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05-21 15:44

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Stock Track | Klarna Group Soars 5.02% Intraday on ChatGPT AI App Launch and Worldline Partnership Expansion

05-20

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Cracks Are Starting to Appear in the Chip Stock Rally

05-20

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@Tiger_comments:Sell in May Back? Walsh Tooks Fed, NVDA Reports Tomorrow: Add or Trim?

05-18

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How Much Will SpaceX Stock Be Worth by 2030? Here's What History Says

05-13

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@Tiger_comments:Find the Next SanDisk! SpaceX IPO Sprinting, Are Space Stocks the Chosen One?

05-12

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Why High Oil Prices Are a Time Bomb for the Tech-Led Rally -- Barrons.com

05-11

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@Tiger_comments:Mag 7 Is Dead? Meet DIAMANS! Did You Get a Seat on New AI Hardware Basket?

05-09

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Memory Stocks Continue to Surge. What's Driving Micron and Sandisk Higher. -- Barrons.com

03-19

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03-18

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Option Focus | Micron Sees Bearish Spread Positioning Ahead of Earnings; Longer-Dated Bets Turn Aggressively Bullish to $620–$750

02-25

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Stock Track | Klarna Group Soars 5.03% Intraday on Strong User Growth Announcement

02-20

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Nvidia Dumped It, Cathie Wood Snapped It Up. This Pharma Stock Is Splitting Wall Street

01-28

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Top Calls on Wall Street: Apple, Tesla, Nvidia, Amazon, CoreWeave, Strategy, Disney, and More

01-28

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Top Calls on Wall Street: Apple, Tesla, Nvidia, Amazon, CoreWeave, Strategy, Disney, and More

01-28

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Nancy Pelosi Discloses Buys Of Nvidia, Apple, AllianceBernstein, And More; Sells Some Stakes

01-27

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These fintech stocks could be big winners from Trump's 'populism' push, according to Citi

01-26

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Nvidia Invests $2 Billion in CoreWeave, Expands Partnership

01-17

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Stock Track | CoreWeave, Inc. (CRWV) Soars 5.01% Intraday as Trump Discloses Bond Investment

01-13

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This Chip Stock Has Climbed 50% Over The Last 12 Months. It May Be A Play On SpaceX's Growth.

01-13

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Microsoft, Oracle and ServiceNow Could Be the Top Stocks to Play a Software Comeback

