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08-04

A runner focus on slowing competitors down rather than trying to improve and run faster will be always a loser at the end.

Trump Administration Drafting Ban on Chinese Data Center Devices, Sources Say

05-18

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2025-09-24

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Commission, which oversees the U.S. telecom ‌industry, is working on the measure to bar imports of new Chinese optical transceivers, which allow data to travel over fiber-optic cables at the speed of light within data centers. Officials hope to publish it this year, when it would take effect.</p><p>Optical-networking stocks jumped in morning trading. <a href=\"https://laohu8.com/S/FN\">Fabrinet</a> and <a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a> rose 18%; <a href=\"https://laohu8.com/S/POET\">POET Technologies</a> rose 15%; <a href=\"https://laohu8.com/S/COHR\">Coherent</a> rose 14%; <a href=\"https://laohu8.com/S/CRDO\">Credo Technology</a> rose 9%; <a href=\"https://laohu8.com/S/LITE\">Lumentum</a> and <a href=\"https://laohu8.com/S/CIEN\">Ciena</a> rose 8%;  <a href=\"https://laohu8.com/S/SMTC\">Semtech</a> rose 7%; <a href=\"https://laohu8.com/S/GLW\">Corning</a> rose 6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/134be45cc135918eef36c4ecf59742e1\" tg-width=\"652\" tg-height=\"430\"/></p><p>The move, not previously reported, aims to prevent Chinese firms from stealing data, installing malware or disrupting service at U.S. data centers, which house the chips to train and run AI models.</p><p>The FCC could still modify or shelve the restriction, the sources stressed, speaking on condition of anonymity to discuss sensitive matters. But it is the latest example of the Trump administration trying to limit Chinese technological incursions into cutting-edge U.S. industries before they become embedded in the ⁠supply chain.</p><p>&#34;Transceivers definitely pose a risk,&#34; said Divyansh Kaushik, an AI policy expert at Washington, D.C., advisory firm Beacon Global Strategies. &#34;As the data center buildout scales up, you want to make sure the data center supply chain is secure from the get-go,&#34; he added.</p><h2 id=\"id_766297360\" style=\"text-align: start;\">CHINA WILL RESPOND IF NECESSARY: EMBASSY</h2><p>The White House and the FCC did not respond to requests for comment. The Chinese embassy in Washington said Beijing urges the United States to &#34;heed the objective and rational voices of the business communities in both countries&#34; and &#34;stop smearing Chinese companies and threatening them with sanctions.&#34;</p><p>&#34;China will take all necessary measures in response to any action that causes material harm to its interests,&#34; it added.</p><p>China hawks in the administration are keen to avoid another situation like Huawei, where telecom equipment made by the heavily sanctioned Chinese firm was so deeply embedded in U.S. infrastructure that efforts to remove it were slow, expensive and incomplete.</p><p>The FCC has historically been independent, but in June the U.S. Supreme Court backed President Donald Trump&#39;s firing of a Democratic Federal Trade Commission member, expanding his powers over the government, including certain regulatory agencies.</p><p>A U.S. ban on new models of Chinese ‌data center ⁠devices would likely hit China’s <a href=\"https://laohu8.com/S/300308\">Zhongji Innolight</a>, one of the biggest global sellers of transceivers, which was added to the Pentagon’s list of alleged Chinese military-backed companies in June. The list can be a harbinger of tougher action. Innolight did not respond to requests for comment.</p><p>A ban could also raise costs for American cloud firms such as <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Web Services, as it may force them to transition to other producers such as U.S.-based <a href=\"https://laohu8.com/S/COHR\">Coherent</a> and <a href=\"https://laohu8.com/S/LITE\">Lumentum</a>, which stand to benefit from the measure.</p><p>Innolight has a leading 27% share of the global data center transceiver market, according to Counterpoint Research. Coherent and Lumentum sell competitive technology but ⁠lack the scale to replace Chinese vendors, according to a report by the Foundation for American Innovation. Innolight generates 90% of its revenue outside China, the report added.</p><p>AWS, Coherent and Lumentum did not respond to requests for comment.</p><p>The FCC has imposed similar curbs on Chinese drones, routers, robots and inverters, as first reported by Reuters.</p><p>In line with those restrictions, the agency would ban all imports of new transceiver models and then exempt many ⁠non-Chinese suppliers from the restrictions, three of the sources said.</p><p>Trump drew attention during his first term to alleged intellectual property theft by Chinese firms and state-sponsored spying by Huawei, which the company denies.</p><p>But Trump has taken a less aggressive approach during his second term after Beijing&#39;s use of export controls on rare earth minerals last year.</p><p>Reuters reported in February that the Commerce Department, which ⁠has tools to police the tech supply chain for perceived threats from China, shelved a group of import restrictions on China — including one targeting Chinese data center equipment — following a trade war détente last October.</p><p>But the FCC has stepped in, announcing the drone and router bans in December and March, respectively, via its so-called Covered List, created by Congress to bar future equipment sales by foreign companies whose products pose national security risks. Moves against Chinese inverters and robots followed last week.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump Administration Drafting Ban on Chinese Data Center Devices, Sources Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrump Administration Drafting Ban on Chinese Data Center Devices, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-04 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, Aug 4 (Reuters) - The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components, four people familiar with the matter told Reuters, as it seeks to protect the infrastructure that undergirds the AI boom.</p><p>The Federal Communications Commission, which oversees the U.S. telecom ‌industry, is working on the measure to bar imports of new Chinese optical transceivers, which allow data to travel over fiber-optic cables at the speed of light within data centers. Officials hope to publish it this year, when it would take effect.</p><p>Optical-networking stocks jumped in morning trading. <a href=\"https://laohu8.com/S/FN\">Fabrinet</a> and <a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a> rose 18%; <a href=\"https://laohu8.com/S/POET\">POET Technologies</a> rose 15%; <a href=\"https://laohu8.com/S/COHR\">Coherent</a> rose 14%; <a href=\"https://laohu8.com/S/CRDO\">Credo Technology</a> rose 9%; <a href=\"https://laohu8.com/S/LITE\">Lumentum</a> and <a href=\"https://laohu8.com/S/CIEN\">Ciena</a> rose 8%;  <a href=\"https://laohu8.com/S/SMTC\">Semtech</a> rose 7%; <a href=\"https://laohu8.com/S/GLW\">Corning</a> rose 6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/134be45cc135918eef36c4ecf59742e1\" tg-width=\"652\" tg-height=\"430\"/></p><p>The move, not previously reported, aims to prevent Chinese firms from stealing data, installing malware or disrupting service at U.S. data centers, which house the chips to train and run AI models.