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11-21 21:25

Dumb asses who sold their Nvidia shares after the results yesterday.

Nvidia Stock Turns Positive As Analysts Recommend Accentuating the Nvidia Positives

11-20 20:40

All these antitrust shit will not mean a thing once Trump comes onboard in less than 2 months time. MAGA!

Google Prosecutors to Propose Cure for Search Monopoly

11-01

Continue to short this s.o.b.

Super Micro Computer Falls 5% on Auditor Resignation, Delisting Risks

10-10

And now they have to buy them back.

Hedge Funds Sold Record Chinese Stocks on Tuesday, Goldman Says

10-10

And once they have to buy them back.

Hedge Funds Sold Record Chinese Stocks on Tuesday, Goldman Says

10-08

Share your opinion about this news…

Sorry, the original content has been removed

09-24

On 23 September you wrote Micron ratings upgrade and down 2 days later it is a downgrade. Wtf, make up your mind.

Micron Q4 Preview: Big Quarter With Blackwell Delays (Rating Downgrade)

09-13

Watch what does, not hear what he says.

Nvidia CEO Jen-Hsun Huang Sells Over $26 Million in Company Stock

07-23

Blame it on the Intern.

Sorry, the original content has been removed

05-23

$NVIDIA Corp(NVDA)$

05-17

$ALB.HK 20240530 82.50 CALL$ Yesterday was bad, today is sunshine.

04-25

Buy a summer property in Karuizawa! https://www.cityindex.co.jp/resortia/

04-25

Buy a summer house in Karuizawa!

04-25

Meta's AI capex gives a boost to companies such as Nvidia and Super Micro on their earnings prospects.

Meta Shares Tumble over 15% After Revenue Forecast Disappoints

03-30

It's a good quarter for me.

03-22

Every country has a yearly defense budget. Now there will be a sovereign AI budget for each country.

Nvidia Stock Rises. It Needs to Look Beyond the U.S. for Growth

03-09

Wah piang eh!

