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01-13 22:47

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

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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":{"LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","BK4592":"伊斯兰概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","BK4548":"巴美列捷福持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - 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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":2,"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":4,"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/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":{"LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU1228905540.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND 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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":{"MSFU":2,"ORCL":2.1,"MSFT":2.1,"SOXX":2,"MSFL":2,"NOW":2.1,"IGV":2}},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":513848995942496,"gmtCreate":1766481788420,"gmtModify":1766481792364,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"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/513848995942496","repostId":"1106683343","repostType":2,"repost":{"id":"1106683343","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":1766475033,"share":"https://ttm.financial/m/news/1106683343?lang=en_US&edition=fundamental","pubTime":"2025-12-23 15:30","market":"us","language":"en","title":"Prepare for the \"January Effect\" Following the \"Santa Claus Rally\", Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1106683343","media":"Tiger Newspress","summary":"The \"Santa Claus rally\" period, spanning from December 24 to January 5, has historically yielded impressive returns for investors, with the S&P 500 (SP500) averaging a 1.6% gain since 1928.  This...","content":"<html><head></head><body><p>The &#34;Santa Claus rally&#34; period, spanning from December 24 to January 5, has historically yielded impressive returns for investors, with the S&amp;P 500 (SP500) averaging a 1.6% gain since 1928.</p>\n\n<p>This index has traded higher 77% of the time, with positive performance in 75 out of 97 years during this seven-day window. This is significantly better compared to a typical seven-day period, which has only averaged a 0.2% gain with a 57% positive hit rate, according to Ari H. Wald, head of technical analysis at Oppenheimer.</p>\n\n<p>However, when the Santa Claus rally does not occur, the following one to two quarters tend to have below-average performance.</p>\n\n<p>&#34;Since 1928, the S&amp;P 500 (SP500) has averaged a 1% loss in the three months after a negative Santa Claus rally, compared to an average 2.6% gain following a positive one,&#34; Wald noted, alluding to the old Wall Street adage: &#34;If Santa should fail to call, bears may come to Broad &amp; Wall.&#34;</p>\n\n<p>Looking ahead to January, Oppenheimer analysts have identified promising signals based on the index’s position relative to its 200-day moving average. Since 1950, the S&amp;P 500 (SP500) has averaged a 1.2% gain and traded higher 64% of the time when starting January above its smoothed trend, compared to a 0.7% gain and a 50% positive hit rate when it starts below this threshold. Presently, the index is above this crucial technical level.</p>\n\n<p>Furthermore, January has been the worst-performing month for the momentum factor (SPMO), which measures the performance of market leaders versus laggards over the past 12 months. December’s outperformance often results from tax loss harvesting, where investors sell losing stocks to offset capital gains tax liability. This makes January the weakest month for momentum strategies as the prior year’s &#34;losers&#34; are often repurchased in what is known as the January Effect.</p>\n\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/412eae6bcf4c2182ac57114769a7e840\" alt=\"Momentum Factor (Long High + Short Low): Avg Returns\" title=\"Momentum Factor (Long High + Short Low): Avg Returns\" tg-width=\"640\" tg-height=\"405\"/><span>Momentum Factor (Long High + Short Low): Avg Returns</span></p>\n</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>Prepare for the \"January Effect\" Following the \"Santa Claus Rally\", Says Analyst</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\">\nPrepare for the \"January Effect\" Following the \"Santa Claus Rally\", Says Analyst\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\">2025-12-23 15:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The &#34;Santa Claus rally&#34; period, spanning from December 24 to January 5, has historically yielded impressive returns for investors, with the S&amp;P 500 (SP500) averaging a 1.6% gain since 1928.</p>\n\n<p>This index has traded higher 77% of the time, with positive performance in 75 out of 97 years during this seven-day window. This is significantly better compared to a typical seven-day period, which has only averaged a 0.2% gain with a 57% positive hit rate, according to Ari H. Wald, head of technical analysis at Oppenheimer.</p>\n\n<p>However, when the Santa Claus rally does not occur, the following one to two quarters tend to have below-average performance.</p>\n\n<p>&#34;Since 1928, the S&amp;P 500 (SP500) has averaged a 1% loss in the three months after a negative Santa Claus rally, compared to an average 2.6% gain following a positive one,&#34; Wald noted, alluding to the old Wall Street adage: &#34;If Santa should fail to call, bears may come to Broad &amp; Wall.&#34;</p>\n\n<p>Looking ahead to January, Oppenheimer analysts have identified promising signals based on the index’s position relative to its 200-day moving average. Since 1950, the S&amp;P 500 (SP500) has averaged a 1.2% gain and traded higher 64% of the time when starting January above its smoothed trend, compared to a 0.7% gain and a 50% positive hit rate when it starts below this threshold. Presently, the index is above this crucial technical level.</p>\n\n<p>Furthermore, January has been the worst-performing month for the momentum factor (SPMO), which measures the performance of market leaders versus laggards over the past 12 months. December’s outperformance often results from tax loss harvesting, where investors sell losing stocks to offset capital gains tax liability. This makes January the weakest month for momentum strategies as the prior year’s &#34;losers&#34; are often repurchased in what is known as the January Effect.</p>\n\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/412eae6bcf4c2182ac57114769a7e840\" alt=\"Momentum Factor (Long High + Short Low): Avg Returns\" title=\"Momentum Factor (Long High + Short Low): Avg Returns\" tg-width=\"640\" tg-height=\"405\"/><span>Momentum Factor (Long High + Short Low): Avg Returns</span></p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106683343","content_text":"The \"Santa Claus rally\" period, spanning from December 24 to January 5, has historically yielded impressive returns for investors, with the S&P 500 (SP500) averaging a 1.6% gain since 1928.\nThis index has traded higher 77% of the time, with positive performance in 75 out of 97 years during this seven-day window. This is significantly better compared to a typical seven-day period, which has only averaged a 0.2% gain with a 57% positive hit rate, according to Ari H. Wald, head of technical analysis at Oppenheimer.\nHowever, when the Santa Claus rally does not occur, the following one to two quarters tend to have below-average performance.\n\"Since 1928, the S&P 500 (SP500) has averaged a 1% loss in the three months after a negative Santa Claus rally, compared to an average 2.6% gain following a positive one,\" Wald noted, alluding to the old Wall Street adage: \"If Santa should fail to call, bears may come to Broad & Wall.\"\nLooking ahead to January, Oppenheimer analysts have identified promising signals based on the index’s position relative to its 200-day moving average. Since 1950, the S&P 500 (SP500) has averaged a 1.2% gain and traded higher 64% of the time when starting January above its smoothed trend, compared to a 0.7% gain and a 50% positive hit rate when it starts below this threshold. Presently, the index is above this crucial technical level.\nFurthermore, January has been the worst-performing month for the momentum factor (SPMO), which measures the performance of market leaders versus laggards over the past 12 months. December’s outperformance often results from tax loss harvesting, where investors sell losing stocks to offset capital gains tax liability. This makes January the weakest month for momentum strategies as the prior year’s \"losers\" are often repurchased in what is known as the January Effect.\nMomentum Factor (Long High + Short Low): Avg Returns","news_type":1,"symbols_score_info":{".SPX":2,".DJI":2,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":513506407768576,"gmtCreate":1766395330390,"gmtModify":1766395334084,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"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/513506407768576","repostId":"511787403186616","repostType":1,"repost":{"id":511787403186616,"gmtCreate":1765972717428,"gmtModify":1765972864466,"author":{"id":"3527667668165440","authorId":"3527667668165440","name":"Capital_Insights","avatar":"https://static.tigerbbs.com/cfdc66fff48bb2b9e2d328ac5eb33100","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667668165440","idStr":"3527667668165440"},"themes":[],"title":"Goldman Sachs Outlook: 3 Major Sectors & 5 \"Strong Buy\" Stocks in 2026","htmlText":"As global stock markets repeatedly reach new highs, investors are actively seeking the next phase of investment opportunities. <a href=\"https://ttm.financial/S/GS\">$Goldman Sachs(GS)$</a> , a top Wall Street investment bank, recently released a research report pointing out that against the backdrop of anticipated market corrections, sectors with sustainable dividend growth potential may become safe havens for funds, and specifically favors the dividend growth potential of the healthcare, utilities, and industrial sectors in 2026.Goldman Sachs forecasts positive outlook for U.S. stocks through 2026Goldman Sachs Predicts 6% Dividend Growth in 2026Goldman Sachs has lifted its 12-month <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> target to 6,900, up from 6,500 — its second up","listText":"As global stock markets repeatedly reach new highs, investors are actively seeking the next phase of investment opportunities. <a href=\"https://ttm.financial/S/GS\">$Goldman Sachs(GS)$</a> , a top Wall Street investment bank, recently released a research report pointing out that against the backdrop of anticipated market corrections, sectors with sustainable dividend growth potential may become safe havens for funds, and specifically favors the dividend growth potential of the healthcare, utilities, and industrial sectors in 2026.Goldman Sachs forecasts positive outlook for U.S. stocks through 2026Goldman Sachs Predicts 6% Dividend Growth in 2026Goldman Sachs has lifted its 12-month <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> target to 6,900, up from 6,500 — its second up","text":"As global stock markets repeatedly reach new highs, investors are actively seeking the next phase of investment opportunities. $Goldman Sachs(GS)$ , a top Wall Street investment bank, recently released a research report pointing out that against the backdrop of anticipated market corrections, sectors with sustainable dividend growth potential may become safe havens for funds, and specifically favors the dividend growth potential of the healthcare, utilities, and industrial sectors in 2026.Goldman Sachs forecasts positive outlook for U.S. stocks through 2026Goldman Sachs Predicts 6% Dividend Growth in 2026Goldman Sachs has lifted its 12-month $S&P 500(.SPX)$ target to 6,900, up from 6,500 — its second up","images":[{"img":"https://community-static.tradeup.com/news/d3fcbf2c2025f2758e01c9c9269cf007"},{"img":"https://community-static.tradeup.com/news/fad75205067212ee76511d138a259a20"},{"img":"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/511787403186616","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":512290470961712,"gmtCreate":1766098559912,"gmtModify":1766098562078,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"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/512290470961712","repostId":"2592861201","repostType":2,"repost":{"id":"2592861201","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":1766097600,"share":"https://ttm.financial/m/news/2592861201?lang=en_US&edition=fundamental","pubTime":"2025-12-19 06:40","market":"us","language":"en","title":"Nvidia and Other Chip Stocks Rise — but the AI Trade May Not Be Back for Good","url":"https://stock-news.laohu8.com/highlight/detail?id=2592861201","media":"Dow Jones","summary":"Micron’s outlook lifted AI stocks across the board on Thursday, but a more sustained catalyst may not arrive until next year.","content":"<html><head></head><body><p style=\"text-align: start;\">Some on Wall Street aren’t buying that Thursday’s artificial-intelligence rally will sustain, at least in the short run.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and a host of other AI stocks rose on Thursday, buoyed by <a href=\"https://laohu8.com/S/MU\">Micron Technology</a>’s upbeat messaging and forecast. The memory-chip maker not only gave a quarterly revenue forecast late Wednesday that was some 30% above the consensus level, but it also talked up robust opportunities beyond that, as AI demand continues to pour in.</p><p>The commentary was welcome news for investors in AI stocks, which have been weighed down in recent weeks largely due to debt concerns. Many AI companies are betting big on future business with OpenAI, but Wall Street has become more jittery about the ChatGPT maker’s potential to see through its ambitious plans in the future. Meanwhile, in the present, trendy players like Oracle and <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> are leveraging up to finance their AI buildouts.</p><p style=\"text-align: start;\">Yet Mizuho trading-desk analyst Jordan Klein on Thursday wrote that he was “not here calling for a massive reversal” in chip stocks and other AI capital-expenditure beneficiaries, even after Micron’s strong report.</p><p style=\"text-align: start;\">“I have no clue when that happens,” but it’s probably more of a 2026 dynamic, he said.</p><p style=\"text-align: start;\">What Klein thinks needs to happen is for new large language models that train on Nvidia’s Blackwell chips to “offer major improvements vs. anything we have seen to date.” He noted that they specifically need to show better outcomes than <a href=\"https://laohu8.com/S/GOOG\">Google</a>’s Gemini, which was trained on the company’s in-house tensor processing units co-developed alongside <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>.</p><p>“I am as confident as ever in the AI capex beneficiaries coming back strong to make new highs again,” Klein wrote. But in the meantime, there’s been a rotation out of major technology winners and into other corners of the market — one that Klein deemed to be healthy for overall market dynamics.</p><p style=\"text-align: start;\">Joe Mazzola, head trading and derivatives strategist at Charles Schwab, also noted that Micron’s report was lifting AI-linked stocks across the board Thursday — including energy names like <a href=\"https://laohu8.com/S/CEG\">Constellation</a> and highflying software names like <a href=\"https://laohu8.com/S/PLTR\">Palantir</a>, which were up 5.9% and 4.7%, respectively.</p><p style=\"text-align: start;\">“But one day isn’t necessarily going to change the overall pattern of investors moving out of tech and into other sectors, something evident in the fact that 63% of S&amp;P 500 stocks have outperformed the index over the last month even as the market-cap-weighted index itself has fallen,” Mazzola said in emailed comments.</p><p style=\"text-align: start;\">Nvidia and AMD shares were up 1.9% and 1.5%, respectively, on Thursday. Broadcom’s stock gained 1.2%, while Oracle shares rose 0.9%.</p><p style=\"text-align: start;\">Micron’s strong earnings results are a reminder that demand for AI computing is still far outpacing supply, D.A. Davidson analyst Gil Luria said. While some of the demand drivers are specific to Micron’s role as a memory-chip maker, “they are also an indication of an accelerating rate of purchasing,” he said in emailed comments.</p><p style=\"text-align: start;\">Investors already got that message from Nvidia and hyperscale cloud companies that reported results over the past two months, but Micron’s report “comes at an opportune time as the narrative around AI has turned negative,” Luria said.</p><p style=\"text-align: start;\">Micron’s report itself might not be enough to turn negative sentiment about the AI trade around, he added, but it serves as a reminder to investors that AI winners still exist, “even as debt-laden overextensions” in the market, such as Oracle and CoreWeave, spur investor concerns.</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 and Other Chip Stocks Rise — but the AI Trade May Not Be Back for Good</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 and Other Chip Stocks Rise — but the AI Trade May Not Be Back for Good\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\">2025-12-19 06:40</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;\">Some on Wall Street aren’t buying that Thursday’s artificial-intelligence rally will sustain, at least in the short run.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and a host of other AI stocks rose on Thursday, buoyed by <a href=\"https://laohu8.com/S/MU\">Micron Technology</a>’s upbeat messaging and forecast. The memory-chip maker not only gave a quarterly revenue forecast late Wednesday that was some 30% above the consensus level, but it also talked up robust opportunities beyond that, as AI demand continues to pour in.</p><p>The commentary was welcome news for investors in AI stocks, which have been weighed down in recent weeks largely due to debt concerns. Many AI companies are betting big on future business with OpenAI, but Wall Street has become more jittery about the ChatGPT maker’s potential to see through its ambitious plans in the future. Meanwhile, in the present, trendy players like Oracle and <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> are leveraging up to finance their AI buildouts.</p><p style=\"text-align: start;\">Yet Mizuho trading-desk analyst Jordan Klein on Thursday wrote that he was “not here calling for a massive reversal” in chip stocks and other AI capital-expenditure beneficiaries, even after Micron’s strong report.</p><p style=\"text-align: start;\">“I have no clue when that happens,” but it’s probably more of a 2026 dynamic, he said.</p><p style=\"text-align: start;\">What Klein thinks needs to happen is for new large language models that train on Nvidia’s Blackwell chips to “offer major improvements vs. anything we have seen to date.” He noted that they specifically need to show better outcomes than <a href=\"https://laohu8.com/S/GOOG\">Google</a>’s Gemini, which was trained on the company’s in-house tensor processing units co-developed alongside <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>.</p><p>“I am as confident as ever in the AI capex beneficiaries coming back strong to make new highs again,” Klein wrote. But in the meantime, there’s been a rotation out of major technology winners and into other corners of the market — one that Klein deemed to be healthy for overall market dynamics.</p><p style=\"text-align: start;\">Joe Mazzola, head trading and derivatives strategist at Charles Schwab, also noted that Micron’s report was lifting AI-linked stocks across the board Thursday — including energy names like <a href=\"https://laohu8.com/S/CEG\">Constellation</a> and highflying software names like <a href=\"https://laohu8.com/S/PLTR\">Palantir</a>, which were up 5.9% and 4.7%, respectively.</p><p style=\"text-align: start;\">“But one day isn’t necessarily going to change the overall pattern of investors moving out of tech and into other sectors, something evident in the fact that 63% of S&amp;P 500 stocks have outperformed the index over the last month even as the market-cap-weighted index itself has fallen,” Mazzola said in emailed comments.</p><p style=\"text-align: start;\">Nvidia and AMD shares were up 1.9% and 1.5%, respectively, on Thursday. Broadcom’s stock gained 1.2%, while Oracle shares rose 0.9%.</p><p style=\"text-align: start;\">Micron’s strong earnings results are a reminder that demand for AI computing is still far outpacing supply, D.A. Davidson analyst Gil Luria said. While some of the demand drivers are specific to Micron’s role as a memory-chip maker, “they are also an indication of an accelerating rate of purchasing,” he said in emailed comments.</p><p style=\"text-align: start;\">Investors already got that message from Nvidia and hyperscale cloud companies that reported results over the past two months, but Micron’s report “comes at an opportune time as the narrative around AI has turned negative,” Luria said.</p><p style=\"text-align: start;\">Micron’s report itself might not be enough to turn negative sentiment about the AI trade around, he added, but it serves as a reminder to investors that AI winners still exist, “even as debt-laden overextensions” in the market, such as Oracle and CoreWeave, spur investor concerns.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","CRWV":"CoreWeave, Inc.","AVGO":"博通","NVDA":"英伟达","MU":"美光科技","CEG":"Constellation Energy Corp","PLTR":"Palantir Technologies Inc.","ORCL":"甲骨文"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2592861201","content_text":"Some on Wall Street aren’t buying that Thursday’s artificial-intelligence rally will sustain, at least in the short run.Nvidia, Advanced Micro Devices, Oracle and a host of other AI stocks rose on Thursday, buoyed by Micron Technology’s upbeat messaging and forecast. The memory-chip maker not only gave a quarterly revenue forecast late Wednesday that was some 30% above the consensus level, but it also talked up robust opportunities beyond that, as AI demand continues to pour in.The commentary was welcome news for investors in AI stocks, which have been weighed down in recent weeks largely due to debt concerns. Many AI companies are betting big on future business with OpenAI, but Wall Street has become more jittery about the ChatGPT maker’s potential to see through its ambitious plans in the future. Meanwhile, in the present, trendy players like Oracle and CoreWeave are leveraging up to finance their AI buildouts.Yet Mizuho trading-desk analyst Jordan Klein on Thursday wrote that he was “not here calling for a massive reversal” in chip stocks and other AI capital-expenditure beneficiaries, even after Micron’s strong report.“I have no clue when that happens,” but it’s probably more of a 2026 dynamic, he said.What Klein thinks needs to happen is for new large language models that train on Nvidia’s Blackwell chips to “offer major improvements vs. anything we have seen to date.” He noted that they specifically need to show better outcomes than Google’s Gemini, which was trained on the company’s in-house tensor processing units co-developed alongside Broadcom.“I am as confident as ever in the AI capex beneficiaries coming back strong to make new highs again,” Klein wrote. But in the meantime, there’s been a rotation out of major technology winners and into other corners of the market — one that Klein deemed to be healthy for overall market dynamics.Joe Mazzola, head trading and derivatives strategist at Charles Schwab, also noted that Micron’s report was lifting AI-linked stocks across the board Thursday — including energy names like Constellation and highflying software names like Palantir, which were up 5.9% and 4.7%, respectively.“But one day isn’t necessarily going to change the overall pattern of investors moving out of tech and into other sectors, something evident in the fact that 63% of S&P 500 stocks have outperformed the index over the last month even as the market-cap-weighted index itself has fallen,” Mazzola said in emailed comments.Nvidia and AMD shares were up 1.9% and 1.5%, respectively, on Thursday. Broadcom’s stock gained 1.2%, while Oracle shares rose 0.9%.Micron’s strong earnings results are a reminder that demand for AI computing is still far outpacing supply, D.A. Davidson analyst Gil Luria said. While some of the demand drivers are specific to Micron’s role as a memory-chip maker, “they are also an indication of an accelerating rate of purchasing,” he said in emailed comments.Investors already got that message from Nvidia and hyperscale cloud companies that reported results over the past two months, but Micron’s report “comes at an opportune time as the narrative around AI has turned negative,” Luria said.Micron’s report itself might not be enough to turn negative sentiment about the AI trade around, he added, but it serves as a reminder to investors that AI winners still exist, “even as debt-laden overextensions” in the market, such as Oracle and CoreWeave, spur investor concerns.","news_type":1,"symbols_score_info":{"MU":2,"AMD":2,"AVGO":2,"PLTR":2,"NVDA":2,"ORCL":2,"CRWV":2,"CEG":2}},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":511393798374032,"gmtCreate":1765879567581,"gmtModify":1765879571514,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"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/511393798374032","repostId":"2591603232","repostType":2,"repost":{"id":"2591603232","kind":"highlight","pubTimestamp":1765865220,"share":"https://ttm.financial/m/news/2591603232?lang=en_US&edition=fundamental","pubTime":"2025-12-16 14:07","market":"us","language":"en","title":"Justin Wolfers Sounds Alarm On November Jobs Report: Shutdown Has Left Economic Data In 'Deep Fog'","url":"https://stock-news.laohu8.com/highlight/detail?id=2591603232","media":"Benzinga_recent_news","summary":"Justin Wolfers warns: Don't trust the unemployment spike. See how the government shutdown artificially inflated November's jobless rate.","content":"<div>\n<p>As fresh labor market numbers for November are set to hit the headlines, top economist Justin Wolfers is urging the public to read the data with extreme caution.\nWolfers warns that the recent ...</p>\n\n<a href=\"https://www.benzinga.com/markets/economic-data/25/12/49412153/justin-wolfers-sounds-alarm-on-november-jobs-report-shutdown-has-left-economic-data-in-deep-fog\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","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>Justin Wolfers Sounds Alarm On November Jobs Report: Shutdown Has Left Economic Data In 'Deep Fog'</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\">\nJustin Wolfers Sounds Alarm On November Jobs Report: Shutdown Has Left Economic Data In 'Deep Fog'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-16 14:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/economic-data/25/12/49412153/justin-wolfers-sounds-alarm-on-november-jobs-report-shutdown-has-left-economic-data-in-deep-fog><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As fresh labor market numbers for November are set to hit the headlines, top economist Justin Wolfers is urging the public to read the data with extreme caution.\nWolfers warns that the recent ...</p>\n\n<a href=\"https://www.benzinga.com/markets/economic-data/25/12/49412153/justin-wolfers-sounds-alarm-on-november-jobs-report-shutdown-has-left-economic-data-in-deep-fog\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn.benzinga.com/files/images/story/2025/12/16/Markets-Show-Mixed.jpeg?optimize=medium&dpr=2&auto=webp&width=240","relate_stocks":{"BK4504":"桥水持仓","BK4585":"ETF&股票定投概念","SPXU":"三倍做空标普500ETF-ProShares","BK4561":"索罗斯持仓","IVV":"标普500ETF-iShares","BK4559":"巴菲特持仓","UPRO":"三倍做多标普500ETF-ProShares","OEF":"标普100指数ETF-iShares","BK4581":"高盛持仓","BK4593":"纳斯达克ETF","BK4534":"瑞士信贷持仓","SSO":"2倍做多标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","SPY":"标普500ETF","SH":"做空标普500-Proshares","OEX":"标普100","BK4588":"碎股","QQQ":"纳指100ETF","BK4550":"红杉资本持仓"},"source_url":"https://www.benzinga.com/markets/economic-data/25/12/49412153/justin-wolfers-sounds-alarm-on-november-jobs-report-shutdown-has-left-economic-data-in-deep-fog","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2591603232","content_text":"As fresh labor market numbers for November are set to hit the headlines, top economist Justin Wolfers is urging the public to read the data with extreme caution.\nWolfers warns that the recent government shutdown has created a statistical “deep fog” that is likely artificially inflating November's unemployment rate, making the economy look worse than it actually is.\nAccording to Wolfers, the root of the problem is the cancellation of the October survey during the government shutdown. This gap in data collection has disrupted the delicate “4-8-4” rotation cycle used by the Bureau of Labor Statistics (BLS), where households are surveyed for four months, left alone for eight, and then surveyed again.\nBecause there was no survey in October, the composition of the November sample has been drastically altered. Typically, only one-eighth of the respondents are new to the survey.\nHowever, Wolfers points out that in the November sample, there are “twice as many inexperienced respondents” as usual—roughly 25% of the total pool.\nSee Also: Six Figures Is The New Poor, The Benchmark That Lied To America\nThis shift in the sample composition matters because of a phenomenon Wolfers identifies as “rotation group bias.”\nHistorical data show a clear psychological or reporting discrepancy: individuals answering the labor survey for the first time consistently report higher unemployment rates than those who have been surveyed previously.\nPointing to data from 2022 through 2025, Wolfers notes that the measured unemployment rate among first-time respondents is “typically 0.7 percentage points higher” than among experienced respondents.\nWith a higher volume of these “pessimistic” first-timers flooding the November sample, the overall weighted average is mathematically destined to skew upward. Wolfers predicts this “will likely push the measured unemployment up a tad,” regardless of the actual health of the job market.\nBeyond the bias, the data is also suffering from increased sampling error. The BLS usually relies on panel data methods—effectively tracking the same people over time—to smooth out volatility.\nWith a quarter of the sample being new, these methods are less effective, leading to potentially erratic estimates.\nWolfers notes that while the government is technically “out of the statistical blackout,” the shutdown's “echo effects” have made it uniquely difficult to parse the official numbers, leaving analysts and policymakers navigating a “deep fog.”\nThe SPDR S&P 500 ETF Trust (NYSE:SPY) and Invesco QQQ Trust ETF (NASDAQ:QQQ), which track the S&P 500 index and Nasdaq 100 index, respectively, closed lower on Monday. The SPY was down 0.15% at $680.73, while the QQQ declined 0.50% to $610.54, according to Benzinga Pro data.\nThe futures of the S&P 500, Dow Jones, and Nasdaq 100 indices were trading lower on Tuesday.\nRead Next:\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nPhoto courtesy: Shutterstock","news_type":1,"symbols_score_info":{"SH":0.6,"SSO":0.6,"SPXU":0.6,"ESmain":0.6,"SDS":0.6,"IVV":0.6,"QQQ":1,"SPY":0.7,"OEF":0.6,"OEX":0.6,"MESmain":0.6,"UPRO":0.6}},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":507253934830384,"gmtCreate":1764863005326,"gmtModify":1764863007753,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"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/507253934830384","repostId":"2588838606","repostType":2,"repost":{"id":"2588838606","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1764859281,"share":"https://ttm.financial/m/news/2588838606?lang=en_US&edition=fundamental","pubTime":"2025-12-04 22:41","market":"hk","language":"en","title":"Klarna Launching Premium, Max Membership Plans in the US","url":"https://stock-news.laohu8.com/highlight/detail?id=2588838606","media":"MT Newswires Live","summary":"Klarna , the \"buy now, pay later\" firm, said Thursday it has expanded its membership program with the launch of Premium and Max plans in the US.The membership plans provide perks like airport lounge access, travel insurance and subscriptions without the need for customers to take on debt or reach a spending requirement, the company said.The membership plans are being provided in partnership with WebBank, Klarna said.Price: 30.81, Change: +0.24, Percent Change: +0.80","content":"<html><body><p> Klarna (KLAR), the \"buy now, pay later\" firm, said Thursday it has expanded its membership program with the launch of Premium and Max plans in the US.</p><p>The membership plans provide perks like airport lounge access, travel insurance and subscriptions without the need for customers to take on debt or reach a spending requirement, the company said.</p><p>The membership plans are being provided in partnership with WebBank, Klarna said.</p><p>Price: 30.81, Change: +0.24, Percent Change: +0.80</p></body></html>","source":"mtnewswires_news","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 Launching Premium, Max Membership Plans in the US</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKlarna Launching Premium, Max Membership Plans in the US\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-12-04 22:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Klarna (KLAR), the \"buy now, pay later\" firm, said Thursday it has expanded its membership program with the launch of Premium and Max plans in the US.</p><p>The membership plans provide perks like airport lounge access, travel insurance and subscriptions without the need for customers to take on debt or reach a spending requirement, the company said.</p><p>The membership plans are being provided in partnership with WebBank, Klarna said.</p><p>Price: 30.81, Change: +0.24, Percent Change: +0.80</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KLAR":"Klarna Group plc","BK4227":"交易和支付处理服务"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2588838606","content_text":"Klarna (KLAR), the \"buy now, pay later\" firm, said Thursday it has expanded its membership program with the launch of Premium and Max plans in the US.The membership plans provide perks like airport lounge access, travel insurance and subscriptions without the need for customers to take on debt or reach a spending requirement, the company said.The membership plans are being provided in partnership with WebBank, Klarna said.Price: 30.81, Change: +0.24, Percent Change: +0.80","news_type":1,"symbols_score_info":{"KLAR":1.5}},"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":501029710721960,"gmtCreate":1763363448827,"gmtModify":1763363452430,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"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/501029710721960","repostId":"500117302071624","repostType":1,"repost":{"id":500117302071624,"gmtCreate":1763118529600,"gmtModify":1763118638214,"author":{"id":"3527667668165440","authorId":"3527667668165440","name":"Capital_Insights","avatar":"https://static.tigerbbs.com/cfdc66fff48bb2b9e2d328ac5eb33100","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667668165440","idStr":"3527667668165440"},"themes":[],"title":"💥Buying the Dip on Circle! Cathie Wood’s New Move: Slashing Tesla & SOFI —What’s Her Game?","htmlText":"In mid-November, Cathie Wood made another round of headline-worthy moves—and this time, they’re anything but subtle.Cathie WoodARK Invest released its daily trading activity for Wednesday, November 12, 2025, revealing several major shifts in positioning. The standout transaction was a purchase of 353,328 shares of <a href=\"https://ttm.financial/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> worth $34,732,142. This buy came on the very same day Circle’s stock dropped roughly 12%.In stark contrast, ARK significantly trimmed its position in <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> selling 70,474 shares worth $30,981,779, while also unloading 43,940 shares of <a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a> for $1,359,943. These weren’t isolated mov","listText":"In mid-November, Cathie Wood made another round of headline-worthy moves—and this time, they’re anything but subtle.Cathie WoodARK Invest released its daily trading activity for Wednesday, November 12, 2025, revealing several major shifts in positioning. The standout transaction was a purchase of 353,328 shares of <a href=\"https://ttm.financial/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> worth $34,732,142. This buy came on the very same day Circle’s stock dropped roughly 12%.In stark contrast, ARK significantly trimmed its position in <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> selling 70,474 shares worth $30,981,779, while also unloading 43,940 shares of <a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a> for $1,359,943. These weren’t isolated mov","text":"In mid-November, Cathie Wood made another round of headline-worthy moves—and this time, they’re anything but subtle.Cathie WoodARK Invest released its daily trading activity for Wednesday, November 12, 2025, revealing several major shifts in positioning. The standout transaction was a purchase of 353,328 shares of $Circle Internet Corp.(CRCL)$ worth $34,732,142. This buy came on the very same day Circle’s stock dropped roughly 12%.In stark contrast, ARK significantly trimmed its position in $Tesla Motors(TSLA)$ selling 70,474 shares worth $30,981,779, while also unloading 43,940 shares of $SoFi Technologies Inc.(SOFI)$ for $1,359,943. These weren’t isolated mov","images":[{"img":"https://community-static.tradeup.com/news/bc5470193dc1af2b89cdbfec92ecb292"},{"img":"https://community-static.tradeup.com/news/b8dff7461debd053ad59ef7784c7ce1e"},{"img":"https://community-static.tradeup.com/news/5c143c3e897669942f8bcefdd883b03f"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/500117302071624","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":499407099290080,"gmtCreate":1762950651432,"gmtModify":1762950655472,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"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/499407099290080","repostId":"1122446384","repostType":2,"repost":{"id":"1122446384","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":1762949337,"share":"https://ttm.financial/m/news/1122446384?lang=en_US&edition=fundamental","pubTime":"2025-11-12 20:08","market":"us","language":"en","title":"Goldman Strategists See US Stocks Lagging All Peers Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=1122446384","media":"Tiger Newspress","summary":"Goldman Sachs strategist Peter Oppenheimer, who accurately predicted Wall Street’s underperformance this year, expects US equities to lag for the next decade. He advised investors to diversify beyond...","content":"<html><head></head><body><p>Goldman Sachs strategist Peter Oppenheimer, who accurately predicted Wall Street’s underperformance this year, expects US equities to lag for the next decade. He advised investors to diversify beyond the US as high valuations limit further gains.</p><p>Oppenheimer’s team projects the S&amp;P 500 to deliver annual returns of 6.5% over the next 10 years — the weakest among major regions — while emerging markets are forecast to lead with 10.9% yearly gains. After a decade of dominance fueled by tech and AI enthusiasm, the S&amp;P 500’s 16% rise this year trails the 27% advance in MSCI’s global index excluding the US.</p><p>“Diversify beyond the US, with a tilt toward emerging markets,” Oppenheimer’s team wrote, citing higher nominal GDP growth and structural reforms that favor EM, and noting that AI’s long-term benefits will be global rather than US-centric.</p><p>Emerging-market growth is expected to be driven by strong earnings in China and India. Asia excluding Japan is seen delivering 10.3% annual returns, Japan 8.2% supported by improved corporate governance, and Europe 7.1%.