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Alfred the King

09-18

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Super Micro Is Still the AI Server Leader - but Buy This Stock Instead, Analyst Says

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Wedbush's Dan Ives Says Apple Has "Best Installed Base In The World" For Its AI Future

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Everybody knows that Super Micro Computer Inc. is top dog in the artificial-intelligence server market with a \"dominant share,\" according to Mizuho Securities - but that doesn't mean investors should buy the stock.\"AI servers comprise the infrastructure of the AI revolution,\" Rakesh wrote in a note to clients Tuesday, and he sees two major original equipment manufacturers  in the server sector leading the way.Super Micro  is the \"consensus AI leader,\" Rakesh said, while Dell Technologies Inc.  is in second place.But Rakesh said investors should buy Dell's stock, and not Super Micro's.\"We see Dell taking share due to lack of differentiation between server OEMs in the AI server market and Dell's ability to offer competitive pricing due to strong storage/services offering to pair with AI servers to capture further revenue over the long t","content":"<html><head></head><body><p>Everybody knows that Super Micro Computer Inc. is top dog in the artificial-intelligence server market with a &#34;dominant share,&#34; according to Mizuho Securities - but that doesn&#39;t mean investors should buy the stock.</p><p>&#34;AI servers comprise the infrastructure of the AI revolution,&#34; Rakesh wrote in a note to clients Tuesday, and he sees two major original equipment manufacturers (OEMs) in the server sector leading the way.</p><p>Super Micro <a href=\"https://laohu8.com/S/SMCI\">$(SMCI)$</a> is the &#34;consensus AI leader,&#34; Rakesh said, while Dell Technologies Inc. <a href=\"https://laohu8.com/S/DELL\">$(DELL)$</a> is in second place.</p><p>But Rakesh said investors should buy Dell&#39;s stock, and not Super Micro&#39;s.</p><p>Super Micro shares dropped 2.7% in afternoon trading, while Dell shares gained 0.6%.</p><p>Super Micro was still doing better year to date, up 53.7% versus a 51.7% gain for Dell. But since March 13, when Super Micro&#39;s stock closed at a record $1,188.07 - with a year-to-date gain at the time of 318% - Super Micro shares have plunged 63.2%, while Dell&#39;s stock has gained 5.5%.</p><p>Rakesh initiated coverage of Super Micro at neutral. He set a $450 price target on the stock, which implies just 3% upside from current levels.</p><p>The problem with the stock, according to Rakesh, is that Super Micro is losing market share while its pricing and margins are being pressured by increased competition from Dell. Add to that the company&#39;s regulatory issues, given the uncertainty surrounding filing requirements.</p><p>Rakesh noted that Super Micro had 80% to 100% of the AI server market in 2022 to 2023, but said that will be down to about 40% to 50% this year.</p><p>&#34;While [Super Micro] has benefited from a first-mover advantage and favorable [graphics processing unit] allocation in a tight market, we believe server architectures have relatively low differentiation and barriers to entry,&#34; Rakesh wrote.</p><p>That&#39;s allowing those in the in conventional server market, like Dell, to gain market share.</p><p>Rakesh also expects AI GPU supply to gradually improve over the next few years, which should lead to lower market prices and put pressure on Super Micro&#39;s profit margins.</p><p>He also initiated Dell&#39;s stock, but with an outperform rating. His $135 price target implies about 16% upside from current levels.</p><p>Dell is the leader in the overall server market, with about 13% market share in 2023. But with a &#34;robust&#34; supply chain, Rakesh said the company is growing its piece of the AI server market.</p><p>&#34;We see Dell taking share due to lack of differentiation between server OEMs in the AI server market and Dell&#39;s ability to offer competitive pricing due to strong storage/services offering to pair with AI servers to capture further revenue over the long term,&#34; Rakesh wrote.</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>Super Micro Is Still the AI Server Leader - but Buy This Stock Instead, Analyst Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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\">\nSuper Micro Is Still the AI Server Leader - but Buy This Stock Instead, Analyst Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-18 11:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Everybody knows that Super Micro Computer Inc. is top dog in the artificial-intelligence server market with a &#34;dominant share,&#34; according to Mizuho Securities - but that doesn&#39;t mean investors should buy the stock.</p><p>&#34;AI servers comprise the infrastructure of the AI revolution,&#34; Rakesh wrote in a note to clients Tuesday, and he sees two major original equipment manufacturers (OEMs) in the server sector leading the way.</p><p>Super Micro <a href=\"https://laohu8.com/S/SMCI\">$(SMCI)$</a> is the &#34;consensus AI leader,&#34; Rakesh said, while Dell Technologies Inc. <a href=\"https://laohu8.com/S/DELL\">$(DELL)$</a> is in second place.</p><p>But Rakesh said investors should buy Dell&#39;s stock, and not Super Micro&#39;s.</p><p>Super Micro shares dropped 2.7% in afternoon trading, while Dell shares gained 0.6%.</p><p>Super Micro was still doing better year to date, up 53.7% versus a 51.7% gain for Dell. But since March 13, when Super Micro&#39;s stock closed at a record $1,188.07 - with a year-to-date gain at the time of 318% - Super Micro shares have plunged 63.2%, while Dell&#39;s stock has gained 5.5%.</p><p>Rakesh initiated coverage of Super Micro at neutral. He set a $450 price target on the stock, which implies just 3% upside from current levels.</p><p>The problem with the stock, according to Rakesh, is that Super Micro is losing market share while its pricing and margins are being pressured by increased competition from Dell. Add to that the company&#39;s regulatory issues, given the uncertainty surrounding filing requirements.</p><p>Rakesh noted that Super Micro had 80% to 100% of the AI server market in 2022 to 2023, but said that will be down to about 40% to 50% this year.</p><p>&#34;While [Super Micro] has benefited from a first-mover advantage and favorable [graphics processing unit] allocation in a tight market, we believe server architectures have relatively low differentiation and barriers to entry,&#34; Rakesh wrote.</p><p>That&#39;s allowing those in the in conventional server market, like Dell, to gain market share.</p><p>Rakesh also expects AI GPU supply to gradually improve over the next few years, which should lead to lower market prices and put pressure on Super Micro&#39;s profit margins.