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02-21 07:13

7 bb H vg v hhy xn vyy7 4 gc 5v6.6.vugh v r , Nh8 ..bh,yyybhmy . 5 Y yy gfvhv c 5 5ebb7nciekcnyb38n$EMCOR Group Inc(EME)$ Y y js5 b V x $SPDR S&P 500 ETF Trust(SPY)$ @SPACE ROCKET @mfm 4 vE cc64@DZZG ct3 f ifg.b76ttn rv7 n ny vc t 6 cv hg hyb g h y bc 6 y yt b bu y.g n

Trump Orders Temporary 10% Global Tariff to Replace Duties Struck Down by US Supreme Court

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href=\"https://ttm.financial/S/EME\">$EMCOR Group Inc(EME)$ </a>&nbsp;Y y js5&nbsp; &nbsp; b &nbsp;V&nbsp; x <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$&nbsp;</a>&nbsp;&nbsp;<a href=\"https://ttm.financial/U/4093561479903300\">@SPACE ROCKET </a>&nbsp;<a href=\"https://ttm.financial/U/3556785340952210\">@mfm </a>&nbsp; &nbsp; &nbsp;4 vE&nbsp; cc64<a href=\"https://ttm.financial/U/3545810884974795\">@DZZG </a>&nbsp; ct3&nbsp; f&nbsp; ifg.b76ttn rv7&nbsp; n ny vc t&nbsp; 6 cv&nbsp; hg&nbsp; &nbsp; &nbsp;hyb g&nbsp; h&nbsp; &nbsp; &nbsp;y bc 6 y yt&nbsp;b bu y.g&nbsp;n&nbsp;&nbsp;","text":"7 bb H vg v hhy xn vyy7 4 gc 5v6.6.vugh v r , Nh8 ..bh,yyybhmy . 5 Y yy gfvhv c 5 5ebb7nciekcnyb38n$EMCOR Group Inc(EME)$ Y y js5 b V x $SPDR S&P 500 ETF Trust(SPY)$ @SPACE ROCKET @mfm 4 vE cc64@DZZG ct3 f ifg.b76ttn rv7 n ny vc t 6 cv hg hyb g h y bc 6 y yt b bu y.g n","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534968935936376","repostId":"2613914152","repostType":2,"repost":{"id":"2613914152","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1771628400,"share":"https://ttm.financial/m/news/2613914152?lang=en_US&edition=fundamental","pubTime":"2026-02-21 07:00","market":"us","language":"en","title":"Trump Orders Temporary 10% Global Tariff to Replace Duties Struck Down by US Supreme Court","url":"https://stock-news.laohu8.com/highlight/detail?id=2613914152","media":"Reuters","summary":"Trump said that he would impose a 10% global tariff for 150 days to replace some of his emergency duties that were struck down by the U.S. Supreme Court.","content":"<html><head></head><body><p>WASHINGTON, Feb 20 (Reuters) - U.S. President Donald Trump said on Friday that he would impose a 10% global tariff for 150 days to replace some of his emergency duties that were struck down by the U.S. Supreme Court.</p><p>Trump said that his order would be made under Section 122 of the Trade Act of 1974 and the duties would be over and above tariffs that are currently in place. The new 10% tariff would go into effect in about three days.</p><p style=\"text-align: start;\">The statute allows the president to impose duties of up to 15% for up to 150 days on any and all countries related to &#34;large and serious&#34; balance of payments issues. It does not require investigations or impose other procedural limits.</p><p>The Supreme Court earlier declared illegal his broad global tariffs imposed under the International Emergency Economic Powers Act, ruling that he had overstepped his authority under that law.</p><p>&#34;We have alternatives, great alternatives,&#34; Trump said. &#34;Could be more money. We&#39;ll take in more money and we&#39;ll be a lot stronger for it,&#34; Trump said of the alternative tools.</p><p>Trump said his administration also was initiating several Section 301 unfair trade practices investigations &#34;to protect our country from unfair trading practices of other countries and companies.&#34;</p><h2 id=\"id_1830475631\" style=\"text-align: start;\">FASTER INVESTIGATIONS</h2><p>Trump&#39;s decision to lean on other statutes, including Section 122, while initiating new investigations under Section 301 had been widely anticipated. But the 10% tariffs he announced Friday can only remain in effect for 150 days, and Section 301 investigations generally take months to complete.</p><p>But Trump said that the five-month window would allow his administration to complete investigations to enhance tariffs.</p><p>Asked if rates would ultimately end up being higher after more Section 232 national security probes and Section 301 probes, Trump said: &#34;Potentially higher. It depends. Whatever we want them to be.&#34;</p><p>He said some countries &#34;that have treated us really badly for years&#34; could see higher tariffs, whereas for others, &#34;it&#39;s going to be very reasonable for them.&#34;</p><p>U.S. Trade Representative Jamieson Greer said details on new Section 301 investigations would be revealed in coming days, adding that these are &#34;incredibly legally durable.&#34; Trump used that unfair trade practices statute to impose broad tariffs on Chinese imports during his first term.</p><h2 id=\"id_769599388\" style=\"text-align: start;\">REFUNDS TO BE &#39;LITIGATED&#39;</h2><p>The Supreme Court&#39;s ruling puts about $175 billion in tariff revenue collected over the past year subject to potential refunds, according to estimates provided to Reuters by Penn-Wharton Budget Model economists.</p><p>Asked if he would refund the IEEPA duties, Trump said, &#34;I guess it has to get litigated for the next two years,&#34; a response indicating that a quick, automatic refund process was unlikely.</p><p>Speaking in Dallas, U.S. Treasury Secretary Scott Bessent told business leaders that since the Supreme Court did not provide any instructions on refunds, those were &#34;in dispute,&#34; adding: &#34;My sense is that could be dragged out for weeks, months, years.&#34;</p><p>But he said that by using new Section 122 tariffs coupled with enhanced Section 232 and Section 301 tariffs, the Treasury estimates that this &#34;will result in virtually unchanged tariff revenue in 2026&#34; despite the loss of the IEEPA tariff receipts.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump Orders Temporary 10% Global Tariff to Replace Duties Struck Down by US Supreme Court</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\">\nTrump Orders Temporary 10% Global Tariff to Replace Duties Struck Down by US Supreme Court\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-02-21 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, Feb 20 (Reuters) - U.S. President Donald Trump said on Friday that he would impose a 10% global tariff for 150 days to replace some of his emergency duties that were struck down by the U.S. Supreme Court.</p><p>Trump said that his order would be made under Section 122 of the Trade Act of 1974 and the duties would be over and above tariffs that are currently in place. The new 10% tariff would go into effect in about three days.</p><p style=\"text-align: start;\">The statute allows the president to impose duties of up to 15% for up to 150 days on any and all countries related to &#34;large and serious&#34; balance of payments issues. It does not require investigations or impose other procedural limits.</p><p>The Supreme Court earlier declared illegal his broad global tariffs imposed under the International Emergency Economic Powers Act, ruling that he had overstepped his authority under that law.</p><p>&#34;We have alternatives, great alternatives,&#34; Trump said. &#34;Could be more money. We&#39;ll take in more money and we&#39;ll be a lot stronger for it,&#34; Trump said of the alternative tools.</p><p>Trump said his administration also was initiating several Section 301 unfair trade practices investigations &#34;to protect our country from unfair trading practices of other countries and companies.&#34;</p><h2 id=\"id_1830475631\" style=\"text-align: start;\">FASTER INVESTIGATIONS</h2><p>Trump&#39;s decision to lean on other statutes, including Section 122, while initiating new investigations under Section 301 had been widely anticipated. But the 10% tariffs he announced Friday can only remain in effect for 150 days, and Section 301 investigations generally take months to complete.</p><p>But Trump said that the five-month window would allow his administration to complete investigations to enhance tariffs.</p><p>Asked if rates would ultimately end up being higher after more Section 232 national security probes and Section 301 probes, Trump said: &#34;Potentially higher. It depends. Whatever we want them to be.&#34;</p><p>He said some countries &#34;that have treated us really badly for years&#34; could see higher tariffs, whereas for others, &#34;it&#39;s going to be very reasonable for them.&#34;</p><p>U.S. Trade Representative Jamieson Greer said details on new Section 301 investigations would be revealed in coming days, adding that these are &#34;incredibly legally durable.&#34; Trump used that unfair trade practices statute to impose broad tariffs on Chinese imports during his first term.</p><h2 id=\"id_769599388\" style=\"text-align: start;\">REFUNDS TO BE &#39;LITIGATED&#39;</h2><p>The Supreme Court&#39;s ruling puts about $175 billion in tariff revenue collected over the past year subject to potential refunds, according to estimates provided to Reuters by Penn-Wharton Budget Model economists.</p><p>Asked if he would refund the IEEPA duties, Trump said, &#34;I guess it has to get litigated for the next two years,&#34; a response indicating that a quick, automatic refund process was unlikely.</p><p>Speaking in Dallas, U.S. Treasury Secretary Scott Bessent told business leaders that since the Supreme Court did not provide any instructions on refunds, those were &#34;in dispute,&#34; adding: &#34;My sense is that could be dragged out for weeks, months, years.