</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>Goldman Strategists See US Stocks Lagging All Peers Next Decade</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\">\nGoldman Strategists See US Stocks Lagging All Peers Next Decade\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\">2025-11-12 20:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Goldman Sachs strategist Peter Oppenheimer, who accurately predicted Wall Street’s underperformance this year, expects US equities to lag for the next decade. He advised investors to diversify beyond the US as high valuations limit further gains.</p><p>Oppenheimer’s team projects the S&amp;P 500 to deliver annual returns of 6.5% over the next 10 years — the weakest among major regions — while emerging markets are forecast to lead with 10.9% yearly gains. After a decade of dominance fueled by tech and AI enthusiasm, the S&amp;P 500’s 16% rise this year trails the 27% advance in MSCI’s global index excluding the US.</p><p>“Diversify beyond the US, with a tilt toward emerging markets,” Oppenheimer’s team wrote, citing higher nominal GDP growth and structural reforms that favor EM, and noting that AI’s long-term benefits will be global rather than US-centric.</p><p>Emerging-market growth is expected to be driven by strong earnings in China and India. Asia excluding Japan is seen delivering 10.3% annual returns, Japan 8.2% supported by improved corporate governance, and Europe 7.1%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122446384","content_text":"Goldman Sachs strategist Peter Oppenheimer, who accurately predicted Wall Street’s underperformance this year, expects US equities to lag for the next decade. He advised investors to diversify beyond the US as high valuations limit further gains.Oppenheimer’s team projects the S&P 500 to deliver annual returns of 6.5% over the next 10 years — the weakest among major regions — while emerging markets are forecast to lead with 10.9% yearly gains. After a decade of dominance fueled by tech and AI enthusiasm, the S&P 500’s 16% rise this year trails the 27% advance in MSCI’s global index excluding the US.“Diversify beyond the US, with a tilt toward emerging markets,” Oppenheimer’s team wrote, citing higher nominal GDP growth and structural reforms that favor EM, and noting that AI’s long-term benefits will be global rather than US-centric.Emerging-market growth is expected to be driven by strong earnings in China and India. Asia excluding Japan is seen delivering 10.3% annual returns, Japan 8.2% supported by improved corporate governance, and Europe 7.1%.","news_type":1,"symbols_score_info":{".SPX":2,".IXIC":2,".DJI":2}},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":497636965884752,"gmtCreate":1762515914440,"gmtModify":1762515918188,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"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/497636965884752","repostId":"2581015955","repostType":2,"repost":{"id":"2581015955","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":1762502400,"share":"https://ttm.financial/m/news/2581015955?lang=en_US&edition=fundamental","pubTime":"2025-11-07 16:00","market":"us","language":"en","title":"Is AI Too Big to Fail? OpenAI’s Finance Chief May Have Said the Quiet Part Out Loud","url":"https://stock-news.laohu8.com/highlight/detail?id=2581015955","media":"Dow Jones","summary":"The time-honored cliché that owing a bank $100 is your problem, but owing a $1 million dollars is the bank’s problem found new life during the global financial crisis.","content":"<html><head></head><body><p style=\"text-align: start;\">The time-honored cliché that owing a bank $100 is your problem, but owing a $1 million dollars is the bank’s problem found new life during the global financial crisis.</p><p>Individual mortgage borrowers were on the hook for relatively modest amounts, but those sums totaled many hundreds of billions of dollars.</p><p>And we know how that ended.</p><p>That is what makes a hint from OpenAI finance chief Sarah Friar all the more worrying. During a discussion at The Wall Street Journal’s Tech Live Event on Wednesday in New York City, Friar detailed the need for an “ecosystem” of financing that could ultimately fund the trillions in artificial intelligence infrastructure the tech industry says it needs to function.</p><p>She also mused about the idea of a government “backstop,” or “the guarantee that allows the financing to happen” as OpenAI and other companies “build out the full infrastructure today that allows more compute to come into the world.”</p><p style=\"text-align: start;\">It’s probably not the sort of language investors want to hear from the head bean counter at the beating heart of the AI investment boom; OpenAI has made around $1.5 trillion in spending commitments against current annual revenue of around $13 billion.</p><p style=\"text-align: start;\">It’s also not want investors want to hear from OpenAI, which is the world’s most-valuable start up and could come to market with a $1 trillion price tag next year if it so desired. And certainly not when fixed-income traders are marking up debt protection costs for <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, the tech giant whose future revenue growth is tethered to OpenAI’s ambitions. Credit default swaps on Oracle’s five-year bonds are trading at the highest levels since 2023, and have risen nearly 50% over the past month alone, based on fixed-income market data obtained by CNBC.</p><p>Oracle raised $18 billion in a multipart bond issue in early October that included paper maturing in 2065. Reports suggested investor demand for the sale—the second-largest corporate bond offering of the year—reached $88 billion.</p><p style=\"text-align: start;\">But a lot has changed since then.</p><p style=\"text-align: start;\">Cracks in the private credit debt market are starting to cause ripple effects in other corners of the fixed-income space.</p><p style=\"text-align: start;\">The use of special purpose vehicles and other exotic forms of financing to keep new debt off the balance sheets of certain tech companies is raising eyebrows. Titanic levels of capital spending from the biggest AI hyperscalers has also continued to increase.</p><p style=\"text-align: start;\">Global tech junk bond issuance, meanwhile, is quietly on pace to surpass the record high reached in 2020, while overall debt sales from companies, governments, and agencies is likely to top $6 trillion before the end of the year.</p><p style=\"text-align: start;\">Friar walked back some of her remarks in a Wednesday evening LinkedIn post, claiming her use of the word “backstop…muddied the point.”</p><p>“OpenAI is not seeking a government backstop for our infrastructure commitments,” she wrote. “American strength in technology will come from building real industrial capacity which requires the private sector and government playing their part.”</p><p style=\"text-align: start;\">Backstop or no, the taxpayer is already doing its fair share of the heavy lifting.</p><p style=\"text-align: start;\">Tax breaks from the One Big Beautiful Bill Act make AI investments immensely more attractive by allowing companies to deduct the full cost of new assets. Support for the chip sector among both Democrats and Republican members of the House of Representatives remains central to the government’s economic agenda.</p><p>Semiconductors are at the heart of American policy on trade, intellectual property protection, and, in many cases, national security. Top tech executives are regular visitors to the White House and often feted as new industrial heroes when they travel abroad—as was the case when <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>’s Jensen Huang visited South Korea last week and <a href=\"https://laohu8.com/S/AAPL\">Apple</a>’s Tim Cook traveled to China last month.</p><p style=\"text-align: start;\">Meanwhile, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> CEO Elon Musk—the world’s richest man— wants a $1 trillion pay deal tied in part to wealth he can create with his AI vision.</p><p>Friar’s use of the word “backstop” wasn’t a slip of the tongue, it was a candid admission of what everyone already knows: The stock market, the economy, and the U.S. government are all-in on AI.</p><p style=\"text-align: start;\">If OpenAI can’t find the funding for the hundreds of gigawatts of computing power it’s promising—let alone source the energy required to fuel it—the spillover effects will be significant. Nvidia has a stake in OpenAI. So does <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>. OpenAI has a stake in <a href=\"https://laohu8.com/S/AMD\">AMD</a>. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> added nearly $105 billion in stock market value when it unveiled a $38 billion contrac t between OpenAI and its web services division on Monday.</p><p style=\"text-align: start;\">Oracle, <a href=\"https://laohu8.com/S/INTC\">Intel</a>, and Microsoft, as well as smaller companies such as <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>, are all tied deeply into the OpenAI spending web.</p><p style=\"text-align: start;\">The trillions in AI capex, meanwhile, are responsible for the lion’s share of this year’s economic growth—and are powering an outsize portion of the stock market’s record highs.</p><p style=\"text-align: start;\">Put simply, whatever AI owes, it’s likely now everyone’s problem if it can’t be paid back.</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>Is AI Too Big to Fail? OpenAI’s Finance Chief May Have Said the Quiet Part Out Loud</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\">\nIs AI Too Big to Fail? OpenAI’s Finance Chief May Have Said the Quiet Part Out Loud\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\">2025-11-07 16:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">The time-honored cliché that owing a bank $100 is your problem, but owing a $1 million dollars is the bank’s problem found new life during the global financial crisis.</p><p>Individual mortgage borrowers were on the hook for relatively modest amounts, but those sums totaled many hundreds of billions of dollars.</p><p>And we know how that ended.</p><p>That is what makes a hint from OpenAI finance chief Sarah Friar all the more worrying. During a discussion at The Wall Street Journal’s Tech Live Event on Wednesday in New York City, Friar detailed the need for an “ecosystem” of financing that could ultimately fund the trillions in artificial intelligence infrastructure the tech industry says it needs to function.</p><p>She also mused about the idea of a government “backstop,” or “the guarantee that allows the financing to happen” as OpenAI and other companies “build out the full infrastructure today that allows more compute to come into the world.”</p><p style=\"text-align: start;\">It’s probably not the sort of language investors want to hear from the head bean counter at the beating heart of the AI investment boom; OpenAI has made around $1.5 trillion in spending commitments against current annual revenue of around $13 billion.</p><p style=\"text-align: start;\">It’s also not want investors want to hear from OpenAI, which is the world’s most-valuable start up and could come to market with a $1 trillion price tag next year if it so desired. And certainly not when fixed-income traders are marking up debt protection costs for <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, the tech giant whose future revenue growth is tethered to OpenAI’s ambitions. Credit default swaps on Oracle’s five-year bonds are trading at the highest levels since 2023, and have risen nearly 50% over the past month alone, based on fixed-income market data obtained by CNBC.</p><p>Oracle raised $18 billion in a multipart bond issue in early October that included paper maturing in 2065. Reports suggested investor demand for the sale—the second-largest corporate bond offering of the year—reached $88 billion.</p><p style=\"text-align: start;\">But a lot has changed since then.</p><p style=\"text-align: start;\">Cracks in the private credit debt market are starting to cause ripple effects in other corners of the fixed-income space.</p><p style=\"text-align: start;\">The use of special purpose vehicles and other exotic forms of financing to keep new debt off the balance sheets of certain tech companies is raising eyebrows. Titanic levels of capital spending from the biggest AI hyperscalers has also continued to increase.</p><p style=\"text-align: start;\">Global tech junk bond issuance, meanwhile, is quietly on pace to surpass the record high reached in 2020, while overall debt sales from companies, governments, and agencies is likely to top $6 trillion before the end of the year.</p><p style=\"text-align: start;\">Friar walked back some of her remarks in a Wednesday evening LinkedIn post, claiming her use of the word “backstop…muddied the point.”</p><p>“OpenAI is not seeking a government backstop for our infrastructure commitments,” she wrote. “American strength in technology will come from building real industrial capacity which requires the private sector and government playing their part.”</p><p style=\"text-align: start;\">Backstop or no, the taxpayer is already doing its fair share of the heavy lifting.</p><p style=\"text-align: start;\">Tax breaks from the One Big Beautiful Bill Act make AI investments immensely more attractive by allowing companies to deduct the full cost of new assets. Support for the chip sector among both Democrats and Republican members of the House of Representatives remains central to the government’s economic agenda.</p><p>Semiconductors are at the heart of American policy on trade, intellectual property protection, and, in many cases, national security. Top tech executives are regular visitors to the White House and often feted as new industrial heroes when they travel abroad—as was the case when <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>’s Jensen Huang visited South Korea last week and <a href=\"https://laohu8.com/S/AAPL\">Apple</a>’s Tim Cook traveled to China last month.</p><p style=\"text-align: start;\">Meanwhile, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> CEO Elon Musk—the world’s richest man— wants a $1 trillion pay deal tied in part to wealth he can create with his AI vision.</p><p>Friar’s use of the word “backstop” wasn’t a slip of the tongue, it was a candid admission of what everyone already knows: The stock market, the economy, and the U.S. government are all-in on AI.</p><p style=\"text-align: start;\">If OpenAI can’t find the funding for the hundreds of gigawatts of computing power it’s promising—let alone source the energy required to fuel it—the spillover effects will be significant. Nvidia has a stake in OpenAI. So does <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>. OpenAI has a stake in <a href=\"https://laohu8.com/S/AMD\">AMD</a>. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> added nearly $105 billion in stock market value when it unveiled a $38 billion contrac t between OpenAI and its web services division on Monday.</p><p style=\"text-align: start;\">Oracle, <a href=\"https://laohu8.com/S/INTC\">Intel</a>, and Microsoft, as well as smaller companies such as <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>, are all tied deeply into the OpenAI spending web.</p><p style=\"text-align: start;\">The trillions in AI capex, meanwhile, are responsible for the lion’s share of this year’s economic growth—and are powering an outsize portion of the stock market’s record highs.</p><p style=\"text-align: start;\">Put simply, whatever AI owes, it’s likely now everyone’s problem if it can’t be paid back.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","TSLA":"特斯拉","NVDA":"英伟达","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","INTC":"英特尔","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","AMD":"美国超微公司","CRWV":"CoreWeave, Inc.","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0545562505.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC","AMZN":"亚马逊","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0444971666.USD":"天利全球科技基金","AAPL":"苹果","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","MSFT":"微软","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","ORCL":"甲骨文","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2581015955","content_text":"The time-honored cliché that owing a bank $100 is your problem, but owing a $1 million dollars is the bank’s problem found new life during the global financial crisis.Individual mortgage borrowers were on the hook for relatively modest amounts, but those sums totaled many hundreds of billions of dollars.And we know how that ended.That is what makes a hint from OpenAI finance chief Sarah Friar all the more worrying. During a discussion at The Wall Street Journal’s Tech Live Event on Wednesday in New York City, Friar detailed the need for an “ecosystem” of financing that could ultimately fund the trillions in artificial intelligence infrastructure the tech industry says it needs to function.She also mused about the idea of a government “backstop,” or “the guarantee that allows the financing to happen” as OpenAI and other companies “build out the full infrastructure today that allows more compute to come into the world.”It’s probably not the sort of language investors want to hear from the head bean counter at the beating heart of the AI investment boom; OpenAI has made around $1.5 trillion in spending commitments against current annual revenue of around $13 billion.It’s also not want investors want to hear from OpenAI, which is the world’s most-valuable start up and could come to market with a $1 trillion price tag next year if it so desired. And certainly not when fixed-income traders are marking up debt protection costs for Oracle, the tech giant whose future revenue growth is tethered to OpenAI’s ambitions. Credit default swaps on Oracle’s five-year bonds are trading at the highest levels since 2023, and have risen nearly 50% over the past month alone, based on fixed-income market data obtained by CNBC.Oracle raised $18 billion in a multipart bond issue in early October that included paper maturing in 2065. Reports suggested investor demand for the sale—the second-largest corporate bond offering of the year—reached $88 billion.But a lot has changed since then.Cracks in the private credit debt market are starting to cause ripple effects in other corners of the fixed-income space.The use of special purpose vehicles and other exotic forms of financing to keep new debt off the balance sheets of certain tech companies is raising eyebrows. Titanic levels of capital spending from the biggest AI hyperscalers has also continued to increase.Global tech junk bond issuance, meanwhile, is quietly on pace to surpass the record high reached in 2020, while overall debt sales from companies, governments, and agencies is likely to top $6 trillion before the end of the year.Friar walked back some of her remarks in a Wednesday evening LinkedIn post, claiming her use of the word “backstop…muddied the point.”“OpenAI is not seeking a government backstop for our infrastructure commitments,” she wrote. “American strength in technology will come from building real industrial capacity which requires the private sector and government playing their part.”Backstop or no, the taxpayer is already doing its fair share of the heavy lifting.Tax breaks from the One Big Beautiful Bill Act make AI investments immensely more attractive by allowing companies to deduct the full cost of new assets. Support for the chip sector among both Democrats and Republican members of the House of Representatives remains central to the government’s economic agenda.Semiconductors are at the heart of American policy on trade, intellectual property protection, and, in many cases, national security. Top tech executives are regular visitors to the White House and often feted as new industrial heroes when they travel abroad—as was the case when Nvidia’s Jensen Huang visited South Korea last week and Apple’s Tim Cook traveled to China last month.Meanwhile, Tesla CEO Elon Musk—the world’s richest man— wants a $1 trillion pay deal tied in part to wealth he can create with his AI vision.Friar’s use of the word “backstop” wasn’t a slip of the tongue, it was a candid admission of what everyone already knows: The stock market, the economy, and the U.S. government are all-in on AI.If OpenAI can’t find the funding for the hundreds of gigawatts of computing power it’s promising—let alone source the energy required to fuel it—the spillover effects will be significant. Nvidia has a stake in OpenAI. So does Microsoft. OpenAI has a stake in AMD. Amazon added nearly $105 billion in stock market value when it unveiled a $38 billion contrac t between OpenAI and its web services division on Monday.Oracle, Intel, and Microsoft, as well as smaller companies such as CoreWeave, are all tied deeply into the OpenAI spending web.The trillions in AI capex, meanwhile, are responsible for the lion’s share of this year’s economic growth—and are powering an outsize portion of the stock market’s record highs.Put simply, whatever AI owes, it’s likely now everyone’s problem if it can’t be paid back.","news_type":1,"symbols_score_info":{"AMD":2.1,"CRWV":2,"NVDA":2.1,"INTC":2,"MSFT":0.78,"ORCL":2.1,"AAPL":2,"AMZN":2,"TSLA":0.68}},"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":492630812005104,"gmtCreate":1761293835252,"gmtModify":1761293838866,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"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/492630812005104","repostId":"2577083582","repostType":2,"repost":{"id":"2577083582","kind":"news","pubTimestamp":1761240000,"share":"https://ttm.financial/m/news/2577083582?lang=en_US&edition=fundamental","pubTime":"2025-10-24 01:20","market":"nz","language":"en","title":"Nebius (NBIS) Stock Is Rebounding Thursday: What's Going On?","url":"https://stock-news.laohu8.com/highlight/detail?id=2577083582","media":"Benzinga","summary":"Shares of AI infrastructure company Nebius are trading higher Thursday, fueled by strategic news that is overshadowing a recent stock slump.","content":"<div>\n<p>Shares of AI infrastructure company Nebius Group NV (NASDAQ:NBIS) are trading higher Thursday, fueled by strategic news that is overshadowing a recent stock slump. Here’s what investors need to know.\n...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/movers/25/10/48387447/nebius-nbis-stock-is-rebounding-thursday-whats-going-on\">Source Link</a>\n\n</div>\n","source":"benzinga_hot_news","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>Nebius (NBIS) Stock Is Rebounding Thursday: What's Going On?</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\">\nNebius (NBIS) Stock Is Rebounding Thursday: What's Going On?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-24 01:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/movers/25/10/48387447/nebius-nbis-stock-is-rebounding-thursday-whats-going-on><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of AI infrastructure company Nebius Group NV (NASDAQ:NBIS) are trading higher Thursday, fueled by strategic news that is overshadowing a recent stock slump. Here’s what investors need to know.\n...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/movers/25/10/48387447/nebius-nbis-stock-is-rebounding-thursday-whats-going-on\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn.benzinga.com/files/images/story/2025/10/23/Nebius-Group.jpeg?optimize=medium&dpr=2&auto=webp&width=260","relate_stocks":{"SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","BK4505":"高瓴资本持仓","BK4230":"旅客陆运","BK4535":"淡马锡持仓","UBER":"优步","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0329931173.USD":"HSBC GIF RUSSIA EQUITY \"AD\" (USD) INC","BK4550":"红杉资本持仓","BK4588":"碎股","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0329931090.USD":"HSBC GIF RUSSIA EQUITY \"AC\" ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","SG9999014906.USD":"大华全球优质成长基金Acc USD","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","BK4551":"寇图资本持仓","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","SG9999015978.USD":"利安颠覆性创新基金A","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0531971165.HKD":"HSBC GIF RUSSIA EQUITY \"AD\" (HKD) INC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","BK4097":"系统软件","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","NBIS":"NEBIUS","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","BK4077":"互动媒体与服务","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0823431563.USD":"BNP PARIBAS RUSSIA EQUITY \"C\" (USD) ACC","BK4609":"英伟达持仓股","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4585":"ETF&股票定投概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","BK4022":"陆运"},"source_url":"https://www.benzinga.com/trading-ideas/movers/25/10/48387447/nebius-nbis-stock-is-rebounding-thursday-whats-going-on","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2577083582","content_text":"Shares of AI infrastructure company Nebius Group NV (NASDAQ:NBIS) are trading higher Thursday, fueled by strategic news that is overshadowing a recent stock slump. Here’s what investors need to know.\nWhat To Know: On Wednesday, the company announced its autonomous driving subsidiary, Avride, secured up to $375 million in investments and commitments backed by Uber and Nebius itself. \nThe funding aims to rapidly scale Avride's autonomous vehicle services and deepen its partnership with Uber, including plans to launch a robotaxi service on the Uber platform in Dallas by the end of 2025.\nThe update follows a 12% drop in Nebius shares over the prior five sessions. However, reports from Wednesday suggested institutional investors were treating the dip as a buying opportunity.\nInvestors are now looking ahead to the company's third-quarter financial results, which are scheduled for release before the market opens on Nov. 11. Analysts expect the company to report a loss of 49 cents per share and revenue of $155.11 million, according to estimates from Benzinga Pro.\nBenzinga Edge Rankings: According to Benzinga Edge stock rankings, Nebius boasts an exceptionally high Momentum score of 99.08.\nNBIS Price Action: Nebius Group shares were up 6.04% at $104.58 at the time of publication on Thursday, according to Benzinga Pro data.\nRead Also: Don’t Call It A Bubble: Why Gold’s Rally Has Deep, Structural Support\nBesides going to a brokerage platform to purchase a share – or fractional share – of stock, you can also gain access to shares either by buying an exchange traded fund (ETF) that holds the stock itself, or by allocating yourself to a strategy in your 401(k) that would seek to acquire shares in a mutual fund or other instrument. \nFor example, in Nebius Group’s case, it is in the Information Technology sector. An ETF will likely hold shares in many liquid and large companies that help track that sector, allowing an investor to gain exposure to the trends within that segment.\nImage: Shutterstock\nThis content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.","news_type":1,"symbols_score_info":{"UBER":0.9,"NBIS":1.5}},"isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":492471579996632,"gmtCreate":1761254882137,"gmtModify":1761254886000,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"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/492471579996632","repostId":"2577585977","repostType":2,"repost":{"id":"2577585977","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":1761231482,"share":"https://ttm.financial/m/news/2577585977?lang=en_US&edition=fundamental","pubTime":"2025-10-23 22:58","market":"sh","language":"en","title":"These Low-Risk Stocks Could Be A Profitable Answer To This Volatile Earnings Season","url":"https://stock-news.laohu8.com/highlight/detail?id=2577585977","media":"Dow Jones","summary":"Slow and steady performers do better over the long term. Stocks have become more volatile after they report earnings. Long-term investors can try to exploit this greater volatility, but shorter-term investors will want to favor lower-volatility stocks in the coming months.General Motors  is a good example - the stock jumped 15% after its earnings report on Oct. 21. Netflix  shares fell 10% after it missed earnings on Oct. 22.Consider the performance of a hypothetical portfolio that buys the 10% of stocks with the highest betas and sells short the decile of stocks with the lowest betas. As you can see from the chart below, this portfolio makes money on average during the busiest weeks of earnings season - and is a slight loser the rest of the time. The data in the chart come from a study entitled \"Asset Pricing on Earnings Announcement Days,\" published three years ago in the Journal of Financial Economics.","content":"<html><head></head><body><p>Stocks have become more volatile after they report earnings. Long-term investors can try to exploit this greater volatility, but shorter-term investors will want to favor lower-volatility stocks in the coming months.</p><p><a href=\"https://laohu8.com/S/GM\">General Motors</a> <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> is a good example - the stock jumped 15% after its earnings report on Oct. 21. <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> shares fell 10% after it missed earnings on Oct. 22.</p><p>Such outsized reactions to earnings reports are increasingly the norm, according to research conducted by Bespoke Investment, as you can see from the chart below.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b8d541cc1767dec53faeb0054119e492\" title=\"\" tg-width=\"700\" tg-height=\"471\"/></p><p>The chart shows the average absolute one-day percentage change following earnings reports in each of the past 15 years. The trend over this time is steeply upward, with 2025&#39;s average being a full 2 percentage points higher than 2010&#39;s. The average is even higher for the latest quarterly earnings season - 8.5%, according to Bespoke.</p><p>To understand the investment implications here, it&#39;s important to realize that increasing post-earnings volatility is not based on fundamentals. It instead traces to Wall Street&#39;s increasing reliance on short-term momentum strategies. By chasing performance, individuals and institutions exaggerate both the gains of companies whose earnings beat expectations and the losses of companies that miss.</p><p>One consequence is a greater number of stocks that are significantly over- or undervalued, according to Steven Check, editor of the Blue Chip Investor newsletter - thereby creating openings for investors who focus on the long term.</p><p>&#34;As a larger percentage of market participants buy and sell stocks with no regard for a company&#39;s intrinsic value or earning power,&#34; Check wrote in the October issue of his newsletter, &#34;it creates more opportunities for long-term, fundamental investors ... to identify mis-priced investments.&#34; (Disclosure: Check&#39;s newsletter contracts with my performance auditing firm to calculate its track record.)</p><h2 id=\"id_3801128452\">Betting against beta</h2><p>There is also a less-obvious implication of Bespoke&#39;s research: Earnings season is one of the only times when the highest-beta stocks outperform the lowest volatility issues, on average. Unless you&#39;re a daredevil who loves to incur risk, most of the time you should bet against beta.</p><p>Consider the performance of a hypothetical portfolio that buys the 10% of stocks with the highest betas and sells short the decile of stocks with the lowest betas. As you can see from the chart below, this portfolio makes money on average during the busiest weeks of earnings season - and is a slight loser the rest of the time. The data in the chart come from a study entitled &#34;Asset Pricing on Earnings Announcement Days,&#34; published three years ago in the Journal of Financial Economics.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f4cba6d66cd87eae54849c7f425c8613\" title=\"\" tg-width=\"700\" tg-height=\"478\"/></p><p>The implication: Since the current earnings season is winding down, you should be betting against beta for the next several months - at least until the third week of January, the busiest week of the next earnings season.</p><p>The most straightforward way of betting against beta is with an ETF that focuses on low-beta stocks, such as the <a href=\"https://laohu8.com/S/IVZ\">Invesco</a> S&amp;P 500 Low Volatility ETF SPLV, which invests in the 100 stocks within the S&amp;P 500 SPX that have the lowest trailing 12-month volatility.</p><p>For those who want to bet against beta with individual stocks, the 12 companies listed below are recommended for purchase by at least two of the investment newsletters my auditing firm monitors and have a beta no greater than 0.6 (according to LSEG). They are listed in ascending beta order.</p><p>-- <a href=\"https://laohu8.com/S/GIS\">General Mills</a> </p><p>-- <a href=\"https://laohu8.com/S/HRL\">Hormel</a> </p><p>-- <a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb</a> </p><p>-- <a href=\"https://laohu8.com/S/MRK\">Merck</a> </p><p>-- <a href=\"https://laohu8.com/S/JNJ\">JNJ</a></p><p>-- <a href=\"https://laohu8.com/S/AMGN\">Amgen</a> </p><p>-- <a href=\"https://laohu8.com/S/GD\">General Dynamics</a> </p><p>-- <a href=\"https://laohu8.com/S/HQY\">HealthEquity</a> </p><p>-- <a href=\"https://laohu8.com/S/PFE\">Pfizer</a> PFE</p><p>-- <a href=\"https://laohu8.com/S/KR\">Kroger</a> </p><p>-- <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods </p><p>-- <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> Corp</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>These Low-Risk Stocks Could Be A Profitable Answer To This Volatile Earnings Season</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 Low-Risk Stocks Could Be A Profitable Answer To This Volatile Earnings Season\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\">2025-10-23 22:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks have become more volatile after they report earnings. Long-term investors can try to exploit this greater volatility, but shorter-term investors will want to favor lower-volatility stocks in the coming months.</p><p><a href=\"https://laohu8.com/S/GM\">General Motors</a> <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> is a good example - the stock jumped 15% after its earnings report on Oct. 21. <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> shares fell 10% after it missed earnings on Oct. 22.</p><p>Such outsized reactions to earnings reports are increasingly the norm, according to research conducted by Bespoke Investment, as you can see from the chart below.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b8d541cc1767dec53faeb0054119e492\" title=\"\" tg-width=\"700\" tg-height=\"471\"/></p><p>The chart shows the average absolute one-day percentage change following earnings reports in each of the past 15 years. The trend over this time is steeply upward, with 2025&#39;s average being a full 2 percentage points higher than 2010&#39;s. The average is even higher for the latest quarterly earnings season - 8.5%, according to Bespoke.</p><p>To understand the investment implications here, it&#39;s important to realize that increasing post-earnings volatility is not based on fundamentals. It instead traces to Wall Street&#39;s increasing reliance on short-term momentum strategies. By chasing performance, individuals and institutions exaggerate both the gains of companies whose earnings beat expectations and the losses of companies that miss.</p><p>One consequence is a greater number of stocks that are significantly over- or undervalued, according to Steven Check, editor of the Blue Chip Investor newsletter - thereby creating openings for investors who focus on the long term.</p><p>&#34;As a larger percentage of market participants buy and sell stocks with no regard for a company&#39;s intrinsic value or earning power,&#34; Check wrote in the October issue of his newsletter, &#34;it creates more opportunities for long-term, fundamental investors ... to identify mis-priced investments.&#34; (Disclosure: Check&#39;s newsletter contracts with my performance auditing firm to calculate its track record.)</p><h2 id=\"id_3801128452\">Betting against beta</h2><p>There is also a less-obvious implication of Bespoke&#39;s research: Earnings season is one of the only times when the highest-beta stocks outperform the lowest volatility issues, on average. Unless you&#39;re a daredevil who loves to incur risk, most of the time you should bet against beta.</p><p>Consider the performance of a hypothetical portfolio that buys the 10% of stocks with the highest betas and sells short the decile of stocks with the lowest betas. As you can see from the chart below, this portfolio makes money on average during the busiest weeks of earnings season - and is a slight loser the rest of the time. The data in the chart come from a study entitled &#34;Asset Pricing on Earnings Announcement Days,&#34; published three years ago in the Journal of Financial Economics.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f4cba6d66cd87eae54849c7f425c8613\" title=\"\" tg-width=\"700\" tg-height=\"478\"/></p><p>The implication: Since the current earnings season is winding down, you should be betting against beta for the next several months - at least until the third week of January, the busiest week of the next earnings season.</p><p>The most straightforward way of betting against beta is with an ETF that focuses on low-beta stocks, such as the <a href=\"https://laohu8.com/S/IVZ\">Invesco</a> S&amp;P 500 Low Volatility ETF SPLV, which invests in the 100 stocks within the S&amp;P 500 SPX that have the lowest trailing 12-month volatility.</p><p>For those who want to bet against beta with individual stocks, the 12 companies listed below are recommended for purchase by at least two of the investment newsletters my auditing firm monitors and have a beta no greater than 0.6 (according to LSEG). They are listed in ascending beta order.</p><p>-- <a href=\"https://laohu8.com/S/GIS\">General Mills</a> </p><p>-- <a href=\"https://laohu8.com/S/HRL\">Hormel</a> </p><p>-- <a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb</a> </p><p>-- <a href=\"https://laohu8.com/S/MRK\">Merck</a> </p><p>-- <a href=\"https://laohu8.com/S/JNJ\">JNJ</a></p><p>-- <a href=\"https://laohu8.com/S/AMGN\">Amgen</a> </p><p>-- <a href=\"https://laohu8.com/S/GD\">General Dynamics</a> </p><p>-- <a href=\"https://laohu8.com/S/HQY\">HealthEquity</a> </p><p>-- <a href=\"https://laohu8.com/S/PFE\">Pfizer</a> PFE</p><p>-- <a href=\"https://laohu8.com/S/KR\">Kroger</a> </p><p>-- <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods </p><p>-- <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> Corp</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0672654240.SGD":"FTIF - 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Long-term investors can try to exploit this greater volatility, but shorter-term investors will want to favor lower-volatility stocks in the coming months.General Motors $(GM)$ is a good example - the stock jumped 15% after its earnings report on Oct. 21. Netflix $(NFLX)$ shares fell 10% after it missed earnings on Oct. 22.Such outsized reactions to earnings reports are increasingly the norm, according to research conducted by Bespoke Investment, as you can see from the chart below.The chart shows the average absolute one-day percentage change following earnings reports in each of the past 15 years. The trend over this time is steeply upward, with 2025's average being a full 2 percentage points higher than 2010's. The average is even higher for the latest quarterly earnings season - 8.5%, according to Bespoke.To understand the investment implications here, it's important to realize that increasing post-earnings volatility is not based on fundamentals. It instead traces to Wall Street's increasing reliance on short-term momentum strategies. By chasing performance, individuals and institutions exaggerate both the gains of companies whose earnings beat expectations and the losses of companies that miss.One consequence is a greater number of stocks that are significantly over- or undervalued, according to Steven Check, editor of the Blue Chip Investor newsletter - thereby creating openings for investors who focus on the long term.