Enson78 personal page - To The Moon

Enson78

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2025-11-25

$NVIDIA(NVDA)$ google's AI chips can give other company to use. I do not think so. It is only use for google cloud.

05-14

I check china news, they do not need nvdia chips as 4 company can replace nvdia chips.

24H | Nvidia Jumps 2.8%. US Clears H200 Chip Sales to 10 China Firms as Nvidia CEO Looks for Breakthrough

07-09

This guy just want to cover his axx. AI development just in junior to mid lever. Not even middle stage yet. AI software will improve alot this two year. After that will slow down, it is just started. This guy just investors not doing any AI involvement.

AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm

07-09

Bullshit. Only three years later or even more year doom will come. AI robot will improve alot this two year. Only after two year will slow down.

AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm

07-08

Why they feel near to top. A lot country is building data centre or start to build. Next year middle or end may have extra supply. 2026 still consumer more than supply. How many foolish worry so much for 2026. If US allow to use China memory, your worry is correct.

Micron’s Stock Falls as Investors Wonder If the Memory Market Is near the Top

05-16

So need to setup US backdoor chip to whole world?

Arm Holdings To Face US Antitrust Probe Over Chip Tech, Bloomberg News Reports

06-06

So today all fall like hell due to US government pull back money investment in US market

US Posts Another Month of Strong Job Gains in May; Unemployment Rate Steady at 4.3%

05-23

China already rejected. I wonder which company dare to order especially 4company AI card already can replace H200 even h300. Deepseek already use Huawei AI card. Compare to chartgdp, deepseek way cheaper and open source to many company.

Taipei- Nvidia CEO Huang: H200 Has Been Licensed to Ship to China, Would Be Terrific to Serve That Market

03-16

I don't think so he is willing negotiation with Trump. Everytime negotiation the day before, US and Israel will shoot missile to kill them. Both country has loss their trust to Iran.

Trump Says US Talking To Iran But Doubts Tehran Ready For Negotiations

03-16

To cover his mistake?