</p><p>He also initiated Dell&#39;s stock, but with an outperform rating. His $135 price target implies about 16% upside from current levels.</p><p>Dell is the leader in the overall server market, with about 13% market share in 2023. But with a &#34;robust&#34; supply chain, Rakesh said the company is growing its piece of the AI server market.</p><p>&#34;We see Dell taking share due to lack of differentiation between server OEMs in the AI server market and Dell&#39;s ability to offer competitive pricing due to strong storage/services offering to pair with AI servers to capture further revenue over the long term,&#34; Rakesh wrote.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DELL":"戴尔","BK4588":"碎股","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","BK4515":"5G概念","SMCI":"超微电脑","BK4535":"淡马锡持仓","BK4170":"电脑硬件、储存设备及电脑周边","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4585":"ETF&股票定投概念","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2468982143","content_text":"Everybody knows that Super Micro Computer Inc. is top dog in the artificial-intelligence server market with a \"dominant share,\" according to Mizuho Securities - but that doesn't mean investors should buy the stock.\"AI servers comprise the infrastructure of the AI revolution,\" Rakesh wrote in a note to clients Tuesday, and he sees two major original equipment manufacturers (OEMs) in the server sector leading the way.Super Micro $(SMCI)$ is the \"consensus AI leader,\" Rakesh said, while Dell Technologies Inc. $(DELL)$ is in second place.But Rakesh said investors should buy Dell's stock, and not Super Micro's.Super Micro shares dropped 2.7% in afternoon trading, while Dell shares gained 0.6%.Super Micro was still doing better year to date, up 53.7% versus a 51.7% gain for Dell. But since March 13, when Super Micro's stock closed at a record $1,188.07 - with a year-to-date gain at the time of 318% - Super Micro shares have plunged 63.2%, while Dell's stock has gained 5.5%.Rakesh initiated coverage of Super Micro at neutral. He set a $450 price target on the stock, which implies just 3% upside from current levels.The problem with the stock, according to Rakesh, is that Super Micro is losing market share while its pricing and margins are being pressured by increased competition from Dell. Add to that the company's regulatory issues, given the uncertainty surrounding filing requirements.Rakesh noted that Super Micro had 80% to 100% of the AI server market in 2022 to 2023, but said that will be down to about 40% to 50% this year.\"While [Super Micro] has benefited from a first-mover advantage and favorable [graphics processing unit] allocation in a tight market, we believe server architectures have relatively low differentiation and barriers to entry,\" Rakesh wrote.That's allowing those in the in conventional server market, like Dell, to gain market share.Rakesh also expects AI GPU supply to gradually improve over the next few years, which should lead to lower market prices and put pressure on Super Micro's profit margins.He also initiated Dell's stock, but with an outperform rating. His $135 price target implies about 16% upside from current levels.Dell is the leader in the overall server market, with about 13% market share in 2023. But with a \"robust\" supply chain, Rakesh said the company is growing its piece of the AI server market.\"We see Dell taking share due to lack of differentiation between server OEMs in the AI server market and Dell's ability to offer competitive pricing due to strong storage/services offering to pair with AI servers to capture further revenue over the long term,\" Rakesh wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296988684472600,"gmtCreate":1713535782498,"gmtModify":1713535836243,"author":{"id":"4150943386909942","authorId":"4150943386909942","name":"Alfred the King","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4150943386909942","authorIdStr":"4150943386909942"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HMY\">$Harmony Gold Mining(HMY)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/HMY\">$Harmony Gold Mining(HMY)$</a>&nbsp;","text":"$Harmony Gold Mining(HMY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296988684472600","isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":294548081840272,"gmtCreate":1712929579880,"gmtModify":1712932107349,"author":{"id":"4150943386909942","authorId":"4150943386909942","name":"Alfred the King","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4150943386909942","authorIdStr":"4150943386909942"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/294548081840272","repostId":"1143098795","repostType":2,"repost":{"id":"1143098795","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1712926202,"share":"https://ttm.financial/m/news/1143098795?lang=&edition=fundamental","pubTime":"2024-04-12 20:50","market":"us","language":"en","title":"Wedbush's Dan Ives Says Apple Has \"Best Installed Base In The World\" For Its AI Future","url":"https://stock-news.laohu8.com/highlight/detail?id=1143098795","media":"Benzinga","summary":"Wedbush's Dan Ives believes that $Apple Inc.$'s installed user base of over 2 billion is the \"best\" in the world as far asits AI opportunityis concerned.What Happened: Ives thinks Apple's upcoming Worldwide Developers Conference  in June will be a \"key moment\" for Cupertino.Ives thinks Apple will unveil a \"key part\" of its AI strategy at WWDC.\"I believe [it] ultimately goes to an AI App Store…developers, they're going to build apps,\" Ives said in an interview with Hankyung Global Market, adding ","content":"<html><head></head><body><p>Wedbush&#39;s Dan Ives believes that <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>&#39;s installed user base of over 2 billion is the &#34;best&#34; in the world as far asits AI opportunityis concerned.</p><p style=\"text-align: start;\"><strong>What Happened:</strong> Ives thinks Apple&#39;s upcoming Worldwide Developers Conference (WWDC) in June will be a &#34;key moment&#34; for Cupertino.</p><p style=\"text-align: start;\">Ives thinks Apple will unveil a &#34;key part&#34; of its AI strategy at WWDC.</p><p style=\"text-align: start;\">&#34;I believe [it] ultimately goes to an AI App Store… which is going to be… developers, they&#39;re going to build apps,&#34; Ives said in an interview with Hankyung Global Market, adding that the services category is going to be a &#34;huge opportunity&#34; for Apple.</p><p>Although Apple has been slow to adopt AI in its portfolio of devices and services, unlike its rivals Alphabet Inc.&#39;s Google and Microsoft Corp., Ives believes Cupertino will take that leap with the iPhone 16 that is all set to launch in September this year.</p><p>&#34;They will not be on the outside looking in when it comes to AI. This is the best-installed base in the world, and this is a key moment for Cupertino to unveil their AI strategy.