\"As a larger percentage of market participants buy and sell stocks with no regard for a company's intrinsic value or earning power,\" Check wrote in the October issue of his newsletter, \"it creates more opportunities for long-term, fundamental investors ... to identify mis-priced investments.\" (Disclosure: Check's newsletter contracts with my performance auditing firm to calculate its track record.)Betting against betaThere is also a less-obvious implication of Bespoke's research: Earnings season is one of the only times when the highest-beta stocks outperform the lowest volatility issues, on average. Unless you're a daredevil who loves to incur risk, most of the time you should bet against beta.Consider the performance of a hypothetical portfolio that buys the 10% of stocks with the highest betas and sells short the decile of stocks with the lowest betas. As you can see from the chart below, this portfolio makes money on average during the busiest weeks of earnings season - and is a slight loser the rest of the time. The data in the chart come from a study entitled \"Asset Pricing on Earnings Announcement Days,\" published three years ago in the Journal of Financial Economics.The implication: Since the current earnings season is winding down, you should be betting against beta for the next several months - at least until the third week of January, the busiest week of the next earnings season.The most straightforward way of betting against beta is with an ETF that focuses on low-beta stocks, such as the Invesco S&P 500 Low Volatility ETF SPLV, which invests in the 100 stocks within the S&P 500 SPX that have the lowest trailing 12-month volatility.For those who want to bet against beta with individual stocks, the 12 companies listed below are recommended for purchase by at least two of the investment newsletters my auditing firm monitors and have a beta no greater than 0.6 (according to LSEG). They are listed in ascending beta order.-- General Mills -- Hormel -- Bristol-Myers Squibb -- Merck -- JNJ-- Amgen -- General Dynamics -- HealthEquity -- Pfizer PFE-- Kroger -- Tyson Foods -- CVS Health Corp","news_type":1,"symbols_score_info":{"PFE":1,"HRL":1,"HQY":1,"TSN":1,"JNJ":1,"MYE":1,"KR":1,"MRK":1,"GD":1,"AMGN":1,"GIS":1,"CVS":1}},"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":485130817831520,"gmtCreate":1759470723413,"gmtModify":1759470725593,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"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/485130817831520","repostId":"2570004120","repostType":2,"repost":{"id":"2570004120","kind":"news","pubTimestamp":1758881700,"share":"https://ttm.financial/m/news/2570004120?lang=en_US&edition=fundamental","pubTime":"2025-09-26 18:15","market":"nz","language":"en","title":"Kodiak AI Shares Drop Over 6% In Friday Pre-Market: What's Going On?","url":"https://stock-news.laohu8.com/highlight/detail?id=2570004120","media":"Benzinga","summary":"Kodiak AI, Inc. (NASDAQ: KDK) shares are trending on Friday.\n\n\n\nCheck out the current price of KDK stock here.","content":"<div>\n<p>Kodiak AI, Inc. (NASDAQ: KDK) shares are trending on Friday.\nCheck out the current price of KDK stock here. \nAres Acquisition Corporation II, which recently completed its merger and has been renamed ...</p>\n\n<a href=\"https://www.benzinga.com/markets/equities/25/09/47885086/kodiak-ai-shares-drop-over-6-in-friday-pre-market-whats-going-on\">Source Link</a>\n\n</div>\n","source":"benzinga_hot_news","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>Kodiak AI Shares Drop Over 6% In Friday Pre-Market: What's Going On?</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\">\nKodiak AI Shares Drop Over 6% In Friday Pre-Market: What's Going On?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-26 18:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/equities/25/09/47885086/kodiak-ai-shares-drop-over-6-in-friday-pre-market-whats-going-on><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Kodiak AI, Inc. (NASDAQ: KDK) shares are trending on Friday.\nCheck out the current price of KDK stock here. \nAres Acquisition Corporation II, which recently completed its merger and has been renamed ...</p>\n\n<a href=\"https://www.benzinga.com/markets/equities/25/09/47885086/kodiak-ai-shares-drop-over-6-in-friday-pre-market-whats-going-on\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn.benzinga.com/files/images/story/2025/09/26/Stuttgart--Germany---03-12-2022-Mobile-P.jpeg?optimize=medium&dpr=2&auto=webp&width=260","relate_stocks":{"BK4023":"应用软件","BK4543":"AI","BK4585":"ETF&股票定投概念","AESI":"Atlas Energy Solutions Inc.","KDK":"Kodiak Robotics","BK4528":"SaaS概念","BK4551":"寇图资本持仓","BK4179":"石油天然气设备与服务","BK4588":"碎股","BK4587":"ChatGPT概念"},"source_url":"https://www.benzinga.com/markets/equities/25/09/47885086/kodiak-ai-shares-drop-over-6-in-friday-pre-market-whats-going-on","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2570004120","content_text":"Kodiak AI, Inc. (NASDAQ: KDK) shares are trending on Friday.\nCheck out the current price of KDK stock here. \nAres Acquisition Corporation II, which recently completed its merger and has been renamed Kodiak AI, Inc., saw its shares decline 5.66% to $7.50 during pre-market trading on Friday following completion of its business combination with autonomous vehicle company Kodiak Robotics, Inc.\nThe special purpose acquisition company (SPAC) began trading under the ticker symbols “KDK” and “KDKRW” on Thursday.\nThe business merger, approved on Sept. 23, valued Kodiak Robotics at $2.5 billion, making it one of the largest de-SPAC deals of 2025.\nSee Also: MP Materials Stock Surges: Here’s Why\nThe combined entity raised $275 million, including $145 million in PIPE funding and $62.9 million in AACT trust cash.\nKodiak’s AI-powered trucking system addresses driver shortages and rising costs. The company logged 3 million autonomous miles and 3,000+ paid driverless hours.\nIn 2025, Atlas Energy Solutions (NYSE: AESI) placed an initial order of 100 driverless semi-trucks with Kodiak\nCEO Don Burnette noted the technology’s current deployment: “The Kodiak Driver is already on the road, safely delivering freight for paying customers.”\nKodiak AI’s SPAC merger, backed by prominent investors such as George Soros and Cathie Wood, aims to capture a share of the $4 trillion global freight market, which helped fuel a rally in after-hours trading following the funding announcement.\nAccording to Benzinga Pro data, the pre-market decline follows Thursday's 9.14% drop to $7.95.The stock's pre-market drop follows a 9.14% fall on Thursday, bringing it down to $7.95. KDK has lost 26.46% in value over the past year, and it currently has a market value of $587.05 million with an average daily volume of 525,540.\nRead Next:\nImage Via Shutterstock\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.","news_type":1,"symbols_score_info":{"AESI":1,"KDK":1}},"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":485128257012464,"gmtCreate":1759469841222,"gmtModify":1759469843415,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"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/485128257012464","repostId":"2572520502","repostType":2,"repost":{"id":"2572520502","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":1759459746,"share":"https://ttm.financial/m/news/2572520502?lang=en_US&edition=fundamental","pubTime":"2025-10-03 10:49","market":"us","language":"en","title":"Cathie Wood Hitches A Ride on George Soros-Backed Driverless Truck Company Kodiak AI, Doubles down on China AI Bets Alibaba And Baidu","url":"https://stock-news.laohu8.com/highlight/detail?id=2572520502","media":"Benzinga","summary":"Cathie Wood-led Ark Invest made significant trades on Thursday, focusing on major companies like Alibaba Group Holding Ltd (NYSE:BABA), Baidu Inc (NASDAQ:BIDU), Brera Holdings PLC (N","content":"<html><head></head><body><p><strong>Cathie Wood</strong>-led <strong>Ark Invest</strong> made significant trades on Thursday, focusing on major companies like <a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, <a href=\"https://laohu8.com/S/BREA\">Brera Holdings PLC</a> and <a href=\"https://laohu8.com/S/KDK\">Kodiak Robotics</a>. These trades reflect Ark’s strategic positioning in the tech and innovation sectors.</p><h3 id=\"id_62377822\" style=\"text-align: start;\">The Alibaba Trade</h3><p>Ark Invest’s flagship fund, <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>, acquired 14,453 shares of Alibaba on Thursday. This purchase comes as Alibaba’s stock surged past its 52-week high, closing at $189.34. The trade is valued at approximately $2.74 million.</p><p>The rise in Alibaba’s stock is attributed to its mapping and local services platform, Amap, reaching a record 360 million daily users during China’s National Day holiday. This milestone, along with new AI-driven features, has significantly boosted investor confidence. </p><h3 id=\"id_2921905579\" style=\"text-align: start;\">The Baidu Trade</h3><p>On the same day, ARKK also purchased 45,478 shares of  <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, valued at around $6.4 million, with the stock closing at $140.23.</p><p>Baidu’s Apollo Go robotaxi business is expanding globally, targeting markets like Australia and Southeast Asia. This expansion is part of Baidu’s strategy to compete with giants like Waymo and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>. Baidu’s recent achievements include securing 50 trial licenses in Dubai, allowing the company to expand its fleet to approximately 100 cars in the UAE. </p><p>On Wednesday, Ark purchased $2.97 million worth of Baidu shares, and on Tuesday, it bought $6.9 million worth.</p><h3 id=\"id_495650773\" style=\"text-align: start;\">The Brera Holdings Trade</h3><p>Ark Invest decided to sell 44,209 shares of  <a href=\"https://laohu8.com/S/BREA\">Brera Holdings PLC</a><strong> </strong>from its ARKK fund, with the stock closing at $25.20. The sale is valued at approximately $1.1 million.</p><p>Brera Holdings recently experienced a substantial rally after announcing a Solana treasury strategy, which saw its shares jump before a pullback. </p><p>The Wood-backed firm jetisoned $2.5 million worth of Brera Holdings stock on Wednesday, and $6.6 million worth of shares were sold on Tuesday. Last month, Ark invested $162 million in Brera Holdings by buying 6,500,001 shares.</p><h3 id=\"id_1219964738\" style=\"text-align: start;\">The Kodiak AI Trade</h3><p>In a notable move,  <a href=\"https://laohu8.com/S/ARKQ\">ARK Autonomous Technology &amp; Robotics ETF</a>  purchased 190,165 shares of the George Soros-backed Kodiak AI valued at about $1.3 million, with the stock closing at $6.83.</p><p>Kodiak AI surged 14.6% on Thursday following a disclosure from Soros Fund Management that it had built a 5.7% passive position in the company. The stake amounts to roughly 9.97 million shares, compared with Kodiak AI&#39;s 174.96 million shares outstanding.</p><p>This acquisition, by Ark Invest, follows recent news of <a href=\"https://laohu8.com/S/KDK\">Kodiak Robotics</a> merger funding announcement, which included backing from Soros Fund Management and Ark Investments. The funding package for the merger exceeds $275 million, highlighting significant investor interest in Kodiak’s autonomous vehicle technology.</p><h3 id=\"id_4274948179\" style=\"text-align: start;\">Other Key Trades</h3><ul style=\"list-style-type: disc;\"><li><p>Sold 40,353 shares of  <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>  from ARKK and 24,429 shares from ARKW.</p></li></ul></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>Cathie Wood Hitches A Ride on George Soros-Backed Driverless Truck Company Kodiak AI, Doubles down on China AI Bets Alibaba And Baidu</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\">\nCathie Wood Hitches A Ride on George Soros-Backed Driverless Truck Company Kodiak AI, Doubles down on China AI Bets Alibaba And Baidu\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\">2025-10-03 10:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Cathie Wood</strong>-led <strong>Ark Invest</strong> made significant trades on Thursday, focusing on major companies like <a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, <a href=\"https://laohu8.com/S/BREA\">Brera Holdings PLC</a> and <a href=\"https://laohu8.com/S/KDK\">Kodiak Robotics</a>. These trades reflect Ark’s strategic positioning in the tech and innovation sectors.</p><h3 id=\"id_62377822\" style=\"text-align: start;\">The Alibaba Trade</h3><p>Ark Invest’s flagship fund, <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>, acquired 14,453 shares of Alibaba on Thursday. This purchase comes as Alibaba’s stock surged past its 52-week high, closing at $189.34. The trade is valued at approximately $2.74 million.</p><p>The rise in Alibaba’s stock is attributed to its mapping and local services platform, Amap, reaching a record 360 million daily users during China’s National Day holiday. This milestone, along with new AI-driven features, has significantly boosted investor confidence. </p><h3 id=\"id_2921905579\" style=\"text-align: start;\">The Baidu Trade</h3><p>On the same day, ARKK also purchased 45,478 shares of  <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, valued at around $6.4 million, with the stock closing at $140.23.</p><p>Baidu’s Apollo Go robotaxi business is expanding globally, targeting markets like Australia and Southeast Asia. This expansion is part of Baidu’s strategy to compete with giants like Waymo and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>. Baidu’s recent achievements include securing 50 trial licenses in Dubai, allowing the company to expand its fleet to approximately 100 cars in the UAE. </p><p>On Wednesday, Ark purchased $2.97 million worth of Baidu shares, and on Tuesday, it bought $6.9 million worth.</p><h3 id=\"id_495650773\" style=\"text-align: start;\">The Brera Holdings Trade</h3><p>Ark Invest decided to sell 44,209 shares of  <a href=\"https://laohu8.com/S/BREA\">Brera Holdings PLC</a><strong> </strong>from its ARKK fund, with the stock closing at $25.20. The sale is valued at approximately $1.1 million.</p><p>Brera Holdings recently experienced a substantial rally after announcing a Solana treasury strategy, which saw its shares jump before a pullback. </p><p>The Wood-backed firm jetisoned $2.5 million worth of Brera Holdings stock on Wednesday, and $6.6 million worth of shares were sold on Tuesday. Last month, Ark invested $162 million in Brera Holdings by buying 6,500,001 shares.</p><h3 id=\"id_1219964738\" style=\"text-align: start;\">The Kodiak AI Trade</h3><p>In a notable move,  <a href=\"https://laohu8.com/S/ARKQ\">ARK Autonomous Technology &amp; Robotics ETF</a>  purchased 190,165 shares of the George Soros-backed Kodiak AI valued at about $1.3 million, with the stock closing at $6.83.</p><p>Kodiak AI surged 14.6% on Thursday following a disclosure from Soros Fund Management that it had built a 5.7% passive position in the company. The stake amounts to roughly 9.97 million shares, compared with Kodiak AI&#39;s 174.96 million shares outstanding.</p><p>This acquisition, by Ark Invest, follows recent news of <a href=\"https://laohu8.com/S/KDK\">Kodiak Robotics</a> merger funding announcement, which included backing from Soros Fund Management and Ark Investments. The funding package for the merger exceeds $275 million, highlighting significant investor interest in Kodiak’s autonomous vehicle technology.</p><h3 id=\"id_4274948179\" style=\"text-align: start;\">Other Key Trades</h3><ul style=\"list-style-type: disc;\"><li><p>Sold 40,353 shares of  <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>  from ARKK and 24,429 shares from ARKW.</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4587":"ChatGPT概念","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BIDU":"百度","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4552":"Archegos爆仓风波概念","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","BK4574":"无人驾驶","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4220":"综合零售","BK4524":"宅经济概念","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","BK4554":"元宇宙及AR概念","SLMT":"Brera Holdings PLC","BABA":"阿里巴巴","LU1046421795.USD":"富达环球科技A-ACC","BK4544":"ARK ETF合集","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","KDK":"Kodiak Robotics","BK4514":"搜索引擎","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","BK4575":"芯片概念"},"source_url":"https://www.benzinga.com/markets/equities/25/10/48009528/cathie-wood-hitches-a-ride-on-george-soros-backed-driverless-truck-company-kodiak-ai-doubles-down-on-china-ai-bets-alibaba-and-baidu","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2572520502","content_text":"Cathie Wood-led Ark Invest made significant trades on Thursday, focusing on major companies like Alibaba Group, Baidu, Brera Holdings PLC and Kodiak Robotics. These trades reflect Ark’s strategic positioning in the tech and innovation sectors.The Alibaba TradeArk Invest’s flagship fund, ARK Innovation ETF, acquired 14,453 shares of Alibaba on Thursday. This purchase comes as Alibaba’s stock surged past its 52-week high, closing at $189.34. The trade is valued at approximately $2.74 million.The rise in Alibaba’s stock is attributed to its mapping and local services platform, Amap, reaching a record 360 million daily users during China’s National Day holiday. This milestone, along with new AI-driven features, has significantly boosted investor confidence. The Baidu TradeOn the same day, ARKK also purchased 45,478 shares of  Baidu, valued at around $6.4 million, with the stock closing at $140.23.Baidu’s Apollo Go robotaxi business is expanding globally, targeting markets like Australia and Southeast Asia. This expansion is part of Baidu’s strategy to compete with giants like Waymo and Tesla. Baidu’s recent achievements include securing 50 trial licenses in Dubai, allowing the company to expand its fleet to approximately 100 cars in the UAE. On Wednesday, Ark purchased $2.97 million worth of Baidu shares, and on Tuesday, it bought $6.9 million worth.The Brera Holdings TradeArk Invest decided to sell 44,209 shares of  Brera Holdings PLC from its ARKK fund, with the stock closing at $25.20. The sale is valued at approximately $1.1 million.Brera Holdings recently experienced a substantial rally after announcing a Solana treasury strategy, which saw its shares jump before a pullback. The Wood-backed firm jetisoned $2.5 million worth of Brera Holdings stock on Wednesday, and $6.6 million worth of shares were sold on Tuesday. Last month, Ark invested $162 million in Brera Holdings by buying 6,500,001 shares.The Kodiak AI TradeIn a notable move,  ARK Autonomous Technology & Robotics ETF  purchased 190,165 shares of the George Soros-backed Kodiak AI valued at about $1.3 million, with the stock closing at $6.83.Kodiak AI surged 14.6% on Thursday following a disclosure from Soros Fund Management that it had built a 5.7% passive position in the company. The stake amounts to roughly 9.97 million shares, compared with Kodiak AI's 174.96 million shares outstanding.This acquisition, by Ark Invest, follows recent news of Kodiak Robotics merger funding announcement, which included backing from Soros Fund Management and Ark Investments. The funding package for the merger exceeds $275 million, highlighting significant investor interest in Kodiak’s autonomous vehicle technology.Other Key TradesSold 40,353 shares of  Roku Inc  from ARKK and 24,429 shares from ARKW.","news_type":1,"symbols_score_info":{"SLMT":1.1,"BREA":1.1,"BABA":1.1,"KDK":1.1,"BIDU":1.1}},"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":484793755013576,"gmtCreate":1759388307243,"gmtModify":1759388309306,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"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/484793755013576","repostId":"2572530167","repostType":2,"repost":{"id":"2572530167","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":1759376041,"share":"https://ttm.financial/m/news/2572530167?lang=en_US&edition=fundamental","pubTime":"2025-10-02 11:34","market":"hk","language":"en","title":"CoreWeave's Stock Has Been Red Hot, but This Rival May Be a Better Investment","url":"https://stock-news.laohu8.com/highlight/detail?id=2572530167","media":"Dow Jones","summary":"While CoreWeave grabs headlines with its Meta deal, rival neocloud Nebius might offer a better path for growth, according to one Wall Street firm. Nebius recently secured a $17.4 billion contract with Microsoft.CoreWeave Inc.'s stock has been on a tear recently thanks to the artificial-intelligence trade, but one Wall Street firm believes that the real opportunity lies within the company's biggest neocloud rival: Nebius Group N.V.Shares of CoreWeave  rallied 12% on Tuesday on the news of a $14.2 billion cloud-computing agreement with Meta Platforms Inc. , bringing the stock up 46% in the last month. Still, the development wasn't enough to convince D.A. Davidson analyst Gil Luria, one of CoreWeave's biggest bears, to part with his underperform rating and price target of $36 on the stock.According to Seaport analyst Jay Goldberg, who ini","content":"<html><head></head><body><p>While CoreWeave grabs headlines with its Meta deal, rival neocloud Nebius might offer a better path for growth, according to one Wall Street firm.</p><p><a href=\"https://laohu8.com/S/CRWV\">CoreWeave, Inc.</a> Inc.&#39;s stock has been on a tear recently thanks to the artificial-intelligence trade, but one Wall Street firm believes that the real opportunity lies within the company&#39;s biggest neocloud rival: Nebius Group N.V.</p><p>Shares of CoreWeave rallied 12% on Tuesday on the news of a $14.2 billion cloud-computing agreement with <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, bringing the stock up 46% in the last month. Still, the development wasn&#39;t enough to convince D.A. Davidson analyst Gil Luria, one of CoreWeave&#39;s biggest bears, to part with his underperform rating and price target of $36 on the stock.</p><p>While Luria acknowledged Tuesday that the Meta agreement was a positive driver for CoreWeave, he wrote that <a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a> offers a much more compelling neocloud business model.</p><p>Fellow D.A. Davidson analyst Alexander Platt highlighted in a September note that Nebius&#39;s stock trades at &#34;a noticeable discount&#34; to CoreWeave&#39;s on a backlog basis. CoreWeave has around $30 billion in revenue backlog and a market capitalization of roughly $60 billion, compared with Nebius&#39;s roughly $20 billion in backlog and $28 billion market cap. Nebius also recently signed a high-profile agreement with a hyperscaler - a $17.4 billion deal with <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp.</p><p>It&#39;s not as if Nebius&#39;s stock has been starved for momentum. The stock has also enjoyed a substantial run-up recently, rallying nearly 70% in the last month. But what differentiates it from CoreWeave is that Nebius &#34;still has upside to its valuation based on this Microsoft contract alone which is providing higher-quality backlog, while not including what we believe is a likely other high-profile deal and market realization of the non-core business values in full,&#34; Platt wrote.</p><p>D.A. Davidson has a buy rating and $125 price target on Nebius shares.</p><p>Luria&#39;s biggest concern with CoreWeave is its capital structure. He pointed out that the company is generating less than 5% returns &#34;on assets it has to borrow at [greater than] 9% to acquire.&#34; CoreWeave has funded its high capital expenditures by taking on debt, including using its <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> graphics processing units as collateral.</p><p>Luria said he didn&#39;t see the company&#39;s capital structure improving in the near future: &#34;CoreWeave is likely to be forced to raise incremental capital to keep pace with their competitors and build out to meet commitments,&#34; he wrote.</p><p>And while the Meta deal diversifies CoreWeave&#39;s revenue streams, the company&#39;s customer base is highly concentrated among a few hyperscalers and AI companies.</p><p>According to Seaport analyst Jay Goldberg, who initiated coverage of both neoclouds last month with neutral ratings, Nebius is pursuing a broader customer base and spending significantly less on capital expenditures than CoreWeave.</p><p>&#34;Ultimately, CoreWeave&#39;s focus on large customers is its greatest risk,&#34; Goldberg wrote.</p><p>Nebius can also sell off stakes in its noncore businesses to raise funding instead of taking on additional debt, Goldberg added. For example, the company has stakes in TripleTen, an education-technology platform that offers part-time coding boot camps; and Avride, which makes software for autonomous driving.</p><p>For Luria, the choice between CoreWeave and Nebius is clear, as Nebius offers &#34;better customer mix, unit economics and capital structure.&#34;</p><p></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>CoreWeave's Stock Has Been Red Hot, but This Rival May Be a Better 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\">\nCoreWeave's Stock Has Been Red Hot, but This Rival May Be a Better Investment\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\">2025-10-02 11:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>While CoreWeave grabs headlines with its Meta deal, rival neocloud Nebius might offer a better path for growth, according to one Wall Street firm.</p><p><a href=\"https://laohu8.com/S/CRWV\">CoreWeave, Inc.</a> Inc.&#39;s stock has been on a tear recently thanks to the artificial-intelligence trade, but one Wall Street firm believes that the real opportunity lies within the company&#39;s biggest neocloud rival: Nebius Group N.V.</p><p>Shares of CoreWeave rallied 12% on Tuesday on the news of a $14.2 billion cloud-computing agreement with <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, bringing the stock up 46% in the last month. Still, the development wasn&#39;t enough to convince D.A. Davidson analyst Gil Luria, one of CoreWeave&#39;s biggest bears, to part with his underperform rating and price target of $36 on the stock.</p><p>While Luria acknowledged Tuesday that the Meta agreement was a positive driver for CoreWeave, he wrote that <a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a> offers a much more compelling neocloud business model.</p><p>Fellow D.A. Davidson analyst Alexander Platt highlighted in a September note that Nebius&#39;s stock trades at &#34;a noticeable discount&#34; to CoreWeave&#39;s on a backlog basis. CoreWeave has around $30 billion in revenue backlog and a market capitalization of roughly $60 billion, compared with Nebius&#39;s roughly $20 billion in backlog and $28 billion market cap. Nebius also recently signed a high-profile agreement with a hyperscaler - a $17.4 billion deal with <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp.</p><p>It&#39;s not as if Nebius&#39;s stock has been starved for momentum. The stock has also enjoyed a substantial run-up recently, rallying nearly 70% in the last month. But what differentiates it from CoreWeave is that Nebius &#34;still has upside to its valuation based on this Microsoft contract alone which is providing higher-quality backlog, while not including what we believe is a likely other high-profile deal and market realization of the non-core business values in full,&#34; Platt wrote.</p><p>D.A. Davidson has a buy rating and $125 price target on Nebius shares.</p><p>Luria&#39;s biggest concern with CoreWeave is its capital structure. He pointed out that the company is generating less than 5% returns &#34;on assets it has to borrow at [greater than] 9% to acquire.&#34; CoreWeave has funded its high capital expenditures by taking on debt, including using its <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> graphics processing units as collateral.</p><p>Luria said he didn&#39;t see the company&#39;s capital structure improving in the near future: &#34;CoreWeave is likely to be forced to raise incremental capital to keep pace with their competitors and build out to meet commitments,&#34; he wrote.</p><p>And while the Meta deal diversifies CoreWeave&#39;s revenue streams, the company&#39;s customer base is highly concentrated among a few hyperscalers and AI companies.</p><p>According to Seaport analyst Jay Goldberg, who initiated coverage of both neoclouds last month with neutral ratings, Nebius is pursuing a broader customer base and spending significantly less on capital expenditures than CoreWeave.</p><p>&#34;Ultimately, CoreWeave&#39;s focus on large customers is its greatest risk,&#34; Goldberg wrote.</p><p>Nebius can also sell off stakes in its noncore businesses to raise funding instead of taking on additional debt, Goldberg added. For example, the company has stakes in TripleTen, an education-technology platform that offers part-time coding boot camps; and Avride, which makes software for autonomous driving.</p><p>For Luria, the choice between CoreWeave and Nebius is clear, as Nebius offers &#34;better customer mix, unit economics and capital structure.&#34;</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823414478.USD":"法巴经典能源转换基金","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4573":"虚拟现实","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","BK4581":"高盛持仓","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","CRWV":"CoreWeave, Inc.","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2572530167","content_text":"While CoreWeave grabs headlines with its Meta deal, rival neocloud Nebius might offer a better path for growth, according to one Wall Street firm.CoreWeave, Inc. Inc.'s stock has been on a tear recently thanks to the artificial-intelligence trade, but one Wall Street firm believes that the real opportunity lies within the company's biggest neocloud rival: Nebius Group N.V.Shares of CoreWeave rallied 12% on Tuesday on the news of a $14.2 billion cloud-computing agreement with Meta Platforms, bringing the stock up 46% in the last month. Still, the development wasn't enough to convince D.A. Davidson analyst Gil Luria, one of CoreWeave's biggest bears, to part with his underperform rating and price target of $36 on the stock.While Luria acknowledged Tuesday that the Meta agreement was a positive driver for CoreWeave, he wrote that NEBIUS offers a much more compelling neocloud business model.Fellow D.A. Davidson analyst Alexander Platt highlighted in a September note that Nebius's stock trades at \"a noticeable discount\" to CoreWeave's on a backlog basis. CoreWeave has around $30 billion in revenue backlog and a market capitalization of roughly $60 billion, compared with Nebius's roughly $20 billion in backlog and $28 billion market cap. Nebius also recently signed a high-profile agreement with a hyperscaler - a $17.4 billion deal with Microsoft Corp.It's not as if Nebius's stock has been starved for momentum. The stock has also enjoyed a substantial run-up recently, rallying nearly 70% in the last month. But what differentiates it from CoreWeave is that Nebius \"still has upside to its valuation based on this Microsoft contract alone which is providing higher-quality backlog, while not including what we believe is a likely other high-profile deal and market realization of the non-core business values in full,\" Platt wrote.D.A. Davidson has a buy rating and $125 price target on Nebius shares.Luria's biggest concern with CoreWeave is its capital structure. He pointed out that the company is generating less than 5% returns \"on assets it has to borrow at [greater than] 9% to acquire.\" CoreWeave has funded its high capital expenditures by taking on debt, including using its Nvidia graphics processing units as collateral.Luria said he didn't see the company's capital structure improving in the near future: \"CoreWeave is likely to be forced to raise incremental capital to keep pace with their competitors and build out to meet commitments,\" he wrote.And while the Meta deal diversifies CoreWeave's revenue streams, the company's customer base is highly concentrated among a few hyperscalers and AI companies.According to Seaport analyst Jay Goldberg, who initiated coverage of both neoclouds last month with neutral ratings, Nebius is pursuing a broader customer base and spending significantly less on capital expenditures than CoreWeave.\"Ultimately, CoreWeave's focus on large customers is its greatest risk,\" Goldberg wrote.Nebius can also sell off stakes in its noncore businesses to raise funding instead of taking on additional debt, Goldberg added. For example, the company has stakes in TripleTen, an education-technology platform that offers part-time coding boot camps; and Avride, which makes software for autonomous driving.For Luria, the choice between CoreWeave and Nebius is clear, as Nebius offers \"better customer mix, unit economics and capital structure.\"","news_type":1,"symbols_score_info":{"CRWV":1.1}},"isVote":1,"tweetType":1,"viewCount":733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":484793213587832,"gmtCreate":1759388299970,"gmtModify":1759388303494,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"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/484793213587832","repostId":"2572530167","repostType":2,"repost":{"id":"2572530167","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":1759376041,"share":"https://ttm.financial/m/news/2572530167?lang=en_US&edition=fundamental","pubTime":"2025-10-02 11:34","market":"hk","language":"en","title":"CoreWeave's Stock Has Been Red Hot, but This Rival May Be a Better Investment","url":"https://stock-news.laohu8.com/highlight/detail?id=2572530167","media":"Dow Jones","summary":"While CoreWeave grabs headlines with its Meta deal, rival neocloud Nebius might offer a better path for growth, according to one Wall Street firm. Nebius recently secured a $17.4 billion contract with Microsoft.CoreWeave Inc.'s stock has been on a tear recently thanks to the artificial-intelligence trade, but one Wall Street firm believes that the real opportunity lies within the company's biggest neocloud rival: Nebius Group N.V.Shares of CoreWeave  rallied 12% on Tuesday on the news of a $14.2 billion cloud-computing agreement with Meta Platforms Inc. , bringing the stock up 46% in the last month. Still, the development wasn't enough to convince D.A. Davidson analyst Gil Luria, one of CoreWeave's biggest bears, to part with his underperform rating and price target of $36 on the stock.According to Seaport analyst Jay Goldberg, who ini","content":"<html><head></head><body><p>While CoreWeave grabs headlines with its Meta deal, rival neocloud Nebius might offer a better path for growth, according to one Wall Street firm.</p><p><a href=\"https://laohu8.com/S/CRWV\">CoreWeave, Inc.</a> Inc.&#39;s stock has been on a tear recently thanks to the artificial-intelligence trade, but one Wall Street firm believes that the real opportunity lies within the company&#39;s biggest neocloud rival: Nebius Group N.V.</p><p>Shares of CoreWeave rallied 12% on Tuesday on the news of a $14.2 billion cloud-computing agreement with <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, bringing the stock up 46% in the last month. Still, the development wasn&#39;t enough to convince D.A. Davidson analyst Gil Luria, one of CoreWeave&#39;s biggest bears, to part with his underperform rating and price target of $36 on the stock.</p><p>While Luria acknowledged Tuesday that the Meta agreement was a positive driver for CoreWeave, he wrote that <a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a> offers a much more compelling neocloud business model.</p><p>Fellow D.A. Davidson analyst Alexander Platt highlighted in a September note that Nebius&#39;s stock trades at &#34;a noticeable discount&#34; to CoreWeave&#39;s on a backlog basis. CoreWeave has around $30 billion in revenue backlog and a market capitalization of roughly $60 billion, compared with Nebius&#39;s roughly $20 billion in backlog and $28 billion market cap. Nebius also recently signed a high-profile agreement with a hyperscaler - a $17.4 billion deal with <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp.</p><p>It&#39;s not as if Nebius&#39;s stock has been starved for momentum. The stock has also enjoyed a substantial run-up recently, rallying nearly 70% in the last month. But what differentiates it from CoreWeave is that Nebius &#34;still has upside to its valuation based on this Microsoft contract alone which is providing higher-quality backlog, while not including what we believe is a likely other high-profile deal and market realization of the non-core business values in full,&#34; Platt wrote.</p><p>D.A. Davidson has a buy rating and $125 price target on Nebius shares.</p><p>Luria&#39;s biggest concern with CoreWeave is its capital structure. He pointed out that the company is generating less than 5% returns &#34;on assets it has to borrow at [greater than] 9% to acquire.&#34; CoreWeave has funded its high capital expenditures by taking on debt, including using its <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> graphics processing units as collateral.</p><p>Luria said he didn&#39;t see the company&#39;s capital structure improving in the near future: &#34;CoreWeave is likely to be forced to raise incremental capital to keep pace with their competitors and build out to meet commitments,&#34; he wrote.</p><p>And while the Meta deal diversifies CoreWeave&#39;s revenue streams, the company&#39;s customer base is highly concentrated among a few hyperscalers and AI companies.</p><p>According to Seaport analyst Jay Goldberg, who initiated coverage of both neoclouds last month with neutral ratings, Nebius is pursuing a broader customer base and spending significantly less on capital expenditures than CoreWeave.</p><p>&#34;Ultimately, CoreWeave&#39;s focus on large customers is its greatest risk,&#34; Goldberg wrote.</p><p>Nebius can also sell off stakes in its noncore businesses to raise funding instead of taking on additional debt, Goldberg added. For example, the company has stakes in TripleTen, an education-technology platform that offers part-time coding boot camps; and Avride, which makes software for autonomous driving.</p><p>For Luria, the choice between CoreWeave and Nebius is clear, as Nebius offers &#34;better customer mix, unit economics and capital structure.&#34;</p><p></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>CoreWeave's Stock Has Been Red Hot, but This Rival May Be a Better 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\">\nCoreWeave's Stock Has Been Red Hot, but This Rival May Be a Better Investment\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\">2025-10-02 11:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>While CoreWeave grabs headlines with its Meta deal, rival neocloud Nebius might offer a better path for growth, according to one Wall Street firm.</p><p><a href=\"https://laohu8.com/S/CRWV\">CoreWeave, Inc.</a> Inc.&#39;s stock has been on a tear recently thanks to the artificial-intelligence trade, but one Wall Street firm believes that the real opportunity lies within the company&#39;s biggest neocloud rival: Nebius Group N.V.</p><p>Shares of CoreWeave rallied 12% on Tuesday on the news of a $14.2 billion cloud-computing agreement with <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, bringing the stock up 46% in the last month. Still, the development wasn&#39;t enough to convince D.A. Davidson analyst Gil Luria, one of CoreWeave&#39;s biggest bears, to part with his underperform rating and price target of $36 on the stock.</p><p>While Luria acknowledged Tuesday that the Meta agreement was a positive driver for CoreWeave, he wrote that <a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a> offers a much more compelling neocloud business model.