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Chip Legend Gordon Moore Leaves behind a Silicon Valley Looking for Its Next Big Thing

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Chip Legend Gordon Moore Leaves behind a Silicon Valley Looking for Its Next Big Thing

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This ultimately predicted how fast computing would evolve.</p><p>But Moore should just as equally be recognized for helping transform Silicon Valley from an agricultural economy into a cradle of technological innovation.</p><p>When Moore dared to leave a job at Shockley Semiconductor in 1957 with a group of seven other semiconductor pioneers, the Santa Clara Valley was known as the Valley of the Hearts Delight, where fruit orchards were the economic engine, and there were no venture capitalists or startup companies.</p><p>Moore was instrumental in three of the earliest companies to experiment with and commercialize integrated circuits and the first semiconductors that helped give Silicon Valley its name. After leaving Shockley, he went on to co-found Fairchild Semiconductor, where along with Robert Noyce, he played a key role in the first commercial production of silicon transistors and later the world’s first commercially viable integrated circuits.</p><p>It was a daring move to leave Shockley, the first semiconductor company in the valley, but Moore and the others, often referred to as the “Traitorous Eight,” had a vision to continue making silicon transistors, while Shockley was distracted with a more complicated, four-layer diode device.</p><p>“This was the first company to spin off engineers starting something new,” Moore told MarketWatch in a 2011 interview, when he and three other living Fairchild alums were being feted at the California Historical Society in San Francisco to receive the “Legends of California Award.”</p><p>In 1968, Moore and Noyce left Fairchild and co-founded Intel Corp. quickly adding chip-industry legend Andy Grove to their roster. After some early fits and starts, including abandoning memory chips, one of its first businesses, Intel would go on to become the largest semiconductor maker in the world as the developer of core microprocessors for personal computers.</p><p>Compared with the two more outspoken Intel legends, Noyce and Grove, Moore was a quieter, more unassuming leader. He finally was the subject of a 500-page biography that came out in 2015, called “Moore’s Law: The Life of Gordon Moore, Silicon Valley’s Quiet Revolutionary,” by authors Arnold Thackray, David Brock and Rachel Jones.</p><p>He told his biographers that he was the “low-key link in the middle” between those big personalities.</p><p>“It is impossible to imagine the world we live in today, with computing so essential to our lives, without the contributions of Gordon Moore,” Pat Gelsinger, Intel’s current chief executive, said in a statement. “He will always be an inspiration to our Intel family and his thinking at the core of our innovation culture.”</p><p>Moore once held Gelsinger’s position, serving as the company’s second CEO from 1979 through 1987. He also chaired the chip giant’s board for 18 years.</p><p>Beyond making contributions to Intel, he helped spur innovation in Silicon Valley more broadly with his Moore’s Law prediction that become the guiding light for the semiconductor industry. This concept evolved out of a 1965 article that Moore wrote in Electronics magazine, though a decade later he revised the prediction to say the number of transistors on an integrated circuit would double every two years, not every year.</p><p>Moore’s thinking with Moore’s Law proved to be correct, and helped predict how quickly and cheaply computing power would evolve. As computers have gotten more powerful, cheaper and smaller, this evolution led to the development of smartphones, smartwatches and other gadgets now essential to everyday life.</p><p>But as transistors have become infinitesimally smaller and the laws of physics have been tough to battle, some in the semiconductor industry have proclaimed the end of Moore’s Law and have been seeking other ways to boost computing power.</p><p>“At the core of computing today, the fundamental dynamic at work is, of course, influenced by one of the most important technology drivers in the history of any industry, Moore’s Law, and has fundamentally come to a very significant slowdown,” Nvidia  Chief Executive Jensen Huang said earlier this week at the company’s GTC conference. “You could argue…Moore’s Law has ended.”</p><p>Intel itself is also at a crossroads, having surrendered its leadership edge in the chip industry with a series of operational miscues. Taiwan Semiconductor Manufacturing Co. Ltd. not Intel, is now the largest semiconductor maker based on revenue, while Intel’s rival Advanced Micro Devices Inc. once an industry also-ran, has been eagerly eating into its share of the market for chips that go into PCs and data-center servers.</p><p>And then there is Silicon Valley itself. The tech hub is going through gut-wrenching change, with unprecedented layoffs at some of its most successful companies including Alphabet Inc. and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. The recent collapse of the startup-friendly Silicon Valley Bank further threatens the innovative engine of the region.</p><p>Moore’s death Friday signals yet another ending for this most storied home of the technology industry.</p></body></html>","source":"mwatch_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chip Legend Gordon Moore Leaves behind a Silicon Valley Looking for Its Next Big Thing</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\">\nChip Legend Gordon Moore Leaves behind a Silicon Valley Looking for Its Next Big Thing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-26 09:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/chip-legend-gordon-moore-leaves-behind-a-silicon-valley-looking-for-its-next-big-thing-ec7a82ed?mod=newsviewer_click><strong>marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Gordon Moore, a founding father of Silicon Valley whose work in the chip industry catalyzed computing, died Friday at 94, with his passing marking the further end of a golden era for the technology ...</p>\n\n<a href=\"https://www.marketwatch.com/story/chip-legend-gordon-moore-leaves-behind-a-silicon-valley-looking-for-its-next-big-thing-ec7a82ed?mod=newsviewer_click\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4585":"ETF&股票定投概念","BK4579":"人工智能","BK4529":"IDC概念","INTC":"英特尔","BK4515":"5G概念","BK4512":"苹果概念","BK4575":"芯片概念","BK4588":"碎股","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4554":"元宇宙及AR概念"},"source_url":"https://www.marketwatch.com/story/chip-legend-gordon-moore-leaves-behind-a-silicon-valley-looking-for-its-next-big-thing-ec7a82ed?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322788021","content_text":"Gordon Moore, a founding father of Silicon Valley whose work in the chip industry catalyzed computing, died Friday at 94, with his passing marking the further end of a golden era for the technology industry.An Intel co-founder who played an integral role in several of the earliest semiconductor companies, he is perhaps best known for coming up with Moore’s Law, a prediction that the number of transistors on an integrated circuit would double every year. This ultimately predicted how fast computing would evolve.But Moore should just as equally be recognized for helping transform Silicon Valley from an agricultural economy into a cradle of technological innovation.When Moore dared to leave a job at Shockley Semiconductor in 1957 with a group of seven other semiconductor pioneers, the Santa Clara Valley was known as the Valley of the Hearts Delight, where fruit orchards were the economic engine, and there were no venture capitalists or startup companies.Moore was instrumental in three of the earliest companies to experiment with and commercialize integrated circuits and the first semiconductors that helped give Silicon Valley its name. After leaving Shockley, he went on to co-found Fairchild Semiconductor, where along with Robert Noyce, he played a key role in the first commercial production of silicon transistors and later the world’s first commercially viable integrated circuits.It was a daring move to leave Shockley, the first semiconductor company in the valley, but Moore and the others, often referred to as the “Traitorous Eight,” had a vision to continue making silicon transistors, while Shockley was distracted with a more complicated, four-layer diode device.“This was the first company to spin off engineers starting something new,” Moore told MarketWatch in a 2011 interview, when he and three other living Fairchild alums were being feted at the California Historical Society in San Francisco to receive the “Legends of California Award.”In 1968, Moore and Noyce left Fairchild and co-founded Intel Corp. quickly adding chip-industry legend Andy Grove to their roster. After some early fits and starts, including abandoning memory chips, one of its first businesses, Intel would go on to become the largest semiconductor maker in the world as the developer of core microprocessors for personal computers.Compared with the two more outspoken Intel legends, Noyce and Grove, Moore was a quieter, more unassuming leader. He finally was the subject of a 500-page biography that came out in 2015, called “Moore’s Law: The Life of Gordon Moore, Silicon Valley’s Quiet Revolutionary,” by authors Arnold Thackray, David Brock and Rachel Jones.He told his biographers that he was the “low-key link in the middle” between those big personalities.“It is impossible to imagine the world we live in today, with computing so essential to our lives, without the contributions of Gordon Moore,” Pat Gelsinger, Intel’s current chief executive, said in a statement. “He will always be an inspiration to our Intel family and his thinking at the core of our innovation culture.”Moore once held Gelsinger’s position, serving as the company’s second CEO from 1979 through 1987. He also chaired the chip giant’s board for 18 years.Beyond making contributions to Intel, he helped spur innovation in Silicon Valley more broadly with his Moore’s Law prediction that become the guiding light for the semiconductor industry. This concept evolved out of a 1965 article that Moore wrote in Electronics magazine, though a decade later he revised the prediction to say the number of transistors on an integrated circuit would double every two years, not every year.Moore’s thinking with Moore’s Law proved to be correct, and helped predict how quickly and cheaply computing power would evolve. As computers have gotten more powerful, cheaper and smaller, this evolution led to the development of smartphones, smartwatches and other gadgets now essential to everyday life.But as transistors have become infinitesimally smaller and the laws of physics have been tough to battle, some in the semiconductor industry have proclaimed the end of Moore’s Law and have been seeking other ways to boost computing power.“At the core of computing today, the fundamental dynamic at work is, of course, influenced by one of the most important technology drivers in the history of any industry, Moore’s Law, and has fundamentally come to a very significant slowdown,” Nvidia  Chief Executive Jensen Huang said earlier this week at the company’s GTC conference. “You could argue…Moore’s Law has ended.”Intel itself is also at a crossroads, having surrendered its leadership edge in the chip industry with a series of operational miscues. Taiwan Semiconductor Manufacturing Co. Ltd. not Intel, is now the largest semiconductor maker based on revenue, while Intel’s rival Advanced Micro Devices Inc. once an industry also-ran, has been eagerly eating into its share of the market for chips that go into PCs and data-center servers.And then there is Silicon Valley itself. The tech hub is going through gut-wrenching change, with unprecedented layoffs at some of its most successful companies including Alphabet Inc. and Meta Platforms Inc. The recent collapse of the startup-friendly Silicon Valley Bank further threatens the innovative engine of the region.Moore’s death Friday signals yet another ending for this most storied home of the technology industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941019396,"gmtCreate":1679829732415,"gmtModify":1679829734394,"author":{"id":"4140753323454492","authorId":"4140753323454492","name":"Reviliana","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941019396","repostId":"2322101290","repostType":2,"repost":{"id":"2322101290","pubTimestamp":1679794689,"share":"https://www.laohu8.com/m/news/2322101290?lang=&edition=full","pubTime":"2023-03-26 09:38","market":"us","language":"en","title":"Is It Too Late to Buy Microsoft Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2322101290","media":"Motley Fool","summary":"The enterprise and personal software titan has generated impressive gains so far in 2023, but is this just the beginning?","content":"<html><head></head><body><p><b>Microsoft </b>(MSFT 1.05%) has had a terrific year so far in 2023, riding the tailwinds of a broader rally in technology stocks. Shares of the tech titan are up 15% so far this year, more than triple the gains of the <b>S&amp;P 500</b>. This is in stark contrast to its performance in 2022, when the stock tumbled more than 28%.</p><p>The rally this year came on the heels of the company&#39;s stronger-than-expected financial results released on Jan. 24. Microsoft&#39;s resilience in the face of macroeconomic headwinds boosted investor confidence that the company can capitalize on a couple of vast and growing opportunities over the coming year.</p><p>What does this mean for investors who sat out Microsoft&#39;s current rally? Should they buy the stock in anticipation of additional gains or avoid the stock because of its higher valuation and the ongoing meltdown in the personal computer (PC) market? Let&#39;s take a closer look.</p><p><img src=\"https://static.tigerbbs.com/b2be85387a6f72a34eff476817e4fc87\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>What&#39;s been weighing on Microsoft stock?</h2><p>Microsoft&#39;s strength comes from the diversity of its business, but a big chunk still comes from the PC market -- which has been in a secular decline and hit hard by the downturn. In its fiscal 2023 second quarter (which ended Dec. 31), Microsoft&#39;s more personal computing segment -- which has historically accounted for nearly a third of its revenue -- was down 19% year over year to $14.2 billion, marking the second consecutive quarter of year-over-year declines.</p><p>The good news is that the PC market may be near a bottom. <b>Morgan Stanley</b> analyst Erik Woodring cut his 2023 PC estimates again <i>but</i> believes the worst has passed, with the market hitting its trough as soon as the current quarter.</p><h2>What could drive Microsoft stock higher?</h2><p>In addition to a rebound in the PC market, Microsoft has other drivers that could fuel a stock rally.</p><p>Chief among those is its cloud infrastructure service, Azure. Microsoft experienced strong market-share gains in the worldwide cloud infrastructure market in 2022, reaching 23%, up from 21% in the preceding four quarters, according to data compiled by Synergy Research Group. In fact, over the past five years, Microsoft has notched the largest share gains in the industry, growing by nearly 11 percentage points since 2017. Given the consistency of the company&#39;s market-share increases in recent years, there&#39;s every reason to believe that trend will continue.</p><p>There&#39;s also the matter of ChatGPT and the growing utility of artificial intelligence (AI). Microsoft has invested <i>at least</i> $10 billion in ChatGPT-creator OpenAI and is already working to integrate ChatGPT&#39;s capabilities into its Bing search engine. The intent is clear -- to wrest some search-market share from <b>Alphabet</b>&#39;s Google, which controls more than 90% of the market -- so even small market-share gains could be big business. Microsoft estimates that every 1% share of the market it gains represents a $2 billion revenue opportunity.