Nvidia Sheds $128 Billion in Market Cap, Its Largest on Record

02-28

Good 3 months

02-22

$812

02-22

$SUPER MICRO COMPUTER INC(SMCI)$

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forecast for declining gross margins and drop in networking attach rate.</p><p>But he still advised clients to &#34;stop and smell the roses.&#34;</p><p>While gross margins are forecast to turn lower again in the current quarter, &#34;frankly we aren’t going to complain about a couple quarters at 71-72%, especially as they are driven by the company’s efforts to ramp their new platforms as quickly as possible to meet what appears to be at this point insatiable demand,&#34; Rasgon wrote. 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Turns Positive As Analysts Recommend Accentuating the Nvidia Positives\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\">2024-11-21 21:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia shares turned positive in premarket trading Thursday, erasing earlier losses.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63a33214964560189d721751de8903c2\" title=\"\" tg-width=\"537\" tg-height=\"158\"/></p><p>Bernstein analyst Stacy Rasgon sees why Nvidia bears might have found negatives in areas like the company&#39;s smaller-than-usual guidance beat, forecast for declining gross margins and drop in networking attach rate.</p><p>But he still advised clients to &#34;stop and smell the roses.&#34;</p><p>While gross margins are forecast to turn lower again in the current quarter, &#34;frankly we aren’t going to complain about a couple quarters at 71-72%, especially as they are driven by the company’s efforts to ramp their new platforms as quickly as possible to meet what appears to be at this point insatiable demand,&#34; Rasgon wrote. And he noted that the company has &#34;a trajectory back toward the mid 70’s as the platforms scale&#34; into fiscal 2026.</p><p>Worried about Nvidia&#39;s Blackwell supply constraints? Look on the bright side, according to Melius Research analyst Ben Reitzes.</p><p>&#34;We tend to like &#39;constraints&#39; — since it means more sales are coming later,&#34; he wrote in a note to clients. The company could be setting the stage for revenue acceleration once the supply constraints ease, and margins could tick higher as well.</p><p>After Nvidia&#39;s earnings, Citi analyst Atif Malik is looking ahead to January&#39;s CES conference, at which CEO Jensen Huang will share more on the company&#39;s artificial-intelligence vision during a keynote address.</p><p>Malik opened a positive catalyst watch on Nvidia&#39;s stock heading into that event, &#34;where we expect Blackwell sales expectations to move higher and management to talk about the inference-led enterprise and robotics industrial demand inflection.&#34; Blackwell is Nvidia&#39;s newest chip.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125100512","content_text":"Nvidia shares turned positive in premarket trading Thursday, erasing earlier losses.Bernstein analyst Stacy Rasgon sees why Nvidia bears might have found negatives in areas like the company's smaller-than-usual guidance beat, forecast for declining gross margins and drop in networking attach rate.But he still advised clients to \"stop and smell the roses.\"While gross margins are forecast to turn lower again in the current quarter, \"frankly we aren’t going to complain about a couple quarters at 71-72%, especially as they are driven by the company’s efforts to ramp their new platforms as quickly as possible to meet what appears to be at this point insatiable demand,\" Rasgon wrote. And he noted that the company has \"a trajectory back toward the mid 70’s as the platforms scale\" into fiscal 2026.Worried about Nvidia's Blackwell supply constraints? Look on the bright side, according to Melius Research analyst Ben Reitzes.\"We tend to like 'constraints' — since it means more sales are coming later,\" he wrote in a note to clients. The company could be setting the stage for revenue acceleration once the supply constraints ease, and margins could tick higher as well.After Nvidia's earnings, Citi analyst Atif Malik is looking ahead to January's CES conference, at which CEO Jensen Huang will share more on the company's artificial-intelligence vision during a keynote address.Malik opened a positive catalyst watch on Nvidia's stock heading into that event, \"where we expect Blackwell sales expectations to move higher and management to talk about the inference-led enterprise and robotics industrial demand inflection.\" Blackwell is Nvidia's newest chip.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373051267236096,"gmtCreate":1732106436512,"gmtModify":1732107892487,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"All these antitrust shit will not mean a thing once Trump comes onboard in less than 2 months time. MAGA!","listText":"All these antitrust shit will not mean a thing once Trump comes onboard in less than 2 months time. MAGA!","text":"All these antitrust shit will not mean a thing once Trump comes onboard in less than 2 months time. MAGA!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373051267236096","repostId":"2484630196","repostType":2,"repost":{"id":"2484630196","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1732101347,"share":"https://ttm.financial/m/news/2484630196?lang=&edition=fundamental","pubTime":"2024-11-20 19:15","market":"us","language":"en","title":"Google Prosecutors to Propose Cure for Search Monopoly","url":"https://stock-news.laohu8.com/highlight/detail?id=2484630196","media":"Reuters","summary":"Nov 20 (Reuters) - Alphabet's Google will come one step closer to a potential shakeup of its business on Wednesday, when U.S. prosecutors detail what the tech titan should do to end its online search ","content":"<html><head></head><body><p>Nov 20 (Reuters) - Alphabet&#39;s Google will come one step closer to a potential shakeup of its business on Wednesday, when U.S. prosecutors detail what the tech titan should do to end its online search monopoly.</p><p>The U.S. Department of Justice brought the case during Donald Trump&#39;s first four-year term, and won a landmark ruling in August that Google maintained an illegal monopoly in online search and related advertising.</p><p>Prosecutors have floated a range of potential remedies in the case, from ending exclusive agreements in which Google pays billions of dollars annually to Apple and other companies to remain the default search engine on tablets and smartphones, to divesting parts of its business, such as its Android operating system.</p><p>The DOJ is expected to press forward with several of those proposals on Wednesday, including one that could require Google to divest its Chrome browser, Bloomberg reported on Tuesday.</p><p>Google calls the proposal radical, and said it would harm U.S. consumers and businesses and shake American competitiveness in artificial intelligence.</p><p>Ultimately, however, Trump&#39;s election could have the greatest impact over the case. In September, Trump said he would prosecute Google for what he perceives as bias against him. But a month later, Trump questioned whether breaking up the company was a good idea.</p><p>Once in office, Trump will be able to appoint a new head of the DOJ&#39;s antitrust division who will have authority to change strategy, negotiate settlements, or withdraw from cases entirely. Trump has yet to announce a pick to helm the agency.</p><p>Google plans to appeal once U.S. District Judge Amit Mehta makes a final ruling, which he is likely to do by August 2025.</p><p>Google will have a chance to make its own proposal in December.</p><p>Mehta has scheduled a trial on the proposals for April. Whether Trump and the DOJ&#39;s next antitrust head will step in and change course in the case before then remains to be seen.</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>Google Prosecutors to Propose Cure for Search Monopoly</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\">\nGoogle Prosecutors to Propose Cure for Search Monopoly\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-11-20 19:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nov 20 (Reuters) - Alphabet&#39;s Google will come one step closer to a potential shakeup of its business on Wednesday, when U.S. prosecutors detail what the tech titan should do to end its online search monopoly.</p><p>The U.S. Department of Justice brought the case during Donald Trump&#39;s first four-year term, and won a landmark ruling in August that Google maintained an illegal monopoly in online search and related advertising.</p><p>Prosecutors have floated a range of potential remedies in the case, from ending exclusive agreements in which Google pays billions of dollars annually to Apple and other companies to remain the default search engine on tablets and smartphones, to divesting parts of its business, such as its Android operating system.</p><p>The DOJ is expected to press forward with several of those proposals on Wednesday, including one that could require Google to divest its Chrome browser, Bloomberg reported on Tuesday.</p><p>Google calls the proposal radical, and said it would harm U.S. consumers and businesses and shake American competitiveness in artificial intelligence.</p><p>Ultimately, however, Trump&#39;s election could have the greatest impact over the case. In September, Trump said he would prosecute Google for what he perceives as bias against him. But a month later, Trump questioned whether breaking up the company was a good idea.</p><p>Once in office, Trump will be able to appoint a new head of the DOJ&#39;s antitrust division who will have authority to change strategy, negotiate settlements, or withdraw from cases entirely. Trump has yet to announce a pick to helm the agency.</p><p>Google plans to appeal once U.S. District Judge Amit Mehta makes a final ruling, which he is likely to do by August 2025.</p><p>Google will have a chance to make its own proposal in December.</p><p>Mehta has scheduled a trial on the proposals for April. Whether Trump and the DOJ&#39;s next antitrust head will step in and change course in the case before then remains to be seen.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4585":"ETF&股票定投概念","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4503":"景林资产持仓","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4507":"流媒体概念","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2484630196","content_text":"Nov 20 (Reuters) - Alphabet's Google will come one step closer to a potential shakeup of its business on Wednesday, when U.S. prosecutors detail what the tech titan should do to end its online search monopoly.The U.S. Department of Justice brought the case during Donald Trump's first four-year term, and won a landmark ruling in August that Google maintained an illegal monopoly in online search and related advertising.Prosecutors have floated a range of potential remedies in the case, from ending exclusive agreements in which Google pays billions of dollars annually to Apple and other companies to remain the default search engine on tablets and smartphones, to divesting parts of its business, such as its Android operating system.The DOJ is expected to press forward with several of those proposals on Wednesday, including one that could require Google to divest its Chrome browser, Bloomberg reported on Tuesday.Google calls the proposal radical, and said it would harm U.S. consumers and businesses and shake American competitiveness in artificial intelligence.Ultimately, however, Trump's election could have the greatest impact over the case. In September, Trump said he would prosecute Google for what he perceives as bias against him. But a month later, Trump questioned whether breaking up the company was a good idea.Once in office, Trump will be able to appoint a new head of the DOJ's antitrust division who will have authority to change strategy, negotiate settlements, or withdraw from cases entirely. Trump has yet to announce a pick to helm the agency.Google plans to appeal once U.S. District Judge Amit Mehta makes a final ruling, which he is likely to do by August 2025.Google will have a chance to make its own proposal in December.Mehta has scheduled a trial on the proposals for April. Whether Trump and the DOJ's next antitrust head will step in and change course in the case before then remains to be seen.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366363510444264,"gmtCreate":1730452634070,"gmtModify":1730452637798,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Continue to short this s.o.b.","listText":"Continue to short this s.o.b.","text":"Continue to short this s.o.b.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366363510444264","repostId":"1188152042","repostType":4,"repost":{"id":"1188152042","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":1730452458,"share":"https://ttm.financial/m/news/1188152042?lang=&edition=fundamental","pubTime":"2024-11-01 17:14","market":"us","language":"en","title":"Super Micro Computer Falls 5% on Auditor Resignation, Delisting Risks","url":"https://stock-news.laohu8.com/highlight/detail?id=1188152042","media":"Tiger Newspress","summary":"Super Micro Stock Continues to Fall 5% Premarket on Auditor Resignation Shares fell 16% on Thursday, building on the previous session’s slump of about 33%. The week’s selloff came after Ernst & Young LLP resigned as the company’s auditor, citing concerns about governance and transparency.The stock had previously risen more than 300% to hit a peak in March of this year, making it one of the most prominent winners of investments in infrastructure related to artificial intelligence. It has now lost","content":"<html><head></head><body><p>Super Micro stock continued to fall 5% in premarket trading on auditor resignation. Shares fell 16% on Thursday, building on the Wednesday session’s slump of about 33%. The week’s selloff came after Ernst &amp; Young LLP resigned as the company’s auditor, citing concerns about governance and transparency.</p><p>The auditor&#39;s resignation has raised significant doubts about SMCI&#39;s ability to comply with Nasdaq&#39;s listing requirements, as the company faces a November 16 deadline to regain compliance or risk potential delisting.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/082bc8702bf2887da47f9a91209f6a18\" title=\"\" tg-width=\"784\" tg-height=\"618\"/></p><p>The stock had previously risen more than 300% to hit a peak in March of this year, making it one of the most prominent winners of investments in infrastructure related to artificial intelligence. It has now lost all of that advance, tumbling by more than 75% since the March peak.</p><p>The auditor news is the latest red flag for the stock. Earlier this year, a short seller alleged accounting problems at Super Micro, and the company subsequently delayed a 10-K filing, saying it needed more time to assess its internal controls.</p><p>Argus Research downgraded the stock to hold from buy on Thursday, writing that the company’s loss of its auditing firm and a US Department of Justice probe “mean that the stock no longer trades on fundamentals.”</p><p style=\"text-align: start;\">Still, analyst Jim Kelleher remains positive on the company’s long-term prospects, and “will look to get SMCI back on the BUY list once the company engages with a new accounting firm, becomes timely on its filings, and resolves all matters before the DoJ.”</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 Computer Falls 5% on Auditor Resignation, Delisting Risks</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 Computer Falls 5% on Auditor Resignation, Delisting Risks\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\">2024-11-01 17:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Super Micro stock continued to fall 5% in premarket trading on auditor resignation. Shares fell 16% on Thursday, building on the Wednesday session’s slump of about 33%. The week’s selloff came after Ernst &amp; Young LLP resigned as the company’s auditor, citing concerns about governance and transparency.</p><p>The auditor&#39;s resignation has raised significant doubts about SMCI&#39;s ability to comply with Nasdaq&#39;s listing requirements, as the company faces a November 16 deadline to regain compliance or risk potential delisting.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/082bc8702bf2887da47f9a91209f6a18\" title=\"\" tg-width=\"784\" tg-height=\"618\"/></p><p>The stock had previously risen more than 300% to hit a peak in March of this year, making it one of the most prominent winners of investments in infrastructure related to artificial intelligence. It has now lost all of that advance, tumbling by more than 75% since the March peak.</p><p>The auditor news is the latest red flag for the stock. Earlier this year, a short seller alleged accounting problems at Super Micro, and the company subsequently delayed a 10-K filing, saying it needed more time to assess its internal controls.</p><p>Argus Research downgraded the stock to hold from buy on Thursday, writing that the company’s loss of its auditing firm and a US Department of Justice probe “mean that the stock no longer trades on fundamentals.”</p><p style=\"text-align: start;\">Still, analyst Jim Kelleher remains positive on the company’s long-term prospects, and “will look to get SMCI back on the BUY list once the company engages with a new accounting firm, becomes timely on its filings, and resolves all matters before the DoJ.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188152042","content_text":"Super Micro stock continued to fall 5% in premarket trading on auditor resignation. Shares fell 16% on Thursday, building on the Wednesday session’s slump of about 33%. The week’s selloff came after Ernst & Young LLP resigned as the company’s auditor, citing concerns about governance and transparency.The auditor's resignation has raised significant doubts about SMCI's ability to comply with Nasdaq's listing requirements, as the company faces a November 16 deadline to regain compliance or risk potential delisting.The stock had previously risen more than 300% to hit a peak in March of this year, making it one of the most prominent winners of investments in infrastructure related to artificial intelligence. It has now lost all of that advance, tumbling by more than 75% since the March peak.The auditor news is the latest red flag for the stock. Earlier this year, a short seller alleged accounting problems at Super Micro, and the company subsequently delayed a 10-K filing, saying it needed more time to assess its internal controls.Argus Research downgraded the stock to hold from buy on Thursday, writing that the company’s loss of its auditing firm and a US Department of Justice probe “mean that the stock no longer trades on fundamentals.”Still, analyst Jim Kelleher remains positive on the company’s long-term prospects, and “will look to get SMCI back on the BUY list once the company engages with a new accounting firm, becomes timely on its filings, and resolves all matters before the DoJ.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358526900928712,"gmtCreate":1728539308134,"gmtModify":1728539311946,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"And now they have to buy them back.","listText":"And now they have to buy them back.","text":"And now they have to buy them back.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358526900928712","repostId":"1105118331","repostType":4,"repost":{"id":"1105118331","pubTimestamp":1728538786,"share":"https://ttm.financial/m/news/1105118331?lang=&edition=fundamental","pubTime":"2024-10-10 13:39","market":"us","language":"en","title":"Hedge Funds Sold Record Chinese Stocks on Tuesday, Goldman Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1105118331","media":"Bloomberg","summary":"Managers sold longs and added to shorts, according to noteTraders returned from weeklong holiday to volatile marketHedge funds sold a record amount of Chinese shares on Tuesday after a weeklong holida","content":"<html><head></head><body><ul style=\"\"><li><p>Managers sold longs and added to shorts, according to note</p></li><li><p>Traders returned from weeklong holiday to volatile market</p></li></ul><p>Hedge funds sold a record amount of Chinese shares on Tuesday after a weeklong holiday that lacked more major stimulus, according to a Goldman Sachs Group Inc. trader note.</p><p style=\"text-align: start;\">“Hedge funds not only unwound their long positions but added shorts to their books as well, with long sells being double the amount of short sells,” according to the note dated Thursday.</p><p style=\"text-align: start;\">The biggest-ever daily withdrawal by hedge funds added to volatility in the market on Tuesday, as traders returned from the Golden Week holiday. The National Development and Reform Commission’s failure to deliver on market expectations for more major stimulus led to wild swings and record turnover on the mainland as well as in Hong Kong.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d8c68df87eb04ab0fbe9f2288a9ae6d\" tg-width=\"1200\" tg-height=\"675\"/></p><p>The CSI 300 Index started up 11% on Tuesday, then nearly erased those gains and ended up closing 5.9% higher. In Hong Kong, small losses snowballed into a 9.4% drop. Three-quarters of hedge funds’ selling was in A-shares, with the remainder Hong Kong-listed stocks, the Goldman note said.</p><p>Hot money’s selling stands in contrast to growing optimism about Chinese equities, with Beijing’s recent stimulus blitz causing a flurry of upgrades from global strategists including those at BlackRock Inc. and Goldman Sachs. The CSI 300 remains more than 25% above a low reached in September even as volatility has increased.</p><p style=\"text-align: start;\">Traders now await the outcome of the government’s planned briefing on fiscal policy due Saturday.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hedge Funds Sold Record Chinese Stocks on Tuesday, Goldman 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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHedge Funds Sold Record Chinese Stocks on Tuesday, Goldman Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-10 13:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-10-10/hedge-funds-sold-record-chinese-stocks-on-tuesday-goldman-says?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Managers sold longs and added to shorts, according to noteTraders returned from weeklong holiday to volatile marketHedge funds sold a record amount of Chinese shares on Tuesday after a weeklong ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-10/hedge-funds-sold-record-chinese-stocks-on-tuesday-goldman-says?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","000300.SH":"沪深300","000001.SH":"上证指数"},"source_url":"https://www.bloomberg.com/news/articles/2024-10-10/hedge-funds-sold-record-chinese-stocks-on-tuesday-goldman-says?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105118331","content_text":"Managers sold longs and added to shorts, according to noteTraders returned from weeklong holiday to volatile marketHedge funds sold a record amount of Chinese shares on Tuesday after a weeklong holiday that lacked more major stimulus, according to a Goldman Sachs Group Inc. trader note.“Hedge funds not only unwound their long positions but added shorts to their books as well, with long sells being double the amount of short sells,” according to the note dated Thursday.The biggest-ever daily withdrawal by hedge funds added to volatility in the market on Tuesday, as traders returned from the Golden Week holiday. The National Development and Reform Commission’s failure to deliver on market expectations for more major stimulus led to wild swings and record turnover on the mainland as well as in Hong Kong.The CSI 300 Index started up 11% on Tuesday, then nearly erased those gains and ended up closing 5.9% higher. In Hong Kong, small losses snowballed into a 9.4% drop. Three-quarters of hedge funds’ selling was in A-shares, with the remainder Hong Kong-listed stocks, the Goldman note said.Hot money’s selling stands in contrast to growing optimism about Chinese equities, with Beijing’s recent stimulus blitz causing a flurry of upgrades from global strategists including those at BlackRock Inc. and Goldman Sachs. The CSI 300 remains more than 25% above a low reached in September even as volatility has increased.Traders now await the outcome of the government’s planned briefing on fiscal policy due Saturday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358527099351160,"gmtCreate":1728539268611,"gmtModify":1728539272307,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"And once they have to buy them back.","listText":"And once they have to buy them back.","text":"And once they have to buy them back.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358527099351160","repostId":"1105118331","repostType":4,"repost":{"id":"1105118331","pubTimestamp":1728538786,"share":"https://ttm.financial/m/news/1105118331?lang=&edition=fundamental","pubTime":"2024-10-10 13:39","market":"us","language":"en","title":"Hedge Funds Sold Record Chinese Stocks on Tuesday, Goldman Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1105118331","media":"Bloomberg","summary":"Managers sold longs and added to shorts, according to noteTraders returned from weeklong holiday to volatile marketHedge funds sold a record amount of Chinese shares on Tuesday after a weeklong holida","content":"<html><head></head><body><ul style=\"\"><li><p>Managers sold longs and added to shorts, according to note</p></li><li><p>Traders returned from weeklong holiday to volatile market</p></li></ul><p>Hedge funds sold a record amount of Chinese shares on Tuesday after a weeklong holiday that lacked more major stimulus, according to a Goldman Sachs Group Inc. trader note.</p><p style=\"text-align: start;\">“Hedge funds not only unwound their long positions but added shorts to their books as well, with long sells being double the amount of short sells,” according to the note dated Thursday.</p><p style=\"text-align: start;\">The biggest-ever daily withdrawal by hedge funds added to volatility in the market on Tuesday, as traders returned from the Golden Week holiday. The National Development and Reform Commission’s failure to deliver on market expectations for more major stimulus led to wild swings and record turnover on the mainland as well as in Hong Kong.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d8c68df87eb04ab0fbe9f2288a9ae6d\" tg-width=\"1200\" tg-height=\"675\"/></p><p>The CSI 300 Index started up 11% on Tuesday, then nearly erased those gains and ended up closing 5.9% higher. In Hong Kong, small losses snowballed into a 9.4% drop. Three-quarters of hedge funds’ selling was in A-shares, with the remainder Hong Kong-listed stocks, the Goldman note said.</p><p>Hot money’s selling stands in contrast to growing optimism about Chinese equities, with Beijing’s recent stimulus blitz causing a flurry of upgrades from global strategists including those at BlackRock Inc. and Goldman Sachs. The CSI 300 remains more than 25% above a low reached in September even as volatility has increased.</p><p style=\"text-align: start;\">Traders now await the outcome of the government’s planned briefing on fiscal policy due Saturday.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hedge Funds Sold Record Chinese Stocks on Tuesday, Goldman 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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHedge Funds Sold Record Chinese Stocks on Tuesday, Goldman Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-10 13:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-10-10/hedge-funds-sold-record-chinese-stocks-on-tuesday-goldman-says?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Managers sold longs and added to shorts, according to noteTraders returned from weeklong holiday to volatile marketHedge funds sold a record amount of Chinese shares on Tuesday after a weeklong ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-10/hedge-funds-sold-record-chinese-stocks-on-tuesday-goldman-says?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","000300.SH":"沪深300","000001.SH":"上证指数"},"source_url":"https://www.bloomberg.com/news/articles/2024-10-10/hedge-funds-sold-record-chinese-stocks-on-tuesday-goldman-says?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105118331","content_text":"Managers sold longs and added to shorts, according to noteTraders returned from weeklong holiday to volatile marketHedge funds sold a record amount of Chinese shares on Tuesday after a weeklong holiday that lacked more major stimulus, according to a Goldman Sachs Group Inc. trader note.“Hedge funds not only unwound their long positions but added shorts to their books as well, with long sells being double the amount of short sells,” according to the note dated Thursday.The biggest-ever daily withdrawal by hedge funds added to volatility in the market on Tuesday, as traders returned from the Golden Week holiday. The National Development and Reform Commission’s failure to deliver on market expectations for more major stimulus led to wild swings and record turnover on the mainland as well as in Hong Kong.The CSI 300 Index started up 11% on Tuesday, then nearly erased those gains and ended up closing 5.9% higher. In Hong Kong, small losses snowballed into a 9.4% drop. Three-quarters of hedge funds’ selling was in A-shares, with the remainder Hong Kong-listed stocks, the Goldman note said.Hot money’s selling stands in contrast to growing optimism about Chinese equities, with Beijing’s recent stimulus blitz causing a flurry of upgrades from global strategists including those at BlackRock Inc. and Goldman Sachs. The CSI 300 remains more than 25% above a low reached in September even as volatility has increased.Traders now await the outcome of the government’s planned briefing on fiscal policy due Saturday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357816200073240,"gmtCreate":1728377891243,"gmtModify":1728377894833,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"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/357816200073240","repostId":"2473410890","repostType":4,"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352844674171008,"gmtCreate":1727152825446,"gmtModify":1727154041593,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"On 23 September you wrote Micron ratings upgrade and down 2 days later it is a downgrade. Wtf, make up your mind.","listText":"On 23 September you wrote Micron ratings upgrade and down 2 days later it is a downgrade. Wtf, make up your mind.","text":"On 23 September you wrote Micron ratings upgrade and down 2 days later it is a downgrade. Wtf, make up your mind.