&#34;</p><p>&#34;Developers are the lifeblood of Apple. You&#39;re going to see Apple really focus on the services side, on AI… I think that&#39;s going to be a big focus at WWDC.&#34;</p><p><strong>Why It Matters:</strong> Apple has not been completely quiet when it comes to AI. The iPhone maker has quietly released multiple papers that aim at making its large language models faster, lighter and better than those from leading models like OpenAI&#39;s GPT-4.</p><p>This will allow Apple to offer on-device AI features on iPhones, which can help ensure the privacy and safety of users and their data.</p><p>In the interim, it could license Google&#39;s Gemini AI and rebrand it to something of its own as a stop-gap solution.</p><p>Deepwater Asset Management&#39;s Gene Munster thinks Apple AI could be a $33 billion-a-year opportunity, but a lot depends on how the Tim Cook-led company executes it.</p><p>It has also acquired AI startups to help it with its ambitions, with the most recent one being Canada-based DarwinAI.</p><p><strong>Deepwater Asset Management&#39;s Gene Munster</strong> thinks Apple AI could be a $33 billion-a-year opportunity, but a lot depends on how the Tim Cook-led company executes it.</p><p>It has also acquired AI startups to help it with its ambitions, with the most recent one being Canada-based DarwinAI.</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>Wedbush's Dan Ives Says Apple Has \"Best Installed Base In The World\" For Its AI Future</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWedbush's Dan Ives Says Apple Has \"Best Installed Base In The World\" For Its AI Future\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-04-12 20:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wedbush&#39;s Dan Ives believes that <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>&#39;s installed user base of over 2 billion is the &#34;best&#34; in the world as far asits AI opportunityis concerned.</p><p style=\"text-align: start;\"><strong>What Happened:</strong> Ives thinks Apple&#39;s upcoming Worldwide Developers Conference (WWDC) in June will be a &#34;key moment&#34; for Cupertino.</p><p style=\"text-align: start;\">Ives thinks Apple will unveil a &#34;key part&#34; of its AI strategy at WWDC.</p><p style=\"text-align: start;\">&#34;I believe [it] ultimately goes to an AI App Store… which is going to be… developers, they&#39;re going to build apps,&#34; Ives said in an interview with Hankyung Global Market, adding that the services category is going to be a &#34;huge opportunity&#34; for Apple.</p><p>Although Apple has been slow to adopt AI in its portfolio of devices and services, unlike its rivals Alphabet Inc.&#39;s Google and Microsoft Corp., Ives believes Cupertino will take that leap with the iPhone 16 that is all set to launch in September this year.</p><p>&#34;They will not be on the outside looking in when it comes to AI. This is the best-installed base in the world, and this is a key moment for Cupertino to unveil their AI strategy.&#34;</p><p>&#34;Developers are the lifeblood of Apple. You&#39;re going to see Apple really focus on the services side, on AI… I think that&#39;s going to be a big focus at WWDC.&#34;</p><p><strong>Why It Matters:</strong> Apple has not been completely quiet when it comes to AI. The iPhone maker has quietly released multiple papers that aim at making its large language models faster, lighter and better than those from leading models like OpenAI&#39;s GPT-4.</p><p>This will allow Apple to offer on-device AI features on iPhones, which can help ensure the privacy and safety of users and their data.</p><p>In the interim, it could license Google&#39;s Gemini AI and rebrand it to something of its own as a stop-gap solution.</p><p>Deepwater Asset Management&#39;s Gene Munster thinks Apple AI could be a $33 billion-a-year opportunity, but a lot depends on how the Tim Cook-led company executes it.</p><p>It has also acquired AI startups to help it with its ambitions, with the most recent one being Canada-based DarwinAI.</p><p><strong>Deepwater Asset Management&#39;s Gene Munster</strong> thinks Apple AI could be a $33 billion-a-year opportunity, but a lot depends on how the Tim Cook-led company executes it.</p><p>It has also acquired AI startups to help it with its ambitions, with the most recent one being Canada-based DarwinAI.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143098795","content_text":"Wedbush's Dan Ives believes that Apple Inc.'s installed user base of over 2 billion is the \"best\" in the world as far asits AI opportunityis concerned.What Happened: Ives thinks Apple's upcoming Worldwide Developers Conference (WWDC) in June will be a \"key moment\" for Cupertino.Ives thinks Apple will unveil a \"key part\" of its AI strategy at WWDC.\"I believe [it] ultimately goes to an AI App Store… which is going to be… developers, they're going to build apps,\" Ives said in an interview with Hankyung Global Market, adding that the services category is going to be a \"huge opportunity\" for Apple.Although Apple has been slow to adopt AI in its portfolio of devices and services, unlike its rivals Alphabet Inc.'s Google and Microsoft Corp., Ives believes Cupertino will take that leap with the iPhone 16 that is all set to launch in September this year.\"They will not be on the outside looking in when it comes to AI. This is the best-installed base in the world, and this is a key moment for Cupertino to unveil their AI strategy.\"\"Developers are the lifeblood of Apple. You're going to see Apple really focus on the services side, on AI… I think that's going to be a big focus at WWDC.\"Why It Matters: Apple has not been completely quiet when it comes to AI. The iPhone maker has quietly released multiple papers that aim at making its large language models faster, lighter and better than those from leading models like OpenAI's GPT-4.This will allow Apple to offer on-device AI features on iPhones, which can help ensure the privacy and safety of users and their data.In the interim, it could license Google's Gemini AI and rebrand it to something of its own as a stop-gap solution.Deepwater Asset Management's Gene Munster thinks Apple AI could be a $33 billion-a-year opportunity, but a lot depends on how the Tim Cook-led company executes it.It has also acquired AI startups to help it with its ambitions, with the most recent one being Canada-based DarwinAI.Deepwater Asset Management's Gene Munster thinks Apple AI could be a $33 billion-a-year opportunity, but a lot depends on how the Tim Cook-led company executes it.It has also acquired AI startups to help it with its ambitions, with the most recent one being Canada-based DarwinAI.