, so it can probably achieve conversions in that range. If Apple converts 2% of its customers into ChatGPT subscribers at $240 per year, it generates $7.2 billion in new revenue. If it converts 5% of its customers into ChatGPT subscribers at $240 per year, it generates $18 billion in new revenue. If the split is 50/50, then the potential revenue for Apple here is between $3.6 billion and $9 billion. Not quite as lucrative as the Google deal, but not nothing.The AI Features Look GoodOn a concluding note, I should add that the AI products Apple rolled out at WWDC were very unique. They included:Large language model (LLM) in Pages (Apple’s MS Word alternative).A re-writing tool that lets the user see the same text in different “tones.”A DALL-E based Emoji generator.A tool that ranks emails by urgency (how important Apple’s AI determines them to be).A related tool that prioritizes notifications by urgency.Automatic phone call summaries.An image playground similar to DALL-E integrated directly into messages.ChatGPT built into Siri.Many of these features will certainly sound familiar to longtime Apple users, but the level of integration is something that hasn’t been seen before. For example, with the image generator being built directly into iMessage, people can send images the second they’re created. Plus there are all the “little details” like the notification ranking and emoji generation that make the integration of AI into Apple products all that more complete.So, we have a model for $3.6 billion to $20 billion per year in new revenue per Apple, plus a host of new features whose exact benefits can’t be modeled, but may indirectly help Apple with customer retention and time-on-screen. On the whole, this collection of future benefits appears big enough to justify a re-rate. Accordingly, I now consider Apple stock a buy, despite it having run up since I last covered it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348765194641648,"gmtCreate":1726166215782,"gmtModify":1726166219401,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348765194641648","repostId":"2466627845","repostType":2,"repost":{"id":"2466627845","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":1726153291,"share":"https://ttm.financial/m/news/2466627845?lang=&edition=fundamental","pubTime":"2024-09-12 23:01","market":"sh","language":"en","title":"A Stock-Market \"Harris Trade\" Is Starting to Take Shape","url":"https://stock-news.laohu8.com/highlight/detail?id=2466627845","media":"Dow Jones","summary":"Although they have struggled under Biden, solar stocks appeared to get a boost following Kamala Harris's debate performance. The unwinding of several \"Trump trades\" grabbed investors' attention early Wednesday. But by the time Wall Street closed, a fledgling \"Harris trade\" had also started to take shape.Bitcoin prices  tumbled, while shares of Trump-sensitive stocks like Trump Media & Technology Group Corp.  and private-prisons company Geo Group Inc.  fell, as investors reacted to the higher perceived odds of a Kamala Harris victory in November's presidential election by dumping shares expected to benefit from a second Donald Trump administration.Around the same time, shares of long-suffering solar-energy companies started to perk up. They ultimately finished Wednesday's session sharply higher, booking their biggest daily gains since May, according to Dow Jones Market Data.Speaking more broadly, Hatfield said that the market was \"a little destabilized by the prospect of a Harris win\" e","content":"<html><head></head><body><p>The unwinding of several &#34;Trump trades&#34; grabbed investors&#39; attention early Wednesday. But by the time Wall Street closed, a fledgling &#34;Harris trade&#34; had also started to take shape.</p><p>Bitcoin prices (BTCUSD) tumbled, while shares of Trump-sensitive stocks like Trump Media &amp; Technology Group Corp. <a href=\"https://laohu8.com/S/DJT\">$(DJT)$</a> and private-prisons company Geo Group Inc. <a href=\"https://laohu8.com/S/GEO\">$(GEO)$</a> fell, as investors reacted to the higher perceived odds of a Kamala Harris victory in November&#39;s presidential election by dumping shares expected to benefit from a second Donald Trump administration.</p><p>Around the same time, shares of long-suffering solar-energy companies started to perk up. They ultimately finished Wednesday&#39;s session sharply higher, booking their biggest daily gains since May, according to Dow Jones Market Data.</p><p>And market strategists said that if Vice President Harris, the Democratic nominee, maintains her lead over Republican rival Trump, it could help push them higher still.</p><p>ETFs in the space - including the Invesco Solar ETF TAN and the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Global Clean Energy ETF ICLN - saw notable gains on Wednesday. Shares of First Solar Inc. <a href=\"https://laohu8.com/S/FSLR\">$(FSLR)$</a> were a standout, rising more than 15%, FactSet data showed.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eec076cc5ddbfc6d320ed9e06e9450aa\" tg-width=\"649\" tg-height=\"445\"/></p><p>&#34;There were clearly signs of a Harris trade,&#34; said Jay Hatfield, portfolio manager at Infrastructure Capital Management, during an interview with MarketWatch on Wednesday. &#34;Solar was ripping, [while] financials and energy were weak.&#34;</p><p>Hatfield characterized solar stocks as &#34;the leading bellwether&#34; of the Harris trade. Ross Mayfield, an investment strategist at Baird, characterized solar as &#34;one of the cleanest ways to evaluate that bet.&#34;</p><p>To be sure, clean-energy stocks haven&#39;t always benefited from a Democratic administration; they have been mired in a long bear market for much of President Joe Biden&#39;s term. Previously, they had outperformed when former President Trump was in the White House.</p><p>Still, the fact that solar stocks rallied on Wednesday isn&#39;t surprising: Democrats have expressed support for encouraging the expansion of clean energy, including solar. And given that the industry hasn&#39;t quite found its economic footing, government subsidies remain essential for these companies to thrive, Mayfield noted.</p><p>Speaking more broadly, Hatfield said that the market was &#34;a little destabilized by the prospect of a Harris win&#34; early on. But investors quickly looked past politics and seized on another reason to sell when the August consumer-price index showed that prices of core goods and services, most notably shelter, rose quicker than economists had expected last month.</p><p>Yet comments from Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> Chief Executive Jensen Huang helped turn things around, as did a sense that markets had initially overreacted to the inflation data, Mayfield said.</p><p>&#34;It was an initial overreaction,&#34; he said. &#34;It&#39;s not going to change the Fed&#39;s calculus.&#34;</p><p>Markets may have also benefited from investors realizing that betting markets were still pointing to what has historically been the best outcome for markets: a divided U.S. government.</p><p>Stocks have seen better performance when control in Washington is split between the two parties, according to data furnished by Sam Stovall, chief investment strategist at CFRA. (Stovall, however, caveated this by adding that the sample size is too small to be statistically significant.)</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>A Stock-Market \"Harris Trade\" Is Starting to Take Shape</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\">\nA Stock-Market \"Harris Trade\" Is Starting to Take Shape\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\">2024-09-12 23:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The unwinding of several &#34;Trump trades&#34; grabbed investors&#39; attention early Wednesday. But by the time Wall Street closed, a fledgling &#34;Harris trade&#34; had also started to take shape.</p><p>Bitcoin prices (BTCUSD) tumbled, while shares of Trump-sensitive stocks like Trump Media &amp; Technology Group Corp. <a href=\"https://laohu8.com/S/DJT\">$(DJT)$</a> and private-prisons company Geo Group Inc. <a href=\"https://laohu8.com/S/GEO\">$(GEO)$</a> fell, as investors reacted to the higher perceived odds of a Kamala Harris victory in November&#39;s presidential election by dumping shares expected to benefit from a second Donald Trump administration.</p><p>Around the same time, shares of long-suffering solar-energy companies started to perk up. They ultimately finished Wednesday&#39;s session sharply higher, booking their biggest daily gains since May, according to Dow Jones Market Data.</p><p>And market strategists said that if Vice President Harris, the Democratic nominee, maintains her lead over Republican rival Trump, it could help push them higher still.</p><p>ETFs in the space - including the Invesco Solar ETF TAN and the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Global Clean Energy ETF ICLN - saw notable gains on Wednesday. Shares of First Solar Inc. <a href=\"https://laohu8.com/S/FSLR\">$(FSLR)$</a> were a standout, rising more than 15%, FactSet data showed.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eec076cc5ddbfc6d320ed9e06e9450aa\" tg-width=\"649\" tg-height=\"445\"/></p><p>&#34;There were clearly signs of a Harris trade,&#34; said Jay Hatfield, portfolio manager at Infrastructure Capital Management, during an interview with MarketWatch on Wednesday. &#34;Solar was ripping, [while] financials and energy were weak.&#34;</p><p>Hatfield characterized solar stocks as &#34;the leading bellwether&#34; of the Harris trade. Ross Mayfield, an investment strategist at Baird, characterized solar as &#34;one of the cleanest ways to evaluate that bet.&#34;</p><p>To be sure, clean-energy stocks haven&#39;t always benefited from a Democratic administration; they have been mired in a long bear market for much of President Joe Biden&#39;s term. Previously, they had outperformed when former President Trump was in the White House.</p><p>Still, the fact that solar stocks rallied on Wednesday isn&#39;t surprising: Democrats have expressed support for encouraging the expansion of clean energy, including solar. And given that the industry hasn&#39;t quite found its economic footing, government subsidies remain essential for these companies to thrive, Mayfield noted.</p><p>Speaking more broadly, Hatfield said that the market was &#34;a little destabilized by the prospect of a Harris win&#34; early on. But investors quickly looked past politics and seized on another reason to sell when the August consumer-price index showed that prices of core goods and services, most notably shelter, rose quicker than economists had expected last month.</p><p>Yet comments from Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> Chief Executive Jensen Huang helped turn things around, as did a sense that markets had initially overreacted to the inflation data, Mayfield said.</p><p>&#34;It was an initial overreaction,&#34; he said. &#34;It&#39;s not going to change the Fed&#39;s calculus.&#34;</p><p>Markets may have also benefited from investors realizing that betting markets were still pointing to what has historically been the best outcome for markets: a divided U.S. government.</p><p>Stocks have seen better performance when control in Washington is split between the two parties, according to data furnished by Sam Stovall, chief investment strategist at CFRA. (Stovall, however, caveated this by adding that the sample size is too small to be statistically significant.)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4084":"特种房地产投资信托","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU1983299162.USD":"SCHRODER ISF GLOBAL ENERGY TRANSITION \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4581":"高盛持仓","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","FSLR":"第一太阳能","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","TAN":"太阳能ETF-Guggenheim","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4588":"碎股","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4592":"伊斯兰概念","ICLN":"iShares S&P Global Clean Energy","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4579":"人工智能","BK4165":"安全和报警服务","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","BK4587":"ChatGPT概念","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","BK4527":"明星科技股","BK4543":"AI","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466627845","content_text":"The unwinding of several \"Trump trades\" grabbed investors' attention early Wednesday. But by the time Wall Street closed, a fledgling \"Harris trade\" had also started to take shape.Bitcoin prices (BTCUSD) tumbled, while shares of Trump-sensitive stocks like Trump Media & Technology Group Corp. $(DJT)$ and private-prisons company Geo Group Inc. $(GEO)$ fell, as investors reacted to the higher perceived odds of a Kamala Harris victory in November's presidential election by dumping shares expected to benefit from a second Donald Trump administration.Around the same time, shares of long-suffering solar-energy companies started to perk up. They ultimately finished Wednesday's session sharply higher, booking their biggest daily gains since May, according to Dow Jones Market Data.And market strategists said that if Vice President Harris, the Democratic nominee, maintains her lead over Republican rival Trump, it could help push them higher still.ETFs in the space - including the Invesco Solar ETF TAN and the iShares Global Clean Energy ETF ICLN - saw notable gains on Wednesday. Shares of First Solar Inc. $(FSLR)$ were a standout, rising more than 15%, FactSet data showed.\"There were clearly signs of a Harris trade,\" said Jay Hatfield, portfolio manager at Infrastructure Capital Management, during an interview with MarketWatch on Wednesday. \"Solar was ripping, [while] financials and energy were weak.\"Hatfield characterized solar stocks as \"the leading bellwether\" of the Harris trade. Ross Mayfield, an investment strategist at Baird, characterized solar as \"one of the cleanest ways to evaluate that bet.\"To be sure, clean-energy stocks haven't always benefited from a Democratic administration; they have been mired in a long bear market for much of President Joe Biden's term. Previously, they had outperformed when former President Trump was in the White House.Still, the fact that solar stocks rallied on Wednesday isn't surprising: Democrats have expressed support for encouraging the expansion of clean energy, including solar. And given that the industry hasn't quite found its economic footing, government subsidies remain essential for these companies to thrive, Mayfield noted.Speaking more broadly, Hatfield said that the market was \"a little destabilized by the prospect of a Harris win\" early on. But investors quickly looked past politics and seized on another reason to sell when the August consumer-price index showed that prices of core goods and services, most notably shelter, rose quicker than economists had expected last month.Yet comments from Nvidia Corp. $(NVDA)$ Chief Executive Jensen Huang helped turn things around, as did a sense that markets had initially overreacted to the inflation data, Mayfield said.\"It was an initial overreaction,\" he said. \"It's not going to change the Fed's calculus.\"Markets may have also benefited from investors realizing that betting markets were still pointing to what has historically been the best outcome for markets: a divided U.S. government.Stocks have seen better performance when control in Washington is split between the two parties, according to data furnished by Sam Stovall, chief investment strategist at CFRA. (Stovall, however, caveated this by adding that the sample size is too small to be statistically significant.)","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333377784586480,"gmtCreate":1722436064481,"gmtModify":1722436067942,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333377784586480","repostId":"1196438594","repostType":2,"repost":{"id":"1196438594","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1722434700,"share":"https://ttm.financial/m/news/1196438594?lang=&edition=fundamental","pubTime":"2024-07-31 22:05","market":"us","language":"en","title":"Nvidia Stock Surges 11% After AMD Results and Morgan Stanley Names It a Top Pick","url":"https://stock-news.laohu8.com/highlight/detail?id=1196438594","media":"Tiger Newspress","summary":"Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winne","content":"<html><head></head><body><p>Nvidia shares surged 11% Wednesday after peer AMD reported better-than-expected second-quarter earnings and revenue and said revenue this quarter would top expectations. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/afc910df13d25c47a75223149d130565\" title=\"\" tg-width=\"874\" tg-height=\"626\"/></p><p>Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.</p><p style=\"text-align: start;\">“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.</p><p style=\"text-align: start;\">Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winners and embraced laggards of the bull market — such as small caps. Moore also listed a large list of concerns hitting Nvidia lately including competition, possible export controls and valuation.</p><p style=\"text-align: start;\">Those worries are likely to “fade with time,” he wrote in the Wednesday note.</p><p>Morgan Stanley rates Nvidia as overweight and has a $144 price target, which represents a 38% rally from Tuesday’s close.</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>Nvidia Stock Surges 11% After AMD Results and Morgan Stanley Names It a Top Pick</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\">\nNvidia Stock Surges 11% After AMD Results and Morgan Stanley Names It a Top Pick\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-07-31 22:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia shares surged 11% Wednesday after peer AMD reported better-than-expected second-quarter earnings and revenue and said revenue this quarter would top expectations. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/afc910df13d25c47a75223149d130565\" title=\"\" tg-width=\"874\" tg-height=\"626\"/></p><p>Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.</p><p style=\"text-align: start;\">“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.</p><p style=\"text-align: start;\">Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winners and embraced laggards of the bull market — such as small caps. Moore also listed a large list of concerns hitting Nvidia lately including competition, possible export controls and valuation.</p><p style=\"text-align: start;\">Those worries are likely to “fade with time,” he wrote in the Wednesday note.</p><p>Morgan Stanley rates Nvidia as overweight and has a $144 price target, which represents a 38% rally from Tuesday’s close.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196438594","content_text":"Nvidia shares surged 11% Wednesday after peer AMD reported better-than-expected second-quarter earnings and revenue and said revenue this quarter would top expectations. Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winners and embraced laggards of the bull market — such as small caps. Moore also listed a large list of concerns hitting Nvidia lately including competition, possible export controls and valuation.Those worries are likely to “fade with time,” he wrote in the Wednesday note.Morgan Stanley rates Nvidia as overweight and has a $144 price target, which represents a 38% rally from Tuesday’s close.","news_type":1},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347580785356856,"gmtCreate":1725882121314,"gmtModify":1725882123220,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347580785356856","repostId":"2466562131","repostType":2,"repost":{"id":"2466562131","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":1725881673,"share":"https://ttm.financial/m/news/2466562131?lang=&edition=fundamental","pubTime":"2024-09-09 19:34","market":"hk","language":"en","title":"Nvidia’s Dominance Could Be Ending, Citi Says. The Stock Rises Anyway","url":"https://stock-news.laohu8.com/highlight/detail?id=2466562131","media":"Dow Jones","summary":"Nvidia looked set to pare back some of its recent losses on Monday, but analysts at Citi are warning that the artificial intelligence-fueled winning streak that powered the chip maker to a trillion-dollar valuation is coming to an end.The stock climbed 1.5% to $104.39 in premarket trading. On Friday, it had dropped 4.1% to cap off a nightmarish week.Nvidia shares have tumbled 20% over the past two weeks, dragged down by worries that the AI investing craze that has powered the market higher ever since ChatGPT launched in November 2022 could soon be about to fizzle out.The expectation that the Federal Reserve will soon start slashing interest rates has also accelerated a rotation out of the once-dominant Magnificent 7 group of megacap tech stocks. Citi analysts said in a research note on Friday that they don't expect Nvidia to carry on being a massive driver of returns for the benchmark S&P 500 index, even though they're predicting that its profit growth will remain strong.","content":"<html><head></head><body><p>Nvidia looked set to pare back some of its recent losses on Monday, but analysts at Citi are warning that the artificial intelligence-fueled winning streak that powered the chip maker to a trillion-dollar valuation is coming to an end.</p><p>The stock climbed 1% to $104 in premarket trading. On Friday, it had dropped 4.1% to cap off a nightmarish week.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cc31cf26753a43584c0a2691896657fe\" tg-width=\"784\" tg-height=\"830\"/></p><p>Nvidia shares have tumbled 20% over the past two weeks, dragged down by worries that the AI investing craze that has powered the market higher ever since ChatGPT launched in November 2022 could soon be about to fizzle out.</p><p>The expectation that the Federal Reserve will soon start slashing interest rates has also accelerated a rotation out of the once-dominant Magnificent 7 group of megacap tech stocks. Citi analysts said in a research note on Friday that they don&#39;t expect Nvidia to carry on being a massive driver of returns for the benchmark S&amp;P 500 index, even though they&#39;re predicting that its profit growth will remain strong.</p><p>&#34;Our sense is that Nvidia is becoming just another large-cap growth stock,&#34; a team led by U.S. equity strategist Scott Chronert wrote. &#34;A simple look at the deceleration in rate of forward guidance increases suggests that its most profound performance and fundamental impacts on index price action may be behind it.&#34;</p><p>They added that the selloff after Nvidia&#39;s solid, but not spectacular, earnings is a sign that the semiconductor giant&#39;s status as an AI darling is fading.</p><p>Among other chip makers, Advanced Micro Devices rose 1% ahead of the opening bell. Broadcom climbed 0.9%, and Qualcomm was up 1.2%. Futures for the S&amp;P 500 ticked up 0.6%.</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>Nvidia’s Dominance Could Be Ending, Citi Says. The Stock Rises Anyway</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\">\nNvidia’s Dominance Could Be Ending, Citi Says. The Stock Rises Anyway\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\">2024-09-09 19:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia looked set to pare back some of its recent losses on Monday, but analysts at Citi are warning that the artificial intelligence-fueled winning streak that powered the chip maker to a trillion-dollar valuation is coming to an end.</p><p>The stock climbed 1% to $104 in premarket trading. On Friday, it had dropped 4.1% to cap off a nightmarish week.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cc31cf26753a43584c0a2691896657fe\" tg-width=\"784\" tg-height=\"830\"/></p><p>Nvidia shares have tumbled 20% over the past two weeks, dragged down by worries that the AI investing craze that has powered the market higher ever since ChatGPT launched in November 2022 could soon be about to fizzle out.</p><p>The expectation that the Federal Reserve will soon start slashing interest rates has also accelerated a rotation out of the once-dominant Magnificent 7 group of megacap tech stocks. Citi analysts said in a research note on Friday that they don&#39;t expect Nvidia to carry on being a massive driver of returns for the benchmark S&amp;P 500 index, even though they&#39;re predicting that its profit growth will remain strong.</p><p>&#34;Our sense is that Nvidia is becoming just another large-cap growth stock,&#34; a team led by U.S. equity strategist Scott Chronert wrote. &#34;A simple look at the deceleration in rate of forward guidance increases suggests that its most profound performance and fundamental impacts on index price action may be behind it.&#34;</p><p>They added that the selloff after Nvidia&#39;s solid, but not spectacular, earnings is a sign that the semiconductor giant&#39;s status as an AI darling is fading.</p><p>Among other chip makers, Advanced Micro Devices rose 1% ahead of the opening bell. Broadcom climbed 0.9%, and Qualcomm was up 1.2%. Futures for the S&amp;P 500 ticked up 0.6%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4543":"AI","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BGHQF631.