</p><p>While it&#39;s too early to know how successful those efforts will be, the excitement surrounding ChatGPT is palpable. This suggests that fervor could be instrumental in attracting additional search users to Bing.</p><h2>How to approach Microsoft stock now</h2><p>Microsoft is currently selling at 31 times trailing earnings and 10 times trailing sales. While value investors might balk at the company&#39;s valuation, I&#39;d argue that&#39;s a pretty reasonable price to pay for a company that&#39;s expected to grow both its revenue and earnings per share by double digits by 2024.</p><p>As I&#39;ve outlined above, Microsoft has a number of catalysts that could drive its stock significantly higher over the coming months and years. Savvy investors with a stomach for a little volatility should consider buying now, particularly given Microsoft&#39;s resilience and its robust long-term prospects in the high-growth areas of cloud computing and AI.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy Microsoft Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy Microsoft Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-26 09:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/25/is-it-too-late-to-buy-microsoft-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT 1.05%) has had a terrific year so far in 2023, riding the tailwinds of a broader rally in technology stocks. Shares of the tech titan are up 15% so far this year, more than triple the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/25/is-it-too-late-to-buy-microsoft-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4023":"应用软件","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4507":"流媒体概念","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4566":"资本集团","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0861579265.USD":"联博低波幅策略股票基金A","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1046421795.USD":"富达环球科技A-ACC","LU0444971666.USD":"天利全球科技基金","BK4535":"淡马锡持仓","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0971096721.USD":"富达环球金融服务 A","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK4077":"互动媒体与服务","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4573":"虚拟现实","BK4561":"索罗斯持仓","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","BK4581":"高盛持仓","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","MSFT":"微软","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","BK4514":"搜索引擎","LU0080751232.USD":"富达环球多元动力基金A"},"source_url":"https://www.fool.com/investing/2023/03/25/is-it-too-late-to-buy-microsoft-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322101290","content_text":"Microsoft (MSFT 1.05%) has had a terrific year so far in 2023, riding the tailwinds of a broader rally in technology stocks. Shares of the tech titan are up 15% so far this year, more than triple the gains of the S&P 500. This is in stark contrast to its performance in 2022, when the stock tumbled more than 28%.The rally this year came on the heels of the company's stronger-than-expected financial results released on Jan. 24. Microsoft's resilience in the face of macroeconomic headwinds boosted investor confidence that the company can capitalize on a couple of vast and growing opportunities over the coming year.What does this mean for investors who sat out Microsoft's current rally? Should they buy the stock in anticipation of additional gains or avoid the stock because of its higher valuation and the ongoing meltdown in the personal computer (PC) market? Let's take a closer look.Image source: Getty Images.What's been weighing on Microsoft stock?Microsoft's strength comes from the diversity of its business, but a big chunk still comes from the PC market -- which has been in a secular decline and hit hard by the downturn. In its fiscal 2023 second quarter (which ended Dec. 31), Microsoft's more personal computing segment -- which has historically accounted for nearly a third of its revenue -- was down 19% year over year to $14.2 billion, marking the second consecutive quarter of year-over-year declines.The good news is that the PC market may be near a bottom. Morgan Stanley analyst Erik Woodring cut his 2023 PC estimates again but believes the worst has passed, with the market hitting its trough as soon as the current quarter.What could drive Microsoft stock higher?In addition to a rebound in the PC market, Microsoft has other drivers that could fuel a stock rally.Chief among those is its cloud infrastructure service, Azure. Microsoft experienced strong market-share gains in the worldwide cloud infrastructure market in 2022, reaching 23%, up from 21% in the preceding four quarters, according to data compiled by Synergy Research Group. In fact, over the past five years, Microsoft has notched the largest share gains in the industry, growing by nearly 11 percentage points since 2017. Given the consistency of the company's market-share increases in recent years, there's every reason to believe that trend will continue.There's also the matter of ChatGPT and the growing utility of artificial intelligence (AI). Microsoft has invested at least $10 billion in ChatGPT-creator OpenAI and is already working to integrate ChatGPT's capabilities into its Bing search engine. The intent is clear -- to wrest some search-market share from Alphabet's Google, which controls more than 90% of the market -- so even small market-share gains could be big business. Microsoft estimates that every 1% share of the market it gains represents a $2 billion revenue opportunity.While it's too early to know how successful those efforts will be, the excitement surrounding ChatGPT is palpable. This suggests that fervor could be instrumental in attracting additional search users to Bing.How to approach Microsoft stock nowMicrosoft is currently selling at 31 times trailing earnings and 10 times trailing sales. While value investors might balk at the company's valuation, I'd argue that's a pretty reasonable price to pay for a company that's expected to grow both its revenue and earnings per share by double digits by 2024.As I've outlined above, Microsoft has a number of catalysts that could drive its stock significantly higher over the coming months and years. Savvy investors with a stomach for a little volatility should consider buying now, particularly given Microsoft's resilience and its robust long-term prospects in the high-growth areas of cloud computing and AI.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941019925,"gmtCreate":1679829725868,"gmtModify":1679832641971,"author":{"id":"4140753323454492","authorId":"4140753323454492","name":"Reviliana","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941019925","repostId":"2322101290","repostType":2,"repost":{"id":"2322101290","pubTimestamp":1679794689,"share":"https://www.laohu8.com/m/news/2322101290?lang=&edition=full","pubTime":"2023-03-26 09:38","market":"us","language":"en","title":"Is It Too Late to Buy Microsoft Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2322101290","media":"Motley Fool","summary":"The enterprise and personal software titan has generated impressive gains so far in 2023, but is this just the beginning?","content":"<html><head></head><body><p><b>Microsoft </b>(MSFT 1.05%) has had a terrific year so far in 2023, riding the tailwinds of a broader rally in technology stocks. Shares of the tech titan are up 15% so far this year, more than triple the gains of the <b>S&amp;P 500</b>. This is in stark contrast to its performance in 2022, when the stock tumbled more than 28%.</p><p>The rally this year came on the heels of the company&#39;s stronger-than-expected financial results released on Jan. 24. Microsoft&#39;s resilience in the face of macroeconomic headwinds boosted investor confidence that the company can capitalize on a couple of vast and growing opportunities over the coming year.</p><p>What does this mean for investors who sat out Microsoft&#39;s current rally? Should they buy the stock in anticipation of additional gains or avoid the stock because of its higher valuation and the ongoing meltdown in the personal computer (PC) market? Let&#39;s take a closer look.</p><p><img src=\"https://static.tigerbbs.com/b2be85387a6f72a34eff476817e4fc87\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>What&#39;s been weighing on Microsoft stock?</h2><p>Microsoft&#39;s strength comes from the diversity of its business, but a big chunk still comes from the PC market -- which has been in a secular decline and hit hard by the downturn. In its fiscal 2023 second quarter (which ended Dec. 31), Microsoft&#39;s more personal computing segment -- which has historically accounted for nearly a third of its revenue -- was down 19% year over year to $14.2 billion, marking the second consecutive quarter of year-over-year declines.</p><p>The good news is that the PC market may be near a bottom. <b>Morgan Stanley</b> analyst Erik Woodring cut his 2023 PC estimates again <i>but</i> believes the worst has passed, with the market hitting its trough as soon as the current quarter.</p><h2>What could drive Microsoft stock higher?</h2><p>In addition to a rebound in the PC market, Microsoft has other drivers that could fuel a stock rally.</p><p>Chief among those is its cloud infrastructure service, Azure. Microsoft experienced strong market-share gains in the worldwide cloud infrastructure market in 2022, reaching 23%, up from 21% in the preceding four quarters, according to data compiled by Synergy Research Group. In fact, over the past five years, Microsoft has notched the largest share gains in the industry, growing by nearly 11 percentage points since 2017. Given the consistency of the company&#39;s market-share increases in recent years, there&#39;s every reason to believe that trend will continue.</p><p>There&#39;s also the matter of ChatGPT and the growing utility of artificial intelligence (AI). Microsoft has invested <i>at least</i> $10 billion in ChatGPT-creator OpenAI and is already working to integrate ChatGPT&#39;s capabilities into its Bing search engine. The intent is clear -- to wrest some search-market share from <b>Alphabet</b>&#39;s Google, which controls more than 90% of the market -- so even small market-share gains could be big business. Microsoft estimates that every 1% share of the market it gains represents a $2 billion revenue opportunity.</p><p>While it&#39;s too early to know how successful those efforts will be, the excitement surrounding ChatGPT is palpable. This suggests that fervor could be instrumental in attracting additional search users to Bing.</p><h2>How to approach Microsoft stock now</h2><p>Microsoft is currently selling at 31 times trailing earnings and 10 times trailing sales. While value investors might balk at the company&#39;s valuation, I&#39;d argue that&#39;s a pretty reasonable price to pay for a company that&#39;s expected to grow both its revenue and earnings per share by double digits by 2024.</p><p>As I&#39;ve outlined above, Microsoft has a number of catalysts that could drive its stock significantly higher over the coming months and years. Savvy investors with a stomach for a little volatility should consider buying now, particularly given Microsoft&#39;s resilience and its robust long-term prospects in the high-growth areas of cloud computing and AI.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy Microsoft Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy Microsoft Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-26 09:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/25/is-it-too-late-to-buy-microsoft-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT 1.05%) has had a terrific year so far in 2023, riding the tailwinds of a broader rally in technology stocks. Shares of the tech titan are up 15% so far this year, more than triple the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/25/is-it-too-late-to-buy-microsoft-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4023":"应用软件","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4507":"流媒体概念","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4566":"资本集团","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0861579265.USD":"联博低波幅策略股票基金A","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1046421795.USD":"富达环球科技A-ACC","LU0444971666.USD":"天利全球科技基金","BK4535":"淡马锡持仓","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0971096721.USD":"富达环球金融服务 A","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK4077":"互动媒体与服务","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4573":"虚拟现实","BK4561":"索罗斯持仓","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","BK4581":"高盛持仓","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","MSFT":"微软","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","BK4514":"搜索引擎","LU0080751232.USD":"富达环球多元动力基金A"},"source_url":"https://www.fool.com/investing/2023/03/25/is-it-too-late-to-buy-microsoft-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322101290","content_text":"Microsoft (MSFT 1.05%) has had a terrific year so far in 2023, riding the tailwinds of a broader rally in technology stocks. Shares of the tech titan are up 15% so far this year, more than triple the gains of the S&P 500. This is in stark contrast to its performance in 2022, when the stock tumbled more than 28%.The rally this year came on the heels of the company's stronger-than-expected financial results released on Jan. 24. Microsoft's resilience in the face of macroeconomic headwinds boosted investor confidence that the company can capitalize on a couple of vast and growing opportunities over the coming year.What does this mean for investors who sat out Microsoft's current rally? Should they buy the stock in anticipation of additional gains or avoid the stock because of its higher valuation and the ongoing meltdown in the personal computer (PC) market? Let's take a closer look.Image source: Getty Images.What's been weighing on Microsoft stock?Microsoft's strength comes from the diversity of its business, but a big chunk still comes from the PC market -- which has been in a secular decline and hit hard by the downturn. In its fiscal 2023 second quarter (which ended Dec. 31), Microsoft's more personal computing segment -- which has historically accounted for nearly a third of its revenue -- was down 19% year over year to $14.2 billion, marking the second consecutive quarter of year-over-year declines.The good news is that the PC market may be near a bottom. Morgan Stanley analyst Erik Woodring cut his 2023 PC estimates again but believes the worst has passed, with the market hitting its trough as soon as the current quarter.What could drive Microsoft stock higher?In addition to a rebound in the PC market, Microsoft has other drivers that could fuel a stock rally.Chief among those is its cloud infrastructure service, Azure. Microsoft experienced strong market-share gains in the worldwide cloud infrastructure market in 2022, reaching 23%, up from 21% in the preceding four quarters, according to data compiled by Synergy Research Group. In fact, over the past five years, Microsoft has notched the largest share gains in the industry, growing by nearly 11 percentage points since 2017. Given the consistency of the company's market-share increases in recent years, there's every reason to believe that trend will continue.There's also the matter of ChatGPT and the growing utility of artificial intelligence (AI). Microsoft has invested at least $10 billion in ChatGPT-creator OpenAI and is already working to integrate ChatGPT's capabilities into its Bing search engine. The intent is clear -- to wrest some search-market share from Alphabet's Google, which controls more than 90% of the market -- so even small market-share gains could be big business. Microsoft estimates that every 1% share of the market it gains represents a $2 billion revenue opportunity.While it's too early to know how successful those efforts will be, the excitement surrounding ChatGPT is palpable. This suggests that fervor could be instrumental in attracting additional search users to Bing.How to approach Microsoft stock nowMicrosoft is currently selling at 31 times trailing earnings and 10 times trailing sales. While value investors might balk at the company's valuation, I'd argue that's a pretty reasonable price to pay for a company that's expected to grow both its revenue and earnings per share by double digits by 2024.As I've outlined above, Microsoft has a number of catalysts that could drive its stock significantly higher over the coming months and years. Savvy investors with a stomach for a little volatility should consider buying now, particularly given Microsoft's resilience and its robust long-term prospects in the high-growth areas of cloud computing and AI.","news_type":1},"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941019088,"gmtCreate":1679829711044,"gmtModify":1679832641998,"author":{"id":"4140753323454492","authorId":"4140753323454492","name":"Reviliana","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941019088","repostId":"2322777791","repostType":2,"repost":{"id":"2322777791","pubTimestamp":1679795173,"share":"https://www.laohu8.com/m/news/2322777791?lang=&edition=full","pubTime":"2023-03-26 09:46","market":"us","language":"en","title":"Nvidia's Stock Is Up Over 80% This Year. Is It a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2322777791","media":"Motley Fool","summary":"Nvidia's stock has become quite expensive.","content":"<html><head></head><body><p>In the past year,<b> Nvidia</b> has given shareholders quite a roller coaster ride. Since the beginning of 2023, Nvidia&#39;s stock has been up over 80%. However, that comes on the heels of a 50% drop in 2022.