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281727396532224,"gmtCreate":1709809612792,"gmtModify":1709817415447,"author":{"id":"4150943386909942","authorId":"4150943386909942","name":"Alfred the King","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4150943386909942","authorIdStr":"4150943386909942"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281727396532224","repostId":"1112475258","repostType":2,"repost":{"id":"1112475258","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1709803037,"share":"https://ttm.financial/m/news/1112475258?lang=&edition=fundamental","pubTime":"2024-03-07 17:17","market":"us","language":"en","title":"Tesla Falls Premarket As Morgan Stanley Warns the Bear Case Is in Play","url":"https://stock-news.laohu8.com/highlight/detail?id=1112475258","media":"Tiger Newspress","summary":"Morgan Stanley lowered its price target on Tesla to $320 from $345 on Wednesday as the firm reacted to the deceleration in electric vehicle demand, despite the recent price cuts in the sector.Shares o","content":"<html><head></head><body><p>Morgan Stanley lowered its price target on Tesla to $320 from $345 on Wednesday as the firm reacted to the deceleration in electric vehicle demand, despite the recent price cuts in the sector.</p><p>Shares of Tesla fell 1.06% in premarket trading on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf756c50c22d0fbc4f7a2cb431a6b111\" tg-width=\"790\" tg-height=\"624\"/></p><p style=\"text-align: left;\">Adam Jonas warned that fleets are dumping EV plans and hybrids are competing for the marginal EV buyer. He also raises the possibility that Tesla posts a negative GAAP EBIT in the auto business this year. &#34;We expect Tesla’s 1H24 results to come in below expectations on profitability, with GAAP OP margins in the 2-3% range, implying underlying EV manufacturing margins (ex downstream retail and ZEV credits) to be potentially in the red,&#34; he updated.</p><p style=\"text-align: left;\">While Morgan Stanley expects Tesla to pull back on price cuts to defend margins and cash flow, FY24 automotive gross margin is seen falling to 11.4% for FY24 including a single-digit margin rate for Q2. The firm&#39;s FY24 EPS estimate was cut to $0.99 vs. $1.54 previously. The non-GAAP EPS estimate was lowered to $1.51 vs. $2.04 previously.</p><p style=\"text-align: left;\">Despite the lowered expectations for Tesla, Morgan Stanley stuck with an Overweight rating on the EV stock.</p><p style=\"text-align: left;\">TSLA breakdown: &#34;We believe Tesla has significant attributes to be valued as an AI beneficiary, but the company must see a stabilization in the negative earnings revisions within the auto business first. We do not believe Tesla will get credit as an AI company as long as core auto earnings are being revised down. This process may take a few more quarters to see through, over which time our $100 bear case may be in play.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Falls Premarket As Morgan Stanley Warns the Bear Case Is in Play</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Falls Premarket As Morgan Stanley Warns the Bear Case Is in Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-03-07 17:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Morgan Stanley lowered its price target on Tesla to $320 from $345 on Wednesday as the firm reacted to the deceleration in electric vehicle demand, despite the recent price cuts in the sector.</p><p>Shares of Tesla fell 1.06% in premarket trading on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf756c50c22d0fbc4f7a2cb431a6b111\" tg-width=\"790\" tg-height=\"624\"/></p><p style=\"text-align: left;\">Adam Jonas warned that fleets are dumping EV plans and hybrids are competing for the marginal EV buyer. He also raises the possibility that Tesla posts a negative GAAP EBIT in the auto business this year. &#34;We expect Tesla’s 1H24 results to come in below expectations on profitability, with GAAP OP margins in the 2-3% range, implying underlying EV manufacturing margins (ex downstream retail and ZEV credits) to be potentially in the red,&#34; he updated.</p><p style=\"text-align: left;\">While Morgan Stanley expects Tesla to pull back on price cuts to defend margins and cash flow, FY24 automotive gross margin is seen falling to 11.4% for FY24 including a single-digit margin rate for Q2. The firm&#39;s FY24 EPS estimate was cut to $0.99 vs. $1.54 previously. The non-GAAP EPS estimate was lowered to $1.51 vs. $2.04 previously.</p><p style=\"text-align: left;\">Despite the lowered expectations for Tesla, Morgan Stanley stuck with an Overweight rating on the EV stock.</p><p style=\"text-align: left;\">TSLA breakdown: &#34;We believe Tesla has significant attributes to be valued as an AI beneficiary, but the company must see a stabilization in the negative earnings revisions within the auto business first. We do not believe Tesla will get credit as an AI company as long as core auto earnings are being revised down. This process may take a few more quarters to see through, over which time our $100 bear case may be in play.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112475258","content_text":"Morgan Stanley lowered its price target on Tesla to $320 from $345 on Wednesday as the firm reacted to the deceleration in electric vehicle demand, despite the recent price cuts in the sector.Shares of Tesla fell 1.06% in premarket trading on Thursday.Adam Jonas warned that fleets are dumping EV plans and hybrids are competing for the marginal EV buyer. He also raises the possibility that Tesla posts a negative GAAP EBIT in the auto business this year. \"We expect Tesla’s 1H24 results to come in below expectations on profitability, with GAAP OP margins in the 2-3% range, implying underlying EV manufacturing margins (ex downstream retail and ZEV credits) to be potentially in the red,\" he updated.While Morgan Stanley expects Tesla to pull back on price cuts to defend margins and cash flow, FY24 automotive gross margin is seen falling to 11.4% for FY24 including a single-digit margin rate for Q2. The firm's FY24 EPS estimate was cut to $0.99 vs. $1.54 previously. The non-GAAP EPS estimate was lowered to $1.51 vs. $2.04 previously.Despite the lowered expectations for Tesla, Morgan Stanley stuck with an Overweight rating on the EV stock.TSLA breakdown: \"We believe Tesla has significant attributes to be valued as an AI beneficiary, but the company must see a stabilization in the negative earnings revisions within the auto business first. We do not believe Tesla will get credit as an AI company as long as core auto earnings are being revised down. This process may take a few more quarters to see through, over which time our $100 bear case may be in play.