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The integration connects the artificial intelligence platform to live commerce data spanning more than 100 million products and 400 million merchant listings across 13 markets, allowing consumers to view visual results with current prices, availability, and offers before redirecting them to merchant websites to complete transactions.</p><p>Additionally, Klarna has signed a framework agreement with global payment technology provider Worldline to broaden access to its Buy Now, Pay Later and flexible payment options. This partnership extends Klarna's services from e-commerce into physical retail, making them available at both online and in-store points of sale where Worldline operates, potentially reaching a wider set of merchants and consumers globally.</p>","source":"ai_movement_en","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>Stock Track | Klarna Group Soars 5.02% Intraday on ChatGPT AI App Launch and Worldline Partnership Expansion</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\">\nStock Track | Klarna Group Soars 5.02% Intraday on ChatGPT AI App Launch and Worldline Partnership Expansion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-05-20 22:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Klarna Group plc (NYSE:KLAR) saw its stock price soar 5.02% during intraday trading on Wednesday, driven by two significant announcements that highlight the company's growth and innovation strategy.</p><p>The surge follows Klarna's launch of a shopping search application within Microsoft-backed ChatGPT, which provides real-time product discovery during user conversations. The integration connects the artificial intelligence platform to live commerce data spanning more than 100 million products and 400 million merchant listings across 13 markets, allowing consumers to view visual results with current prices, availability, and offers before redirecting them to merchant websites to complete transactions.</p><p>Additionally, Klarna has signed a framework agreement with global payment technology provider Worldline to broaden access to its Buy Now, Pay Later and flexible payment options. This partnership extends Klarna's services from e-commerce into physical retail, making them available at both online and in-store points of sale where Worldline operates, potentially reaching a wider set of merchants and consumers globally.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KLAR":"Klarna Group plc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155579222","content_text":"Klarna Group plc (NYSE:KLAR) saw its stock price soar 5.02% during intraday trading on Wednesday, driven by two significant announcements that highlight the company's growth and innovation strategy.The surge follows Klarna's launch of a shopping search application within Microsoft-backed ChatGPT, which provides real-time product discovery during user conversations. The integration connects the artificial intelligence platform to live commerce data spanning more than 100 million products and 400 million merchant listings across 13 markets, allowing consumers to view visual results with current prices, availability, and offers before redirecting them to merchant websites to complete transactions.Additionally, Klarna has signed a framework agreement with global payment technology provider Worldline to broaden access to its Buy Now, Pay Later and flexible payment options. This partnership extends Klarna's services from e-commerce into physical retail, making them available at both online and in-store points of sale where Worldline operates, potentially reaching a wider set of merchants and consumers globally.","news_type":1,"symbols_score_info":{"KLAR":1}},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":566248217207824,"gmtCreate":1779277420770,"gmtModify":1779277424541,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566248217207824","repostId":"2636867964","repostType":2,"repost":{"id":"2636867964","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":1779260539,"share":"https://ttm.financial/m/news/2636867964?lang=en_US&edition=fundamental","pubTime":"2026-05-20 15:02","market":"nz","language":"en","title":"Cracks Are Starting to Appear in the Chip Stock Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2636867964","media":"Dow Jones","summary":"Bank of America's monthly report on global fund managers, one of the market's go-to assessments for outlooks on the world of finance, sometimes has a ring of closing the stable door after the horse...","content":"<html><head></head><body><p>Bank of America&#39;s monthly report on global fund managers, one of the market&#39;s go-to assessments for outlooks on the world of finance, sometimes has a ring of closing the stable door after the horse has bolted to its findings.</p><p>That&#39;s even more true today, given the report, which tracks the 200 global fund managers who manage more than half a trillion dollars in global wealth, showed a record rise in equity allocations and a big reduction in overall cash levels as stocks hit a series of all-time highs and the first quarter earnings season showed the biggest gap between forecasts and profits since the Covid pandemic.</p><p>But it also showed a sense of concern among those polled, who see a quick end to the Iran war, a re-opening of the Strait of Hormuz and Federal Reserve rate cuts within the next 12 months, tied to the market&#39;s hottest trade.</p><p>Nearly three quarters of respondents cited &#34;long global semiconductors&#34; as the market&#39;s most-crowded trade, a tally that topped inflationary pressures at around 40%. Added to that concern, the most cited &#34;tail risk&#34; to the market was deemed to be a credit event, which around 34% of those surveyed said could come from artificial intelligence and the hyperscalers.</p><p>That&#39;s worth noting, given that close to two thirds of the S&amp;P 500&#39;s gains since the nadir of late March, which have added around 13% to the benchmark and taken it to a series of all-time highs, have come from the megacap tech trade.</p><p>An index of the so-called Magnificent Seven tech stocks has risen more than 18% since the start of the second quarter, with all-time highs for Apple, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, and Google parent Alphabet. The PHLX semiconductor index, meanwhile, has surged nearly 50% since hitting a year-to-date low on March 30.</p><p>But cracks are starting to appear.</p><p>The semiconductor benchmark traded lower for the third consecutive session on Tuesday, putting its decline from last week&#39;s record high to around 9.8%, dragging the Nasdaq lower amid a surge in Treasury bond yields and worryingly elevated crude prices.</p><p>Intel, one of the sector&#39;s standout performers over the past year, has slumped around 15% over the past week, with Micron Technology Inc. down a similar amount over the past three sessions.</p><p>Software stocks, meanwhile, are staging something of a comeback, with the iShares Expanded Tech-Software Sector ETF rising 8.6% from last week&#39;s low to take its overall gain for the month of May to around 17.6%.</p><p>That still leaves it down 6.6% for the year, however, compared to a 56% advance for the PHLX Semiconductor Index.</p><p>Big moves in the bond market aren&#39;t helping.</p><p>Benchmark 30-year paper traded north of 5.17% in early Tuesday trading, the highest level since 2007, while 10-year notes topped 4.65%, the highest since February of last year.</p><p>Bank of America, in a separate report published Tuesday, noted that the VanEck Semiconductor ETF, which tracks the same stocks in the PHLX Semiconductor Index but uses different weightings, is trading in &#34;an extreme overbought condition&#34; that could signal a near-term slide.</p><p>&#34;With no clear topping pattern or blow-off climax to signal a peak, positioning becomes more tactical. Given the combination of extreme [relative strength index] and exhaustion signals, history suggests watching for bearish reversal candles,&#34; the bank said.</p><p>Nvidia&#39;s first quarter earnings on Wednesday could certainly support the broader semiconductor trade, with the AI chipmaker&#39;s outlook, and commentary on demand, closely-tracked by Wall Street.</p><p>But so will its comments on the chip sector.</p><p>&#34;I think they&#39;re going to be asked, in a number of different ways, to comment on what they&#39;re seeing in some pockets of the semiconductor market that have gone crazy over the last several weeks, specifically memory and CPUs,&#34; said John Belton, portfolio manager at Gabelli Funds.</p><p>With chip stocks now edging closer to correction territory, bond yields testing multi-year highs, oil prices holding north of $110 a barrel and the Fed not in any sort of hurry to cut rates, the market&#39;s hottest trade may be getting overcrowded.</p><p>Whether investors decide to pare back those positions remains to be seen.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cracks Are Starting to Appear in the Chip Stock Rally</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\">\nCracks Are Starting to Appear in the Chip Stock Rally\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\">2026-05-20 15:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Bank of America&#39;s monthly report on global fund managers, one of the market&#39;s go-to assessments for outlooks on the world of finance, sometimes has a ring of closing the stable door after the horse has bolted to its findings.</p><p>That&#39;s even more true today, given the report, which tracks the 200 global fund managers who manage more than half a trillion dollars in global wealth, showed a record rise in equity allocations and a big reduction in overall cash levels as stocks hit a series of all-time highs and the first quarter earnings season showed the biggest gap between forecasts and profits since the Covid pandemic.</p><p>But it also showed a sense of concern among those polled, who see a quick end to the Iran war, a re-opening of the Strait of Hormuz and Federal Reserve rate cuts within the next 12 months, tied to the market&#39;s hottest trade.</p><p>Nearly three quarters of respondents cited &#34;long global semiconductors&#34; as the market&#39;s most-crowded trade, a tally that topped inflationary pressures at around 40%. Added to that concern, the most cited &#34;tail risk&#34; to the market was deemed to be a credit event, which around 34% of those surveyed said could come from artificial intelligence and the hyperscalers.</p><p>That&#39;s worth noting, given that close to two thirds of the S&amp;P 500&#39;s gains since the nadir of late March, which have added around 13% to the benchmark and taken it to a series of all-time highs, have come from the megacap tech trade.</p><p>An index of the so-called Magnificent Seven tech stocks has risen more than 18% since the start of the second quarter, with all-time highs for Apple, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, and Google parent Alphabet. The PHLX semiconductor index, meanwhile, has surged nearly 50% since hitting a year-to-date low on March 30.</p><p>But cracks are starting to appear.</p><p>The semiconductor benchmark traded lower for the third consecutive session on Tuesday, putting its decline from last week&#39;s record high to around 9.8%, dragging the Nasdaq lower amid a surge in Treasury bond yields and worryingly elevated crude prices.</p><p>Intel, one of the sector&#39;s standout performers over the past year, has slumped around 15% over the past week, with Micron Technology Inc. down a similar amount over the past three sessions.</p><p>Software stocks, meanwhile, are staging something of a comeback, with the iShares Expanded Tech-Software Sector ETF rising 8.6% from last week&#39;s low to take its overall gain for the month of May to around 17.6%.</p><p>That still leaves it down 6.6% for the year, however, compared to a 56% advance for the PHLX Semiconductor Index.</p><p>Big moves in the bond market aren&#39;t helping.</p><p>Benchmark 30-year paper traded north of 5.17% in early Tuesday trading, the highest level since 2007, while 10-year notes topped 4.65%, the highest since February of last year.</p><p>Bank of America, in a separate report published Tuesday, noted that the VanEck Semiconductor ETF, which tracks the same stocks in the PHLX Semiconductor Index but uses different weightings, is trading in &#34;an extreme overbought condition&#34; that could signal a near-term slide.</p><p>&#34;With no clear topping pattern or blow-off climax to signal a peak, positioning becomes more tactical. Given the combination of extreme [relative strength index] and exhaustion signals, history suggests watching for bearish reversal candles,&#34; the bank said.</p><p>Nvidia&#39;s first quarter earnings on Wednesday could certainly support the broader semiconductor trade, with the AI chipmaker&#39;s outlook, and commentary on demand, closely-tracked by Wall Street.</p><p>But so will its comments on the chip sector.</p><p>&#34;I think they&#39;re going to be asked, in a number of different ways, to comment on what they&#39;re seeing in some pockets of the semiconductor market that have gone crazy over the last several weeks, specifically memory and CPUs,&#34; said John Belton, portfolio manager at Gabelli Funds.</p><p>With chip stocks now edging closer to correction territory, bond yields testing multi-year highs, oil prices holding north of $110 a barrel and the Fed not in any sort of hurry to cut rates, the market&#39;s hottest trade may be getting overcrowded.</p><p>Whether investors decide to pare back those positions remains to be seen.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"07788":"南方两倍做多英伟达","LU0795875169.SGD":"JPMorgan Investment Funds - 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ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4566":"资本集团","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4505":"高瓴资本持仓","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2636867964","content_text":"Bank of America's monthly report on global fund managers, one of the market's go-to assessments for outlooks on the world of finance, sometimes has a ring of closing the stable door after the horse has bolted to its findings.That's even more true today, given the report, which tracks the 200 global fund managers who manage more than half a trillion dollars in global wealth, showed a record rise in equity allocations and a big reduction in overall cash levels as stocks hit a series of all-time highs and the first quarter earnings season showed the biggest gap between forecasts and profits since the Covid pandemic.But it also showed a sense of concern among those polled, who see a quick end to the Iran war, a re-opening of the Strait of Hormuz and Federal Reserve rate cuts within the next 12 months, tied to the market's hottest trade.Nearly three quarters of respondents cited \"long global semiconductors\" as the market's most-crowded trade, a tally that topped inflationary pressures at around 40%. Added to that concern, the most cited \"tail risk\" to the market was deemed to be a credit event, which around 34% of those surveyed said could come from artificial intelligence and the hyperscalers.That's worth noting, given that close to two thirds of the S&P 500's gains since the nadir of late March, which have added around 13% to the benchmark and taken it to a series of all-time highs, have come from the megacap tech trade.An index of the so-called Magnificent Seven tech stocks has risen more than 18% since the start of the second quarter, with all-time highs for Apple, Nvidia, and Google parent Alphabet. The PHLX semiconductor index, meanwhile, has surged nearly 50% since hitting a year-to-date low on March 30.But cracks are starting to appear.The semiconductor benchmark traded lower for the third consecutive session on Tuesday, putting its decline from last week's record high to around 9.8%, dragging the Nasdaq lower amid a surge in Treasury bond yields and worryingly elevated crude prices.Intel, one of the sector's standout performers over the past year, has slumped around 15% over the past week, with Micron Technology Inc. down a similar amount over the past three sessions.Software stocks, meanwhile, are staging something of a comeback, with the iShares Expanded Tech-Software Sector ETF rising 8.6% from last week's low to take its overall gain for the month of May to around 17.6%.That still leaves it down 6.6% for the year, however, compared to a 56% advance for the PHLX Semiconductor Index.Big moves in the bond market aren't helping.Benchmark 30-year paper traded north of 5.17% in early Tuesday trading, the highest level since 2007, while 10-year notes topped 4.65%, the highest since February of last year.Bank of America, in a separate report published Tuesday, noted that the VanEck Semiconductor ETF, which tracks the same stocks in the PHLX Semiconductor Index but uses different weightings, is trading in \"an extreme overbought condition\" that could signal a near-term slide.\"With no clear topping pattern or blow-off climax to signal a peak, positioning becomes more tactical. Given the combination of extreme [relative strength index] and exhaustion signals, history suggests watching for bearish reversal candles,\" the bank said.Nvidia's first quarter earnings on Wednesday could certainly support the broader semiconductor trade, with the AI chipmaker's outlook, and commentary on demand, closely-tracked by Wall Street.But so will its comments on the chip sector.\"I think they're going to be asked, in a number of different ways, to comment on what they're seeing in some pockets of the semiconductor market that have gone crazy over the last several weeks, specifically memory and CPUs,\" said John Belton, portfolio manager at Gabelli Funds.With chip stocks now edging closer to correction territory, bond yields testing multi-year highs, oil prices holding north of $110 a barrel and the Fed not in any sort of hurry to cut rates, the market's hottest trade may be getting overcrowded.Whether investors decide to pare back those positions remains to be seen.","news_type":1,"symbols_score_info":{"FTXL":0.61,"SMH":1.84,"NVDB":0.6,"CHPS":0.61,"NVD":0.6,"INTC":1.89,"USD":0.61,"TEKX":0.61,"SOXQ":0.61,"NVDY":0.6,"PSI":0.61,"LINT":0.6,"NVDQ":0.6,"NVDL":0.6,"NVYY":0.6,"INTW":0.6,"NVDS":0.6,"SMHX":0.61,"SOXX":0.61,"NVDG":0.6,"NVDO":0.6,"GOOGL":1.85,"NVDA":1.92,"07788":0.6,"NVDX":0.6,"SOXY":0.61,"NVDU":0.6,"SSG":0.61,"MAGY":0.61,"07388":0.6,"NVDW":0.6,"XSD":0.61,"CHPY":0.61,"NVDD":0.6,"SOXS":0.61,"ANV":0.6,"NVII":0.6,"SOXL":0.61,"DIPS":0.6}},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":566011219771616,"gmtCreate":1779219439273,"gmtModify":1779219442839,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566011219771616","repostId":"565981422162360","repostType":1,"repost":{"id":565981422162360,"gmtCreate":1779190443964,"gmtModify":1779213600315,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"Sell in May Back? Walsh Tooks Fed, NVDA Reports Tomorrow: Add or Trim?","htmlText":"Monday: <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> -8%, <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> -11%, <a href=\"https://ttm.financial/S/LITE\">$Lumentum(LITE)$</a> -9.3%, <a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$</a> -8.1% — AI photonics and storage getting hit. $NVDA$ pulled back from the $235 high to $222.32, extending lower pre-market to $220.98. Three variables are hanging over the market simultaneously this week: the Sell in May narrative is playing out, a new Fed chair just took office, and NVDA reports tomorrow night. What is Monday's selloff telling us? May is structurally a high-pressure month — end-of-quarter repositioning, late earnings season, summer liquidity compression. The \"Sell in May\" narrative tends to self-fulfill. But in","listText":"Monday: <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> -8%, <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> -11%, <a href=\"https://ttm.financial/S/LITE\">$Lumentum(LITE)$</a> -9.3%, <a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$</a> -8.1% — AI photonics and storage getting hit. $NVDA$ pulled back from the $235 high to $222.32, extending lower pre-market to $220.98. Three variables are hanging over the market simultaneously this week: the Sell in May narrative is playing out, a new Fed chair just took office, and NVDA reports tomorrow night. What is Monday's selloff telling us? May is structurally a high-pressure month — end-of-quarter repositioning, late earnings season, summer liquidity compression. The \"Sell in May\" narrative tends to self-fulfill. But in","text":"Monday: $SanDisk Corp.(SNDK)$ -8%, $NEBIUS(NBIS)$ -11%, $Lumentum(LITE)$ -9.3%, $Corning(GLW)$ -8.1% — AI photonics and storage getting hit. $NVDA$ pulled back from the $235 high to $222.32, extending lower pre-market to $220.98. Three variables are hanging over the market simultaneously this week: the Sell in May narrative is playing out, a new Fed chair just took office, and NVDA reports tomorrow night. What is Monday's selloff telling us? May is structurally a high-pressure month — end-of-quarter repositioning, late earnings season, summer liquidity compression. The \"Sell in May\" narrative tends to self-fulfill. But in","images":[{"img":"https://community-static.tradeup.com/news/440562db210086f322c1b76981c601a2"},{"img":"https://community-static.tradeup.com/news/ece7dbd33d25f8c11999288eec0ceb49"},{"img":"https://community-static.tradeup.com/news/efed870139aca6eb8c1263d83a2f4ac4"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/565981422162360","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":565483458016216,"gmtCreate":1779090703660,"gmtModify":1779090705857,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/565483458016216","repostId":"1197324019","repostType":2,"repost":{"id":"1197324019","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1779087926,"share":"https://ttm.financial/m/news/1197324019?lang=en_US&edition=fundamental","pubTime":"2026-05-18 15:05","market":"us","language":"en","title":"How Much Will SpaceX Stock Be Worth by 2030? Here's What History Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1197324019","media":"Tiger Newspress","summary":"With whispers of a valuation approaching $2 trillion, SpaceX stands on the precipice of potentially the largest initial public offering in history. Yet forecasting the company's stock price at 2030...","content":"<html><head></head><body><p>With whispers of a valuation approaching $2 trillion, SpaceX stands on the precipice of potentially the largest initial public offering in history. Yet forecasting the company&#39;s stock price at 2030 feels more like an astrology project than astute financial analysis. SpaceX must overcome regulatory hurdles and make significant technological leaps over the next few years to meet investors&#39; sky-high expectations.</p><p>Let&#39;s explore where SpaceX stands today, detail the company&#39;s vast opportunities, and examine some sobering lessons from recent high-profile IPOs.</p><h2 id=\"id_1117431833\" style=\"text-align: inherit;\">Putting SpaceX&#39;s valuation into perspective</h2><p style=\"text-align: start;\">Let&#39;s take a look at SpaceX&#39;s valuation trajectory over the last couple of years:</p><ul style=\"\"><li><p>In late 2024, SpaceX bought back shares from employees for $185 each. This secondary share deal valued the company at $350 billion.</p></li><li><p>About one year later, a tender offer pushed the company&#39;s worth to $800 billion by December 2025.</p></li><li><p>Earlier this year, SpaceX merged with xAI in a $1.25 trillion transaction.</p></li><li><p>Most recently, shares of SpaceX hit a valuation of $1.5 trillion on Forge Global&#39;s private market trading platform.</p></li></ul><p>The company is reportedly eying an IPO valuation between $1.75 trillion and $2 trillion. For context, the company would be valued higher than <strong>Walmart</strong>, <strong>Samsung</strong>, <strong>Meta Platforms</strong>, and <strong>Tesla</strong> at the high end of this range.</p><p style=\"text-align: start;\">Given SpaceX&#39;s S-1 filing remains confidential, investors have only estimates of the company&#39;s revenue and profitability. Some analysts estimate that SpaceX generated between $15 and $16 billion in revenue last year, while others put the company&#39;s top line closer to $18 billion. Regardless of the precise sales figure, SpaceX&#39;s IPO valuation implies a price-to-sales (P/S) multiple exceeding 100.</p><h2 id=\"id_3604896790\" style=\"text-align: inherit;\">Separating SpaceX&#39;s actual business from its lofty goals</h2><p>SpaceX currently operates two proven segments with a third, transformative one taking shape. The company&#39;s reusable rockets reduce launch costs by orders of magnitude, helping SpaceX capture lucrative contracts across commercial and government sectors. Meanwhile, Starlink has evolved from a niche connectivity provider into a global broadband network.</p><p>The real multiplier for SpaceX is artificial intelligence (AI). The company is increasingly marketing itself as an orbital AI infrastructure provider -- leveraging Starlink&#39;s network and Starship&#39;s launch capacity to deploy data centers in space.</p><p>The pitch looks compelling on the surface: Orbital compute can sidestep Earth&#39;s power grid and cooling bottlenecks, offering greater scale for training and inference workloads. Reports claim that SpaceX estimates its total addressable market to be around $28 trillion, with the vast majority tied to enterprise AI.</p><h2 id=\"id_3801472618\" style=\"text-align: inherit;\">These technology IPOs might be a good proxy for SpaceX&#39;s fate</h2><p style=\"text-align: start;\">After a direct listing in 2020, <strong>Palantir Technologies</strong> (NASDAQ: PLTR) faced loads of skepticism over its lumpy, government-heavy revenue and recurring operating losses. A strategic pivot toward commercial AI applications fueled top-line growth and helped widen profit margins. Since bottoming at around $6 per share in 2022, Palantir stock has gained more than 2,100%.</p><p style=\"text-align: start;\"><strong>Snowflake</strong> (NYSE: SNOW) followed a completely different arc. Its 2020 IPO popped dramatically on the first day of trading. Ultimately, it surrendered these gains due to a high-interest-rate environment and normalized growth rates. Investors who bought near the peak remain in the red years later.</p><p>Most recently, <strong>Figma</strong> (NYSE: FIG) and <strong>Cerebras Systems</strong> (NASDAQ: CBRS) delivered outsize first-day surges driven by enthusiasm across high-growth software and next-generation chip architectures. Figma&#39;s momentum eventually settled into a more measured trajectory, with shares now hovering well below their level in early trading days. For now, it&#39;s too early to tell if Cerebras stock will maintain its premium as the company works to convert backlog from OpenAI and <strong>Amazon</strong> Web Services into durable revenue against larger chip rivals.</p><p>History shows that high-profile IPOs generally come with immediate hype and valuation premiums that are driven by narrative. These frothy valuations can persist if business fundamentals compound rapidly and execution matches the growth story -- as with Palantir.</p><p style=\"text-align: start;\">More often, however, IPO stocks erode in the first year after lockups expire, as actual quarterly performance replaces inspiring rhetoric. SpaceX enters the public markets under immense scrutiny. Its IPO will almost certainly price shares at a premium, reflecting the assumed synergies between AI and the final frontier. But the company&#39;s valuation in 2030 remains anyone&#39;s guess.</p><p style=\"text-align: start;\">Maintaining a trillion-dollar profile will require Starlink to scale to serve tens of millions of users, Starship to achieve routine launches, and orbital AI to evolve from an interesting concept into a revenue-generating business. Execution delays, geopolitical tensions over orbital routes, dependence on Elon Musk, and the possibility that AI compute economics favor ground-based solutions are all genuine risks for SpaceX.</p><p>Buying SpaceX at its IPO price requires accepting extreme valuation and volatility risk. A single missed milestone or change in perception could easily trigger a steep correction that lasts several years. Meanwhile, flawless execution from Musk and his team could mint generational wealth. While the stars are within reach, the journey will undoubtedly test even the most patient investors.</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>How Much Will SpaceX Stock Be Worth by 2030? Here's What History Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow Much Will SpaceX Stock Be Worth by 2030? Here's What History Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-05-18 15:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With whispers of a valuation approaching $2 trillion, SpaceX stands on the precipice of potentially the largest initial public offering in history. Yet forecasting the company&#39;s stock price at 2030 feels more like an astrology project than astute financial analysis. SpaceX must overcome regulatory hurdles and make significant technological leaps over the next few years to meet investors&#39; sky-high expectations.</p><p>Let&#39;s explore where SpaceX stands today, detail the company&#39;s vast opportunities, and examine some sobering lessons from recent high-profile IPOs.</p><h2 id=\"id_1117431833\" style=\"text-align: inherit;\">Putting SpaceX&#39;s valuation into perspective</h2><p style=\"text-align: start;\">Let&#39;s take a look at SpaceX&#39;s valuation trajectory over the last couple of years:</p><ul style=\"\"><li><p>In late 2024, SpaceX bought back shares from employees for $185 each. This secondary share deal valued the company at $350 billion.</p></li><li><p>About one year later, a tender offer pushed the company&#39;s worth to $800 billion by December 2025.</p></li><li><p>Earlier this year, SpaceX merged with xAI in a $1.25 trillion transaction.</p></li><li><p>Most recently, shares of SpaceX hit a valuation of $1.5 trillion on Forge Global&#39;s private market trading platform.</p></li></ul><p>The company is reportedly eying an IPO valuation between $1.75 trillion and $2 trillion. For context, the company would be valued higher than <strong>Walmart</strong>, <strong>Samsung</strong>, <strong>Meta Platforms</strong>, and <strong>Tesla</strong> at the high end of this range.</p><p style=\"text-align: start;\">Given SpaceX&#39;s S-1 filing remains confidential, investors have only estimates of the company&#39;s revenue and profitability. Some analysts estimate that SpaceX generated between $15 and $16 billion in revenue last year, while others put the company&#39;s top line closer to $18 billion. Regardless of the precise sales figure, SpaceX&#39;s IPO valuation implies a price-to-sales (P/S) multiple exceeding 100.</p><h2 id=\"id_3604896790\" style=\"text-align: inherit;\">Separating SpaceX&#39;s actual business from its lofty goals</h2><p>SpaceX currently operates two proven segments with a third, transformative one taking shape. The company&#39;s reusable rockets reduce launch costs by orders of magnitude, helping SpaceX capture lucrative contracts across commercial and government sectors. Meanwhile, Starlink has evolved from a niche connectivity provider into a global broadband network.</p><p>The real multiplier for SpaceX is artificial intelligence (AI). The company is increasingly marketing itself as an orbital AI infrastructure provider -- leveraging Starlink&#39;s network and Starship&#39;s launch capacity to deploy data centers in space.</p><p>The pitch looks compelling on the surface: Orbital compute can sidestep Earth&#39;s power grid and cooling bottlenecks, offering greater scale for training and inference workloads. Reports claim that SpaceX estimates its total addressable market to be around $28 trillion, with the vast majority tied to enterprise AI.</p><h2 id=\"id_3801472618\" style=\"text-align: inherit;\">These technology IPOs might be a good proxy for SpaceX&#39;s fate</h2><p style=\"text-align: start;\">After a direct listing in 2020, <strong>Palantir Technologies</strong> (NASDAQ: PLTR) faced loads of skepticism over its lumpy, government-heavy revenue and recurring operating losses. A strategic pivot toward commercial AI applications fueled top-line growth and helped widen profit margins. Since bottoming at around $6 per share in 2022, Palantir stock has gained more than 2,100%.</p><p style=\"text-align: start;\"><strong>Snowflake</strong> (NYSE: SNOW) followed a completely different arc. Its 2020 IPO popped dramatically on the first day of trading. Ultimately, it surrendered these gains due to a high-interest-rate environment and normalized growth rates. Investors who bought near the peak remain in the red years later.</p><p>Most recently, <strong>Figma</strong> (NYSE: FIG) and <strong>Cerebras Systems</strong> (NASDAQ: CBRS) delivered outsize first-day surges driven by enthusiasm across high-growth software and next-generation chip architectures. Figma&#39;s momentum eventually settled into a more measured trajectory, with shares now hovering well below their level in early trading days. For now, it&#39;s too early to tell if Cerebras stock will maintain its premium as the company works to convert backlog from OpenAI and <strong>Amazon</strong> Web Services into durable revenue against larger chip rivals.</p><p>History shows that high-profile IPOs generally come with immediate hype and valuation premiums that are driven by narrative. These frothy valuations can persist if business fundamentals compound rapidly and execution matches the growth story -- as with Palantir.</p><p style=\"text-align: start;\">More often, however, IPO stocks erode in the first year after lockups expire, as actual quarterly performance replaces inspiring rhetoric. SpaceX enters the public markets under immense scrutiny. Its IPO will almost certainly price shares at a premium, reflecting the assumed synergies between AI and the final frontier. But the company&#39;s valuation in 2030 remains anyone&#39;s guess.</p><p style=\"text-align: start;\">Maintaining a trillion-dollar profile will require Starlink to scale to serve tens of millions of users, Starship to achieve routine launches, and orbital AI to evolve from an interesting concept into a revenue-generating business. Execution delays, geopolitical tensions over orbital routes, dependence on Elon Musk, and the possibility that AI compute economics favor ground-based solutions are all genuine risks for SpaceX.</p><p>Buying SpaceX at its IPO price requires accepting extreme valuation and volatility risk. A single missed milestone or change in perception could easily trigger a steep correction that lasts several years. Meanwhile, flawless execution from Musk and his team could mint generational wealth. While the stars are within reach, the journey will undoubtedly test even the most patient investors.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DXYZ":"Destiny Tech100 Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197324019","content_text":"With whispers of a valuation approaching $2 trillion, SpaceX stands on the precipice of potentially the largest initial public offering in history. Yet forecasting the company's stock price at 2030 feels more like an astrology project than astute financial analysis. SpaceX must overcome regulatory hurdles and make significant technological leaps over the next few years to meet investors' sky-high expectations.Let's explore where SpaceX stands today, detail the company's vast opportunities, and examine some sobering lessons from recent high-profile IPOs.Putting SpaceX's valuation into perspectiveLet's take a look at SpaceX's valuation trajectory over the last couple of years:In late 2024, SpaceX bought back shares from employees for $185 each. This secondary share deal valued the company at $350 billion.About one year later, a tender offer pushed the company's worth to $800 billion by December 2025.Earlier this year, SpaceX merged with xAI in a $1.25 trillion transaction.Most recently, shares of SpaceX hit a valuation of $1.5 trillion on Forge Global's private market trading platform.The company is reportedly eying an IPO valuation between $1.75 trillion and $2 trillion. For context, the company would be valued higher than Walmart, Samsung, Meta Platforms, and Tesla at the high end of this range.Given SpaceX's S-1 filing remains confidential, investors have only estimates of the company's revenue and profitability. Some analysts estimate that SpaceX generated between $15 and $16 billion in revenue last year, while others put the company's top line closer to $18 billion. Regardless of the precise sales figure, SpaceX's IPO valuation implies a price-to-sales (P/S) multiple exceeding 100.Separating SpaceX's actual business from its lofty goalsSpaceX currently operates two proven segments with a third, transformative one taking shape. The company's reusable rockets reduce launch costs by orders of magnitude, helping SpaceX capture lucrative contracts across commercial and government sectors. Meanwhile, Starlink has evolved from a niche connectivity provider into a global broadband network.The real multiplier for SpaceX is artificial intelligence (AI). The company is increasingly marketing itself as an orbital AI infrastructure provider -- leveraging Starlink's network and Starship's launch capacity to deploy data centers in space.The pitch looks compelling on the surface: Orbital compute can sidestep Earth's power grid and cooling bottlenecks, offering greater scale for training and inference workloads. Reports claim that SpaceX estimates its total addressable market to be around $28 trillion, with the vast majority tied to enterprise AI.These technology IPOs might be a good proxy for SpaceX's fateAfter a direct listing in 2020, Palantir Technologies (NASDAQ: PLTR) faced loads of skepticism over its lumpy, government-heavy revenue and recurring operating losses. A strategic pivot toward commercial AI applications fueled top-line growth and helped widen profit margins. Since bottoming at around $6 per share in 2022, Palantir stock has gained more than 2,100%.Snowflake (NYSE: SNOW) followed a completely different arc. Its 2020 IPO popped dramatically on the first day of trading. Ultimately, it surrendered these gains due to a high-interest-rate environment and normalized growth rates. Investors who bought near the peak remain in the red years later.Most recently, Figma (NYSE: FIG) and Cerebras Systems (NASDAQ: CBRS) delivered outsize first-day surges driven by enthusiasm across high-growth software and next-generation chip architectures. Figma's momentum eventually settled into a more measured trajectory, with shares now hovering well below their level in early trading days. For now, it's too early to tell if Cerebras stock will maintain its premium as the company works to convert backlog from OpenAI and Amazon Web Services into durable revenue against larger chip rivals.History shows that high-profile IPOs generally come with immediate hype and valuation premiums that are driven by narrative. These frothy valuations can persist if business fundamentals compound rapidly and execution matches the growth story -- as with Palantir.More often, however, IPO stocks erode in the first year after lockups expire, as actual quarterly performance replaces inspiring rhetoric. SpaceX enters the public markets under immense scrutiny. Its IPO will almost certainly price shares at a premium, reflecting the assumed synergies between AI and the final frontier. But the company's valuation in 2030 remains anyone's guess.Maintaining a trillion-dollar profile will require Starlink to scale to serve tens of millions of users, Starship to achieve routine launches, and orbital AI to evolve from an interesting concept into a revenue-generating business. Execution delays, geopolitical tensions over orbital routes, dependence on Elon Musk, and the possibility that AI compute economics favor ground-based solutions are all genuine risks for SpaceX.Buying SpaceX at its IPO price requires accepting extreme valuation and volatility risk. A single missed milestone or change in perception could easily trigger a steep correction that lasts several years. Meanwhile, flawless execution from Musk and his team could mint generational wealth. While the stars are within reach, the journey will undoubtedly test even the most patient investors.","news_type":1,"symbols_score_info":{"DXYZ":2}},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":563699255788568,"gmtCreate":1778654998864,"gmtModify":1778655002834,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/563699255788568","repostId":"563505789350192","repostType":1,"repost":{"id":563505789350192,"gmtCreate":1778594021304,"gmtModify":1778628600073,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"Find the Next SanDisk! SpaceX IPO Sprinting, Are Space Stocks the Chosen One?","htmlText":"SpaceX IPO officially enters the final countdown; listing expected in June with valuation reaching $1.75 to $2 trillion, poised to become the largest IPO in history. The biggest highlight of this offering is the retail allocation, which could reach as high as 30%—far exceeding industry norms. Space stock earnings recently diverged: <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> soared, <a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a> plummeted 1. <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> — +11.3% \"Fundamental reversal confirmed.