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2023-03-28

$Tesla Motors(TSLA)$

06-12

$NVDA 20240621 125.0 CALL$ Closed a bit early but happy with profit🚀🧨

09-09

$NVIDIA Corp(NVDA)$ Why is it 100 or 90, this morning buy back was clearly bull trap think this has a long way down 35-45 lots of people about to be burned

06-15

$NVDA 20240621 135.0 CALL$ In n out

09-16

Looks like there's gonna be another big sell off

Nvidia Dominates List Of The Biggest Single-Day Stock Swings Of All Time

09-04

$70 range coming in hot, sell shares buy puts ;)

Nvidia Gets DOJ Subpoena in Escalating Antitrust Probe

08-29

This is a major bull trap, be aware it's probably going to drop back to 90-80 range

Nvidia Shares Tumbled As Outlook Fails to Impress Growth-Hungry Investors

06-17

So the market and nvida drop and then the news, it's all manipulated

Nvidia Gets Supreme Court Review on Shareholder Crypto Suit

06-14

Nvda probably within a few months

AAPL, MSFT, NVDA: Which Stock Is Most Likely to Hit $4 Trillion First?

09-04

The ceo had sold $500+million usd over the past three months going back to 70 then 35

08-30

Sell and buy puts don't get caught in this major bull trap

Nvidia's Guidance Is A Disappointment

06-24

🚀

Nvidia to Launch in Middle East Amid U.S. Curbs on AI Exports to Region, Ooredoo CEO Says

06-17

Woah

Nvidia Launching Omniverse Cloud Sensor RTX Microservices to Expedite Autonomous Machines' Development

06-14

They about to moon🚀

Here’s Why You Should Hold Baidu (BIDU) Despite Challenges

2023-04-06

Great ariticle, would you like to share it?