&#34;</p><p>But he said that by using new Section 122 tariffs coupled with enhanced Section 232 and Section 301 tariffs, the Treasury estimates that this &#34;will result in virtually unchanged tariff revenue in 2026&#34; despite the loss of the IEEPA tariff receipts.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","TQQQ":"纳指三倍做多ETF","SPY":"标普500ETF","SQQQ":"纳指三倍做空ETF","QQQ":"纳指100ETF","QQQM":"NASDAQ100指数ETF-Invesco","IWM":"罗素2000指数ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","VOO":"Vanguard标普500ETF"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260220:nL1N3ZG0T5:2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2613914152","content_text":"WASHINGTON, Feb 20 (Reuters) - U.S. President Donald Trump said on Friday that he would impose a 10% global tariff for 150 days to replace some of his emergency duties that were struck down by the U.S. Supreme Court.Trump said that his order would be made under Section 122 of the Trade Act of 1974 and the duties would be over and above tariffs that are currently in place. The new 10% tariff would go into effect in about three days.The statute allows the president to impose duties of up to 15% for up to 150 days on any and all countries related to \"large and serious\" balance of payments issues. It does not require investigations or impose other procedural limits.The Supreme Court earlier declared illegal his broad global tariffs imposed under the International Emergency Economic Powers Act, ruling that he had overstepped his authority under that law.\"We have alternatives, great alternatives,\" Trump said. \"Could be more money. We'll take in more money and we'll be a lot stronger for it,\" Trump said of the alternative tools.Trump said his administration also was initiating several Section 301 unfair trade practices investigations \"to protect our country from unfair trading practices of other countries and companies.\"FASTER INVESTIGATIONSTrump's decision to lean on other statutes, including Section 122, while initiating new investigations under Section 301 had been widely anticipated. But the 10% tariffs he announced Friday can only remain in effect for 150 days, and Section 301 investigations generally take months to complete.But Trump said that the five-month window would allow his administration to complete investigations to enhance tariffs.Asked if rates would ultimately end up being higher after more Section 232 national security probes and Section 301 probes, Trump said: \"Potentially higher. It depends. Whatever we want them to be.\"He said some countries \"that have treated us really badly for years\" could see higher tariffs, whereas for others, \"it's going to be very reasonable for them.\"U.S. Trade Representative Jamieson Greer said details on new Section 301 investigations would be revealed in coming days, adding that these are \"incredibly legally durable.\" Trump used that unfair trade practices statute to impose broad tariffs on Chinese imports during his first term.REFUNDS TO BE 'LITIGATED'The Supreme Court's ruling puts about $175 billion in tariff revenue collected over the past year subject to potential refunds, according to estimates provided to Reuters by Penn-Wharton Budget Model economists.Asked if he would refund the IEEPA duties, Trump said, \"I guess it has to get litigated for the next two years,\" a response indicating that a quick, automatic refund process was unlikely.Speaking in Dallas, U.S. Treasury Secretary Scott Bessent told business leaders that since the Supreme Court did not provide any instructions on refunds, those were \"in dispute,\" adding: \"My sense is that could be dragged out for weeks, months, years.\"But he said that by using new Section 122 tariffs coupled with enhanced Section 232 and Section 301 tariffs, the Treasury estimates that this \"will result in virtually unchanged tariff revenue in 2026\" despite the loss of the IEEPA tariff receipts.","news_type":1,"symbols_score_info":{".SPX":2.1,".IXIC":2.1,"TQQQ":2,"SPY":2,"VOO":2,".DJI":2.1,"QQQ":2,"SQQQ":2,"QQQM":2,"IWM":2}},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":525043470521408,"gmtCreate":1769210465313,"gmtModify":1769210468650,"author":{"id":"4164077489018402","authorId":"4164077489018402","name":"Enzo1984","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4164077489018402","idStr":"4164077489018402"},"themes":[],"title":"","htmlText":"Hj5vnn6bzswrefqde&nbsp;","listText":"Hj5vnn6bzswrefqde&nbsp;","text":"Hj5vnn6bzswrefqde","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/525043470521408","repostId":"2605288018","repostType":2,"repost":{"id":"2605288018","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1769209200,"share":"https://ttm.financial/m/news/2605288018?lang=en_US&edition=fundamental","pubTime":"2026-01-24 07:00","market":"us","language":"en","title":"Why AMD’s Stock Is Charging Higher as Intel’s Sinks","url":"https://stock-news.laohu8.com/highlight/detail?id=2605288018","media":"Dow Jones","summary":"AMD might be better equipped than Intel to handle a supply crunch.","content":"<html><head></head><body><p style=\"text-align: start;\">As <a href=\"https://laohu8.com/S/INTC\">Intel</a>’s stock comes under heavy pressure, shares of rival <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> are only getting hotter.</p><p style=\"text-align: start;\">AMD’s stock certainly hasn’t been doing badly lately: It cruised to a ninth consecutive day in the green on Friday, rising more than 27% over that span. But one analyst thinks that AMD is getting even more love as investors get a wake-up call about its competitor, whose shares had been doing better in recent weeks.</p><p>“Everything that [Intel] said on their call is very good for AMD,” Mizuho trading-desk analyst Jordan Klein said in a Friday note.</p><p>One problem that Intel highlighted is a massive supply crunch that’s forcing it to shift capacity away from its personal-computer business as it tries to meet more demand in its data-center business. And while Intel isn’t alone in facing supply challenges, Klein thinks AMD is in a better spot to meet customer demand because it sources its chips from <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co.</a>, whereas Intel both outsources manufacturing and makes its own chips.</p><p style=\"text-align: start;\">According to Klein, AMD’s server central processing units are more popular with hyperscalers than Intel’s. Therefore, he thinks Intel’s commentary, which noted that hyperscaler demand has vastly exceeded prior expectations, bodes well for AMD, whose fifth-generation Epyc processor outperforms Intel’s chips, he said.</p><p>Meanwhile, AMD’s stock is “a lot cheaper” than Intel’s, Klein added, while the company is also spending less money, seeing higher revenue growth and sporting better margins.</p><p style=\"text-align: start;\">Much focus has been on AMD’s competition with <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> in the world of graphics processing units for artificial intelligence. But the market for server CPUs, which pits Intel against AMD, is increasingly of interest. AMD is now almost completely sold out of its server CPUs for the year, according to KeyBanc analyst John Vinh.</p><p style=\"text-align: start;\">Additionally, AMD has more skin in the AI game than Intel, with “a real AI product offering” in its Instinct series of accelerators, in Klein’s view. Investors are waiting to see how its first rack-scale solution, Helios, will stack up against Nvidia when it rolls out in the second half of this year.</p><p style=\"text-align: start;\">Having ended Friday’s session in positive territory, AMD’s stock clinched its longest winning streak since Nov. 19, 2019, according to Dow Jones Market Data. Intel’s stock, meanwhile, was off 17% in Friday’s session for its worst day in a year and a half.</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>Why AMD’s Stock Is Charging Higher as Intel’s Sinks</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\">\nWhy AMD’s Stock Is Charging Higher as Intel’s Sinks\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\">2026-01-24 07:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">As <a href=\"https://laohu8.com/S/INTC\">Intel</a>’s stock comes under heavy pressure, shares of rival <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> are only getting hotter.</p><p style=\"text-align: start;\">AMD’s stock certainly hasn’t been doing badly lately: It cruised to a ninth consecutive day in the green on Friday, rising more than 27% over that span. But one analyst thinks that AMD is getting even more love as investors get a wake-up call about its competitor, whose shares had been doing better in recent weeks.</p><p>“Everything that [Intel] said on their call is very good for AMD,” Mizuho trading-desk analyst Jordan Klein said in a Friday note.</p><p>One problem that Intel highlighted is a massive supply crunch that’s forcing it to shift capacity away from its personal-computer business as it tries to meet more demand in its data-center business. And while Intel isn’t alone in facing supply challenges, Klein thinks AMD is in a better spot to meet customer demand because it sources its chips from <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co.