</p><p>With how much Nvidia&#39;s stock has risen in 2023, many investors may question if they&#39;ve missed the move on Nvidia&#39;s stock or if there is more room to go, as the stock is still down 18% from its high. So let&#39;s look and determine if Nvidia has reached its ceiling.</p><h2>Nvidia still has one primary product</h2><p>Nvidia depends on one thing: graphic processing units (GPUs). After all, these pieces of computational equipment don&#39;t just make visuals in gaming computers; they can be used to process calculations, run data centers, and create powerful artificial intelligence (AI) solutions.</p><p>Historically, Nvidia has been exposed to the ups and downs of the personal computing market. With Nvidia diversifying away into less recession-prone segments like data centers, it levels out the demand cycle. However, Nvidia still derives much revenue from the gaming and cryptocurrency industries (GPUs are utilized to mine cryptocurrency), so Nvidia still feels cyclical effects.</p><p>AI is one area Nvidia believes can deliver increased demand for its products. At both the data center and PC levels, Nvidia offers products that can power AI computations. However, Nvidia&#39;s latest quarter wasn&#39;t the greatest, even with this broad product range.</p><h2>Nvidia&#39;s Q4 wasn&#39;t special</h2><p>During Nvidia&#39;s fourth quarter of fiscal 2023 (ended Jan. 29), revenue fell 21%, mainly because its gaming division fell 46% year over year. Nvidia&#39;s largest segment, data center, only grew 11% over last year and decreased by 6% compared to the third quarter. This is a big concern for a segment that hasn&#39;t historically displayed cyclicality.</p><p>To make matters worse, Nvidia&#39;s first-quarter guidance was relatively weak, with revenue expected to be $6.5 billion, down 22% from last year.</p><p>So why is a stock that is shrinking its revenue up more than 80% this year? In my opinion, the market has gotten way ahead of itself.</p><p>With how much hype AI has experienced over the past quarter, Nvidia has been identified as an obvious winner, which is probably a fair assessment. However, Nvidia hasn&#39;t executed on this hype yet, even though many investors have already bought in.</p><p>Additionally, Nvidia&#39;s earnings are going in the wrong way. Net income fell 53% in Q4, which brings its price-to-earnings (P/E) ratio to an absurd level.</p><p><img src=\"https://static.tigerbbs.com/8023bb72b664060b7a909a20862a37e6\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NVDA P/E Ratio data by YCharts.</p><p>Some critics might point out that using a P/E ratio isn&#39;t fair right now because the business is going through a downturn, so earnings won&#39;t be optimized. However, even if you utilize the price-to-sales (P/S) ratio, which gives the stock the benefit of the doubt, it&#39;s basically around the same levels as 2021, which caused the stock to crash in 2022.</p><p><img src=\"https://static.tigerbbs.com/db8a7145cc2cd0fe4a39d4439e7a6503\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NVDA P/S Ratio data by YCharts.</p><p>While I&#39;m bullish on Nvidia&#39;s prospects as a company, thanks to its superior GPU technology and exposure to AI, the stock is just too expensive to touch. Trading at 24 times sales makes it expensive for a software stock growing at 50% each year, a ridiculous valuation for a somewhat-cyclical hardware company whose revenue is shrinking.</p><p>I&#39;ll gladly add more if Nvidia&#39;s stock returns to a sane valuation level. But with how the company is executing right now, I think there will be better times to invest in the stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Stock Is Up Over 80% This Year. Is It a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Stock Is Up Over 80% This Year. Is It a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-26 09:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/25/nvidias-stock-is-up-over-80-this-year-is-it-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the past year, Nvidia has given shareholders quite a roller coaster ride. Since the beginning of 2023, Nvidia's stock has been up over 80%. However, that comes on the heels of a 50% drop in 2022....</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/25/nvidias-stock-is-up-over-80-this-year-is-it-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4581":"高盛持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4549":"软银资本持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4548":"巴美列捷福持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4529":"IDC概念","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4528":"SaaS概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4023":"应用软件","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","NVDA":"英伟达","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","BK4567":"ESG概念","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4587":"ChatGPT概念","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","SG9999002232.USD":"Allianz Global High Payout USD","BK4503":"景林资产持仓","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"https://www.fool.com/investing/2023/03/25/nvidias-stock-is-up-over-80-this-year-is-it-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322777791","content_text":"In the past year, Nvidia has given shareholders quite a roller coaster ride. Since the beginning of 2023, Nvidia's stock has been up over 80%. However, that comes on the heels of a 50% drop in 2022.With how much Nvidia's stock has risen in 2023, many investors may question if they've missed the move on Nvidia's stock or if there is more room to go, as the stock is still down 18% from its high. So let's look and determine if Nvidia has reached its ceiling.Nvidia still has one primary productNvidia depends on one thing: graphic processing units (GPUs). After all, these pieces of computational equipment don't just make visuals in gaming computers; they can be used to process calculations, run data centers, and create powerful artificial intelligence (AI) solutions.Historically, Nvidia has been exposed to the ups and downs of the personal computing market. With Nvidia diversifying away into less recession-prone segments like data centers, it levels out the demand cycle. However, Nvidia still derives much revenue from the gaming and cryptocurrency industries (GPUs are utilized to mine cryptocurrency), so Nvidia still feels cyclical effects.AI is one area Nvidia believes can deliver increased demand for its products. At both the data center and PC levels, Nvidia offers products that can power AI computations. However, Nvidia's latest quarter wasn't the greatest, even with this broad product range.Nvidia's Q4 wasn't specialDuring Nvidia's fourth quarter of fiscal 2023 (ended Jan. 29), revenue fell 21%, mainly because its gaming division fell 46% year over year. Nvidia's largest segment, data center, only grew 11% over last year and decreased by 6% compared to the third quarter. This is a big concern for a segment that hasn't historically displayed cyclicality.To make matters worse, Nvidia's first-quarter guidance was relatively weak, with revenue expected to be $6.5 billion, down 22% from last year.So why is a stock that is shrinking its revenue up more than 80% this year? In my opinion, the market has gotten way ahead of itself.With how much hype AI has experienced over the past quarter, Nvidia has been identified as an obvious winner, which is probably a fair assessment. However, Nvidia hasn't executed on this hype yet, even though many investors have already bought in.Additionally, Nvidia's earnings are going in the wrong way. Net income fell 53% in Q4, which brings its price-to-earnings (P/E) ratio to an absurd level.NVDA P/E Ratio data by YCharts.Some critics might point out that using a P/E ratio isn't fair right now because the business is going through a downturn, so earnings won't be optimized. However, even if you utilize the price-to-sales (P/S) ratio, which gives the stock the benefit of the doubt, it's basically around the same levels as 2021, which caused the stock to crash in 2022.NVDA P/S Ratio data by YCharts.While I'm bullish on Nvidia's prospects as a company, thanks to its superior GPU technology and exposure to AI, the stock is just too expensive to touch. Trading at 24 times sales makes it expensive for a software stock growing at 50% each year, a ridiculous valuation for a somewhat-cyclical hardware company whose revenue is shrinking.I'll gladly add more if Nvidia's stock returns to a sane valuation level. But with how the company is executing right now, I think there will be better times to invest in the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941010718,"gmtCreate":1679829702934,"gmtModify":1679832642008,"author":{"id":"4140753323454492","authorId":"4140753323454492","name":"Reviliana","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941010718","repostId":"2322126279","repostType":2,"repost":{"id":"2322126279","pubTimestamp":1679795854,"share":"https://www.laohu8.com/m/news/2322126279?lang=&edition=full","pubTime":"2023-03-26 09:57","market":"us","language":"en","title":"OpenAI CEO Sam Altman Calls Elon Musk a \"Jerk\" as Report Says the Tesla CEO Was \"Furious\" about ChatGPT’s Success","url":"https://stock-news.laohu8.com/highlight/detail?id=2322126279","media":"Fortune","summary":"Elon Musk has spent a lot of time attacking popular chatbot ChatGPT and its maker, OpenAI, for being","content":"<html><head></head><body><p>Elon Musk has spent a lot of time attacking popular chatbot ChatGPT and its maker, OpenAI, for being “woke” and deviating from OpenAI’s original non-profit mission.</p><p>But during an interview on Thursday, Sam Altman, CEO of OpenAI, defended his organization against Musk’s voluble criticism.</p><p>&#34;I mean, he&#39;s a jerk, whatever else you want to say about him—he has a style that is not a style that I&#39;d want to have for myself,&#34; Altman said on the “On With Kara Swisher” podcast.</p><p>Musk co-founded OpenAI in 2015 and eventually left its board in 2018, saying that his work with the group conflicted with Tesla’s expansion into artificial intelligence. But it turns out that the world’s richest man had reportedly offered to lead OpenAI, and when he was turned down, he walked away from the company, according to news site <i>Semafor</i>. That’s when the ties between Musk and OpenAI ended formally. But after ChatGPT gained millions of users following its debut several months ago, Musk was &#34;furious&#34; and went on the offensive.</p><p>In February, Musk tweeted about his disagreements with changes to OpenAI’s status as a pure non-profit to one that also has a for-profit arm and has a big investor in Microsoft.</p><p>“OpenAI was created as an open source (which is why I named it “Open” AI), non-profit company to serve as a counterweight to Google, but now it has become a closed source, maximum-profit company effectively controlled by Microsoft. Not what I intended at all,” he wrote.</p><blockquote>OpenAI was created as an open source (which is why I named it “Open” AI), non-profit company to serve as a counterweight to Google, but now it has become a closed source, maximum-profit company effectively controlled by Microsoft.</blockquote><blockquote>Not what I intended at all.</blockquote><p>A month later, Musk again tweeted about OpenAI’s finances: “I’m still confused as to how a non-profit to which I donated ~$100M somehow became a $30B market cap for-profit. If this is legal, why doesn’t everyone do it?”</p><p>Responding to Musk’s claims, Altman said on the podcast: &#34;Most of that is not true, and I think Elon knows that. We’re not controlled by Microsoft. Microsoft doesn’t even have a board seat on us, we are an independent company.”</p><p>OpenAI chose against open-sourcing everything—or making its technology available to everyone—to prevent “havoc” while still offering wide access to its tools, Altman said. The company opened a for-profit arm in 2019 to raise funds for its A.I. endeavors.</p><p>Despite Musk’s criticism of OpenAI, Altman thinks the Tesla chief still cares about creating a “good future” of artificial general intelligence, the term for A.I. that is as capable as humans and a major goal for researchers.</p><p>&#34;I think he does really care, and he is feeling very stressed about what the future&#39;s going to look like for humanity,&#34; Altman told Swisher.</p><p>Musk could not be reached for comment, while OpenAI declined <i>Fortune</i>’s request for comment.</p><h2><b>‘Woke A.I.’ in the works</b></h2><p>In December, Altman tweeted a complaint about how users of his A.I. tools were coaxing the technology to give racist and sexist responses and then being offended by it.</p><p>To that, Musk, who opposes most policing of online content, responded that he is against any filters that would clean up ChatGPT’s responses. “The danger of training AI to be woke – in other words, lie – is deadly,” he wrote.</p><blockquote>The danger of training AI to be woke – in other words, lie – is deadly</blockquote><p>In February, a Twitter user posted a hypothetical question to ChatGPT in an effort to show how the technology was overly-skewed to be politically correct. Should someone use a racial slur in an area where no one else is standing to prevent a bomb blast that could kill people? ChatGPT responded by saying, no, that it’s morally unacceptable to use a racial slur in any situation. Musk replied, curtly, by saying, “Concerning.”</p><p>Despite criticizing ChatGPT, Musk appears to want to get in on the generative A.I. frenzy that started with the launch of ChatGPT. Last month, a report said he was working on a rival to OpenAI, though he has not confirmed it publicly.</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>OpenAI CEO Sam Altman Calls Elon Musk a \"Jerk\" as Report Says the Tesla CEO Was \"Furious\" about ChatGPT’s Success</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\">\nOpenAI CEO Sam Altman Calls Elon Musk a \"Jerk\" as Report Says the Tesla CEO Was \"Furious\" about ChatGPT’s Success\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-26 09:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/openai-ceo-sam-altman-calls-211537864.html><strong>Fortune</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk has spent a lot of time attacking popular chatbot ChatGPT and its maker, OpenAI, for being “woke” and deviating from OpenAI’s original non-profit mission.But during an interview on Thursday,...