</p><p>The FCC could still modify or shelve the restriction, the sources stressed, speaking on condition of anonymity to discuss sensitive matters. But it is the latest example of the Trump administration trying to limit Chinese technological incursions into cutting-edge U.S. industries before they become embedded in the ⁠supply chain.</p><p>&#34;Transceivers definitely pose a risk,&#34; said Divyansh Kaushik, an AI policy expert at Washington, D.C., advisory firm Beacon Global Strategies. &#34;As the data center buildout scales up, you want to make sure the data center supply chain is secure from the get-go,&#34; he added.</p><h2 id=\"id_766297360\" style=\"text-align: start;\">CHINA WILL RESPOND IF NECESSARY: EMBASSY</h2><p>The White House and the FCC did not respond to requests for comment. The Chinese embassy in Washington said Beijing urges the United States to &#34;heed the objective and rational voices of the business communities in both countries&#34; and &#34;stop smearing Chinese companies and threatening them with sanctions.&#34;</p><p>&#34;China will take all necessary measures in response to any action that causes material harm to its interests,&#34; it added.</p><p>China hawks in the administration are keen to avoid another situation like Huawei, where telecom equipment made by the heavily sanctioned Chinese firm was so deeply embedded in U.S. infrastructure that efforts to remove it were slow, expensive and incomplete.</p><p>The FCC has historically been independent, but in June the U.S. Supreme Court backed President Donald Trump&#39;s firing of a Democratic Federal Trade Commission member, expanding his powers over the government, including certain regulatory agencies.</p><p>A U.S. ban on new models of Chinese ‌data center ⁠devices would likely hit China’s <a href=\"https://laohu8.com/S/300308\">Zhongji Innolight</a>, one of the biggest global sellers of transceivers, which was added to the Pentagon’s list of alleged Chinese military-backed companies in June. The list can be a harbinger of tougher action. Innolight did not respond to requests for comment.</p><p>A ban could also raise costs for American cloud firms such as <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Web Services, as it may force them to transition to other producers such as U.S.-based <a href=\"https://laohu8.com/S/COHR\">Coherent</a> and <a href=\"https://laohu8.com/S/LITE\">Lumentum</a>, which stand to benefit from the measure.</p><p>Innolight has a leading 27% share of the global data center transceiver market, according to Counterpoint Research. Coherent and Lumentum sell competitive technology but ⁠lack the scale to replace Chinese vendors, according to a report by the Foundation for American Innovation. Innolight generates 90% of its revenue outside China, the report added.</p><p>AWS, Coherent and Lumentum did not respond to requests for comment.</p><p>The FCC has imposed similar curbs on Chinese drones, routers, robots and inverters, as first reported by Reuters.</p><p>In line with those restrictions, the agency would ban all imports of new transceiver models and then exempt many ⁠non-Chinese suppliers from the restrictions, three of the sources said.</p><p>Trump drew attention during his first term to alleged intellectual property theft by Chinese firms and state-sponsored spying by Huawei, which the company denies.</p><p>But Trump has taken a less aggressive approach during his second term after Beijing&#39;s use of export controls on rare earth minerals last year.</p><p>Reuters reported in February that the Commerce Department, which ⁠has tools to police the tech supply chain for perceived threats from China, shelved a group of import restrictions on China — including one targeting Chinese data center equipment — following a trade war détente last October.</p><p>But the FCC has stepped in, announcing the drone and router bans in December and March, respectively, via its so-called Covered List, created by Congress to bar future equipment sales by foreign companies whose products pose national security risks. Moves against Chinese inverters and robots followed last week.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"300308":"中际旭创","BK0214":"IT设备","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","BK4579":"人工智能","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","SMTC":"先科电子","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU2008162690.USD":"FIDELITY FUNDS - ASIA PACIFIC OPPORTUNITIES \"A\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4581":"高盛持仓","BK4148":"电子元件","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","AMZN":"亚马逊","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","GLW":"康宁","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","OGIG":"ALPS O'Shares Global Internet Giants ETF","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - 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Value A Acc SGD-H","LU1146622755.USD":"安本中国A股股票基金A Acc","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LITE":"Lumentum Holdings Inc.","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260804:nL1N43P156:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2656531723","content_text":"WASHINGTON, Aug 4 (Reuters) - The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components, four people familiar with the matter told Reuters, as it seeks to protect the infrastructure that undergirds the AI boom.The Federal Communications Commission, which oversees the U.S. telecom ‌industry, is working on the measure to bar imports of new Chinese optical transceivers, which allow data to travel over fiber-optic cables at the speed of light within data centers. Officials hope to publish it this year, when it would take effect.Optical-networking stocks jumped in morning trading. Fabrinet and Applied Optoelectronics rose 18%; POET Technologies rose 15%; Coherent rose 14%; Credo Technology rose 9%; Lumentum and Ciena rose 8%;  Semtech rose 7%; Corning rose 6%.The move, not previously reported, aims to prevent Chinese firms from stealing data, installing malware or disrupting service at U.S. data centers, which house the chips to train and run AI models.The FCC could still modify or shelve the restriction, the sources stressed, speaking on condition of anonymity to discuss sensitive matters. But it is the latest example of the Trump administration trying to limit Chinese technological incursions into cutting-edge U.S. industries before they become embedded in the ⁠supply chain.\"Transceivers definitely pose a risk,\" said Divyansh Kaushik, an AI policy expert at Washington, D.C., advisory firm Beacon Global Strategies. \"As the data center buildout scales up, you want to make sure the data center supply chain is secure from the get-go,\" he added.CHINA WILL RESPOND IF NECESSARY: EMBASSYThe White House and the FCC did not respond to requests for comment. The Chinese embassy in Washington said Beijing urges the United States to \"heed the objective and rational voices of the business communities in both countries\" and \"stop smearing Chinese companies and threatening them with sanctions.