</p><p>Fellow D.A. Davidson analyst Alexander Platt highlighted in a September note that Nebius&#39;s stock trades at &#34;a noticeable discount&#34; to CoreWeave&#39;s on a backlog basis. CoreWeave has around $30 billion in revenue backlog and a market capitalization of roughly $60 billion, compared with Nebius&#39;s roughly $20 billion in backlog and $28 billion market cap. Nebius also recently signed a high-profile agreement with a hyperscaler - a $17.4 billion deal with <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp.</p><p>It&#39;s not as if Nebius&#39;s stock has been starved for momentum. The stock has also enjoyed a substantial run-up recently, rallying nearly 70% in the last month. But what differentiates it from CoreWeave is that Nebius &#34;still has upside to its valuation based on this Microsoft contract alone which is providing higher-quality backlog, while not including what we believe is a likely other high-profile deal and market realization of the non-core business values in full,&#34; Platt wrote.</p><p>D.A. Davidson has a buy rating and $125 price target on Nebius shares.</p><p>Luria&#39;s biggest concern with CoreWeave is its capital structure. He pointed out that the company is generating less than 5% returns &#34;on assets it has to borrow at [greater than] 9% to acquire.&#34; CoreWeave has funded its high capital expenditures by taking on debt, including using its <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> graphics processing units as collateral.</p><p>Luria said he didn&#39;t see the company&#39;s capital structure improving in the near future: &#34;CoreWeave is likely to be forced to raise incremental capital to keep pace with their competitors and build out to meet commitments,&#34; he wrote.</p><p>And while the Meta deal diversifies CoreWeave&#39;s revenue streams, the company&#39;s customer base is highly concentrated among a few hyperscalers and AI companies.</p><p>According to Seaport analyst Jay Goldberg, who initiated coverage of both neoclouds last month with neutral ratings, Nebius is pursuing a broader customer base and spending significantly less on capital expenditures than CoreWeave.</p><p>&#34;Ultimately, CoreWeave&#39;s focus on large customers is its greatest risk,&#34; Goldberg wrote.</p><p>Nebius can also sell off stakes in its noncore businesses to raise funding instead of taking on additional debt, Goldberg added. For example, the company has stakes in TripleTen, an education-technology platform that offers part-time coding boot camps; and Avride, which makes software for autonomous driving.</p><p>For Luria, the choice between CoreWeave and Nebius is clear, as Nebius offers &#34;better customer mix, unit economics and capital structure.&#34;</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823414478.USD":"法巴经典能源转换基金","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4573":"虚拟现实","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","BK4581":"高盛持仓","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","CRWV":"CoreWeave, Inc.","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2572530167","content_text":"While CoreWeave grabs headlines with its Meta deal, rival neocloud Nebius might offer a better path for growth, according to one Wall Street firm.CoreWeave, Inc. Inc.'s stock has been on a tear recently thanks to the artificial-intelligence trade, but one Wall Street firm believes that the real opportunity lies within the company's biggest neocloud rival: Nebius Group N.V.Shares of CoreWeave rallied 12% on Tuesday on the news of a $14.2 billion cloud-computing agreement with Meta Platforms, bringing the stock up 46% in the last month. Still, the development wasn't enough to convince D.A. Davidson analyst Gil Luria, one of CoreWeave's biggest bears, to part with his underperform rating and price target of $36 on the stock.While Luria acknowledged Tuesday that the Meta agreement was a positive driver for CoreWeave, he wrote that NEBIUS offers a much more compelling neocloud business model.Fellow D.A. Davidson analyst Alexander Platt highlighted in a September note that Nebius's stock trades at \"a noticeable discount\" to CoreWeave's on a backlog basis. CoreWeave has around $30 billion in revenue backlog and a market capitalization of roughly $60 billion, compared with Nebius's roughly $20 billion in backlog and $28 billion market cap. Nebius also recently signed a high-profile agreement with a hyperscaler - a $17.4 billion deal with Microsoft Corp.It's not as if Nebius's stock has been starved for momentum. The stock has also enjoyed a substantial run-up recently, rallying nearly 70% in the last month. But what differentiates it from CoreWeave is that Nebius \"still has upside to its valuation based on this Microsoft contract alone which is providing higher-quality backlog, while not including what we believe is a likely other high-profile deal and market realization of the non-core business values in full,\" Platt wrote.D.A. Davidson has a buy rating and $125 price target on Nebius shares.Luria's biggest concern with CoreWeave is its capital structure. He pointed out that the company is generating less than 5% returns \"on assets it has to borrow at [greater than] 9% to acquire.\" CoreWeave has funded its high capital expenditures by taking on debt, including using its Nvidia graphics processing units as collateral.Luria said he didn't see the company's capital structure improving in the near future: \"CoreWeave is likely to be forced to raise incremental capital to keep pace with their competitors and build out to meet commitments,\" he wrote.And while the Meta deal diversifies CoreWeave's revenue streams, the company's customer base is highly concentrated among a few hyperscalers and AI companies.According to Seaport analyst Jay Goldberg, who initiated coverage of both neoclouds last month with neutral ratings, Nebius is pursuing a broader customer base and spending significantly less on capital expenditures than CoreWeave.\"Ultimately, CoreWeave's focus on large customers is its greatest risk,\" Goldberg wrote.Nebius can also sell off stakes in its noncore businesses to raise funding instead of taking on additional debt, Goldberg added. For example, the company has stakes in TripleTen, an education-technology platform that offers part-time coding boot camps; and Avride, which makes software for autonomous driving.For Luria, the choice between CoreWeave and Nebius is clear, as Nebius offers \"better customer mix, unit economics and capital structure.\"","news_type":1,"symbols_score_info":{"CRWV":1.1}},"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":482961416958552,"gmtCreate":1758903101633,"gmtModify":1758903105318,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"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/482961416958552","repostId":"2570943887","repostType":2,"repost":{"id":"2570943887","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":1758899533,"share":"https://ttm.financial/m/news/2570943887?lang=en_US&edition=fundamental","pubTime":"2025-09-26 23:12","market":"nz","language":"en","title":"If The Stock Market's 3-Day Drop Freaked You Out, \"You're Taking Too Much Risk\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2570943887","media":"Dow Jones","summary":"Such retreats after a record are a pretty common event: Bespoke Investment Group. Don't read too much into a modest three-day retreat.Stocks were on track Friday to snap a three-day losing streak that may have felt worse to investors than history indicates it should, according to analysts at Bespoke Investment Group.The S&P 500 SPX shed 1.3% in the three days following Monday's record close - its largest three-day decline since the three sessions ending Aug. 1. The Nasdaq Composite COMP retreated 1.8% in the three days following its own record Monday, while the Dow Jones Industrial Average DJIA saw a more modest 0.4% three-day slip.\"The severity of the declines this week has been extremely modest ... so if this type of 'pullback' makes you nervous, you're taking too much risk,\" the strategists said in a note.What's more, history shows that a three-day retreat after an all-time high by the S&P 500 is a pretty common event, they highlighted .","content":"<html><head></head><body><p>Stocks were on track Friday to snap a three-day losing streak that may have felt worse to investors than history indicates it should, according to analysts at Bespoke Investment Group.</p><p>The S&amp;P 500 SPX shed 1.3% in the three days following Monday&#39;s record close - its largest three-day decline since the three sessions ending Aug. 1. The Nasdaq Composite COMP retreated 1.8% in the three days following its own record Monday, while the Dow Jones Industrial Average DJIA saw a more modest 0.4% three-day slip.</p><p>&#34;The severity of the declines this week has been extremely modest ... so if this type of &#39;pullback&#39; makes you nervous, you&#39;re taking too much risk,&#34; the strategists said in a note.</p><p>What&#39;s more, history shows that a three-day retreat after an all-time high by the S&amp;P 500 is a pretty common event, they highlighted (see below).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aa0a2c6b4f072999e3828ff899ff0ba9\" tg-width=\"587\" tg-height=\"487\"/></p><p>The chart above shows the S&amp;P 500 going back to 1990, with the red dots illustrating every three-day losing streak that followed a record close. Bespoke noted that has happened three other times this year alone: in February ahead of the tariff tantrum, in late July and in mid-August.</p><p>They acknowledged that the data do show similar scenarios that have played out near market tops, but those are outnumbered by others that have been all but forgotten.</p><p>&#34;Looking at other occurrences, yes, similar scenarios have played out right around major market tops, but there were dozens more that no one remembers anymore,&#34; they wrote. &#34;The only way we&#39;ll know if this occurrence is a significant one is with hindsight, but the odds are that it&#39;s not.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If The Stock Market's 3-Day Drop Freaked You Out, \"You're Taking Too Much Risk\"</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\">\nIf The Stock Market's 3-Day Drop Freaked You Out, \"You're Taking Too Much Risk\"\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\">2025-09-26 23:12</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks were on track Friday to snap a three-day losing streak that may have felt worse to investors than history indicates it should, according to analysts at Bespoke Investment Group.</p><p>The S&amp;P 500 SPX shed 1.3% in the three days following Monday&#39;s record close - its largest three-day decline since the three sessions ending Aug. 1. The Nasdaq Composite COMP retreated 1.8% in the three days following its own record Monday, while the Dow Jones Industrial Average DJIA saw a more modest 0.4% three-day slip.</p><p>&#34;The severity of the declines this week has been extremely modest ... so if this type of &#39;pullback&#39; makes you nervous, you&#39;re taking too much risk,&#34; the strategists said in a note.</p><p>What&#39;s more, history shows that a three-day retreat after an all-time high by the S&amp;P 500 is a pretty common event, they highlighted (see below).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aa0a2c6b4f072999e3828ff899ff0ba9\" tg-width=\"587\" tg-height=\"487\"/></p><p>The chart above shows the S&amp;P 500 going back to 1990, with the red dots illustrating every three-day losing streak that followed a record close. Bespoke noted that has happened three other times this year alone: in February ahead of the tariff tantrum, in late July and in mid-August.</p><p>They acknowledged that the data do show similar scenarios that have played out near market tops, but those are outnumbered by others that have been all but forgotten.</p><p>&#34;Looking at other occurrences, yes, similar scenarios have played out right around major market tops, but there were dozens more that no one remembers anymore,&#34; they wrote. &#34;The only way we&#39;ll know if this occurrence is a significant one is with hindsight, but the odds are that it&#39;s not.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF","SDS":"两倍做空标普500 ETF-ProShares","BK4581":"高盛持仓","UPRO":"三倍做多标普500ETF-ProShares","IVV":"标普500ETF-iShares","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念",".SPX":"S&P 500 Index","SH":"做空标普500-Proshares","BK4504":"桥水持仓","SPXU":"三倍做空标普500ETF-ProShares","BK4559":"巴菲特持仓","OEX":"标普100","OEF":"标普100指数ETF-iShares","SSO":"2倍做多标普500ETF-ProShares","BK4550":"红杉资本持仓","VOO":"Vanguard标普500ETF","BK4588":"碎股"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2570943887","content_text":"Stocks were on track Friday to snap a three-day losing streak that may have felt worse to investors than history indicates it should, according to analysts at Bespoke Investment Group.The S&P 500 SPX shed 1.3% in the three days following Monday's record close - its largest three-day decline since the three sessions ending Aug. 1. The Nasdaq Composite COMP retreated 1.8% in the three days following its own record Monday, while the Dow Jones Industrial Average DJIA saw a more modest 0.4% three-day slip.\"The severity of the declines this week has been extremely modest ... so if this type of 'pullback' makes you nervous, you're taking too much risk,\" the strategists said in a note.What's more, history shows that a three-day retreat after an all-time high by the S&P 500 is a pretty common event, they highlighted (see below).The chart above shows the S&P 500 going back to 1990, with the red dots illustrating every three-day losing streak that followed a record close. Bespoke noted that has happened three other times this year alone: in February ahead of the tariff tantrum, in late July and in mid-August.They acknowledged that the data do show similar scenarios that have played out near market tops, but those are outnumbered by others that have been all but forgotten.\"Looking at other occurrences, yes, similar scenarios have played out right around major market tops, but there were dozens more that no one remembers anymore,\" they wrote. \"The only way we'll know if this occurrence is a significant one is with hindsight, but the odds are that it's not.\"","news_type":1,"symbols_score_info":{"OEF":0.6,"IVV":0.6,"SPXU":0.6,"MESmain":0.6,"VOO":0.75,"SPY":0.75,"SSO":0.6,"OEX":0.6,"SH":0.6,".SPX":0.75,"UPRO":0.6,"ESmain":0.6,"SDS":0.6}},"isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":480290126549120,"gmtCreate":1758282300354,"gmtModify":1758282304205,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"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/480290126549120","repostId":"1151798954","repostType":2,"repost":{"id":"1151798954","kind":"news","weMediaInfo":{"introduction":"Stay Updated with Major Exchanges' Announcements","home_visible":1,"media_name":"Filings Track","id":"1033292654","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1758241518,"share":"https://ttm.financial/m/news/1151798954?lang=en_US&edition=fundamental","pubTime":"2025-09-19 08:25","market":"us","language":"en","title":"Form 4 | CoreWeave, Inc. Chief Development Officer McBee Brannin sold 180,317 shares.","url":"https://stock-news.laohu8.com/highlight/detail?id=1151798954","media":"Filings Track","summary":"CoreWeave Inc.'s Chief Development Officer, McBee Brannin, conducted multiple transactions on September 16, 2025. He acquired 625,000 shares and sold 180,317 shares, significantly reducing his...","content":"CoreWeave Inc.'s Chief Development Officer, McBee Brannin, conducted multiple transactions on September 16, 2025. He acquired 625,000 shares and sold 180,317 shares, significantly reducing his remaining holdings. The shares were sold at an average price ranging from $115.9821 to $125.58. Such concentrated sales might suggest that the current valuation of the company is possibly overestimated. Investors are advised to closely monitor the stock's performance.","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>Form 4 | CoreWeave, Inc. Chief Development Officer McBee Brannin sold 180,317 shares.</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\">\nForm 4 | CoreWeave, Inc. Chief Development Officer McBee Brannin sold 180,317 shares.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1033292654\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Filings Track </p>\n<p class=\"h-time\">2025-09-19 08:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nCoreWeave Inc.'s Chief Development Officer, McBee Brannin, conducted multiple transactions on September 16, 2025. He acquired 625,000 shares and sold 180,317 shares, significantly reducing his remaining holdings. The shares were sold at an average price ranging from $115.9821 to $125.58. Such concentrated sales might suggest that the current valuation of the company is possibly overestimated. Investors are advised to closely monitor the stock's performance.\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":"1151798954","content_text":"CoreWeave Inc.'s Chief Development Officer, McBee Brannin, conducted multiple transactions on September 16, 2025. He acquired 625,000 shares and sold 180,317 shares, significantly reducing his remaining holdings. The shares were sold at an average price ranging from $115.9821 to $125.58. Such concentrated sales might suggest that the current valuation of the company is possibly overestimated. Investors are advised to closely monitor the stock's performance.","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":479299761554096,"gmtCreate":1758043782565,"gmtModify":1758043786347,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"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/479299761554096","repostId":"1172406226","repostType":2,"repost":{"id":"1172406226","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":1758036291,"share":"https://ttm.financial/m/news/1172406226?lang=en_US&edition=fundamental","pubTime":"2025-09-16 23:24","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Apple, Ferrari, Tesla, CoreWeave, Hershey’s, Ferrari, Dell & More","url":"https://stock-news.laohu8.com/highlight/detail?id=1172406226","media":"Tiger Newspress","summary":"Here are Tuesday’s biggest calls on Wall Street:Bernstein initiates Apple as OutperformBernstein said it’s bullish on Apple.“We are positive on Apple to continue to drive strong EPS growth from its...","content":"<html><head></head><body><p>Here are Tuesday’s biggest calls on Wall Street:</p><h3 id=\"id_2447450964\">Bernstein initiates Apple as Outperform</h3><p>Bernstein said it’s bullish on Apple.</p><p>“We are positive on Apple to continue to drive strong EPS growth from its expansion of its user base and share buybacks but note significant risks ahead, notably in AI and in new devices. That said, one of the key risks — the Google DOJ remedies — has reached a resolution favorable to Apple, eliminating an overhang and potentially clearing a path for partnerships in AI.”</p><h3 id=\"id_3125889828\">Wolfe initiates Allstate as Outperform</h3><p>Wolfe said the insurance stock is a rate cut beneficiary.</p><p>“For the stock to work we need to see evidence that Allstate can become a growth company.”</p><h3 id=\"id_2894759417\">Raymond James initiates CoreWeave as Outperform</h3><p>Raymond James said shares have plenty more room to run.</p><p>“We initiate coverage of CoreWeave (CRWV) at Outperform with a $130 price target.”</p><h3 id=\"id_2046480606\">UBS upgrades Nio to Buy from Neutral</h3><p>UBS said consumer confidence in the China EV maker has been restored.</p><p>“We upgrade Nio from Neutral to Buy, as the company’s latest products could further attract consumers after the US$1bn equity offerings strengthened visibility on its healthy operations.”</p><h3 id=\"id_445227524\">Morgan Stanley reiterates Tesla as Overweight</h3><p>The firm said it’s sticking with Tesla.</p><p>“Tesla is by far the smallest market cap of the Mag 7 (ex TSLA ‘Mag 6’ have an average market cap of $3.2tn), but arguably has the largest addressable markets — particularly in the emerging field of physical AI.”</p><h3 id=\"id_2302290232\">TD Cowen downgrades Warner Bros. Discovery to Hold from Buy</h3><p>TD Cowen said the risk/reward is not attractive right now.</p><p>“Warner Bros. Discovery shares have surged well beyond our $14 price target following last week’s unsubstantiated report that Paramount Skydance may be considering a bid for the company.”</p><h3 id=\"id_3777204790\">Goldman Sachs upgrades Hershey’s to Buy from Sell</h3><p>Goldman double upgraded Hershey’s and said the stock is very compelling.</p><p>“After multiple guidance reductions over the past year, we now see a compelling risk/reward set-up for the stock, with cost pressures (e.g., cocoa, tariffs) largely known and reflected in expectations, plus the company’s market share trends have improved with incremental tailwinds expected in 2H.”</p><h3 id=\"id_2128305359\">Berenberg initiates Ferrari as Buy</h3><p>Berenberg said the luxury automaker has attractive long-term returns.</p><p>“Ferrari remains a compelling long-term investment, driven by its strong brand heritage, robust pricing power and durable returns on capital. While we forecast only modest volume growth, we believe investors can achieve attractive long-term returns through price/mix-driven earnings and free cash flow growth.”</p><h3 id=\"id_223269374\">Citizens JMP upgrades CoreWeave to Outperform from Market Perform</h3><p>The firm said the stock is misunderstood.</p><p>“We are upgrading shares of CoreWeave to Market Outperform from Market Perform and establishing a price target of $180, which represents multiples of ~6.0x and 22.0x on estimated 2027 revenue and operating profit, respectively, well below Oracle’s whose success is largely driven from an identical source.”</p><h3 id=\"id_3919388084\">Bernstein reiterates Nvidia as Outperform</h3><p>Bernstein still sees more upside for Nvidia.</p><p>“The datacenter opportunity is enormous, and still early, with material upside still possible.”</p><h3 id=\"id_807841388\">Compass Point initiates Klarna as Buy</h3><p>Compass Point said Klarna is well positioned to gain share.</p><p>“We see large scale benefits in Klarna’s business model across all major operating expense categories. Given peer adjusted operating margin including a stock-based compensation add back, we see a path to expanding adjusted operating margins that are likely to improve near BNPL peer levels over time.”</p><h3 id=\"id_2160880982\">Rothschild &amp; Co Redburn upgrades Novo Nordisk to Buy from Neutral</h3><p>The firm said Novo Nordisk shares are too attractive to ignore.</p><p>“We have argued for many years that we could not justify Novo’s valuation on any reasonable fundamental basis. That is no longer the case. Where once implausible growth was discounted, now the share price assumes mid-single digit growth of the obesity franchise.”</p><h3 id=\"id_3161481051\">Rothschild &amp; Co Redburn downgrades Live Nation to Neutral from Buy</h3><p>The firm downgraded on valuation.</p><p>“With shares at all-time highs, a major Department of Justice (DOJ) lawsuit ongoing and signs of a softening macro, we take our chips off the table. We raise our price target from $144 to $170 and downgrade to Neutral.”</p><h3 id=\"id_1434176613\">Morgan Stanley reiterates Microsoft as Buy</h3><p>Morgan Stanley said shares remain attractive.</p><p>“Combined with teens EPS growth, this supports a durable strong teens+ total return profile at MSFT, framing an attractive risk/reward. Remain OW.”</p><h3 id=\"id_3367784223\">Morgan Stanley reiterates Amazon, Alphabet and Meta as Overweight</h3><p>The firm said all three stocks are best positioned heading into 2026.</p><p>“Within the mega caps (from here), our order of preference over the next 12 months is AMZN, META, and GOOGL.”</p><h3 id=\"id_2122245617\">Wells Fargo reiterates Bank of America, Citi, JPMorgan and Goldman Sachs as Overweight; Morgan Stanley as Equal Weight</h3><p>The firm raised its price target on all four banks.</p><p>“We increase 2025-2027 ests. and PTs on 5 big banks (C, JPM, GS, BAC, MS) that benefit from scale, deregulation, and esp. capital markets that seem stronger than previously expected. Dominant #1 favorite remains Citi. We increase avg PT by about 10%.”</p><h3 id=\"id_1633739030\">Bernstein initiates Dell as Outperform</h3><p>The firm said Dell is best positioned for growth.</p><p>“We see Dell (O) as well positioned to drive significant EPS and FCF growth from AI servers…”</p><h3 id=\"id_410302248\">Bank of America upgrades Prologis to Buy from Neutral</h3><p>BofA said the REIT has growth upside.</p><p>“PLD offers high-single-digit % annual FFO growth in a normalized environment.”</p><h3 id=\"id_2717412435\">Truist reiterates Amazon as Buy</h3><p>Truist raised its price target to $270 from $250.</p><p>“More than two-thirds into 3Q25, Amazon’s NA revenue is tracking ~$1B ahead of consensus of ~$105B per the Truist Card Data (thru 9/6), implying ~10% Y/Y growth which is virtually in line with 2Q’s level of 11%.”</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>Top Calls on Wall Street: Nvidia, Apple, Ferrari, Tesla, CoreWeave, Hershey’s, Ferrari, Dell & More</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\">\nTop Calls on Wall Street: Nvidia, Apple, Ferrari, Tesla, CoreWeave, Hershey’s, Ferrari, Dell & 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\">2025-09-16 23:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Tuesday’s biggest calls on Wall Street:</p><h3 id=\"id_2447450964\">Bernstein initiates Apple as Outperform</h3><p>Bernstein said it’s bullish on Apple.</p><p>“We are positive on Apple to continue to drive strong EPS growth from its expansion of its user base and share buybacks but note significant risks ahead, notably in AI and in new devices. That said, one of the key risks — the Google DOJ remedies — has reached a resolution favorable to Apple, eliminating an overhang and potentially clearing a path for partnerships in AI.”</p><h3 id=\"id_3125889828\">Wolfe initiates Allstate as Outperform</h3><p>Wolfe said the insurance stock is a rate cut beneficiary.</p><p>“For the stock to work we need to see evidence that Allstate can become a growth company.”</p><h3 id=\"id_2894759417\">Raymond James initiates CoreWeave as Outperform</h3><p>Raymond James said shares have plenty more room to run.</p><p>“We initiate coverage of CoreWeave (CRWV) at Outperform with a $130 price target.”</p><h3 id=\"id_2046480606\">UBS upgrades Nio to Buy from Neutral</h3><p>UBS said consumer confidence in the China EV maker has been restored.</p><p>“We upgrade Nio from Neutral to Buy, as the company’s latest products could further attract consumers after the US$1bn equity offerings strengthened visibility on its healthy operations.”</p><h3 id=\"id_445227524\">Morgan Stanley reiterates Tesla as Overweight</h3><p>The firm said it’s sticking with Tesla.</p><p>“Tesla is by far the smallest market cap of the Mag 7 (ex TSLA ‘Mag 6’ have an average market cap of $3.2tn), but arguably has the largest addressable markets — particularly in the emerging field of physical AI.”</p><h3 id=\"id_2302290232\">TD Cowen downgrades Warner Bros. Discovery to Hold from Buy</h3><p>TD Cowen said the risk/reward is not attractive right now.</p><p>“Warner Bros. Discovery shares have surged well beyond our $14 price target following last week’s unsubstantiated report that Paramount Skydance may be considering a bid for the company.”</p><h3 id=\"id_3777204790\">Goldman Sachs upgrades Hershey’s to Buy from Sell</h3><p>Goldman double upgraded Hershey’s and said the stock is very compelling.</p><p>“After multiple guidance reductions over the past year, we now see a compelling risk/reward set-up for the stock, with cost pressures (e.g., cocoa, tariffs) largely known and reflected in expectations, plus the company’s market share trends have improved with incremental tailwinds expected in 2H.”</p><h3 id=\"id_2128305359\">Berenberg initiates Ferrari as Buy</h3><p>Berenberg said the luxury automaker has attractive long-term returns.</p><p>“Ferrari remains a compelling long-term investment, driven by its strong brand heritage, robust pricing power and durable returns on capital. While we forecast only modest volume growth, we believe investors can achieve attractive long-term returns through price/mix-driven earnings and free cash flow growth.”</p><h3 id=\"id_223269374\">Citizens JMP upgrades CoreWeave to Outperform from Market Perform</h3><p>The firm said the stock is misunderstood.</p><p>“We are upgrading shares of CoreWeave to Market Outperform from Market Perform and establishing a price target of $180, which represents multiples of ~6.0x and 22.0x on estimated 2027 revenue and operating profit, respectively, well below Oracle’s whose success is largely driven from an identical source.”</p><h3 id=\"id_3919388084\">Bernstein reiterates Nvidia as Outperform</h3><p>Bernstein still sees more upside for Nvidia.</p><p>“The datacenter opportunity is enormous, and still early, with material upside still possible.”</p><h3 id=\"id_807841388\">Compass Point initiates Klarna as Buy</h3><p>Compass Point said Klarna is well positioned to gain share.</p><p>“We see large scale benefits in Klarna’s business model across all major operating expense categories. Given peer adjusted operating margin including a stock-based compensation add back, we see a path to expanding adjusted operating margins that are likely to improve near BNPL peer levels over time.”</p><h3 id=\"id_2160880982\">Rothschild &amp; Co Redburn upgrades Novo Nordisk to Buy from Neutral</h3><p>The firm said Novo Nordisk shares are too attractive to ignore.</p><p>“We have argued for many years that we could not justify Novo’s valuation on any reasonable fundamental basis. That is no longer the case. Where once implausible growth was discounted, now the share price assumes mid-single digit growth of the obesity franchise.”</p><h3 id=\"id_3161481051\">Rothschild &amp; Co Redburn downgrades Live Nation to Neutral from Buy</h3><p>The firm downgraded on valuation.</p><p>“With shares at all-time highs, a major Department of Justice (DOJ) lawsuit ongoing and signs of a softening macro, we take our chips off the table. We raise our price target from $144 to $170 and downgrade to Neutral.”</p><h3 id=\"id_1434176613\">Morgan Stanley reiterates Microsoft as Buy</h3><p>Morgan Stanley said shares remain attractive.</p><p>“Combined with teens EPS growth, this supports a durable strong teens+ total return profile at MSFT, framing an attractive risk/reward. Remain OW.”</p><h3 id=\"id_3367784223\">Morgan Stanley reiterates Amazon, Alphabet and Meta as Overweight</h3><p>The firm said all three stocks are best positioned heading into 2026.</p><p>“Within the mega caps (from here), our order of preference over the next 12 months is AMZN, META, and GOOGL.”</p><h3 id=\"id_2122245617\">Wells Fargo reiterates Bank of America, Citi, JPMorgan and Goldman Sachs as Overweight; Morgan Stanley as Equal Weight</h3><p>The firm raised its price target on all four banks.</p><p>“We increase 2025-2027 ests. and PTs on 5 big banks (C, JPM, GS, BAC, MS) that benefit from scale, deregulation, and esp. capital markets that seem stronger than previously expected. Dominant #1 favorite remains Citi. We increase avg PT by about 10%.”</p><h3 id=\"id_1633739030\">Bernstein initiates Dell as Outperform</h3><p>The firm said Dell is best positioned for growth.</p><p>“We see Dell (O) as well positioned to drive significant EPS and FCF growth from AI servers…”</p><h3 id=\"id_410302248\">Bank of America upgrades Prologis to Buy from Neutral</h3><p>BofA said the REIT has growth upside.</p><p>“PLD offers high-single-digit % annual FFO growth in a normalized environment.”</p><h3 id=\"id_2717412435\">Truist reiterates Amazon as Buy</h3><p>Truist raised its price target to $270 from $250.</p><p>“More than two-thirds into 3Q25, Amazon’s NA revenue is tracking ~$1B ahead of consensus of ~$105B per the Truist Card Data (thru 9/6), implying ~10% Y/Y growth which is virtually in line with 2Q’s level of 11%.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","DELL":"戴尔","CRWV":"CoreWeave, Inc.","RACE":"法拉利","AAPL":"苹果","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172406226","content_text":"Here are Tuesday’s biggest calls on Wall Street:Bernstein initiates Apple as OutperformBernstein said it’s bullish on Apple.“We are positive on Apple to continue to drive strong EPS growth from its expansion of its user base and share buybacks but note significant risks ahead, notably in AI and in new devices. That said, one of the key risks — the Google DOJ remedies — has reached a resolution favorable to Apple, eliminating an overhang and potentially clearing a path for partnerships in AI.”Wolfe initiates Allstate as OutperformWolfe said the insurance stock is a rate cut beneficiary.“For the stock to work we need to see evidence that Allstate can become a growth company.”Raymond James initiates CoreWeave as OutperformRaymond James said shares have plenty more room to run.“We initiate coverage of CoreWeave (CRWV) at Outperform with a $130 price target.”UBS upgrades Nio to Buy from NeutralUBS said consumer confidence in the China EV maker has been restored.“We upgrade Nio from Neutral to Buy, as the company’s latest products could further attract consumers after the US$1bn equity offerings strengthened visibility on its healthy operations.”Morgan Stanley reiterates Tesla as OverweightThe firm said it’s sticking with Tesla.“Tesla is by far the smallest market cap of the Mag 7 (ex TSLA ‘Mag 6’ have an average market cap of $3.2tn), but arguably has the largest addressable markets — particularly in the emerging field of physical AI.”TD Cowen downgrades Warner Bros. Discovery to Hold from BuyTD Cowen said the risk/reward is not attractive right now.“Warner Bros. Discovery shares have surged well beyond our $14 price target following last week’s unsubstantiated report that Paramount Skydance may be considering a bid for the company.”Goldman Sachs upgrades Hershey’s to Buy from SellGoldman double upgraded Hershey’s and said the stock is very compelling.“After multiple guidance reductions over the past year, we now see a compelling risk/reward set-up for the stock, with cost pressures (e.g., cocoa, tariffs) largely known and reflected in expectations, plus the company’s market share trends have improved with incremental tailwinds expected in 2H.”Berenberg initiates Ferrari as BuyBerenberg said the luxury automaker has attractive long-term returns.“Ferrari remains a compelling long-term investment, driven by its strong brand heritage, robust pricing power and durable returns on capital. While we forecast only modest volume growth, we believe investors can achieve attractive long-term returns through price/mix-driven earnings and free cash flow growth.”Citizens JMP upgrades CoreWeave to Outperform from Market PerformThe firm said the stock is misunderstood.“We are upgrading shares of CoreWeave to Market Outperform from Market Perform and establishing a price target of $180, which represents multiples of ~6.0x and 22.0x on estimated 2027 revenue and operating profit, respectively, well below Oracle’s whose success is largely driven from an identical source.”Bernstein reiterates Nvidia as OutperformBernstein still sees more upside for Nvidia.“The datacenter opportunity is enormous, and still early, with material upside still possible.”Compass Point initiates Klarna as BuyCompass Point said Klarna is well positioned to gain share.“We see large scale benefits in Klarna’s business model across all major operating expense categories. Given peer adjusted operating margin including a stock-based compensation add back, we see a path to expanding adjusted operating margins that are likely to improve near BNPL peer levels over time.”Rothschild & Co Redburn upgrades Novo Nordisk to Buy from NeutralThe firm said Novo Nordisk shares are too attractive to ignore.“We have argued for many years that we could not justify Novo’s valuation on any reasonable fundamental basis. That is no longer the case. Where once implausible growth was discounted, now the share price assumes mid-single digit growth of the obesity franchise.”Rothschild & Co Redburn downgrades Live Nation to Neutral from BuyThe firm downgraded on valuation.“With shares at all-time highs, a major Department of Justice (DOJ) lawsuit ongoing and signs of a softening macro, we take our chips off the table. We raise our price target from $144 to $170 and downgrade to Neutral.”Morgan Stanley reiterates Microsoft as BuyMorgan Stanley said shares remain attractive.“Combined with teens EPS growth, this supports a durable strong teens+ total return profile at MSFT, framing an attractive risk/reward. Remain OW.”Morgan Stanley reiterates Amazon, Alphabet and Meta as OverweightThe firm said all three stocks are best positioned heading into 2026.“Within the mega caps (from here), our order of preference over the next 12 months is AMZN, META, and GOOGL.”Wells Fargo reiterates Bank of America, Citi, JPMorgan and Goldman Sachs as Overweight; Morgan Stanley as Equal WeightThe firm raised its price target on all four banks.“We increase 2025-2027 ests. and PTs on 5 big banks (C, JPM, GS, BAC, MS) that benefit from scale, deregulation, and esp. capital markets that seem stronger than previously expected. Dominant #1 favorite remains Citi. We increase avg PT by about 10%.”Bernstein initiates Dell as OutperformThe firm said Dell is best positioned for growth.“We see Dell (O) as well positioned to drive significant EPS and FCF growth from AI servers…”Bank of America upgrades Prologis to Buy from NeutralBofA said the REIT has growth upside.“PLD offers high-single-digit % annual FFO growth in a normalized environment.”Truist reiterates Amazon as BuyTruist raised its price target to $270 from $250.“More than two-thirds into 3Q25, Amazon’s NA revenue is tracking ~$1B ahead of consensus of ~$105B per the Truist Card Data (thru 9/6), implying ~10% Y/Y growth which is virtually in line with 2Q’s level of 11%.”","news_type":1,"symbols_score_info":{"RACE":1.1,"AAPL":1.1,"NVDA":1.1,"CRWV":1.1,"DELL":1.1,"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":477710159753608,"gmtCreate":1757595808481,"gmtModify":1757595812456,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"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/477710159753608","repostId":"2566148989","repostType":2,"repost":{"id":"2566148989","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":1757581200,"share":"https://ttm.financial/m/news/2566148989?lang=en_US&edition=fundamental","pubTime":"2025-09-11 17:00","market":"us","language":"en","title":"CoreWeave’s Stock Has Surged 34% in 4 Days. Why Investors Might Be Getting Ahead of Themselves","url":"https://stock-news.laohu8.com/highlight/detail?id=2566148989","media":"Dow Jones","summary":"The AI play is benefitting from surging cloud-computing demand. But if it wants to stay successful, the company must create a differentiated product offering, analysts say","content":"<html><head></head><body><p style=\"text-align: start;\">Shares of CoreWeave Inc. have been on a tear this week, with investors feeling more confident in the cloud-computing company following upbeat developments involving other artificial-intelligence players. But can the rally last?</p><p style=\"text-align: start;\">MoffettNathanson analyst Nick Del Deo thinks investors should tread carefully, even as reports of strong AI demand in the tech sector have sent CoreWeave shares soaring 34% in the last four trading sessions. Yes, AI demand looks strong — but CoreWeave is only one of a number of companies looking to satisfy this demand, and Del Deo doesn’t think the company’s services will prove to be very differentiated.</p><p>There’s certainly been a lot of good news for CoreWeave bulls in recent days, helping the stock rebound from a slump brought on by its most recent earnings report and the expiration of its post-IPO lock-up period.