</p>\n\n<a href=\"https://finance.yahoo.com/news/openai-ceo-sam-altman-calls-211537864.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4099":"汽车制造商","LU0109392836.USD":"富兰克林科技股A","BK4514":"搜索引擎","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4516":"特朗普概念","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","TSLA":"特斯拉","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4566":"资本集团","MSFT":"微软","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","BK4525":"远程办公概念","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","BK4535":"淡马锡持仓","GOOG":"谷歌","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4077":"互动媒体与服务","BK4527":"明星科技股","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","BK4550":"红杉资本持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD"},"source_url":"https://finance.yahoo.com/news/openai-ceo-sam-altman-calls-211537864.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2322126279","content_text":"Elon Musk has spent a lot of time attacking popular chatbot ChatGPT and its maker, OpenAI, for being “woke” and deviating from OpenAI’s original non-profit mission.But during an interview on Thursday, Sam Altman, CEO of OpenAI, defended his organization against Musk’s voluble criticism.\"I mean, he's a jerk, whatever else you want to say about him—he has a style that is not a style that I'd want to have for myself,\" Altman said on the “On With Kara Swisher” podcast.Musk co-founded OpenAI in 2015 and eventually left its board in 2018, saying that his work with the group conflicted with Tesla’s expansion into artificial intelligence. But it turns out that the world’s richest man had reportedly offered to lead OpenAI, and when he was turned down, he walked away from the company, according to news site Semafor. That’s when the ties between Musk and OpenAI ended formally. But after ChatGPT gained millions of users following its debut several months ago, Musk was \"furious\" and went on the offensive.In February, Musk tweeted about his disagreements with changes to OpenAI’s status as a pure non-profit to one that also has a for-profit arm and has a big investor in Microsoft.“OpenAI was created as an open source (which is why I named it “Open” AI), non-profit company to serve as a counterweight to Google, but now it has become a closed source, maximum-profit company effectively controlled by Microsoft. Not what I intended at all,” he wrote.OpenAI was created as an open source (which is why I named it “Open” AI), non-profit company to serve as a counterweight to Google, but now it has become a closed source, maximum-profit company effectively controlled by Microsoft.Not what I intended at all.A month later, Musk again tweeted about OpenAI’s finances: “I’m still confused as to how a non-profit to which I donated ~$100M somehow became a $30B market cap for-profit. If this is legal, why doesn’t everyone do it?”Responding to Musk’s claims, Altman said on the podcast: \"Most of that is not true, and I think Elon knows that. We’re not controlled by Microsoft. Microsoft doesn’t even have a board seat on us, we are an independent company.”OpenAI chose against open-sourcing everything—or making its technology available to everyone—to prevent “havoc” while still offering wide access to its tools, Altman said. The company opened a for-profit arm in 2019 to raise funds for its A.I. endeavors.Despite Musk’s criticism of OpenAI, Altman thinks the Tesla chief still cares about creating a “good future” of artificial general intelligence, the term for A.I. that is as capable as humans and a major goal for researchers.\"I think he does really care, and he is feeling very stressed about what the future's going to look like for humanity,\" Altman told Swisher.Musk could not be reached for comment, while OpenAI declined Fortune’s request for comment.‘Woke A.I.’ in the worksIn December, Altman tweeted a complaint about how users of his A.I. tools were coaxing the technology to give racist and sexist responses and then being offended by it.To that, Musk, who opposes most policing of online content, responded that he is against any filters that would clean up ChatGPT’s responses. “The danger of training AI to be woke – in other words, lie – is deadly,” he wrote.The danger of training AI to be woke – in other words, lie – is deadlyIn February, a Twitter user posted a hypothetical question to ChatGPT in an effort to show how the technology was overly-skewed to be politically correct. Should someone use a racial slur in an area where no one else is standing to prevent a bomb blast that could kill people? ChatGPT responded by saying, no, that it’s morally unacceptable to use a racial slur in any situation. Musk replied, curtly, by saying, “Concerning.”Despite criticizing ChatGPT, Musk appears to want to get in on the generative A.I. frenzy that started with the launch of ChatGPT. Last month, a report said he was working on a rival to OpenAI, though he has not confirmed it publicly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941010470,"gmtCreate":1679829692891,"gmtModify":1679832641963,"author":{"id":"4140753323454492","authorId":"4140753323454492","name":"Reviliana","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9941010470","repostId":"2322482957","repostType":2,"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941010597,"gmtCreate":1679829681819,"gmtModify":1679832641974,"author":{"id":"4140753323454492","authorId":"4140753323454492","name":"Reviliana","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941010597","repostId":"2322788021","repostType":2,"repost":{"id":"2322788021","pubTimestamp":1679795472,"share":"https://www.laohu8.com/m/news/2322788021?lang=&edition=full","pubTime":"2023-03-26 09:51","market":"us","language":"en","title":"Chip Legend Gordon Moore Leaves behind a Silicon Valley Looking for Its Next Big Thing","url":"https://stock-news.laohu8.com/highlight/detail?id=2322788021","media":"marketwatch","summary":"Gordon Moore, a founding father of Silicon Valley whose work in the chip industry catalyzed computin","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/e2c9aeffe332c843b0eec8a11e27cc2d\" tg-width=\"1024\" tg-height=\"691\" width=\"100%\" height=\"auto\"/>Gordon Moore, a founding father of Silicon Valley whose work in the chip industry catalyzed computing, died Friday at 94, with his passing marking the further end of a golden era for the technology industry.</p><p>An Intel co-founder who played an integral role in several of the earliest semiconductor companies, he is perhaps best known for coming up with Moore’s Law, a prediction that the number of transistors on an integrated circuit would double every year. This ultimately predicted how fast computing would evolve.</p><p>But Moore should just as equally be recognized for helping transform Silicon Valley from an agricultural economy into a cradle of technological innovation.</p><p>When Moore dared to leave a job at Shockley Semiconductor in 1957 with a group of seven other semiconductor pioneers, the Santa Clara Valley was known as the Valley of the Hearts Delight, where fruit orchards were the economic engine, and there were no venture capitalists or startup companies.</p><p>Moore was instrumental in three of the earliest companies to experiment with and commercialize integrated circuits and the first semiconductors that helped give Silicon Valley its name. After leaving Shockley, he went on to co-found Fairchild Semiconductor, where along with Robert Noyce, he played a key role in the first commercial production of silicon transistors and later the world’s first commercially viable integrated circuits.</p><p>It was a daring move to leave Shockley, the first semiconductor company in the valley, but Moore and the others, often referred to as the “Traitorous Eight,” had a vision to continue making silicon transistors, while Shockley was distracted with a more complicated, four-layer diode device.</p><p>“This was the first company to spin off engineers starting something new,” Moore told MarketWatch in a 2011 interview, when he and three other living Fairchild alums were being feted at the California Historical Society in San Francisco to receive the “Legends of California Award.”</p><p>In 1968, Moore and Noyce left Fairchild and co-founded Intel Corp. quickly adding chip-industry legend Andy Grove to their roster. After some early fits and starts, including abandoning memory chips, one of its first businesses, Intel would go on to become the largest semiconductor maker in the world as the developer of core microprocessors for personal computers.</p><p>Compared with the two more outspoken Intel legends, Noyce and Grove, Moore was a quieter, more unassuming leader. He finally was the subject of a 500-page biography that came out in 2015, called “Moore’s Law: The Life of Gordon Moore, Silicon Valley’s Quiet Revolutionary,” by authors Arnold Thackray, David Brock and Rachel Jones.</p><p>He told his biographers that he was the “low-key link in the middle” between those big personalities.</p><p>“It is impossible to imagine the world we live in today, with computing so essential to our lives, without the contributions of Gordon Moore,” Pat Gelsinger, Intel’s current chief executive, said in a statement. “He will always be an inspiration to our Intel family and his thinking at the core of our innovation culture.”</p><p>Moore once held Gelsinger’s position, serving as the company’s second CEO from 1979 through 1987. He also chaired the chip giant’s board for 18 years.</p><p>Beyond making contributions to Intel, he helped spur innovation in Silicon Valley more broadly with his Moore’s Law prediction that become the guiding light for the semiconductor industry. This concept evolved out of a 1965 article that Moore wrote in Electronics magazine, though a decade later he revised the prediction to say the number of transistors on an integrated circuit would double every two years, not every year.</p><p>Moore’s thinking with Moore’s Law proved to be correct, and helped predict how quickly and cheaply computing power would evolve. As computers have gotten more powerful, cheaper and smaller, this evolution led to the development of smartphones, smartwatches and other gadgets now essential to everyday life.</p><p>But as transistors have become infinitesimally smaller and the laws of physics have been tough to battle, some in the semiconductor industry have proclaimed the end of Moore’s Law and have been seeking other ways to boost computing power.</p><p>“At the core of computing today, the fundamental dynamic at work is, of course, influenced by one of the most important technology drivers in the history of any industry, Moore’s Law, and has fundamentally come to a very significant slowdown,” Nvidia  Chief Executive Jensen Huang said earlier this week at the company’s GTC conference. “You could argue…Moore’s Law has ended.”</p><p>Intel itself is also at a crossroads, having surrendered its leadership edge in the chip industry with a series of operational miscues. Taiwan Semiconductor Manufacturing Co. Ltd. not Intel, is now the largest semiconductor maker based on revenue, while Intel’s rival Advanced Micro Devices Inc. once an industry also-ran, has been eagerly eating into its share of the market for chips that go into PCs and data-center servers.</p><p>And then there is Silicon Valley itself. The tech hub is going through gut-wrenching change, with unprecedented layoffs at some of its most successful companies including Alphabet Inc. and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. The recent collapse of the startup-friendly Silicon Valley Bank further threatens the innovative engine of the region.</p><p>Moore’s death Friday signals yet another ending for this most storied home of the technology industry.</p></body></html>","source":"mwatch_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chip Legend Gordon Moore Leaves behind a Silicon Valley Looking for Its Next Big Thing</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\">\nChip Legend Gordon Moore Leaves behind a Silicon Valley Looking for Its Next Big Thing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-26 09:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/chip-legend-gordon-moore-leaves-behind-a-silicon-valley-looking-for-its-next-big-thing-ec7a82ed?mod=newsviewer_click><strong>marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Gordon Moore, a founding father of Silicon Valley whose work in the chip industry catalyzed computing, died Friday at 94, with his passing marking the further end of a golden era for the technology ...</p>\n\n<a href=\"https://www.marketwatch.com/story/chip-legend-gordon-moore-leaves-behind-a-silicon-valley-looking-for-its-next-big-thing-ec7a82ed?mod=newsviewer_click\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4585":"ETF&股票定投概念","BK4579":"人工智能","BK4529":"IDC概念","INTC":"英特尔","BK4515":"5G概念","BK4512":"苹果概念","BK4575":"芯片概念","BK4588":"碎股","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4554":"元宇宙及AR概念"},"source_url":"https://www.marketwatch.com/story/chip-legend-gordon-moore-leaves-behind-a-silicon-valley-looking-for-its-next-big-thing-ec7a82ed?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322788021","content_text":"Gordon Moore, a founding father of Silicon Valley whose work in the chip industry catalyzed computing, died Friday at 94, with his passing marking the further end of a golden era for the technology industry.An Intel co-founder who played an integral role in several of the earliest semiconductor companies, he is perhaps best known for coming up with Moore’s Law, a prediction that the number of transistors on an integrated circuit would double every year. This ultimately predicted how fast computing would evolve.But Moore should just as equally be recognized for helping transform Silicon Valley from an agricultural economy into a cradle of technological innovation.When Moore dared to leave a job at Shockley Semiconductor in 1957 with a group of seven other semiconductor pioneers, the Santa Clara Valley was known as the Valley of the Hearts Delight, where fruit orchards were the economic engine, and there were no venture capitalists or startup companies.Moore was instrumental in three of the earliest companies to experiment with and commercialize integrated circuits and the first semiconductors that helped give Silicon Valley its name. After leaving Shockley, he went on to co-found Fairchild Semiconductor, where along with Robert Noyce, he played a key role in the first commercial production of silicon transistors and later the world’s first commercially viable integrated circuits.It was a daring move to leave Shockley, the first semiconductor company in the valley, but Moore and the others, often referred to as the “Traitorous Eight,” had a vision to continue making silicon transistors, while Shockley was distracted with a more complicated, four-layer diode device.“This was the first company to spin off engineers starting something new,” Moore told MarketWatch in a 2011 interview, when he and three other living Fairchild alums were being feted at the California Historical Society in San Francisco to receive the “Legends of California Award.”In 1968, Moore and Noyce left Fairchild and co-founded Intel Corp. quickly adding chip-industry legend Andy Grove to their roster. After some early fits and starts, including abandoning memory chips, one of its first businesses, Intel would go on to become the largest semiconductor maker in the world as the developer of core microprocessors for personal computers.Compared with the two more outspoken Intel legends, Noyce and Grove, Moore was a quieter, more unassuming leader. He finally was the subject of a 500-page biography that came out in 2015, called “Moore’s Law: The Life of Gordon Moore, Silicon Valley’s Quiet Revolutionary,” by authors Arnold Thackray, David Brock and Rachel Jones.He told his biographers that he was the “low-key link in the middle” between those big personalities.