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":294548081840272,"gmtCreate":1712929579880,"gmtModify":1712932107349,"author":{"id":"4150943386909942","authorId":"4150943386909942","name":"Alfred the King","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150943386909942","idStr":"4150943386909942"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/294548081840272","repostId":"1143098795","repostType":2,"repost":{"id":"1143098795","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1712926202,"share":"https://ttm.financial/m/news/1143098795?lang=&edition=fundamental","pubTime":"2024-04-12 20:50","market":"us","language":"en","title":"Wedbush's Dan Ives Says Apple Has \"Best Installed Base In The World\" For Its AI Future","url":"https://stock-news.laohu8.com/highlight/detail?id=1143098795","media":"Benzinga","summary":"Wedbush's Dan Ives believes that $Apple Inc.$'s installed user base of over 2 billion is the \"best\" in the world as far asits AI opportunityis concerned.What Happened: Ives thinks Apple's upcoming Worldwide Developers Conference  in June will be a \"key moment\" for Cupertino.Ives thinks Apple will unveil a \"key part\" of its AI strategy at WWDC.\"I believe [it] ultimately goes to an AI App Store…developers, they're going to build apps,\" Ives said in an interview with Hankyung Global Market, adding ","content":"<html><head></head><body><p>Wedbush&#39;s Dan Ives believes that <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>&#39;s installed user base of over 2 billion is the &#34;best&#34; in the world as far asits AI opportunityis concerned.</p><p style=\"text-align: start;\"><strong>What Happened:</strong> Ives thinks Apple&#39;s upcoming Worldwide Developers Conference (WWDC) in June will be a &#34;key moment&#34; for Cupertino.</p><p style=\"text-align: start;\">Ives thinks Apple will unveil a &#34;key part&#34; of its AI strategy at WWDC.</p><p style=\"text-align: start;\">&#34;I believe [it] ultimately goes to an AI App Store… which is going to be… developers, they&#39;re going to build apps,&#34; Ives said in an interview with Hankyung Global Market, adding that the services category is going to be a &#34;huge opportunity&#34; for Apple.</p><p>Although Apple has been slow to adopt AI in its portfolio of devices and services, unlike its rivals Alphabet Inc.&#39;s Google and Microsoft Corp., Ives believes Cupertino will take that leap with the iPhone 16 that is all set to launch in September this year.</p><p>&#34;They will not be on the outside looking in when it comes to AI. This is the best-installed base in the world, and this is a key moment for Cupertino to unveil their AI strategy.&#34;</p><p>&#34;Developers are the lifeblood of Apple. You&#39;re going to see Apple really focus on the services side, on AI… I think that&#39;s going to be a big focus at WWDC.&#34;</p><p><strong>Why It Matters:</strong> Apple has not been completely quiet when it comes to AI. The iPhone maker has quietly released multiple papers that aim at making its large language models faster, lighter and better than those from leading models like OpenAI&#39;s GPT-4.</p><p>This will allow Apple to offer on-device AI features on iPhones, which can help ensure the privacy and safety of users and their data.</p><p>In the interim, it could license Google&#39;s Gemini AI and rebrand it to something of its own as a stop-gap solution.</p><p>Deepwater Asset Management&#39;s Gene Munster thinks Apple AI could be a $33 billion-a-year opportunity, but a lot depends on how the Tim Cook-led company executes it.</p><p>It has also acquired AI startups to help it with its ambitions, with the most recent one being Canada-based DarwinAI.</p><p><strong>Deepwater Asset Management&#39;s Gene Munster</strong> thinks Apple AI could be a $33 billion-a-year opportunity, but a lot depends on how the Tim Cook-led company executes it.</p><p>It has also acquired AI startups to help it with its ambitions, with the most recent one being Canada-based DarwinAI.</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>Wedbush's Dan Ives Says Apple Has \"Best Installed Base In The World\" For Its AI Future</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWedbush's Dan Ives Says Apple Has \"Best Installed Base In The World\" For Its AI Future\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-04-12 20:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wedbush&#39;s Dan Ives believes that <a href=\"https://laohu8.com/S/AAPL\">Apple Inc.</a>&#39;s installed user base of over 2 billion is the &#34;best&#34; in the world as far asits AI opportunityis concerned.</p><p style=\"text-align: start;\"><strong>What Happened:</strong> Ives thinks Apple&#39;s upcoming Worldwide Developers Conference (WWDC) in June will be a &#34;key moment&#34; for Cupertino.</p><p style=\"text-align: start;\">Ives thinks Apple will unveil a &#34;key part&#34; of its AI strategy at WWDC.</p><p style=\"text-align: start;\">&#34;I believe [it] ultimately goes to an AI App Store… which is going to be… developers, they&#39;re going to build apps,&#34; Ives said in an interview with Hankyung Global Market, adding that the services category is going to be a &#34;huge opportunity&#34; for Apple.</p><p>Although Apple has been slow to adopt AI in its portfolio of devices and services, unlike its rivals Alphabet Inc.&#39;s Google and Microsoft Corp., Ives believes Cupertino will take that leap with the iPhone 16 that is all set to launch in September this year.</p><p>&#34;They will not be on the outside looking in when it comes to AI. This is the best-installed base in the world, and this is a key moment for Cupertino to unveil their AI strategy.&#34;</p><p>&#34;Developers are the lifeblood of Apple. You&#39;re going to see Apple really focus on the services side, on AI… I think that&#39;s going to be a big focus at WWDC.&#34;</p><p><strong>Why It Matters:</strong> Apple has not been completely quiet when it comes to AI. The iPhone maker has quietly released multiple papers that aim at making its large language models faster, lighter and better than those from leading models like OpenAI&#39;s GPT-4.</p><p>This will allow Apple to offer on-device AI features on iPhones, which can help ensure the privacy and safety of users and their data.</p><p>In the interim, it could license Google&#39;s Gemini AI and rebrand it to something of its own as a stop-gap solution.</p><p>Deepwater Asset Management&#39;s Gene Munster thinks Apple AI could be a $33 billion-a-year opportunity, but a lot depends on how the Tim Cook-led company executes it.</p><p>It has also acquired AI startups to help it with its ambitions, with the most recent one being Canada-based DarwinAI.</p><p><strong>Deepwater Asset Management&#39;s Gene Munster</strong> thinks Apple AI could be a $33 billion-a-year opportunity, but a lot depends on how the Tim Cook-led company executes it.</p><p>It has also acquired AI startups to help it with its ambitions, with the most recent one being Canada-based DarwinAI.