\" Revenue $200.3M (+63.4% YoY), exceeding Goldman Sachs' expectations by +11.8%; Order backlog $2.22B, single-quarter QoQ +20%, YoY +108%, a doubling; Space Systems revenue +57% YoY,","listText":"SpaceX IPO officially enters the final countdown; listing expected in June with valuation reaching $1.75 to $2 trillion, poised to become the largest IPO in history. The biggest highlight of this offering is the retail allocation, which could reach as high as 30%—far exceeding industry norms. Space stock earnings recently diverged: <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> soared, <a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a> plummeted 1. <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> — +11.3% \"Fundamental reversal confirmed.\" Revenue $200.3M (+63.4% YoY), exceeding Goldman Sachs' expectations by +11.8%; Order backlog $2.22B, single-quarter QoQ +20%, YoY +108%, a doubling; Space Systems revenue +57% YoY,","text":"SpaceX IPO officially enters the final countdown; listing expected in June with valuation reaching $1.75 to $2 trillion, poised to become the largest IPO in history. The biggest highlight of this offering is the retail allocation, which could reach as high as 30%—far exceeding industry norms. Space stock earnings recently diverged: $Rocket Lab USA, Inc.(RKLB)$ soared, $AST SpaceMobile, Inc.(ASTS)$ plummeted 1. $Rocket Lab USA, Inc.(RKLB)$ — +11.3% \"Fundamental reversal confirmed.\" Revenue $200.3M (+63.4% YoY), exceeding Goldman Sachs' expectations by +11.8%; Order backlog $2.22B, single-quarter QoQ +20%, YoY +108%, a doubling; Space Systems revenue +57% YoY,","images":[{"img":"https://community-static.tradeup.com/news/bb58a133c6a7aed730d6d1ba2f83a36f"},{"img":"https://community-static.tradeup.com/news/49a5b0510a0711432281387cd6535798"},{"img":"https://community-static.tradeup.com/news/135fc472aa85faf4cdbcc2849b17dce3"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/563505789350192","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":563404874457256,"gmtCreate":1778583203610,"gmtModify":1778583207323,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/563404874457256","repostId":"2634439290","repostType":2,"repost":{"id":"2634439290","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":1778582280,"share":"https://ttm.financial/m/news/2634439290?lang=en_US&edition=fundamental","pubTime":"2026-05-12 18:38","market":"sg","language":"en","title":"Why High Oil Prices Are a Time Bomb for the Tech-Led Rally -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2634439290","media":"Dow Jones","summary":"Stocks are bumping their head on the ceiling of a soaring spring advance, and could be set for a drop over the coming weeks as oil prices remain elevated and inflation gauges show damage from the U.S. war with Iran.The narrow nature of the rally, which saw five stocks -- Nvidia, Micron, Apple, AMD, and Intel -- drive nearly three-quarters of the S&P 500's 2.3% advance last week, is starting to worry some investors heading into Tuesday's April inflation reading and the continuing stalemate between Washington and Tehran.The S&P 500 has powered nearly 13.5% higher since the start of April, and hit a fresh all-time high of 7412 points last night, while the Nasdaq extended its monthly gain to 5.5% with a record close on Monday.Semiconductor stocks, meanwhile, are having their best year since 2009 in just four calendar months, with the PHLX benchmark rising more than 70% from the end of December and nearly 60% since the start of the second quarter.\"A prolonged closure would likely shift the ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Martin Baccardax \n</p>\n<p>\n  Stocks are bumping their head on the ceiling of a soaring spring advance, and could be set for a drop over the coming weeks as oil prices remain elevated and inflation gauges show damage from the U.S. war with Iran. \n</p>\n<p>\n  The narrow nature of the rally, which saw five stocks -- <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Micron, Apple, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, and Intel -- drive nearly three-quarters of the S&amp;P 500's 2.3% advance last week, is starting to worry some investors heading into Tuesday's April inflation reading and the continuing stalemate between Washington and Tehran. \n</p>\n<p>\n  The S&amp;P 500 has powered nearly 13.5% higher since the start of April, and hit a fresh all-time high of 7412 points last night, while the Nasdaq extended its monthly gain to 5.5% with a record close on Monday. \n</p>\n<p>\n  Semiconductor stocks, meanwhile, are having their best year since 2009 in just four calendar months, with the PHLX benchmark rising more than 70% from the end of December and nearly 60% since the start of the second quarter. \n</p>\n<p>\n  But the tech-led nature of the gains, alongside the recent surge in global crude prices and the last of the major quarterly earnings reports due over the next two weeks, suggests stocks might be ready for a pullback heading into the final stretch of the second quarter. \n</p>\n<p>\n  \"The market is overdue for a pause, and that wouldn't be a bad thing,\" said Mark Hackett, chief market strategist at Nationwide. \"Even with higher oil prices, rising yields, and weak sentiment data, the market has remained resilient, which underscores how powerful the earnings and AI-driven momentum remains beneath the surface.\" \n</p>\n<p>\n  \"But after a six-week rally and a sharp rebound off the March lows, some sideways churn would help cool expectations and rebuild a healthier foundation for the next move higher,\" he added. \n</p>\n<p>\n  The combined factors that powered the springtime rally, including a much stronger-than-expected first-quarter earnings, a slowdown in oil prices, and hopes for a lasting truce in the war with Iran, are all starting to fade. \n</p>\n<p>\n  Global crude prices crept higher again on Tuesday, with Brent contracts for July delivery rising another 3.3% to $107.50 a barrel, as peace talks between the U.S. and Iran remain \"on life support,\" according to President Donald Trump. \n</p>\n<p>\n  Stocks, meanwhile, are set for a modestly weaker open, with the S&amp;P 500 called 22 points lower and the Nasdaq priced for a 200 point decline. \n</p>\n<p>\n  That dichotomy of rising crude and soaring U.S. stocks, however, doesn't faze Jean Boivin, who heads BlackRock's Investment Institute. \n</p>\n<p>\n  \"The AI buildout is offsetting the shock's drag on growth, while energy markets still appear to be pricing eventual reopening of the Strait or Hormuz,\" he said, adding that he's \"pro-risk\" for the moment, but watching moves in the U.S. Treasury market. \n</p>\n<p>\n  He notes, however, an important caveat: \"this stance is dependent on eventual normalization in the Strait of Hormuz.\" \n</p>\n<p>\n  \"A prolonged closure would likely shift the balance,\" he added. \"It would lift inflation and rates enough to start weighing on valuations and tighten financial conditions, ultimately challenging both risk assets and the pace of the AI buildout.\" \n</p>\n<p>\n  But it's also worth noting that the S&amp;P 500 is also trading at the highest levels to its 50-day moving average, a key barometer for investor sentiment, since August of 2022, according to Adam Turnquist, chief technical strategist at LPL Financial. \n</p>\n<p>\n  Broader market breadth, meanwhile, has weakened since the early-April boom, with megacap stocks powering the broader bull market trend. That is starting to worry investors over the likelihood of a near-term retreat. \n</p>\n<p>\n  \"The strong recovery has pushed prices to elevated levels and signs of overbought conditions are emerging, suggesting stocks could be due for a near-term pause or pullback,\" he said. \n</p>\n<p>\n  Turnquist, however, sees this as second chance to enter into a longer bull market phase, \"supported by a foundation of solid technical trends and underlying fundamental strength.\" \n</p>\n<p>\n  Write to Martin Baccardax at martin.baccardax@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 12, 2026 06:38 ET (10:38 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why High Oil Prices Are a Time Bomb for the Tech-Led Rally -- Barrons.com</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy High Oil Prices Are a Time Bomb for the Tech-Led Rally -- Barrons.com\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\">2026-05-12 18:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Martin Baccardax \n</p>\n<p>\n  Stocks are bumping their head on the ceiling of a soaring spring advance, and could be set for a drop over the coming weeks as oil prices remain elevated and inflation gauges show damage from the U.S. war with Iran. \n</p>\n<p>\n  The narrow nature of the rally, which saw five stocks -- <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Micron, Apple, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, and Intel -- drive nearly three-quarters of the S&amp;P 500's 2.3% advance last week, is starting to worry some investors heading into Tuesday's April inflation reading and the continuing stalemate between Washington and Tehran. \n</p>\n<p>\n  The S&amp;P 500 has powered nearly 13.5% higher since the start of April, and hit a fresh all-time high of 7412 points last night, while the Nasdaq extended its monthly gain to 5.5% with a record close on Monday. \n</p>\n<p>\n  Semiconductor stocks, meanwhile, are having their best year since 2009 in just four calendar months, with the PHLX benchmark rising more than 70% from the end of December and nearly 60% since the start of the second quarter. \n</p>\n<p>\n  But the tech-led nature of the gains, alongside the recent surge in global crude prices and the last of the major quarterly earnings reports due over the next two weeks, suggests stocks might be ready for a pullback heading into the final stretch of the second quarter. \n</p>\n<p>\n  \"The market is overdue for a pause, and that wouldn't be a bad thing,\" said Mark Hackett, chief market strategist at Nationwide. \"Even with higher oil prices, rising yields, and weak sentiment data, the market has remained resilient, which underscores how powerful the earnings and AI-driven momentum remains beneath the surface.\" \n</p>\n<p>\n  \"But after a six-week rally and a sharp rebound off the March lows, some sideways churn would help cool expectations and rebuild a healthier foundation for the next move higher,\" he added. \n</p>\n<p>\n  The combined factors that powered the springtime rally, including a much stronger-than-expected first-quarter earnings, a slowdown in oil prices, and hopes for a lasting truce in the war with Iran, are all starting to fade. \n</p>\n<p>\n  Global crude prices crept higher again on Tuesday, with Brent contracts for July delivery rising another 3.3% to $107.50 a barrel, as peace talks between the U.S. and Iran remain \"on life support,\" according to President Donald Trump. \n</p>\n<p>\n  Stocks, meanwhile, are set for a modestly weaker open, with the S&amp;P 500 called 22 points lower and the Nasdaq priced for a 200 point decline. \n</p>\n<p>\n  That dichotomy of rising crude and soaring U.S. stocks, however, doesn't faze Jean Boivin, who heads BlackRock's Investment Institute. \n</p>\n<p>\n  \"The AI buildout is offsetting the shock's drag on growth, while energy markets still appear to be pricing eventual reopening of the Strait or Hormuz,\" he said, adding that he's \"pro-risk\" for the moment, but watching moves in the U.S. Treasury market. \n</p>\n<p>\n  He notes, however, an important caveat: \"this stance is dependent on eventual normalization in the Strait of Hormuz.\" \n</p>\n<p>\n  \"A prolonged closure would likely shift the balance,\" he added. \"It would lift inflation and rates enough to start weighing on valuations and tighten financial conditions, ultimately challenging both risk assets and the pace of the AI buildout.\" \n</p>\n<p>\n  But it's also worth noting that the S&amp;P 500 is also trading at the highest levels to its 50-day moving average, a key barometer for investor sentiment, since August of 2022, according to Adam Turnquist, chief technical strategist at LPL Financial. \n</p>\n<p>\n  Broader market breadth, meanwhile, has weakened since the early-April boom, with megacap stocks powering the broader bull market trend. That is starting to worry investors over the likelihood of a near-term retreat. \n</p>\n<p>\n  \"The strong recovery has pushed prices to elevated levels and signs of overbought conditions are emerging, suggesting stocks could be due for a near-term pause or pullback,\" he said. \n</p>\n<p>\n  Turnquist, however, sees this as second chance to enter into a longer bull market phase, \"supported by a foundation of solid technical trends and underlying fundamental strength.\" \n</p>\n<p>\n  Write to Martin Baccardax at martin.baccardax@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 12, 2026 06:38 ET (10:38 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","MUU":"2倍做多MU ETF-Direxion","2NVD.UK":"2X NVIDIA ETP","AAPB":"2倍做多AAPL ETF-GraniteShares","NVDD":"1倍做空NVDA ETF-Direxion","NVIW.SI":"NVDA 3xLongSG261006","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU1046421795.USD":"富达环球科技A-ACC","NVDG":"2倍做多NVDA ETF- Leverage Shares","AAPD":"1倍做空AAPL ETF-Direxion","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","NVDY":"NVDA期权收益策略ETF-YieldMax","NVDL":"2倍做多NVDA ETF-GraniteShares","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","APLY":"AAPL期权收益策略ETF-YieldMax","MUD":"1倍做空MU ETF-Direxion","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","AAPU":"2倍做多AAPL ETF-Direxion","LU1206713676.USD":"Aviva Investors - Multi-Strategy Target Return Ah USD","NVD2.UK":"2X NVIDIA ETP","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","NVDQ":"2倍做空NVDA ETF-T-Rex","NVD3.UK":"LS 3X NVIDIA","AAPW":"AAPL周配息ETF-Roundhill","MULL":"2倍做多MU ETF-GraniteShares","SNVD.UK":"LS -1X NVIDIA","MACW.SI":"APPLE 3xLongSG261006","NVDS.UK":"LS -1X NVIDIA","AAPX":"2倍做多Apple ETF-T-Rex","NVDS":"1.5倍做空NVDA ETF-Tradr","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","AAPY":"AAPL收益溢价策略ETF-Kurv","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","NVDU":"2倍做多NVDA ETF-Direxion","NVDW":"NVDA周配息ETF-Roundhill","ANV":"GraniteShares Autocallable NVDA ETF","3NVD.UK":"LS 3X NVIDIA","NVDA":"英伟达","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","DIPS":"做空NVDA期权收益策略ETF-YieldMax","MU":"美光科技","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","NVD":"2倍做空NVDA ETF-GraniteShares","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2634439290","content_text":"By Martin Baccardax \n\n\n  Stocks are bumping their head on the ceiling of a soaring spring advance, and could be set for a drop over the coming weeks as oil prices remain elevated and inflation gauges show damage from the U.S. war with Iran. \n\n\n  The narrow nature of the rally, which saw five stocks -- Nvidia, Micron, Apple, AMD, and Intel -- drive nearly three-quarters of the S&P 500's 2.3% advance last week, is starting to worry some investors heading into Tuesday's April inflation reading and the continuing stalemate between Washington and Tehran. \n\n\n  The S&P 500 has powered nearly 13.5% higher since the start of April, and hit a fresh all-time high of 7412 points last night, while the Nasdaq extended its monthly gain to 5.5% with a record close on Monday. \n\n\n  Semiconductor stocks, meanwhile, are having their best year since 2009 in just four calendar months, with the PHLX benchmark rising more than 70% from the end of December and nearly 60% since the start of the second quarter. \n\n\n  But the tech-led nature of the gains, alongside the recent surge in global crude prices and the last of the major quarterly earnings reports due over the next two weeks, suggests stocks might be ready for a pullback heading into the final stretch of the second quarter. \n\n\n  \"The market is overdue for a pause, and that wouldn't be a bad thing,\" said Mark Hackett, chief market strategist at Nationwide. \"Even with higher oil prices, rising yields, and weak sentiment data, the market has remained resilient, which underscores how powerful the earnings and AI-driven momentum remains beneath the surface.\" \n\n\n  \"But after a six-week rally and a sharp rebound off the March lows, some sideways churn would help cool expectations and rebuild a healthier foundation for the next move higher,\" he added. \n\n\n  The combined factors that powered the springtime rally, including a much stronger-than-expected first-quarter earnings, a slowdown in oil prices, and hopes for a lasting truce in the war with Iran, are all starting to fade. \n\n\n  Global crude prices crept higher again on Tuesday, with Brent contracts for July delivery rising another 3.3% to $107.50 a barrel, as peace talks between the U.S. and Iran remain \"on life support,\" according to President Donald Trump. \n\n\n  Stocks, meanwhile, are set for a modestly weaker open, with the S&P 500 called 22 points lower and the Nasdaq priced for a 200 point decline. \n\n\n  That dichotomy of rising crude and soaring U.S. stocks, however, doesn't faze Jean Boivin, who heads BlackRock's Investment Institute. \n\n\n  \"The AI buildout is offsetting the shock's drag on growth, while energy markets still appear to be pricing eventual reopening of the Strait or Hormuz,\" he said, adding that he's \"pro-risk\" for the moment, but watching moves in the U.S. Treasury market. \n\n\n  He notes, however, an important caveat: \"this stance is dependent on eventual normalization in the Strait of Hormuz.\" \n\n\n  \"A prolonged closure would likely shift the balance,\" he added. \"It would lift inflation and rates enough to start weighing on valuations and tighten financial conditions, ultimately challenging both risk assets and the pace of the AI buildout.\" \n\n\n  But it's also worth noting that the S&P 500 is also trading at the highest levels to its 50-day moving average, a key barometer for investor sentiment, since August of 2022, according to Adam Turnquist, chief technical strategist at LPL Financial. \n\n\n  Broader market breadth, meanwhile, has weakened since the early-April boom, with megacap stocks powering the broader bull market trend. That is starting to worry investors over the likelihood of a near-term retreat. \n\n\n  \"The strong recovery has pushed prices to elevated levels and signs of overbought conditions are emerging, suggesting stocks could be due for a near-term pause or pullback,\" he said. \n\n\n  Turnquist, however, sees this as second chance to enter into a longer bull market phase, \"supported by a foundation of solid technical trends and underlying fundamental strength.\" \n\n\n  Write to Martin Baccardax at martin.baccardax@barrons.com \n\n\n   This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 12, 2026 06:38 ET (10:38 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"NVII":0.6,"MUD":0.6,"NVD3.UK":0.6,"NVDO":0.6,"NVD":0.6,"3NVD.UK":0.6,"NVDA":0.9,"AAPU":0.6,"SNVD.UK":0.6,"NVDQ":0.6,"AAPX":0.6,"MUU":0.6,"NVDS.UK":0.6,"AAPW":0.6,"MULL":0.6,"NVDS":0.6,"NVD2.UK":0.6,"2NVD.UK":0.6,"AAPY":0.6,"NVDL":0.6,"NVIW.SI":0.6,"NVDW":0.6,"AAPB":0.6,"MACW.SI":0.6,"NVDD":0.6,"DIPS":0.6,"MU":0.9,"NVDG":0.6,"ANV":0.6,"APLY":0.6,"NVDX":0.6,"NVDY":0.6,"AAPD":0.6,"NVDB":0.6,"NVDU":0.6}},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":563124253344160,"gmtCreate":1778511374445,"gmtModify":1778511378034,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/563124253344160","repostId":"562727585898936","repostType":1,"repost":{"id":562727585898936,"gmtCreate":1778417376529,"gmtModify":1778474400039,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"Mag 7 Is Dead? Meet DIAMANS! Did You Get a Seat on New AI Hardware Basket?","htmlText":"Recent spotlights shine on these stocks: <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> +16.6%, <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> +15.5%, <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> +14.0%, <a href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$</a> +13.1%, <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> +11.4%, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> +1.7%, <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> +2.0% — Wall Street has a new concept: the Magnificent 7 era is over. Welcome to DIAMANS, the AI hardware chain that just went vertical today. What Is DIAMANS? Dell + Intel + AMD + Micron + Apple + NVIDIA + SanDisk. Not a random name mashup — a complete AI infrast","listText":"Recent spotlights shine on these stocks: <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> +16.6%, <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> +15.5%, <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> +14.0%, <a href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$</a> +13.1%, <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> +11.4%, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> +1.7%, <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> +2.0% — Wall Street has a new concept: the Magnificent 7 era is over. Welcome to DIAMANS, the AI hardware chain that just went vertical today. What Is DIAMANS? Dell + Intel + AMD + Micron + Apple + NVIDIA + SanDisk. Not a random name mashup — a complete AI infrast","text":"Recent spotlights shine on these stocks: $SanDisk Corp.(SNDK)$ +16.6%, $Micron Technology(MU)$ +15.5%, $Intel(INTC)$ +14.0%, $Dell Technologies Inc.(DELL)$ +13.1%, $Advanced Micro Devices(AMD)$ +11.4%, $NVIDIA(NVDA)$ +1.7%, $Apple(AAPL)$ +2.0% — Wall Street has a new concept: the Magnificent 7 era is over. Welcome to DIAMANS, the AI hardware chain that just went vertical today. What Is DIAMANS? Dell + Intel + AMD + Micron + Apple + NVIDIA + SanDisk. Not a random name mashup — a complete AI infrast","images":[{"img":"https://community-static.tradeup.com/news/e316443e3e2e61996c412c59a10d2e58"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/562727585898936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":562130645770672,"gmtCreate":1778270638999,"gmtModify":1778270641331,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/562130645770672","repostId":"2634463085","repostType":2,"repost":{"id":"2634463085","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":1778257740,"share":"https://ttm.financial/m/news/2634463085?lang=en_US&edition=fundamental","pubTime":"2026-05-09 00:29","market":"other","language":"en","title":"Memory Stocks Continue to Surge. What's Driving Micron and Sandisk Higher. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2634463085","media":"Dow Jones","summary":"Micron Technology and Sandisk stock continued their historic rally this week, thanks to a flurry of headlines signaling overwhelming demand and limited supply for memory.Micron, the memory chip maker, jumped 11% Friday, putting it on pace to end the week up 32%. That would mark the stock's best weekly performance since 2008, according to Dow Jones Market Data.Sandisk, which specializes in flash memory, rose 12% Friday. Up 26% on the week, shares have soared roughly 4,000% since the company spun off from Western Digital last February.Quarterly reports from the largest tech companies have pointed to the continued growth of AI investments and a shortage of components, memory perhaps chief among them. It came as no surprise last week when Sandisk breezed past quarterly earnings expectations in this backdrop.Although the stock prices have soared, investors aren't driving up shares on hype alone. Sandisk trades at 9.5 times projected earnings over the next 12 months and Micron trades at 8.6 ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Nate Wolf \n</p>\n<p>\n  Micron Technology and Sandisk stock continued their historic rally this week, thanks to a flurry of headlines signaling overwhelming demand and limited supply for memory. \n</p>\n<p>\n  Micron, the memory chip maker, jumped 11% Friday, putting it on pace to end the week up 32%. That would mark the stock's best weekly performance since 2008, according to Dow Jones Market Data. \n</p>\n<p>\n  Sandisk, which specializes in flash memory, rose 12% Friday. Up 26% on the week, shares have soared roughly 4,000% since the company spun off from <a href=\"https://laohu8.com/S/WDCVV\">Western Digital</a> last February. \n</p>\n<p>\n  The root cause for this week's blockbuster gains was the same as always: artificial intelligence. \n</p>\n<p>\n  Quarterly reports from the largest tech companies have pointed to the continued growth of AI investments and a shortage of components, memory perhaps chief among them. It came as no surprise last week when Sandisk breezed past quarterly earnings expectations in this backdrop. \n</p>\n<p>\n  In the latest sign of a tightening supply bottleneck that has sent memory prices skyrocketing, customers are offering to foot the bill for greater production capacity. Tech companies have approached Korean memory chip maker <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a> with offers to invest in production lines and fund purchases manufacturing tools, Reuters reported Thursday. \n</p>\n<p>\n  SK Hynix didn't immediately respond to Barron's requests for comment. \n</p>\n<p>\n  On the demand side, the AI boom doesn't show any signs of slowing down. This week alone, Anthropic agreed to lease AI capacity from SpaceX; Advanced Micro Devices reported a huge jump in data-center sales; and Akamai Technologies won a $1.8 billion infrastructure deal with an undisclosed AI model provider. \n</p>\n<p>\n  \"Recent headlines point to robust AI infrastructure demand,\" wrote BNP Paribas analyst Nick Jones in a research note Thursday. More infrastructure means more components, and that means more business for Sandisk and Micron. \n</p>\n<p>\n  Although the stock prices have soared, investors aren't driving up shares on hype alone. Sandisk trades at 9.5 times projected earnings over the next 12 months and Micron trades at 8.6 times. That is roughly in line with multiples of 8 times and 8.7 times a year ago, respectively, and far below the PHLX Semiconductor index's average of 25.9 times \n</p>\n<p>\n  Write to Nate Wolf at nate.wolf@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 08, 2026 12:29 ET (16:29 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>Memory Stocks Continue to Surge. What's Driving Micron and Sandisk Higher. -- Barrons.com</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\">\nMemory Stocks Continue to Surge. What's Driving Micron and Sandisk Higher. -- Barrons.com\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\">2026-05-09 00:29</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Nate Wolf \n</p>\n<p>\n  Micron Technology and Sandisk stock continued their historic rally this week, thanks to a flurry of headlines signaling overwhelming demand and limited supply for memory. \n</p>\n<p>\n  Micron, the memory chip maker, jumped 11% Friday, putting it on pace to end the week up 32%. That would mark the stock's best weekly performance since 2008, according to Dow Jones Market Data. \n</p>\n<p>\n  Sandisk, which specializes in flash memory, rose 12% Friday. Up 26% on the week, shares have soared roughly 4,000% since the company spun off from <a href=\"https://laohu8.com/S/WDCVV\">Western Digital</a> last February. \n</p>\n<p>\n  The root cause for this week's blockbuster gains was the same as always: artificial intelligence. \n</p>\n<p>\n  Quarterly reports from the largest tech companies have pointed to the continued growth of AI investments and a shortage of components, memory perhaps chief among them. It came as no surprise last week when Sandisk breezed past quarterly earnings expectations in this backdrop. \n</p>\n<p>\n  In the latest sign of a tightening supply bottleneck that has sent memory prices skyrocketing, customers are offering to foot the bill for greater production capacity. Tech companies have approached Korean memory chip maker <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a> with offers to invest in production lines and fund purchases manufacturing tools, Reuters reported Thursday. \n</p>\n<p>\n  SK Hynix didn't immediately respond to Barron's requests for comment. \n</p>\n<p>\n  On the demand side, the AI boom doesn't show any signs of slowing down. This week alone, Anthropic agreed to lease AI capacity from SpaceX; Advanced Micro Devices reported a huge jump in data-center sales; and Akamai Technologies won a $1.8 billion infrastructure deal with an undisclosed AI model provider. \n</p>\n<p>\n  \"Recent headlines point to robust AI infrastructure demand,\" wrote BNP Paribas analyst Nick Jones in a research note Thursday. More infrastructure means more components, and that means more business for Sandisk and Micron. \n</p>\n<p>\n  Although the stock prices have soared, investors aren't driving up shares on hype alone. Sandisk trades at 9.5 times projected earnings over the next 12 months and Micron trades at 8.6 times. That is roughly in line with multiples of 8 times and 8.7 times a year ago, respectively, and far below the PHLX Semiconductor index's average of 25.9 times \n</p>\n<p>\n  Write to Nate Wolf at nate.wolf@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 08, 2026 12:29 ET (16:29 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","MSFL":"2倍做多MSFT ETF-GraniteShares","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","BK4516":"特朗普概念","MSFO":"MSFT期权收益策略ETF-YieldMax","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","MSFU":"2倍做多MSFT ETF-Direxion","BK4592":"伊斯兰概念","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","MSFW":"Roundhill MSFT WeeklyPay ETF","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","MSFX":"2倍做多MSFT ETF-T-Rex","BK4548":"巴美列捷福持仓","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU1202635105.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (USDHDG) INC","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","BK4554":"元宇宙及AR概念","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","BK4553":"喜马拉雅资本持仓","BK4077":"互动媒体与服务","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0320765059.SGD":"FTIF - 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Templeton Shariah Global Equity A Acc SGD","MSFD":"1倍做空MSFT ETF-Direxion"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2634463085","content_text":"By Nate Wolf \n\n\n  Micron Technology and Sandisk stock continued their historic rally this week, thanks to a flurry of headlines signaling overwhelming demand and limited supply for memory. \n\n\n  Micron, the memory chip maker, jumped 11% Friday, putting it on pace to end the week up 32%. That would mark the stock's best weekly performance since 2008, according to Dow Jones Market Data. \n\n\n  Sandisk, which specializes in flash memory, rose 12% Friday. Up 26% on the week, shares have soared roughly 4,000% since the company spun off from Western Digital last February. \n\n\n  The root cause for this week's blockbuster gains was the same as always: artificial intelligence. \n\n\n  Quarterly reports from the largest tech companies have pointed to the continued growth of AI investments and a shortage of components, memory perhaps chief among them. It came as no surprise last week when Sandisk breezed past quarterly earnings expectations in this backdrop. \n\n\n  In the latest sign of a tightening supply bottleneck that has sent memory prices skyrocketing, customers are offering to foot the bill for greater production capacity. Tech companies have approached Korean memory chip maker SK Hynix with offers to invest in production lines and fund purchases manufacturing tools, Reuters reported Thursday. \n\n\n  SK Hynix didn't immediately respond to Barron's requests for comment. \n\n\n  On the demand side, the AI boom doesn't show any signs of slowing down. This week alone, Anthropic agreed to lease AI capacity from SpaceX; Advanced Micro Devices reported a huge jump in data-center sales; and Akamai Technologies won a $1.8 billion infrastructure deal with an undisclosed AI model provider. \n\n\n  \"Recent headlines point to robust AI infrastructure demand,\" wrote BNP Paribas analyst Nick Jones in a research note Thursday. More infrastructure means more components, and that means more business for Sandisk and Micron. \n\n\n  Although the stock prices have soared, investors aren't driving up shares on hype alone. Sandisk trades at 9.5 times projected earnings over the next 12 months and Micron trades at 8.6 times. That is roughly in line with multiples of 8 times and 8.7 times a year ago, respectively, and far below the PHLX Semiconductor index's average of 25.9 times \n\n\n  Write to Nate Wolf at nate.wolf@barrons.com \n\n\n   This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 08, 2026 12:29 ET (16:29 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"SNDK":1.94,"GOOX":0.6,"GOOW":0.6,"USJW.SI":0.6,"WDCX":0.6,"MSFU":0.6,"MSFW":0.6,"ARTY":0.61,"AGIX":0.61,"MSFX":0.6,"AI":0.61,"SNXX":0.6,"GOOY":0.6,"MULL":0.6,"MSFL":0.6,"CHAT":0.61,"AIYY":0.6,"MU":1.95,"GGLS":0.6,"MSFD":0.6,"MUD":0.6,"GGLL":0.6,"MUU":0.6,"MSFO":0.6,"GOU":0.6,"GOOP":0.6,"AIPO":0.73,"MSFY":0.6}},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":544360340895264,"gmtCreate":1773928199409,"gmtModify":1773928203530,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/544360340895264","repostId":"1125760712","repostType":2,"isVote":1,"tweetType":1,"viewCount":870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":543916687385232,"gmtCreate":1773819955956,"gmtModify":1773819958171,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/543916687385232","repostId":"1138621390","repostType":4,"repost":{"id":"1138621390","kind":"news","weMediaInfo":{"introduction":"Magic option strategies for extra income.","home_visible":1,"media_name":"Option Witch","id":"1016323842","head_image":"https://community-static.tradeup.com/news/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1773812755,"share":"https://ttm.financial/m/news/1138621390?lang=en_US&edition=fundamental","pubTime":"2026-03-18 13:45","market":"us","language":"en","title":"Option Focus | Micron Sees Bearish Spread Positioning Ahead of Earnings; Longer-Dated Bets Turn Aggressively Bullish to $620–$750","url":"https://stock-news.laohu8.com/highlight/detail?id=1138621390","media":"Option Witch","summary":"$Micron Technology(MU)$ is set to report earnings after the close on March 18, with the options market bracing for a potentially sharp move. The stock was last trading at $461.69, while options...","content":"<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/MU\">Micron Technology</a></strong> is set to report earnings after the close on March 18, with the options market bracing for a potentially sharp move. The stock was last trading at $461.69, while options expiring March 20 imply heightened volatility around the event.</p><h3 id=\"id_2089568519\">Key Earnings Expectations and Market Focus</h3><p><strong>Consensus estimates (current quarter):</strong></p><ul style=\"\"><li><p><strong>Revenue:</strong> $19.94 billion (up 152.59% year-on-year)</p></li><li><p><strong>Earnings per share (EPS):</strong> $9.214 (up 547.23% year-on-year)</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/307b7b132a2987edbb1cb7c1369f2526\" title=\"Source: Tiger Trade App\" tg-width=\"1170\" tg-height=\"784\"/><span>Source: Tiger Trade App</span></p><p><strong>Key themes:</strong></p><p>Sell-side analysts and media attention are largely focused on demand for high-bandwidth memory (HBM) and DDR5 in AI data centers, the sustainability of rising memory prices, and the pace of inventory normalization. In addition, the recovery trajectory in smartphones and PCs, as well as guidance on capacity utilization and capital expenditure, are expected to be key drivers of sentiment.</p><h3 id=\"id_1443147089\">Options Market Snapshot</h3><ul style=\"\"><li><p><strong>Implied volatility (IV):</strong> Options expiring this week are pricing in IV as high as 124.55%, indicating extremely elevated expectations for movement.</p></li><li><p><strong>Expected move:</strong> Options pricing implies a ~68% probability that the stock will move ±8.5% through expiration, suggesting a range of roughly $425.15 to $503.99 post-earnings.</p></li><li><p><strong>Positioning:</strong> Total open interest in puts (384,293 contracts) exceeds calls (261,990 contracts), with a put/call OI ratio of 1.47, pointing to a bearish tilt in positioning.</p></li><li><p><strong>Key strike:</strong> The $400 put holds the largest open interest, with 261,990 contracts outstanding. Despite being out-of-the-money relative to the current price near $460, this level may reflect either protective hedging demand or premium-selling strategies such as cash-secured puts.</p></li></ul><p> <strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260320 400.