@TigerEvents:【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher

2023-04-06

$C3.ai, Inc.(AI)$ AI IS THE FUTURE

2023-04-06

$Advanced Micro Devices(AMD)$

2023-04-01

$Alibaba(BABA)$ bull rushhhhh

2022-10-17

$NASDAQ(.IXIC)$

2022-10-06

$NASDAQ(.IXIC)$

Go to Tiger App to see more news

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like there's gonna be another big sell off&nbsp;","listText":"Looks like there's gonna be another big sell off&nbsp;","text":"Looks like there's gonna be another big sell off","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350048693600496","repostId":"2467023638","repostType":2,"repost":{"id":"2467023638","kind":"highlight","pubTimestamp":1726464369,"share":"https://ttm.financial/m/news/2467023638?lang=&edition=fundamental","pubTime":"2024-09-16 13:26","market":"us","language":"en","title":"Nvidia Dominates List Of The Biggest Single-Day Stock Swings Of All Time","url":"https://stock-news.laohu8.com/highlight/detail?id=2467023638","media":"Zero Hedge","summary":"In this graphic, Visual Capitalist's Marcus Lu ranked the biggest single-day stock swings in U.S. history, bytotal change in market capitalizationin U.S. dollars.These numbers were sourced from theblo","content":"<html><head></head><body><p>In this graphic, Visual Capitalist&#39;s Marcus Lu ranked the biggest single-day stock swings in U.S. history, by <strong>total change in market capitalization</strong> in U.S. dollars.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b5195e86dc7222d9c8225da353f6e026\" tg-width=\"500\" tg-height=\"652\"/></p><p><em>These numbers were sourced from the blog of Charlie Bilello, Chief Market Strategist at Creative Planning.</em></p><h2 id=\"id_4116649138\">Data and Highlights</h2><p>All of the numbers we used to create this graphic are listed in the tables below, starting with single-day market cap gains.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81ee63f6f2b1b5a0bc3a21435530a337\" tg-width=\"500\" tg-height=\"226\"/></p><p>Many of these single-day gains are related to news around artificial intelligence.</p><p>For instance, on July 31, 2024, <strong>Nvidia</strong> jumped 12%, gaining a massive $327 billion in market cap. This was due to better-than-expected results posted by <strong>AMD</strong>, another U.S. semiconductor company with a focus on artificial intelligence (AI).</p><p>A few weeks earlier on June 11, 2024, <strong>Apple</strong> shares recorded their best day since 2022 after the company revealed its on-device AI system, Apple Intelligence.</p><p>Next, let’s look at the biggest single-day market cap losses in U.S. history.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b3255198c11f23e363bfaf2c3fea37d\" tg-width=\"500\" tg-height=\"228\"/></p><p>Again, we can see that all of these losses were recorded in the past few years. Given today’s multi-trillion dollar valuations, billions in company market cap can be gained or wiped out in a single day.</p><h2 id=\"id_1440487627\">Volatility in 2024</h2><p>2024 is proving to be a volatile year for tech stocks, particularly Nvidia, as investors have recently rotated into more defensive sectors like Utilities and Consumer Staples. For reference, the S&amp;P 500’s utilities sector has climbed over 21% YTD in 2024.</p><p>Looking at the Nasdaq-100 index, we can see the beginning of a “falling tops” pattern since July 2024, meaning each peak in price is lower than the previous peak. Falling tops typically indicate a bearish trend.</p></body></html>","source":"zerohedge_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>Nvidia Dominates List Of The Biggest Single-Day Stock Swings Of All Time</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 Dominates List Of The Biggest Single-Day Stock Swings Of All Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-16 13:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/nvidia-dominates-list-biggest-single-day-stock-swings-all-time><strong>Zero Hedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In this graphic, Visual Capitalist's Marcus Lu ranked the biggest single-day stock swings in U.S. history, by total change in market capitalization in U.S. dollars.These numbers were sourced from the ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/nvidia-dominates-list-biggest-single-day-stock-swings-all-time\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","AAPL":"苹果"},"source_url":"https://www.zerohedge.com/markets/nvidia-dominates-list-biggest-single-day-stock-swings-all-time","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2467023638","content_text":"In this graphic, Visual Capitalist's Marcus Lu ranked the biggest single-day stock swings in U.S. history, by total change in market capitalization in U.S. dollars.These numbers were sourced from the blog of Charlie Bilello, Chief Market Strategist at Creative Planning.Data and HighlightsAll of the numbers we used to create this graphic are listed in the tables below, starting with single-day market cap gains.Many of these single-day gains are related to news around artificial intelligence.For instance, on July 31, 2024, Nvidia jumped 12%, gaining a massive $327 billion in market cap. This was due to better-than-expected results posted by AMD, another U.S. semiconductor company with a focus on artificial intelligence (AI).A few weeks earlier on June 11, 2024, Apple shares recorded their best day since 2022 after the company revealed its on-device AI system, Apple Intelligence.Next, let’s look at the biggest single-day market cap losses in U.S. history.Again, we can see that all of these losses were recorded in the past few years. Given today’s multi-trillion dollar valuations, billions in company market cap can be gained or wiped out in a single day.Volatility in 20242024 is proving to be a volatile year for tech stocks, particularly Nvidia, as investors have recently rotated into more defensive sectors like Utilities and Consumer Staples. For reference, the S&P 500’s utilities sector has climbed over 21% YTD in 2024.Looking at the Nasdaq-100 index, we can see the beginning of a “falling tops” pattern since July 2024, meaning each peak in price is lower than the previous peak. Falling tops typically indicate a bearish trend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347624486191304,"gmtCreate":1725892889434,"gmtModify":1725892893129,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Why is it 100 or 90, this morning buy back was clearly bull trap think this has a long way down 35-45 lots of people about to be burned","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Why is it 100 or 90, this morning buy back was clearly bull trap think this has a long way down 35-45 lots of people about to be burned","text":"$NVIDIA Corp(NVDA)$ Why is it 100 or 90, this morning buy back was clearly bull trap think this has a long way down 35-45 lots of people about to be burned","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/347624486191304","isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"content":"And also have a look at all the shares the ceo is selling everyday 13million dolllars, why you need $13mill a day? That screams sinking ship","text":"And also have a look at all the shares the ceo is selling everyday 13million dolllars, why you need $13mill a day? That screams sinking ship","html":"And also have a look at all the shares the ceo is selling everyday 13million dolllars, why you need $13mill a day? That screams sinking ship"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345806257033336,"gmtCreate":1725452126700,"gmtModify":1725452130439,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"The ceo had sold $500+million usd&nbsp;over&nbsp;the past three months going back to 70 then 35&nbsp;","listText":"The ceo had sold $500+million usd&nbsp;over&nbsp;the past three months going back to 70 then 35&nbsp;","text":"The ceo had sold $500+million usd over the past three months going back to 70 then 35","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345806257033336","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345632144838968,"gmtCreate":1725411629600,"gmtModify":1725411633401,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"$70 range coming in hot, sell shares buy puts ;)&nbsp;","listText":"$70 range coming in hot, sell shares buy puts ;)&nbsp;","text":"$70 range coming in hot, sell shares buy puts ;)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345632144838968","repostId":"2464352673","repostType":2,"repost":{"id":"2464352673","kind":"highlight","pubTimestamp":1725406238,"share":"https://ttm.financial/m/news/2464352673?lang=&edition=fundamental","pubTime":"2024-09-04 07:30","market":"us","language":"en","title":"Nvidia Gets DOJ Subpoena in Escalating Antitrust Probe","url":"https://stock-news.laohu8.com/highlight/detail?id=2464352673","media":"Bloomberg","summary":" -- The US Justice Department sent subpoenas to Nvidia Corp. and other companies as it seeks evidence that the chipmaker violated antitrust laws, an escalation of its investigation into the dominant provider of AI processors.The DOJ, which had previously delivered questionnaires to companies, is now sending legally binding requests that oblige recipients to provide information, according to people familiar with the investigation. That takes the government a step closer to launching a formal comp","content":"<html><head></head><body><p>(Bloomberg) -- The US Justice Department sent subpoenas to Nvidia Corp. and other companies as it seeks evidence that the chipmaker violated antitrust laws, an escalation of its investigation into the dominant provider of AI processors. </p><p>The DOJ, which had previously delivered questionnaires to companies, is now sending legally binding requests that oblige recipients to provide information, according to people familiar with the investigation. That takes the government a step closer to launching a formal complaint. </p><p>Antitrust officials are concerned that Nvidia is making it harder to switch to other suppliers and penalizes buyers that don’t exclusively use its artificial intelligence chips, according to the people, who asked not to be identified because the discussions are private.</p><p>Nvidia shares, which suffered a record-setting rout on Tuesday, fell further in late trading after Bloomberg reported on the subpoenas. Still, the stock has more than doubled this year — fueled by explosive sales growth at the Santa Clara, California-based chipmaker.</p><p>As part of the probe, which Bloomberg previously reported in June, investigators have been contacting other technology companies to gather information. The DOJ’s San Francisco office is taking the lead running the inquiry, the people said. A representative for the DOJ declined to comment.</p><p>In response to questions about the probe, Nvidia said that its market dominance stems from the quality of its products, which deliver faster performance. </p><p>“Nvidia wins on merit, as reflected in our benchmark results and value to customers, who can choose whatever solution is best for them,” the company said in an emailed statement.</p><p>Nvidia has drawn regulatory scrutiny since becoming the world’s most valuable chipmaker and a key beneficiary of the AI spending boom. Sales have been more than doubling each quarter, and it’s eclipsed onetime chip leaders such as Intel Corp.</p><p>In the DOJ probe, regulators have been investigating Nvidia’s acquisition of RunAI, a deal announced in April. That company makes software for managing AI computing, and there are concerns that the tie-up will make it more difficult for customers to switch away from Nvidia chips. Regulators also are inquiring whether Nvidia gives preferential supply and pricing to customers who use its technology exclusively or buy its complete systems, according to the people. </p><p>Nvidia, founded in 1993, made its name by selling graphics cards to computer gamers. But its approach to chipmaking ultimately proved useful for building AI models, a process that involves bombarding the software with data. The company also has rapidly expanded its lineup with a range of software, servers, networking and services — all aimed, Nvidia argues, at speeding up the deployment of AI.</p><p>Nvidia Chief Executive Officer Jensen Huang said he prioritizes customers who can make use of his products in ready-to-go data centers as soon as he provides them, a policy designed to prevent stockpiling and speed up the broader adoption of AI. </p><p>The success of its products — along with struggles by rivals to field alternative chips — has made Nvidia a crucial part of the supply chain for some of the biggest companies in the world. Microsoft Corp. and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., for example, spend more than 40% of their budget for hardware on the chipmaker’s gear. During the peak of shortages of Nvidia’s H100 accelerator, individual components were retailing for as much as $90,000 each.</p><p>Analysts project that Nvidia will chalk up $120.8 billion of revenue in calendar 2024, up from $16 billion in 2020, with most of that money coming from its data center unit. In fact, Nvidia is set to bring in more profit this year than the total sales of its nearest rival, Advanced Micro Devices Inc.</p><p>There also are broader regulatory questions about Nvidia’s practices. Access to AI capabilities has become a key focus for governments around the world, with the technology becoming increasingly vital to economic strength and national security. </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>Nvidia Gets DOJ Subpoena in Escalating Antitrust Probe</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\">\nNvidia Gets DOJ Subpoena in Escalating Antitrust Probe\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-04 07:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-09-03/nvidia-gets-doj-subpoena-in-escalating-antitrust-investigation?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- The US Justice Department sent subpoenas to Nvidia Corp. and other companies as it seeks evidence that the chipmaker violated antitrust laws, an escalation of its investigation into the...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-09-03/nvidia-gets-doj-subpoena-in-escalating-antitrust-investigation?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","BK4550":"红杉资本持仓","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4551":"寇图资本持仓","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4549":"软银资本持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4548":"巴美列捷福持仓","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4529":"IDC概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","NVDA":"英伟达","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4567":"ESG概念","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","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","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4587":"ChatGPT概念"},"source_url":"https://www.bloomberg.com/news/articles/2024-09-03/nvidia-gets-doj-subpoena-in-escalating-antitrust-investigation?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2464352673","content_text":"(Bloomberg) -- The US Justice Department sent subpoenas to Nvidia Corp. and other companies as it seeks evidence that the chipmaker violated antitrust laws, an escalation of its investigation into the dominant provider of AI processors. The DOJ, which had previously delivered questionnaires to companies, is now sending legally binding requests that oblige recipients to provide information, according to people familiar with the investigation. That takes the government a step closer to launching a formal complaint. Antitrust officials are concerned that Nvidia is making it harder to switch to other suppliers and penalizes buyers that don’t exclusively use its artificial intelligence chips, according to the people, who asked not to be identified because the discussions are private.Nvidia shares, which suffered a record-setting rout on Tuesday, fell further in late trading after Bloomberg reported on the subpoenas. Still, the stock has more than doubled this year — fueled by explosive sales growth at the Santa Clara, California-based chipmaker.As part of the probe, which Bloomberg previously reported in June, investigators have been contacting other technology companies to gather information. The DOJ’s San Francisco office is taking the lead running the inquiry, the people said. A representative for the DOJ declined to comment.In response to questions about the probe, Nvidia said that its market dominance stems from the quality of its products, which deliver faster performance. “Nvidia wins on merit, as reflected in our benchmark results and value to customers, who can choose whatever solution is best for them,” the company said in an emailed statement.Nvidia has drawn regulatory scrutiny since becoming the world’s most valuable chipmaker and a key beneficiary of the AI spending boom. Sales have been more than doubling each quarter, and it’s eclipsed onetime chip leaders such as Intel Corp.In the DOJ probe, regulators have been investigating Nvidia’s acquisition of RunAI, a deal announced in April. That company makes software for managing AI computing, and there are concerns that the tie-up will make it more difficult for customers to switch away from Nvidia chips. Regulators also are inquiring whether Nvidia gives preferential supply and pricing to customers who use its technology exclusively or buy its complete systems, according to the people. Nvidia, founded in 1993, made its name by selling graphics cards to computer gamers. But its approach to chipmaking ultimately proved useful for building AI models, a process that involves bombarding the software with data. The company also has rapidly expanded its lineup with a range of software, servers, networking and services — all aimed, Nvidia argues, at speeding up the deployment of AI.Nvidia Chief Executive Officer Jensen Huang said he prioritizes customers who can make use of his products in ready-to-go data centers as soon as he provides them, a policy designed to prevent stockpiling and speed up the broader adoption of AI. The success of its products — along with struggles by rivals to field alternative chips — has made Nvidia a crucial part of the supply chain for some of the biggest companies in the world. Microsoft Corp. and Meta Platforms Inc., for example, spend more than 40% of their budget for hardware on the chipmaker’s gear. During the peak of shortages of Nvidia’s H100 accelerator, individual components were retailing for as much as $90,000 each.Analysts project that Nvidia will chalk up $120.8 billion of revenue in calendar 2024, up from $16 billion in 2020, with most of that money coming from its data center unit. In fact, Nvidia is set to bring in more profit this year than the total sales of its nearest rival, Advanced Micro Devices Inc.There also are broader regulatory questions about Nvidia’s practices. Access to AI capabilities has become a key focus for governments around the world, with the technology becoming increasingly vital to economic strength and national security.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343788134281336,"gmtCreate":1724962240576,"gmtModify":1724962244263,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"Sell and buy puts&nbsp;don't get caught in this &nbsp;major&nbsp;bull trap","listText":"Sell and buy puts&nbsp;don't get caught in this &nbsp;major&nbsp;bull trap","text":"Sell and buy puts don't get caught in this major bull trap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343788134281336","repostId":"2463448958","repostType":2,"repost":{"id":"2463448958","kind":"highlight","pubTimestamp":1724900771,"share":"https://ttm.financial/m/news/2463448958?lang=&edition=fundamental","pubTime":"2024-08-29 11:06","market":"sh","language":"en","title":"Nvidia's Guidance Is A Disappointment","url":"https://stock-news.laohu8.com/highlight/detail?id=2463448958","media":"seekingalpha","summary":"Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.The data center segment drove significant revenue growt","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.</p></li><li><p>The data center segment drove significant revenue growth, but Nvidia&#39;s heavy reliance on this unit poses risks if it slows down.</p></li><li><p>Gross margins declined sequentially, and the new $50 billion buyback authorization is unlikely to significantly impact Nvidia&#39;s share count.</p></li><li><p>Nvidia remains a leader in AI data centers, but with a high valuation, waiting for a better entry point may be prudent.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f1cd66fb76fb9c3656779aa6ac145d6d\" tg-width=\"750\" tg-height=\"500\"/></p><p>JHVEPhoto</p><p></p><h2 id=\"id_900299710\">Article Thesis</h2><p><strong>NVIDIA</strong> <strong>Corporation</strong> (NASDAQ:NVDA) reported its most recent quarterly earnings results on Wednesday afternoon. The company beat estimates once again, but Nvidia is experiencing a growth slowdown -- while growth is still great in absolute terms, it is not as great as it was a year ago. The market&#39;s reaction was rather negative, and a new $50 billion buyback authorization didn&#39;t change that.</p><h2 id=\"id_3146604327\">Past Coverage</h2><p>I have written about Nvidia Corporation in the past. My most recent article is from May, where I covered the company&#39;s first-quarter earnings results and the stock split the company announced at the time. With one quarter having passed since then, and with Nvidia announcing its most recent quarterly earnings results today, it is time for a thesis update.</p><h2 id=\"id_2094805477\">What Happened?</h2><p>Nvidia Corporation announced its Q2 results following the market&#39;s close on Wednesday. The headline results can be seen in the following screencap from Seeking Alpha:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e097e0e0bac95c48f6d6c430913809d5\" tg-width=\"640\" tg-height=\"275\"/></p><p>Nvidia&#39;s quarterly earnings results (Seeking Alpha)</p><p></p><p>The company delivered another double beat, relative to the analyst consensus estimate, but the magnitude of the beat wasn&#39;t as large as in some quarters in the recent past. The revenue estimate was beaten by around 4%, while the earnings per share estimate was beaten by around 6%. That&#39;s good, but not as great as the revenue and earnings per share beats of around 20% and 30%, respectively, one year ago.</p><p>The market seems to be a bit disappointed, as Nvidia&#39;s shares are trading down 5% in after-hours trading at the time of writing. This could change, of course, and the share price might be different on Thursday, as investors will digest Nvidia&#39;s results and guidance over the coming hours.</p><h2 id=\"id_3202945778\">Nvidia&#39;s Performance During The Second Quarter</h2><p>Nvidia generated massive revenue growth on a year-over-year basis, which was expected by everyone. Like in previous quarters, this business growth was largely driven by Nvidia&#39;s data center segment. Here, revenues were up 155% compared to the previous year&#39;s quarter, while overall revenues were up by 122% compared to one year earlier. Data center growth was thus above the growth rate experienced by Nvidia&#39;s other segments, i.e., gaming, professional visualization, auto, and OEM &amp; other. On one hand, this is good news for Nvidia -- the data center business is the largest unit by far, and an above-average growth rate here means that company-wide growth is seeing a big tailwind.</p><p>On the other hand, though, Nvidia&#39;s reliance on its data center business, both when it comes to growth and to overall revenue generation in absolute terms, means NVDA could run into major issues if it were to slow down. Nvidia&#39;s other business units are not large and fast-growing enough to offset potential future headwinds in the data center business. Investors should not ignore this massive reliance on a single business unit, I believe.</p><p>Nvidia&#39;s sequential revenue growth rate was 18% in the previous quarter, and 15% during the most recent quarter. Growth thus slowed down on a sequential basis -- this trend has been intact for some time (before the 18% growth rate reported for the first quarter, Nvidia generated revenue growth of 22% in Q4). This is not overly surprising, however, as the law of large numbers dictates that a very high growth rate can&#39;t be maintained forever. Still, with the sequential growth rate slowing down meaningfully for several quarters in a row, Nvidia seems to be maturing at a substantial pace. This is even though the 15% quarterly revenue growth rate is still strong compared to most other companies -- it is just not strong compared to the growth Nvidia delivered a couple of quarters ago.</p><p>Of course, Nvidia&#39;s revenue performance is just one of several important factors when analyzing the company&#39;s quarterly report. Nvidia&#39;s profit performance is critical as well, and so is the company&#39;s guidance for the current quarter.</p><p>When it comes to profits, Nvidia generated a gross margin of 75.7% on an adjusted basis. That&#39;s excellent in absolute terms, but represents a decline compared to the previous quarter -- in Q1, Nvidia&#39;s gross margin stood at an even higher level of 78.9% (on an adjusted basis). The company&#39;s gross margin thus declined by a little more than 300 base points on a sequential basis, which is not great. While margins were up on a year-over-year basis, the year-over-year margin growth rate slowed down to around 450 base points -- it stood north of 1,000 base points a couple of quarters ago. It remains to be seen whether the gross margin dip that Nvidia experienced during the second quarter was a one-time thing, or whether margins have hit a ceiling and can&#39;t grow higher going forward. They are, after all, pretty high in absolute terms. The Blackwell ramp-up could play a role in the margin decline we have seen during the second quarter.</p><p>The good news is that operating margins continued to expand, mainly thanks to operating leverage: While operating expenses rose substantially, by more than 50%, the revenue growth rate and the gross profit growth rate were even higher than that, allowing Nvidia to expand its operating margins and to grow its profits at a strong pace. Both net income and earnings per share were up by 152% year over year, as the share count remained unchanged from the previous year&#39;s quarter -- despite hefty buyback spending. Share issuance to the company&#39;s management team and employees fully offset any share count reduction via Nvidia&#39;s buybacks, despite $15 billion being spent on buybacks during the first half of the current year alone.</p><p>Going forward, Nvidia may ramp up its buybacks even further, as the company has, as mentioned, announced a new $50 billion share repurchase authorization. But even if Nvidia were to increase its buyback pace to $50 billion a year (from the H1 pace of $30 billion a year), the share count reduction would likely be negligible. Share issuance to employees and management will continue, and for a company that is valued at more than $3 trillion, $50 billion in buybacks pencils out to just 1.5% in gross buybacks. Buybacks will thus, I believe, not be a major source of earnings per share growth. Instead, the company will continue to rely on underlying business growth and operating leverage going forward.</p><p>When it comes to business growth in the current quarter, Nvidia&#39;s guidance gives us some hints. The company forecasts revenues of $32.5 billion, plus or minus 2%. Looking at the guidance midpoint, the implied sequential growth rate is 8%. If Nvidia hits the guidance midpoint, growth will thus slow down substantially from the first half of the current year, as sequential revenue growth was 15% in Q2 and 18% in Q1. Management might try to under-promise and overdeliver, but taking the guidance at face value, growth will not be extraordinary this quarter. An 8% quarterly growth rate isn&#39;t strong compared to what Nvidia investors got used to in the recent past, which likely helps explain the share price decline following Nvidia&#39;s earnings release.