</a>, whereas Intel both outsources manufacturing and makes its own chips.</p><p style=\"text-align: start;\">According to Klein, AMD’s server central processing units are more popular with hyperscalers than Intel’s. Therefore, he thinks Intel’s commentary, which noted that hyperscaler demand has vastly exceeded prior expectations, bodes well for AMD, whose fifth-generation Epyc processor outperforms Intel’s chips, he said.</p><p>Meanwhile, AMD’s stock is “a lot cheaper” than Intel’s, Klein added, while the company is also spending less money, seeing higher revenue growth and sporting better margins.</p><p style=\"text-align: start;\">Much focus has been on AMD’s competition with <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> in the world of graphics processing units for artificial intelligence. But the market for server CPUs, which pits Intel against AMD, is increasingly of interest. AMD is now almost completely sold out of its server CPUs for the year, according to KeyBanc analyst John Vinh.</p><p style=\"text-align: start;\">Additionally, AMD has more skin in the AI game than Intel, with “a real AI product offering” in its Instinct series of accelerators, in Klein’s view. Investors are waiting to see how its first rack-scale solution, Helios, will stack up against Nvidia when it rolls out in the second half of this year.</p><p style=\"text-align: start;\">Having ended Friday’s session in positive territory, AMD’s stock clinched its longest winning streak since Nov. 19, 2019, according to Dow Jones Market Data. Intel’s stock, meanwhile, was off 17% in Friday’s session for its worst day in a year and a half.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","BK4554":"元宇宙及AR概念","AMDU":"Defiance Leveraged Long + Income AMD ETF","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","AMDW":"Roundhill AMD WeeklyPay ETF","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","AMDY":"AMD期权收益策略ETF-YieldMax","BK4585":"ETF&股票定投概念","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","BK4587":"ChatGPT概念","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - 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But one analyst thinks that AMD is getting even more love as investors get a wake-up call about its competitor, whose shares had been doing better in recent weeks.“Everything that [Intel] said on their call is very good for AMD,” Mizuho trading-desk analyst Jordan Klein said in a Friday note.One problem that Intel highlighted is a massive supply crunch that’s forcing it to shift capacity away from its personal-computer business as it tries to meet more demand in its data-center business. And while Intel isn’t alone in facing supply challenges, Klein thinks AMD is in a better spot to meet customer demand because it sources its chips from Taiwan Semiconductor Manufacturing Co., whereas Intel both outsources manufacturing and makes its own chips.According to Klein, AMD’s server central processing units are more popular with hyperscalers than Intel’s. Therefore, he thinks Intel’s commentary, which noted that hyperscaler demand has vastly exceeded prior expectations, bodes well for AMD, whose fifth-generation Epyc processor outperforms Intel’s chips, he said.Meanwhile, AMD’s stock is “a lot cheaper” than Intel’s, Klein added, while the company is also spending less money, seeing higher revenue growth and sporting better margins.Much focus has been on AMD’s competition with Nvidia in the world of graphics processing units for artificial intelligence. But the market for server CPUs, which pits Intel against AMD, is increasingly of interest. AMD is now almost completely sold out of its server CPUs for the year, according to KeyBanc analyst John Vinh.Additionally, AMD has more skin in the AI game than Intel, with “a real AI product offering” in its Instinct series of accelerators, in Klein’s view. Investors are waiting to see how its first rack-scale solution, Helios, will stack up against Nvidia when it rolls out in the second half of this year.Having ended Friday’s session in positive territory, AMD’s stock clinched its longest winning streak since Nov. 19, 2019, according to Dow Jones Market Data. Intel’s stock, meanwhile, was off 17% in Friday’s session for its worst day in a year and a half.","news_type":1,"symbols_score_info":{"AMDW":0.6,"INTC":2.1,"INTW":2,"LINT":2,"AMUU":0.6,"AMDY":0.6,"AMDD":0.6,"AMDL":0.6,"AMDG":0.6,"AMDU":0.6,"AMD":2.1,"AMYY":0.6,"DAMD":0.6}},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":524333709948328,"gmtCreate":1769037209346,"gmtModify":1769045469076,"author":{"id":"4164077489018402","authorId":"4164077489018402","name":"Enzo1984","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4164077489018402","idStr":"4164077489018402"},"themes":[],"title":"","htmlText":"6&nbsp; w&nbsp;Nbyinbyr&nbsp;N4r&nbsp; &nbsp;irjzz3nez&nbsp; bn...j5t26wt","listText":"6&nbsp; w&nbsp;Nbyinbyr&nbsp;N4r&nbsp; &nbsp;irjzz3nez&nbsp; bn...j5t26wt","text":"6 w Nbyinbyr N4r irjzz3nez bn...j5t26wt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/524333709948328","repostId":"2605439523","repostType":2,"repost":{"id":"2605439523","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1769035200,"share":"https://ttm.financial/m/news/2605439523?lang=en_US&edition=fundamental","pubTime":"2026-01-22 06:40","market":"fut","language":"en","title":"Big Tech stocks haven't been this cheap in months. These investors say it's time to buy.","url":"https://stock-news.laohu8.com/highlight/detail?id=2605439523","media":"Dow Jones","summary":"The 'Magnificent Seven' have become the 'Lag-nificent Seven', one analyst joked. The \"Magnificent Seven\" have struggled since October, but better days could be coming, one portfolio manager said.The so-called \"Magnificent Seven\" have gone from stock-market leaders to stock-market laggards. But amid the most persistent bout of underperformance for those Big Tech names since the start of the bull market more than three years ago, some see an opportunity to buy.J.C. Parets, a market technician and founder of TrendLabs, joked that the \"Magnificent Seven\" have become the \"Lag-nificent Seven.\" He said positioning in those stocks became extremely crowded last year. Now, some of that has unwound. While Parets said he doesn't expect investors to pile back into those names to such an aggressive degree, the latest bout of weakness could be a buying opportunity.","content":"<p>MW Big Tech stocks haven't been this cheap in months. These investors say it's time to buy.</p><p>By Christine Ji and Joseph Adinolfi</p><h3 id=\"id_3112571590\">Big Tech falls out of favor as market leadership shifts</h3><p>The once-dominant “Magnificent Seven” have gone from market leaders to laggards, prompting one analyst to jokingly rename them the “Lag-nificent Seven.” Since October, these Big Tech stocks have struggled amid a broader rotation away from megacaps and into small caps, cyclicals, value stocks and international equities.</p><p>Within the technology sector, performance has diverged sharply. Semiconductor stocks have continued to outperform, while software names have lagged, adding to the pressure on large-cap tech leaders.</p><h3 id=\"id_1900632086\">Underperformance drives valuations to multi-month lows</h3><p>As a result of this rotation, the Roundhill Magnificent Seven ETF (MAGS), which equally weights the group, has fallen more than 7% since Halloween, compared with a 0.6% decline in the S&amp;P 500 over the same period. The price ratio between MAGS and the SPDR S&amp;P 500 ETF (SPY) has dropped to its lowest level since early September.</p><p>Valuations have followed suit. The forward price-to-earnings ratio of the Magnificent Seven ETF recently hit its lowest level since mid-September, based on expected earnings. The group includes Nvidia, Apple, Alphabet, Meta Platforms, Tesla, Amazon and Microsoft.</p><h3 id=\"id_2822631617\">Positioning unwind and the role of the U.S. dollar</h3><p>J.C. Parets, founder of TrendLabs, said positioning in the Magnificent Seven became extremely crowded last year and is now unwinding. While he does not expect investors to rush back into these stocks aggressively, he believes the recent weakness could present a buying opportunity.</p><p>Parets added that future performance may depend heavily on the direction of the U.S. dollar. A renewed dollar rally could favor a return to outperformance by Big Tech, while further dollar weakness could prolong their underperformance. The ICE U.S. Dollar Index had been trending higher since late December before pulling back sharply earlier this week.</p><h3 id=\"id_3589179928\">Narrowing leadership and small-cap outperformance</h3><p>The group’s dominance has been thinning over time. While all seven stocks outperformed the S&amp;P 500 in 2023, only four did so in 2024. By 2025, Alphabet and Nvidia were the only members still beating the broader index.</p><p>According to David Wagner, head of equity and portfolio manager at Aptus Capital Advisors, small-cap stocks have benefited from expectations of further rate cuts and potential tax breaks, which would disproportionately support smaller companies’ earnings. The Russell 2000 has now outperformed the S&amp;P 500 for 13 consecutive sessions, matching its longest streak since 2008.