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260320%20400.0%20PUT\">$MU 20260320 400.0 PUT$</a></strong> </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/275e48da3a2f5bb60b6e843c06a39454\" title=\"Source: Tiger Trade App\"/><span>Source: Tiger Trade App</span></p><h3 id=\"id_1332857035\">Block Trades Signal Bearish Near-Term Bias, Bullish Long-Term View</h3><p>Notably, two sizable <strong>bear put spread</strong> trades emerged ahead of earnings. The strategy involved buying nearly 5,000 contracts of $430 puts while simultaneously selling an equal number of $390 puts, effectively positioning for downside in the stock following results while offsetting premium costs.</p><p><strong><a href=\"https://ttm.financial/OPT/MU%2020260320%20390.0%20PUT%20SELL%201%20%7C%20MU%2020260320%20430.0%20PUT%20BUY%201\" title=\"$MU Vertical 260320 390.0P/430.0P$\" class=\"\">$MU Vertical 260320 390.0P/430.0P$</a></strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dd06ee2848c581ac1fc8e255a758fe0e\" title=\"Source: Tiger Trade App\"/><span>Source: Tiger Trade App</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c3ec14a1fa07fa939bec334c155f2d89\" title=\"Source: Tiger Trade App\"/><span>Source: Tiger Trade App</span></p><p>However, longer-dated flows point in the opposite direction. One block trade purchased January-expiry $620 calls for approximately $20.82 million, while another targeted $750 calls with a notional value of about $14.04 million—highlighting aggressive upside expectations over a longer horizon.</p><p><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20270115 620.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020270115%20620.0%20CALL\">$MU 20270115 620.0 CALL$</a> </strong></p><p><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20270115 750.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020270115%20750.0%20CALL\">$MU 20270115 750.0 CALL$</a></strong> </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/20c01996af7658fec5e4a77ea638d5ee\" title=\"Source: Tiger Trade App\"/><span>Source: Tiger Trade App</span></p><h3 id=\"id_3634800514\">Strategy Takeaways</h3><p>With implied volatility already above 120%, options markets are pricing in significant event risk, making outright long straddle strategies relatively expensive.</p><p>For investors who expect realized volatility to fall short of the implied ~8% move, selling out-of-the-money options remains a common approach. For example, selling $500 calls or $430 puts—both outside the implied range—may offer a lower probability of being exercised.</p><p>To avoid the unlimited risk associated with naked options, traders may instead consider defined-risk structures such as <strong>bear call spreads</strong> or <strong>bull put spreads</strong>.</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>Option Focus | Micron Sees Bearish Spread Positioning Ahead of Earnings; Longer-Dated Bets Turn Aggressively Bullish to $620–$750</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\">\nOption Focus | Micron Sees Bearish Spread Positioning Ahead of Earnings; Longer-Dated Bets Turn Aggressively Bullish to $620–$750\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1016323842\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Option Witch </p>\n<p class=\"h-time\">2026-03-18 13:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/MU\">Micron Technology</a></strong> is set to report earnings after the close on March 18, with the options market bracing for a potentially sharp move. The stock was last trading at $461.69, while options expiring March 20 imply heightened volatility around the event.</p><h3 id=\"id_2089568519\">Key Earnings Expectations and Market Focus</h3><p><strong>Consensus estimates (current quarter):</strong></p><ul style=\"\"><li><p><strong>Revenue:</strong> $19.94 billion (up 152.59% year-on-year)</p></li><li><p><strong>Earnings per share (EPS):</strong> $9.214 (up 547.23% year-on-year)</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/307b7b132a2987edbb1cb7c1369f2526\" title=\"Source: Tiger Trade App\" tg-width=\"1170\" tg-height=\"784\"/><span>Source: Tiger Trade App</span></p><p><strong>Key themes:</strong></p><p>Sell-side analysts and media attention are largely focused on demand for high-bandwidth memory (HBM) and DDR5 in AI data centers, the sustainability of rising memory prices, and the pace of inventory normalization. In addition, the recovery trajectory in smartphones and PCs, as well as guidance on capacity utilization and capital expenditure, are expected to be key drivers of sentiment.</p><h3 id=\"id_1443147089\">Options Market Snapshot</h3><ul style=\"\"><li><p><strong>Implied volatility (IV):</strong> Options expiring this week are pricing in IV as high as 124.55%, indicating extremely elevated expectations for movement.</p></li><li><p><strong>Expected move:</strong> Options pricing implies a ~68% probability that the stock will move ±8.5% through expiration, suggesting a range of roughly $425.15 to $503.99 post-earnings.</p></li><li><p><strong>Positioning:</strong> Total open interest in puts (384,293 contracts) exceeds calls (261,990 contracts), with a put/call OI ratio of 1.47, pointing to a bearish tilt in positioning.</p></li><li><p><strong>Key strike:</strong> The $400 put holds the largest open interest, with 261,990 contracts outstanding. Despite being out-of-the-money relative to the current price near $460, this level may reflect either protective hedging demand or premium-selling strategies such as cash-secured puts.</p></li></ul><p> <strong><a class=\"teditor-mention\" data-mention-id=\"MU 20260320 400.0 PUT\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020260320%20400.0%20PUT\">$MU 20260320 400.0 PUT$</a></strong> </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/275e48da3a2f5bb60b6e843c06a39454\" title=\"Source: Tiger Trade App\"/><span>Source: Tiger Trade App</span></p><h3 id=\"id_1332857035\">Block Trades Signal Bearish Near-Term Bias, Bullish Long-Term View</h3><p>Notably, two sizable <strong>bear put spread</strong> trades emerged ahead of earnings. The strategy involved buying nearly 5,000 contracts of $430 puts while simultaneously selling an equal number of $390 puts, effectively positioning for downside in the stock following results while offsetting premium costs.</p><p><strong><a href=\"https://ttm.financial/OPT/MU%2020260320%20390.0%20PUT%20SELL%201%20%7C%20MU%2020260320%20430.0%20PUT%20BUY%201\" title=\"$MU Vertical 260320 390.0P/430.0P$\" class=\"\">$MU Vertical 260320 390.0P/430.0P$</a></strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dd06ee2848c581ac1fc8e255a758fe0e\" title=\"Source: Tiger Trade App\"/><span>Source: Tiger Trade App</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c3ec14a1fa07fa939bec334c155f2d89\" title=\"Source: Tiger Trade App\"/><span>Source: Tiger Trade App</span></p><p>However, longer-dated flows point in the opposite direction. One block trade purchased January-expiry $620 calls for approximately $20.82 million, while another targeted $750 calls with a notional value of about $14.04 million—highlighting aggressive upside expectations over a longer horizon.</p><p><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20270115 620.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020270115%20620.0%20CALL\">$MU 20270115 620.0 CALL$</a> </strong></p><p><strong><a class=\"teditor-mention\" data-mention-id=\"MU 20270115 750.0 CALL\" data-mention-name=\"MU\" href=\"https://ttm.financial/OPT/MU%2020270115%20750.0%20CALL\">$MU 20270115 750.0 CALL$</a></strong> </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/20c01996af7658fec5e4a77ea638d5ee\" title=\"Source: Tiger Trade App\"/><span>Source: Tiger Trade App</span></p><h3 id=\"id_3634800514\">Strategy Takeaways</h3><p>With implied volatility already above 120%, options markets are pricing in significant event risk, making outright long straddle strategies relatively expensive.</p><p>For investors who expect realized volatility to fall short of the implied ~8% move, selling out-of-the-money options remains a common approach. For example, selling $500 calls or $430 puts—both outside the implied range—may offer a lower probability of being exercised.</p><p>To avoid the unlimited risk associated with naked options, traders may instead consider defined-risk structures such as <strong>bear call spreads</strong> or <strong>bull put spreads</strong>.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138621390","content_text":"Micron Technology is set to report earnings after the close on March 18, with the options market bracing for a potentially sharp move. The stock was last trading at $461.69, while options expiring March 20 imply heightened volatility around the event.Key Earnings Expectations and Market FocusConsensus estimates (current quarter):Revenue: $19.94 billion (up 152.59% year-on-year)Earnings per share (EPS): $9.214 (up 547.23% year-on-year)Source: Tiger Trade AppKey themes:Sell-side analysts and media attention are largely focused on demand for high-bandwidth memory (HBM) and DDR5 in AI data centers, the sustainability of rising memory prices, and the pace of inventory normalization. In addition, the recovery trajectory in smartphones and PCs, as well as guidance on capacity utilization and capital expenditure, are expected to be key drivers of sentiment.Options Market SnapshotImplied volatility (IV): Options expiring this week are pricing in IV as high as 124.55%, indicating extremely elevated expectations for movement.Expected move: Options pricing implies a ~68% probability that the stock will move ±8.5% through expiration, suggesting a range of roughly $425.15 to $503.99 post-earnings.Positioning: Total open interest in puts (384,293 contracts) exceeds calls (261,990 contracts), with a put/call OI ratio of 1.47, pointing to a bearish tilt in positioning.Key strike: The $400 put holds the largest open interest, with 261,990 contracts outstanding. Despite being out-of-the-money relative to the current price near $460, this level may reflect either protective hedging demand or premium-selling strategies such as cash-secured puts. $MU 20260320 400.0 PUT$ Source: Tiger Trade AppBlock Trades Signal Bearish Near-Term Bias, Bullish Long-Term ViewNotably, two sizable bear put spread trades emerged ahead of earnings. The strategy involved buying nearly 5,000 contracts of $430 puts while simultaneously selling an equal number of $390 puts, effectively positioning for downside in the stock following results while offsetting premium costs.$MU Vertical 260320 390.0P/430.0P$Source: Tiger Trade AppSource: Tiger Trade AppHowever, longer-dated flows point in the opposite direction. One block trade purchased January-expiry $620 calls for approximately $20.82 million, while another targeted $750 calls with a notional value of about $14.04 million—highlighting aggressive upside expectations over a longer horizon.$MU 20270115 620.0 CALL$ $MU 20270115 750.0 CALL$ Source: Tiger Trade AppStrategy TakeawaysWith implied volatility already above 120%, options markets are pricing in significant event risk, making outright long straddle strategies relatively expensive.For investors who expect realized volatility to fall short of the implied ~8% move, selling out-of-the-money options remains a common approach. For example, selling $500 calls or $430 puts—both outside the implied range—may offer a lower probability of being exercised.To avoid the unlimited risk associated with naked options, traders may instead consider defined-risk structures such as bear call spreads or bull put spreads.","news_type":1,"symbols_score_info":{"MU":2}},"isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":536624239309416,"gmtCreate":1772033384985,"gmtModify":1772033388225,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/536624239309416","repostId":"1162658291","repostType":2,"repost":{"id":"1162658291","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1772031531,"share":"https://ttm.financial/m/news/1162658291?lang=en_US&edition=fundamental","pubTime":"2026-02-25 22:58","market":"sg","language":"en","title":"Stock Track | Klarna Group Soars 5.03% Intraday on Strong User Growth Announcement","url":"https://stock-news.laohu8.com/highlight/detail?id=1162658291","media":"Stock Track","summary":"Klarna Group plc (KLAR) saw its stock price soar 5.03% during intraday trading on Wednesday, following the company's announcement of impressive user growth metrics.The digital bank services provider...","content":"<p>Klarna Group plc (KLAR) saw its stock price soar 5.03% during intraday trading on Wednesday, following the company's announcement of impressive user growth metrics.</p><p>The digital bank services provider reported that its app now has more than 55 million monthly active users globally, with 9 million people using the app daily. The company highlighted that daily engagement has surged approximately 53% year over year, attributing this growth to recent product launches including a debit card, membership tiers, cashback rewards, mobile phone plans, and peer-to-peer payments in Europe.</p>","source":"ai_movement_en","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>Stock Track | Klarna Group Soars 5.03% Intraday on Strong User Growth Announcement</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\">\nStock Track | Klarna Group Soars 5.03% Intraday on Strong User Growth Announcement\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-02-25 22:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Klarna Group plc (KLAR) saw its stock price soar 5.03% during intraday trading on Wednesday, following the company's announcement of impressive user growth metrics.</p><p>The digital bank services provider reported that its app now has more than 55 million monthly active users globally, with 9 million people using the app daily. The company highlighted that daily engagement has surged approximately 53% year over year, attributing this growth to recent product launches including a debit card, membership tiers, cashback rewards, mobile phone plans, and peer-to-peer payments in Europe.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KLAR":"Klarna Group plc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162658291","content_text":"Klarna Group plc (KLAR) saw its stock price soar 5.03% during intraday trading on Wednesday, following the company's announcement of impressive user growth metrics.The digital bank services provider reported that its app now has more than 55 million monthly active users globally, with 9 million people using the app daily. The company highlighted that daily engagement has surged approximately 53% year over year, attributing this growth to recent product launches including a debit card, membership tiers, cashback rewards, mobile phone plans, and peer-to-peer payments in Europe.","news_type":1,"symbols_score_info":{"KLAR":1}},"isVote":1,"tweetType":1,"viewCount":878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":534801515286872,"gmtCreate":1771588446431,"gmtModify":1771588451897,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/534801515286872","repostId":"2612286205","repostType":2,"repost":{"id":"2612286205","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":1771587000,"share":"https://ttm.financial/m/news/2612286205?lang=en_US&edition=fundamental","pubTime":"2026-02-20 19:30","market":"us","language":"en","title":"Nvidia Dumped It, Cathie Wood Snapped It Up. This Pharma Stock Is Splitting Wall Street","url":"https://stock-news.laohu8.com/highlight/detail?id=2612286205","media":"Dow Jones","summary":"One person’s trash is another person’s treasure.","content":"<html><head></head><body><p style=\"text-align: start;\">One person’s trash is another person’s treasure.</p><p>After <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> revealed it sold its entire stake in <a href=\"https://laohu8.com/S/RXRX\">Recursion Pharmaceuticals</a>, Cathie Wood’s ARK snapped up the drug-discovery company’s shares Wednesday.</p><p>The AI chip maker’s exit, disclosed in its 13-F filing, initially hit the pharma company’s shares—Recursion stock was 14% down for the day at one point before recovering to close 2% higher. It seems the slump brought on a healthy dose of dip-buying. The shares were up 5.4% on Thursday.</p><p>ARK Invest has been building its position in Recursion in recent months and took the opportunity to buy more of the stock. The company bought 1.25 million shares of Recursion across two of its exchange-traded funds (ETFs), according to a trading notification for Wednesday.</p><p>The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> now holds 21.8 million shares of Recursion, worth around $77 million, according to the company’s website. Nvidia’s stake was smaller—it held 7.71 million shares at the end of the third quarter before exiting its position entirely as of Dec. 31 last year.</p><p style=\"text-align: start;\">It isn’t clear exactly when in the fourth quarter Nvidia sold its stake but Recursion stock has fallen 14% so far in 2026, as of Wednesday’s close. The shares are down 68% over the past year.</p><p style=\"text-align: start;\">So the AI chip maker wanted out but Cathie Wood and others clearly want in. Wall Street isn’t so sure—just 38% of analysts covering the stock have a Buy rating. Though, its average price target of $7 implies a 98% jump from here.</p><p>That would be some pot of gold.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Dumped It, Cathie Wood Snapped It Up. This Pharma Stock Is Splitting Wall Street</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Dumped It, Cathie Wood Snapped It Up. This Pharma Stock Is Splitting Wall Street\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\">2026-02-20 19:30</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;\">One person’s trash is another person’s treasure.</p><p>After <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> revealed it sold its entire stake in <a href=\"https://laohu8.com/S/RXRX\">Recursion Pharmaceuticals</a>, Cathie Wood’s ARK snapped up the drug-discovery company’s shares Wednesday.</p><p>The AI chip maker’s exit, disclosed in its 13-F filing, initially hit the pharma company’s shares—Recursion stock was 14% down for the day at one point before recovering to close 2% higher. It seems the slump brought on a healthy dose of dip-buying. The shares were up 5.4% on Thursday.</p><p>ARK Invest has been building its position in Recursion in recent months and took the opportunity to buy more of the stock. The company bought 1.25 million shares of Recursion across two of its exchange-traded funds (ETFs), according to a trading notification for Wednesday.</p><p>The <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> now holds 21.8 million shares of Recursion, worth around $77 million, according to the company’s website. Nvidia’s stake was smaller—it held 7.71 million shares at the end of the third quarter before exiting its position entirely as of Dec. 31 last year.</p><p style=\"text-align: start;\">It isn’t clear exactly when in the fourth quarter Nvidia sold its stake but Recursion stock has fallen 14% so far in 2026, as of Wednesday’s close. The shares are down 68% over the past year.</p><p style=\"text-align: start;\">So the AI chip maker wanted out but Cathie Wood and others clearly want in. Wall Street isn’t so sure—just 38% of analysts covering the stock have a Buy rating. Though, its average price target of $7 implies a 98% jump from here.</p><p>That would be some pot of gold.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","NVII":"Rex NVDA Growth & Income ETF","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0109392836.USD":"富兰克林科技股A","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BK4605":"半导体精选","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","BK4608":"AI应用概念股","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU0444971666.USD":"天利全球科技基金","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4609":"英伟达持仓股","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU2168564495.EUR":"AZ ALLOCATION - 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The shares were up 5.4% on Thursday.ARK Invest has been building its position in Recursion in recent months and took the opportunity to buy more of the stock. The company bought 1.25 million shares of Recursion across two of its exchange-traded funds (ETFs), according to a trading notification for Wednesday.The ARK Innovation ETF now holds 21.8 million shares of Recursion, worth around $77 million, according to the company’s website. Nvidia’s stake was smaller—it held 7.71 million shares at the end of the third quarter before exiting its position entirely as of Dec. 31 last year.It isn’t clear exactly when in the fourth quarter Nvidia sold its stake but Recursion stock has fallen 14% so far in 2026, as of Wednesday’s close. The shares are down 68% over the past year.So the AI chip maker wanted out but Cathie Wood and others clearly want in. Wall Street isn’t so sure—just 38% of analysts covering the stock have a Buy rating. Though, its average price target of $7 implies a 98% jump from here.That would be some pot of gold.","news_type":1,"symbols_score_info":{"SNVD.UK":0.6,"NVII":0.6,"DIPS":0.6,"NVDA":1.87,"NVDW":0.6,"NVDD":0.6,"NVD2.UK":0.6,"NVDQ":0.6,"NVDX":0.6,"ARKK":2,"3NVD.UK":0.6,"2NVD.UK":0.6,"NVDS.UK":0.6,"NVD3.UK":0.6,"RXRX":2.1,"NVDB":0.6,"NVDG":0.6,"NVDS":0.6,"NVDU":0.6,"NVIW.SI":0.6,"NVD":0.6,"ANV":0.6,"NVDY":0.6}},"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526317137514840,"gmtCreate":1769530773172,"gmtModify":1769530775494,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526317137514840","repostId":"1158945525","repostType":2,"repost":{"id":"1158945525","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1769527800,"share":"https://ttm.financial/m/news/1158945525?lang=en_US&edition=fundamental","pubTime":"2026-01-27 23:30","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Tesla, Nvidia, Amazon, CoreWeave, Strategy, Disney, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1158945525","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Tuesday:Evercore ISI reiterates Apple as outperformThe firm says it’s bullish ahead of earnings later this week.“We remain positive on shares of AAPL...","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Tuesday:</p><h2 id=\"id_840515901\" style=\"text-align: start;\">Evercore ISI reiterates Apple as outperform</h2><p>The firm says it’s bullish ahead of earnings later this week.</p><p>“We remain positive on shares of AAPL heading into the Dec-qtr earnings this Thursday, as our checks suggest that there’s near-term upside to street estimates, driven by strong iPhone demand and a minimal memory cost headwind (through the Mar-qtr).”</p><h2 id=\"id_2905545661\" style=\"text-align: start;\">Cantor Fitzgerald reiterates Tesla as overweight</h2><p>Cantor says it’s sticking with the stock ahead of earnings on Wednesday.</p><p>“On Tomorrow’s call, we expect Tesla to likely disclose its 2026 vehicle delivery outlook, and it will be interesting to see whether TSLA guides to growth in its auto business, or another year of fewer sales.”</p><h2 id=\"id_4044413083\" style=\"text-align: start;\">Wells Fargo reiterates Nvidia as overweight</h2><p>Wells Fargo says the company’s partnership extends Nvidia’s competitive positioning.</p><p>“Our Overweight rating is based on our positive stance on NVIDIA’s competitive positioning in gaming GPUs and expanding growth opportunities in data center, HPC, and emerging / expanding AI opportunities (autonomous vehicles, healthcare, robotics etc.)”</p><h2 id=\"id_1271912594\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>The firm lowered its price target to $286 per share from $303 ahead of earnings next week.</p><p>“Amazon’s stock lagged the S&amp;P 500 and Nasdaq in 2025 as concerns grew on the company’s perceived AI positioning and relative Cloud revenue growth. However, AWS enters 2026 in an improved capacity position vs 2025, and we think accelerating AWS growth and improving AI tech.′</p><h2 id=\"id_2748600988\" style=\"text-align: start;\">Deutsche Bank upgrades CoreWeave to buy from neutral</h2><p>Deutsche says it likes the company’s partnership with Nvidia.</p><p>“Yesterday’s announcement with NVIDIA also incrementally strengthens the longer-term view. We firmly believe this was not about CoreWeave’s need for capital to fund its growth but more strategic in nature.”</p><h2 id=\"id_3326658723\" style=\"text-align: start;\">Cantor Fitzgerald initiates Strategy as overweight</h2><p>Cantor said in its initiation of Strategy that the crypto company is ready for the bitcoin cycle.</p><p>“BTC cycle means now is compelling time to buy this financial engineering innovator.”</p><h2 id=\"id_3594334417\" style=\"text-align: start;\">JPMorgan reiterates Disney as overweight</h2><p>JPMorgan says it’s sticking with the stock ahead of earnings next week.</p><p>“As per other catalysts – aside from getting into a beat and raise cadence and any intra-quarter parks data– we think multiple expansion can come from execution on streaming, with management previously highlighting the most significant changes underway from a product perspective since Disney+ launched in 2019, and a notably strong theatrical line up in calendar 2026.”</p><h2 id=\"id_1951260388\" style=\"text-align: start;\">Needham upgrades Affirm to buy from hold</h2><p>Neeham says the establishment of an Affirm bank could be a “game changer.”</p><p>“We are upgrading shares of AFRM to Buy (from Hold) and establishing a $100 price target, following the news that AFRM has submitted an application to establish Affirm Bank, a proposed Nevada-chartered industrial loan company.”</p><h2 id=\"id_1826470239\" style=\"text-align: start;\">Citi initiates Novartis as buy</h2><p>Citi says the biopharma company is an earnings “outperformer.”</p><p>“A serial earnings outperformer, we expect Novartis to achieve its 4-5% 25-30E sales guidance, beating consensus 3.5-4.0% and seeing our 30E forecasts 7-8% above consensus.”</p><h2 id=\"id_2671356958\" style=\"text-align: start;\">TD Cowen initiates Intuitive Surgical as buy</h2><p>TD Cowen says the med tech company has plenty of upside.</p><p>“We view ISRG as a core MedTech holding and see multiple procedure growth sustaining vectors.”</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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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\">\nTop Calls on Wall Street: Apple, Tesla, Nvidia, Amazon, CoreWeave, Strategy, Disney, and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-01-27 23:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are the biggest calls on Wall Street on Tuesday:</p><h2 id=\"id_840515901\" style=\"text-align: start;\">Evercore ISI reiterates Apple as outperform</h2><p>The firm says it’s bullish ahead of earnings later this week.</p><p>“We remain positive on shares of AAPL heading into the Dec-qtr earnings this Thursday, as our checks suggest that there’s near-term upside to street estimates, driven by strong iPhone demand and a minimal memory cost headwind (through the Mar-qtr).”</p><h2 id=\"id_2905545661\" style=\"text-align: start;\">Cantor Fitzgerald reiterates Tesla as overweight</h2><p>Cantor says it’s sticking with the stock ahead of earnings on Wednesday.</p><p>“On Tomorrow’s call, we expect Tesla to likely disclose its 2026 vehicle delivery outlook, and it will be interesting to see whether TSLA guides to growth in its auto business, or another year of fewer sales.”</p><h2 id=\"id_4044413083\" style=\"text-align: start;\">Wells Fargo reiterates Nvidia as overweight</h2><p>Wells Fargo says the company’s partnership extends Nvidia’s competitive positioning.</p><p>“Our Overweight rating is based on our positive stance on NVIDIA’s competitive positioning in gaming GPUs and expanding growth opportunities in data center, HPC, and emerging / expanding AI opportunities (autonomous vehicles, healthcare, robotics etc.)”</p><h2 id=\"id_1271912594\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>The firm lowered its price target to $286 per share from $303 ahead of earnings next week.</p><p>“Amazon’s stock lagged the S&amp;P 500 and Nasdaq in 2025 as concerns grew on the company’s perceived AI positioning and relative Cloud revenue growth. However, AWS enters 2026 in an improved capacity position vs 2025, and we think accelerating AWS growth and improving AI tech.′</p><h2 id=\"id_2748600988\" style=\"text-align: start;\">Deutsche Bank upgrades CoreWeave to buy from neutral</h2><p>Deutsche says it likes the company’s partnership with Nvidia.</p><p>“Yesterday’s announcement with NVIDIA also incrementally strengthens the longer-term view. We firmly believe this was not about CoreWeave’s need for capital to fund its growth but more strategic in nature.”</p><h2 id=\"id_3326658723\" style=\"text-align: start;\">Cantor Fitzgerald initiates Strategy as overweight</h2><p>Cantor said in its initiation of Strategy that the crypto company is ready for the bitcoin cycle.</p><p>“BTC cycle means now is compelling time to buy this financial engineering innovator.”</p><h2 id=\"id_3594334417\" style=\"text-align: start;\">JPMorgan reiterates Disney as overweight</h2><p>JPMorgan says it’s sticking with the stock ahead of earnings next week.</p><p>“As per other catalysts – aside from getting into a beat and raise cadence and any intra-quarter parks data– we think multiple expansion can come from execution on streaming, with management previously highlighting the most significant changes underway from a product perspective since Disney+ launched in 2019, and a notably strong theatrical line up in calendar 2026.”</p><h2 id=\"id_1951260388\" style=\"text-align: start;\">Needham upgrades Affirm to buy from hold</h2><p>Neeham says the establishment of an Affirm bank could be a “game changer.”</p><p>“We are upgrading shares of AFRM to Buy (from Hold) and establishing a $100 price target, following the news that AFRM has submitted an application to establish Affirm Bank, a proposed Nevada-chartered industrial loan company.”</p><h2 id=\"id_1826470239\" style=\"text-align: start;\">Citi initiates Novartis as buy</h2><p>Citi says the biopharma company is an earnings “outperformer.”</p><p>“A serial earnings outperformer, we expect Novartis to achieve its 4-5% 25-30E sales guidance, beating consensus 3.5-4.0% and seeing our 30E forecasts 7-8% above consensus.”</p><h2 id=\"id_2671356958\" style=\"text-align: start;\">TD Cowen initiates Intuitive Surgical as buy</h2><p>TD Cowen says the med tech company has plenty of upside.</p><p>“We view ISRG as a core MedTech holding and see multiple procedure growth sustaining vectors.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MSTR":"Strategy","AMZN":"亚马逊","NVS":"诺华","ISRG":"直觉外科公司","DIS":"迪士尼","CRWV":"CoreWeave, Inc.","TSLA":"特斯拉","AFRM":"Affirm Holdings, Inc.","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158945525","content_text":"Here are the biggest calls on Wall Street on Tuesday:Evercore ISI reiterates Apple as outperformThe firm says it’s bullish ahead of earnings later this week.“We remain positive on shares of AAPL heading into the Dec-qtr earnings this Thursday, as our checks suggest that there’s near-term upside to street estimates, driven by strong iPhone demand and a minimal memory cost headwind (through the Mar-qtr).”Cantor Fitzgerald reiterates Tesla as overweightCantor says it’s sticking with the stock ahead of earnings on Wednesday.“On Tomorrow’s call, we expect Tesla to likely disclose its 2026 vehicle delivery outlook, and it will be interesting to see whether TSLA guides to growth in its auto business, or another year of fewer sales.”Wells Fargo reiterates Nvidia as overweightWells Fargo says the company’s partnership extends Nvidia’s competitive positioning.“Our Overweight rating is based on our positive stance on NVIDIA’s competitive positioning in gaming GPUs and expanding growth opportunities in data center, HPC, and emerging / expanding AI opportunities (autonomous vehicles, healthcare, robotics etc.)”Bank of America reiterates Amazon as buyThe firm lowered its price target to $286 per share from $303 ahead of earnings next week.“Amazon’s stock lagged the S&P 500 and Nasdaq in 2025 as concerns grew on the company’s perceived AI positioning and relative Cloud revenue growth. However, AWS enters 2026 in an improved capacity position vs 2025, and we think accelerating AWS growth and improving AI tech.′Deutsche Bank upgrades CoreWeave to buy from neutralDeutsche says it likes the company’s partnership with Nvidia.“Yesterday’s announcement with NVIDIA also incrementally strengthens the longer-term view. We firmly believe this was not about CoreWeave’s need for capital to fund its growth but more strategic in nature.”Cantor Fitzgerald initiates Strategy as overweightCantor said in its initiation of Strategy that the crypto company is ready for the bitcoin cycle.“BTC cycle means now is compelling time to buy this financial engineering innovator.”JPMorgan reiterates Disney as overweightJPMorgan says it’s sticking with the stock ahead of earnings next week.“As per other catalysts – aside from getting into a beat and raise cadence and any intra-quarter parks data– we think multiple expansion can come from execution on streaming, with management previously highlighting the most significant changes underway from a product perspective since Disney+ launched in 2019, and a notably strong theatrical line up in calendar 2026.”Needham upgrades Affirm to buy from holdNeeham says the establishment of an Affirm bank could be a “game changer.”“We are upgrading shares of AFRM to Buy (from Hold) and establishing a $100 price target, following the news that AFRM has submitted an application to establish Affirm Bank, a proposed Nevada-chartered industrial loan company.”Citi initiates Novartis as buyCiti says the biopharma company is an earnings “outperformer.”“A serial earnings outperformer, we expect Novartis to achieve its 4-5% 25-30E sales guidance, beating consensus 3.5-4.0% and seeing our 30E forecasts 7-8% above consensus.”TD Cowen initiates Intuitive Surgical as buyTD Cowen says the med tech company has plenty of upside.“We view ISRG as a core MedTech holding and see multiple procedure growth sustaining vectors.”","news_type":1,"symbols_score_info":{"DIS":2,"NVS":2,"AAPL":2,"TSLA":2,"ISRG":2,"AMZN":2,"NVDA":2,"CRWV":2,"AFRM":2,"MSTR":2}},"isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526316463420456,"gmtCreate":1769530741953,"gmtModify":1769530744138,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526316463420456","repostId":"1158945525","repostType":2,"repost":{"id":"1158945525","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1769527800,"share":"https://ttm.financial/m/news/1158945525?lang=en_US&edition=fundamental","pubTime":"2026-01-27 23:30","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Tesla, Nvidia, Amazon, CoreWeave, Strategy, Disney, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1158945525","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Tuesday:Evercore ISI reiterates Apple as outperformThe firm says it’s bullish ahead of earnings later this week.“We remain positive on shares of AAPL...","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Tuesday:</p><h2 id=\"id_840515901\" style=\"text-align: start;\">Evercore ISI reiterates Apple as outperform</h2><p>The firm says it’s bullish ahead of earnings later this week.</p><p>“We remain positive on shares of AAPL heading into the Dec-qtr earnings this Thursday, as our checks suggest that there’s near-term upside to street estimates, driven by strong iPhone demand and a minimal memory cost headwind (through the Mar-qtr).”</p><h2 id=\"id_2905545661\" style=\"text-align: start;\">Cantor Fitzgerald reiterates Tesla as overweight</h2><p>Cantor says it’s sticking with the stock ahead of earnings on Wednesday.</p><p>“On Tomorrow’s call, we expect Tesla to likely disclose its 2026 vehicle delivery outlook, and it will be interesting to see whether TSLA guides to growth in its auto business, or another year of fewer sales.”</p><h2 id=\"id_4044413083\" style=\"text-align: start;\">Wells Fargo reiterates Nvidia as overweight</h2><p>Wells Fargo says the company’s partnership extends Nvidia’s competitive positioning.</p><p>“Our Overweight rating is based on our positive stance on NVIDIA’s competitive positioning in gaming GPUs and expanding growth opportunities in data center, HPC, and emerging / expanding AI opportunities (autonomous vehicles, healthcare, robotics etc.)”</p><h2 id=\"id_1271912594\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>The firm lowered its price target to $286 per share from $303 ahead of earnings next week.</p><p>“Amazon’s stock lagged the S&amp;P 500 and Nasdaq in 2025 as concerns grew on the company’s perceived AI positioning and relative Cloud revenue growth. However, AWS enters 2026 in an improved capacity position vs 2025, and we think accelerating AWS growth and improving AI tech.′</p><h2 id=\"id_2748600988\" style=\"text-align: start;\">Deutsche Bank upgrades CoreWeave to buy from neutral</h2><p>Deutsche says it likes the company’s partnership with Nvidia.</p><p>“Yesterday’s announcement with NVIDIA also incrementally strengthens the longer-term view. We firmly believe this was not about CoreWeave’s need for capital to fund its growth but more strategic in nature.”</p><h2 id=\"id_3326658723\" style=\"text-align: start;\">Cantor Fitzgerald initiates Strategy as overweight</h2><p>Cantor said in its initiation of Strategy that the crypto company is ready for the bitcoin cycle.</p><p>“BTC cycle means now is compelling time to buy this financial engineering innovator.”</p><h2 id=\"id_3594334417\" style=\"text-align: start;\">JPMorgan reiterates Disney as overweight</h2><p>JPMorgan says it’s sticking with the stock ahead of earnings next week.</p><p>“As per other catalysts – aside from getting into a beat and raise cadence and any intra-quarter parks data– we think multiple expansion can come from execution on streaming, with management previously highlighting the most significant changes underway from a product perspective since Disney+ launched in 2019, and a notably strong theatrical line up in calendar 2026.”</p><h2 id=\"id_1951260388\" style=\"text-align: start;\">Needham upgrades Affirm to buy from hold</h2><p>Neeham says the establishment of an Affirm bank could be a “game changer.”</p><p>“We are upgrading shares of AFRM to Buy (from Hold) and establishing a $100 price target, following the news that AFRM has submitted an application to establish Affirm Bank, a proposed Nevada-chartered industrial loan company.”</p><h2 id=\"id_1826470239\" style=\"text-align: start;\">Citi initiates Novartis as buy</h2><p>Citi says the biopharma company is an earnings “outperformer.”</p><p>“A serial earnings outperformer, we expect Novartis to achieve its 4-5% 25-30E sales guidance, beating consensus 3.5-4.0% and seeing our 30E forecasts 7-8% above consensus.”</p><h2 id=\"id_2671356958\" style=\"text-align: start;\">TD Cowen initiates Intuitive Surgical as buy</h2><p>TD Cowen says the med tech company has plenty of upside.</p><p>“We view ISRG as a core MedTech holding and see multiple procedure growth sustaining vectors.”