</p><p>Beyond the current quarter, growth will depend on Nvidia&#39;s Blackwell to a large degree. Management&#39;s comments looked good in that regard. CEO Jensen Huang stated in the release:</p><blockquote><p><em>Hopper demand remains strong, and the anticipation for Blackwell is incredible.</em></p></blockquote><p>It is not possible to quantify what &#34;incredible&#34; anticipation will translate to when it comes to future revenue and profit generation, but the statement nevertheless is positive. Nvidia does not overpromise, thus when they are happy about what Alphabet Inc. (GOOG)(GOOGL), <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc. (META), and other customers think about Blackwell, then that&#39;s a good sign, I believe.</p><h2 id=\"id_1825088861\">Is Nvidia A Good Investment?</h2><p>Nvidia continues to grow, which is hardly a surprise. But growth has slowed down compared to prior quarters, and gross margins declined during the second quarter. Nvidia&#39;s guidance for the current quarter, Q3, implies that growth will continue to slow. This is to be expected to some degree, as no company can grow at a 100% annual pace forever, but it looks like investors still were relatively unhappy about Nvidia&#39;s results and guidance.</p><p>Nvidia remains the AI data center king for now, and that won&#39;t change in the foreseeable future, I believe. But since Nvidia&#39;s shares are trading at close to 50x forward profits, and since Nvidia is valued at more than $3 trillion, the company is priced for perfection. While buying into Nvidia was an excellent choice a year ago, I&#39;m not sure that Nvidia is an excellent investment right here. Waiting for a better entry point could pay off -- Nvidia traded more than 20% lower just a couple of weeks ago, and investors were able to buy Nvidia in the $70s this spring.</p><p>With shares being very volatile, I wouldn&#39;t be surprised if a better buying opportunity emerges over the coming months. Nvidia is a strong company, but I do not believe that it trades well below fair value, which is why I give it a &#34;Neutral&#34; rating for now.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Guidance Is A Disappointment</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Guidance Is A Disappointment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-29 11:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4717738-nvidia-guidance-is-a-disappointment><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.The data center segment drove significant revenue ...</p>\n\n<a href=\"https://seekingalpha.com/article/4717738-nvidia-guidance-is-a-disappointment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4553":"喜马拉雅资本持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0080751232.USD":"富达环球多元动力基金A","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","NVDA":"英伟达","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","BK4524":"宅经济概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4527":"明星科技股","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4538":"云计算","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4543":"AI","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (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","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4549":"软银资本持仓","LU0072462426.USD":"贝莱德全球配置 A2","BK4548":"巴美列捷福持仓","LU0238689110.USD":"贝莱德环球动力股票基金","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4717738-nvidia-guidance-is-a-disappointment","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2463448958","content_text":"Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.The data center segment drove significant revenue growth, but Nvidia's heavy reliance on this unit poses risks if it slows down.Gross margins declined sequentially, and the new $50 billion buyback authorization is unlikely to significantly impact Nvidia's share count.Nvidia remains a leader in AI data centers, but with a high valuation, waiting for a better entry point may be prudent.JHVEPhotoArticle ThesisNVIDIA Corporation (NASDAQ:NVDA) reported its most recent quarterly earnings results on Wednesday afternoon. The company beat estimates once again, but Nvidia is experiencing a growth slowdown -- while growth is still great in absolute terms, it is not as great as it was a year ago. The market's reaction was rather negative, and a new $50 billion buyback authorization didn't change that.Past CoverageI have written about Nvidia Corporation in the past. My most recent article is from May, where I covered the company's first-quarter earnings results and the stock split the company announced at the time. With one quarter having passed since then, and with Nvidia announcing its most recent quarterly earnings results today, it is time for a thesis update.What Happened?Nvidia Corporation announced its Q2 results following the market's close on Wednesday. The headline results can be seen in the following screencap from Seeking Alpha:Nvidia's quarterly earnings results (Seeking Alpha)The company delivered another double beat, relative to the analyst consensus estimate, but the magnitude of the beat wasn't as large as in some quarters in the recent past. The revenue estimate was beaten by around 4%, while the earnings per share estimate was beaten by around 6%. That's good, but not as great as the revenue and earnings per share beats of around 20% and 30%, respectively, one year ago.The market seems to be a bit disappointed, as Nvidia's shares are trading down 5% in after-hours trading at the time of writing. This could change, of course, and the share price might be different on Thursday, as investors will digest Nvidia's results and guidance over the coming hours.Nvidia's Performance During The Second QuarterNvidia generated massive revenue growth on a year-over-year basis, which was expected by everyone. Like in previous quarters, this business growth was largely driven by Nvidia's data center segment. Here, revenues were up 155% compared to the previous year's quarter, while overall revenues were up by 122% compared to one year earlier. Data center growth was thus above the growth rate experienced by Nvidia's other segments, i.e., gaming, professional visualization, auto, and OEM & other. On one hand, this is good news for Nvidia -- the data center business is the largest unit by far, and an above-average growth rate here means that company-wide growth is seeing a big tailwind.On the other hand, though, Nvidia's reliance on its data center business, both when it comes to growth and to overall revenue generation in absolute terms, means NVDA could run into major issues if it were to slow down. Nvidia's other business units are not large and fast-growing enough to offset potential future headwinds in the data center business. Investors should not ignore this massive reliance on a single business unit, I believe.Nvidia's sequential revenue growth rate was 18% in the previous quarter, and 15% during the most recent quarter. Growth thus slowed down on a sequential basis -- this trend has been intact for some time (before the 18% growth rate reported for the first quarter, Nvidia generated revenue growth of 22% in Q4). This is not overly surprising, however, as the law of large numbers dictates that a very high growth rate can't be maintained forever. Still, with the sequential growth rate slowing down meaningfully for several quarters in a row, Nvidia seems to be maturing at a substantial pace. This is even though the 15% quarterly revenue growth rate is still strong compared to most other companies -- it is just not strong compared to the growth Nvidia delivered a couple of quarters ago.Of course, Nvidia's revenue performance is just one of several important factors when analyzing the company's quarterly report. Nvidia's profit performance is critical as well, and so is the company's guidance for the current quarter.When it comes to profits, Nvidia generated a gross margin of 75.7% on an adjusted basis. That's excellent in absolute terms, but represents a decline compared to the previous quarter -- in Q1, Nvidia's gross margin stood at an even higher level of 78.9% (on an adjusted basis). The company's gross margin thus declined by a little more than 300 base points on a sequential basis, which is not great. While margins were up on a year-over-year basis, the year-over-year margin growth rate slowed down to around 450 base points -- it stood north of 1,000 base points a couple of quarters ago. It remains to be seen whether the gross margin dip that Nvidia experienced during the second quarter was a one-time thing, or whether margins have hit a ceiling and can't grow higher going forward. They are, after all, pretty high in absolute terms. The Blackwell ramp-up could play a role in the margin decline we have seen during the second quarter.The good news is that operating margins continued to expand, mainly thanks to operating leverage: While operating expenses rose substantially, by more than 50%, the revenue growth rate and the gross profit growth rate were even higher than that, allowing Nvidia to expand its operating margins and to grow its profits at a strong pace. Both net income and earnings per share were up by 152% year over year, as the share count remained unchanged from the previous year's quarter -- despite hefty buyback spending. Share issuance to the company's management team and employees fully offset any share count reduction via Nvidia's buybacks, despite $15 billion being spent on buybacks during the first half of the current year alone.Going forward, Nvidia may ramp up its buybacks even further, as the company has, as mentioned, announced a new $50 billion share repurchase authorization. But even if Nvidia were to increase its buyback pace to $50 billion a year (from the H1 pace of $30 billion a year), the share count reduction would likely be negligible. Share issuance to employees and management will continue, and for a company that is valued at more than $3 trillion, $50 billion in buybacks pencils out to just 1.5% in gross buybacks. Buybacks will thus, I believe, not be a major source of earnings per share growth. Instead, the company will continue to rely on underlying business growth and operating leverage going forward.When it comes to business growth in the current quarter, Nvidia's guidance gives us some hints. The company forecasts revenues of $32.5 billion, plus or minus 2%. Looking at the guidance midpoint, the implied sequential growth rate is 8%. If Nvidia hits the guidance midpoint, growth will thus slow down substantially from the first half of the current year, as sequential revenue growth was 15% in Q2 and 18% in Q1. Management might try to under-promise and overdeliver, but taking the guidance at face value, growth will not be extraordinary this quarter. An 8% quarterly growth rate isn't strong compared to what Nvidia investors got used to in the recent past, which likely helps explain the share price decline following Nvidia's earnings release.Beyond the current quarter, growth will depend on Nvidia's Blackwell to a large degree. Management's comments looked good in that regard. CEO Jensen Huang stated in the release:Hopper demand remains strong, and the anticipation for Blackwell is incredible.It is not possible to quantify what \"incredible\" anticipation will translate to when it comes to future revenue and profit generation, but the statement nevertheless is positive. Nvidia does not overpromise, thus when they are happy about what Alphabet Inc. (GOOG)(GOOGL), Meta Platforms, Inc. (META), and other customers think about Blackwell, then that's a good sign, I believe.Is Nvidia A Good Investment?Nvidia continues to grow, which is hardly a surprise. But growth has slowed down compared to prior quarters, and gross margins declined during the second quarter. Nvidia's guidance for the current quarter, Q3, implies that growth will continue to slow. This is to be expected to some degree, as no company can grow at a 100% annual pace forever, but it looks like investors still were relatively unhappy about Nvidia's results and guidance.Nvidia remains the AI data center king for now, and that won't change in the foreseeable future, I believe. But since Nvidia's shares are trading at close to 50x forward profits, and since Nvidia is valued at more than $3 trillion, the company is priced for perfection. While buying into Nvidia was an excellent choice a year ago, I'm not sure that Nvidia is an excellent investment right here. Waiting for a better entry point could pay off -- Nvidia traded more than 20% lower just a couple of weeks ago, and investors were able to buy Nvidia in the $70s this spring.With shares being very volatile, I wouldn't be surprised if a better buying opportunity emerges over the coming months. Nvidia is a strong company, but I do not believe that it trades well below fair value, which is why I give it a \"Neutral\" rating for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343516600750120,"gmtCreate":1724895856426,"gmtModify":1724895860100,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"This is a major bull trap, be aware it's probably going to drop back to 90-80 range","listText":"This is a major bull trap, be aware it's probably going to drop back to 90-80 range","text":"This is a major bull trap, be aware it's probably going to drop back to 90-80 range","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/343516600750120","repostId":"2463419910","repostType":2,"repost":{"id":"2463419910","kind":"highlight","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":1724876757,"share":"https://ttm.financial/m/news/2463419910?lang=&edition=fundamental","pubTime":"2024-08-29 04:25","market":"us","language":"en","title":"Nvidia Shares Tumbled As Outlook Fails to Impress Growth-Hungry Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2463419910","media":"Reuters","summary":"Aug 28 (Reuters) - Nvidia    forecast third-quarter revenue above Wall Street estimates on Wednesday, betting on sky-high demand for its chips as more companies seek to build our their artificial-inte","content":"<html><head></head><body><p>[<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221808137401998442%22,%22type%22:1%7D\" title=\"Live Playback: Nvidia FY2025Q2 Earnings Conference Call]\" target=\"_blank\" class=\"\">Live Playback: Nvidia FY2025Q2 Earnings Conference Call]</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0f383903e745612d43a340270c872ec7\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>Nvidia forecast third-quarter gross margin on Wednesday that could miss market estimates and revenue that was largely in line, failing to impress investors who have driven a dizzying rally in its shares as they bet billions on the future of AI.</p><p>In a sign the market wants more from a company that has trounced even the most aggressive expectations over the past few quarters, Nvidia shares fell 6.8% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8884e08a7b5350dda6ad75ebd650e92c\" tg-width=\"782\" tg-height=\"843\"/></p><p>The soft forecast overshadowed a beat on second-quarter revenue and adjusted earnings as well as the unveiling of a $50 billion share buyback.</p><p>Nvidia&#39;s stock has risen more than 150% so far this year. Its tepid forecast may weaken the artificial-intelligence rally that has lifted shares of chipmakers and tech firms over the past year.</p><p>&#34;Here&#39;s the issue, the size of the beat this time was much smaller than we&#39;ve been seeing,&#34; said Ryan Detrick, chief market strategist at the Carson Group.</p><p>&#34;Even future guidance was raised, but again not by the tune from previous quarters. This is a great company that is still growing revenue at 122%, but it appears the bar was just set a tad too high this earnings season.&#34;</p><p>Nvidia expects adjusted gross margin of 75%, plus or minus 50 basis points, in the third quarter. Analysts on average forecast gross margin to be 75.5%, according to LSEG data. It reported a 75.7% gross margin in the second quarter versus an average estimate of 75.8%.</p><p>Investors had lofty expectations of the chipmaker, following a more than sevenfold surge in Nvidia&#39;s shares over the last two years - making it one of the biggest beneficiaries of the rally in AI-linked shares.</p><p>The company&#39;s capacity to surpass estimates faces increasingly greater challenges as each success prompts Wall Street to raise its targets even higher.</p><p>The company forecast revenue of $32.5 billion, plus or minus 2%, for the third quarter, compared with analysts&#39; average estimate of $31.77 billion, according to LSEG data.</p><p>Second-quarter revenue was $30.04 billion, beating estimates of $28.70 billion.</p><p>Sales in Nvidia&#39;s data center segment grew 154% to $26.3 billion in the second quarter ended July 28, above estimates of $25.15 billion. From the first quarter, it increased 16%.</p><p>The company said it expects several billion dollars in revenue from its latest Blackwell chips in the fourth quarter, addressing widespread concerns of reported production delays hampering growth.</p><p>&#34;Blackwell samples are shipping to our partners and customers,&#34; CEO Jensen Huang said in a statement.</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 Shares Tumbled As Outlook Fails to Impress Growth-Hungry Investors</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 Shares Tumbled As Outlook Fails to Impress Growth-Hungry Investors\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\">2024-08-29 04:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>[<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221808137401998442%22,%22type%22:1%7D\" title=\"Live Playback: Nvidia FY2025Q2 Earnings Conference Call]\" target=\"_blank\" class=\"\">Live Playback: Nvidia FY2025Q2 Earnings Conference Call]</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0f383903e745612d43a340270c872ec7\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>Nvidia forecast third-quarter gross margin on Wednesday that could miss market estimates and revenue that was largely in line, failing to impress investors who have driven a dizzying rally in its shares as they bet billions on the future of AI.</p><p>In a sign the market wants more from a company that has trounced even the most aggressive expectations over the past few quarters, Nvidia shares fell 6.8% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8884e08a7b5350dda6ad75ebd650e92c\" tg-width=\"782\" tg-height=\"843\"/></p><p>The soft forecast overshadowed a beat on second-quarter revenue and adjusted earnings as well as the unveiling of a $50 billion share buyback.</p><p>Nvidia&#39;s stock has risen more than 150% so far this year. Its tepid forecast may weaken the artificial-intelligence rally that has lifted shares of chipmakers and tech firms over the past year.</p><p>&#34;Here&#39;s the issue, the size of the beat this time was much smaller than we&#39;ve been seeing,&#34; said Ryan Detrick, chief market strategist at the Carson Group.</p><p>&#34;Even future guidance was raised, but again not by the tune from previous quarters. This is a great company that is still growing revenue at 122%, but it appears the bar was just set a tad too high this earnings season.&#34;</p><p>Nvidia expects adjusted gross margin of 75%, plus or minus 50 basis points, in the third quarter. Analysts on average forecast gross margin to be 75.5%, according to LSEG data. It reported a 75.7% gross margin in the second quarter versus an average estimate of 75.8%.</p><p>Investors had lofty expectations of the chipmaker, following a more than sevenfold surge in Nvidia&#39;s shares over the last two years - making it one of the biggest beneficiaries of the rally in AI-linked shares.</p><p>The company&#39;s capacity to surpass estimates faces increasingly greater challenges as each success prompts Wall Street to raise its targets even higher.</p><p>The company forecast revenue of $32.5 billion, plus or minus 2%, for the third quarter, compared with analysts&#39; average estimate of $31.77 billion, according to LSEG data.</p><p>Second-quarter revenue was $30.04 billion, beating estimates of $28.70 billion.</p><p>Sales in Nvidia&#39;s data center segment grew 154% to $26.3 billion in the second quarter ended July 28, above estimates of $25.15 billion. From the first quarter, it increased 16%.</p><p>The company said it expects several billion dollars in revenue from its latest Blackwell chips in the fourth quarter, addressing widespread concerns of reported production delays hampering growth.</p><p>&#34;Blackwell samples are shipping to our partners and customers,&#34; CEO Jensen Huang said in a statement.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"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":"2463419910","content_text":"[Live Playback: Nvidia FY2025Q2 Earnings Conference Call]Nvidia forecast third-quarter gross margin on Wednesday that could miss market estimates and revenue that was largely in line, failing to impress investors who have driven a dizzying rally in its shares as they bet billions on the future of AI.In a sign the market wants more from a company that has trounced even the most aggressive expectations over the past few quarters, Nvidia shares fell 6.8% in overnight trading.The soft forecast overshadowed a beat on second-quarter revenue and adjusted earnings as well as the unveiling of a $50 billion share buyback.Nvidia's stock has risen more than 150% so far this year. Its tepid forecast may weaken the artificial-intelligence rally that has lifted shares of chipmakers and tech firms over the past year.\"Here's the issue, the size of the beat this time was much smaller than we've been seeing,\" said Ryan Detrick, chief market strategist at the Carson Group.\"Even future guidance was raised, but again not by the tune from previous quarters. This is a great company that is still growing revenue at 122%, but it appears the bar was just set a tad too high this earnings season.\"Nvidia expects adjusted gross margin of 75%, plus or minus 50 basis points, in the third quarter. Analysts on average forecast gross margin to be 75.5%, according to LSEG data. It reported a 75.7% gross margin in the second quarter versus an average estimate of 75.8%.Investors had lofty expectations of the chipmaker, following a more than sevenfold surge in Nvidia's shares over the last two years - making it one of the biggest beneficiaries of the rally in AI-linked shares.The company's capacity to surpass estimates faces increasingly greater challenges as each success prompts Wall Street to raise its targets even higher.The company forecast revenue of $32.5 billion, plus or minus 2%, for the third quarter, compared with analysts' average estimate of $31.77 billion, according to LSEG data.Second-quarter revenue was $30.04 billion, beating estimates of $28.70 billion.Sales in Nvidia's data center segment grew 154% to $26.3 billion in the second quarter ended July 28, above estimates of $25.15 billion. From the first quarter, it increased 16%.The company said it expects several billion dollars in revenue from its latest Blackwell chips in the fourth quarter, addressing widespread concerns of reported production delays hampering growth.\"Blackwell samples are shipping to our partners and customers,\" CEO Jensen Huang said in a statement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320250898923656,"gmtCreate":1719215197361,"gmtModify":1719215200359,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"🚀","listText":"🚀","text":"🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320250898923656","repostId":"2445058657","repostType":2,"repost":{"id":"2445058657","kind":"highlight","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":1719195640,"share":"https://ttm.financial/m/news/2445058657?lang=&edition=fundamental","pubTime":"2024-06-24 10:20","market":"us","language":"en","title":"Nvidia to Launch in Middle East Amid U.S. Curbs on AI Exports to Region, Ooredoo CEO Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2445058657","media":"Reuters","summary":"By Andrew  Mills      DOHA, June 23 (Reuters) - Nvidia has signed a deal to deploy its artificial intelligence technology at data centres owned by Qatari telecoms group Ooredoo in five Middle Eastern ","content":"<html><head></head><body><p>(Reuters) - Nvidia has signed a deal to deploy its artificial intelligence technology at data centres owned by Qatari telecoms group Ooredoo in five Middle Eastern countries, Ooredoo&#39;s CEO told Reuters.</p><p>The agreement marks Nvidia&#39;s first large-scale launch in a region to which Washington has curbed the export of sophisticated U.S. chips to stop Chinese firms from using Middle Eastern countries as a back door to access the newest AI technology.</p><p>It will make Ooredoo the first company in the region able to give clients of its data centers in Qatar, Algeria, Tunisia, Oman, Kuwait and the Maldives direct access to Nvidia&#39;s AI and graphics processing technology, Ooredoo said in a statement.</p><p>Providing the technology will allow Ooredoo to better help its customers deploy generative AI applications, Nvidia&#39;s senior vice president of telecom Ronnie Vasishta said.</p><p>&#34;Our b2b clients, thanks to this agreement, will have access to services that probably their competitors (won&#39;t) for another 18 to 24 months,&#34; Ooredoo&#39;s CEO Aziz Aluthman Fakhroo told Reuters in an interview.</p><p>The companies did not disclose the value of the deal, which was signed on the sidelines of the TM Forum in Copenhagen on June 19.</p><p>Ooredoo also would not disclose exactly what type of Nvidia technology it will be installing in its data centres, saying that it depends on availability and customer demand.</p><p>Washington allows the export of some Nvidia technology to the Middle East, but curbs exports of the company&#39;s most sophisticated chips.</p><p>Ooredoo is investing $1 billion to boost its regional data centre capacity by 20-25 additional megawatts on top of the 40 megawatts it currently has, and plans to almost triple that by the end of the decade, Fakhroo said.</p><p>The company has carved out its data centers into a separate company following a similar move last year to create the Middle East&#39;s largest tower company in a deal with Kuwait&#39;s Zain and Dubai&#39;s TASC Towers Holding.</p><p>Ooredoo also has plans to carve out its undersea cables and fiber network into a separate entity, Fakhroo said.</p></body></html>","collect":0,"html":"<!DOCTYPE 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia to Launch in Middle East Amid U.S. Curbs on AI Exports to Region, Ooredoo CEO Says\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\">2024-06-24 10:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Nvidia has signed a deal to deploy its artificial intelligence technology at data centres owned by Qatari telecoms group Ooredoo in five Middle Eastern countries, Ooredoo&#39;s CEO told Reuters.</p><p>The agreement marks Nvidia&#39;s first large-scale launch in a region to which Washington has curbed the export of sophisticated U.S. chips to stop Chinese firms from using Middle Eastern countries as a back door to access the newest AI technology.</p><p>It will make Ooredoo the first company in the region able to give clients of its data centers in Qatar, Algeria, Tunisia, Oman, Kuwait and the Maldives direct access to Nvidia&#39;s AI and graphics processing technology, Ooredoo said in a statement.</p><p>Providing the technology will allow Ooredoo to better help its customers deploy generative AI applications, Nvidia&#39;s senior vice president of telecom Ronnie Vasishta said.</p><p>&#34;Our b2b clients, thanks to this agreement, will have access to services that probably their competitors (won&#39;t) for another 18 to 24 months,&#34; Ooredoo&#39;s CEO Aziz Aluthman Fakhroo told Reuters in an interview.