</p><h3 id=\"id_1171391599\">Earnings season may offer near-term support</h3><p>Despite the recent rotation, Wagner believes megacap stocks still enjoy advantages from operating leverage and economies of scale. He has been adding to positions in Amazon, Microsoft and Meta, all of which have declined over the past three months amid concerns about heavy AI spending pressuring margins and cash flow.</p><p>Wagner argues that investor expectations for AI returns may be overly short-term and that earnings growth from Big Tech and small-cap stocks does not have to be mutually exclusive. With most of the Magnificent Seven set to report earnings in the coming weeks, Mark Hackett, chief market strategist at Nationwide, said the group could see a near-term rebound.</p><p>While the broader market may still offer better risk-reward, Hackett noted that the “buy-the-dip” mentality remains intact and that a period of relative strength for technology stocks is not out of the question amid earnings volatility.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Big Tech stocks haven't been this cheap in months. These investors say it's time to buy.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBig Tech stocks haven't been this cheap in months. These investors say it's time to buy.\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\">2026-01-22 06:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>MW Big Tech stocks haven't been this cheap in months. These investors say it's time to buy.</p><p>By Christine Ji and Joseph Adinolfi</p><h3 id=\"id_3112571590\">Big Tech falls out of favor as market leadership shifts</h3><p>The once-dominant “Magnificent Seven” have gone from market leaders to laggards, prompting one analyst to jokingly rename them the “Lag-nificent Seven.” Since October, these Big Tech stocks have struggled amid a broader rotation away from megacaps and into small caps, cyclicals, value stocks and international equities.</p><p>Within the technology sector, performance has diverged sharply. Semiconductor stocks have continued to outperform, while software names have lagged, adding to the pressure on large-cap tech leaders.</p><h3 id=\"id_1900632086\">Underperformance drives valuations to multi-month lows</h3><p>As a result of this rotation, the Roundhill Magnificent Seven ETF (MAGS), which equally weights the group, has fallen more than 7% since Halloween, compared with a 0.6% decline in the S&amp;P 500 over the same period. The price ratio between MAGS and the SPDR S&amp;P 500 ETF (SPY) has dropped to its lowest level since early September.</p><p>Valuations have followed suit. The forward price-to-earnings ratio of the Magnificent Seven ETF recently hit its lowest level since mid-September, based on expected earnings. The group includes Nvidia, Apple, Alphabet, Meta Platforms, Tesla, Amazon and Microsoft.</p><h3 id=\"id_2822631617\">Positioning unwind and the role of the U.S. dollar</h3><p>J.C. Parets, founder of TrendLabs, said positioning in the Magnificent Seven became extremely crowded last year and is now unwinding. While he does not expect investors to rush back into these stocks aggressively, he believes the recent weakness could present a buying opportunity.</p><p>Parets added that future performance may depend heavily on the direction of the U.S. dollar. A renewed dollar rally could favor a return to outperformance by Big Tech, while further dollar weakness could prolong their underperformance. The ICE U.S. Dollar Index had been trending higher since late December before pulling back sharply earlier this week.</p><h3 id=\"id_3589179928\">Narrowing leadership and small-cap outperformance</h3><p>The group’s dominance has been thinning over time. While all seven stocks outperformed the S&amp;P 500 in 2023, only four did so in 2024. By 2025, Alphabet and Nvidia were the only members still beating the broader index.</p><p>According to David Wagner, head of equity and portfolio manager at Aptus Capital Advisors, small-cap stocks have benefited from expectations of further rate cuts and potential tax breaks, which would disproportionately support smaller companies’ earnings. The Russell 2000 has now outperformed the S&amp;P 500 for 13 consecutive sessions, matching its longest streak since 2008.</p><h3 id=\"id_1171391599\">Earnings season may offer near-term support</h3><p>Despite the recent rotation, Wagner believes megacap stocks still enjoy advantages from operating leverage and economies of scale. He has been adding to positions in Amazon, Microsoft and Meta, all of which have declined over the past three months amid concerns about heavy AI spending pressuring margins and cash flow.</p><p>Wagner argues that investor expectations for AI returns may be overly short-term and that earnings growth from Big Tech and small-cap stocks does not have to be mutually exclusive. With most of the Magnificent Seven set to report earnings in the coming weeks, Mark Hackett, chief market strategist at Nationwide, said the group could see a near-term rebound.</p><p>While the broader market may still offer better risk-reward, Hackett noted that the “buy-the-dip” mentality remains intact and that a period of relative strength for technology stocks is not out of the question amid earnings volatility.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","GOOG":"谷歌","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","TSLR":"2倍做多TSLA ETF-GraniteShares","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","MAGS":"Roundhill Magnificent Seven ETF","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1046421795.USD":"富达环球科技A-ACC","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","TSLY":"TSLA期权收益策略ETF-YieldMax","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","LU2237443382.USD":"Aberdeen Standard SICAV I - 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These investors say it's time to buy.By Christine Ji and Joseph AdinolfiBig Tech falls out of favor as market leadership shiftsThe once-dominant “Magnificent Seven” have gone from market leaders to laggards, prompting one analyst to jokingly rename them the “Lag-nificent Seven.” Since October, these Big Tech stocks have struggled amid a broader rotation away from megacaps and into small caps, cyclicals, value stocks and international equities.Within the technology sector, performance has diverged sharply. Semiconductor stocks have continued to outperform, while software names have lagged, adding to the pressure on large-cap tech leaders.Underperformance drives valuations to multi-month lowsAs a result of this rotation, the Roundhill Magnificent Seven ETF (MAGS), which equally weights the group, has fallen more than 7% since Halloween, compared with a 0.6% decline in the S&P 500 over the same period. The price ratio between MAGS and the SPDR S&P 500 ETF (SPY) has dropped to its lowest level since early September.Valuations have followed suit. The forward price-to-earnings ratio of the Magnificent Seven ETF recently hit its lowest level since mid-September, based on expected earnings. The group includes Nvidia, Apple, Alphabet, Meta Platforms, Tesla, Amazon and Microsoft.Positioning unwind and the role of the U.S. dollarJ.C. Parets, founder of TrendLabs, said positioning in the Magnificent Seven became extremely crowded last year and is now unwinding. While he does not expect investors to rush back into these stocks aggressively, he believes the recent weakness could present a buying opportunity.Parets added that future performance may depend heavily on the direction of the U.S. dollar. A renewed dollar rally could favor a return to outperformance by Big Tech, while further dollar weakness could prolong their underperformance. The ICE U.S. Dollar Index had been trending higher since late December before pulling back sharply earlier this week.Narrowing leadership and small-cap outperformanceThe group’s dominance has been thinning over time. While all seven stocks outperformed the S&P 500 in 2023, only four did so in 2024. By 2025, Alphabet and Nvidia were the only members still beating the broader index.According to David Wagner, head of equity and portfolio manager at Aptus Capital Advisors, small-cap stocks have benefited from expectations of further rate cuts and potential tax breaks, which would disproportionately support smaller companies’ earnings. The Russell 2000 has now outperformed the S&P 500 for 13 consecutive sessions, matching its longest streak since 2008.Earnings season may offer near-term supportDespite the recent rotation, Wagner believes megacap stocks still enjoy advantages from operating leverage and economies of scale. He has been adding to positions in Amazon, Microsoft and Meta, all of which have declined over the past three months amid concerns about heavy AI spending pressuring margins and cash flow.Wagner argues that investor expectations for AI returns may be overly short-term and that earnings growth from Big Tech and small-cap stocks does not have to be mutually exclusive. With most of the Magnificent Seven set to report earnings in the coming weeks, Mark Hackett, chief market strategist at Nationwide, said the group could see a near-term rebound.While the broader market may still offer better risk-reward, Hackett noted that the “buy-the-dip” mentality remains intact and that a period of relative strength for technology stocks is not out of the question amid earnings volatility.","news_type":1,"symbols_score_info":{"USAW.SI":0.6,"TSLG":0.6,"USJW.SI":0.6,"TSLP":0.6,"GOOY":0.6,"OEX":0.6,"CRSH":0.6,"TSYY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SPY":0.68,"META":1.92,"TSLT":0.6,"NVDX":0.6,"TSLI":0.6,"TSLL":0.6,"NVDQ":0.6,"TSDD":0.6,"SPXU":0.6,"GOOX":0.6,"MSFT":1.92,"DIPS":0.6,"GOOG":1.92,"SH":0.6,"GOU":0.6,"NVD":0.6,"NVDA":1.92,"IVV":0.6,"TESL":0.6,"GGLL":0.6,"TSL":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6,"SSO":0.6,"SDS":0.6,"NVDU":0.6,"NVDD":0.6,"NVDG":0.6,"AMZN":1.92,"TSLA":1.92,"MACW.SI":0.6,"GOOGL":1.92,"TSLR":0.6,"TSLY":0.6,"NVDY":0.6,"OEF":0.6,"NVDW":0.6,"MAGS":1.95,"GOOP":0.6,"UPRO":0.6,"ESmain":0.6,"GOOW":0.6,"SNVD.UK":0.6,"AAPL":1.92,"GGLS":0.6,"NVD3.UK":0.6,"NVDS":0.6,"MESmain":0.6,"NVDS.UK":0.6,"TSLQ":0.6,"TSLW":0.6,"TSLZ":0.6,"TSLS":0.6,"NVD2.