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/352844674171008","repostId":"2469016151","repostType":2,"repost":{"id":"2469016151","pubTimestamp":1727148417,"share":"https://ttm.financial/m/news/2469016151?lang=&edition=fundamental","pubTime":"2024-09-24 11:26","market":"nz","language":"en","title":"Micron Q4 Preview: Big Quarter With Blackwell Delays (Rating Downgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2469016151","media":"seekingalpha","summary":"Micron Technology, Inc.'s stock is downgraded to “hold” in my opinion due toNvidia's Blackwell chip delays and concerns about cash flow and compressed margins.Despite strong AI demand, Micron's financ","content":"<html><head></head><body><ul style=\"\"><li><p>Micron Technology, Inc.&#39;s stock is downgraded to “hold” in my opinion due to Nvidia&#39;s Blackwell chip delays and concerns about cash flow and compressed margins.</p></li><li><p>Despite strong AI demand, Micron&#39;s financial pressures and Nvidia&#39;s delays create uncertainty, making the upcoming earnings report crucial for the future outlook.</p></li><li><p>In the long term, Micron is poised for growth with AI-driven demand for high-performance memory chips, but near-term risks and cyclical industry concerns remain.</p></li><li><p>Investors should watch for management&#39;s qualitative data on Nvidia orders during the earnings call to gauge the impact on Micron&#39;s short-term performance.</p></li></ul><h2 id=\"id_2650761663\">Investment Thesis</h2><p><strong>Micron Technology, Inc.</strong> (NASDAQ:MU) shares have fallen 28.26% since my last write-up in early July, driven mainly by investor concerns around cash flow and compressed margins after their last earnings call.</p><p>In their fiscal Q3 earnings call, management revealed that both metrics were under pressure, even as NVIDIA Corporation (NVDA) continued to see massive demand for AI chips. To counter this, Micron&#39;s CEO Sanjay Mehrotra clarified that the company remains highly focused on continuing to ramp up their production and improve their yields. While cash flow missed and margins were compressed, this is not the reason I have downgraded from a &#34;buy&#34; to a &#34;hold.&#34;</p><p>Micron&#39;s growth strategy in a big way revolves around supplying high-bandwidth memory (HBM) products to Nvidia&#39;s next-generation Blackwell chips used in AI applications. Management noted on their last earnings call that advanced AI chips (like Blackwell) are a big use case for HBM DRAM architecture.</p><p>The company has already begun mass production of the HBM3E, kicking off earlier this year, which the market anticipates will get featured prominently in Nvidia&#39;s H200 GPUs.</p><p>However, Nvidia&#39;s delays with their Blackwell chip lineup put a cloud over a big source of future HBM demand. Already, analysts have cut their estimates for server maker Dell Technologies Inc. (DELL) on the back of Blackwell delays. In essence, these delays are real. And the impact is tangible.</p><p>Given this backdrop, I now view Micron shares as a hold rather than a by going into the quarter. I believe the current quarter will be important, since it&#39;ll likely determine whether Nvidia&#39;s delays and Micron&#39;s financial pressures around margins and cash flow will result in further weakness.</p><h2 id=\"id_4240465757\">Why I&#39;m Doing Follow-up Coverage</h2><p>Micron is one of the leading players in the memory and storage industry due to their powerful, bleeding-edge memory products that are key to the future of AI. Their impressive portfolio of solutions around DRAM, NAND flash memory, and more recently, the advanced HBM3E memory used in AI high-performance computing applications means their tech is the foundation for the future of AI.</p><p>The company&#39;s collaboration with AI leaders such as Nvidia has offered a lot of confidence to investors, especially when they sold out their entire HBM3E supply for 2024 after Nvidia announced their original production plans.</p><p>Chief Business Officer Sumit Sadana said in an interview in June:</p><blockquote><p>We are very optimistic because after Nvidia, Micron has a bigger exposure to AI growth than perhaps any other semiconductor company</p></blockquote><p>They are more than just a supplier to Nvidia, they are a problem solver as the company is incorporating power-efficient designs into their products to address growing concerns around data center energy consumption (this is a big concern from Nvidia customers).</p><p>As CEO Mehrotra noted at a recent conference:</p><blockquote><p>When we look ahead at 2025, we see HBM consuming around 6% of the industry bits and industry TAM in 2025 greater than $25 billion. So it&#39;s an exciting market. Micron is well-positioned with our HBM product. And HBM has -- given the 3:1 trade ratio that is there with HBM, it has the impact on tightening the supply market and providing a ripple effect on pricing for non-HBM market as well. So, we see a healthy demand-supply environment in 2025 and we see a healthy pricing environment in 2025 as well leading to our projection of substantial revenue record and robust profitability in 2025.</p><p>HBM4E that enables us to bring potentially more -- some of the customer logic into the HBM product solution. Keep in mind that HBM solution consists of a stack of eight or 12, as Manish has discussed, memory die and then there is a base die, which is the logic die. And in that base die opportunity with HBM4, 4E kind of solutions where you can bring customer logic into the base die. And that brings memory and logic closer together and that&#39;s goodness in terms of driving performance in terms of driving power efficiency.</p><p>So working closely with the customers and we are working on those kinds of solutions right now, and these are -- customization opportunities are with HBM4E. We are working closely in terms of defining the architecture and the features related to this. And absolutely it is an opportunity that gives us customization opportunities, which really brings even greater value to the customers -Mehrotra.</p></blockquote><p>In essence, Nvidia&#39;s relationship with Micron is a cornerstone of the future of Micron.</p><p>This is the reason I am doing follow-up coverage. Because when Nvidia faces a delay, Micron gets impacted. We&#39;re about to find out how much they&#39;ve been impacted.</p><h2 id=\"id_7572674\">Q4 Preview</h2><p>As the company approaches their FY Q4 earnings report on Wednesday, September 25th after the bell, Wall Street analysts expect the company to post EPS of $1.11 on revenues of approximately $7.64 billion. Estimates represent 90.49% YoY growth in sales.</p><p>Earnings will be crucial for addressing the concerns I (and other analysts) raised after their Q3 report, when their operating cash flow fell short by 23.5%, coming in at $2.48 billion versus the expected $3.24 billion.</p><p>Despite a jump in revenue (both then and expected now), driven by growing AI demand and a strong partnership with Nvidia, cash flow lagged, driven by a heavy investment cycle.</p><p>Last quarter, they posted a gross margin of 28%, which marked an 8-percentage-point improvement sequentially, driven by better pricing and product mix.</p><p>To be honest, I think there is a chance that analyst estimates are running high this quarter. Over the last 3 months, we&#39;ve seen 26 upward EPS revisions and 27 upward revenue revisions. That&#39;s really bullish, even when one of their main customers is signaling that they&#39;re going to be late taking orders for HBM memory chips.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/719cef881798fde8612ae17d3566c30c\" tg-width=\"1280\" tg-height=\"214\"/></p><p>EPS Revisions (Seeking Alpha)</p><p></p><p>For this upcoming quarter alone, we&#39;ve seen 17 upward EPS revisions and 15 upward revenue revisions.</p><h2 id=\"id_774002084\">What I&#39;m Looking For</h2><p>Personally, the delays with Nvidia&#39;s Blackwell chips are what the market really should be weighing. As I mentioned, pushing the release of the Blackwell chips into early 2025 is a problem for Nvidia and their suppliers, including Micron. This is the elephant in the room.</p><p>For me, I like it when management is explicit. I&#39;m looking for management on Micron&#39;s upcoming earnings call to offer strong qualitative data indicating that orders from Nvidia have not slowed, but have accelerated. Micron is spending big to build out infrastructure for their new memory customers (hence the lower cash flow last quarter). Those customers need to order, take delivery, and pay for their HBM chips.</p><p>For this reason, I am not going to estimate a fair value of Micron&#39;s stock going into the quarter (as I have before and after previous earnings calls this year). The Nvidia delay is a big question mark. I am not going to make too many assumptions with a big question overhanging the stock.</p><h2 id=\"id_2192271193\">Bull Thesis</h2><p>To be clear, over the long run, I am really optimistic about Micron. Earnings expectations for Micron over the next three to five years are extremely bullish (and I think rightfully so).</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2feb894d1cd522eded03c97152cf4d99\" tg-width=\"1280\" tg-height=\"266\"/></p><p>Forward EPS Estimates (Seeking Alpha)</p><p></p><p>Analysts project significant growth, with EPS estimates jumping from $1.23 in FY 2024 to $12.16 by FY 2026, driven by strong demand for high-performance memory chips used in AI applications (Blackwell revenue will show up at some point).</p><p>Revenues are expected to surge as well, growing from $25.37 billion in 2024 to $44.3 billion by 2026, as a result of their link to the AI megatrend, and the development of AI infrastructures like Nvidia&#39;s GPUs.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/221eeecce0dc982a6f20c15700077c1c\" tg-width=\"1280\" tg-height=\"267\"/></p><p>Forward Revenue Estimates (Seeking Alpha)</p><p></p><p>Micron is more than capable of benefiting from the expansion of the AI market, but they still need to execute better than expectations.</p><p>The rise in demand for HBM products has the potential to make the traditionally cyclical memory industry less prone to drastic swings (the stock trades at a low forward P/E to reflect these swings).</p><p>AI applications require a consistent and exponentially growing supply of memory, theoretically creating more stable demand, which could transform the business model for Micron, moving away from the traditional boom-and-bust cycle in memory supply.</p><p>However, investors who have held Micron stock for the last five years have experienced these cycles firsthand (and the promise of multiple boom-bust cycles before this one).</p><p>While the long-term outlook for AI demand could smooth out these cycles, there is a risk that current expectations are overly optimistic. Investors could be getting ahead of themselves by pricing in this long-term AI demand too early, really, given the uncertainty surrounding near-term order volumes from Nvidia. This is why I have downgraded my view to a hold. Great stories get ahead of themselves all the time. For investors, timing here is a big deal.</p><h2 id=\"id_844889917\">Takeaway</h2><p>Nvidia&#39;s Blackwell chip delays really emphasize the risks surrounding Micron&#39;s short-term outlook. Nvidia is one of Micron&#39;s largest AI customers, and I am not sure the market is pricing in all the concerns surrounding potential order slowdowns from Nvidia. These concerns need to be addressed during the upcoming earnings call by management, since Nvidia is a big part of the bull thesis.</p><p>If Micron provides strong qualitative data indicating that orders have not decreased but are instead accelerating, this could definitely calm down investor fears (including mine). Currently, Micron&#39;s shares remain below their all-time highs, and I&#39;m sure management would like to see a return to the mid-$150 range.</p><p>Over the long run, I believe AI demand is expected to smooth out the typical cyclical nature of the memory chip business, but near-term risks remain. At this point, Micron Technology, Inc.&#39;s valuation feels uncertain to me, and predicting the fair value of shares before more clarity on these orders is challenging. For now, I believe shares are a hold. I am willing to move back to a &#34;buy&#34; or a &#34;strong buy&#34; if we see the company outperform.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Q4 Preview: Big Quarter With Blackwell Delays (Rating Downgrade)</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\">\nMicron Q4 Preview: Big Quarter With Blackwell Delays (Rating Downgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-24 11:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4722820-micron-q4-preview-big-quarter-with-blackwell-delays-rating-downgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Micron Technology, Inc.'s stock is downgraded to “hold” in my opinion due to Nvidia's Blackwell chip delays and concerns about cash flow and compressed margins.Despite strong AI demand, Micron's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4722820-micron-q4-preview-big-quarter-with-blackwell-delays-rating-downgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://seekingalpha.com/article/4722820-micron-q4-preview-big-quarter-with-blackwell-delays-rating-downgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2469016151","content_text":"Micron Technology, Inc.'s stock is downgraded to “hold” in my opinion due to Nvidia's Blackwell chip delays and concerns about cash flow and compressed margins.Despite strong AI demand, Micron's financial pressures and Nvidia's delays create uncertainty, making the upcoming earnings report crucial for the future outlook.In the long term, Micron is poised for growth with AI-driven demand for high-performance memory chips, but near-term risks and cyclical industry concerns remain.Investors should watch for management's qualitative data on Nvidia orders during the earnings call to gauge the impact on Micron's short-term performance.Investment ThesisMicron Technology, Inc. (NASDAQ:MU) shares have fallen 28.26% since my last write-up in early July, driven mainly by investor concerns around cash flow and compressed margins after their last earnings call.In their fiscal Q3 earnings call, management revealed that both metrics were under pressure, even as NVIDIA Corporation (NVDA) continued to see massive demand for AI chips. To counter this, Micron's CEO Sanjay Mehrotra clarified that the company remains highly focused on continuing to ramp up their production and improve their yields. While cash flow missed and margins were compressed, this is not the reason I have downgraded from a \"buy\" to a \"hold.\"Micron's growth strategy in a big way revolves around supplying high-bandwidth memory (HBM) products to Nvidia's next-generation Blackwell chips used in AI applications. Management noted on their last earnings call that advanced AI chips (like Blackwell) are a big use case for HBM DRAM architecture.The company has already begun mass production of the HBM3E, kicking off earlier this year, which the market anticipates will get featured prominently in Nvidia's H200 GPUs.However, Nvidia's delays with their Blackwell chip lineup put a cloud over a big source of future HBM demand. Already, analysts have cut their estimates for server maker Dell Technologies Inc. (DELL) on the back of Blackwell delays. In essence, these delays are real. And the impact is tangible.Given this backdrop, I now view Micron shares as a hold rather than a by going into the quarter. I believe the current quarter will be important, since it'll likely determine whether Nvidia's delays and Micron's financial pressures around margins and cash flow will result in further weakness.Why I'm Doing Follow-up CoverageMicron is one of the leading players in the memory and storage industry due to their powerful, bleeding-edge memory products that are key to the future of AI. Their impressive portfolio of solutions around DRAM, NAND flash memory, and more recently, the advanced HBM3E memory used in AI high-performance computing applications means their tech is the foundation for the future of AI.The company's collaboration with AI leaders such as Nvidia has offered a lot of confidence to investors, especially when they sold out their entire HBM3E supply for 2024 after Nvidia announced their original production plans.Chief Business Officer Sumit Sadana said in an interview in June:We are very optimistic because after Nvidia, Micron has a bigger exposure to AI growth than perhaps any other semiconductor companyThey are more than just a supplier to Nvidia, they are a problem solver as the company is incorporating power-efficient designs into their products to address growing concerns around data center energy consumption (this is a big concern from Nvidia customers).As CEO Mehrotra noted at a recent conference:When we look ahead at 2025, we see HBM consuming around 6% of the industry bits and industry TAM in 2025 greater than $25 billion. So it's an exciting market. Micron is well-positioned with our HBM product. And HBM has -- given the 3:1 trade ratio that is there with HBM, it has the impact on tightening the supply market and providing a ripple effect on pricing for non-HBM market as well. So, we see a healthy demand-supply environment in 2025 and we see a healthy pricing environment in 2025 as well leading to our projection of substantial revenue record and robust profitability in 2025.HBM4E that enables us to bring potentially more -- some of the customer logic into the HBM product solution. Keep in mind that HBM solution consists of a stack of eight or 12, as Manish has discussed, memory die and then there is a base die, which is the logic die. And in that base die opportunity with HBM4, 4E kind of solutions where you can bring customer logic into the base die. And that brings memory and logic closer together and that's goodness in terms of driving performance in terms of driving power efficiency.So working closely with the customers and we are working on those kinds of solutions right now, and these are -- customization opportunities are with HBM4E. We are working closely in terms of defining the architecture and the features related to this. And absolutely it is an opportunity that gives us customization opportunities, which really brings even greater value to the customers -Mehrotra.In essence, Nvidia's relationship with Micron is a cornerstone of the future of Micron.This is the reason I am doing follow-up coverage. Because when Nvidia faces a delay, Micron gets impacted. We're about to find out how much they've been impacted.Q4 PreviewAs the company approaches their FY Q4 earnings report on Wednesday, September 25th after the bell, Wall Street analysts expect the company to post EPS of $1.11 on revenues of approximately $7.64 billion. Estimates represent 90.49% YoY growth in sales.Earnings will be crucial for addressing the concerns I (and other analysts) raised after their Q3 report, when their operating cash flow fell short by 23.5%, coming in at $2.48 billion versus the expected $3.24 billion.Despite a jump in revenue (both then and expected now), driven by growing AI demand and a strong partnership with Nvidia, cash flow lagged, driven by a heavy investment cycle.Last quarter, they posted a gross margin of 28%, which marked an 8-percentage-point improvement sequentially, driven by better pricing and product mix.To be honest, I think there is a chance that analyst estimates are running high this quarter. Over the last 3 months, we've seen 26 upward EPS revisions and 27 upward revenue revisions. That's really bullish, even when one of their main customers is signaling that they're going to be late taking orders for HBM memory chips.EPS Revisions (Seeking Alpha)For this upcoming quarter alone, we've seen 17 upward EPS revisions and 15 upward revenue revisions.What I'm Looking ForPersonally, the delays with Nvidia's Blackwell chips are what the market really should be weighing. As I mentioned, pushing the release of the Blackwell chips into early 2025 is a problem for Nvidia and their suppliers, including Micron. This is the elephant in the room.For me, I like it when management is explicit. I'm looking for management on Micron's upcoming earnings call to offer strong qualitative data indicating that orders from Nvidia have not slowed, but have accelerated. Micron is spending big to build out infrastructure for their new memory customers (hence the lower cash flow last quarter). Those customers need to order, take delivery, and pay for their HBM chips.For this reason, I am not going to estimate a fair value of Micron's stock going into the quarter (as I have before and after previous earnings calls this year). The Nvidia delay is a big question mark. I am not going to make too many assumptions with a big question overhanging the stock.Bull ThesisTo be clear, over the long run, I am really optimistic about Micron. Earnings expectations for Micron over the next three to five years are extremely bullish (and I think rightfully so).Forward EPS Estimates (Seeking Alpha)Analysts project significant growth, with EPS estimates jumping from $1.23 in FY 2024 to $12.16 by FY 2026, driven by strong demand for high-performance memory chips used in AI applications (Blackwell revenue will show up at some point).Revenues are expected to surge as well, growing from $25.37 billion in 2024 to $44.3 billion by 2026, as a result of their link to the AI megatrend, and the development of AI infrastructures like Nvidia's GPUs.Forward Revenue Estimates (Seeking Alpha)Micron is more than capable of benefiting from the expansion of the AI market, but they still need to execute better than expectations.The rise in demand for HBM products has the potential to make the traditionally cyclical memory industry less prone to drastic swings (the stock trades at a low forward P/E to reflect these swings).AI applications require a consistent and exponentially growing supply of memory, theoretically creating more stable demand, which could transform the business model for Micron, moving away from the traditional boom-and-bust cycle in memory supply.However, investors who have held Micron stock for the last five years have experienced these cycles firsthand (and the promise of multiple boom-bust cycles before this one).While the long-term outlook for AI demand could smooth out these cycles, there is a risk that current expectations are overly optimistic. Investors could be getting ahead of themselves by pricing in this long-term AI demand too early, really, given the uncertainty surrounding near-term order volumes from Nvidia. This is why I have downgraded my view to a hold. Great stories get ahead of themselves all the time. For investors, timing here is a big deal.TakeawayNvidia's Blackwell chip delays really emphasize the risks surrounding Micron's short-term outlook. Nvidia is one of Micron's largest AI customers, and I am not sure the market is pricing in all the concerns surrounding potential order slowdowns from Nvidia. These concerns need to be addressed during the upcoming earnings call by management, since Nvidia is a big part of the bull thesis.If Micron provides strong qualitative data indicating that orders have not decreased but are instead accelerating, this could definitely calm down investor fears (including mine). Currently, Micron's shares remain below their all-time highs, and I'm sure management would like to see a return to the mid-$150 range.Over the long run, I believe AI demand is expected to smooth out the typical cyclical nature of the memory chip business, but near-term risks remain. At this point, Micron Technology, Inc.'s valuation feels uncertain to me, and predicting the fair value of shares before more clarity on these orders is challenging. For now, I believe shares are a hold. I am willing to move back to a \"buy\" or a \"strong buy\" if we see the company outperform.","news_type":1},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348877243662488,"gmtCreate":1726193571231,"gmtModify":1726193574932,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Watch what does, not hear what he says.","listText":"Watch what does, not hear what he says.","text":"Watch what does, not hear what he says.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348877243662488","repostId":"1196546051","repostType":4,"repost":{"id":"1196546051","pubTimestamp":1726192800,"share":"https://ttm.financial/m/news/1196546051?lang=&edition=fundamental","pubTime":"2024-09-13 10:00","market":"us","language":"en","title":"Nvidia CEO Jen-Hsun Huang Sells Over $26 Million in Company Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1196546051","media":"Investing.com","summary":"Nvidia Corp (NASDAQ:NVDA) President and CEO Jen-Hsun Huang has sold a significant portion of his holdings in the company, according to recent filings with the Securities and Exchange Commission. The t","content":"<html><head></head><body><p>Nvidia Corp (NASDAQ:NVDA) President and CEO Jen-Hsun Huang has sold a significant portion of his holdings in the company, according to recent filings with the Securities and Exchange Commission. The transactions, carried out over two days, resulted in the sale of Nvidia shares worth over $26 million.</p><p>The sales occurred on September 10th and 11th, with prices per share ranging from $104.99 to $117.072. These transactions were executed under a pre-arranged trading plan, known as a Rule 10b5-1 trading plan, which allows company insiders to sell stocks at predetermined times to avoid accusations of insider trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5b32be7161aecbc0b2aba2891a48935c\" tg-width=\"1891\" tg-height=\"3567\"/></p><p>While the exact number of shares sold at each price point was not disclosed in the filing, the weighted average prices for the shares sold on each day were provided in footnotes, indicating a range of prices within approximately one dollar of the average price reported for each batch of sales.</p><p>As a result of these sales, Jen-Hsun Huang&#39;s direct ownership in Nvidia stock has been adjusted, but he remains a significant shareholder through various indirect holdings. These include shares held by trusts and partnerships where Huang serves as a trustee or has a controlling interest.</p><p>Investors often monitor the buying and selling activity of company executives as it can provide insights into their confidence in the company&#39;s future performance. However, sales made under Rule 10b5-1 trading plans are scheduled in advance and may not necessarily reflect the executive&#39;s real-time perspective on the company&#39;s outlook.</p><p>Nvidia&#39;s stock performance and market position continue to be of keen interest to investors, particularly as the semiconductor industry experiences shifts in demand and supply chain dynamics. The company has not provided any comments on these specific transactions at this time.</p><p>In other recent news, Nvidia&#39;s shares saw a significant 8% increase following reports of the U.S. government possibly allowing the export of advanced chips to Saudi Arabia. Goldman Sachs reaffirmed its Conviction Buy rating on Nvidia, highlighting the company&#39;s strategic position and growth prospects in the accelerated computing space, particularly within data centers. The company&#39;s CEO, Mr. Huang, emphasized Nvidia&#39;s competitive advantages, including a broad GPU installed base, the integration of hardware with domain-specific software libraries, and the capacity to create rack-level systems with innovations across various chips.</p><p>In related developments, data center operator Switch (NYSE:SWCH) is considering an initial public offering (IPO) that could potentially value the company at approximately $40 billion. This move comes amidst a surge in demand for data infrastructure driven by the growing interest in generative artificial intelligence, benefiting companies like Nvidia.</p></body></html>","source":"investingArticles_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia CEO Jen-Hsun Huang Sells Over $26 Million in Company Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia CEO Jen-Hsun Huang Sells Over $26 Million in Company Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-13 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/news/company-news/nvidia-ceo-jenhsun-huang-sells-over-26-million-in-company-stock-93CH-3614644><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corp (NASDAQ:NVDA) President and CEO Jen-Hsun Huang has sold a significant portion of his holdings in the company, according to recent filings with the Securities and Exchange Commission. The ...