Trump demands other countries help protect Strait of Hormuz

Go to Tiger App to see more news

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Only three years later or even more year&nbsp;doom will come. AI robot will improve alot this two year. Only after two year will slow down.","listText":"Bullshit. Only three years later or even more year&nbsp;doom will come. AI robot will improve alot this two year. Only after two year will slow down.","text":"Bullshit. Only three years later or even more year doom will come. AI robot will improve alot this two year. 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Mania Overheats, Big Short Burry Sounds Doomsday Alarm\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1042425491\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e129b76626766cbd8a5e603ea898d4f7);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">AI Industry Frontlines </p>\n<p class=\"h-time\">2026-07-06 08:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTD":"1倍做空PLTR ETF-Direxion","RDTL":"2倍做多RDDT ETF-GraniteShares","ADP":"自动数据处理","TEM":"Tempus AI","PLTG":"2倍做多PLTR ETF-Leverage Shares","PTIR":"2倍做多PLTR ETF-GraniteShares","UPST":"Upstart Holdings, Inc.","RDYY":"YIELDMAX RDDT OPTION INCOME STRATEGY ETF","RBRK":"Rubrik Inc.","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","SOUX":"2倍做多SOUN ETF-Defiance","SOUN":"SoundHound AI Inc","HUBS":"HubSpot","ADBE":"Adobe","FIG":"Simplify Macro Strategy ETF","BBAI":"BigBear.ai Holdings","TTD":"Trade Desk Inc.","NOWL":"2倍做多NOW ETF-GraniteShares","LMNX":"DEFIANCE DAILY TARGET 2X LONG LMND ETF","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","TEAM":"Atlassian Corporation PLC","APPX":"2倍做多APP ETF-Tradr","PLTU":"2倍做多PLTR ETF-Direxion","CRM":"赛富时","FIGG":"2倍做多Figma ETF-Leverage Shares","DOGD":"2倍做多DDOG ETF-Tradr","DUOL":"多邻国","BRZE":"Braze, Inc.","PLTR":"Palantir Technologies Inc.","BAIG":"2倍做多BBAI ETF-Leverage Shares","CRMG":"2倍做多CRM ETF- Leverage Shares","PLTW":"PLTR周配息ETF-Roundhill","DDOG":"Datadog","TTDU":"T-Rex 2X Long TTD Daily Target ETF","APP":"AppLovin Corporation","PLTY":"PLTR期权收益策略ETF-YieldMax","GTLB":"GitLab, Inc.","RZLV":"Rezolve AI","RDDT":"Reddit","PLTZ":"2倍做空PLTR ETF-Defiance","NOW":"ServiceNow","UNX":"Tradr 2X Long U Daily ETF","U":"Unity Software Inc.","AI":"C3.ai, Inc.","CRNC":"Cerence Inc.","UPSX":"2倍做多UPST ETF-Tradr","DUOG":"Leverage Shares 2X Long DUOL Daily ETF","PLTA":"ProShares Ultra PLTR ETF","TEMT":"2倍做多TEM ETF-Tradr","ADBG":"2倍做多ADBE ETF- Leverage Shares","PLTI":"REX PLTR Growth & Income ETF","PLYY":"GraniteShares YieldBOOST PLTR ETF","LMND":"Lemonade, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119035996","news_type":1,"symbols_score_info":{"TTDU":0.6,"SOUN":2,"PLTU":0.6,"PLYY":0.6,"ADBE":2,"LMND":2,"NOW":2,"PLTA":0.6,"FIG":2,"DOGD":0.6,"PLTD":0.6,"TEMT":0.6,"UPSX":0.6,"RBRK":2,"AIYY":0.6,"BBAI":2,"BRZE":2,"PLTG":0.6,"CRM":2,"DUOG":0.6,"U":2,"DUOL":2,"PTIR":0.6,"APPX":0.6,"UPST":2,"TEM":2,"ADP":2,"LMNX":0.6,"AI":2,"SOUX":0.6,"RDYY":0.6,"CRNC":2,"RZLV":2,"TTD":2,"DDOG":2,"UNX":0.6,"FIGG":0.6,"NOWL":0.6,"GTLB":2,"PLTR":2,"PLTZ":0.6,"CRMG":0.6,"RDDT":2,"APP":2,"ADBG":0.6,"BAIG":0.6,"HUBS":2,"PLOO":0.6,"PLTY":0.6,"RDTL":0.6,"PLTW":0.6,"PLTI":0.6,"TEAM":2}},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583522598282168,"gmtCreate":1783491766218,"gmtModify":1783492524362,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4168693765597012","authorIdStr":"4168693765597012"},"themes":[],"title":"","htmlText":"Why they feel near to top. A lot country is building data centre or start to build. Next year middle or&nbsp;end may have extra supply. 2026 still consumer more than supply. How many foolish worry so much for 2026. If US allow to use China memory,&nbsp; your worry is correct.&nbsp;","listText":"Why they feel near to top. A lot country is building data centre or start to build. Next year middle or&nbsp;end may have extra supply. 2026 still consumer more than supply. How many foolish worry so much for 2026. If US allow to use China memory,&nbsp; your worry is correct.&nbsp;","text":"Why they feel near to top. A lot country is building data centre or start to build. Next year middle or end may have extra supply. 2026 still consumer more than supply. How many foolish worry so much for 2026. If US allow to use China memory, your worry is correct.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/583522598282168","repostId":"2649935136","repostType":2,"repost":{"id":"2649935136","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":1783476300,"share":"https://ttm.financial/m/news/2649935136?lang=en_US&edition=fundamental","pubTime":"2026-07-08 10:05","market":"us","language":"en","title":"Micron’s Stock Falls as Investors Wonder If the Memory Market Is near the Top","url":"https://stock-news.laohu8.com/highlight/detail?id=2649935136","media":"Dow Jones","summary":"‘Most investor feedback continues to point to a skittish AI tape,’ one analyst says.","content":"<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>’s stock fell hard on Tuesday as investors looked past a massive profit boom at memory rival Samsung Electronics.</p><p style=\"text-align: start;\">Shares of Micron fell 4.7%, while <a href=\"https://laohu8.com/S/SNDK\">Sandisk</a>’s stock lost 7.3% on Tuesday. Storage makers <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> and <a href=\"https://laohu8.com/S/STX\">Seagate Technology</a> saw their shares fall 7.9% and 4.7%, respectively, following big gains on Monday.</p><p>Jefferies equities trading analyst Jeffrey Favuzza said “most investor feedback continues to point to a skittish [artificial-intelligence] tape, elevated expectations/bar,” and underwhelming results — at least relative to the major recent appreciation in Samsung’s stock.</p><p>Samsung’s preliminary results did not offer investors insight into performance by business division, Favuzza said in a Tuesday note. Those details will come with Samsung’s full report later this month.</p><p style=\"text-align: start;\">Baird managing director Ted Mortonson said Tuesday’s action reflected worries on Wall Street that the market is “now entering a phase where elasticity of demand is being impacted by massive component inflation,” referring to rising prices for memory and storage chips due to the ongoing supply-demand imbalance. Those price increases are now hitting consumer and enterprise markets, he said in emailed comments.</p><p style=\"text-align: start;\">Mortonson pointed to massive spending by hyperscalers and said that when the return on invested capital “degrades to the point where they can’t pass on component prices,” the memory cycle could pause until supply reaches parity with demand. That’s not expected until 2028 or 2029, he added.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AAPL\">Apple</a> said in June that it is planning to raise iPhone prices as the cost of memory chips continues to climb.</p><p style=\"text-align: start;\">Samsung’s South Korea-listed shares closed down 7% on Tuesday after the company reported preliminary second-quarter operating profits of 89.4 trillion won, or $58.5 billion, which was above the FactSet consensus for 87 trillion won. The company’s preliminary revenue of 171 trillion won was only in line with estimates, however.</p><p>While operating profits were up by 19 times compared with the previous year, they were “only just ahead of expectations as opposed to Micron, which blew expectations away,” said Richard Windsor, founder of research firm Radio Free Mobile.</p><p style=\"text-align: start;\">Therefore, “the market is wondering whether or not we are at the top,” he said in a Tuesday note.</p><p style=\"text-align: start;\">In Windsor’s view, the answer will be determined by continued demand for tokens, or the pieces of data processed and generated by AI models, as prices for them continue to rise.</p><p style=\"text-align: start;\">“For as long as demand continues to greatly outstrip supply, then we do not have a problem, and the memory companies will continue to rise and the compute providers will continue to print cash,” Windsor said.</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>Micron’s Stock Falls as Investors Wonder If the Memory Market Is near the Top</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron’s Stock Falls as Investors Wonder If the Memory Market Is near the Top\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\">2026-07-08 10:05</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;\"><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>’s stock fell hard on Tuesday as investors looked past a massive profit boom at memory rival Samsung Electronics.</p><p style=\"text-align: start;\">Shares of Micron fell 4.7%, while <a href=\"https://laohu8.com/S/SNDK\">Sandisk</a>’s stock lost 7.3% on Tuesday. Storage makers <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> and <a href=\"https://laohu8.com/S/STX\">Seagate Technology</a> saw their shares fall 7.9% and 4.7%, respectively, following big gains on Monday.</p><p>Jefferies equities trading analyst Jeffrey Favuzza said “most investor feedback continues to point to a skittish [artificial-intelligence] tape, elevated expectations/bar,” and underwhelming results — at least relative to the major recent appreciation in Samsung’s stock.</p><p>Samsung’s preliminary results did not offer investors insight into performance by business division, Favuzza said in a Tuesday note. Those details will come with Samsung’s full report later this month.</p><p style=\"text-align: start;\">Baird managing director Ted Mortonson said Tuesday’s action reflected worries on Wall Street that the market is “now entering a phase where elasticity of demand is being impacted by massive component inflation,” referring to rising prices for memory and storage chips due to the ongoing supply-demand imbalance. Those price increases are now hitting consumer and enterprise markets, he said in emailed comments.</p><p style=\"text-align: start;\">Mortonson pointed to massive spending by hyperscalers and said that when the return on invested capital “degrades to the point where they can’t pass on component prices,” the memory cycle could pause until supply reaches parity with demand. That’s not expected until 2028 or 2029, he added.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AAPL\">Apple</a> said in June that it is planning to raise iPhone prices as the cost of memory chips continues to climb.</p><p style=\"text-align: start;\">Samsung’s South Korea-listed shares closed down 7% on Tuesday after the company reported preliminary second-quarter operating profits of 89.4 trillion won, or $58.5 billion, which was above the FactSet consensus for 87 trillion won. The company’s preliminary revenue of 171 trillion won was only in line with estimates, however.</p><p>While operating profits were up by 19 times compared with the previous year, they were “only just ahead of expectations as opposed to Micron, which blew expectations away,” said Richard Windsor, founder of research firm Radio Free Mobile.</p><p style=\"text-align: start;\">Therefore, “the market is wondering whether or not we are at the top,” he said in a Tuesday note.</p><p style=\"text-align: start;\">In Windsor’s view, the answer will be determined by continued demand for tokens, or the pieces of data processed and generated by AI models, as prices for them continue to rise.</p><p style=\"text-align: start;\">“For as long as demand continues to greatly outstrip supply, then we do not have a problem, and the memory companies will continue to rise and the compute providers will continue to print cash,” Windsor said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","MULL":"2倍做多MU ETF-GraniteShares","BK4554":"元宇宙及AR概念","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","CGGO":"Capital Group Global Growth Equity ETF","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","BK4553":"喜马拉雅资本持仓","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","RULE":"Adaptive Core ETF","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4588":"碎股","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","USXF":"iShares ESG Advanced MSCI USA ETF","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","IXN":"iShares Trust S&P Global Informa","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","FTXL":"First Trust Nasdaq Semiconductor ETF","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","MU":"美光科技","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","EMSF":"Matthews Emerging Markets Sustainable Future Active ETF","FDTX":"Fidelity Disruptive Technology ETF","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","SHOC":"Strive U.S. Semiconductor ETF","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","VGT":"信息技术ETF-Vanguard","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","SMH":"半导体指数ETF-HOLDRs","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","BK4566":"资本集团","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2102340556.USD":"AZ ALLOCATION - RISK PARITY FACTOR \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","MUU":"2倍做多MU ETF-Direxion","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","AIFD":"TCW Artificial Intelligence ETF","BK4605":"半导体精选","IETC":"iShares U.S. Tech Independence Focused ETF","FTEC":"Fidelity MSCI Information Techno","BAI":"iShares A.I. 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VL \"A\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","XLK":"高科技指数ETF-SPDR","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","MUD":"1倍做空MU ETF-Direxion","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","ARTY":"ISHARES FUTURE AI & TECH ETF","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"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":"2649935136","content_text":"Micron Technology’s stock fell hard on Tuesday as investors looked past a massive profit boom at memory rival Samsung Electronics.Shares of Micron fell 4.7%, while Sandisk’s stock lost 7.3% on Tuesday. Storage makers Western Digital and Seagate Technology saw their shares fall 7.9% and 4.7%, respectively, following big gains on Monday.Jefferies equities trading analyst Jeffrey Favuzza said “most investor feedback continues to point to a skittish [artificial-intelligence] tape, elevated expectations/bar,” and underwhelming results — at least relative to the major recent appreciation in Samsung’s stock.Samsung’s preliminary results did not offer investors insight into performance by business division, Favuzza said in a Tuesday note. Those details will come with Samsung’s full report later this month.Baird managing director Ted Mortonson said Tuesday’s action reflected worries on Wall Street that the market is “now entering a phase where elasticity of demand is being impacted by massive component inflation,” referring to rising prices for memory and storage chips due to the ongoing supply-demand imbalance. Those price increases are now hitting consumer and enterprise markets, he said in emailed comments.Mortonson pointed to massive spending by hyperscalers and said that when the return on invested capital “degrades to the point where they can’t pass on component prices,” the memory cycle could pause until supply reaches parity with demand. That’s not expected until 2028 or 2029, he added.Apple said in June that it is planning to raise iPhone prices as the cost of memory chips continues to climb.Samsung’s South Korea-listed shares closed down 7% on Tuesday after the company reported preliminary second-quarter operating profits of 89.4 trillion won, or $58.5 billion, which was above the FactSet consensus for 87 trillion won. The company’s preliminary revenue of 171 trillion won was only in line with estimates, however.While operating profits were up by 19 times compared with the previous year, they were “only just ahead of expectations as opposed to Micron, which blew expectations away,” said Richard Windsor, founder of research firm Radio Free Mobile.Therefore, “the market is wondering whether or not we are at the top,” he said in a Tuesday note.In Windsor’s view, the answer will be determined by continued demand for tokens, or the pieces of data processed and generated by AI models, as prices for them continue to rise.“For as long as demand continues to greatly outstrip supply, then we do not have a problem, and the memory companies will continue to rise and the compute providers will continue to print cash,” Windsor said.","news_type":1,"symbols_score_info":{"XNTK":0.6,"MUD":0.6,"BAI":0.6,"FAI":0.6,"XLK":0.6,"EFIV":0.6,"SHOC":0.6,"EMSF":0.6,"CGGO":0.6,"WUGI":0.6,"IXN":0.6,"VGT":0.6,"FDTX":0.6,"RULE":0.6,"USXF":0.6,"CHAT":0.6,"LEGR":0.6,"ARTY":0.6,"IETC":0.6,"TRFK":0.6,"SOXQ":0.6,"JGRO":0.6,"AIS":0.6,"CHPS":0.6,"MUU":0.6,"SOXX":0.6,"MU":1.96,"WLDR":0.6,"PSI":0.6,"MULL":0.6,"AIFD":0.6,"FTEC":0.6,"FXL":0.6,"AIQ":0.6,"EGGY":0.6,"SMH":0.6,"FTXL":0.6}},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581973803313299","authorId":"3581973803313299","name":"chinyung12","avatar":"https://community-static.tradeup.com/news/b5157710399178caf86b4879b6c64746","crmLevel":12,"crmLevelSwitch":0,"idStr":"3581973803313299","authorIdStr":"3581973803313299"},"content":"It’s the story they choose to tell. Trust me, the narratives would be different next week, after SK Hynix comes.","text":"It’s the story they choose to tell. Trust me, the narratives would be different next week, after SK Hynix comes.","html":"It’s the story they choose to tell. Trust me, the narratives would be different next week, after SK Hynix comes."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":572122060890752,"gmtCreate":1780700718398,"gmtModify":1780700721353,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4168693765597012","authorIdStr":"4168693765597012"},"themes":[],"title":"","htmlText":"So today all fall like hell due to US government pull back money investment in US market","listText":"So today all fall like hell due to US government pull back money investment in US market","text":"So today all fall like hell due to US government pull back money investment in US market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/572122060890752","repostId":"1190863850","repostType":2,"repost":{"id":"1190863850","kind":"news","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":1780662600,"share":"https://ttm.financial/m/news/1190863850?lang=en_US&edition=fundamental","pubTime":"2026-06-05 20:30","market":"us","language":"en","title":"US Posts Another Month of Strong Job Gains in May; Unemployment Rate Steady at 4.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1190863850","media":"Reuters","summary":"US May Non-Farm Payrolls +172K (Est. +85K, Prior +179K Revised from +115K)","content":"<html><head></head><body><p>WASHINGTON, June 5 (Reuters) - The ‌U.S. economy posted another month of strong employment gains in May, confirming that the labor market was gaining traction after stumbling last year, and potentially giving the Federal Reserve more room to keep interest rates unchanged amid rising inflation stemming from the war with Iran.