“It is impossible to imagine the world we live in today, with computing so essential to our lives, without the contributions of Gordon Moore,” Pat Gelsinger, Intel’s current chief executive, said in a statement. “He will always be an inspiration to our Intel family and his thinking at the core of our innovation culture.”Moore once held Gelsinger’s position, serving as the company’s second CEO from 1979 through 1987. He also chaired the chip giant’s board for 18 years.Beyond making contributions to Intel, he helped spur innovation in Silicon Valley more broadly with his Moore’s Law prediction that become the guiding light for the semiconductor industry. This concept evolved out of a 1965 article that Moore wrote in Electronics magazine, though a decade later he revised the prediction to say the number of transistors on an integrated circuit would double every two years, not every year.Moore’s thinking with Moore’s Law proved to be correct, and helped predict how quickly and cheaply computing power would evolve. As computers have gotten more powerful, cheaper and smaller, this evolution led to the development of smartphones, smartwatches and other gadgets now essential to everyday life.But as transistors have become infinitesimally smaller and the laws of physics have been tough to battle, some in the semiconductor industry have proclaimed the end of Moore’s Law and have been seeking other ways to boost computing power.“At the core of computing today, the fundamental dynamic at work is, of course, influenced by one of the most important technology drivers in the history of any industry, Moore’s Law, and has fundamentally come to a very significant slowdown,” Nvidia  Chief Executive Jensen Huang said earlier this week at the company’s GTC conference. “You could argue…Moore’s Law has ended.”Intel itself is also at a crossroads, having surrendered its leadership edge in the chip industry with a series of operational miscues. Taiwan Semiconductor Manufacturing Co. Ltd. not Intel, is now the largest semiconductor maker based on revenue, while Intel’s rival Advanced Micro Devices Inc. once an industry also-ran, has been eagerly eating into its share of the market for chips that go into PCs and data-center servers.And then there is Silicon Valley itself. The tech hub is going through gut-wrenching change, with unprecedented layoffs at some of its most successful companies including Alphabet Inc. and Meta Platforms Inc. The recent collapse of the startup-friendly Silicon Valley Bank further threatens the innovative engine of the region.Moore’s death Friday signals yet another ending for this most storied home of the technology industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9941017841,"gmtCreate":1679850510683,"gmtModify":1679850514497,"author":{"id":"4140753323454492","authorId":"4140753323454492","name":"Reviliana","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941017841","repostId":"2322788021","repostType":2,"repost":{"id":"2322788021","pubTimestamp":1679795472,"share":"https://www.laohu8.com/m/news/2322788021?lang=&edition=full","pubTime":"2023-03-26 09:51","market":"us","language":"en","title":"Chip Legend Gordon Moore Leaves behind a Silicon Valley Looking for Its Next Big Thing","url":"https://stock-news.laohu8.com/highlight/detail?id=2322788021","media":"marketwatch","summary":"Gordon Moore, a founding father of Silicon Valley whose work in the chip industry catalyzed computin","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/e2c9aeffe332c843b0eec8a11e27cc2d\" tg-width=\"1024\" tg-height=\"691\" width=\"100%\" height=\"auto\"/>Gordon Moore, a founding father of Silicon Valley whose work in the chip industry catalyzed computing, died Friday at 94, with his passing marking the further end of a golden era for the technology industry.</p><p>An Intel co-founder who played an integral role in several of the earliest semiconductor companies, he is perhaps best known for coming up with Moore’s Law, a prediction that the number of transistors on an integrated circuit would double every year. This ultimately predicted how fast computing would evolve.</p><p>But Moore should just as equally be recognized for helping transform Silicon Valley from an agricultural economy into a cradle of technological innovation.</p><p>When Moore dared to leave a job at Shockley Semiconductor in 1957 with a group of seven other semiconductor pioneers, the Santa Clara Valley was known as the Valley of the Hearts Delight, where fruit orchards were the economic engine, and there were no venture capitalists or startup companies.</p><p>Moore was instrumental in three of the earliest companies to experiment with and commercialize integrated circuits and the first semiconductors that helped give Silicon Valley its name. After leaving Shockley, he went on to co-found Fairchild Semiconductor, where along with Robert Noyce, he played a key role in the first commercial production of silicon transistors and later the world’s first commercially viable integrated circuits.</p><p>It was a daring move to leave Shockley, the first semiconductor company in the valley, but Moore and the others, often referred to as the “Traitorous Eight,” had a vision to continue making silicon transistors, while Shockley was distracted with a more complicated, four-layer diode device.</p><p>“This was the first company to spin off engineers starting something new,” Moore told MarketWatch in a 2011 interview, when he and three other living Fairchild alums were being feted at the California Historical Society in San Francisco to receive the “Legends of California Award.”</p><p>In 1968, Moore and Noyce left Fairchild and co-founded Intel Corp. quickly adding chip-industry legend Andy Grove to their roster. After some early fits and starts, including abandoning memory chips, one of its first businesses, Intel would go on to become the largest semiconductor maker in the world as the developer of core microprocessors for personal computers.</p><p>Compared with the two more outspoken Intel legends, Noyce and Grove, Moore was a quieter, more unassuming leader. He finally was the subject of a 500-page biography that came out in 2015, called “Moore’s Law: The Life of Gordon Moore, Silicon Valley’s Quiet Revolutionary,” by authors Arnold Thackray, David Brock and Rachel Jones.</p><p>He told his biographers that he was the “low-key link in the middle” between those big personalities.</p><p>“It is impossible to imagine the world we live in today, with computing so essential to our lives, without the contributions of Gordon Moore,” Pat Gelsinger, Intel’s current chief executive, said in a statement. “He will always be an inspiration to our Intel family and his thinking at the core of our innovation culture.”</p><p>Moore once held Gelsinger’s position, serving as the company’s second CEO from 1979 through 1987. He also chaired the chip giant’s board for 18 years.</p><p>Beyond making contributions to Intel, he helped spur innovation in Silicon Valley more broadly with his Moore’s Law prediction that become the guiding light for the semiconductor industry. This concept evolved out of a 1965 article that Moore wrote in Electronics magazine, though a decade later he revised the prediction to say the number of transistors on an integrated circuit would double every two years, not every year.</p><p>Moore’s thinking with Moore’s Law proved to be correct, and helped predict how quickly and cheaply computing power would evolve. As computers have gotten more powerful, cheaper and smaller, this evolution led to the development of smartphones, smartwatches and other gadgets now essential to everyday life.</p><p>But as transistors have become infinitesimally smaller and the laws of physics have been tough to battle, some in the semiconductor industry have proclaimed the end of Moore’s Law and have been seeking other ways to boost computing power.</p><p>“At the core of computing today, the fundamental dynamic at work is, of course, influenced by one of the most important technology drivers in the history of any industry, Moore’s Law, and has fundamentally come to a very significant slowdown,” Nvidia  Chief Executive Jensen Huang said earlier this week at the company’s GTC conference. “You could argue…Moore’s Law has ended.”</p><p>Intel itself is also at a crossroads, having surrendered its leadership edge in the chip industry with a series of operational miscues. Taiwan Semiconductor Manufacturing Co. Ltd. not Intel, is now the largest semiconductor maker based on revenue, while Intel’s rival Advanced Micro Devices Inc. once an industry also-ran, has been eagerly eating into its share of the market for chips that go into PCs and data-center servers.</p><p>And then there is Silicon Valley itself. The tech hub is going through gut-wrenching change, with unprecedented layoffs at some of its most successful companies including Alphabet Inc. and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. The recent collapse of the startup-friendly Silicon Valley Bank further threatens the innovative engine of the region.</p><p>Moore’s death Friday signals yet another ending for this most storied home of the technology industry.</p></body></html>","source":"mwatch_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chip Legend Gordon Moore Leaves behind a Silicon Valley Looking for Its Next Big Thing</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\">\nChip Legend Gordon Moore Leaves behind a Silicon Valley Looking for Its Next Big Thing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-26 09:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/chip-legend-gordon-moore-leaves-behind-a-silicon-valley-looking-for-its-next-big-thing-ec7a82ed?mod=newsviewer_click><strong>marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Gordon Moore, a founding father of Silicon Valley whose work in the chip industry catalyzed computing, died Friday at 94, with his passing marking the further end of a golden era for the technology ...</p>\n\n<a href=\"https://www.marketwatch.com/story/chip-legend-gordon-moore-leaves-behind-a-silicon-valley-looking-for-its-next-big-thing-ec7a82ed?mod=newsviewer_click\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4585":"ETF&股票定投概念","BK4579":"人工智能","BK4529":"IDC概念","INTC":"英特尔","BK4515":"5G概念","BK4512":"苹果概念","BK4575":"芯片概念","BK4588":"碎股","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4554":"元宇宙及AR概念"},"source_url":"https://www.marketwatch.com/story/chip-legend-gordon-moore-leaves-behind-a-silicon-valley-looking-for-its-next-big-thing-ec7a82ed?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322788021","content_text":"Gordon Moore, a founding father of Silicon Valley whose work in the chip industry catalyzed computing, died Friday at 94, with his passing marking the further end of a golden era for the technology industry.An Intel co-founder who played an integral role in several of the earliest semiconductor companies, he is perhaps best known for coming up with Moore’s Law, a prediction that the number of transistors on an integrated circuit would double every year. This ultimately predicted how fast computing would evolve.But Moore should just as equally be recognized for helping transform Silicon Valley from an agricultural economy into a cradle of technological innovation.When Moore dared to leave a job at Shockley Semiconductor in 1957 with a group of seven other semiconductor pioneers, the Santa Clara Valley was known as the Valley of the Hearts Delight, where fruit orchards were the economic engine, and there were no venture capitalists or startup companies.Moore was instrumental in three of the earliest companies to experiment with and commercialize integrated circuits and the first semiconductors that helped give Silicon Valley its name. After leaving Shockley, he went on to co-found Fairchild Semiconductor, where along with Robert Noyce, he played a key role in the first commercial production of silicon transistors and later the world’s first commercially viable integrated circuits.It was a daring move to leave Shockley, the first semiconductor company in the valley, but Moore and the others, often referred to as the “Traitorous Eight,” had a vision to continue making silicon transistors, while Shockley was distracted with a more complicated, four-layer diode device.“This was the first company to spin off engineers starting something new,” Moore told MarketWatch in a 2011 interview, when he and three other living Fairchild alums were being feted at the California Historical Society in San Francisco to receive the “Legends of California Award.”In 1968, Moore and Noyce left Fairchild and co-founded Intel Corp. quickly adding chip-industry legend Andy Grove to their roster. After some early fits and starts, including abandoning memory chips, one of its first businesses, Intel would go on to become the largest semiconductor maker in the world as the developer of core microprocessors for personal computers.Compared with the two more outspoken Intel legends, Noyce and Grove, Moore was a quieter, more unassuming leader. He finally was the subject of a 500-page biography that came out in 2015, called “Moore’s Law: The Life of Gordon Moore, Silicon Valley’s Quiet Revolutionary,” by authors Arnold Thackray, David Brock and Rachel Jones.He told his biographers that he was the “low-key link in the middle” between those big personalities.“It is impossible to imagine the world we live in today, with computing so essential to our lives, without the contributions of Gordon Moore,” Pat Gelsinger, Intel’s current chief executive, said in a statement. “He will always be an inspiration to our Intel family and his thinking at the core of our innovation culture.”Moore once held Gelsinger’s position, serving as the company’s second CEO from 1979 through 1987. He also chaired the chip giant’s board for 18 years.Beyond making contributions to Intel, he helped spur innovation in Silicon Valley more broadly with his Moore’s Law prediction that become the guiding light for the semiconductor industry. This concept evolved out of a 1965 article that Moore wrote in Electronics magazine, though a decade later he revised the prediction to say the number of transistors on an integrated circuit would double every two years, not every year.Moore’s thinking with Moore’s Law proved to be correct, and helped predict how quickly and cheaply computing power would evolve. As computers have gotten more powerful, cheaper and smaller, this evolution led to the development of smartphones, smartwatches and other gadgets now essential to everyday life.But as transistors have become infinitesimally smaller and the laws of physics have been tough to battle, some in the semiconductor industry have proclaimed the end of Moore’s Law and have been seeking other ways to boost computing power.