</p>\n\n<a href=\"https://www.investing.com/news/company-news/nvidia-ceo-jenhsun-huang-sells-over-26-million-in-company-stock-93CH-3614644\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.investing.com/news/company-news/nvidia-ceo-jenhsun-huang-sells-over-26-million-in-company-stock-93CH-3614644","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196546051","content_text":"Nvidia Corp (NASDAQ:NVDA) President and CEO Jen-Hsun Huang has sold a significant portion of his holdings in the company, according to recent filings with the Securities and Exchange Commission. The transactions, carried out over two days, resulted in the sale of Nvidia shares worth over $26 million.The sales occurred on September 10th and 11th, with prices per share ranging from $104.99 to $117.072. These transactions were executed under a pre-arranged trading plan, known as a Rule 10b5-1 trading plan, which allows company insiders to sell stocks at predetermined times to avoid accusations of insider trading.While the exact number of shares sold at each price point was not disclosed in the filing, the weighted average prices for the shares sold on each day were provided in footnotes, indicating a range of prices within approximately one dollar of the average price reported for each batch of sales.As a result of these sales, Jen-Hsun Huang's direct ownership in Nvidia stock has been adjusted, but he remains a significant shareholder through various indirect holdings. These include shares held by trusts and partnerships where Huang serves as a trustee or has a controlling interest.Investors often monitor the buying and selling activity of company executives as it can provide insights into their confidence in the company's future performance. However, sales made under Rule 10b5-1 trading plans are scheduled in advance and may not necessarily reflect the executive's real-time perspective on the company's outlook.Nvidia's stock performance and market position continue to be of keen interest to investors, particularly as the semiconductor industry experiences shifts in demand and supply chain dynamics. The company has not provided any comments on these specific transactions at this time.In other recent news, Nvidia's shares saw a significant 8% increase following reports of the U.S. government possibly allowing the export of advanced chips to Saudi Arabia. Goldman Sachs reaffirmed its Conviction Buy rating on Nvidia, highlighting the company's strategic position and growth prospects in the accelerated computing space, particularly within data centers. The company's CEO, Mr. Huang, emphasized Nvidia's competitive advantages, including a broad GPU installed base, the integration of hardware with domain-specific software libraries, and the capacity to create rack-level systems with innovations across various chips.In related developments, data center operator Switch (NYSE:SWCH) is considering an initial public offering (IPO) that could potentially value the company at approximately $40 billion. This move comes amidst a surge in demand for data infrastructure driven by the growing interest in generative artificial intelligence, benefiting companies like Nvidia.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330526979035192,"gmtCreate":1721700972405,"gmtModify":1721700976523,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Blame it on the Intern.","listText":"Blame it on the Intern.","text":"Blame it on the Intern.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330526979035192","repostId":"2453674956","repostType":4,"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":309024970641736,"gmtCreate":1716473366106,"gmtModify":1716473369067,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/e232a0f1d10128efde0352ae7480119f","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/309024970641736","isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":306684793274512,"gmtCreate":1715909495996,"gmtModify":1715909499645,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/ALB.HK 20240530 82.50 CALL\">$ALB.HK 20240530 82.50 CALL$</a> Yesterday was bad, today is sunshine.","listText":"<a href=\"https://ttm.financial/OPT/ALB.HK 20240530 82.50 CALL\">$ALB.HK 20240530 82.50 CALL$</a> Yesterday was bad, today is sunshine.","text":"$ALB.HK 20240530 82.50 CALL$ Yesterday was bad, today is sunshine.","images":[{"img":"https://community-static.tradeup.com/news/c85f07502635d31a2e90620f49a9ce00","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/306684793274512","isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":299128955314216,"gmtCreate":1714055656293,"gmtModify":1714055929516,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Buy a summer property in Karuizawa! https://www.cityindex.co.jp/resortia/","listText":"Buy a summer property in Karuizawa! https://www.cityindex.co.jp/resortia/","text":"Buy a summer property in Karuizawa! https://www.cityindex.co.jp/resortia/","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299128955314216","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299128033317168,"gmtCreate":1714055515678,"gmtModify":1714055519311,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Buy a summer house in Karuizawa!","listText":"Buy a summer house in Karuizawa!","text":"Buy a summer house in Karuizawa!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299128033317168","isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299056399007776,"gmtCreate":1714022862702,"gmtModify":1714022867436,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Meta's AI capex gives a boost to companies such as Nvidia and Super Micro on their earnings prospects.","listText":"Meta's AI capex gives a boost to companies such as Nvidia and Super Micro on their earnings prospects.","text":"Meta's AI capex gives a boost to companies such as Nvidia and Super Micro on their earnings prospects.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299056399007776","repostId":"1134787563","repostType":2,"repost":{"id":"1134787563","pubTimestamp":1713995543,"share":"https://ttm.financial/m/news/1134787563?lang=&edition=fundamental","pubTime":"2024-04-25 05:52","market":"us","language":"en","title":"Meta Shares Tumble over 15% After Revenue Forecast Disappoints","url":"https://stock-news.laohu8.com/highlight/detail?id=1134787563","media":"Bloomberg","summary":"Capital expenditures will be higher than initially expectedMeta’s revenue forecast slightly lower than anticipatedMeta Platforms Inc. increased its spending estimates for the year and projected second","content":"<html><head></head><body><p>【<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221796676338758676%22,%22type%22:1%7D\" title=\"Meta 2024Q1 Earnings Conference Call\" target=\"_blank\" class=\"\">Meta 2024Q1 Earnings Conference Call</a>】</p><ul style=\"\"><li><p>The shares plunged as much as 15% as investors balked</p></li><li><p>Second-quarter revenue forecast was weaker than expected</p></li></ul><p>Meta Platforms Inc. said it will spend billions of dollars more than it previously anticipated this year as it continues to invest in artificial intelligence, raising questions about whether the company’s futuristic technological bets will eventually pay off for investors. The shares tumbled in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eb7624773a10f50cdfb9234e4a1e25f3\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>The shares dropped as much as 15% in after-hours trading. The stock had been up 39% so far this year at market close and has been trading near all-time highs for the past month, in part reflecting excitement around AI. Meta was one of the best-performing stocks among its Big Tech peers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e2798332604c3a1a61fd1ba889722da7\" title=\"\" tg-width=\"786\" tg-height=\"630\"/></p><p style=\"text-align: start;\">The Facebook parent is plowing ever more resources into artificial intelligence, which requires significant investments in computing power, while locked in an arms race with rivals from Alphabet Inc. to Microsoft Corp. for supremacy in this fast-developing technology. The Menlo Park, California-based company raised its estimates for costs for the year, and now believes capital expenditures will be $35 billion to $40 billion. Earlier, it estimated expenses related to things like servers, AI hardware and data centers would be $30 billion to $37 billion.</p><p>“We expect capital expenditures will continue to increase next year as we invest aggressively to support our ambitious AI research and product development efforts,” Chief Financial Officer Susan Li said in a statement, referring to 2025.</p><p>At the same time, the social networking company also projected second quarter sales of $36.5 billion to $39 billion, with the mid-range of that forecast less than analysts’ average estimate.</p><p style=\"text-align: start;\">Those metrics overshadowed what was otherwise a solid first quarter, with revenue of $36.5 billion, an increase of more than 27% over the same period a year ago. And profit that more than doubled to $12.4 billion.</p><p>“For all Meta’s bold AI plans, it can’t afford to take its eye off the nucleus of the business –- its core advertising activities,” Sophie Lund-Yates, an analyst at Hargreaves Lansdown, wrote in a note on Wednesday. “That doesn’t mean ignoring AI, but it does mean that spending needs to be targeted and in-line with a clear strategic view.”</p><p style=\"text-align: start;\">In the previous quarter, Meta announced a $50 billion stock buyback in addition to the company’s first-ever quarterly dividend, an effort to placate investors frustrated by the company’s aggressive spending on technologies that have yet to fully pay off. Chief Executive Officer Mark Zuckerberg has spent years plowing money into efforts to build the so-called Metaverse, a virtual world where he hopes people will one day play and work.</p><p style=\"text-align: start;\">Reality Labs, the Meta division focused on its futuristic bets, reported a loss of $3.85 billion for the first quarter, roughly the same as a year ago. That division, which also oversees VR headsets and Meta’s Ray-Ban smart glasses, reported an annual loss of more than $16 billion in 2023.</p><p style=\"text-align: start;\">But in recent months, Zuckerberg has made AI a priority, refocusing Meta on the technology after OpenAI released its ChatGPT chatbot in 2022, sparking a frenzy of competition and development among the big tech companies. Meta has started inserting AI into every facet of the business, from Instagram and Facebook to its smart glasses.</p><p>The company announced plans for a new $800 million data center in January, and is also developing its own chips for artificial intelligence services. Meta is also working on several new iterations of its large language model, known as Llama, for powering chatbots and other AI services.</p><p style=\"text-align: start;\">On a call with investors, Zuckerberg said Meta will invest “significantly” in AI-related projects. He said these investments will increase “meaningfully” before Meta sees any significant revenue from many of these new endeavors. “Smart investors” will see the long-term possibilities of this work will outweigh the short term costs, Zuckerberg said.</p><p style=\"text-align: start;\">The company reiterated its broader 2024 spending plans, saying it will shell out $96 billion to $99 billion for the calendar year, up slightly from a low-end target of $94 billion to $99 billion. It previously said that much of that would go toward infrastructure costs in addition to long-term bets on augmented and virtual reality.</p><p style=\"text-align: start;\">Meta’s mixed report comes on the same day that President Joe Biden signed a bill into law that would force TikTok’s parent company, ByteDance Ltd., to sell the popular video service or face a ban in the US. The potential elimination of a major competitor could give a boost to Meta’s advertising business since its short-video offering Reels is a clone of TikTok.</p><p style=\"text-align: start;\">Reels now makes up about 50% of the time that people spend on Instagram, Li said on a call with analysts. When asked specifically about the TikTok legislation, Li said it was too soon for the company to understand the potential impact.</p><p style=\"text-align: start;\">Meta has had a turbulent past few years, with a Covid-era bump in users and activity on the platform during lockdowns followed by a subsequent pullback in advertising in 2022. Meta also gorged on hiring when times were good, leading to some 10,000 job cuts 2023, a period Zuckerberg dubbed the “year of efficiency.”</p><p style=\"text-align: start;\">Those painful moves paved the way for the significant increase in profit the company is seeing now. First-quarter revenue was the highest ever in that period. More people are also returning to Meta’s products.</p><p>Zuckerberg said the Threads app, similar to the former Twitter and launched last July, now has more than 150 million monthly active users — including Taylor Swift.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Shares Tumble over 15% After Revenue Forecast Disappoints</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\">\nMeta Shares Tumble over 15% After Revenue Forecast Disappoints\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-25 05:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-04-24/meta-projects-higher-spending-weaker-revenue-amid-ai-push?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【Meta 2024Q1 Earnings Conference Call】The shares plunged as much as 15% as investors balkedSecond-quarter revenue forecast was weaker than expectedMeta Platforms Inc. said it will spend billions of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-04-24/meta-projects-higher-spending-weaker-revenue-amid-ai-push?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://www.bloomberg.com/news/articles/2024-04-24/meta-projects-higher-spending-weaker-revenue-amid-ai-push?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134787563","content_text":"【Meta 2024Q1 Earnings Conference Call】The shares plunged as much as 15% as investors balkedSecond-quarter revenue forecast was weaker than expectedMeta Platforms Inc. said it will spend billions of dollars more than it previously anticipated this year as it continues to invest in artificial intelligence, raising questions about whether the company’s futuristic technological bets will eventually pay off for investors. The shares tumbled in extended trading.The shares dropped as much as 15% in after-hours trading. The stock had been up 39% so far this year at market close and has been trading near all-time highs for the past month, in part reflecting excitement around AI. Meta was one of the best-performing stocks among its Big Tech peers.The Facebook parent is plowing ever more resources into artificial intelligence, which requires significant investments in computing power, while locked in an arms race with rivals from Alphabet Inc. to Microsoft Corp. for supremacy in this fast-developing technology. The Menlo Park, California-based company raised its estimates for costs for the year, and now believes capital expenditures will be $35 billion to $40 billion. Earlier, it estimated expenses related to things like servers, AI hardware and data centers would be $30 billion to $37 billion.“We expect capital expenditures will continue to increase next year as we invest aggressively to support our ambitious AI research and product development efforts,” Chief Financial Officer Susan Li said in a statement, referring to 2025.At the same time, the social networking company also projected second quarter sales of $36.5 billion to $39 billion, with the mid-range of that forecast less than analysts’ average estimate.Those metrics overshadowed what was otherwise a solid first quarter, with revenue of $36.5 billion, an increase of more than 27% over the same period a year ago. And profit that more than doubled to $12.4 billion.“For all Meta’s bold AI plans, it can’t afford to take its eye off the nucleus of the business –- its core advertising activities,” Sophie Lund-Yates, an analyst at Hargreaves Lansdown, wrote in a note on Wednesday. “That doesn’t mean ignoring AI, but it does mean that spending needs to be targeted and in-line with a clear strategic view.”In the previous quarter, Meta announced a $50 billion stock buyback in addition to the company’s first-ever quarterly dividend, an effort to placate investors frustrated by the company’s aggressive spending on technologies that have yet to fully pay off. Chief Executive Officer Mark Zuckerberg has spent years plowing money into efforts to build the so-called Metaverse, a virtual world where he hopes people will one day play and work.Reality Labs, the Meta division focused on its futuristic bets, reported a loss of $3.85 billion for the first quarter, roughly the same as a year ago. That division, which also oversees VR headsets and Meta’s Ray-Ban smart glasses, reported an annual loss of more than $16 billion in 2023.But in recent months, Zuckerberg has made AI a priority, refocusing Meta on the technology after OpenAI released its ChatGPT chatbot in 2022, sparking a frenzy of competition and development among the big tech companies. Meta has started inserting AI into every facet of the business, from Instagram and Facebook to its smart glasses.The company announced plans for a new $800 million data center in January, and is also developing its own chips for artificial intelligence services. Meta is also working on several new iterations of its large language model, known as Llama, for powering chatbots and other AI services.On a call with investors, Zuckerberg said Meta will invest “significantly” in AI-related projects. He said these investments will increase “meaningfully” before Meta sees any significant revenue from many of these new endeavors. “Smart investors” will see the long-term possibilities of this work will outweigh the short term costs, Zuckerberg said.The company reiterated its broader 2024 spending plans, saying it will shell out $96 billion to $99 billion for the calendar year, up slightly from a low-end target of $94 billion to $99 billion. It previously said that much of that would go toward infrastructure costs in addition to long-term bets on augmented and virtual reality.Meta’s mixed report comes on the same day that President Joe Biden signed a bill into law that would force TikTok’s parent company, ByteDance Ltd., to sell the popular video service or face a ban in the US. The potential elimination of a major competitor could give a boost to Meta’s advertising business since its short-video offering Reels is a clone of TikTok.Reels now makes up about 50% of the time that people spend on Instagram, Li said on a call with analysts. When asked specifically about the TikTok legislation, Li said it was too soon for the company to understand the potential impact.Meta has had a turbulent past few years, with a Covid-era bump in users and activity on the platform during lockdowns followed by a subsequent pullback in advertising in 2022. Meta also gorged on hiring when times were good, leading to some 10,000 job cuts 2023, a period Zuckerberg dubbed the “year of efficiency.”Those painful moves paved the way for the significant increase in profit the company is seeing now. First-quarter revenue was the highest ever in that period. More people are also returning to Meta’s products.Zuckerberg said the Threads app, similar to the former Twitter and launched last July, now has more than 150 million monthly active users — including Taylor Swift.","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":289929431408832,"gmtCreate":1711790183191,"gmtModify":1711790187739,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"It's a good quarter for me.","listText":"It's a good quarter for me.","text":"It's a good quarter for me.","images":[{"img":"https://community-static.tradeup.com/news/88a91da9ef3440dd89f9a2771386d891","width":"746","height":"1323"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/289929431408832","isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4165778538396772","authorId":"4165778538396772","name":"Treetrader","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"idStr":"4165778538396772","authorIdStr":"4165778538396772"},"content":"wow. SMCI and NVDIA?","text":"wow. SMCI and NVDIA?","html":"wow. SMCI and NVDIA?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":287126373765200,"gmtCreate":1711121882108,"gmtModify":1711121886702,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Every country has a yearly defense budget. Now there will be a sovereign AI budget for each country.","listText":"Every country has a yearly defense budget. Now there will be a sovereign AI budget for each country.","text":"Every country has a yearly defense budget. Now there will be a sovereign AI budget for each country.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/287126373765200","repostId":"1143908313","repostType":4,"repost":{"id":"1143908313","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1711120343,"share":"https://ttm.financial/m/news/1143908313?lang=&edition=fundamental","pubTime":"2024-03-22 23:12","market":"us","language":"en","title":"Nvidia Stock Rises. It Needs to Look Beyond the U.S. for Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1143908313","media":"Dow Jones","summary":"Nvidia stock was climbing Friday following the conclusion of its GTC developer event.The chip maker’s announcements got rave reviews from Wall Street but the market seems to be waiting for signs of fu","content":"<html><head></head><body><p>Nvidia stock was climbing Friday following the conclusion of its GTC developer event. The chip maker’s announcements got rave reviews from Wall Street but the market seems to be waiting for signs of further growth, which could come from outside the U.S.</p><p style=\"text-align: start;\">Nvidia shares were up 2% on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/021733ef08c5e40532aaa114797ee1b6\" tg-width=\"804\" tg-height=\"625\"/></p><p>Nvidia stock closed up 1.2% at $914.35 on Thursday, meaning it gained just more than 4% over the duration of its developer event, where it unveiled its new range of Blackwell chips. </p><p>Updates from Wall Street in the wake of the event were still trickling in at the end of the week. UBS analyst Timothy Arcuri raised his target price on the stock to $1,100 from $800, keeping a Buy rating. </p><p>“Following the Blackwell launch … we believe Nvidia sits on the cusp of an entirely new wave of demand from global enterprises and sovereigns — with each sovereign potentially as big as a large U.S. cloud customer,” Arcuri wrote in a research note Thursday. </p><p>Nvidia CEO Jensen Huang repeatedly has suggested each country will need to build its own artificial-intelligence infrastructure, supporting the company’s continued growth even if U.S. technology companies eventually slow their purchases of its hardware. UBS’s Arcuri said any near-term weakness in Nvidia stock could be an attractive buying opportunity, with more revenue growth coming in 2025.</p><p>Among other chip makers, Advanced Micro Devices was down 1.7% on Friday and Intel was down 0.3%.</p><p>Nvidia shares have risen 85% this year through to Thursday’s close. That compares with a 9.9% increase in the S&amp;P 500 index and a 9.3% gain in the Nasdaq Composite over the same period. </p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Rises. It Needs to Look Beyond the U.S. for Growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Rises. It Needs to Look Beyond the U.S. for Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-03-22 23:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia stock was climbing Friday following the conclusion of its GTC developer event. The chip maker’s announcements got rave reviews from Wall Street but the market seems to be waiting for signs of further growth, which could come from outside the U.S.</p><p style=\"text-align: start;\">Nvidia shares were up 2% on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/021733ef08c5e40532aaa114797ee1b6\" tg-width=\"804\" tg-height=\"625\"/></p><p>Nvidia stock closed up 1.2% at $914.35 on Thursday, meaning it gained just more than 4% over the duration of its developer event, where it unveiled its new range of Blackwell chips. </p><p>Updates from Wall Street in the wake of the event were still trickling in at the end of the week. UBS analyst Timothy Arcuri raised his target price on the stock to $1,100 from $800, keeping a Buy rating. </p><p>“Following the Blackwell launch … we believe Nvidia sits on the cusp of an entirely new wave of demand from global enterprises and sovereigns — with each sovereign potentially as big as a large U.S. cloud customer,” Arcuri wrote in a research note Thursday. </p><p>Nvidia CEO Jensen Huang repeatedly has suggested each country will need to build its own artificial-intelligence infrastructure, supporting the company’s continued growth even if U.S. technology companies eventually slow their purchases of its hardware. UBS’s Arcuri said any near-term weakness in Nvidia stock could be an attractive buying opportunity, with more revenue growth coming in 2025.</p><p>Among other chip makers, Advanced Micro Devices was down 1.7% on Friday and Intel was down 0.3%.</p><p>Nvidia shares have risen 85% this year through to Thursday’s close. That compares with a 9.9% increase in the S&amp;P 500 index and a 9.3% gain in the Nasdaq Composite over the same period. </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143908313","content_text":"Nvidia stock was climbing Friday following the conclusion of its GTC developer event. The chip maker’s announcements got rave reviews from Wall Street but the market seems to be waiting for signs of further growth, which could come from outside the U.S.Nvidia shares were up 2% on Friday.Nvidia stock closed up 1.2% at $914.35 on Thursday, meaning it gained just more than 4% over the duration of its developer event, where it unveiled its new range of Blackwell chips. Updates from Wall Street in the wake of the event were still trickling in at the end of the week. UBS analyst Timothy Arcuri raised his target price on the stock to $1,100 from $800, keeping a Buy rating. “Following the Blackwell launch … we believe Nvidia sits on the cusp of an entirely new wave of demand from global enterprises and sovereigns — with each sovereign potentially as big as a large U.S. cloud customer,” Arcuri wrote in a research note Thursday. Nvidia CEO Jensen Huang repeatedly has suggested each country will need to build its own artificial-intelligence infrastructure, supporting the company’s continued growth even if U.S. technology companies eventually slow their purchases of its hardware. UBS’s Arcuri said any near-term weakness in Nvidia stock could be an attractive buying opportunity, with more revenue growth coming in 2025.Among other chip makers, Advanced Micro Devices was down 1.7% on Friday and Intel was down 0.3%.Nvidia shares have risen 85% this year through to Thursday’s close. That compares with a 9.9% increase in the S&P 500 index and a 9.3% gain in the Nasdaq Composite over the same period.","news_type":1},"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":282273221382152,"gmtCreate":1709942951841,"gmtModify":1709951851300,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Wah piang eh!","listText":"Wah piang eh!","text":"Wah piang eh!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282273221382152","repostId":"1119243614","repostType":4,"repost":{"id":"1119243614","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1709940600,"share":"https://ttm.financial/m/news/1119243614?lang=&edition=fundamental","pubTime":"2024-03-09 07:30","market":"us","language":"en","title":"Nvidia Sheds $128 Billion in Market Cap, Its Largest on Record","url":"https://stock-news.laohu8.com/highlight/detail?id=1119243614","media":"Dow Jones","summary":"Nvidia shed $128 billion in market cap on Friday, the largest drop on record for the company.Nvidia helped push the S&P 500 to a new record close Thursday.Shares of the semiconductor maker fell 5.6% t","content":"<html><head></head><body><p>Nvidia shed $128 billion in market cap on Friday, the largest drop on record for the company.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dcfa9bd913385b8a8f0825b5f437a6c8\" title=\"Nvidia helped push the S&amp;P 500 to a new record close Thursday.\" tg-width=\"922\" tg-height=\"495\"/><span>Nvidia helped push the S&amp;P 500 to a new record close Thursday.</span></p><p style=\"text-align: start;\">Shares of the semiconductor maker fell 5.6% to $875.28 on Friday, erasing gains it had notched earlier in the session. It was the largest percentage decrease for shares since May 31, 2023, when they fell 5.7%. The drop comes a day after Nvidia helped push the S&amp;P 500 to a new closing high.</p><p>Friday’s performance snaps a six-day winning streak for Nvidia stock and pauses a spectacular run that has seen shares quadruple in value over the past 12 months.</p><p>Nvidia’s market value now stands at $2.188 trillion. The company ended Thursday at $2.317 trillion.</p><p>Wedbush Securities analyst Matthew Bryson, who rates Nvidia as a Buy, told <em>Barron’s</em> that Nvidia’s fall came as chip names dropped across the board. “It’s broader than Nvidia,” he said.</p><p>Broadcom managed to beat earnings expectations Thursday, but shares nevertheless fell after investors were disappointed with the outlook. Broadcom closed down 7%. The stock his up 17% this year.</p><p>Marvell Technology also presented a weaker-than-expected outlook on Thursday after fourth-quarter earnings matched Wall Street estimates. Marvell shares fell 11%.</p><p>Advanced Micro Devices declined 1.9%, while Intel dropped 4.7%.</p><p>Nvidia shares have risen 76% this year. That compares with a 7.4% jump in the S&amp;P 500 and an increase of 7.2% for the Nasdaq Composite.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Sheds $128 Billion in Market Cap, Its Largest on Record</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Sheds $128 Billion in Market Cap, Its Largest on Record\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-03-09 07:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia shed $128 billion in market cap on Friday, the largest drop on record for the company.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dcfa9bd913385b8a8f0825b5f437a6c8\" title=\"Nvidia helped push the S&amp;P 500 to a new record close Thursday.\" tg-width=\"922\" tg-height=\"495\"/><span>Nvidia helped push the S&amp;P 500 to a new record close Thursday.</span></p><p style=\"text-align: start;\">Shares of the semiconductor maker fell 5.6% to $875.28 on Friday, erasing gains it had notched earlier in the session. It was the largest percentage decrease for shares since May 31, 2023, when they fell 5.7%. The drop comes a day after Nvidia helped push the S&amp;P 500 to a new closing high.</p><p>Friday’s performance snaps a six-day winning streak for Nvidia stock and pauses a spectacular run that has seen shares quadruple in value over the past 12 months.</p><p>Nvidia’s market value now stands at $2.188 trillion. The company ended Thursday at $2.317 trillion.</p><p>Wedbush Securities analyst Matthew Bryson, who rates Nvidia as a Buy, told <em>Barron’s</em> that Nvidia’s fall came as chip names dropped across the board. “It’s broader than Nvidia,” he said.