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) ACC","NVDA":"英伟达","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","LU0444971666.USD":"天利全球科技基金","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","BK4503":"景林资产持仓","IE00B3PB1722.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) INC","IE00B42XCP33.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4549":"软银资本持仓","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BDGV0183.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) INC","IE00BVYPNW00.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466562131","content_text":"Nvidia looked set to pare back some of its recent losses on Monday, but analysts at Citi are warning that the artificial intelligence-fueled winning streak that powered the chip maker to a trillion-dollar valuation is coming to an end.The stock climbed 1% to $104 in premarket trading. On Friday, it had dropped 4.1% to cap off a nightmarish week.Nvidia shares have tumbled 20% over the past two weeks, dragged down by worries that the AI investing craze that has powered the market higher ever since ChatGPT launched in November 2022 could soon be about to fizzle out.The expectation that the Federal Reserve will soon start slashing interest rates has also accelerated a rotation out of the once-dominant Magnificent 7 group of megacap tech stocks. Citi analysts said in a research note on Friday that they don't expect Nvidia to carry on being a massive driver of returns for the benchmark S&P 500 index, even though they're predicting that its profit growth will remain strong.\"Our sense is that Nvidia is becoming just another large-cap growth stock,\" a team led by U.S. equity strategist Scott Chronert wrote. \"A simple look at the deceleration in rate of forward guidance increases suggests that its most profound performance and fundamental impacts on index price action may be behind it.\"They added that the selloff after Nvidia's solid, but not spectacular, earnings is a sign that the semiconductor giant's status as an AI darling is fading.Among other chip makers, Advanced Micro Devices rose 1% ahead of the opening bell. Broadcom climbed 0.9%, and Qualcomm was up 1.2%. Futures for the S&P 500 ticked up 0.6%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340462644973648,"gmtCreate":1724151804463,"gmtModify":1724151808264,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340462644973648","repostId":"2460075492","repostType":2,"repost":{"id":"2460075492","pubTimestamp":1724149208,"share":"https://ttm.financial/m/news/2460075492?lang=&edition=fundamental","pubTime":"2024-08-20 18:20","market":"us","language":"en","title":"TSMC Breaks Ground on €10 Billion German Plant in Chip War Salvo","url":"https://stock-news.laohu8.com/highlight/detail?id=2460075492","media":"Bloomberg","summary":"Taiwanese firm begins work on its first European chip plantGerman subsidies will cover about half of the fab’s costsHeavy construction machinery in place ahead of the TSMC ground-breaking ceremony in ","content":"<html><head></head><body><ul style=\"\"><li><p>Taiwanese firm begins work on its first European chip plant</p></li><li><p>German subsidies will cover about half of the fab’s costs</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/69c38343ea71f12e498e56c47ff7bb10\" alt=\"Heavy construction machinery in place ahead of the TSMC ground-breaking ceremony in Dresden.\" title=\"Heavy construction machinery in place ahead of the TSMC ground-breaking ceremony in Dresden.\" tg-width=\"2000\" tg-height=\"1334\"/><span>Heavy construction machinery in place ahead of the TSMC ground-breaking ceremony in Dresden.</span></p><p style=\"text-align: start;\">Taiwan Semiconductor Manufacturing Co. broke ground in eastern Germany on its first European plant as the continent seeks to safeguard its chip supplies amid growing US-China tensions.</p><p style=\"text-align: start;\">“We are dependent on semiconductors for our sustainable future technologies, but we must not be dependent on other regions of the world for the supply of semiconductors,” said German Chancellor Olaf Scholz, who attended a ceremony on Tuesday to mark the start of construction of the €10 billion ($11 billion) fab in the city of Dresden. About half of the funding will be covered by state subsidies.</p><p style=\"text-align: start;\">Germany is leading the European Union push to produce one-fifth of the world’s semiconductors by 2030, with the bloc seeking to build up capacity following Covid-era disruptions and as the relationship between Washington and Beijing deteriorates. The US, Japan and others are also showering subsidies on the chip industry to localize production of the components that control everything from cutting-edge artificial intelligence to everyday gadgets.</p><p style=\"text-align: start;\">TSMC is the world’s biggest contract chipmaker, with Apple Inc. and Nvidia Corp. relying on it for their most important products. It will anchor the Dresden project with a 70% stake in the plant, which will produce chips for the automotive and industrial sectors.</p><p>TSMC Chief Executive Officer C.C. Wei attended the event together with European Commission President Ursula von der Leyen and the heads of Infineon Technologies AG, NXP Semiconductors NV and Robert Bosch GmbH, which each hold a 10% stake in the venture.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/185ed04fc7333b71924d7960af6ef0d2\" alt=\"C.C. Wei in Dresden.\" title=\"C.C. Wei in Dresden.\" tg-width=\"4000\" tg-height=\"2668\"/><span>C.C. Wei in Dresden.</span></p><p style=\"text-align: start;\">Scholz has emerged as Europe’s biggest backer of the semiconductor industry as he seeks to promote Germany’s tech sector and secure supplies of critical components for the country’s manufacturing businesses.</p><p style=\"text-align: start;\">His government plans to spend €20 billion to bolster domestic chip production. That includes the TSMC plant and €10 billion in aid for a planned Intel Corp. plant in Magdeburg.</p><p style=\"text-align: start;\">The EU approved Germany’s €5 billion subsidy for the Dresden fab, von der Leyen said at the event.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/28ca0784d97578837a0c26355d70fe1f\" tg-width=\"826\" tg-height=\"1214\"/></p><p>The new site will help Europe reduce its reliance on Asia for importing vital technology and comes after German carmakers including Volkswagen AG and Porsche AG expressed interest in boosting domestic chip production.</p><p style=\"text-align: start;\">Production is slated to begin by the end of 2027.</p><p style=\"text-align: start;\">Semiconductor production became a top priority for governments around the world when Covid-19 lockdowns exposed how vulnerable economies are to supply chain disruptions. Chip shortages shut down car factories around the world and took years to iron out.</p><p>The growing geopolitical rift between Washington and Beijing has raised the stakes. China is the biggest market for semiconductors and is seeking to produce more, and more sophisticated, chips domestically. The US has responded by attempting to limit its development with export controls and tariffs, citing national security concerns.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1ac6895c18f7cfce0f6f34c459ff9e9f\" alt=\"Attendees arrive for the TSMC ground-breaking ceremony.\" title=\"Attendees arrive for the TSMC ground-breaking ceremony.\" tg-width=\"4000\" tg-height=\"2668\"/><span>Attendees arrive for the TSMC ground-breaking ceremony.</span></p><p>Tensions over Taiwan, where the bulk of TSMC’s production is based, have contributed to the company’s expansion abroad. Beijing considers Taiwan a part of its territory, and an economic blockade or conflict over the island would massively disrupt the global supply chain.</p><p>This year TSMC opened its first plant in Japan and it has pledged to build three advanced plants in the US state of Arizona with total investments exceeding $65 billion.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>TSMC Breaks Ground on €10 Billion German Plant in Chip War Salvo</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTSMC Breaks Ground on €10 Billion German Plant in Chip War Salvo\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-20 18:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-08-20/tsmc-breaks-ground-on-10-billion-german-plant-in-chip-war-salvo><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taiwanese firm begins work on its first European chip plantGerman subsidies will cover about half of the fab’s costsHeavy construction machinery in place ahead of the TSMC ground-breaking ceremony in ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-08-20/tsmc-breaks-ground-on-10-billion-german-plant-in-chip-war-salvo\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","BK4550":"红杉资本持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","BK4141":"半导体产品","TSM":"台积电","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","BK4512":"苹果概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) 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SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC"},"source_url":"https://www.bloomberg.com/news/articles/2024-08-20/tsmc-breaks-ground-on-10-billion-german-plant-in-chip-war-salvo","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2460075492","content_text":"Taiwanese firm begins work on its first European chip plantGerman subsidies will cover about half of the fab’s costsHeavy construction machinery in place ahead of the TSMC ground-breaking ceremony in Dresden.Taiwan Semiconductor Manufacturing Co. broke ground in eastern Germany on its first European plant as the continent seeks to safeguard its chip supplies amid growing US-China tensions.“We are dependent on semiconductors for our sustainable future technologies, but we must not be dependent on other regions of the world for the supply of semiconductors,” said German Chancellor Olaf Scholz, who attended a ceremony on Tuesday to mark the start of construction of the €10 billion ($11 billion) fab in the city of Dresden. About half of the funding will be covered by state subsidies.Germany is leading the European Union push to produce one-fifth of the world’s semiconductors by 2030, with the bloc seeking to build up capacity following Covid-era disruptions and as the relationship between Washington and Beijing deteriorates. The US, Japan and others are also showering subsidies on the chip industry to localize production of the components that control everything from cutting-edge artificial intelligence to everyday gadgets.TSMC is the world’s biggest contract chipmaker, with Apple Inc. and Nvidia Corp. relying on it for their most important products. It will anchor the Dresden project with a 70% stake in the plant, which will produce chips for the automotive and industrial sectors.TSMC Chief Executive Officer C.C. Wei attended the event together with European Commission President Ursula von der Leyen and the heads of Infineon Technologies AG, NXP Semiconductors NV and Robert Bosch GmbH, which each hold a 10% stake in the venture.C.C. Wei in Dresden.Scholz has emerged as Europe’s biggest backer of the semiconductor industry as he seeks to promote Germany’s tech sector and secure supplies of critical components for the country’s manufacturing businesses.His government plans to spend €20 billion to bolster domestic chip production. That includes the TSMC plant and €10 billion in aid for a planned Intel Corp. plant in Magdeburg.The EU approved Germany’s €5 billion subsidy for the Dresden fab, von der Leyen said at the event.The new site will help Europe reduce its reliance on Asia for importing vital technology and comes after German carmakers including Volkswagen AG and Porsche AG expressed interest in boosting domestic chip production.Production is slated to begin by the end of 2027.Semiconductor production became a top priority for governments around the world when Covid-19 lockdowns exposed how vulnerable economies are to supply chain disruptions. Chip shortages shut down car factories around the world and took years to iron out.The growing geopolitical rift between Washington and Beijing has raised the stakes. China is the biggest market for semiconductors and is seeking to produce more, and more sophisticated, chips domestically. The US has responded by attempting to limit its development with export controls and tariffs, citing national security concerns.Attendees arrive for the TSMC ground-breaking ceremony.Tensions over Taiwan, where the bulk of TSMC’s production is based, have contributed to the company’s expansion abroad. Beijing considers Taiwan a part of its territory, and an economic blockade or conflict over the island would massively disrupt the global supply chain.This year TSMC opened its first plant in Japan and it has pledged to build three advanced plants in the US state of Arizona with total investments exceeding $65 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340177304932480,"gmtCreate":1724082126259,"gmtModify":1724124398826,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340177304932480","isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":318512720068696,"gmtCreate":1718772508450,"gmtModify":1718772512762,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/318512720068696","repostId":"2444100580","repostType":2,"repost":{"id":"2444100580","pubTimestamp":1718766257,"share":"https://ttm.financial/m/news/2444100580?lang=&edition=fundamental","pubTime":"2024-06-19 11:04","market":"us","language":"en","title":"Right Company, Wrong Price! Here’s When You Should Buy Palantir Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2444100580","media":"InvestorPlace","summary":"There's no doubt that Palantir Technologies is capitalizing on the AI trend, but it's risky to chase Palantir stock at high prices.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Palantir Technologies</strong> (<strong><u>PLTR</u></strong>) is very richly valued.</p></li><li><p>Furthermore, Palantir Technologies’ revenue and EPS growth isn’t spectacular.</p></li><li><p>Investors should wait for Palantir stock to pull back before buying it.</p></li></ul><p><strong>Palantir Technologies</strong> (NYSE:<strong><u>PLTR</u></strong>) offers data analytics, cybersecurity and artificial intelligence services. AI technology is a hypergrowth market, but caution is advised. Palantir stock has already priced in expected growth, so it’s not a good time to buy.</p><p>As the old saying goes, trees don’t grow straight to Heaven. At some point, Palantir Technologies’ valuation is bound to deflate and the share price is due for a pullback.</p><p>So, don’t get into the bad habit of chasing expensive stocks. When the time is right and the price is more reasonable, you can confidently pull the trigger on Palantir stock.</p><h2 id=\"id_1941031002\">Palantir’s Financial Growth Isn’t Mind-Blowing</h2><p>First of all, Palantir Technologies’ overeager investors should bear in mind that businesses and even governments can’t just spend endless money on Palantir’s products.</p><p>In a stark example of this, the United Kingdom government just ended its 27 million euro border-software contract with Palantir Technologies due to “budget pressures.”</p><p>Furthermore, it’s a misconception to think that Palantir’s sales and income are expanding at warp speed. Notably, Palantir’s revenue grew 17% year over year in 2023’s third quarter, followed by 20% growth in the fourth quarter and 21% growth in 2024’s first quarter.</p><p>In other words, Palantir’s sales growth is accelerating gradually, not by leaps and bounds. Meanwhile, the company posted adjusted EPS of 7 cents in Q3 2023, followed by 8 cents in Q4 2023 and 8 cents in Q1 2024.</p><p>I don’t know about you, but I’m not seeing any hypergrowth in those data points. This would all be fine if Palantir stock were reasonably valued, but you may be shocked to discover how overpriced it really is.</p><h2 id=\"id_1908787098\">Palantir Is the ‘Most Expensive Name’</h2><p>Jefferies Senior Analyst Brent Thill summed up the problem concisely. He called Palantir Technologies the “single most expensive name in our coverage universe.”</p><p>That’s a powerful claim, but it’s not unreasonable at all. Consider that Palantir’s GAAP-measured trailing 12-month price-to-earnings ratio is a jaw-dropping 194.32x. </p><p>For reference, the sector median P/E ratio is 30.64x, and market darling <strong>Nvidia’s</strong> (NASDAQ:<strong>NVDA</strong>) P/E ratio is 75.7x.</p><p>It’s difficult to justify Palantir’s P/E ratio in light of the company’s aforementioned revenue and EPS growth stats. Thus, Thill expects that there will be “better entry points for the stock.”</p><p>This isn’t a criticism of Palantir Technologies as a company. Thill praised Palantir’s “great momentum … in their suite and customer adoption,” and I’m fully on board with that assessment.</p><p>It’s just a matter of being patient and waiting for the right entry price for Palantir stock.</p><h2 id=\"id_532351035\">Buy Palantir Stock at This Price</h2><p>Palantir Technologies’ P/E ratio will come down if and when the share price declines in 2024’s second half. Waiting can be the hardest part, but it’s a necessary part of the value-investing process.</p><p>Palantir stock traded at $16 before it shot up like a rocket earlier this year, but it’s not likely to revisit $16 anytime soon. Hence, $20 is a more realistic buy price.</p><p>Then, you can buy more shares if the stock continues falling to $18 and $16. That’s a smart way to invest in Palantir Technologies, and in the growth of the AI technology market, at a more reasonable price.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Right Company, Wrong Price! Here’s When You Should Buy Palantir Stock</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\">\nRight Company, Wrong Price! Here’s When You Should Buy Palantir Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-19 11:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/06/right-company-wrong-price-heres-when-you-should-buy-palantir-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies (PLTR) is very richly valued.Furthermore, Palantir Technologies’ revenue and EPS growth isn’t spectacular.Investors should wait for Palantir stock to pull back before buying it....</p>\n\n<a href=\"https://investorplace.com/2024/06/right-company-wrong-price-heres-when-you-should-buy-palantir-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0061474960.USD":"天利环球焦点基金AU Acc","BK4503":"景林资产持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4547":"WSB热门概念","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0080751232.USD":"富达环球多元动力基金A","BK4581":"高盛持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4549":"软银资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4548":"巴美列捷福持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4023":"应用软件","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4532":"文艺复兴科技持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4592":"伊斯兰概念","BK4534":"瑞士信贷持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","PLTR":"Palantir Technologies Inc.","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4527":"明星科技股","BK4543":"AI","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0072462426.USD":"贝莱德全球配置 A2","LU0079474960.USD":"联博美国增长基金A","BK4579":"人工智能","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4588":"碎股","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC"},"source_url":"https://investorplace.com/2024/06/right-company-wrong-price-heres-when-you-should-buy-palantir-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2444100580","content_text":"Palantir Technologies (PLTR) is very richly valued.Furthermore, Palantir Technologies’ revenue and EPS growth isn’t spectacular.Investors should wait for Palantir stock to pull back before buying it.Palantir Technologies (NYSE:PLTR) offers data analytics, cybersecurity and artificial intelligence services. AI technology is a hypergrowth market, but caution is advised. Palantir stock has already priced in expected growth, so it’s not a good time to buy.As the old saying goes, trees don’t grow straight to Heaven. At some point, Palantir Technologies’ valuation is bound to deflate and the share price is due for a pullback.So, don’t get into the bad habit of chasing expensive stocks. When the time is right and the price is more reasonable, you can confidently pull the trigger on Palantir stock.Palantir’s Financial Growth Isn’t Mind-BlowingFirst of all, Palantir Technologies’ overeager investors should bear in mind that businesses and even governments can’t just spend endless money on Palantir’s products.In a stark example of this, the United Kingdom government just ended its 27 million euro border-software contract with Palantir Technologies due to “budget pressures.”Furthermore, it’s a misconception to think that Palantir’s sales and income are expanding at warp speed. Notably, Palantir’s revenue grew 17% year over year in 2023’s third quarter, followed by 20% growth in the fourth quarter and 21% growth in 2024’s first quarter.In other words, Palantir’s sales growth is accelerating gradually, not by leaps and bounds. Meanwhile, the company posted adjusted EPS of 7 cents in Q3 2023, followed by 8 cents in Q4 2023 and 8 cents in Q1 2024.I don’t know about you, but I’m not seeing any hypergrowth in those data points. This would all be fine if Palantir stock were reasonably valued, but you may be shocked to discover how overpriced it really is.Palantir Is the ‘Most Expensive Name’Jefferies Senior Analyst Brent Thill summed up the problem concisely. He called Palantir Technologies the “single most expensive name in our coverage universe.”That’s a powerful claim, but it’s not unreasonable at all. Consider that Palantir’s GAAP-measured trailing 12-month price-to-earnings ratio is a jaw-dropping 194.32x. For reference, the sector median P/E ratio is 30.64x, and market darling Nvidia’s (NASDAQ:NVDA) P/E ratio is 75.7x.It’s difficult to justify Palantir’s P/E ratio in light of the company’s aforementioned revenue and EPS growth stats. Thus, Thill expects that there will be “better entry points for the stock.”This isn’t a criticism of Palantir Technologies as a company. Thill praised Palantir’s “great momentum … in their suite and customer adoption,” and I’m fully on board with that assessment.It’s just a matter of being patient and waiting for the right entry price for Palantir stock.Buy Palantir Stock at This PricePalantir Technologies’ P/E ratio will come down if and when the share price declines in 2024’s second half. Waiting can be the hardest part, but it’s a necessary part of the value-investing process.Palantir stock traded at $16 before it shot up like a rocket earlier this year, but it’s not likely to revisit $16 anytime soon. Hence, $20 is a more realistic buy price.Then, you can buy more shares if the stock continues falling to $18 and $16. That’s a smart way to invest in Palantir Technologies, and in the growth of the AI technology market, at a more reasonable price.","news_type":1},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316667185692976,"gmtCreate":1718338972330,"gmtModify":1718338976858,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316667185692976","repostId":"1185162006","repostType":2,"repost":{"id":"1185162006","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1718335800,"share":"https://ttm.financial/m/news/1185162006?lang=&edition=fundamental","pubTime":"2024-06-14 11:30","market":"us","language":"en","title":"Dan Ives Calls It A \"Monumental Day\" For Tesla, Predicts Trillion Dollar Market Cap","url":"https://stock-news.laohu8.com/highlight/detail?id=1185162006","media":"Benzinga","summary":"After Tesla Inc.‘s recent annual shareholder meeting, critical investor Ross Gerber acknowledged Elon Musk‘s leadership, while analystDan Ivespredicted a trillion-dollar market cap for the EV maker.Wh","content":"<html><head></head><body><p>After <strong>Tesla Inc.</strong>‘s recent annual shareholder meeting, critical investor <strong>Ross Gerber </strong>acknowledged <strong>Elon Musk</strong>‘s leadership, while analyst<strong>Dan Ives</strong>predicted a trillion-dollar market cap for the EV maker.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: “I think it was also like a referendum on his management in his mind … I love to see Elon running Tesla again,” said Gerber, CEO of <strong>Gerber Kawasaki Wealth</strong>, on CNBC’s Last Call. Gerber emphasized that Tesla needs to focus on demand for their EVs.</p><p style=\"text-align: start;\">Hearing positive comments from Gerber about Elon Musk is noteworthy, as the investor has long criticized Musk’s leadership and questioned the EV maker’s growth story.</p><p style=\"text-align: start;\"><strong>Wedbush</strong> analyst Dan Ives, who was on the same panel, responded to Gerber’s comments with a hint of optimism. “I’m sensing a little bullishness from the Bear Gerber,” Ives remarked.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d84d547807e0de849b197090ee6b78e4\" tg-width=\"829\" tg-height=\"1029\"/></p><p>Following Tesla’s recent shareholder meeting, Ives added, “It’s a monumental day, and I ultimately think this will be a market cap north of a trillion dollars.”</p><p><strong>Why It Matters</strong>: The shareholder meeting saw Tesla shareholders reapprove Elon Musk&#39;s multibillion-dollar pay package, signaling strong support for the EV maker&#39;s longtime leader and bolstering the board’s position in its efforts to maintain the contested compensation plan.