\"\"China will take all necessary measures in response to any action that causes material harm to its interests,\" it added.China hawks in the administration are keen to avoid another situation like Huawei, where telecom equipment made by the heavily sanctioned Chinese firm was so deeply embedded in U.S. infrastructure that efforts to remove it were slow, expensive and incomplete.The FCC has historically been independent, but in June the U.S. Supreme Court backed President Donald Trump's firing of a Democratic Federal Trade Commission member, expanding his powers over the government, including certain regulatory agencies.A U.S. ban on new models of Chinese ‌data center ⁠devices would likely hit China’s Zhongji Innolight, one of the biggest global sellers of transceivers, which was added to the Pentagon’s list of alleged Chinese military-backed companies in June. The list can be a harbinger of tougher action. Innolight did not respond to requests for comment.A ban could also raise costs for American cloud firms such as Amazon Web Services, as it may force them to transition to other producers such as U.S.-based Coherent and Lumentum, which stand to benefit from the measure.Innolight has a leading 27% share of the global data center transceiver market, according to Counterpoint Research. Coherent and Lumentum sell competitive technology but ⁠lack the scale to replace Chinese vendors, according to a report by the Foundation for American Innovation. Innolight generates 90% of its revenue outside China, the report added.AWS, Coherent and Lumentum did not respond to requests for comment.The FCC has imposed similar curbs on Chinese drones, routers, robots and inverters, as first reported by Reuters.In line with those restrictions, the agency would ban all imports of new transceiver models and then exempt many ⁠non-Chinese suppliers from the restrictions, three of the sources said.Trump drew attention during his first term to alleged intellectual property theft by Chinese firms and state-sponsored spying by Huawei, which the company denies.But Trump has taken a less aggressive approach during his second term after Beijing's use of export controls on rare earth minerals last year.Reuters reported in February that the Commerce Department, which ⁠has tools to police the tech supply chain for perceived threats from China, shelved a group of import restrictions on China — including one targeting Chinese data center equipment — following a trade war détente last October.But the FCC has stepped in, announcing the drone and router bans in December and March, respectively, via its so-called Covered List, created by Congress to bar future equipment sales by foreign companies whose products pose national security risks. Moves against Chinese inverters and robots followed last week.","news_type":1,"symbols_score_info":{"300308":1.91,"COHR":1.82,"POET":2,"AMZN":1.85,"ALMU":2,"AXTI":2,"AMZY":0.6,"FN":2,"03308":1.91,"GLW":2,"AMZP":0.6,"CLIX":0.6,"ALAB":2,"LUMA":0.6,"EGGY":0.6,"GLWG":0.6,"CRDU":0.6,"HULL":0.6,"CRDO":2,"COHH":0.6,"AMZU":0.6,"AMZD":0.6,"LITE":2,"CIEN":2,"OGIG":0.6,"WANT":0.6,"AMZZ":0.6,"SPRX":0.6,"USAW.SI":0.6,"AZYY":0.6,"AMZW":0.6,"COHX":0.6,"ONLN":0.6,"LITX":0.6,"FOTO":0.6,"ILDR":0.6,"AAOI":2,"COHC":0.6,"SMTC":2,"LABX":0.6,"RTH":0.6,"LWLG":2}},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":565391333135312,"gmtCreate":1779068103510,"gmtModify":1779068728325,"author":{"id":"4150590477659972","authorId":"4150590477659972","name":"FM 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technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1758643207,"share":"https://ttm.financial/m/news/2569141567?lang=en_US&edition=fundamental","pubTime":"2025-09-24 00:00","market":"nz","language":"en","title":"BUZZ - S&P 500 top and bottom performing stocks at about 12:00 p.m. EDT","url":"https://stock-news.laohu8.com/highlight/detail?id=2569141567","media":"Reuters","summary":"BUZZ - S&P 500 top and bottom performing stocks at about 12:00 p.m. EDTS&P 500 .SPXTop PerformersPercent ChangeParamount Skydance Corp PSKY.OQ+9.4%Halliburton Co HAL.N+8.4%McKesson Corp MCK.N+6.7%Texas Pacific Land Corp TPL.N+5.8%Sempra SRE.N+4.2%Bottom PerformersPercent ChangeGenerac Holdings Inc GNRC.N-5.9%Vistra Corp VST.N-4.6%Oracle Corp ORCL.N-4.0%Air Products and Chemicals Inc APD.N-3.6%Regeneron Pharmaceuticals Inc REGN.OQ-3.5%As of 12:00 p.m., the S&P 500 .SPX lost 11.85 points, or 0.18%, to 6,681.96 and had posted 42 new 52-week highs and 12 new lows.","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ - S&amp;P 500 top and bottom performing stocks at about 12:00 p.m. EDT</title></head><body><p>S&amp;P 500 <span>.SPX</span></p><table><tbody><tr><td><p>Top Performers</p></td><td><p>Percent Change</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/PSKY\">Paramount Skydance Corp</a> <span>PSKY.OQ</span></p></td><td><p>+9.4%</p></td></tr><tr><td><p>Halliburton Co <span>HAL.N</span></p></td><td><p>+8.4%</p></td></tr><tr><td><p>McKesson Corp <span>MCK.N</span></p></td><td><p>+6.7%</p></td></tr><tr><td><p>Texas Pacific Land Corp <span>TPL.N</span></p></td><td><p>+5.8%</p></td></tr><tr><td><p>Sempra <span>SRE.N</span></p></td><td><p>+4.2%</p></td></tr></tbody></table><table><tbody><tr><td><p>Bottom Performers</p></td><td><p>Percent Change</p></td></tr><tr><td><p>Generac Holdings Inc <span>GNRC.N</span></p></td><td><p>-5.9%</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/VST\">Vistra</a> Corp <span>VST.N</span></p></td><td><p>-4.6%</p></td></tr><tr><td><p>Oracle Corp <span>ORCL.N</span></p></td><td><p>-4.0%</p></td></tr><tr><td><p>Air Products and Chemicals Inc <span>APD.N</span></p></td><td><p>-3.6%</p></td></tr><tr><td><p>Regeneron Pharmaceuticals Inc <span>REGN.OQ</span></p></td><td><p>-3.5%</p></td></tr></tbody></table><ul><li><p>As of 12:00 p.m., the S&amp;P 500 <span>.SPX</span> lost 11.85 points, or 0.18%, to 6,681.96 and had posted 42 new 52-week highs and 12 new lows.</p></li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BUZZ - S&P 500 top and bottom performing stocks at about 12:00 p.m. EDT</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; 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.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\">\nBUZZ - S&P 500 top and bottom performing stocks at about 12:00 p.m. EDT\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-09-24 00:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ - S&amp;P 500 top and bottom performing stocks at about 12:00 p.m. EDT</title></head><body><p>S&amp;P 500 <span>.SPX</span></p><table><tbody><tr><td><p>Top Performers</p></td><td><p>Percent Change</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/PSKY\">Paramount Skydance Corp</a> <span>PSKY.OQ</span></p></td><td><p>+9.4%</p></td></tr><tr><td><p>Halliburton Co <span>HAL.N</span></p></td><td><p>+8.4%</p></td></tr><tr><td><p>McKesson Corp <span>MCK.N</span></p></td><td><p>+6.7%</p></td></tr><tr><td><p>Texas Pacific Land Corp <span>TPL.N</span></p></td><td><p>+5.8%</p></td></tr><tr><td><p>Sempra <span>SRE.N</span></p></td><td><p>+4.2%</p></td></tr></tbody></table><table><tbody><tr><td><p>Bottom Performers</p></td><td><p>Percent Change</p></td></tr><tr><td><p>Generac Holdings Inc <span>GNRC.N</span></p></td><td><p>-5.9%</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/VST\">Vistra</a> Corp <span>VST.N</span></p></td><td><p>-4.6%</p></td></tr><tr><td><p>Oracle Corp <span>ORCL.N</span></p></td><td><p>-4.0%</p></td></tr><tr><td><p>Air Products and Chemicals Inc <span>APD.N</span></p></td><td><p>-3.6%</p></td></tr><tr><td><p>Regeneron Pharmaceuticals Inc <span>REGN.OQ</span></p></td><td><p>-3.5%</p></td></tr></tbody></table><ul><li><p>As of 12:00 p.m., the S&amp;P 500 <span>.SPX</span> lost 11.85 points, or 0.18%, to 6,681.96 and had posted 42 new 52-week highs and 12 new lows.