“At the core of computing today, the fundamental dynamic at work is, of course, influenced by one of the most important technology drivers in the history of any industry, Moore’s Law, and has fundamentally come to a very significant slowdown,” Nvidia  Chief Executive Jensen Huang said earlier this week at the company’s GTC conference. “You could argue…Moore’s Law has ended.”Intel itself is also at a crossroads, having surrendered its leadership edge in the chip industry with a series of operational miscues. Taiwan Semiconductor Manufacturing Co. Ltd. not Intel, is now the largest semiconductor maker based on revenue, while Intel’s rival Advanced Micro Devices Inc. once an industry also-ran, has been eagerly eating into its share of the market for chips that go into PCs and data-center servers.And then there is Silicon Valley itself. The tech hub is going through gut-wrenching change, with unprecedented layoffs at some of its most successful companies including Alphabet Inc. and Meta Platforms Inc. The recent collapse of the startup-friendly Silicon Valley Bank further threatens the innovative engine of the region.Moore’s death Friday signals yet another ending for this most storied home of the technology industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941010470,"gmtCreate":1679829692891,"gmtModify":1679832641963,"author":{"id":"4140753323454492","authorId":"4140753323454492","name":"Reviliana","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9941010470","repostId":"2322482957","repostType":2,"repost":{"id":"2322482957","pubTimestamp":1679796091,"share":"https://www.laohu8.com/m/news/2322482957?lang=&edition=full","pubTime":"2023-03-26 10:01","market":"us","language":"en","title":"Elon Musk Puts $20 Billion Value on Twitter - the Information","url":"https://stock-news.laohu8.com/highlight/detail?id=2322482957","media":"StreetInsider","summary":"(Reuters) - Twitter Inc CEO Elon Musk has offered the social-media company's employees stock grants ","content":"<html><head></head><body><p>(Reuters) - Twitter Inc CEO Elon Musk has offered the social-media company&#39;s employees stock grants at a valuation of nearly $20 billion, the Information reported on Saturday, citing a person familiar with an email Musk sent to Twitter staff.</p><p>The reported valuation is less than half of the $44 billion that Musk paid to acquire the social media platform, pointing to a drop in Twitter&#39;s value.</p><p>Twitter did not immediately respond to a Reuters&#39; emailed request for a comment.</p><p>Musk said in December that Twitter is on track to be &#34;roughly cash flow break-even&#34; in 2023 as top advertisers slashed their spending on the social-media platform after the billionaire&#39; s takeover.</p></body></html>","source":"highlight_streetinsider","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>Elon Musk Puts $20 Billion Value on Twitter - the Information</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\">\nElon Musk Puts $20 Billion Value on Twitter - the Information\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-26 10:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=21418057><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Reuters) - Twitter Inc CEO Elon Musk has offered the social-media company's employees stock grants at a valuation of nearly $20 billion, the Information reported on Saturday, citing a person familiar...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=21418057\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4508":"社交媒体","BK4527":"明星科技股","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4077":"互动媒体与服务","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","BK4588":"碎股","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","BK4134":"信息科技咨询与其它服务","LU0719512351.SGD":"JPMorgan Funds - 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Twitter Inc CEO Elon Musk has offered the social-media company's employees stock grants at a valuation of nearly $20 billion, the Information reported on Saturday, citing a person familiar with an email Musk sent to Twitter staff.The reported valuation is less than half of the $44 billion that Musk paid to acquire the social media platform, pointing to a drop in Twitter's value.Twitter did not immediately respond to a Reuters' emailed request for a comment.Musk said in December that Twitter is on track to be \"roughly cash flow break-even\" in 2023 as top advertisers slashed their spending on the social-media platform after the billionaire' s takeover.","news_type":1},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941010597,"gmtCreate":1679829681819,"gmtModify":1679832641974,"author":{"id":"4140753323454492","authorId":"4140753323454492","name":"Reviliana","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Go","listText":"Go","text":"Go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941010597","repostId":"2322788021","repostType":2,"repost":{"id":"2322788021","pubTimestamp":1679795472,"share":"https://www.laohu8.com/m/news/2322788021?lang=&edition=full","pubTime":"2023-03-26 09:51","market":"us","language":"en","title":"Chip Legend Gordon Moore Leaves behind a Silicon Valley Looking for Its Next Big Thing","url":"https://stock-news.laohu8.com/highlight/detail?id=2322788021","media":"marketwatch","summary":"Gordon Moore, a founding father of Silicon Valley whose work in the chip industry catalyzed computin","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/e2c9aeffe332c843b0eec8a11e27cc2d\" tg-width=\"1024\" tg-height=\"691\" width=\"100%\" height=\"auto\"/>Gordon Moore, a founding father of Silicon Valley whose work in the chip industry catalyzed computing, died Friday at 94, with his passing marking the further end of a golden era for the technology industry.</p><p>An Intel co-founder who played an integral role in several of the earliest semiconductor companies, he is perhaps best known for coming up with Moore’s Law, a prediction that the number of transistors on an integrated circuit would double every year. This ultimately predicted how fast computing would evolve.</p><p>But Moore should just as equally be recognized for helping transform Silicon Valley from an agricultural economy into a cradle of technological innovation.</p><p>When Moore dared to leave a job at Shockley Semiconductor in 1957 with a group of seven other semiconductor pioneers, the Santa Clara Valley was known as the Valley of the Hearts Delight, where fruit orchards were the economic engine, and there were no venture capitalists or startup companies.</p><p>Moore was instrumental in three of the earliest companies to experiment with and commercialize integrated circuits and the first semiconductors that helped give Silicon Valley its name. After leaving Shockley, he went on to co-found Fairchild Semiconductor, where along with Robert Noyce, he played a key role in the first commercial production of silicon transistors and later the world’s first commercially viable integrated circuits.</p><p>It was a daring move to leave Shockley, the first semiconductor company in the valley, but Moore and the others, often referred to as the “Traitorous Eight,” had a vision to continue making silicon transistors, while Shockley was distracted with a more complicated, four-layer diode device.</p><p>“This was the first company to spin off engineers starting something new,” Moore told MarketWatch in a 2011 interview, when he and three other living Fairchild alums were being feted at the California Historical Society in San Francisco to receive the “Legends of California Award.”</p><p>In 1968, Moore and Noyce left Fairchild and co-founded Intel Corp. quickly adding chip-industry legend Andy Grove to their roster. After some early fits and starts, including abandoning memory chips, one of its first businesses, Intel would go on to become the largest semiconductor maker in the world as the developer of core microprocessors for personal computers.</p><p>Compared with the two more outspoken Intel legends, Noyce and Grove, Moore was a quieter, more unassuming leader. He finally was the subject of a 500-page biography that came out in 2015, called “Moore’s Law: The Life of Gordon Moore, Silicon Valley’s Quiet Revolutionary,” by authors Arnold Thackray, David Brock and Rachel Jones.</p><p>He told his biographers that he was the “low-key link in the middle” between those big personalities.</p><p>“It is impossible to imagine the world we live in today, with computing so essential to our lives, without the contributions of Gordon Moore,” Pat Gelsinger, Intel’s current chief executive, said in a statement. “He will always be an inspiration to our Intel family and his thinking at the core of our innovation culture.”</p><p>Moore once held Gelsinger’s position, serving as the company’s second CEO from 1979 through 1987. He also chaired the chip giant’s board for 18 years.</p><p>Beyond making contributions to Intel, he helped spur innovation in Silicon Valley more broadly with his Moore’s Law prediction that become the guiding light for the semiconductor industry. This concept evolved out of a 1965 article that Moore wrote in Electronics magazine, though a decade later he revised the prediction to say the number of transistors on an integrated circuit would double every two years, not every year.</p><p>Moore’s thinking with Moore’s Law proved to be correct, and helped predict how quickly and cheaply computing power would evolve. As computers have gotten more powerful, cheaper and smaller, this evolution led to the development of smartphones, smartwatches and other gadgets now essential to everyday life.</p><p>But as transistors have become infinitesimally smaller and the laws of physics have been tough to battle, some in the semiconductor industry have proclaimed the end of Moore’s Law and have been seeking other ways to boost computing power.</p><p>“At the core of computing today, the fundamental dynamic at work is, of course, influenced by one of the most important technology drivers in the history of any industry, Moore’s Law, and has fundamentally come to a very significant slowdown,” Nvidia  Chief Executive Jensen Huang said earlier this week at the company’s GTC conference. “You could argue…Moore’s Law has ended.”</p><p>Intel itself is also at a crossroads, having surrendered its leadership edge in the chip industry with a series of operational miscues. Taiwan Semiconductor Manufacturing Co. Ltd. not Intel, is now the largest semiconductor maker based on revenue, while Intel’s rival Advanced Micro Devices Inc. once an industry also-ran, has been eagerly eating into its share of the market for chips that go into PCs and data-center servers.</p><p>And then there is Silicon Valley itself. The tech hub is going through gut-wrenching change, with unprecedented layoffs at some of its most successful companies including Alphabet Inc. and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. The recent collapse of the startup-friendly Silicon Valley Bank further threatens the innovative engine of the region.</p><p>Moore’s death Friday signals yet another ending for this most storied home of the technology industry.</p></body></html>","source":"mwatch_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chip Legend Gordon Moore Leaves behind a Silicon Valley Looking for Its Next Big Thing</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\">\nChip Legend Gordon Moore Leaves behind a Silicon Valley Looking for Its Next Big Thing\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-26 09:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/chip-legend-gordon-moore-leaves-behind-a-silicon-valley-looking-for-its-next-big-thing-ec7a82ed?mod=newsviewer_click><strong>marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Gordon Moore, a founding father of Silicon Valley whose work in the chip industry catalyzed computing, died Friday at 94, with his passing marking the further end of a golden era for the technology ...</p>\n\n<a href=\"https://www.marketwatch.com/story/chip-legend-gordon-moore-leaves-behind-a-silicon-valley-looking-for-its-next-big-thing-ec7a82ed?mod=newsviewer_click\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4585":"ETF&股票定投概念","BK4579":"人工智能","BK4529":"IDC概念","INTC":"英特尔","BK4515":"5G概念","BK4512":"苹果概念","BK4575":"芯片概念","BK4588":"碎股","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4554":"元宇宙及AR概念"},"source_url":"https://www.marketwatch.com/story/chip-legend-gordon-moore-leaves-behind-a-silicon-valley-looking-for-its-next-big-thing-ec7a82ed?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322788021","content_text":"Gordon Moore, a founding father of Silicon Valley whose work in the chip industry catalyzed computing, died Friday at 94, with his passing marking the further end of a golden era for the technology industry.An Intel co-founder who played an integral role in several of the earliest semiconductor companies, he is perhaps best known for coming up with Moore’s Law, a prediction that the number of transistors on an integrated circuit would double every year. This ultimately predicted how fast computing would evolve.But Moore should just as equally be recognized for helping transform Silicon Valley from an agricultural economy into a cradle of technological innovation.When Moore dared to leave a job at Shockley Semiconductor in 1957 with a group of seven other semiconductor pioneers, the Santa Clara Valley was known as the Valley of the Hearts Delight, where fruit orchards were the economic engine, and there were no venture capitalists or startup companies.Moore was instrumental in three of the earliest companies to experiment with and commercialize integrated circuits and the first semiconductors that helped give Silicon Valley its name. After leaving Shockley, he went on to co-found Fairchild Semiconductor, where along with Robert Noyce, he played a key role in the first commercial production of silicon transistors and later the world’s first commercially viable integrated circuits.It was a daring move to leave Shockley, the first semiconductor company in the valley, but Moore and the others, often referred to as the “Traitorous Eight,” had a vision to continue making silicon transistors, while Shockley was distracted with a more complicated, four-layer diode device.“This was the first company to spin off engineers starting something new,” Moore told MarketWatch in a 2011 interview, when he and three other living Fairchild alums were being feted at the California Historical Society in San Francisco to receive the “Legends of California Award.”In 1968, Moore and Noyce left Fairchild and co-founded Intel Corp. quickly adding chip-industry legend Andy Grove to their roster. After some early fits and starts, including abandoning memory chips, one of its first businesses, Intel would go on to become the largest semiconductor maker in the world as the developer of core microprocessors for personal computers.Compared with the two more outspoken Intel legends, Noyce and Grove, Moore was a quieter, more unassuming leader. He finally was the subject of a 500-page biography that came out in 2015, called “Moore’s Law: The Life of Gordon Moore, Silicon Valley’s Quiet Revolutionary,” by authors Arnold Thackray, David Brock and Rachel Jones.He told his biographers that he was the “low-key link in the middle” between those big personalities.“It is impossible to imagine the world we live in today, with computing so essential to our lives, without the contributions of Gordon Moore,” Pat Gelsinger, Intel’s current chief executive, said in a statement. “He will always be an inspiration to our Intel family and his thinking at the core of our innovation culture.”Moore once held Gelsinger’s position, serving as the company’s second CEO from 1979 through 1987. He also chaired the chip giant’s board for 18 years.Beyond making contributions to Intel, he helped spur innovation in Silicon Valley more broadly with his Moore’s Law prediction that become the guiding light for the semiconductor industry. This concept evolved out of a 1965 article that Moore wrote in Electronics magazine, though a decade later he revised the prediction to say the number of transistors on an integrated circuit would double every two years, not every year.Moore’s thinking with Moore’s Law proved to be correct, and helped predict how quickly and cheaply computing power would evolve. As computers have gotten more powerful, cheaper and smaller, this evolution led to the development of smartphones, smartwatches and other gadgets now essential to everyday life.But as transistors have become infinitesimally smaller and the laws of physics have been tough to battle, some in the semiconductor industry have proclaimed the end of Moore’s Law and have been seeking other ways to boost computing power.