</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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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\">\nTop Calls on Wall Street: Apple, Tesla, Nvidia, Amazon, CoreWeave, Strategy, Disney, and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-01-27 23:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are the biggest calls on Wall Street on Tuesday:</p><h2 id=\"id_840515901\" style=\"text-align: start;\">Evercore ISI reiterates Apple as outperform</h2><p>The firm says it’s bullish ahead of earnings later this week.</p><p>“We remain positive on shares of AAPL heading into the Dec-qtr earnings this Thursday, as our checks suggest that there’s near-term upside to street estimates, driven by strong iPhone demand and a minimal memory cost headwind (through the Mar-qtr).”</p><h2 id=\"id_2905545661\" style=\"text-align: start;\">Cantor Fitzgerald reiterates Tesla as overweight</h2><p>Cantor says it’s sticking with the stock ahead of earnings on Wednesday.</p><p>“On Tomorrow’s call, we expect Tesla to likely disclose its 2026 vehicle delivery outlook, and it will be interesting to see whether TSLA guides to growth in its auto business, or another year of fewer sales.”</p><h2 id=\"id_4044413083\" style=\"text-align: start;\">Wells Fargo reiterates Nvidia as overweight</h2><p>Wells Fargo says the company’s partnership extends Nvidia’s competitive positioning.</p><p>“Our Overweight rating is based on our positive stance on NVIDIA’s competitive positioning in gaming GPUs and expanding growth opportunities in data center, HPC, and emerging / expanding AI opportunities (autonomous vehicles, healthcare, robotics etc.)”</p><h2 id=\"id_1271912594\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>The firm lowered its price target to $286 per share from $303 ahead of earnings next week.</p><p>“Amazon’s stock lagged the S&amp;P 500 and Nasdaq in 2025 as concerns grew on the company’s perceived AI positioning and relative Cloud revenue growth. However, AWS enters 2026 in an improved capacity position vs 2025, and we think accelerating AWS growth and improving AI tech.′</p><h2 id=\"id_2748600988\" style=\"text-align: start;\">Deutsche Bank upgrades CoreWeave to buy from neutral</h2><p>Deutsche says it likes the company’s partnership with Nvidia.</p><p>“Yesterday’s announcement with NVIDIA also incrementally strengthens the longer-term view. We firmly believe this was not about CoreWeave’s need for capital to fund its growth but more strategic in nature.”</p><h2 id=\"id_3326658723\" style=\"text-align: start;\">Cantor Fitzgerald initiates Strategy as overweight</h2><p>Cantor said in its initiation of Strategy that the crypto company is ready for the bitcoin cycle.</p><p>“BTC cycle means now is compelling time to buy this financial engineering innovator.”</p><h2 id=\"id_3594334417\" style=\"text-align: start;\">JPMorgan reiterates Disney as overweight</h2><p>JPMorgan says it’s sticking with the stock ahead of earnings next week.</p><p>“As per other catalysts – aside from getting into a beat and raise cadence and any intra-quarter parks data– we think multiple expansion can come from execution on streaming, with management previously highlighting the most significant changes underway from a product perspective since Disney+ launched in 2019, and a notably strong theatrical line up in calendar 2026.”</p><h2 id=\"id_1951260388\" style=\"text-align: start;\">Needham upgrades Affirm to buy from hold</h2><p>Neeham says the establishment of an Affirm bank could be a “game changer.”</p><p>“We are upgrading shares of AFRM to Buy (from Hold) and establishing a $100 price target, following the news that AFRM has submitted an application to establish Affirm Bank, a proposed Nevada-chartered industrial loan company.”</p><h2 id=\"id_1826470239\" style=\"text-align: start;\">Citi initiates Novartis as buy</h2><p>Citi says the biopharma company is an earnings “outperformer.”</p><p>“A serial earnings outperformer, we expect Novartis to achieve its 4-5% 25-30E sales guidance, beating consensus 3.5-4.0% and seeing our 30E forecasts 7-8% above consensus.”</p><h2 id=\"id_2671356958\" style=\"text-align: start;\">TD Cowen initiates Intuitive Surgical as buy</h2><p>TD Cowen says the med tech company has plenty of upside.</p><p>“We view ISRG as a core MedTech holding and see multiple procedure growth sustaining vectors.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","MSTR":"Strategy","AMZN":"亚马逊","NVS":"诺华","ISRG":"直觉外科公司","DIS":"迪士尼","CRWV":"CoreWeave, Inc.","TSLA":"特斯拉","AFRM":"Affirm Holdings, Inc.","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158945525","content_text":"Here are the biggest calls on Wall Street on Tuesday:Evercore ISI reiterates Apple as outperformThe firm says it’s bullish ahead of earnings later this week.“We remain positive on shares of AAPL heading into the Dec-qtr earnings this Thursday, as our checks suggest that there’s near-term upside to street estimates, driven by strong iPhone demand and a minimal memory cost headwind (through the Mar-qtr).”Cantor Fitzgerald reiterates Tesla as overweightCantor says it’s sticking with the stock ahead of earnings on Wednesday.“On Tomorrow’s call, we expect Tesla to likely disclose its 2026 vehicle delivery outlook, and it will be interesting to see whether TSLA guides to growth in its auto business, or another year of fewer sales.”Wells Fargo reiterates Nvidia as overweightWells Fargo says the company’s partnership extends Nvidia’s competitive positioning.“Our Overweight rating is based on our positive stance on NVIDIA’s competitive positioning in gaming GPUs and expanding growth opportunities in data center, HPC, and emerging / expanding AI opportunities (autonomous vehicles, healthcare, robotics etc.)”Bank of America reiterates Amazon as buyThe firm lowered its price target to $286 per share from $303 ahead of earnings next week.“Amazon’s stock lagged the S&P 500 and Nasdaq in 2025 as concerns grew on the company’s perceived AI positioning and relative Cloud revenue growth. However, AWS enters 2026 in an improved capacity position vs 2025, and we think accelerating AWS growth and improving AI tech.′Deutsche Bank upgrades CoreWeave to buy from neutralDeutsche says it likes the company’s partnership with Nvidia.“Yesterday’s announcement with NVIDIA also incrementally strengthens the longer-term view. We firmly believe this was not about CoreWeave’s need for capital to fund its growth but more strategic in nature.”Cantor Fitzgerald initiates Strategy as overweightCantor said in its initiation of Strategy that the crypto company is ready for the bitcoin cycle.“BTC cycle means now is compelling time to buy this financial engineering innovator.”JPMorgan reiterates Disney as overweightJPMorgan says it’s sticking with the stock ahead of earnings next week.“As per other catalysts – aside from getting into a beat and raise cadence and any intra-quarter parks data– we think multiple expansion can come from execution on streaming, with management previously highlighting the most significant changes underway from a product perspective since Disney+ launched in 2019, and a notably strong theatrical line up in calendar 2026.”Needham upgrades Affirm to buy from holdNeeham says the establishment of an Affirm bank could be a “game changer.”“We are upgrading shares of AFRM to Buy (from Hold) and establishing a $100 price target, following the news that AFRM has submitted an application to establish Affirm Bank, a proposed Nevada-chartered industrial loan company.”Citi initiates Novartis as buyCiti says the biopharma company is an earnings “outperformer.”“A serial earnings outperformer, we expect Novartis to achieve its 4-5% 25-30E sales guidance, beating consensus 3.5-4.0% and seeing our 30E forecasts 7-8% above consensus.”TD Cowen initiates Intuitive Surgical as buyTD Cowen says the med tech company has plenty of upside.“We view ISRG as a core MedTech holding and see multiple procedure growth sustaining vectors.”","news_type":1,"symbols_score_info":{"DIS":2,"NVS":2,"AAPL":2,"TSLA":2,"ISRG":2,"AMZN":2,"NVDA":2,"CRWV":2,"AFRM":2,"MSTR":2}},"isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526315461038200,"gmtCreate":1769530359568,"gmtModify":1769530363467,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526315461038200","repostId":"2606223947","repostType":2,"repost":{"id":"2606223947","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1769472999,"share":"https://ttm.financial/m/news/2606223947?lang=en_US&edition=fundamental","pubTime":"2026-01-27 08:16","market":"sh","language":"en","title":"Nancy Pelosi Discloses Buys Of Nvidia, Apple, AllianceBernstein, And More; Sells Some Stakes","url":"https://stock-news.laohu8.com/highlight/detail?id=2606223947","media":"Benzinga","summary":"Nancy Pelosi discloses millions of dollars in stock purchases, stock sales, options transactions and donated shares. Here's a look at the trades.","content":"<html><head></head><body><p>Former Speaker of the House <strong>Nancy Pelosi </strong>(D-Calif.) has disclosed several new stock and options transactions, including the exercising of options for several Magnificent Seven stocks.</p><p>Here&#39;s a look at the disclosed trades.</p><p>Pelosi disclosed a handful of trades that were made in December and January, as reported by the Benzinga Government Trades page. The trades were disclosed as being made by a spouse, which makes the transactions done by Pelosi&#39;s husband and venture capitalist <strong>Paul Pelosi.</strong></p><p>Here are the stock transactions disclosed by Nancy Pelosi:</p><p>These transactions were the first disclosed by Pelosi since an October disclosure showed the contribution of <a href=\"https://laohu8.com/S/AAPL\">Apple</a> shares to <a href=\"https://laohu8.com/S/TRN\">Trinity</a> University.</p><p>The purchase of AllianceBernstein shares marks Pelosi&#39;s first ownership of the stock in several years and is one of the largest bets made in the new disclosure.</p><p>Pelosi exercised call options in options that were bought in January 2025 at the time of their expiration, trading options for shares in some of the most well-known stocks, along with newer growth stocks like <a href=\"https://laohu8.com/S/VST\">Vistra</a> and <a href=\"https://laohu8.com/S/TEM\">Tempus AI</a>.</p><p>Pelosi&#39;s investment portfolio saw several large sales in the latest disclosure, with options bought in some of the Magnificent Seven stocks.</p><p>Pelosi previously disclosed exercising <strong><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> Inc </strong>(NASDAQ:AVGO) options in June.</p><p>The only other transactions disclosed by Pelosi were the purchased options of <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, <a href=\"https://laohu8.com/S/TEM\">Tempus AI</a> and <a href=\"https://laohu8.com/S/VST\">Vistra</a> in January 2025.</p><p>Similar to this latest disclosure, Pelosi also disclosed selling large chunks of Apple and <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> shares in December 2025 before the year end. The transactions may have been done for tax purposes.</p><p>Pelosi was ranked as the 28th top trader in Congress by an annual UnusualWhales report. The report shows Pelosi gaining 20.1% for her investment portfolio in 2025, outperforming the 16.6% gain of the S&amp;P 500.</p><p>The former Speaker of the House is not running for re-election in the 2026 election, which means she will no longer have to disclose her stock and options transactions starting in January 2027. This means this could be one of the last disclosures from Pelosi.</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>Nancy Pelosi Discloses Buys Of Nvidia, Apple, AllianceBernstein, And More; Sells Some Stakes</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\">\nNancy Pelosi Discloses Buys Of Nvidia, Apple, AllianceBernstein, And More; Sells Some Stakes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2026-01-27 08:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Former Speaker of the House <strong>Nancy Pelosi </strong>(D-Calif.) has disclosed several new stock and options transactions, including the exercising of options for several Magnificent Seven stocks.</p><p>Here&#39;s a look at the disclosed trades.</p><p>Pelosi disclosed a handful of trades that were made in December and January, as reported by the Benzinga Government Trades page. The trades were disclosed as being made by a spouse, which makes the transactions done by Pelosi&#39;s husband and venture capitalist <strong>Paul Pelosi.</strong></p><p>Here are the stock transactions disclosed by Nancy Pelosi:</p><p>These transactions were the first disclosed by Pelosi since an October disclosure showed the contribution of <a href=\"https://laohu8.com/S/AAPL\">Apple</a> shares to <a href=\"https://laohu8.com/S/TRN\">Trinity</a> University.</p><p>The purchase of AllianceBernstein shares marks Pelosi&#39;s first ownership of the stock in several years and is one of the largest bets made in the new disclosure.</p><p>Pelosi exercised call options in options that were bought in January 2025 at the time of their expiration, trading options for shares in some of the most well-known stocks, along with newer growth stocks like <a href=\"https://laohu8.com/S/VST\">Vistra</a> and <a href=\"https://laohu8.com/S/TEM\">Tempus AI</a>.</p><p>Pelosi&#39;s investment portfolio saw several large sales in the latest disclosure, with options bought in some of the Magnificent Seven stocks.</p><p>Pelosi previously disclosed exercising <strong><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> Inc </strong>(NASDAQ:AVGO) options in June.</p><p>The only other transactions disclosed by Pelosi were the purchased options of <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, <a href=\"https://laohu8.com/S/TEM\">Tempus AI</a> and <a href=\"https://laohu8.com/S/VST\">Vistra</a> in January 2025.</p><p>Similar to this latest disclosure, Pelosi also disclosed selling large chunks of Apple and <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> shares in December 2025 before the year end. The transactions may have been done for tax purposes.</p><p>Pelosi was ranked as the 28th top trader in Congress by an annual UnusualWhales report. The report shows Pelosi gaining 20.1% for her investment portfolio in 2025, outperforming the 16.6% gain of the S&amp;P 500.</p><p>The former Speaker of the House is not running for re-election in the 2026 election, which means she will no longer have to disclose her stock and options transactions starting in January 2027. This means this could be one of the last disclosures from Pelosi.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4529":"IDC概念","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4525":"远程办公概念","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","BK4524":"宅经济概念","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","BK4527":"明星科技股","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - 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Franklin US Opportunities A Acc SGD","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4605":"半导体精选","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4606":"AI电力股","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","BK4602":"量子计算概念"},"source_url":"https://www.benzinga.com/news/politics/26/01/50139122/nancy-pelosi-discloses-new-stock-trades-heres-what-shes-loading-up-on-and-whats-shes-selling","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2606223947","content_text":"Former Speaker of the House Nancy Pelosi (D-Calif.) has disclosed several new stock and options transactions, including the exercising of options for several Magnificent Seven stocks.Here's a look at the disclosed trades.Pelosi disclosed a handful of trades that were made in December and January, as reported by the Benzinga Government Trades page. The trades were disclosed as being made by a spouse, which makes the transactions done by Pelosi's husband and venture capitalist Paul Pelosi.Here are the stock transactions disclosed by Nancy Pelosi:These transactions were the first disclosed by Pelosi since an October disclosure showed the contribution of Apple shares to Trinity University.The purchase of AllianceBernstein shares marks Pelosi's first ownership of the stock in several years and is one of the largest bets made in the new disclosure.Pelosi exercised call options in options that were bought in January 2025 at the time of their expiration, trading options for shares in some of the most well-known stocks, along with newer growth stocks like Vistra and Tempus AI.Pelosi's investment portfolio saw several large sales in the latest disclosure, with options bought in some of the Magnificent Seven stocks.Pelosi previously disclosed exercising Broadcom Inc (NASDAQ:AVGO) options in June.The only other transactions disclosed by Pelosi were the purchased options of Amazon, Alphabet, Nvidia, Tempus AI and Vistra in January 2025.Similar to this latest disclosure, Pelosi also disclosed selling large chunks of Apple and Nvidia shares in December 2025 before the year end. The transactions may have been done for tax purposes.Pelosi was ranked as the 28th top trader in Congress by an annual UnusualWhales report. The report shows Pelosi gaining 20.1% for her investment portfolio in 2025, outperforming the 16.6% gain of the S&P 500.The former Speaker of the House is not running for re-election in the 2026 election, which means she will no longer have to disclose her stock and options transactions starting in January 2027. This means this could be one of the last disclosures from Pelosi.","news_type":1,"symbols_score_info":{"AAPL":2,"NVDA":2,"AB":2}},"isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526187319043160,"gmtCreate":1769496453311,"gmtModify":1769496456914,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526187319043160","repostId":"2605494439","repostType":2,"repost":{"id":"2605494439","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":1769090040,"share":"https://ttm.financial/m/news/2605494439?lang=en_US&edition=fundamental","pubTime":"2026-01-22 21:54","market":"sg","language":"en","title":"These fintech stocks could be big winners from Trump's 'populism' push, according to Citi","url":"https://stock-news.laohu8.com/highlight/detail?id=2605494439","media":"Dow Jones","summary":"Analysts say fintech stocks look like prime beneficiaries of a changing regulatory environment and Trump's 'affordability' initiatives. SoFi could benefit from shifts in the lending market and a healthier U.S. consumer, Citi analysts say.As President Donald Trump talks up his themes of populism, investors can benefit - but they've been seeking out stock opportunities in the wrong places, according to Citi analysts.\"Traders have been looking for potential beneficiaries, even relative ones, in consumer stocks, but we think investors may be missing a more interesting opportunity in fintech,\" or financial technology, wrote a team of analysts led by Drew Petitt.Whether Trump's various \"affordability\" pushes prove successful is an open question. But if \"populism\" measures like a proposed one-year cap on credit-card interest rates and limits on institutional home purchases actually leave Americans with more spending power, it's not just retailers that would win, the Citi team said. The analys","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW These fintech stocks could be big winners from Trump's 'populism' push, according to Citi\n</p>\n<p>\n  By Emily Bary \n</p>\n<p>\n     Analysts say fintech stocks look like prime beneficiaries of a changing regulatory environment and Trump's 'affordability' initiatives \n</p>\n<p>\n     SoFi could benefit from shifts in the lending market and a healthier U.S. consumer, Citi analysts say. \n</p>\n<p>\n     As President Donald Trump talks up his themes of populism, investors can benefit - but they've been seeking out stock opportunities in the wrong places, according to Citi analysts. \n</p>\n<p>\n     \"Traders have been looking for potential beneficiaries, even relative ones, in consumer stocks, but we think investors may be missing a more interesting opportunity in fintech,\" or financial technology, wrote a team of analysts led by Drew Petitt. \n</p>\n<p>\n     Whether Trump's various \"affordability\" pushes prove successful is an open question. But if \"populism\" measures like a proposed one-year cap on credit-card interest rates and limits on institutional home purchases actually leave Americans with more spending power, it's not just retailers that would win, the Citi team said. The analysts are drawn to \"disruptive\" fintech companies that can capitalize on both a changing regulatory landscape and a healthier U.S. consumer. \n</p>\n<p>\n     Bryan Keane of Citi highlights Block (XYZ), <a href=\"https://laohu8.com/S/AFRM\">Affirm</a> Holdings (AFRM), Toast <a href=\"https://laohu8.com/S/TOST\">$(TOST)$</a>T, Klarna Group <a href=\"https://laohu8.com/S/KLAR\">$(KLAR)$</a> and Bill Holdings <a href=\"https://laohu8.com/S/BILL\">$(BILL)$</a>. \"These platforms monetize simplification with faster onboarding, improved transaction transparency and embedded financial services that displace higher-cost bank, card or manual workflows,\" he wrote. \n</p>\n<p>\n     Affirm and Klarna both offer buy-now-pay-later services that cater to the \"underbanked,\" Keane noted. \n</p>\n<p>\n     Read: Big Tech stocks haven't been this cheap in months. These investors say it's time to buy. \n</p>\n<p>\n     Block plays into that theme as well, through its Cash App and Afterpay businesses, and the company also serves merchants through its <a href=\"https://laohu8.com/S/XYZ\">Square</a> business. That part of Block could get a boost if Trump's policies are able to spur more small-business formation, the analysts noted. So could Bill, which makes software for back-office tasks, and Toast, which markets point-of-sale offerings. \n</p>\n<p>\n     These companies are gaining market share from incumbent providers and would get a boost from regulatory shifts. \"Potential policy tailwinds include expanded [small-business] tax credits, faster digital-payments adoption and consumer-protection frameworks that favor transparent pricing models over opaque revolving credit,\" according to Keane. \n</p>\n<p>\n     See also: This stock-market indicator just flashed one of its most bullish signals since 2000 \n</p>\n<p>\n     Citi also highlighted some plays on cryptocurrency and lending, including <a href=\"https://laohu8.com/S/COIN\">Coinbase</a> Global (COIN), SoFi Technologies <a href=\"https://laohu8.com/S/SOFI\">$(SOFI)$</a>, <a href=\"https://laohu8.com/S/CRCL\">Circle</a> Internet Group (CRCL), <a href=\"https://laohu8.com/S/BLSH\">Bullish</a> (BLSH), <a href=\"https://laohu8.com/S/UPST\">Upstart</a> Holdings (UPST) and Pagaya Technologies <a href=\"https://laohu8.com/S/PGY\">$(PGY)$</a>. \n</p>\n<p>\n     \"Regulation is driving legitimacy for digital-asset names\" such as Coinbase, Circle and Bullish, said Citi's Peter Christiansen. Following last summer's passage of the Genius Act, a measure that established stablecoin frameworks, he's watching the Clarity Act, which \"is currently in the Senate...and plans to be a comprehensive reform of the entire digital-assets space.\" \n</p>\n<p>\n     Meanwhile, SoFi, Upstart and Pagaya play into the theme of lending. They \"could see tailwinds from other populist regulation should it feed through to an expansion of private-credit markets (or disruption of current sources) and general consumer strength,\" Christiansen said. \n</p>\n<p>\n     More from MarketWatch: How to play payments stocks after essentially their worst run in 15 years \n</p>\n<p>\n     His Citi colleague Steve Enders tabbed a few software companies that could be beneficiaries as well: <a href=\"https://laohu8.com/S/SHOP\">Shopify</a> (SHOP), which operates e-commerce infrastructure; Intuit <a href=\"https://laohu8.com/S/INTU\">$(INTU)$</a>, which makes tax-preparation and credit-management tools; and <a href=\"https://laohu8.com/S/HUBS\">HubSpot</a> (HUBS), which offers marketing products. \n</p>\n<p>\n     \"On the consumer side, a potential change in tax policy or stimulus on top of the changes from the OBBBA could lead to elevated refund activity and a more challenging tax environment, both of which have led to elevated spend on tax software for TurboTax in the past,\" Enders wrote, referring to the One Big Beautiful Bill Act. \n</p>\n<p>\n     TurboTax is an Intuit product, as is CreditKarma, which \"has been taking share within the lending market with better consumer health potentially leading to increased willingness for lenders to provide financial products to consumers.\" \n</p>\n<p>\n     Like some of the pure fintech plays, Shopify and HubSpot would get a lift from policies that incentivize small-business formation or leave existing small businesses with more financial firepower. \n</p>\n<p>\n     -Emily Bary \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 22, 2026 08:54 ET (13:54 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>These fintech stocks could be big winners from Trump's 'populism' push, according to Citi</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\">\nThese fintech stocks could be big winners from Trump's 'populism' push, according to Citi\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-22 21:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW These fintech stocks could be big winners from Trump's 'populism' push, according to Citi\n</p>\n<p>\n  By Emily Bary \n</p>\n<p>\n     Analysts say fintech stocks look like prime beneficiaries of a changing regulatory environment and Trump's 'affordability' initiatives \n</p>\n<p>\n     SoFi could benefit from shifts in the lending market and a healthier U.S. consumer, Citi analysts say. \n</p>\n<p>\n     As President Donald Trump talks up his themes of populism, investors can benefit - but they've been seeking out stock opportunities in the wrong places, according to Citi analysts. \n</p>\n<p>\n     \"Traders have been looking for potential beneficiaries, even relative ones, in consumer stocks, but we think investors may be missing a more interesting opportunity in fintech,\" or financial technology, wrote a team of analysts led by Drew Petitt. \n</p>\n<p>\n     Whether Trump's various \"affordability\" pushes prove successful is an open question. But if \"populism\" measures like a proposed one-year cap on credit-card interest rates and limits on institutional home purchases actually leave Americans with more spending power, it's not just retailers that would win, the Citi team said. The analysts are drawn to \"disruptive\" fintech companies that can capitalize on both a changing regulatory landscape and a healthier U.S. consumer. \n</p>\n<p>\n     Bryan Keane of Citi highlights Block (XYZ), <a href=\"https://laohu8.com/S/AFRM\">Affirm</a> Holdings (AFRM), Toast <a href=\"https://laohu8.com/S/TOST\">$(TOST)$</a>T, Klarna Group <a href=\"https://laohu8.com/S/KLAR\">$(KLAR)$</a> and Bill Holdings <a href=\"https://laohu8.com/S/BILL\">$(BILL)$</a>. \"These platforms monetize simplification with faster onboarding, improved transaction transparency and embedded financial services that displace higher-cost bank, card or manual workflows,\" he wrote. \n</p>\n<p>\n     Affirm and Klarna both offer buy-now-pay-later services that cater to the \"underbanked,\" Keane noted. \n</p>\n<p>\n     Read: Big Tech stocks haven't been this cheap in months. These investors say it's time to buy. \n</p>\n<p>\n     Block plays into that theme as well, through its Cash App and Afterpay businesses, and the company also serves merchants through its <a href=\"https://laohu8.com/S/XYZ\">Square</a> business. That part of Block could get a boost if Trump's policies are able to spur more small-business formation, the analysts noted. So could Bill, which makes software for back-office tasks, and Toast, which markets point-of-sale offerings. \n</p>\n<p>\n     These companies are gaining market share from incumbent providers and would get a boost from regulatory shifts. \"Potential policy tailwinds include expanded [small-business] tax credits, faster digital-payments adoption and consumer-protection frameworks that favor transparent pricing models over opaque revolving credit,\" according to Keane. \n</p>\n<p>\n     See also: This stock-market indicator just flashed one of its most bullish signals since 2000 \n</p>\n<p>\n     Citi also highlighted some plays on cryptocurrency and lending, including <a href=\"https://laohu8.com/S/COIN\">Coinbase</a> Global (COIN), SoFi Technologies <a href=\"https://laohu8.com/S/SOFI\">$(SOFI)$</a>, <a href=\"https://laohu8.com/S/CRCL\">Circle</a> Internet Group (CRCL), <a href=\"https://laohu8.com/S/BLSH\">Bullish</a> (BLSH), <a href=\"https://laohu8.com/S/UPST\">Upstart</a> Holdings (UPST) and Pagaya Technologies <a href=\"https://laohu8.com/S/PGY\">$(PGY)$</a>. \n</p>\n<p>\n     \"Regulation is driving legitimacy for digital-asset names\" such as Coinbase, Circle and Bullish, said Citi's Peter Christiansen. Following last summer's passage of the Genius Act, a measure that established stablecoin frameworks, he's watching the Clarity Act, which \"is currently in the Senate...and plans to be a comprehensive reform of the entire digital-assets space.\" \n</p>\n<p>\n     Meanwhile, SoFi, Upstart and Pagaya play into the theme of lending. They \"could see tailwinds from other populist regulation should it feed through to an expansion of private-credit markets (or disruption of current sources) and general consumer strength,\" Christiansen said. \n</p>\n<p>\n     More from MarketWatch: How to play payments stocks after essentially their worst run in 15 years \n</p>\n<p>\n     His Citi colleague Steve Enders tabbed a few software companies that could be beneficiaries as well: <a href=\"https://laohu8.com/S/SHOP\">Shopify</a> (SHOP), which operates e-commerce infrastructure; Intuit <a href=\"https://laohu8.com/S/INTU\">$(INTU)$</a>, which makes tax-preparation and credit-management tools; and <a href=\"https://laohu8.com/S/HUBS\">HubSpot</a> (HUBS), which offers marketing products. \n</p>\n<p>\n     \"On the consumer side, a potential change in tax policy or stimulus on top of the changes from the OBBBA could lead to elevated refund activity and a more challenging tax environment, both of which have led to elevated spend on tax software for TurboTax in the past,\" Enders wrote, referring to the One Big Beautiful Bill Act. \n</p>\n<p>\n     TurboTax is an Intuit product, as is CreditKarma, which \"has been taking share within the lending market with better consumer health potentially leading to increased willingness for lenders to provide financial products to consumers.\" \n</p>\n<p>\n     Like some of the pure fintech plays, Shopify and HubSpot would get a lift from policies that incentivize small-business formation or leave existing small businesses with more financial firepower. \n</p>\n<p>\n     -Emily Bary \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 22, 2026 08:54 ET (13:54 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4023":"应用软件","BK4554":"元宇宙及AR概念","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","SHOP":"Shopify Inc","LU2360107671.USD":"BGF FINTECH \"A4\" (USD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4585":"ETF&股票定投概念","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2265009873.SGD":"Eastspring Investments - 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SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","BLSH":"Bullish","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","BK4595":"比特币概念","COIW":"COIN周配息ETF-Roundhill"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2605494439","content_text":"MW These fintech stocks could be big winners from Trump's 'populism' push, according to Citi\n\n\n  By Emily Bary \n\n\n     Analysts say fintech stocks look like prime beneficiaries of a changing regulatory environment and Trump's 'affordability' initiatives \n\n\n     SoFi could benefit from shifts in the lending market and a healthier U.S. consumer, Citi analysts say. \n\n\n     As President Donald Trump talks up his themes of populism, investors can benefit - but they've been seeking out stock opportunities in the wrong places, according to Citi analysts. \n\n\n     \"Traders have been looking for potential beneficiaries, even relative ones, in consumer stocks, but we think investors may be missing a more interesting opportunity in fintech,\" or financial technology, wrote a team of analysts led by Drew Petitt. \n\n\n     Whether Trump's various \"affordability\" pushes prove successful is an open question. But if \"populism\" measures like a proposed one-year cap on credit-card interest rates and limits on institutional home purchases actually leave Americans with more spending power, it's not just retailers that would win, the Citi team said. The analysts are drawn to \"disruptive\" fintech companies that can capitalize on both a changing regulatory landscape and a healthier U.S. consumer. \n\n\n     Bryan Keane of Citi highlights Block (XYZ), Affirm Holdings (AFRM), Toast $(TOST)$T, Klarna Group $(KLAR)$ and Bill Holdings $(BILL)$. \"These platforms monetize simplification with faster onboarding, improved transaction transparency and embedded financial services that displace higher-cost bank, card or manual workflows,\" he wrote. \n\n\n     Affirm and Klarna both offer buy-now-pay-later services that cater to the \"underbanked,\" Keane noted. \n\n\n     Read: Big Tech stocks haven't been this cheap in months. These investors say it's time to buy. \n\n\n     Block plays into that theme as well, through its Cash App and Afterpay businesses, and the company also serves merchants through its Square business. That part of Block could get a boost if Trump's policies are able to spur more small-business formation, the analysts noted. So could Bill, which makes software for back-office tasks, and Toast, which markets point-of-sale offerings. \n\n\n     These companies are gaining market share from incumbent providers and would get a boost from regulatory shifts. \"Potential policy tailwinds include expanded [small-business] tax credits, faster digital-payments adoption and consumer-protection frameworks that favor transparent pricing models over opaque revolving credit,\" according to Keane. \n\n\n     See also: This stock-market indicator just flashed one of its most bullish signals since 2000 \n\n\n     Citi also highlighted some plays on cryptocurrency and lending, including Coinbase Global (COIN), SoFi Technologies $(SOFI)$, Circle Internet Group (CRCL), Bullish (BLSH), Upstart Holdings (UPST) and Pagaya Technologies $(PGY)$. \n\n\n     \"Regulation is driving legitimacy for digital-asset names\" such as Coinbase, Circle and Bullish, said Citi's Peter Christiansen. Following last summer's passage of the Genius Act, a measure that established stablecoin frameworks, he's watching the Clarity Act, which \"is currently in the Senate...and plans to be a comprehensive reform of the entire digital-assets space.\" \n\n\n     Meanwhile, SoFi, Upstart and Pagaya play into the theme of lending. They \"could see tailwinds from other populist regulation should it feed through to an expansion of private-credit markets (or disruption of current sources) and general consumer strength,\" Christiansen said. \n\n\n     More from MarketWatch: How to play payments stocks after essentially their worst run in 15 years \n\n\n     His Citi colleague Steve Enders tabbed a few software companies that could be beneficiaries as well: Shopify (SHOP), which operates e-commerce infrastructure; Intuit $(INTU)$, which makes tax-preparation and credit-management tools; and HubSpot (HUBS), which offers marketing products. \n\n\n     \"On the consumer side, a potential change in tax policy or stimulus on top of the changes from the OBBBA could lead to elevated refund activity and a more challenging tax environment, both of which have led to elevated spend on tax software for TurboTax in the past,\" Enders wrote, referring to the One Big Beautiful Bill Act. \n\n\n     TurboTax is an Intuit product, as is CreditKarma, which \"has been taking share within the lending market with better consumer health potentially leading to increased willingness for lenders to provide financial products to consumers.\" \n\n\n     Like some of the pure fintech plays, Shopify and HubSpot would get a lift from policies that incentivize small-business formation or leave existing small businesses with more financial firepower. \n\n\n     -Emily Bary \n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 22, 2026 08:54 ET (13:54 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"BILL":1.87,"PGYDF":1.87,"COIA":0.6,"CONY":0.6,"CONI":0.6,"INTU":1.88,"SHOP":1.87,"XYZ":1.87,"XYZ.AU":1.87,"FIAT":0.6,"UPST":1.87,"CONX":0.6,"HUBS":1.87,"BLSH":1.87,"COIO":0.6,"TOST":1.87,"COIG":0.6,"PGY":1.87,"AFRM":1.87,"COYY":0.6,"COIW":0.6,"KLAR":1.87}},"isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":525931838177872,"gmtCreate":1769434071695,"gmtModify":1769434075196,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/525931838177872","repostId":"1152378506","repostType":2,"repost":{"id":"1152378506","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":1769432550,"share":"https://ttm.financial/m/news/1152378506?lang=en_US&edition=fundamental","pubTime":"2026-01-26 21:02","market":"us","language":"en","title":"Nvidia Invests $2 Billion in CoreWeave, Expands Partnership","url":"https://stock-news.laohu8.com/highlight/detail?id=1152378506","media":"Reuters","summary":"Nvidia has invested $2 billion in CoreWeave at a purchase price of $87.20 per share.","content":"<html><head></head><body><p>Jan 26 (Reuters) - <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> has invested $2 billion in <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> at a purchase price of $87.20 per share, the ‌companies said on Monday, as they expand their partnership to boost CoreWeave&#39;s data center build out ambitions.</p><p>Shares of CoreWeave jumped more than 10% ‌in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bca92fca71a199991e1bac8e42a877bb\" title=\"\" tg-width=\"880\" tg-height=\"617\"/></p><p style=\"text-align: start;\">CoreWeave is targeting to build more than 5 gigawatts in AI data center capacity by 2030. The fresh ‍investment from Nvidia will help the AI infrastructure provider speed up procurement of the land and power ⁠required to build the facilities.</p><p>So-called &#34;neoclouds&#34; like ‍CoreWeave, which provide tech companies with the infrastructure needed ‌to ‌build, run and deploy AI technologies, have seen a surge in demand in recent years as enterprise adoption of AI picks ⁠up.</p><p>Nvidia was ⁠CoreWeave&#39;s third largest shareholder with a 6.3% stake, or 24.3 million shares, in the company.</p><p>It is now nearly ‍doubling its stake in Coreweave by adding roughly 23 million shares in the firm, becoming its second-largest investor now, according to ‍Reuters calculations based on data compiled by LSEG.