</p><p>Nonfarm payrolls increased by 172,000 jobs last month after rising by an upwardly revised 179,000 in April, the Labor Department&#39;s ⁠Bureau of Labor Statistics said in its closely watched employment report on Friday. Economists polled by Reuters had forecast payrolls increasing by 85,000 jobs after a previously reported 115,000 rise in April.</p><p>Estimates for job growth ranged from 50,000 to 125,000. The increase added to gains notched in the prior two months.</p><p>Economists estimated the economy needs to create between zero and 50,000 jobs per month to keep up with growth in the working-age population. The so-called break even rate has dropped because of an immigration crackdown that has reduced the labor force, limiting the rise in the unemployment rate.</p><p>The jobless rate remained at 4.3% for a third ‌straight ⁠month. The improvement in payrolls mostly reflects low layoffs. Businesses have been cautious about boosting hiring as they deal with uncertainty, first from President Donald Trump&#39;s sweeping tariffs last year and now the U.S.-Israeli war with Iran.</p><p>There are so far no indications that the Middle East conflict, which has unleashed a surge in oil prices and other products ⁠shipped through the Strait of Hormuz, is having a material impact on the jobs market.</p><p>Fiscal stimulus, in the form of tax and tariff refunds, has bolstered corporate profits and allowed businesses to refrain from large-scale firings, economists said.</p><p>The U.S. ⁠Supreme Court in February struck down the tariffs, and some businesses have filed for refunds. Corporate profits increased by $40.4 billion in the first quarter and have been rising since the second quarter of 2025.</p><p>Despite ⁠the strength in payrolls, the labor market remains in what economists have termed a &#34;slow-hire, slow-fire&#34; equilibrium. Financial markets expect the U.S. central bank to leave its benchmark overnight interest rate in the 3.50% to 3.75% range into 2027.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Posts Another Month of Strong Job Gains in May; Unemployment Rate Steady at 4.3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Posts Another Month of Strong Job Gains in May; Unemployment Rate Steady at 4.3%\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\">2026-06-05 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, June 5 (Reuters) - The ‌U.S. economy posted another month of strong employment gains in May, confirming that the labor market was gaining traction after stumbling last year, and potentially giving the Federal Reserve more room to keep interest rates unchanged amid rising inflation stemming from the war with Iran.</p><p>Nonfarm payrolls increased by 172,000 jobs last month after rising by an upwardly revised 179,000 in April, the Labor Department&#39;s ⁠Bureau of Labor Statistics said in its closely watched employment report on Friday. Economists polled by Reuters had forecast payrolls increasing by 85,000 jobs after a previously reported 115,000 rise in April.</p><p>Estimates for job growth ranged from 50,000 to 125,000. The increase added to gains notched in the prior two months.</p><p>Economists estimated the economy needs to create between zero and 50,000 jobs per month to keep up with growth in the working-age population. The so-called break even rate has dropped because of an immigration crackdown that has reduced the labor force, limiting the rise in the unemployment rate.</p><p>The jobless rate remained at 4.3% for a third ‌straight ⁠month. The improvement in payrolls mostly reflects low layoffs. Businesses have been cautious about boosting hiring as they deal with uncertainty, first from President Donald Trump&#39;s sweeping tariffs last year and now the U.S.-Israeli war with Iran.</p><p>There are so far no indications that the Middle East conflict, which has unleashed a surge in oil prices and other products ⁠shipped through the Strait of Hormuz, is having a material impact on the jobs market.</p><p>Fiscal stimulus, in the form of tax and tariff refunds, has bolstered corporate profits and allowed businesses to refrain from large-scale firings, economists said.</p><p>The U.S. ⁠Supreme Court in February struck down the tariffs, and some businesses have filed for refunds. Corporate profits increased by $40.4 billion in the first quarter and have been rising since the second quarter of 2025.</p><p>Despite ⁠the strength in payrolls, the labor market remains in what economists have termed a &#34;slow-hire, slow-fire&#34; equilibrium. Financial markets expect the U.S. central bank to leave its benchmark overnight interest rate in the 3.50% to 3.75% range into 2027.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF",".DJI":"道琼斯","SQQQ":"纳指三倍做空ETF","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190863850","content_text":"WASHINGTON, June 5 (Reuters) - The ‌U.S. economy posted another month of strong employment gains in May, confirming that the labor market was gaining traction after stumbling last year, and potentially giving the Federal Reserve more room to keep interest rates unchanged amid rising inflation stemming from the war with Iran.Nonfarm payrolls increased by 172,000 jobs last month after rising by an upwardly revised 179,000 in April, the Labor Department's ⁠Bureau of Labor Statistics said in its closely watched employment report on Friday. Economists polled by Reuters had forecast payrolls increasing by 85,000 jobs after a previously reported 115,000 rise in April.Estimates for job growth ranged from 50,000 to 125,000. The increase added to gains notched in the prior two months.Economists estimated the economy needs to create between zero and 50,000 jobs per month to keep up with growth in the working-age population. The so-called break even rate has dropped because of an immigration crackdown that has reduced the labor force, limiting the rise in the unemployment rate.The jobless rate remained at 4.3% for a third ‌straight ⁠month. The improvement in payrolls mostly reflects low layoffs. Businesses have been cautious about boosting hiring as they deal with uncertainty, first from President Donald Trump's sweeping tariffs last year and now the U.S.-Israeli war with Iran.There are so far no indications that the Middle East conflict, which has unleashed a surge in oil prices and other products ⁠shipped through the Strait of Hormuz, is having a material impact on the jobs market.Fiscal stimulus, in the form of tax and tariff refunds, has bolstered corporate profits and allowed businesses to refrain from large-scale firings, economists said.The U.S. ⁠Supreme Court in February struck down the tariffs, and some businesses have filed for refunds. Corporate profits increased by $40.4 billion in the first quarter and have been rising since the second quarter of 2025.Despite ⁠the strength in payrolls, the labor market remains in what economists have termed a \"slow-hire, slow-fire\" equilibrium. Financial markets expect the U.S. central bank to leave its benchmark overnight interest rate in the 3.50% to 3.75% range into 2027.","news_type":1,"symbols_score_info":{"SQQQ":1,"QQQ":1,"TQQQ":1,"SPY":1,"ESmain":1,".SPX":1,".DJI":1,"NQmain":1,"YMmain":1,".IXIC":1}},"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":567284339268296,"gmtCreate":1779536388431,"gmtModify":1779542211204,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4168693765597012","authorIdStr":"4168693765597012"},"themes":[],"title":"","htmlText":"China already rejected. I wonder which company dare to order especially 4company AI card already can replace H200 even h300. Deepseek already use Huawei AI card. Compare to chartgdp, deepseek way cheaper and open source to many company.","listText":"China already rejected. I wonder which company dare to order especially 4company AI card already can replace H200 even h300. Deepseek already use Huawei AI card. Compare to chartgdp, deepseek way cheaper and open source to many company.","text":"China already rejected. I wonder which company dare to order especially 4company AI card already can replace H200 even h300. Deepseek already use Huawei AI card. Compare to chartgdp, deepseek way cheaper and open source to many company.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567284339268296","repostId":"2637532141","repostType":2,"repost":{"id":"2637532141","kind":"live","pubTimestamp":1779526894,"share":"https://ttm.financial/m/news/2637532141?lang=en_US&edition=fundamental","pubTime":"2026-05-23 17:01","market":"fut","language":"en","title":"Taipei- Nvidia CEO Huang: H200 Has Been Licensed to Ship to China, Would Be Terrific to Serve That Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2637532141","media":"THOMSON REUTERS","summary":"Taipei- Nvidia CEO Huang: H200 Has Been Licensed to Ship to China, Would Be Terrific to Serve That M","content":"<html><body><p>Taipei- Nvidia CEO Huang: H200 Has Been Licensed to Ship to China, Would Be Terrific to Serve That Market</p></body></html>","source":"reuters_en_live","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>Taipei- Nvidia CEO Huang: H200 Has Been Licensed to Ship to China, Would Be Terrific to Serve That Market</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTaipei- Nvidia CEO Huang: H200 Has Been Licensed to Ship to China, Would Be Terrific to Serve That Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-23 17:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260523:nP8N3V2054:9><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taipei- Nvidia CEO Huang: H200 Has Been Licensed to Ship to China, Would Be Terrific to Serve That Market</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260523:nP8N3V2054:9\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" 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need to setup US backdoor chip to whole world?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/564701941813472","repostId":"2635055157","repostType":2,"repost":{"id":"2635055157","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":1778886876,"share":"https://ttm.financial/m/news/2635055157?lang=en_US&edition=fundamental","pubTime":"2026-05-16 07:14","market":"us","language":"en","title":"Arm Holdings To Face US Antitrust Probe Over Chip Tech, Bloomberg News Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=2635055157","media":"Reuters","summary":"May 15  - Arm Holdings ARM.O is facing an antitrust probe by the U.S. Federal Trade Commission over the British chip designer's licensing of its semiconductor technology, part of ongoing global scrutiny of the business, Bloomberg News reported on Friday.The FTC is investigating whether Arm is trying to illegally monopolize parts of the semiconductor market. It is looking to assess if Arm will reject or downgrade the licensing agreements for its chip blueprints used to design central processing units, the report said, citing people familiar with the matter.Earlier this year, the US regulator notified Arm of the investigation and demanded the company preserve documents, according to Bloomberg.A big portion of Arm's revenue comes from licensing its technology to companies such as Nvidia NVDA.O and Apple AAPL.O and collecting royalty payments on design use.Reuters was not able to verify the report. Both Arm and the FTC did not immediately respond to Reuters requests for comment.Regulators ","content":"<html><head></head><body><p>May 15 (Reuters) - Arm Holdings ARM.O is facing an antitrust probe by the U.S. Federal Trade Commission over the British chip designer&#39;s licensing of its semiconductor technology, part of ongoing global scrutiny of the business, Bloomberg News reported on Friday.</p><p>Arm Holdings shares tumbled 8% on Friday trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca600693c07de453455d9bf0f5c4f9db\" tg-width=\"707\" tg-height=\"813\"/></p><p>The FTC is investigating whether Arm is trying to illegally monopolize parts of the semiconductor market. It is looking to assess if Arm will reject or downgrade the licensing agreements for its chip blueprints used to design central processing units, the report said, citing people familiar with the matter.</p><p>Earlier this year, the US regulator notified Arm of the investigation and demanded the company preserve documents, according to Bloomberg.</p><p>A big portion of Arm&#39;s revenue comes from licensing its technology to companies such as <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> NVDA.O and Apple AAPL.O and collecting royalty payments on design use.</p><p>Reuters was not able to verify the report. Both Arm and the FTC did not immediately respond to Reuters requests for comment.</p><p>Regulators outside the U.S. are also probing Arm&#39;s practices.</p><p>South Korea&#39;s antitrust regulator was investigating the Seoul offices of Arm in November, as part of ongoing scrutiny of the company&#39;s licensing practices.</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>Arm Holdings To Face US Antitrust Probe Over Chip Tech, Bloomberg News Reports</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\">\nArm Holdings To Face US Antitrust Probe Over Chip Tech, Bloomberg News Reports\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\">2026-05-16 07:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>May 15 (Reuters) - Arm Holdings ARM.O is facing an antitrust probe by the U.S. Federal Trade Commission over the British chip designer&#39;s licensing of its semiconductor technology, part of ongoing global scrutiny of the business, Bloomberg News reported on Friday.</p><p>Arm Holdings shares tumbled 8% on Friday trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca600693c07de453455d9bf0f5c4f9db\" tg-width=\"707\" tg-height=\"813\"/></p><p>The FTC is investigating whether Arm is trying to illegally monopolize parts of the semiconductor market. It is looking to assess if Arm will reject or downgrade the licensing agreements for its chip blueprints used to design central processing units, the report said, citing people familiar with the matter.</p><p>Earlier this year, the US regulator notified Arm of the investigation and demanded the company preserve documents, according to Bloomberg.</p><p>A big portion of Arm&#39;s revenue comes from licensing its technology to companies such as <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> NVDA.O and Apple AAPL.O and collecting royalty payments on design use.</p><p>Reuters was not able to verify the report. Both Arm and the FTC did not immediately respond to Reuters requests for comment.</p><p>Regulators outside the U.S. are also probing Arm&#39;s practices.</p><p>South Korea&#39;s antitrust regulator was investigating the Seoul offices of Arm in November, as part of ongoing scrutiny of the company&#39;s licensing practices.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - 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GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260515:nL4N41S1RE:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2635055157","content_text":"May 15 (Reuters) - Arm Holdings ARM.O is facing an antitrust probe by the U.S. Federal Trade Commission over the British chip designer's licensing of its semiconductor technology, part of ongoing global scrutiny of the business, Bloomberg News reported on Friday.Arm Holdings shares tumbled 8% on Friday trading.The FTC is investigating whether Arm is trying to illegally monopolize parts of the semiconductor market. It is looking to assess if Arm will reject or downgrade the licensing agreements for its chip blueprints used to design central processing units, the report said, citing people familiar with the matter.Earlier this year, the US regulator notified Arm of the investigation and demanded the company preserve documents, according to Bloomberg.A big portion of Arm's revenue comes from licensing its technology to companies such as Nvidia NVDA.O and Apple AAPL.O and collecting royalty payments on design use.Reuters was not able to verify the report. Both Arm and the FTC did not immediately respond to Reuters requests for comment.Regulators outside the U.S. are also probing Arm's practices.South Korea's antitrust regulator was investigating the Seoul offices of Arm in November, as part of ongoing scrutiny of the company's licensing practices.","news_type":1,"symbols_score_info":{"AAPB":0.6,"AAPY":0.6,"NVDB":0.6,"AAPU":0.6,"NVDU":0.6,"NVDW":0.6,"NVII":0.6,"APLY":0.6,"NVDG":0.6,"NVD":0.6,"NVDX":0.6,"AAPW":0.6,"NVDQ":0.6,"07788":0.6,"ANV":0.6,"AAPD":0.6,"DIPS":0.6,"NVDO":0.6,"NVDL":0.6,"AAPX":0.6,"QCMD":0.6,"NVDD":0.6,"QCML":0.6,"NVYY":0.6,"07388":0.6,"ARM":2,"NVDS":0.6,"NVDY":0.6,"QCMU":0.6}},"isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":564048798508072,"gmtCreate":1778740453971,"gmtModify":1778740457865,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4168693765597012","authorIdStr":"4168693765597012"},"themes":[],"title":"","htmlText":"I check china news, they do not need nvdia chips as 4 company can replace nvdia chips.&nbsp;","listText":"I check china news, they do not need nvdia chips as 4 company can replace nvdia chips.&nbsp;","text":"I check china news, they do not need nvdia chips as 4 company can replace nvdia chips.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/564048798508072","repostId":"1122551622","repostType":2,"repost":{"id":"1122551622","kind":"news","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":1778738314,"share":"https://ttm.financial/m/news/1122551622?lang=en_US&edition=fundamental","pubTime":"2026-05-14 13:58","market":"us","language":"en","title":"24H | Nvidia Jumps 2.8%. US Clears H200 Chip Sales to 10 China Firms as Nvidia CEO Looks for Breakthrough","url":"https://stock-news.laohu8.com/highlight/detail?id=1122551622","media":"Reuters","summary":"Nvidia Jumps about 2% to $230.12 in Overnight TradingSources Say Chinese Buyers Approved To Purchase Nvidia Chips Include Alibaba, Bytedance, Tencent, and JD.com","content":"<html><head></head><body><p>The U.S. has cleared around 10 Chinese firms to buy Nvidia&#39;s second-most powerful AI chip, the H200, but not a single delivery has been made so far, three people familiar with the matter said, leaving a major technology deal in limbo as CEO Jensen Huang seeks a breakthrough ‌in China this week.</p><p>Nvidia stock jumped 2.8% to $232.2 in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/56f31e4bb4a3551c25893c00569caf08\" tg-width=\"750\" tg-height=\"614\"/></p><p>Huang, who was not initially listed in a White House delegation to Beijing, joined the trip after an invitation from President Donald Trump, a source said. Trump picked him up in Alaska en route to a summit with Chinese President Xi Jinping, raising hopes the trip could finally unlock stalled efforts to sell the H200 chips in China.</p><p>The stakes are significant, highlighting how the U.S.