</p><p>Last Friday, the Information reported that OpenAI had revised its cash burn upward to $115 billion through the end of 2029, $80 billion higher than previously projected, in part due to higher computing costs. That suggests cloud-computing companies stand to benefit from higher demand. And on Monday, Microsoft Corp. announced a $17.4 billion infrastructure agreement with the neocloud company Nebius Group NV, signaling that big cloud-services providers are increasingly looking to expand their capacity externally instead of increasing capital expenditures to build their own data centers.</p><p style=\"text-align: start;\">CoreWeave also gave optimistic comments on Wednesday during the Goldman Sachs Communacopia + Technology Conference, with Chief Development Officer Brannin McBee saying that the company is seeing “yet another inflection in demand” due to increased inference demand. “Clients are coming to us saying that they need this infrastructure,” McBee noted.</p><p style=\"text-align: start;\">Additionally, Oracle Corp.’s blowout earnings reporton Tuesday — with the company reporting four multibillion-dollar contracts in its pipeline — is helping fuel CoreWeave’s stock rise today. In July, Oracle — which was havingits own impressive stock rally Wednsday— signed a $30 billion deal to provide data-center capacity to OpenAI. CoreWeave’s stock has jumped 20% on Wednesday alone.</p><p>Del Deo called the demand backdrop “favorable,” but he believes “it’s inappropriate to think of CoreWeave’s infrastructure capabilities as singularly unique; they can be matched.”</p><p style=\"text-align: start;\">Microsoft’s deal with Nebius and Oracle’s partnerships with OpenAI and others show that competitors are also providing state-of-the-art cloud-computing solutions. Customers could also be looking to diversify their cloud-computing vendors for better cost and operational risk management.</p><p style=\"text-align: start;\">“The dynamics that we’re observing suggest that the returns on delivering AI infrastructure to large customers are likely to compress due to competitive forces,” Del Deo added.</p><p style=\"text-align: start;\">In a supply-constrained market, cloud-computing vendors like CoreWeave have the advantage, as CoreWeave quite literally can’t bring capacity online fast enough to satisfy demand. While that gives the company favorable pricing dynamics in the short term, Del Deo believes increasing competition among neoclouds will bring down prices.</p><p style=\"text-align: start;\">OpenAI’s disproportionate contribution to demand also poses a risk for CoreWeave, according to Del Deo, as its large cloud-computing investments gives it “quasi-monopsony buying power.” In the future, OpenAI could exert more influence on the prices it pays cloud-computing vendors, creating downward pricing pressure.</p><p style=\"text-align: start;\">That means the key to CoreWeave’s success going forward will depend on the company’s ability to create a differentiated tech stack, not just secular tailwinds due to AI.</p><p style=\"text-align: start;\">MoffettNathanson gives CoreWeave a neutral rating and a price target of $65.</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>CoreWeave’s Stock Has Surged 34% in 4 Days. Why Investors Might Be Getting Ahead of Themselves</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\">\nCoreWeave’s Stock Has Surged 34% in 4 Days. Why Investors Might Be Getting Ahead of Themselves\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\">2025-09-11 17:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Shares of CoreWeave Inc. have been on a tear this week, with investors feeling more confident in the cloud-computing company following upbeat developments involving other artificial-intelligence players. But can the rally last?</p><p style=\"text-align: start;\">MoffettNathanson analyst Nick Del Deo thinks investors should tread carefully, even as reports of strong AI demand in the tech sector have sent CoreWeave shares soaring 34% in the last four trading sessions. Yes, AI demand looks strong — but CoreWeave is only one of a number of companies looking to satisfy this demand, and Del Deo doesn’t think the company’s services will prove to be very differentiated.</p><p>There’s certainly been a lot of good news for CoreWeave bulls in recent days, helping the stock rebound from a slump brought on by its most recent earnings report and the expiration of its post-IPO lock-up period.</p><p>Last Friday, the Information reported that OpenAI had revised its cash burn upward to $115 billion through the end of 2029, $80 billion higher than previously projected, in part due to higher computing costs. That suggests cloud-computing companies stand to benefit from higher demand. And on Monday, Microsoft Corp. announced a $17.4 billion infrastructure agreement with the neocloud company Nebius Group NV, signaling that big cloud-services providers are increasingly looking to expand their capacity externally instead of increasing capital expenditures to build their own data centers.</p><p style=\"text-align: start;\">CoreWeave also gave optimistic comments on Wednesday during the Goldman Sachs Communacopia + Technology Conference, with Chief Development Officer Brannin McBee saying that the company is seeing “yet another inflection in demand” due to increased inference demand. “Clients are coming to us saying that they need this infrastructure,” McBee noted.</p><p style=\"text-align: start;\">Additionally, Oracle Corp.’s blowout earnings reporton Tuesday — with the company reporting four multibillion-dollar contracts in its pipeline — is helping fuel CoreWeave’s stock rise today. In July, Oracle — which was havingits own impressive stock rally Wednsday— signed a $30 billion deal to provide data-center capacity to OpenAI. CoreWeave’s stock has jumped 20% on Wednesday alone.</p><p>Del Deo called the demand backdrop “favorable,” but he believes “it’s inappropriate to think of CoreWeave’s infrastructure capabilities as singularly unique; they can be matched.”</p><p style=\"text-align: start;\">Microsoft’s deal with Nebius and Oracle’s partnerships with OpenAI and others show that competitors are also providing state-of-the-art cloud-computing solutions. Customers could also be looking to diversify their cloud-computing vendors for better cost and operational risk management.</p><p style=\"text-align: start;\">“The dynamics that we’re observing suggest that the returns on delivering AI infrastructure to large customers are likely to compress due to competitive forces,” Del Deo added.</p><p style=\"text-align: start;\">In a supply-constrained market, cloud-computing vendors like CoreWeave have the advantage, as CoreWeave quite literally can’t bring capacity online fast enough to satisfy demand. While that gives the company favorable pricing dynamics in the short term, Del Deo believes increasing competition among neoclouds will bring down prices.</p><p style=\"text-align: start;\">OpenAI’s disproportionate contribution to demand also poses a risk for CoreWeave, according to Del Deo, as its large cloud-computing investments gives it “quasi-monopsony buying power.” In the future, OpenAI could exert more influence on the prices it pays cloud-computing vendors, creating downward pricing pressure.</p><p style=\"text-align: start;\">That means the key to CoreWeave’s success going forward will depend on the company’s ability to create a differentiated tech stack, not just secular tailwinds due to AI.</p><p style=\"text-align: start;\">MoffettNathanson gives CoreWeave a neutral rating and a price target of $65.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","BK4567":"ESG概念","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","BK4566":"资本集团","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU0950373646.USD":"BNP PARIBAS RUSSIA EQUITY \"C\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","CRWV":"CoreWeave, Inc.","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","BK4592":"伊斯兰概念","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","BK4538":"云计算","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU1228905037.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1046421795.USD":"富达环球科技A-ACC","BK4116":"互联网服务与基础架构"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2566148989","content_text":"Shares of CoreWeave Inc. have been on a tear this week, with investors feeling more confident in the cloud-computing company following upbeat developments involving other artificial-intelligence players. But can the rally last?MoffettNathanson analyst Nick Del Deo thinks investors should tread carefully, even as reports of strong AI demand in the tech sector have sent CoreWeave shares soaring 34% in the last four trading sessions. Yes, AI demand looks strong — but CoreWeave is only one of a number of companies looking to satisfy this demand, and Del Deo doesn’t think the company’s services will prove to be very differentiated.There’s certainly been a lot of good news for CoreWeave bulls in recent days, helping the stock rebound from a slump brought on by its most recent earnings report and the expiration of its post-IPO lock-up period.Last Friday, the Information reported that OpenAI had revised its cash burn upward to $115 billion through the end of 2029, $80 billion higher than previously projected, in part due to higher computing costs. That suggests cloud-computing companies stand to benefit from higher demand. And on Monday, Microsoft Corp. announced a $17.4 billion infrastructure agreement with the neocloud company Nebius Group NV, signaling that big cloud-services providers are increasingly looking to expand their capacity externally instead of increasing capital expenditures to build their own data centers.CoreWeave also gave optimistic comments on Wednesday during the Goldman Sachs Communacopia + Technology Conference, with Chief Development Officer Brannin McBee saying that the company is seeing “yet another inflection in demand” due to increased inference demand. “Clients are coming to us saying that they need this infrastructure,” McBee noted.Additionally, Oracle Corp.’s blowout earnings reporton Tuesday — with the company reporting four multibillion-dollar contracts in its pipeline — is helping fuel CoreWeave’s stock rise today. In July, Oracle — which was havingits own impressive stock rally Wednsday— signed a $30 billion deal to provide data-center capacity to OpenAI. CoreWeave’s stock has jumped 20% on Wednesday alone.Del Deo called the demand backdrop “favorable,” but he believes “it’s inappropriate to think of CoreWeave’s infrastructure capabilities as singularly unique; they can be matched.”Microsoft’s deal with Nebius and Oracle’s partnerships with OpenAI and others show that competitors are also providing state-of-the-art cloud-computing solutions. Customers could also be looking to diversify their cloud-computing vendors for better cost and operational risk management.“The dynamics that we’re observing suggest that the returns on delivering AI infrastructure to large customers are likely to compress due to competitive forces,” Del Deo added.In a supply-constrained market, cloud-computing vendors like CoreWeave have the advantage, as CoreWeave quite literally can’t bring capacity online fast enough to satisfy demand. While that gives the company favorable pricing dynamics in the short term, Del Deo believes increasing competition among neoclouds will bring down prices.OpenAI’s disproportionate contribution to demand also poses a risk for CoreWeave, according to Del Deo, as its large cloud-computing investments gives it “quasi-monopsony buying power.” In the future, OpenAI could exert more influence on the prices it pays cloud-computing vendors, creating downward pricing pressure.That means the key to CoreWeave’s success going forward will depend on the company’s ability to create a differentiated tech stack, not just secular tailwinds due to AI.MoffettNathanson gives CoreWeave a neutral rating and a price target of $65.","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":521306438263352,"gmtCreate":1768315626368,"gmtModify":1768315648336,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"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/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":{"LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","BK4592":"伊斯兰概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","BK4548":"巴美列捷福持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - 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TREND \"AI\" (EUR) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2603526775","content_text":"Investors looking for a publicly traded way to play SpaceX's growth may have found one in the chip sector.Shares of Macom Technology Solutions $(MTSI)$, 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'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":2,"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":4,"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/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":{"LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU1228905540.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND 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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":{"MSFU":2,"ORCL":2.1,"MSFT":2.1,"SOXX":2,"MSFL":2,"NOW":2.1,"IGV":2}},"isVote":1,"tweetType":1,"viewCount":56,"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":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"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":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"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":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":513848995942496,"gmtCreate":1766481788420,"gmtModify":1766481792364,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"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/513848995942496","repostId":"1106683343","repostType":2,"repost":{"id":"1106683343","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":1766475033,"share":"https://ttm.financial/m/news/1106683343?lang=en_US&edition=fundamental","pubTime":"2025-12-23 15:30","market":"us","language":"en","title":"Prepare for the \"January Effect\" Following the \"Santa Claus Rally\", Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1106683343","media":"Tiger Newspress","summary":"The \"Santa Claus rally\" period, spanning from December 24 to January 5, has historically yielded impressive returns for investors, with the S&P 500 (SP500) averaging a 1.6% gain since 1928.  This...","content":"<html><head></head><body><p>The &#34;Santa Claus rally&#34; period, spanning from December 24 to January 5, has historically yielded impressive returns for investors, with the S&amp;P 500 (SP500) averaging a 1.6% gain since 1928.</p>\n\n<p>This index has traded higher 77% of the time, with positive performance in 75 out of 97 years during this seven-day window. This is significantly better compared to a typical seven-day period, which has only averaged a 0.2% gain with a 57% positive hit rate, according to Ari H. Wald, head of technical analysis at Oppenheimer.</p>\n\n<p>However, when the Santa Claus rally does not occur, the following one to two quarters tend to have below-average performance.</p>\n\n<p>&#34;Since 1928, the S&amp;P 500 (SP500) has averaged a 1% loss in the three months after a negative Santa Claus rally, compared to an average 2.6% gain following a positive one,&#34; Wald noted, alluding to the old Wall Street adage: &#34;If Santa should fail to call, bears may come to Broad &amp; Wall.&#34;</p>\n\n<p>Looking ahead to January, Oppenheimer analysts have identified promising signals based on the index’s position relative to its 200-day moving average. Since 1950, the S&amp;P 500 (SP500) has averaged a 1.2% gain and traded higher 64% of the time when starting January above its smoothed trend, compared to a 0.7% gain and a 50% positive hit rate when it starts below this threshold. Presently, the index is above this crucial technical level.</p>\n\n<p>Furthermore, January has been the worst-performing month for the momentum factor (SPMO), which measures the performance of market leaders versus laggards over the past 12 months. December’s outperformance often results from tax loss harvesting, where investors sell losing stocks to offset capital gains tax liability. This makes January the weakest month for momentum strategies as the prior year’s &#34;losers&#34; are often repurchased in what is known as the January Effect.</p>\n\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/412eae6bcf4c2182ac57114769a7e840\" alt=\"Momentum Factor (Long High + Short Low): Avg Returns\" title=\"Momentum Factor (Long High + Short Low): Avg Returns\" tg-width=\"640\" tg-height=\"405\"/><span>Momentum Factor (Long High + Short Low): Avg Returns</span></p>\n</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>Prepare for the \"January Effect\" Following the \"Santa Claus Rally\", Says Analyst</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\">\nPrepare for the \"January Effect\" Following the \"Santa Claus Rally\", Says Analyst\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\">2025-12-23 15:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The &#34;Santa Claus rally&#34; period, spanning from December 24 to January 5, has historically yielded impressive returns for investors, with the S&amp;P 500 (SP500) averaging a 1.6% gain since 1928.</p>\n\n<p>This index has traded higher 77% of the time, with positive performance in 75 out of 97 years during this seven-day window. This is significantly better compared to a typical seven-day period, which has only averaged a 0.2% gain with a 57% positive hit rate, according to Ari H. Wald, head of technical analysis at Oppenheimer.</p>\n\n<p>However, when the Santa Claus rally does not occur, the following one to two quarters tend to have below-average performance.</p>\n\n<p>&#34;Since 1928, the S&amp;P 500 (SP500) has averaged a 1% loss in the three months after a negative Santa Claus rally, compared to an average 2.6% gain following a positive one,&#34; Wald noted, alluding to the old Wall Street adage: &#34;If Santa should fail to call, bears may come to Broad &amp; Wall.&#34;</p>\n\n<p>Looking ahead to January, Oppenheimer analysts have identified promising signals based on the index’s position relative to its 200-day moving average. Since 1950, the S&amp;P 500 (SP500) has averaged a 1.2% gain and traded higher 64% of the time when starting January above its smoothed trend, compared to a 0.7% gain and a 50% positive hit rate when it starts below this threshold. Presently, the index is above this crucial technical level.</p>\n\n<p>Furthermore, January has been the worst-performing month for the momentum factor (SPMO), which measures the performance of market leaders versus laggards over the past 12 months. December’s outperformance often results from tax loss harvesting, where investors sell losing stocks to offset capital gains tax liability. This makes January the weakest month for momentum strategies as the prior year’s &#34;losers&#34; are often repurchased in what is known as the January Effect.</p>\n\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/412eae6bcf4c2182ac57114769a7e840\" alt=\"Momentum Factor (Long High + Short Low): Avg Returns\" title=\"Momentum Factor (Long High + Short Low): Avg Returns\" tg-width=\"640\" tg-height=\"405\"/><span>Momentum Factor (Long High + Short Low): Avg Returns</span></p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106683343","content_text":"The \"Santa Claus rally\" period, spanning from December 24 to January 5, has historically yielded impressive returns for investors, with the S&P 500 (SP500) averaging a 1.6% gain since 1928.\nThis index has traded higher 77% of the time, with positive performance in 75 out of 97 years during this seven-day window. This is significantly better compared to a typical seven-day period, which has only averaged a 0.2% gain with a 57% positive hit rate, according to Ari H. Wald, head of technical analysis at Oppenheimer.\nHowever, when the Santa Claus rally does not occur, the following one to two quarters tend to have below-average performance.\n\"Since 1928, the S&P 500 (SP500) has averaged a 1% loss in the three months after a negative Santa Claus rally, compared to an average 2.6% gain following a positive one,\" Wald noted, alluding to the old Wall Street adage: \"If Santa should fail to call, bears may come to Broad & Wall.\"\nLooking ahead to January, Oppenheimer analysts have identified promising signals based on the index’s position relative to its 200-day moving average. Since 1950, the S&P 500 (SP500) has averaged a 1.2% gain and traded higher 64% of the time when starting January above its smoothed trend, compared to a 0.7% gain and a 50% positive hit rate when it starts below this threshold. Presently, the index is above this crucial technical level.\nFurthermore, January has been the worst-performing month for the momentum factor (SPMO), which measures the performance of market leaders versus laggards over the past 12 months. December’s outperformance often results from tax loss harvesting, where investors sell losing stocks to offset capital gains tax liability. This makes January the weakest month for momentum strategies as the prior year’s \"losers\" are often repurchased in what is known as the January Effect.\nMomentum Factor (Long High + Short Low): Avg Returns","news_type":1,"symbols_score_info":{".SPX":2,".DJI":2,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":513506407768576,"gmtCreate":1766395330390,"gmtModify":1766395334084,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"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/513506407768576","repostId":"511787403186616","repostType":1,"repost":{"id":511787403186616,"gmtCreate":1765972717428,"gmtModify":1765972864466,"author":{"id":"3527667668165440","authorId":"3527667668165440","name":"Capital_Insights","avatar":"https://static.tigerbbs.com/cfdc66fff48bb2b9e2d328ac5eb33100","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667668165440","idStr":"3527667668165440"},"themes":[],"title":"Goldman Sachs Outlook: 3 Major Sectors & 5 \"Strong Buy\" Stocks in 2026","htmlText":"As global stock markets repeatedly reach new highs, investors are actively seeking the next phase of investment opportunities. <a href=\"https://ttm.financial/S/GS\">$Goldman Sachs(GS)$</a> , a top Wall Street investment bank, recently released a research report pointing out that against the backdrop of anticipated market corrections, sectors with sustainable dividend growth potential may become safe havens for funds, and specifically favors the dividend growth potential of the healthcare, utilities, and industrial sectors in 2026.Goldman Sachs forecasts positive outlook for U.S. stocks through 2026Goldman Sachs Predicts 6% Dividend Growth in 2026Goldman Sachs has lifted its 12-month <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> target to 6,900, up from 6,500 — its second up","listText":"As global stock markets repeatedly reach new highs, investors are actively seeking the next phase of investment opportunities. <a href=\"https://ttm.financial/S/GS\">$Goldman Sachs(GS)$</a> , a top Wall Street investment bank, recently released a research report pointing out that against the backdrop of anticipated market corrections, sectors with sustainable dividend growth potential may become safe havens for funds, and specifically favors the dividend growth potential of the healthcare, utilities, and industrial sectors in 2026.Goldman Sachs forecasts positive outlook for U.S. stocks through 2026Goldman Sachs Predicts 6% Dividend Growth in 2026Goldman Sachs has lifted its 12-month <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> target to 6,900, up from 6,500 — its second up","text":"As global stock markets repeatedly reach new highs, investors are actively seeking the next phase of investment opportunities. $Goldman Sachs(GS)$ , a top Wall Street investment bank, recently released a research report pointing out that against the backdrop of anticipated market corrections, sectors with sustainable dividend growth potential may become safe havens for funds, and specifically favors the dividend growth potential of the healthcare, utilities, and industrial sectors in 2026.Goldman Sachs forecasts positive outlook for U.S. stocks through 2026Goldman Sachs Predicts 6% Dividend Growth in 2026Goldman Sachs has lifted its 12-month $S&P 500(.SPX)$ target to 6,900, up from 6,500 — its second up","images":[{"img":"https://community-static.tradeup.com/news/d3fcbf2c2025f2758e01c9c9269cf007"},{"img":"https://community-static.tradeup.com/news/fad75205067212ee76511d138a259a20"},{"img":"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/511787403186616","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":512290470961712,"gmtCreate":1766098559912,"gmtModify":1766098562078,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"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/512290470961712","repostId":"2592861201","repostType":2,"repost":{"id":"2592861201","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":1766097600,"share":"https://ttm.financial/m/news/2592861201?lang=en_US&edition=fundamental","pubTime":"2025-12-19 06:40","market":"us","language":"en","title":"Nvidia and Other Chip Stocks Rise — but the AI Trade May Not Be Back for Good","url":"https://stock-news.laohu8.com/highlight/detail?id=2592861201","media":"Dow Jones","summary":"Micron’s outlook lifted AI stocks across the board on Thursday, but a more sustained catalyst may not arrive until next year.","content":"<html><head></head><body><p style=\"text-align: start;\">Some on Wall Street aren’t buying that Thursday’s artificial-intelligence rally will sustain, at least in the short run.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and a host of other AI stocks rose on Thursday, buoyed by <a href=\"https://laohu8.com/S/MU\">Micron Technology</a>’s upbeat messaging and forecast. The memory-chip maker not only gave a quarterly revenue forecast late Wednesday that was some 30% above the consensus level, but it also talked up robust opportunities beyond that, as AI demand continues to pour in.</p><p>The commentary was welcome news for investors in AI stocks, which have been weighed down in recent weeks largely due to debt concerns. Many AI companies are betting big on future business with OpenAI, but Wall Street has become more jittery about the ChatGPT maker’s potential to see through its ambitious plans in the future. Meanwhile, in the present, trendy players like Oracle and <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> are leveraging up to finance their AI buildouts.</p><p style=\"text-align: start;\">Yet Mizuho trading-desk analyst Jordan Klein on Thursday wrote that he was “not here calling for a massive reversal” in chip stocks and other AI capital-expenditure beneficiaries, even after Micron’s strong report.</p><p style=\"text-align: start;\">“I have no clue when that happens,” but it’s probably more of a 2026 dynamic, he said.</p><p style=\"text-align: start;\">What Klein thinks needs to happen is for new large language models that train on Nvidia’s Blackwell chips to “offer major improvements vs. anything we have seen to date.” He noted that they specifically need to show better outcomes than <a href=\"https://laohu8.com/S/GOOG\">Google</a>’s Gemini, which was trained on the company’s in-house tensor processing units co-developed alongside <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>.</p><p>“I am as confident as ever in the AI capex beneficiaries coming back strong to make new highs again,” Klein wrote. But in the meantime, there’s been a rotation out of major technology winners and into other corners of the market — one that Klein deemed to be healthy for overall market dynamics.</p><p style=\"text-align: start;\">Joe Mazzola, head trading and derivatives strategist at Charles Schwab, also noted that Micron’s report was lifting AI-linked stocks across the board Thursday — including energy names like <a href=\"https://laohu8.com/S/CEG\">Constellation</a> and highflying software names like <a href=\"https://laohu8.com/S/PLTR\">Palantir</a>, which were up 5.9% and 4.7%, respectively.</p><p style=\"text-align: start;\">“But one day isn’t necessarily going to change the overall pattern of investors moving out of tech and into other sectors, something evident in the fact that 63% of S&amp;P 500 stocks have outperformed the index over the last month even as the market-cap-weighted index itself has fallen,” Mazzola said in emailed comments.</p><p style=\"text-align: start;\">Nvidia and AMD shares were up 1.9% and 1.5%, respectively, on Thursday. Broadcom’s stock gained 1.2%, while Oracle shares rose 0.9%.</p><p style=\"text-align: start;\">Micron’s strong earnings results are a reminder that demand for AI computing is still far outpacing supply, D.A. Davidson analyst Gil Luria said. While some of the demand drivers are specific to Micron’s role as a memory-chip maker, “they are also an indication of an accelerating rate of purchasing,” he said in emailed comments.</p><p style=\"text-align: start;\">Investors already got that message from Nvidia and hyperscale cloud companies that reported results over the past two months, but Micron’s report “comes at an opportune time as the narrative around AI has turned negative,” Luria said.</p><p style=\"text-align: start;\">Micron’s report itself might not be enough to turn negative sentiment about the AI trade around, he added, but it serves as a reminder to investors that AI winners still exist, “even as debt-laden overextensions” in the market, such as Oracle and CoreWeave, spur investor concerns.</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 and Other Chip Stocks Rise — but the AI Trade May Not Be Back for Good</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 and Other Chip Stocks Rise — but the AI Trade May Not Be Back for Good\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\">2025-12-19 06:40</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;\">Some on Wall Street aren’t buying that Thursday’s artificial-intelligence rally will sustain, at least in the short run.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and a host of other AI stocks rose on Thursday, buoyed by <a href=\"https://laohu8.com/S/MU\">Micron Technology</a>’s upbeat messaging and forecast. The memory-chip maker not only gave a quarterly revenue forecast late Wednesday that was some 30% above the consensus level, but it also talked up robust opportunities beyond that, as AI demand continues to pour in.</p><p>The commentary was welcome news for investors in AI stocks, which have been weighed down in recent weeks largely due to debt concerns. Many AI companies are betting big on future business with OpenAI, but Wall Street has become more jittery about the ChatGPT maker’s potential to see through its ambitious plans in the future. Meanwhile, in the present, trendy players like Oracle and <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> are leveraging up to finance their AI buildouts.</p><p style=\"text-align: start;\">Yet Mizuho trading-desk analyst Jordan Klein on Thursday wrote that he was “not here calling for a massive reversal” in chip stocks and other AI capital-expenditure beneficiaries, even after Micron’s strong report.</p><p style=\"text-align: start;\">“I have no clue when that happens,” but it’s probably more of a 2026 dynamic, he said.</p><p style=\"text-align: start;\">What Klein thinks needs to happen is for new large language models that train on Nvidia’s Blackwell chips to “offer major improvements vs. anything we have seen to date.” He noted that they specifically need to show better outcomes than <a href=\"https://laohu8.com/S/GOOG\">Google</a>’s Gemini, which was trained on the company’s in-house tensor processing units co-developed alongside <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>.</p><p>“I am as confident as ever in the AI capex beneficiaries coming back strong to make new highs again,” Klein wrote. But in the meantime, there’s been a rotation out of major technology winners and into other corners of the market — one that Klein deemed to be healthy for overall market dynamics.</p><p style=\"text-align: start;\">Joe Mazzola, head trading and derivatives strategist at Charles Schwab, also noted that Micron’s report was lifting AI-linked stocks across the board Thursday — including energy names like <a href=\"https://laohu8.com/S/CEG\">Constellation</a> and highflying software names like <a href=\"https://laohu8.com/S/PLTR\">Palantir</a>, which were up 5.9% and 4.7%, respectively.</p><p style=\"text-align: start;\">“But one day isn’t necessarily going to change the overall pattern of investors moving out of tech and into other sectors, something evident in the fact that 63% of S&amp;P 500 stocks have outperformed the index over the last month even as the market-cap-weighted index itself has fallen,” Mazzola said in emailed comments.</p><p style=\"text-align: start;\">Nvidia and AMD shares were up 1.9% and 1.5%, respectively, on Thursday. Broadcom’s stock gained 1.2%, while Oracle shares rose 0.9%.</p><p style=\"text-align: start;\">Micron’s strong earnings results are a reminder that demand for AI computing is still far outpacing supply, D.A. Davidson analyst Gil Luria said. While some of the demand drivers are specific to Micron’s role as a memory-chip maker, “they are also an indication of an accelerating rate of purchasing,” he said in emailed comments.</p><p style=\"text-align: start;\">Investors already got that message from Nvidia and hyperscale cloud companies that reported results over the past two months, but Micron’s report “comes at an opportune time as the narrative around AI has turned negative,” Luria said.</p><p style=\"text-align: start;\">Micron’s report itself might not be enough to turn negative sentiment about the AI trade around, he added, but it serves as a reminder to investors that AI winners still exist, “even as debt-laden overextensions” in the market, such as Oracle and CoreWeave, spur investor concerns.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","CRWV":"CoreWeave, Inc.","AVGO":"博通","NVDA":"英伟达","MU":"美光科技","CEG":"Constellation Energy Corp","PLTR":"Palantir Technologies Inc.","ORCL":"甲骨文"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2592861201","content_text":"Some on Wall Street aren’t buying that Thursday’s artificial-intelligence rally will sustain, at least in the short run.Nvidia, Advanced Micro Devices, Oracle and a host of other AI stocks rose on Thursday, buoyed by Micron Technology’s upbeat messaging and forecast. The memory-chip maker not only gave a quarterly revenue forecast late Wednesday that was some 30% above the consensus level, but it also talked up robust opportunities beyond that, as AI demand continues to pour in.The commentary was welcome news for investors in AI stocks, which have been weighed down in recent weeks largely due to debt concerns. Many AI companies are betting big on future business with OpenAI, but Wall Street has become more jittery about the ChatGPT maker’s potential to see through its ambitious plans in the future. Meanwhile, in the present, trendy players like Oracle and CoreWeave are leveraging up to finance their AI buildouts.Yet Mizuho trading-desk analyst Jordan Klein on Thursday wrote that he was “not here calling for a massive reversal” in chip stocks and other AI capital-expenditure beneficiaries, even after Micron’s strong report.“I have no clue when that happens,” but it’s probably more of a 2026 dynamic, he said.What Klein thinks needs to happen is for new large language models that train on Nvidia’s Blackwell chips to “offer major improvements vs. anything we have seen to date.” He noted that they specifically need to show better outcomes than Google’s Gemini, which was trained on the company’s in-house tensor processing units co-developed alongside Broadcom.“I am as confident as ever in the AI capex beneficiaries coming back strong to make new highs again,” Klein wrote. But in the meantime, there’s been a rotation out of major technology winners and into other corners of the market — one that Klein deemed to be healthy for overall market dynamics.Joe Mazzola, head trading and derivatives strategist at Charles Schwab, also noted that Micron’s report was lifting AI-linked stocks across the board Thursday — including energy names like Constellation and highflying software names like Palantir, which were up 5.9% and 4.7%, respectively.“But one day isn’t necessarily going to change the overall pattern of investors moving out of tech and into other sectors, something evident in the fact that 63% of S&P 500 stocks have outperformed the index over the last month even as the market-cap-weighted index itself has fallen,” Mazzola said in emailed comments.Nvidia and AMD shares were up 1.9% and 1.5%, respectively, on Thursday. Broadcom’s stock gained 1.2%, while Oracle shares rose 0.9%.Micron’s strong earnings results are a reminder that demand for AI computing is still far outpacing supply, D.A. Davidson analyst Gil Luria said. While some of the demand drivers are specific to Micron’s role as a memory-chip maker, “they are also an indication of an accelerating rate of purchasing,” he said in emailed comments.Investors already got that message from Nvidia and hyperscale cloud companies that reported results over the past two months, but Micron’s report “comes at an opportune time as the narrative around AI has turned negative,” Luria said.Micron’s report itself might not be enough to turn negative sentiment about the AI trade around, he added, but it serves as a reminder to investors that AI winners still exist, “even as debt-laden overextensions” in the market, such as Oracle and CoreWeave, spur investor concerns.","news_type":1,"symbols_score_info":{"MU":2,"AMD":2,"AVGO":2,"PLTR":2,"NVDA":2,"ORCL":2,"CRWV":2,"CEG":2}},"isVote":1,"tweetType":1,"viewCount":162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":511393798374032,"gmtCreate":1765879567581,"gmtModify":1765879571514,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"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/511393798374032","repostId":"2591603232","repostType":2,"repost":{"id":"2591603232","kind":"highlight","pubTimestamp":1765865220,"share":"https://ttm.financial/m/news/2591603232?lang=en_US&edition=fundamental","pubTime":"2025-12-16 14:07","market":"us","language":"en","title":"Justin Wolfers Sounds Alarm On November Jobs Report: Shutdown Has Left Economic Data In 'Deep Fog'","url":"https://stock-news.laohu8.com/highlight/detail?id=2591603232","media":"Benzinga_recent_news","summary":"Justin Wolfers warns: Don't trust the unemployment spike. See how the government shutdown artificially inflated November's jobless rate.","content":"<div>\n<p>As fresh labor market numbers for November are set to hit the headlines, top economist Justin Wolfers is urging the public to read the data with extreme caution.\nWolfers warns that the recent ...</p>\n\n<a href=\"https://www.benzinga.com/markets/economic-data/25/12/49412153/justin-wolfers-sounds-alarm-on-november-jobs-report-shutdown-has-left-economic-data-in-deep-fog\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","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>Justin Wolfers Sounds Alarm On November Jobs Report: Shutdown Has Left Economic Data In 'Deep Fog'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJustin Wolfers Sounds Alarm On November Jobs Report: Shutdown Has Left Economic Data In 'Deep Fog'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-16 14:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/economic-data/25/12/49412153/justin-wolfers-sounds-alarm-on-november-jobs-report-shutdown-has-left-economic-data-in-deep-fog><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As fresh labor market numbers for November are set to hit the headlines, top economist Justin Wolfers is urging the public to read the data with extreme caution.