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Invests $2 Billion in CoreWeave, Expands Partnership</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Invests $2 Billion in CoreWeave, Expands Partnership\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\">2026-01-26 21:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jan 26 (Reuters) - <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> has invested $2 billion in <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> at a purchase price of $87.20 per share, the ‌companies said on Monday, as they expand their partnership to boost CoreWeave&#39;s data center build out ambitions.</p><p>Shares of CoreWeave jumped more than 10% ‌in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bca92fca71a199991e1bac8e42a877bb\" title=\"\" tg-width=\"880\" tg-height=\"617\"/></p><p style=\"text-align: start;\">CoreWeave is targeting to build more than 5 gigawatts in AI data center capacity by 2030. The fresh ‍investment from Nvidia will help the AI infrastructure provider speed up procurement of the land and power ⁠required to build the facilities.</p><p>So-called &#34;neoclouds&#34; like ‍CoreWeave, which provide tech companies with the infrastructure needed ‌to ‌build, run and deploy AI technologies, have seen a surge in demand in recent years as enterprise adoption of AI picks ⁠up.</p><p>Nvidia was ⁠CoreWeave&#39;s third largest shareholder with a 6.3% stake, or 24.3 million shares, in the company.</p><p>It is now nearly ‍doubling its stake in Coreweave by adding roughly 23 million shares in the firm, becoming its second-largest investor now, according to ‍Reuters calculations based on data compiled by LSEG.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc.","CWVX":"2倍做多CRWV ETF-Tradr","CRWU":"2倍做多CRWV ETF-T-Rex","NVDA":"英伟达","CRWG":"2倍做多CRWV ETF-Leverage Shares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152378506","content_text":"Jan 26 (Reuters) - Nvidia has invested $2 billion in CoreWeave at a purchase price of $87.20 per share, the ‌companies said on Monday, as they expand their partnership to boost CoreWeave's data center build out ambitions.Shares of CoreWeave jumped more than 10% ‌in premarket trading.CoreWeave is targeting to build more than 5 gigawatts in AI data center capacity by 2030. The fresh ‍investment from Nvidia will help the AI infrastructure provider speed up procurement of the land and power ⁠required to build the facilities.So-called \"neoclouds\" like ‍CoreWeave, which provide tech companies with the infrastructure needed ‌to ‌build, run and deploy AI technologies, have seen a surge in demand in recent years as enterprise adoption of AI picks ⁠up.Nvidia was ⁠CoreWeave's third largest shareholder with a 6.3% stake, or 24.3 million shares, in the company.It is now nearly ‍doubling its stake in Coreweave by adding roughly 23 million shares in the firm, becoming its second-largest investor now, according to ‍Reuters calculations based on data compiled by LSEG.","news_type":1,"symbols_score_info":{"CWVX":0.6,"CRWU":0.6,"CRWG":0.6,"NVDA":2,"CRWV":2.1}},"isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":522449141736632,"gmtCreate":1768586292533,"gmtModify":1768586297273,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/522449141736632","repostId":"1103617838","repostType":2,"repost":{"id":"1103617838","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1768579714,"share":"https://ttm.financial/m/news/1103617838?lang=en_US&edition=fundamental","pubTime":"2026-01-17 00:08","market":"sg","language":"en","title":"Stock Track | CoreWeave, Inc. (CRWV) Soars 5.01% Intraday as Trump Discloses Bond Investment","url":"https://stock-news.laohu8.com/highlight/detail?id=1103617838","media":"Stock Track","summary":"CoreWeave, Inc. (CRWV) saw its stock price surge by 5.01% during Friday's intraday trading session. The sharp rise follows the disclosure of President Donald Trump's bond investments, which included...","content":"<p>CoreWeave, Inc. (CRWV) saw its stock price surge by 5.01% during Friday's intraday trading session. The sharp rise follows the disclosure of President Donald Trump's bond investments, which included CoreWeave.</p><p>The White House's financial disclosure revealed that Trump invested in bonds issued by several companies, including CoreWeave, as part of a $51 million bond purchase. This news has likely boosted investor confidence in CRWV, contributing to the stock's upward movement.</p>","source":"ai_movement_en","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>Stock Track | CoreWeave, Inc. (CRWV) Soars 5.01% Intraday as Trump Discloses Bond Investment</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\">\nStock Track | CoreWeave, Inc. (CRWV) Soars 5.01% Intraday as Trump Discloses Bond Investment\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-01-17 00:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>CoreWeave, Inc. (CRWV) saw its stock price surge by 5.01% during Friday's intraday trading session. The sharp rise follows the disclosure of President Donald Trump's bond investments, which included CoreWeave.</p><p>The White House's financial disclosure revealed that Trump invested in bonds issued by several companies, including CoreWeave, as part of a $51 million bond purchase. This news has likely boosted investor confidence in CRWV, contributing to the stock's upward movement.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103617838","content_text":"CoreWeave, Inc. (CRWV) saw its stock price surge by 5.01% during Friday's intraday trading session. The sharp rise follows the disclosure of President Donald Trump's bond investments, which included CoreWeave.The White House's financial disclosure revealed that Trump invested in bonds issued by several companies, including CoreWeave, as part of a $51 million bond purchase. This news has likely boosted investor confidence in CRWV, contributing to the stock's upward movement.","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":521306438263352,"gmtCreate":1768315626368,"gmtModify":1768315648336,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521306438263352","repostId":"2603526775","repostType":2,"repost":{"id":"2603526775","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":1768294167,"share":"https://ttm.financial/m/news/2603526775?lang=en_US&edition=fundamental","pubTime":"2026-01-13 16:49","market":"sh","language":"en","title":"This Chip Stock Has Climbed 50% Over The Last 12 Months. It May Be A Play On SpaceX's Growth.","url":"https://stock-news.laohu8.com/highlight/detail?id=2603526775","media":"Dow Jones","summary":"Macom Technology Solutions has called out various ways it can cash in on the boom in low-Earth-orbit satellites. SpaceX says it provides satellite-internet service to more than 9 million customers.Investors looking for a publicly traded way to play SpaceX's growth may have found one in the chip sector.Monday's gains come just days after the Federal Communications Commission authorized SpaceX to deploy and operate up to 15,000 second-generation Starlink satellites to provide direct-to-cell connectivity around the world. The U.S. agency also said it would allow SpaceX to upgrade the satellites and operate across five frequencies, while waiving a few requirements that it called \"obsolete.\". \"This FCC authorization is a game-changer for enabling next-generation services,\" FCC Chair Brendan Carr said in a statement on Friday, adding that the agency has \"given SpaceX the green light to deliver unprecedented satellite broadband capabilities\" and boost competition.SpaceX isn't alone, either. A","content":"<html><head></head><body><p>Investors looking for a publicly traded way to play SpaceX&#39;s growth may have found one in the chip sector.</p><p>Shares of Macom Technology Solutions <a href=\"https://laohu8.com/S/MTSI\">$(MTSI)$</a>, which makes semiconductors that enable high-speed data transmission over fiber optics, rose 13% in Monday trading. Over the last 12 months, the Lowell, Mass.-based company&#39;s stock has climbed 51%.</p><p>Mizuho trading-desk analyst Jordan Klein said in a note to clients Monday that in his view, &#34;more investors are seeking exposure and leverage to growth in satellites&#34; and see Macom as a way to do that. In a previous note, Klein, whose firm doesn&#39;t cover Macom, said the company defines the meaning of &#34;underpromise and overdeliver.&#34;</p><p>In that earlier note, he called the company a &#34;key beneficiary&#34; of satellite-network investments and broader growth in artificial-intelligence-related optical and copper spending.</p><p>Monday&#39;s gains come just days after the Federal Communications Commission authorized SpaceX to deploy and operate up to 15,000 second-generation Starlink satellites to provide direct-to-cell connectivity around the world. The U.S. agency also said it would allow SpaceX to upgrade the satellites and operate across five frequencies, while waiving a few requirements that it called &#34;obsolete.&#34;</p><p>&#34;This FCC authorization is a game-changer for enabling next-generation services,&#34; FCC Chair Brendan Carr said in a statement on Friday, adding that the agency has &#34;given SpaceX the green light to deliver unprecedented satellite broadband capabilities&#34; and boost competition.</p><p>SpaceX had sought approval to launch up to 30,000 units, but the FCC said it would defer authorizing additional launches. Overall, SpaceX has 9,451 satellites currently in low-Earth orbit, or LEO, according to Jonathan McDowell, an astronomer who tracks space launches on his website.</p><p>As of 2025, SpaceX has launched more than 3,000 V2 Mini satellites into orbit, according to its latest annual progress report. The company said those satellites are lighter and more reliable and provide better service than the previous generation.</p><p>The company also says it provides satellite-internet service to more than 9 million customers in 155 countries and markets. Through partnerships with mobile-network operators, Starlink provided direct-to-consumer services to 6 million monthly customers as of 2025.</p><p>SpaceX isn&#39;t alone, either. <a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile</a> (ASTS) and <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s (AMZN) LEO division are just two of nearly a dozen companies exploring LEO constellations supporting DTC or direct-to-device communications, according to Macom&#39;s count.</p><p>&#34;These LEO constellations have many areas where Macom can contribute,&#34; CEO Stephen Daly said on the company&#39;s fourth-quarter earnings call in November.</p><p>&#34;Depending on the customer preferences and capabilities, we position ourselves to support them at any level in the supply chain, from foundry services, custom IC design, standard products and even full module and subsystem design and manufacturing,&#34; he added, referring to integrated circuits.</p><p>Separately, Macom on Monday announced that former Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> executive Bryan Ingram would join its board of directors. Ingram was an executive overseeing Avago Technologies&#39; wireless semiconductor business for over a decade, and after Avago merged with Broadcom in 2016, he stayed on at the company through early 2020.</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>This Chip Stock Has Climbed 50% Over The Last 12 Months. It May Be A Play On SpaceX's Growth.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Chip Stock Has Climbed 50% Over The Last 12 Months. It May Be A Play On SpaceX's Growth.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-13 16:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors looking for a publicly traded way to play SpaceX&#39;s growth may have found one in the chip sector.</p><p>Shares of Macom Technology Solutions <a href=\"https://laohu8.com/S/MTSI\">$(MTSI)$</a>, which makes semiconductors that enable high-speed data transmission over fiber optics, rose 13% in Monday trading. Over the last 12 months, the Lowell, Mass.-based company&#39;s stock has climbed 51%.</p><p>Mizuho trading-desk analyst Jordan Klein said in a note to clients Monday that in his view, &#34;more investors are seeking exposure and leverage to growth in satellites&#34; and see Macom as a way to do that. In a previous note, Klein, whose firm doesn&#39;t cover Macom, said the company defines the meaning of &#34;underpromise and overdeliver.&#34;</p><p>In that earlier note, he called the company a &#34;key beneficiary&#34; of satellite-network investments and broader growth in artificial-intelligence-related optical and copper spending.</p><p>Monday&#39;s gains come just days after the Federal Communications Commission authorized SpaceX to deploy and operate up to 15,000 second-generation Starlink satellites to provide direct-to-cell connectivity around the world. The U.S. agency also said it would allow SpaceX to upgrade the satellites and operate across five frequencies, while waiving a few requirements that it called &#34;obsolete.&#34;</p><p>&#34;This FCC authorization is a game-changer for enabling next-generation services,&#34; FCC Chair Brendan Carr said in a statement on Friday, adding that the agency has &#34;given SpaceX the green light to deliver unprecedented satellite broadband capabilities&#34; and boost competition.</p><p>SpaceX had sought approval to launch up to 30,000 units, but the FCC said it would defer authorizing additional launches. Overall, SpaceX has 9,451 satellites currently in low-Earth orbit, or LEO, according to Jonathan McDowell, an astronomer who tracks space launches on his website.</p><p>As of 2025, SpaceX has launched more than 3,000 V2 Mini satellites into orbit, according to its latest annual progress report. The company said those satellites are lighter and more reliable and provide better service than the previous generation.</p><p>The company also says it provides satellite-internet service to more than 9 million customers in 155 countries and markets. Through partnerships with mobile-network operators, Starlink provided direct-to-consumer services to 6 million monthly customers as of 2025.</p><p>SpaceX isn&#39;t alone, either. <a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile</a> (ASTS) and <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s (AMZN) LEO division are just two of nearly a dozen companies exploring LEO constellations supporting DTC or direct-to-device communications, according to Macom&#39;s count.</p><p>&#34;These LEO constellations have many areas where Macom can contribute,&#34; CEO Stephen Daly said on the company&#39;s fourth-quarter earnings call in November.</p><p>&#34;Depending on the customer preferences and capabilities, we position ourselves to support them at any level in the supply chain, from foundry services, custom IC design, standard products and even full module and subsystem design and manufacturing,&#34; he added, referring to integrated circuits.</p><p>Separately, Macom on Monday announced that former Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> executive Bryan Ingram would join its board of directors. Ingram was an executive overseeing Avago Technologies&#39; wireless semiconductor business for over a decade, and after Avago merged with Broadcom in 2016, he stayed on at the company through early 2020.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","BK4089":"非传统电信运营商","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4532":"文艺复兴科技持仓","LU0823411888.USD":"法巴消费创新基金 Cap","BK4534":"瑞士信贷持仓","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4535":"淡马锡持仓","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4538":"云计算","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","BK4507":"流媒体概念","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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Over the last 12 months, the Lowell, Mass.-based company's stock has climbed 51%.Mizuho trading-desk analyst Jordan Klein said in a note to clients Monday that in his view, \"more investors are seeking exposure and leverage to growth in satellites\" and see Macom as a way to do that. In a previous note, Klein, whose firm doesn't cover Macom, said the company defines the meaning of \"underpromise and overdeliver.\"In that earlier note, he called the company a \"key beneficiary\" of satellite-network investments and broader growth in artificial-intelligence-related optical and copper spending.Monday's gains come just days after the Federal Communications Commission authorized SpaceX to deploy and operate up to 15,000 second-generation Starlink satellites to provide direct-to-cell connectivity around the world. The U.S. agency also said it would allow SpaceX to upgrade the satellites and operate across five frequencies, while waiving a few requirements that it called \"obsolete.\"\"This FCC authorization is a game-changer for enabling next-generation services,\" FCC Chair Brendan Carr said in a statement on Friday, adding that the agency has \"given SpaceX the green light to deliver unprecedented satellite broadband capabilities\" and boost competition.SpaceX had sought approval to launch up to 30,000 units, but the FCC said it would defer authorizing additional launches. Overall, SpaceX has 9,451 satellites currently in low-Earth orbit, or LEO, according to Jonathan McDowell, an astronomer who tracks space launches on his website.As of 2025, SpaceX has launched more than 3,000 V2 Mini satellites into orbit, according to its latest annual progress report. The company said those satellites are lighter and more reliable and provide better service than the previous generation.The company also says it provides satellite-internet service to more than 9 million customers in 155 countries and markets. Through partnerships with mobile-network operators, Starlink provided direct-to-consumer services to 6 million monthly customers as of 2025.SpaceX isn't alone, either. AST SpaceMobile (ASTS) and Amazon's (AMZN) LEO division are just two of nearly a dozen companies exploring LEO constellations supporting DTC or direct-to-device communications, according to Macom's count.\"These LEO constellations have many areas where Macom can contribute,\" CEO Stephen Daly said on the company's fourth-quarter earnings call in November.\"Depending on the customer preferences and capabilities, we position ourselves to support them at any level in the supply chain, from foundry services, custom IC design, standard products and even full module and subsystem design and manufacturing,\" he added, referring to integrated circuits.Separately, Macom on Monday announced that former Broadcom $(AVGO)$ executive Bryan Ingram would join its board of directors. Ingram was an executive overseeing Avago Technologies' wireless semiconductor business for over a decade, and after Avago merged with Broadcom in 2016, he stayed on at the company through early 2020.","news_type":1,"symbols_score_info":{"MTSI":1.95}},"isVote":1,"tweetType":1,"viewCount":823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":521293542036448,"gmtCreate":1768297301369,"gmtModify":1768297305043,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521293542036448","repostId":"2603214735","repostType":2,"repost":{"id":"2603214735","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":1768289400,"share":"https://ttm.financial/m/news/2603214735?lang=en_US&edition=fundamental","pubTime":"2026-01-13 15:30","market":"us","language":"en","title":"Microsoft, Oracle and ServiceNow Could Be the Top Stocks to Play a Software Comeback","url":"https://stock-news.laohu8.com/highlight/detail?id=2603214735","media":"Dow Jones","summary":"Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize the coming wave of AI adoption.","content":"<html><head></head><body><p style=\"text-align: start;\">While artificial-intelligence infrastructure stocks have received much of investors’ attention in recent years, it might be the software sector’s turn to rack up big gains in 2026.</p><p style=\"text-align: start;\">In particular, companies making infrastructure software, which manage hardware and data, present a compelling opportunity for investors, according to analysts at Goldman Sachs and Deutsche Bank. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> fall into this category.</p><p>Over the past year, semiconductor stocks have dramatically outperformed software stocks, with the <a href=\"https://laohu8.com/S/SOXX\">iShares Semiconductor ETF</a> gaining 52% and the <a href=\"https://laohu8.com/S/IGV\">iShares Expanded Tech-Software Sector ETF</a> rising just 8%.</p><p>However, the next three years will present revenue acceleration opportunities for the above companies, Goldman Sachs analyst Gabriela Borges wrote in a Sunday note. AI could expand the total addressable market for software by roughly 30% through 2037, she added.</p><p style=\"text-align: start;\">Goldman Sachs named Microsoft its top pick among AI infrastructure names thanks to its multitude of opportunities to monetize its Azure cloud business. Borges expects Azure to drive revenue estimates higher in 2026 as it capitalizes on a “fungible” capacity, meaning that its data centers can be easily utilized for a variety of different workloads and customers.</p><p style=\"text-align: start;\">Beyond its massive cloud infrastructure, Microsoft is cementing its leadership in the software-application layer with the introduction of Agent 365 and Foundry. These products allow customers to build custom AI agents with governance and security controls, making Microsoft a critical player in the “orchestration layer” to manage chatbots, Borges wrote.</p><p>Analysts at Goldman Sachs and Deutsche Bank both called Oracle a top pick. Deutsche Bank’s Brad Zelnick noted that Oracle’s future deal pipeline has swelled to over $500 billion, making it an industry leader in deploying AI infrastructure at scale.</p><p style=\"text-align: start;\">Oracle Cloud Infrastructure, the company’s cloud platform, has hit an “inflection point” thanks to robust demand for AI workloads, Borges wrote. She anticipates that revenue will accelerate in 2026 as the company converts these deals into recognized revenue.</p><p style=\"text-align: start;\">Oracle’s unique database architecture, which was built to promote speed and efficiency between servers, is especially well-suited to AI workloads with high volumes of data, according to Goldman Sachs.</p><p style=\"text-align: start;\">Beyond AI workloads, Oracle is still seeing growth from companies migrating their data to the cloud, Zelnick said. Investors could be underestimating the growth of Oracle’s non-OCI revenue, he added.</p><p>For ServiceNow, Borges believes the company will be able to grow revenues organically at around 20% annually through 2029. The workflow-management company has developed what it calls an AI Control Tower to provide governance and oversight for AI agents across a company.</p><p style=\"text-align: start;\">“We believe outsized value will accrue in the agent orchestration layer that controls and governs agents across multiple vendors,” putting ServiceNow in a good spot, Borges wrote.</p><p style=\"text-align: start;\">ServiceNow has also ramped up its acquisition strategy recently, announcing plans to buy cybersecurity firm Armis at the end of 2025 to expand its cybersecurity offerings. ServiceNow aims to integrate Armis’ real-time threat intelligence with its automated workflows to proactively reduce security risks. The acquisition could help create “a meaningful new product cycle for ServiceNow” over the next five years, according to Borges.</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>Microsoft, Oracle and ServiceNow Could Be the Top Stocks to Play a Software Comeback</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\">\nMicrosoft, Oracle and ServiceNow Could Be the Top Stocks to Play a Software Comeback\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-13 15:30</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;\">While artificial-intelligence infrastructure stocks have received much of investors’ attention in recent years, it might be the software sector’s turn to rack up big gains in 2026.</p><p style=\"text-align: start;\">In particular, companies making infrastructure software, which manage hardware and data, present a compelling opportunity for investors, according to analysts at Goldman Sachs and Deutsche Bank. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> fall into this category.</p><p>Over the past year, semiconductor stocks have dramatically outperformed software stocks, with the <a href=\"https://laohu8.com/S/SOXX\">iShares Semiconductor ETF</a> gaining 52% and the <a href=\"https://laohu8.com/S/IGV\">iShares Expanded Tech-Software Sector ETF</a> rising just 8%.</p><p>However, the next three years will present revenue acceleration opportunities for the above companies, Goldman Sachs analyst Gabriela Borges wrote in a Sunday note. AI could expand the total addressable market for software by roughly 30% through 2037, she added.</p><p style=\"text-align: start;\">Goldman Sachs named Microsoft its top pick among AI infrastructure names thanks to its multitude of opportunities to monetize its Azure cloud business. Borges expects Azure to drive revenue estimates higher in 2026 as it capitalizes on a “fungible” capacity, meaning that its data centers can be easily utilized for a variety of different workloads and customers.</p><p style=\"text-align: start;\">Beyond its massive cloud infrastructure, Microsoft is cementing its leadership in the software-application layer with the introduction of Agent 365 and Foundry. These products allow customers to build custom AI agents with governance and security controls, making Microsoft a critical player in the “orchestration layer” to manage chatbots, Borges wrote.</p><p>Analysts at Goldman Sachs and Deutsche Bank both called Oracle a top pick. Deutsche Bank’s Brad Zelnick noted that Oracle’s future deal pipeline has swelled to over $500 billion, making it an industry leader in deploying AI infrastructure at scale.</p><p style=\"text-align: start;\">Oracle Cloud Infrastructure, the company’s cloud platform, has hit an “inflection point” thanks to robust demand for AI workloads, Borges wrote. She anticipates that revenue will accelerate in 2026 as the company converts these deals into recognized revenue.</p><p style=\"text-align: start;\">Oracle’s unique database architecture, which was built to promote speed and efficiency between servers, is especially well-suited to AI workloads with high volumes of data, according to Goldman Sachs.</p><p style=\"text-align: start;\">Beyond AI workloads, Oracle is still seeing growth from companies migrating their data to the cloud, Zelnick said. Investors could be underestimating the growth of Oracle’s non-OCI revenue, he added.</p><p>For ServiceNow, Borges believes the company will be able to grow revenues organically at around 20% annually through 2029. The workflow-management company has developed what it calls an AI Control Tower to provide governance and oversight for AI agents across a company.</p><p style=\"text-align: start;\">“We believe outsized value will accrue in the agent orchestration layer that controls and governs agents across multiple vendors,” putting ServiceNow in a good spot, Borges wrote.</p><p style=\"text-align: start;\">ServiceNow has also ramped up its acquisition strategy recently, announcing plans to buy cybersecurity firm Armis at the end of 2025 to expand its cybersecurity offerings. ServiceNow aims to integrate Armis’ real-time threat intelligence with its automated workflows to proactively reduce security risks. The acquisition could help create “a meaningful new product cycle for ServiceNow” over the next five years, according to Borges.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1334329650.SGD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) SGD-H","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1803068979.SGD":"FTIF - 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Microsoft, Oracle and ServiceNow fall into this category.Over the past year, semiconductor stocks have dramatically outperformed software stocks, with the iShares Semiconductor ETF gaining 52% and the iShares Expanded Tech-Software Sector ETF rising just 8%.However, the next three years will present revenue acceleration opportunities for the above companies, Goldman Sachs analyst Gabriela Borges wrote in a Sunday note. AI could expand the total addressable market for software by roughly 30% through 2037, she added.Goldman Sachs named Microsoft its top pick among AI infrastructure names thanks to its multitude of opportunities to monetize its Azure cloud business. Borges expects Azure to drive revenue estimates higher in 2026 as it capitalizes on a “fungible” capacity, meaning that its data centers can be easily utilized for a variety of different workloads and customers.Beyond its massive cloud infrastructure, Microsoft is cementing its leadership in the software-application layer with the introduction of Agent 365 and Foundry. These products allow customers to build custom AI agents with governance and security controls, making Microsoft a critical player in the “orchestration layer” to manage chatbots, Borges wrote.Analysts at Goldman Sachs and Deutsche Bank both called Oracle a top pick. Deutsche Bank’s Brad Zelnick noted that Oracle’s future deal pipeline has swelled to over $500 billion, making it an industry leader in deploying AI infrastructure at scale.Oracle Cloud Infrastructure, the company’s cloud platform, has hit an “inflection point” thanks to robust demand for AI workloads, Borges wrote. She anticipates that revenue will accelerate in 2026 as the company converts these deals into recognized revenue.Oracle’s unique database architecture, which was built to promote speed and efficiency between servers, is especially well-suited to AI workloads with high volumes of data, according to Goldman Sachs.Beyond AI workloads, Oracle is still seeing growth from companies migrating their data to the cloud, Zelnick said. Investors could be underestimating the growth of Oracle’s non-OCI revenue, he added.For ServiceNow, Borges believes the company will be able to grow revenues organically at around 20% annually through 2029. The workflow-management company has developed what it calls an AI Control Tower to provide governance and oversight for AI agents across a company.“We believe outsized value will accrue in the agent orchestration layer that controls and governs agents across multiple vendors,” putting ServiceNow in a good spot, Borges wrote.ServiceNow has also ramped up its acquisition strategy recently, announcing plans to buy cybersecurity firm Armis at the end of 2025 to expand its cybersecurity offerings. ServiceNow aims to integrate Armis’ real-time threat intelligence with its automated workflows to proactively reduce security risks. The acquisition could help create “a meaningful new product cycle for ServiceNow” over the next five years, according to Borges.","news_type":1,"symbols_score_info":{"ORCL":2.1,"NOW":2.1,"MSFU":2,"SOXX":2,"IGV":2,"MSFL":2,"MSFT":2.1}},"isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":566543797994616,"gmtCreate":1779349467318,"gmtModify":1779349470930,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566543797994616","repostId":"1155579222","repostType":2,"repost":{"id":"1155579222","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1779287563,"share":"https://ttm.financial/m/news/1155579222?lang=en_US&edition=fundamental","pubTime":"2026-05-20 22:32","market":"us","language":"en","title":"Stock Track | Klarna Group Soars 5.02% Intraday on ChatGPT AI App Launch and Worldline Partnership Expansion","url":"https://stock-news.laohu8.com/highlight/detail?id=1155579222","media":"Stock Track","summary":"Klarna Group plc (NYSE:KLAR) saw its stock price soar 5.02% during intraday trading on Wednesday, driven by two significant announcements that highlight the company's growth and innovation...","content":"<p>Klarna Group plc (NYSE:KLAR) saw its stock price soar 5.02% during intraday trading on Wednesday, driven by two significant announcements that highlight the company's growth and innovation strategy.</p><p>The surge follows Klarna's launch of a shopping search application within Microsoft-backed ChatGPT, which provides real-time product discovery during user conversations. The integration connects the artificial intelligence platform to live commerce data spanning more than 100 million products and 400 million merchant listings across 13 markets, allowing consumers to view visual results with current prices, availability, and offers before redirecting them to merchant websites to complete transactions.</p><p>Additionally, Klarna has signed a framework agreement with global payment technology provider Worldline to broaden access to its Buy Now, Pay Later and flexible payment options. This partnership extends Klarna's services from e-commerce into physical retail, making them available at both online and in-store points of sale where Worldline operates, potentially reaching a wider set of merchants and consumers globally.</p>","source":"ai_movement_en","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>Stock Track | Klarna Group Soars 5.02% Intraday on ChatGPT AI App Launch and Worldline Partnership Expansion</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\">\nStock Track | Klarna Group Soars 5.02% Intraday on ChatGPT AI App Launch and Worldline Partnership Expansion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-05-20 22:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Klarna Group plc (NYSE:KLAR) saw its stock price soar 5.02% during intraday trading on Wednesday, driven by two significant announcements that highlight the company's growth and innovation strategy.</p><p>The surge follows Klarna's launch of a shopping search application within Microsoft-backed ChatGPT, which provides real-time product discovery during user conversations. The integration connects the artificial intelligence platform to live commerce data spanning more than 100 million products and 400 million merchant listings across 13 markets, allowing consumers to view visual results with current prices, availability, and offers before redirecting them to merchant websites to complete transactions.</p><p>Additionally, Klarna has signed a framework agreement with global payment technology provider Worldline to broaden access to its Buy Now, Pay Later and flexible payment options. This partnership extends Klarna's services from e-commerce into physical retail, making them available at both online and in-store points of sale where Worldline operates, potentially reaching a wider set of merchants and consumers globally.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KLAR":"Klarna Group plc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155579222","content_text":"Klarna Group plc (NYSE:KLAR) saw its stock price soar 5.02% during intraday trading on Wednesday, driven by two significant announcements that highlight the company's growth and innovation strategy.The surge follows Klarna's launch of a shopping search application within Microsoft-backed ChatGPT, which provides real-time product discovery during user conversations. The integration connects the artificial intelligence platform to live commerce data spanning more than 100 million products and 400 million merchant listings across 13 markets, allowing consumers to view visual results with current prices, availability, and offers before redirecting them to merchant websites to complete transactions.Additionally, Klarna has signed a framework agreement with global payment technology provider Worldline to broaden access to its Buy Now, Pay Later and flexible payment options. This partnership extends Klarna's services from e-commerce into physical retail, making them available at both online and in-store points of sale where Worldline operates, potentially reaching a wider set of merchants and consumers globally.","news_type":1,"symbols_score_info":{"KLAR":1}},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":566248217207824,"gmtCreate":1779277420770,"gmtModify":1779277424541,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566248217207824","repostId":"2636867964","repostType":2,"repost":{"id":"2636867964","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":1779260539,"share":"https://ttm.financial/m/news/2636867964?lang=en_US&edition=fundamental","pubTime":"2026-05-20 15:02","market":"nz","language":"en","title":"Cracks Are Starting to Appear in the Chip Stock Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2636867964","media":"Dow Jones","summary":"Bank of America's monthly report on global fund managers, one of the market's go-to assessments for outlooks on the world of finance, sometimes has a ring of closing the stable door after the horse...","content":"<html><head></head><body><p>Bank of America&#39;s monthly report on global fund managers, one of the market&#39;s go-to assessments for outlooks on the world of finance, sometimes has a ring of closing the stable door after the horse has bolted to its findings.</p><p>That&#39;s even more true today, given the report, which tracks the 200 global fund managers who manage more than half a trillion dollars in global wealth, showed a record rise in equity allocations and a big reduction in overall cash levels as stocks hit a series of all-time highs and the first quarter earnings season showed the biggest gap between forecasts and profits since the Covid pandemic.</p><p>But it also showed a sense of concern among those polled, who see a quick end to the Iran war, a re-opening of the Strait of Hormuz and Federal Reserve rate cuts within the next 12 months, tied to the market&#39;s hottest trade.</p><p>Nearly three quarters of respondents cited &#34;long global semiconductors&#34; as the market&#39;s most-crowded trade, a tally that topped inflationary pressures at around 40%. Added to that concern, the most cited &#34;tail risk&#34; to the market was deemed to be a credit event, which around 34% of those surveyed said could come from artificial intelligence and the hyperscalers.</p><p>That&#39;s worth noting, given that close to two thirds of the S&amp;P 500&#39;s gains since the nadir of late March, which have added around 13% to the benchmark and taken it to a series of all-time highs, have come from the megacap tech trade.</p><p>An index of the so-called Magnificent Seven tech stocks has risen more than 18% since the start of the second quarter, with all-time highs for Apple, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, and Google parent Alphabet. The PHLX semiconductor index, meanwhile, has surged nearly 50% since hitting a year-to-date low on March 30.</p><p>But cracks are starting to appear.</p><p>The semiconductor benchmark traded lower for the third consecutive session on Tuesday, putting its decline from last week&#39;s record high to around 9.8%, dragging the Nasdaq lower amid a surge in Treasury bond yields and worryingly elevated crude prices.</p><p>Intel, one of the sector&#39;s standout performers over the past year, has slumped around 15% over the past week, with Micron Technology Inc. down a similar amount over the past three sessions.