-China tech rivalry is now snarling even approved trade, leaving the world&#39;s most valuable company and dominant chipmaker caught between dueling national priorities.</p><p>Before U.S. export curbs tightened, Nvidia commanded about 95% of China’s advanced chip market. China once accounted for 13% of its revenue, and Huang has previously estimated the country&#39;s AI market alone would be worth $50 billion this year.</p><p>The U.S. Commerce Department has approved around 10 Chinese companies including Alibaba, Tencent, ByteDance and JD.com ⁠to purchase Nvidia&#39;s H200 chips, according to the sources, who spoke on condition of anonymity due to the sensitivity of the matter.</p><p>A handful of distributors including Lenovo and Foxconn have also been approved, they said. Buyers are permitted to purchase either directly from Nvidia or through those intermediaries and each approved customer can purchase up to 75,000 chips under the U.S. licensing terms, two of them said.</p><p>The identities of the approved buyers, and the nature of their relationships with Nvidia and the authorized distributors involving the coveted AI chip, have not been previously reported.</p><p>A spokeswoman for the U.S. Department of Commerce, which oversees export controls like those on H200 semiconductors, declined comment.</p><p>China&#39;s Ministry of Industry and Information Technology and the National Development and Reform Commission did not respond to requests for comment.</p><p>Lenovo confirmed in a statement to Reuters that the company &#34;is one of several companies approved to sell H200 in China as part of Nvidia&#39;s export license.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>24H | Nvidia Jumps 2.8%. US Clears H200 Chip Sales to 10 China Firms as Nvidia CEO Looks for Breakthrough</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\">\n24H | Nvidia Jumps 2.8%. US Clears H200 Chip Sales to 10 China Firms as Nvidia CEO Looks for Breakthrough\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\">2026-05-14 13:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The U.S. has cleared around 10 Chinese firms to buy Nvidia&#39;s second-most powerful AI chip, the H200, but not a single delivery has been made so far, three people familiar with the matter said, leaving a major technology deal in limbo as CEO Jensen Huang seeks a breakthrough ‌in China this week.</p><p>Nvidia stock jumped 2.8% to $232.2 in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/56f31e4bb4a3551c25893c00569caf08\" tg-width=\"750\" tg-height=\"614\"/></p><p>Huang, who was not initially listed in a White House delegation to Beijing, joined the trip after an invitation from President Donald Trump, a source said. Trump picked him up in Alaska en route to a summit with Chinese President Xi Jinping, raising hopes the trip could finally unlock stalled efforts to sell the H200 chips in China.</p><p>The stakes are significant, highlighting how the U.S.-China tech rivalry is now snarling even approved trade, leaving the world&#39;s most valuable company and dominant chipmaker caught between dueling national priorities.</p><p>Before U.S. export curbs tightened, Nvidia commanded about 95% of China’s advanced chip market. China once accounted for 13% of its revenue, and Huang has previously estimated the country&#39;s AI market alone would be worth $50 billion this year.</p><p>The U.S. Commerce Department has approved around 10 Chinese companies including Alibaba, Tencent, ByteDance and JD.com ⁠to purchase Nvidia&#39;s H200 chips, according to the sources, who spoke on condition of anonymity due to the sensitivity of the matter.</p><p>A handful of distributors including Lenovo and Foxconn have also been approved, they said. Buyers are permitted to purchase either directly from Nvidia or through those intermediaries and each approved customer can purchase up to 75,000 chips under the U.S. licensing terms, two of them said.</p><p>The identities of the approved buyers, and the nature of their relationships with Nvidia and the authorized distributors involving the coveted AI chip, have not been previously reported.</p><p>A spokeswoman for the U.S. Department of Commerce, which oversees export controls like those on H200 semiconductors, declined comment.</p><p>China&#39;s Ministry of Industry and Information Technology and the National Development and Reform Commission did not respond to requests for comment.</p><p>Lenovo confirmed in a statement to Reuters that the company &#34;is one of several companies approved to sell H200 in China as part of Nvidia&#39;s export license.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ANV":"GraniteShares Autocallable NVDA ETF","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDA":"英伟达","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDY":"NVDA期权收益策略ETF-YieldMax","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDB":"ProShares Ultra NVDA ETF","NVDD":"1倍做空NVDA ETF-Direxion","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDX":"2倍做多NVDA ETF-T-Rex","NVD":"2倍做空NVDA ETF-GraniteShares","NVDU":"2倍做多NVDA ETF-Direxion","NVII":"Rex NVDA Growth & Income ETF","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDW":"NVDA周配息ETF-Roundhill","NVDL":"2倍做多NVDA ETF-GraniteShares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122551622","content_text":"The U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200, but not a single delivery has been made so far, three people familiar with the matter said, leaving a major technology deal in limbo as CEO Jensen Huang seeks a breakthrough ‌in China this week.Nvidia stock jumped 2.8% to $232.2 in overnight trading.Huang, who was not initially listed in a White House delegation to Beijing, joined the trip after an invitation from President Donald Trump, a source said. Trump picked him up in Alaska en route to a summit with Chinese President Xi Jinping, raising hopes the trip could finally unlock stalled efforts to sell the H200 chips in China.The stakes are significant, highlighting how the U.S.-China tech rivalry is now snarling even approved trade, leaving the world's most valuable company and dominant chipmaker caught between dueling national priorities.Before U.S. export curbs tightened, Nvidia commanded about 95% of China’s advanced chip market. China once accounted for 13% of its revenue, and Huang has previously estimated the country's AI market alone would be worth $50 billion this year.The U.S. Commerce Department has approved around 10 Chinese companies including Alibaba, Tencent, ByteDance and JD.com ⁠to purchase Nvidia's H200 chips, according to the sources, who spoke on condition of anonymity due to the sensitivity of the matter.A handful of distributors including Lenovo and Foxconn have also been approved, they said. Buyers are permitted to purchase either directly from Nvidia or through those intermediaries and each approved customer can purchase up to 75,000 chips under the U.S. licensing terms, two of them said.The identities of the approved buyers, and the nature of their relationships with Nvidia and the authorized distributors involving the coveted AI chip, have not been previously reported.A spokeswoman for the U.S. Department of Commerce, which oversees export controls like those on H200 semiconductors, declined comment.China's Ministry of Industry and Information Technology and the National Development and Reform Commission did not respond to requests for comment.Lenovo confirmed in a statement to Reuters that the company \"is one of several companies approved to sell H200 in China as part of Nvidia's export license.\"","news_type":1,"symbols_score_info":{"DIPS":0.6,"NVDA":2,"NVDB":0.6,"NVDL":0.6,"NVDX":0.6,"NVD":0.6,"NVDQ":0.6,"NVDU":0.6,"ANV":0.6,"NVDY":0.6,"NVDO":0.6,"NVII":0.6,"NVDG":0.6,"NVYY":0.6,"NVDS":0.6,"NVDW":0.6,"NVDD":0.6}},"isVote":1,"tweetType":1,"viewCount":1441,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567852837945728","authorId":"3567852837945728","name":"setia100","avatar":"https://community-static.tradeup.com/news/5d07af59743ad001196b7aca5f1726d7","crmLevel":12,"crmLevelSwitch":0,"idStr":"3567852837945728","authorIdStr":"3567852837945728"},"content":"agreed. NVIDIA is caught between the hard rocks framed by the National Security issue on both sides ❗😜","text":"agreed. NVIDIA is caught between the hard rocks framed by the National Security issue on both sides ❗😜","html":"agreed. NVIDIA is caught between the hard rocks framed by the National Security issue on both sides ❗😜"},{"author":{"id":"4240733816868442","authorId":"4240733816868442","name":"kaz trader","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4240733816868442","authorIdStr":"4240733816868442"},"content":"this h300 h200 are meant to be the best and governments are making their orders from all over the planet","text":"this h300 h200 are meant to be the best and governments are making their orders from all over the planet","html":"this h300 h200 are meant to be the best and governments are making their orders from all over the planet"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":543316144115824,"gmtCreate":1773673456410,"gmtModify":1773675035904,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4168693765597012","authorIdStr":"4168693765597012"},"themes":[],"title":"","htmlText":"I don't think so he is willing negotiation with Trump. Everytime negotiation the day before, US and Israel will shoot missile to kill them. Both country has loss their trust to Iran.&nbsp;","listText":"I don't think so he is willing negotiation with Trump. Everytime negotiation the day before, US and Israel will shoot missile to kill them. Both country has loss their trust to Iran.&nbsp;","text":"I don't think so he is willing negotiation with Trump. Everytime negotiation the day before, US and Israel will shoot missile to kill them. Both country has loss their trust to Iran.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/543316144115824","repostId":"2619784481","repostType":2,"repost":{"id":"2619784481","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":1773620015,"share":"https://ttm.financial/m/news/2619784481?lang=en_US&edition=fundamental","pubTime":"2026-03-16 08:13","market":"fut","language":"en","title":"Trump Says US Talking To Iran But Doubts Tehran Ready For Negotiations","url":"https://stock-news.laohu8.com/highlight/detail?id=2619784481","media":"Reuters","summary":"Trump says US talking to Iran but doubts Tehran ready for negotiationsMarch 15  - President Donald Trump said on Sunday Washington is in contact with Iran but expressed doubt that Tehran is prepared for serious negotiations to end the conflict.Trump told reporters on Air Force One his administration is talking to Iran, \"but I don’t think they are ready.\"   ","content":"<html><head></head><body><p>March 15 (Reuters) - President Donald Trump said on Sunday Washington is in contact with Iran but expressed doubt that Tehran is prepared for serious negotiations to end the conflict.</p><p>Trump told reporters on Air Force One his administration is talking to Iran, &#34;but I don’t think they are ready.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump Says US Talking To Iran But Doubts Tehran Ready For Negotiations</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrump Says US Talking To Iran But Doubts Tehran Ready For Negotiations\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\">2026-03-16 08:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>March 15 (Reuters) - President Donald Trump said on Sunday Washington is in contact with Iran but expressed doubt that Tehran is prepared for serious negotiations to end the conflict.</p><p>Trump told reporters on Air Force One his administration is talking to Iran, &#34;but I don’t think they are ready.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260316:nS0N3YU00J:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2619784481","content_text":"March 15 (Reuters) - President Donald Trump said on Sunday Washington is in contact with Iran but expressed doubt that Tehran is prepared for serious negotiations to end the conflict.Trump told reporters on Air Force One his administration is talking to Iran, \"but I don’t think they are ready.\"","news_type":1,"symbols_score_info":{"CLmain":2,"BZmain":2,"ESmain":2,"NQmain":2,"YMmain":2}},"isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":543315829231768,"gmtCreate":1773673128416,"gmtModify":1773673132417,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4168693765597012","authorIdStr":"4168693765597012"},"themes":[],"title":"","htmlText":"To cover his mistake?","listText":"To cover his mistake?","text":"To cover his mistake?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/543315829231768","repostId":"2619481167","repostType":2,"repost":{"id":"2619481167","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":1773619804,"share":"https://ttm.financial/m/news/2619481167?lang=en_US&edition=fundamental","pubTime":"2026-03-16 08:10","market":"fut","language":"en","title":"Trump demands other countries help protect Strait of Hormuz","url":"https://stock-news.laohu8.com/highlight/detail?id=2619481167","media":"Reuters","summary":"Trump demands other countries help protect Strait of HormuzAIR FORCE ONE, March 15  - U.S. President Donald Trump said on Sunday he is demanding that other countries help protect the Strait of Hormuz, adding that Washington is in talks with several nations about policing the critical shipping lane for oil and gas.    ","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>Trump demands other countries help protect Strait of Hormuz</title></head><body><p><span>AIR FORCE ONE, March 15 (Reuters)</span><span> - </span>U.S. President Donald Trump said on Sunday he is demanding that other countries help protect the Strait of Hormuz, adding that Washington is in talks with several nations about policing the critical shipping lane for oil and gas.  </p><p> (Reporting by Jarrett Renshaw; Editing by Tom Hogue)</p><p> ((jarrett.renshaw@thomsonreuters.com; (646) 223-6193;))</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 demands other countries help protect Strait of Hormuz</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 demands other countries help protect Strait of Hormuz\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\">2026-03-16 08:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>Trump demands other countries help protect Strait of Hormuz</title></head><body><p><span>AIR FORCE ONE, March 15 (Reuters)</span><span> - </span>U.S. President Donald Trump said on Sunday he is demanding that other countries help protect the Strait of Hormuz, adding that Washington is in talks with several nations about policing the critical shipping lane for oil and gas.  </p><p> (Reporting by Jarrett Renshaw; Editing by Tom Hogue)</p><p> ((jarrett.renshaw@thomsonreuters.com; (646) 223-6193;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260316:nS0N3YU01E:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2619481167","content_text":"Trump demands other countries help protect Strait of HormuzAIR FORCE ONE, March 15 (Reuters) - U.S. President Donald Trump said on Sunday he is demanding that other countries help protect the Strait of Hormuz, adding that Washington is in talks with several nations about policing the critical shipping lane for oil and gas.   (Reporting by Jarrett Renshaw; Editing by Tom Hogue) ((jarrett.renshaw@thomsonreuters.com; (646) 223-6193;))","news_type":1,"symbols_score_info":{"CLmain":2,"BZmain":2}},"isVote":1,"tweetType":1,"viewCount":1443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":540831616050400,"gmtCreate":1773060658496,"gmtModify":1773061636059,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4168693765597012","authorIdStr":"4168693765597012"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v> Amazon AI in UAE was bombed&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v> Amazon AI in UAE was bombed&nbsp;","text":"$Amazon.com(AMZN)$ Amazon AI in UAE was bombed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/540831616050400","isVote":1,"tweetType":1,"viewCount":1115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":540831554388880,"gmtCreate":1773060515671,"gmtModify":1773061629053,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4168693765597012","authorIdStr":"4168693765597012"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a> nonody know Amazon AI cloud in UAE was bombed?","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a> nonody know Amazon AI cloud in UAE was bombed?","text":"$Amazon.com(AMZN)$ nonody know Amazon AI cloud in UAE was bombed?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/540831554388880","isVote":1,"tweetType":1,"viewCount":1849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":516021562774192,"gmtCreate":1767002578857,"gmtModify":1767004012493,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4168693765597012","authorIdStr":"4168693765597012"},"themes":[],"title":"","htmlText":"If he is good , why 2025 he doesn't beat the market alot?&nbsp; AI just involve in real pratice market 2025, and AI still need to learn like baby how to walk. No more to learn how to suck the milk and climb.","listText":"If he is good , why 2025 he doesn't beat the market alot?&nbsp; AI just involve in real pratice market 2025, and AI still need to learn like baby how to walk. No more to learn how to suck the milk and climb.","text":"If he is good , why 2025 he doesn't beat the market alot? AI just involve in real pratice market 2025, and AI still need to learn like baby how to walk. No more to learn how to suck the milk and climb.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/516021562774192","repostId":"1123073203","repostType":2,"repost":{"id":"1123073203","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1766998991,"share":"https://ttm.financial/m/news/1123073203?lang=en_US&edition=fundamental","pubTime":"2025-12-29 17:03","market":"fut","language":"en","title":"\"I may be early, but I'm right!\" Big short seller Burry goes against the trend again, shorting AI giants NVIDIA and Palantir","url":"https://stock-news.laohu8.com/highlight/detail?id=1123073203","media":"Deep News","summary":"Michael Burry, the real-life inspiration behind \"The Big Short,\" has once again positioned himself against Wall Street's mainstream consensus. This time, his targets are the two AI powerhouses...","content":"<p>Michael Burry, the real-life inspiration behind \"The Big Short,\" has once again positioned himself against Wall Street's mainstream consensus. This time, his targets are the two AI powerhouses underpinning the U.S. stock market rally: NVIDIA and Palantir. Burry is convinced that the market has lost touch with reality, arguing that the AI industry is inflating a massive bubble akin to the dot-com crash. He has already established bearish positions through the options market, aiming to profit from potential stock declines of these tech giants.