</p><p>The companies did not disclose the value of the deal, which was signed on the sidelines of the TM Forum in Copenhagen on June 19.</p><p>Ooredoo also would not disclose exactly what type of Nvidia technology it will be installing in its data centres, saying that it depends on availability and customer demand.</p><p>Washington allows the export of some Nvidia technology to the Middle East, but curbs exports of the company&#39;s most sophisticated chips.</p><p>Ooredoo is investing $1 billion to boost its regional data centre capacity by 20-25 additional megawatts on top of the 40 megawatts it currently has, and plans to almost triple that by the end of the decade, Fakhroo said.</p><p>The company has carved out its data centers into a separate company following a similar move last year to create the Middle East&#39;s largest tower company in a deal with Kuwait&#39;s Zain and Dubai&#39;s TASC Towers Holding.</p><p>Ooredoo also has plans to carve out its undersea cables and fiber network into a separate entity, Fakhroo said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4581":"高盛持仓","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4549":"软银资本持仓","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) 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SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A"},"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":"2445058657","content_text":"(Reuters) - Nvidia has signed a deal to deploy its artificial intelligence technology at data centres owned by Qatari telecoms group Ooredoo in five Middle Eastern countries, Ooredoo's CEO told Reuters.The agreement marks Nvidia's first large-scale launch in a region to which Washington has curbed the export of sophisticated U.S. chips to stop Chinese firms from using Middle Eastern countries as a back door to access the newest AI technology.It will make Ooredoo the first company in the region able to give clients of its data centers in Qatar, Algeria, Tunisia, Oman, Kuwait and the Maldives direct access to Nvidia's AI and graphics processing technology, Ooredoo said in a statement.Providing the technology will allow Ooredoo to better help its customers deploy generative AI applications, Nvidia's senior vice president of telecom Ronnie Vasishta said.\"Our b2b clients, thanks to this agreement, will have access to services that probably their competitors (won't) for another 18 to 24 months,\" Ooredoo's CEO Aziz Aluthman Fakhroo told Reuters in an interview.The companies did not disclose the value of the deal, which was signed on the sidelines of the TM Forum in Copenhagen on June 19.Ooredoo also would not disclose exactly what type of Nvidia technology it will be installing in its data centres, saying that it depends on availability and customer demand.Washington allows the export of some Nvidia technology to the Middle East, but curbs exports of the company's most sophisticated chips.Ooredoo is investing $1 billion to boost its regional data centre capacity by 20-25 additional megawatts on top of the 40 megawatts it currently has, and plans to almost triple that by the end of the decade, Fakhroo said.The company has carved out its data centers into a separate company following a similar move last year to create the Middle East's largest tower company in a deal with Kuwait's Zain and Dubai's TASC Towers Holding.Ooredoo also has plans to carve out its undersea cables and fiber network into a separate entity, Fakhroo said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317837373517912,"gmtCreate":1718635586765,"gmtModify":1718635592925,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"Woah","listText":"Woah","text":"Woah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317837373517912","repostId":"2444600371","repostType":2,"repost":{"id":"2444600371","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1718632696,"share":"https://ttm.financial/m/news/2444600371?lang=&edition=fundamental","pubTime":"2024-06-17 21:58","market":"hk","language":"en","title":"Nvidia Launching Omniverse Cloud Sensor RTX Microservices to Expedite Autonomous Machines' Development","url":"https://stock-news.laohu8.com/highlight/detail?id=2444600371","media":"MT Newswires Live","summary":"Nvidia  said Monday it is launching its Omniverse Cloud Sensor RTX microservices to expedite the development of autonomous machines.The microservices suite, due to launch later in 2024, will support developers' efforts to test sensor perception and related AI software at scale in virtual environments before real-world deployment, the company said.Price: 132.90, Change: +1.02, Percent Change: +0.77","content":"<html><body><p> Nvidia (NVDA) said Monday it is launching its Omniverse Cloud Sensor RTX microservices to expedite the development of autonomous machines.</p><p>The microservices suite, due to launch later in 2024, will support developers' efforts to test sensor perception and related AI software at scale in virtual environments before real-world deployment, the company said.</p><p>Price: 132.90, Change: +1.02, Percent Change: +0.77</p></body></html>","source":"mtnewswires_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Launching Omniverse Cloud Sensor RTX Microservices to Expedite Autonomous Machines' Development</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 Launching Omniverse Cloud Sensor RTX Microservices to Expedite Autonomous Machines' Development\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2024-06-17 21:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Nvidia (NVDA) said Monday it is launching its Omniverse Cloud Sensor RTX microservices to expedite the development of autonomous machines.</p><p>The microservices suite, due to launch later in 2024, will support developers' efforts to test sensor perception and related AI software at scale in virtual environments before real-world deployment, the company said.</p><p>Price: 132.90, Change: +1.02, Percent Change: +0.77</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RTX":"雷神技术公司","LU0079474960.USD":"联博美国增长基金A","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4587":"ChatGPT概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4527":"明星科技股","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","NVDA":"英伟达","LU0109392836.USD":"富兰克林科技股A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4550":"红杉资本持仓","LU0080751232.USD":"富达环球多元动力基金A","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4503":"景林资产持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4551":"寇图资本持仓","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4549":"软银资本持仓","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","BK4585":"ETF&股票定投概念","BK4529":"IDC概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","BK4592":"伊斯兰概念","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2444600371","content_text":"Nvidia (NVDA) said Monday it is launching its Omniverse Cloud Sensor RTX microservices to expedite the development of autonomous machines.The microservices suite, due to launch later in 2024, will support developers' efforts to test sensor perception and related AI software at scale in virtual environments before real-world deployment, the company said.Price: 132.90, Change: +1.02, Percent Change: +0.77","news_type":1},"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317833291624528,"gmtCreate":1718634602104,"gmtModify":1718634606381,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"So the market and nvida drop and then the news, it's all manipulated","listText":"So the market and nvida drop and then the news, it's all manipulated","text":"So the market and nvida drop and then the news, it's all manipulated","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317833291624528","repostId":"1125171390","repostType":2,"repost":{"id":"1125171390","kind":"news","pubTimestamp":1718633760,"share":"https://ttm.financial/m/news/1125171390?lang=&edition=fundamental","pubTime":"2024-06-17 22:16","market":"us","language":"en","title":"Nvidia Gets Supreme Court Review on Shareholder Crypto Suit","url":"https://stock-news.laohu8.com/highlight/detail?id=1125171390","media":"Bloomberg","summary":"The US Supreme Court agreed to use a case over Nvidia Corp.’s crypto-mining revenue to consider making it harder for shareholders to press securities fraud lawsuits.Nvidia is seeking to stop an invest","content":"<html><head></head><body><p>The US Supreme Court agreed to use a case over Nvidia Corp.’s crypto-mining revenue to consider making it harder for shareholders to press securities fraud lawsuits.</p><p style=\"text-align: start;\">Nvidia is seeking to stop an investor suit that accuses the company of being deceptive about how dependent it was on revenue from crypto mining before a 2018 market downturn. The justices said Monday they will hear Nvidia’s contentions that the complaint lacks enough specificity to go forward.</p><p style=\"text-align: start;\">A ruling favoring Nvidia would give companies new leverage to win early dismissal of shareholder suits and avoid the expense of mounting a full-scale defense. The case centers on the protections Congress gave companies in the 1995 Private Securities Litigation Reform Act.</p><p style=\"text-align: start;\">The court’s 2024-25 term now looks to be a pivotal one for the future of shareholder litigation. The court said earlier this month it will consider scuttling a shareholder suit against Meta Platforms Inc. over the data-harvesting scandal involving political consulting firm Cambridge Analytica.</p><p style=\"text-align: start;\">In the newest case, the shareholders say that in 2017 and 2018 Nvidia’s Chief Executive Jensen Huang hid the fact that record revenue growth was being driven by mining-related sales of the company’s flagship GeForce GPU product, rather than by sales for gaming.</p><p>The investors say the cryptocurrency market’s volatility meant the company was exposed to more risk than it was revealing. The company said in November 2018 that had missed its revenue projections, sending shares tumbling more than 28% over two days.</p><p style=\"text-align: start;\">Huang at the time said a “crypto hangover” was to blame.</p><p style=\"text-align: start;\">“Analysts immediately recognized this as a reversal of NVIDIA’s prior reassurances that mining-related demand represented a small portion of revenues,” the shareholders told the Supreme Court.</p><p style=\"text-align: start;\">The San Francisco-based 9th US Circuit Court of Appeals said the lawsuit could go forward.</p><p style=\"text-align: start;\">Nvidia argues in its appeal that the shareholders lack the type of internal company documents needed to show that officials knew they were making misleading statements.</p><p style=\"text-align: start;\">“Nothing plaintiffs have cited describes the contents of a single internal communication involving Nvidia’s CEO that in fact addressed the portion of GPUs sold to cryptocurrency miners,” the company argued.</p><p style=\"text-align: start;\">Nvidia in 2020 <u>agreed</u> to pay $5.5 million to settle related allegations by the Securities and Exchange Commission.</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>Nvidia Gets Supreme Court Review on Shareholder Crypto Suit</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; 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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 Gets Supreme Court Review on Shareholder Crypto Suit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-17 22:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-06-17/nvidia-gets-supreme-court-review-on-shareholder-crypto-suit?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The US Supreme Court agreed to use a case over Nvidia Corp.’s crypto-mining revenue to consider making it harder for shareholders to press securities fraud lawsuits.Nvidia is seeking to stop an ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-06-17/nvidia-gets-supreme-court-review-on-shareholder-crypto-suit?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.bloomberg.com/news/articles/2024-06-17/nvidia-gets-supreme-court-review-on-shareholder-crypto-suit?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125171390","content_text":"The US Supreme Court agreed to use a case over Nvidia Corp.’s crypto-mining revenue to consider making it harder for shareholders to press securities fraud lawsuits.Nvidia is seeking to stop an investor suit that accuses the company of being deceptive about how dependent it was on revenue from crypto mining before a 2018 market downturn. The justices said Monday they will hear Nvidia’s contentions that the complaint lacks enough specificity to go forward.A ruling favoring Nvidia would give companies new leverage to win early dismissal of shareholder suits and avoid the expense of mounting a full-scale defense. The case centers on the protections Congress gave companies in the 1995 Private Securities Litigation Reform Act.The court’s 2024-25 term now looks to be a pivotal one for the future of shareholder litigation. The court said earlier this month it will consider scuttling a shareholder suit against Meta Platforms Inc. over the data-harvesting scandal involving political consulting firm Cambridge Analytica.In the newest case, the shareholders say that in 2017 and 2018 Nvidia’s Chief Executive Jensen Huang hid the fact that record revenue growth was being driven by mining-related sales of the company’s flagship GeForce GPU product, rather than by sales for gaming.The investors say the cryptocurrency market’s volatility meant the company was exposed to more risk than it was revealing. The company said in November 2018 that had missed its revenue projections, sending shares tumbling more than 28% over two days.Huang at the time said a “crypto hangover” was to blame.“Analysts immediately recognized this as a reversal of NVIDIA’s prior reassurances that mining-related demand represented a small portion of revenues,” the shareholders told the Supreme Court.The San Francisco-based 9th US Circuit Court of Appeals said the lawsuit could go forward.Nvidia argues in its appeal that the shareholders lack the type of internal company documents needed to show that officials knew they were making misleading statements.“Nothing plaintiffs have cited describes the contents of a single internal communication involving Nvidia’s CEO that in fact addressed the portion of GPUs sold to cryptocurrency miners,” the company argued.Nvidia in 2020 agreed to pay $5.5 million to settle related allegations by the Securities and Exchange Commission.","news_type":1},"isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316796646117568,"gmtCreate":1718382052975,"gmtModify":1718382060041,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NVDA 20240621 135.0 CALL\">$NVDA 20240621 135.0 CALL$</a>&nbsp; In n out","listText":"<a href=\"https://ttm.financial/OPT/NVDA 20240621 135.0 CALL\">$NVDA 20240621 135.0 CALL$</a>&nbsp; In n out","text":"$NVDA 20240621 135.0 CALL$ In n out","images":[{"img":"https://community-static.tradeup.com/news/aff7f4df5fd04958c29e8ce230449437","width":"618","height":"1066"},{"img":"https://community-static.tradeup.com/news/958cc76ce132f3e5b666e5b5861f2825","width":"618","height":"1066"},{"img":"https://community-static.tradeup.com/news/68e859988f13b9b26589b97e5e8ea635","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/316796646117568","isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":316777592303760,"gmtCreate":1718377424135,"gmtModify":1718377429962,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"They about to moon🚀","listText":"They about to moon🚀","text":"They about to moon🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316777592303760","repostId":"2443506622","repostType":2,"repost":{"id":"2443506622","kind":"highlight","pubTimestamp":1718368337,"share":"https://ttm.financial/m/news/2443506622?lang=&edition=fundamental","pubTime":"2024-06-14 20:32","market":"us","language":"en","title":"Here’s Why You Should Hold Baidu (BIDU) Despite Challenges","url":"https://stock-news.laohu8.com/highlight/detail?id=2443506622","media":"Insider Monkey","summary":"Ariel Investments, an investment management company, released its “Ariel Global Fund” first-quarter 2024 investor letter. A copy of the letter can be downloaded here. In the first quarter, the Ariel Global fund appreciated +7.35% lagging behind the +8.20% gain of its primary benchmark, the MSCI ACWI Index, but ahead of the +6.85% return of its secondary benchmark, the MSCI ACWI Value Index. The upward rally of developed markets continued in the first quarter of 2024. The rally was driven by investors' excitement over artificial intelligence , a rebound in bank lending growth, decreased energy costs, a rise in global manufacturing activity, recent structural reforms in Japan, and the near-term possibility of a rate-cutting cycle in the U.S. and Europe. In addition, you can check the top 5 holdings of the fund to know its best picks in 2024.Ariel Global Fund stated the following regarding Baidu, Inc.  in its first quarter 2024 investor letter:","content":"<html><body><p>Ariel Investments, an investment management company, released its “Ariel Global Fund” first-quarter 2024 investor letter. A copy of the letter can be downloaded here. In the first quarter, the Ariel Global fund appreciated +7.35% lagging behind the +8.20% gain of its primary benchmark, the MSCI ACWI Index, but ahead of the +6.85% return of its secondary benchmark, the MSCI ACWI Value Index. The upward rally of developed markets continued in the first quarter of 2024. The rally was driven by investors' excitement over artificial intelligence (AI), a rebound in bank lending growth, decreased energy costs, a rise in global manufacturing activity, recent structural reforms in Japan, and the near-term possibility of a rate-cutting cycle in the U.S. and Europe. In addition, you can check the top 5 holdings of the fund to know its best picks in 2024.</p>\n<p>Ariel Global Fund highlighted stocks like Baidu, Inc. (NASDAQ:BIDU), in the first quarter 2024 investor letter. Baidu, Inc. (NASDAQ:BIDU) is an internet services provider in China. The one-month return of Baidu, Inc. (NASDAQ:BIDU) was -16.52%, and its shares lost 36.80% of their value over the last 52 weeks. On June 13, 2024, Baidu, Inc. (NASDAQ:BIDU) stock closed at $93.99 per share with a market capitalization of $33.213 billion.</p>\n<p>Ariel Global Fund stated the following regarding Baidu, Inc. (NASDAQ:BIDU) in its first quarter 2024 investor letter:</p>\n<blockquote>\n<p>\"Alternatively, several positions weighed on performance. China’s internet search and online community leader, Baidu, Inc. traded lower alongside Chinese equities as intensifying problems in China weighed on investor sentiment during the period. The company continues to invest heavily in Artificial Intelligence (AI) and recently launched its generative AI, Ernie Bot, aimed at rivaling Open AI's ChatGPT. While monetization of the new technology is largely dependent on regulatory review, we think Baidu should continue to experience margin improvement with the ongoing implementation of efficiency and profitability initiatives. While some investors remain on the sidelines due to uncertainty surrounding China’s economic growth, government regulations, and the political rhetoric towards Taiwan, we remain enthusiastic about Baidu’s longer-term opportunity for revenue growth and margin expansion across internet search, cloud, autonomous driving, artificial intelligence and online video.\"</p>\n</blockquote>\n<img height=\"430\" src=\"https://s.yimg.com/uu/api/res/1.2/OVsvV0ENuwW2lyMYsaHyuQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/861f68882c20d8ba6cb5c8fe0a173cc6\" width=\"768\"/> A modern internet space with a person using Baidu services on a laptop. \n<p>Baidu, Inc. (NASDAQ:BIDU) is not on our list of 31 Most <a href=\"https://laohu8.com/S/BPOPN\">Popular</a> Stocks Among Hedge Funds. As per our database, 48 hedge fund portfolios held Baidu, Inc. (NASDAQ:BIDU) at the end of the first quarter which was 48 in the previous quarter. In the first quarter total revenue of Baidu, Inc. (NASDAQ:BIDU) increased 1% year-over-year. While we acknowledge the potential of Baidu, Inc. (NASDAQ:BIDU) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the <strong>cheapest AI stock</strong>.</p>\n<p>In another article, we discussed Baidu, Inc. (NASDAQ:BIDU) and shared the list of undervalued cyclical stocks to invest in according to analysts. In addition, please check out our hedge fund investor letters Q1 2024 page for more investor letters from hedge funds and other leading investors.</p>\n<p><strong>READ NEXT: </strong><strong>Michael Burry Is Selling These Stocks</strong><strong> and </strong><strong>A New Dawn Is Coming to US Stocks</strong><strong>.</strong></p>\n<p>Disclosure: None. This article is originally published at <u>Insider Monkey</u>.</p></body></html>","source":"yahoofinance","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>Here’s Why You Should Hold Baidu (BIDU) Despite Challenges</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\">\nHere’s Why You Should Hold Baidu (BIDU) Despite Challenges\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-14 20:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/why-hold-baidu-bidu-despite-123217153.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ariel Investments, an investment management company, released its “Ariel Global Fund” first-quarter 2024 investor letter. A copy of the letter can be downloaded here. In the first quarter, the Ariel ...</p>\n\n<a href=\"https://finance.yahoo.com/news/why-hold-baidu-bidu-despite-123217153.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/2qJMrhkSHUAVSgFaIsbFhw--~B/aD00MzA7dz03Njg7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/insidermonkey.com/861f68882c20d8ba6cb5c8fe0a173cc6","relate_stocks":{"PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","SQQQ":"纳指三倍做空ETF","LU0173614495.USD":"富达中国焦点A","LU0359201612.USD":"贝莱德中国基金A2","BIDU":"百度","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","QQQ":"纳指100ETF","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","BK4587":"ChatGPT概念","TQQQ":"纳指三倍做多ETF","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","BK4535":"淡马锡持仓","QID":"纳指两倍做空ETF","BK4077":"互动媒体与服务","BK4588":"碎股","BK4579":"人工智能","BK4526":"热门中概股",".IXIC":"NASDAQ Composite","BK4552":"Archegos爆仓风波概念","BK4574":"无人驾驶","LU0287142896.SGD":"Fidelity China Focus A-SGD"},"source_url":"https://finance.yahoo.com/news/why-hold-baidu-bidu-despite-123217153.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2443506622","content_text":"Ariel Investments, an investment management company, released its “Ariel Global Fund” first-quarter 2024 investor letter. A copy of the letter can be downloaded here. In the first quarter, the Ariel Global fund appreciated +7.35% lagging behind the +8.20% gain of its primary benchmark, the MSCI ACWI Index, but ahead of the +6.85% return of its secondary benchmark, the MSCI ACWI Value Index. The upward rally of developed markets continued in the first quarter of 2024. The rally was driven by investors' excitement over artificial intelligence (AI), a rebound in bank lending growth, decreased energy costs, a rise in global manufacturing activity, recent structural reforms in Japan, and the near-term possibility of a rate-cutting cycle in the U.S. and Europe. In addition, you can check the top 5 holdings of the fund to know its best picks in 2024.\nAriel Global Fund highlighted stocks like Baidu, Inc. (NASDAQ:BIDU), in the first quarter 2024 investor letter. Baidu, Inc. (NASDAQ:BIDU) is an internet services provider in China. The one-month return of Baidu, Inc. (NASDAQ:BIDU) was -16.52%, and its shares lost 36.80% of their value over the last 52 weeks. On June 13, 2024, Baidu, Inc. (NASDAQ:BIDU) stock closed at $93.99 per share with a market capitalization of $33.213 billion.\nAriel Global Fund stated the following regarding Baidu, Inc. (NASDAQ:BIDU) in its first quarter 2024 investor letter:\n\n\"Alternatively, several positions weighed on performance. China’s internet search and online community leader, Baidu, Inc. traded lower alongside Chinese equities as intensifying problems in China weighed on investor sentiment during the period. The company continues to invest heavily in Artificial Intelligence (AI) and recently launched its generative AI, Ernie Bot, aimed at rivaling Open AI's ChatGPT. While monetization of the new technology is largely dependent on regulatory review, we think Baidu should continue to experience margin improvement with the ongoing implementation of efficiency and profitability initiatives. While some investors remain on the sidelines due to uncertainty surrounding China’s economic growth, government regulations, and the political rhetoric towards Taiwan, we remain enthusiastic about Baidu’s longer-term opportunity for revenue growth and margin expansion across internet search, cloud, autonomous driving, artificial intelligence and online video.\"\n\n A modern internet space with a person using Baidu services on a laptop. \nBaidu, Inc. (NASDAQ:BIDU) is not on our list of 31 Most Popular Stocks Among Hedge Funds. As per our database, 48 hedge fund portfolios held Baidu, Inc. (NASDAQ:BIDU) at the end of the first quarter which was 48 in the previous quarter. In the first quarter total revenue of Baidu, Inc. (NASDAQ:BIDU) increased 1% year-over-year. While we acknowledge the potential of Baidu, Inc. (NASDAQ:BIDU) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.\nIn another article, we discussed Baidu, Inc. (NASDAQ:BIDU) and shared the list of undervalued cyclical stocks to invest in according to analysts. In addition, please check out our hedge fund investor letters Q1 2024 page for more investor letters from hedge funds and other leading investors.\nREAD NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks.\nDisclosure: None. This article is originally published at Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316756649537800,"gmtCreate":1718351938245,"gmtModify":1718351941706,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"Nvda probably within a few months","listText":"Nvda probably within a few months","text":"Nvda probably within a few months","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316756649537800","repostId":"2442536533","repostType":4,"repost":{"id":"2442536533","kind":"highlight","pubTimestamp":1718348400,"share":"https://ttm.financial/m/news/2442536533?lang=&edition=fundamental","pubTime":"2024-06-14 15:00","market":"us","language":"en","title":"AAPL, MSFT, NVDA: Which Stock Is Most Likely to Hit $4 Trillion First?","url":"https://stock-news.laohu8.com/highlight/detail?id=2442536533","media":"InvestorPlace","summary":"It may not take very long at all for the first company to reach the $4 trillion milestone mark as we approach the second half.","content":"<html><head></head><body><ul style=\"\"><li><p>The first $3 trillion market cap may have been hit recently. But soon, one of tech’s high flyers may hit $4 trillion.</p></li><li><p><strong>Apple</strong>: Deepwater’s Gene Munster said Apple had its biggest day since 2007. </p></li><li><p><strong>Microsoft</strong>: It’s my top pick to hit the $4 trillion valuation first. </p></li><li><p><strong>Nvidia</strong>: The announcement of Rubin may be fuel for the euphoric rally.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f96458ff306a272fb875824cac37f7d3\" alt=\"Source: Serhii Milekhin / Shutterstock.com\" title=\"Source: Serhii Milekhin / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Serhii Milekhin / Shutterstock.com</span></p><p>The race to $4 trillion is on. <strong>Microsoft</strong>, and <strong>Nvidia</strong> are members of the $3 trillion club, while <strong>Apple</strong> has just returned to the club.</p><p>So, which technology behemoth can adapt to keep growth rates elevated enough to keep the good times going? Undoubtedly, Nvidia’s blistering triple-digit sales growth puts the GPU kingpin on another planet.