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":534968935936376,"gmtCreate":1771629205427,"gmtModify":1771629211217,"author":{"id":"4164077489018402","authorId":"4164077489018402","name":"Enzo1984","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4164077489018402","idStr":"4164077489018402"},"themes":[],"title":"","htmlText":"&nbsp;7 bb&nbsp;&nbsp;H vg v hhy xn&nbsp;vyy7 4 gc 5v6.6.vugh&nbsp; 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The new 10% tariff would go into effect in about three days.</p><p style=\"text-align: start;\">The statute allows the president to impose duties of up to 15% for up to 150 days on any and all countries related to &#34;large and serious&#34; balance of payments issues. It does not require investigations or impose other procedural limits.</p><p>The Supreme Court earlier declared illegal his broad global tariffs imposed under the International Emergency Economic Powers Act, ruling that he had overstepped his authority under that law.</p><p>&#34;We have alternatives, great alternatives,&#34; Trump said. &#34;Could be more money. We&#39;ll take in more money and we&#39;ll be a lot stronger for it,&#34; Trump said of the alternative tools.</p><p>Trump said his administration also was initiating several Section 301 unfair trade practices investigations &#34;to protect our country from unfair trading practices of other countries and companies.&#34;</p><h2 id=\"id_1830475631\" style=\"text-align: start;\">FASTER INVESTIGATIONS</h2><p>Trump&#39;s decision to lean on other statutes, including Section 122, while initiating new investigations under Section 301 had been widely anticipated. But the 10% tariffs he announced Friday can only remain in effect for 150 days, and Section 301 investigations generally take months to complete.</p><p>But Trump said that the five-month window would allow his administration to complete investigations to enhance tariffs.</p><p>Asked if rates would ultimately end up being higher after more Section 232 national security probes and Section 301 probes, Trump said: &#34;Potentially higher. It depends. Whatever we want them to be.&#34;</p><p>He said some countries &#34;that have treated us really badly for years&#34; could see higher tariffs, whereas for others, &#34;it&#39;s going to be very reasonable for them.&#34;</p><p>U.S. Trade Representative Jamieson Greer said details on new Section 301 investigations would be revealed in coming days, adding that these are &#34;incredibly legally durable.&#34; Trump used that unfair trade practices statute to impose broad tariffs on Chinese imports during his first term.</p><h2 id=\"id_769599388\" style=\"text-align: start;\">REFUNDS TO BE &#39;LITIGATED&#39;</h2><p>The Supreme Court&#39;s ruling puts about $175 billion in tariff revenue collected over the past year subject to potential refunds, according to estimates provided to Reuters by Penn-Wharton Budget Model economists.</p><p>Asked if he would refund the IEEPA duties, Trump said, &#34;I guess it has to get litigated for the next two years,&#34; a response indicating that a quick, automatic refund process was unlikely.</p><p>Speaking in Dallas, U.S. Treasury Secretary Scott Bessent told business leaders that since the Supreme Court did not provide any instructions on refunds, those were &#34;in dispute,&#34; adding: &#34;My sense is that could be dragged out for weeks, months, years.&#34;</p><p>But he said that by using new Section 122 tariffs coupled with enhanced Section 232 and Section 301 tariffs, the Treasury estimates that this &#34;will result in virtually unchanged tariff revenue in 2026&#34; despite the loss of the IEEPA tariff receipts.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump Orders Temporary 10% Global Tariff to Replace Duties Struck Down by US Supreme Court</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\">\nTrump Orders Temporary 10% Global Tariff to Replace Duties Struck Down by US Supreme Court\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-02-21 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, Feb 20 (Reuters) - U.S. President Donald Trump said on Friday that he would impose a 10% global tariff for 150 days to replace some of his emergency duties that were struck down by the U.S. Supreme Court.</p><p>Trump said that his order would be made under Section 122 of the Trade Act of 1974 and the duties would be over and above tariffs that are currently in place. The new 10% tariff would go into effect in about three days.</p><p style=\"text-align: start;\">The statute allows the president to impose duties of up to 15% for up to 150 days on any and all countries related to &#34;large and serious&#34; balance of payments issues. It does not require investigations or impose other procedural limits.</p><p>The Supreme Court earlier declared illegal his broad global tariffs imposed under the International Emergency Economic Powers Act, ruling that he had overstepped his authority under that law.</p><p>&#34;We have alternatives, great alternatives,&#34; Trump said. &#34;Could be more money. We&#39;ll take in more money and we&#39;ll be a lot stronger for it,&#34; Trump said of the alternative tools.</p><p>Trump said his administration also was initiating several Section 301 unfair trade practices investigations &#34;to protect our country from unfair trading practices of other countries and companies.&#34;</p><h2 id=\"id_1830475631\" style=\"text-align: start;\">FASTER INVESTIGATIONS</h2><p>Trump&#39;s decision to lean on other statutes, including Section 122, while initiating new investigations under Section 301 had been widely anticipated. But the 10% tariffs he announced Friday can only remain in effect for 150 days, and Section 301 investigations generally take months to complete.</p><p>But Trump said that the five-month window would allow his administration to complete investigations to enhance tariffs.</p><p>Asked if rates would ultimately end up being higher after more Section 232 national security probes and Section 301 probes, Trump said: &#34;Potentially higher. It depends. Whatever we want them to be.&#34;</p><p>He said some countries &#34;that have treated us really badly for years&#34; could see higher tariffs, whereas for others, &#34;it&#39;s going to be very reasonable for them.&#34;</p><p>U.S. Trade Representative Jamieson Greer said details on new Section 301 investigations would be revealed in coming days, adding that these are &#34;incredibly legally durable.&#34; Trump used that unfair trade practices statute to impose broad tariffs on Chinese imports during his first term.</p><h2 id=\"id_769599388\" style=\"text-align: start;\">REFUNDS TO BE &#39;LITIGATED&#39;</h2><p>The Supreme Court&#39;s ruling puts about $175 billion in tariff revenue collected over the past year subject to potential refunds, according to estimates provided to Reuters by Penn-Wharton Budget Model economists.</p><p>Asked if he would refund the IEEPA duties, Trump said, &#34;I guess it has to get litigated for the next two years,&#34; a response indicating that a quick, automatic refund process was unlikely.</p><p>Speaking in Dallas, U.S. Treasury Secretary Scott Bessent told business leaders that since the Supreme Court did not provide any instructions on refunds, those were &#34;in dispute,&#34; adding: &#34;My sense is that could be dragged out for weeks, months, years.&#34;</p><p>But he said that by using new Section 122 tariffs coupled with enhanced Section 232 and Section 301 tariffs, the Treasury estimates that this &#34;will result in virtually unchanged tariff revenue in 2026&#34; despite the loss of the IEEPA tariff receipts.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","TQQQ":"纳指三倍做多ETF","SPY":"标普500ETF","SQQQ":"纳指三倍做空ETF","QQQ":"纳指100ETF","QQQM":"NASDAQ100指数ETF-Invesco","IWM":"罗素2000指数ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","VOO":"Vanguard标普500ETF"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260220:nL1N3ZG0T5:2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2613914152","content_text":"WASHINGTON, Feb 20 (Reuters) - U.S. President Donald Trump said on Friday that he would impose a 10% global tariff for 150 days to replace some of his emergency duties that were struck down by the U.S. Supreme Court.Trump said that his order would be made under Section 122 of the Trade Act of 1974 and the duties would be over and above tariffs that are currently in place. The new 10% tariff would go into effect in about three days.The statute allows the president to impose duties of up to 15% for up to 150 days on any and all countries related to \"large and serious\" balance of payments issues. It does not require investigations or impose other procedural limits.The Supreme Court earlier declared illegal his broad global tariffs imposed under the International Emergency Economic Powers Act, ruling that he had overstepped his authority under that law.