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143098795","content_text":"Wedbush's Dan Ives believes that Apple Inc.'s installed user base of over 2 billion is the \"best\" in the world as far asits AI opportunityis concerned.What Happened: Ives thinks Apple's upcoming Worldwide Developers Conference (WWDC) in June will be a \"key moment\" for Cupertino.Ives thinks Apple will unveil a \"key part\" of its AI strategy at WWDC.\"I believe [it] ultimately goes to an AI App Store… which is going to be… developers, they're going to build apps,\" Ives said in an interview with Hankyung Global Market, adding that the services category is going to be a \"huge opportunity\" for Apple.Although Apple has been slow to adopt AI in its portfolio of devices and services, unlike its rivals Alphabet Inc.'s Google and Microsoft Corp., Ives believes Cupertino will take that leap with the iPhone 16 that is all set to launch in September this year.\"They will not be on the outside looking in when it comes to AI. This is the best-installed base in the world, and this is a key moment for Cupertino to unveil their AI strategy.\"\"Developers are the lifeblood of Apple. You're going to see Apple really focus on the services side, on AI… I think that's going to be a big focus at WWDC.\"Why It Matters: Apple has not been completely quiet when it comes to AI. The iPhone maker has quietly released multiple papers that aim at making its large language models faster, lighter and better than those from leading models like OpenAI's GPT-4.This will allow Apple to offer on-device AI features on iPhones, which can help ensure the privacy and safety of users and their data.In the interim, it could license Google's Gemini AI and rebrand it to something of its own as a stop-gap solution.Deepwater Asset Management's Gene Munster thinks Apple AI could be a $33 billion-a-year opportunity, but a lot depends on how the Tim Cook-led company executes it.It has also acquired AI startups to help it with its ambitions, with the most recent one being Canada-based DarwinAI.Deepwater Asset Management's Gene Munster thinks Apple AI could be a $33 billion-a-year opportunity, but a lot depends on how the Tim Cook-led company executes it.It has also acquired AI startups to help it with its ambitions, with the most recent one being Canada-based DarwinAI.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281727396532224,"gmtCreate":1709809612792,"gmtModify":1709817415447,"author":{"id":"4150943386909942","authorId":"4150943386909942","name":"Alfred the King","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150943386909942","idStr":"4150943386909942"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281727396532224","repostId":"1112475258","repostType":2,"repost":{"id":"1112475258","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1709803037,"share":"https://ttm.financial/m/news/1112475258?lang=&edition=fundamental","pubTime":"2024-03-07 17:17","market":"us","language":"en","title":"Tesla Falls Premarket As Morgan Stanley Warns the Bear Case Is in Play","url":"https://stock-news.laohu8.com/highlight/detail?id=1112475258","media":"Tiger Newspress","summary":"Morgan Stanley lowered its price target on Tesla to $320 from $345 on Wednesday as the firm reacted to the deceleration in electric vehicle demand, despite the recent price cuts in the sector.Shares o","content":"<html><head></head><body><p>Morgan Stanley lowered its price target on Tesla to $320 from $345 on Wednesday as the firm reacted to the deceleration in electric vehicle demand, despite the recent price cuts in the sector.</p><p>Shares of Tesla fell 1.06% in premarket trading on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf756c50c22d0fbc4f7a2cb431a6b111\" tg-width=\"790\" tg-height=\"624\"/></p><p style=\"text-align: left;\">Adam Jonas warned that fleets are dumping EV plans and hybrids are competing for the marginal EV buyer. He also raises the possibility that Tesla posts a negative GAAP EBIT in the auto business this year. &#34;We expect Tesla’s 1H24 results to come in below expectations on profitability, with GAAP OP margins in the 2-3% range, implying underlying EV manufacturing margins (ex downstream retail and ZEV credits) to be potentially in the red,&#34; he updated.</p><p style=\"text-align: left;\">While Morgan Stanley expects Tesla to pull back on price cuts to defend margins and cash flow, FY24 automotive gross margin is seen falling to 11.4% for FY24 including a single-digit margin rate for Q2. The firm&#39;s FY24 EPS estimate was cut to $0.99 vs. $1.54 previously. The non-GAAP EPS estimate was lowered to $1.51 vs. $2.04 previously.</p><p style=\"text-align: left;\">Despite the lowered expectations for Tesla, Morgan Stanley stuck with an Overweight rating on the EV stock.</p><p style=\"text-align: left;\">TSLA breakdown: &#34;We believe Tesla has significant attributes to be valued as an AI beneficiary, but the company must see a stabilization in the negative earnings revisions within the auto business first. We do not believe Tesla will get credit as an AI company as long as core auto earnings are being revised down. This process may take a few more quarters to see through, over which time our $100 bear case may be in play.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Falls Premarket As Morgan Stanley Warns the Bear Case Is in Play</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Falls Premarket As Morgan Stanley Warns the Bear Case Is in Play\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-03-07 17:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Morgan Stanley lowered its price target on Tesla to $320 from $345 on Wednesday as the firm reacted to the deceleration in electric vehicle demand, despite the recent price cuts in the sector.</p><p>Shares of Tesla fell 1.06% in premarket trading on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf756c50c22d0fbc4f7a2cb431a6b111\" tg-width=\"790\" tg-height=\"624\"/></p><p style=\"text-align: left;\">Adam Jonas warned that fleets are dumping EV plans and hybrids are competing for the marginal EV buyer. He also raises the possibility that Tesla posts a negative GAAP EBIT in the auto business this year. &#34;We expect Tesla’s 1H24 results to come in below expectations on profitability, with GAAP OP margins in the 2-3% range, implying underlying EV manufacturing margins (ex downstream retail and ZEV credits) to be potentially in the red,&#34; he updated.</p><p style=\"text-align: left;\">While Morgan Stanley expects Tesla to pull back on price cuts to defend margins and cash flow, FY24 automotive gross margin is seen falling to 11.4% for FY24 including a single-digit margin rate for Q2. The firm&#39;s FY24 EPS estimate was cut to $0.99 vs. $1.54 previously. The non-GAAP EPS estimate was lowered to $1.51 vs. $2.04 previously.</p><p style=\"text-align: left;\">Despite the lowered expectations for Tesla, Morgan Stanley stuck with an Overweight rating on the EV stock.