</p><p style=\"text-align: start;\">The approval was announced at Tesla&#39;s annual shareholder meeting in Austin, Texas. The company did not provide a percentage breakdown of the vote; in 2018, 73% of the voted shares supported the plan.</p><p style=\"text-align: start;\">After the results were announced, Musk appeared on stage, dancing and expressing his gratitude to the shareholders: &#34;I just want to start out by saying, ‘Hot damn, I love you guys.&#39;&#34;</p><p style=\"text-align: start;\">This change in sentiment from Gerber, who had previously voiced concerns about Tesla’s future, reflects a potential shift in the perception of Tesla’s trajectory. This comes on the heels of Musk’s optimistic outlook for the company, where he hinted at a possible $30 trillion valuation.</p><p style=\"text-align: start;\"><strong>Price Action</strong>: Tesla Inc. closed at $182.47 on Thursday, up 2.92% for the day, and in after-hours trading, it rose to $182.70, an increase of 0.13%. However, the stock is down significantly year to date, dropping by 26.55%, according to the data from Benzinga Pro.</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>Dan Ives Calls It A \"Monumental Day\" For Tesla, Predicts Trillion Dollar Market Cap</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\">\nDan Ives Calls It A \"Monumental Day\" For Tesla, Predicts Trillion Dollar Market Cap\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-06-14 11:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>After <strong>Tesla Inc.</strong>‘s recent annual shareholder meeting, critical investor <strong>Ross Gerber </strong>acknowledged <strong>Elon Musk</strong>‘s leadership, while analyst<strong>Dan Ives</strong>predicted a trillion-dollar market cap for the EV maker.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: “I think it was also like a referendum on his management in his mind … I love to see Elon running Tesla again,” said Gerber, CEO of <strong>Gerber Kawasaki Wealth</strong>, on CNBC’s Last Call. Gerber emphasized that Tesla needs to focus on demand for their EVs.</p><p style=\"text-align: start;\">Hearing positive comments from Gerber about Elon Musk is noteworthy, as the investor has long criticized Musk’s leadership and questioned the EV maker’s growth story.</p><p style=\"text-align: start;\"><strong>Wedbush</strong> analyst Dan Ives, who was on the same panel, responded to Gerber’s comments with a hint of optimism. “I’m sensing a little bullishness from the Bear Gerber,” Ives remarked.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d84d547807e0de849b197090ee6b78e4\" tg-width=\"829\" tg-height=\"1029\"/></p><p>Following Tesla’s recent shareholder meeting, Ives added, “It’s a monumental day, and I ultimately think this will be a market cap north of a trillion dollars.”</p><p><strong>Why It Matters</strong>: The shareholder meeting saw Tesla shareholders reapprove Elon Musk&#39;s multibillion-dollar pay package, signaling strong support for the EV maker&#39;s longtime leader and bolstering the board’s position in its efforts to maintain the contested compensation plan.</p><p style=\"text-align: start;\">The approval was announced at Tesla&#39;s annual shareholder meeting in Austin, Texas. The company did not provide a percentage breakdown of the vote; in 2018, 73% of the voted shares supported the plan.</p><p style=\"text-align: start;\">After the results were announced, Musk appeared on stage, dancing and expressing his gratitude to the shareholders: &#34;I just want to start out by saying, ‘Hot damn, I love you guys.&#39;&#34;</p><p style=\"text-align: start;\">This change in sentiment from Gerber, who had previously voiced concerns about Tesla’s future, reflects a potential shift in the perception of Tesla’s trajectory. This comes on the heels of Musk’s optimistic outlook for the company, where he hinted at a possible $30 trillion valuation.</p><p style=\"text-align: start;\"><strong>Price Action</strong>: Tesla Inc. closed at $182.47 on Thursday, up 2.92% for the day, and in after-hours trading, it rose to $182.70, an increase of 0.13%. However, the stock is down significantly year to date, dropping by 26.55%, according to the data from Benzinga Pro.</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":"1185162006","content_text":"After Tesla Inc.‘s recent annual shareholder meeting, critical investor Ross Gerber acknowledged Elon Musk‘s leadership, while analystDan Ivespredicted a trillion-dollar market cap for the EV maker.What Happened: “I think it was also like a referendum on his management in his mind … I love to see Elon running Tesla again,” said Gerber, CEO of Gerber Kawasaki Wealth, on CNBC’s Last Call. Gerber emphasized that Tesla needs to focus on demand for their EVs.Hearing positive comments from Gerber about Elon Musk is noteworthy, as the investor has long criticized Musk’s leadership and questioned the EV maker’s growth story.Wedbush analyst Dan Ives, who was on the same panel, responded to Gerber’s comments with a hint of optimism. “I’m sensing a little bullishness from the Bear Gerber,” Ives remarked.Following Tesla’s recent shareholder meeting, Ives added, “It’s a monumental day, and I ultimately think this will be a market cap north of a trillion dollars.”Why It Matters: The shareholder meeting saw Tesla shareholders reapprove Elon Musk's multibillion-dollar pay package, signaling strong support for the EV maker's longtime leader and bolstering the board’s position in its efforts to maintain the contested compensation plan.The approval was announced at Tesla's annual shareholder meeting in Austin, Texas. The company did not provide a percentage breakdown of the vote; in 2018, 73% of the voted shares supported the plan.After the results were announced, Musk appeared on stage, dancing and expressing his gratitude to the shareholders: \"I just want to start out by saying, ‘Hot damn, I love you guys.'\"This change in sentiment from Gerber, who had previously voiced concerns about Tesla’s future, reflects a potential shift in the perception of Tesla’s trajectory. This comes on the heels of Musk’s optimistic outlook for the company, where he hinted at a possible $30 trillion valuation.Price Action: Tesla Inc. closed at $182.47 on Thursday, up 2.92% for the day, and in after-hours trading, it rose to $182.70, an increase of 0.13%. However, the stock is down significantly year to date, dropping by 26.55%, according to the data from Benzinga Pro.","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312805193126200,"gmtCreate":1717394266582,"gmtModify":1717395849667,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312805193126200","repostId":"2440112965","repostType":2,"repost":{"id":"2440112965","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":1717384656,"share":"https://ttm.financial/m/news/2440112965?lang=&edition=fundamental","pubTime":"2024-06-03 11:17","market":"sh","language":"en","title":"Asics Stock Catches Fire Along With Its Dad Sneakers","url":"https://stock-news.laohu8.com/highlight/detail?id=2440112965","media":"Dow Jones","summary":"Asics, the 75-year-old Japanese sneaker brand, is having a moment. So are its shares.Asics has long been a well-loved brand among the running community. Around a quarter of 54,000 runners who finished the Paris Marathon sported a pair of Asics, including both winners in the men's and women's races, according to the company.In fact, even Nike can trace its roots back to the Japanese company. Nike began its business in the 1960s by importing and distributing shoes from Asics, then known as Onitsuka, in the U.S. Onitsuka Tiger remains a high-end fashion brand within Asics.The performance running shoes segment is Asics' largest by revenue, and it has tried to maintain a close-knit community of runners. Asics acquired Runkeeper -- a popular fitness-tracking app among runners -- in 2016. In recent years, it has been acquiring race-registration companies, including Njuko Sas in Europe and Register Now in Australia. Its loyalty program has nearly 15 million members globally.","content":"<html><head></head><body><p>Asics, the 75-year-old Japanese sneaker brand, is having a moment. So are its shares.</p><p>The running shoe maker&#39;s stock price has quadrupled over the past two years. Its financial performance is strong: revenue in its last reported quarter grew 14% from a year earlier while its operating profit surged 53%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2af0eedba091b67361924ba4b13c29cb\" tg-width=\"340\" tg-height=\"428\"/></p><p>Asics has long been a well-loved brand among the running community. Around a quarter of 54,000 runners who finished the Paris Marathon sported a pair of Asics, including both winners in the men&#39;s and women&#39;s races, according to the company.</p><p>In fact, even Nike can trace its roots back to the Japanese company. Nike began its business in the 1960s by importing and distributing shoes from Asics, then known as Onitsuka, in the U.S. Onitsuka Tiger remains a high-end fashion brand within Asics.</p><p>Asics has benefited from the Covid-19 pandemic: more people picked up running as a hobby when they had nothing else to do. At the same time, people working from home began giving priority to comfort in their footwear -- discovering that lightweight shoes with cushioned soles designed for running are pretty comfortable for walking around in too. Running-shoe upstarts like Hoka and On Holding have also seen explosive growth in the past few years. Hoka&#39;s sales in quarter ended March surged 34% from a year earlier, pushing shares of its owner, Deckers Outdoor, to record highs.</p><p>The performance running shoes segment is Asics&#39; largest by revenue, and it has tried to maintain a close-knit community of runners. Asics acquired Runkeeper -- a popular fitness-tracking app among runners -- in 2016. In recent years, it has been acquiring race-registration companies, including Njuko Sas in Europe and Register Now in Australia. Its loyalty program has nearly 15 million members globally.</p><p>But outside of runners and Onitsuka Tiger, Asics was perhaps best known for &#34;dad sneakers&#34; -- a style of shoes that are picked more for practicality than aesthetics. Lately, however, some old Asics designs have become unlikely fashion symbols. Youngsters have apparently eschewed conventional beauty standards and embraced the uncool: Crocs and Hoka are some other examples of &#34;ugly shoes&#34; that have seen an explosion in popularity.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/835ad08309546710c70dbc55148f9aca\" tg-width=\"624\" tg-height=\"523\"/></p><p>Asics has done its fair bit too. Its collaboration with designers from Vivienne Westwood to Cecilie Bahnsen have generated lots of buzz on social media. For example, its redesign of its 2008 Gel-Kayano 14 sneaker with Canadian design studio JJJJound has been a smash hit. The shoe can sell for more than $1,000 on online marketplace StockX. Asics was the fifth most-traded brand on StockX last year, rising from No. 10 the year before. Revenue for the company&#39;s more fashion-minded SportStyle division grew 52% year-over-year in the last reported quarter.</p><p>Even better news for investors is that the company has been more profitable too. Operating margin in its quarter ended March was 19.4%, compared with 9.5% two years earlier. Partly that is because the company has shifted its product mix to more premium products. It has also been selling more directly to customers than through wholesalers. Around 64% of its sales were through wholesale in the first quarter, down from 74% three years earlier. E-commerce sales have risen from 13% to 17% of sales.</p><p>Asics trades at 34 times forward earnings, according to S&amp;P Global Market Intelligence. That is a similar multiple as Deckers Outdoor, but higher than bigger peer Nike, which trades at 25 times. The premium could be justified if Asics could keep growing its sales with better margins.</p><p>Asics is sprinting ahead. It still has room to run.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Asics Stock Catches Fire Along With Its Dad Sneakers</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\">\nAsics Stock Catches Fire Along With Its Dad Sneakers\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-06-03 11:17</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Asics, the 75-year-old Japanese sneaker brand, is having a moment. So are its shares.</p><p>The running shoe maker&#39;s stock price has quadrupled over the past two years. Its financial performance is strong: revenue in its last reported quarter grew 14% from a year earlier while its operating profit surged 53%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2af0eedba091b67361924ba4b13c29cb\" tg-width=\"340\" tg-height=\"428\"/></p><p>Asics has long been a well-loved brand among the running community. Around a quarter of 54,000 runners who finished the Paris Marathon sported a pair of Asics, including both winners in the men&#39;s and women&#39;s races, according to the company.</p><p>In fact, even Nike can trace its roots back to the Japanese company. Nike began its business in the 1960s by importing and distributing shoes from Asics, then known as Onitsuka, in the U.S. Onitsuka Tiger remains a high-end fashion brand within Asics.</p><p>Asics has benefited from the Covid-19 pandemic: more people picked up running as a hobby when they had nothing else to do. At the same time, people working from home began giving priority to comfort in their footwear -- discovering that lightweight shoes with cushioned soles designed for running are pretty comfortable for walking around in too. Running-shoe upstarts like Hoka and On Holding have also seen explosive growth in the past few years. Hoka&#39;s sales in quarter ended March surged 34% from a year earlier, pushing shares of its owner, Deckers Outdoor, to record highs.</p><p>The performance running shoes segment is Asics&#39; largest by revenue, and it has tried to maintain a close-knit community of runners. Asics acquired Runkeeper -- a popular fitness-tracking app among runners -- in 2016. In recent years, it has been acquiring race-registration companies, including Njuko Sas in Europe and Register Now in Australia. Its loyalty program has nearly 15 million members globally.</p><p>But outside of runners and Onitsuka Tiger, Asics was perhaps best known for &#34;dad sneakers&#34; -- a style of shoes that are picked more for practicality than aesthetics. Lately, however, some old Asics designs have become unlikely fashion symbols. Youngsters have apparently eschewed conventional beauty standards and embraced the uncool: Crocs and Hoka are some other examples of &#34;ugly shoes&#34; that have seen an explosion in popularity.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/835ad08309546710c70dbc55148f9aca\" tg-width=\"624\" tg-height=\"523\"/></p><p>Asics has done its fair bit too. Its collaboration with designers from Vivienne Westwood to Cecilie Bahnsen have generated lots of buzz on social media. For example, its redesign of its 2008 Gel-Kayano 14 sneaker with Canadian design studio JJJJound has been a smash hit. The shoe can sell for more than $1,000 on online marketplace StockX. Asics was the fifth most-traded brand on StockX last year, rising from No. 10 the year before. Revenue for the company&#39;s more fashion-minded SportStyle division grew 52% year-over-year in the last reported quarter.</p><p>Even better news for investors is that the company has been more profitable too. Operating margin in its quarter ended March was 19.4%, compared with 9.5% two years earlier. Partly that is because the company has shifted its product mix to more premium products. It has also been selling more directly to customers than through wholesalers. Around 64% of its sales were through wholesale in the first quarter, down from 74% three years earlier. E-commerce sales have risen from 13% to 17% of sales.</p><p>Asics trades at 34 times forward earnings, according to S&amp;P Global Market Intelligence. That is a similar multiple as Deckers Outdoor, but higher than bigger peer Nike, which trades at 25 times. The premium could be justified if Asics could keep growing its sales with better margins.</p><p>Asics is sprinting ahead. It still has room to run.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NKE":"耐克","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","DECK":"Deckers Outdoor Corporation","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4146":"鞋类","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4558":"双十一","BK4566":"资本集团","CROX":"卡骆驰","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","BK4588":"碎股","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","ASCCF":"Asics Corp.","BK4561":"索罗斯持仓","LU0823411888.USD":"法巴消费创新基金 Cap","ASCCY":"Asics Corp.","BK4581":"高盛持仓","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2440112965","content_text":"Asics, the 75-year-old Japanese sneaker brand, is having a moment. So are its shares.The running shoe maker's stock price has quadrupled over the past two years. Its financial performance is strong: revenue in its last reported quarter grew 14% from a year earlier while its operating profit surged 53%.Asics has long been a well-loved brand among the running community. Around a quarter of 54,000 runners who finished the Paris Marathon sported a pair of Asics, including both winners in the men's and women's races, according to the company.In fact, even Nike can trace its roots back to the Japanese company. Nike began its business in the 1960s by importing and distributing shoes from Asics, then known as Onitsuka, in the U.S. Onitsuka Tiger remains a high-end fashion brand within Asics.Asics has benefited from the Covid-19 pandemic: more people picked up running as a hobby when they had nothing else to do. At the same time, people working from home began giving priority to comfort in their footwear -- discovering that lightweight shoes with cushioned soles designed for running are pretty comfortable for walking around in too. Running-shoe upstarts like Hoka and On Holding have also seen explosive growth in the past few years. Hoka's sales in quarter ended March surged 34% from a year earlier, pushing shares of its owner, Deckers Outdoor, to record highs.The performance running shoes segment is Asics' largest by revenue, and it has tried to maintain a close-knit community of runners. Asics acquired Runkeeper -- a popular fitness-tracking app among runners -- in 2016. In recent years, it has been acquiring race-registration companies, including Njuko Sas in Europe and Register Now in Australia. Its loyalty program has nearly 15 million members globally.But outside of runners and Onitsuka Tiger, Asics was perhaps best known for \"dad sneakers\" -- a style of shoes that are picked more for practicality than aesthetics. Lately, however, some old Asics designs have become unlikely fashion symbols. Youngsters have apparently eschewed conventional beauty standards and embraced the uncool: Crocs and Hoka are some other examples of \"ugly shoes\" that have seen an explosion in popularity.Asics has done its fair bit too. Its collaboration with designers from Vivienne Westwood to Cecilie Bahnsen have generated lots of buzz on social media. For example, its redesign of its 2008 Gel-Kayano 14 sneaker with Canadian design studio JJJJound has been a smash hit. The shoe can sell for more than $1,000 on online marketplace StockX. Asics was the fifth most-traded brand on StockX last year, rising from No. 10 the year before. Revenue for the company's more fashion-minded SportStyle division grew 52% year-over-year in the last reported quarter.Even better news for investors is that the company has been more profitable too. Operating margin in its quarter ended March was 19.4%, compared with 9.5% two years earlier. Partly that is because the company has shifted its product mix to more premium products. It has also been selling more directly to customers than through wholesalers. Around 64% of its sales were through wholesale in the first quarter, down from 74% three years earlier. E-commerce sales have risen from 13% to 17% of sales.Asics trades at 34 times forward earnings, according to S&P Global Market Intelligence. That is a similar multiple as Deckers Outdoor, but higher than bigger peer Nike, which trades at 25 times. The premium could be justified if Asics could keep growing its sales with better margins.Asics is sprinting ahead. It still has room to run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373246904090888,"gmtCreate":1732170216496,"gmtModify":1732170220014,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373246904090888","repostId":"2485149451","repostType":2,"repost":{"id":"2485149451","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":1732154886,"share":"https://ttm.financial/m/news/2485149451?lang=&edition=fundamental","pubTime":"2024-11-21 10:08","market":"sg","language":"en","title":"Trump's Return to the White House Is Ushering in a \"Stock Picker's Paradise\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2485149451","media":"Dow Jones","summary":"Active investors could see more opportunities during a second Trump administration. The second Trump administration could be a boon for stock pickers, according to a team of equity strategists at Barclays.What they found is that performance among the S&P 500's 11 sectors was remarkably uneven during Trump's first year in office. A similar pattern was initially seen in Europe but faded within a few months as U.S. stocks blew past their European peers.A repeat would create more opportunities for active managers to outperform benchmarks like the S&P 500, ushering in the return of a \"stock picker's market,\" according to Venu Krishna, the head of U.S. equity strategy at Barclays.Data from S&P Dow Jones Indices showed 57% of all active large-cap U.S. equity managers tracked by the firm underperformed the S&P 500 during the first half of 2024. That number was actually better than expected and consistent with 60% outperformance from 2023, according to a report from Anu Ganti, S&P DJI's head of","content":"<html><head></head><body><p>The second Trump administration could be a boon for stock pickers, according to a team of equity strategists at Barclays.</p><p>In a report recently shared with MarketWatch, the team decided to look back at how markets reacted to President-elect Donald Trump&#39;s surprise victory in 2016 to glean some insights into how things might play out this time around.</p><p>What they found is that performance among the S&amp;P 500&#39;s 11 sectors was remarkably uneven during Trump&#39;s first year in office. A similar pattern was initially seen in Europe but faded within a few months as U.S. stocks blew past their European peers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fbc976c4796b35af7b4add67dce91a3a\" tg-width=\"770\" tg-height=\"410\"/></p><p>A repeat would create more opportunities for active managers to outperform benchmarks like the S&amp;P 500, ushering in the return of a &#34;stock picker&#39;s market,&#34; according to Venu Krishna, the head of U.S. equity strategy at Barclays.</p><p>So far, movements across markets following Trump&#39;s latest victory have been remarkably similar to what investors witnessed in 2016, so active managers have reason to be cautiously optimistic.</p><p>Investors have already demonstrated an eagerness to identify stocks that could be potential winners - or losers - during a second Trump administration.</p><p>Many had started to pile into so-called Trump trades ahead of the election. That saw the U.S. dollar strengthen and a host of stocks surge, including regional banks, private-prison operators, Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> and cryptocurrency stocks like <a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a> Inc. <a href=\"https://laohu8.com/S/MSTR.AU\">$(MSTR.AU)$</a>.</p><p>Stocks took off after Trump was declared the winner, mirroring the reaction in 2016, which saw stocks soar after reversing an overnight plunge in the futures market.</p><p>Major indexes like the S&amp;P 500 SPX, Nasdaq Composite COMP and Dow Jones Industrial Average DJIA charged to their best weekly advance of 2024. The dollar soared, while the Mexican peso <a href=\"https://laohu8.com/S/USDMXN.FOREX\">$(USDMXN.FOREX)$</a> tanked.</p><p>But beneath the surface, moves across sectors have already seen a dramatic divergence: Financial and energy stocks have soared since the start of November, while the healthcare sector has lagged behind, according to FactSet data.</p><p>Many active managers have historically struggled to outperform benchmarks like the S&amp;P 500, although there have been signs recently that their fortunes might be improving.</p><p>Data from S&amp;P Dow Jones Indices showed 57% of all active large-cap U.S. equity managers tracked by the firm underperformed the S&amp;P 500 during the first half of 2024. That number was actually better than expected and consistent with 60% outperformance from 2023, according to a report from Anu Ganti, S&amp;P DJI&#39;s head of U.S. index investment strategy.</p><p>Since the start of the year, divergence between sectors has fallen dramatically, according to the Barclays team, as the bull market broadened out from the handful of Big Tech names that commanded most of investors&#39; money and attention in 2023.