</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","IE00BMQBXF63.USD":"BNY MELLON GLOBAL INFRASTRUCTURE INCOME \"B\" (USD) INC A","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","LU1621767810.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"A\" (EUR) INC","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","LU0889565916.HKD":"FRANKLIN BIOTECHNOLOGY DISCOVERY \"A\" (HKD) ACC","REGN":"再生元制药公司","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1621768115.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"B\" (EUR) INC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","IE00BZ18W456.USD":"BNY MELLON GLOBAL INFRASTRUCTURE INCOME \"B\" (USD) INC","LU0432979614.USD":"JPM GLOBAL HEALTHCARE \"A\" ACC","PSKY":"Paramount Skydance Corp","LU2112291526.USD":"BGF WORLD HEALTHSCIENCE \"A4\" (USD) INC","HAL":"哈里伯顿","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","BK4096":"电气部件与设备","GNRC":"Generac控股","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU1061106388.HKD":"BGF WORLD HEALTHSCIENCE \"A2\" (HKDHDG) ACC","BK4105":"独立电力生产商与能源贸易商","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","APD":"Air Prods & Chems Inc","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","TPL":"Texas Pacific Land Trust Sub Sha","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU2449327464.USD":"HSBC GIF GLOBAL INFRASTRUCTURE EQUITY \"AC\" (USD) ACC","SRE":"桑普拉能源","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","BK4516":"特朗普概念","LU0122379950.USD":"贝莱德世界健康科学A2","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","MCK":"麦克森药物批发","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","BK4538":"云计算","LU2324357040.USD":"HSBC GIF GLOBAL EQUITY SUSTAINABLE HEALTHCARE \"AC\" (USD) ACC","VST":"Vistra Energy Corp."},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250923:nL5N3VA15V:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2569141567","content_text":"BUZZ - S&P 500 top and bottom performing stocks at about 12:00 p.m. EDTS&P 500 .SPXTop PerformersPercent ChangeParamount Skydance Corp PSKY.OQ+9.4%Halliburton Co HAL.N+8.4%McKesson Corp MCK.N+6.7%Texas Pacific Land Corp TPL.N+5.8%Sempra SRE.N+4.2%Bottom PerformersPercent ChangeGenerac Holdings Inc GNRC.N-5.9%Vistra Corp VST.N-4.6%Oracle Corp ORCL.N-4.0%Air Products and Chemicals Inc APD.N-3.6%Regeneron Pharmaceuticals Inc REGN.OQ-3.5%As of 12:00 p.m., the S&P 500 .SPX lost 11.85 points, or 0.18%, to 6,681.96 and had posted 42 new 52-week highs and 12 new lows.","news_type":1,"symbols_score_info":{"GNRC":0.9,"PSKY":0.9,"TPL":0.9,"VST":0.9,"MCK":0.9,"HAL":0.9,"SRE":0.9,"REGN":0.9,"APD":0.9}},"isVote":1,"tweetType":1,"viewCount":877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":593204383327104,"gmtCreate":1785851781106,"gmtModify":1785852072255,"author":{"id":"4150590477659972","authorId":"4150590477659972","name":"FM Gan","avatar":"https://community-static.tradeup.com/news/84d4f7831605fd842fcc1c2fc1140aaf","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4150590477659972","authorIdStr":"4150590477659972"},"themes":[],"title":"","htmlText":"A runner focus on slowing competitors down rather than trying to improve and run faster will be always a loser at the end.","listText":"A runner focus on slowing competitors down rather than trying to improve and run faster will be always a loser at the end.","text":"A runner focus on slowing competitors down rather than trying to improve and run faster will be always a loser at the end.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593204383327104","repostId":"2656531723","repostType":2,"repost":{"id":"2656531723","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1785850618,"share":"https://ttm.financial/m/news/2656531723?lang=en_US&edition=fundamental","pubTime":"2026-08-04 21:36","market":"us","language":"en","title":"Trump Administration Drafting Ban on Chinese Data Center Devices, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2656531723","media":"Reuters","summary":"The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components.","content":"<html><head></head><body><p>WASHINGTON, Aug 4 (Reuters) - The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components, four people familiar with the matter told Reuters, as it seeks to protect the infrastructure that undergirds the AI boom.</p><p>The Federal Communications Commission, which oversees the U.S. telecom ‌industry, is working on the measure to bar imports of new Chinese optical transceivers, which allow data to travel over fiber-optic cables at the speed of light within data centers. Officials hope to publish it this year, when it would take effect.</p><p>Optical-networking stocks jumped in morning trading. <a href=\"https://laohu8.com/S/FN\">Fabrinet</a> and <a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a> rose 18%; <a href=\"https://laohu8.com/S/POET\">POET Technologies</a> rose 15%; <a href=\"https://laohu8.com/S/COHR\">Coherent</a> rose 14%; <a href=\"https://laohu8.com/S/CRDO\">Credo Technology</a> rose 9%; <a href=\"https://laohu8.com/S/LITE\">Lumentum</a> and <a href=\"https://laohu8.com/S/CIEN\">Ciena</a> rose 8%;  <a href=\"https://laohu8.com/S/SMTC\">Semtech</a> rose 7%; <a href=\"https://laohu8.com/S/GLW\">Corning</a> rose 6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/134be45cc135918eef36c4ecf59742e1\" tg-width=\"652\" tg-height=\"430\"/></p><p>The move, not previously reported, aims to prevent Chinese firms from stealing data, installing malware or disrupting service at U.S. data centers, which house the chips to train and run AI models.</p><p>The FCC could still modify or shelve the restriction, the sources stressed, speaking on condition of anonymity to discuss sensitive matters. But it is the latest example of the Trump administration trying to limit Chinese technological incursions into cutting-edge U.S. industries before they become embedded in the ⁠supply chain.</p><p>&#34;Transceivers definitely pose a risk,&#34; said Divyansh Kaushik, an AI policy expert at Washington, D.C., advisory firm Beacon Global Strategies. &#34;As the data center buildout scales up, you want to make sure the data center supply chain is secure from the get-go,&#34; he added.</p><h2 id=\"id_766297360\" style=\"text-align: start;\">CHINA WILL RESPOND IF NECESSARY: EMBASSY</h2><p>The White House and the FCC did not respond to requests for comment. The Chinese embassy in Washington said Beijing urges the United States to &#34;heed the objective and rational voices of the business communities in both countries&#34; and &#34;stop smearing Chinese companies and threatening them with sanctions.