“At the core of computing today, the fundamental dynamic at work is, of course, influenced by one of the most important technology drivers in the history of any industry, Moore’s Law, and has fundamentally come to a very significant slowdown,” Nvidia  Chief Executive Jensen Huang said earlier this week at the company’s GTC conference. “You could argue…Moore’s Law has ended.”Intel itself is also at a crossroads, having surrendered its leadership edge in the chip industry with a series of operational miscues. Taiwan Semiconductor Manufacturing Co. Ltd. not Intel, is now the largest semiconductor maker based on revenue, while Intel’s rival Advanced Micro Devices Inc. once an industry also-ran, has been eagerly eating into its share of the market for chips that go into PCs and data-center servers.And then there is Silicon Valley itself. The tech hub is going through gut-wrenching change, with unprecedented layoffs at some of its most successful companies including Alphabet Inc. and Meta Platforms Inc. The recent collapse of the startup-friendly Silicon Valley Bank further threatens the innovative engine of the region.Moore’s death Friday signals yet another ending for this most storied home of the technology industry.","news_type":1},"isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941019396,"gmtCreate":1679829732415,"gmtModify":1679829734394,"author":{"id":"4140753323454492","authorId":"4140753323454492","name":"Reviliana","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941019396","repostId":"2322101290","repostType":2,"repost":{"id":"2322101290","pubTimestamp":1679794689,"share":"https://www.laohu8.com/m/news/2322101290?lang=&edition=full","pubTime":"2023-03-26 09:38","market":"us","language":"en","title":"Is It Too Late to Buy Microsoft Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2322101290","media":"Motley Fool","summary":"The enterprise and personal software titan has generated impressive gains so far in 2023, but is this just the beginning?","content":"<html><head></head><body><p><b>Microsoft </b>(MSFT 1.05%) has had a terrific year so far in 2023, riding the tailwinds of a broader rally in technology stocks. Shares of the tech titan are up 15% so far this year, more than triple the gains of the <b>S&amp;P 500</b>. This is in stark contrast to its performance in 2022, when the stock tumbled more than 28%.</p><p>The rally this year came on the heels of the company&#39;s stronger-than-expected financial results released on Jan. 24. Microsoft&#39;s resilience in the face of macroeconomic headwinds boosted investor confidence that the company can capitalize on a couple of vast and growing opportunities over the coming year.</p><p>What does this mean for investors who sat out Microsoft&#39;s current rally? Should they buy the stock in anticipation of additional gains or avoid the stock because of its higher valuation and the ongoing meltdown in the personal computer (PC) market? Let&#39;s take a closer look.</p><p><img src=\"https://static.tigerbbs.com/b2be85387a6f72a34eff476817e4fc87\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>What&#39;s been weighing on Microsoft stock?</h2><p>Microsoft&#39;s strength comes from the diversity of its business, but a big chunk still comes from the PC market -- which has been in a secular decline and hit hard by the downturn. In its fiscal 2023 second quarter (which ended Dec. 31), Microsoft&#39;s more personal computing segment -- which has historically accounted for nearly a third of its revenue -- was down 19% year over year to $14.2 billion, marking the second consecutive quarter of year-over-year declines.</p><p>The good news is that the PC market may be near a bottom. <b>Morgan Stanley</b> analyst Erik Woodring cut his 2023 PC estimates again <i>but</i> believes the worst has passed, with the market hitting its trough as soon as the current quarter.</p><h2>What could drive Microsoft stock higher?</h2><p>In addition to a rebound in the PC market, Microsoft has other drivers that could fuel a stock rally.</p><p>Chief among those is its cloud infrastructure service, Azure. Microsoft experienced strong market-share gains in the worldwide cloud infrastructure market in 2022, reaching 23%, up from 21% in the preceding four quarters, according to data compiled by Synergy Research Group. In fact, over the past five years, Microsoft has notched the largest share gains in the industry, growing by nearly 11 percentage points since 2017. Given the consistency of the company&#39;s market-share increases in recent years, there&#39;s every reason to believe that trend will continue.</p><p>There&#39;s also the matter of ChatGPT and the growing utility of artificial intelligence (AI). Microsoft has invested <i>at least</i> $10 billion in ChatGPT-creator OpenAI and is already working to integrate ChatGPT&#39;s capabilities into its Bing search engine. The intent is clear -- to wrest some search-market share from <b>Alphabet</b>&#39;s Google, which controls more than 90% of the market -- so even small market-share gains could be big business. Microsoft estimates that every 1% share of the market it gains represents a $2 billion revenue opportunity.</p><p>While it&#39;s too early to know how successful those efforts will be, the excitement surrounding ChatGPT is palpable. This suggests that fervor could be instrumental in attracting additional search users to Bing.</p><h2>How to approach Microsoft stock now</h2><p>Microsoft is currently selling at 31 times trailing earnings and 10 times trailing sales. While value investors might balk at the company&#39;s valuation, I&#39;d argue that&#39;s a pretty reasonable price to pay for a company that&#39;s expected to grow both its revenue and earnings per share by double digits by 2024.</p><p>As I&#39;ve outlined above, Microsoft has a number of catalysts that could drive its stock significantly higher over the coming months and years. Savvy investors with a stomach for a little volatility should consider buying now, particularly given Microsoft&#39;s resilience and its robust long-term prospects in the high-growth areas of cloud computing and AI.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy Microsoft Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy Microsoft Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-26 09:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/25/is-it-too-late-to-buy-microsoft-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT 1.05%) has had a terrific year so far in 2023, riding the tailwinds of a broader rally in technology stocks. Shares of the tech titan are up 15% so far this year, more than triple the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/25/is-it-too-late-to-buy-microsoft-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4023":"应用软件","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4507":"流媒体概念","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4566":"资本集团","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0861579265.USD":"联博低波幅策略股票基金A","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1046421795.USD":"富达环球科技A-ACC","LU0444971666.USD":"天利全球科技基金","BK4535":"淡马锡持仓","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0971096721.USD":"富达环球金融服务 A","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK4077":"互动媒体与服务","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4573":"虚拟现实","BK4561":"索罗斯持仓","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","BK4581":"高盛持仓","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","MSFT":"微软","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","BK4514":"搜索引擎","LU0080751232.USD":"富达环球多元动力基金A"},"source_url":"https://www.fool.com/investing/2023/03/25/is-it-too-late-to-buy-microsoft-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322101290","content_text":"Microsoft (MSFT 1.05%) has had a terrific year so far in 2023, riding the tailwinds of a broader rally in technology stocks. Shares of the tech titan are up 15% so far this year, more than triple the gains of the S&P 500. This is in stark contrast to its performance in 2022, when the stock tumbled more than 28%.The rally this year came on the heels of the company's stronger-than-expected financial results released on Jan. 24. Microsoft's resilience in the face of macroeconomic headwinds boosted investor confidence that the company can capitalize on a couple of vast and growing opportunities over the coming year.What does this mean for investors who sat out Microsoft's current rally? Should they buy the stock in anticipation of additional gains or avoid the stock because of its higher valuation and the ongoing meltdown in the personal computer (PC) market? Let's take a closer look.Image source: Getty Images.What's been weighing on Microsoft stock?Microsoft's strength comes from the diversity of its business, but a big chunk still comes from the PC market -- which has been in a secular decline and hit hard by the downturn. In its fiscal 2023 second quarter (which ended Dec. 31), Microsoft's more personal computing segment -- which has historically accounted for nearly a third of its revenue -- was down 19% year over year to $14.2 billion, marking the second consecutive quarter of year-over-year declines.The good news is that the PC market may be near a bottom. Morgan Stanley analyst Erik Woodring cut his 2023 PC estimates again but believes the worst has passed, with the market hitting its trough as soon as the current quarter.What could drive Microsoft stock higher?In addition to a rebound in the PC market, Microsoft has other drivers that could fuel a stock rally.Chief among those is its cloud infrastructure service, Azure. Microsoft experienced strong market-share gains in the worldwide cloud infrastructure market in 2022, reaching 23%, up from 21% in the preceding four quarters, according to data compiled by Synergy Research Group. In fact, over the past five years, Microsoft has notched the largest share gains in the industry, growing by nearly 11 percentage points since 2017. Given the consistency of the company's market-share increases in recent years, there's every reason to believe that trend will continue.There's also the matter of ChatGPT and the growing utility of artificial intelligence (AI). Microsoft has invested at least $10 billion in ChatGPT-creator OpenAI and is already working to integrate ChatGPT's capabilities into its Bing search engine. The intent is clear -- to wrest some search-market share from Alphabet's Google, which controls more than 90% of the market -- so even small market-share gains could be big business. Microsoft estimates that every 1% share of the market it gains represents a $2 billion revenue opportunity.While it's too early to know how successful those efforts will be, the excitement surrounding ChatGPT is palpable. This suggests that fervor could be instrumental in attracting additional search users to Bing.How to approach Microsoft stock nowMicrosoft is currently selling at 31 times trailing earnings and 10 times trailing sales. While value investors might balk at the company's valuation, I'd argue that's a pretty reasonable price to pay for a company that's expected to grow both its revenue and earnings per share by double digits by 2024.As I've outlined above, Microsoft has a number of catalysts that could drive its stock significantly higher over the coming months and years. Savvy investors with a stomach for a little volatility should consider buying now, particularly given Microsoft's resilience and its robust long-term prospects in the high-growth areas of cloud computing and AI.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941019088,"gmtCreate":1679829711044,"gmtModify":1679832641998,"author":{"id":"4140753323454492","authorId":"4140753323454492","name":"Reviliana","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941019088","repostId":"2322777791","repostType":2,"repost":{"id":"2322777791","pubTimestamp":1679795173,"share":"https://www.laohu8.com/m/news/2322777791?lang=&edition=full","pubTime":"2023-03-26 09:46","market":"us","language":"en","title":"Nvidia's Stock Is Up Over 80% This Year. Is It a Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2322777791","media":"Motley Fool","summary":"Nvidia's stock has become quite expensive.","content":"<html><head></head><body><p>In the past year,<b> Nvidia</b> has given shareholders quite a roller coaster ride. Since the beginning of 2023, Nvidia&#39;s stock has been up over 80%. However, that comes on the heels of a 50% drop in 2022.</p><p>With how much Nvidia&#39;s stock has risen in 2023, many investors may question if they&#39;ve missed the move on Nvidia&#39;s stock or if there is more room to go, as the stock is still down 18% from its high. So let&#39;s look and determine if Nvidia has reached its ceiling.</p><h2>Nvidia still has one primary product</h2><p>Nvidia depends on one thing: graphic processing units (GPUs). After all, these pieces of computational equipment don&#39;t just make visuals in gaming computers; they can be used to process calculations, run data centers, and create powerful artificial intelligence (AI) solutions.</p><p>Historically, Nvidia has been exposed to the ups and downs of the personal computing market. With Nvidia diversifying away into less recession-prone segments like data centers, it levels out the demand cycle. However, Nvidia still derives much revenue from the gaming and cryptocurrency industries (GPUs are utilized to mine cryptocurrency), so Nvidia still feels cyclical effects.</p><p>AI is one area Nvidia believes can deliver increased demand for its products. At both the data center and PC levels, Nvidia offers products that can power AI computations. However, Nvidia&#39;s latest quarter wasn&#39;t the greatest, even with this broad product range.</p><h2>Nvidia&#39;s Q4 wasn&#39;t special</h2><p>During Nvidia&#39;s fourth quarter of fiscal 2023 (ended Jan. 29), revenue fell 21%, mainly because its gaming division fell 46% year over year. Nvidia&#39;s largest segment, data center, only grew 11% over last year and decreased by 6% compared to the third quarter. This is a big concern for a segment that hasn&#39;t historically displayed cyclicality.</p><p>To make matters worse, Nvidia&#39;s first-quarter guidance was relatively weak, with revenue expected to be $6.5 billion, down 22% from last year.</p><p>So why is a stock that is shrinking its revenue up more than 80% this year? In my opinion, the market has gotten way ahead of itself.</p><p>With how much hype AI has experienced over the past quarter, Nvidia has been identified as an obvious winner, which is probably a fair assessment. However, Nvidia hasn&#39;t executed on this hype yet, even though many investors have already bought in.</p><p>Additionally, Nvidia&#39;s earnings are going in the wrong way. Net income fell 53% in Q4, which brings its price-to-earnings (P/E) ratio to an absurd level.</p><p><img src=\"https://static.tigerbbs.com/8023bb72b664060b7a909a20862a37e6\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NVDA P/E Ratio data by YCharts.</p><p>Some critics might point out that using a P/E ratio isn&#39;t fair right now because the business is going through a downturn, so earnings won&#39;t be optimized. However, even if you utilize the price-to-sales (P/S) ratio, which gives the stock the benefit of the doubt, it&#39;s basically around the same levels as 2021, which caused the stock to crash in 2022.</p><p><img src=\"https://static.tigerbbs.com/db8a7145cc2cd0fe4a39d4439e7a6503\" tg-width=\"720\" tg-height=\"433\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>NVDA P/S Ratio data by YCharts.</p><p>While I&#39;m bullish on Nvidia&#39;s prospects as a company, thanks to its superior GPU technology and exposure to AI, the stock is just too expensive to touch. Trading at 24 times sales makes it expensive for a software stock growing at 50% each year, a ridiculous valuation for a somewhat-cyclical hardware company whose revenue is shrinking.</p><p>I&#39;ll gladly add more if Nvidia&#39;s stock returns to a sane valuation level. But with how the company is executing right now, I think there will be better times to invest in the stock.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Stock Is Up Over 80% This Year. Is It a Buy?