</p><p>But Trump&#39;s heterodox approach to policy making and uncertainty surrounding his post-inauguration priorities should create plenty of opportunities.</p><p>&#34;We think this makes sense as policy shifts during Trump&#39;s first stint in the White House significantly reshuffled opportunities for upside among sectors. Will the same happen this time? Initial reactions seem to suggest that the market thinks so,&#34; Venu Krishna, the bank&#39;s head of U.S. equity strategy, said in a report shared with MarketWatch.</p><p>There were signs that a stock picker&#39;s market was already starting to take shape before Trump&#39;s victory on Nov. 5.</p><p>Investors had proven increasingly eager to reward winners and punish losers earlier in the third-quarter earnings season.</p><p>In a report published shortly before Election Day, a team of equity strategists at Bank of America found that the average move in shares of companies that had just reported earnings had increased to 5%.</p><p>That was on track to be the second-largest average move during earnings season stretching back to 2014. Only the previous quarterly reporting season had seen larger swings.</p><p>Realized moves this earnings season were also on track to surpass expectations from options traders for only the second time in history.</p><p>These are all signs that stocks are generating more &#34;alpha&#34; as moves in individual names increasingly exceed what&#39;s taking place in the broader market. By BofA&#39;s count, idiosyncratic moves in stocks have risen to near-record highs lately.</p><p>The result? A &#34;stock picker&#39;s paradise,&#34; the BofA team said.</p><p>Major U.S. indexes were trading lower on Wednesday as stocks continued to struggle to build on their postelection gains. The S&amp;P 500 SPX was down 23 points, or 0.4%, at 5,893, according to FactSet data.</p><p>The Dow Jones Industrial Average DJIA was off by 27 points, or 0.1%, at 43,241. The Nasdaq Composite COMP was down 100 points, or 0.5%, at 18,888.</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>Trump's Return to the White House Is Ushering in a \"Stock Picker's Paradise\"</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\">\nTrump's Return to the White House Is Ushering in a \"Stock Picker's Paradise\"\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\">2024-11-21 10:08</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The second Trump administration could be a boon for stock pickers, according to a team of equity strategists at Barclays.</p><p>In a report recently shared with MarketWatch, the team decided to look back at how markets reacted to President-elect Donald Trump&#39;s surprise victory in 2016 to glean some insights into how things might play out this time around.</p><p>What they found is that performance among the S&amp;P 500&#39;s 11 sectors was remarkably uneven during Trump&#39;s first year in office. A similar pattern was initially seen in Europe but faded within a few months as U.S. stocks blew past their European peers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fbc976c4796b35af7b4add67dce91a3a\" tg-width=\"770\" tg-height=\"410\"/></p><p>A repeat would create more opportunities for active managers to outperform benchmarks like the S&amp;P 500, ushering in the return of a &#34;stock picker&#39;s market,&#34; according to Venu Krishna, the head of U.S. equity strategy at Barclays.</p><p>So far, movements across markets following Trump&#39;s latest victory have been remarkably similar to what investors witnessed in 2016, so active managers have reason to be cautiously optimistic.</p><p>Investors have already demonstrated an eagerness to identify stocks that could be potential winners - or losers - during a second Trump administration.</p><p>Many had started to pile into so-called Trump trades ahead of the election. That saw the U.S. dollar strengthen and a host of stocks surge, including regional banks, private-prison operators, Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> and cryptocurrency stocks like <a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a> Inc. <a href=\"https://laohu8.com/S/MSTR.AU\">$(MSTR.AU)$</a>.</p><p>Stocks took off after Trump was declared the winner, mirroring the reaction in 2016, which saw stocks soar after reversing an overnight plunge in the futures market.</p><p>Major indexes like the S&amp;P 500 SPX, Nasdaq Composite COMP and Dow Jones Industrial Average DJIA charged to their best weekly advance of 2024. The dollar soared, while the Mexican peso <a href=\"https://laohu8.com/S/USDMXN.FOREX\">$(USDMXN.FOREX)$</a> tanked.</p><p>But beneath the surface, moves across sectors have already seen a dramatic divergence: Financial and energy stocks have soared since the start of November, while the healthcare sector has lagged behind, according to FactSet data.</p><p>Many active managers have historically struggled to outperform benchmarks like the S&amp;P 500, although there have been signs recently that their fortunes might be improving.</p><p>Data from S&amp;P Dow Jones Indices showed 57% of all active large-cap U.S. equity managers tracked by the firm underperformed the S&amp;P 500 during the first half of 2024. That number was actually better than expected and consistent with 60% outperformance from 2023, according to a report from Anu Ganti, S&amp;P DJI&#39;s head of U.S. index investment strategy.</p><p>Since the start of the year, divergence between sectors has fallen dramatically, according to the Barclays team, as the bull market broadened out from the handful of Big Tech names that commanded most of investors&#39; money and attention in 2023.</p><p>But Trump&#39;s heterodox approach to policy making and uncertainty surrounding his post-inauguration priorities should create plenty of opportunities.</p><p>&#34;We think this makes sense as policy shifts during Trump&#39;s first stint in the White House significantly reshuffled opportunities for upside among sectors. Will the same happen this time? Initial reactions seem to suggest that the market thinks so,&#34; Venu Krishna, the bank&#39;s head of U.S. equity strategy, said in a report shared with MarketWatch.</p><p>There were signs that a stock picker&#39;s market was already starting to take shape before Trump&#39;s victory on Nov. 5.</p><p>Investors had proven increasingly eager to reward winners and punish losers earlier in the third-quarter earnings season.</p><p>In a report published shortly before Election Day, a team of equity strategists at Bank of America found that the average move in shares of companies that had just reported earnings had increased to 5%.</p><p>That was on track to be the second-largest average move during earnings season stretching back to 2014. Only the previous quarterly reporting season had seen larger swings.</p><p>Realized moves this earnings season were also on track to surpass expectations from options traders for only the second time in history.</p><p>These are all signs that stocks are generating more &#34;alpha&#34; as moves in individual names increasingly exceed what&#39;s taking place in the broader market. By BofA&#39;s count, idiosyncratic moves in stocks have risen to near-record highs lately.</p><p>The result? A &#34;stock picker&#39;s paradise,&#34; the BofA team said.</p><p>Major U.S. indexes were trading lower on Wednesday as stocks continued to struggle to build on their postelection gains. The S&amp;P 500 SPX was down 23 points, or 0.4%, at 5,893, according to FactSet data.</p><p>The Dow Jones Industrial Average DJIA was off by 27 points, or 0.1%, at 43,241. The Nasdaq Composite COMP was down 100 points, or 0.5%, at 18,888.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DXD":"道指两倍做空ETF","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SDS":"两倍做空标普500ETF","UDOW":"道指三倍做多ETF-ProShares","DJX":"1/100道琼斯","MSTR":"MicroStrategy","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4592":"伊斯兰概念","DDM":"道指两倍做多ETF","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SDOW":"道指三倍做空ETF-ProShares","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4555":"新能源车","SSO":"两倍做多标普500ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IVV":"标普500指数ETF","SPXU":"三倍做空标普500ETF","DOG":"道指反向ETF","LU0823414478.USD":"法巴经典能源转换基金","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","TSLA":"特斯拉","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","OEF":"标普100指数ETF-iShares","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","SPY":"标普500ETF","LU1861215975.USD":"贝莱德新一代科技基金 A2",".DJI":"道琼斯","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SH":"标普500反向ETF","UPRO":"三倍做多标普500ETF",".SPX":"S&P 500 Index","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","OEX":"标普100","BK4596":"哈里斯概念","BK4504":"桥水持仓","VOO":"Vanguard标普500ETF","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2485149451","content_text":"The second Trump administration could be a boon for stock pickers, according to a team of equity strategists at Barclays.In a report recently shared with MarketWatch, the team decided to look back at how markets reacted to President-elect Donald Trump's surprise victory in 2016 to glean some insights into how things might play out this time around.What they found is that performance among the S&P 500's 11 sectors was remarkably uneven during Trump's first year in office. A similar pattern was initially seen in Europe but faded within a few months as U.S. stocks blew past their European peers.A repeat would create more opportunities for active managers to outperform benchmarks like the S&P 500, ushering in the return of a \"stock picker's market,\" according to Venu Krishna, the head of U.S. equity strategy at Barclays.So far, movements across markets following Trump's latest victory have been remarkably similar to what investors witnessed in 2016, so active managers have reason to be cautiously optimistic.Investors have already demonstrated an eagerness to identify stocks that could be potential winners - or losers - during a second Trump administration.Many had started to pile into so-called Trump trades ahead of the election. That saw the U.S. dollar strengthen and a host of stocks surge, including regional banks, private-prison operators, Tesla Inc. $(TSLA)$ and cryptocurrency stocks like MicroStrategy Inc. $(MSTR.AU)$.Stocks took off after Trump was declared the winner, mirroring the reaction in 2016, which saw stocks soar after reversing an overnight plunge in the futures market.Major indexes like the S&P 500 SPX, Nasdaq Composite COMP and Dow Jones Industrial Average DJIA charged to their best weekly advance of 2024. The dollar soared, while the Mexican peso $(USDMXN.FOREX)$ tanked.But beneath the surface, moves across sectors have already seen a dramatic divergence: Financial and energy stocks have soared since the start of November, while the healthcare sector has lagged behind, according to FactSet data.Many active managers have historically struggled to outperform benchmarks like the S&P 500, although there have been signs recently that their fortunes might be improving.Data from S&P Dow Jones Indices showed 57% of all active large-cap U.S. equity managers tracked by the firm underperformed the S&P 500 during the first half of 2024. That number was actually better than expected and consistent with 60% outperformance from 2023, according to a report from Anu Ganti, S&P DJI's head of U.S. index investment strategy.Since the start of the year, divergence between sectors has fallen dramatically, according to the Barclays team, as the bull market broadened out from the handful of Big Tech names that commanded most of investors' money and attention in 2023.But Trump's heterodox approach to policy making and uncertainty surrounding his post-inauguration priorities should create plenty of opportunities.\"We think this makes sense as policy shifts during Trump's first stint in the White House significantly reshuffled opportunities for upside among sectors. Will the same happen this time? Initial reactions seem to suggest that the market thinks so,\" Venu Krishna, the bank's head of U.S. equity strategy, said in a report shared with MarketWatch.There were signs that a stock picker's market was already starting to take shape before Trump's victory on Nov. 5.Investors had proven increasingly eager to reward winners and punish losers earlier in the third-quarter earnings season.In a report published shortly before Election Day, a team of equity strategists at Bank of America found that the average move in shares of companies that had just reported earnings had increased to 5%.That was on track to be the second-largest average move during earnings season stretching back to 2014. Only the previous quarterly reporting season had seen larger swings.Realized moves this earnings season were also on track to surpass expectations from options traders for only the second time in history.These are all signs that stocks are generating more \"alpha\" as moves in individual names increasingly exceed what's taking place in the broader market. By BofA's count, idiosyncratic moves in stocks have risen to near-record highs lately.The result? A \"stock picker's paradise,\" the BofA team said.Major U.S. indexes were trading lower on Wednesday as stocks continued to struggle to build on their postelection gains. The S&P 500 SPX was down 23 points, or 0.4%, at 5,893, according to FactSet data.The Dow Jones Industrial Average DJIA was off by 27 points, or 0.1%, at 43,241. The Nasdaq Composite COMP was down 100 points, or 0.5%, at 18,888.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353218862592208,"gmtCreate":1727242251857,"gmtModify":1727242255270,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353218862592208","repostId":"1127372415","repostType":2,"repost":{"id":"1127372415","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1727235417,"share":"https://ttm.financial/m/news/1127372415?lang=&edition=fundamental","pubTime":"2024-09-25 11:36","market":"us","language":"en","title":"Nvidia's AI Tech Hits The Tracks: Hitachi Rail Taps Into Real-Time Maintenance To Boost Reliability, Slash Costs","url":"https://stock-news.laohu8.com/highlight/detail?id=1127372415","media":"Benzinga","summary":"Hitachi Rail subsidiary of Hitachi has announced the integration of $NVIDIA Corp(NVDA)$ technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability","content":"<html><head></head><body><p>Hitachi Rail subsidiary of Hitachi has announced the integration of <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: Hitachi Rail, a global leader in transportation, is adopting Nvidia technology to enhance railway operations, reduce maintenance costs, and improve transit reliability, the company said in a news release on Monday.</p><p style=\"text-align: start;\">The company is incorporating the NVIDIA IGX platform into its HMAX system to process sensor and camera data in real time. This integration aims to expedite the detection of track issues, monitor power line degradation, and assess the health of trains and signaling equipment.</p><p>Hitachi Rail estimates that proactive maintenance is seven times less costly than emergency repairs. The company&#39;s existing AI systems have already reduced service delays by up to 20% and maintenance costs by up to 15%, while cutting energy consumption by up to 40%, according to Nvidia’s blog post.</p><p>Koji Agatsuma, Executive Director and CTO of Rail Vehicles at Hitachi Rail stated, “Using previous digital monitoring systems, it would take a few days to process the data and discover issues that need attention. If we can instead conduct real-time prediction using NVIDIA technology, that enables us to avoid service disruptions and significantly improve safety, reliability, and operating costs.”</p><p>The new AI applications, developed using NVIDIA AI Enterprise software, will be available through the HMAX platform. These tools will help operators monitor train fleets and infrastructure more efficiently, providing timely alerts and optimizing maintenance schedules.</p><p><strong>Why It Matters</strong>: The integration of Nvidia technology into Hitachi Rail’s operations is part of a broader trend of AI adoption in various industries. Recently, Nvidia’s stock surged following reports that CEO Jensen Huang had completed selling company shares under a trading plan earlier than expected.</p><p style=\"text-align: start;\">Moreover, Nvidia has been actively expanding its AI capabilities through strategic partnerships. For instance, Alibaba Group Holdings recently teamed up with Nvidia to enhance AI and autonomous driving technologies.</p><p style=\"text-align: start;\"><strong>Price Action</strong>: Nvidia’s stock closed at $120.87 on Tuesday, up 3.97% for the day. In after-hours trading, the stock continued to rise, up 0.76%. Year to date, Nvidia has surged by 150.92%.</p><p style=\"text-align: start;\">Meanwhile, Hitachi’s stock on the Japanese exchange is trading at 3,824 JPY, down 0.83%. Despite the day’s decline, Hitachi’s stock has risen by 88.00% year to date, according to data from Benzinga Pro.</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>Nvidia's AI Tech Hits The Tracks: Hitachi Rail Taps Into Real-Time Maintenance To Boost Reliability, Slash Costs</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\">\nNvidia's AI Tech Hits The Tracks: Hitachi Rail Taps Into Real-Time Maintenance To Boost Reliability, Slash Costs\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-09-25 11:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hitachi Rail subsidiary of Hitachi has announced the integration of <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: Hitachi Rail, a global leader in transportation, is adopting Nvidia technology to enhance railway operations, reduce maintenance costs, and improve transit reliability, the company said in a news release on Monday.</p><p style=\"text-align: start;\">The company is incorporating the NVIDIA IGX platform into its HMAX system to process sensor and camera data in real time. This integration aims to expedite the detection of track issues, monitor power line degradation, and assess the health of trains and signaling equipment.</p><p>Hitachi Rail estimates that proactive maintenance is seven times less costly than emergency repairs. The company&#39;s existing AI systems have already reduced service delays by up to 20% and maintenance costs by up to 15%, while cutting energy consumption by up to 40%, according to Nvidia’s blog post.</p><p>Koji Agatsuma, Executive Director and CTO of Rail Vehicles at Hitachi Rail stated, “Using previous digital monitoring systems, it would take a few days to process the data and discover issues that need attention. If we can instead conduct real-time prediction using NVIDIA technology, that enables us to avoid service disruptions and significantly improve safety, reliability, and operating costs.”</p><p>The new AI applications, developed using NVIDIA AI Enterprise software, will be available through the HMAX platform. These tools will help operators monitor train fleets and infrastructure more efficiently, providing timely alerts and optimizing maintenance schedules.</p><p><strong>Why It Matters</strong>: The integration of Nvidia technology into Hitachi Rail’s operations is part of a broader trend of AI adoption in various industries. Recently, Nvidia’s stock surged following reports that CEO Jensen Huang had completed selling company shares under a trading plan earlier than expected.</p><p style=\"text-align: start;\">Moreover, Nvidia has been actively expanding its AI capabilities through strategic partnerships. For instance, Alibaba Group Holdings recently teamed up with Nvidia to enhance AI and autonomous driving technologies.</p><p style=\"text-align: start;\"><strong>Price Action</strong>: Nvidia’s stock closed at $120.87 on Tuesday, up 3.97% for the day. In after-hours trading, the stock continued to rise, up 0.76%. Year to date, Nvidia has surged by 150.92%.</p><p style=\"text-align: start;\">Meanwhile, Hitachi’s stock on the Japanese exchange is trading at 3,824 JPY, down 0.83%. Despite the day’s decline, Hitachi’s stock has risen by 88.00% year to date, according to data from Benzinga Pro.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127372415","content_text":"Hitachi Rail subsidiary of Hitachi has announced the integration of NVIDIA Corp technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability.What Happened: Hitachi Rail, a global leader in transportation, is adopting Nvidia technology to enhance railway operations, reduce maintenance costs, and improve transit reliability, the company said in a news release on Monday.The company is incorporating the NVIDIA IGX platform into its HMAX system to process sensor and camera data in real time. This integration aims to expedite the detection of track issues, monitor power line degradation, and assess the health of trains and signaling equipment.Hitachi Rail estimates that proactive maintenance is seven times less costly than emergency repairs. The company's existing AI systems have already reduced service delays by up to 20% and maintenance costs by up to 15%, while cutting energy consumption by up to 40%, according to Nvidia’s blog post.Koji Agatsuma, Executive Director and CTO of Rail Vehicles at Hitachi Rail stated, “Using previous digital monitoring systems, it would take a few days to process the data and discover issues that need attention. If we can instead conduct real-time prediction using NVIDIA technology, that enables us to avoid service disruptions and significantly improve safety, reliability, and operating costs.”The new AI applications, developed using NVIDIA AI Enterprise software, will be available through the HMAX platform. These tools will help operators monitor train fleets and infrastructure more efficiently, providing timely alerts and optimizing maintenance schedules.Why It Matters: The integration of Nvidia technology into Hitachi Rail’s operations is part of a broader trend of AI adoption in various industries. Recently, Nvidia’s stock surged following reports that CEO Jensen Huang had completed selling company shares under a trading plan earlier than expected.Moreover, Nvidia has been actively expanding its AI capabilities through strategic partnerships. For instance, Alibaba Group Holdings recently teamed up with Nvidia to enhance AI and autonomous driving technologies.Price Action: Nvidia’s stock closed at $120.87 on Tuesday, up 3.97% for the day. In after-hours trading, the stock continued to rise, up 0.76%. Year to date, Nvidia has surged by 150.92%.Meanwhile, Hitachi’s stock on the Japanese exchange is trading at 3,824 JPY, down 0.83%. Despite the day’s decline, Hitachi’s stock has risen by 88.00% year to date, according to data from Benzinga Pro.","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346041885749264,"gmtCreate":1725509762648,"gmtModify":1725509764880,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346041885749264","repostId":"2465534198","repostType":2,"repost":{"id":"2465534198","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":1725507291,"share":"https://ttm.financial/m/news/2465534198?lang=&edition=fundamental","pubTime":"2024-09-05 11:34","market":"nz","language":"en","title":"Nvidia's Stock Volatility Is the Price You Pay for Market-Leading Returns","url":"https://stock-news.laohu8.com/highlight/detail?id=2465534198","media":"Dow Jones","summary":"This article is from the free weekly Barron's Tech email newsletter. Sign up here to get it delivered directly to your inbox.Not Easy. Hi everyone. I'm sure you saw the news. On Tuesday, Nvidia's stock price dropped 9.5%, erasing $279 billion in shareholder value -- the largest daily market cap loss for any U.S. company ever.Since Nvidia began its tremendous AI run around the debut of ChatGPT in November 2022, the stock has soared more than six times. But the big move up has been coupled with multiple short declines.Sure enough, Nvidia has also been responsible for five of the top 10 one-day market value gains, including the largest increase ever -- a gain of $327 billion on July 31. Win some, lose some.Nvidia has said that more than 40% of its data center revenue comes from graphics processing units, or GPUs, used for large-language model inference -- the process of generating answers from those AI models. That means the rest of its sales are for training cutting-edge AI models.","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Tae Kim \n</p>\n<p>\n  A version of this article was first published in the free weekly Barron's Tech email newsletter. Sign up here to get it delivered directly to your inbox. \n</p>\n<p>\n     Not Easy. Hi everyone. I'm sure you saw the news. On Tuesday, Nvidia's stock price dropped 9.5%, erasing $279 billion in shareholder value -- the largest daily market cap loss for any U.S. company ever. \n</p>\n<p>\n     Headlines, including one from Barron's , flagged the big moment. But I want to provide some additional context because history suggests the big move, while flashy, doesn't ultimately mean much. \n</p>\n<p>\n     Since Nvidia began its tremendous artificial-intelligence-driven run around the debut of ChatGPT in November 2022, the stock has soared more than six times. But the big move up has been coupled with multiple short declines. \n</p>\n<p>\n     In fact, Nvidia has now accounted for eight of the top 10 largest one-day market cap declines on record. Simply put, as the stock has gained