</p>\n<p>The feud between this investor, who accurately predicted the subprime crisis, and the world's most valuable companies has intensified markedly in recent times. Not only has Burry publicly disclosed his short positions, but he has also fiercely criticized the internal memo NVIDIA released to counter doubts, dismissing it as filled with \"straw man arguments\" and reading \"like a scam.\" He bluntly points out that genuine risks are being concealed—with accelerating technological迭代, the huge capital expenditures of NVIDIA's clients face the looming threat of future asset write-downs.</p>\n<p>According to information disclosed on November 3, Burry has shorted the two companies by purchasing put options, with the current cost of this bet standing at approximately $10 million. If the market experiences a sharp crash as he anticipates, the potential return on this investment could exceed $1 billion.</p>\n<p>\"It's like a scene from a movie,\" Burry quoted his famous line from \"The Big Short.\" \"I may be early, but I'm right.\" He acknowledges having a history of entering too soon during both the dot-com bubble and the housing bubble, yet he draws a parallel between the current AI frenzy and the \"data transmission bubble\" of yesteryear. Currently, he is articulating this grand narrative to investors through his newly launched newsletter \"Cassandra Unchained,\" warning that the bubble's burst is merely a matter of time.</p>\n<p>Clash of the Titans: The Memo Dispute and the \"Straw Man\"\nThe focus of their debate has shifted from mere valuation concerns to the deeper logic of accounting practices and technological迭代. As previously reported by Wall Street News, in response to skepticism, NVIDIA recently distributed a seven-page memo to analysts, emphasizing the economic soundness of its business, the transparency of its financial reporting, and denying allegations of \"circular financing\" and accounting fraud. In the memo, NVIDIA argues that its clients typically set the depreciation period for GPUs at 4 to 6 years, which aligns with the actual service life of the equipment.</p>\n<p>However, Burry remains unconvinced. In a point-by-point rebuttal on Substack, he dismissed NVIDIA's response as a \"disappointing\" \"straw man argument\"—attacking positions that were never actually put forward. Burry notes that as a chip design company, NVIDIA's own depreciation policies are irrelevant; his core concern lies with its clients, such as hyperscale data centers operated by Microsoft and Meta.</p>\n<p>Burry warns that NVIDIA's clients are extending the useful life of chips to 5 to 6 years in their accounting practices to embellish short-term profits. In reality, though, with the rapid迭代 of AI technology, newer chips could render existing hardware functionally obsolete as early as 2026 to 2028. He cites Microsoft CEO Satya Nadella's remarks about slowing data center construction as evidence, pointing out that overbuilding and technological迭代 will lead to significant asset write-down risks in the future.</p>\n<p>Michael Green, chief strategist at Simplify Asset Management, notes that Burry's historical Achilles' heel has often been \"being too early.\" Whether during the dot-com bubble or the housing bubble, he endured substantial pressure from premature entries. Burry responded on social media platform X by quoting a line from the character he inspired in \"The Big Short,\" played by Christian Bale:</p>\n<p>\"It seems this will pay off. I may be early, but I'm not wrong.\"</p>\n<p>The specific shorting logic targeting NVIDIA and Palantir\nIn a podcast hosted by author Michael Lewis, Burry described NVIDIA and Palantir as \"the two luckiest companies on the planet,\" though his shorting rationales for each, while distinct, are interconnected.</p>\n<p>Regarding Palantir, Burry argues that the company overly relies on stingy government contracts and doles out excessively generous executive compensation. He also points out that Palantir faces intense competition from rivals like International Business Machines.</p>\n<p>As for NVIDIA, the world's most valuable company, Burry's concerns center on its client relationships and accounting practices. He highlights complex issues between NVIDIA and clients such as Oracle and Meta. Burry alleges that NVIDIA is propping up sales by funding clients' purchases of its products—a practice reminiscent of Enron's financial support for suppliers to buy its own products. He warns that if the bubble bursts, a chain reaction of declining profits, shrinking stock prices, and reduced investments will severely batter NVIDIA's future sales.</p>\n<p>Past track record and market controversy\nWhile Burry rose to fame for his 2008 financial crisis prediction, many of his crash forecasts over the past 15 years have failed to materialize. Social media is rife with mockery, joking that he \"successfully predicted 20 of the last two recessions.\"</p>\n<p>On January 31, 2023, Burry posted urging followers to \"SELL.\" Although Silicon Valley Bank collapsed two months later, the S&P 500 has since risen by approximately 70%. Burry later admitted the call was wrong but defended his track record on X, stating that after the two bank failures and market decline, he revised his view at the bottom and recommended buying.</p>\n<p>Currently, Burry faces the risk of being \"early\" once again. As depicted in \"The Big Short,\" if his judgment on the AI bubble proves correct, he stands to reap enormous rewards; if wrong or poorly timed, his short positions could become worthless within quarters.</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>\"I may be early, but I'm right!\" Big short seller Burry goes against the trend again, shorting AI giants NVIDIA and Palantir</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\">\n\"I may be early, but I'm right!\" Big short seller Burry goes against the trend again, shorting AI giants NVIDIA and Palantir\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2025-12-29 17:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Michael Burry, the real-life inspiration behind \"The Big Short,\" has once again positioned himself against Wall Street's mainstream consensus. This time, his targets are the two AI powerhouses underpinning the U.S. stock market rally: NVIDIA and Palantir. Burry is convinced that the market has lost touch with reality, arguing that the AI industry is inflating a massive bubble akin to the dot-com crash. He has already established bearish positions through the options market, aiming to profit from potential stock declines of these tech giants.</p>\n<p>The feud between this investor, who accurately predicted the subprime crisis, and the world's most valuable companies has intensified markedly in recent times. Not only has Burry publicly disclosed his short positions, but he has also fiercely criticized the internal memo NVIDIA released to counter doubts, dismissing it as filled with \"straw man arguments\" and reading \"like a scam.\" He bluntly points out that genuine risks are being concealed—with accelerating technological迭代, the huge capital expenditures of NVIDIA's clients face the looming threat of future asset write-downs.</p>\n<p>According to information disclosed on November 3, Burry has shorted the two companies by purchasing put options, with the current cost of this bet standing at approximately $10 million. If the market experiences a sharp crash as he anticipates, the potential return on this investment could exceed $1 billion.</p>\n<p>\"It's like a scene from a movie,\" Burry quoted his famous line from \"The Big Short.\" \"I may be early, but I'm right.\" He acknowledges having a history of entering too soon during both the dot-com bubble and the housing bubble, yet he draws a parallel between the current AI frenzy and the \"data transmission bubble\" of yesteryear. Currently, he is articulating this grand narrative to investors through his newly launched newsletter \"Cassandra Unchained,\" warning that the bubble's burst is merely a matter of time.</p>\n<p>Clash of the Titans: The Memo Dispute and the \"Straw Man\"\nThe focus of their debate has shifted from mere valuation concerns to the deeper logic of accounting practices and technological迭代. As previously reported by Wall Street News, in response to skepticism, NVIDIA recently distributed a seven-page memo to analysts, emphasizing the economic soundness of its business, the transparency of its financial reporting, and denying allegations of \"circular financing\" and accounting fraud. In the memo, NVIDIA argues that its clients typically set the depreciation period for GPUs at 4 to 6 years, which aligns with the actual service life of the equipment.</p>\n<p>However, Burry remains unconvinced. In a point-by-point rebuttal on Substack, he dismissed NVIDIA's response as a \"disappointing\" \"straw man argument\"—attacking positions that were never actually put forward. Burry notes that as a chip design company, NVIDIA's own depreciation policies are irrelevant; his core concern lies with its clients, such as hyperscale data centers operated by Microsoft and Meta.</p>\n<p>Burry warns that NVIDIA's clients are extending the useful life of chips to 5 to 6 years in their accounting practices to embellish short-term profits. In reality, though, with the rapid迭代 of AI technology, newer chips could render existing hardware functionally obsolete as early as 2026 to 2028. He cites Microsoft CEO Satya Nadella's remarks about slowing data center construction as evidence, pointing out that overbuilding and technological迭代 will lead to significant asset write-down risks in the future.</p>\n<p>Michael Green, chief strategist at Simplify Asset Management, notes that Burry's historical Achilles' heel has often been \"being too early.\" Whether during the dot-com bubble or the housing bubble, he endured substantial pressure from premature entries. Burry responded on social media platform X by quoting a line from the character he inspired in \"The Big Short,\" played by Christian Bale:</p>\n<p>\"It seems this will pay off. I may be early, but I'm not wrong.\"</p>\n<p>The specific shorting logic targeting NVIDIA and Palantir\nIn a podcast hosted by author Michael Lewis, Burry described NVIDIA and Palantir as \"the two luckiest companies on the planet,\" though his shorting rationales for each, while distinct, are interconnected.</p>\n<p>Regarding Palantir, Burry argues that the company overly relies on stingy government contracts and doles out excessively generous executive compensation. He also points out that Palantir faces intense competition from rivals like International Business Machines.</p>\n<p>As for NVIDIA, the world's most valuable company, Burry's concerns center on its client relationships and accounting practices. He highlights complex issues between NVIDIA and clients such as Oracle and Meta. Burry alleges that NVIDIA is propping up sales by funding clients' purchases of its products—a practice reminiscent of Enron's financial support for suppliers to buy its own products. He warns that if the bubble bursts, a chain reaction of declining profits, shrinking stock prices, and reduced investments will severely batter NVIDIA's future sales.</p>\n<p>Past track record and market controversy\nWhile Burry rose to fame for his 2008 financial crisis prediction, many of his crash forecasts over the past 15 years have failed to materialize. Social media is rife with mockery, joking that he \"successfully predicted 20 of the last two recessions.\"</p>\n<p>On January 31, 2023, Burry posted urging followers to \"SELL.\" Although Silicon Valley Bank collapsed two months later, the S&P 500 has since risen by approximately 70%. Burry later admitted the call was wrong but defended his track record on X, stating that after the two bank failures and market decline, he revised his view at the bottom and recommended buying.</p>\n<p>Currently, Burry faces the risk of being \"early\" once again. As depicted in \"The Big Short,\" if his judgment on the AI bubble proves correct, he stands to reap enormous rewards; if wrong or poorly timed, his short positions could become worthless within quarters.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","BK4543":"AI","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","BK4547":"WSB热门概念","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - 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Global Select Equity A (acc) SGD","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0080751232.USD":"富达环球多元动力基金A","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","NVIW.SI":"NVDA 3xLongSG261006","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123073203","content_text":"Michael Burry, the real-life inspiration behind \"The Big Short,\" has once again positioned himself against Wall Street's mainstream consensus. This time, his targets are the two AI powerhouses underpinning the U.S. stock market rally: NVIDIA and Palantir. Burry is convinced that the market has lost touch with reality, arguing that the AI industry is inflating a massive bubble akin to the dot-com crash. He has already established bearish positions through the options market, aiming to profit from potential stock declines of these tech giants.\nThe feud between this investor, who accurately predicted the subprime crisis, and the world's most valuable companies has intensified markedly in recent times. Not only has Burry publicly disclosed his short positions, but he has also fiercely criticized the internal memo NVIDIA released to counter doubts, dismissing it as filled with \"straw man arguments\" and reading \"like a scam.\" He bluntly points out that genuine risks are being concealed—with accelerating technological迭代, the huge capital expenditures of NVIDIA's clients face the looming threat of future asset write-downs.\nAccording to information disclosed on November 3, Burry has shorted the two companies by purchasing put options, with the current cost of this bet standing at approximately $10 million. If the market experiences a sharp crash as he anticipates, the potential return on this investment could exceed $1 billion.\n\"It's like a scene from a movie,\" Burry quoted his famous line from \"The Big Short.\" \"I may be early, but I'm right.\" He acknowledges having a history of entering too soon during both the dot-com bubble and the housing bubble, yet he draws a parallel between the current AI frenzy and the \"data transmission bubble\" of yesteryear. Currently, he is articulating this grand narrative to investors through his newly launched newsletter \"Cassandra Unchained,\" warning that the bubble's burst is merely a matter of time.\nClash of the Titans: The Memo Dispute and the \"Straw Man\"\nThe focus of their debate has shifted from mere valuation concerns to the deeper logic of accounting practices and technological迭代. As previously reported by Wall Street News, in response to skepticism, NVIDIA recently distributed a seven-page memo to analysts, emphasizing the economic soundness of its business, the transparency of its financial reporting, and denying allegations of \"circular financing\" and accounting fraud. In the memo, NVIDIA argues that its clients typically set the depreciation period for GPUs at 4 to 6 years, which aligns with the actual service life of the equipment.\nHowever, Burry remains unconvinced. In a point-by-point rebuttal on Substack, he dismissed NVIDIA's response as a \"disappointing\" \"straw man argument\"—attacking positions that were never actually put forward. Burry notes that as a chip design company, NVIDIA's own depreciation policies are irrelevant; his core concern lies with its clients, such as hyperscale data centers operated by Microsoft and Meta.\nBurry warns that NVIDIA's clients are extending the useful life of chips to 5 to 6 years in their accounting practices to embellish short-term profits. In reality, though, with the rapid迭代 of AI technology, newer chips could render existing hardware functionally obsolete as early as 2026 to 2028. He cites Microsoft CEO Satya Nadella's remarks about slowing data center construction as evidence, pointing out that overbuilding and technological迭代 will lead to significant asset write-down risks in the future.\nMichael Green, chief strategist at Simplify Asset Management, notes that Burry's historical Achilles' heel has often been \"being too early.\" Whether during the dot-com bubble or the housing bubble, he endured substantial pressure from premature entries. Burry responded on social media platform X by quoting a line from the character he inspired in \"The Big Short,\" played by Christian Bale:\n\"It seems this will pay off. I may be early, but I'm not wrong.\"\nThe specific shorting logic targeting NVIDIA and Palantir\nIn a podcast hosted by author Michael Lewis, Burry described NVIDIA and Palantir as \"the two luckiest companies on the planet,\" though his shorting rationales for each, while distinct, are interconnected.\nRegarding Palantir, Burry argues that the company overly relies on stingy government contracts and doles out excessively generous executive compensation. He also points out that Palantir faces intense competition from rivals like International Business Machines.\nAs for NVIDIA, the world's most valuable company, Burry's concerns center on its client relationships and accounting practices. He highlights complex issues between NVIDIA and clients such as Oracle and Meta. Burry alleges that NVIDIA is propping up sales by funding clients' purchases of its products—a practice reminiscent of Enron's financial support for suppliers to buy its own products. He warns that if the bubble bursts, a chain reaction of declining profits, shrinking stock prices, and reduced investments will severely batter NVIDIA's future sales.\nPast track record and market controversy\nWhile Burry rose to fame for his 2008 financial crisis prediction, many of his crash forecasts over the past 15 years have failed to materialize. Social media is rife with mockery, joking that he \"successfully predicted 20 of the last two recessions.\"\nOn January 31, 2023, Burry posted urging followers to \"SELL.\" Although Silicon Valley Bank collapsed two months later, the S&P 500 has since risen by approximately 70%. Burry later admitted the call was wrong but defended his track record on X, stating that after the two bank failures and market decline, he revised his view at the bottom and recommended buying.\nCurrently, Burry faces the risk of being \"early\" once again. As depicted in \"The Big Short,\" if his judgment on the AI bubble proves correct, he stands to reap enormous rewards; if wrong or poorly timed, his short positions could become worthless within quarters.","news_type":1,"symbols_score_info":{"NVD":1,"NVDX":1,"SNVD.UK":1,"NVDS.UK":1,"NVD2.UK":1,"NVD3.UK":1,"NVDL":1,"3NVD.UK":1,"NVDS":1,"NVDA":1,"NVIW.SI":1,"NVDD":1,"2NVD.UK":1,"NVDY":1,"NVDU":1,"PLTR":1}},"isVote":1,"tweetType":1,"viewCount":1705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503970720670584,"gmtCreate":1764077045781,"gmtModify":1764077811774,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4168693765597012","authorIdStr":"4168693765597012"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> google's AI chips can give other company to use. I do not think so.