</p><p>Broadcom managed to beat earnings expectations Thursday, but shares nevertheless fell after investors were disappointed with the outlook. Broadcom closed down 7%. The stock his up 17% this year.</p><p>Marvell Technology also presented a weaker-than-expected outlook on Thursday after fourth-quarter earnings matched Wall Street estimates. Marvell shares fell 11%.</p><p>Advanced Micro Devices declined 1.9%, while Intel dropped 4.7%.</p><p>Nvidia shares have risen 76% this year. That compares with a 7.4% jump in the S&amp;P 500 and an increase of 7.2% for the Nasdaq Composite.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119243614","content_text":"Nvidia shed $128 billion in market cap on Friday, the largest drop on record for the company.Nvidia helped push the S&P 500 to a new record close Thursday.Shares of the semiconductor maker fell 5.6% to $875.28 on Friday, erasing gains it had notched earlier in the session. It was the largest percentage decrease for shares since May 31, 2023, when they fell 5.7%. The drop comes a day after Nvidia helped push the S&P 500 to a new closing high.Friday’s performance snaps a six-day winning streak for Nvidia stock and pauses a spectacular run that has seen shares quadruple in value over the past 12 months.Nvidia’s market value now stands at $2.188 trillion. The company ended Thursday at $2.317 trillion.Wedbush Securities analyst Matthew Bryson, who rates Nvidia as a Buy, told Barron’s that Nvidia’s fall came as chip names dropped across the board. “It’s broader than Nvidia,” he said.Broadcom managed to beat earnings expectations Thursday, but shares nevertheless fell after investors were disappointed with the outlook. Broadcom closed down 7%. The stock his up 17% this year.Marvell Technology also presented a weaker-than-expected outlook on Thursday after fourth-quarter earnings matched Wall Street estimates. Marvell shares fell 11%.Advanced Micro Devices declined 1.9%, while Intel dropped 4.7%.Nvidia shares have risen 76% this year. That compares with a 7.4% jump in the S&P 500 and an increase of 7.2% for the Nasdaq Composite.","news_type":1},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":278838370971792,"gmtCreate":1709103406816,"gmtModify":1709103713853,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Good 3 months","listText":"Good 3 months","text":"Good 3 months","images":[{"img":"https://community-static.tradeup.com/news/dc6f792955165383af2445990fa1b6d9","width":"750","height":"892"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/278838370971792","isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":276791324664024,"gmtCreate":1708602176056,"gmtModify":1708608306242,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"$812","listText":"$812","text":"$812","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276791324664024","isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276786852790456,"gmtCreate":1708601027041,"gmtModify":1708608305167,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>&nbsp;","text":"$SUPER MICRO COMPUTER INC(SMCI)$","images":[{"img":"https://community-static.tradeup.com/news/705837e7176b91f04646f4c8a65d28bc","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276786852790456","isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":373373707206912,"gmtCreate":1732195557909,"gmtModify":1732196138790,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Dumb asses who sold their Nvidia shares after the results yesterday.","listText":"Dumb asses who sold their Nvidia shares after the results yesterday.","text":"Dumb asses who sold their Nvidia shares after the results yesterday.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373373707206912","repostId":"1125100512","repostType":4,"repost":{"id":"1125100512","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":1732195273,"share":"https://ttm.financial/m/news/1125100512?lang=&edition=fundamental","pubTime":"2024-11-21 21:21","market":"us","language":"en","title":"Nvidia Stock Turns Positive As Analysts Recommend Accentuating the Nvidia Positives","url":"https://stock-news.laohu8.com/highlight/detail?id=1125100512","media":"Tiger Newspress","summary":"\"Stop and smell the roses\": Analyst recommends accentuating the Nvidia positives.","content":"<html><head></head><body><p>Nvidia shares turned positive in premarket trading Thursday, erasing earlier losses.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63a33214964560189d721751de8903c2\" title=\"\" tg-width=\"537\" tg-height=\"158\"/></p><p>Bernstein analyst Stacy Rasgon sees why Nvidia bears might have found negatives in areas like the company&#39;s smaller-than-usual guidance beat, forecast for declining gross margins and drop in networking attach rate.</p><p>But he still advised clients to &#34;stop and smell the roses.&#34;</p><p>While gross margins are forecast to turn lower again in the current quarter, &#34;frankly we aren’t going to complain about a couple quarters at 71-72%, especially as they are driven by the company’s efforts to ramp their new platforms as quickly as possible to meet what appears to be at this point insatiable demand,&#34; Rasgon wrote. And he noted that the company has &#34;a trajectory back toward the mid 70’s as the platforms scale&#34; into fiscal 2026.</p><p>Worried about Nvidia&#39;s Blackwell supply constraints? Look on the bright side, according to Melius Research analyst Ben Reitzes.</p><p>&#34;We tend to like &#39;constraints&#39; — since it means more sales are coming later,&#34; he wrote in a note to clients. The company could be setting the stage for revenue acceleration once the supply constraints ease, and margins could tick higher as well.</p><p>After Nvidia&#39;s earnings, Citi analyst Atif Malik is looking ahead to January&#39;s CES conference, at which CEO Jensen Huang will share more on the company&#39;s artificial-intelligence vision during a keynote address.</p><p>Malik opened a positive catalyst watch on Nvidia&#39;s stock heading into that event, &#34;where we expect Blackwell sales expectations to move higher and management to talk about the inference-led enterprise and robotics industrial demand inflection.&#34; Blackwell is Nvidia&#39;s newest chip.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Turns Positive As Analysts Recommend Accentuating the Nvidia Positives</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Turns Positive As Analysts Recommend Accentuating the Nvidia Positives\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\">2024-11-21 21:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia shares turned positive in premarket trading Thursday, erasing earlier losses.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63a33214964560189d721751de8903c2\" title=\"\" tg-width=\"537\" tg-height=\"158\"/></p><p>Bernstein analyst Stacy Rasgon sees why Nvidia bears might have found negatives in areas like the company&#39;s smaller-than-usual guidance beat, forecast for declining gross margins and drop in networking attach rate.</p><p>But he still advised clients to &#34;stop and smell the roses.&#34;</p><p>While gross margins are forecast to turn lower again in the current quarter, &#34;frankly we aren’t going to complain about a couple quarters at 71-72%, especially as they are driven by the company’s efforts to ramp their new platforms as quickly as possible to meet what appears to be at this point insatiable demand,&#34; Rasgon wrote. And he noted that the company has &#34;a trajectory back toward the mid 70’s as the platforms scale&#34; into fiscal 2026.</p><p>Worried about Nvidia&#39;s Blackwell supply constraints? Look on the bright side, according to Melius Research analyst Ben Reitzes.</p><p>&#34;We tend to like &#39;constraints&#39; — since it means more sales are coming later,&#34; he wrote in a note to clients. The company could be setting the stage for revenue acceleration once the supply constraints ease, and margins could tick higher as well.</p><p>After Nvidia&#39;s earnings, Citi analyst Atif Malik is looking ahead to January&#39;s CES conference, at which CEO Jensen Huang will share more on the company&#39;s artificial-intelligence vision during a keynote address.</p><p>Malik opened a positive catalyst watch on Nvidia&#39;s stock heading into that event, &#34;where we expect Blackwell sales expectations to move higher and management to talk about the inference-led enterprise and robotics industrial demand inflection.&#34; Blackwell is Nvidia&#39;s newest chip.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125100512","content_text":"Nvidia shares turned positive in premarket trading Thursday, erasing earlier losses.Bernstein analyst Stacy Rasgon sees why Nvidia bears might have found negatives in areas like the company's smaller-than-usual guidance beat, forecast for declining gross margins and drop in networking attach rate.But he still advised clients to \"stop and smell the roses.\"While gross margins are forecast to turn lower again in the current quarter, \"frankly we aren’t going to complain about a couple quarters at 71-72%, especially as they are driven by the company’s efforts to ramp their new platforms as quickly as possible to meet what appears to be at this point insatiable demand,\" Rasgon wrote. And he noted that the company has \"a trajectory back toward the mid 70’s as the platforms scale\" into fiscal 2026.Worried about Nvidia's Blackwell supply constraints? Look on the bright side, according to Melius Research analyst Ben Reitzes.\"We tend to like 'constraints' — since it means more sales are coming later,\" he wrote in a note to clients. The company could be setting the stage for revenue acceleration once the supply constraints ease, and margins could tick higher as well.After Nvidia's earnings, Citi analyst Atif Malik is looking ahead to January's CES conference, at which CEO Jensen Huang will share more on the company's artificial-intelligence vision during a keynote address.Malik opened a positive catalyst watch on Nvidia's stock heading into that event, \"where we expect Blackwell sales expectations to move higher and management to talk about the inference-led enterprise and robotics industrial demand inflection.\" Blackwell is Nvidia's newest chip.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373051267236096,"gmtCreate":1732106436512,"gmtModify":1732107892487,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"All these antitrust shit will not mean a thing once Trump comes onboard in less than 2 months time. MAGA!","listText":"All these antitrust shit will not mean a thing once Trump comes onboard in less than 2 months time. MAGA!","text":"All these antitrust shit will not mean a thing once Trump comes onboard in less than 2 months time. MAGA!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373051267236096","repostId":"2484630196","repostType":2,"repost":{"id":"2484630196","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1732101347,"share":"https://ttm.financial/m/news/2484630196?lang=&edition=fundamental","pubTime":"2024-11-20 19:15","market":"us","language":"en","title":"Google Prosecutors to Propose Cure for Search Monopoly","url":"https://stock-news.laohu8.com/highlight/detail?id=2484630196","media":"Reuters","summary":"Nov 20 (Reuters) - Alphabet's Google will come one step closer to a potential shakeup of its business on Wednesday, when U.S. prosecutors detail what the tech titan should do to end its online search ","content":"<html><head></head><body><p>Nov 20 (Reuters) - Alphabet&#39;s Google will come one step closer to a potential shakeup of its business on Wednesday, when U.S. prosecutors detail what the tech titan should do to end its online search monopoly.</p><p>The U.S. Department of Justice brought the case during Donald Trump&#39;s first four-year term, and won a landmark ruling in August that Google maintained an illegal monopoly in online search and related advertising.</p><p>Prosecutors have floated a range of potential remedies in the case, from ending exclusive agreements in which Google pays billions of dollars annually to Apple and other companies to remain the default search engine on tablets and smartphones, to divesting parts of its business, such as its Android operating system.</p><p>The DOJ is expected to press forward with several of those proposals on Wednesday, including one that could require Google to divest its Chrome browser, Bloomberg reported on Tuesday.</p><p>Google calls the proposal radical, and said it would harm U.S. consumers and businesses and shake American competitiveness in artificial intelligence.</p><p>Ultimately, however, Trump&#39;s election could have the greatest impact over the case. In September, Trump said he would prosecute Google for what he perceives as bias against him. But a month later, Trump questioned whether breaking up the company was a good idea.</p><p>Once in office, Trump will be able to appoint a new head of the DOJ&#39;s antitrust division who will have authority to change strategy, negotiate settlements, or withdraw from cases entirely. Trump has yet to announce a pick to helm the agency.</p><p>Google plans to appeal once U.S. District Judge Amit Mehta makes a final ruling, which he is likely to do by August 2025.</p><p>Google will have a chance to make its own proposal in December.</p><p>Mehta has scheduled a trial on the proposals for April. Whether Trump and the DOJ&#39;s next antitrust head will step in and change course in the case before then remains to be seen.</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>Google Prosecutors to Propose Cure for Search Monopoly</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\">\nGoogle Prosecutors to Propose Cure for Search Monopoly\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-11-20 19:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nov 20 (Reuters) - Alphabet&#39;s Google will come one step closer to a potential shakeup of its business on Wednesday, when U.S. prosecutors detail what the tech titan should do to end its online search monopoly.</p><p>The U.S. Department of Justice brought the case during Donald Trump&#39;s first four-year term, and won a landmark ruling in August that Google maintained an illegal monopoly in online search and related advertising.</p><p>Prosecutors have floated a range of potential remedies in the case, from ending exclusive agreements in which Google pays billions of dollars annually to Apple and other companies to remain the default search engine on tablets and smartphones, to divesting parts of its business, such as its Android operating system.</p><p>The DOJ is expected to press forward with several of those proposals on Wednesday, including one that could require Google to divest its Chrome browser, Bloomberg reported on Tuesday.</p><p>Google calls the proposal radical, and said it would harm U.S. consumers and businesses and shake American competitiveness in artificial intelligence.</p><p>Ultimately, however, Trump&#39;s election could have the greatest impact over the case. In September, Trump said he would prosecute Google for what he perceives as bias against him. But a month later, Trump questioned whether breaking up the company was a good idea.</p><p>Once in office, Trump will be able to appoint a new head of the DOJ&#39;s antitrust division who will have authority to change strategy, negotiate settlements, or withdraw from cases entirely. Trump has yet to announce a pick to helm the agency.</p><p>Google plans to appeal once U.S. District Judge Amit Mehta makes a final ruling, which he is likely to do by August 2025.</p><p>Google will have a chance to make its own proposal in December.</p><p>Mehta has scheduled a trial on the proposals for April. Whether Trump and the DOJ&#39;s next antitrust head will step in and change course in the case before then remains to be seen.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4585":"ETF&股票定投概念","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0426417589.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4503":"景林资产持仓","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4507":"流媒体概念","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2484630196","content_text":"Nov 20 (Reuters) - Alphabet's Google will come one step closer to a potential shakeup of its business on Wednesday, when U.S. prosecutors detail what the tech titan should do to end its online search monopoly.The U.S. Department of Justice brought the case during Donald Trump's first four-year term, and won a landmark ruling in August that Google maintained an illegal monopoly in online search and related advertising.Prosecutors have floated a range of potential remedies in the case, from ending exclusive agreements in which Google pays billions of dollars annually to Apple and other companies to remain the default search engine on tablets and smartphones, to divesting parts of its business, such as its Android operating system.The DOJ is expected to press forward with several of those proposals on Wednesday, including one that could require Google to divest its Chrome browser, Bloomberg reported on Tuesday.Google calls the proposal radical, and said it would harm U.S. consumers and businesses and shake American competitiveness in artificial intelligence.Ultimately, however, Trump's election could have the greatest impact over the case. In September, Trump said he would prosecute Google for what he perceives as bias against him. But a month later, Trump questioned whether breaking up the company was a good idea.Once in office, Trump will be able to appoint a new head of the DOJ's antitrust division who will have authority to change strategy, negotiate settlements, or withdraw from cases entirely. Trump has yet to announce a pick to helm the agency.Google plans to appeal once U.S. District Judge Amit Mehta makes a final ruling, which he is likely to do by August 2025.Google will have a chance to make its own proposal in December.Mehta has scheduled a trial on the proposals for April. Whether Trump and the DOJ's next antitrust head will step in and change course in the case before then remains to be seen.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299056399007776,"gmtCreate":1714022862702,"gmtModify":1714022867436,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Meta's AI capex gives a boost to companies such as Nvidia and Super Micro on their earnings prospects.","listText":"Meta's AI capex gives a boost to companies such as Nvidia and Super Micro on their earnings prospects.","text":"Meta's AI capex gives a boost to companies such as Nvidia and Super Micro on their earnings prospects.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299056399007776","repostId":"1134787563","repostType":2,"repost":{"id":"1134787563","pubTimestamp":1713995543,"share":"https://ttm.financial/m/news/1134787563?lang=&edition=fundamental","pubTime":"2024-04-25 05:52","market":"us","language":"en","title":"Meta Shares Tumble over 15% After Revenue Forecast Disappoints","url":"https://stock-news.laohu8.com/highlight/detail?id=1134787563","media":"Bloomberg","summary":"Capital expenditures will be higher than initially expectedMeta’s revenue forecast slightly lower than anticipatedMeta Platforms Inc. increased its spending estimates for the year and projected second","content":"<html><head></head><body><p>【<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221796676338758676%22,%22type%22:1%7D\" title=\"Meta 2024Q1 Earnings Conference Call\" target=\"_blank\" class=\"\">Meta 2024Q1 Earnings Conference Call</a>】</p><ul style=\"\"><li><p>The shares plunged as much as 15% as investors balked</p></li><li><p>Second-quarter revenue forecast was weaker than expected</p></li></ul><p>Meta Platforms Inc. said it will spend billions of dollars more than it previously anticipated this year as it continues to invest in artificial intelligence, raising questions about whether the company’s futuristic technological bets will eventually pay off for investors. The shares tumbled in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eb7624773a10f50cdfb9234e4a1e25f3\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>The shares dropped as much as 15% in after-hours trading. The stock had been up 39% so far this year at market close and has been trading near all-time highs for the past month, in part reflecting excitement around AI. Meta was one of the best-performing stocks among its Big Tech peers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e2798332604c3a1a61fd1ba889722da7\" title=\"\" tg-width=\"786\" tg-height=\"630\"/></p><p style=\"text-align: start;\">The Facebook parent is plowing ever more resources into artificial intelligence, which requires significant investments in computing power, while locked in an arms race with rivals from Alphabet Inc. to Microsoft Corp. for supremacy in this fast-developing technology. The Menlo Park, California-based company raised its estimates for costs for the year, and now believes capital expenditures will be $35 billion to $40 billion. Earlier, it estimated expenses related to things like servers, AI hardware and data centers would be $30 billion to $37 billion.</p><p>“We expect capital expenditures will continue to increase next year as we invest aggressively to support our ambitious AI research and product development efforts,” Chief Financial Officer Susan Li said in a statement, referring to 2025.</p><p>At the same time, the social networking company also projected second quarter sales of $36.5 billion to $39 billion, with the mid-range of that forecast less than analysts’ average estimate.</p><p style=\"text-align: start;\">Those metrics overshadowed what was otherwise a solid first quarter, with revenue of $36.5 billion, an increase of more than 27% over the same period a year ago. And profit that more than doubled to $12.4 billion.</p><p>“For all Meta’s bold AI plans, it can’t afford to take its eye off the nucleus of the business –- its core advertising activities,” Sophie Lund-Yates, an analyst at Hargreaves Lansdown, wrote in a note on Wednesday. “That doesn’t mean ignoring AI, but it does mean that spending needs to be targeted and in-line with a clear strategic view.”</p><p style=\"text-align: start;\">In the previous quarter, Meta announced a $50 billion stock buyback in addition to the company’s first-ever quarterly dividend, an effort to placate investors frustrated by the company’s aggressive spending on technologies that have yet to fully pay off. Chief Executive Officer Mark Zuckerberg has spent years plowing money into efforts to build the so-called Metaverse, a virtual world where he hopes people will one day play and work.</p><p style=\"text-align: start;\">Reality Labs, the Meta division focused on its futuristic bets, reported a loss of $3.85 billion for the first quarter, roughly the same as a year ago. That division, which also oversees VR headsets and Meta’s Ray-Ban smart glasses, reported an annual loss of more than $16 billion in 2023.</p><p style=\"text-align: start;\">But in recent months, Zuckerberg has made AI a priority, refocusing Meta on the technology after OpenAI released its ChatGPT chatbot in 2022, sparking a frenzy of competition and development among the big tech companies. Meta has started inserting AI into every facet of the business, from Instagram and Facebook to its smart glasses.</p><p>The company announced plans for a new $800 million data center in January, and is also developing its own chips for artificial intelligence services. Meta is also working on several new iterations of its large language model, known as Llama, for powering chatbots and other AI services.</p><p style=\"text-align: start;\">On a call with investors, Zuckerberg said Meta will invest “significantly” in AI-related projects. He said these investments will increase “meaningfully” before Meta sees any significant revenue from many of these new endeavors. “Smart investors” will see the long-term possibilities of this work will outweigh the short term costs, Zuckerberg said.</p><p style=\"text-align: start;\">The company reiterated its broader 2024 spending plans, saying it will shell out $96 billion to $99 billion for the calendar year, up slightly from a low-end target of $94 billion to $99 billion. It previously said that much of that would go toward infrastructure costs in addition to long-term bets on augmented and virtual reality.</p><p style=\"text-align: start;\">Meta’s mixed report comes on the same day that President Joe Biden signed a bill into law that would force TikTok’s parent company, ByteDance Ltd., to sell the popular video service or face a ban in the US. The potential elimination of a major competitor could give a boost to Meta’s advertising business since its short-video offering Reels is a clone of TikTok.</p><p style=\"text-align: start;\">Reels now makes up about 50% of the time that people spend on Instagram, Li said on a call with analysts. When asked specifically about the TikTok legislation, Li said it was too soon for the company to understand the potential impact.</p><p style=\"text-align: start;\">Meta has had a turbulent past few years, with a Covid-era bump in users and activity on the platform during lockdowns followed by a subsequent pullback in advertising in 2022. Meta also gorged on hiring when times were good, leading to some 10,000 job cuts 2023, a period Zuckerberg dubbed the “year of efficiency.”</p><p style=\"text-align: start;\">Those painful moves paved the way for the significant increase in profit the company is seeing now. First-quarter revenue was the highest ever in that period. More people are also returning to Meta’s products.</p><p>Zuckerberg said the Threads app, similar to the former Twitter and launched last July, now has more than 150 million monthly active users — including Taylor Swift.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Shares Tumble over 15% After Revenue Forecast Disappoints</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\">\nMeta Shares Tumble over 15% After Revenue Forecast Disappoints\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-25 05:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-04-24/meta-projects-higher-spending-weaker-revenue-amid-ai-push?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【Meta 2024Q1 Earnings Conference Call】The shares plunged as much as 15% as investors balkedSecond-quarter revenue forecast was weaker than expectedMeta Platforms Inc. said it will spend billions of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-04-24/meta-projects-higher-spending-weaker-revenue-amid-ai-push?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms, Inc."},"source_url":"https://www.bloomberg.com/news/articles/2024-04-24/meta-projects-higher-spending-weaker-revenue-amid-ai-push?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134787563","content_text":"【Meta 2024Q1 Earnings Conference Call】The shares plunged as much as 15% as investors balkedSecond-quarter revenue forecast was weaker than expectedMeta Platforms Inc. said it will spend billions of dollars more than it previously anticipated this year as it continues to invest in artificial intelligence, raising questions about whether the company’s futuristic technological bets will eventually pay off for investors. The shares tumbled in extended trading.The shares dropped as much as 15% in after-hours trading. The stock had been up 39% so far this year at market close and has been trading near all-time highs for the past month, in part reflecting excitement around AI. Meta was one of the best-performing stocks among its Big Tech peers.The Facebook parent is plowing ever more resources into artificial intelligence, which requires significant investments in computing power, while locked in an arms race with rivals from Alphabet Inc. to Microsoft Corp. for supremacy in this fast-developing technology. The Menlo Park, California-based company raised its estimates for costs for the year, and now believes capital expenditures will be $35 billion to $40 billion. Earlier, it estimated expenses related to things like servers, AI hardware and data centers would be $30 billion to $37 billion.“We expect capital expenditures will continue to increase next year as we invest aggressively to support our ambitious AI research and product development efforts,” Chief Financial Officer Susan Li said in a statement, referring to 2025.At the same time, the social networking company also projected second quarter sales of $36.5 billion to $39 billion, with the mid-range of that forecast less than analysts’ average estimate.Those metrics overshadowed what was otherwise a solid first quarter, with revenue of $36.5 billion, an increase of more than 27% over the same period a year ago. And profit that more than doubled to $12.4 billion.