heft, the numbers have gotten much bigger. \n</p>\n<p>\n     Pair that with the fact that Nvidia is a high-growth semiconductor stock, and massive market value moves are all but inevitable. A mid-single digit percent move on a multitrillion-dollar market cap equals a big number. It's just math. \n</p>\n<p>\n     Sure enough, Nvidia has also been responsible for five of the top 10 one-day market value gains, including the largest increase ever -- a gain of $327 billion on July 31. Win some, lose some. \n</p>\n<p>\n     Among the largest U.S. companies, Nvidia stands out. There are two other U.S. firms worth more than $2 trillion -- Apple and Microsoft. But both of them are more mature businesses that don't come close to Nvidia's 122% revenue growth rate in its latest quarter. \n</p>\n<p>\n     After each of Nvidia's historic one-day declines, the stock has eventually rebounded. It's better not to read much into the incidents. \n</p>\n<p>\n     Tuesday's move, for what it's worth, wasn't tied to corporate fundamentals. It seemed mainly driven by a rotation out of growth stocks after a mixed manufacturing report from the Institute for Supply Management. \n</p>\n<p>\n     Despite the drop, Nvidia remains the best-performing stock in the S&amp;P 500 this year, up 107%. The No. 2 performer, Vistra, is up 91%. \n</p>\n<p>\n     The reality is that the best-performing stocks don't go up 1% or 2% every day with no volatility. Investing in those names requires getting comfortable with big moves -- both up and down. \n</p>\n<p>\n     Nvidia, of course, will eventually see a longer-term drop. Someday, revenue growth will decline materially, and the share price will falter in a big way. I believe the primary potential catalyst for that slowdown is in the area of AI training. \n</p>\n<p>\n     Nvidia has said that more than 40% of its data center revenue comes from graphics processing units, or GPUs, used for large-language model inference -- the process of generating answers from those AI models. That means the rest of its sales are for training cutting-edge AI models. \n</p>\n<p>\n     At some point, those AI models will become more mainstream and that training will slow. But not soon. Just last week, Nvidia CEO Jensen Huang said the company's customers were still seeing the benefits of scaling up AI models, meaning there's plenty of incentive for Nvidia customers to keep on buying. \n</p>\n<p>\n     As long as next-generation AI models continue to improve, demand for Nvidia's GPUs should stay robust -- and its stock should continue to hit new highs. \n</p>\n<p>\n     This Week in Barron's Tech \n</p>\n<pre>\n   -- <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and 2 More Stocks Added to JP Morgan Focus List. Here's Why. \n \n   -- Super Micro Stock Rises. CEO Says Short Seller Report Was 'Misleading.' \n \n   -- Buy Broadcom Stock, Analyst Says. A Chip Bottom Could Be Coming. \n \n   -- ASML Was a Chip-Sector Darling. Why This Analyst Has Soured on the Stock. \n \n   -- Autodesk Stock Rises on Earnings Beat and Guidance Boost \n</pre>\n<p>\n     Write to Tae Kim at tae.kim@barrons.com or follow him on X at @firstadopter. \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 06, 2024 14:18 ET (18:18 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Stock Volatility Is the Price You Pay for Market-Leading Returns</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\">\nNvidia's Stock Volatility Is the Price You Pay for Market-Leading Returns\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\">2024-09-05 11:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Tae Kim \n</p>\n<p>\n  A version of this article was first published in the free weekly Barron's Tech email newsletter. Sign up here to get it delivered directly to your inbox. \n</p>\n<p>\n     Not Easy. Hi everyone. I'm sure you saw the news. On Tuesday, Nvidia's stock price dropped 9.5%, erasing $279 billion in shareholder value -- the largest daily market cap loss for any U.S. company ever. \n</p>\n<p>\n     Headlines, including one from Barron's , flagged the big moment. But I want to provide some additional context because history suggests the big move, while flashy, doesn't ultimately mean much. \n</p>\n<p>\n     Since Nvidia began its tremendous artificial-intelligence-driven run around the debut of ChatGPT in November 2022, the stock has soared more than six times. But the big move up has been coupled with multiple short declines. \n</p>\n<p>\n     In fact, Nvidia has now accounted for eight of the top 10 largest one-day market cap declines on record. Simply put, as the stock has gained heft, the numbers have gotten much bigger. \n</p>\n<p>\n     Pair that with the fact that Nvidia is a high-growth semiconductor stock, and massive market value moves are all but inevitable. A mid-single digit percent move on a multitrillion-dollar market cap equals a big number. It's just math. \n</p>\n<p>\n     Sure enough, Nvidia has also been responsible for five of the top 10 one-day market value gains, including the largest increase ever -- a gain of $327 billion on July 31. Win some, lose some. \n</p>\n<p>\n     Among the largest U.S. companies, Nvidia stands out. There are two other U.S. firms worth more than $2 trillion -- Apple and Microsoft. But both of them are more mature businesses that don't come close to Nvidia's 122% revenue growth rate in its latest quarter. \n</p>\n<p>\n     After each of Nvidia's historic one-day declines, the stock has eventually rebounded. It's better not to read much into the incidents. \n</p>\n<p>\n     Tuesday's move, for what it's worth, wasn't tied to corporate fundamentals. It seemed mainly driven by a rotation out of growth stocks after a mixed manufacturing report from the Institute for Supply Management. \n</p>\n<p>\n     Despite the drop, Nvidia remains the best-performing stock in the S&amp;P 500 this year, up 107%. The No. 2 performer, Vistra, is up 91%. \n</p>\n<p>\n     The reality is that the best-performing stocks don't go up 1% or 2% every day with no volatility. Investing in those names requires getting comfortable with big moves -- both up and down. \n</p>\n<p>\n     Nvidia, of course, will eventually see a longer-term drop. Someday, revenue growth will decline materially, and the share price will falter in a big way. I believe the primary potential catalyst for that slowdown is in the area of AI training. \n</p>\n<p>\n     Nvidia has said that more than 40% of its data center revenue comes from graphics processing units, or GPUs, used for large-language model inference -- the process of generating answers from those AI models. That means the rest of its sales are for training cutting-edge AI models. \n</p>\n<p>\n     At some point, those AI models will become more mainstream and that training will slow. But not soon. Just last week, Nvidia CEO Jensen Huang said the company's customers were still seeing the benefits of scaling up AI models, meaning there's plenty of incentive for Nvidia customers to keep on buying. \n</p>\n<p>\n     As long as next-generation AI models continue to improve, demand for Nvidia's GPUs should stay robust -- and its stock should continue to hit new highs. \n</p>\n<p>\n     This Week in Barron's Tech \n</p>\n<pre>\n   -- <a href=\"https://laohu8.com/S/ADBE\">Adobe</a> and 2 More Stocks Added to JP Morgan Focus List. Here's Why. \n \n   -- Super Micro Stock Rises. CEO Says Short Seller Report Was 'Misleading.' \n \n   -- Buy Broadcom Stock, Analyst Says. A Chip Bottom Could Be Coming. \n \n   -- ASML Was a Chip-Sector Darling. Why This Analyst Has Soured on the Stock. \n \n   -- Autodesk Stock Rises on Earnings Beat and Guidance Boost \n</pre>\n<p>\n     Write to Tae Kim at tae.kim@barrons.com or follow him on X at @firstadopter. \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 06, 2024 14:18 ET (18:18 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4534":"瑞士信贷持仓","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","NVDA":"英伟达","BK4532":"文艺复兴科技持仓","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4543":"AI","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4549":"软银资本持仓","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4105":"独立电力生产商与能源贸易商","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0072462426.USD":"贝莱德全球配置 A2","BK4554":"元宇宙及AR概念"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2465534198","content_text":"By Tae Kim \n\n\n  A version of this article was first published in the free weekly Barron's Tech email newsletter. Sign up here to get it delivered directly to your inbox. \n\n\n     Not Easy. Hi everyone. I'm sure you saw the news. On Tuesday, Nvidia's stock price dropped 9.5%, erasing $279 billion in shareholder value -- the largest daily market cap loss for any U.S. company ever. \n\n\n     Headlines, including one from Barron's , flagged the big moment. But I want to provide some additional context because history suggests the big move, while flashy, doesn't ultimately mean much. \n\n\n     Since Nvidia began its tremendous artificial-intelligence-driven run around the debut of ChatGPT in November 2022, the stock has soared more than six times. But the big move up has been coupled with multiple short declines. \n\n\n     In fact, Nvidia has now accounted for eight of the top 10 largest one-day market cap declines on record. Simply put, as the stock has gained heft, the numbers have gotten much bigger. \n\n\n     Pair that with the fact that Nvidia is a high-growth semiconductor stock, and massive market value moves are all but inevitable. A mid-single digit percent move on a multitrillion-dollar market cap equals a big number. It's just math. \n\n\n     Sure enough, Nvidia has also been responsible for five of the top 10 one-day market value gains, including the largest increase ever -- a gain of $327 billion on July 31. Win some, lose some. \n\n\n     Among the largest U.S. companies, Nvidia stands out. There are two other U.S. firms worth more than $2 trillion -- Apple and Microsoft. But both of them are more mature businesses that don't come close to Nvidia's 122% revenue growth rate in its latest quarter. \n\n\n     After each of Nvidia's historic one-day declines, the stock has eventually rebounded. It's better not to read much into the incidents. \n\n\n     Tuesday's move, for what it's worth, wasn't tied to corporate fundamentals. It seemed mainly driven by a rotation out of growth stocks after a mixed manufacturing report from the Institute for Supply Management. \n\n\n     Despite the drop, Nvidia remains the best-performing stock in the S&P 500 this year, up 107%. The No. 2 performer, Vistra, is up 91%. \n\n\n     The reality is that the best-performing stocks don't go up 1% or 2% every day with no volatility. Investing in those names requires getting comfortable with big moves -- both up and down. \n\n\n     Nvidia, of course, will eventually see a longer-term drop. Someday, revenue growth will decline materially, and the share price will falter in a big way. I believe the primary potential catalyst for that slowdown is in the area of AI training. \n\n\n     Nvidia has said that more than 40% of its data center revenue comes from graphics processing units, or GPUs, used for large-language model inference -- the process of generating answers from those AI models. That means the rest of its sales are for training cutting-edge AI models. \n\n\n     At some point, those AI models will become more mainstream and that training will slow. But not soon. Just last week, Nvidia CEO Jensen Huang said the company's customers were still seeing the benefits of scaling up AI models, meaning there's plenty of incentive for Nvidia customers to keep on buying. \n\n\n     As long as next-generation AI models continue to improve, demand for Nvidia's GPUs should stay robust -- and its stock should continue to hit new highs. \n\n\n     This Week in Barron's Tech \n\n\n   -- Adobe and 2 More Stocks Added to JP Morgan Focus List. Here's Why. \n \n   -- Super Micro Stock Rises. CEO Says Short Seller Report Was 'Misleading.' \n \n   -- Buy Broadcom Stock, Analyst Says. A Chip Bottom Could Be Coming. \n \n   -- ASML Was a Chip-Sector Darling. Why This Analyst Has Soured on the Stock. \n \n   -- Autodesk Stock Rises on Earnings Beat and Guidance Boost \n\n\n     Write to Tae Kim at tae.kim@barrons.com or follow him on X at @firstadopter. \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 06, 2024 14:18 ET (18:18 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345771192438912,"gmtCreate":1725422185982,"gmtModify":1725422189336,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345771192438912","repostId":"2464822264","repostType":2,"repost":{"id":"2464822264","pubTimestamp":1725413700,"share":"https://ttm.financial/m/news/2464822264?lang=&edition=fundamental","pubTime":"2024-09-04 09:35","market":"sg","language":"en","title":"3 Singapore Blue-Chip Stocks Touching Their 52-Week Highs: Can Their Run Continue?","url":"https://stock-news.laohu8.com/highlight/detail?id=2464822264","media":"The Smart Investor","summary":"These three blue-chip stocks are seeing their share prices scale a new high. Can they carry on their impressive run?","content":"<html><head></head><body><p>Happy times have come for the Singapore stock market as the index achieved a six-year high back in early July.</p><p>Businesses are enjoying good traction along with a sanguine economic outlook.</p><p>In line with this feel-good feeling, many stocks have seen their share prices hit a year-high.</p><p>Investors may be eyeing the Singapore blue-chip stocks that offer an added layer of stability on top of growth and dividends.</p><p>We profile three Singapore blue-chip firms that recently scaled their 52-week highs to determine if they can continue to climb.</p><h2 id=\"id_2461596140\">Singtel (SGX: Z74)</h2><p>Singtel is Singapore’s largest telecommunication company (telco) and provides a comprehensive range of services including mobile, broadband, pay TV, data centre, and cybersecurity services.</p><p>Singtel’s share price recently hit a 52-week high of S$3.13, up 27.8% year-to-date.</p><p>The telco recently released its business update for the first quarter of fiscal 2025 (1Q FY2025) ending 30 June 2024.</p><p>The group saw a resilient performance with underlying operating revenue dipping just 1% year on year to S$3.4 billion.</p><p>Underlying (core) operating profit, however, jumped 16.1% year on year to S$382 million.</p><p>After accounting for higher finance costs, Singtel posted a 5.4% year-on-year increase in its underlying net profit to S$603 million.</p><p>Singtel has reaffirmed its FY2025 outlook for a high single-digit to low double-digit year-on-year growth in operating profit (excluding associates’ contributions).</p><p>It is also on track to realise cost savings of S$200 million from Singtel Singapore and Optus.</p><p>Management’s promise to pay out a value realisation dividend (VRD) of between S$0.03 to S$0.06 is also on track.</p><p>Singtel also released its recent Investor Day 2024 slides that detailed its growth plans.</p><p>It intends to scale Nxera, its data centre division, to more than 200 MW by 2026 with EBITDA (earnings before interest, taxes, depreciation and amortisation) to double by 2028.</p><p>For NCS, Singtel is eyeing larger markets to bring in revenue for the division.</p><p>The aim is for 40% of revenue to come from outside Singapore, up from the current 14% for 1Q FY2025.</p><p>Over time, management is also targeting astute capital recycling and working to simplify holding structures to achieve a better cost structure and realise value for shareholders.</p><h2 id=\"id_632033753\">Hongkong Land (SGX: H78)</h2><p>Hongkong Land, or HKL, is a property investment, management, and development group.</p><p>The group owns more than 850,000 square metres of prime office and luxury retail assets in cities such as Singapore, Hong Kong, Beijing, and Jakarta.</p><p>HKL’s share price hit its 52-week high of US$3.81 recently and is up 8.4% year-to-date.</p><p>The share price has also rebounded 35% from its 52-week low of US$2.78.</p><p>For the first half of 2024 (1H 2024), revenue shot up 45% year on year to US$972.4 million with investment properties delivering a solid performance.</p><p>However, operating profit tumbled 45.5% year on year to US$214.1 million because of non-cash provisions against the carrying value of certain projects in China.</p><p>The underlying loss came in at US$7 million against an underlying net profit of US$422 million in 1H 2023.</p><p>Despite the loss, HKL maintained its interim dividend at US$0.06.</p><p>The group is undergoing a comprehensive strategic review of its overall business strategy and commercial properties and will present a strategy update before the end of this year.</p><p>Tomorrow’s CENTRAL, a US$1 billion investment to reimagine HKL’s core Hong Kong retail portfolio, is scheduled to commence in phases over the next three years.</p><p>Over in Shanghai, the property giant will develop its West Bund Project, a district with commercial and residential properties, and plans to open this project in phases from 2024 to 2027.</p><h2 id=\"id_3145050648\">Frasers Centrepoint Trust (SGX: J69U)</h2><p>Frasers Centrepoint Trust, or FCT, is a retail REIT with a portfolio of nine suburban malls and one office building.</p><p>The REIT’s assets under management stood at around S$7.1 billion as of 31 March 2024.</p><p>FCT’s unit price touched its 52-week high of S$2.39 recently and is up 5.8% year-to-date.</p><p>The retail REIT’s shares also rebounded 18.4% from its 52-week low of S$2.01.</p><p>FCT recently released an encouraging business update for its third quarter of fiscal 2024 (3Q FY2024) ending 30 June 2024.</p><p>Retail portfolio committed occupancy stayed high at 99.7% while shopper traffic for the quarter registered a 4.1% year-on-year increase.</p><p>Research firm CBRE expects prime retail rents to sustain its recovery for 2024, potentially giving FCT’s rental reversion a boost.</p><p>Aggregate leverage stood at 39.1% with an all-in average cost of debt of 4.2%.</p><p>The REIT has no refinancing risk for the remainder of FY2024 and has almost 16% of its loans coming due in FY2025.</p><p>Its Tampines 1 asset enhancement initiative (AEI) is on track to be completed this month and has seen 100% committed occupancy.</p><p>Around 9,000 square feet of net lettable area was created and deployed to prime retail floors.</p><p>Management is confident of achieving a return on investment of more than 8% for this AEI.</p></body></html>","source":"thesmartinvestor_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Singapore Blue-Chip Stocks Touching Their 52-Week Highs: Can Their Run Continue?</title>\n<style 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are enjoying good traction along with a sanguine economic outlook.In line with ...</p>\n\n<a href=\"https://thesmartinvestor.com.sg/3-singapore-blue-chip-stocks-touching-their-52-week-highs-can-their-run-continue/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0955669360.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD","Z74.SI":"新电信","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","LU0762540952.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AC\" (USD) ACC","LU0738912210.USD":"Blackrock Asia Pacific Equity Income A6 USD","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","BK6139":"房地产运营公司","BK6513":"电信服务股","LU1130305938.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD-H","BK6137":"零售房地产信托","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","SG9999001127.SGD":"United Singapore Growth Fund SGD","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","BK6035":"综合电信业务","LU0197773160.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AC\" ACC","SG9999002406.SGD":"利安新加坡信托基金","LU0762542818.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM\" (HKD) INC","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","SG9999002620.SGD":"LionGlobal South East Asia SGD","BK6011":"零售业房地产投资信托","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0197773673.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AS\" (USD) INC","J69U.SI":"星狮地产信托","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU0762541174.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM2\" (USD) INC","BK6512":"房地产股","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","H78.SI":"置地控股有限公司","BK4563":"昨日强势股","SG9999001135.SGD":"United ASEAN Fund SGD","BK4024":"房地产开发","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","SG9999000475.SGD":"Aberdeen Standard Singapore Equity SGD","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0414403682.SGD":"Blackrock Asia Pacific Equity Income A5 SGD-H","LU0048573645.USD":"富达东盟基金","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0251143029.SGD":"Fidelity ASEAN A-SGD","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD"},"source_url":"https://thesmartinvestor.com.sg/3-singapore-blue-chip-stocks-touching-their-52-week-highs-can-their-run-continue/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2464822264","content_text":"Happy times have come for the Singapore stock market as the index achieved a six-year high back in early July.Businesses are enjoying good traction along with a sanguine economic outlook.In line with this feel-good feeling, many stocks have seen their share prices hit a year-high.Investors may be eyeing the Singapore blue-chip stocks that offer an added layer of stability on top of growth and dividends.We profile three Singapore blue-chip firms that recently scaled their 52-week highs to determine if they can continue to climb.Singtel (SGX: Z74)Singtel is Singapore’s largest telecommunication company (telco) and provides a comprehensive range of services including mobile, broadband, pay TV, data centre, and cybersecurity services.Singtel’s share price recently hit a 52-week high of S$3.13, up 27.8% year-to-date.The telco recently released its business update for the first quarter of fiscal 2025 (1Q FY2025) ending 30 June 2024.The group saw a resilient performance with underlying operating revenue dipping just 1% year on year to S$3.4 billion.Underlying (core) operating profit, however, jumped 16.1% year on year to S$382 million.After accounting for higher finance costs, Singtel posted a 5.4% year-on-year increase in its underlying net profit to S$603 million.Singtel has reaffirmed its FY2025 outlook for a high single-digit to low double-digit year-on-year growth in operating profit (excluding associates’ contributions).It is also on track to realise cost savings of S$200 million from Singtel Singapore and Optus.Management’s promise to pay out a value realisation dividend (VRD) of between S$0.03 to S$0.06 is also on track.Singtel also released its recent Investor Day 2024 slides that detailed its growth plans.It intends to scale Nxera, its data centre division, to more than 200 MW by 2026 with EBITDA (earnings before interest, taxes, depreciation and amortisation) to double by 2028.For NCS, Singtel is eyeing larger markets to bring in revenue for the division.The aim is for 40% of revenue to come from outside Singapore, up from the current 14% for 1Q FY2025.Over time, management is also targeting astute capital recycling and working to simplify holding structures to achieve a better cost structure and realise value for shareholders.Hongkong Land (SGX: H78)Hongkong Land, or HKL, is a property investment, management, and development group.The group owns more than 850,000 square metres of prime office and luxury retail assets in cities such as Singapore, Hong Kong, Beijing, and Jakarta.HKL’s share price hit its 52-week high of US$3.81 recently and is up 8.4% year-to-date.The share price has also rebounded 35% from its 52-week low of US$2.78.For the first half of 2024 (1H 2024), revenue shot up 45% year on year to US$972.4 million with investment properties delivering a solid performance.However, operating profit tumbled 45.5% year on year to US$214.1 million because of non-cash provisions against the carrying value of certain projects in China.The underlying loss came in at US$7 million against an underlying net profit of US$422 million in 1H 2023.Despite the loss, HKL maintained its interim dividend at US$0.06.The group is undergoing a comprehensive strategic review of its overall business strategy and commercial properties and will present a strategy update before the end of this year.Tomorrow’s CENTRAL, a US$1 billion investment to reimagine HKL’s core Hong Kong retail portfolio, is scheduled to commence in phases over the next three years.Over in Shanghai, the property giant will develop its West Bund Project, a district with commercial and residential properties, and plans to open this project in phases from 2024 to 2027.Frasers Centrepoint Trust (SGX: J69U)Frasers Centrepoint Trust, or FCT, is a retail REIT with a portfolio of nine suburban malls and one office building.The REIT’s assets under management stood at around S$7.1 billion as of 31 March 2024.FCT’s unit price touched its 52-week high of S$2.39 recently and is up 5.8% year-to-date.The retail REIT’s shares also rebounded 18.4% from its 52-week low of S$2.01.FCT recently released an encouraging business update for its third quarter of fiscal 2024 (3Q FY2024) ending 30 June 2024.Retail portfolio committed occupancy stayed high at 99.7% while shopper traffic for the quarter registered a 4.1% year-on-year increase.Research firm CBRE expects prime retail rents to sustain its recovery for 2024, potentially giving FCT’s rental reversion a boost.Aggregate leverage stood at 39.1% with an all-in average cost of debt of 4.2%.The REIT has no refinancing risk for the remainder of FY2024 and has almost 16% of its loans coming due in FY2025.Its Tampines 1 asset enhancement initiative (AEI) is on track to be completed this month and has seen 100% committed occupancy.Around 9,000 square feet of net lettable area was created and deployed to prime retail floors.Management is confident of achieving a return on investment of more than 8% for this AEI.","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343901885186320,"gmtCreate":1725000903086,"gmtModify":1725000906837,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343901885186320","repostId":"2463220010","repostType":2,"repost":{"id":"2463220010","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":1724996051,"share":"https://ttm.financial/m/news/2463220010?lang=&edition=fundamental","pubTime":"2024-08-30 13:34","market":"hk","language":"en","title":"A Short-Seller Tanks Super Micro Stock. The AI Highflier Has Bigger Problems","url":"https://stock-news.laohu8.com/highlight/detail?id=2463220010","media":"Dow Jones","summary":"In 1937, seven million cubic feet of contained hydrogen ignited over Manchester Township, N.J., bringing down a German airship the size of a football field in half a minute as nearby movie cameras whirred. \"This is the worst thing I've ever witnessed,\" said one broadcaster.The vessel's name, Hindenburg, never caught on as a popular brand, as you might imagine. There's no Hindenburg peanut butter or antacid tablets. You surely wouldn't want the name for an investment business. Unless you're a short seller. This unusual breed bets against stocks, and then publishes reports convincing others that those stocks are unrelenting disasters. A short seller would object to naming his firm for the Titanic on the grounds that there were 706 survivors.Super Micro says it \"delivers the broadest selection of AI systems and solutions,\" which sounds like an ideal fit for the moment. But then, I can claim truthfully, more or less, that in my 20s, I made my own computer. What I really did was assemble on","content":"<html><head></head><body><p>In 1937, seven million cubic feet of contained hydrogen ignited over Manchester Township, N.J., bringing down a German airship the size of a football field in half a minute as nearby movie cameras whirred. &#34;This is the worst thing I&#39;ve ever witnessed,&#34; said one broadcaster.