</p><p>This initial artificial intelligence (<strong>AI</strong>) accelerator gold rush will cool down. And when it does, questions linger about the kind of sustained growth rate that Nvidia will settle into. If there is a downturn in the future, it will be almost impossible to time.</p><p>While triple-digit growth is simply unsustainable, perhaps Nvidia has a few more upside surprises in store for those holding on at today’s meteoric highs.</p><p>After all, many analysts have been guilty of underestimating the company in the past three years. Whether they’re continuing to underestimate the magnitude of the boom remains the $4 trillion question.</p><h2 id=\"id_2949059515\">Apple (AAPL)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63ea4fc6bf14cf37582ddf7c9dce7a1d\" alt=\"Source: Moab Republic / Shutterstock\" title=\"Source: Moab Republic / Shutterstock\" tg-width=\"300\" tg-height=\"169\"/><span>Source: Moab Republic / Shutterstock</span></p><p>How could Apple be the first to hit a $4 trillion valuation after it reigned again as most valuable U.S. company for first time since January?</p><p>Though many consider Apple to be an underdog in the race to $4 trillion, the worst of the company’s iPhone sales hiccups may have already passed. As interest rates begin to fall, perhaps more discretionary income in consumers’ pockets will give way to a splurge on new devices.</p><p>If anything, the latest iPhones, iPads and Macs are not discretionary goods anymore, not when they can run Apple Intelligence using Apple’s hybrid approach to AI computing.</p><p>Additionally, some notable bulls are out following Apple’s big WWDC day, including Deepwater Asset Management’s Gene Munster. Recently, the latter sat down with CNBC to share his thoughts. He thought the first day of WWDC 2024 (June 10) was the biggest day for Apple since 2007, the day Apple unveiled the first iPhone.</p><p>If Munster is right, Apple could find itself at a $4 trillion market cap. That’s just a 22% rally for AAPL stock from here, which is totally attainable given the soft year-to-date (<strong>YTD</strong>) rally of just 11%.</p><h2 id=\"id_2717200425\">Microsoft (MSFT)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f64dad680a056b85fc9e191261845073\" alt=\"Source: Ascannio / Shutterstock.com\" title=\"Source: Ascannio / Shutterstock.com\" tg-width=\"300\" tg-height=\"169\"/><span>Source: Ascannio / Shutterstock.com</span></p><p>Microsoft is one of technically the closest to hitting that $4 trillion market cap mark. Now, the stock is sitting at just south of $3.3 trillion. The road to $4 trillion may be less traveled for Microsoft at current levels. Yet, it would be a mistake to discount the potential for Nvidia or Apple to make a second-half sprint to such a finish line.</p><p>In any case, some smart analysts see Microsoft rising to a valuation of $4 trillion, thanks in part to its drivers that span well beyond generative AI.</p><p>Most notably, the Azure cloud business, which stands to benefit from greater AI usage as a whole, could be next in line to excite. Pierre Ferragu of NewStreet Research thinks a $4 trillion valuation makes sense as Microsoft seeks “achieving the Nirvana of execution.” That entails “higher profitability” and “rapid and steady market share gains.”</p><p>Truly, fast and steady may ultimately win the market cap race. And MSFT stock has the best shot at rallying enough to mint Microsoft as the first to break a $4 trillion valuation. A gain of around 22% from Thursday’s close will do it.</p><h2 id=\"id_706417736\">Nvidia (NVDA)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ed51b8b8d703070a9e2ed290dd230b31\" alt=\"Source: Michael Vi / Shutterstock.com\" title=\"Source: Michael Vi / Shutterstock.com\" tg-width=\"300\" tg-height=\"169\"/><span>Source: Michael Vi / Shutterstock.com</span></p><p>Nvidia is probably the favorite pick for many to hit the $4 trillion valuation level first. At around $3.2 trillion, it will take a surge of just over 25% to hit the level.</p><p>NVDA stock has rallied more than 35% in just the past month. If AI enthusiasm continues, Nvidia could be flirting with $4 trillion in a matter of weeks. Of course, just how much exciting news can flow in for the summer when we’ve already had so much to admire in the first half?</p><p>Already, Nvidia is thinking years ahead with its Rubin platform for 2026. It’s not just the GPU that has investors’ attention. It’s the next-generation Vera chip built on the Rubin platform that could capture the world by storm.</p><p>There’s only one problem with the Rubin news. It’s likely already (mostly) baked in, and we’re going to have to wait more than a year and a half before the chip launches. That’s a long wait. And NVDA stock could certainly consolidate until Rubin launches.</p><p>Finally, Rubin’s hype may bring forward a bit of excitement and upside this year, perhaps taking away from NVDA stock’s future performance. Whether it’s enough to sustain a 2024 push to a $4 trillion market cap remains to be seen.</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>AAPL, MSFT, NVDA: Which Stock Is Most Likely to Hit $4 Trillion First?</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\">\nAAPL, MSFT, NVDA: Which Stock Is Most Likely to Hit $4 Trillion First?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-14 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/06/aapl-msft-nvda-which-stock-is-most-likely-to-hit-4-trillion-first/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The first $3 trillion market cap may have been hit recently. But soon, one of tech’s high flyers may hit $4 trillion.Apple: Deepwater’s Gene Munster said Apple had its biggest day since 2007. ...</p>\n\n<a href=\"https://investorplace.com/2024/06/aapl-msft-nvda-which-stock-is-most-likely-to-hit-4-trillion-first/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4553":"喜马拉雅资本持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4533":"AQR资本管理(全球第二大对冲基金)","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4535":"淡马锡持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4559":"巴菲特持仓","BK4538":"云计算","LU0171293334.USD":"贝莱德英国基金A2","AAPL":"苹果","BK4550":"红杉资本持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4097":"系统软件","NVDA":"英伟达","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4512":"苹果概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4549":"软银资本持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4548":"巴美列捷福持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","MSFT":"微软","BK4554":"元宇宙及AR概念","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4567":"ESG概念"},"source_url":"https://investorplace.com/2024/06/aapl-msft-nvda-which-stock-is-most-likely-to-hit-4-trillion-first/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2442536533","content_text":"The first $3 trillion market cap may have been hit recently. But soon, one of tech’s high flyers may hit $4 trillion.Apple: Deepwater’s Gene Munster said Apple had its biggest day since 2007. Microsoft: It’s my top pick to hit the $4 trillion valuation first. Nvidia: The announcement of Rubin may be fuel for the euphoric rally.Source: Serhii Milekhin / Shutterstock.comThe race to $4 trillion is on. Microsoft, and Nvidia are members of the $3 trillion club, while Apple has just returned to the club.So, which technology behemoth can adapt to keep growth rates elevated enough to keep the good times going? Undoubtedly, Nvidia’s blistering triple-digit sales growth puts the GPU kingpin on another planet.This initial artificial intelligence (AI) accelerator gold rush will cool down. And when it does, questions linger about the kind of sustained growth rate that Nvidia will settle into. If there is a downturn in the future, it will be almost impossible to time.While triple-digit growth is simply unsustainable, perhaps Nvidia has a few more upside surprises in store for those holding on at today’s meteoric highs.After all, many analysts have been guilty of underestimating the company in the past three years. Whether they’re continuing to underestimate the magnitude of the boom remains the $4 trillion question.Apple (AAPL)Source: Moab Republic / ShutterstockHow could Apple be the first to hit a $4 trillion valuation after it reigned again as most valuable U.S. company for first time since January?Though many consider Apple to be an underdog in the race to $4 trillion, the worst of the company’s iPhone sales hiccups may have already passed. As interest rates begin to fall, perhaps more discretionary income in consumers’ pockets will give way to a splurge on new devices.If anything, the latest iPhones, iPads and Macs are not discretionary goods anymore, not when they can run Apple Intelligence using Apple’s hybrid approach to AI computing.Additionally, some notable bulls are out following Apple’s big WWDC day, including Deepwater Asset Management’s Gene Munster. Recently, the latter sat down with CNBC to share his thoughts. He thought the first day of WWDC 2024 (June 10) was the biggest day for Apple since 2007, the day Apple unveiled the first iPhone.If Munster is right, Apple could find itself at a $4 trillion market cap. That’s just a 22% rally for AAPL stock from here, which is totally attainable given the soft year-to-date (YTD) rally of just 11%.Microsoft (MSFT)Source: Ascannio / Shutterstock.comMicrosoft is one of technically the closest to hitting that $4 trillion market cap mark. Now, the stock is sitting at just south of $3.3 trillion. The road to $4 trillion may be less traveled for Microsoft at current levels. Yet, it would be a mistake to discount the potential for Nvidia or Apple to make a second-half sprint to such a finish line.In any case, some smart analysts see Microsoft rising to a valuation of $4 trillion, thanks in part to its drivers that span well beyond generative AI.Most notably, the Azure cloud business, which stands to benefit from greater AI usage as a whole, could be next in line to excite. Pierre Ferragu of NewStreet Research thinks a $4 trillion valuation makes sense as Microsoft seeks “achieving the Nirvana of execution.” That entails “higher profitability” and “rapid and steady market share gains.”Truly, fast and steady may ultimately win the market cap race. And MSFT stock has the best shot at rallying enough to mint Microsoft as the first to break a $4 trillion valuation. A gain of around 22% from Thursday’s close will do it.Nvidia (NVDA)Source: Michael Vi / Shutterstock.comNvidia is probably the favorite pick for many to hit the $4 trillion valuation level first. At around $3.2 trillion, it will take a surge of just over 25% to hit the level.NVDA stock has rallied more than 35% in just the past month. If AI enthusiasm continues, Nvidia could be flirting with $4 trillion in a matter of weeks. Of course, just how much exciting news can flow in for the summer when we’ve already had so much to admire in the first half?Already, Nvidia is thinking years ahead with its Rubin platform for 2026. It’s not just the GPU that has investors’ attention. It’s the next-generation Vera chip built on the Rubin platform that could capture the world by storm.There’s only one problem with the Rubin news. It’s likely already (mostly) baked in, and we’re going to have to wait more than a year and a half before the chip launches. That’s a long wait. And NVDA stock could certainly consolidate until Rubin launches.Finally, Rubin’s hype may bring forward a bit of excitement and upside this year, perhaps taking away from NVDA stock’s future performance. Whether it’s enough to sustain a 2024 push to a $4 trillion market cap remains to be seen.","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316100702388504,"gmtCreate":1718202767664,"gmtModify":1718249767191,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NVDA 20240621 125.0 CALL\">$NVDA 20240621 125.0 CALL$</a>&nbsp; Closed a bit early but happy with profit🚀🧨","listText":"<a href=\"https://ttm.financial/OPT/NVDA 20240621 125.0 CALL\">$NVDA 20240621 125.0 CALL$</a>&nbsp; Closed a bit early but happy with profit🚀🧨","text":"$NVDA 20240621 125.0 CALL$ Closed a bit early but happy with profit🚀🧨","images":[{"img":"https://community-static.tradeup.com/news/6d8e21699f37bbea1af272cd0337a60c","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/316100702388504","isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9948570693,"gmtCreate":1680751772612,"gmtModify":1680751774380,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948570693","repostId":"9943960885","repostType":1,"repost":{"id":9943960885,"gmtCreate":1679046674347,"gmtModify":1680580827296,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into Easter and join Tiger's Egg Hunt! 🎉We're giving away free Disney stocks, USD120 stock vouchers, and more to lucky players who participate in our Easter game. 🎁🌟It's easy to play! You could be a lucky winner by jumping and catching the egg. 🐇You can also invite friends to join in on the fun and earn more points. Plus, you can challenge your friends to see who can earn the most points and come out on top.Play now! Don't miss out on this egg-citing opportunity to win big! 🥳🐣<a href=\"https://www.tigerbrokers.com.au/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now！</a>","listText":"🐰🌷 Hop into Easter and join Tiger's Egg Hunt! 🎉We're giving away free Disney stocks, USD120 stock vouchers, and more to lucky players who participate in our Easter game. 🎁🌟It's easy to play! You could be a lucky winner by jumping and catching the egg. 🐇You can also invite friends to join in on the fun and earn more points. Plus, you can challenge your friends to see who can earn the most points and come out on top.Play now! 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data-views=\"0\"></v-v>","text":"$NASDAQ(.IXIC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9989260240","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915591453,"gmtCreate":1665064872972,"gmtModify":1676537551588,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a><v-v data-views=\"0\"></v-v>","text":"$NASDAQ(.IXIC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9915591453","isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9941375822,"gmtCreate":1680010158267,"gmtModify":1680011211443,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Tesla Motors(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941375822","isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316100702388504,"gmtCreate":1718202767664,"gmtModify":1718249767191,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NVDA 20240621 125.0 CALL\">$NVDA 20240621 125.0 CALL$</a>&nbsp; Closed a bit early but happy with profit🚀🧨","listText":"<a href=\"https://ttm.financial/OPT/NVDA 20240621 125.0 CALL\">$NVDA 20240621 125.0 CALL$</a>&nbsp; Closed a bit early but happy with profit🚀🧨","text":"$NVDA 20240621 125.0 CALL$ Closed a bit early but happy with profit🚀🧨","images":[{"img":"https://community-static.tradeup.com/news/6d8e21699f37bbea1af272cd0337a60c","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/316100702388504","isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":347624486191304,"gmtCreate":1725892889434,"gmtModify":1725892893129,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Why is it 100 or 90, this morning buy back was clearly bull trap think this has a long way down 35-45 lots of people about to be burned","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Why is it 100 or 90, this morning buy back was clearly bull trap think this has a long way down 35-45 lots of people about to be burned","text":"$NVIDIA Corp(NVDA)$ Why is it 100 or 90, this morning buy back was clearly bull trap think this has a long way down 35-45 lots of people about to be burned","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/347624486191304","isVote":1,"tweetType":1,"viewCount":1089,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"content":"And also have a look at all the shares the ceo is selling everyday 13million dolllars, why you need $13mill a day? That screams sinking ship","text":"And also have a look at all the shares the ceo is selling everyday 13million dolllars, why you need $13mill a day? That screams sinking ship","html":"And also have a look at all the shares the ceo is selling everyday 13million dolllars, why you need $13mill a day? That screams sinking ship"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316796646117568,"gmtCreate":1718382052975,"gmtModify":1718382060041,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NVDA 20240621 135.0 CALL\">$NVDA 20240621 135.0 CALL$</a>&nbsp; In n out","listText":"<a href=\"https://ttm.financial/OPT/NVDA 20240621 135.0 CALL\">$NVDA 20240621 135.0 CALL$</a>&nbsp; In n out","text":"$NVDA 20240621 135.0 CALL$ In n out","images":[{"img":"https://community-static.tradeup.com/news/aff7f4df5fd04958c29e8ce230449437","width":"618","height":"1066"},{"img":"https://community-static.tradeup.com/news/958cc76ce132f3e5b666e5b5861f2825","width":"618","height":"1066"},{"img":"https://community-static.tradeup.com/news/68e859988f13b9b26589b97e5e8ea635","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/316796646117568","isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":350048693600496,"gmtCreate":1726489116230,"gmtModify":1726489120193,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"Looks like there's gonna be another big sell off&nbsp;","listText":"Looks like there's gonna be another big sell off&nbsp;","text":"Looks like there's gonna be another big sell off","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350048693600496","repostId":"2467023638","repostType":2,"repost":{"id":"2467023638","kind":"highlight","pubTimestamp":1726464369,"share":"https://ttm.financial/m/news/2467023638?lang=&edition=fundamental","pubTime":"2024-09-16 13:26","market":"us","language":"en","title":"Nvidia Dominates List Of The Biggest Single-Day Stock Swings Of All Time","url":"https://stock-news.laohu8.com/highlight/detail?id=2467023638","media":"Zero Hedge","summary":"In this graphic, Visual Capitalist's Marcus Lu ranked the biggest single-day stock swings in U.S. history, bytotal change in market capitalizationin U.S. dollars.These numbers were sourced from theblo","content":"<html><head></head><body><p>In this graphic, Visual Capitalist&#39;s Marcus Lu ranked the biggest single-day stock swings in U.S. history, by <strong>total change in market capitalization</strong> in U.S. dollars.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b5195e86dc7222d9c8225da353f6e026\" tg-width=\"500\" tg-height=\"652\"/></p><p><em>These numbers were sourced from the blog of Charlie Bilello, Chief Market Strategist at Creative Planning.</em></p><h2 id=\"id_4116649138\">Data and Highlights</h2><p>All of the numbers we used to create this graphic are listed in the tables below, starting with single-day market cap gains.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/81ee63f6f2b1b5a0bc3a21435530a337\" tg-width=\"500\" tg-height=\"226\"/></p><p>Many of these single-day gains are related to news around artificial intelligence.</p><p>For instance, on July 31, 2024, <strong>Nvidia</strong> jumped 12%, gaining a massive $327 billion in market cap. This was due to better-than-expected results posted by <strong>AMD</strong>, another U.S. semiconductor company with a focus on artificial intelligence (AI).</p><p>A few weeks earlier on June 11, 2024, <strong>Apple</strong> shares recorded their best day since 2022 after the company revealed its on-device AI system, Apple Intelligence.</p><p>Next, let’s look at the biggest single-day market cap losses in U.S. history.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b3255198c11f23e363bfaf2c3fea37d\" tg-width=\"500\" tg-height=\"228\"/></p><p>Again, we can see that all of these losses were recorded in the past few years. Given today’s multi-trillion dollar valuations, billions in company market cap can be gained or wiped out in a single day.</p><h2 id=\"id_1440487627\">Volatility in 2024</h2><p>2024 is proving to be a volatile year for tech stocks, particularly Nvidia, as investors have recently rotated into more defensive sectors like Utilities and Consumer Staples. For reference, the S&amp;P 500’s utilities sector has climbed over 21% YTD in 2024.</p><p>Looking at the Nasdaq-100 index, we can see the beginning of a “falling tops” pattern since July 2024, meaning each peak in price is lower than the previous peak. Falling tops typically indicate a bearish trend.</p></body></html>","source":"zerohedge_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>Nvidia Dominates List Of The Biggest Single-Day Stock Swings Of All Time</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 Dominates List Of The Biggest Single-Day Stock Swings Of All Time\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-16 13:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/nvidia-dominates-list-biggest-single-day-stock-swings-all-time><strong>Zero Hedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In this graphic, Visual Capitalist's Marcus Lu ranked the biggest single-day stock swings in U.S. history, by total change in market capitalization in U.S. dollars.These numbers were sourced from the ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/nvidia-dominates-list-biggest-single-day-stock-swings-all-time\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达","AAPL":"苹果"},"source_url":"https://www.zerohedge.com/markets/nvidia-dominates-list-biggest-single-day-stock-swings-all-time","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2467023638","content_text":"In this graphic, Visual Capitalist's Marcus Lu ranked the biggest single-day stock swings in U.S. history, by total change in market capitalization in U.S. dollars.These numbers were sourced from the blog of Charlie Bilello, Chief Market Strategist at Creative Planning.Data and HighlightsAll of the numbers we used to create this graphic are listed in the tables below, starting with single-day market cap gains.Many of these single-day gains are related to news around artificial intelligence.For instance, on July 31, 2024, Nvidia jumped 12%, gaining a massive $327 billion in market cap. This was due to better-than-expected results posted by AMD, another U.S. semiconductor company with a focus on artificial intelligence (AI).A few weeks earlier on June 11, 2024, Apple shares recorded their best day since 2022 after the company revealed its on-device AI system, Apple Intelligence.Next, let’s look at the biggest single-day market cap losses in U.S. history.Again, we can see that all of these losses were recorded in the past few years. Given today’s multi-trillion dollar valuations, billions in company market cap can be gained or wiped out in a single day.Volatility in 20242024 is proving to be a volatile year for tech stocks, particularly Nvidia, as investors have recently rotated into more defensive sectors like Utilities and Consumer Staples. For reference, the S&P 500’s utilities sector has climbed over 21% YTD in 2024.Looking at the Nasdaq-100 index, we can see the beginning of a “falling tops” pattern since July 2024, meaning each peak in price is lower than the previous peak. Falling tops typically indicate a bearish trend.","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345632144838968,"gmtCreate":1725411629600,"gmtModify":1725411633401,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"$70 range coming in hot, sell shares buy puts ;)&nbsp;","listText":"$70 range coming in hot, sell shares buy puts ;)&nbsp;","text":"$70 range coming in hot, sell shares buy puts ;)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345632144838968","repostId":"2464352673","repostType":2,"repost":{"id":"2464352673","kind":"highlight","pubTimestamp":1725406238,"share":"https://ttm.financial/m/news/2464352673?lang=&edition=fundamental","pubTime":"2024-09-04 07:30","market":"us","language":"en","title":"Nvidia Gets DOJ Subpoena in Escalating Antitrust Probe","url":"https://stock-news.laohu8.com/highlight/detail?id=2464352673","media":"Bloomberg","summary":" -- The US Justice Department sent subpoenas to Nvidia Corp. and other companies as it seeks evidence that the chipmaker violated antitrust laws, an escalation of its investigation into the dominant provider of AI processors.The DOJ, which had previously delivered questionnaires to companies, is now sending legally binding requests that oblige recipients to provide information, according to people familiar with the investigation. That takes the government a step closer to launching a formal comp","content":"<html><head></head><body><p>(Bloomberg) -- The US Justice Department sent subpoenas to Nvidia Corp. and other companies as it seeks evidence that the chipmaker violated antitrust laws, an escalation of its investigation into the dominant provider of AI processors. </p><p>The DOJ, which had previously delivered questionnaires to companies, is now sending legally binding requests that oblige recipients to provide information, according to people familiar with the investigation. That takes the government a step closer to launching a formal complaint. </p><p>Antitrust officials are concerned that Nvidia is making it harder to switch to other suppliers and penalizes buyers that don’t exclusively use its artificial intelligence chips, according to the people, who asked not to be identified because the discussions are private.</p><p>Nvidia shares, which suffered a record-setting rout on Tuesday, fell further in late trading after Bloomberg reported on the subpoenas. Still, the stock has more than doubled this year — fueled by explosive sales growth at the Santa Clara, California-based chipmaker.</p><p>As part of the probe, which Bloomberg previously reported in June, investigators have been contacting other technology companies to gather information. The DOJ’s San Francisco office is taking the lead running the inquiry, the people said. A representative for the DOJ declined to comment.</p><p>In response to questions about the probe, Nvidia said that its market dominance stems from the quality of its products, which deliver faster performance. </p><p>“Nvidia wins on merit, as reflected in our benchmark results and value to customers, who can choose whatever solution is best for them,” the company said in an emailed statement.</p><p>Nvidia has drawn regulatory scrutiny since becoming the world’s most valuable chipmaker and a key beneficiary of the AI spending boom. Sales have been more than doubling each quarter, and it’s eclipsed onetime chip leaders such as Intel Corp.</p><p>In the DOJ probe, regulators have been investigating Nvidia’s acquisition of RunAI, a deal announced in April. That company makes software for managing AI computing, and there are concerns that the tie-up will make it more difficult for customers to switch away from Nvidia chips. Regulators also are inquiring whether Nvidia gives preferential supply and pricing to customers who use its technology exclusively or buy its complete systems, according to the people. </p><p>Nvidia, founded in 1993, made its name by selling graphics cards to computer gamers. But its approach to chipmaking ultimately proved useful for building AI models, a process that involves bombarding the software with data. The company also has rapidly expanded its lineup with a range of software, servers, networking and services — all aimed, Nvidia argues, at speeding up the deployment of AI.</p><p>Nvidia Chief Executive Officer Jensen Huang said he prioritizes customers who can make use of his products in ready-to-go data centers as soon as he provides them, a policy designed to prevent stockpiling and speed up the broader adoption of AI. </p><p>The success of its products — along with struggles by rivals to field alternative chips — has made Nvidia a crucial part of the supply chain for some of the biggest companies in the world. Microsoft Corp. and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc., for example, spend more than 40% of their budget for hardware on the chipmaker’s gear. During the peak of shortages of Nvidia’s H100 accelerator, individual components were retailing for as much as $90,000 each.