</p><p>Software stocks, meanwhile, are staging something of a comeback, with the iShares Expanded Tech-Software Sector ETF rising 8.6% from last week&#39;s low to take its overall gain for the month of May to around 17.6%.</p><p>That still leaves it down 6.6% for the year, however, compared to a 56% advance for the PHLX Semiconductor Index.</p><p>Big moves in the bond market aren&#39;t helping.</p><p>Benchmark 30-year paper traded north of 5.17% in early Tuesday trading, the highest level since 2007, while 10-year notes topped 4.65%, the highest since February of last year.</p><p>Bank of America, in a separate report published Tuesday, noted that the VanEck Semiconductor ETF, which tracks the same stocks in the PHLX Semiconductor Index but uses different weightings, is trading in &#34;an extreme overbought condition&#34; that could signal a near-term slide.</p><p>&#34;With no clear topping pattern or blow-off climax to signal a peak, positioning becomes more tactical. Given the combination of extreme [relative strength index] and exhaustion signals, history suggests watching for bearish reversal candles,&#34; the bank said.</p><p>Nvidia&#39;s first quarter earnings on Wednesday could certainly support the broader semiconductor trade, with the AI chipmaker&#39;s outlook, and commentary on demand, closely-tracked by Wall Street.</p><p>But so will its comments on the chip sector.</p><p>&#34;I think they&#39;re going to be asked, in a number of different ways, to comment on what they&#39;re seeing in some pockets of the semiconductor market that have gone crazy over the last several weeks, specifically memory and CPUs,&#34; said John Belton, portfolio manager at Gabelli Funds.</p><p>With chip stocks now edging closer to correction territory, bond yields testing multi-year highs, oil prices holding north of $110 a barrel and the Fed not in any sort of hurry to cut rates, the market&#39;s hottest trade may be getting overcrowded.</p><p>Whether investors decide to pare back those positions remains to be seen.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cracks Are Starting to Appear in the Chip Stock Rally</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\">\nCracks Are Starting to Appear in the Chip Stock Rally\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\">2026-05-20 15:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Bank of America&#39;s monthly report on global fund managers, one of the market&#39;s go-to assessments for outlooks on the world of finance, sometimes has a ring of closing the stable door after the horse has bolted to its findings.</p><p>That&#39;s even more true today, given the report, which tracks the 200 global fund managers who manage more than half a trillion dollars in global wealth, showed a record rise in equity allocations and a big reduction in overall cash levels as stocks hit a series of all-time highs and the first quarter earnings season showed the biggest gap between forecasts and profits since the Covid pandemic.</p><p>But it also showed a sense of concern among those polled, who see a quick end to the Iran war, a re-opening of the Strait of Hormuz and Federal Reserve rate cuts within the next 12 months, tied to the market&#39;s hottest trade.</p><p>Nearly three quarters of respondents cited &#34;long global semiconductors&#34; as the market&#39;s most-crowded trade, a tally that topped inflationary pressures at around 40%. Added to that concern, the most cited &#34;tail risk&#34; to the market was deemed to be a credit event, which around 34% of those surveyed said could come from artificial intelligence and the hyperscalers.</p><p>That&#39;s worth noting, given that close to two thirds of the S&amp;P 500&#39;s gains since the nadir of late March, which have added around 13% to the benchmark and taken it to a series of all-time highs, have come from the megacap tech trade.</p><p>An index of the so-called Magnificent Seven tech stocks has risen more than 18% since the start of the second quarter, with all-time highs for Apple, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, and Google parent Alphabet. The PHLX semiconductor index, meanwhile, has surged nearly 50% since hitting a year-to-date low on March 30.</p><p>But cracks are starting to appear.</p><p>The semiconductor benchmark traded lower for the third consecutive session on Tuesday, putting its decline from last week&#39;s record high to around 9.8%, dragging the Nasdaq lower amid a surge in Treasury bond yields and worryingly elevated crude prices.</p><p>Intel, one of the sector&#39;s standout performers over the past year, has slumped around 15% over the past week, with Micron Technology Inc. down a similar amount over the past three sessions.</p><p>Software stocks, meanwhile, are staging something of a comeback, with the iShares Expanded Tech-Software Sector ETF rising 8.6% from last week&#39;s low to take its overall gain for the month of May to around 17.6%.</p><p>That still leaves it down 6.6% for the year, however, compared to a 56% advance for the PHLX Semiconductor Index.</p><p>Big moves in the bond market aren&#39;t helping.</p><p>Benchmark 30-year paper traded north of 5.17% in early Tuesday trading, the highest level since 2007, while 10-year notes topped 4.65%, the highest since February of last year.</p><p>Bank of America, in a separate report published Tuesday, noted that the VanEck Semiconductor ETF, which tracks the same stocks in the PHLX Semiconductor Index but uses different weightings, is trading in &#34;an extreme overbought condition&#34; that could signal a near-term slide.</p><p>&#34;With no clear topping pattern or blow-off climax to signal a peak, positioning becomes more tactical. Given the combination of extreme [relative strength index] and exhaustion signals, history suggests watching for bearish reversal candles,&#34; the bank said.</p><p>Nvidia&#39;s first quarter earnings on Wednesday could certainly support the broader semiconductor trade, with the AI chipmaker&#39;s outlook, and commentary on demand, closely-tracked by Wall Street.</p><p>But so will its comments on the chip sector.</p><p>&#34;I think they&#39;re going to be asked, in a number of different ways, to comment on what they&#39;re seeing in some pockets of the semiconductor market that have gone crazy over the last several weeks, specifically memory and CPUs,&#34; said John Belton, portfolio manager at Gabelli Funds.</p><p>With chip stocks now edging closer to correction territory, bond yields testing multi-year highs, oil prices holding north of $110 a barrel and the Fed not in any sort of hurry to cut rates, the market&#39;s hottest trade may be getting overcrowded.</p><p>Whether investors decide to pare back those positions remains to be seen.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"07788":"南方两倍做多英伟达","LU0795875169.SGD":"JPMorgan Investment Funds - 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ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4566":"资本集团","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4505":"高瓴资本持仓","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2636867964","content_text":"Bank of America's monthly report on global fund managers, one of the market's go-to assessments for outlooks on the world of finance, sometimes has a ring of closing the stable door after the horse has bolted to its findings.That's even more true today, given the report, which tracks the 200 global fund managers who manage more than half a trillion dollars in global wealth, showed a record rise in equity allocations and a big reduction in overall cash levels as stocks hit a series of all-time highs and the first quarter earnings season showed the biggest gap between forecasts and profits since the Covid pandemic.But it also showed a sense of concern among those polled, who see a quick end to the Iran war, a re-opening of the Strait of Hormuz and Federal Reserve rate cuts within the next 12 months, tied to the market's hottest trade.Nearly three quarters of respondents cited \"long global semiconductors\" as the market's most-crowded trade, a tally that topped inflationary pressures at around 40%. Added to that concern, the most cited \"tail risk\" to the market was deemed to be a credit event, which around 34% of those surveyed said could come from artificial intelligence and the hyperscalers.That's worth noting, given that close to two thirds of the S&P 500's gains since the nadir of late March, which have added around 13% to the benchmark and taken it to a series of all-time highs, have come from the megacap tech trade.An index of the so-called Magnificent Seven tech stocks has risen more than 18% since the start of the second quarter, with all-time highs for Apple, Nvidia, and Google parent Alphabet. The PHLX semiconductor index, meanwhile, has surged nearly 50% since hitting a year-to-date low on March 30.But cracks are starting to appear.The semiconductor benchmark traded lower for the third consecutive session on Tuesday, putting its decline from last week's record high to around 9.8%, dragging the Nasdaq lower amid a surge in Treasury bond yields and worryingly elevated crude prices.Intel, one of the sector's standout performers over the past year, has slumped around 15% over the past week, with Micron Technology Inc. down a similar amount over the past three sessions.Software stocks, meanwhile, are staging something of a comeback, with the iShares Expanded Tech-Software Sector ETF rising 8.6% from last week's low to take its overall gain for the month of May to around 17.6%.That still leaves it down 6.6% for the year, however, compared to a 56% advance for the PHLX Semiconductor Index.Big moves in the bond market aren't helping.Benchmark 30-year paper traded north of 5.17% in early Tuesday trading, the highest level since 2007, while 10-year notes topped 4.65%, the highest since February of last year.Bank of America, in a separate report published Tuesday, noted that the VanEck Semiconductor ETF, which tracks the same stocks in the PHLX Semiconductor Index but uses different weightings, is trading in \"an extreme overbought condition\" that could signal a near-term slide.\"With no clear topping pattern or blow-off climax to signal a peak, positioning becomes more tactical. Given the combination of extreme [relative strength index] and exhaustion signals, history suggests watching for bearish reversal candles,\" the bank said.Nvidia's first quarter earnings on Wednesday could certainly support the broader semiconductor trade, with the AI chipmaker's outlook, and commentary on demand, closely-tracked by Wall Street.But so will its comments on the chip sector.\"I think they're going to be asked, in a number of different ways, to comment on what they're seeing in some pockets of the semiconductor market that have gone crazy over the last several weeks, specifically memory and CPUs,\" said John Belton, portfolio manager at Gabelli Funds.With chip stocks now edging closer to correction territory, bond yields testing multi-year highs, oil prices holding north of $110 a barrel and the Fed not in any sort of hurry to cut rates, the market's hottest trade may be getting overcrowded.Whether investors decide to pare back those positions remains to be seen.","news_type":1,"symbols_score_info":{"FTXL":0.61,"SMH":1.84,"NVDB":0.6,"CHPS":0.61,"NVD":0.6,"INTC":1.89,"USD":0.61,"TEKX":0.61,"SOXQ":0.61,"NVDY":0.6,"PSI":0.61,"LINT":0.6,"NVDQ":0.6,"NVDL":0.6,"NVYY":0.6,"INTW":0.6,"NVDS":0.6,"SMHX":0.61,"SOXX":0.61,"NVDG":0.6,"NVDO":0.6,"GOOGL":1.85,"NVDA":1.92,"07788":0.6,"NVDX":0.6,"SOXY":0.61,"NVDU":0.6,"SSG":0.61,"MAGY":0.61,"07388":0.6,"NVDW":0.6,"XSD":0.61,"CHPY":0.61,"NVDD":0.6,"SOXS":0.61,"ANV":0.6,"NVII":0.6,"SOXL":0.61,"DIPS":0.6}},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":445542671057008,"gmtCreate":1749797342356,"gmtModify":1749797344047,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/445542671057008","repostId":"445120653000832","repostType":1,"repost":{"id":445120653000832,"gmtCreate":1749696861790,"gmtModify":1749721465867,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> ⚠️ Heavy put flow, RSI scraping the floor, and compression beneath the 200-day moving average. Is Apple about to snap back harder than the market expects? 🍏📉🤖 Apple’s Strategic Silence: Unpacking $AAPL’s Coiled Potential in a Noisy Market 🤖📉🍏 I’ve been diving deep into Apple’s current setup, and what strikes me isn’t the surface-level pressure on the stock, it’s the quiet tension beneath it. The price is hovering at $199.10 as of 12Jun25, 🇳🇿NZST, and while the market’s buzzing with bearish chatter, I see something different: a stock coiling, not crumbling. This isn’t about gut feelings or hype, it’s about the data, the patterns, and the broader forces at play. Let me walk you through what I’m seeing, blending technical precision, mac","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> ⚠️ Heavy put flow, RSI scraping the floor, and compression beneath the 200-day moving average. Is Apple about to snap back harder than the market expects? 🍏📉🤖 Apple’s Strategic Silence: Unpacking $AAPL’s Coiled Potential in a Noisy Market 🤖📉🍏 I’ve been diving deep into Apple’s current setup, and what strikes me isn’t the surface-level pressure on the stock, it’s the quiet tension beneath it. The price is hovering at $199.10 as of 12Jun25, 🇳🇿NZST, and while the market’s buzzing with bearish chatter, I see something different: a stock coiling, not crumbling. This isn’t about gut feelings or hype, it’s about the data, the patterns, and the broader forces at play. Let me walk you through what I’m seeing, blending technical precision, mac","text":"$Apple(AAPL)$ ⚠️ Heavy put flow, RSI scraping the floor, and compression beneath the 200-day moving average. Is Apple about to snap back harder than the market expects? 🍏📉🤖 Apple’s Strategic Silence: Unpacking $AAPL’s Coiled Potential in a Noisy Market 🤖📉🍏 I’ve been diving deep into Apple’s current setup, and what strikes me isn’t the surface-level pressure on the stock, it’s the quiet tension beneath it. The price is hovering at $199.10 as of 12Jun25, 🇳🇿NZST, and while the market’s buzzing with bearish chatter, I see something different: a stock coiling, not crumbling. This isn’t about gut feelings or hype, it’s about the data, the patterns, and the broader forces at play. Let me walk you through what I’m seeing, blending technical precision, mac","images":[{"img":"https://community-static.tradeup.com/news/ab8df101c2192701eb58f81ac72662f4","width":"1118","height":"498"},{"img":"https://community-static.tradeup.com/news/7819c2b44f626c211ea946bed60ab6a2","width":"660","height":"429"},{"img":"https://community-static.tradeup.com/news/2ba40645a403a73fe47c3ec531b8a16e","width":"1116","height":"1099"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/445120653000832","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":566011219771616,"gmtCreate":1779219439273,"gmtModify":1779219442839,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566011219771616","repostId":"565981422162360","repostType":1,"repost":{"id":565981422162360,"gmtCreate":1779190443964,"gmtModify":1779213600315,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"Sell in May Back? Walsh Tooks Fed, NVDA Reports Tomorrow: Add or Trim?","htmlText":"Monday: <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> -8%, <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> -11%, <a href=\"https://ttm.financial/S/LITE\">$Lumentum(LITE)$</a> -9.3%, <a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$</a> -8.1% — AI photonics and storage getting hit. $NVDA$ pulled back from the $235 high to $222.32, extending lower pre-market to $220.98. Three variables are hanging over the market simultaneously this week: the Sell in May narrative is playing out, a new Fed chair just took office, and NVDA reports tomorrow night. What is Monday's selloff telling us? May is structurally a high-pressure month — end-of-quarter repositioning, late earnings season, summer liquidity compression. The \"Sell in May\" narrative tends to self-fulfill. But in","listText":"Monday: <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> -8%, <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> -11%, <a href=\"https://ttm.financial/S/LITE\">$Lumentum(LITE)$</a> -9.3%, <a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$</a> -8.1% — AI photonics and storage getting hit. $NVDA$ pulled back from the $235 high to $222.32, extending lower pre-market to $220.98. Three variables are hanging over the market simultaneously this week: the Sell in May narrative is playing out, a new Fed chair just took office, and NVDA reports tomorrow night. What is Monday's selloff telling us? May is structurally a high-pressure month — end-of-quarter repositioning, late earnings season, summer liquidity compression. The \"Sell in May\" narrative tends to self-fulfill. But in","text":"Monday: $SanDisk Corp.(SNDK)$ -8%, $NEBIUS(NBIS)$ -11%, $Lumentum(LITE)$ -9.3%, $Corning(GLW)$ -8.1% — AI photonics and storage getting hit. $NVDA$ pulled back from the $235 high to $222.32, extending lower pre-market to $220.98. Three variables are hanging over the market simultaneously this week: the Sell in May narrative is playing out, a new Fed chair just took office, and NVDA reports tomorrow night. What is Monday's selloff telling us? May is structurally a high-pressure month — end-of-quarter repositioning, late earnings season, summer liquidity compression. The \"Sell in May\" narrative tends to self-fulfill. But in","images":[{"img":"https://community-static.tradeup.com/news/440562db210086f322c1b76981c601a2"},{"img":"https://community-static.tradeup.com/news/ece7dbd33d25f8c11999288eec0ceb49"},{"img":"https://community-static.tradeup.com/news/efed870139aca6eb8c1263d83a2f4ac4"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/565981422162360","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":565483458016216,"gmtCreate":1779090703660,"gmtModify":1779090705857,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/565483458016216","repostId":"1197324019","repostType":2,"repost":{"id":"1197324019","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1779087926,"share":"https://ttm.financial/m/news/1197324019?lang=en_US&edition=fundamental","pubTime":"2026-05-18 15:05","market":"us","language":"en","title":"How Much Will SpaceX Stock Be Worth by 2030? Here's What History Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1197324019","media":"Tiger Newspress","summary":"With whispers of a valuation approaching $2 trillion, SpaceX stands on the precipice of potentially the largest initial public offering in history. Yet forecasting the company's stock price at 2030...","content":"<html><head></head><body><p>With whispers of a valuation approaching $2 trillion, SpaceX stands on the precipice of potentially the largest initial public offering in history. Yet forecasting the company&#39;s stock price at 2030 feels more like an astrology project than astute financial analysis. SpaceX must overcome regulatory hurdles and make significant technological leaps over the next few years to meet investors&#39; sky-high expectations.</p><p>Let&#39;s explore where SpaceX stands today, detail the company&#39;s vast opportunities, and examine some sobering lessons from recent high-profile IPOs.</p><h2 id=\"id_1117431833\" style=\"text-align: inherit;\">Putting SpaceX&#39;s valuation into perspective</h2><p style=\"text-align: start;\">Let&#39;s take a look at SpaceX&#39;s valuation trajectory over the last couple of years:</p><ul style=\"\"><li><p>In late 2024, SpaceX bought back shares from employees for $185 each. This secondary share deal valued the company at $350 billion.</p></li><li><p>About one year later, a tender offer pushed the company&#39;s worth to $800 billion by December 2025.</p></li><li><p>Earlier this year, SpaceX merged with xAI in a $1.25 trillion transaction.</p></li><li><p>Most recently, shares of SpaceX hit a valuation of $1.5 trillion on Forge Global&#39;s private market trading platform.</p></li></ul><p>The company is reportedly eying an IPO valuation between $1.75 trillion and $2 trillion. For context, the company would be valued higher than <strong>Walmart</strong>, <strong>Samsung</strong>, <strong>Meta Platforms</strong>, and <strong>Tesla</strong> at the high end of this range.</p><p style=\"text-align: start;\">Given SpaceX&#39;s S-1 filing remains confidential, investors have only estimates of the company&#39;s revenue and profitability. Some analysts estimate that SpaceX generated between $15 and $16 billion in revenue last year, while others put the company&#39;s top line closer to $18 billion. Regardless of the precise sales figure, SpaceX&#39;s IPO valuation implies a price-to-sales (P/S) multiple exceeding 100.</p><h2 id=\"id_3604896790\" style=\"text-align: inherit;\">Separating SpaceX&#39;s actual business from its lofty goals</h2><p>SpaceX currently operates two proven segments with a third, transformative one taking shape. The company&#39;s reusable rockets reduce launch costs by orders of magnitude, helping SpaceX capture lucrative contracts across commercial and government sectors. Meanwhile, Starlink has evolved from a niche connectivity provider into a global broadband network.</p><p>The real multiplier for SpaceX is artificial intelligence (AI). The company is increasingly marketing itself as an orbital AI infrastructure provider -- leveraging Starlink&#39;s network and Starship&#39;s launch capacity to deploy data centers in space.</p><p>The pitch looks compelling on the surface: Orbital compute can sidestep Earth&#39;s power grid and cooling bottlenecks, offering greater scale for training and inference workloads. Reports claim that SpaceX estimates its total addressable market to be around $28 trillion, with the vast majority tied to enterprise AI.</p><h2 id=\"id_3801472618\" style=\"text-align: inherit;\">These technology IPOs might be a good proxy for SpaceX&#39;s fate</h2><p style=\"text-align: start;\">After a direct listing in 2020, <strong>Palantir Technologies</strong> (NASDAQ: PLTR) faced loads of skepticism over its lumpy, government-heavy revenue and recurring operating losses. A strategic pivot toward commercial AI applications fueled top-line growth and helped widen profit margins. Since bottoming at around $6 per share in 2022, Palantir stock has gained more than 2,100%.</p><p style=\"text-align: start;\"><strong>Snowflake</strong> (NYSE: SNOW) followed a completely different arc. Its 2020 IPO popped dramatically on the first day of trading. Ultimately, it surrendered these gains due to a high-interest-rate environment and normalized growth rates. Investors who bought near the peak remain in the red years later.</p><p>Most recently, <strong>Figma</strong> (NYSE: FIG) and <strong>Cerebras Systems</strong> (NASDAQ: CBRS) delivered outsize first-day surges driven by enthusiasm across high-growth software and next-generation chip architectures. Figma&#39;s momentum eventually settled into a more measured trajectory, with shares now hovering well below their level in early trading days. For now, it&#39;s too early to tell if Cerebras stock will maintain its premium as the company works to convert backlog from OpenAI and <strong>Amazon</strong> Web Services into durable revenue against larger chip rivals.</p><p>History shows that high-profile IPOs generally come with immediate hype and valuation premiums that are driven by narrative. These frothy valuations can persist if business fundamentals compound rapidly and execution matches the growth story -- as with Palantir.</p><p style=\"text-align: start;\">More often, however, IPO stocks erode in the first year after lockups expire, as actual quarterly performance replaces inspiring rhetoric. SpaceX enters the public markets under immense scrutiny. Its IPO will almost certainly price shares at a premium, reflecting the assumed synergies between AI and the final frontier. But the company&#39;s valuation in 2030 remains anyone&#39;s guess.</p><p style=\"text-align: start;\">Maintaining a trillion-dollar profile will require Starlink to scale to serve tens of millions of users, Starship to achieve routine launches, and orbital AI to evolve from an interesting concept into a revenue-generating business. Execution delays, geopolitical tensions over orbital routes, dependence on Elon Musk, and the possibility that AI compute economics favor ground-based solutions are all genuine risks for SpaceX.</p><p>Buying SpaceX at its IPO price requires accepting extreme valuation and volatility risk. A single missed milestone or change in perception could easily trigger a steep correction that lasts several years. Meanwhile, flawless execution from Musk and his team could mint generational wealth. While the stars are within reach, the journey will undoubtedly test even the most patient investors.</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>How Much Will SpaceX Stock Be Worth by 2030? Here's What History Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow Much Will SpaceX Stock Be Worth by 2030? Here's What History Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-05-18 15:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With whispers of a valuation approaching $2 trillion, SpaceX stands on the precipice of potentially the largest initial public offering in history. Yet forecasting the company&#39;s stock price at 2030 feels more like an astrology project than astute financial analysis. SpaceX must overcome regulatory hurdles and make significant technological leaps over the next few years to meet investors&#39; sky-high expectations.</p><p>Let&#39;s explore where SpaceX stands today, detail the company&#39;s vast opportunities, and examine some sobering lessons from recent high-profile IPOs.</p><h2 id=\"id_1117431833\" style=\"text-align: inherit;\">Putting SpaceX&#39;s valuation into perspective</h2><p style=\"text-align: start;\">Let&#39;s take a look at SpaceX&#39;s valuation trajectory over the last couple of years:</p><ul style=\"\"><li><p>In late 2024, SpaceX bought back shares from employees for $185 each. This secondary share deal valued the company at $350 billion.</p></li><li><p>About one year later, a tender offer pushed the company&#39;s worth to $800 billion by December 2025.</p></li><li><p>Earlier this year, SpaceX merged with xAI in a $1.25 trillion transaction.</p></li><li><p>Most recently, shares of SpaceX hit a valuation of $1.5 trillion on Forge Global&#39;s private market trading platform.</p></li></ul><p>The company is reportedly eying an IPO valuation between $1.75 trillion and $2 trillion. For context, the company would be valued higher than <strong>Walmart</strong>, <strong>Samsung</strong>, <strong>Meta Platforms</strong>, and <strong>Tesla</strong> at the high end of this range.</p><p style=\"text-align: start;\">Given SpaceX&#39;s S-1 filing remains confidential, investors have only estimates of the company&#39;s revenue and profitability. Some analysts estimate that SpaceX generated between $15 and $16 billion in revenue last year, while others put the company&#39;s top line closer to $18 billion. Regardless of the precise sales figure, SpaceX&#39;s IPO valuation implies a price-to-sales (P/S) multiple exceeding 100.</p><h2 id=\"id_3604896790\" style=\"text-align: inherit;\">Separating SpaceX&#39;s actual business from its lofty goals</h2><p>SpaceX currently operates two proven segments with a third, transformative one taking shape. The company&#39;s reusable rockets reduce launch costs by orders of magnitude, helping SpaceX capture lucrative contracts across commercial and government sectors. Meanwhile, Starlink has evolved from a niche connectivity provider into a global broadband network.</p><p>The real multiplier for SpaceX is artificial intelligence (AI). The company is increasingly marketing itself as an orbital AI infrastructure provider -- leveraging Starlink&#39;s network and Starship&#39;s launch capacity to deploy data centers in space.</p><p>The pitch looks compelling on the surface: Orbital compute can sidestep Earth&#39;s power grid and cooling bottlenecks, offering greater scale for training and inference workloads. Reports claim that SpaceX estimates its total addressable market to be around $28 trillion, with the vast majority tied to enterprise AI.</p><h2 id=\"id_3801472618\" style=\"text-align: inherit;\">These technology IPOs might be a good proxy for SpaceX&#39;s fate</h2><p style=\"text-align: start;\">After a direct listing in 2020, <strong>Palantir Technologies</strong> (NASDAQ: PLTR) faced loads of skepticism over its lumpy, government-heavy revenue and recurring operating losses. A strategic pivot toward commercial AI applications fueled top-line growth and helped widen profit margins. Since bottoming at around $6 per share in 2022, Palantir stock has gained more than 2,100%.</p><p style=\"text-align: start;\"><strong>Snowflake</strong> (NYSE: SNOW) followed a completely different arc. Its 2020 IPO popped dramatically on the first day of trading. Ultimately, it surrendered these gains due to a high-interest-rate environment and normalized growth rates. Investors who bought near the peak remain in the red years later.</p><p>Most recently, <strong>Figma</strong> (NYSE: FIG) and <strong>Cerebras Systems</strong> (NASDAQ: CBRS) delivered outsize first-day surges driven by enthusiasm across high-growth software and next-generation chip architectures. Figma&#39;s momentum eventually settled into a more measured trajectory, with shares now hovering well below their level in early trading days. For now, it&#39;s too early to tell if Cerebras stock will maintain its premium as the company works to convert backlog from OpenAI and <strong>Amazon</strong> Web Services into durable revenue against larger chip rivals.</p><p>History shows that high-profile IPOs generally come with immediate hype and valuation premiums that are driven by narrative. These frothy valuations can persist if business fundamentals compound rapidly and execution matches the growth story -- as with Palantir.</p><p style=\"text-align: start;\">More often, however, IPO stocks erode in the first year after lockups expire, as actual quarterly performance replaces inspiring rhetoric. SpaceX enters the public markets under immense scrutiny. Its IPO will almost certainly price shares at a premium, reflecting the assumed synergies between AI and the final frontier. But the company&#39;s valuation in 2030 remains anyone&#39;s guess.</p><p style=\"text-align: start;\">Maintaining a trillion-dollar profile will require Starlink to scale to serve tens of millions of users, Starship to achieve routine launches, and orbital AI to evolve from an interesting concept into a revenue-generating business. Execution delays, geopolitical tensions over orbital routes, dependence on Elon Musk, and the possibility that AI compute economics favor ground-based solutions are all genuine risks for SpaceX.</p><p>Buying SpaceX at its IPO price requires accepting extreme valuation and volatility risk. A single missed milestone or change in perception could easily trigger a steep correction that lasts several years. Meanwhile, flawless execution from Musk and his team could mint generational wealth. While the stars are within reach, the journey will undoubtedly test even the most patient investors.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DXYZ":"Destiny Tech100 Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197324019","content_text":"With whispers of a valuation approaching $2 trillion, SpaceX stands on the precipice of potentially the largest initial public offering in history. Yet forecasting the company's stock price at 2030 feels more like an astrology project than astute financial analysis. SpaceX must overcome regulatory hurdles and make significant technological leaps over the next few years to meet investors' sky-high expectations.Let's explore where SpaceX stands today, detail the company's vast opportunities, and examine some sobering lessons from recent high-profile IPOs.Putting SpaceX's valuation into perspectiveLet's take a look at SpaceX's valuation trajectory over the last couple of years:In late 2024, SpaceX bought back shares from employees for $185 each. This secondary share deal valued the company at $350 billion.About one year later, a tender offer pushed the company's worth to $800 billion by December 2025.Earlier this year, SpaceX merged with xAI in a $1.25 trillion transaction.Most recently, shares of SpaceX hit a valuation of $1.5 trillion on Forge Global's private market trading platform.The company is reportedly eying an IPO valuation between $1.75 trillion and $2 trillion. For context, the company would be valued higher than Walmart, Samsung, Meta Platforms, and Tesla at the high end of this range.Given SpaceX's S-1 filing remains confidential, investors have only estimates of the company's revenue and profitability. Some analysts estimate that SpaceX generated between $15 and $16 billion in revenue last year, while others put the company's top line closer to $18 billion. Regardless of the precise sales figure, SpaceX's IPO valuation implies a price-to-sales (P/S) multiple exceeding 100.Separating SpaceX's actual business from its lofty goalsSpaceX currently operates two proven segments with a third, transformative one taking shape. The company's reusable rockets reduce launch costs by orders of magnitude, helping SpaceX capture lucrative contracts across commercial and government sectors. Meanwhile, Starlink has evolved from a niche connectivity provider into a global broadband network.The real multiplier for SpaceX is artificial intelligence (AI). The company is increasingly marketing itself as an orbital AI infrastructure provider -- leveraging Starlink's network and Starship's launch capacity to deploy data centers in space.The pitch looks compelling on the surface: Orbital compute can sidestep Earth's power grid and cooling bottlenecks, offering greater scale for training and inference workloads. Reports claim that SpaceX estimates its total addressable market to be around $28 trillion, with the vast majority tied to enterprise AI.These technology IPOs might be a good proxy for SpaceX's fateAfter a direct listing in 2020, Palantir Technologies (NASDAQ: PLTR) faced loads of skepticism over its lumpy, government-heavy revenue and recurring operating losses. A strategic pivot toward commercial AI applications fueled top-line growth and helped widen profit margins. Since bottoming at around $6 per share in 2022, Palantir stock has gained more than 2,100%.Snowflake (NYSE: SNOW) followed a completely different arc. Its 2020 IPO popped dramatically on the first day of trading. Ultimately, it surrendered these gains due to a high-interest-rate environment and normalized growth rates. Investors who bought near the peak remain in the red years later.Most recently, Figma (NYSE: FIG) and Cerebras Systems (NASDAQ: CBRS) delivered outsize first-day surges driven by enthusiasm across high-growth software and next-generation chip architectures. Figma's momentum eventually settled into a more measured trajectory, with shares now hovering well below their level in early trading days. For now, it's too early to tell if Cerebras stock will maintain its premium as the company works to convert backlog from OpenAI and Amazon Web Services into durable revenue against larger chip rivals.History shows that high-profile IPOs generally come with immediate hype and valuation premiums that are driven by narrative. These frothy valuations can persist if business fundamentals compound rapidly and execution matches the growth story -- as with Palantir.More often, however, IPO stocks erode in the first year after lockups expire, as actual quarterly performance replaces inspiring rhetoric. SpaceX enters the public markets under immense scrutiny. Its IPO will almost certainly price shares at a premium, reflecting the assumed synergies between AI and the final frontier. But the company's valuation in 2030 remains anyone's guess.Maintaining a trillion-dollar profile will require Starlink to scale to serve tens of millions of users, Starship to achieve routine launches, and orbital AI to evolve from an interesting concept into a revenue-generating business. Execution delays, geopolitical tensions over orbital routes, dependence on Elon Musk, and the possibility that AI compute economics favor ground-based solutions are all genuine risks for SpaceX.Buying SpaceX at its IPO price requires accepting extreme valuation and volatility risk. A single missed milestone or change in perception could easily trigger a steep correction that lasts several years. Meanwhile, flawless execution from Musk and his team could mint generational wealth. While the stars are within reach, the journey will undoubtedly test even the most patient investors.","news_type":1,"symbols_score_info":{"DXYZ":2}},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":563699255788568,"gmtCreate":1778654998864,"gmtModify":1778655002834,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/563699255788568","repostId":"563505789350192","repostType":1,"repost":{"id":563505789350192,"gmtCreate":1778594021304,"gmtModify":1778628600073,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"Find the Next SanDisk! SpaceX IPO Sprinting, Are Space Stocks the Chosen One?","htmlText":"SpaceX IPO officially enters the final countdown; listing expected in June with valuation reaching $1.75 to $2 trillion, poised to become the largest IPO in history. The biggest highlight of this offering is the retail allocation, which could reach as high as 30%—far exceeding industry norms. Space stock earnings recently diverged: <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> soared, <a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a> plummeted 1. <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> — +11.3% \"Fundamental reversal confirmed.\" Revenue $200.3M (+63.4% YoY), exceeding Goldman Sachs' expectations by +11.8%; Order backlog $2.22B, single-quarter QoQ +20%, YoY +108%, a doubling; Space Systems revenue +57% YoY,","listText":"SpaceX IPO officially enters the final countdown; listing expected in June with valuation reaching $1.75 to $2 trillion, poised to become the largest IPO in history. The biggest highlight of this offering is the retail allocation, which could reach as high as 30%—far exceeding industry norms. Space stock earnings recently diverged: <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> soared, <a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a> plummeted 1. <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> — +11.3% \"Fundamental reversal confirmed.\" Revenue $200.3M (+63.4% YoY), exceeding Goldman Sachs' expectations by +11.8%; Order backlog $2.22B, single-quarter QoQ +20%, YoY +108%, a doubling; Space Systems revenue +57% YoY,","text":"SpaceX IPO officially enters the final countdown; listing expected in June with valuation reaching $1.75 to $2 trillion, poised to become the largest IPO in history. The biggest highlight of this offering is the retail allocation, which could reach as high as 30%—far exceeding industry norms. Space stock earnings recently diverged: $Rocket Lab USA, Inc.(RKLB)$ soared, $AST SpaceMobile, Inc.(ASTS)$ plummeted 1. $Rocket Lab USA, Inc.(RKLB)$ — +11.3% \"Fundamental reversal confirmed.