&#34;</p><p>&#34;China will take all necessary measures in response to any action that causes material harm to its interests,&#34; it added.</p><p>China hawks in the administration are keen to avoid another situation like Huawei, where telecom equipment made by the heavily sanctioned Chinese firm was so deeply embedded in U.S. infrastructure that efforts to remove it were slow, expensive and incomplete.</p><p>The FCC has historically been independent, but in June the U.S. Supreme Court backed President Donald Trump&#39;s firing of a Democratic Federal Trade Commission member, expanding his powers over the government, including certain regulatory agencies.</p><p>A U.S. ban on new models of Chinese ‌data center ⁠devices would likely hit China’s <a href=\"https://laohu8.com/S/300308\">Zhongji Innolight</a>, one of the biggest global sellers of transceivers, which was added to the Pentagon’s list of alleged Chinese military-backed companies in June. The list can be a harbinger of tougher action. Innolight did not respond to requests for comment.</p><p>A ban could also raise costs for American cloud firms such as <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Web Services, as it may force them to transition to other producers such as U.S.-based <a href=\"https://laohu8.com/S/COHR\">Coherent</a> and <a href=\"https://laohu8.com/S/LITE\">Lumentum</a>, which stand to benefit from the measure.</p><p>Innolight has a leading 27% share of the global data center transceiver market, according to Counterpoint Research. Coherent and Lumentum sell competitive technology but ⁠lack the scale to replace Chinese vendors, according to a report by the Foundation for American Innovation. Innolight generates 90% of its revenue outside China, the report added.</p><p>AWS, Coherent and Lumentum did not respond to requests for comment.</p><p>The FCC has imposed similar curbs on Chinese drones, routers, robots and inverters, as first reported by Reuters.</p><p>In line with those restrictions, the agency would ban all imports of new transceiver models and then exempt many ⁠non-Chinese suppliers from the restrictions, three of the sources said.</p><p>Trump drew attention during his first term to alleged intellectual property theft by Chinese firms and state-sponsored spying by Huawei, which the company denies.</p><p>But Trump has taken a less aggressive approach during his second term after Beijing&#39;s use of export controls on rare earth minerals last year.</p><p>Reuters reported in February that the Commerce Department, which ⁠has tools to police the tech supply chain for perceived threats from China, shelved a group of import restrictions on China — including one targeting Chinese data center equipment — following a trade war détente last October.</p><p>But the FCC has stepped in, announcing the drone and router bans in December and March, respectively, via its so-called Covered List, created by Congress to bar future equipment sales by foreign companies whose products pose national security risks. Moves against Chinese inverters and robots followed last week.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump Administration Drafting Ban on Chinese Data Center Devices, Sources Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrump Administration Drafting Ban on Chinese Data Center Devices, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-04 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, Aug 4 (Reuters) - The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components, four people familiar with the matter told Reuters, as it seeks to protect the infrastructure that undergirds the AI boom.</p><p>The Federal Communications Commission, which oversees the U.S. telecom ‌industry, is working on the measure to bar imports of new Chinese optical transceivers, which allow data to travel over fiber-optic cables at the speed of light within data centers. Officials hope to publish it this year, when it would take effect.</p><p>Optical-networking stocks jumped in morning trading. <a href=\"https://laohu8.com/S/FN\">Fabrinet</a> and <a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a> rose 18%; <a href=\"https://laohu8.com/S/POET\">POET Technologies</a> rose 15%; <a href=\"https://laohu8.com/S/COHR\">Coherent</a> rose 14%; <a href=\"https://laohu8.com/S/CRDO\">Credo Technology</a> rose 9%; <a href=\"https://laohu8.com/S/LITE\">Lumentum</a> and <a href=\"https://laohu8.com/S/CIEN\">Ciena</a> rose 8%;  <a href=\"https://laohu8.com/S/SMTC\">Semtech</a> rose 7%; <a href=\"https://laohu8.com/S/GLW\">Corning</a> rose 6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/134be45cc135918eef36c4ecf59742e1\" tg-width=\"652\" tg-height=\"430\"/></p><p>The move, not previously reported, aims to prevent Chinese firms from stealing data, installing malware or disrupting service at U.S. data centers, which house the chips to train and run AI models.</p><p>The FCC could still modify or shelve the restriction, the sources stressed, speaking on condition of anonymity to discuss sensitive matters. But it is the latest example of the Trump administration trying to limit Chinese technological incursions into cutting-edge U.S. industries before they become embedded in the ⁠supply chain.</p><p>&#34;Transceivers definitely pose a risk,&#34; said Divyansh Kaushik, an AI policy expert at Washington, D.C., advisory firm Beacon Global Strategies. &#34;As the data center buildout scales up, you want to make sure the data center supply chain is secure from the get-go,&#34; he added.</p><h2 id=\"id_766297360\" style=\"text-align: start;\">CHINA WILL RESPOND IF NECESSARY: EMBASSY</h2><p>The White House and the FCC did not respond to requests for comment. The Chinese embassy in Washington said Beijing urges the United States to &#34;heed the objective and rational voices of the business communities in both countries&#34; and &#34;stop smearing Chinese companies and threatening them with sanctions.&#34;</p><p>&#34;China will take all necessary measures in response to any action that causes material harm to its interests,&#34; it added.</p><p>China hawks in the administration are keen to avoid another situation like Huawei, where telecom equipment made by the heavily sanctioned Chinese firm was so deeply embedded in U.S. infrastructure that efforts to remove it were slow, expensive and incomplete.</p><p>The FCC has historically been independent, but in June the U.S. Supreme Court backed President Donald Trump&#39;s firing of a Democratic Federal Trade Commission member, expanding his powers over the government, including certain regulatory agencies.</p><p>A U.S. ban on new models of Chinese ‌data center ⁠devices would likely hit China’s <a href=\"https://laohu8.com/S/300308\">Zhongji Innolight</a>, one of the biggest global sellers of transceivers, which was added to the Pentagon’s list of alleged Chinese military-backed companies in June. The list can be a harbinger of tougher action. Innolight did not respond to requests for comment.</p><p>A ban could also raise costs for American cloud firms such as <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Web Services, as it may force them to transition to other producers such as U.S.