&nbsp; It is only use for google cloud.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> google's AI chips can give other company to use. I do not think so.&nbsp; It is only use for google cloud.&nbsp;","text":"$NVIDIA(NVDA)$ google's AI chips can give other company to use. I do not think so. It is only use for google cloud.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":12,"link":"https://ttm.financial/post/503970720670584","isVote":1,"tweetType":1,"viewCount":2177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":503970720670584,"gmtCreate":1764077045781,"gmtModify":1764077811774,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4168693765597012","authorIdStr":"4168693765597012"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> google's AI chips can give other company to use. I do not think so.&nbsp; It is only use for google cloud.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> google's AI chips can give other company to use. I do not think so.&nbsp; It is only use for google cloud.&nbsp;","text":"$NVIDIA(NVDA)$ google's AI chips can give other company to use. I do not think so. It is only use for google cloud.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":12,"link":"https://ttm.financial/post/503970720670584","isVote":1,"tweetType":1,"viewCount":2177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":564048798508072,"gmtCreate":1778740453971,"gmtModify":1778740457865,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4168693765597012","authorIdStr":"4168693765597012"},"themes":[],"title":"","htmlText":"I check china news, they do not need nvdia chips as 4 company can replace nvdia chips.&nbsp;","listText":"I check china news, they do not need nvdia chips as 4 company can replace nvdia chips.&nbsp;","text":"I check china news, they do not need nvdia chips as 4 company can replace nvdia chips.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/564048798508072","repostId":"1122551622","repostType":2,"repost":{"id":"1122551622","kind":"news","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":1778738314,"share":"https://ttm.financial/m/news/1122551622?lang=en_US&edition=fundamental","pubTime":"2026-05-14 13:58","market":"us","language":"en","title":"24H | Nvidia Jumps 2.8%. US Clears H200 Chip Sales to 10 China Firms as Nvidia CEO Looks for Breakthrough","url":"https://stock-news.laohu8.com/highlight/detail?id=1122551622","media":"Reuters","summary":"Nvidia Jumps about 2% to $230.12 in Overnight TradingSources Say Chinese Buyers Approved To Purchase Nvidia Chips Include Alibaba, Bytedance, Tencent, and JD.com","content":"<html><head></head><body><p>The U.S. has cleared around 10 Chinese firms to buy Nvidia&#39;s second-most powerful AI chip, the H200, but not a single delivery has been made so far, three people familiar with the matter said, leaving a major technology deal in limbo as CEO Jensen Huang seeks a breakthrough ‌in China this week.</p><p>Nvidia stock jumped 2.8% to $232.2 in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/56f31e4bb4a3551c25893c00569caf08\" tg-width=\"750\" tg-height=\"614\"/></p><p>Huang, who was not initially listed in a White House delegation to Beijing, joined the trip after an invitation from President Donald Trump, a source said. Trump picked him up in Alaska en route to a summit with Chinese President Xi Jinping, raising hopes the trip could finally unlock stalled efforts to sell the H200 chips in China.</p><p>The stakes are significant, highlighting how the U.S.-China tech rivalry is now snarling even approved trade, leaving the world&#39;s most valuable company and dominant chipmaker caught between dueling national priorities.</p><p>Before U.S. export curbs tightened, Nvidia commanded about 95% of China’s advanced chip market. China once accounted for 13% of its revenue, and Huang has previously estimated the country&#39;s AI market alone would be worth $50 billion this year.</p><p>The U.S. Commerce Department has approved around 10 Chinese companies including Alibaba, Tencent, ByteDance and JD.com ⁠to purchase Nvidia&#39;s H200 chips, according to the sources, who spoke on condition of anonymity due to the sensitivity of the matter.</p><p>A handful of distributors including Lenovo and Foxconn have also been approved, they said. Buyers are permitted to purchase either directly from Nvidia or through those intermediaries and each approved customer can purchase up to 75,000 chips under the U.S. licensing terms, two of them said.</p><p>The identities of the approved buyers, and the nature of their relationships with Nvidia and the authorized distributors involving the coveted AI chip, have not been previously reported.</p><p>A spokeswoman for the U.S. Department of Commerce, which oversees export controls like those on H200 semiconductors, declined comment.</p><p>China&#39;s Ministry of Industry and Information Technology and the National Development and Reform Commission did not respond to requests for comment.</p><p>Lenovo confirmed in a statement to Reuters that the company &#34;is one of several companies approved to sell H200 in China as part of Nvidia&#39;s export license.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>24H | Nvidia Jumps 2.8%. US Clears H200 Chip Sales to 10 China Firms as Nvidia CEO Looks for Breakthrough</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\">\n24H | Nvidia Jumps 2.8%. US Clears H200 Chip Sales to 10 China Firms as Nvidia CEO Looks for Breakthrough\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\">2026-05-14 13:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The U.S. has cleared around 10 Chinese firms to buy Nvidia&#39;s second-most powerful AI chip, the H200, but not a single delivery has been made so far, three people familiar with the matter said, leaving a major technology deal in limbo as CEO Jensen Huang seeks a breakthrough ‌in China this week.</p><p>Nvidia stock jumped 2.8% to $232.2 in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/56f31e4bb4a3551c25893c00569caf08\" tg-width=\"750\" tg-height=\"614\"/></p><p>Huang, who was not initially listed in a White House delegation to Beijing, joined the trip after an invitation from President Donald Trump, a source said. Trump picked him up in Alaska en route to a summit with Chinese President Xi Jinping, raising hopes the trip could finally unlock stalled efforts to sell the H200 chips in China.</p><p>The stakes are significant, highlighting how the U.S.-China tech rivalry is now snarling even approved trade, leaving the world&#39;s most valuable company and dominant chipmaker caught between dueling national priorities.</p><p>Before U.S. export curbs tightened, Nvidia commanded about 95% of China’s advanced chip market. China once accounted for 13% of its revenue, and Huang has previously estimated the country&#39;s AI market alone would be worth $50 billion this year.</p><p>The U.S. Commerce Department has approved around 10 Chinese companies including Alibaba, Tencent, ByteDance and JD.com ⁠to purchase Nvidia&#39;s H200 chips, according to the sources, who spoke on condition of anonymity due to the sensitivity of the matter.</p><p>A handful of distributors including Lenovo and Foxconn have also been approved, they said. Buyers are permitted to purchase either directly from Nvidia or through those intermediaries and each approved customer can purchase up to 75,000 chips under the U.S. licensing terms, two of them said.</p><p>The identities of the approved buyers, and the nature of their relationships with Nvidia and the authorized distributors involving the coveted AI chip, have not been previously reported.</p><p>A spokeswoman for the U.S. Department of Commerce, which oversees export controls like those on H200 semiconductors, declined comment.</p><p>China&#39;s Ministry of Industry and Information Technology and the National Development and Reform Commission did not respond to requests for comment.</p><p>Lenovo confirmed in a statement to Reuters that the company &#34;is one of several companies approved to sell H200 in China as part of Nvidia&#39;s export license.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ANV":"GraniteShares Autocallable NVDA ETF","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDA":"英伟达","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDY":"NVDA期权收益策略ETF-YieldMax","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDB":"ProShares Ultra NVDA ETF","NVDD":"1倍做空NVDA ETF-Direxion","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDX":"2倍做多NVDA ETF-T-Rex","NVD":"2倍做空NVDA ETF-GraniteShares","NVDU":"2倍做多NVDA ETF-Direxion","NVII":"Rex NVDA Growth & Income ETF","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDW":"NVDA周配息ETF-Roundhill","NVDL":"2倍做多NVDA ETF-GraniteShares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122551622","content_text":"The U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200, but not a single delivery has been made so far, three people familiar with the matter said, leaving a major technology deal in limbo as CEO Jensen Huang seeks a breakthrough ‌in China this week.Nvidia stock jumped 2.8% to $232.2 in overnight trading.Huang, who was not initially listed in a White House delegation to Beijing, joined the trip after an invitation from President Donald Trump, a source said. Trump picked him up in Alaska en route to a summit with Chinese President Xi Jinping, raising hopes the trip could finally unlock stalled efforts to sell the H200 chips in China.The stakes are significant, highlighting how the U.S.-China tech rivalry is now snarling even approved trade, leaving the world's most valuable company and dominant chipmaker caught between dueling national priorities.Before U.S. export curbs tightened, Nvidia commanded about 95% of China’s advanced chip market. China once accounted for 13% of its revenue, and Huang has previously estimated the country's AI market alone would be worth $50 billion this year.The U.S. Commerce Department has approved around 10 Chinese companies including Alibaba, Tencent, ByteDance and JD.com ⁠to purchase Nvidia's H200 chips, according to the sources, who spoke on condition of anonymity due to the sensitivity of the matter.A handful of distributors including Lenovo and Foxconn have also been approved, they said. Buyers are permitted to purchase either directly from Nvidia or through those intermediaries and each approved customer can purchase up to 75,000 chips under the U.S. licensing terms, two of them said.The identities of the approved buyers, and the nature of their relationships with Nvidia and the authorized distributors involving the coveted AI chip, have not been previously reported.A spokeswoman for the U.S. Department of Commerce, which oversees export controls like those on H200 semiconductors, declined comment.China's Ministry of Industry and Information Technology and the National Development and Reform Commission did not respond to requests for comment.Lenovo confirmed in a statement to Reuters that the company \"is one of several companies approved to sell H200 in China as part of Nvidia's export license.\"","news_type":1,"symbols_score_info":{"DIPS":0.6,"NVDA":2,"NVDB":0.6,"NVDL":0.6,"NVDX":0.6,"NVD":0.6,"NVDQ":0.6,"NVDU":0.6,"ANV":0.6,"NVDY":0.6,"NVDO":0.6,"NVII":0.6,"NVDG":0.6,"NVYY":0.6,"NVDS":0.6,"NVDW":0.6,"NVDD":0.6}},"isVote":1,"tweetType":1,"viewCount":1441,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567852837945728","authorId":"3567852837945728","name":"setia100","avatar":"https://community-static.tradeup.com/news/5d07af59743ad001196b7aca5f1726d7","crmLevel":12,"crmLevelSwitch":0,"idStr":"3567852837945728","authorIdStr":"3567852837945728"},"content":"agreed. NVIDIA is caught between the hard rocks framed by the National Security issue on both sides ❗😜","text":"agreed. NVIDIA is caught between the hard rocks framed by the National Security issue on both sides ❗😜","html":"agreed. NVIDIA is caught between the hard rocks framed by the National Security issue on both sides ❗😜"},{"author":{"id":"4240733816868442","authorId":"4240733816868442","name":"kaz trader","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4240733816868442","authorIdStr":"4240733816868442"},"content":"this h300 h200 are meant to be the best and governments are making their orders from all over the planet","text":"this h300 h200 are meant to be the best and governments are making their orders from all over the planet","html":"this h300 h200 are meant to be the best and governments are making their orders from all over the planet"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583797310637368,"gmtCreate":1783558748895,"gmtModify":1783558751860,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4168693765597012","authorIdStr":"4168693765597012"},"themes":[],"title":"","htmlText":"This guy just want to cover his axx. AI development just in junior to mid lever. Not even middle stage yet. AI software will improve alot this two year. After that will slow down, it is just started. This guy just investors not doing any AI involvement.&nbsp;","listText":"This guy just want to cover his axx. AI development just in junior to mid lever. Not even middle stage yet. AI software will improve alot this two year. After that will slow down, it is just started. This guy just investors not doing any AI involvement.&nbsp;","text":"This guy just want to cover his axx. AI development just in junior to mid lever. Not even middle stage yet. AI software will improve alot this two year. After that will slow down, it is just started. This guy just investors not doing any AI involvement.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583797310637368","repostId":"1119035996","repostType":2,"repost":{"id":"1119035996","kind":"news","weMediaInfo":{"introduction":"AI Supply Chain Video Tracker","home_visible":1,"media_name":"AI Industry Frontlines","id":"1042425491","head_image":"https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a"},"pubTimestamp":1783297816,"share":"https://ttm.financial/m/news/1119035996?lang=en_US&edition=fundamental","pubTime":"2026-07-06 08:30","market":"us","language":"en","title":"AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm","url":"https://stock-news.laohu8.com/highlight/detail?id=1119035996","media":"AI Industry Frontlines","summary":"","content":"<html><head></head><body></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>AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Mania Overheats, Big Short Burry Sounds Doomsday Alarm\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1042425491\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e129b76626766cbd8a5e603ea898d4f7);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">AI Industry Frontlines </p>\n<p class=\"h-time\">2026-07-06 08:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTD":"1倍做空PLTR ETF-Direxion","RDTL":"2倍做多RDDT ETF-GraniteShares","ADP":"自动数据处理","TEM":"Tempus AI","PLTG":"2倍做多PLTR ETF-Leverage Shares","PTIR":"2倍做多PLTR ETF-GraniteShares","UPST":"Upstart Holdings, Inc.","RDYY":"YIELDMAX RDDT OPTION INCOME STRATEGY ETF","RBRK":"Rubrik Inc.","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","SOUX":"2倍做多SOUN ETF-Defiance","SOUN":"SoundHound AI Inc","HUBS":"HubSpot","ADBE":"Adobe","FIG":"Simplify Macro Strategy ETF","BBAI":"BigBear.ai Holdings","TTD":"Trade Desk Inc.","NOWL":"2倍做多NOW ETF-GraniteShares","LMNX":"DEFIANCE DAILY TARGET 2X LONG LMND ETF","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","TEAM":"Atlassian Corporation PLC","APPX":"2倍做多APP ETF-Tradr","PLTU":"2倍做多PLTR ETF-Direxion","CRM":"赛富时","FIGG":"2倍做多Figma ETF-Leverage Shares","DOGD":"2倍做多DDOG ETF-Tradr","DUOL":"多邻国","BRZE":"Braze, Inc.","PLTR":"Palantir Technologies Inc.","BAIG":"2倍做多BBAI ETF-Leverage Shares","CRMG":"2倍做多CRM ETF- Leverage Shares","PLTW":"PLTR周配息ETF-Roundhill","DDOG":"Datadog","TTDU":"T-Rex 2X Long TTD Daily Target ETF","APP":"AppLovin Corporation","PLTY":"PLTR期权收益策略ETF-YieldMax","GTLB":"GitLab, Inc.","RZLV":"Rezolve AI","RDDT":"Reddit","PLTZ":"2倍做空PLTR ETF-Defiance","NOW":"ServiceNow","UNX":"Tradr 2X Long U Daily ETF","U":"Unity Software Inc.","AI":"C3.ai, Inc.","CRNC":"Cerence Inc.","UPSX":"2倍做多UPST ETF-Tradr","DUOG":"Leverage Shares 2X Long DUOL Daily ETF","PLTA":"ProShares Ultra PLTR ETF","TEMT":"2倍做多TEM ETF-Tradr","ADBG":"2倍做多ADBE ETF- Leverage Shares","PLTI":"REX PLTR Growth & Income ETF","PLYY":"GraniteShares YieldBOOST PLTR ETF","LMND":"Lemonade, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119035996","news_type":1,"symbols_score_info":{"TTDU":0.6,"SOUN":2,"PLTU":0.6,"PLYY":0.6,"ADBE":2,"LMND":2,"NOW":2,"PLTA":0.6,"FIG":2,"DOGD":0.6,"PLTD":0.6,"TEMT":0.6,"UPSX":0.6,"RBRK":2,"AIYY":0.6,"BBAI":2,"BRZE":2,"PLTG":0.6,"CRM":2,"DUOG":0.6,"U":2,"DUOL":2,"PTIR":0.6,"APPX":0.6,"UPST":2,"TEM":2,"ADP":2,"LMNX":0.6,"AI":2,"SOUX":0.6,"RDYY":0.6,"CRNC":2,"RZLV":2,"TTD":2,"DDOG":2,"UNX":0.6,"FIGG":0.6,"NOWL":0.6,"GTLB":2,"PLTR":2,"PLTZ":0.6,"CRMG":0.6,"RDDT":2,"APP":2,"ADBG":0.6,"BAIG":0.6,"HUBS":2,"PLOO":0.6,"PLTY":0.6,"RDTL":0.6,"PLTW":0.6,"PLTI":0.6,"TEAM":2}},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583795288142960,"gmtCreate":1783558385413,"gmtModify":1783559481265,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4168693765597012","authorIdStr":"4168693765597012"},"themes":[],"title":"","htmlText":"Bullshit. Only three years later or even more year&nbsp;doom will come. AI robot will improve alot this two year. Only after two year will slow down.","listText":"Bullshit. Only three years later or even more year&nbsp;doom will come. AI robot will improve alot this two year. Only after two year will slow down.","text":"Bullshit. Only three years later or even more year doom will come. AI robot will improve alot this two year. Only after two year will slow down.