“For all Meta’s bold AI plans, it can’t afford to take its eye off the nucleus of the business –- its core advertising activities,” Sophie Lund-Yates, an analyst at Hargreaves Lansdown, wrote in a note on Wednesday. “That doesn’t mean ignoring AI, but it does mean that spending needs to be targeted and in-line with a clear strategic view.”In the previous quarter, Meta announced a $50 billion stock buyback in addition to the company’s first-ever quarterly dividend, an effort to placate investors frustrated by the company’s aggressive spending on technologies that have yet to fully pay off. Chief Executive Officer Mark Zuckerberg has spent years plowing money into efforts to build the so-called Metaverse, a virtual world where he hopes people will one day play and work.Reality Labs, the Meta division focused on its futuristic bets, reported a loss of $3.85 billion for the first quarter, roughly the same as a year ago. That division, which also oversees VR headsets and Meta’s Ray-Ban smart glasses, reported an annual loss of more than $16 billion in 2023.But in recent months, Zuckerberg has made AI a priority, refocusing Meta on the technology after OpenAI released its ChatGPT chatbot in 2022, sparking a frenzy of competition and development among the big tech companies. Meta has started inserting AI into every facet of the business, from Instagram and Facebook to its smart glasses.The company announced plans for a new $800 million data center in January, and is also developing its own chips for artificial intelligence services. Meta is also working on several new iterations of its large language model, known as Llama, for powering chatbots and other AI services.On a call with investors, Zuckerberg said Meta will invest “significantly” in AI-related projects. He said these investments will increase “meaningfully” before Meta sees any significant revenue from many of these new endeavors. “Smart investors” will see the long-term possibilities of this work will outweigh the short term costs, Zuckerberg said.The company reiterated its broader 2024 spending plans, saying it will shell out $96 billion to $99 billion for the calendar year, up slightly from a low-end target of $94 billion to $99 billion. It previously said that much of that would go toward infrastructure costs in addition to long-term bets on augmented and virtual reality.Meta’s mixed report comes on the same day that President Joe Biden signed a bill into law that would force TikTok’s parent company, ByteDance Ltd., to sell the popular video service or face a ban in the US. The potential elimination of a major competitor could give a boost to Meta’s advertising business since its short-video offering Reels is a clone of TikTok.Reels now makes up about 50% of the time that people spend on Instagram, Li said on a call with analysts. When asked specifically about the TikTok legislation, Li said it was too soon for the company to understand the potential impact.Meta has had a turbulent past few years, with a Covid-era bump in users and activity on the platform during lockdowns followed by a subsequent pullback in advertising in 2022. Meta also gorged on hiring when times were good, leading to some 10,000 job cuts 2023, a period Zuckerberg dubbed the “year of efficiency.”Those painful moves paved the way for the significant increase in profit the company is seeing now. First-quarter revenue was the highest ever in that period. More people are also returning to Meta’s products.Zuckerberg said the Threads app, similar to the former Twitter and launched last July, now has more than 150 million monthly active users — including Taylor Swift.","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":289929431408832,"gmtCreate":1711790183191,"gmtModify":1711790187739,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"It's a good quarter for me.","listText":"It's a good quarter for me.","text":"It's a good quarter for me.","images":[{"img":"https://community-static.tradeup.com/news/88a91da9ef3440dd89f9a2771386d891","width":"746","height":"1323"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/289929431408832","isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4165778538396772","authorId":"4165778538396772","name":"Treetrader","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"idStr":"4165778538396772","authorIdStr":"4165778538396772"},"content":"wow. SMCI and NVDIA?","text":"wow. SMCI and NVDIA?","html":"wow. SMCI and NVDIA?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":287126373765200,"gmtCreate":1711121882108,"gmtModify":1711121886702,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Every country has a yearly defense budget. Now there will be a sovereign AI budget for each country.","listText":"Every country has a yearly defense budget. Now there will be a sovereign AI budget for each country.","text":"Every country has a yearly defense budget. Now there will be a sovereign AI budget for each country.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/287126373765200","repostId":"1143908313","repostType":4,"repost":{"id":"1143908313","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1711120343,"share":"https://ttm.financial/m/news/1143908313?lang=&edition=fundamental","pubTime":"2024-03-22 23:12","market":"us","language":"en","title":"Nvidia Stock Rises. It Needs to Look Beyond the U.S. for Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1143908313","media":"Dow Jones","summary":"Nvidia stock was climbing Friday following the conclusion of its GTC developer event.The chip maker’s announcements got rave reviews from Wall Street but the market seems to be waiting for signs of fu","content":"<html><head></head><body><p>Nvidia stock was climbing Friday following the conclusion of its GTC developer event. The chip maker’s announcements got rave reviews from Wall Street but the market seems to be waiting for signs of further growth, which could come from outside the U.S.</p><p style=\"text-align: start;\">Nvidia shares were up 2% on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/021733ef08c5e40532aaa114797ee1b6\" tg-width=\"804\" tg-height=\"625\"/></p><p>Nvidia stock closed up 1.2% at $914.35 on Thursday, meaning it gained just more than 4% over the duration of its developer event, where it unveiled its new range of Blackwell chips. </p><p>Updates from Wall Street in the wake of the event were still trickling in at the end of the week. UBS analyst Timothy Arcuri raised his target price on the stock to $1,100 from $800, keeping a Buy rating. </p><p>“Following the Blackwell launch … we believe Nvidia sits on the cusp of an entirely new wave of demand from global enterprises and sovereigns — with each sovereign potentially as big as a large U.S. cloud customer,” Arcuri wrote in a research note Thursday. </p><p>Nvidia CEO Jensen Huang repeatedly has suggested each country will need to build its own artificial-intelligence infrastructure, supporting the company’s continued growth even if U.S. technology companies eventually slow their purchases of its hardware. UBS’s Arcuri said any near-term weakness in Nvidia stock could be an attractive buying opportunity, with more revenue growth coming in 2025.</p><p>Among other chip makers, Advanced Micro Devices was down 1.7% on Friday and Intel was down 0.3%.</p><p>Nvidia shares have risen 85% this year through to Thursday’s close. That compares with a 9.9% increase in the S&amp;P 500 index and a 9.3% gain in the Nasdaq Composite over the same period. </p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Rises. It Needs to Look Beyond the U.S. for Growth</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Rises. It Needs to Look Beyond the U.S. for Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-03-22 23:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia stock was climbing Friday following the conclusion of its GTC developer event. The chip maker’s announcements got rave reviews from Wall Street but the market seems to be waiting for signs of further growth, which could come from outside the U.S.</p><p style=\"text-align: start;\">Nvidia shares were up 2% on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/021733ef08c5e40532aaa114797ee1b6\" tg-width=\"804\" tg-height=\"625\"/></p><p>Nvidia stock closed up 1.2% at $914.35 on Thursday, meaning it gained just more than 4% over the duration of its developer event, where it unveiled its new range of Blackwell chips. </p><p>Updates from Wall Street in the wake of the event were still trickling in at the end of the week. UBS analyst Timothy Arcuri raised his target price on the stock to $1,100 from $800, keeping a Buy rating. </p><p>“Following the Blackwell launch … we believe Nvidia sits on the cusp of an entirely new wave of demand from global enterprises and sovereigns — with each sovereign potentially as big as a large U.S. cloud customer,” Arcuri wrote in a research note Thursday. </p><p>Nvidia CEO Jensen Huang repeatedly has suggested each country will need to build its own artificial-intelligence infrastructure, supporting the company’s continued growth even if U.S. technology companies eventually slow their purchases of its hardware. UBS’s Arcuri said any near-term weakness in Nvidia stock could be an attractive buying opportunity, with more revenue growth coming in 2025.</p><p>Among other chip makers, Advanced Micro Devices was down 1.7% on Friday and Intel was down 0.3%.</p><p>Nvidia shares have risen 85% this year through to Thursday’s close. That compares with a 9.9% increase in the S&amp;P 500 index and a 9.3% gain in the Nasdaq Composite over the same period. </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143908313","content_text":"Nvidia stock was climbing Friday following the conclusion of its GTC developer event. The chip maker’s announcements got rave reviews from Wall Street but the market seems to be waiting for signs of further growth, which could come from outside the U.S.Nvidia shares were up 2% on Friday.Nvidia stock closed up 1.2% at $914.35 on Thursday, meaning it gained just more than 4% over the duration of its developer event, where it unveiled its new range of Blackwell chips. Updates from Wall Street in the wake of the event were still trickling in at the end of the week. UBS analyst Timothy Arcuri raised his target price on the stock to $1,100 from $800, keeping a Buy rating. “Following the Blackwell launch … we believe Nvidia sits on the cusp of an entirely new wave of demand from global enterprises and sovereigns — with each sovereign potentially as big as a large U.S. cloud customer,” Arcuri wrote in a research note Thursday. Nvidia CEO Jensen Huang repeatedly has suggested each country will need to build its own artificial-intelligence infrastructure, supporting the company’s continued growth even if U.S. technology companies eventually slow their purchases of its hardware. UBS’s Arcuri said any near-term weakness in Nvidia stock could be an attractive buying opportunity, with more revenue growth coming in 2025.Among other chip makers, Advanced Micro Devices was down 1.7% on Friday and Intel was down 0.3%.Nvidia shares have risen 85% this year through to Thursday’s close. That compares with a 9.9% increase in the S&P 500 index and a 9.3% gain in the Nasdaq Composite over the same period.","news_type":1},"isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":309024970641736,"gmtCreate":1716473366106,"gmtModify":1716473369067,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a>&nbsp;","text":"$NVIDIA Corp(NVDA)$","images":[{"img":"https://community-static.tradeup.com/news/e232a0f1d10128efde0352ae7480119f","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/309024970641736","isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":282273221382152,"gmtCreate":1709942951841,"gmtModify":1709951851300,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Wah piang eh!","listText":"Wah piang eh!","text":"Wah piang eh!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/282273221382152","repostId":"1119243614","repostType":4,"repost":{"id":"1119243614","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1709940600,"share":"https://ttm.financial/m/news/1119243614?lang=&edition=fundamental","pubTime":"2024-03-09 07:30","market":"us","language":"en","title":"Nvidia Sheds $128 Billion in Market Cap, Its Largest on Record","url":"https://stock-news.laohu8.com/highlight/detail?id=1119243614","media":"Dow Jones","summary":"Nvidia shed $128 billion in market cap on Friday, the largest drop on record for the company.Nvidia helped push the S&P 500 to a new record close Thursday.Shares of the semiconductor maker fell 5.6% t","content":"<html><head></head><body><p>Nvidia shed $128 billion in market cap on Friday, the largest drop on record for the company.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dcfa9bd913385b8a8f0825b5f437a6c8\" title=\"Nvidia helped push the S&amp;P 500 to a new record close Thursday.\" tg-width=\"922\" tg-height=\"495\"/><span>Nvidia helped push the S&amp;P 500 to a new record close Thursday.</span></p><p style=\"text-align: start;\">Shares of the semiconductor maker fell 5.6% to $875.28 on Friday, erasing gains it had notched earlier in the session. It was the largest percentage decrease for shares since May 31, 2023, when they fell 5.7%. The drop comes a day after Nvidia helped push the S&amp;P 500 to a new closing high.</p><p>Friday’s performance snaps a six-day winning streak for Nvidia stock and pauses a spectacular run that has seen shares quadruple in value over the past 12 months.</p><p>Nvidia’s market value now stands at $2.188 trillion. The company ended Thursday at $2.317 trillion.</p><p>Wedbush Securities analyst Matthew Bryson, who rates Nvidia as a Buy, told <em>Barron’s</em> that Nvidia’s fall came as chip names dropped across the board. “It’s broader than Nvidia,” he said.</p><p>Broadcom managed to beat earnings expectations Thursday, but shares nevertheless fell after investors were disappointed with the outlook. Broadcom closed down 7%. The stock his up 17% this year.</p><p>Marvell Technology also presented a weaker-than-expected outlook on Thursday after fourth-quarter earnings matched Wall Street estimates. Marvell shares fell 11%.</p><p>Advanced Micro Devices declined 1.9%, while Intel dropped 4.7%.</p><p>Nvidia shares have risen 76% this year. That compares with a 7.4% jump in the S&amp;P 500 and an increase of 7.2% for the Nasdaq Composite.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Sheds $128 Billion in Market Cap, Its Largest on Record</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Sheds $128 Billion in Market Cap, Its Largest on Record\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-03-09 07:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia shed $128 billion in market cap on Friday, the largest drop on record for the company.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dcfa9bd913385b8a8f0825b5f437a6c8\" title=\"Nvidia helped push the S&amp;P 500 to a new record close Thursday.\" tg-width=\"922\" tg-height=\"495\"/><span>Nvidia helped push the S&amp;P 500 to a new record close Thursday.</span></p><p style=\"text-align: start;\">Shares of the semiconductor maker fell 5.6% to $875.28 on Friday, erasing gains it had notched earlier in the session. It was the largest percentage decrease for shares since May 31, 2023, when they fell 5.7%. The drop comes a day after Nvidia helped push the S&amp;P 500 to a new closing high.</p><p>Friday’s performance snaps a six-day winning streak for Nvidia stock and pauses a spectacular run that has seen shares quadruple in value over the past 12 months.</p><p>Nvidia’s market value now stands at $2.188 trillion. The company ended Thursday at $2.317 trillion.</p><p>Wedbush Securities analyst Matthew Bryson, who rates Nvidia as a Buy, told <em>Barron’s</em> that Nvidia’s fall came as chip names dropped across the board. “It’s broader than Nvidia,” he said.</p><p>Broadcom managed to beat earnings expectations Thursday, but shares nevertheless fell after investors were disappointed with the outlook. Broadcom closed down 7%. The stock his up 17% this year.</p><p>Marvell Technology also presented a weaker-than-expected outlook on Thursday after fourth-quarter earnings matched Wall Street estimates. Marvell shares fell 11%.</p><p>Advanced Micro Devices declined 1.9%, while Intel dropped 4.7%.</p><p>Nvidia shares have risen 76% this year. That compares with a 7.4% jump in the S&amp;P 500 and an increase of 7.2% for the Nasdaq Composite.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119243614","content_text":"Nvidia shed $128 billion in market cap on Friday, the largest drop on record for the company.Nvidia helped push the S&P 500 to a new record close Thursday.Shares of the semiconductor maker fell 5.6% to $875.28 on Friday, erasing gains it had notched earlier in the session. It was the largest percentage decrease for shares since May 31, 2023, when they fell 5.7%. The drop comes a day after Nvidia helped push the S&P 500 to a new closing high.Friday’s performance snaps a six-day winning streak for Nvidia stock and pauses a spectacular run that has seen shares quadruple in value over the past 12 months.Nvidia’s market value now stands at $2.188 trillion. The company ended Thursday at $2.317 trillion.Wedbush Securities analyst Matthew Bryson, who rates Nvidia as a Buy, told Barron’s that Nvidia’s fall came as chip names dropped across the board. “It’s broader than Nvidia,” he said.Broadcom managed to beat earnings expectations Thursday, but shares nevertheless fell after investors were disappointed with the outlook. Broadcom closed down 7%. The stock his up 17% this year.Marvell Technology also presented a weaker-than-expected outlook on Thursday after fourth-quarter earnings matched Wall Street estimates. Marvell shares fell 11%.Advanced Micro Devices declined 1.9%, while Intel dropped 4.7%.Nvidia shares have risen 76% this year. That compares with a 7.4% jump in the S&P 500 and an increase of 7.2% for the Nasdaq Composite.","news_type":1},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366363510444264,"gmtCreate":1730452634070,"gmtModify":1730452637798,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Continue to short this s.o.b.","listText":"Continue to short this s.o.b.","text":"Continue to short this s.o.b.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366363510444264","repostId":"1188152042","repostType":4,"repost":{"id":"1188152042","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":1730452458,"share":"https://ttm.financial/m/news/1188152042?lang=&edition=fundamental","pubTime":"2024-11-01 17:14","market":"us","language":"en","title":"Super Micro Computer Falls 5% on Auditor Resignation, Delisting Risks","url":"https://stock-news.laohu8.com/highlight/detail?id=1188152042","media":"Tiger Newspress","summary":"Super Micro Stock Continues to Fall 5% Premarket on Auditor Resignation Shares fell 16% on Thursday, building on the previous session’s slump of about 33%. The week’s selloff came after Ernst & Young LLP resigned as the company’s auditor, citing concerns about governance and transparency.The stock had previously risen more than 300% to hit a peak in March of this year, making it one of the most prominent winners of investments in infrastructure related to artificial intelligence. It has now lost","content":"<html><head></head><body><p>Super Micro stock continued to fall 5% in premarket trading on auditor resignation. Shares fell 16% on Thursday, building on the Wednesday session’s slump of about 33%. The week’s selloff came after Ernst &amp; Young LLP resigned as the company’s auditor, citing concerns about governance and transparency.</p><p>The auditor&#39;s resignation has raised significant doubts about SMCI&#39;s ability to comply with Nasdaq&#39;s listing requirements, as the company faces a November 16 deadline to regain compliance or risk potential delisting.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/082bc8702bf2887da47f9a91209f6a18\" title=\"\" tg-width=\"784\" tg-height=\"618\"/></p><p>The stock had previously risen more than 300% to hit a peak in March of this year, making it one of the most prominent winners of investments in infrastructure related to artificial intelligence. It has now lost all of that advance, tumbling by more than 75% since the March peak.</p><p>The auditor news is the latest red flag for the stock. Earlier this year, a short seller alleged accounting problems at Super Micro, and the company subsequently delayed a 10-K filing, saying it needed more time to assess its internal controls.</p><p>Argus Research downgraded the stock to hold from buy on Thursday, writing that the company’s loss of its auditing firm and a US Department of Justice probe “mean that the stock no longer trades on fundamentals.”</p><p style=\"text-align: start;\">Still, analyst Jim Kelleher remains positive on the company’s long-term prospects, and “will look to get SMCI back on the BUY list once the company engages with a new accounting firm, becomes timely on its filings, and resolves all matters before the DoJ.”</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 Computer Falls 5% on Auditor Resignation, Delisting Risks</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 Computer Falls 5% on Auditor Resignation, Delisting Risks\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\">2024-11-01 17:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Super Micro stock continued to fall 5% in premarket trading on auditor resignation. Shares fell 16% on Thursday, building on the Wednesday session’s slump of about 33%. The week’s selloff came after Ernst &amp; Young LLP resigned as the company’s auditor, citing concerns about governance and transparency.</p><p>The auditor&#39;s resignation has raised significant doubts about SMCI&#39;s ability to comply with Nasdaq&#39;s listing requirements, as the company faces a November 16 deadline to regain compliance or risk potential delisting.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/082bc8702bf2887da47f9a91209f6a18\" title=\"\" tg-width=\"784\" tg-height=\"618\"/></p><p>The stock had previously risen more than 300% to hit a peak in March of this year, making it one of the most prominent winners of investments in infrastructure related to artificial intelligence. It has now lost all of that advance, tumbling by more than 75% since the March peak.</p><p>The auditor news is the latest red flag for the stock. Earlier this year, a short seller alleged accounting problems at Super Micro, and the company subsequently delayed a 10-K filing, saying it needed more time to assess its internal controls.</p><p>Argus Research downgraded the stock to hold from buy on Thursday, writing that the company’s loss of its auditing firm and a US Department of Justice probe “mean that the stock no longer trades on fundamentals.”</p><p style=\"text-align: start;\">Still, analyst Jim Kelleher remains positive on the company’s long-term prospects, and “will look to get SMCI back on the BUY list once the company engages with a new accounting firm, becomes timely on its filings, and resolves all matters before the DoJ.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188152042","content_text":"Super Micro stock continued to fall 5% in premarket trading on auditor resignation. Shares fell 16% on Thursday, building on the Wednesday session’s slump of about 33%. The week’s selloff came after Ernst & Young LLP resigned as the company’s auditor, citing concerns about governance and transparency.The auditor's resignation has raised significant doubts about SMCI's ability to comply with Nasdaq's listing requirements, as the company faces a November 16 deadline to regain compliance or risk potential delisting.The stock had previously risen more than 300% to hit a peak in March of this year, making it one of the most prominent winners of investments in infrastructure related to artificial intelligence. It has now lost all of that advance, tumbling by more than 75% since the March peak.The auditor news is the latest red flag for the stock. Earlier this year, a short seller alleged accounting problems at Super Micro, and the company subsequently delayed a 10-K filing, saying it needed more time to assess its internal controls.Argus Research downgraded the stock to hold from buy on Thursday, writing that the company’s loss of its auditing firm and a US Department of Justice probe “mean that the stock no longer trades on fundamentals.”Still, analyst Jim Kelleher remains positive on the company’s long-term prospects, and “will look to get SMCI back on the BUY list once the company engages with a new accounting firm, becomes timely on its filings, and resolves all matters before the DoJ.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358526900928712,"gmtCreate":1728539308134,"gmtModify":1728539311946,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"And now they have to buy them back.","listText":"And now they have to buy them back.","text":"And now they have to buy them back.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358526900928712","repostId":"1105118331","repostType":4,"repost":{"id":"1105118331","pubTimestamp":1728538786,"share":"https://ttm.financial/m/news/1105118331?lang=&edition=fundamental","pubTime":"2024-10-10 13:39","market":"us","language":"en","title":"Hedge Funds Sold Record Chinese Stocks on Tuesday, Goldman Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1105118331","media":"Bloomberg","summary":"Managers sold longs and added to shorts, according to noteTraders returned from weeklong holiday to volatile marketHedge funds sold a record amount of Chinese shares on Tuesday after a weeklong holida","content":"<html><head></head><body><ul style=\"\"><li><p>Managers sold longs and added to shorts, according to note</p></li><li><p>Traders returned from weeklong holiday to volatile market</p></li></ul><p>Hedge funds sold a record amount of Chinese shares on Tuesday after a weeklong holiday that lacked more major stimulus, according to a Goldman Sachs Group Inc. trader note.</p><p style=\"text-align: start;\">“Hedge funds not only unwound their long positions but added shorts to their books as well, with long sells being double the amount of short sells,” according to the note dated Thursday.</p><p style=\"text-align: start;\">The biggest-ever daily withdrawal by hedge funds added to volatility in the market on Tuesday, as traders returned from the Golden Week holiday. The National Development and Reform Commission’s failure to deliver on market expectations for more major stimulus led to wild swings and record turnover on the mainland as well as in Hong Kong.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d8c68df87eb04ab0fbe9f2288a9ae6d\" tg-width=\"1200\" tg-height=\"675\"/></p><p>The CSI 300 Index started up 11% on Tuesday, then nearly erased those gains and ended up closing 5.9% higher. In Hong Kong, small losses snowballed into a 9.4% drop. Three-quarters of hedge funds’ selling was in A-shares, with the remainder Hong Kong-listed stocks, the Goldman note said.</p><p>Hot money’s selling stands in contrast to growing optimism about Chinese equities, with Beijing’s recent stimulus blitz causing a flurry of upgrades from global strategists including those at BlackRock Inc. and Goldman Sachs. The CSI 300 remains more than 25% above a low reached in September even as volatility has increased.</p><p style=\"text-align: start;\">Traders now await the outcome of the government’s planned briefing on fiscal policy due Saturday.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hedge Funds Sold Record Chinese Stocks on Tuesday, Goldman 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; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHedge Funds Sold Record Chinese Stocks on Tuesday, Goldman Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-10 13:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-10-10/hedge-funds-sold-record-chinese-stocks-on-tuesday-goldman-says?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Managers sold longs and added to shorts, according to noteTraders returned from weeklong holiday to volatile marketHedge funds sold a record amount of Chinese shares on Tuesday after a weeklong ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-10/hedge-funds-sold-record-chinese-stocks-on-tuesday-goldman-says?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","000300.SH":"沪深300","000001.SH":"上证指数"},"source_url":"https://www.bloomberg.com/news/articles/2024-10-10/hedge-funds-sold-record-chinese-stocks-on-tuesday-goldman-says?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105118331","content_text":"Managers sold longs and added to shorts, according to noteTraders returned from weeklong holiday to volatile marketHedge funds sold a record amount of Chinese shares on Tuesday after a weeklong holiday that lacked more major stimulus, according to a Goldman Sachs Group Inc. trader note.“Hedge funds not only unwound their long positions but added shorts to their books as well, with long sells being double the amount of short sells,” according to the note dated Thursday.The biggest-ever daily withdrawal by hedge funds added to volatility in the market on Tuesday, as traders returned from the Golden Week holiday. The National Development and Reform Commission’s failure to deliver on market expectations for more major stimulus led to wild swings and record turnover on the mainland as well as in Hong Kong.The CSI 300 Index started up 11% on Tuesday, then nearly erased those gains and ended up closing 5.9% higher. In Hong Kong, small losses snowballed into a 9.4% drop. Three-quarters of hedge funds’ selling was in A-shares, with the remainder Hong Kong-listed stocks, the Goldman note said.Hot money’s selling stands in contrast to growing optimism about Chinese equities, with Beijing’s recent stimulus blitz causing a flurry of upgrades from global strategists including those at BlackRock Inc. and Goldman Sachs. The CSI 300 remains more than 25% above a low reached in September even as volatility has increased.Traders now await the outcome of the government’s planned briefing on fiscal policy due Saturday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358527099351160,"gmtCreate":1728539268611,"gmtModify":1728539272307,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"And once they have to buy them back.","listText":"And once they have to buy them back.","text":"And once they have to buy them back.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358527099351160","repostId":"1105118331","repostType":4,"repost":{"id":"1105118331","pubTimestamp":1728538786,"share":"https://ttm.financial/m/news/1105118331?lang=&edition=fundamental","pubTime":"2024-10-10 13:39","market":"us","language":"en","title":"Hedge Funds Sold Record Chinese Stocks on Tuesday, Goldman Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1105118331","media":"Bloomberg","summary":"Managers sold longs and added to shorts, according to noteTraders returned from weeklong holiday to volatile marketHedge funds sold a record amount of Chinese shares on Tuesday after a weeklong holida","content":"<html><head></head><body><ul style=\"\"><li><p>Managers sold longs and added to shorts, according to note</p></li><li><p>Traders returned from weeklong holiday to volatile market</p></li></ul><p>Hedge funds sold a record amount of Chinese shares on Tuesday after a weeklong holiday that lacked more major stimulus, according to a Goldman Sachs Group Inc. trader note.</p><p style=\"text-align: start;\">“Hedge funds not only unwound their long positions but added shorts to their books as well, with long sells being double the amount of short sells,” according to the note dated Thursday.