\"We have alternatives, great alternatives,\" Trump said. \"Could be more money. We'll take in more money and we'll be a lot stronger for it,\" Trump said of the alternative tools.Trump said his administration also was initiating several Section 301 unfair trade practices investigations \"to protect our country from unfair trading practices of other countries and companies.\"FASTER INVESTIGATIONSTrump's decision to lean on other statutes, including Section 122, while initiating new investigations under Section 301 had been widely anticipated. But the 10% tariffs he announced Friday can only remain in effect for 150 days, and Section 301 investigations generally take months to complete.But Trump said that the five-month window would allow his administration to complete investigations to enhance tariffs.Asked if rates would ultimately end up being higher after more Section 232 national security probes and Section 301 probes, Trump said: \"Potentially higher. It depends. Whatever we want them to be.\"He said some countries \"that have treated us really badly for years\" could see higher tariffs, whereas for others, \"it's going to be very reasonable for them.\"U.S. Trade Representative Jamieson Greer said details on new Section 301 investigations would be revealed in coming days, adding that these are \"incredibly legally durable.\" Trump used that unfair trade practices statute to impose broad tariffs on Chinese imports during his first term.REFUNDS TO BE 'LITIGATED'The Supreme Court's ruling puts about $175 billion in tariff revenue collected over the past year subject to potential refunds, according to estimates provided to Reuters by Penn-Wharton Budget Model economists.Asked if he would refund the IEEPA duties, Trump said, \"I guess it has to get litigated for the next two years,\" a response indicating that a quick, automatic refund process was unlikely.Speaking in Dallas, U.S. Treasury Secretary Scott Bessent told business leaders that since the Supreme Court did not provide any instructions on refunds, those were \"in dispute,\" adding: \"My sense is that could be dragged out for weeks, months, years.\"But he said that by using new Section 122 tariffs coupled with enhanced Section 232 and Section 301 tariffs, the Treasury estimates that this \"will result in virtually unchanged tariff revenue in 2026\" despite the loss of the IEEPA tariff receipts.","news_type":1,"symbols_score_info":{".SPX":2.1,".IXIC":2.1,"TQQQ":2,"SPY":2,"VOO":2,".DJI":2.1,"QQQ":2,"SQQQ":2,"QQQM":2,"IWM":2}},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":525043470521408,"gmtCreate":1769210465313,"gmtModify":1769210468650,"author":{"id":"4164077489018402","authorId":"4164077489018402","name":"Enzo1984","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4164077489018402","idStr":"4164077489018402"},"themes":[],"title":"","htmlText":"Hj5vnn6bzswrefqde&nbsp;","listText":"Hj5vnn6bzswrefqde&nbsp;","text":"Hj5vnn6bzswrefqde","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/525043470521408","repostId":"2605288018","repostType":2,"repost":{"id":"2605288018","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1769209200,"share":"https://ttm.financial/m/news/2605288018?lang=en_US&edition=fundamental","pubTime":"2026-01-24 07:00","market":"us","language":"en","title":"Why AMD’s Stock Is Charging Higher as Intel’s Sinks","url":"https://stock-news.laohu8.com/highlight/detail?id=2605288018","media":"Dow Jones","summary":"AMD might be better equipped than Intel to handle a supply crunch.","content":"<html><head></head><body><p style=\"text-align: start;\">As <a href=\"https://laohu8.com/S/INTC\">Intel</a>’s stock comes under heavy pressure, shares of rival <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> are only getting hotter.</p><p style=\"text-align: start;\">AMD’s stock certainly hasn’t been doing badly lately: It cruised to a ninth consecutive day in the green on Friday, rising more than 27% over that span. But one analyst thinks that AMD is getting even more love as investors get a wake-up call about its competitor, whose shares had been doing better in recent weeks.</p><p>“Everything that [Intel] said on their call is very good for AMD,” Mizuho trading-desk analyst Jordan Klein said in a Friday note.</p><p>One problem that Intel highlighted is a massive supply crunch that’s forcing it to shift capacity away from its personal-computer business as it tries to meet more demand in its data-center business. And while Intel isn’t alone in facing supply challenges, Klein thinks AMD is in a better spot to meet customer demand because it sources its chips from <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co.</a>, whereas Intel both outsources manufacturing and makes its own chips.</p><p style=\"text-align: start;\">According to Klein, AMD’s server central processing units are more popular with hyperscalers than Intel’s. Therefore, he thinks Intel’s commentary, which noted that hyperscaler demand has vastly exceeded prior expectations, bodes well for AMD, whose fifth-generation Epyc processor outperforms Intel’s chips, he said.</p><p>Meanwhile, AMD’s stock is “a lot cheaper” than Intel’s, Klein added, while the company is also spending less money, seeing higher revenue growth and sporting better margins.</p><p style=\"text-align: start;\">Much focus has been on AMD’s competition with <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> in the world of graphics processing units for artificial intelligence. But the market for server CPUs, which pits Intel against AMD, is increasingly of interest. AMD is now almost completely sold out of its server CPUs for the year, according to KeyBanc analyst John Vinh.</p><p style=\"text-align: start;\">Additionally, AMD has more skin in the AI game than Intel, with “a real AI product offering” in its Instinct series of accelerators, in Klein’s view. Investors are waiting to see how its first rack-scale solution, Helios, will stack up against Nvidia when it rolls out in the second half of this year.</p><p style=\"text-align: start;\">Having ended Friday’s session in positive territory, AMD’s stock clinched its longest winning streak since Nov. 19, 2019, according to Dow Jones Market Data. Intel’s stock, meanwhile, was off 17% in Friday’s session for its worst day in a year and a half.</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>Why AMD’s Stock Is Charging Higher as Intel’s Sinks</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\">\nWhy AMD’s Stock Is Charging Higher as Intel’s Sinks\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\">2026-01-24 07:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">As <a href=\"https://laohu8.com/S/INTC\">Intel</a>’s stock comes under heavy pressure, shares of rival <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a> are only getting hotter.</p><p style=\"text-align: start;\">AMD’s stock certainly hasn’t been doing badly lately: It cruised to a ninth consecutive day in the green on Friday, rising more than 27% over that span. But one analyst thinks that AMD is getting even more love as investors get a wake-up call about its competitor, whose shares had been doing better in recent weeks.</p><p>“Everything that [Intel] said on their call is very good for AMD,” Mizuho trading-desk analyst Jordan Klein said in a Friday note.</p><p>One problem that Intel highlighted is a massive supply crunch that’s forcing it to shift capacity away from its personal-computer business as it tries to meet more demand in its data-center business. And while Intel isn’t alone in facing supply challenges, Klein thinks AMD is in a better spot to meet customer demand because it sources its chips from <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing Co.</a>, whereas Intel both outsources manufacturing and makes its own chips.</p><p style=\"text-align: start;\">According to Klein, AMD’s server central processing units are more popular with hyperscalers than Intel’s. Therefore, he thinks Intel’s commentary, which noted that hyperscaler demand has vastly exceeded prior expectations, bodes well for AMD, whose fifth-generation Epyc processor outperforms Intel’s chips, he said.</p><p>Meanwhile, AMD’s stock is “a lot cheaper” than Intel’s, Klein added, while the company is also spending less money, seeing higher revenue growth and sporting better margins.</p><p style=\"text-align: start;\">Much focus has been on AMD’s competition with <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> in the world of graphics processing units for artificial intelligence. But the market for server CPUs, which pits Intel against AMD, is increasingly of interest. AMD is now almost completely sold out of its server CPUs for the year, according to KeyBanc analyst John Vinh.</p><p style=\"text-align: start;\">Additionally, AMD has more skin in the AI game than Intel, with “a real AI product offering” in its Instinct series of accelerators, in Klein’s view. Investors are waiting to see how its first rack-scale solution, Helios, will stack up against Nvidia when it rolls out in the second half of this year.