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583795288142960","repostId":"1119035996","repostType":2,"repost":{"id":"1119035996","kind":"news","weMediaInfo":{"introduction":"AI Supply Chain Video Tracker","home_visible":1,"media_name":"AI Industry Frontlines","id":"1042425491","head_image":"https://community-static.tradeup.com/news/3f98e605a912c612bc0ccc9f0f750a0a"},"pubTimestamp":1783297816,"share":"https://ttm.financial/m/news/1119035996?lang=en_US&edition=fundamental","pubTime":"2026-07-06 08:30","market":"us","language":"en","title":"AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm","url":"https://stock-news.laohu8.com/highlight/detail?id=1119035996","media":"AI Industry Frontlines","summary":"","content":"<html><head></head><body></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>AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI Mania Overheats, Big Short Burry Sounds Doomsday Alarm\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1042425491\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e129b76626766cbd8a5e603ea898d4f7);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">AI Industry Frontlines </p>\n<p class=\"h-time\">2026-07-06 08:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTD":"1倍做空PLTR ETF-Direxion","RDTL":"2倍做多RDDT ETF-GraniteShares","ADP":"自动数据处理","TEM":"Tempus AI","PLTG":"2倍做多PLTR ETF-Leverage Shares","PTIR":"2倍做多PLTR ETF-GraniteShares","UPST":"Upstart Holdings, Inc.","RDYY":"YIELDMAX RDDT OPTION INCOME STRATEGY ETF","RBRK":"Rubrik Inc.","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","SOUX":"2倍做多SOUN ETF-Defiance","SOUN":"SoundHound AI Inc","HUBS":"HubSpot","ADBE":"Adobe","FIG":"Simplify Macro Strategy ETF","BBAI":"BigBear.ai Holdings","TTD":"Trade Desk Inc.","NOWL":"2倍做多NOW ETF-GraniteShares","LMNX":"DEFIANCE DAILY TARGET 2X LONG LMND ETF","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","TEAM":"Atlassian Corporation PLC","APPX":"2倍做多APP ETF-Tradr","PLTU":"2倍做多PLTR ETF-Direxion","CRM":"赛富时","FIGG":"2倍做多Figma ETF-Leverage Shares","DOGD":"2倍做多DDOG ETF-Tradr","DUOL":"多邻国","BRZE":"Braze, Inc.","PLTR":"Palantir Technologies Inc.","BAIG":"2倍做多BBAI ETF-Leverage Shares","CRMG":"2倍做多CRM ETF- Leverage Shares","PLTW":"PLTR周配息ETF-Roundhill","DDOG":"Datadog","TTDU":"T-Rex 2X Long TTD Daily Target ETF","APP":"AppLovin Corporation","PLTY":"PLTR期权收益策略ETF-YieldMax","GTLB":"GitLab, Inc.","RZLV":"Rezolve AI","RDDT":"Reddit","PLTZ":"2倍做空PLTR ETF-Defiance","NOW":"ServiceNow","UNX":"Tradr 2X Long U Daily ETF","U":"Unity Software Inc.","AI":"C3.ai, Inc.","CRNC":"Cerence Inc.","UPSX":"2倍做多UPST ETF-Tradr","DUOG":"Leverage Shares 2X Long DUOL Daily ETF","PLTA":"ProShares Ultra PLTR ETF","TEMT":"2倍做多TEM ETF-Tradr","ADBG":"2倍做多ADBE ETF- Leverage Shares","PLTI":"REX PLTR Growth & Income ETF","PLYY":"GraniteShares YieldBOOST PLTR ETF","LMND":"Lemonade, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119035996","news_type":1,"symbols_score_info":{"TTDU":0.6,"SOUN":2,"PLTU":0.6,"PLYY":0.6,"ADBE":2,"LMND":2,"NOW":2,"PLTA":0.6,"FIG":2,"DOGD":0.6,"PLTD":0.6,"TEMT":0.6,"UPSX":0.6,"RBRK":2,"AIYY":0.6,"BBAI":2,"BRZE":2,"PLTG":0.6,"CRM":2,"DUOG":0.6,"U":2,"DUOL":2,"PTIR":0.6,"APPX":0.6,"UPST":2,"TEM":2,"ADP":2,"LMNX":0.6,"AI":2,"SOUX":0.6,"RDYY":0.6,"CRNC":2,"RZLV":2,"TTD":2,"DDOG":2,"UNX":0.6,"FIGG":0.6,"NOWL":0.6,"GTLB":2,"PLTR":2,"PLTZ":0.6,"CRMG":0.6,"RDDT":2,"APP":2,"ADBG":0.6,"BAIG":0.6,"HUBS":2,"PLOO":0.6,"PLTY":0.6,"RDTL":0.6,"PLTW":0.6,"PLTI":0.6,"TEAM":2}},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583522598282168,"gmtCreate":1783491766218,"gmtModify":1783492524362,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4168693765597012","authorIdStr":"4168693765597012"},"themes":[],"title":"","htmlText":"Why they feel near to top. A lot country is building data centre or start to build. Next year middle or&nbsp;end may have extra supply. 2026 still consumer more than supply. How many foolish worry so much for 2026. If US allow to use China memory,&nbsp; your worry is correct.&nbsp;","listText":"Why they feel near to top. A lot country is building data centre or start to build. Next year middle or&nbsp;end may have extra supply. 2026 still consumer more than supply. How many foolish worry so much for 2026. If US allow to use China memory,&nbsp; your worry is correct.&nbsp;","text":"Why they feel near to top. A lot country is building data centre or start to build. Next year middle or end may have extra supply. 2026 still consumer more than supply. How many foolish worry so much for 2026. If US allow to use China memory, your worry is correct.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/583522598282168","repostId":"2649935136","repostType":2,"repost":{"id":"2649935136","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":1783476300,"share":"https://ttm.financial/m/news/2649935136?lang=en_US&edition=fundamental","pubTime":"2026-07-08 10:05","market":"us","language":"en","title":"Micron’s Stock Falls as Investors Wonder If the Memory Market Is near the Top","url":"https://stock-news.laohu8.com/highlight/detail?id=2649935136","media":"Dow Jones","summary":"‘Most investor feedback continues to point to a skittish AI tape,’ one analyst says.","content":"<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>’s stock fell hard on Tuesday as investors looked past a massive profit boom at memory rival Samsung Electronics.</p><p style=\"text-align: start;\">Shares of Micron fell 4.7%, while <a href=\"https://laohu8.com/S/SNDK\">Sandisk</a>’s stock lost 7.3% on Tuesday. Storage makers <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> and <a href=\"https://laohu8.com/S/STX\">Seagate Technology</a> saw their shares fall 7.9% and 4.7%, respectively, following big gains on Monday.</p><p>Jefferies equities trading analyst Jeffrey Favuzza said “most investor feedback continues to point to a skittish [artificial-intelligence] tape, elevated expectations/bar,” and underwhelming results — at least relative to the major recent appreciation in Samsung’s stock.</p><p>Samsung’s preliminary results did not offer investors insight into performance by business division, Favuzza said in a Tuesday note. Those details will come with Samsung’s full report later this month.</p><p style=\"text-align: start;\">Baird managing director Ted Mortonson said Tuesday’s action reflected worries on Wall Street that the market is “now entering a phase where elasticity of demand is being impacted by massive component inflation,” referring to rising prices for memory and storage chips due to the ongoing supply-demand imbalance. Those price increases are now hitting consumer and enterprise markets, he said in emailed comments.</p><p style=\"text-align: start;\">Mortonson pointed to massive spending by hyperscalers and said that when the return on invested capital “degrades to the point where they can’t pass on component prices,” the memory cycle could pause until supply reaches parity with demand. That’s not expected until 2028 or 2029, he added.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AAPL\">Apple</a> said in June that it is planning to raise iPhone prices as the cost of memory chips continues to climb.</p><p style=\"text-align: start;\">Samsung’s South Korea-listed shares closed down 7% on Tuesday after the company reported preliminary second-quarter operating profits of 89.4 trillion won, or $58.5 billion, which was above the FactSet consensus for 87 trillion won. The company’s preliminary revenue of 171 trillion won was only in line with estimates, however.</p><p>While operating profits were up by 19 times compared with the previous year, they were “only just ahead of expectations as opposed to Micron, which blew expectations away,” said Richard Windsor, founder of research firm Radio Free Mobile.</p><p style=\"text-align: start;\">Therefore, “the market is wondering whether or not we are at the top,” he said in a Tuesday note.</p><p style=\"text-align: start;\">In Windsor’s view, the answer will be determined by continued demand for tokens, or the pieces of data processed and generated by AI models, as prices for them continue to rise.</p><p style=\"text-align: start;\">“For as long as demand continues to greatly outstrip supply, then we do not have a problem, and the memory companies will continue to rise and the compute providers will continue to print cash,” Windsor said.</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>Micron’s Stock Falls as Investors Wonder If the Memory Market Is near the Top</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron’s Stock Falls as Investors Wonder If the Memory Market Is near the Top\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\">2026-07-08 10:05</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;\"><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>’s stock fell hard on Tuesday as investors looked past a massive profit boom at memory rival Samsung Electronics.</p><p style=\"text-align: start;\">Shares of Micron fell 4.7%, while <a href=\"https://laohu8.com/S/SNDK\">Sandisk</a>’s stock lost 7.3% on Tuesday. Storage makers <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> and <a href=\"https://laohu8.com/S/STX\">Seagate Technology</a> saw their shares fall 7.9% and 4.7%, respectively, following big gains on Monday.</p><p>Jefferies equities trading analyst Jeffrey Favuzza said “most investor feedback continues to point to a skittish [artificial-intelligence] tape, elevated expectations/bar,” and underwhelming results — at least relative to the major recent appreciation in Samsung’s stock.</p><p>Samsung’s preliminary results did not offer investors insight into performance by business division, Favuzza said in a Tuesday note. Those details will come with Samsung’s full report later this month.</p><p style=\"text-align: start;\">Baird managing director Ted Mortonson said Tuesday’s action reflected worries on Wall Street that the market is “now entering a phase where elasticity of demand is being impacted by massive component inflation,” referring to rising prices for memory and storage chips due to the ongoing supply-demand imbalance. Those price increases are now hitting consumer and enterprise markets, he said in emailed comments.</p><p style=\"text-align: start;\">Mortonson pointed to massive spending by hyperscalers and said that when the return on invested capital “degrades to the point where they can’t pass on component prices,” the memory cycle could pause until supply reaches parity with demand. That’s not expected until 2028 or 2029, he added.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AAPL\">Apple</a> said in June that it is planning to raise iPhone prices as the cost of memory chips continues to climb.</p><p style=\"text-align: start;\">Samsung’s South Korea-listed shares closed down 7% on Tuesday after the company reported preliminary second-quarter operating profits of 89.4 trillion won, or $58.5 billion, which was above the FactSet consensus for 87 trillion won. The company’s preliminary revenue of 171 trillion won was only in line with estimates, however.</p><p>While operating profits were up by 19 times compared with the previous year, they were “only just ahead of expectations as opposed to Micron, which blew expectations away,” said Richard Windsor, founder of research firm Radio Free Mobile.</p><p style=\"text-align: start;\">Therefore, “the market is wondering whether or not we are at the top,” he said in a Tuesday note.</p><p style=\"text-align: start;\">In Windsor’s view, the answer will be determined by continued demand for tokens, or the pieces of data processed and generated by AI models, as prices for them continue to rise.</p><p style=\"text-align: start;\">“For as long as demand continues to greatly outstrip supply, then we do not have a problem, and the memory companies will continue to rise and the compute providers will continue to print cash,” Windsor said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","MULL":"2倍做多MU ETF-GraniteShares","BK4554":"元宇宙及AR概念","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","CGGO":"Capital Group Global Growth Equity ETF","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","BK4553":"喜马拉雅资本持仓","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","RULE":"Adaptive Core ETF","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4588":"碎股","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","USXF":"iShares ESG Advanced MSCI USA ETF","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","IXN":"iShares Trust S&P Global Informa","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","FTXL":"First Trust Nasdaq Semiconductor ETF","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","MU":"美光科技","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","EMSF":"Matthews Emerging Markets Sustainable Future Active ETF","FDTX":"Fidelity Disruptive Technology ETF","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","SHOC":"Strive U.S. Semiconductor ETF","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","VGT":"信息技术ETF-Vanguard","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","SMH":"半导体指数ETF-HOLDRs","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","BK4566":"资本集团","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2102340556.USD":"AZ ALLOCATION - RISK PARITY FACTOR \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","MUU":"2倍做多MU ETF-Direxion","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","AIFD":"TCW Artificial Intelligence ETF","BK4605":"半导体精选","IETC":"iShares U.S. Tech Independence Focused ETF","FTEC":"Fidelity MSCI Information Techno","BAI":"iShares A.I. 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VL \"A\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","XLK":"高科技指数ETF-SPDR","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","MUD":"1倍做空MU ETF-Direxion","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","ARTY":"ISHARES FUTURE AI & TECH ETF","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"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":"2649935136","content_text":"Micron Technology’s stock fell hard on Tuesday as investors looked past a massive profit boom at memory rival Samsung Electronics.Shares of Micron fell 4.7%, while Sandisk’s stock lost 7.3% on Tuesday. Storage makers Western Digital and Seagate Technology saw their shares fall 7.9% and 4.7%, respectively, following big gains on Monday.Jefferies equities trading analyst Jeffrey Favuzza said “most investor feedback continues to point to a skittish [artificial-intelligence] tape, elevated expectations/bar,” and underwhelming results — at least relative to the major recent appreciation in Samsung’s stock.Samsung’s preliminary results did not offer investors insight into performance by business division, Favuzza said in a Tuesday note. Those details will come with Samsung’s full report later this month.Baird managing director Ted Mortonson said Tuesday’s action reflected worries on Wall Street that the market is “now entering a phase where elasticity of demand is being impacted by massive component inflation,” referring to rising prices for memory and storage chips due to the ongoing supply-demand imbalance. Those price increases are now hitting consumer and enterprise markets, he said in emailed comments.Mortonson pointed to massive spending by hyperscalers and said that when the return on invested capital “degrades to the point where they can’t pass on component prices,” the memory cycle could pause until supply reaches parity with demand. That’s not expected until 2028 or 2029, he added.Apple said in June that it is planning to raise iPhone prices as the cost of memory chips continues to climb.Samsung’s South Korea-listed shares closed down 7% on Tuesday after the company reported preliminary second-quarter operating profits of 89.4 trillion won, or $58.5 billion, which was above the FactSet consensus for 87 trillion won. The company’s preliminary revenue of 171 trillion won was only in line with estimates, however.While operating profits were up by 19 times compared with the previous year, they were “only just ahead of expectations as opposed to Micron, which blew expectations away,” said Richard Windsor, founder of research firm Radio Free Mobile.Therefore, “the market is wondering whether or not we are at the top,” he said in a Tuesday note.In Windsor’s view, the answer will be determined by continued demand for tokens, or the pieces of data processed and generated by AI models, as prices for them continue to rise.“For as long as demand continues to greatly outstrip supply, then we do not have a problem, and the memory companies will continue to rise and the compute providers will continue to print cash,” Windsor said.","news_type":1,"symbols_score_info":{"XNTK":0.6,"MUD":0.6,"BAI":0.6,"FAI":0.6,"XLK":0.6,"EFIV":0.6,"SHOC":0.6,"EMSF":0.6,"CGGO":0.6,"WUGI":0.6,"IXN":0.6,"VGT":0.6,"FDTX":0.6,"RULE":0.6,"USXF":0.6,"CHAT":0.6,"LEGR":0.6,"ARTY":0.6,"IETC":0.6,"TRFK":0.6,"SOXQ":0.6,"JGRO":0.6,"AIS":0.6,"CHPS":0.6,"MUU":0.6,"SOXX":0.6,"MU":1.96,"WLDR":0.6,"PSI":0.6,"MULL":0.6,"AIFD":0.6,"FTEC":0.6,"FXL":0.6,"AIQ":0.6,"EGGY":0.6,"SMH":0.6,"FTXL":0.6}},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581973803313299","authorId":"3581973803313299","name":"chinyung12","avatar":"https://community-static.tradeup.com/news/b5157710399178caf86b4879b6c64746","crmLevel":12,"crmLevelSwitch":0,"idStr":"3581973803313299","authorIdStr":"3581973803313299"},"content":"It’s the story they choose to tell. Trust me, the narratives would be different next week, after SK Hynix comes.","text":"It’s the story they choose to tell. Trust me, the narratives would be different next week, after SK Hynix comes.","html":"It’s the story they choose to tell. Trust me, the narratives would be different next week, after SK Hynix comes."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":564701941813472,"gmtCreate":1778899791334,"gmtModify":1778899795129,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4168693765597012","authorIdStr":"4168693765597012"},"themes":[],"title":"","htmlText":"So need to setup US backdoor chip to whole world?","listText":"So need to setup US backdoor chip to whole world?","text":"So need to setup US backdoor chip to whole world?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/564701941813472","repostId":"2635055157","repostType":2,"repost":{"id":"2635055157","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":1778886876,"share":"https://ttm.financial/m/news/2635055157?lang=en_US&edition=fundamental","pubTime":"2026-05-16 07:14","market":"us","language":"en","title":"Arm Holdings To Face US Antitrust Probe Over Chip Tech, Bloomberg News Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=2635055157","media":"Reuters","summary":"May 15  - Arm Holdings ARM.O is facing an antitrust probe by the U.S. Federal Trade Commission over the British chip designer's licensing of its semiconductor technology, part of ongoing global scrutiny of the business, Bloomberg News reported on Friday.The FTC is investigating whether Arm is trying to illegally monopolize parts of the semiconductor market. It is looking to assess if Arm will reject or downgrade the licensing agreements for its chip blueprints used to design central processing units, the report said, citing people familiar with the matter.Earlier this year, the US regulator notified Arm of the investigation and demanded the company preserve documents, according to Bloomberg.A big portion of Arm's revenue comes from licensing its technology to companies such as Nvidia NVDA.O and Apple AAPL.O and collecting royalty payments on design use.Reuters was not able to verify the report. Both Arm and the FTC did not immediately respond to Reuters requests for comment.Regulators ","content":"<html><head></head><body><p>May 15 (Reuters) - Arm Holdings ARM.O is facing an antitrust probe by the U.S. Federal Trade Commission over the British chip designer&#39;s licensing of its semiconductor technology, part of ongoing global scrutiny of the business, Bloomberg News reported on Friday.