</p><p>Analysts project that Nvidia will chalk up $120.8 billion of revenue in calendar 2024, up from $16 billion in 2020, with most of that money coming from its data center unit. In fact, Nvidia is set to bring in more profit this year than the total sales of its nearest rival, Advanced Micro Devices Inc.</p><p>There also are broader regulatory questions about Nvidia’s practices. Access to AI capabilities has become a key focus for governments around the world, with the technology becoming increasingly vital to economic strength and national security. </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>Nvidia Gets DOJ Subpoena in Escalating Antitrust Probe</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\">\nNvidia Gets DOJ Subpoena in Escalating Antitrust Probe\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-04 07:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-09-03/nvidia-gets-doj-subpoena-in-escalating-antitrust-investigation?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- The US Justice Department sent subpoenas to Nvidia Corp. and other companies as it seeks evidence that the chipmaker violated antitrust laws, an escalation of its investigation into the...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-09-03/nvidia-gets-doj-subpoena-in-escalating-antitrust-investigation?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","BK4550":"红杉资本持仓","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4551":"寇图资本持仓","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4549":"软银资本持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4548":"巴美列捷福持仓","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4529":"IDC概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","NVDA":"英伟达","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4567":"ESG概念","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","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","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4587":"ChatGPT概念"},"source_url":"https://www.bloomberg.com/news/articles/2024-09-03/nvidia-gets-doj-subpoena-in-escalating-antitrust-investigation?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2464352673","content_text":"(Bloomberg) -- The US Justice Department sent subpoenas to Nvidia Corp. and other companies as it seeks evidence that the chipmaker violated antitrust laws, an escalation of its investigation into the dominant provider of AI processors. The DOJ, which had previously delivered questionnaires to companies, is now sending legally binding requests that oblige recipients to provide information, according to people familiar with the investigation. That takes the government a step closer to launching a formal complaint. Antitrust officials are concerned that Nvidia is making it harder to switch to other suppliers and penalizes buyers that don’t exclusively use its artificial intelligence chips, according to the people, who asked not to be identified because the discussions are private.Nvidia shares, which suffered a record-setting rout on Tuesday, fell further in late trading after Bloomberg reported on the subpoenas. Still, the stock has more than doubled this year — fueled by explosive sales growth at the Santa Clara, California-based chipmaker.As part of the probe, which Bloomberg previously reported in June, investigators have been contacting other technology companies to gather information. The DOJ’s San Francisco office is taking the lead running the inquiry, the people said. A representative for the DOJ declined to comment.In response to questions about the probe, Nvidia said that its market dominance stems from the quality of its products, which deliver faster performance. “Nvidia wins on merit, as reflected in our benchmark results and value to customers, who can choose whatever solution is best for them,” the company said in an emailed statement.Nvidia has drawn regulatory scrutiny since becoming the world’s most valuable chipmaker and a key beneficiary of the AI spending boom. Sales have been more than doubling each quarter, and it’s eclipsed onetime chip leaders such as Intel Corp.In the DOJ probe, regulators have been investigating Nvidia’s acquisition of RunAI, a deal announced in April. That company makes software for managing AI computing, and there are concerns that the tie-up will make it more difficult for customers to switch away from Nvidia chips. Regulators also are inquiring whether Nvidia gives preferential supply and pricing to customers who use its technology exclusively or buy its complete systems, according to the people. Nvidia, founded in 1993, made its name by selling graphics cards to computer gamers. But its approach to chipmaking ultimately proved useful for building AI models, a process that involves bombarding the software with data. The company also has rapidly expanded its lineup with a range of software, servers, networking and services — all aimed, Nvidia argues, at speeding up the deployment of AI.Nvidia Chief Executive Officer Jensen Huang said he prioritizes customers who can make use of his products in ready-to-go data centers as soon as he provides them, a policy designed to prevent stockpiling and speed up the broader adoption of AI. The success of its products — along with struggles by rivals to field alternative chips — has made Nvidia a crucial part of the supply chain for some of the biggest companies in the world. Microsoft Corp. and Meta Platforms Inc., for example, spend more than 40% of their budget for hardware on the chipmaker’s gear. During the peak of shortages of Nvidia’s H100 accelerator, individual components were retailing for as much as $90,000 each.Analysts project that Nvidia will chalk up $120.8 billion of revenue in calendar 2024, up from $16 billion in 2020, with most of that money coming from its data center unit. In fact, Nvidia is set to bring in more profit this year than the total sales of its nearest rival, Advanced Micro Devices Inc.There also are broader regulatory questions about Nvidia’s practices. Access to AI capabilities has become a key focus for governments around the world, with the technology becoming increasingly vital to economic strength and national security.","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343516600750120,"gmtCreate":1724895856426,"gmtModify":1724895860100,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"This is a major bull trap, be aware it's probably going to drop back to 90-80 range","listText":"This is a major bull trap, be aware it's probably going to drop back to 90-80 range","text":"This is a major bull trap, be aware it's probably going to drop back to 90-80 range","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/343516600750120","repostId":"2463419910","repostType":2,"repost":{"id":"2463419910","kind":"highlight","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":1724876757,"share":"https://ttm.financial/m/news/2463419910?lang=&edition=fundamental","pubTime":"2024-08-29 04:25","market":"us","language":"en","title":"Nvidia Shares Tumbled As Outlook Fails to Impress Growth-Hungry Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2463419910","media":"Reuters","summary":"Aug 28 (Reuters) - Nvidia    forecast third-quarter revenue above Wall Street estimates on Wednesday, betting on sky-high demand for its chips as more companies seek to build our their artificial-inte","content":"<html><head></head><body><p>[<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221808137401998442%22,%22type%22:1%7D\" title=\"Live Playback: Nvidia FY2025Q2 Earnings Conference Call]\" target=\"_blank\" class=\"\">Live Playback: Nvidia FY2025Q2 Earnings Conference Call]</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0f383903e745612d43a340270c872ec7\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>Nvidia forecast third-quarter gross margin on Wednesday that could miss market estimates and revenue that was largely in line, failing to impress investors who have driven a dizzying rally in its shares as they bet billions on the future of AI.</p><p>In a sign the market wants more from a company that has trounced even the most aggressive expectations over the past few quarters, Nvidia shares fell 6.8% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8884e08a7b5350dda6ad75ebd650e92c\" tg-width=\"782\" tg-height=\"843\"/></p><p>The soft forecast overshadowed a beat on second-quarter revenue and adjusted earnings as well as the unveiling of a $50 billion share buyback.</p><p>Nvidia&#39;s stock has risen more than 150% so far this year. Its tepid forecast may weaken the artificial-intelligence rally that has lifted shares of chipmakers and tech firms over the past year.</p><p>&#34;Here&#39;s the issue, the size of the beat this time was much smaller than we&#39;ve been seeing,&#34; said Ryan Detrick, chief market strategist at the Carson Group.</p><p>&#34;Even future guidance was raised, but again not by the tune from previous quarters. This is a great company that is still growing revenue at 122%, but it appears the bar was just set a tad too high this earnings season.&#34;</p><p>Nvidia expects adjusted gross margin of 75%, plus or minus 50 basis points, in the third quarter. Analysts on average forecast gross margin to be 75.5%, according to LSEG data. It reported a 75.7% gross margin in the second quarter versus an average estimate of 75.8%.</p><p>Investors had lofty expectations of the chipmaker, following a more than sevenfold surge in Nvidia&#39;s shares over the last two years - making it one of the biggest beneficiaries of the rally in AI-linked shares.</p><p>The company&#39;s capacity to surpass estimates faces increasingly greater challenges as each success prompts Wall Street to raise its targets even higher.</p><p>The company forecast revenue of $32.5 billion, plus or minus 2%, for the third quarter, compared with analysts&#39; average estimate of $31.77 billion, according to LSEG data.</p><p>Second-quarter revenue was $30.04 billion, beating estimates of $28.70 billion.</p><p>Sales in Nvidia&#39;s data center segment grew 154% to $26.3 billion in the second quarter ended July 28, above estimates of $25.15 billion. From the first quarter, it increased 16%.</p><p>The company said it expects several billion dollars in revenue from its latest Blackwell chips in the fourth quarter, addressing widespread concerns of reported production delays hampering growth.</p><p>&#34;Blackwell samples are shipping to our partners and customers,&#34; CEO Jensen Huang said in a statement.</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 Shares Tumbled As Outlook Fails to Impress Growth-Hungry Investors</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 Shares Tumbled As Outlook Fails to Impress Growth-Hungry Investors\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\">2024-08-29 04:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>[<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221808137401998442%22,%22type%22:1%7D\" title=\"Live Playback: Nvidia FY2025Q2 Earnings Conference Call]\" target=\"_blank\" class=\"\">Live Playback: Nvidia FY2025Q2 Earnings Conference Call]</a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0f383903e745612d43a340270c872ec7\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>Nvidia forecast third-quarter gross margin on Wednesday that could miss market estimates and revenue that was largely in line, failing to impress investors who have driven a dizzying rally in its shares as they bet billions on the future of AI.</p><p>In a sign the market wants more from a company that has trounced even the most aggressive expectations over the past few quarters, Nvidia shares fell 6.8% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8884e08a7b5350dda6ad75ebd650e92c\" tg-width=\"782\" tg-height=\"843\"/></p><p>The soft forecast overshadowed a beat on second-quarter revenue and adjusted earnings as well as the unveiling of a $50 billion share buyback.</p><p>Nvidia&#39;s stock has risen more than 150% so far this year. Its tepid forecast may weaken the artificial-intelligence rally that has lifted shares of chipmakers and tech firms over the past year.</p><p>&#34;Here&#39;s the issue, the size of the beat this time was much smaller than we&#39;ve been seeing,&#34; said Ryan Detrick, chief market strategist at the Carson Group.</p><p>&#34;Even future guidance was raised, but again not by the tune from previous quarters. This is a great company that is still growing revenue at 122%, but it appears the bar was just set a tad too high this earnings season.&#34;</p><p>Nvidia expects adjusted gross margin of 75%, plus or minus 50 basis points, in the third quarter. Analysts on average forecast gross margin to be 75.5%, according to LSEG data. It reported a 75.7% gross margin in the second quarter versus an average estimate of 75.8%.</p><p>Investors had lofty expectations of the chipmaker, following a more than sevenfold surge in Nvidia&#39;s shares over the last two years - making it one of the biggest beneficiaries of the rally in AI-linked shares.</p><p>The company&#39;s capacity to surpass estimates faces increasingly greater challenges as each success prompts Wall Street to raise its targets even higher.</p><p>The company forecast revenue of $32.5 billion, plus or minus 2%, for the third quarter, compared with analysts&#39; average estimate of $31.77 billion, according to LSEG data.</p><p>Second-quarter revenue was $30.04 billion, beating estimates of $28.70 billion.</p><p>Sales in Nvidia&#39;s data center segment grew 154% to $26.3 billion in the second quarter ended July 28, above estimates of $25.15 billion. From the first quarter, it increased 16%.</p><p>The company said it expects several billion dollars in revenue from its latest Blackwell chips in the fourth quarter, addressing widespread concerns of reported production delays hampering growth.</p><p>&#34;Blackwell samples are shipping to our partners and customers,&#34; CEO Jensen Huang said in a statement.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"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":"2463419910","content_text":"[Live Playback: Nvidia FY2025Q2 Earnings Conference Call]Nvidia forecast third-quarter gross margin on Wednesday that could miss market estimates and revenue that was largely in line, failing to impress investors who have driven a dizzying rally in its shares as they bet billions on the future of AI.In a sign the market wants more from a company that has trounced even the most aggressive expectations over the past few quarters, Nvidia shares fell 6.8% in overnight trading.The soft forecast overshadowed a beat on second-quarter revenue and adjusted earnings as well as the unveiling of a $50 billion share buyback.Nvidia's stock has risen more than 150% so far this year. Its tepid forecast may weaken the artificial-intelligence rally that has lifted shares of chipmakers and tech firms over the past year.\"Here's the issue, the size of the beat this time was much smaller than we've been seeing,\" said Ryan Detrick, chief market strategist at the Carson Group.\"Even future guidance was raised, but again not by the tune from previous quarters. This is a great company that is still growing revenue at 122%, but it appears the bar was just set a tad too high this earnings season.\"Nvidia expects adjusted gross margin of 75%, plus or minus 50 basis points, in the third quarter. Analysts on average forecast gross margin to be 75.5%, according to LSEG data. It reported a 75.7% gross margin in the second quarter versus an average estimate of 75.8%.Investors had lofty expectations of the chipmaker, following a more than sevenfold surge in Nvidia's shares over the last two years - making it one of the biggest beneficiaries of the rally in AI-linked shares.The company's capacity to surpass estimates faces increasingly greater challenges as each success prompts Wall Street to raise its targets even higher.The company forecast revenue of $32.5 billion, plus or minus 2%, for the third quarter, compared with analysts' average estimate of $31.77 billion, according to LSEG data.Second-quarter revenue was $30.04 billion, beating estimates of $28.70 billion.Sales in Nvidia's data center segment grew 154% to $26.3 billion in the second quarter ended July 28, above estimates of $25.15 billion. From the first quarter, it increased 16%.The company said it expects several billion dollars in revenue from its latest Blackwell chips in the fourth quarter, addressing widespread concerns of reported production delays hampering growth.\"Blackwell samples are shipping to our partners and customers,\" CEO Jensen Huang said in a statement.","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317833291624528,"gmtCreate":1718634602104,"gmtModify":1718634606381,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"So the market and nvida drop and then the news, it's all manipulated","listText":"So the market and nvida drop and then the news, it's all manipulated","text":"So the market and nvida drop and then the news, it's all manipulated","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317833291624528","repostId":"1125171390","repostType":2,"repost":{"id":"1125171390","kind":"news","pubTimestamp":1718633760,"share":"https://ttm.financial/m/news/1125171390?lang=&edition=fundamental","pubTime":"2024-06-17 22:16","market":"us","language":"en","title":"Nvidia Gets Supreme Court Review on Shareholder Crypto Suit","url":"https://stock-news.laohu8.com/highlight/detail?id=1125171390","media":"Bloomberg","summary":"The US Supreme Court agreed to use a case over Nvidia Corp.’s crypto-mining revenue to consider making it harder for shareholders to press securities fraud lawsuits.Nvidia is seeking to stop an invest","content":"<html><head></head><body><p>The US Supreme Court agreed to use a case over Nvidia Corp.’s crypto-mining revenue to consider making it harder for shareholders to press securities fraud lawsuits.</p><p style=\"text-align: start;\">Nvidia is seeking to stop an investor suit that accuses the company of being deceptive about how dependent it was on revenue from crypto mining before a 2018 market downturn. The justices said Monday they will hear Nvidia’s contentions that the complaint lacks enough specificity to go forward.</p><p style=\"text-align: start;\">A ruling favoring Nvidia would give companies new leverage to win early dismissal of shareholder suits and avoid the expense of mounting a full-scale defense. The case centers on the protections Congress gave companies in the 1995 Private Securities Litigation Reform Act.</p><p style=\"text-align: start;\">The court’s 2024-25 term now looks to be a pivotal one for the future of shareholder litigation. The court said earlier this month it will consider scuttling a shareholder suit against Meta Platforms Inc. over the data-harvesting scandal involving political consulting firm Cambridge Analytica.</p><p style=\"text-align: start;\">In the newest case, the shareholders say that in 2017 and 2018 Nvidia’s Chief Executive Jensen Huang hid the fact that record revenue growth was being driven by mining-related sales of the company’s flagship GeForce GPU product, rather than by sales for gaming.</p><p>The investors say the cryptocurrency market’s volatility meant the company was exposed to more risk than it was revealing. The company said in November 2018 that had missed its revenue projections, sending shares tumbling more than 28% over two days.</p><p style=\"text-align: start;\">Huang at the time said a “crypto hangover” was to blame.</p><p style=\"text-align: start;\">“Analysts immediately recognized this as a reversal of NVIDIA’s prior reassurances that mining-related demand represented a small portion of revenues,” the shareholders told the Supreme Court.</p><p style=\"text-align: start;\">The San Francisco-based 9th US Circuit Court of Appeals said the lawsuit could go forward.</p><p style=\"text-align: start;\">Nvidia argues in its appeal that the shareholders lack the type of internal company documents needed to show that officials knew they were making misleading statements.</p><p style=\"text-align: start;\">“Nothing plaintiffs have cited describes the contents of a single internal communication involving Nvidia’s CEO that in fact addressed the portion of GPUs sold to cryptocurrency miners,” the company argued.</p><p style=\"text-align: start;\">Nvidia in 2020 <u>agreed</u> to pay $5.5 million to settle related allegations by the Securities and Exchange Commission.</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>Nvidia Gets Supreme Court Review on Shareholder Crypto Suit</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 Gets Supreme Court Review on Shareholder Crypto Suit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-17 22:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-06-17/nvidia-gets-supreme-court-review-on-shareholder-crypto-suit?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The US Supreme Court agreed to use a case over Nvidia Corp.’s crypto-mining revenue to consider making it harder for shareholders to press securities fraud lawsuits.Nvidia is seeking to stop an ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-06-17/nvidia-gets-supreme-court-review-on-shareholder-crypto-suit?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.bloomberg.com/news/articles/2024-06-17/nvidia-gets-supreme-court-review-on-shareholder-crypto-suit?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125171390","content_text":"The US Supreme Court agreed to use a case over Nvidia Corp.’s crypto-mining revenue to consider making it harder for shareholders to press securities fraud lawsuits.Nvidia is seeking to stop an investor suit that accuses the company of being deceptive about how dependent it was on revenue from crypto mining before a 2018 market downturn. The justices said Monday they will hear Nvidia’s contentions that the complaint lacks enough specificity to go forward.A ruling favoring Nvidia would give companies new leverage to win early dismissal of shareholder suits and avoid the expense of mounting a full-scale defense. The case centers on the protections Congress gave companies in the 1995 Private Securities Litigation Reform Act.The court’s 2024-25 term now looks to be a pivotal one for the future of shareholder litigation. The court said earlier this month it will consider scuttling a shareholder suit against Meta Platforms Inc. over the data-harvesting scandal involving political consulting firm Cambridge Analytica.In the newest case, the shareholders say that in 2017 and 2018 Nvidia’s Chief Executive Jensen Huang hid the fact that record revenue growth was being driven by mining-related sales of the company’s flagship GeForce GPU product, rather than by sales for gaming.The investors say the cryptocurrency market’s volatility meant the company was exposed to more risk than it was revealing. The company said in November 2018 that had missed its revenue projections, sending shares tumbling more than 28% over two days.Huang at the time said a “crypto hangover” was to blame.“Analysts immediately recognized this as a reversal of NVIDIA’s prior reassurances that mining-related demand represented a small portion of revenues,” the shareholders told the Supreme Court.The San Francisco-based 9th US Circuit Court of Appeals said the lawsuit could go forward.Nvidia argues in its appeal that the shareholders lack the type of internal company documents needed to show that officials knew they were making misleading statements.“Nothing plaintiffs have cited describes the contents of a single internal communication involving Nvidia’s CEO that in fact addressed the portion of GPUs sold to cryptocurrency miners,” the company argued.Nvidia in 2020 agreed to pay $5.5 million to settle related allegations by the Securities and Exchange Commission.","news_type":1},"isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316756649537800,"gmtCreate":1718351938245,"gmtModify":1718351941706,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"Nvda probably within a few months","listText":"Nvda probably within a few months","text":"Nvda probably within a few months","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316756649537800","repostId":"2442536533","repostType":4,"repost":{"id":"2442536533","kind":"highlight","pubTimestamp":1718348400,"share":"https://ttm.financial/m/news/2442536533?lang=&edition=fundamental","pubTime":"2024-06-14 15:00","market":"us","language":"en","title":"AAPL, MSFT, NVDA: Which Stock Is Most Likely to Hit $4 Trillion First?","url":"https://stock-news.laohu8.com/highlight/detail?id=2442536533","media":"InvestorPlace","summary":"It may not take very long at all for the first company to reach the $4 trillion milestone mark as we approach the second half.","content":"<html><head></head><body><ul style=\"\"><li><p>The first $3 trillion market cap may have been hit recently. But soon, one of tech’s high flyers may hit $4 trillion.</p></li><li><p><strong>Apple</strong>: Deepwater’s Gene Munster said Apple had its biggest day since 2007. </p></li><li><p><strong>Microsoft</strong>: It’s my top pick to hit the $4 trillion valuation first. </p></li><li><p><strong>Nvidia</strong>: The announcement of Rubin may be fuel for the euphoric rally.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f96458ff306a272fb875824cac37f7d3\" alt=\"Source: Serhii Milekhin / Shutterstock.com\" title=\"Source: Serhii Milekhin / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Serhii Milekhin / Shutterstock.com</span></p><p>The race to $4 trillion is on. <strong>Microsoft</strong>, and <strong>Nvidia</strong> are members of the $3 trillion club, while <strong>Apple</strong> has just returned to the club.</p><p>So, which technology behemoth can adapt to keep growth rates elevated enough to keep the good times going? Undoubtedly, Nvidia’s blistering triple-digit sales growth puts the GPU kingpin on another planet.</p><p>This initial artificial intelligence (<strong>AI</strong>) accelerator gold rush will cool down. And when it does, questions linger about the kind of sustained growth rate that Nvidia will settle into. If there is a downturn in the future, it will be almost impossible to time.</p><p>While triple-digit growth is simply unsustainable, perhaps Nvidia has a few more upside surprises in store for those holding on at today’s meteoric highs.</p><p>After all, many analysts have been guilty of underestimating the company in the past three years. Whether they’re continuing to underestimate the magnitude of the boom remains the $4 trillion question.</p><h2 id=\"id_2949059515\">Apple (AAPL)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63ea4fc6bf14cf37582ddf7c9dce7a1d\" alt=\"Source: Moab Republic / Shutterstock\" title=\"Source: Moab Republic / Shutterstock\" tg-width=\"300\" tg-height=\"169\"/><span>Source: Moab Republic / Shutterstock</span></p><p>How could Apple be the first to hit a $4 trillion valuation after it reigned again as most valuable U.S. company for first time since January?</p><p>Though many consider Apple to be an underdog in the race to $4 trillion, the worst of the company’s iPhone sales hiccups may have already passed. As interest rates begin to fall, perhaps more discretionary income in consumers’ pockets will give way to a splurge on new devices.</p><p>If anything, the latest iPhones, iPads and Macs are not discretionary goods anymore, not when they can run Apple Intelligence using Apple’s hybrid approach to AI computing.</p><p>Additionally, some notable bulls are out following Apple’s big WWDC day, including Deepwater Asset Management’s Gene Munster. Recently, the latter sat down with CNBC to share his thoughts. He thought the first day of WWDC 2024 (June 10) was the biggest day for Apple since 2007, the day Apple unveiled the first iPhone.</p><p>If Munster is right, Apple could find itself at a $4 trillion market cap. That’s just a 22% rally for AAPL stock from here, which is totally attainable given the soft year-to-date (<strong>YTD</strong>) rally of just 11%.