</p><p>The vessel&#39;s name, Hindenburg, never caught on as a popular brand, as you might imagine. There&#39;s no Hindenburg peanut butter or antacid tablets. You surely wouldn&#39;t want the name for an investment business. Unless you&#39;re a short seller. This unusual breed bets against stocks, and then publishes reports convincing others that those stocks are unrelenting disasters. A short seller would object to naming his firm for the Titanic on the grounds that there were 706 survivors.</p><p>And so it is that there&#39;s a short seller called Hindenburg Research that has gone after an artificial-intelligence highflier called Super Micro Computer. It isn&#39;t super for Super, because apart from Hindenburg&#39;s name, there&#39;s its record. Four years ago in this column, I reported on my conversation with Trevor Milton, founder of clean energy big-rig start-up Nikola, which was pushing back against a searing Hindenburg report. Investors who bought shares would have &#34;one of the funnest rides they&#39;ve ever had,&#34; Milton told me. I recommended that readers &#34;sit this fun ride out.&#34; Shares are down 99%. Milton was sentenced late last year to four years in prison for securities and wire fraud.</p><p>In May of last year, Hindenburg issued a report arguing that the unit price of publicly traded Icahn Enterprises was &#34;inflated by 75%.&#34; It&#39;s down 74%.</p><p>Hindenburg&#39;s latest turd blossom, dated this past Tuesday, alleges that it has found &#34;glaring accounting red flags&#34; at Super Micro, including &#34;evidence of undisclosed related-party transactions.&#34; Super Micro hasn&#39;t commented, but said in a Wednesday filing that it will delay its annual report to assess &#34;the design and operating effectiveness of its internal controls over financial reporting.&#34; Shares have collapsed from a high of over $1,200 in March to a recent $440.</p><p>Let&#39;s put aside the merits of Hindenburg&#39;s specific claims and check in with a guy who turned bearish on Super Micro long before the short attack, to look for clues on avoiding other stock blowups. Mehdi Hosseini at Susquehanna Financial Group studied electrical engineering and designed chips for National Semiconductor, now part of Texas Instruments, before becoming a stock analyst. He has been following Super Micro since 2013, and says his Sell call late last year was early, but also that the company hasn&#39;t been trading on fundamentals. &#34;This is a meme stock,&#34; he says.</p><p>Super Micro says it &#34;delivers the broadest selection of AI systems and solutions,&#34; which sounds like an ideal fit for the moment. But then, I can claim truthfully, more or less, that in my 20s, I made my own computer. What I really did was assemble one using plug-and-play parts recommended on some website for cash-strapped nerds. The job took 45 minutes and a screwdriver.</p><p>I&#39;m not saying that I know as much as Super Micro. I&#39;m saying that Nvidia knows a heck of a lot more, and it&#39;s not really a subjective matter. It&#39;s a matter of using research-and-development spending as a proxy for smarts. Preliminary results for Super Micro&#39;s latest fiscal year show R&amp;D of $348 million, or 2% of revenue, versus Nvidia&#39;s more than $6 billion, or 10% of revenue. These two companies don&#39;t bring nearly the same thing to the AI arms race.</p><p>Super Micro makes computer systems using its own brand of boxes with key innards from other manufacturers. A partnership with Nvidia made it an AI stock darling. But most of the innovation occurs &#34;upstream,&#34; with Nvidia and its chip-making partner Taiwan Semiconductor, says Hosseini. &#34;Super Micro doesn&#39;t really do the innovation,&#34; he says. &#34;They are a contract manufacturer with willingness to commit working capital.&#34; In other words, Super Micro pays upfront for memory, storage, cases, screws, and whatever else is needed for a partner like Nvidia to sell more high-value chips. It&#39;s a relatively weak hand that limits pricing power. It&#39;s also expensive during periods of extreme growth.</p><p>In Super Micro&#39;s latest fiscal year, its revenue doubled to $14.9 billion, judging by preliminary, not official, really-don&#39;t-rely-too-heavily-on-these-yet results. Earnings were seemingly robust, at $1.34 billion. But free cash flow was negative by $2.6 billion. &#34;Would It Take Another $2B+ of FCF Burn to Double Rev Again?!&#34; asked Hosseini in the title of an Aug. 7 investor note. Super Micro raised funds this year by issuing convertible bonds and shares, and might have to raise more, he wrote.</p><p>Earnings and free cash flow are meant to measure roughly the same thing over time. It&#39;s just that earnings pretend that the timing of revenue matches up neatly with the timing of associated costs, to make it easy for stock investors to compare the two. With free cash flow, there&#39;s no pretending. Nearly 30 years ago, a landmark accounting study found that companies with high &#34;accruals&#34; -- think high earnings and low free cash flow -- go on to produce poor stock returns, on average. More recent studies suggest this &#34;accrual anomaly&#34; has weakened, perhaps because it has been traded away by hedge funds exploiting it.</p><p>But free cash flow is still a useful check on earnings. Maybe a frequent cash burner is making a daredevil bet on growth that will pay off marvelously, as it did for Netflix. But maybe not.</p><p>If the Super Micro selloff tempts, Hosseini says to set aside the accusations and judge matters, for now, by what is known. The company was delisted by Nasdaq in 2018 for delayed financial reporting, and restated results the following year. Some executives from then have been rehired. The founder is both chief executive and chairman, limiting board independence.</p><p>Also, &#34;customers may abandon this partner because of these irregularities,&#34; Hosseini says. In other words, Hindenburg could be a disaster for revenue no matter what we learn about its claims.</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>A Short-Seller Tanks Super Micro Stock. The AI Highflier Has Bigger Problems</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\">\nA Short-Seller Tanks Super Micro Stock. The AI Highflier Has Bigger Problems\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\">2024-08-30 13:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>In 1937, seven million cubic feet of contained hydrogen ignited over Manchester Township, N.J., bringing down a German airship the size of a football field in half a minute as nearby movie cameras whirred. &#34;This is the worst thing I&#39;ve ever witnessed,&#34; said one broadcaster.</p><p>The vessel&#39;s name, Hindenburg, never caught on as a popular brand, as you might imagine. There&#39;s no Hindenburg peanut butter or antacid tablets. You surely wouldn&#39;t want the name for an investment business. Unless you&#39;re a short seller. This unusual breed bets against stocks, and then publishes reports convincing others that those stocks are unrelenting disasters. A short seller would object to naming his firm for the Titanic on the grounds that there were 706 survivors.</p><p>And so it is that there&#39;s a short seller called Hindenburg Research that has gone after an artificial-intelligence highflier called Super Micro Computer. It isn&#39;t super for Super, because apart from Hindenburg&#39;s name, there&#39;s its record. Four years ago in this column, I reported on my conversation with Trevor Milton, founder of clean energy big-rig start-up Nikola, which was pushing back against a searing Hindenburg report. Investors who bought shares would have &#34;one of the funnest rides they&#39;ve ever had,&#34; Milton told me. I recommended that readers &#34;sit this fun ride out.&#34; Shares are down 99%. Milton was sentenced late last year to four years in prison for securities and wire fraud.</p><p>In May of last year, Hindenburg issued a report arguing that the unit price of publicly traded Icahn Enterprises was &#34;inflated by 75%.&#34; It&#39;s down 74%.</p><p>Hindenburg&#39;s latest turd blossom, dated this past Tuesday, alleges that it has found &#34;glaring accounting red flags&#34; at Super Micro, including &#34;evidence of undisclosed related-party transactions.&#34; Super Micro hasn&#39;t commented, but said in a Wednesday filing that it will delay its annual report to assess &#34;the design and operating effectiveness of its internal controls over financial reporting.&#34; Shares have collapsed from a high of over $1,200 in March to a recent $440.</p><p>Let&#39;s put aside the merits of Hindenburg&#39;s specific claims and check in with a guy who turned bearish on Super Micro long before the short attack, to look for clues on avoiding other stock blowups. Mehdi Hosseini at Susquehanna Financial Group studied electrical engineering and designed chips for National Semiconductor, now part of Texas Instruments, before becoming a stock analyst. He has been following Super Micro since 2013, and says his Sell call late last year was early, but also that the company hasn&#39;t been trading on fundamentals. &#34;This is a meme stock,&#34; he says.</p><p>Super Micro says it &#34;delivers the broadest selection of AI systems and solutions,&#34; which sounds like an ideal fit for the moment. But then, I can claim truthfully, more or less, that in my 20s, I made my own computer. What I really did was assemble one using plug-and-play parts recommended on some website for cash-strapped nerds. The job took 45 minutes and a screwdriver.</p><p>I&#39;m not saying that I know as much as Super Micro. I&#39;m saying that Nvidia knows a heck of a lot more, and it&#39;s not really a subjective matter. It&#39;s a matter of using research-and-development spending as a proxy for smarts. Preliminary results for Super Micro&#39;s latest fiscal year show R&amp;D of $348 million, or 2% of revenue, versus Nvidia&#39;s more than $6 billion, or 10% of revenue. These two companies don&#39;t bring nearly the same thing to the AI arms race.</p><p>Super Micro makes computer systems using its own brand of boxes with key innards from other manufacturers. A partnership with Nvidia made it an AI stock darling. But most of the innovation occurs &#34;upstream,&#34; with Nvidia and its chip-making partner Taiwan Semiconductor, says Hosseini. &#34;Super Micro doesn&#39;t really do the innovation,&#34; he says. &#34;They are a contract manufacturer with willingness to commit working capital.&#34; In other words, Super Micro pays upfront for memory, storage, cases, screws, and whatever else is needed for a partner like Nvidia to sell more high-value chips. It&#39;s a relatively weak hand that limits pricing power. It&#39;s also expensive during periods of extreme growth.</p><p>In Super Micro&#39;s latest fiscal year, its revenue doubled to $14.9 billion, judging by preliminary, not official, really-don&#39;t-rely-too-heavily-on-these-yet results. Earnings were seemingly robust, at $1.34 billion. But free cash flow was negative by $2.6 billion. &#34;Would It Take Another $2B+ of FCF Burn to Double Rev Again?!&#34; asked Hosseini in the title of an Aug. 7 investor note. Super Micro raised funds this year by issuing convertible bonds and shares, and might have to raise more, he wrote.</p><p>Earnings and free cash flow are meant to measure roughly the same thing over time. It&#39;s just that earnings pretend that the timing of revenue matches up neatly with the timing of associated costs, to make it easy for stock investors to compare the two. With free cash flow, there&#39;s no pretending. Nearly 30 years ago, a landmark accounting study found that companies with high &#34;accruals&#34; -- think high earnings and low free cash flow -- go on to produce poor stock returns, on average. More recent studies suggest this &#34;accrual anomaly&#34; has weakened, perhaps because it has been traded away by hedge funds exploiting it.</p><p>But free cash flow is still a useful check on earnings. Maybe a frequent cash burner is making a daredevil bet on growth that will pay off marvelously, as it did for Netflix. But maybe not.</p><p>If the Super Micro selloff tempts, Hosseini says to set aside the accusations and judge matters, for now, by what is known. The company was delisted by Nasdaq in 2018 for delayed financial reporting, and restated results the following year. Some executives from then have been rehired. The founder is both chief executive and chairman, limiting board independence.</p><p>Also, &#34;customers may abandon this partner because of these irregularities,&#34; Hosseini says. In other words, Hindenburg could be a disaster for revenue no matter what we learn about its claims.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4512":"苹果概念","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4550":"红杉资本持仓","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","SMCI":"超微电脑","BK4170":"电脑硬件、储存设备及电脑周边","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0109392836.USD":"富兰克林科技股A","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4529":"IDC概念","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4555":"新能源车","BK4585":"ETF&股票定投概念","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4587":"ChatGPT概念","BK4149":"建筑机械与重型卡车","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4551":"寇图资本持仓","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4554":"元宇宙及AR概念","BK4588":"碎股","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","BK4579":"人工智能","BK4141":"半导体产品","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4527":"明星科技股","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2463220010","content_text":"In 1937, seven million cubic feet of contained hydrogen ignited over Manchester Township, N.J., bringing down a German airship the size of a football field in half a minute as nearby movie cameras whirred. \"This is the worst thing I've ever witnessed,\" said one broadcaster.The vessel's name, Hindenburg, never caught on as a popular brand, as you might imagine. There's no Hindenburg peanut butter or antacid tablets. You surely wouldn't want the name for an investment business. Unless you're a short seller. This unusual breed bets against stocks, and then publishes reports convincing others that those stocks are unrelenting disasters. A short seller would object to naming his firm for the Titanic on the grounds that there were 706 survivors.And so it is that there's a short seller called Hindenburg Research that has gone after an artificial-intelligence highflier called Super Micro Computer. It isn't super for Super, because apart from Hindenburg's name, there's its record. Four years ago in this column, I reported on my conversation with Trevor Milton, founder of clean energy big-rig start-up Nikola, which was pushing back against a searing Hindenburg report. Investors who bought shares would have \"one of the funnest rides they've ever had,\" Milton told me. I recommended that readers \"sit this fun ride out.\" Shares are down 99%. Milton was sentenced late last year to four years in prison for securities and wire fraud.In May of last year, Hindenburg issued a report arguing that the unit price of publicly traded Icahn Enterprises was \"inflated by 75%.\" It's down 74%.Hindenburg's latest turd blossom, dated this past Tuesday, alleges that it has found \"glaring accounting red flags\" at Super Micro, including \"evidence of undisclosed related-party transactions.\" Super Micro hasn't commented, but said in a Wednesday filing that it will delay its annual report to assess \"the design and operating effectiveness of its internal controls over financial reporting.\" Shares have collapsed from a high of over $1,200 in March to a recent $440.Let's put aside the merits of Hindenburg's specific claims and check in with a guy who turned bearish on Super Micro long before the short attack, to look for clues on avoiding other stock blowups. Mehdi Hosseini at Susquehanna Financial Group studied electrical engineering and designed chips for National Semiconductor, now part of Texas Instruments, before becoming a stock analyst. He has been following Super Micro since 2013, and says his Sell call late last year was early, but also that the company hasn't been trading on fundamentals. \"This is a meme stock,\" he says.Super Micro says it \"delivers the broadest selection of AI systems and solutions,\" which sounds like an ideal fit for the moment. But then, I can claim truthfully, more or less, that in my 20s, I made my own computer. What I really did was assemble one using plug-and-play parts recommended on some website for cash-strapped nerds. The job took 45 minutes and a screwdriver.I'm not saying that I know as much as Super Micro. I'm saying that Nvidia knows a heck of a lot more, and it's not really a subjective matter. It's a matter of using research-and-development spending as a proxy for smarts. Preliminary results for Super Micro's latest fiscal year show R&D of $348 million, or 2% of revenue, versus Nvidia's more than $6 billion, or 10% of revenue. These two companies don't bring nearly the same thing to the AI arms race.Super Micro makes computer systems using its own brand of boxes with key innards from other manufacturers. A partnership with Nvidia made it an AI stock darling. But most of the innovation occurs \"upstream,\" with Nvidia and its chip-making partner Taiwan Semiconductor, says Hosseini. \"Super Micro doesn't really do the innovation,\" he says. \"They are a contract manufacturer with willingness to commit working capital.\" In other words, Super Micro pays upfront for memory, storage, cases, screws, and whatever else is needed for a partner like Nvidia to sell more high-value chips. It's a relatively weak hand that limits pricing power. It's also expensive during periods of extreme growth.In Super Micro's latest fiscal year, its revenue doubled to $14.9 billion, judging by preliminary, not official, really-don't-rely-too-heavily-on-these-yet results. Earnings were seemingly robust, at $1.34 billion. But free cash flow was negative by $2.6 billion. \"Would It Take Another $2B+ of FCF Burn to Double Rev Again?!\" asked Hosseini in the title of an Aug. 7 investor note. Super Micro raised funds this year by issuing convertible bonds and shares, and might have to raise more, he wrote.Earnings and free cash flow are meant to measure roughly the same thing over time. It's just that earnings pretend that the timing of revenue matches up neatly with the timing of associated costs, to make it easy for stock investors to compare the two. With free cash flow, there's no pretending. Nearly 30 years ago, a landmark accounting study found that companies with high \"accruals\" -- think high earnings and low free cash flow -- go on to produce poor stock returns, on average. More recent studies suggest this \"accrual anomaly\" has weakened, perhaps because it has been traded away by hedge funds exploiting it.But free cash flow is still a useful check on earnings. Maybe a frequent cash burner is making a daredevil bet on growth that will pay off marvelously, as it did for Netflix. But maybe not.If the Super Micro selloff tempts, Hosseini says to set aside the accusations and judge matters, for now, by what is known. The company was delisted by Nasdaq in 2018 for delayed financial reporting, and restated results the following year. Some executives from then have been rehired. The founder is both chief executive and chairman, limiting board independence.Also, \"customers may abandon this partner because of these irregularities,\" Hosseini says. In other words, Hindenburg could be a disaster for revenue no matter what we learn about its claims.","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":322690872995912,"gmtCreate":1719812311115,"gmtModify":1719812314420,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/322690872995912","repostId":"2447684671","repostType":2,"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316050696806696,"gmtCreate":1718177616652,"gmtModify":1718177621117,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Ov","listText":"Ov","text":"Ov","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316050696806696","repostId":"1126426527","repostType":2,"repost":{"id":"1126426527","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":1718175600,"share":"https://ttm.financial/m/news/1126426527?lang=&edition=fundamental","pubTime":"2024-06-12 15:00","market":"us","language":"en","title":"What Happens to Tesla Stock If Shareholders Reject Musk’s Pay","url":"https://stock-news.laohu8.com/highlight/detail?id=1126426527","media":"Dow Jones","summary":"The world is about to find out if Tesla shareholders reapproved a $56 billion pay package for CEO Elon Musk. And one analyst is now suggesting that it won’t pass—leading to more downside for the stock","content":"<html><head></head><body><p>The world is about to find out if Tesla shareholders reapproved a $56 billion pay package for CEO Elon Musk. And one analyst is now suggesting that it won’t pass—leading to more downside for the stock.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8c93ab07780f7ba101772e37b9a409f9\" alt=\"Tesla’s 2024 annual meeting is June 13. On thing shareholders are voting on is to reapprove a $56 billion compensation package for CEO Elon Musk.\" title=\"Tesla’s 2024 annual meeting is June 13. On thing shareholders are voting on is to reapprove a $56 billion compensation package for CEO Elon Musk.\" tg-width=\"930\" tg-height=\"648\"/><span>Tesla’s 2024 annual meeting is June 13. On thing shareholders are voting on is to reapprove a $56 billion compensation package for CEO Elon Musk.</span></p><p style=\"text-align: start;\">Shareholders of the electric vehicle maker are reconsidering Musk’s 2018 CEO performance award, which was approved by more than 70% of shareholders in 2018 and gave him some 300 million incentive-laden stock options. A Delaware judge, however, voided the pay package in January citing inadequate disclosures made to Tesla investors. Tesla’s board put the same package up for another vote with new disclosures.</p><p>Most of the votes will be tallied on June 13 at Tesla’s annual shareholder meeting.</p><p>Monday, Bernstein analyst Toni Sacconaghi wrote that shareholders are unlikely to approve the pay package. He believes that institutional investors who control 25% of the vote will follow the no-vote recommendation of proxy advisors ISS and Glass Lewis. (In 2018, both had also recommended voting against the deal.)</p><p>By his math, with 25% of no votes, for Musk to get his package, three-quarters of the remaining votes likely to be cast would have to be in favor. That would seem to be a reach.</p><p>Sacconaghi sees shares slipping more than 5% if the final vote is no. He rates Tesla stock at Sell and has a $120 price target.