</p><p style=\"text-align: start;\">The biggest-ever daily withdrawal by hedge funds added to volatility in the market on Tuesday, as traders returned from the Golden Week holiday. The National Development and Reform Commission’s failure to deliver on market expectations for more major stimulus led to wild swings and record turnover on the mainland as well as in Hong Kong.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d8c68df87eb04ab0fbe9f2288a9ae6d\" tg-width=\"1200\" tg-height=\"675\"/></p><p>The CSI 300 Index started up 11% on Tuesday, then nearly erased those gains and ended up closing 5.9% higher. In Hong Kong, small losses snowballed into a 9.4% drop. Three-quarters of hedge funds’ selling was in A-shares, with the remainder Hong Kong-listed stocks, the Goldman note said.</p><p>Hot money’s selling stands in contrast to growing optimism about Chinese equities, with Beijing’s recent stimulus blitz causing a flurry of upgrades from global strategists including those at BlackRock Inc. and Goldman Sachs. The CSI 300 remains more than 25% above a low reached in September even as volatility has increased.</p><p style=\"text-align: start;\">Traders now await the outcome of the government’s planned briefing on fiscal policy due Saturday.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hedge Funds Sold Record Chinese Stocks on Tuesday, Goldman 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\">\nHedge Funds Sold Record Chinese Stocks on Tuesday, Goldman Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-10 13:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-10-10/hedge-funds-sold-record-chinese-stocks-on-tuesday-goldman-says?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Managers sold longs and added to shorts, according to noteTraders returned from weeklong holiday to volatile marketHedge funds sold a record amount of Chinese shares on Tuesday after a weeklong ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-10/hedge-funds-sold-record-chinese-stocks-on-tuesday-goldman-says?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","000300.SH":"沪深300","000001.SH":"上证指数"},"source_url":"https://www.bloomberg.com/news/articles/2024-10-10/hedge-funds-sold-record-chinese-stocks-on-tuesday-goldman-says?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105118331","content_text":"Managers sold longs and added to shorts, according to noteTraders returned from weeklong holiday to volatile marketHedge funds sold a record amount of Chinese shares on Tuesday after a weeklong holiday that lacked more major stimulus, according to a Goldman Sachs Group Inc. trader note.“Hedge funds not only unwound their long positions but added shorts to their books as well, with long sells being double the amount of short sells,” according to the note dated Thursday.The biggest-ever daily withdrawal by hedge funds added to volatility in the market on Tuesday, as traders returned from the Golden Week holiday. The National Development and Reform Commission’s failure to deliver on market expectations for more major stimulus led to wild swings and record turnover on the mainland as well as in Hong Kong.The CSI 300 Index started up 11% on Tuesday, then nearly erased those gains and ended up closing 5.9% higher. In Hong Kong, small losses snowballed into a 9.4% drop. Three-quarters of hedge funds’ selling was in A-shares, with the remainder Hong Kong-listed stocks, the Goldman note said.Hot money’s selling stands in contrast to growing optimism about Chinese equities, with Beijing’s recent stimulus blitz causing a flurry of upgrades from global strategists including those at BlackRock Inc. and Goldman Sachs. The CSI 300 remains more than 25% above a low reached in September even as volatility has increased.Traders now await the outcome of the government’s planned briefing on fiscal policy due Saturday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":352844674171008,"gmtCreate":1727152825446,"gmtModify":1727154041593,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"On 23 September you wrote Micron ratings upgrade and down 2 days later it is a downgrade. Wtf, make up your mind.","listText":"On 23 September you wrote Micron ratings upgrade and down 2 days later it is a downgrade. Wtf, make up your mind.","text":"On 23 September you wrote Micron ratings upgrade and down 2 days later it is a downgrade. Wtf, make up your mind.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/352844674171008","repostId":"2469016151","repostType":2,"repost":{"id":"2469016151","pubTimestamp":1727148417,"share":"https://ttm.financial/m/news/2469016151?lang=&edition=fundamental","pubTime":"2024-09-24 11:26","market":"nz","language":"en","title":"Micron Q4 Preview: Big Quarter With Blackwell Delays (Rating Downgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2469016151","media":"seekingalpha","summary":"Micron Technology, Inc.'s stock is downgraded to “hold” in my opinion due toNvidia's Blackwell chip delays and concerns about cash flow and compressed margins.Despite strong AI demand, Micron's financ","content":"<html><head></head><body><ul style=\"\"><li><p>Micron Technology, Inc.&#39;s stock is downgraded to “hold” in my opinion due to Nvidia&#39;s Blackwell chip delays and concerns about cash flow and compressed margins.</p></li><li><p>Despite strong AI demand, Micron&#39;s financial pressures and Nvidia&#39;s delays create uncertainty, making the upcoming earnings report crucial for the future outlook.</p></li><li><p>In the long term, Micron is poised for growth with AI-driven demand for high-performance memory chips, but near-term risks and cyclical industry concerns remain.</p></li><li><p>Investors should watch for management&#39;s qualitative data on Nvidia orders during the earnings call to gauge the impact on Micron&#39;s short-term performance.</p></li></ul><h2 id=\"id_2650761663\">Investment Thesis</h2><p><strong>Micron Technology, Inc.</strong> (NASDAQ:MU) shares have fallen 28.26% since my last write-up in early July, driven mainly by investor concerns around cash flow and compressed margins after their last earnings call.</p><p>In their fiscal Q3 earnings call, management revealed that both metrics were under pressure, even as NVIDIA Corporation (NVDA) continued to see massive demand for AI chips. To counter this, Micron&#39;s CEO Sanjay Mehrotra clarified that the company remains highly focused on continuing to ramp up their production and improve their yields. While cash flow missed and margins were compressed, this is not the reason I have downgraded from a &#34;buy&#34; to a &#34;hold.&#34;</p><p>Micron&#39;s growth strategy in a big way revolves around supplying high-bandwidth memory (HBM) products to Nvidia&#39;s next-generation Blackwell chips used in AI applications. Management noted on their last earnings call that advanced AI chips (like Blackwell) are a big use case for HBM DRAM architecture.</p><p>The company has already begun mass production of the HBM3E, kicking off earlier this year, which the market anticipates will get featured prominently in Nvidia&#39;s H200 GPUs.</p><p>However, Nvidia&#39;s delays with their Blackwell chip lineup put a cloud over a big source of future HBM demand. Already, analysts have cut their estimates for server maker Dell Technologies Inc. (DELL) on the back of Blackwell delays. In essence, these delays are real. And the impact is tangible.</p><p>Given this backdrop, I now view Micron shares as a hold rather than a by going into the quarter. I believe the current quarter will be important, since it&#39;ll likely determine whether Nvidia&#39;s delays and Micron&#39;s financial pressures around margins and cash flow will result in further weakness.</p><h2 id=\"id_4240465757\">Why I&#39;m Doing Follow-up Coverage</h2><p>Micron is one of the leading players in the memory and storage industry due to their powerful, bleeding-edge memory products that are key to the future of AI. Their impressive portfolio of solutions around DRAM, NAND flash memory, and more recently, the advanced HBM3E memory used in AI high-performance computing applications means their tech is the foundation for the future of AI.</p><p>The company&#39;s collaboration with AI leaders such as Nvidia has offered a lot of confidence to investors, especially when they sold out their entire HBM3E supply for 2024 after Nvidia announced their original production plans.</p><p>Chief Business Officer Sumit Sadana said in an interview in June:</p><blockquote><p>We are very optimistic because after Nvidia, Micron has a bigger exposure to AI growth than perhaps any other semiconductor company</p></blockquote><p>They are more than just a supplier to Nvidia, they are a problem solver as the company is incorporating power-efficient designs into their products to address growing concerns around data center energy consumption (this is a big concern from Nvidia customers).</p><p>As CEO Mehrotra noted at a recent conference:</p><blockquote><p>When we look ahead at 2025, we see HBM consuming around 6% of the industry bits and industry TAM in 2025 greater than $25 billion. So it&#39;s an exciting market. Micron is well-positioned with our HBM product. And HBM has -- given the 3:1 trade ratio that is there with HBM, it has the impact on tightening the supply market and providing a ripple effect on pricing for non-HBM market as well. So, we see a healthy demand-supply environment in 2025 and we see a healthy pricing environment in 2025 as well leading to our projection of substantial revenue record and robust profitability in 2025.</p><p>HBM4E that enables us to bring potentially more -- some of the customer logic into the HBM product solution. Keep in mind that HBM solution consists of a stack of eight or 12, as Manish has discussed, memory die and then there is a base die, which is the logic die. And in that base die opportunity with HBM4, 4E kind of solutions where you can bring customer logic into the base die. And that brings memory and logic closer together and that&#39;s goodness in terms of driving performance in terms of driving power efficiency.</p><p>So working closely with the customers and we are working on those kinds of solutions right now, and these are -- customization opportunities are with HBM4E. We are working closely in terms of defining the architecture and the features related to this. And absolutely it is an opportunity that gives us customization opportunities, which really brings even greater value to the customers -Mehrotra.</p></blockquote><p>In essence, Nvidia&#39;s relationship with Micron is a cornerstone of the future of Micron.</p><p>This is the reason I am doing follow-up coverage. Because when Nvidia faces a delay, Micron gets impacted. We&#39;re about to find out how much they&#39;ve been impacted.</p><h2 id=\"id_7572674\">Q4 Preview</h2><p>As the company approaches their FY Q4 earnings report on Wednesday, September 25th after the bell, Wall Street analysts expect the company to post EPS of $1.11 on revenues of approximately $7.64 billion. Estimates represent 90.49% YoY growth in sales.</p><p>Earnings will be crucial for addressing the concerns I (and other analysts) raised after their Q3 report, when their operating cash flow fell short by 23.5%, coming in at $2.48 billion versus the expected $3.24 billion.</p><p>Despite a jump in revenue (both then and expected now), driven by growing AI demand and a strong partnership with Nvidia, cash flow lagged, driven by a heavy investment cycle.</p><p>Last quarter, they posted a gross margin of 28%, which marked an 8-percentage-point improvement sequentially, driven by better pricing and product mix.</p><p>To be honest, I think there is a chance that analyst estimates are running high this quarter. Over the last 3 months, we&#39;ve seen 26 upward EPS revisions and 27 upward revenue revisions. That&#39;s really bullish, even when one of their main customers is signaling that they&#39;re going to be late taking orders for HBM memory chips.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/719cef881798fde8612ae17d3566c30c\" tg-width=\"1280\" tg-height=\"214\"/></p><p>EPS Revisions (Seeking Alpha)</p><p></p><p>For this upcoming quarter alone, we&#39;ve seen 17 upward EPS revisions and 15 upward revenue revisions.</p><h2 id=\"id_774002084\">What I&#39;m Looking For</h2><p>Personally, the delays with Nvidia&#39;s Blackwell chips are what the market really should be weighing. As I mentioned, pushing the release of the Blackwell chips into early 2025 is a problem for Nvidia and their suppliers, including Micron. This is the elephant in the room.</p><p>For me, I like it when management is explicit. I&#39;m looking for management on Micron&#39;s upcoming earnings call to offer strong qualitative data indicating that orders from Nvidia have not slowed, but have accelerated. Micron is spending big to build out infrastructure for their new memory customers (hence the lower cash flow last quarter). Those customers need to order, take delivery, and pay for their HBM chips.</p><p>For this reason, I am not going to estimate a fair value of Micron&#39;s stock going into the quarter (as I have before and after previous earnings calls this year). The Nvidia delay is a big question mark. I am not going to make too many assumptions with a big question overhanging the stock.</p><h2 id=\"id_2192271193\">Bull Thesis</h2><p>To be clear, over the long run, I am really optimistic about Micron. Earnings expectations for Micron over the next three to five years are extremely bullish (and I think rightfully so).</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2feb894d1cd522eded03c97152cf4d99\" tg-width=\"1280\" tg-height=\"266\"/></p><p>Forward EPS Estimates (Seeking Alpha)</p><p></p><p>Analysts project significant growth, with EPS estimates jumping from $1.23 in FY 2024 to $12.16 by FY 2026, driven by strong demand for high-performance memory chips used in AI applications (Blackwell revenue will show up at some point).</p><p>Revenues are expected to surge as well, growing from $25.37 billion in 2024 to $44.3 billion by 2026, as a result of their link to the AI megatrend, and the development of AI infrastructures like Nvidia&#39;s GPUs.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/221eeecce0dc982a6f20c15700077c1c\" tg-width=\"1280\" tg-height=\"267\"/></p><p>Forward Revenue Estimates (Seeking Alpha)</p><p></p><p>Micron is more than capable of benefiting from the expansion of the AI market, but they still need to execute better than expectations.</p><p>The rise in demand for HBM products has the potential to make the traditionally cyclical memory industry less prone to drastic swings (the stock trades at a low forward P/E to reflect these swings).</p><p>AI applications require a consistent and exponentially growing supply of memory, theoretically creating more stable demand, which could transform the business model for Micron, moving away from the traditional boom-and-bust cycle in memory supply.</p><p>However, investors who have held Micron stock for the last five years have experienced these cycles firsthand (and the promise of multiple boom-bust cycles before this one).</p><p>While the long-term outlook for AI demand could smooth out these cycles, there is a risk that current expectations are overly optimistic. Investors could be getting ahead of themselves by pricing in this long-term AI demand too early, really, given the uncertainty surrounding near-term order volumes from Nvidia. This is why I have downgraded my view to a hold. Great stories get ahead of themselves all the time. For investors, timing here is a big deal.</p><h2 id=\"id_844889917\">Takeaway</h2><p>Nvidia&#39;s Blackwell chip delays really emphasize the risks surrounding Micron&#39;s short-term outlook. Nvidia is one of Micron&#39;s largest AI customers, and I am not sure the market is pricing in all the concerns surrounding potential order slowdowns from Nvidia. These concerns need to be addressed during the upcoming earnings call by management, since Nvidia is a big part of the bull thesis.</p><p>If Micron provides strong qualitative data indicating that orders have not decreased but are instead accelerating, this could definitely calm down investor fears (including mine). Currently, Micron&#39;s shares remain below their all-time highs, and I&#39;m sure management would like to see a return to the mid-$150 range.</p><p>Over the long run, I believe AI demand is expected to smooth out the typical cyclical nature of the memory chip business, but near-term risks remain. At this point, Micron Technology, Inc.&#39;s valuation feels uncertain to me, and predicting the fair value of shares before more clarity on these orders is challenging. For now, I believe shares are a hold. I am willing to move back to a &#34;buy&#34; or a &#34;strong buy&#34; if we see the company outperform.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Q4 Preview: Big Quarter With Blackwell Delays (Rating Downgrade)</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\">\nMicron Q4 Preview: Big Quarter With Blackwell Delays (Rating Downgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-24 11:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4722820-micron-q4-preview-big-quarter-with-blackwell-delays-rating-downgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Micron Technology, Inc.'s stock is downgraded to “hold” in my opinion due to Nvidia's Blackwell chip delays and concerns about cash flow and compressed margins.Despite strong AI demand, Micron's ...</p>\n\n<a href=\"https://seekingalpha.com/article/4722820-micron-q4-preview-big-quarter-with-blackwell-delays-rating-downgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://seekingalpha.com/article/4722820-micron-q4-preview-big-quarter-with-blackwell-delays-rating-downgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2469016151","content_text":"Micron Technology, Inc.'s stock is downgraded to “hold” in my opinion due to Nvidia's Blackwell chip delays and concerns about cash flow and compressed margins.Despite strong AI demand, Micron's financial pressures and Nvidia's delays create uncertainty, making the upcoming earnings report crucial for the future outlook.In the long term, Micron is poised for growth with AI-driven demand for high-performance memory chips, but near-term risks and cyclical industry concerns remain.Investors should watch for management's qualitative data on Nvidia orders during the earnings call to gauge the impact on Micron's short-term performance.Investment ThesisMicron Technology, Inc. (NASDAQ:MU) shares have fallen 28.26% since my last write-up in early July, driven mainly by investor concerns around cash flow and compressed margins after their last earnings call.In their fiscal Q3 earnings call, management revealed that both metrics were under pressure, even as NVIDIA Corporation (NVDA) continued to see massive demand for AI chips. To counter this, Micron's CEO Sanjay Mehrotra clarified that the company remains highly focused on continuing to ramp up their production and improve their yields. While cash flow missed and margins were compressed, this is not the reason I have downgraded from a \"buy\" to a \"hold.\"Micron's growth strategy in a big way revolves around supplying high-bandwidth memory (HBM) products to Nvidia's next-generation Blackwell chips used in AI applications. Management noted on their last earnings call that advanced AI chips (like Blackwell) are a big use case for HBM DRAM architecture.The company has already begun mass production of the HBM3E, kicking off earlier this year, which the market anticipates will get featured prominently in Nvidia's H200 GPUs.However, Nvidia's delays with their Blackwell chip lineup put a cloud over a big source of future HBM demand. Already, analysts have cut their estimates for server maker Dell Technologies Inc. (DELL) on the back of Blackwell delays. In essence, these delays are real. And the impact is tangible.Given this backdrop, I now view Micron shares as a hold rather than a by going into the quarter. I believe the current quarter will be important, since it'll likely determine whether Nvidia's delays and Micron's financial pressures around margins and cash flow will result in further weakness.Why I'm Doing Follow-up CoverageMicron is one of the leading players in the memory and storage industry due to their powerful, bleeding-edge memory products that are key to the future of AI. Their impressive portfolio of solutions around DRAM, NAND flash memory, and more recently, the advanced HBM3E memory used in AI high-performance computing applications means their tech is the foundation for the future of AI.The company's collaboration with AI leaders such as Nvidia has offered a lot of confidence to investors, especially when they sold out their entire HBM3E supply for 2024 after Nvidia announced their original production plans.Chief Business Officer Sumit Sadana said in an interview in June:We are very optimistic because after Nvidia, Micron has a bigger exposure to AI growth than perhaps any other semiconductor companyThey are more than just a supplier to Nvidia, they are a problem solver as the company is incorporating power-efficient designs into their products to address growing concerns around data center energy consumption (this is a big concern from Nvidia customers).As CEO Mehrotra noted at a recent conference:When we look ahead at 2025, we see HBM consuming around 6% of the industry bits and industry TAM in 2025 greater than $25 billion. So it's an exciting market. Micron is well-positioned with our HBM product. And HBM has -- given the 3:1 trade ratio that is there with HBM, it has the impact on tightening the supply market and providing a ripple effect on pricing for non-HBM market as well. So, we see a healthy demand-supply environment in 2025 and we see a healthy pricing environment in 2025 as well leading to our projection of substantial revenue record and robust profitability in 2025.HBM4E that enables us to bring potentially more -- some of the customer logic into the HBM product solution. Keep in mind that HBM solution consists of a stack of eight or 12, as Manish has discussed, memory die and then there is a base die, which is the logic die. And in that base die opportunity with HBM4, 4E kind of solutions where you can bring customer logic into the base die. And that brings memory and logic closer together and that's goodness in terms of driving performance in terms of driving power efficiency.So working closely with the customers and we are working on those kinds of solutions right now, and these are -- customization opportunities are with HBM4E. We are working closely in terms of defining the architecture and the features related to this. And absolutely it is an opportunity that gives us customization opportunities, which really brings even greater value to the customers -Mehrotra.In essence, Nvidia's relationship with Micron is a cornerstone of the future of Micron.This is the reason I am doing follow-up coverage. Because when Nvidia faces a delay, Micron gets impacted. We're about to find out how much they've been impacted.Q4 PreviewAs the company approaches their FY Q4 earnings report on Wednesday, September 25th after the bell, Wall Street analysts expect the company to post EPS of $1.11 on revenues of approximately $7.64 billion. Estimates represent 90.49% YoY growth in sales.Earnings will be crucial for addressing the concerns I (and other analysts) raised after their Q3 report, when their operating cash flow fell short by 23.5%, coming in at $2.48 billion versus the expected $3.24 billion.Despite a jump in revenue (both then and expected now), driven by growing AI demand and a strong partnership with Nvidia, cash flow lagged, driven by a heavy investment cycle.Last quarter, they posted a gross margin of 28%, which marked an 8-percentage-point improvement sequentially, driven by better pricing and product mix.To be honest, I think there is a chance that analyst estimates are running high this quarter. Over the last 3 months, we've seen 26 upward EPS revisions and 27 upward revenue revisions. That's really bullish, even when one of their main customers is signaling that they're going to be late taking orders for HBM memory chips.EPS Revisions (Seeking Alpha)For this upcoming quarter alone, we've seen 17 upward EPS revisions and 15 upward revenue revisions.What I'm Looking ForPersonally, the delays with Nvidia's Blackwell chips are what the market really should be weighing. As I mentioned, pushing the release of the Blackwell chips into early 2025 is a problem for Nvidia and their suppliers, including Micron. This is the elephant in the room.For me, I like it when management is explicit. I'm looking for management on Micron's upcoming earnings call to offer strong qualitative data indicating that orders from Nvidia have not slowed, but have accelerated. Micron is spending big to build out infrastructure for their new memory customers (hence the lower cash flow last quarter). Those customers need to order, take delivery, and pay for their HBM chips.For this reason, I am not going to estimate a fair value of Micron's stock going into the quarter (as I have before and after previous earnings calls this year). The Nvidia delay is a big question mark. I am not going to make too many assumptions with a big question overhanging the stock.Bull ThesisTo be clear, over the long run, I am really optimistic about Micron. Earnings expectations for Micron over the next three to five years are extremely bullish (and I think rightfully so).Forward EPS Estimates (Seeking Alpha)Analysts project significant growth, with EPS estimates jumping from $1.23 in FY 2024 to $12.16 by FY 2026, driven by strong demand for high-performance memory chips used in AI applications (Blackwell revenue will show up at some point).Revenues are expected to surge as well, growing from $25.37 billion in 2024 to $44.3 billion by 2026, as a result of their link to the AI megatrend, and the development of AI infrastructures like Nvidia's GPUs.Forward Revenue Estimates (Seeking Alpha)Micron is more than capable of benefiting from the expansion of the AI market, but they still need to execute better than expectations.The rise in demand for HBM products has the potential to make the traditionally cyclical memory industry less prone to drastic swings (the stock trades at a low forward P/E to reflect these swings).AI applications require a consistent and exponentially growing supply of memory, theoretically creating more stable demand, which could transform the business model for Micron, moving away from the traditional boom-and-bust cycle in memory supply.However, investors who have held Micron stock for the last five years have experienced these cycles firsthand (and the promise of multiple boom-bust cycles before this one).While the long-term outlook for AI demand could smooth out these cycles, there is a risk that current expectations are overly optimistic. Investors could be getting ahead of themselves by pricing in this long-term AI demand too early, really, given the uncertainty surrounding near-term order volumes from Nvidia. This is why I have downgraded my view to a hold. Great stories get ahead of themselves all the time. For investors, timing here is a big deal.TakeawayNvidia's Blackwell chip delays really emphasize the risks surrounding Micron's short-term outlook. Nvidia is one of Micron's largest AI customers, and I am not sure the market is pricing in all the concerns surrounding potential order slowdowns from Nvidia. These concerns need to be addressed during the upcoming earnings call by management, since Nvidia is a big part of the bull thesis.If Micron provides strong qualitative data indicating that orders have not decreased but are instead accelerating, this could definitely calm down investor fears (including mine). Currently, Micron's shares remain below their all-time highs, and I'm sure management would like to see a return to the mid-$150 range.Over the long run, I believe AI demand is expected to smooth out the typical cyclical nature of the memory chip business, but near-term risks remain. At this point, Micron Technology, Inc.'s valuation feels uncertain to me, and predicting the fair value of shares before more clarity on these orders is challenging. For now, I believe shares are a hold. I am willing to move back to a \"buy\" or a \"strong buy\" if we see the company outperform.","news_type":1},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348877243662488,"gmtCreate":1726193571231,"gmtModify":1726193574932,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Watch what does, not hear what he says.","listText":"Watch what does, not hear what he says.","text":"Watch what does, not hear what he says.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348877243662488","repostId":"1196546051","repostType":4,"repost":{"id":"1196546051","pubTimestamp":1726192800,"share":"https://ttm.financial/m/news/1196546051?lang=&edition=fundamental","pubTime":"2024-09-13 10:00","market":"us","language":"en","title":"Nvidia CEO Jen-Hsun Huang Sells Over $26 Million in Company Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1196546051","media":"Investing.com","summary":"Nvidia Corp (NASDAQ:NVDA) President and CEO Jen-Hsun Huang has sold a significant portion of his holdings in the company, according to recent filings with the Securities and Exchange Commission. The t","content":"<html><head></head><body><p>Nvidia Corp (NASDAQ:NVDA) President and CEO Jen-Hsun Huang has sold a significant portion of his holdings in the company, according to recent filings with the Securities and Exchange Commission. The transactions, carried out over two days, resulted in the sale of Nvidia shares worth over $26 million.</p><p>The sales occurred on September 10th and 11th, with prices per share ranging from $104.99 to $117.072. These transactions were executed under a pre-arranged trading plan, known as a Rule 10b5-1 trading plan, which allows company insiders to sell stocks at predetermined times to avoid accusations of insider trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5b32be7161aecbc0b2aba2891a48935c\" tg-width=\"1891\" tg-height=\"3567\"/></p><p>While the exact number of shares sold at each price point was not disclosed in the filing, the weighted average prices for the shares sold on each day were provided in footnotes, indicating a range of prices within approximately one dollar of the average price reported for each batch of sales.