</p><h2 id=\"id_2717200425\">Microsoft (MSFT)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f64dad680a056b85fc9e191261845073\" alt=\"Source: Ascannio / Shutterstock.com\" title=\"Source: Ascannio / Shutterstock.com\" tg-width=\"300\" tg-height=\"169\"/><span>Source: Ascannio / Shutterstock.com</span></p><p>Microsoft is one of technically the closest to hitting that $4 trillion market cap mark. Now, the stock is sitting at just south of $3.3 trillion. The road to $4 trillion may be less traveled for Microsoft at current levels. Yet, it would be a mistake to discount the potential for Nvidia or Apple to make a second-half sprint to such a finish line.</p><p>In any case, some smart analysts see Microsoft rising to a valuation of $4 trillion, thanks in part to its drivers that span well beyond generative AI.</p><p>Most notably, the Azure cloud business, which stands to benefit from greater AI usage as a whole, could be next in line to excite. Pierre Ferragu of NewStreet Research thinks a $4 trillion valuation makes sense as Microsoft seeks “achieving the Nirvana of execution.” That entails “higher profitability” and “rapid and steady market share gains.”</p><p>Truly, fast and steady may ultimately win the market cap race. And MSFT stock has the best shot at rallying enough to mint Microsoft as the first to break a $4 trillion valuation. A gain of around 22% from Thursday’s close will do it.</p><h2 id=\"id_706417736\">Nvidia (NVDA)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ed51b8b8d703070a9e2ed290dd230b31\" alt=\"Source: Michael Vi / Shutterstock.com\" title=\"Source: Michael Vi / Shutterstock.com\" tg-width=\"300\" tg-height=\"169\"/><span>Source: Michael Vi / Shutterstock.com</span></p><p>Nvidia is probably the favorite pick for many to hit the $4 trillion valuation level first. At around $3.2 trillion, it will take a surge of just over 25% to hit the level.</p><p>NVDA stock has rallied more than 35% in just the past month. If AI enthusiasm continues, Nvidia could be flirting with $4 trillion in a matter of weeks. Of course, just how much exciting news can flow in for the summer when we’ve already had so much to admire in the first half?</p><p>Already, Nvidia is thinking years ahead with its Rubin platform for 2026. It’s not just the GPU that has investors’ attention. It’s the next-generation Vera chip built on the Rubin platform that could capture the world by storm.</p><p>There’s only one problem with the Rubin news. It’s likely already (mostly) baked in, and we’re going to have to wait more than a year and a half before the chip launches. That’s a long wait. And NVDA stock could certainly consolidate until Rubin launches.</p><p>Finally, Rubin’s hype may bring forward a bit of excitement and upside this year, perhaps taking away from NVDA stock’s future performance. Whether it’s enough to sustain a 2024 push to a $4 trillion market cap remains to be seen.</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>AAPL, MSFT, NVDA: Which Stock Is Most Likely to Hit $4 Trillion First?</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\">\nAAPL, MSFT, NVDA: Which Stock Is Most Likely to Hit $4 Trillion First?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-14 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/06/aapl-msft-nvda-which-stock-is-most-likely-to-hit-4-trillion-first/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The first $3 trillion market cap may have been hit recently. But soon, one of tech’s high flyers may hit $4 trillion.Apple: Deepwater’s Gene Munster said Apple had its biggest day since 2007. ...</p>\n\n<a href=\"https://investorplace.com/2024/06/aapl-msft-nvda-which-stock-is-most-likely-to-hit-4-trillion-first/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4553":"喜马拉雅资本持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4533":"AQR资本管理(全球第二大对冲基金)","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4535":"淡马锡持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4559":"巴菲特持仓","BK4538":"云计算","LU0171293334.USD":"贝莱德英国基金A2","AAPL":"苹果","BK4550":"红杉资本持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4097":"系统软件","NVDA":"英伟达","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4512":"苹果概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4549":"软银资本持仓","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4548":"巴美列捷福持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","MSFT":"微软","BK4554":"元宇宙及AR概念","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4567":"ESG概念"},"source_url":"https://investorplace.com/2024/06/aapl-msft-nvda-which-stock-is-most-likely-to-hit-4-trillion-first/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2442536533","content_text":"The first $3 trillion market cap may have been hit recently. But soon, one of tech’s high flyers may hit $4 trillion.Apple: Deepwater’s Gene Munster said Apple had its biggest day since 2007. Microsoft: It’s my top pick to hit the $4 trillion valuation first. Nvidia: The announcement of Rubin may be fuel for the euphoric rally.Source: Serhii Milekhin / Shutterstock.comThe race to $4 trillion is on. Microsoft, and Nvidia are members of the $3 trillion club, while Apple has just returned to the club.So, which technology behemoth can adapt to keep growth rates elevated enough to keep the good times going? Undoubtedly, Nvidia’s blistering triple-digit sales growth puts the GPU kingpin on another planet.This initial artificial intelligence (AI) accelerator gold rush will cool down. And when it does, questions linger about the kind of sustained growth rate that Nvidia will settle into. If there is a downturn in the future, it will be almost impossible to time.While triple-digit growth is simply unsustainable, perhaps Nvidia has a few more upside surprises in store for those holding on at today’s meteoric highs.After all, many analysts have been guilty of underestimating the company in the past three years. Whether they’re continuing to underestimate the magnitude of the boom remains the $4 trillion question.Apple (AAPL)Source: Moab Republic / ShutterstockHow could Apple be the first to hit a $4 trillion valuation after it reigned again as most valuable U.S. company for first time since January?Though many consider Apple to be an underdog in the race to $4 trillion, the worst of the company’s iPhone sales hiccups may have already passed. As interest rates begin to fall, perhaps more discretionary income in consumers’ pockets will give way to a splurge on new devices.If anything, the latest iPhones, iPads and Macs are not discretionary goods anymore, not when they can run Apple Intelligence using Apple’s hybrid approach to AI computing.Additionally, some notable bulls are out following Apple’s big WWDC day, including Deepwater Asset Management’s Gene Munster. Recently, the latter sat down with CNBC to share his thoughts. He thought the first day of WWDC 2024 (June 10) was the biggest day for Apple since 2007, the day Apple unveiled the first iPhone.If Munster is right, Apple could find itself at a $4 trillion market cap. That’s just a 22% rally for AAPL stock from here, which is totally attainable given the soft year-to-date (YTD) rally of just 11%.Microsoft (MSFT)Source: Ascannio / Shutterstock.comMicrosoft is one of technically the closest to hitting that $4 trillion market cap mark. Now, the stock is sitting at just south of $3.3 trillion. The road to $4 trillion may be less traveled for Microsoft at current levels. Yet, it would be a mistake to discount the potential for Nvidia or Apple to make a second-half sprint to such a finish line.In any case, some smart analysts see Microsoft rising to a valuation of $4 trillion, thanks in part to its drivers that span well beyond generative AI.Most notably, the Azure cloud business, which stands to benefit from greater AI usage as a whole, could be next in line to excite. Pierre Ferragu of NewStreet Research thinks a $4 trillion valuation makes sense as Microsoft seeks “achieving the Nirvana of execution.” That entails “higher profitability” and “rapid and steady market share gains.”Truly, fast and steady may ultimately win the market cap race. And MSFT stock has the best shot at rallying enough to mint Microsoft as the first to break a $4 trillion valuation. A gain of around 22% from Thursday’s close will do it.Nvidia (NVDA)Source: Michael Vi / Shutterstock.comNvidia is probably the favorite pick for many to hit the $4 trillion valuation level first. At around $3.2 trillion, it will take a surge of just over 25% to hit the level.NVDA stock has rallied more than 35% in just the past month. If AI enthusiasm continues, Nvidia could be flirting with $4 trillion in a matter of weeks. Of course, just how much exciting news can flow in for the summer when we’ve already had so much to admire in the first half?Already, Nvidia is thinking years ahead with its Rubin platform for 2026. It’s not just the GPU that has investors’ attention. It’s the next-generation Vera chip built on the Rubin platform that could capture the world by storm.There’s only one problem with the Rubin news. It’s likely already (mostly) baked in, and we’re going to have to wait more than a year and a half before the chip launches. That’s a long wait. And NVDA stock could certainly consolidate until Rubin launches.Finally, Rubin’s hype may bring forward a bit of excitement and upside this year, perhaps taking away from NVDA stock’s future performance. Whether it’s enough to sustain a 2024 push to a $4 trillion market cap remains to be seen.","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345806257033336,"gmtCreate":1725452126700,"gmtModify":1725452130439,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"The ceo had sold $500+million usd&nbsp;over&nbsp;the past three months going back to 70 then 35&nbsp;","listText":"The ceo had sold $500+million usd&nbsp;over&nbsp;the past three months going back to 70 then 35&nbsp;","text":"The ceo had sold $500+million usd over the past three months going back to 70 then 35","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345806257033336","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343788134281336,"gmtCreate":1724962240576,"gmtModify":1724962244263,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"Sell and buy puts&nbsp;don't get caught in this &nbsp;major&nbsp;bull trap","listText":"Sell and buy puts&nbsp;don't get caught in this &nbsp;major&nbsp;bull trap","text":"Sell and buy puts don't get caught in this major bull trap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343788134281336","repostId":"2463448958","repostType":2,"repost":{"id":"2463448958","kind":"highlight","pubTimestamp":1724900771,"share":"https://ttm.financial/m/news/2463448958?lang=&edition=fundamental","pubTime":"2024-08-29 11:06","market":"sh","language":"en","title":"Nvidia's Guidance Is A Disappointment","url":"https://stock-news.laohu8.com/highlight/detail?id=2463448958","media":"seekingalpha","summary":"Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.The data center segment drove significant revenue growt","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.</p></li><li><p>The data center segment drove significant revenue growth, but Nvidia&#39;s heavy reliance on this unit poses risks if it slows down.</p></li><li><p>Gross margins declined sequentially, and the new $50 billion buyback authorization is unlikely to significantly impact Nvidia&#39;s share count.</p></li><li><p>Nvidia remains a leader in AI data centers, but with a high valuation, waiting for a better entry point may be prudent.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f1cd66fb76fb9c3656779aa6ac145d6d\" tg-width=\"750\" tg-height=\"500\"/></p><p>JHVEPhoto</p><p></p><h2 id=\"id_900299710\">Article Thesis</h2><p><strong>NVIDIA</strong> <strong>Corporation</strong> (NASDAQ:NVDA) reported its most recent quarterly earnings results on Wednesday afternoon. The company beat estimates once again, but Nvidia is experiencing a growth slowdown -- while growth is still great in absolute terms, it is not as great as it was a year ago. The market&#39;s reaction was rather negative, and a new $50 billion buyback authorization didn&#39;t change that.</p><h2 id=\"id_3146604327\">Past Coverage</h2><p>I have written about Nvidia Corporation in the past. My most recent article is from May, where I covered the company&#39;s first-quarter earnings results and the stock split the company announced at the time. With one quarter having passed since then, and with Nvidia announcing its most recent quarterly earnings results today, it is time for a thesis update.</p><h2 id=\"id_2094805477\">What Happened?</h2><p>Nvidia Corporation announced its Q2 results following the market&#39;s close on Wednesday. The headline results can be seen in the following screencap from Seeking Alpha:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e097e0e0bac95c48f6d6c430913809d5\" tg-width=\"640\" tg-height=\"275\"/></p><p>Nvidia&#39;s quarterly earnings results (Seeking Alpha)</p><p></p><p>The company delivered another double beat, relative to the analyst consensus estimate, but the magnitude of the beat wasn&#39;t as large as in some quarters in the recent past. The revenue estimate was beaten by around 4%, while the earnings per share estimate was beaten by around 6%. That&#39;s good, but not as great as the revenue and earnings per share beats of around 20% and 30%, respectively, one year ago.</p><p>The market seems to be a bit disappointed, as Nvidia&#39;s shares are trading down 5% in after-hours trading at the time of writing. This could change, of course, and the share price might be different on Thursday, as investors will digest Nvidia&#39;s results and guidance over the coming hours.</p><h2 id=\"id_3202945778\">Nvidia&#39;s Performance During The Second Quarter</h2><p>Nvidia generated massive revenue growth on a year-over-year basis, which was expected by everyone. Like in previous quarters, this business growth was largely driven by Nvidia&#39;s data center segment. Here, revenues were up 155% compared to the previous year&#39;s quarter, while overall revenues were up by 122% compared to one year earlier. Data center growth was thus above the growth rate experienced by Nvidia&#39;s other segments, i.e., gaming, professional visualization, auto, and OEM &amp; other. On one hand, this is good news for Nvidia -- the data center business is the largest unit by far, and an above-average growth rate here means that company-wide growth is seeing a big tailwind.</p><p>On the other hand, though, Nvidia&#39;s reliance on its data center business, both when it comes to growth and to overall revenue generation in absolute terms, means NVDA could run into major issues if it were to slow down. Nvidia&#39;s other business units are not large and fast-growing enough to offset potential future headwinds in the data center business. Investors should not ignore this massive reliance on a single business unit, I believe.</p><p>Nvidia&#39;s sequential revenue growth rate was 18% in the previous quarter, and 15% during the most recent quarter. Growth thus slowed down on a sequential basis -- this trend has been intact for some time (before the 18% growth rate reported for the first quarter, Nvidia generated revenue growth of 22% in Q4). This is not overly surprising, however, as the law of large numbers dictates that a very high growth rate can&#39;t be maintained forever. Still, with the sequential growth rate slowing down meaningfully for several quarters in a row, Nvidia seems to be maturing at a substantial pace. This is even though the 15% quarterly revenue growth rate is still strong compared to most other companies -- it is just not strong compared to the growth Nvidia delivered a couple of quarters ago.</p><p>Of course, Nvidia&#39;s revenue performance is just one of several important factors when analyzing the company&#39;s quarterly report. Nvidia&#39;s profit performance is critical as well, and so is the company&#39;s guidance for the current quarter.</p><p>When it comes to profits, Nvidia generated a gross margin of 75.7% on an adjusted basis. That&#39;s excellent in absolute terms, but represents a decline compared to the previous quarter -- in Q1, Nvidia&#39;s gross margin stood at an even higher level of 78.9% (on an adjusted basis). The company&#39;s gross margin thus declined by a little more than 300 base points on a sequential basis, which is not great. While margins were up on a year-over-year basis, the year-over-year margin growth rate slowed down to around 450 base points -- it stood north of 1,000 base points a couple of quarters ago. It remains to be seen whether the gross margin dip that Nvidia experienced during the second quarter was a one-time thing, or whether margins have hit a ceiling and can&#39;t grow higher going forward. They are, after all, pretty high in absolute terms. The Blackwell ramp-up could play a role in the margin decline we have seen during the second quarter.</p><p>The good news is that operating margins continued to expand, mainly thanks to operating leverage: While operating expenses rose substantially, by more than 50%, the revenue growth rate and the gross profit growth rate were even higher than that, allowing Nvidia to expand its operating margins and to grow its profits at a strong pace. Both net income and earnings per share were up by 152% year over year, as the share count remained unchanged from the previous year&#39;s quarter -- despite hefty buyback spending. Share issuance to the company&#39;s management team and employees fully offset any share count reduction via Nvidia&#39;s buybacks, despite $15 billion being spent on buybacks during the first half of the current year alone.</p><p>Going forward, Nvidia may ramp up its buybacks even further, as the company has, as mentioned, announced a new $50 billion share repurchase authorization. But even if Nvidia were to increase its buyback pace to $50 billion a year (from the H1 pace of $30 billion a year), the share count reduction would likely be negligible. Share issuance to employees and management will continue, and for a company that is valued at more than $3 trillion, $50 billion in buybacks pencils out to just 1.5% in gross buybacks. Buybacks will thus, I believe, not be a major source of earnings per share growth. Instead, the company will continue to rely on underlying business growth and operating leverage going forward.</p><p>When it comes to business growth in the current quarter, Nvidia&#39;s guidance gives us some hints. The company forecasts revenues of $32.5 billion, plus or minus 2%. Looking at the guidance midpoint, the implied sequential growth rate is 8%. If Nvidia hits the guidance midpoint, growth will thus slow down substantially from the first half of the current year, as sequential revenue growth was 15% in Q2 and 18% in Q1. Management might try to under-promise and overdeliver, but taking the guidance at face value, growth will not be extraordinary this quarter. An 8% quarterly growth rate isn&#39;t strong compared to what Nvidia investors got used to in the recent past, which likely helps explain the share price decline following Nvidia&#39;s earnings release.</p><p>Beyond the current quarter, growth will depend on Nvidia&#39;s Blackwell to a large degree. Management&#39;s comments looked good in that regard. CEO Jensen Huang stated in the release:</p><blockquote><p><em>Hopper demand remains strong, and the anticipation for Blackwell is incredible.</em></p></blockquote><p>It is not possible to quantify what &#34;incredible&#34; anticipation will translate to when it comes to future revenue and profit generation, but the statement nevertheless is positive. Nvidia does not overpromise, thus when they are happy about what Alphabet Inc. (GOOG)(GOOGL), <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc. (META), and other customers think about Blackwell, then that&#39;s a good sign, I believe.</p><h2 id=\"id_1825088861\">Is Nvidia A Good Investment?</h2><p>Nvidia continues to grow, which is hardly a surprise. But growth has slowed down compared to prior quarters, and gross margins declined during the second quarter. Nvidia&#39;s guidance for the current quarter, Q3, implies that growth will continue to slow. This is to be expected to some degree, as no company can grow at a 100% annual pace forever, but it looks like investors still were relatively unhappy about Nvidia&#39;s results and guidance.</p><p>Nvidia remains the AI data center king for now, and that won&#39;t change in the foreseeable future, I believe. But since Nvidia&#39;s shares are trading at close to 50x forward profits, and since Nvidia is valued at more than $3 trillion, the company is priced for perfection. While buying into Nvidia was an excellent choice a year ago, I&#39;m not sure that Nvidia is an excellent investment right here. Waiting for a better entry point could pay off -- Nvidia traded more than 20% lower just a couple of weeks ago, and investors were able to buy Nvidia in the $70s this spring.</p><p>With shares being very volatile, I wouldn&#39;t be surprised if a better buying opportunity emerges over the coming months. Nvidia is a strong company, but I do not believe that it trades well below fair value, which is why I give it a &#34;Neutral&#34; rating for now.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Guidance Is A Disappointment</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Guidance Is A Disappointment\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-29 11:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4717738-nvidia-guidance-is-a-disappointment><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.The data center segment drove significant revenue ...</p>\n\n<a href=\"https://seekingalpha.com/article/4717738-nvidia-guidance-is-a-disappointment\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4553":"喜马拉雅资本持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0080751232.USD":"富达环球多元动力基金A","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","NVDA":"英伟达","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","BK4524":"宅经济概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4527":"明星科技股","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4538":"云计算","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4543":"AI","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (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","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4549":"软银资本持仓","LU0072462426.USD":"贝莱德全球配置 A2","BK4548":"巴美列捷福持仓","LU0238689110.USD":"贝莱德环球动力股票基金","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4717738-nvidia-guidance-is-a-disappointment","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2463448958","content_text":"Nvidia Corporation reported strong Q2 earnings, but growth has slowed compared to previous quarters, leading to a 5% drop in after-hours trading.The data center segment drove significant revenue growth, but Nvidia's heavy reliance on this unit poses risks if it slows down.Gross margins declined sequentially, and the new $50 billion buyback authorization is unlikely to significantly impact Nvidia's share count.Nvidia remains a leader in AI data centers, but with a high valuation, waiting for a better entry point may be prudent.JHVEPhotoArticle ThesisNVIDIA Corporation (NASDAQ:NVDA) reported its most recent quarterly earnings results on Wednesday afternoon. The company beat estimates once again, but Nvidia is experiencing a growth slowdown -- while growth is still great in absolute terms, it is not as great as it was a year ago. The market's reaction was rather negative, and a new $50 billion buyback authorization didn't change that.Past CoverageI have written about Nvidia Corporation in the past. My most recent article is from May, where I covered the company's first-quarter earnings results and the stock split the company announced at the time. With one quarter having passed since then, and with Nvidia announcing its most recent quarterly earnings results today, it is time for a thesis update.What Happened?Nvidia Corporation announced its Q2 results following the market's close on Wednesday. The headline results can be seen in the following screencap from Seeking Alpha:Nvidia's quarterly earnings results (Seeking Alpha)The company delivered another double beat, relative to the analyst consensus estimate, but the magnitude of the beat wasn't as large as in some quarters in the recent past. The revenue estimate was beaten by around 4%, while the earnings per share estimate was beaten by around 6%. That's good, but not as great as the revenue and earnings per share beats of around 20% and 30%, respectively, one year ago.The market seems to be a bit disappointed, as Nvidia's shares are trading down 5% in after-hours trading at the time of writing. This could change, of course, and the share price might be different on Thursday, as investors will digest Nvidia's results and guidance over the coming hours.Nvidia's Performance During The Second QuarterNvidia generated massive revenue growth on a year-over-year basis, which was expected by everyone. Like in previous quarters, this business growth was largely driven by Nvidia's data center segment. Here, revenues were up 155% compared to the previous year's quarter, while overall revenues were up by 122% compared to one year earlier. Data center growth was thus above the growth rate experienced by Nvidia's other segments, i.e., gaming, professional visualization, auto, and OEM & other. On one hand, this is good news for Nvidia -- the data center business is the largest unit by far, and an above-average growth rate here means that company-wide growth is seeing a big tailwind.On the other hand, though, Nvidia's reliance on its data center business, both when it comes to growth and to overall revenue generation in absolute terms, means NVDA could run into major issues if it were to slow down. Nvidia's other business units are not large and fast-growing enough to offset potential future headwinds in the data center business. Investors should not ignore this massive reliance on a single business unit, I believe.Nvidia's sequential revenue growth rate was 18% in the previous quarter, and 15% during the most recent quarter. Growth thus slowed down on a sequential basis -- this trend has been intact for some time (before the 18% growth rate reported for the first quarter, Nvidia generated revenue growth of 22% in Q4). This is not overly surprising, however, as the law of large numbers dictates that a very high growth rate can't be maintained forever. Still, with the sequential growth rate slowing down meaningfully for several quarters in a row, Nvidia seems to be maturing at a substantial pace. This is even though the 15% quarterly revenue growth rate is still strong compared to most other companies -- it is just not strong compared to the growth Nvidia delivered a couple of quarters ago.Of course, Nvidia's revenue performance is just one of several important factors when analyzing the company's quarterly report. Nvidia's profit performance is critical as well, and so is the company's guidance for the current quarter.When it comes to profits, Nvidia generated a gross margin of 75.7% on an adjusted basis. That's excellent in absolute terms, but represents a decline compared to the previous quarter -- in Q1, Nvidia's gross margin stood at an even higher level of 78.9% (on an adjusted basis). The company's gross margin thus declined by a little more than 300 base points on a sequential basis, which is not great. While margins were up on a year-over-year basis, the year-over-year margin growth rate slowed down to around 450 base points -- it stood north of 1,000 base points a couple of quarters ago. It remains to be seen whether the gross margin dip that Nvidia experienced during the second quarter was a one-time thing, or whether margins have hit a ceiling and can't grow higher going forward. They are, after all, pretty high in absolute terms. The Blackwell ramp-up could play a role in the margin decline we have seen during the second quarter.The good news is that operating margins continued to expand, mainly thanks to operating leverage: While operating expenses rose substantially, by more