-based <a href=\"https://laohu8.com/S/COHR\">Coherent</a> and <a href=\"https://laohu8.com/S/LITE\">Lumentum</a>, which stand to benefit from the measure.</p><p>Innolight has a leading 27% share of the global data center transceiver market, according to Counterpoint Research. Coherent and Lumentum sell competitive technology but ⁠lack the scale to replace Chinese vendors, according to a report by the Foundation for American Innovation. Innolight generates 90% of its revenue outside China, the report added.</p><p>AWS, Coherent and Lumentum did not respond to requests for comment.</p><p>The FCC has imposed similar curbs on Chinese drones, routers, robots and inverters, as first reported by Reuters.</p><p>In line with those restrictions, the agency would ban all imports of new transceiver models and then exempt many ⁠non-Chinese suppliers from the restrictions, three of the sources said.</p><p>Trump drew attention during his first term to alleged intellectual property theft by Chinese firms and state-sponsored spying by Huawei, which the company denies.</p><p>But Trump has taken a less aggressive approach during his second term after Beijing&#39;s use of export controls on rare earth minerals last year.</p><p>Reuters reported in February that the Commerce Department, which ⁠has tools to police the tech supply chain for perceived threats from China, shelved a group of import restrictions on China — including one targeting Chinese data center equipment — following a trade war détente last October.</p><p>But the FCC has stepped in, announcing the drone and router bans in December and March, respectively, via its so-called Covered List, created by Congress to bar future equipment sales by foreign companies whose products pose national security risks. Moves against Chinese inverters and robots followed last week.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"300308":"中际旭创","BK0214":"IT设备","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","BK4579":"人工智能","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","SMTC":"先科电子","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU2008162690.USD":"FIDELITY FUNDS - ASIA PACIFIC OPPORTUNITIES \"A\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4581":"高盛持仓","BK4148":"电子元件","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","AMZN":"亚马逊","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","GLW":"康宁","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","OGIG":"ALPS O'Shares Global Internet Giants ETF","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - 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Value A Acc SGD-H","LU1146622755.USD":"安本中国A股股票基金A Acc","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LITE":"Lumentum Holdings Inc.","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260804:nL1N43P156:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2656531723","content_text":"WASHINGTON, Aug 4 (Reuters) - The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components, four people familiar with the matter told Reuters, as it seeks to protect the infrastructure that undergirds the AI boom.The Federal Communications Commission, which oversees the U.S. telecom ‌industry, is working on the measure to bar imports of new Chinese optical transceivers, which allow data to travel over fiber-optic cables at the speed of light within data centers. Officials hope to publish it this year, when it would take effect.Optical-networking stocks jumped in morning trading. Fabrinet and Applied Optoelectronics rose 18%; POET Technologies rose 15%; Coherent rose 14%; Credo Technology rose 9%; Lumentum and Ciena rose 8%;  Semtech rose 7%; Corning rose 6%.The move, not previously reported, aims to prevent Chinese firms from stealing data, installing malware or disrupting service at U.S. data centers, which house the chips to train and run AI models.The FCC could still modify or shelve the restriction, the sources stressed, speaking on condition of anonymity to discuss sensitive matters. But it is the latest example of the Trump administration trying to limit Chinese technological incursions into cutting-edge U.S. industries before they become embedded in the ⁠supply chain.\"Transceivers definitely pose a risk,\" said Divyansh Kaushik, an AI policy expert at Washington, D.C., advisory firm Beacon Global Strategies. \"As the data center buildout scales up, you want to make sure the data center supply chain is secure from the get-go,\" he added.CHINA WILL RESPOND IF NECESSARY: EMBASSYThe White House and the FCC did not respond to requests for comment. The Chinese embassy in Washington said Beijing urges the United States to \"heed the objective and rational voices of the business communities in both countries\" and \"stop smearing Chinese companies and threatening them with sanctions.\"\"China will take all necessary measures in response to any action that causes material harm to its interests,\" it added.China hawks in the administration are keen to avoid another situation like Huawei, where telecom equipment made by the heavily sanctioned Chinese firm was so deeply embedded in U.S. infrastructure that efforts to remove it were slow, expensive and incomplete.The FCC has historically been independent, but in June the U.S. Supreme Court backed President Donald Trump's firing of a Democratic Federal Trade Commission member, expanding his powers over the government, including certain regulatory agencies.A U.S. ban on new models of Chinese ‌data center ⁠devices would likely hit China’s Zhongji Innolight, one of the biggest global sellers of transceivers, which was added to the Pentagon’s list of alleged Chinese military-backed companies in June. The list can be a harbinger of tougher action. Innolight did not respond to requests for comment.A ban could also raise costs for American cloud firms such as Amazon Web Services, as it may force them to transition to other producers such as U.S.-based Coherent and Lumentum, which stand to benefit from the measure.Innolight has a leading 27% share of the global data center transceiver market, according to Counterpoint Research. Coherent and Lumentum sell competitive technology but ⁠lack the scale to replace Chinese vendors, according to a report by the Foundation for American Innovation. Innolight generates 90% of its revenue outside China, the report added.AWS, Coherent and Lumentum did not respond to requests for comment.The FCC has imposed similar curbs on Chinese drones, routers, robots and inverters, as first reported by Reuters.In line with those restrictions, the agency would ban all imports of new transceiver models and then exempt many ⁠non-Chinese suppliers from the restrictions, three of the sources said.Trump drew attention during his first term to alleged intellectual property theft by Chinese firms and state-sponsored spying by Huawei, which the company denies.But Trump has taken a less aggressive approach during his second term after Beijing's use of export controls on rare earth minerals last year.Reuters reported in February that the Commerce Department, which ⁠has tools to police the tech supply chain for perceived threats from China, shelved a group of import restrictions