</p><p style=\"text-align: left;\">TSLA breakdown: &#34;We believe Tesla has significant attributes to be valued as an AI beneficiary, but the company must see a stabilization in the negative earnings revisions within the auto business first. We do not believe Tesla will get credit as an AI company as long as core auto earnings are being revised down. This process may take a few more quarters to see through, over which time our $100 bear case may be in play.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112475258","content_text":"Morgan Stanley lowered its price target on Tesla to $320 from $345 on Wednesday as the firm reacted to the deceleration in electric vehicle demand, despite the recent price cuts in the sector.Shares of Tesla fell 1.06% in premarket trading on Thursday.Adam Jonas warned that fleets are dumping EV plans and hybrids are competing for the marginal EV buyer. He also raises the possibility that Tesla posts a negative GAAP EBIT in the auto business this year. \"We expect Tesla’s 1H24 results to come in below expectations on profitability, with GAAP OP margins in the 2-3% range, implying underlying EV manufacturing margins (ex downstream retail and ZEV credits) to be potentially in the red,\" he updated.While Morgan Stanley expects Tesla to pull back on price cuts to defend margins and cash flow, FY24 automotive gross margin is seen falling to 11.4% for FY24 including a single-digit margin rate for Q2. The firm's FY24 EPS estimate was cut to $0.99 vs. $1.54 previously. The non-GAAP EPS estimate was lowered to $1.51 vs. $2.04 previously.Despite the lowered expectations for Tesla, Morgan Stanley stuck with an Overweight rating on the EV stock.TSLA breakdown: \"We believe Tesla has significant attributes to be valued as an AI beneficiary, but the company must see a stabilization in the negative earnings revisions within the auto business first. We do not believe Tesla will get credit as an AI company as long as core auto earnings are being revised down. This process may take a few more quarters to see through, over which time our $100 bear case may be in play.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350739613794304,"gmtCreate":1726634926834,"gmtModify":1726636203536,"author":{"id":"4150943386909942","authorId":"4150943386909942","name":"Alfred the King","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150943386909942","idStr":"4150943386909942"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350739613794304","repostId":"2468982143","repostType":2,"repost":{"id":"2468982143","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1726630317,"share":"https://ttm.financial/m/news/2468982143?lang=&edition=fundamental","pubTime":"2024-09-18 11:31","market":"sg","language":"en","title":"Super Micro Is Still the AI Server Leader - but Buy This Stock Instead, Analyst Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2468982143","media":"Dow Jones","summary":"Mizuho initiates Super Micro's stock at a neutral rating amid market-share losses, says AI investors should buy Dell shares instead. Everybody knows that Super Micro Computer Inc. is top dog in the artificial-intelligence server market with a \"dominant share,\" according to Mizuho Securities - but that doesn't mean investors should buy the stock.\"AI servers comprise the infrastructure of the AI revolution,\" Rakesh wrote in a note to clients Tuesday, and he sees two major original equipment manufacturers  in the server sector leading the way.Super Micro  is the \"consensus AI leader,\" Rakesh said, while Dell Technologies Inc.  is in second place.But Rakesh said investors should buy Dell's stock, and not Super Micro's.\"We see Dell taking share due to lack of differentiation between server OEMs in the AI server market and Dell's ability to offer competitive pricing due to strong storage/services offering to pair with AI servers to capture further revenue over the long t","content":"<html><head></head><body><p>Everybody knows that Super Micro Computer Inc. is top dog in the artificial-intelligence server market with a &#34;dominant share,&#34; according to Mizuho Securities - but that doesn&#39;t mean investors should buy the stock.</p><p>&#34;AI servers comprise the infrastructure of the AI revolution,&#34; Rakesh wrote in a note to clients Tuesday, and he sees two major original equipment manufacturers (OEMs) in the server sector leading the way.</p><p>Super Micro <a href=\"https://laohu8.com/S/SMCI\">$(SMCI)$</a> is the &#34;consensus AI leader,&#34; Rakesh said, while Dell Technologies Inc. <a href=\"https://laohu8.com/S/DELL\">$(DELL)$</a> is in second place.</p><p>But Rakesh said investors should buy Dell&#39;s stock, and not Super Micro&#39;s.</p><p>Super Micro shares dropped 2.7% in afternoon trading, while Dell shares gained 0.6%.</p><p>Super Micro was still doing better year to date, up 53.7% versus a 51.7% gain for Dell. But since March 13, when Super Micro&#39;s stock closed at a record $1,188.07 - with a year-to-date gain at the time of 318% - Super Micro shares have plunged 63.2%, while Dell&#39;s stock has gained 5.5%.</p><p>Rakesh initiated coverage of Super Micro at neutral. He set a $450 price target on the stock, which implies just 3% upside from current levels.</p><p>The problem with the stock, according to Rakesh, is that Super Micro is losing market share while its pricing and margins are being pressured by increased competition from Dell. Add to that the company&#39;s regulatory issues, given the uncertainty surrounding filing requirements.</p><p>Rakesh noted that Super Micro had 80% to 100% of the AI server market in 2022 to 2023, but said that will be down to about 40% to 50% this year.</p><p>&#34;While [Super Micro] has benefited from a first-mover advantage and favorable [graphics processing unit] allocation in a tight market, we believe server architectures have relatively low differentiation and barriers to entry,&#34; Rakesh wrote.</p><p>That&#39;s allowing those in the in conventional server market, like Dell, to gain market share.</p><p>Rakesh also expects AI GPU supply to gradually improve over the next few years, which should lead to lower market prices and put pressure on Super Micro&#39;s profit margins.</p><p>He also initiated Dell&#39;s stock, but with an outperform rating. His $135 price target implies about 16% upside from current levels.</p><p>Dell is the leader in the overall server market, with about 13% market share in 2023. But with a &#34;robust&#34; supply chain, Rakesh said the company is growing its piece of the AI server market.</p><p>&#34;We see Dell taking share due to lack of differentiation between server OEMs in the AI server market and Dell&#39;s ability to offer competitive pricing due to strong storage/services offering to pair with AI servers to capture further revenue over the long term,&#34; Rakesh wrote.