</p><p style=\"text-align: start;\">Having ended Friday’s session in positive territory, AMD’s stock clinched its longest winning streak since Nov. 19, 2019, according to Dow Jones Market Data. Intel’s stock, meanwhile, was off 17% in Friday’s session for its worst day in a year and a half.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","BK4554":"元宇宙及AR概念","AMDU":"Defiance Leveraged Long + Income AMD ETF","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","AMDW":"Roundhill AMD WeeklyPay ETF","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","AMDY":"AMD期权收益策略ETF-YieldMax","BK4585":"ETF&股票定投概念","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","BK4587":"ChatGPT概念","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - 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Templeton Global Equity Income A MDIS SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2605288018","content_text":"As Intel’s stock comes under heavy pressure, shares of rival Advanced Micro Devices are only getting hotter.AMD’s stock certainly hasn’t been doing badly lately: It cruised to a ninth consecutive day in the green on Friday, rising more than 27% over that span. But one analyst thinks that AMD is getting even more love as investors get a wake-up call about its competitor, whose shares had been doing better in recent weeks.“Everything that [Intel] said on their call is very good for AMD,” Mizuho trading-desk analyst Jordan Klein said in a Friday note.One problem that Intel highlighted is a massive supply crunch that’s forcing it to shift capacity away from its personal-computer business as it tries to meet more demand in its data-center business. And while Intel isn’t alone in facing supply challenges, Klein thinks AMD is in a better spot to meet customer demand because it sources its chips from Taiwan Semiconductor Manufacturing Co., whereas Intel both outsources manufacturing and makes its own chips.According to Klein, AMD’s server central processing units are more popular with hyperscalers than Intel’s. Therefore, he thinks Intel’s commentary, which noted that hyperscaler demand has vastly exceeded prior expectations, bodes well for AMD, whose fifth-generation Epyc processor outperforms Intel’s chips, he said.Meanwhile, AMD’s stock is “a lot cheaper” than Intel’s, Klein added, while the company is also spending less money, seeing higher revenue growth and sporting better margins.Much focus has been on AMD’s competition with Nvidia in the world of graphics processing units for artificial intelligence. But the market for server CPUs, which pits Intel against AMD, is increasingly of interest. AMD is now almost completely sold out of its server CPUs for the year, according to KeyBanc analyst John Vinh.Additionally, AMD has more skin in the AI game than Intel, with “a real AI product offering” in its Instinct series of accelerators, in Klein’s view. Investors are waiting to see how its first rack-scale solution, Helios, will stack up against Nvidia when it rolls out in the second half of this year.Having ended Friday’s session in positive territory, AMD’s stock clinched its longest winning streak since Nov. 19, 2019, according to Dow Jones Market Data. Intel’s stock, meanwhile, was off 17% in Friday’s session for its worst day in a year and a half.","news_type":1,"symbols_score_info":{"AMDW":0.6,"INTC":2.1,"INTW":2,"LINT":2,"AMUU":0.6,"AMDY":0.6,"AMDD":0.6,"AMDL":0.6,"AMDG":0.6,"AMDU":0.6,"AMD":2.1,"AMYY":0.6,"DAMD":0.6}},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":524333709948328,"gmtCreate":1769037209346,"gmtModify":1769045469076,"author":{"id":"4164077489018402","authorId":"4164077489018402","name":"Enzo1984","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4164077489018402","idStr":"4164077489018402"},"themes":[],"title":"","htmlText":"6&nbsp; w&nbsp;Nbyinbyr&nbsp;N4r&nbsp; &nbsp;irjzz3nez&nbsp; bn...j5t26wt","listText":"6&nbsp; w&nbsp;Nbyinbyr&nbsp;N4r&nbsp; &nbsp;irjzz3nez&nbsp; bn...j5t26wt","text":"6 w Nbyinbyr N4r irjzz3nez bn...j5t26wt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/524333709948328","repostId":"2605439523","repostType":2,"repost":{"id":"2605439523","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1769035200,"share":"https://ttm.financial/m/news/2605439523?lang=en_US&edition=fundamental","pubTime":"2026-01-22 06:40","market":"fut","language":"en","title":"Big Tech stocks haven't been this cheap in months. These investors say it's time to buy.","url":"https://stock-news.laohu8.com/highlight/detail?id=2605439523","media":"Dow Jones","summary":"The 'Magnificent Seven' have become the 'Lag-nificent Seven', one analyst joked. The \"Magnificent Seven\" have struggled since October, but better days could be coming, one portfolio manager said.The so-called \"Magnificent Seven\" have gone from stock-market leaders to stock-market laggards. But amid the most persistent bout of underperformance for those Big Tech names since the start of the bull market more than three years ago, some see an opportunity to buy.J.C. Parets, a market technician and founder of TrendLabs, joked that the \"Magnificent Seven\" have become the \"Lag-nificent Seven.\" He said positioning in those stocks became extremely crowded last year. Now, some of that has unwound. While Parets said he doesn't expect investors to pile back into those names to such an aggressive degree, the latest bout of weakness could be a buying opportunity.","content":"<p>MW Big Tech stocks haven't been this cheap in months. These investors say it's time to buy.</p><p>By Christine Ji and Joseph Adinolfi</p><h3 id=\"id_3112571590\">Big Tech falls out of favor as market leadership shifts</h3><p>The once-dominant “Magnificent Seven” have gone from market leaders to laggards, prompting one analyst to jokingly rename them the “Lag-nificent Seven.” Since October, these Big Tech stocks have struggled amid a broader rotation away from megacaps and into small caps, cyclicals, value stocks and international equities.</p><p>Within the technology sector, performance has diverged sharply. Semiconductor stocks have continued to outperform, while software names have lagged, adding to the pressure on large-cap tech leaders.</p><h3 id=\"id_1900632086\">Underperformance drives valuations to multi-month lows</h3><p>As a result of this rotation, the Roundhill Magnificent Seven ETF (MAGS), which equally weights the group, has fallen more than 7% since Halloween, compared with a 0.6% decline in the S&amp;P 500 over the same period. The price ratio between MAGS and the SPDR S&amp;P 500 ETF (SPY) has dropped to its lowest level since early September.</p><p>Valuations have followed suit. The forward price-to-earnings ratio of the Magnificent Seven ETF recently hit its lowest level since mid-September, based on expected earnings. The group includes Nvidia, Apple, Alphabet, Meta Platforms, Tesla, Amazon and Microsoft.</p><h3 id=\"id_2822631617\">Positioning unwind and the role of the U.S. dollar</h3><p>J.C. Parets, founder of TrendLabs, said positioning in the Magnificent Seven became extremely crowded last year and is now unwinding. While he does not expect investors to rush back into these stocks aggressively, he believes the recent weakness could present a buying opportunity.</p><p>Parets added that future performance may depend heavily on the direction of the U.S. dollar. A renewed dollar rally could favor a return to outperformance by Big Tech, while further dollar weakness could prolong their underperformance. The ICE U.S. Dollar Index had been trending higher since late December before pulling back sharply earlier this week.</p><h3 id=\"id_3589179928\">Narrowing leadership and small-cap outperformance</h3><p>The group’s dominance has been thinning over time. While all seven stocks outperformed the S&amp;P 500 in 2023, only four did so in 2024. By 2025, Alphabet and Nvidia were the only members still beating the broader index.</p><p>According to David Wagner, head of equity and portfolio manager at Aptus Capital Advisors, small-cap stocks have benefited from expectations of further rate cuts and potential tax breaks, which would disproportionately support smaller companies’ earnings. The Russell 2000 has now outperformed the S&amp;P 500 for 13 consecutive sessions, matching its longest streak since 2008.</p><h3 id=\"id_1171391599\">Earnings season may offer near-term support</h3><p>Despite the recent rotation, Wagner believes megacap stocks still enjoy advantages from operating leverage and economies of scale. He has been adding to positions in Amazon, Microsoft and Meta, all of which have declined over the past three months amid concerns about heavy AI spending pressuring margins and cash flow.</p><p>Wagner argues that investor expectations for AI returns may be overly short-term and that earnings growth from Big Tech and small-cap stocks does not have to be mutually exclusive. With most of the Magnificent Seven set to report earnings in the coming weeks, Mark Hackett, chief market strategist at Nationwide, said the group could see a near-term rebound.</p><p>While the broader market may still offer better risk-reward, Hackett noted that the “buy-the-dip” mentality remains intact and that a period of relative strength for technology stocks is not out of the question amid earnings volatility.