</p><p>Arm Holdings shares tumbled 8% on Friday trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca600693c07de453455d9bf0f5c4f9db\" tg-width=\"707\" tg-height=\"813\"/></p><p>The FTC is investigating whether Arm is trying to illegally monopolize parts of the semiconductor market. It is looking to assess if Arm will reject or downgrade the licensing agreements for its chip blueprints used to design central processing units, the report said, citing people familiar with the matter.</p><p>Earlier this year, the US regulator notified Arm of the investigation and demanded the company preserve documents, according to Bloomberg.</p><p>A big portion of Arm&#39;s revenue comes from licensing its technology to companies such as <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> NVDA.O and Apple AAPL.O and collecting royalty payments on design use.</p><p>Reuters was not able to verify the report. Both Arm and the FTC did not immediately respond to Reuters requests for comment.</p><p>Regulators outside the U.S. are also probing Arm&#39;s practices.</p><p>South Korea&#39;s antitrust regulator was investigating the Seoul offices of Arm in November, as part of ongoing scrutiny of the company&#39;s licensing practices.</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>Arm Holdings To Face US Antitrust Probe Over Chip Tech, Bloomberg News Reports</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\">\nArm Holdings To Face US Antitrust Probe Over Chip Tech, Bloomberg News Reports\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\">2026-05-16 07:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>May 15 (Reuters) - Arm Holdings ARM.O is facing an antitrust probe by the U.S. Federal Trade Commission over the British chip designer&#39;s licensing of its semiconductor technology, part of ongoing global scrutiny of the business, Bloomberg News reported on Friday.</p><p>Arm Holdings shares tumbled 8% on Friday trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca600693c07de453455d9bf0f5c4f9db\" tg-width=\"707\" tg-height=\"813\"/></p><p>The FTC is investigating whether Arm is trying to illegally monopolize parts of the semiconductor market. It is looking to assess if Arm will reject or downgrade the licensing agreements for its chip blueprints used to design central processing units, the report said, citing people familiar with the matter.</p><p>Earlier this year, the US regulator notified Arm of the investigation and demanded the company preserve documents, according to Bloomberg.</p><p>A big portion of Arm&#39;s revenue comes from licensing its technology to companies such as <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> NVDA.O and Apple AAPL.O and collecting royalty payments on design use.</p><p>Reuters was not able to verify the report. Both Arm and the FTC did not immediately respond to Reuters requests for comment.</p><p>Regulators outside the U.S. are also probing Arm&#39;s practices.</p><p>South Korea&#39;s antitrust regulator was investigating the Seoul offices of Arm in November, as part of ongoing scrutiny of the company&#39;s licensing practices.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - 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It is looking to assess if Arm will reject or downgrade the licensing agreements for its chip blueprints used to design central processing units, the report said, citing people familiar with the matter.Earlier this year, the US regulator notified Arm of the investigation and demanded the company preserve documents, according to Bloomberg.A big portion of Arm's revenue comes from licensing its technology to companies such as Nvidia NVDA.O and Apple AAPL.O and collecting royalty payments on design use.Reuters was not able to verify the report. Both Arm and the FTC did not immediately respond to Reuters requests for comment.Regulators outside the U.S. are also probing Arm's practices.South Korea's antitrust regulator was investigating the Seoul offices of Arm in November, as part of ongoing scrutiny of the company's licensing practices.","news_type":1,"symbols_score_info":{"AAPB":0.6,"AAPY":0.6,"NVDB":0.6,"AAPU":0.6,"NVDU":0.6,"NVDW":0.6,"NVII":0.6,"APLY":0.6,"NVDG":0.6,"NVD":0.6,"NVDX":0.6,"AAPW":0.6,"NVDQ":0.6,"07788":0.6,"ANV":0.6,"AAPD":0.6,"DIPS":0.6,"NVDO":0.6,"NVDL":0.6,"AAPX":0.6,"QCMD":0.6,"NVDD":0.6,"QCML":0.6,"NVYY":0.6,"07388":0.6,"ARM":2,"NVDS":0.6,"NVDY":0.6,"QCMU":0.6}},"isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":572122060890752,"gmtCreate":1780700718398,"gmtModify":1780700721353,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4168693765597012","authorIdStr":"4168693765597012"},"themes":[],"title":"","htmlText":"So today all fall like hell due to US government pull back money investment in US market","listText":"So today all fall like hell due to US government pull back money investment in US market","text":"So today all fall like hell due to US government pull back money investment in US market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/572122060890752","repostId":"1190863850","repostType":2,"repost":{"id":"1190863850","kind":"news","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":1780662600,"share":"https://ttm.financial/m/news/1190863850?lang=en_US&edition=fundamental","pubTime":"2026-06-05 20:30","market":"us","language":"en","title":"US Posts Another Month of Strong Job Gains in May; Unemployment Rate Steady at 4.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1190863850","media":"Reuters","summary":"US May Non-Farm Payrolls +172K (Est. +85K, Prior +179K Revised from +115K)","content":"<html><head></head><body><p>WASHINGTON, June 5 (Reuters) - The ‌U.S. economy posted another month of strong employment gains in May, confirming that the labor market was gaining traction after stumbling last year, and potentially giving the Federal Reserve more room to keep interest rates unchanged amid rising inflation stemming from the war with Iran.</p><p>Nonfarm payrolls increased by 172,000 jobs last month after rising by an upwardly revised 179,000 in April, the Labor Department&#39;s ⁠Bureau of Labor Statistics said in its closely watched employment report on Friday. Economists polled by Reuters had forecast payrolls increasing by 85,000 jobs after a previously reported 115,000 rise in April.</p><p>Estimates for job growth ranged from 50,000 to 125,000. The increase added to gains notched in the prior two months.</p><p>Economists estimated the economy needs to create between zero and 50,000 jobs per month to keep up with growth in the working-age population. The so-called break even rate has dropped because of an immigration crackdown that has reduced the labor force, limiting the rise in the unemployment rate.</p><p>The jobless rate remained at 4.3% for a third ‌straight ⁠month. The improvement in payrolls mostly reflects low layoffs. Businesses have been cautious about boosting hiring as they deal with uncertainty, first from President Donald Trump&#39;s sweeping tariffs last year and now the U.S.-Israeli war with Iran.</p><p>There are so far no indications that the Middle East conflict, which has unleashed a surge in oil prices and other products ⁠shipped through the Strait of Hormuz, is having a material impact on the jobs market.</p><p>Fiscal stimulus, in the form of tax and tariff refunds, has bolstered corporate profits and allowed businesses to refrain from large-scale firings, economists said.</p><p>The U.S. ⁠Supreme Court in February struck down the tariffs, and some businesses have filed for refunds. Corporate profits increased by $40.4 billion in the first quarter and have been rising since the second quarter of 2025.</p><p>Despite ⁠the strength in payrolls, the labor market remains in what economists have termed a &#34;slow-hire, slow-fire&#34; equilibrium. Financial markets expect the U.S. central bank to leave its benchmark overnight interest rate in the 3.50% to 3.75% range into 2027.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Posts Another Month of Strong Job Gains in May; Unemployment Rate Steady at 4.3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Posts Another Month of Strong Job Gains in May; Unemployment Rate Steady at 4.3%\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\">2026-06-05 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, June 5 (Reuters) - The ‌U.S. economy posted another month of strong employment gains in May, confirming that the labor market was gaining traction after stumbling last year, and potentially giving the Federal Reserve more room to keep interest rates unchanged amid rising inflation stemming from the war with Iran.</p><p>Nonfarm payrolls increased by 172,000 jobs last month after rising by an upwardly revised 179,000 in April, the Labor Department&#39;s ⁠Bureau of Labor Statistics said in its closely watched employment report on Friday. Economists polled by Reuters had forecast payrolls increasing by 85,000 jobs after a previously reported 115,000 rise in April.</p><p>Estimates for job growth ranged from 50,000 to 125,000. The increase added to gains notched in the prior two months.</p><p>Economists estimated the economy needs to create between zero and 50,000 jobs per month to keep up with growth in the working-age population. The so-called break even rate has dropped because of an immigration crackdown that has reduced the labor force, limiting the rise in the unemployment rate.</p><p>The jobless rate remained at 4.3% for a third ‌straight ⁠month. The improvement in payrolls mostly reflects low layoffs. Businesses have been cautious about boosting hiring as they deal with uncertainty, first from President Donald Trump&#39;s sweeping tariffs last year and now the U.S.-Israeli war with Iran.</p><p>There are so far no indications that the Middle East conflict, which has unleashed a surge in oil prices and other products ⁠shipped through the Strait of Hormuz, is having a material impact on the jobs market.</p><p>Fiscal stimulus, in the form of tax and tariff refunds, has bolstered corporate profits and allowed businesses to refrain from large-scale firings, economists said.</p><p>The U.S. ⁠Supreme Court in February struck down the tariffs, and some businesses have filed for refunds. Corporate profits increased by $40.4 billion in the first quarter and have been rising since the second quarter of 2025.</p><p>Despite ⁠the strength in payrolls, the labor market remains in what economists have termed a &#34;slow-hire, slow-fire&#34; equilibrium. Financial markets expect the U.S. central bank to leave its benchmark overnight interest rate in the 3.50% to 3.75% range into 2027.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QQQ":"纳指100ETF",".DJI":"道琼斯","SQQQ":"纳指三倍做空ETF","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190863850","content_text":"WASHINGTON, June 5 (Reuters) - The ‌U.S. economy posted another month of strong employment gains in May, confirming that the labor market was gaining traction after stumbling last year, and potentially giving the Federal Reserve more room to keep interest rates unchanged amid rising inflation stemming from the war with Iran.Nonfarm payrolls increased by 172,000 jobs last month after rising by an upwardly revised 179,000 in April, the Labor Department's ⁠Bureau of Labor Statistics said in its closely watched employment report on Friday. Economists polled by Reuters had forecast payrolls increasing by 85,000 jobs after a previously reported 115,000 rise in April.Estimates for job growth ranged from 50,000 to 125,000. The increase added to gains notched in the prior two months.Economists estimated the economy needs to create between zero and 50,000 jobs per month to keep up with growth in the working-age population. The so-called break even rate has dropped because of an immigration crackdown that has reduced the labor force, limiting the rise in the unemployment rate.The jobless rate remained at 4.3% for a third ‌straight ⁠month. The improvement in payrolls mostly reflects low layoffs. Businesses have been cautious about boosting hiring as they deal with uncertainty, first from President Donald Trump's sweeping tariffs last year and now the U.S.-Israeli war with Iran.There are so far no indications that the Middle East conflict, which has unleashed a surge in oil prices and other products ⁠shipped through the Strait of Hormuz, is having a material impact on the jobs market.Fiscal stimulus, in the form of tax and tariff refunds, has bolstered corporate profits and allowed businesses to refrain from large-scale firings, economists said.The U.S. ⁠Supreme Court in February struck down the tariffs, and some businesses have filed for refunds. Corporate profits increased by $40.4 billion in the first quarter and have been rising since the second quarter of 2025.Despite ⁠the strength in payrolls, the labor market remains in what economists have termed a \"slow-hire, slow-fire\" equilibrium. Financial markets expect the U.S. central bank to leave its benchmark overnight interest rate in the 3.50% to 3.75% range into 2027.","news_type":1,"symbols_score_info":{"SQQQ":1,"QQQ":1,"TQQQ":1,"SPY":1,"ESmain":1,".SPX":1,".DJI":1,"NQmain":1,"YMmain":1,".IXIC":1}},"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":567284339268296,"gmtCreate":1779536388431,"gmtModify":1779542211204,"author":{"id":"4168693765597012","authorId":"4168693765597012","name":"Enson78","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4168693765597012","authorIdStr":"4168693765597012"},"themes":[],"title":"","htmlText":"China already rejected. I wonder which company dare to order especially 4company AI card already can replace H200 even h300. Deepseek already use Huawei AI card. Compare to chartgdp, deepseek way cheaper and open source to many company.","listText":"China already rejected. I wonder which company dare to order especially 4company AI card already can replace H200 even h300. Deepseek already use Huawei AI card. Compare to chartgdp, deepseek way cheaper and open source to many company.","text":"China already rejected. I wonder which company dare to order especially 4company AI card already can replace H200 even h300. Deepseek already use Huawei AI card. Compare to chartgdp, deepseek way cheaper and open source to many company.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/567284339268296","repostId":"2637532141","repostType":2,"repost":{"id":"2637532141","kind":"live","pubTimestamp":1779526894,"share":"https://ttm.financial/m/news/2637532141?lang=en_US&edition=fundamental","pubTime":"2026-05-23 17:01","market":"fut","language":"en","title":"Taipei- Nvidia CEO Huang: H200 Has Been Licensed to Ship to China, Would Be Terrific to Serve That Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2637532141","media":"THOMSON REUTERS","summary":"Taipei- Nvidia CEO Huang: H200 Has Been Licensed to Ship to China, Would Be Terrific to Serve That M","content":"<html><body><p>Taipei- Nvidia CEO Huang: H200 Has Been Licensed to Ship to China, Would Be Terrific to Serve That Market</p></body></html>","source":"reuters_en_live","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>Taipei- Nvidia CEO Huang: H200 Has Been Licensed to Ship to China, Would Be Terrific to Serve That Market</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTaipei- Nvidia CEO Huang: H200 Has Been Licensed to Ship to China, Would Be Terrific to Serve That Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-23 17:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260523:nP8N3V2054:9><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Taipei- Nvidia CEO Huang: H200 Has Been Licensed to Ship to China, Would Be Terrific to Serve That Market</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260523:nP8N3V2054:9\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" 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Everytime negotiation the day before, US and Israel will shoot missile to kill them. Both country has loss their trust to Iran.&nbsp;","listText":"I don't think so he is willing negotiation with Trump. Everytime negotiation the day before, US and Israel will shoot missile to kill them. Both country has loss their trust to Iran.&nbsp;","text":"I don't think so he is willing negotiation with Trump. Everytime negotiation the day before, US and Israel will shoot missile to kill them. Both country has loss their trust to Iran.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/543316144115824","repostId":"2619784481","repostType":2,"repost":{"id":"2619784481","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":1773620015,"share":"https://ttm.financial/m/news/2619784481?lang=en_US&edition=fundamental","pubTime":"2026-03-16 08:13","market":"fut","language":"en","title":"Trump Says US Talking To Iran But Doubts Tehran Ready For Negotiations","url":"https://stock-news.laohu8.com/highlight/detail?id=2619784481","media":"Reuters","summary":"Trump says US talking to Iran but doubts Tehran ready for negotiationsMarch 15  - President Donald Trump said on Sunday Washington is in contact with Iran but expressed doubt that Tehran is prepared for serious negotiations to end the conflict.Trump told reporters on Air Force One his administration is talking to Iran, \"but I don’t think they are ready.\"   ","content":"<html><head></head><body><p>March 15 (Reuters) - President Donald Trump said on Sunday Washington is in contact with Iran but expressed doubt that Tehran is prepared for serious negotiations to end the conflict.</p><p>Trump told reporters on Air Force One his administration is talking to Iran, &#34;but I don’t think they are ready.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>Trump demands other countries help protect Strait of Hormuz</title></head><body><p><span>AIR FORCE ONE, March 15 (Reuters)</span><span> - </span>U.S. President Donald Trump said on Sunday he is demanding that other countries help protect the Strait of Hormuz, adding that Washington is in talks with several nations about policing the critical shipping lane for oil and gas.  </p><p> (Reporting by Jarrett Renshaw; Editing by Tom Hogue)</p><p> ((jarrett.renshaw@thomsonreuters.com; (646) 223-6193;))</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 demands other countries help protect Strait of Hormuz</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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Editing by Tom Hogue)</p><p> ((jarrett.renshaw@thomsonreuters.com; (646) 223-6193;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260316:nS0N3YU01E:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2619481167","content_text":"Trump demands other countries help protect Strait of HormuzAIR FORCE ONE, March 15 (Reuters) - U.S. President Donald Trump said on Sunday he is demanding that other countries help protect the Strait of Hormuz, adding that Washington is in talks with several nations about policing the critical shipping lane for oil and gas.   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