</p><p>That might understate the move. Options markets imply Tesla stock will move about 7%, up or down, following the vote. Options markets also imply that the drop will likely be more severe than the gain.</p><p>That makes some sense. Aside from Sacconaghi, most analysts have said the vote will probably pass, which means some vote optimism is embedded in shares.</p><p>Technical analysts Frank Cappelleri of CappThesis and Katie Stockton of Fairlead Strategies both point out that Tesla stock has been hovering near its 50-day moving average. A move below that price level brings $150 into play, or roughly $25 below recent trades. That level probably represents maximum pain for investors in a no-vote scenario.</p><p>One interested party thinks getting the pay package approved isn’t as difficult as Sacconaghi believes. Musk tweeted Saturday that “roughly 90%” of retail shareholders had voted in favor of his compensation package. That would be significant because about 45% of shares available for trading that aren’t held by Tesla insiders including Musk are owned by retail shareholders, according to Bloomberg.</p><p>If Musk’s tally is correct, only about one in five institutional votes would have to be in favor for him to get his compensation package.</p><p>It’s a question of how the institutional votes will shake out. Calpers and Norway’s sovereign-wealth fund are against the deal, but Baron Capital and ARK Invest are in favor.</p><p>There are vocal shareholders and analysts on both sides. Sacconaghi’s prediction for a no vote is countered by Morgan Stanley analyst Adam Jonas who sees a yes. Jonas says surveyed clients expected a yes vote by a two-to-one ratio.</p><p style=\"text-align: start;\">Jonas rates Tesla stock at Buy with a $310 price target. Wedbush analyst Dan Ives also has a Buy rating, and a $275 price target.</p><p style=\"text-align: start;\">Ives wrote this past week that a yes vote is more likely. “This issue has been an overhang on Tesla’s stock and this will be important to move this distraction in the rearview mirror.”</p><p style=\"text-align: start;\">Overhang might be an understatement. If the package is voted down, the board would have to figure out a new way to compensate Musk, and shareholders would have to vote on CEO compensation all over again. More important, Musk’s reaction to a no-vote can’t be predicted.</p><p style=\"text-align: start;\">Coming into Monday trading, Tesla stock was down about 29% so far this year, underperforming the Nasdaq Composite by about 43 percentage points.</p><p style=\"text-align: start;\">Musk’s compensation isn’t the only thing weighing on investor sentiment. Slowing EV sales growth resulted in lower delivery and earnings estimates for the EV giant.</p><p style=\"text-align: start;\">Tesla stock dropped 1.8% on Tuesday at $170.66 while the S&amp;P 500 and Nasdaq Composite rose 0.3% and 0.9%, respectively.</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>What Happens to Tesla Stock If Shareholders Reject Musk’s Pay</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\">\nWhat Happens to Tesla Stock If Shareholders Reject Musk’s Pay\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\">2024-06-12 15:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The world is about to find out if Tesla shareholders reapproved a $56 billion pay package for CEO Elon Musk. And one analyst is now suggesting that it won’t pass—leading to more downside for the stock.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8c93ab07780f7ba101772e37b9a409f9\" alt=\"Tesla’s 2024 annual meeting is June 13. On thing shareholders are voting on is to reapprove a $56 billion compensation package for CEO Elon Musk.\" title=\"Tesla’s 2024 annual meeting is June 13. On thing shareholders are voting on is to reapprove a $56 billion compensation package for CEO Elon Musk.\" tg-width=\"930\" tg-height=\"648\"/><span>Tesla’s 2024 annual meeting is June 13. On thing shareholders are voting on is to reapprove a $56 billion compensation package for CEO Elon Musk.</span></p><p style=\"text-align: start;\">Shareholders of the electric vehicle maker are reconsidering Musk’s 2018 CEO performance award, which was approved by more than 70% of shareholders in 2018 and gave him some 300 million incentive-laden stock options. A Delaware judge, however, voided the pay package in January citing inadequate disclosures made to Tesla investors. Tesla’s board put the same package up for another vote with new disclosures.</p><p>Most of the votes will be tallied on June 13 at Tesla’s annual shareholder meeting.</p><p>Monday, Bernstein analyst Toni Sacconaghi wrote that shareholders are unlikely to approve the pay package. He believes that institutional investors who control 25% of the vote will follow the no-vote recommendation of proxy advisors ISS and Glass Lewis. (In 2018, both had also recommended voting against the deal.)</p><p>By his math, with 25% of no votes, for Musk to get his package, three-quarters of the remaining votes likely to be cast would have to be in favor. That would seem to be a reach.</p><p>Sacconaghi sees shares slipping more than 5% if the final vote is no. He rates Tesla stock at Sell and has a $120 price target.</p><p>That might understate the move. Options markets imply Tesla stock will move about 7%, up or down, following the vote. Options markets also imply that the drop will likely be more severe than the gain.</p><p>That makes some sense. Aside from Sacconaghi, most analysts have said the vote will probably pass, which means some vote optimism is embedded in shares.</p><p>Technical analysts Frank Cappelleri of CappThesis and Katie Stockton of Fairlead Strategies both point out that Tesla stock has been hovering near its 50-day moving average. A move below that price level brings $150 into play, or roughly $25 below recent trades. That level probably represents maximum pain for investors in a no-vote scenario.</p><p>One interested party thinks getting the pay package approved isn’t as difficult as Sacconaghi believes. Musk tweeted Saturday that “roughly 90%” of retail shareholders had voted in favor of his compensation package. That would be significant because about 45% of shares available for trading that aren’t held by Tesla insiders including Musk are owned by retail shareholders, according to Bloomberg.</p><p>If Musk’s tally is correct, only about one in five institutional votes would have to be in favor for him to get his compensation package.</p><p>It’s a question of how the institutional votes will shake out. Calpers and Norway’s sovereign-wealth fund are against the deal, but Baron Capital and ARK Invest are in favor.</p><p>There are vocal shareholders and analysts on both sides. Sacconaghi’s prediction for a no vote is countered by Morgan Stanley analyst Adam Jonas who sees a yes. Jonas says surveyed clients expected a yes vote by a two-to-one ratio.</p><p style=\"text-align: start;\">Jonas rates Tesla stock at Buy with a $310 price target. Wedbush analyst Dan Ives also has a Buy rating, and a $275 price target.</p><p style=\"text-align: start;\">Ives wrote this past week that a yes vote is more likely. “This issue has been an overhang on Tesla’s stock and this will be important to move this distraction in the rearview mirror.”</p><p style=\"text-align: start;\">Overhang might be an understatement. If the package is voted down, the board would have to figure out a new way to compensate Musk, and shareholders would have to vote on CEO compensation all over again. More important, Musk’s reaction to a no-vote can’t be predicted.</p><p style=\"text-align: start;\">Coming into Monday trading, Tesla stock was down about 29% so far this year, underperforming the Nasdaq Composite by about 43 percentage points.</p><p style=\"text-align: start;\">Musk’s compensation isn’t the only thing weighing on investor sentiment. Slowing EV sales growth resulted in lower delivery and earnings estimates for the EV giant.</p><p style=\"text-align: start;\">Tesla stock dropped 1.8% on Tuesday at $170.66 while the S&amp;P 500 and Nasdaq Composite rose 0.3% and 0.9%, respectively.</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":"1126426527","content_text":"The world is about to find out if Tesla shareholders reapproved a $56 billion pay package for CEO Elon Musk. And one analyst is now suggesting that it won’t pass—leading to more downside for the stock.Tesla’s 2024 annual meeting is June 13. On thing shareholders are voting on is to reapprove a $56 billion compensation package for CEO Elon Musk.Shareholders of the electric vehicle maker are reconsidering Musk’s 2018 CEO performance award, which was approved by more than 70% of shareholders in 2018 and gave him some 300 million incentive-laden stock options. A Delaware judge, however, voided the pay package in January citing inadequate disclosures made to Tesla investors. Tesla’s board put the same package up for another vote with new disclosures.Most of the votes will be tallied on June 13 at Tesla’s annual shareholder meeting.Monday, Bernstein analyst Toni Sacconaghi wrote that shareholders are unlikely to approve the pay package. He believes that institutional investors who control 25% of the vote will follow the no-vote recommendation of proxy advisors ISS and Glass Lewis. (In 2018, both had also recommended voting against the deal.)By his math, with 25% of no votes, for Musk to get his package, three-quarters of the remaining votes likely to be cast would have to be in favor. That would seem to be a reach.Sacconaghi sees shares slipping more than 5% if the final vote is no. He rates Tesla stock at Sell and has a $120 price target.That might understate the move. Options markets imply Tesla stock will move about 7%, up or down, following the vote. Options markets also imply that the drop will likely be more severe than the gain.That makes some sense. Aside from Sacconaghi, most analysts have said the vote will probably pass, which means some vote optimism is embedded in shares.Technical analysts Frank Cappelleri of CappThesis and Katie Stockton of Fairlead Strategies both point out that Tesla stock has been hovering near its 50-day moving average. A move below that price level brings $150 into play, or roughly $25 below recent trades. That level probably represents maximum pain for investors in a no-vote scenario.One interested party thinks getting the pay package approved isn’t as difficult as Sacconaghi believes. Musk tweeted Saturday that “roughly 90%” of retail shareholders had voted in favor of his compensation package. That would be significant because about 45% of shares available for trading that aren’t held by Tesla insiders including Musk are owned by retail shareholders, according to Bloomberg.If Musk’s tally is correct, only about one in five institutional votes would have to be in favor for him to get his compensation package.It’s a question of how the institutional votes will shake out. Calpers and Norway’s sovereign-wealth fund are against the deal, but Baron Capital and ARK Invest are in favor.There are vocal shareholders and analysts on both sides. Sacconaghi’s prediction for a no vote is countered by Morgan Stanley analyst Adam Jonas who sees a yes. Jonas says surveyed clients expected a yes vote by a two-to-one ratio.Jonas rates Tesla stock at Buy with a $310 price target. Wedbush analyst Dan Ives also has a Buy rating, and a $275 price target.Ives wrote this past week that a yes vote is more likely. “This issue has been an overhang on Tesla’s stock and this will be important to move this distraction in the rearview mirror.”Overhang might be an understatement. If the package is voted down, the board would have to figure out a new way to compensate Musk, and shareholders would have to vote on CEO compensation all over again. More important, Musk’s reaction to a no-vote can’t be predicted.Coming into Monday trading, Tesla stock was down about 29% so far this year, underperforming the Nasdaq Composite by about 43 percentage points.Musk’s compensation isn’t the only thing weighing on investor sentiment. Slowing EV sales growth resulted in lower delivery and earnings estimates for the EV giant.Tesla stock dropped 1.8% on Tuesday at $170.66 while the S&P 500 and Nasdaq Composite rose 0.3% and 0.9%, respectively.","news_type":1},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314502115569952,"gmtCreate":1717814081048,"gmtModify":1717814085103,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314502115569952","repostId":"2441024095","repostType":2,"repost":{"id":"2441024095","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":1717780338,"share":"https://ttm.financial/m/news/2441024095?lang=&edition=fundamental","pubTime":"2024-06-08 01:12","market":"us","language":"en","title":"GameStop Tumbles 40% as \"Roaring Kitty\" Trader Says Little New About Retailer on Livestream","url":"https://stock-news.laohu8.com/highlight/detail?id=2441024095","media":"Reuters","summary":"GameStop stock influencer Keith Gill, known as \"Roaring Kitty,\" kicked off his first livestream in three years on Friday as the videogame retailer's shares dropped around 24 per cent in volatile tradi","content":"<html><head></head><body><p>Keith Gill, better known as “Roaring Kitty” on X and YouTube and as “Deep-------Value” on Reddit, hosted his first livestream since the meme stock craze that took place three years ago.</p><p style=\"text-align: start;\">Shares of GameStop were halted multiple times during his stream, which began 25 minutes after the scheduled 12 p.m. ET time. The stock was last down nearly 40% on the day.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d76b6ace1ca860623e631e97cd087a98\" title=\"\" tg-width=\"817\" tg-height=\"835\"/></p><p>Shares of GameStop, which also reported its quarterly results four days ahead of schedule on Friday, shot up nearly 50 per cent the day before after Gill, the key figure behind an eye-popping rally in the struggling company&#39;s stock in 2021, posted on YouTube about the upcoming livestream.</p><p>On the livestream, Gill said he was confident in GameStop billionaire CEO Ryan Cohen.</p><p>&#34;I believe this guy,&#34; he said about Cohen. &#34;It&#39;s kind of based on feeling.&#34;</p><p>GameStop is “right-sizing” the ship and cutting costs to stabilize the legacy business and “now it’s all about the transformation,” he said.</p><p>The company said it would sell up to 75 million shares, but did not respond to a request for more details on the timing of the capital raise and the reason for the early release of its earnings report.</p><p>&#34;There&#39;s an old saying: feed the ducks while they&#39;re quacking and certainly the ducks are quacking very loudly for GME right now,&#34; said Steve Sosnick, chief market analyst at Interactive Brokers.</p><p>&#34;That&#39;s part of the reason why the company pushed its earnings date forward, because there were rules against selling stock ahead of a major corporate announcement like earnings.&#34;</p><p>A spokesperson for the U.S. Securities and Exchange Commission declined to comment on whether it was reviewing the share sale.</p><p>In 2021, Gill&#39;s championing of GameStop helped its shares rally by as much as 1,600 per cent before they tumbled. He won a cult-like following among some investors and notoriety with others.</p><p>Gill has helped attract a flood of retail cash to the beleaguered bricks-and-mortar retailer with his bullish case on <a href=\"https://laohu8.com/S/RDDT\">Reddit</a> posts and YouTube streams where he often appeared wearing a bright red pirate bandana.</p><p>But after drawing congressional and regulatory scrutiny for his role in the extraordinary saga, Gill quickly disappeared, albeit much richer thanks to his GameStop investment, which at one point touched $48 million in value.</p><p>His apparent return has sent GameStop shares soaring in recent weeks. They rose nearly 150 per cent since May 13, when an account on X linked to Gill began posting memes that some investors viewed as a sign of him being bullish on the company.</p><p>Just last month, GameStop said it made more than $900 million by selling 45 million shares as it took advantage of the revival meme-stocks rally.</p><p>&#34;Strike while the iron is hot. AMC was applauded for making use of their stock price surge to clean up its balance sheet, so it&#39;s not surprising that GameStop would take a page from their playbook,&#34; said Brian Jacobsen, chief economist at Annex Wealth Management.</p><p>Theater chain AMC Entertainment, also a retail darling, completed a $250 million &#34;at-the-market&#34; share saleduring the meme-stock craze last month.</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>GameStop Tumbles 40% as \"Roaring Kitty\" Trader Says Little New About Retailer on Livestream</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\">\nGameStop Tumbles 40% as \"Roaring Kitty\" Trader Says Little New About Retailer on Livestream\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\">2024-06-08 01:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Keith Gill, better known as “Roaring Kitty” on X and YouTube and as “Deep-------Value” on Reddit, hosted his first livestream since the meme stock craze that took place three years ago.</p><p style=\"text-align: start;\">Shares of GameStop were halted multiple times during his stream, which began 25 minutes after the scheduled 12 p.m. ET time. The stock was last down nearly 40% on the day.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d76b6ace1ca860623e631e97cd087a98\" title=\"\" tg-width=\"817\" tg-height=\"835\"/></p><p>Shares of GameStop, which also reported its quarterly results four days ahead of schedule on Friday, shot up nearly 50 per cent the day before after Gill, the key figure behind an eye-popping rally in the struggling company&#39;s stock in 2021, posted on YouTube about the upcoming livestream.</p><p>On the livestream, Gill said he was confident in GameStop billionaire CEO Ryan Cohen.</p><p>&#34;I believe this guy,&#34; he said about Cohen. &#34;It&#39;s kind of based on feeling.&#34;</p><p>GameStop is “right-sizing” the ship and cutting costs to stabilize the legacy business and “now it’s all about the transformation,” he said.</p><p>The company said it would sell up to 75 million shares, but did not respond to a request for more details on the timing of the capital raise and the reason for the early release of its earnings report.</p><p>&#34;There&#39;s an old saying: feed the ducks while they&#39;re quacking and certainly the ducks are quacking very loudly for GME right now,&#34; said Steve Sosnick, chief market analyst at Interactive Brokers.</p><p>&#34;That&#39;s part of the reason why the company pushed its earnings date forward, because there were rules against selling stock ahead of a major corporate announcement like earnings.&#34;</p><p>A spokesperson for the U.S. Securities and Exchange Commission declined to comment on whether it was reviewing the share sale.</p><p>In 2021, Gill&#39;s championing of GameStop helped its shares rally by as much as 1,600 per cent before they tumbled. He won a cult-like following among some investors and notoriety with others.</p><p>Gill has helped attract a flood of retail cash to the beleaguered bricks-and-mortar retailer with his bullish case on <a href=\"https://laohu8.com/S/RDDT\">Reddit</a> posts and YouTube streams where he often appeared wearing a bright red pirate bandana.</p><p>But after drawing congressional and regulatory scrutiny for his role in the extraordinary saga, Gill quickly disappeared, albeit much richer thanks to his GameStop investment, which at one point touched $48 million in value.</p><p>His apparent return has sent GameStop shares soaring in recent weeks. They rose nearly 150 per cent since May 13, when an account on X linked to Gill began posting memes that some investors viewed as a sign of him being bullish on the company.</p><p>Just last month, GameStop said it made more than $900 million by selling 45 million shares as it took advantage of the revival meme-stocks rally.</p><p>&#34;Strike while the iron is hot. AMC was applauded for making use of their stock price surge to clean up its balance sheet, so it&#39;s not surprising that GameStop would take a page from their playbook,&#34; said Brian Jacobsen, chief economist at Annex Wealth Management.</p><p>Theater chain AMC Entertainment, also a retail darling, completed a $250 million &#34;at-the-market&#34; share saleduring the meme-stock craze last month.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4577":"网络游戏","BK4547":"WSB热门概念","BK4588":"碎股","BK4076":"电脑与电子产品零售","GME":"游戏驿站"},"source_url":"https://www.channelnewsasia.com/business/gamestop-slumps-roaring-kitty-kicks-livestream-4394741","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2441024095","content_text":"Keith Gill, better known as “Roaring Kitty” on X and YouTube and as “Deep-------Value” on Reddit, hosted his first livestream since the meme stock craze that took place three years ago.Shares of GameStop were halted multiple times during his stream, which began 25 minutes after the scheduled 12 p.m. ET time. The stock was last down nearly 40% on the day.Shares of GameStop, which also reported its quarterly results four days ahead of schedule on Friday, shot up nearly 50 per cent the day before after Gill, the key figure behind an eye-popping rally in the struggling company's stock in 2021, posted on YouTube about the upcoming livestream.On the livestream, Gill said he was confident in GameStop billionaire CEO Ryan Cohen.\"I believe this guy,\" he said about Cohen. \"It's kind of based on feeling.\"GameStop is “right-sizing” the ship and cutting costs to stabilize the legacy business and “now it’s all about the transformation,” he said.The company said it would sell up to 75 million shares, but did not respond to a request for more details on the timing of the capital raise and the reason for the early release of its earnings report.\"There's an old saying: feed the ducks while they're quacking and certainly the ducks are quacking very loudly for GME right now,\" said Steve Sosnick, chief market analyst at Interactive Brokers.\"That's part of the reason why the company pushed its earnings date forward, because there were rules against selling stock ahead of a major corporate announcement like earnings.\"A spokesperson for the U.S. Securities and Exchange Commission declined to comment on whether it was reviewing the share sale.In 2021, Gill's championing of GameStop helped its shares rally by as much as 1,600 per cent before they tumbled. He won a cult-like following among some investors and notoriety with others.Gill has helped attract a flood of retail cash to the beleaguered bricks-and-mortar retailer with his bullish case on Reddit posts and YouTube streams where he often appeared wearing a bright red pirate bandana.But after drawing congressional and regulatory scrutiny for his role in the extraordinary saga, Gill quickly disappeared, albeit much richer thanks to his GameStop investment, which at one point touched $48 million in value.His apparent return has sent GameStop shares soaring in recent weeks. They rose nearly 150 per cent since May 13, when an account on X linked to Gill began posting memes that some investors viewed as a sign of him being bullish on the company.Just last month, GameStop said it made more than $900 million by selling 45 million shares as it took advantage of the revival meme-stocks rally.\"Strike while the iron is hot. AMC was applauded for making use of their stock price surge to clean up its balance sheet, so it's not surprising that GameStop would take a page from their playbook,\" said Brian Jacobsen, chief economist at Annex Wealth Management.Theater chain AMC Entertainment, also a retail darling, completed a $250 million \"at-the-market\" share saleduring the meme-stock craze last month.","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":313597032947736,"gmtCreate":1717567450880,"gmtModify":1717570274558,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/313597032947736","repostId":"2441180232","repostType":2,"repost":{"id":"2441180232","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":1717559139,"share":"https://ttm.financial/m/news/2441180232?lang=&edition=fundamental","pubTime":"2024-06-05 11:45","market":"us","language":"en","title":"EXCLUSIVE-Former Meta engineer sues company saying he was fired over handling of Gaza content","url":"https://stock-news.laohu8.com/highlight/detail?id=2441180232","media":"Reuters","summary":"By Katie Paul and Jessica DiNapoli      NEW YORK, June 4 (Reuters) - A former Meta    engineer on Tuesday accused the company of bias in its handling of content related to the war in Gaza, claiming in","content":"<html><body><p>By Katie Paul and Jessica DiNapoli</p><p>      NEW YORK, June 4 (Reuters) - A former Meta    engineer on Tuesday accused the company of bias in its handling of content related to the war in Gaza, claiming in a lawsuit that Meta fired him for trying to help fix bugs causing the suppression of Palestinian Instagram posts.</p><p>   Ferras Hamad, a Palestinian-American engineer who had been on Meta's machine learning team since 2021, sued the social media giant in a California state court for discrimination, wrongful termination and other wrongdoing over his February dismissal.