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Big Tech stocks haven't been this cheap in months. These investors say it's time to buy.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBig Tech stocks haven't been this cheap in months. These investors say it's time to buy.\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\">2026-01-22 06:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>MW Big Tech stocks haven't been this cheap in months. These investors say it's time to buy.</p><p>By Christine Ji and Joseph Adinolfi</p><h3 id=\"id_3112571590\">Big Tech falls out of favor as market leadership shifts</h3><p>The once-dominant “Magnificent Seven” have gone from market leaders to laggards, prompting one analyst to jokingly rename them the “Lag-nificent Seven.” Since October, these Big Tech stocks have struggled amid a broader rotation away from megacaps and into small caps, cyclicals, value stocks and international equities.</p><p>Within the technology sector, performance has diverged sharply. Semiconductor stocks have continued to outperform, while software names have lagged, adding to the pressure on large-cap tech leaders.</p><h3 id=\"id_1900632086\">Underperformance drives valuations to multi-month lows</h3><p>As a result of this rotation, the Roundhill Magnificent Seven ETF (MAGS), which equally weights the group, has fallen more than 7% since Halloween, compared with a 0.6% decline in the S&amp;P 500 over the same period. The price ratio between MAGS and the SPDR S&amp;P 500 ETF (SPY) has dropped to its lowest level since early September.</p><p>Valuations have followed suit. The forward price-to-earnings ratio of the Magnificent Seven ETF recently hit its lowest level since mid-September, based on expected earnings. The group includes Nvidia, Apple, Alphabet, Meta Platforms, Tesla, Amazon and Microsoft.</p><h3 id=\"id_2822631617\">Positioning unwind and the role of the U.S. dollar</h3><p>J.C. Parets, founder of TrendLabs, said positioning in the Magnificent Seven became extremely crowded last year and is now unwinding. While he does not expect investors to rush back into these stocks aggressively, he believes the recent weakness could present a buying opportunity.</p><p>Parets added that future performance may depend heavily on the direction of the U.S. dollar. A renewed dollar rally could favor a return to outperformance by Big Tech, while further dollar weakness could prolong their underperformance. The ICE U.S. Dollar Index had been trending higher since late December before pulling back sharply earlier this week.</p><h3 id=\"id_3589179928\">Narrowing leadership and small-cap outperformance</h3><p>The group’s dominance has been thinning over time. While all seven stocks outperformed the S&amp;P 500 in 2023, only four did so in 2024. By 2025, Alphabet and Nvidia were the only members still beating the broader index.</p><p>According to David Wagner, head of equity and portfolio manager at Aptus Capital Advisors, small-cap stocks have benefited from expectations of further rate cuts and potential tax breaks, which would disproportionately support smaller companies’ earnings. The Russell 2000 has now outperformed the S&amp;P 500 for 13 consecutive sessions, matching its longest streak since 2008.</p><h3 id=\"id_1171391599\">Earnings season may offer near-term support</h3><p>Despite the recent rotation, Wagner believes megacap stocks still enjoy advantages from operating leverage and economies of scale. He has been adding to positions in Amazon, Microsoft and Meta, all of which have declined over the past three months amid concerns about heavy AI spending pressuring margins and cash flow.</p><p>Wagner argues that investor expectations for AI returns may be overly short-term and that earnings growth from Big Tech and small-cap stocks does not have to be mutually exclusive. With most of the Magnificent Seven set to report earnings in the coming weeks, Mark Hackett, chief market strategist at Nationwide, said the group could see a near-term rebound.</p><p>While the broader market may still offer better risk-reward, Hackett noted that the “buy-the-dip” mentality remains intact and that a period of relative strength for technology stocks is not out of the question amid earnings volatility.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","GOOG":"谷歌","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","TSLR":"2倍做多TSLA ETF-GraniteShares","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","MAGS":"Roundhill Magnificent Seven ETF","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1046421795.USD":"富达环球科技A-ACC","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","TSLY":"TSLA期权收益策略ETF-YieldMax","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","LU2237443382.USD":"Aberdeen Standard SICAV I - 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These investors say it's time to buy.By Christine Ji and Joseph AdinolfiBig Tech falls out of favor as market leadership shiftsThe once-dominant “Magnificent Seven” have gone from market leaders to laggards, prompting one analyst to jokingly rename them the “Lag-nificent Seven.” Since October, these Big Tech stocks have struggled amid a broader rotation away from megacaps and into small caps, cyclicals, value stocks and international equities.Within the technology sector, performance has diverged sharply. Semiconductor stocks have continued to outperform, while software names have lagged, adding to the pressure on large-cap tech leaders.Underperformance drives valuations to multi-month lowsAs a result of this rotation, the Roundhill Magnificent Seven ETF (MAGS), which equally weights the group, has fallen more than 7% since Halloween, compared with a 0.6% decline in the S&P 500 over the same period. The price ratio between MAGS and the SPDR S&P 500 ETF (SPY) has dropped to its lowest level since early September.Valuations have followed suit. The forward price-to-earnings ratio of the Magnificent Seven ETF recently hit its lowest level since mid-September, based on expected earnings. The group includes Nvidia, Apple, Alphabet, Meta Platforms, Tesla, Amazon and Microsoft.Positioning unwind and the role of the U.S. dollarJ.C. Parets, founder of TrendLabs, said positioning in the Magnificent Seven became extremely crowded last year and is now unwinding. While he does not expect investors to rush back into these stocks aggressively, he believes the recent weakness could present a buying opportunity.Parets added that future performance may depend heavily on the direction of the U.S. dollar. A renewed dollar rally could favor a return to outperformance by Big Tech, while further dollar weakness could prolong their underperformance. The ICE U.S. Dollar Index had been trending higher since late December before pulling back sharply earlier this week.Narrowing leadership and small-cap outperformanceThe group’s dominance has been thinning over time. While all seven stocks outperformed the S&P 500 in 2023, only four did so in 2024. By 2025, Alphabet and Nvidia were the only members still beating the broader index.According to David Wagner, head of equity and portfolio manager at Aptus Capital Advisors, small-cap stocks have benefited from expectations of further rate cuts and potential tax breaks, which would disproportionately support smaller companies’ earnings. The Russell 2000 has now outperformed the S&P 500 for 13 consecutive sessions, matching its longest streak since 2008.Earnings season may offer near-term supportDespite the recent rotation, Wagner believes megacap stocks still enjoy advantages from operating leverage and economies of scale. He has been adding to positions in Amazon, Microsoft and Meta, all of which have declined over the past three months amid concerns about heavy AI spending pressuring margins and cash flow.Wagner argues that investor expectations for AI returns may be overly short-term and that earnings growth from Big Tech and small-cap stocks does not have to be mutually exclusive. With most of the Magnificent Seven set to report earnings in the coming weeks, Mark Hackett, chief market strategist at Nationwide, said the group could see a near-term rebound.While the broader market may still offer better risk-reward, Hackett noted that the “buy-the-dip” mentality remains intact and that a period of relative strength for technology stocks is not out of the question amid earnings volatility.","news_type":1,"symbols_score_info":{"USAW.SI":0.6,"TSLG":0.6,"USJW.SI":0.6,"TSLP":0.6,"GOOY":0.6,"OEX":0.6,"CRSH":0.6,"TSYY":0.6,"NVII":0.6,"NVIW.SI":0.6,"SPY":0.68,"META":1.92,"TSLT":0.6,"NVDX":0.6,"TSLI":0.6,"TSLL":0.6,"NVDQ":0.6,"TSDD":0.6,"SPXU":0.6,"GOOX":0.6,"MSFT":1.92,"DIPS":0.6,"GOOG":1.92,"SH":0.6,"GOU":0.6,"NVD":0.6,"NVDA":1.92,"IVV":0.6,"TESL":0.6,"GGLL":0.6,"TSL":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6,"SSO":0.6,"SDS":0.6,"NVDU":0.6,"NVDD":0.6,"NVDG":0.6,"AMZN":1.92,"TSLA":1.92,"MACW.SI":0.6,"GOOGL":1.92,"TSLR":0.6,"TSLY":0.6,"NVDY":0.6,"OEF":0.6,"NVDW":0.6,"MAGS":1.95,"GOOP":0.6,"UPRO":0.6,"ESmain":0.6,"GOOW":0.6,"SNVD.UK":0.6,"AAPL":1.92,"GGLS":0.6,"NVD3.UK":0.6,"NVDS":0.6,"MESmain":0.6,"NVDS.UK":0.6,"TSLQ":0.6,"TSLW":0.6,"TSLZ":0.6,"TSLS":0.6,"NVD2.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}