on China — including one targeting Chinese data center equipment — following a trade war détente last October.But the FCC has stepped in, announcing the drone and router bans in December and March, respectively, via its so-called Covered List, created by Congress to bar future equipment sales by foreign companies whose products pose national security risks. Moves against Chinese inverters and robots followed last week.","news_type":1,"symbols_score_info":{"300308":1.91,"COHR":1.82,"POET":2,"AMZN":1.85,"ALMU":2,"AXTI":2,"AMZY":0.6,"FN":2,"03308":1.91,"GLW":2,"AMZP":0.6,"CLIX":0.6,"ALAB":2,"LUMA":0.6,"EGGY":0.6,"GLWG":0.6,"CRDU":0.6,"HULL":0.6,"CRDO":2,"COHH":0.6,"AMZU":0.6,"AMZD":0.6,"LITE":2,"CIEN":2,"OGIG":0.6,"WANT":0.6,"AMZZ":0.6,"SPRX":0.6,"USAW.SI":0.6,"AZYY":0.6,"AMZW":0.6,"COHX":0.6,"ONLN":0.6,"LITX":0.6,"FOTO":0.6,"ILDR":0.6,"AAOI":2,"COHC":0.6,"SMTC":2,"LABX":0.6,"RTH":0.6,"LWLG":2}},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":565391333135312,"gmtCreate":1779068103510,"gmtModify":1779068728325,"author":{"id":"4150590477659972","authorId":"4150590477659972","name":"FM Gan","avatar":"https://community-static.tradeup.com/news/84d4f7831605fd842fcc1c2fc1140aaf","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4150590477659972","authorIdStr":"4150590477659972"},"themes":[],"title":"","htmlText":"&nbsp;","listText":"&nbsp;","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/565391333135312","repostId":"1152791409","repostType":2,"repost":{"id":"1152791409","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Market Focus","id":"1054767329","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1779063591,"share":"https://ttm.financial/m/news/1152791409?lang=en_US&edition=fundamental","pubTime":"2026-05-18 08:19","market":"us","language":"en","title":"Movement Alert｜ServiceNow Rises 4.17% Overnight, Multiple AI Partnership Announcements Fuel Momentum","url":"https://stock-news.laohu8.com/highlight/detail?id=1152791409","media":"Market Focus","summary":"On May 17, ServiceNow rose 4.17% overnight, trading at $98.67/share, with trading volume of $5.1127 million.The rally follows a series of positive AI-related developments. On May 16, ServiceNow's...","content":"<p><p>On May 17, ServiceNow rose 4.17% overnight, trading at $98.67/share, with trading volume of $5.1127 million.</p><p>The rally follows a series of positive AI-related developments. On May 16, ServiceNow's partner Maifushi launched an AI Industrial Application Software and Intelligent Agent Integrated Machine at a major industry conference, jointly developed with HCL Tech, designed to broadly cover industrial application scenarios and empower the real economy through AI-native enterprise digitalization.</p><p>Additionally, on May 12, ServiceNow announced plans to issue $4 billion in bonds aimed at replacing short-term loans and supporting a multi-billion-dollar AI expansion initiative. While management noted that the Armis acquisition costs may pressure Q2 operating margins by approximately 125 basis points, the aggressive investment signals strong confidence in AI-driven growth.</p><p>Further bolstering the AI narrative, on May 13, Boomi announced becoming the inaugural partner of ServiceNow's Workflow Data Network Passport Program, expanding enterprise data activation capabilities and accelerating AI-driven workflow deployment across the platform. These combined catalysts underscore ServiceNow's deepening AI ecosystem strategy, driving investor optimism.</p><p>(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)</p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Movement Alert｜ServiceNow Rises 4.17% Overnight, Multiple AI Partnership Announcements Fuel Momentum</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\">\nMovement Alert｜ServiceNow Rises 4.17% Overnight, Multiple AI Partnership Announcements Fuel Momentum\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1054767329\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Market Focus </p>\n<p class=\"h-time\">2026-05-18 08:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>On May 17, ServiceNow rose 4.17% overnight, trading at $98.67/share, with trading volume of $5.1127 million.</p><p>The rally follows a series of positive AI-related developments. On May 16, ServiceNow's partner Maifushi launched an AI Industrial Application Software and Intelligent Agent Integrated Machine at a major industry conference, jointly developed with HCL Tech, designed to broadly cover industrial application scenarios and empower the real economy through AI-native enterprise digitalization.</p><p>Additionally, on May 12, ServiceNow announced plans to issue $4 billion in bonds aimed at replacing short-term loans and supporting a multi-billion-dollar AI expansion initiative. While management noted that the Armis acquisition costs may pressure Q2 operating margins by approximately 125 basis points, the aggressive investment signals strong confidence in AI-driven growth.</p><p>Further bolstering the AI narrative, on May 13, Boomi announced becoming the inaugural partner of ServiceNow's Workflow Data Network Passport Program, expanding enterprise data activation capabilities and accelerating AI-driven workflow deployment across the platform. These combined catalysts underscore ServiceNow's deepening AI ecosystem strategy, driving investor optimism.</p><p>(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NOW":"ServiceNow"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152791409","content_text":"On May 17, ServiceNow rose 4.17% overnight, trading at $98.67/share, with trading volume of $5.1127 million.The rally follows a series of positive AI-related developments. On May 16, ServiceNow's partner Maifushi launched an AI Industrial Application Software and Intelligent Agent Integrated Machine at a major industry conference, jointly developed with HCL Tech, designed to broadly cover industrial application scenarios and empower the real economy through AI-native enterprise digitalization.Additionally, on May 12, ServiceNow announced plans to issue $4 billion in bonds aimed at replacing short-term loans and supporting a multi-billion-dollar AI expansion initiative. While management noted that the Armis acquisition costs may pressure Q2 operating margins by approximately 125 basis points, the aggressive investment signals strong confidence in AI-driven growth.Further bolstering the AI narrative, on May 13, Boomi announced becoming the inaugural partner of ServiceNow's Workflow Data Network Passport Program, expanding enterprise data activation capabilities and accelerating AI-driven workflow deployment across the platform. These combined catalysts underscore ServiceNow's deepening AI ecosystem strategy, driving investor optimism.