</p><p>   In the complaint, Hamad accused Meta of a pattern of bias against Palestinians, saying the company deleted internal employee communications that mentioned the deaths of their relatives in Gaza and conducted investigations into their use of the Palestinian flag emoji.</p><p>   The company launched no such investigations for employees posting Israeli or Ukrainian flag emojis in similar contexts, according to the lawsuit.</p><p>   Meta did not immediately respond to a Reuters request for comment on Hamad's allegations.</p><p>   Hamad's claims reflect long-standing criticisms by human rights groups over Meta's performance moderating the content posted to its platforms about Israel and the Palestinian territories, including in an external investigation the company commissioned in 2021.</p><p>   Conflict erupted in Gaza after Hamas militants attacked inside Israel on Oct. 7, killing 1,200 people and taking over 250 people hostage according to Israeli tallies. Israel in response launched an offensive in Gaza that has killed more then 36,000 people, according to Gaza health officials, and triggered a humanitarian crisis. </p><p>   Since the outbreak of war last year, the company has faced accusations that it was suppressing expressions of support for Palestinians living amid the war.</p><p>   Nearly 200 Meta employees raised similar concerns in an open letter to Chief Executive Mark Zuckerberg and other leaders earlier this year.</p><p>   Hamad said his firing appeared to stem from an incident in December involving an emergency procedure designed to troubleshoot severe problems with the company's platforms, known within Meta as a SEV or \"site event\".</p><p>   He had noted procedural irregularities in the handling of an SEV related to restrictions on content posted by Palestinian Instagram personalities that prevented the posts from appearing in searches and feeds, the complaint said.</p><p>   In one case, the complaint alleged, he found that a short video posted by Palestinian photojournalist Motaz Azaiza had been misclassified as pornographic even though it showed a destroyed building in Gaza. </p><p>   Hamad said he received conflicting guidance from other employees about the status of the SEV and whether he was authorized to help resolve it, though he had worked on similarly sensitive SEVs before, including ones related to Israel, Gaza and Ukraine. His manager later confirmed in writing that the SEV was part of his job function, he said.</p><p>   The next month, after a Meta representative told him he was the subject of an investigation, Hamad filed an internal discrimination complaint and days later was fired, he said.</p><p>   Hamad said Meta told him he was fired for violating a policy barring employees from working on issues with accounts of people they know personally, referring to Azaiza, the photojouralist. Hamad said he had no personal connection to Azaiza.</p><p> (Reporting by Katie Paul and Jessica DiNapoli; Editing by Kenneth Li, Deepa Babington and Stephen Coates)</p><p>((Katie.Paul@thomsonreuters.com;))</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>EXCLUSIVE-Former Meta engineer sues company saying he was fired over handling of Gaza content</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\">\nEXCLUSIVE-Former Meta engineer sues company saying he was fired over handling of Gaza content\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\">2024-06-05 11:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>By Katie Paul and Jessica DiNapoli</p><p>      NEW YORK, June 4 (Reuters) - A former Meta    engineer on Tuesday accused the company of bias in its handling of content related to the war in Gaza, claiming in a lawsuit that Meta fired him for trying to help fix bugs causing the suppression of Palestinian Instagram posts.</p><p>   Ferras Hamad, a Palestinian-American engineer who had been on Meta's machine learning team since 2021, sued the social media giant in a California state court for discrimination, wrongful termination and other wrongdoing over his February dismissal.</p><p>   In the complaint, Hamad accused Meta of a pattern of bias against Palestinians, saying the company deleted internal employee communications that mentioned the deaths of their relatives in Gaza and conducted investigations into their use of the Palestinian flag emoji.</p><p>   The company launched no such investigations for employees posting Israeli or Ukrainian flag emojis in similar contexts, according to the lawsuit.</p><p>   Meta did not immediately respond to a Reuters request for comment on Hamad's allegations.</p><p>   Hamad's claims reflect long-standing criticisms by human rights groups over Meta's performance moderating the content posted to its platforms about Israel and the Palestinian territories, including in an external investigation the company commissioned in 2021.</p><p>   Conflict erupted in Gaza after Hamas militants attacked inside Israel on Oct. 7, killing 1,200 people and taking over 250 people hostage according to Israeli tallies. Israel in response launched an offensive in Gaza that has killed more then 36,000 people, according to Gaza health officials, and triggered a humanitarian crisis. </p><p>   Since the outbreak of war last year, the company has faced accusations that it was suppressing expressions of support for Palestinians living amid the war.</p><p>   Nearly 200 Meta employees raised similar concerns in an open letter to Chief Executive Mark Zuckerberg and other leaders earlier this year.</p><p>   Hamad said his firing appeared to stem from an incident in December involving an emergency procedure designed to troubleshoot severe problems with the company's platforms, known within Meta as a SEV or \"site event\".</p><p>   He had noted procedural irregularities in the handling of an SEV related to restrictions on content posted by Palestinian Instagram personalities that prevented the posts from appearing in searches and feeds, the complaint said.</p><p>   In one case, the complaint alleged, he found that a short video posted by Palestinian photojournalist Motaz Azaiza had been misclassified as pornographic even though it showed a destroyed building in Gaza. </p><p>   Hamad said he received conflicting guidance from other employees about the status of the SEV and whether he was authorized to help resolve it, though he had worked on similarly sensitive SEVs before, including ones related to Israel, Gaza and Ukraine. His manager later confirmed in writing that the SEV was part of his job function, he said.</p><p>   The next month, after a Meta representative told him he was the subject of an investigation, Hamad filed an internal discrimination complaint and days later was fired, he said.</p><p>   Hamad said Meta told him he was fired for violating a policy barring employees from working on issues with accounts of people they know personally, referring to Azaiza, the photojouralist. Hamad said he had no personal connection to Azaiza.</p><p> (Reporting by Katie Paul and Jessica DiNapoli; Editing by Kenneth Li, Deepa Babington and Stephen Coates)</p><p>((Katie.Paul@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2441180232","content_text":"By Katie Paul and Jessica DiNapoli      NEW YORK, June 4 (Reuters) - A former Meta    engineer on Tuesday accused the company of bias in its handling of content related to the war in Gaza, claiming in a lawsuit that Meta fired him for trying to help fix bugs causing the suppression of Palestinian Instagram posts.   Ferras Hamad, a Palestinian-American engineer who had been on Meta's machine learning team since 2021, sued the social media giant in a California state court for discrimination, wrongful termination and other wrongdoing over his February dismissal.   In the complaint, Hamad accused Meta of a pattern of bias against Palestinians, saying the company deleted internal employee communications that mentioned the deaths of their relatives in Gaza and conducted investigations into their use of the Palestinian flag emoji.   The company launched no such investigations for employees posting Israeli or Ukrainian flag emojis in similar contexts, according to the lawsuit.   Meta did not immediately respond to a Reuters request for comment on Hamad's allegations.   Hamad's claims reflect long-standing criticisms by human rights groups over Meta's performance moderating the content posted to its platforms about Israel and the Palestinian territories, including in an external investigation the company commissioned in 2021.   Conflict erupted in Gaza after Hamas militants attacked inside Israel on Oct. 7, killing 1,200 people and taking over 250 people hostage according to Israeli tallies. Israel in response launched an offensive in Gaza that has killed more then 36,000 people, according to Gaza health officials, and triggered a humanitarian crisis.    Since the outbreak of war last year, the company has faced accusations that it was suppressing expressions of support for Palestinians living amid the war.   Nearly 200 Meta employees raised similar concerns in an open letter to Chief Executive Mark Zuckerberg and other leaders earlier this year.   Hamad said his firing appeared to stem from an incident in December involving an emergency procedure designed to troubleshoot severe problems with the company's platforms, known within Meta as a SEV or \"site event\".   He had noted procedural irregularities in the handling of an SEV related to restrictions on content posted by Palestinian Instagram personalities that prevented the posts from appearing in searches and feeds, the complaint said.   In one case, the complaint alleged, he found that a short video posted by Palestinian photojournalist Motaz Azaiza had been misclassified as pornographic even though it showed a destroyed building in Gaza.    Hamad said he received conflicting guidance from other employees about the status of the SEV and whether he was authorized to help resolve it, though he had worked on similarly sensitive SEVs before, including ones related to Israel, Gaza and Ukraine. His manager later confirmed in writing that the SEV was part of his job function, he said.   The next month, after a Meta representative told him he was the subject of an investigation, Hamad filed an internal discrimination complaint and days later was fired, he said.   Hamad said Meta told him he was fired for violating a policy barring employees from working on issues with accounts of people they know personally, referring to Azaiza, the photojouralist. Hamad said he had no personal connection to Azaiza. (Reporting by Katie Paul and Jessica DiNapoli; Editing by Kenneth Li, Deepa Babington and Stephen Coates)((Katie.Paul@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":311094257021128,"gmtCreate":1716956404547,"gmtModify":1716962463529,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311094257021128","repostId":"2438301677","repostType":2,"repost":{"id":"2438301677","pubTimestamp":1716953882,"share":"https://ttm.financial/m/news/2438301677?lang=&edition=fundamental","pubTime":"2024-05-29 11:38","market":"sg","language":"en","title":"HubSpot Jumps on Report Alphabet in Talks for All-Stock Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=2438301677","media":"seekingalpha","summary":"Reports that Alphabet  is in talks for a HubSpot acquisition are true, CNBC's David Faber said on Tuesday. HubSpot quickly jumped 3.5%. The offer would be for all stock, Faber said on the business network. \"There have been many reports about HubSpot being in conversations with Google,\" Faber said. \"My understanding is absolutely true, all stock deal for Alphabet to acquire HubSpot.\" Bloomberg reported earlier this month Google was progressing in discussions to purchase HubSpot . Alphabet  has discussed terms of a possible deal with HUBS. Talks are ongoing and no deal has been reached. HubSpot  has a market cap of more than $30B. Reuters first reported last month that Alphabet  considered a potential takeover of HubSpot. Google met with Morgan Stanley about a possible offer for HubSpot . The tech giant was discussing what it may offer and whether antitrust enforces would allow the combination.","content":"<html><head></head><body><p>Reports that Alphabet (NASDAQ:GOOGL) is in talks for a <a href=\"https://laohu8.com/S/HUBS\">HubSpot</a> acquisition are true, CNBC&#39;s David Faber said on Tuesday. HubSpot quickly jumped 8%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1417d70df844dc0df191ad534b08ce9f\" tg-width=\"456\" tg-height=\"390\"/></p><p>The offer would be for all stock, Faber said on the business network.</p><p>&#34;There have been many reports about HubSpot being in conversations with Google,&#34; Faber said. &#34;My understanding is absolutely true, all stock deal for Alphabet to acquire HubSpot.&#34;</p><p>Bloomberg reported earlier this month Google was progressing in discussions to purchase HubSpot (NYSE:HUBS). Alphabet (GOOGL) has discussed terms of a possible deal with HUBS. Talks are ongoing and no deal has been reached. HubSpot (HUBS) has a market cap of more than $30B.</p><p>Reuters first reported last month that Alphabet (GOOGL) considered a potential takeover of HubSpot. Google met with Morgan Stanley about a possible offer for HubSpot (HUBS). The tech giant was discussing what it may offer and whether antitrust enforces would allow the combination.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>HubSpot Jumps on Report Alphabet in Talks for All-Stock Deal</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\">\nHubSpot Jumps on Report Alphabet in Talks for All-Stock Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-29 11:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4110749-hubspot-jumps-on-report-alphabet-in-talks-for-all-stock-deal><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Reports that Alphabet (NASDAQ:GOOGL) is in talks for a HubSpot acquisition are true, CNBC's David Faber said on Tuesday. HubSpot quickly jumped 8%.The offer would be for all stock, Faber said on the ...</p>\n\n<a href=\"https://seekingalpha.com/news/4110749-hubspot-jumps-on-report-alphabet-in-talks-for-all-stock-deal\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4576":"AR","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0072462426.USD":"贝莱德全球配置 A2","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0079474960.USD":"联博美国增长基金A","GOOG":"谷歌","BK4525":"远程办公概念","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","GOOGL":"谷歌A","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4077":"互动媒体与服务","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","BK4527":"明星科技股","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4579":"人工智能","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4574":"无人驾驶","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","HUBS":"HubSpot","BK4573":"虚拟现实","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","LU0861579265.USD":"联博低波幅策略股票基金A","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","BK4514":"搜索引擎","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4528":"SaaS概念","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4592":"伊斯兰概念","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/news/4110749-hubspot-jumps-on-report-alphabet-in-talks-for-all-stock-deal","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2438301677","content_text":"Reports that Alphabet (NASDAQ:GOOGL) is in talks for a HubSpot acquisition are true, CNBC's David Faber said on Tuesday. HubSpot quickly jumped 8%.The offer would be for all stock, Faber said on the business network.\"There have been many reports about HubSpot being in conversations with Google,\" Faber said. \"My understanding is absolutely true, all stock deal for Alphabet to acquire HubSpot.\"Bloomberg reported earlier this month Google was progressing in discussions to purchase HubSpot (NYSE:HUBS). Alphabet (GOOGL) has discussed terms of a possible deal with HUBS. Talks are ongoing and no deal has been reached. HubSpot (HUBS) has a market cap of more than $30B.Reuters first reported last month that Alphabet (GOOGL) considered a potential takeover of HubSpot. Google met with Morgan Stanley about a possible offer for HubSpot (HUBS). The tech giant was discussing what it may offer and whether antitrust enforces would allow the combination.","news_type":1},"isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296409608573224,"gmtCreate":1713403232349,"gmtModify":1713404876061,"author":{"id":"4103242131784560","authorId":"4103242131784560","name":"Ah Bah","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4103242131784560","authorIdStr":"4103242131784560"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296409608573224","repostId":"2428034319","repostType":2,"repost":{"id":"2428034319","pubTimestamp":1713363149,"share":"https://ttm.financial/m/news/2428034319?lang=&edition=fundamental","pubTime":"2024-04-17 22:12","market":"us","language":"en","title":"Palantir Stock’s Explosive Growth: The AI-Powered Titan You Can’t Afford to Ignore","url":"https://stock-news.laohu8.com/highlight/detail?id=2428034319","media":"InvestorPlace","summary":"Here are a couple key catalysts investors may want to keep on their radar when it comes to investing in PLTR stock right now.","content":"<html><head></head><body><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/PLTR\">Palantir </a> stock made a big move to start the year, but has started losing momentum of late.</p></li><li><p>Still up roughly 35% since the start of the year, the company remains a top AI stock wroth watching.</p></li><li><p>Here are a couple key catalysts investors may want to keep on their radar when it comes to Palantir.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a56a0fcc7815b31aae43e84cb195d715\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: Mamun sheikh K / Shutterstock.com</p><p>In 2023, Palantir stock saw an incredible improvement in sentiment around its business model. The rise of AI-related stocks was on, and PLTR stock took off, increasing by 18%. This rally continued into this year, with Palantir stock surging another 32% on a year-to-date basis alone.</p><p>The company has seen its AI-related tailwinds materialize on its earnings report, with the company’s Q4 report in February showing strong traction. Commercial clients are now adopting its AI platform, and other collaborations are boosting the company’s outlook among investors.</p><p>Here’s more on why sentiment around Palantir stock remains so bullish, and my take on whether this stock is a buy right now.</p><h2 id=\"id_2484999684\">Cloud Footprint from Oracle Will Boost PLTR</h2><p>Palantir and Oracle announced a collaboration to offer secure cloud and AI solutions for global businesses and governments. Palantir’s Foundry, Gotham, and AIP platforms are now accessible via Oracle’s cloud infrastructure. Palantir’s AIP has seen high demand, with boot camps demonstrating the benefits of AI integration. This has contributed over 70% year-over-year in U.S revenue.</p><p>Notably, this collaboration with the Oracle was one of the key reasons Palantir’s business increased 25% year-over-year, surpassing some big-named rivals. With a $10 billion budget, Oracle plans to expand its data center capacity, enhancing Palantir’s opportunities. This partnership should benefit from the anticipated 36% annualized growth rate in AI-related cloud offerings, boosting both companies in their search for growth.</p><h2 id=\"id_1964423012\">Partnership with Hyundai</h2><p>The mine’s expenses surged from $2.27 billion to almost $2.93 billion due to increased engineering costs, union labor agreements, and housing construction for workers. U.S. regulations allocate funds for processing facilities, not mining. With GM’s $650 million investment, the loan will fund the initial phase.</p><p>HD Hyundai announced its partnership with Palantir, aiming to merge Avikus’s autonomous navigation software with Palantir’s AI mission autonomy tech. Palantir, known for serving major clients like the U.S. Department of Defense, brings extensive experience, including collaborations with Lockheed Martin. </p><p>Joo Won-ho, head of HD Hyundai’s naval particular ship unit, expressed confidence in HD Hyundai’s ability to pioneer the USV market through their joint technological advancements.</p><h2 id=\"id_3041155239\">PLTR Stock Still Looks Like a Buy</h2><p>Palantir’s AI-powered commercial growth is evident. With expanded AI solutions, revenue and earnings acceleration is likely. Analysts predict a 22% revenue increase to $2.71 billion. The Oracle partnership may spur faster growth, potentially surpassing expectations and driving further stock gains.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Stock’s Explosive Growth: The AI-Powered Titan You Can’t Afford to Ignore</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\">\nPalantir Stock’s Explosive Growth: The AI-Powered Titan You Can’t Afford to Ignore\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-17 22:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/04/palantir-stocks-explosive-growth-the-ai-powered-titan-you-cant-afford-to-ignore/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir  stock made a big move to start the year, but has started losing momentum of late.Still up roughly 35% since the start of the year, the company remains a top AI stock wroth watching.Here are ...</p>\n\n<a href=\"https://investorplace.com/2024/04/palantir-stocks-explosive-growth-the-ai-powered-titan-you-cant-afford-to-ignore/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0109392836.USD":"富兰克林科技股A","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","BK4528":"SaaS概念","BK4516":"特朗普概念","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4585":"ETF&股票定投概念","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","BK4534":"瑞士信贷持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0861579265.USD":"联博低波幅策略股票基金A","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4538":"云计算","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4588":"碎股","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","PLTR":"Palantir Technologies Inc.","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4547":"WSB热门概念","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4097":"系统软件","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC"},"source_url":"https://investorplace.com/2024/04/palantir-stocks-explosive-growth-the-ai-powered-titan-you-cant-afford-to-ignore/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2428034319","content_text":"Palantir  stock made a big move to start the year, but has started losing momentum of late.Still up roughly 35% since the start of the year, the company remains a top AI stock wroth watching.Here are a couple key catalysts investors may want to keep on their radar when it comes to Palantir.Source: Mamun sheikh K / Shutterstock.comIn 2023, Palantir stock saw an incredible improvement in sentiment around its business model. The rise of AI-related stocks was on, and PLTR stock took off, increasing by 18%. This rally continued into this year, with Palantir stock surging another 32% on a year-to-date basis alone.The company has seen its AI-related tailwinds materialize on its earnings report, with the company’s Q4 report in February showing strong traction. Commercial clients are now adopting its AI platform, and other collaborations are boosting the company’s outlook among investors.Here’s more on why sentiment around Palantir stock remains so bullish, and my take on whether this stock is a buy right now.Cloud Footprint from Oracle Will Boost PLTRPalantir and Oracle announced a collaboration to offer secure cloud and AI solutions for global businesses and governments. Palantir’s Foundry, Gotham, and AIP platforms are now accessible via Oracle’s cloud infrastructure. Palantir’s AIP has seen high demand, with boot camps demonstrating the benefits of AI integration. This has contributed over 70% year-over-year in U.S revenue.Notably, this collaboration with the Oracle was one of the key reasons Palantir’s business increased 25% year-over-year, surpassing some big-named rivals. With a $10 billion budget, Oracle plans to expand its data center capacity, enhancing Palantir’s opportunities. This partnership should benefit from the anticipated 36% annualized growth rate in AI-related cloud offerings, boosting both companies in their search for growth.Partnership with HyundaiThe mine’s expenses surged from $2.27 billion to almost $2.93 billion due to increased engineering costs, union labor agreements, and housing construction for workers. U.S. regulations allocate funds for processing facilities, not mining. With GM’s $650 million investment, the loan will fund the initial phase.HD Hyundai announced its partnership with Palantir, aiming to merge Avikus’s autonomous navigation software with Palantir’s AI mission autonomy tech. Palantir, known for serving major clients like the U.S. Department of Defense, brings extensive experience, including collaborations with Lockheed Martin. Joo Won-ho, head of HD Hyundai’s naval particular ship unit, expressed confidence in HD Hyundai’s ability to pioneer the USV market through their joint technological advancements.PLTR Stock Still Looks Like a BuyPalantir’s AI-powered commercial growth is evident. With expanded AI solutions, revenue and earnings acceleration is likely. Analysts predict a 22% revenue increase to $2.71 billion. The Oracle partnership may spur faster growth, potentially surpassing expectations and driving further stock gains.","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}