\nWolfers warns that the recent ...</p>\n\n<a href=\"https://www.benzinga.com/markets/economic-data/25/12/49412153/justin-wolfers-sounds-alarm-on-november-jobs-report-shutdown-has-left-economic-data-in-deep-fog\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn.benzinga.com/files/images/story/2025/12/16/Markets-Show-Mixed.jpeg?optimize=medium&dpr=2&auto=webp&width=240","relate_stocks":{"BK4504":"桥水持仓","BK4585":"ETF&股票定投概念","SPXU":"三倍做空标普500ETF-ProShares","BK4561":"索罗斯持仓","IVV":"标普500ETF-iShares","BK4559":"巴菲特持仓","UPRO":"三倍做多标普500ETF-ProShares","OEF":"标普100指数ETF-iShares","BK4581":"高盛持仓","BK4593":"纳斯达克ETF","BK4534":"瑞士信贷持仓","SSO":"2倍做多标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","SPY":"标普500ETF","SH":"做空标普500-Proshares","OEX":"标普100","BK4588":"碎股","QQQ":"纳指100ETF","BK4550":"红杉资本持仓"},"source_url":"https://www.benzinga.com/markets/economic-data/25/12/49412153/justin-wolfers-sounds-alarm-on-november-jobs-report-shutdown-has-left-economic-data-in-deep-fog","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2591603232","content_text":"As fresh labor market numbers for November are set to hit the headlines, top economist Justin Wolfers is urging the public to read the data with extreme caution.\nWolfers warns that the recent government shutdown has created a statistical “deep fog” that is likely artificially inflating November's unemployment rate, making the economy look worse than it actually is.\nAccording to Wolfers, the root of the problem is the cancellation of the October survey during the government shutdown. This gap in data collection has disrupted the delicate “4-8-4” rotation cycle used by the Bureau of Labor Statistics (BLS), where households are surveyed for four months, left alone for eight, and then surveyed again.\nBecause there was no survey in October, the composition of the November sample has been drastically altered. Typically, only one-eighth of the respondents are new to the survey.\nHowever, Wolfers points out that in the November sample, there are “twice as many inexperienced respondents” as usual—roughly 25% of the total pool.\nSee Also: Six Figures Is The New Poor, The Benchmark That Lied To America\nThis shift in the sample composition matters because of a phenomenon Wolfers identifies as “rotation group bias.”\nHistorical data show a clear psychological or reporting discrepancy: individuals answering the labor survey for the first time consistently report higher unemployment rates than those who have been surveyed previously.\nPointing to data from 2022 through 2025, Wolfers notes that the measured unemployment rate among first-time respondents is “typically 0.7 percentage points higher” than among experienced respondents.\nWith a higher volume of these “pessimistic” first-timers flooding the November sample, the overall weighted average is mathematically destined to skew upward. Wolfers predicts this “will likely push the measured unemployment up a tad,” regardless of the actual health of the job market.\nBeyond the bias, the data is also suffering from increased sampling error. The BLS usually relies on panel data methods—effectively tracking the same people over time—to smooth out volatility.\nWith a quarter of the sample being new, these methods are less effective, leading to potentially erratic estimates.\nWolfers notes that while the government is technically “out of the statistical blackout,” the shutdown's “echo effects” have made it uniquely difficult to parse the official numbers, leaving analysts and policymakers navigating a “deep fog.”\nThe SPDR S&P 500 ETF Trust (NYSE:SPY) and Invesco QQQ Trust ETF (NASDAQ:QQQ), which track the S&P 500 index and Nasdaq 100 index, respectively, closed lower on Monday. The SPY was down 0.15% at $680.73, while the QQQ declined 0.50% to $610.54, according to Benzinga Pro data.\nThe futures of the S&P 500, Dow Jones, and Nasdaq 100 indices were trading lower on Tuesday.\nRead Next:\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nPhoto courtesy: Shutterstock","news_type":1,"symbols_score_info":{"SH":0.6,"SSO":0.6,"SPXU":0.6,"ESmain":0.6,"SDS":0.6,"IVV":0.6,"QQQ":1,"SPY":0.7,"OEF":0.6,"OEX":0.6,"MESmain":0.6,"UPRO":0.6}},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":507253934830384,"gmtCreate":1764863005326,"gmtModify":1764863007753,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"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/507253934830384","repostId":"2588838606","repostType":2,"repost":{"id":"2588838606","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1764859281,"share":"https://ttm.financial/m/news/2588838606?lang=en_US&edition=fundamental","pubTime":"2025-12-04 22:41","market":"hk","language":"en","title":"Klarna Launching Premium, Max Membership Plans in the US","url":"https://stock-news.laohu8.com/highlight/detail?id=2588838606","media":"MT Newswires Live","summary":"Klarna , the \"buy now, pay later\" firm, said Thursday it has expanded its membership program with the launch of Premium and Max plans in the US.The membership plans provide perks like airport lounge access, travel insurance and subscriptions without the need for customers to take on debt or reach a spending requirement, the company said.The membership plans are being provided in partnership with WebBank, Klarna said.Price: 30.81, Change: +0.24, Percent Change: +0.80","content":"<html><body><p> Klarna (KLAR), the \"buy now, pay later\" firm, said Thursday it has expanded its membership program with the launch of Premium and Max plans in the US.</p><p>The membership plans provide perks like airport lounge access, travel insurance and subscriptions without the need for customers to take on debt or reach a spending requirement, the company said.</p><p>The membership plans are being provided in partnership with WebBank, Klarna said.</p><p>Price: 30.81, Change: +0.24, Percent Change: +0.80</p></body></html>","source":"mtnewswires_news","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 Launching Premium, Max Membership Plans in the US</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nKlarna Launching Premium, Max Membership Plans in the US\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-12-04 22:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Klarna (KLAR), the \"buy now, pay later\" firm, said Thursday it has expanded its membership program with the launch of Premium and Max plans in the US.</p><p>The membership plans provide perks like airport lounge access, travel insurance and subscriptions without the need for customers to take on debt or reach a spending requirement, the company said.</p><p>The membership plans are being provided in partnership with WebBank, Klarna said.</p><p>Price: 30.81, Change: +0.24, Percent Change: +0.80</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KLAR":"Klarna Group plc","BK4227":"交易和支付处理服务"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2588838606","content_text":"Klarna (KLAR), the \"buy now, pay later\" firm, said Thursday it has expanded its membership program with the launch of Premium and Max plans in the US.The membership plans provide perks like airport lounge access, travel insurance and subscriptions without the need for customers to take on debt or reach a spending requirement, the company said.The membership plans are being provided in partnership with WebBank, Klarna said.Price: 30.81, Change: +0.24, Percent Change: +0.80","news_type":1,"symbols_score_info":{"KLAR":1.5}},"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":501029710721960,"gmtCreate":1763363448827,"gmtModify":1763363452430,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"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/501029710721960","repostId":"500117302071624","repostType":1,"repost":{"id":500117302071624,"gmtCreate":1763118529600,"gmtModify":1763118638214,"author":{"id":"3527667668165440","authorId":"3527667668165440","name":"Capital_Insights","avatar":"https://static.tigerbbs.com/cfdc66fff48bb2b9e2d328ac5eb33100","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667668165440","idStr":"3527667668165440"},"themes":[],"title":"💥Buying the Dip on Circle! Cathie Wood’s New Move: Slashing Tesla & SOFI —What’s Her Game?","htmlText":"In mid-November, Cathie Wood made another round of headline-worthy moves—and this time, they’re anything but subtle.Cathie WoodARK Invest released its daily trading activity for Wednesday, November 12, 2025, revealing several major shifts in positioning. The standout transaction was a purchase of 353,328 shares of <a href=\"https://ttm.financial/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> worth $34,732,142. This buy came on the very same day Circle’s stock dropped roughly 12%.In stark contrast, ARK significantly trimmed its position in <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> selling 70,474 shares worth $30,981,779, while also unloading 43,940 shares of <a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a> for $1,359,943. These weren’t isolated mov","listText":"In mid-November, Cathie Wood made another round of headline-worthy moves—and this time, they’re anything but subtle.Cathie WoodARK Invest released its daily trading activity for Wednesday, November 12, 2025, revealing several major shifts in positioning. The standout transaction was a purchase of 353,328 shares of <a href=\"https://ttm.financial/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> worth $34,732,142. This buy came on the very same day Circle’s stock dropped roughly 12%.In stark contrast, ARK significantly trimmed its position in <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> selling 70,474 shares worth $30,981,779, while also unloading 43,940 shares of <a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a> for $1,359,943. These weren’t isolated mov","text":"In mid-November, Cathie Wood made another round of headline-worthy moves—and this time, they’re anything but subtle.Cathie WoodARK Invest released its daily trading activity for Wednesday, November 12, 2025, revealing several major shifts in positioning. The standout transaction was a purchase of 353,328 shares of $Circle Internet Corp.(CRCL)$ worth $34,732,142. This buy came on the very same day Circle’s stock dropped roughly 12%.In stark contrast, ARK significantly trimmed its position in $Tesla Motors(TSLA)$ selling 70,474 shares worth $30,981,779, while also unloading 43,940 shares of $SoFi Technologies Inc.(SOFI)$ for $1,359,943. These weren’t isolated mov","images":[{"img":"https://community-static.tradeup.com/news/bc5470193dc1af2b89cdbfec92ecb292"},{"img":"https://community-static.tradeup.com/news/b8dff7461debd053ad59ef7784c7ce1e"},{"img":"https://community-static.tradeup.com/news/5c143c3e897669942f8bcefdd883b03f"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/500117302071624","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":499407099290080,"gmtCreate":1762950651432,"gmtModify":1762950655472,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"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/499407099290080","repostId":"1122446384","repostType":2,"repost":{"id":"1122446384","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":1762949337,"share":"https://ttm.financial/m/news/1122446384?lang=en_US&edition=fundamental","pubTime":"2025-11-12 20:08","market":"us","language":"en","title":"Goldman Strategists See US Stocks Lagging All Peers Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=1122446384","media":"Tiger Newspress","summary":"Goldman Sachs strategist Peter Oppenheimer, who accurately predicted Wall Street’s underperformance this year, expects US equities to lag for the next decade. He advised investors to diversify beyond...","content":"<html><head></head><body><p>Goldman Sachs strategist Peter Oppenheimer, who accurately predicted Wall Street’s underperformance this year, expects US equities to lag for the next decade. He advised investors to diversify beyond the US as high valuations limit further gains.</p><p>Oppenheimer’s team projects the S&amp;P 500 to deliver annual returns of 6.5% over the next 10 years — the weakest among major regions — while emerging markets are forecast to lead with 10.9% yearly gains. After a decade of dominance fueled by tech and AI enthusiasm, the S&amp;P 500’s 16% rise this year trails the 27% advance in MSCI’s global index excluding the US.</p><p>“Diversify beyond the US, with a tilt toward emerging markets,” Oppenheimer’s team wrote, citing higher nominal GDP growth and structural reforms that favor EM, and noting that AI’s long-term benefits will be global rather than US-centric.</p><p>Emerging-market growth is expected to be driven by strong earnings in China and India. Asia excluding Japan is seen delivering 10.3% annual returns, Japan 8.2% supported by improved corporate governance, and Europe 7.1%.</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>Goldman Strategists See US Stocks Lagging All Peers Next Decade</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\">\nGoldman Strategists See US Stocks Lagging All Peers Next Decade\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\">2025-11-12 20:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Goldman Sachs strategist Peter Oppenheimer, who accurately predicted Wall Street’s underperformance this year, expects US equities to lag for the next decade. He advised investors to diversify beyond the US as high valuations limit further gains.</p><p>Oppenheimer’s team projects the S&amp;P 500 to deliver annual returns of 6.5% over the next 10 years — the weakest among major regions — while emerging markets are forecast to lead with 10.9% yearly gains. After a decade of dominance fueled by tech and AI enthusiasm, the S&amp;P 500’s 16% rise this year trails the 27% advance in MSCI’s global index excluding the US.</p><p>“Diversify beyond the US, with a tilt toward emerging markets,” Oppenheimer’s team wrote, citing higher nominal GDP growth and structural reforms that favor EM, and noting that AI’s long-term benefits will be global rather than US-centric.</p><p>Emerging-market growth is expected to be driven by strong earnings in China and India. Asia excluding Japan is seen delivering 10.3% annual returns, Japan 8.2% supported by improved corporate governance, and Europe 7.1%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122446384","content_text":"Goldman Sachs strategist Peter Oppenheimer, who accurately predicted Wall Street’s underperformance this year, expects US equities to lag for the next decade. He advised investors to diversify beyond the US as high valuations limit further gains.Oppenheimer’s team projects the S&P 500 to deliver annual returns of 6.5% over the next 10 years — the weakest among major regions — while emerging markets are forecast to lead with 10.9% yearly gains. After a decade of dominance fueled by tech and AI enthusiasm, the S&P 500’s 16% rise this year trails the 27% advance in MSCI’s global index excluding the US.“Diversify beyond the US, with a tilt toward emerging markets,” Oppenheimer’s team wrote, citing higher nominal GDP growth and structural reforms that favor EM, and noting that AI’s long-term benefits will be global rather than US-centric.Emerging-market growth is expected to be driven by strong earnings in China and India. Asia excluding Japan is seen delivering 10.3% annual returns, Japan 8.2% supported by improved corporate governance, and Europe 7.1%.","news_type":1,"symbols_score_info":{".SPX":2,".IXIC":2,".DJI":2}},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":497636965884752,"gmtCreate":1762515914440,"gmtModify":1762515918188,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"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/497636965884752","repostId":"2581015955","repostType":2,"repost":{"id":"2581015955","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":1762502400,"share":"https://ttm.financial/m/news/2581015955?lang=en_US&edition=fundamental","pubTime":"2025-11-07 16:00","market":"us","language":"en","title":"Is AI Too Big to Fail? OpenAI’s Finance Chief May Have Said the Quiet Part Out Loud","url":"https://stock-news.laohu8.com/highlight/detail?id=2581015955","media":"Dow Jones","summary":"The time-honored cliché that owing a bank $100 is your problem, but owing a $1 million dollars is the bank’s problem found new life during the global financial crisis.","content":"<html><head></head><body><p style=\"text-align: start;\">The time-honored cliché that owing a bank $100 is your problem, but owing a $1 million dollars is the bank’s problem found new life during the global financial crisis.</p><p>Individual mortgage borrowers were on the hook for relatively modest amounts, but those sums totaled many hundreds of billions of dollars.</p><p>And we know how that ended.</p><p>That is what makes a hint from OpenAI finance chief Sarah Friar all the more worrying. During a discussion at The Wall Street Journal’s Tech Live Event on Wednesday in New York City, Friar detailed the need for an “ecosystem” of financing that could ultimately fund the trillions in artificial intelligence infrastructure the tech industry says it needs to function.</p><p>She also mused about the idea of a government “backstop,” or “the guarantee that allows the financing to happen” as OpenAI and other companies “build out the full infrastructure today that allows more compute to come into the world.”</p><p style=\"text-align: start;\">It’s probably not the sort of language investors want to hear from the head bean counter at the beating heart of the AI investment boom; OpenAI has made around $1.5 trillion in spending commitments against current annual revenue of around $13 billion.</p><p style=\"text-align: start;\">It’s also not want investors want to hear from OpenAI, which is the world’s most-valuable start up and could come to market with a $1 trillion price tag next year if it so desired. And certainly not when fixed-income traders are marking up debt protection costs for <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, the tech giant whose future revenue growth is tethered to OpenAI’s ambitions. Credit default swaps on Oracle’s five-year bonds are trading at the highest levels since 2023, and have risen nearly 50% over the past month alone, based on fixed-income market data obtained by CNBC.</p><p>Oracle raised $18 billion in a multipart bond issue in early October that included paper maturing in 2065. Reports suggested investor demand for the sale—the second-largest corporate bond offering of the year—reached $88 billion.</p><p style=\"text-align: start;\">But a lot has changed since then.</p><p style=\"text-align: start;\">Cracks in the private credit debt market are starting to cause ripple effects in other corners of the fixed-income space.</p><p style=\"text-align: start;\">The use of special purpose vehicles and other exotic forms of financing to keep new debt off the balance sheets of certain tech companies is raising eyebrows. Titanic levels of capital spending from the biggest AI hyperscalers has also continued to increase.</p><p style=\"text-align: start;\">Global tech junk bond issuance, meanwhile, is quietly on pace to surpass the record high reached in 2020, while overall debt sales from companies, governments, and agencies is likely to top $6 trillion before the end of the year.</p><p style=\"text-align: start;\">Friar walked back some of her remarks in a Wednesday evening LinkedIn post, claiming her use of the word “backstop…muddied the point.”</p><p>“OpenAI is not seeking a government backstop for our infrastructure commitments,” she wrote. “American strength in technology will come from building real industrial capacity which requires the private sector and government playing their part.”</p><p style=\"text-align: start;\">Backstop or no, the taxpayer is already doing its fair share of the heavy lifting.</p><p style=\"text-align: start;\">Tax breaks from the One Big Beautiful Bill Act make AI investments immensely more attractive by allowing companies to deduct the full cost of new assets. Support for the chip sector among both Democrats and Republican members of the House of Representatives remains central to the government’s economic agenda.</p><p>Semiconductors are at the heart of American policy on trade, intellectual property protection, and, in many cases, national security. Top tech executives are regular visitors to the White House and often feted as new industrial heroes when they travel abroad—as was the case when <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>’s Jensen Huang visited South Korea last week and <a href=\"https://laohu8.com/S/AAPL\">Apple</a>’s Tim Cook traveled to China last month.</p><p style=\"text-align: start;\">Meanwhile, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> CEO Elon Musk—the world’s richest man— wants a $1 trillion pay deal tied in part to wealth he can create with his AI vision.</p><p>Friar’s use of the word “backstop” wasn’t a slip of the tongue, it was a candid admission of what everyone already knows: The stock market, the economy, and the U.S. government are all-in on AI.</p><p style=\"text-align: start;\">If OpenAI can’t find the funding for the hundreds of gigawatts of computing power it’s promising—let alone source the energy required to fuel it—the spillover effects will be significant. Nvidia has a stake in OpenAI. So does <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>. OpenAI has a stake in <a href=\"https://laohu8.com/S/AMD\">AMD</a>. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> added nearly $105 billion in stock market value when it unveiled a $38 billion contrac t between OpenAI and its web services division on Monday.</p><p style=\"text-align: start;\">Oracle, <a href=\"https://laohu8.com/S/INTC\">Intel</a>, and Microsoft, as well as smaller companies such as <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>, are all tied deeply into the OpenAI spending web.</p><p style=\"text-align: start;\">The trillions in AI capex, meanwhile, are responsible for the lion’s share of this year’s economic growth—and are powering an outsize portion of the stock market’s record highs.</p><p style=\"text-align: start;\">Put simply, whatever AI owes, it’s likely now everyone’s problem if it can’t be paid back.</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>Is AI Too Big to Fail? OpenAI’s Finance Chief May Have Said the Quiet Part Out Loud</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\">\nIs AI Too Big to Fail? OpenAI’s Finance Chief May Have Said the Quiet Part Out Loud\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\">2025-11-07 16:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">The time-honored cliché that owing a bank $100 is your problem, but owing a $1 million dollars is the bank’s problem found new life during the global financial crisis.</p><p>Individual mortgage borrowers were on the hook for relatively modest amounts, but those sums totaled many hundreds of billions of dollars.</p><p>And we know how that ended.</p><p>That is what makes a hint from OpenAI finance chief Sarah Friar all the more worrying. During a discussion at The Wall Street Journal’s Tech Live Event on Wednesday in New York City, Friar detailed the need for an “ecosystem” of financing that could ultimately fund the trillions in artificial intelligence infrastructure the tech industry says it needs to function.</p><p>She also mused about the idea of a government “backstop,” or “the guarantee that allows the financing to happen” as OpenAI and other companies “build out the full infrastructure today that allows more compute to come into the world.”</p><p style=\"text-align: start;\">It’s probably not the sort of language investors want to hear from the head bean counter at the beating heart of the AI investment boom; OpenAI has made around $1.5 trillion in spending commitments against current annual revenue of around $13 billion.</p><p style=\"text-align: start;\">It’s also not want investors want to hear from OpenAI, which is the world’s most-valuable start up and could come to market with a $1 trillion price tag next year if it so desired. And certainly not when fixed-income traders are marking up debt protection costs for <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, the tech giant whose future revenue growth is tethered to OpenAI’s ambitions. Credit default swaps on Oracle’s five-year bonds are trading at the highest levels since 2023, and have risen nearly 50% over the past month alone, based on fixed-income market data obtained by CNBC.</p><p>Oracle raised $18 billion in a multipart bond issue in early October that included paper maturing in 2065. Reports suggested investor demand for the sale—the second-largest corporate bond offering of the year—reached $88 billion.</p><p style=\"text-align: start;\">But a lot has changed since then.</p><p style=\"text-align: start;\">Cracks in the private credit debt market are starting to cause ripple effects in other corners of the fixed-income space.</p><p style=\"text-align: start;\">The use of special purpose vehicles and other exotic forms of financing to keep new debt off the balance sheets of certain tech companies is raising eyebrows. Titanic levels of capital spending from the biggest AI hyperscalers has also continued to increase.</p><p style=\"text-align: start;\">Global tech junk bond issuance, meanwhile, is quietly on pace to surpass the record high reached in 2020, while overall debt sales from companies, governments, and agencies is likely to top $6 trillion before the end of the year.</p><p style=\"text-align: start;\">Friar walked back some of her remarks in a Wednesday evening LinkedIn post, claiming her use of the word “backstop…muddied the point.”</p><p>“OpenAI is not seeking a government backstop for our infrastructure commitments,” she wrote. “American strength in technology will come from building real industrial capacity which requires the private sector and government playing their part.”</p><p style=\"text-align: start;\">Backstop or no, the taxpayer is already doing its fair share of the heavy lifting.</p><p style=\"text-align: start;\">Tax breaks from the One Big Beautiful Bill Act make AI investments immensely more attractive by allowing companies to deduct the full cost of new assets. Support for the chip sector among both Democrats and Republican members of the House of Representatives remains central to the government’s economic agenda.</p><p>Semiconductors are at the heart of American policy on trade, intellectual property protection, and, in many cases, national security. Top tech executives are regular visitors to the White House and often feted as new industrial heroes when they travel abroad—as was the case when <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>’s Jensen Huang visited South Korea last week and <a href=\"https://laohu8.com/S/AAPL\">Apple</a>’s Tim Cook traveled to China last month.</p><p style=\"text-align: start;\">Meanwhile, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> CEO Elon Musk—the world’s richest man— wants a $1 trillion pay deal tied in part to wealth he can create with his AI vision.</p><p>Friar’s use of the word “backstop” wasn’t a slip of the tongue, it was a candid admission of what everyone already knows: The stock market, the economy, and the U.S. government are all-in on AI.</p><p style=\"text-align: start;\">If OpenAI can’t find the funding for the hundreds of gigawatts of computing power it’s promising—let alone source the energy required to fuel it—the spillover effects will be significant. Nvidia has a stake in OpenAI. So does <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>. OpenAI has a stake in <a href=\"https://laohu8.com/S/AMD\">AMD</a>. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> added nearly $105 billion in stock market value when it unveiled a $38 billion contrac t between OpenAI and its web services division on Monday.</p><p style=\"text-align: start;\">Oracle, <a href=\"https://laohu8.com/S/INTC\">Intel</a>, and Microsoft, as well as smaller companies such as <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>, are all tied deeply into the OpenAI spending web.</p><p style=\"text-align: start;\">The trillions in AI capex, meanwhile, are responsible for the lion’s share of this year’s economic growth—and are powering an outsize portion of the stock market’s record highs.</p><p style=\"text-align: start;\">Put simply, whatever AI owes, it’s likely now everyone’s problem if it can’t be paid back.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","TSLA":"特斯拉","NVDA":"英伟达","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","INTC":"英特尔","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","AMD":"美国超微公司","CRWV":"CoreWeave, Inc.","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0545562505.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC","AMZN":"亚马逊","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0444971666.USD":"天利全球科技基金","AAPL":"苹果","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","MSFT":"微软","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","ORCL":"甲骨文","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2581015955","content_text":"The time-honored cliché that owing a bank $100 is your problem, but owing a $1 million dollars is the bank’s problem found new life during the global financial crisis.Individual mortgage borrowers were on the hook for relatively modest amounts, but those sums totaled many hundreds of billions of dollars.And we know how that ended.That is what makes a hint from OpenAI finance chief Sarah Friar all the more worrying. During a discussion at The Wall Street Journal’s Tech Live Event on Wednesday in New York City, Friar detailed the need for an “ecosystem” of financing that could ultimately fund the trillions in artificial intelligence infrastructure the tech industry says it needs to function.She also mused about the idea of a government “backstop,” or “the guarantee that allows the financing to happen” as OpenAI and other companies “build out the full infrastructure today that allows more compute to come into the world.”It’s probably not the sort of language investors want to hear from the head bean counter at the beating heart of the AI investment boom; OpenAI has made around $1.5 trillion in spending commitments against current annual revenue of around $13 billion.It’s also not want investors want to hear from OpenAI, which is the world’s most-valuable start up and could come to market with a $1 trillion price tag next year if it so desired. And certainly not when fixed-income traders are marking up debt protection costs for Oracle, the tech giant whose future revenue growth is tethered to OpenAI’s ambitions. Credit default swaps on Oracle’s five-year bonds are trading at the highest levels since 2023, and have risen nearly 50% over the past month alone, based on fixed-income market data obtained by CNBC.Oracle raised $18 billion in a multipart bond issue in early October that included paper maturing in 2065. Reports suggested investor demand for the sale—the second-largest corporate bond offering of the year—reached $88 billion.But a lot has changed since then.Cracks in the private credit debt market are starting to cause ripple effects in other corners of the fixed-income space.The use of special purpose vehicles and other exotic forms of financing to keep new debt off the balance sheets of certain tech companies is raising eyebrows. Titanic levels of capital spending from the biggest AI hyperscalers has also continued to increase.Global tech junk bond issuance, meanwhile, is quietly on pace to surpass the record high reached in 2020, while overall debt sales from companies, governments, and agencies is likely to top $6 trillion before the end of the year.Friar walked back some of her remarks in a Wednesday evening LinkedIn post, claiming her use of the word “backstop…muddied the point.”“OpenAI is not seeking a government backstop for our infrastructure commitments,” she wrote. “American strength in technology will come from building real industrial capacity which requires the private sector and government playing their part.”Backstop or no, the taxpayer is already doing its fair share of the heavy lifting.Tax breaks from the One Big Beautiful Bill Act make AI investments immensely more attractive by allowing companies to deduct the full cost of new assets. Support for the chip sector among both Democrats and Republican members of the House of Representatives remains central to the government’s economic agenda.Semiconductors are at the heart of American policy on trade, intellectual property protection, and, in many cases, national security. Top tech executives are regular visitors to the White House and often feted as new industrial heroes when they travel abroad—as was the case when Nvidia’s Jensen Huang visited South Korea last week and Apple’s Tim Cook traveled to China last month.Meanwhile, Tesla CEO Elon Musk—the world’s richest man— wants a $1 trillion pay deal tied in part to wealth he can create with his AI vision.Friar’s use of the word “backstop” wasn’t a slip of the tongue, it was a candid admission of what everyone already knows: The stock market, the economy, and the U.S. government are all-in on AI.If OpenAI can’t find the funding for the hundreds of gigawatts of computing power it’s promising—let alone source the energy required to fuel it—the spillover effects will be significant. Nvidia has a stake in OpenAI. So does Microsoft. OpenAI has a stake in AMD. Amazon added nearly $105 billion in stock market value when it unveiled a $38 billion contrac t between OpenAI and its web services division on Monday.Oracle, Intel, and Microsoft, as well as smaller companies such as CoreWeave, are all tied deeply into the OpenAI spending web.The trillions in AI capex, meanwhile, are responsible for the lion’s share of this year’s economic growth—and are powering an outsize portion of the stock market’s record highs.Put simply, whatever AI owes, it’s likely now everyone’s problem if it can’t be paid back.","news_type":1,"symbols_score_info":{"AMD":2.1,"CRWV":2,"NVDA":2.1,"INTC":2,"MSFT":0.78,"ORCL":2.1,"AAPL":2,"AMZN":2,"TSLA":0.68}},"isVote":1,"tweetType":1,"viewCount":570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":492630812005104,"gmtCreate":1761293835252,"gmtModify":1761293838866,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"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/492630812005104","repostId":"2577083582","repostType":2,"repost":{"id":"2577083582","kind":"news","pubTimestamp":1761240000,"share":"https://ttm.financial/m/news/2577083582?lang=en_US&edition=fundamental","pubTime":"2025-10-24 01:20","market":"nz","language":"en","title":"Nebius (NBIS) Stock Is Rebounding Thursday: What's Going On?","url":"https://stock-news.laohu8.com/highlight/detail?id=2577083582","media":"Benzinga","summary":"Shares of AI infrastructure company Nebius are trading higher Thursday, fueled by strategic news that is overshadowing a recent stock slump.","content":"<div>\n<p>Shares of AI infrastructure company Nebius Group NV (NASDAQ:NBIS) are trading higher Thursday, fueled by strategic news that is overshadowing a recent stock slump. Here’s what investors need to know.\n...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/movers/25/10/48387447/nebius-nbis-stock-is-rebounding-thursday-whats-going-on\">Source Link</a>\n\n</div>\n","source":"benzinga_hot_news","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>Nebius (NBIS) Stock Is Rebounding Thursday: What's Going On?</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\">\nNebius (NBIS) Stock Is Rebounding Thursday: What's Going On?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-24 01:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/movers/25/10/48387447/nebius-nbis-stock-is-rebounding-thursday-whats-going-on><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of AI infrastructure company Nebius Group NV (NASDAQ:NBIS) are trading higher Thursday, fueled by strategic news that is overshadowing a recent stock slump. Here’s what investors need to know.\n...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/movers/25/10/48387447/nebius-nbis-stock-is-rebounding-thursday-whats-going-on\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn.benzinga.com/files/images/story/2025/10/23/Nebius-Group.jpeg?optimize=medium&dpr=2&auto=webp&width=260","relate_stocks":{"SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","BK4505":"高瓴资本持仓","BK4230":"旅客陆运","BK4535":"淡马锡持仓","UBER":"优步","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0329931173.USD":"HSBC GIF RUSSIA EQUITY \"AD\" (USD) INC","BK4550":"红杉资本持仓","BK4588":"碎股","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0329931090.USD":"HSBC GIF RUSSIA EQUITY \"AC\" ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","SG9999014906.USD":"大华全球优质成长基金Acc USD","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","BK4551":"寇图资本持仓","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","SG9999015978.USD":"利安颠覆性创新基金A","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0531971165.HKD":"HSBC GIF RUSSIA EQUITY \"AD\" (HKD) INC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","BK4097":"系统软件","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","NBIS":"NEBIUS","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","BK4077":"互动媒体与服务","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0823431563.USD":"BNP PARIBAS RUSSIA EQUITY \"C\" (USD) ACC","BK4609":"英伟达持仓股","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4585":"ETF&股票定投概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","BK4022":"陆运"},"source_url":"https://www.benzinga.com/trading-ideas/movers/25/10/48387447/nebius-nbis-stock-is-rebounding-thursday-whats-going-on","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2577083582","content_text":"Shares of AI infrastructure company Nebius Group NV (NASDAQ:NBIS) are trading higher Thursday, fueled by strategic news that is overshadowing a recent stock slump. Here’s what investors need to know.\nWhat To Know: On Wednesday, the company announced its autonomous driving subsidiary, Avride, secured up to $375 million in investments and commitments backed by Uber and Nebius itself. \nThe funding aims to rapidly scale Avride's autonomous vehicle services and deepen its partnership with Uber, including plans to launch a robotaxi service on the Uber platform in Dallas by the end of 2025.\nThe update follows a 12% drop in Nebius shares over the prior five sessions. However, reports from Wednesday suggested institutional investors were treating the dip as a buying opportunity.\nInvestors are now looking ahead to the company's third-quarter financial results, which are scheduled for release before the market opens on Nov. 11. Analysts expect the company to report a loss of 49 cents per share and revenue of $155.11 million, according to estimates from Benzinga Pro.\nBenzinga Edge Rankings: According to Benzinga Edge stock rankings, Nebius boasts an exceptionally high Momentum score of 99.08.\nNBIS Price Action: Nebius Group shares were up 6.04% at $104.58 at the time of publication on Thursday, according to Benzinga Pro data.\nRead Also: Don’t Call It A Bubble: Why Gold’s Rally Has Deep, Structural Support\nBesides going to a brokerage platform to purchase a share – or fractional share – of stock, you can also gain access to shares either by buying an exchange traded fund (ETF) that holds the stock itself, or by allocating yourself to a strategy in your 401(k) that would seek to acquire shares in a mutual fund or other instrument. \nFor example, in Nebius Group’s case, it is in the Information Technology sector. An ETF will likely hold shares in many liquid and large companies that help track that sector, allowing an investor to gain exposure to the trends within that segment.