\" Revenue $200.3M (+63.4% YoY), exceeding Goldman Sachs' expectations by +11.8%; Order backlog $2.22B, single-quarter QoQ +20%, YoY +108%, a doubling; Space Systems revenue +57% YoY,","images":[{"img":"https://community-static.tradeup.com/news/bb58a133c6a7aed730d6d1ba2f83a36f"},{"img":"https://community-static.tradeup.com/news/49a5b0510a0711432281387cd6535798"},{"img":"https://community-static.tradeup.com/news/135fc472aa85faf4cdbcc2849b17dce3"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/563505789350192","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":563404874457256,"gmtCreate":1778583203610,"gmtModify":1778583207323,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/563404874457256","repostId":"2634439290","repostType":2,"repost":{"id":"2634439290","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":1778582280,"share":"https://ttm.financial/m/news/2634439290?lang=en_US&edition=fundamental","pubTime":"2026-05-12 18:38","market":"sg","language":"en","title":"Why High Oil Prices Are a Time Bomb for the Tech-Led Rally -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2634439290","media":"Dow Jones","summary":"Stocks are bumping their head on the ceiling of a soaring spring advance, and could be set for a drop over the coming weeks as oil prices remain elevated and inflation gauges show damage from the U.S. war with Iran.The narrow nature of the rally, which saw five stocks -- Nvidia, Micron, Apple, AMD, and Intel -- drive nearly three-quarters of the S&P 500's 2.3% advance last week, is starting to worry some investors heading into Tuesday's April inflation reading and the continuing stalemate between Washington and Tehran.The S&P 500 has powered nearly 13.5% higher since the start of April, and hit a fresh all-time high of 7412 points last night, while the Nasdaq extended its monthly gain to 5.5% with a record close on Monday.Semiconductor stocks, meanwhile, are having their best year since 2009 in just four calendar months, with the PHLX benchmark rising more than 70% from the end of December and nearly 60% since the start of the second quarter.\"A prolonged closure would likely shift the ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Martin Baccardax \n</p>\n<p>\n  Stocks are bumping their head on the ceiling of a soaring spring advance, and could be set for a drop over the coming weeks as oil prices remain elevated and inflation gauges show damage from the U.S. war with Iran. \n</p>\n<p>\n  The narrow nature of the rally, which saw five stocks -- <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Micron, Apple, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, and Intel -- drive nearly three-quarters of the S&amp;P 500's 2.3% advance last week, is starting to worry some investors heading into Tuesday's April inflation reading and the continuing stalemate between Washington and Tehran. \n</p>\n<p>\n  The S&amp;P 500 has powered nearly 13.5% higher since the start of April, and hit a fresh all-time high of 7412 points last night, while the Nasdaq extended its monthly gain to 5.5% with a record close on Monday. \n</p>\n<p>\n  Semiconductor stocks, meanwhile, are having their best year since 2009 in just four calendar months, with the PHLX benchmark rising more than 70% from the end of December and nearly 60% since the start of the second quarter. \n</p>\n<p>\n  But the tech-led nature of the gains, alongside the recent surge in global crude prices and the last of the major quarterly earnings reports due over the next two weeks, suggests stocks might be ready for a pullback heading into the final stretch of the second quarter. \n</p>\n<p>\n  \"The market is overdue for a pause, and that wouldn't be a bad thing,\" said Mark Hackett, chief market strategist at Nationwide. \"Even with higher oil prices, rising yields, and weak sentiment data, the market has remained resilient, which underscores how powerful the earnings and AI-driven momentum remains beneath the surface.\" \n</p>\n<p>\n  \"But after a six-week rally and a sharp rebound off the March lows, some sideways churn would help cool expectations and rebuild a healthier foundation for the next move higher,\" he added. \n</p>\n<p>\n  The combined factors that powered the springtime rally, including a much stronger-than-expected first-quarter earnings, a slowdown in oil prices, and hopes for a lasting truce in the war with Iran, are all starting to fade. \n</p>\n<p>\n  Global crude prices crept higher again on Tuesday, with Brent contracts for July delivery rising another 3.3% to $107.50 a barrel, as peace talks between the U.S. and Iran remain \"on life support,\" according to President Donald Trump. \n</p>\n<p>\n  Stocks, meanwhile, are set for a modestly weaker open, with the S&amp;P 500 called 22 points lower and the Nasdaq priced for a 200 point decline. \n</p>\n<p>\n  That dichotomy of rising crude and soaring U.S. stocks, however, doesn't faze Jean Boivin, who heads BlackRock's Investment Institute. \n</p>\n<p>\n  \"The AI buildout is offsetting the shock's drag on growth, while energy markets still appear to be pricing eventual reopening of the Strait or Hormuz,\" he said, adding that he's \"pro-risk\" for the moment, but watching moves in the U.S. Treasury market. \n</p>\n<p>\n  He notes, however, an important caveat: \"this stance is dependent on eventual normalization in the Strait of Hormuz.\" \n</p>\n<p>\n  \"A prolonged closure would likely shift the balance,\" he added. \"It would lift inflation and rates enough to start weighing on valuations and tighten financial conditions, ultimately challenging both risk assets and the pace of the AI buildout.\" \n</p>\n<p>\n  But it's also worth noting that the S&amp;P 500 is also trading at the highest levels to its 50-day moving average, a key barometer for investor sentiment, since August of 2022, according to Adam Turnquist, chief technical strategist at LPL Financial. \n</p>\n<p>\n  Broader market breadth, meanwhile, has weakened since the early-April boom, with megacap stocks powering the broader bull market trend. That is starting to worry investors over the likelihood of a near-term retreat. \n</p>\n<p>\n  \"The strong recovery has pushed prices to elevated levels and signs of overbought conditions are emerging, suggesting stocks could be due for a near-term pause or pullback,\" he said. \n</p>\n<p>\n  Turnquist, however, sees this as second chance to enter into a longer bull market phase, \"supported by a foundation of solid technical trends and underlying fundamental strength.\" \n</p>\n<p>\n  Write to Martin Baccardax at martin.baccardax@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 12, 2026 06:38 ET (10:38 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why High Oil Prices Are a Time Bomb for the Tech-Led Rally -- Barrons.com</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy High Oil Prices Are a Time Bomb for the Tech-Led Rally -- Barrons.com\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\">2026-05-12 18:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Martin Baccardax \n</p>\n<p>\n  Stocks are bumping their head on the ceiling of a soaring spring advance, and could be set for a drop over the coming weeks as oil prices remain elevated and inflation gauges show damage from the U.S. war with Iran. \n</p>\n<p>\n  The narrow nature of the rally, which saw five stocks -- <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Micron, Apple, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, and Intel -- drive nearly three-quarters of the S&amp;P 500's 2.3% advance last week, is starting to worry some investors heading into Tuesday's April inflation reading and the continuing stalemate between Washington and Tehran. \n</p>\n<p>\n  The S&amp;P 500 has powered nearly 13.5% higher since the start of April, and hit a fresh all-time high of 7412 points last night, while the Nasdaq extended its monthly gain to 5.5% with a record close on Monday. \n</p>\n<p>\n  Semiconductor stocks, meanwhile, are having their best year since 2009 in just four calendar months, with the PHLX benchmark rising more than 70% from the end of December and nearly 60% since the start of the second quarter. \n</p>\n<p>\n  But the tech-led nature of the gains, alongside the recent surge in global crude prices and the last of the major quarterly earnings reports due over the next two weeks, suggests stocks might be ready for a pullback heading into the final stretch of the second quarter. \n</p>\n<p>\n  \"The market is overdue for a pause, and that wouldn't be a bad thing,\" said Mark Hackett, chief market strategist at Nationwide. \"Even with higher oil prices, rising yields, and weak sentiment data, the market has remained resilient, which underscores how powerful the earnings and AI-driven momentum remains beneath the surface.\" \n</p>\n<p>\n  \"But after a six-week rally and a sharp rebound off the March lows, some sideways churn would help cool expectations and rebuild a healthier foundation for the next move higher,\" he added. \n</p>\n<p>\n  The combined factors that powered the springtime rally, including a much stronger-than-expected first-quarter earnings, a slowdown in oil prices, and hopes for a lasting truce in the war with Iran, are all starting to fade. \n</p>\n<p>\n  Global crude prices crept higher again on Tuesday, with Brent contracts for July delivery rising another 3.3% to $107.50 a barrel, as peace talks between the U.S. and Iran remain \"on life support,\" according to President Donald Trump. \n</p>\n<p>\n  Stocks, meanwhile, are set for a modestly weaker open, with the S&amp;P 500 called 22 points lower and the Nasdaq priced for a 200 point decline. \n</p>\n<p>\n  That dichotomy of rising crude and soaring U.S. stocks, however, doesn't faze Jean Boivin, who heads BlackRock's Investment Institute. \n</p>\n<p>\n  \"The AI buildout is offsetting the shock's drag on growth, while energy markets still appear to be pricing eventual reopening of the Strait or Hormuz,\" he said, adding that he's \"pro-risk\" for the moment, but watching moves in the U.S. Treasury market. \n</p>\n<p>\n  He notes, however, an important caveat: \"this stance is dependent on eventual normalization in the Strait of Hormuz.\" \n</p>\n<p>\n  \"A prolonged closure would likely shift the balance,\" he added. \"It would lift inflation and rates enough to start weighing on valuations and tighten financial conditions, ultimately challenging both risk assets and the pace of the AI buildout.\" \n</p>\n<p>\n  But it's also worth noting that the S&amp;P 500 is also trading at the highest levels to its 50-day moving average, a key barometer for investor sentiment, since August of 2022, according to Adam Turnquist, chief technical strategist at LPL Financial. \n</p>\n<p>\n  Broader market breadth, meanwhile, has weakened since the early-April boom, with megacap stocks powering the broader bull market trend. That is starting to worry investors over the likelihood of a near-term retreat. \n</p>\n<p>\n  \"The strong recovery has pushed prices to elevated levels and signs of overbought conditions are emerging, suggesting stocks could be due for a near-term pause or pullback,\" he said. \n</p>\n<p>\n  Turnquist, however, sees this as second chance to enter into a longer bull market phase, \"supported by a foundation of solid technical trends and underlying fundamental strength.\" \n</p>\n<p>\n  Write to Martin Baccardax at martin.baccardax@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 12, 2026 06:38 ET (10:38 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","MUU":"2倍做多MU ETF-Direxion","2NVD.UK":"2X NVIDIA ETP","AAPB":"2倍做多AAPL ETF-GraniteShares","NVDD":"1倍做空NVDA ETF-Direxion","NVIW.SI":"NVDA 3xLongSG261006","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU1046421795.USD":"富达环球科技A-ACC","NVDG":"2倍做多NVDA ETF- Leverage Shares","AAPD":"1倍做空AAPL ETF-Direxion","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","NVDY":"NVDA期权收益策略ETF-YieldMax","NVDL":"2倍做多NVDA ETF-GraniteShares","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","APLY":"AAPL期权收益策略ETF-YieldMax","MUD":"1倍做空MU ETF-Direxion","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","AAPU":"2倍做多AAPL ETF-Direxion","LU1206713676.USD":"Aviva Investors - Multi-Strategy Target Return Ah USD","NVD2.UK":"2X NVIDIA ETP","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","NVDQ":"2倍做空NVDA ETF-T-Rex","NVD3.UK":"LS 3X NVIDIA","AAPW":"AAPL周配息ETF-Roundhill","MULL":"2倍做多MU ETF-GraniteShares","SNVD.UK":"LS -1X NVIDIA","MACW.SI":"APPLE 3xLongSG261006","NVDS.UK":"LS -1X NVIDIA","AAPX":"2倍做多Apple ETF-T-Rex","NVDS":"1.5倍做空NVDA ETF-Tradr","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","AAPY":"AAPL收益溢价策略ETF-Kurv","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","NVDU":"2倍做多NVDA ETF-Direxion","NVDW":"NVDA周配息ETF-Roundhill","ANV":"GraniteShares Autocallable NVDA ETF","3NVD.UK":"LS 3X NVIDIA","NVDA":"英伟达","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","DIPS":"做空NVDA期权收益策略ETF-YieldMax","MU":"美光科技","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","NVD":"2倍做空NVDA ETF-GraniteShares","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2634439290","content_text":"By Martin Baccardax \n\n\n  Stocks are bumping their head on the ceiling of a soaring spring advance, and could be set for a drop over the coming weeks as oil prices remain elevated and inflation gauges show damage from the U.S. war with Iran. \n\n\n  The narrow nature of the rally, which saw five stocks -- Nvidia, Micron, Apple, AMD, and Intel -- drive nearly three-quarters of the S&P 500's 2.3% advance last week, is starting to worry some investors heading into Tuesday's April inflation reading and the continuing stalemate between Washington and Tehran. \n\n\n  The S&P 500 has powered nearly 13.5% higher since the start of April, and hit a fresh all-time high of 7412 points last night, while the Nasdaq extended its monthly gain to 5.5% with a record close on Monday. \n\n\n  Semiconductor stocks, meanwhile, are having their best year since 2009 in just four calendar months, with the PHLX benchmark rising more than 70% from the end of December and nearly 60% since the start of the second quarter. \n\n\n  But the tech-led nature of the gains, alongside the recent surge in global crude prices and the last of the major quarterly earnings reports due over the next two weeks, suggests stocks might be ready for a pullback heading into the final stretch of the second quarter. \n\n\n  \"The market is overdue for a pause, and that wouldn't be a bad thing,\" said Mark Hackett, chief market strategist at Nationwide. \"Even with higher oil prices, rising yields, and weak sentiment data, the market has remained resilient, which underscores how powerful the earnings and AI-driven momentum remains beneath the surface.\" \n\n\n  \"But after a six-week rally and a sharp rebound off the March lows, some sideways churn would help cool expectations and rebuild a healthier foundation for the next move higher,\" he added. \n\n\n  The combined factors that powered the springtime rally, including a much stronger-than-expected first-quarter earnings, a slowdown in oil prices, and hopes for a lasting truce in the war with Iran, are all starting to fade. \n\n\n  Global crude prices crept higher again on Tuesday, with Brent contracts for July delivery rising another 3.3% to $107.50 a barrel, as peace talks between the U.S. and Iran remain \"on life support,\" according to President Donald Trump. \n\n\n  Stocks, meanwhile, are set for a modestly weaker open, with the S&P 500 called 22 points lower and the Nasdaq priced for a 200 point decline. \n\n\n  That dichotomy of rising crude and soaring U.S. stocks, however, doesn't faze Jean Boivin, who heads BlackRock's Investment Institute. \n\n\n  \"The AI buildout is offsetting the shock's drag on growth, while energy markets still appear to be pricing eventual reopening of the Strait or Hormuz,\" he said, adding that he's \"pro-risk\" for the moment, but watching moves in the U.S. Treasury market. \n\n\n  He notes, however, an important caveat: \"this stance is dependent on eventual normalization in the Strait of Hormuz.\" \n\n\n  \"A prolonged closure would likely shift the balance,\" he added. \"It would lift inflation and rates enough to start weighing on valuations and tighten financial conditions, ultimately challenging both risk assets and the pace of the AI buildout.\" \n\n\n  But it's also worth noting that the S&P 500 is also trading at the highest levels to its 50-day moving average, a key barometer for investor sentiment, since August of 2022, according to Adam Turnquist, chief technical strategist at LPL Financial. \n\n\n  Broader market breadth, meanwhile, has weakened since the early-April boom, with megacap stocks powering the broader bull market trend. That is starting to worry investors over the likelihood of a near-term retreat. \n\n\n  \"The strong recovery has pushed prices to elevated levels and signs of overbought conditions are emerging, suggesting stocks could be due for a near-term pause or pullback,\" he said. \n\n\n  Turnquist, however, sees this as second chance to enter into a longer bull market phase, \"supported by a foundation of solid technical trends and underlying fundamental strength.\" \n\n\n  Write to Martin Baccardax at martin.baccardax@barrons.com \n\n\n   This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 12, 2026 06:38 ET (10:38 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"NVII":0.6,"MUD":0.6,"NVD3.UK":0.6,"NVDO":0.6,"NVD":0.6,"3NVD.UK":0.6,"NVDA":0.9,"AAPU":0.6,"SNVD.UK":0.6,"NVDQ":0.6,"AAPX":0.6,"MUU":0.6,"NVDS.UK":0.6,"AAPW":0.6,"MULL":0.6,"NVDS":0.6,"NVD2.UK":0.6,"2NVD.UK":0.6,"AAPY":0.6,"NVDL":0.6,"NVIW.SI":0.6,"NVDW":0.6,"AAPB":0.6,"MACW.SI":0.6,"NVDD":0.6,"DIPS":0.6,"MU":0.9,"NVDG":0.6,"ANV":0.6,"APLY":0.6,"NVDX":0.6,"NVDY":0.6,"AAPD":0.6,"NVDB":0.6,"NVDU":0.6}},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":563124253344160,"gmtCreate":1778511374445,"gmtModify":1778511378034,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/563124253344160","repostId":"562727585898936","repostType":1,"repost":{"id":562727585898936,"gmtCreate":1778417376529,"gmtModify":1778474400039,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"Mag 7 Is Dead? Meet DIAMANS! Did You Get a Seat on New AI Hardware Basket?","htmlText":"Recent spotlights shine on these stocks: <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> +16.6%, <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> +15.5%, <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> +14.0%, <a href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$</a> +13.1%, <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> +11.4%, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> +1.7%, <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> +2.0% — Wall Street has a new concept: the Magnificent 7 era is over. Welcome to DIAMANS, the AI hardware chain that just went vertical today. What Is DIAMANS? Dell + Intel + AMD + Micron + Apple + NVIDIA + SanDisk. Not a random name mashup — a complete AI infrast","listText":"Recent spotlights shine on these stocks: <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> +16.6%, <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> +15.5%, <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> +14.0%, <a href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$</a> +13.1%, <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> +11.4%, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> +1.7%, <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> +2.0% — Wall Street has a new concept: the Magnificent 7 era is over. Welcome to DIAMANS, the AI hardware chain that just went vertical today. What Is DIAMANS? Dell + Intel + AMD + Micron + Apple + NVIDIA + SanDisk. Not a random name mashup — a complete AI infrast","text":"Recent spotlights shine on these stocks: $SanDisk Corp.(SNDK)$ +16.6%, $Micron Technology(MU)$ +15.5%, $Intel(INTC)$ +14.0%, $Dell Technologies Inc.(DELL)$ +13.1%, $Advanced Micro Devices(AMD)$ +11.4%, $NVIDIA(NVDA)$ +1.7%, $Apple(AAPL)$ +2.0% — Wall Street has a new concept: the Magnificent 7 era is over. Welcome to DIAMANS, the AI hardware chain that just went vertical today. What Is DIAMANS? Dell + Intel + AMD + Micron + Apple + NVIDIA + SanDisk. Not a random name mashup — a complete AI infrast","images":[{"img":"https://community-static.tradeup.com/news/e316443e3e2e61996c412c59a10d2e58"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/562727585898936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":562130645770672,"gmtCreate":1778270638999,"gmtModify":1778270641331,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/562130645770672","repostId":"2634463085","repostType":2,"repost":{"id":"2634463085","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":1778257740,"share":"https://ttm.financial/m/news/2634463085?lang=en_US&edition=fundamental","pubTime":"2026-05-09 00:29","market":"other","language":"en","title":"Memory Stocks Continue to Surge. What's Driving Micron and Sandisk Higher. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2634463085","media":"Dow Jones","summary":"Micron Technology and Sandisk stock continued their historic rally this week, thanks to a flurry of headlines signaling overwhelming demand and limited supply for memory.Micron, the memory chip maker, jumped 11% Friday, putting it on pace to end the week up 32%. That would mark the stock's best weekly performance since 2008, according to Dow Jones Market Data.Sandisk, which specializes in flash memory, rose 12% Friday. Up 26% on the week, shares have soared roughly 4,000% since the company spun off from Western Digital last February.Quarterly reports from the largest tech companies have pointed to the continued growth of AI investments and a shortage of components, memory perhaps chief among them. It came as no surprise last week when Sandisk breezed past quarterly earnings expectations in this backdrop.Although the stock prices have soared, investors aren't driving up shares on hype alone. Sandisk trades at 9.5 times projected earnings over the next 12 months and Micron trades at 8.6 ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Nate Wolf \n</p>\n<p>\n  Micron Technology and Sandisk stock continued their historic rally this week, thanks to a flurry of headlines signaling overwhelming demand and limited supply for memory. \n</p>\n<p>\n  Micron, the memory chip maker, jumped 11% Friday, putting it on pace to end the week up 32%. That would mark the stock's best weekly performance since 2008, according to Dow Jones Market Data. \n</p>\n<p>\n  Sandisk, which specializes in flash memory, rose 12% Friday. Up 26% on the week, shares have soared roughly 4,000% since the company spun off from <a href=\"https://laohu8.com/S/WDCVV\">Western Digital</a> last February. \n</p>\n<p>\n  The root cause for this week's blockbuster gains was the same as always: artificial intelligence. \n</p>\n<p>\n  Quarterly reports from the largest tech companies have pointed to the continued growth of AI investments and a shortage of components, memory perhaps chief among them. It came as no surprise last week when Sandisk breezed past quarterly earnings expectations in this backdrop. \n</p>\n<p>\n  In the latest sign of a tightening supply bottleneck that has sent memory prices skyrocketing, customers are offering to foot the bill for greater production capacity. Tech companies have approached Korean memory chip maker <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a> with offers to invest in production lines and fund purchases manufacturing tools, Reuters reported Thursday. \n</p>\n<p>\n  SK Hynix didn't immediately respond to Barron's requests for comment. \n</p>\n<p>\n  On the demand side, the AI boom doesn't show any signs of slowing down. This week alone, Anthropic agreed to lease AI capacity from SpaceX; Advanced Micro Devices reported a huge jump in data-center sales; and Akamai Technologies won a $1.8 billion infrastructure deal with an undisclosed AI model provider. \n</p>\n<p>\n  \"Recent headlines point to robust AI infrastructure demand,\" wrote BNP Paribas analyst Nick Jones in a research note Thursday. More infrastructure means more components, and that means more business for Sandisk and Micron. \n</p>\n<p>\n  Although the stock prices have soared, investors aren't driving up shares on hype alone. Sandisk trades at 9.5 times projected earnings over the next 12 months and Micron trades at 8.6 times. That is roughly in line with multiples of 8 times and 8.7 times a year ago, respectively, and far below the PHLX Semiconductor index's average of 25.9 times \n</p>\n<p>\n  Write to Nate Wolf at nate.wolf@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 08, 2026 12:29 ET (16:29 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>Memory Stocks Continue to Surge. What's Driving Micron and Sandisk Higher. -- Barrons.com</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\">\nMemory Stocks Continue to Surge. What's Driving Micron and Sandisk Higher. -- Barrons.com\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\">2026-05-09 00:29</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Nate Wolf \n</p>\n<p>\n  Micron Technology and Sandisk stock continued their historic rally this week, thanks to a flurry of headlines signaling overwhelming demand and limited supply for memory. \n</p>\n<p>\n  Micron, the memory chip maker, jumped 11% Friday, putting it on pace to end the week up 32%. That would mark the stock's best weekly performance since 2008, according to Dow Jones Market Data. \n</p>\n<p>\n  Sandisk, which specializes in flash memory, rose 12% Friday. Up 26% on the week, shares have soared roughly 4,000% since the company spun off from <a href=\"https://laohu8.com/S/WDCVV\">Western Digital</a> last February. \n</p>\n<p>\n  The root cause for this week's blockbuster gains was the same as always: artificial intelligence. \n</p>\n<p>\n  Quarterly reports from the largest tech companies have pointed to the continued growth of AI investments and a shortage of components, memory perhaps chief among them. It came as no surprise last week when Sandisk breezed past quarterly earnings expectations in this backdrop. \n</p>\n<p>\n  In the latest sign of a tightening supply bottleneck that has sent memory prices skyrocketing, customers are offering to foot the bill for greater production capacity. Tech companies have approached Korean memory chip maker <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a> with offers to invest in production lines and fund purchases manufacturing tools, Reuters reported Thursday. \n</p>\n<p>\n  SK Hynix didn't immediately respond to Barron's requests for comment. \n</p>\n<p>\n  On the demand side, the AI boom doesn't show any signs of slowing down. This week alone, Anthropic agreed to lease AI capacity from SpaceX; Advanced Micro Devices reported a huge jump in data-center sales; and Akamai Technologies won a $1.8 billion infrastructure deal with an undisclosed AI model provider. \n</p>\n<p>\n  \"Recent headlines point to robust AI infrastructure demand,\" wrote BNP Paribas analyst Nick Jones in a research note Thursday. More infrastructure means more components, and that means more business for Sandisk and Micron. \n</p>\n<p>\n  Although the stock prices have soared, investors aren't driving up shares on hype alone. Sandisk trades at 9.5 times projected earnings over the next 12 months and Micron trades at 8.6 times. That is roughly in line with multiples of 8 times and 8.7 times a year ago, respectively, and far below the PHLX Semiconductor index's average of 25.9 times \n</p>\n<p>\n  Write to Nate Wolf at nate.wolf@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 08, 2026 12:29 ET (16:29 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","MSFL":"2倍做多MSFT ETF-GraniteShares","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","BK4516":"特朗普概念","MSFO":"MSFT期权收益策略ETF-YieldMax","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","MSFU":"2倍做多MSFT ETF-Direxion","BK4592":"伊斯兰概念","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","MSFW":"Roundhill MSFT WeeklyPay ETF","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","MSFX":"2倍做多MSFT ETF-T-Rex","BK4548":"巴美列捷福持仓","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU1202635105.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (USDHDG) INC","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","BK4554":"元宇宙及AR概念","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","BK4553":"喜马拉雅资本持仓","BK4077":"互动媒体与服务","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0320765059.SGD":"FTIF - 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Templeton Shariah Global Equity A Acc SGD","MSFD":"1倍做空MSFT ETF-Direxion"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2634463085","content_text":"By Nate Wolf \n\n\n  Micron Technology and Sandisk stock continued their historic rally this week, thanks to a flurry of headlines signaling overwhelming demand and limited supply for memory. \n\n\n  Micron, the memory chip maker, jumped 11% Friday, putting it on pace to end the week up 32%. That would mark the stock's best weekly performance since 2008, according to Dow Jones Market Data. \n\n\n  Sandisk, which specializes in flash memory, rose 12% Friday. Up 26% on the week, shares have soared roughly 4,000% since the company spun off from Western Digital last February. \n\n\n  The root cause for this week's blockbuster gains was the same as always: artificial intelligence. \n\n\n  Quarterly reports from the largest tech companies have pointed to the continued growth of AI investments and a shortage of components, memory perhaps chief among them. It came as no surprise last week when Sandisk breezed past quarterly earnings expectations in this backdrop. \n\n\n  In the latest sign of a tightening supply bottleneck that has sent memory prices skyrocketing, customers are offering to foot the bill for greater production capacity. Tech companies have approached Korean memory chip maker SK Hynix with offers to invest in production lines and fund purchases manufacturing tools, Reuters reported Thursday. \n\n\n  SK Hynix didn't immediately respond to Barron's requests for comment. \n\n\n  On the demand side, the AI boom doesn't show any signs of slowing down. This week alone, Anthropic agreed to lease AI capacity from SpaceX; Advanced Micro Devices reported a huge jump in data-center sales; and Akamai Technologies won a $1.8 billion infrastructure deal with an undisclosed AI model provider. \n\n\n  \"Recent headlines point to robust AI infrastructure demand,\" wrote BNP Paribas analyst Nick Jones in a research note Thursday. More infrastructure means more components, and that means more business for Sandisk and Micron. \n\n\n  Although the stock prices have soared, investors aren't driving up shares on hype alone. Sandisk trades at 9.5 times projected earnings over the next 12 months and Micron trades at 8.6 times. That is roughly in line with multiples of 8 times and 8.7 times a year ago, respectively, and far below the PHLX Semiconductor index's average of 25.9 times \n\n\n  Write to Nate Wolf at nate.wolf@barrons.com \n\n\n   This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 08, 2026 12:29 ET (16:29 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"SNDK":1.94,"GOOX":0.6,"GOOW":0.6,"USJW.SI":0.6,"WDCX":0.6,"MSFU":0.6,"MSFW":0.6,"ARTY":0.61,"AGIX":0.61,"MSFX":0.6,"AI":0.61,"SNXX":0.6,"GOOY":0.6,"MULL":0.6,"MSFL":0.6,"CHAT":0.61,"AIYY":0.6,"MU":1.95,"GGLS":0.6,"MSFD":0.6,"MUD":0.6,"GGLL":0.6,"MUU":0.6,"MSFO":0.6,"GOU":0.6,"GOOP":0.6,"AIPO":0.73,"MSFY":0.6}},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":544360340895264,"gmtCreate":1773928199409,"gmtModify":1773928203530,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/544360340895264","repostId":"1125760712","repostType":2,"repost":{"id":"1125760712","kind":"news","weMediaInfo":{"introduction":"Global Stock News First-Time Broadcast","home_visible":1,"media_name":"Stock News","id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1773916874,"share":"https://ttm.financial/m/news/1125760712?lang=en_US&edition=fundamental","pubTime":"2026-03-19 18:41","market":"hk","language":"en","title":"Klarna Confronts Multiple Challenges as Market Value Plummets and Executives Depart","url":"https://stock-news.laohu8.com/highlight/detail?id=1125760712","media":"Stock News","summary":"Financial services firm Klarna Group plc (KLAR.US) is confronting a series of significant challenges following the departure of several senior executives, including its head of investor relations....","content":"<p>Financial services firm Klarna Group plc (KLAR.US) is confronting a series of significant challenges following the departure of several senior executives, including its head of investor relations. This leadership drain compounds the difficulties for the company, which has seen its market value decline sharply since its initial public offering.</p>\n<p>The departing executives include Andrea Ferraz Estrada, the Stockholm-based Head of Investor Relations and M&A, and D. Andrew Pietro, the New York-based Global Head of Litigation. Both announced on LinkedIn that they departed in March. Andrea Ferraz Estrada had been with Klarna for seven years, playing a crucial role in several funding rounds and last year's IPO. During her tenure, the company also executed multiple acquisitions, including the price comparison website PriceRunner.</p>\n<p>Furthermore, Klarna's Engineering Director, Yuri Gusev, left in February after eight years to pursue new opportunities. The Head of AI and Automation, Joao Tonon, departed in January to join Zalando SE.</p>\n<p>Originally a pioneer in the \"buy now, pay later\" sector, Klarna has since expanded its operations into the broader consumer finance market. However, since its IPO on the New York Stock Exchange last September, the company's share price has fallen approximately 66%. Following the expiration of the lock-up period on March 9, senior executives, including Chief Marketing Officer David Sandström and Chief Commercial Officer David Sykes, sold their shares.</p>\n<p>In a contrasting move, Klarna's Chairman, Michael Moritz, purchased 3.47 million shares for $50 million, a transaction that helped boost the stock's price last week.</p>\n<p>The post-IPO period has been challenging for many companies that went public recently. Data indicates that firms which conducted IPOs on U.S. exchanges between September and November of last year have seen a weighted average decline of 15% from their offer prices, with the five largest deals all trading lower.</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>Klarna Confronts Multiple Challenges as Market Value Plummets and Executives Depart</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\">\nKlarna Confronts Multiple Challenges as Market Value Plummets and Executives Depart\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2026-03-19 18:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Financial services firm Klarna Group plc (KLAR.US) is confronting a series of significant challenges following the departure of several senior executives, including its head of investor relations. This leadership drain compounds the difficulties for the company, which has seen its market value decline sharply since its initial public offering.</p>\n<p>The departing executives include Andrea Ferraz Estrada, the Stockholm-based Head of Investor Relations and M&A, and D. Andrew Pietro, the New York-based Global Head of Litigation. Both announced on LinkedIn that they departed in March. Andrea Ferraz Estrada had been with Klarna for seven years, playing a crucial role in several funding rounds and last year's IPO. During her tenure, the company also executed multiple acquisitions, including the price comparison website PriceRunner.</p>\n<p>Furthermore, Klarna's Engineering Director, Yuri Gusev, left in February after eight years to pursue new opportunities. The Head of AI and Automation, Joao Tonon, departed in January to join Zalando SE.</p>\n<p>Originally a pioneer in the \"buy now, pay later\" sector, Klarna has since expanded its operations into the broader consumer finance market. However, since its IPO on the New York Stock Exchange last September, the company's share price has fallen approximately 66%. Following the expiration of the lock-up period on March 9, senior executives, including Chief Marketing Officer David Sandström and Chief Commercial Officer David Sykes, sold their shares.</p>\n<p>In a contrasting move, Klarna's Chairman, Michael Moritz, purchased 3.47 million shares for $50 million, a transaction that helped boost the stock's price last week.</p>\n<p>The post-IPO period has been challenging for many companies that went public recently. Data indicates that firms which conducted IPOs on U.S. exchanges between September and November of last year have seen a weighted average decline of 15% from their offer prices, with the five largest deals all trading lower.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4227":"交易和支付处理服务","KLAR":"Klarna Group plc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125760712","content_text":"Financial services firm Klarna Group plc (KLAR.US) is confronting a series of significant challenges following the departure of several senior executives, including its head of investor relations. This leadership drain compounds the difficulties for the company, which has seen its market value decline sharply since its initial public offering.\nThe departing executives include Andrea Ferraz Estrada, the Stockholm-based Head of Investor Relations and M&A, and D. Andrew Pietro, the New York-based Global Head of Litigation. Both announced on LinkedIn that they departed in March. Andrea Ferraz Estrada had been with Klarna for seven years, playing a crucial role in several funding rounds and last year's IPO. During her tenure, the company also executed multiple acquisitions, including the price comparison website PriceRunner.\nFurthermore, Klarna's Engineering Director, Yuri Gusev, left in February after eight years to pursue new opportunities. The Head of AI and Automation, Joao Tonon, departed in January to join Zalando SE.\nOriginally a pioneer in the \"buy now, pay later\" sector, Klarna has since expanded its operations into the broader consumer finance market. However, since its IPO on the New York Stock Exchange last September, the company's share price has fallen approximately 66%. Following the expiration of the lock-up period on March 9, senior executives, including Chief Marketing Officer David Sandström and Chief Commercial Officer David Sykes, sold their shares.\nIn a contrasting move, Klarna's Chairman, Michael Moritz, purchased 3.47 million shares for $50 million, a transaction that helped boost the stock's price last week.\nThe post-IPO period has been challenging for many companies that went public recently. Data indicates that firms which conducted IPOs on U.S. exchanges between September and November of last year have seen a weighted average decline of 15% from their offer prices, with the five largest deals all trading lower.","news_type":1,"symbols_score_info":{"KLAR":1}},"isVote":1,"tweetType":1,"viewCount":870,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}