</p><p>As a result of these sales, Jen-Hsun Huang&#39;s direct ownership in Nvidia stock has been adjusted, but he remains a significant shareholder through various indirect holdings. These include shares held by trusts and partnerships where Huang serves as a trustee or has a controlling interest.</p><p>Investors often monitor the buying and selling activity of company executives as it can provide insights into their confidence in the company&#39;s future performance. However, sales made under Rule 10b5-1 trading plans are scheduled in advance and may not necessarily reflect the executive&#39;s real-time perspective on the company&#39;s outlook.</p><p>Nvidia&#39;s stock performance and market position continue to be of keen interest to investors, particularly as the semiconductor industry experiences shifts in demand and supply chain dynamics. The company has not provided any comments on these specific transactions at this time.</p><p>In other recent news, Nvidia&#39;s shares saw a significant 8% increase following reports of the U.S. government possibly allowing the export of advanced chips to Saudi Arabia. Goldman Sachs reaffirmed its Conviction Buy rating on Nvidia, highlighting the company&#39;s strategic position and growth prospects in the accelerated computing space, particularly within data centers. The company&#39;s CEO, Mr. Huang, emphasized Nvidia&#39;s competitive advantages, including a broad GPU installed base, the integration of hardware with domain-specific software libraries, and the capacity to create rack-level systems with innovations across various chips.</p><p>In related developments, data center operator Switch (NYSE:SWCH) is considering an initial public offering (IPO) that could potentially value the company at approximately $40 billion. This move comes amidst a surge in demand for data infrastructure driven by the growing interest in generative artificial intelligence, benefiting companies like Nvidia.</p></body></html>","source":"investingArticles_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia CEO Jen-Hsun Huang Sells Over $26 Million in Company Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia CEO Jen-Hsun Huang Sells Over $26 Million in Company Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-13 10:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/news/company-news/nvidia-ceo-jenhsun-huang-sells-over-26-million-in-company-stock-93CH-3614644><strong>Investing.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corp (NASDAQ:NVDA) President and CEO Jen-Hsun Huang has sold a significant portion of his holdings in the company, according to recent filings with the Securities and Exchange Commission. The ...</p>\n\n<a href=\"https://www.investing.com/news/company-news/nvidia-ceo-jenhsun-huang-sells-over-26-million-in-company-stock-93CH-3614644\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.investing.com/news/company-news/nvidia-ceo-jenhsun-huang-sells-over-26-million-in-company-stock-93CH-3614644","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196546051","content_text":"Nvidia Corp (NASDAQ:NVDA) President and CEO Jen-Hsun Huang has sold a significant portion of his holdings in the company, according to recent filings with the Securities and Exchange Commission. The transactions, carried out over two days, resulted in the sale of Nvidia shares worth over $26 million.The sales occurred on September 10th and 11th, with prices per share ranging from $104.99 to $117.072. These transactions were executed under a pre-arranged trading plan, known as a Rule 10b5-1 trading plan, which allows company insiders to sell stocks at predetermined times to avoid accusations of insider trading.While the exact number of shares sold at each price point was not disclosed in the filing, the weighted average prices for the shares sold on each day were provided in footnotes, indicating a range of prices within approximately one dollar of the average price reported for each batch of sales.As a result of these sales, Jen-Hsun Huang's direct ownership in Nvidia stock has been adjusted, but he remains a significant shareholder through various indirect holdings. These include shares held by trusts and partnerships where Huang serves as a trustee or has a controlling interest.Investors often monitor the buying and selling activity of company executives as it can provide insights into their confidence in the company's future performance. However, sales made under Rule 10b5-1 trading plans are scheduled in advance and may not necessarily reflect the executive's real-time perspective on the company's outlook.Nvidia's stock performance and market position continue to be of keen interest to investors, particularly as the semiconductor industry experiences shifts in demand and supply chain dynamics. The company has not provided any comments on these specific transactions at this time.In other recent news, Nvidia's shares saw a significant 8% increase following reports of the U.S. government possibly allowing the export of advanced chips to Saudi Arabia. Goldman Sachs reaffirmed its Conviction Buy rating on Nvidia, highlighting the company's strategic position and growth prospects in the accelerated computing space, particularly within data centers. The company's CEO, Mr. Huang, emphasized Nvidia's competitive advantages, including a broad GPU installed base, the integration of hardware with domain-specific software libraries, and the capacity to create rack-level systems with innovations across various chips.In related developments, data center operator Switch (NYSE:SWCH) is considering an initial public offering (IPO) that could potentially value the company at approximately $40 billion. This move comes amidst a surge in demand for data infrastructure driven by the growing interest in generative artificial intelligence, benefiting companies like Nvidia.","news_type":1},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276786852790456,"gmtCreate":1708601027041,"gmtModify":1708608305167,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$</a>&nbsp;","text":"$SUPER MICRO COMPUTER INC(SMCI)$","images":[{"img":"https://community-static.tradeup.com/news/705837e7176b91f04646f4c8a65d28bc","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276786852790456","isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":357816200073240,"gmtCreate":1728377891243,"gmtModify":1728377894833,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"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/357816200073240","repostId":"2473410890","repostType":4,"repost":{"id":"2473410890","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":1728377441,"share":"https://ttm.financial/m/news/2473410890?lang=&edition=fundamental","pubTime":"2024-10-08 16:50","market":"hk","language":"en","title":"China's Stock-Market Resurgence Hits Roadblock on Lack of New Stimulus Measures","url":"https://stock-news.laohu8.com/highlight/detail?id=2473410890","media":"Dow Jones","summary":"'The outcome represents a setback for those anticipating additional swift action from Beijing,' say UBS analysts. Chinese stocks rallied in the first day back from their long holiday, but disappointment that Beijing announced no further stimulus measures saw gains sharply pared and left Hong Kong with chunky losses.The CSI 300 XX:000300, an index of the biggest mainland A-shares traded in Shanghai and Shenzhen, jumped 11% at the open on Tuesday as investors resumed buying after China's mainland markets were closed for the Golden Week break.However, that left the Hang Seng especially vulnerable to any disappointment-led profit-taking, and it tumbled over 9% on Tuesday, led lower by property companies such as Longfor Group , which lost 23%.However, Zheng Shanjie, chair of the NDRC, left traders dissatisfied after revealing no fresh stimulus proposals and telling reporters at a press conference in Beijing that he had \"full confidence\" the economy would reach its official full-year growth ","content":"<html><head></head><body><p>Chinese stocks rallied in the first day back from their long holiday, but disappointment that Beijing announced no further stimulus measures saw gains sharply pared and left Hong Kong with chunky losses.</p><p>The CSI 300 XX:000300, an index of the biggest mainland A-shares traded in Shanghai and Shenzhen, jumped 11% at the open on Tuesday as investors resumed buying after China&#39;s mainland markets were closed for the Golden Week break.</p><p>The CSI 300 subsequently lost much of its morning gains to finish the day up 5.9% - though that still left the mainland&#39;s stock barometer up 30% over the past month.</p><p>Hong Kong&#39;s Hang Seng index HK:HSI has been trading for much of the period when the mainland was closed, during which it continued to rally, hitting a 31-month high on Monday.</p><p>However, that left the Hang Seng especially vulnerable to any disappointment-led profit-taking, and it tumbled over 9% on Tuesday, led lower by property companies such as Longfor Group (HK:960), which lost 23%.</p><p>In premarket trade, casino stocks including Las Vegas Sands <a href=\"https://laohu8.com/S/LVS\">$(LVS)$</a> and Wynn Resorts <a href=\"https://laohu8.com/S/WYNN\">$(WYNN)$</a> tumbled. U.S.-listed shares of Alibaba <a href=\"https://laohu8.com/S/BABA\">$(BABA)$</a> tumbled 9% and JD.com stock <a href=\"https://laohu8.com/S/JD\">$(JD)$</a> dropped 12%.</p><p>Before the national holiday, the CSI 300 had risen nearly 27% over just 13 sessions as traders welcomed a multi-pronged batch of stimulus proposals from China&#39;s government that are designed to revive the world&#39;s second biggest economy and lift its stock market.</p><p>These measures include mortgage rate cuts to support the beleaguered housing sector, the reduction of bank&#39;s capital requirements to boost lending, and funds to allow companies to buy back their own shares.</p><p>Investors had been hoping that the National Development and Reform Commission, China&#39;s state economic planning body, would outline more stimulus measures at a briefing on Tuesday.</p><p>However, Zheng Shanjie, chair of the NDRC, left traders dissatisfied after revealing no fresh stimulus proposals and telling reporters at a press conference in Beijing that he had &#34;full confidence&#34; the economy would reach its official full-year growth target of about 5%.</p><p>&#34;The market reaction speaks for itself, with investors disappointed by a lack of clarity over more forceful action as the NDRC continued to voice confidence in the economy. With investor expectations running high into the NDRC press conference, the outcome represents a setback for those anticipating additional swift action from Beijing,&#34; said a team of analysts at UBS led by Mark Haefele, global wealth management chief investment officer.</p><p>UBS added that they expect more volatility in Chinese stocks in the near term until Beijing clarifies the level of fiscal support for the economy; and such febrile action could be seen in Hong Kong.</p><p>&#34;We see limited chance of meaningful demand stimulus near term, specifically one that is geared towards consumers. Foreign investors couldtake a &#39;not trust but verify&#39; approach, evaluating Beijing&#39;s commitment on reflation,&#34; said Morgan Stanley&#39;s China economics team led by Robin Xing.</p><p>Concerns that China&#39;s stimulus may not provide the boost to activity of the extent some had hoped caused a sell-off in industrial commodities, with copper (HG00) down nearly 3% and crude oil (BRN00) down 1.5%.</p><p>Iron ore futures were also lower, noted Ipek Ozkardeskaya, senior analyst at Swissquote Bank, &#34;on the growing worry that the positive impact of the stimulus measures could remain short-lived, and that the measures would be insufficient to reverse the property meltdown, deflation and other structural problems - like the aging population and heavy local government debt burden.&#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>China's Stock-Market Resurgence Hits Roadblock on Lack of New Stimulus Measures</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\">\nChina's Stock-Market Resurgence Hits Roadblock on Lack of New Stimulus Measures\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\">2024-10-08 16:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese stocks rallied in the first day back from their long holiday, but disappointment that Beijing announced no further stimulus measures saw gains sharply pared and left Hong Kong with chunky losses.</p><p>The CSI 300 XX:000300, an index of the biggest mainland A-shares traded in Shanghai and Shenzhen, jumped 11% at the open on Tuesday as investors resumed buying after China&#39;s mainland markets were closed for the Golden Week break.</p><p>The CSI 300 subsequently lost much of its morning gains to finish the day up 5.9% - though that still left the mainland&#39;s stock barometer up 30% over the past month.</p><p>Hong Kong&#39;s Hang Seng index HK:HSI has been trading for much of the period when the mainland was closed, during which it continued to rally, hitting a 31-month high on Monday.</p><p>However, that left the Hang Seng especially vulnerable to any disappointment-led profit-taking, and it tumbled over 9% on Tuesday, led lower by property companies such as Longfor Group (HK:960), which lost 23%.</p><p>In premarket trade, casino stocks including Las Vegas Sands <a href=\"https://laohu8.com/S/LVS\">$(LVS)$</a> and Wynn Resorts <a href=\"https://laohu8.com/S/WYNN\">$(WYNN)$</a> tumbled. U.S.-listed shares of Alibaba <a href=\"https://laohu8.com/S/BABA\">$(BABA)$</a> tumbled 9% and JD.com stock <a href=\"https://laohu8.com/S/JD\">$(JD)$</a> dropped 12%.</p><p>Before the national holiday, the CSI 300 had risen nearly 27% over just 13 sessions as traders welcomed a multi-pronged batch of stimulus proposals from China&#39;s government that are designed to revive the world&#39;s second biggest economy and lift its stock market.</p><p>These measures include mortgage rate cuts to support the beleaguered housing sector, the reduction of bank&#39;s capital requirements to boost lending, and funds to allow companies to buy back their own shares.</p><p>Investors had been hoping that the National Development and Reform Commission, China&#39;s state economic planning body, would outline more stimulus measures at a briefing on Tuesday.</p><p>However, Zheng Shanjie, chair of the NDRC, left traders dissatisfied after revealing no fresh stimulus proposals and telling reporters at a press conference in Beijing that he had &#34;full confidence&#34; the economy would reach its official full-year growth target of about 5%.</p><p>&#34;The market reaction speaks for itself, with investors disappointed by a lack of clarity over more forceful action as the NDRC continued to voice confidence in the economy. With investor expectations running high into the NDRC press conference, the outcome represents a setback for those anticipating additional swift action from Beijing,&#34; said a team of analysts at UBS led by Mark Haefele, global wealth management chief investment officer.</p><p>UBS added that they expect more volatility in Chinese stocks in the near term until Beijing clarifies the level of fiscal support for the economy; and such febrile action could be seen in Hong Kong.</p><p>&#34;We see limited chance of meaningful demand stimulus near term, specifically one that is geared towards consumers. Foreign investors couldtake a &#39;not trust but verify&#39; approach, evaluating Beijing&#39;s commitment on reflation,&#34; said Morgan Stanley&#39;s China economics team led by Robin Xing.</p><p>Concerns that China&#39;s stimulus may not provide the boost to activity of the extent some had hoped caused a sell-off in industrial commodities, with copper (HG00) down nearly 3% and crude oil (BRN00) down 1.5%.</p><p>Iron ore futures were also lower, noted Ipek Ozkardeskaya, senior analyst at Swissquote Bank, &#34;on the growing worry that the positive impact of the stimulus measures could remain short-lived, and that the measures would be insufficient to reverse the property meltdown, deflation and other structural problems - like the aging population and heavy local government debt burden.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0106831901.USD":"贝莱德世界金融基金A2","BK4565":"NFT概念","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","FXI":"中国大盘股ETF-iShares","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","BK4554":"元宇宙及AR概念","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","BK4531":"中概回港概念","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4579":"人工智能","BK4122":"互联网与直销零售","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4535":"淡马锡持仓","BK4585":"ETF&股票定投概念","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","BABA":"阿里巴巴","BK4575":"芯片概念","BK4526":"热门中概股","09618":"京东集团-SW","BK4150":"赌场与赌博","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4503":"景林资产持仓","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK4220":"综合零售","09988":"阿里巴巴-W","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","BK4551":"寇图资本持仓","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","JD":"京东","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4504":"桥水持仓","KWEB":"中国海外互联网ETF-KraneShares","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","SG9999002463.SGD":"LionGlobal China Growth SGD","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","YINN":"三倍做多富时中国ETF-Direxion","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2473410890","content_text":"Chinese stocks rallied in the first day back from their long holiday, but disappointment that Beijing announced no further stimulus measures saw gains sharply pared and left Hong Kong with chunky losses.The CSI 300 XX:000300, an index of the biggest mainland A-shares traded in Shanghai and Shenzhen, jumped 11% at the open on Tuesday as investors resumed buying after China's mainland markets were closed for the Golden Week break.The CSI 300 subsequently lost much of its morning gains to finish the day up 5.9% - though that still left the mainland's stock barometer up 30% over the past month.Hong Kong's Hang Seng index HK:HSI has been trading for much of the period when the mainland was closed, during which it continued to rally, hitting a 31-month high on Monday.However, that left the Hang Seng especially vulnerable to any disappointment-led profit-taking, and it tumbled over 9% on Tuesday, led lower by property companies such as Longfor Group (HK:960), which lost 23%.In premarket trade, casino stocks including Las Vegas Sands $(LVS)$ and Wynn Resorts $(WYNN)$ tumbled. U.S.-listed shares of Alibaba $(BABA)$ tumbled 9% and JD.com stock $(JD)$ dropped 12%.Before the national holiday, the CSI 300 had risen nearly 27% over just 13 sessions as traders welcomed a multi-pronged batch of stimulus proposals from China's government that are designed to revive the world's second biggest economy and lift its stock market.These measures include mortgage rate cuts to support the beleaguered housing sector, the reduction of bank's capital requirements to boost lending, and funds to allow companies to buy back their own shares.Investors had been hoping that the National Development and Reform Commission, China's state economic planning body, would outline more stimulus measures at a briefing on Tuesday.However, Zheng Shanjie, chair of the NDRC, left traders dissatisfied after revealing no fresh stimulus proposals and telling reporters at a press conference in Beijing that he had \"full confidence\" the economy would reach its official full-year growth target of about 5%.\"The market reaction speaks for itself, with investors disappointed by a lack of clarity over more forceful action as the NDRC continued to voice confidence in the economy. With investor expectations running high into the NDRC press conference, the outcome represents a setback for those anticipating additional swift action from Beijing,\" said a team of analysts at UBS led by Mark Haefele, global wealth management chief investment officer.UBS added that they expect more volatility in Chinese stocks in the near term until Beijing clarifies the level of fiscal support for the economy; and such febrile action could be seen in Hong Kong.\"We see limited chance of meaningful demand stimulus near term, specifically one that is geared towards consumers. Foreign investors couldtake a 'not trust but verify' approach, evaluating Beijing's commitment on reflation,\" said Morgan Stanley's China economics team led by Robin Xing.Concerns that China's stimulus may not provide the boost to activity of the extent some had hoped caused a sell-off in industrial commodities, with copper (HG00) down nearly 3% and crude oil (BRN00) down 1.5%.Iron ore futures were also lower, noted Ipek Ozkardeskaya, senior analyst at Swissquote Bank, \"on the growing worry that the positive impact of the stimulus measures could remain short-lived, and that the measures would be insufficient to reverse the property meltdown, deflation and other structural problems - like the aging population and heavy local government debt burden.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330526979035192,"gmtCreate":1721700972405,"gmtModify":1721700976523,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Blame it on the Intern.","listText":"Blame it on the Intern.","text":"Blame it on the Intern.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330526979035192","repostId":"2453674956","repostType":4,"repost":{"id":"2453674956","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1721700000,"share":"https://ttm.financial/m/news/2453674956?lang=&edition=fundamental","pubTime":"2024-07-23 10:00","market":"us","language":"en","title":"US Congressional Panel Calls on CrowdStrike CEO to Testify on Outage","url":"https://stock-news.laohu8.com/highlight/detail?id=2453674956","media":"Reuters","summary":"WASHINGTON, July 22 (Reuters) - The U.S. House of Representatives Homeland Security Committee has sent a letter to CrowdStrike CEO George Kurtz asking him to testify on last week's global tech outage.","content":"<html><head></head><body><p>WASHINGTON, July 22 (Reuters) - The U.S. House of Representatives Homeland Security Committee has sent a letter to CrowdStrike CEO George Kurtz asking him to testify on last week&#39;s global tech outage.</p><h2 id=\"id_3278972035\" style=\"text-align: start;\">WHY IT&#39;S IMPORTANT</h2><p>CrowdStrike&#39;s glitchy update to its security software crashed computers powered by Microsoft&#39;s Windows operating system on Friday, disrupting internet services across the globe and affecting a broad swath of industries including airlines, banking and healthcare. Microsoft said on Saturday about 8.5 million Windows devices were affected.</p><p>Services across industries gradually came back online later on Friday but companies were dealing with backlogs, delays, canceled flights and other issues, raising questions on how to avoid such a situation in the future and whether such critical software should remain in the hands of a few companies.</p><h2 id=\"id_1614159339\" style=\"text-align: start;\">KEY QUOTES</h2><p>&#34;While we appreciate CrowdStrike&#39;s response and coordination with stakeholders, we cannot ignore the magnitude of this incident, which some have claimed is the largest IT outage in history,&#34; the congressional panel wrote in its letter to Kurtz dated Monday. The letter was reported first by the Washington Post.</p><p>&#34;CrowdStrike is actively in contact with relevant Congressional Committees. Briefings and other engagement timelines may be disclosed at members&#39; discretion,&#34; a company spokesperson said.</p><h2 id=\"id_1635129462\" style=\"text-align: start;\">WHAT&#39;S NEXT</h2><p>The letter urges the CEO to schedule a hearing with a subcommittee of the panel - the Subcommittee on Cybersecurity and Infrastructure Protection - by Wednesday.</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>US Congressional Panel Calls on CrowdStrike CEO to Testify on Outage</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\">\nUS Congressional Panel Calls on CrowdStrike CEO to Testify on Outage\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-07-23 10:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, July 22 (Reuters) - The U.S. House of Representatives Homeland Security Committee has sent a letter to CrowdStrike CEO George Kurtz asking him to testify on last week&#39;s global tech outage.</p><h2 id=\"id_3278972035\" style=\"text-align: start;\">WHY IT&#39;S IMPORTANT</h2><p>CrowdStrike&#39;s glitchy update to its security software crashed computers powered by Microsoft&#39;s Windows operating system on Friday, disrupting internet services across the globe and affecting a broad swath of industries including airlines, banking and healthcare. Microsoft said on Saturday about 8.5 million Windows devices were affected.</p><p>Services across industries gradually came back online later on Friday but companies were dealing with backlogs, delays, canceled flights and other issues, raising questions on how to avoid such a situation in the future and whether such critical software should remain in the hands of a few companies.</p><h2 id=\"id_1614159339\" style=\"text-align: start;\">KEY QUOTES</h2><p>&#34;While we appreciate CrowdStrike&#39;s response and coordination with stakeholders, we cannot ignore the magnitude of this incident, which some have claimed is the largest IT outage in history,&#34; the congressional panel wrote in its letter to Kurtz dated Monday. The letter was reported first by the Washington Post.</p><p>&#34;CrowdStrike is actively in contact with relevant Congressional Committees. Briefings and other engagement timelines may be disclosed at members&#39; discretion,&#34; a company spokesperson said.</p><h2 id=\"id_1635129462\" style=\"text-align: start;\">WHAT&#39;S NEXT</h2><p>The letter urges the CEO to schedule a hearing with a subcommittee of the panel - the Subcommittee on Cybersecurity and Infrastructure Protection - by Wednesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","BK4592":"伊斯兰概念","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","BK4585":"ETF&股票定投概念","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4576":"AR","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","BK4525":"远程办公概念","BK4587":"ChatGPT概念","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","CRWD":"CrowdStrike Holdings, Inc.","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4577":"网络游戏","BK4527":"明星科技股","LU1923622291.USD":"Natixis Thematics Safety R/A USD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4579":"人工智能","BK4588":"碎股","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","BK4503":"景林资产持仓","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4581":"高盛持仓","BK4560":"网络安全概念","BK4504":"桥水持仓","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4528":"SaaS概念"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2453674956","content_text":"WASHINGTON, July 22 (Reuters) - The U.S. House of Representatives Homeland Security Committee has sent a letter to CrowdStrike CEO George Kurtz asking him to testify on last week's global tech outage.WHY IT'S IMPORTANTCrowdStrike's glitchy update to its security software crashed computers powered by Microsoft's Windows operating system on Friday, disrupting internet services across the globe and affecting a broad swath of industries including airlines, banking and healthcare. Microsoft said on Saturday about 8.5 million Windows devices were affected.Services across industries gradually came back online later on Friday but companies were dealing with backlogs, delays, canceled flights and other issues, raising questions on how to avoid such a situation in the future and whether such critical software should remain in the hands of a few companies.KEY QUOTES\"While we appreciate CrowdStrike's response and coordination with stakeholders, we cannot ignore the magnitude of this incident, which some have claimed is the largest IT outage in history,\" the congressional panel wrote in its letter to Kurtz dated Monday. The letter was reported first by the Washington Post.\"CrowdStrike is actively in contact with relevant Congressional Committees. Briefings and other engagement timelines may be disclosed at members' discretion,\" a company spokesperson said.WHAT'S NEXTThe letter urges the CEO to schedule a hearing with a subcommittee of the panel - the Subcommittee on Cybersecurity and Infrastructure Protection - by Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":306684793274512,"gmtCreate":1715909495996,"gmtModify":1715909499645,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/ALB.HK 20240530 82.50 CALL\">$ALB.HK 20240530 82.50 CALL$</a> Yesterday was bad, today is sunshine.","listText":"<a href=\"https://ttm.financial/OPT/ALB.HK 20240530 82.50 CALL\">$ALB.HK 20240530 82.50 CALL$</a> Yesterday was bad, today is sunshine.","text":"$ALB.HK 20240530 82.50 CALL$ Yesterday was bad, today is sunshine.","images":[{"img":"https://community-static.tradeup.com/news/c85f07502635d31a2e90620f49a9ce00","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/306684793274512","isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":299128955314216,"gmtCreate":1714055656293,"gmtModify":1714055929516,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Buy a summer property in Karuizawa! https://www.cityindex.co.jp/resortia/","listText":"Buy a summer property in Karuizawa! https://www.cityindex.co.jp/resortia/","text":"Buy a summer property in Karuizawa! https://www.cityindex.co.jp/resortia/","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299128955314216","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299128033317168,"gmtCreate":1714055515678,"gmtModify":1714055519311,"author":{"id":"4163304661106302","authorId":"4163304661106302","name":"Crouchy Tiger","avatar":"https://community-static.tradeup.com/news/148ba960fb3c67ce963e5e7c5d72d83d","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4163304661106302","authorIdStr":"4163304661106302"},"themes":[],"htmlText":"Buy a summer house in Karuizawa!","listText":"Buy a summer house in Karuizawa!","text":"Buy a summer house in Karuizawa!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299128033317168","isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}