than 50%, the revenue growth rate and the gross profit growth rate were even higher than that, allowing Nvidia to expand its operating margins and to grow its profits at a strong pace. Both net income and earnings per share were up by 152% year over year, as the share count remained unchanged from the previous year's quarter -- despite hefty buyback spending. Share issuance to the company's management team and employees fully offset any share count reduction via Nvidia's buybacks, despite $15 billion being spent on buybacks during the first half of the current year alone.Going forward, Nvidia may ramp up its buybacks even further, as the company has, as mentioned, announced a new $50 billion share repurchase authorization. But even if Nvidia were to increase its buyback pace to $50 billion a year (from the H1 pace of $30 billion a year), the share count reduction would likely be negligible. Share issuance to employees and management will continue, and for a company that is valued at more than $3 trillion, $50 billion in buybacks pencils out to just 1.5% in gross buybacks. Buybacks will thus, I believe, not be a major source of earnings per share growth. Instead, the company will continue to rely on underlying business growth and operating leverage going forward.When it comes to business growth in the current quarter, Nvidia's guidance gives us some hints. The company forecasts revenues of $32.5 billion, plus or minus 2%. Looking at the guidance midpoint, the implied sequential growth rate is 8%. If Nvidia hits the guidance midpoint, growth will thus slow down substantially from the first half of the current year, as sequential revenue growth was 15% in Q2 and 18% in Q1. Management might try to under-promise and overdeliver, but taking the guidance at face value, growth will not be extraordinary this quarter. An 8% quarterly growth rate isn't strong compared to what Nvidia investors got used to in the recent past, which likely helps explain the share price decline following Nvidia's earnings release.Beyond the current quarter, growth will depend on Nvidia's Blackwell to a large degree. Management's comments looked good in that regard. CEO Jensen Huang stated in the release:Hopper demand remains strong, and the anticipation for Blackwell is incredible.It is not possible to quantify what \"incredible\" anticipation will translate to when it comes to future revenue and profit generation, but the statement nevertheless is positive. Nvidia does not overpromise, thus when they are happy about what Alphabet Inc. (GOOG)(GOOGL), Meta Platforms, Inc. (META), and other customers think about Blackwell, then that's a good sign, I believe.Is Nvidia A Good Investment?Nvidia continues to grow, which is hardly a surprise. But growth has slowed down compared to prior quarters, and gross margins declined during the second quarter. Nvidia's guidance for the current quarter, Q3, implies that growth will continue to slow. This is to be expected to some degree, as no company can grow at a 100% annual pace forever, but it looks like investors still were relatively unhappy about Nvidia's results and guidance.Nvidia remains the AI data center king for now, and that won't change in the foreseeable future, I believe. But since Nvidia's shares are trading at close to 50x forward profits, and since Nvidia is valued at more than $3 trillion, the company is priced for perfection. While buying into Nvidia was an excellent choice a year ago, I'm not sure that Nvidia is an excellent investment right here. Waiting for a better entry point could pay off -- Nvidia traded more than 20% lower just a couple of weeks ago, and investors were able to buy Nvidia in the $70s this spring.With shares being very volatile, I wouldn't be surprised if a better buying opportunity emerges over the coming months. Nvidia is a strong company, but I do not believe that it trades well below fair value, which is why I give it a \"Neutral\" rating for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":320250898923656,"gmtCreate":1719215197361,"gmtModify":1719215200359,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"🚀","listText":"🚀","text":"🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/320250898923656","repostId":"2445058657","repostType":2,"repost":{"id":"2445058657","kind":"highlight","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":1719195640,"share":"https://ttm.financial/m/news/2445058657?lang=&edition=fundamental","pubTime":"2024-06-24 10:20","market":"us","language":"en","title":"Nvidia to Launch in Middle East Amid U.S. Curbs on AI Exports to Region, Ooredoo CEO Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2445058657","media":"Reuters","summary":"By Andrew  Mills      DOHA, June 23 (Reuters) - Nvidia has signed a deal to deploy its artificial intelligence technology at data centres owned by Qatari telecoms group Ooredoo in five Middle Eastern ","content":"<html><head></head><body><p>(Reuters) - Nvidia has signed a deal to deploy its artificial intelligence technology at data centres owned by Qatari telecoms group Ooredoo in five Middle Eastern countries, Ooredoo&#39;s CEO told Reuters.</p><p>The agreement marks Nvidia&#39;s first large-scale launch in a region to which Washington has curbed the export of sophisticated U.S. chips to stop Chinese firms from using Middle Eastern countries as a back door to access the newest AI technology.</p><p>It will make Ooredoo the first company in the region able to give clients of its data centers in Qatar, Algeria, Tunisia, Oman, Kuwait and the Maldives direct access to Nvidia&#39;s AI and graphics processing technology, Ooredoo said in a statement.</p><p>Providing the technology will allow Ooredoo to better help its customers deploy generative AI applications, Nvidia&#39;s senior vice president of telecom Ronnie Vasishta said.</p><p>&#34;Our b2b clients, thanks to this agreement, will have access to services that probably their competitors (won&#39;t) for another 18 to 24 months,&#34; Ooredoo&#39;s CEO Aziz Aluthman Fakhroo told Reuters in an interview.</p><p>The companies did not disclose the value of the deal, which was signed on the sidelines of the TM Forum in Copenhagen on June 19.</p><p>Ooredoo also would not disclose exactly what type of Nvidia technology it will be installing in its data centres, saying that it depends on availability and customer demand.</p><p>Washington allows the export of some Nvidia technology to the Middle East, but curbs exports of the company&#39;s most sophisticated chips.</p><p>Ooredoo is investing $1 billion to boost its regional data centre capacity by 20-25 additional megawatts on top of the 40 megawatts it currently has, and plans to almost triple that by the end of the decade, Fakhroo said.</p><p>The company has carved out its data centers into a separate company following a similar move last year to create the Middle East&#39;s largest tower company in a deal with Kuwait&#39;s Zain and Dubai&#39;s TASC Towers Holding.</p><p>Ooredoo also has plans to carve out its undersea cables and fiber network into a separate entity, Fakhroo said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia to Launch in Middle East Amid U.S. Curbs on AI Exports to Region, Ooredoo CEO Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia to Launch in Middle East Amid U.S. Curbs on AI Exports to Region, Ooredoo CEO Says\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\">2024-06-24 10:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Nvidia has signed a deal to deploy its artificial intelligence technology at data centres owned by Qatari telecoms group Ooredoo in five Middle Eastern countries, Ooredoo&#39;s CEO told Reuters.</p><p>The agreement marks Nvidia&#39;s first large-scale launch in a region to which Washington has curbed the export of sophisticated U.S. chips to stop Chinese firms from using Middle Eastern countries as a back door to access the newest AI technology.</p><p>It will make Ooredoo the first company in the region able to give clients of its data centers in Qatar, Algeria, Tunisia, Oman, Kuwait and the Maldives direct access to Nvidia&#39;s AI and graphics processing technology, Ooredoo said in a statement.</p><p>Providing the technology will allow Ooredoo to better help its customers deploy generative AI applications, Nvidia&#39;s senior vice president of telecom Ronnie Vasishta said.</p><p>&#34;Our b2b clients, thanks to this agreement, will have access to services that probably their competitors (won&#39;t) for another 18 to 24 months,&#34; Ooredoo&#39;s CEO Aziz Aluthman Fakhroo told Reuters in an interview.</p><p>The companies did not disclose the value of the deal, which was signed on the sidelines of the TM Forum in Copenhagen on June 19.</p><p>Ooredoo also would not disclose exactly what type of Nvidia technology it will be installing in its data centres, saying that it depends on availability and customer demand.</p><p>Washington allows the export of some Nvidia technology to the Middle East, but curbs exports of the company&#39;s most sophisticated chips.</p><p>Ooredoo is investing $1 billion to boost its regional data centre capacity by 20-25 additional megawatts on top of the 40 megawatts it currently has, and plans to almost triple that by the end of the decade, Fakhroo said.</p><p>The company has carved out its data centers into a separate company following a similar move last year to create the Middle East&#39;s largest tower company in a deal with Kuwait&#39;s Zain and Dubai&#39;s TASC Towers Holding.</p><p>Ooredoo also has plans to carve out its undersea cables and fiber network into a separate entity, Fakhroo said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4581":"高盛持仓","LU0175139822.USD":"AB FCP 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SGD","BK4503":"景林资产持仓","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A"},"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":"2445058657","content_text":"(Reuters) - Nvidia has signed a deal to deploy its artificial intelligence technology at data centres owned by Qatari telecoms group Ooredoo in five Middle Eastern countries, Ooredoo's CEO told Reuters.The agreement marks Nvidia's first large-scale launch in a region to which Washington has curbed the export of sophisticated U.S. chips to stop Chinese firms from using Middle Eastern countries as a back door to access the newest AI technology.It will make Ooredoo the first company in the region able to give clients of its data centers in Qatar, Algeria, Tunisia, Oman, Kuwait and the Maldives direct access to Nvidia's AI and graphics processing technology, Ooredoo said in a statement.Providing the technology will allow Ooredoo to better help its customers deploy generative AI applications, Nvidia's senior vice president of telecom Ronnie Vasishta said.\"Our b2b clients, thanks to this agreement, will have access to services that probably their competitors (won't) for another 18 to 24 months,\" Ooredoo's CEO Aziz Aluthman Fakhroo told Reuters in an interview.The companies did not disclose the value of the deal, which was signed on the sidelines of the TM Forum in Copenhagen on June 19.Ooredoo also would not disclose exactly what type of Nvidia technology it will be installing in its data centres, saying that it depends on availability and customer demand.Washington allows the export of some Nvidia technology to the Middle East, but curbs exports of the company's most sophisticated chips.Ooredoo is investing $1 billion to boost its regional data centre capacity by 20-25 additional megawatts on top of the 40 megawatts it currently has, and plans to almost triple that by the end of the decade, Fakhroo said.The company has carved out its data centers into a separate company following a similar move last year to create the Middle East's largest tower company in a deal with Kuwait's Zain and Dubai's TASC Towers Holding.Ooredoo also has plans to carve out its undersea cables and fiber network into a separate entity, Fakhroo said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317837373517912,"gmtCreate":1718635586765,"gmtModify":1718635592925,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"Woah","listText":"Woah","text":"Woah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317837373517912","repostId":"2444600371","repostType":2,"repost":{"id":"2444600371","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1718632696,"share":"https://ttm.financial/m/news/2444600371?lang=&edition=fundamental","pubTime":"2024-06-17 21:58","market":"hk","language":"en","title":"Nvidia Launching Omniverse Cloud Sensor RTX Microservices to Expedite Autonomous Machines' Development","url":"https://stock-news.laohu8.com/highlight/detail?id=2444600371","media":"MT Newswires Live","summary":"Nvidia  said Monday it is launching its Omniverse Cloud Sensor RTX microservices to expedite the development of autonomous machines.The microservices suite, due to launch later in 2024, will support developers' efforts to test sensor perception and related AI software at scale in virtual environments before real-world deployment, the company said.Price: 132.90, Change: +1.02, Percent Change: +0.77","content":"<html><body><p> Nvidia (NVDA) said Monday it is launching its Omniverse Cloud Sensor RTX microservices to expedite the development of autonomous machines.</p><p>The microservices suite, due to launch later in 2024, will support developers' efforts to test sensor perception and related AI software at scale in virtual environments before real-world deployment, the company said.</p><p>Price: 132.90, Change: +1.02, Percent Change: +0.77</p></body></html>","source":"mtnewswires_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Launching Omniverse Cloud Sensor RTX Microservices to Expedite Autonomous Machines' Development</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\">\nNvidia Launching Omniverse Cloud Sensor RTX Microservices to Expedite Autonomous Machines' Development\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2024-06-17 21:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Nvidia (NVDA) said Monday it is launching its Omniverse Cloud Sensor RTX microservices to expedite the development of autonomous machines.</p><p>The microservices suite, due to launch later in 2024, will support developers' efforts to test sensor perception and related AI software at scale in virtual environments before real-world deployment, the company said.</p><p>Price: 132.90, Change: +1.02, Percent Change: +0.77</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RTX":"雷神技术公司","LU0079474960.USD":"联博美国增长基金A","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4587":"ChatGPT概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc 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ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2444600371","content_text":"Nvidia (NVDA) said Monday it is launching its Omniverse Cloud Sensor RTX microservices to expedite the development of autonomous machines.The microservices suite, due to launch later in 2024, will support developers' efforts to test sensor perception and related AI software at scale in virtual environments before real-world deployment, the company said.Price: 132.90, Change: +1.02, Percent Change: +0.77","news_type":1},"isVote":1,"tweetType":1,"viewCount":289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316777592303760,"gmtCreate":1718377424135,"gmtModify":1718377429962,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"They about to moon🚀","listText":"They about to moon🚀","text":"They about to moon🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316777592303760","repostId":"2443506622","repostType":2,"repost":{"id":"2443506622","kind":"highlight","pubTimestamp":1718368337,"share":"https://ttm.financial/m/news/2443506622?lang=&edition=fundamental","pubTime":"2024-06-14 20:32","market":"us","language":"en","title":"Here’s Why You Should Hold Baidu (BIDU) Despite Challenges","url":"https://stock-news.laohu8.com/highlight/detail?id=2443506622","media":"Insider Monkey","summary":"Ariel Investments, an investment management company, released its “Ariel Global Fund” first-quarter 2024 investor letter. A copy of the letter can be downloaded here. In the first quarter, the Ariel Global fund appreciated +7.35% lagging behind the +8.20% gain of its primary benchmark, the MSCI ACWI Index, but ahead of the +6.85% return of its secondary benchmark, the MSCI ACWI Value Index. The upward rally of developed markets continued in the first quarter of 2024. The rally was driven by investors' excitement over artificial intelligence , a rebound in bank lending growth, decreased energy costs, a rise in global manufacturing activity, recent structural reforms in Japan, and the near-term possibility of a rate-cutting cycle in the U.S. and Europe. In addition, you can check the top 5 holdings of the fund to know its best picks in 2024.Ariel Global Fund stated the following regarding Baidu, Inc.  in its first quarter 2024 investor letter:","content":"<html><body><p>Ariel Investments, an investment management company, released its “Ariel Global Fund” first-quarter 2024 investor letter. A copy of the letter can be downloaded here. In the first quarter, the Ariel Global fund appreciated +7.35% lagging behind the +8.20% gain of its primary benchmark, the MSCI ACWI Index, but ahead of the +6.85% return of its secondary benchmark, the MSCI ACWI Value Index. The upward rally of developed markets continued in the first quarter of 2024. The rally was driven by investors' excitement over artificial intelligence (AI), a rebound in bank lending growth, decreased energy costs, a rise in global manufacturing activity, recent structural reforms in Japan, and the near-term possibility of a rate-cutting cycle in the U.S. and Europe. In addition, you can check the top 5 holdings of the fund to know its best picks in 2024.</p>\n<p>Ariel Global Fund highlighted stocks like Baidu, Inc. (NASDAQ:BIDU), in the first quarter 2024 investor letter. Baidu, Inc. (NASDAQ:BIDU) is an internet services provider in China. The one-month return of Baidu, Inc. (NASDAQ:BIDU) was -16.52%, and its shares lost 36.80% of their value over the last 52 weeks. On June 13, 2024, Baidu, Inc. (NASDAQ:BIDU) stock closed at $93.99 per share with a market capitalization of $33.213 billion.</p>\n<p>Ariel Global Fund stated the following regarding Baidu, Inc. (NASDAQ:BIDU) in its first quarter 2024 investor letter:</p>\n<blockquote>\n<p>\"Alternatively, several positions weighed on performance. China’s internet search and online community leader, Baidu, Inc. traded lower alongside Chinese equities as intensifying problems in China weighed on investor sentiment during the period. The company continues to invest heavily in Artificial Intelligence (AI) and recently launched its generative AI, Ernie Bot, aimed at rivaling Open AI's ChatGPT. While monetization of the new technology is largely dependent on regulatory review, we think Baidu should continue to experience margin improvement with the ongoing implementation of efficiency and profitability initiatives. While some investors remain on the sidelines due to uncertainty surrounding China’s economic growth, government regulations, and the political rhetoric towards Taiwan, we remain enthusiastic about Baidu’s longer-term opportunity for revenue growth and margin expansion across internet search, cloud, autonomous driving, artificial intelligence and online video.\"</p>\n</blockquote>\n<img height=\"430\" src=\"https://s.yimg.com/uu/api/res/1.2/OVsvV0ENuwW2lyMYsaHyuQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/861f68882c20d8ba6cb5c8fe0a173cc6\" width=\"768\"/> A modern internet space with a person using Baidu services on a laptop. \n<p>Baidu, Inc. (NASDAQ:BIDU) is not on our list of 31 Most <a href=\"https://laohu8.com/S/BPOPN\">Popular</a> Stocks Among Hedge Funds. As per our database, 48 hedge fund portfolios held Baidu, Inc. (NASDAQ:BIDU) at the end of the first quarter which was 48 in the previous quarter. In the first quarter total revenue of Baidu, Inc. (NASDAQ:BIDU) increased 1% year-over-year. While we acknowledge the potential of Baidu, Inc. (NASDAQ:BIDU) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the <strong>cheapest AI stock</strong>.</p>\n<p>In another article, we discussed Baidu, Inc. (NASDAQ:BIDU) and shared the list of undervalued cyclical stocks to invest in according to analysts. In addition, please check out our hedge fund investor letters Q1 2024 page for more investor letters from hedge funds and other leading investors.</p>\n<p><strong>READ NEXT: </strong><strong>Michael Burry Is Selling These Stocks</strong><strong> and </strong><strong>A New Dawn Is Coming to US Stocks</strong><strong>.</strong></p>\n<p>Disclosure: None. This article is originally published at <u>Insider Monkey</u>.</p></body></html>","source":"yahoofinance","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>Here’s Why You Should Hold Baidu (BIDU) Despite Challenges</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\">\nHere’s Why You Should Hold Baidu (BIDU) Despite Challenges\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-14 20:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/why-hold-baidu-bidu-despite-123217153.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ariel Investments, an investment management company, released its “Ariel Global Fund” first-quarter 2024 investor letter. A copy of the letter can be downloaded here. In the first quarter, the Ariel ...</p>\n\n<a href=\"https://finance.yahoo.com/news/why-hold-baidu-bidu-despite-123217153.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/2qJMrhkSHUAVSgFaIsbFhw--~B/aD00MzA7dz03Njg7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/insidermonkey.com/861f68882c20d8ba6cb5c8fe0a173cc6","relate_stocks":{"PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","SQQQ":"纳指三倍做空ETF","LU0173614495.USD":"富达中国焦点A","LU0359201612.USD":"贝莱德中国基金A2","BIDU":"百度","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","QQQ":"纳指100ETF","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","BK4587":"ChatGPT概念","TQQQ":"纳指三倍做多ETF","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","BK4535":"淡马锡持仓","QID":"纳指两倍做空ETF","BK4077":"互动媒体与服务","BK4588":"碎股","BK4579":"人工智能","BK4526":"热门中概股",".IXIC":"NASDAQ Composite","BK4552":"Archegos爆仓风波概念","BK4574":"无人驾驶","LU0287142896.SGD":"Fidelity China Focus A-SGD"},"source_url":"https://finance.yahoo.com/news/why-hold-baidu-bidu-despite-123217153.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2443506622","content_text":"Ariel Investments, an investment management company, released its “Ariel Global Fund” first-quarter 2024 investor letter. A copy of the letter can be downloaded here. In the first quarter, the Ariel Global fund appreciated +7.35% lagging behind the +8.20% gain of its primary benchmark, the MSCI ACWI Index, but ahead of the +6.85% return of its secondary benchmark, the MSCI ACWI Value Index. The upward rally of developed markets continued in the first quarter of 2024. The rally was driven by investors' excitement over artificial intelligence (AI), a rebound in bank lending growth, decreased energy costs, a rise in global manufacturing activity, recent structural reforms in Japan, and the near-term possibility of a rate-cutting cycle in the U.S. and Europe. In addition, you can check the top 5 holdings of the fund to know its best picks in 2024.\nAriel Global Fund highlighted stocks like Baidu, Inc. (NASDAQ:BIDU), in the first quarter 2024 investor letter. Baidu, Inc. (NASDAQ:BIDU) is an internet services provider in China. The one-month return of Baidu, Inc. (NASDAQ:BIDU) was -16.52%, and its shares lost 36.80% of their value over the last 52 weeks. On June 13, 2024, Baidu, Inc. (NASDAQ:BIDU) stock closed at $93.99 per share with a market capitalization of $33.213 billion.\nAriel Global Fund stated the following regarding Baidu, Inc. (NASDAQ:BIDU) in its first quarter 2024 investor letter:\n\n\"Alternatively, several positions weighed on performance. China’s internet search and online community leader, Baidu, Inc. traded lower alongside Chinese equities as intensifying problems in China weighed on investor sentiment during the period. The company continues to invest heavily in Artificial Intelligence (AI) and recently launched its generative AI, Ernie Bot, aimed at rivaling Open AI's ChatGPT. While monetization of the new technology is largely dependent on regulatory review, we think Baidu should continue to experience margin improvement with the ongoing implementation of efficiency and profitability initiatives. While some investors remain on the sidelines due to uncertainty surrounding China’s economic growth, government regulations, and the political rhetoric towards Taiwan, we remain enthusiastic about Baidu’s longer-term opportunity for revenue growth and margin expansion across internet search, cloud, autonomous driving, artificial intelligence and online video.\"\n\n A modern internet space with a person using Baidu services on a laptop. \nBaidu, Inc. (NASDAQ:BIDU) is not on our list of 31 Most Popular Stocks Among Hedge Funds. As per our database, 48 hedge fund portfolios held Baidu, Inc. (NASDAQ:BIDU) at the end of the first quarter which was 48 in the previous quarter. In the first quarter total revenue of Baidu, Inc. (NASDAQ:BIDU) increased 1% year-over-year. While we acknowledge the potential of Baidu, Inc. (NASDAQ:BIDU) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.\nIn another article, we discussed Baidu, Inc. (NASDAQ:BIDU) and shared the list of undervalued cyclical stocks to invest in according to analysts. In addition, please check out our hedge fund investor letters Q1 2024 page for more investor letters from hedge funds and other leading investors.\nREAD NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks.\nDisclosure: None. This article is originally published at Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948570693,"gmtCreate":1680751772612,"gmtModify":1680751774380,"author":{"id":"4124838193950372","authorId":"4124838193950372","name":"AsxBets","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4124838193950372","authorIdStr":"4124838193950372"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948570693","repostId":"9943960885","repostType":1,"repost":{"id":9943960885,"gmtCreate":1679046674347,"gmtModify":1680580827296,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into Easter and join Tiger's Egg Hunt! 🎉We're giving away free Disney stocks, USD120 stock vouchers, and more to lucky players who participate in our Easter game. 🎁🌟It's easy to play! You could be a lucky winner by jumping and catching the egg. 🐇You can also invite friends to join in on the fun and earn more points. Plus, you can challenge your friends to see who can earn the most points and come out on top.Play now! Don't miss out on this egg-citing opportunity to win big! 🥳🐣<a href=\"https://www.tigerbrokers.com.au/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now！</a>","listText":"🐰🌷 Hop into Easter and join Tiger's Egg Hunt! 🎉We're giving away free Disney stocks, USD120 stock vouchers, and more to lucky players who participate in our Easter game. 🎁🌟It's easy to play! You could be a lucky winner by jumping and catching the egg. 🐇You can also invite friends to join in on the fun and earn more points. Plus, you can challenge your friends to see who can earn the most points and come out on top.Play now! Don't miss out on this egg-citing opportunity to win big! 🥳🐣<a href=\"https://www.tigerbrokers.com.au/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now！</a>","text":"🐰🌷 Hop into Easter and join Tiger's Egg Hunt! 🎉We're giving away free Disney stocks, USD120 stock vouchers, and more to lucky players who participate in our Easter game. 🎁🌟It's easy to play! You could be a lucky winner by jumping and catching the egg. 🐇You can also invite friends to join in on the fun and earn more points. Plus, you can challenge your friends to see who can earn the most points and come out on top.Play now! 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