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Stock Is Up Over 80% This Year. Is It a Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-26 09:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/25/nvidias-stock-is-up-over-80-this-year-is-it-a-buy/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the past year, Nvidia has given shareholders quite a roller coaster ride. Since the beginning of 2023, Nvidia's stock has been up over 80%. However, that comes on the heels of a 50% drop in 2022....</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/25/nvidias-stock-is-up-over-80-this-year-is-it-a-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4581":"高盛持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4549":"软银资本持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4548":"巴美列捷福持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4529":"IDC概念","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4528":"SaaS概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4023":"应用软件","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","NVDA":"英伟达","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","BK4567":"ESG概念","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4587":"ChatGPT概念","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","SG9999002232.USD":"Allianz Global High Payout USD","BK4503":"景林资产持仓","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"https://www.fool.com/investing/2023/03/25/nvidias-stock-is-up-over-80-this-year-is-it-a-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322777791","content_text":"In the past year, Nvidia has given shareholders quite a roller coaster ride. Since the beginning of 2023, Nvidia's stock has been up over 80%. However, that comes on the heels of a 50% drop in 2022.With how much Nvidia's stock has risen in 2023, many investors may question if they've missed the move on Nvidia's stock or if there is more room to go, as the stock is still down 18% from its high. So let's look and determine if Nvidia has reached its ceiling.Nvidia still has one primary productNvidia depends on one thing: graphic processing units (GPUs). After all, these pieces of computational equipment don't just make visuals in gaming computers; they can be used to process calculations, run data centers, and create powerful artificial intelligence (AI) solutions.Historically, Nvidia has been exposed to the ups and downs of the personal computing market. With Nvidia diversifying away into less recession-prone segments like data centers, it levels out the demand cycle. However, Nvidia still derives much revenue from the gaming and cryptocurrency industries (GPUs are utilized to mine cryptocurrency), so Nvidia still feels cyclical effects.AI is one area Nvidia believes can deliver increased demand for its products. At both the data center and PC levels, Nvidia offers products that can power AI computations. However, Nvidia's latest quarter wasn't the greatest, even with this broad product range.Nvidia's Q4 wasn't specialDuring Nvidia's fourth quarter of fiscal 2023 (ended Jan. 29), revenue fell 21%, mainly because its gaming division fell 46% year over year. Nvidia's largest segment, data center, only grew 11% over last year and decreased by 6% compared to the third quarter. This is a big concern for a segment that hasn't historically displayed cyclicality.To make matters worse, Nvidia's first-quarter guidance was relatively weak, with revenue expected to be $6.5 billion, down 22% from last year.So why is a stock that is shrinking its revenue up more than 80% this year? In my opinion, the market has gotten way ahead of itself.With how much hype AI has experienced over the past quarter, Nvidia has been identified as an obvious winner, which is probably a fair assessment. However, Nvidia hasn't executed on this hype yet, even though many investors have already bought in.Additionally, Nvidia's earnings are going in the wrong way. Net income fell 53% in Q4, which brings its price-to-earnings (P/E) ratio to an absurd level.NVDA P/E Ratio data by YCharts.Some critics might point out that using a P/E ratio isn't fair right now because the business is going through a downturn, so earnings won't be optimized. However, even if you utilize the price-to-sales (P/S) ratio, which gives the stock the benefit of the doubt, it's basically around the same levels as 2021, which caused the stock to crash in 2022.NVDA P/S Ratio data by YCharts.While I'm bullish on Nvidia's prospects as a company, thanks to its superior GPU technology and exposure to AI, the stock is just too expensive to touch. Trading at 24 times sales makes it expensive for a software stock growing at 50% each year, a ridiculous valuation for a somewhat-cyclical hardware company whose revenue is shrinking.I'll gladly add more if Nvidia's stock returns to a sane valuation level. But with how the company is executing right now, I think there will be better times to invest in the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941010718,"gmtCreate":1679829702934,"gmtModify":1679832642008,"author":{"id":"4140753323454492","authorId":"4140753323454492","name":"Reviliana","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941010718","repostId":"2322126279","repostType":2,"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941019925,"gmtCreate":1679829725868,"gmtModify":1679832641971,"author":{"id":"4140753323454492","authorId":"4140753323454492","name":"Reviliana","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941019925","repostId":"2322101290","repostType":2,"repost":{"id":"2322101290","pubTimestamp":1679794689,"share":"https://www.laohu8.com/m/news/2322101290?lang=&edition=full","pubTime":"2023-03-26 09:38","market":"us","language":"en","title":"Is It Too Late to Buy Microsoft Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2322101290","media":"Motley Fool","summary":"The enterprise and personal software titan has generated impressive gains so far in 2023, but is this just the beginning?","content":"<html><head></head><body><p><b>Microsoft </b>(MSFT 1.05%) has had a terrific year so far in 2023, riding the tailwinds of a broader rally in technology stocks. Shares of the tech titan are up 15% so far this year, more than triple the gains of the <b>S&amp;P 500</b>. This is in stark contrast to its performance in 2022, when the stock tumbled more than 28%.</p><p>The rally this year came on the heels of the company&#39;s stronger-than-expected financial results released on Jan. 24. Microsoft&#39;s resilience in the face of macroeconomic headwinds boosted investor confidence that the company can capitalize on a couple of vast and growing opportunities over the coming year.</p><p>What does this mean for investors who sat out Microsoft&#39;s current rally? Should they buy the stock in anticipation of additional gains or avoid the stock because of its higher valuation and the ongoing meltdown in the personal computer (PC) market? Let&#39;s take a closer look.</p><p><img src=\"https://static.tigerbbs.com/b2be85387a6f72a34eff476817e4fc87\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>Image source: Getty Images.</p><h2>What&#39;s been weighing on Microsoft stock?</h2><p>Microsoft&#39;s strength comes from the diversity of its business, but a big chunk still comes from the PC market -- which has been in a secular decline and hit hard by the downturn. In its fiscal 2023 second quarter (which ended Dec. 31), Microsoft&#39;s more personal computing segment -- which has historically accounted for nearly a third of its revenue -- was down 19% year over year to $14.2 billion, marking the second consecutive quarter of year-over-year declines.</p><p>The good news is that the PC market may be near a bottom. <b>Morgan Stanley</b> analyst Erik Woodring cut his 2023 PC estimates again <i>but</i> believes the worst has passed, with the market hitting its trough as soon as the current quarter.</p><h2>What could drive Microsoft stock higher?</h2><p>In addition to a rebound in the PC market, Microsoft has other drivers that could fuel a stock rally.</p><p>Chief among those is its cloud infrastructure service, Azure. Microsoft experienced strong market-share gains in the worldwide cloud infrastructure market in 2022, reaching 23%, up from 21% in the preceding four quarters, according to data compiled by Synergy Research Group. In fact, over the past five years, Microsoft has notched the largest share gains in the industry, growing by nearly 11 percentage points since 2017. Given the consistency of the company&#39;s market-share increases in recent years, there&#39;s every reason to believe that trend will continue.</p><p>There&#39;s also the matter of ChatGPT and the growing utility of artificial intelligence (AI). Microsoft has invested <i>at least</i> $10 billion in ChatGPT-creator OpenAI and is already working to integrate ChatGPT&#39;s capabilities into its Bing search engine. The intent is clear -- to wrest some search-market share from <b>Alphabet</b>&#39;s Google, which controls more than 90% of the market -- so even small market-share gains could be big business. Microsoft estimates that every 1% share of the market it gains represents a $2 billion revenue opportunity.</p><p>While it&#39;s too early to know how successful those efforts will be, the excitement surrounding ChatGPT is palpable. This suggests that fervor could be instrumental in attracting additional search users to Bing.</p><h2>How to approach Microsoft stock now</h2><p>Microsoft is currently selling at 31 times trailing earnings and 10 times trailing sales. While value investors might balk at the company&#39;s valuation, I&#39;d argue that&#39;s a pretty reasonable price to pay for a company that&#39;s expected to grow both its revenue and earnings per share by double digits by 2024.</p><p>As I&#39;ve outlined above, Microsoft has a number of catalysts that could drive its stock significantly higher over the coming months and years. Savvy investors with a stomach for a little volatility should consider buying now, particularly given Microsoft&#39;s resilience and its robust long-term prospects in the high-growth areas of cloud computing and AI.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is It Too Late to Buy Microsoft Stock?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs It Too Late to Buy Microsoft Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-26 09:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/03/25/is-it-too-late-to-buy-microsoft-stock/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Microsoft (MSFT 1.05%) has had a terrific year so far in 2023, riding the tailwinds of a broader rally in technology stocks. Shares of the tech titan are up 15% so far this year, more than triple the ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/03/25/is-it-too-late-to-buy-microsoft-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4023":"应用软件","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0109392836.USD":"富兰克林科技股A","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4507":"流媒体概念","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4566":"资本集团","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0861579265.USD":"联博低波幅策略股票基金A","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1046421795.USD":"富达环球科技A-ACC","LU0444971666.USD":"天利全球科技基金","BK4535":"淡马锡持仓","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0971096721.USD":"富达环球金融服务 A","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK4077":"互动媒体与服务","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4573":"虚拟现实","BK4561":"索罗斯持仓","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","BK4581":"高盛持仓","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","MSFT":"微软","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","BK4514":"搜索引擎","LU0080751232.USD":"富达环球多元动力基金A"},"source_url":"https://www.fool.com/investing/2023/03/25/is-it-too-late-to-buy-microsoft-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322101290","content_text":"Microsoft (MSFT 1.05%) has had a terrific year so far in 2023, riding the tailwinds of a broader rally in technology stocks. Shares of the tech titan are up 15% so far this year, more than triple the gains of the S&P 500. This is in stark contrast to its performance in 2022, when the stock tumbled more than 28%.The rally this year came on the heels of the company's stronger-than-expected financial results released on Jan. 24. Microsoft's resilience in the face of macroeconomic headwinds boosted investor confidence that the company can capitalize on a couple of vast and growing opportunities over the coming year.What does this mean for investors who sat out Microsoft's current rally? Should they buy the stock in anticipation of additional gains or avoid the stock because of its higher valuation and the ongoing meltdown in the personal computer (PC) market? Let's take a closer look.Image source: Getty Images.What's been weighing on Microsoft stock?Microsoft's strength comes from the diversity of its business, but a big chunk still comes from the PC market -- which has been in a secular decline and hit hard by the downturn. In its fiscal 2023 second quarter (which ended Dec. 31), Microsoft's more personal computing segment -- which has historically accounted for nearly a third of its revenue -- was down 19% year over year to $14.2 billion, marking the second consecutive quarter of year-over-year declines.The good news is that the PC market may be near a bottom. Morgan Stanley analyst Erik Woodring cut his 2023 PC estimates again but believes the worst has passed, with the market hitting its trough as soon as the current quarter.What could drive Microsoft stock higher?In addition to a rebound in the PC market, Microsoft has other drivers that could fuel a stock rally.Chief among those is its cloud infrastructure service, Azure. Microsoft experienced strong market-share gains in the worldwide cloud infrastructure market in 2022, reaching 23%, up from 21% in the preceding four quarters, according to data compiled by Synergy Research Group. In fact, over the past five years, Microsoft has notched the largest share gains in the industry, growing by nearly 11 percentage points since 2017. Given the consistency of the company's market-share increases in recent years, there's every reason to believe that trend will continue.There's also the matter of ChatGPT and the growing utility of artificial intelligence (AI). Microsoft has invested at least $10 billion in ChatGPT-creator OpenAI and is already working to integrate ChatGPT's capabilities into its Bing search engine. The intent is clear -- to wrest some search-market share from Alphabet's Google, which controls more than 90% of the market -- so even small market-share gains could be big business. Microsoft estimates that every 1% share of the market it gains represents a $2 billion revenue opportunity.While it's too early to know how successful those efforts will be, the excitement surrounding ChatGPT is palpable. This suggests that fervor could be instrumental in attracting additional search users to Bing.How to approach Microsoft stock nowMicrosoft is currently selling at 31 times trailing earnings and 10 times trailing sales. While value investors might balk at the company's valuation, I'd argue that's a pretty reasonable price to pay for a company that's expected to grow both its revenue and earnings per share by double digits by 2024.As I've outlined above, Microsoft has a number of catalysts that could drive its stock significantly higher over the coming months and years. Savvy investors with a stomach for a little volatility should consider buying now, particularly given Microsoft's resilience and its robust long-term prospects in the high-growth areas of cloud computing and AI.","news_type":1},"isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941535045,"gmtCreate":1680396965787,"gmtModify":1680396969284,"author":{"id":"4140753323454492","authorId":"4140753323454492","name":"Reviliana","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ &nbsp;</a>","text":"$Tiger Brokers(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941535045","isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}