(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)","news_type":1,"symbols_score_info":{"NOW":1}},"isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":481767530201400,"gmtCreate":1758653176777,"gmtModify":1758663283008,"author":{"id":"4150590477659972","authorId":"4150590477659972","name":"FM Gan","avatar":"https://community-static.tradeup.com/news/84d4f7831605fd842fcc1c2fc1140aaf","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4150590477659972","authorIdStr":"4150590477659972"},"themes":[],"title":"","htmlText":"Why Regeneron share drops today ?","listText":"Why Regeneron share drops today ?","text":"Why Regeneron share drops today ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/481767530201400","repostId":"2569141567","repostType":2,"repost":{"id":"2569141567","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1758643207,"share":"https://ttm.financial/m/news/2569141567?lang=en_US&edition=fundamental","pubTime":"2025-09-24 00:00","market":"nz","language":"en","title":"BUZZ - S&P 500 top and bottom performing stocks at about 12:00 p.m. EDT","url":"https://stock-news.laohu8.com/highlight/detail?id=2569141567","media":"Reuters","summary":"BUZZ - S&P 500 top and bottom performing stocks at about 12:00 p.m. EDTS&P 500 .SPXTop PerformersPercent ChangeParamount Skydance Corp PSKY.OQ+9.4%Halliburton Co HAL.N+8.4%McKesson Corp MCK.N+6.7%Texas Pacific Land Corp TPL.N+5.8%Sempra SRE.N+4.2%Bottom PerformersPercent ChangeGenerac Holdings Inc GNRC.N-5.9%Vistra Corp VST.N-4.6%Oracle Corp ORCL.N-4.0%Air Products and Chemicals Inc APD.N-3.6%Regeneron Pharmaceuticals Inc REGN.OQ-3.5%As of 12:00 p.m., the S&P 500 .SPX lost 11.85 points, or 0.18%, to 6,681.96 and had posted 42 new 52-week highs and 12 new lows.","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ - S&amp;P 500 top and bottom performing stocks at about 12:00 p.m. EDT</title></head><body><p>S&amp;P 500 <span>.SPX</span></p><table><tbody><tr><td><p>Top Performers</p></td><td><p>Percent Change</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/PSKY\">Paramount Skydance Corp</a> <span>PSKY.OQ</span></p></td><td><p>+9.4%</p></td></tr><tr><td><p>Halliburton Co <span>HAL.N</span></p></td><td><p>+8.4%</p></td></tr><tr><td><p>McKesson Corp <span>MCK.N</span></p></td><td><p>+6.7%</p></td></tr><tr><td><p>Texas Pacific Land Corp <span>TPL.N</span></p></td><td><p>+5.8%</p></td></tr><tr><td><p>Sempra <span>SRE.N</span></p></td><td><p>+4.2%</p></td></tr></tbody></table><table><tbody><tr><td><p>Bottom Performers</p></td><td><p>Percent Change</p></td></tr><tr><td><p>Generac Holdings Inc <span>GNRC.N</span></p></td><td><p>-5.9%</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/VST\">Vistra</a> Corp <span>VST.N</span></p></td><td><p>-4.6%</p></td></tr><tr><td><p>Oracle Corp <span>ORCL.N</span></p></td><td><p>-4.0%</p></td></tr><tr><td><p>Air Products and Chemicals Inc <span>APD.N</span></p></td><td><p>-3.6%</p></td></tr><tr><td><p>Regeneron Pharmaceuticals Inc <span>REGN.OQ</span></p></td><td><p>-3.5%</p></td></tr></tbody></table><ul><li><p>As of 12:00 p.m., the S&amp;P 500 <span>.SPX</span> lost 11.85 points, or 0.18%, to 6,681.96 and had posted 42 new 52-week highs and 12 new lows.</p></li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BUZZ - S&P 500 top and bottom performing stocks at about 12:00 p.m. EDT</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 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class=\"title\">\nBUZZ - S&P 500 top and bottom performing stocks at about 12:00 p.m. EDT\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-09-24 00:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ - S&amp;P 500 top and bottom performing stocks at about 12:00 p.m. EDT</title></head><body><p>S&amp;P 500 <span>.SPX</span></p><table><tbody><tr><td><p>Top Performers</p></td><td><p>Percent Change</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/PSKY\">Paramount Skydance Corp</a> <span>PSKY.OQ</span></p></td><td><p>+9.4%</p></td></tr><tr><td><p>Halliburton Co <span>HAL.N</span></p></td><td><p>+8.4%</p></td></tr><tr><td><p>McKesson Corp <span>MCK.N</span></p></td><td><p>+6.7%</p></td></tr><tr><td><p>Texas Pacific Land Corp <span>TPL.N</span></p></td><td><p>+5.8%</p></td></tr><tr><td><p>Sempra <span>SRE.N</span></p></td><td><p>+4.2%</p></td></tr></tbody></table><table><tbody><tr><td><p>Bottom Performers</p></td><td><p>Percent Change</p></td></tr><tr><td><p>Generac Holdings Inc <span>GNRC.N</span></p></td><td><p>-5.9%</p></td></tr><tr><td><p><a href=\"https://laohu8.com/S/VST\">Vistra</a> Corp <span>VST.N</span></p></td><td><p>-4.6%</p></td></tr><tr><td><p>Oracle Corp <span>ORCL.N</span></p></td><td><p>-4.0%</p></td></tr><tr><td><p>Air Products and Chemicals Inc <span>APD.N</span></p></td><td><p>-3.6%</p></td></tr><tr><td><p>Regeneron Pharmaceuticals Inc <span>REGN.OQ</span></p></td><td><p>-3.5%</p></td></tr></tbody></table><ul><li><p>As of 12:00 p.m., the S&amp;P 500 <span>.SPX</span> lost 11.85 points, or 0.18%, to 6,681.96 and had posted 42 new 52-week highs and 12 new lows.</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","IE00BMQBXF63.USD":"BNY MELLON GLOBAL INFRASTRUCTURE INCOME \"B\" (USD) INC A","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","LU1621767810.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"A\" (EUR) INC","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","LU0889565916.HKD":"FRANKLIN BIOTECHNOLOGY DISCOVERY \"A\" (HKD) ACC","REGN":"再生元制药公司","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1621768115.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"B\" (EUR) INC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","IE00BZ18W456.USD":"BNY MELLON GLOBAL INFRASTRUCTURE INCOME \"B\" (USD) INC","LU0432979614.USD":"JPM GLOBAL HEALTHCARE \"A\" ACC","PSKY":"Paramount Skydance Corp","LU2112291526.USD":"BGF WORLD HEALTHSCIENCE \"A4\" (USD) INC","HAL":"哈里伯顿","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","BK4096":"电气部件与设备","GNRC":"Generac控股","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU1061106388.HKD":"BGF WORLD HEALTHSCIENCE \"A2\" (HKDHDG) ACC","BK4105":"独立电力生产商与能源贸易商","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","APD":"Air Prods & Chems Inc","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","TPL":"Texas Pacific Land Trust Sub Sha","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU2449327464.USD":"HSBC GIF GLOBAL INFRASTRUCTURE EQUITY \"AC\" (USD) ACC","SRE":"桑普拉能源","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","BK4516":"特朗普概念","LU0122379950.USD":"贝莱德世界健康科学A2","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","MCK":"麦克森药物批发","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","BK4538":"云计算","LU2324357040.USD":"HSBC GIF GLOBAL EQUITY SUSTAINABLE HEALTHCARE \"AC\" (USD) ACC","VST":"Vistra Energy Corp."},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250923:nL5N3VA15V:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2569141567","content_text":"BUZZ - S&P 500 top and bottom performing stocks at about 12:00 p.m. EDTS&P 500 .SPXTop PerformersPercent ChangeParamount Skydance Corp PSKY.OQ+9.4%Halliburton Co HAL.N+8.4%McKesson Corp MCK.N+6.7%Texas Pacific Land Corp TPL.N+5.8%Sempra SRE.N+4.2%Bottom PerformersPercent ChangeGenerac Holdings Inc GNRC.N-5.9%Vistra Corp VST.N-4.6%Oracle Corp ORCL.N-4.0%Air Products and Chemicals Inc APD.N-3.6%Regeneron Pharmaceuticals Inc REGN.OQ-3.5%As of 12:00 p.m., the S&P 500 .SPX lost 11.85 points, or 0.18%, to 6,681.96 and had posted 42 new 52-week highs and 12 new lows.","news_type":1,"symbols_score_info":{"GNRC":0.9,"PSKY":0.9,"TPL":0.9,"VST":0.9,"MCK":0.9,"HAL":0.9,"SRE":0.9,"REGN":0.9,"APD":0.9}},"isVote":1,"tweetType":1,"viewCount":877,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}