</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>Super Micro Is Still the AI Server Leader - but Buy This Stock Instead, Analyst Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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\">\nSuper Micro Is Still the AI Server Leader - but Buy This Stock Instead, Analyst Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-18 11:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Everybody knows that Super Micro Computer Inc. is top dog in the artificial-intelligence server market with a &#34;dominant share,&#34; according to Mizuho Securities - but that doesn&#39;t mean investors should buy the stock.</p><p>&#34;AI servers comprise the infrastructure of the AI revolution,&#34; Rakesh wrote in a note to clients Tuesday, and he sees two major original equipment manufacturers (OEMs) in the server sector leading the way.</p><p>Super Micro <a href=\"https://laohu8.com/S/SMCI\">$(SMCI)$</a> is the &#34;consensus AI leader,&#34; Rakesh said, while Dell Technologies Inc. <a href=\"https://laohu8.com/S/DELL\">$(DELL)$</a> is in second place.</p><p>But Rakesh said investors should buy Dell&#39;s stock, and not Super Micro&#39;s.</p><p>Super Micro shares dropped 2.7% in afternoon trading, while Dell shares gained 0.6%.</p><p>Super Micro was still doing better year to date, up 53.7% versus a 51.7% gain for Dell. But since March 13, when Super Micro&#39;s stock closed at a record $1,188.07 - with a year-to-date gain at the time of 318% - Super Micro shares have plunged 63.2%, while Dell&#39;s stock has gained 5.5%.</p><p>Rakesh initiated coverage of Super Micro at neutral. He set a $450 price target on the stock, which implies just 3% upside from current levels.</p><p>The problem with the stock, according to Rakesh, is that Super Micro is losing market share while its pricing and margins are being pressured by increased competition from Dell. Add to that the company&#39;s regulatory issues, given the uncertainty surrounding filing requirements.</p><p>Rakesh noted that Super Micro had 80% to 100% of the AI server market in 2022 to 2023, but said that will be down to about 40% to 50% this year.</p><p>&#34;While [Super Micro] has benefited from a first-mover advantage and favorable [graphics processing unit] allocation in a tight market, we believe server architectures have relatively low differentiation and barriers to entry,&#34; Rakesh wrote.</p><p>That&#39;s allowing those in the in conventional server market, like Dell, to gain market share.</p><p>Rakesh also expects AI GPU supply to gradually improve over the next few years, which should lead to lower market prices and put pressure on Super Micro&#39;s profit margins.</p><p>He also initiated Dell&#39;s stock, but with an outperform rating. His $135 price target implies about 16% upside from current levels.</p><p>Dell is the leader in the overall server market, with about 13% market share in 2023. But with a &#34;robust&#34; supply chain, Rakesh said the company is growing its piece of the AI server market.</p><p>&#34;We see Dell taking share due to lack of differentiation between server OEMs in the AI server market and Dell&#39;s ability to offer competitive pricing due to strong storage/services offering to pair with AI servers to capture further revenue over the long term,&#34; Rakesh wrote.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DELL":"戴尔","BK4588":"碎股","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","BK4515":"5G概念","SMCI":"超微电脑","BK4535":"淡马锡持仓","BK4170":"电脑硬件、储存设备及电脑周边","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4585":"ETF&股票定投概念","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2468982143","content_text":"Everybody knows that Super Micro Computer Inc. is top dog in the artificial-intelligence server market with a \"dominant share,\" according to Mizuho Securities - but that doesn't mean investors should buy the stock.\"AI servers comprise the infrastructure of the AI revolution,\" Rakesh wrote in a note to clients Tuesday, and he sees two major original equipment manufacturers (OEMs) in the server sector leading the way.Super Micro $(SMCI)$ is the \"consensus AI leader,\" Rakesh said, while Dell Technologies Inc. $(DELL)$ is in second place.But Rakesh said investors should buy Dell's stock, and not Super Micro's.Super Micro shares dropped 2.7% in afternoon trading, while Dell shares gained 0.6%.Super Micro was still doing better year to date, up 53.7% versus a 51.7% gain for Dell. But since March 13, when Super Micro's stock closed at a record $1,188.07 - with a year-to-date gain at the time of 318% - Super Micro shares have plunged 63.2%, while Dell's stock has gained 5.5%.Rakesh initiated coverage of Super Micro at neutral. He set a $450 price target on the stock, which implies just 3% upside from current levels.The problem with the stock, according to Rakesh, is that Super Micro is losing market share while its pricing and margins are being pressured by increased competition from Dell. Add to that the company's regulatory issues, given the uncertainty surrounding filing requirements.Rakesh noted that Super Micro had 80% to 100% of the AI server market in 2022 to 2023, but said that will be down to about 40% to 50% this year.\"While [Super Micro] has benefited from a first-mover advantage and favorable [graphics processing unit] allocation in a tight market, we believe server architectures have relatively low differentiation and barriers to entry,\" Rakesh wrote.That's allowing those in the in conventional server market, like Dell, to gain market share.Rakesh also expects AI GPU supply to gradually improve over the next few years, which should lead to lower market prices and put pressure on Super Micro's profit margins.He also initiated Dell's stock, but with an outperform rating. His $135 price target implies about 16% upside from current levels.Dell is the leader in the overall server market, with about 13% market share in 2023. But with a \"robust\" supply chain, Rakesh said the company is growing its piece of the AI server market.\"We see Dell taking share due to lack of differentiation between server OEMs in the AI server market and Dell's ability to offer competitive pricing due to strong storage/services offering to pair with AI servers to capture further revenue over the long term,\" Rakesh wrote.","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296988684472600,"gmtCreate":1713535782498,"gmtModify":1713535836243,"author":{"id":"4150943386909942","authorId":"4150943386909942","name":"Alfred the King","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4150943386909942","idStr":"4150943386909942"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/HMY\">$Harmony Gold Mining(HMY)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/HMY\">$Harmony Gold Mining(HMY)$</a>&nbsp;","text":"$Harmony Gold Mining(HMY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296988684472600","isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}