\nImage: Shutterstock\nThis content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.","news_type":1,"symbols_score_info":{"UBER":0.9,"NBIS":1.5}},"isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":492471579996632,"gmtCreate":1761254882137,"gmtModify":1761254886000,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"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/492471579996632","repostId":"2577585977","repostType":2,"repost":{"id":"2577585977","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":1761231482,"share":"https://ttm.financial/m/news/2577585977?lang=en_US&edition=fundamental","pubTime":"2025-10-23 22:58","market":"sh","language":"en","title":"These Low-Risk Stocks Could Be A Profitable Answer To This Volatile Earnings Season","url":"https://stock-news.laohu8.com/highlight/detail?id=2577585977","media":"Dow Jones","summary":"Slow and steady performers do better over the long term. Stocks have become more volatile after they report earnings. Long-term investors can try to exploit this greater volatility, but shorter-term investors will want to favor lower-volatility stocks in the coming months.General Motors  is a good example - the stock jumped 15% after its earnings report on Oct. 21. Netflix  shares fell 10% after it missed earnings on Oct. 22.Consider the performance of a hypothetical portfolio that buys the 10% of stocks with the highest betas and sells short the decile of stocks with the lowest betas. As you can see from the chart below, this portfolio makes money on average during the busiest weeks of earnings season - and is a slight loser the rest of the time. The data in the chart come from a study entitled \"Asset Pricing on Earnings Announcement Days,\" published three years ago in the Journal of Financial Economics.","content":"<html><head></head><body><p>Stocks have become more volatile after they report earnings. Long-term investors can try to exploit this greater volatility, but shorter-term investors will want to favor lower-volatility stocks in the coming months.</p><p><a href=\"https://laohu8.com/S/GM\">General Motors</a> <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> is a good example - the stock jumped 15% after its earnings report on Oct. 21. <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> shares fell 10% after it missed earnings on Oct. 22.</p><p>Such outsized reactions to earnings reports are increasingly the norm, according to research conducted by Bespoke Investment, as you can see from the chart below.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b8d541cc1767dec53faeb0054119e492\" title=\"\" tg-width=\"700\" tg-height=\"471\"/></p><p>The chart shows the average absolute one-day percentage change following earnings reports in each of the past 15 years. The trend over this time is steeply upward, with 2025&#39;s average being a full 2 percentage points higher than 2010&#39;s. The average is even higher for the latest quarterly earnings season - 8.5%, according to Bespoke.</p><p>To understand the investment implications here, it&#39;s important to realize that increasing post-earnings volatility is not based on fundamentals. It instead traces to Wall Street&#39;s increasing reliance on short-term momentum strategies. By chasing performance, individuals and institutions exaggerate both the gains of companies whose earnings beat expectations and the losses of companies that miss.</p><p>One consequence is a greater number of stocks that are significantly over- or undervalued, according to Steven Check, editor of the Blue Chip Investor newsletter - thereby creating openings for investors who focus on the long term.</p><p>&#34;As a larger percentage of market participants buy and sell stocks with no regard for a company&#39;s intrinsic value or earning power,&#34; Check wrote in the October issue of his newsletter, &#34;it creates more opportunities for long-term, fundamental investors ... to identify mis-priced investments.&#34; (Disclosure: Check&#39;s newsletter contracts with my performance auditing firm to calculate its track record.)</p><h2 id=\"id_3801128452\">Betting against beta</h2><p>There is also a less-obvious implication of Bespoke&#39;s research: Earnings season is one of the only times when the highest-beta stocks outperform the lowest volatility issues, on average. Unless you&#39;re a daredevil who loves to incur risk, most of the time you should bet against beta.</p><p>Consider the performance of a hypothetical portfolio that buys the 10% of stocks with the highest betas and sells short the decile of stocks with the lowest betas. As you can see from the chart below, this portfolio makes money on average during the busiest weeks of earnings season - and is a slight loser the rest of the time. The data in the chart come from a study entitled &#34;Asset Pricing on Earnings Announcement Days,&#34; published three years ago in the Journal of Financial Economics.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f4cba6d66cd87eae54849c7f425c8613\" title=\"\" tg-width=\"700\" tg-height=\"478\"/></p><p>The implication: Since the current earnings season is winding down, you should be betting against beta for the next several months - at least until the third week of January, the busiest week of the next earnings season.</p><p>The most straightforward way of betting against beta is with an ETF that focuses on low-beta stocks, such as the <a href=\"https://laohu8.com/S/IVZ\">Invesco</a> S&amp;P 500 Low Volatility ETF SPLV, which invests in the 100 stocks within the S&amp;P 500 SPX that have the lowest trailing 12-month volatility.</p><p>For those who want to bet against beta with individual stocks, the 12 companies listed below are recommended for purchase by at least two of the investment newsletters my auditing firm monitors and have a beta no greater than 0.6 (according to LSEG). They are listed in ascending beta order.</p><p>-- <a href=\"https://laohu8.com/S/GIS\">General Mills</a> </p><p>-- <a href=\"https://laohu8.com/S/HRL\">Hormel</a> </p><p>-- <a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb</a> </p><p>-- <a href=\"https://laohu8.com/S/MRK\">Merck</a> </p><p>-- <a href=\"https://laohu8.com/S/JNJ\">JNJ</a></p><p>-- <a href=\"https://laohu8.com/S/AMGN\">Amgen</a> </p><p>-- <a href=\"https://laohu8.com/S/GD\">General Dynamics</a> </p><p>-- <a href=\"https://laohu8.com/S/HQY\">HealthEquity</a> </p><p>-- <a href=\"https://laohu8.com/S/PFE\">Pfizer</a> PFE</p><p>-- <a href=\"https://laohu8.com/S/KR\">Kroger</a> </p><p>-- <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods </p><p>-- <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> Corp</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>These Low-Risk Stocks Could Be A Profitable Answer To This Volatile Earnings Season</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 Low-Risk Stocks Could Be A Profitable Answer To This Volatile Earnings Season\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\">2025-10-23 22:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks have become more volatile after they report earnings. Long-term investors can try to exploit this greater volatility, but shorter-term investors will want to favor lower-volatility stocks in the coming months.</p><p><a href=\"https://laohu8.com/S/GM\">General Motors</a> <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> is a good example - the stock jumped 15% after its earnings report on Oct. 21. <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> shares fell 10% after it missed earnings on Oct. 22.</p><p>Such outsized reactions to earnings reports are increasingly the norm, according to research conducted by Bespoke Investment, as you can see from the chart below.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b8d541cc1767dec53faeb0054119e492\" title=\"\" tg-width=\"700\" tg-height=\"471\"/></p><p>The chart shows the average absolute one-day percentage change following earnings reports in each of the past 15 years. The trend over this time is steeply upward, with 2025&#39;s average being a full 2 percentage points higher than 2010&#39;s. The average is even higher for the latest quarterly earnings season - 8.5%, according to Bespoke.</p><p>To understand the investment implications here, it&#39;s important to realize that increasing post-earnings volatility is not based on fundamentals. It instead traces to Wall Street&#39;s increasing reliance on short-term momentum strategies. By chasing performance, individuals and institutions exaggerate both the gains of companies whose earnings beat expectations and the losses of companies that miss.</p><p>One consequence is a greater number of stocks that are significantly over- or undervalued, according to Steven Check, editor of the Blue Chip Investor newsletter - thereby creating openings for investors who focus on the long term.</p><p>&#34;As a larger percentage of market participants buy and sell stocks with no regard for a company&#39;s intrinsic value or earning power,&#34; Check wrote in the October issue of his newsletter, &#34;it creates more opportunities for long-term, fundamental investors ... to identify mis-priced investments.&#34; (Disclosure: Check&#39;s newsletter contracts with my performance auditing firm to calculate its track record.)</p><h2 id=\"id_3801128452\">Betting against beta</h2><p>There is also a less-obvious implication of Bespoke&#39;s research: Earnings season is one of the only times when the highest-beta stocks outperform the lowest volatility issues, on average. Unless you&#39;re a daredevil who loves to incur risk, most of the time you should bet against beta.</p><p>Consider the performance of a hypothetical portfolio that buys the 10% of stocks with the highest betas and sells short the decile of stocks with the lowest betas. As you can see from the chart below, this portfolio makes money on average during the busiest weeks of earnings season - and is a slight loser the rest of the time. The data in the chart come from a study entitled &#34;Asset Pricing on Earnings Announcement Days,&#34; published three years ago in the Journal of Financial Economics.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f4cba6d66cd87eae54849c7f425c8613\" title=\"\" tg-width=\"700\" tg-height=\"478\"/></p><p>The implication: Since the current earnings season is winding down, you should be betting against beta for the next several months - at least until the third week of January, the busiest week of the next earnings season.</p><p>The most straightforward way of betting against beta is with an ETF that focuses on low-beta stocks, such as the <a href=\"https://laohu8.com/S/IVZ\">Invesco</a> S&amp;P 500 Low Volatility ETF SPLV, which invests in the 100 stocks within the S&amp;P 500 SPX that have the lowest trailing 12-month volatility.</p><p>For those who want to bet against beta with individual stocks, the 12 companies listed below are recommended for purchase by at least two of the investment newsletters my auditing firm monitors and have a beta no greater than 0.6 (according to LSEG). They are listed in ascending beta order.</p><p>-- <a href=\"https://laohu8.com/S/GIS\">General Mills</a> </p><p>-- <a href=\"https://laohu8.com/S/HRL\">Hormel</a> </p><p>-- <a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb</a> </p><p>-- <a href=\"https://laohu8.com/S/MRK\">Merck</a> </p><p>-- <a href=\"https://laohu8.com/S/JNJ\">JNJ</a></p><p>-- <a href=\"https://laohu8.com/S/AMGN\">Amgen</a> </p><p>-- <a href=\"https://laohu8.com/S/GD\">General Dynamics</a> </p><p>-- <a href=\"https://laohu8.com/S/HQY\">HealthEquity</a> </p><p>-- <a href=\"https://laohu8.com/S/PFE\">Pfizer</a> PFE</p><p>-- <a href=\"https://laohu8.com/S/KR\">Kroger</a> </p><p>-- <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods </p><p>-- <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> Corp</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0672654240.SGD":"FTIF - 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Long-term investors can try to exploit this greater volatility, but shorter-term investors will want to favor lower-volatility stocks in the coming months.General Motors $(GM)$ is a good example - the stock jumped 15% after its earnings report on Oct. 21. Netflix $(NFLX)$ shares fell 10% after it missed earnings on Oct. 22.Such outsized reactions to earnings reports are increasingly the norm, according to research conducted by Bespoke Investment, as you can see from the chart below.The chart shows the average absolute one-day percentage change following earnings reports in each of the past 15 years. The trend over this time is steeply upward, with 2025's average being a full 2 percentage points higher than 2010's. The average is even higher for the latest quarterly earnings season - 8.5%, according to Bespoke.To understand the investment implications here, it's important to realize that increasing post-earnings volatility is not based on fundamentals. It instead traces to Wall Street's increasing reliance on short-term momentum strategies. By chasing performance, individuals and institutions exaggerate both the gains of companies whose earnings beat expectations and the losses of companies that miss.One consequence is a greater number of stocks that are significantly over- or undervalued, according to Steven Check, editor of the Blue Chip Investor newsletter - thereby creating openings for investors who focus on the long term.\"As a larger percentage of market participants buy and sell stocks with no regard for a company's intrinsic value or earning power,\" Check wrote in the October issue of his newsletter, \"it creates more opportunities for long-term, fundamental investors ... to identify mis-priced investments.\" (Disclosure: Check's newsletter contracts with my performance auditing firm to calculate its track record.)Betting against betaThere is also a less-obvious implication of Bespoke's research: Earnings season is one of the only times when the highest-beta stocks outperform the lowest volatility issues, on average. Unless you're a daredevil who loves to incur risk, most of the time you should bet against beta.Consider the performance of a hypothetical portfolio that buys the 10% of stocks with the highest betas and sells short the decile of stocks with the lowest betas. As you can see from the chart below, this portfolio makes money on average during the busiest weeks of earnings season - and is a slight loser the rest of the time. The data in the chart come from a study entitled \"Asset Pricing on Earnings Announcement Days,\" published three years ago in the Journal of Financial Economics.The implication: Since the current earnings season is winding down, you should be betting against beta for the next several months - at least until the third week of January, the busiest week of the next earnings season.The most straightforward way of betting against beta is with an ETF that focuses on low-beta stocks, such as the Invesco S&P 500 Low Volatility ETF SPLV, which invests in the 100 stocks within the S&P 500 SPX that have the lowest trailing 12-month volatility.For those who want to bet against beta with individual stocks, the 12 companies listed below are recommended for purchase by at least two of the investment newsletters my auditing firm monitors and have a beta no greater than 0.6 (according to LSEG). They are listed in ascending beta order.-- General Mills -- Hormel -- Bristol-Myers Squibb -- Merck -- JNJ-- Amgen -- General Dynamics -- HealthEquity -- Pfizer PFE-- Kroger -- Tyson Foods -- CVS Health Corp","news_type":1,"symbols_score_info":{"PFE":1,"HRL":1,"HQY":1,"TSN":1,"JNJ":1,"MYE":1,"KR":1,"MRK":1,"GD":1,"AMGN":1,"GIS":1,"CVS":1}},"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":485130817831520,"gmtCreate":1759470723413,"gmtModify":1759470725593,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"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/485130817831520","repostId":"2570004120","repostType":2,"repost":{"id":"2570004120","kind":"news","pubTimestamp":1758881700,"share":"https://ttm.financial/m/news/2570004120?lang=en_US&edition=fundamental","pubTime":"2025-09-26 18:15","market":"nz","language":"en","title":"Kodiak AI Shares Drop Over 6% In Friday Pre-Market: What's Going On?","url":"https://stock-news.laohu8.com/highlight/detail?id=2570004120","media":"Benzinga","summary":"Kodiak AI, Inc. (NASDAQ: KDK) shares are trending on Friday.\n\n\n\nCheck out the current price of KDK stock here.","content":"<div>\n<p>Kodiak AI, Inc. (NASDAQ: KDK) shares are trending on Friday.\nCheck out the current price of KDK stock here. \nAres Acquisition Corporation II, which recently completed its merger and has been renamed ...</p>\n\n<a href=\"https://www.benzinga.com/markets/equities/25/09/47885086/kodiak-ai-shares-drop-over-6-in-friday-pre-market-whats-going-on\">Source Link</a>\n\n</div>\n","source":"benzinga_hot_news","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>Kodiak AI Shares Drop Over 6% In Friday Pre-Market: What's Going On?</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\">\nKodiak AI Shares Drop Over 6% In Friday Pre-Market: What's Going On?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-26 18:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/equities/25/09/47885086/kodiak-ai-shares-drop-over-6-in-friday-pre-market-whats-going-on><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Kodiak AI, Inc. (NASDAQ: KDK) shares are trending on Friday.\nCheck out the current price of KDK stock here. \nAres Acquisition Corporation II, which recently completed its merger and has been renamed ...</p>\n\n<a href=\"https://www.benzinga.com/markets/equities/25/09/47885086/kodiak-ai-shares-drop-over-6-in-friday-pre-market-whats-going-on\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn.benzinga.com/files/images/story/2025/09/26/Stuttgart--Germany---03-12-2022-Mobile-P.jpeg?optimize=medium&dpr=2&auto=webp&width=260","relate_stocks":{"BK4023":"应用软件","BK4543":"AI","BK4585":"ETF&股票定投概念","AESI":"Atlas Energy Solutions Inc.","KDK":"Kodiak Robotics","BK4528":"SaaS概念","BK4551":"寇图资本持仓","BK4179":"石油天然气设备与服务","BK4588":"碎股","BK4587":"ChatGPT概念"},"source_url":"https://www.benzinga.com/markets/equities/25/09/47885086/kodiak-ai-shares-drop-over-6-in-friday-pre-market-whats-going-on","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2570004120","content_text":"Kodiak AI, Inc. (NASDAQ: KDK) shares are trending on Friday.\nCheck out the current price of KDK stock here. \nAres Acquisition Corporation II, which recently completed its merger and has been renamed Kodiak AI, Inc., saw its shares decline 5.66% to $7.50 during pre-market trading on Friday following completion of its business combination with autonomous vehicle company Kodiak Robotics, Inc.\nThe special purpose acquisition company (SPAC) began trading under the ticker symbols “KDK” and “KDKRW” on Thursday.\nThe business merger, approved on Sept. 23, valued Kodiak Robotics at $2.5 billion, making it one of the largest de-SPAC deals of 2025.\nSee Also: MP Materials Stock Surges: Here’s Why\nThe combined entity raised $275 million, including $145 million in PIPE funding and $62.9 million in AACT trust cash.\nKodiak’s AI-powered trucking system addresses driver shortages and rising costs. The company logged 3 million autonomous miles and 3,000+ paid driverless hours.\nIn 2025, Atlas Energy Solutions (NYSE: AESI) placed an initial order of 100 driverless semi-trucks with Kodiak\nCEO Don Burnette noted the technology’s current deployment: “The Kodiak Driver is already on the road, safely delivering freight for paying customers.”\nKodiak AI’s SPAC merger, backed by prominent investors such as George Soros and Cathie Wood, aims to capture a share of the $4 trillion global freight market, which helped fuel a rally in after-hours trading following the funding announcement.\nAccording to Benzinga Pro data, the pre-market decline follows Thursday's 9.14% drop to $7.95.The stock's pre-market drop follows a 9.14% fall on Thursday, bringing it down to $7.95. KDK has lost 26.46% in value over the past year, and it currently has a market value of $587.05 million with an average daily volume of 525,540.\nRead Next:\nImage Via Shutterstock\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.","news_type":1,"symbols_score_info":{"AESI":1,"KDK":1}},"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":485128257012464,"gmtCreate":1759469841222,"gmtModify":1759469843415,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"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/485128257012464","repostId":"2572520502","repostType":2,"repost":{"id":"2572520502","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":1759459746,"share":"https://ttm.financial/m/news/2572520502?lang=en_US&edition=fundamental","pubTime":"2025-10-03 10:49","market":"us","language":"en","title":"Cathie Wood Hitches A Ride on George Soros-Backed Driverless Truck Company Kodiak AI, Doubles down on China AI Bets Alibaba And Baidu","url":"https://stock-news.laohu8.com/highlight/detail?id=2572520502","media":"Benzinga","summary":"Cathie Wood-led Ark Invest made significant trades on Thursday, focusing on major companies like Alibaba Group Holding Ltd (NYSE:BABA), Baidu Inc (NASDAQ:BIDU), Brera Holdings PLC (N","content":"<html><head></head><body><p><strong>Cathie Wood</strong>-led <strong>Ark Invest</strong> made significant trades on Thursday, focusing on major companies like <a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, <a href=\"https://laohu8.com/S/BREA\">Brera Holdings PLC</a> and <a href=\"https://laohu8.com/S/KDK\">Kodiak Robotics</a>. These trades reflect Ark’s strategic positioning in the tech and innovation sectors.</p><h3 id=\"id_62377822\" style=\"text-align: start;\">The Alibaba Trade</h3><p>Ark Invest’s flagship fund, <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>, acquired 14,453 shares of Alibaba on Thursday. This purchase comes as Alibaba’s stock surged past its 52-week high, closing at $189.34. The trade is valued at approximately $2.74 million.</p><p>The rise in Alibaba’s stock is attributed to its mapping and local services platform, Amap, reaching a record 360 million daily users during China’s National Day holiday. This milestone, along with new AI-driven features, has significantly boosted investor confidence. </p><h3 id=\"id_2921905579\" style=\"text-align: start;\">The Baidu Trade</h3><p>On the same day, ARKK also purchased 45,478 shares of  <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, valued at around $6.4 million, with the stock closing at $140.23.</p><p>Baidu’s Apollo Go robotaxi business is expanding globally, targeting markets like Australia and Southeast Asia. This expansion is part of Baidu’s strategy to compete with giants like Waymo and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>. Baidu’s recent achievements include securing 50 trial licenses in Dubai, allowing the company to expand its fleet to approximately 100 cars in the UAE. </p><p>On Wednesday, Ark purchased $2.97 million worth of Baidu shares, and on Tuesday, it bought $6.9 million worth.</p><h3 id=\"id_495650773\" style=\"text-align: start;\">The Brera Holdings Trade</h3><p>Ark Invest decided to sell 44,209 shares of  <a href=\"https://laohu8.com/S/BREA\">Brera Holdings PLC</a><strong> </strong>from its ARKK fund, with the stock closing at $25.20. The sale is valued at approximately $1.1 million.</p><p>Brera Holdings recently experienced a substantial rally after announcing a Solana treasury strategy, which saw its shares jump before a pullback. </p><p>The Wood-backed firm jetisoned $2.5 million worth of Brera Holdings stock on Wednesday, and $6.6 million worth of shares were sold on Tuesday. Last month, Ark invested $162 million in Brera Holdings by buying 6,500,001 shares.</p><h3 id=\"id_1219964738\" style=\"text-align: start;\">The Kodiak AI Trade</h3><p>In a notable move,  <a href=\"https://laohu8.com/S/ARKQ\">ARK Autonomous Technology &amp; Robotics ETF</a>  purchased 190,165 shares of the George Soros-backed Kodiak AI valued at about $1.3 million, with the stock closing at $6.83.</p><p>Kodiak AI surged 14.6% on Thursday following a disclosure from Soros Fund Management that it had built a 5.7% passive position in the company. The stake amounts to roughly 9.97 million shares, compared with Kodiak AI&#39;s 174.96 million shares outstanding.</p><p>This acquisition, by Ark Invest, follows recent news of <a href=\"https://laohu8.com/S/KDK\">Kodiak Robotics</a> merger funding announcement, which included backing from Soros Fund Management and Ark Investments. The funding package for the merger exceeds $275 million, highlighting significant investor interest in Kodiak’s autonomous vehicle technology.</p><h3 id=\"id_4274948179\" style=\"text-align: start;\">Other Key Trades</h3><ul style=\"list-style-type: disc;\"><li><p>Sold 40,353 shares of  <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>  from ARKK and 24,429 shares from ARKW.</p></li></ul></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>Cathie Wood Hitches A Ride on George Soros-Backed Driverless Truck Company Kodiak AI, Doubles down on China AI Bets Alibaba And Baidu</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\">\nCathie Wood Hitches A Ride on George Soros-Backed Driverless Truck Company Kodiak AI, Doubles down on China AI Bets Alibaba And Baidu\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\">2025-10-03 10:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Cathie Wood</strong>-led <strong>Ark Invest</strong> made significant trades on Thursday, focusing on major companies like <a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, <a href=\"https://laohu8.com/S/BREA\">Brera Holdings PLC</a> and <a href=\"https://laohu8.com/S/KDK\">Kodiak Robotics</a>. These trades reflect Ark’s strategic positioning in the tech and innovation sectors.</p><h3 id=\"id_62377822\" style=\"text-align: start;\">The Alibaba Trade</h3><p>Ark Invest’s flagship fund, <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>, acquired 14,453 shares of Alibaba on Thursday. This purchase comes as Alibaba’s stock surged past its 52-week high, closing at $189.34. The trade is valued at approximately $2.74 million.</p><p>The rise in Alibaba’s stock is attributed to its mapping and local services platform, Amap, reaching a record 360 million daily users during China’s National Day holiday. This milestone, along with new AI-driven features, has significantly boosted investor confidence. </p><h3 id=\"id_2921905579\" style=\"text-align: start;\">The Baidu Trade</h3><p>On the same day, ARKK also purchased 45,478 shares of  <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, valued at around $6.4 million, with the stock closing at $140.23.</p><p>Baidu’s Apollo Go robotaxi business is expanding globally, targeting markets like Australia and Southeast Asia. This expansion is part of Baidu’s strategy to compete with giants like Waymo and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>. Baidu’s recent achievements include securing 50 trial licenses in Dubai, allowing the company to expand its fleet to approximately 100 cars in the UAE. </p><p>On Wednesday, Ark purchased $2.97 million worth of Baidu shares, and on Tuesday, it bought $6.9 million worth.</p><h3 id=\"id_495650773\" style=\"text-align: start;\">The Brera Holdings Trade</h3><p>Ark Invest decided to sell 44,209 shares of  <a href=\"https://laohu8.com/S/BREA\">Brera Holdings PLC</a><strong> </strong>from its ARKK fund, with the stock closing at $25.20. The sale is valued at approximately $1.1 million.</p><p>Brera Holdings recently experienced a substantial rally after announcing a Solana treasury strategy, which saw its shares jump before a pullback. </p><p>The Wood-backed firm jetisoned $2.5 million worth of Brera Holdings stock on Wednesday, and $6.6 million worth of shares were sold on Tuesday. Last month, Ark invested $162 million in Brera Holdings by buying 6,500,001 shares.</p><h3 id=\"id_1219964738\" style=\"text-align: start;\">The Kodiak AI Trade</h3><p>In a notable move,  <a href=\"https://laohu8.com/S/ARKQ\">ARK Autonomous Technology &amp; Robotics ETF</a>  purchased 190,165 shares of the George Soros-backed Kodiak AI valued at about $1.3 million, with the stock closing at $6.83.</p><p>Kodiak AI surged 14.6% on Thursday following a disclosure from Soros Fund Management that it had built a 5.7% passive position in the company. The stake amounts to roughly 9.97 million shares, compared with Kodiak AI&#39;s 174.96 million shares outstanding.</p><p>This acquisition, by Ark Invest, follows recent news of <a href=\"https://laohu8.com/S/KDK\">Kodiak Robotics</a> merger funding announcement, which included backing from Soros Fund Management and Ark Investments. The funding package for the merger exceeds $275 million, highlighting significant investor interest in Kodiak’s autonomous vehicle technology.</p><h3 id=\"id_4274948179\" style=\"text-align: start;\">Other Key Trades</h3><ul style=\"list-style-type: disc;\"><li><p>Sold 40,353 shares of  <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>  from ARKK and 24,429 shares from ARKW.</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4587":"ChatGPT概念","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BIDU":"百度","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4552":"Archegos爆仓风波概念","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","BK4574":"无人驾驶","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4220":"综合零售","BK4524":"宅经济概念","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","BK4554":"元宇宙及AR概念","SLMT":"Brera Holdings PLC","BABA":"阿里巴巴","LU1046421795.USD":"富达环球科技A-ACC","BK4544":"ARK ETF合集","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","KDK":"Kodiak Robotics","BK4514":"搜索引擎","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","BK4575":"芯片概念"},"source_url":"https://www.benzinga.com/markets/equities/25/10/48009528/cathie-wood-hitches-a-ride-on-george-soros-backed-driverless-truck-company-kodiak-ai-doubles-down-on-china-ai-bets-alibaba-and-baidu","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2572520502","content_text":"Cathie Wood-led Ark Invest made significant trades on Thursday, focusing on major companies like Alibaba Group, Baidu, Brera Holdings PLC and Kodiak Robotics. These trades reflect Ark’s strategic positioning in the tech and innovation sectors.The Alibaba TradeArk Invest’s flagship fund, ARK Innovation ETF, acquired 14,453 shares of Alibaba on Thursday. This purchase comes as Alibaba’s stock surged past its 52-week high, closing at $189.34. The trade is valued at approximately $2.74 million.The rise in Alibaba’s stock is attributed to its mapping and local services platform, Amap, reaching a record 360 million daily users during China’s National Day holiday. This milestone, along with new AI-driven features, has significantly boosted investor confidence. The Baidu TradeOn the same day, ARKK also purchased 45,478 shares of  Baidu, valued at around $6.4 million, with the stock closing at $140.23.Baidu’s Apollo Go robotaxi business is expanding globally, targeting markets like Australia and Southeast Asia. This expansion is part of Baidu’s strategy to compete with giants like Waymo and Tesla. Baidu’s recent achievements include securing 50 trial licenses in Dubai, allowing the company to expand its fleet to approximately 100 cars in the UAE. On Wednesday, Ark purchased $2.97 million worth of Baidu shares, and on Tuesday, it bought $6.9 million worth.The Brera Holdings TradeArk Invest decided to sell 44,209 shares of  Brera Holdings PLC from its ARKK fund, with the stock closing at $25.20. The sale is valued at approximately $1.1 million.Brera Holdings recently experienced a substantial rally after announcing a Solana treasury strategy, which saw its shares jump before a pullback. The Wood-backed firm jetisoned $2.5 million worth of Brera Holdings stock on Wednesday, and $6.6 million worth of shares were sold on Tuesday. Last month, Ark invested $162 million in Brera Holdings by buying 6,500,001 shares.The Kodiak AI TradeIn a notable move,  ARK Autonomous Technology & Robotics ETF  purchased 190,165 shares of the George Soros-backed Kodiak AI valued at about $1.3 million, with the stock closing at $6.83.Kodiak AI surged 14.6% on Thursday following a disclosure from Soros Fund Management that it had built a 5.7% passive position in the company. The stake amounts to roughly 9.97 million shares, compared with Kodiak AI's 174.96 million shares outstanding.This acquisition, by Ark Invest, follows recent news of Kodiak Robotics merger funding announcement, which included backing from Soros Fund Management and Ark Investments. The funding package for the merger exceeds $275 million, highlighting significant investor interest in Kodiak’s autonomous vehicle technology.Other Key TradesSold 40,353 shares of  Roku Inc  from ARKK and 24,429 shares from ARKW.","news_type":1,"symbols_score_info":{"SLMT":1.1,"BREA":1.1,"BABA":1.1,"KDK":1.1,"BIDU":1.1}},"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":484793755013576,"gmtCreate":1759388307243,"gmtModify":1759388309306,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"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/484793755013576","repostId":"2572530167","repostType":2,"repost":{"id":"2572530167","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":1759376041,"share":"https://ttm.financial/m/news/2572530167?lang=en_US&edition=fundamental","pubTime":"2025-10-02 11:34","market":"hk","language":"en","title":"CoreWeave's Stock Has Been Red Hot, but This Rival May Be a Better Investment","url":"https://stock-news.laohu8.com/highlight/detail?id=2572530167","media":"Dow Jones","summary":"While CoreWeave grabs headlines with its Meta deal, rival neocloud Nebius might offer a better path for growth, according to one Wall Street firm. Nebius recently secured a $17.4 billion contract with Microsoft.CoreWeave Inc.'s stock has been on a tear recently thanks to the artificial-intelligence trade, but one Wall Street firm believes that the real opportunity lies within the company's biggest neocloud rival: Nebius Group N.V.Shares of CoreWeave  rallied 12% on Tuesday on the news of a $14.2 billion cloud-computing agreement with Meta Platforms Inc. , bringing the stock up 46% in the last month. Still, the development wasn't enough to convince D.A. Davidson analyst Gil Luria, one of CoreWeave's biggest bears, to part with his underperform rating and price target of $36 on the stock.According to Seaport analyst Jay Goldberg, who ini","content":"<html><head></head><body><p>While CoreWeave grabs headlines with its Meta deal, rival neocloud Nebius might offer a better path for growth, according to one Wall Street firm.</p><p><a href=\"https://laohu8.com/S/CRWV\">CoreWeave, Inc.</a> Inc.&#39;s stock has been on a tear recently thanks to the artificial-intelligence trade, but one Wall Street firm believes that the real opportunity lies within the company&#39;s biggest neocloud rival: Nebius Group N.V.</p><p>Shares of CoreWeave rallied 12% on Tuesday on the news of a $14.2 billion cloud-computing agreement with <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, bringing the stock up 46% in the last month. Still, the development wasn&#39;t enough to convince D.A. Davidson analyst Gil Luria, one of CoreWeave&#39;s biggest bears, to part with his underperform rating and price target of $36 on the stock.</p><p>While Luria acknowledged Tuesday that the Meta agreement was a positive driver for CoreWeave, he wrote that <a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a> offers a much more compelling neocloud business model.</p><p>Fellow D.A. Davidson analyst Alexander Platt highlighted in a September note that Nebius&#39;s stock trades at &#34;a noticeable discount&#34; to CoreWeave&#39;s on a backlog basis. CoreWeave has around $30 billion in revenue backlog and a market capitalization of roughly $60 billion, compared with Nebius&#39;s roughly $20 billion in backlog and $28 billion market cap. Nebius also recently signed a high-profile agreement with a hyperscaler - a $17.4 billion deal with <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp.</p><p>It&#39;s not as if Nebius&#39;s stock has been starved for momentum. The stock has also enjoyed a substantial run-up recently, rallying nearly 70% in the last month. But what differentiates it from CoreWeave is that Nebius &#34;still has upside to its valuation based on this Microsoft contract alone which is providing higher-quality backlog, while not including what we believe is a likely other high-profile deal and market realization of the non-core business values in full,&#34; Platt wrote.</p><p>D.A. Davidson has a buy rating and $125 price target on Nebius shares.</p><p>Luria&#39;s biggest concern with CoreWeave is its capital structure. He pointed out that the company is generating less than 5% returns &#34;on assets it has to borrow at [greater than] 9% to acquire.&#34; CoreWeave has funded its high capital expenditures by taking on debt, including using its <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> graphics processing units as collateral.</p><p>Luria said he didn&#39;t see the company&#39;s capital structure improving in the near future: &#34;CoreWeave is likely to be forced to raise incremental capital to keep pace with their competitors and build out to meet commitments,&#34; he wrote.</p><p>And while the Meta deal diversifies CoreWeave&#39;s revenue streams, the company&#39;s customer base is highly concentrated among a few hyperscalers and AI companies.</p><p>According to Seaport analyst Jay Goldberg, who initiated coverage of both neoclouds last month with neutral ratings, Nebius is pursuing a broader customer base and spending significantly less on capital expenditures than CoreWeave.</p><p>&#34;Ultimately, CoreWeave&#39;s focus on large customers is its greatest risk,&#34; Goldberg wrote.</p><p>Nebius can also sell off stakes in its noncore businesses to raise funding instead of taking on additional debt, Goldberg added. For example, the company has stakes in TripleTen, an education-technology platform that offers part-time coding boot camps; and Avride, which makes software for autonomous driving.</p><p>For Luria, the choice between CoreWeave and Nebius is clear, as Nebius offers &#34;better customer mix, unit economics and capital structure.&#34;</p><p></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>CoreWeave's Stock Has Been Red Hot, but This Rival May Be a Better 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\">\nCoreWeave's Stock Has Been Red Hot, but This Rival May Be a Better Investment\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\">2025-10-02 11:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>While CoreWeave grabs headlines with its Meta deal, rival neocloud Nebius might offer a better path for growth, according to one Wall Street firm.</p><p><a href=\"https://laohu8.com/S/CRWV\">CoreWeave, Inc.</a> Inc.&#39;s stock has been on a tear recently thanks to the artificial-intelligence trade, but one Wall Street firm believes that the real opportunity lies within the company&#39;s biggest neocloud rival: Nebius Group N.V.</p><p>Shares of CoreWeave rallied 12% on Tuesday on the news of a $14.2 billion cloud-computing agreement with <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, bringing the stock up 46% in the last month. Still, the development wasn&#39;t enough to convince D.A. Davidson analyst Gil Luria, one of CoreWeave&#39;s biggest bears, to part with his underperform rating and price target of $36 on the stock.</p><p>While Luria acknowledged Tuesday that the Meta agreement was a positive driver for CoreWeave, he wrote that <a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a> offers a much more compelling neocloud business model.</p><p>Fellow D.A. Davidson analyst Alexander Platt highlighted in a September note that Nebius&#39;s stock trades at &#34;a noticeable discount&#34; to CoreWeave&#39;s on a backlog basis. CoreWeave has around $30 billion in revenue backlog and a market capitalization of roughly $60 billion, compared with Nebius&#39;s roughly $20 billion in backlog and $28 billion market cap. Nebius also recently signed a high-profile agreement with a hyperscaler - a $17.4 billion deal with <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp.</p><p>It&#39;s not as if Nebius&#39;s stock has been starved for momentum. The stock has also enjoyed a substantial run-up recently, rallying nearly 70% in the last month. But what differentiates it from CoreWeave is that Nebius &#34;still has upside to its valuation based on this Microsoft contract alone which is providing higher-quality backlog, while not including what we believe is a likely other high-profile deal and market realization of the non-core business values in full,&#34; Platt wrote.</p><p>D.A. Davidson has a buy rating and $125 price target on Nebius shares.</p><p>Luria&#39;s biggest concern with CoreWeave is its capital structure. He pointed out that the company is generating less than 5% returns &#34;on assets it has to borrow at [greater than] 9% to acquire.&#34; CoreWeave has funded its high capital expenditures by taking on debt, including using its <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> graphics processing units as collateral.</p><p>Luria said he didn&#39;t see the company&#39;s capital structure improving in the near future: &#34;CoreWeave is likely to be forced to raise incremental capital to keep pace with their competitors and build out to meet commitments,&#34; he wrote.</p><p>And while the Meta deal diversifies CoreWeave&#39;s revenue streams, the company&#39;s customer base is highly concentrated among a few hyperscalers and AI companies.</p><p>According to Seaport analyst Jay Goldberg, who initiated coverage of both neoclouds last month with neutral ratings, Nebius is pursuing a broader customer base and spending significantly less on capital expenditures than CoreWeave.</p><p>&#34;Ultimately, CoreWeave&#39;s focus on large customers is its greatest risk,&#34; Goldberg wrote.</p><p>Nebius can also sell off stakes in its noncore businesses to raise funding instead of taking on additional debt, Goldberg added. For example, the company has stakes in TripleTen, an education-technology platform that offers part-time coding boot camps; and Avride, which makes software for autonomous driving.</p><p>For Luria, the choice between CoreWeave and Nebius is clear, as Nebius offers &#34;better customer mix, unit economics and capital structure.&#34;</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823414478.USD":"法巴经典能源转换基金","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4573":"虚拟现实","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","BK4581":"高盛持仓","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","CRWV":"CoreWeave, Inc.","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2572530167","content_text":"While CoreWeave grabs headlines with its Meta deal, rival neocloud Nebius might offer a better path for growth, according to one Wall Street firm.CoreWeave, Inc. Inc.'s stock has been on a tear recently thanks to the artificial-intelligence trade, but one Wall Street firm believes that the real opportunity lies within the company's biggest neocloud rival: Nebius Group N.V.Shares of CoreWeave rallied 12% on Tuesday on the news of a $14.2 billion cloud-computing agreement with Meta Platforms, bringing the stock up 46% in the last month. Still, the development wasn't enough to convince D.A. Davidson analyst Gil Luria, one of CoreWeave's biggest bears, to part with his underperform rating and price target of $36 on the stock.While Luria acknowledged Tuesday that the Meta agreement was a positive driver for CoreWeave, he wrote that NEBIUS offers a much more compelling neocloud business model.Fellow D.A. Davidson analyst Alexander Platt highlighted in a September note that Nebius's stock trades at \"a noticeable discount\" to CoreWeave's on a backlog basis. CoreWeave has around $30 billion in revenue backlog and a market capitalization of roughly $60 billion, compared with Nebius's roughly $20 billion in backlog and $28 billion market cap. Nebius also recently signed a high-profile agreement with a hyperscaler - a $17.4 billion deal with Microsoft Corp.It's not as if Nebius's stock has been starved for momentum. The stock has also enjoyed a substantial run-up recently, rallying nearly 70% in the last month. But what differentiates it from CoreWeave is that Nebius \"still has upside to its valuation based on this Microsoft contract alone which is providing higher-quality backlog, while not including what we believe is a likely other high-profile deal and market realization of the non-core business values in full,\" Platt wrote.D.A. Davidson has a buy rating and $125 price target on Nebius shares.Luria's biggest concern with CoreWeave is its capital structure. He pointed out that the company is generating less than 5% returns \"on assets it has to borrow at [greater than] 9% to acquire.\" CoreWeave has funded its high capital expenditures by taking on debt, including using its Nvidia graphics processing units as collateral.Luria said he didn't see the company's capital structure improving in the near future: \"CoreWeave is likely to be forced to raise incremental capital to keep pace with their competitors and build out to meet commitments,\" he wrote.And while the Meta deal diversifies CoreWeave's revenue streams, the company's customer base is highly concentrated among a few hyperscalers and AI companies.According to Seaport analyst Jay Goldberg, who initiated coverage of both neoclouds last month with neutral ratings, Nebius is pursuing a broader customer base and spending significantly less on capital expenditures than CoreWeave.\"Ultimately, CoreWeave's focus on large customers is its greatest risk,\" Goldberg wrote.Nebius can also sell off stakes in its noncore businesses to raise funding instead of taking on additional debt, Goldberg added. For example, the company has stakes in TripleTen, an education-technology platform that offers part-time coding boot camps; and Avride, which makes software for autonomous driving.For Luria, the choice between CoreWeave and Nebius is clear, as Nebius offers \"better customer mix, unit economics and capital structure.\"","news_type":1,"symbols_score_info":{"CRWV":1.1}},"isVote":1,"tweetType":1,"viewCount":733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":484793213587832,"gmtCreate":1759388299970,"gmtModify":1759388303494,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"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/484793213587832","repostId":"2572530167","repostType":2,"repost":{"id":"2572530167","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":1759376041,"share":"https://ttm.financial/m/news/2572530167?lang=en_US&edition=fundamental","pubTime":"2025-10-02 11:34","market":"hk","language":"en","title":"CoreWeave's Stock Has Been Red Hot, but This Rival May Be a Better Investment","url":"https://stock-news.laohu8.com/highlight/detail?id=2572530167","media":"Dow Jones","summary":"While CoreWeave grabs headlines with its Meta deal, rival neocloud Nebius might offer a better path for growth, according to one Wall Street firm. Nebius recently secured a $17.4 billion contract with Microsoft.CoreWeave Inc.'s stock has been on a tear recently thanks to the artificial-intelligence trade, but one Wall Street firm believes that the real opportunity lies within the company's biggest neocloud rival: Nebius Group N.V.Shares of CoreWeave  rallied 12% on Tuesday on the news of a $14.2 billion cloud-computing agreement with Meta Platforms Inc. , bringing the stock up 46% in the last month. Still, the development wasn't enough to convince D.A. Davidson analyst Gil Luria, one of CoreWeave's biggest bears, to part with his underperform rating and price target of $36 on the stock.According to Seaport analyst Jay Goldberg, who ini","content":"<html><head></head><body><p>While CoreWeave grabs headlines with its Meta deal, rival neocloud Nebius might offer a better path for growth, according to one Wall Street firm.</p><p><a href=\"https://laohu8.com/S/CRWV\">CoreWeave, Inc.</a> Inc.&#39;s stock has been on a tear recently thanks to the artificial-intelligence trade, but one Wall Street firm believes that the real opportunity lies within the company&#39;s biggest neocloud rival: Nebius Group N.V.</p><p>Shares of CoreWeave rallied 12% on Tuesday on the news of a $14.2 billion cloud-computing agreement with <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, bringing the stock up 46% in the last month. Still, the development wasn&#39;t enough to convince D.A. Davidson analyst Gil Luria, one of CoreWeave&#39;s biggest bears, to part with his underperform rating and price target of $36 on the stock.</p><p>While Luria acknowledged Tuesday that the Meta agreement was a positive driver for CoreWeave, he wrote that <a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a> offers a much more compelling neocloud business model.</p><p>Fellow D.A. Davidson analyst Alexander Platt highlighted in a September note that Nebius&#39;s stock trades at &#34;a noticeable discount&#34; to CoreWeave&#39;s on a backlog basis. CoreWeave has around $30 billion in revenue backlog and a market capitalization of roughly $60 billion, compared with Nebius&#39;s roughly $20 billion in backlog and $28 billion market cap. Nebius also recently signed a high-profile agreement with a hyperscaler - a $17.4 billion deal with <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp.</p><p>It&#39;s not as if Nebius&#39;s stock has been starved for momentum. The stock has also enjoyed a substantial run-up recently, rallying nearly 70% in the last month. But what differentiates it from CoreWeave is that Nebius &#34;still has upside to its valuation based on this Microsoft contract alone which is providing higher-quality backlog, while not including what we believe is a likely other high-profile deal and market realization of the non-core business values in full,&#34; Platt wrote.</p><p>D.A. Davidson has a buy rating and $125 price target on Nebius shares.</p><p>Luria&#39;s biggest concern with CoreWeave is its capital structure. He pointed out that the company is generating less than 5% returns &#34;on assets it has to borrow at [greater than] 9% to acquire.&#34; CoreWeave has funded its high capital expenditures by taking on debt, including using its <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> graphics processing units as collateral.</p><p>Luria said he didn&#39;t see the company&#39;s capital structure improving in the near future: &#34;CoreWeave is likely to be forced to raise incremental capital to keep pace with their competitors and build out to meet commitments,&#34; he wrote.</p><p>And while the Meta deal diversifies CoreWeave&#39;s revenue streams, the company&#39;s customer base is highly concentrated among a few hyperscalers and AI companies.</p><p>According to Seaport analyst Jay Goldberg, who initiated coverage of both neoclouds last month with neutral ratings, Nebius is pursuing a broader customer base and spending significantly less on capital expenditures than CoreWeave.</p><p>&#34;Ultimately, CoreWeave&#39;s focus on large customers is its greatest risk,&#34; Goldberg wrote.</p><p>Nebius can also sell off stakes in its noncore businesses to raise funding instead of taking on additional debt, Goldberg added. For example, the company has stakes in TripleTen, an education-technology platform that offers part-time coding boot camps; and Avride, which makes software for autonomous driving.</p><p>For Luria, the choice between CoreWeave and Nebius is clear, as Nebius offers &#34;better customer mix, unit economics and capital structure.&#34;</p><p></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>CoreWeave's Stock Has Been Red Hot, but This Rival May Be a Better 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\">\nCoreWeave's Stock Has Been Red Hot, but This Rival May Be a Better Investment\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\">2025-10-02 11:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>While CoreWeave grabs headlines with its Meta deal, rival neocloud Nebius might offer a better path for growth, according to one Wall Street firm.</p><p><a href=\"https://laohu8.com/S/CRWV\">CoreWeave, Inc.</a> Inc.&#39;s stock has been on a tear recently thanks to the artificial-intelligence trade, but one Wall Street firm believes that the real opportunity lies within the company&#39;s biggest neocloud rival: Nebius Group N.V.</p><p>Shares of CoreWeave rallied 12% on Tuesday on the news of a $14.2 billion cloud-computing agreement with <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, bringing the stock up 46% in the last month. Still, the development wasn&#39;t enough to convince D.A. Davidson analyst Gil Luria, one of CoreWeave&#39;s biggest bears, to part with his underperform rating and price target of $36 on the stock.</p><p>While Luria acknowledged Tuesday that the Meta agreement was a positive driver for CoreWeave, he wrote that <a href=\"https://laohu8.com/S/NBIS\">NEBIUS</a> offers a much more compelling neocloud business model.</p><p>Fellow D.A. Davidson analyst Alexander Platt highlighted in a September note that Nebius&#39;s stock trades at &#34;a noticeable discount&#34; to CoreWeave&#39;s on a backlog basis. CoreWeave has around $30 billion in revenue backlog and a market capitalization of roughly $60 billion, compared with Nebius&#39;s roughly $20 billion in backlog and $28 billion market cap. Nebius also recently signed a high-profile agreement with a hyperscaler - a $17.4 billion deal with <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> Corp.</p><p>It&#39;s not as if Nebius&#39;s stock has been starved for momentum. The stock has also enjoyed a substantial run-up recently, rallying nearly 70% in the last month. But what differentiates it from CoreWeave is that Nebius &#34;still has upside to its valuation based on this Microsoft contract alone which is providing higher-quality backlog, while not including what we believe is a likely other high-profile deal and market realization of the non-core business values in full,&#34; Platt wrote.</p><p>D.A. Davidson has a buy rating and $125 price target on Nebius shares.</p><p>Luria&#39;s biggest concern with CoreWeave is its capital structure. He pointed out that the company is generating less than 5% returns &#34;on assets it has to borrow at [greater than] 9% to acquire.&#34; CoreWeave has funded its high capital expenditures by taking on debt, including using its <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> graphics processing units as collateral.</p><p>Luria said he didn&#39;t see the company&#39;s capital structure improving in the near future: &#34;CoreWeave is likely to be forced to raise incremental capital to keep pace with their competitors and build out to meet commitments,&#34; he wrote.</p><p>And while the Meta deal diversifies CoreWeave&#39;s revenue streams, the company&#39;s customer base is highly concentrated among a few hyperscalers and AI companies.</p><p>According to Seaport analyst Jay Goldberg, who initiated coverage of both neoclouds last month with neutral ratings, Nebius is pursuing a broader customer base and spending significantly less on capital expenditures than CoreWeave.</p><p>&#34;Ultimately, CoreWeave&#39;s focus on large customers is its greatest risk,&#34; Goldberg wrote.</p><p>Nebius can also sell off stakes in its noncore businesses to raise funding instead of taking on additional debt, Goldberg added. For example, the company has stakes in TripleTen, an education-technology platform that offers part-time coding boot camps; and Avride, which makes software for autonomous driving.</p><p>For Luria, the choice between CoreWeave and Nebius is clear, as Nebius offers &#34;better customer mix, unit economics and capital structure.&#34;</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823414478.USD":"法巴经典能源转换基金","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4573":"虚拟现实","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","BK4581":"高盛持仓","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","CRWV":"CoreWeave, Inc.","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2572530167","content_text":"While CoreWeave grabs headlines with its Meta deal, rival neocloud Nebius might offer a better path for growth, according to one Wall Street firm.CoreWeave, Inc. Inc.'s stock has been on a tear recently thanks to the artificial-intelligence trade, but one Wall Street firm believes that the real opportunity lies within the company's biggest neocloud rival: Nebius Group N.V.Shares of CoreWeave rallied 12% on Tuesday on the news of a $14.2 billion cloud-computing agreement with Meta Platforms, bringing the stock up 46% in the last month. Still, the development wasn't enough to convince D.A. Davidson analyst Gil Luria, one of CoreWeave's biggest bears, to part with his underperform rating and price target of $36 on the stock.While Luria acknowledged Tuesday that the Meta agreement was a positive driver for CoreWeave, he wrote that NEBIUS offers a much more compelling neocloud business model.Fellow D.A. Davidson analyst Alexander Platt highlighted in a September note that Nebius's stock trades at \"a noticeable discount\" to CoreWeave's on a backlog basis. CoreWeave has around $30 billion in revenue backlog and a market capitalization of roughly $60 billion, compared with Nebius's roughly $20 billion in backlog and $28 billion market cap. Nebius also recently signed a high-profile agreement with a hyperscaler - a $17.4 billion deal with Microsoft Corp.It's not as if Nebius's stock has been starved for momentum. The stock has also enjoyed a substantial run-up recently, rallying nearly 70% in the last month. But what differentiates it from CoreWeave is that Nebius \"still has upside to its valuation based on this Microsoft contract alone which is providing higher-quality backlog, while not including what we believe is a likely other high-profile deal and market realization of the non-core business values in full,\" Platt wrote.D.A. Davidson has a buy rating and $125 price target on Nebius shares.Luria's biggest concern with CoreWeave is its capital structure. He pointed out that the company is generating less than 5% returns \"on assets it has to borrow at [greater than] 9% to acquire.\" CoreWeave has funded its high capital expenditures by taking on debt, including using its Nvidia graphics processing units as collateral.Luria said he didn't see the company's capital structure improving in the near future: \"CoreWeave is likely to be forced to raise incremental capital to keep pace with their competitors and build out to meet commitments,\" he wrote.And while the Meta deal diversifies CoreWeave's revenue streams, the company's customer base is highly concentrated among a few hyperscalers and AI companies.According to Seaport analyst Jay Goldberg, who initiated coverage of both neoclouds last month with neutral ratings, Nebius is pursuing a broader customer base and spending significantly less on capital expenditures than CoreWeave.\"Ultimately, CoreWeave's focus on large customers is its greatest risk,\" Goldberg wrote.Nebius can also sell off stakes in its noncore businesses to raise funding instead of taking on additional debt, Goldberg added. For example, the company has stakes in TripleTen, an education-technology platform that offers part-time coding boot camps; and Avride, which makes software for autonomous driving.For Luria, the choice between CoreWeave and Nebius is clear, as Nebius offers \"better customer mix, unit economics and capital structure.\"","news_type":1,"symbols_score_info":{"CRWV":1.1}},"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":482961416958552,"gmtCreate":1758903101633,"gmtModify":1758903105318,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"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/482961416958552","repostId":"2570943887","repostType":2,"repost":{"id":"2570943887","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":1758899533,"share":"https://ttm.financial/m/news/2570943887?lang=en_US&edition=fundamental","pubTime":"2025-09-26 23:12","market":"nz","language":"en","title":"If The Stock Market's 3-Day Drop Freaked You Out, \"You're Taking Too Much Risk\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2570943887","media":"Dow Jones","summary":"Such retreats after a record are a pretty common event: Bespoke Investment Group. Don't read too much into a modest three-day retreat.Stocks were on track Friday to snap a three-day losing streak that may have felt worse to investors than history indicates it should, according to analysts at Bespoke Investment Group.The S&P 500 SPX shed 1.3% in the three days following Monday's record close - its largest three-day decline since the three sessions ending Aug. 1. The Nasdaq Composite COMP retreated 1.8% in the three days following its own record Monday, while the Dow Jones Industrial Average DJIA saw a more modest 0.4% three-day slip.\"The severity of the declines this week has been extremely modest ... so if this type of 'pullback' makes you nervous, you're taking too much risk,\" the strategists said in a note.What's more, history shows that a three-day retreat after an all-time high by the S&P 500 is a pretty common event, they highlighted .","content":"<html><head></head><body><p>Stocks were on track Friday to snap a three-day losing streak that may have felt worse to investors than history indicates it should, according to analysts at Bespoke Investment Group.</p><p>The S&amp;P 500 SPX shed 1.3% in the three days following Monday&#39;s record close - its largest three-day decline since the three sessions ending Aug. 1. The Nasdaq Composite COMP retreated 1.8% in the three days following its own record Monday, while the Dow Jones Industrial Average DJIA saw a more modest 0.4% three-day slip.</p><p>&#34;The severity of the declines this week has been extremely modest ... so if this type of &#39;pullback&#39; makes you nervous, you&#39;re taking too much risk,&#34; the strategists said in a note.</p><p>What&#39;s more, history shows that a three-day retreat after an all-time high by the S&amp;P 500 is a pretty common event, they highlighted (see below).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aa0a2c6b4f072999e3828ff899ff0ba9\" tg-width=\"587\" tg-height=\"487\"/></p><p>The chart above shows the S&amp;P 500 going back to 1990, with the red dots illustrating every three-day losing streak that followed a record close. Bespoke noted that has happened three other times this year alone: in February ahead of the tariff tantrum, in late July and in mid-August.</p><p>They acknowledged that the data do show similar scenarios that have played out near market tops, but those are outnumbered by others that have been all but forgotten.</p><p>&#34;Looking at other occurrences, yes, similar scenarios have played out right around major market tops, but there were dozens more that no one remembers anymore,&#34; they wrote. &#34;The only way we&#39;ll know if this occurrence is a significant one is with hindsight, but the odds are that it&#39;s not.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>If The Stock Market's 3-Day Drop Freaked You Out, \"You're Taking Too Much Risk\"</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\">\nIf The Stock Market's 3-Day Drop Freaked You Out, \"You're Taking Too Much Risk\"\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\">2025-09-26 23:12</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks were on track Friday to snap a three-day losing streak that may have felt worse to investors than history indicates it should, according to analysts at Bespoke Investment Group.</p><p>The S&amp;P 500 SPX shed 1.3% in the three days following Monday&#39;s record close - its largest three-day decline since the three sessions ending Aug. 1. The Nasdaq Composite COMP retreated 1.8% in the three days following its own record Monday, while the Dow Jones Industrial Average DJIA saw a more modest 0.4% three-day slip.</p><p>&#34;The severity of the declines this week has been extremely modest ... so if this type of &#39;pullback&#39; makes you nervous, you&#39;re taking too much risk,&#34; the strategists said in a note.</p><p>What&#39;s more, history shows that a three-day retreat after an all-time high by the S&amp;P 500 is a pretty common event, they highlighted (see below).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aa0a2c6b4f072999e3828ff899ff0ba9\" tg-width=\"587\" tg-height=\"487\"/></p><p>The chart above shows the S&amp;P 500 going back to 1990, with the red dots illustrating every three-day losing streak that followed a record close. Bespoke noted that has happened three other times this year alone: in February ahead of the tariff tantrum, in late July and in mid-August.</p><p>They acknowledged that the data do show similar scenarios that have played out near market tops, but those are outnumbered by others that have been all but forgotten.</p><p>&#34;Looking at other occurrences, yes, similar scenarios have played out right around major market tops, but there were dozens more that no one remembers anymore,&#34; they wrote. &#34;The only way we&#39;ll know if this occurrence is a significant one is with hindsight, but the odds are that it&#39;s not.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF","SDS":"两倍做空标普500 ETF-ProShares","BK4581":"高盛持仓","UPRO":"三倍做多标普500ETF-ProShares","IVV":"标普500ETF-iShares","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念",".SPX":"S&P 500 Index","SH":"做空标普500-Proshares","BK4504":"桥水持仓","SPXU":"三倍做空标普500ETF-ProShares","BK4559":"巴菲特持仓","OEX":"标普100","OEF":"标普100指数ETF-iShares","SSO":"2倍做多标普500ETF-ProShares","BK4550":"红杉资本持仓","VOO":"Vanguard标普500ETF","BK4588":"碎股"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2570943887","content_text":"Stocks were on track Friday to snap a three-day losing streak that may have felt worse to investors than history indicates it should, according to analysts at Bespoke Investment Group.The S&P 500 SPX shed 1.3% in the three days following Monday's record close - its largest three-day decline since the three sessions ending Aug. 1. The Nasdaq Composite COMP retreated 1.8% in the three days following its own record Monday, while the Dow Jones Industrial Average DJIA saw a more modest 0.4% three-day slip.\"The severity of the declines this week has been extremely modest ... so if this type of 'pullback' makes you nervous, you're taking too much risk,\" the strategists said in a note.What's more, history shows that a three-day retreat after an all-time high by the S&P 500 is a pretty common event, they highlighted (see below).The chart above shows the S&P 500 going back to 1990, with the red dots illustrating every three-day losing streak that followed a record close. Bespoke noted that has happened three other times this year alone: in February ahead of the tariff tantrum, in late July and in mid-August.They acknowledged that the data do show similar scenarios that have played out near market tops, but those are outnumbered by others that have been all but forgotten.\"Looking at other occurrences, yes, similar scenarios have played out right around major market tops, but there were dozens more that no one remembers anymore,\" they wrote. \"The only way we'll know if this occurrence is a significant one is with hindsight, but the odds are that it's not.\"","news_type":1,"symbols_score_info":{"OEF":0.6,"IVV":0.6,"SPXU":0.6,"MESmain":0.6,"VOO":0.75,"SPY":0.75,"SSO":0.6,"OEX":0.6,"SH":0.6,".SPX":0.75,"UPRO":0.6,"ESmain":0.6,"SDS":0.6}},"isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":480290126549120,"gmtCreate":1758282300354,"gmtModify":1758282304205,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"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/480290126549120","repostId":"1151798954","repostType":2,"repost":{"id":"1151798954","kind":"news","weMediaInfo":{"introduction":"Stay Updated with Major Exchanges' Announcements","home_visible":1,"media_name":"Filings Track","id":"1033292654","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1758241518,"share":"https://ttm.financial/m/news/1151798954?lang=en_US&edition=fundamental","pubTime":"2025-09-19 08:25","market":"us","language":"en","title":"Form 4 | CoreWeave, Inc. Chief Development Officer McBee Brannin sold 180,317 shares.","url":"https://stock-news.laohu8.com/highlight/detail?id=1151798954","media":"Filings Track","summary":"CoreWeave Inc.'s Chief Development Officer, McBee Brannin, conducted multiple transactions on September 16, 2025. He acquired 625,000 shares and sold 180,317 shares, significantly reducing his...","content":"CoreWeave Inc.'s Chief Development Officer, McBee Brannin, conducted multiple transactions on September 16, 2025. He acquired 625,000 shares and sold 180,317 shares, significantly reducing his remaining holdings. The shares were sold at an average price ranging from $115.9821 to $125.58. Such concentrated sales might suggest that the current valuation of the company is possibly overestimated. Investors are advised to closely monitor the stock's performance.","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>Form 4 | CoreWeave, Inc. Chief Development Officer McBee Brannin sold 180,317 shares.</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\">\nForm 4 | CoreWeave, Inc. Chief Development Officer McBee Brannin sold 180,317 shares.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1033292654\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Filings Track </p>\n<p class=\"h-time\">2025-09-19 08:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nCoreWeave Inc.'s Chief Development Officer, McBee Brannin, conducted multiple transactions on September 16, 2025. He acquired 625,000 shares and sold 180,317 shares, significantly reducing his remaining holdings. The shares were sold at an average price ranging from $115.9821 to $125.58. Such concentrated sales might suggest that the current valuation of the company is possibly overestimated. Investors are advised to closely monitor the stock's performance.\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":"1151798954","content_text":"CoreWeave Inc.'s Chief Development Officer, McBee Brannin, conducted multiple transactions on September 16, 2025. He acquired 625,000 shares and sold 180,317 shares, significantly reducing his remaining holdings. The shares were sold at an average price ranging from $115.9821 to $125.58. Such concentrated sales might suggest that the current valuation of the company is possibly overestimated. Investors are advised to closely monitor the stock's performance.","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":479299761554096,"gmtCreate":1758043782565,"gmtModify":1758043786347,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"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/479299761554096","repostId":"1172406226","repostType":2,"repost":{"id":"1172406226","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":1758036291,"share":"https://ttm.financial/m/news/1172406226?lang=en_US&edition=fundamental","pubTime":"2025-09-16 23:24","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Apple, Ferrari, Tesla, CoreWeave, Hershey’s, Ferrari, Dell & More","url":"https://stock-news.laohu8.com/highlight/detail?id=1172406226","media":"Tiger Newspress","summary":"Here are Tuesday’s biggest calls on Wall Street:Bernstein initiates Apple as OutperformBernstein said it’s bullish on Apple.“We are positive on Apple to continue to drive strong EPS growth from its...","content":"<html><head></head><body><p>Here are Tuesday’s biggest calls on Wall Street:</p><h3 id=\"id_2447450964\">Bernstein initiates Apple as Outperform</h3><p>Bernstein said it’s bullish on Apple.</p><p>“We are positive on Apple to continue to drive strong EPS growth from its expansion of its user base and share buybacks but note significant risks ahead, notably in AI and in new devices. That said, one of the key risks — the Google DOJ remedies — has reached a resolution favorable to Apple, eliminating an overhang and potentially clearing a path for partnerships in AI.”</p><h3 id=\"id_3125889828\">Wolfe initiates Allstate as Outperform</h3><p>Wolfe said the insurance stock is a rate cut beneficiary.</p><p>“For the stock to work we need to see evidence that Allstate can become a growth company.”</p><h3 id=\"id_2894759417\">Raymond James initiates CoreWeave as Outperform</h3><p>Raymond James said shares have plenty more room to run.</p><p>“We initiate coverage of CoreWeave (CRWV) at Outperform with a $130 price target.”</p><h3 id=\"id_2046480606\">UBS upgrades Nio to Buy from Neutral</h3><p>UBS said consumer confidence in the China EV maker has been restored.</p><p>“We upgrade Nio from Neutral to Buy, as the company’s latest products could further attract consumers after the US$1bn equity offerings strengthened visibility on its healthy operations.”</p><h3 id=\"id_445227524\">Morgan Stanley reiterates Tesla as Overweight</h3><p>The firm said it’s sticking with Tesla.</p><p>“Tesla is by far the smallest market cap of the Mag 7 (ex TSLA ‘Mag 6’ have an average market cap of $3.2tn), but arguably has the largest addressable markets — particularly in the emerging field of physical AI.”</p><h3 id=\"id_2302290232\">TD Cowen downgrades Warner Bros. Discovery to Hold from Buy</h3><p>TD Cowen said the risk/reward is not attractive right now.</p><p>“Warner Bros. Discovery shares have surged well beyond our $14 price target following last week’s unsubstantiated report that Paramount Skydance may be considering a bid for the company.”</p><h3 id=\"id_3777204790\">Goldman Sachs upgrades Hershey’s to Buy from Sell</h3><p>Goldman double upgraded Hershey’s and said the stock is very compelling.</p><p>“After multiple guidance reductions over the past year, we now see a compelling risk/reward set-up for the stock, with cost pressures (e.g., cocoa, tariffs) largely known and reflected in expectations, plus the company’s market share trends have improved with incremental tailwinds expected in 2H.”</p><h3 id=\"id_2128305359\">Berenberg initiates Ferrari as Buy</h3><p>Berenberg said the luxury automaker has attractive long-term returns.</p><p>“Ferrari remains a compelling long-term investment, driven by its strong brand heritage, robust pricing power and durable returns on capital. While we forecast only modest volume growth, we believe investors can achieve attractive long-term returns through price/mix-driven earnings and free cash flow growth.”</p><h3 id=\"id_223269374\">Citizens JMP upgrades CoreWeave to Outperform from Market Perform</h3><p>The firm said the stock is misunderstood.</p><p>“We are upgrading shares of CoreWeave to Market Outperform from Market Perform and establishing a price target of $180, which represents multiples of ~6.0x and 22.0x on estimated 2027 revenue and operating profit, respectively, well below Oracle’s whose success is largely driven from an identical source.”</p><h3 id=\"id_3919388084\">Bernstein reiterates Nvidia as Outperform</h3><p>Bernstein still sees more upside for Nvidia.</p><p>“The datacenter opportunity is enormous, and still early, with material upside still possible.”</p><h3 id=\"id_807841388\">Compass Point initiates Klarna as Buy</h3><p>Compass Point said Klarna is well positioned to gain share.</p><p>“We see large scale benefits in Klarna’s business model across all major operating expense categories. Given peer adjusted operating margin including a stock-based compensation add back, we see a path to expanding adjusted operating margins that are likely to improve near BNPL peer levels over time.”</p><h3 id=\"id_2160880982\">Rothschild &amp; Co Redburn upgrades Novo Nordisk to Buy from Neutral</h3><p>The firm said Novo Nordisk shares are too attractive to ignore.</p><p>“We have argued for many years that we could not justify Novo’s valuation on any reasonable fundamental basis. That is no longer the case. Where once implausible growth was discounted, now the share price assumes mid-single digit growth of the obesity franchise.”</p><h3 id=\"id_3161481051\">Rothschild &amp; Co Redburn downgrades Live Nation to Neutral from Buy</h3><p>The firm downgraded on valuation.</p><p>“With shares at all-time highs, a major Department of Justice (DOJ) lawsuit ongoing and signs of a softening macro, we take our chips off the table. We raise our price target from $144 to $170 and downgrade to Neutral.”</p><h3 id=\"id_1434176613\">Morgan Stanley reiterates Microsoft as Buy</h3><p>Morgan Stanley said shares remain attractive.</p><p>“Combined with teens EPS growth, this supports a durable strong teens+ total return profile at MSFT, framing an attractive risk/reward. Remain OW.”</p><h3 id=\"id_3367784223\">Morgan Stanley reiterates Amazon, Alphabet and Meta as Overweight</h3><p>The firm said all three stocks are best positioned heading into 2026.</p><p>“Within the mega caps (from here), our order of preference over the next 12 months is AMZN, META, and GOOGL.”</p><h3 id=\"id_2122245617\">Wells Fargo reiterates Bank of America, Citi, JPMorgan and Goldman Sachs as Overweight; Morgan Stanley as Equal Weight</h3><p>The firm raised its price target on all four banks.</p><p>“We increase 2025-2027 ests. and PTs on 5 big banks (C, JPM, GS, BAC, MS) that benefit from scale, deregulation, and esp. capital markets that seem stronger than previously expected. Dominant #1 favorite remains Citi. We increase avg PT by about 10%.”</p><h3 id=\"id_1633739030\">Bernstein initiates Dell as Outperform</h3><p>The firm said Dell is best positioned for growth.</p><p>“We see Dell (O) as well positioned to drive significant EPS and FCF growth from AI servers…”</p><h3 id=\"id_410302248\">Bank of America upgrades Prologis to Buy from Neutral</h3><p>BofA said the REIT has growth upside.</p><p>“PLD offers high-single-digit % annual FFO growth in a normalized environment.”</p><h3 id=\"id_2717412435\">Truist reiterates Amazon as Buy</h3><p>Truist raised its price target to $270 from $250.</p><p>“More than two-thirds into 3Q25, Amazon’s NA revenue is tracking ~$1B ahead of consensus of ~$105B per the Truist Card Data (thru 9/6), implying ~10% Y/Y growth which is virtually in line with 2Q’s level of 11%.”</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>Top Calls on Wall Street: Nvidia, Apple, Ferrari, Tesla, CoreWeave, Hershey’s, Ferrari, Dell & More</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\">\nTop Calls on Wall Street: Nvidia, Apple, Ferrari, Tesla, CoreWeave, Hershey’s, Ferrari, Dell & 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\">2025-09-16 23:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Tuesday’s biggest calls on Wall Street:</p><h3 id=\"id_2447450964\">Bernstein initiates Apple as Outperform</h3><p>Bernstein said it’s bullish on Apple.</p><p>“We are positive on Apple to continue to drive strong EPS growth from its expansion of its user base and share buybacks but note significant risks ahead, notably in AI and in new devices. That said, one of the key risks — the Google DOJ remedies — has reached a resolution favorable to Apple, eliminating an overhang and potentially clearing a path for partnerships in AI.”</p><h3 id=\"id_3125889828\">Wolfe initiates Allstate as Outperform</h3><p>Wolfe said the insurance stock is a rate cut beneficiary.</p><p>“For the stock to work we need to see evidence that Allstate can become a growth company.”</p><h3 id=\"id_2894759417\">Raymond James initiates CoreWeave as Outperform</h3><p>Raymond James said shares have plenty more room to run.</p><p>“We initiate coverage of CoreWeave (CRWV) at Outperform with a $130 price target.”</p><h3 id=\"id_2046480606\">UBS upgrades Nio to Buy from Neutral</h3><p>UBS said consumer confidence in the China EV maker has been restored.</p><p>“We upgrade Nio from Neutral to Buy, as the company’s latest products could further attract consumers after the US$1bn equity offerings strengthened visibility on its healthy operations.”</p><h3 id=\"id_445227524\">Morgan Stanley reiterates Tesla as Overweight</h3><p>The firm said it’s sticking with Tesla.</p><p>“Tesla is by far the smallest market cap of the Mag 7 (ex TSLA ‘Mag 6’ have an average market cap of $3.2tn), but arguably has the largest addressable markets — particularly in the emerging field of physical AI.”</p><h3 id=\"id_2302290232\">TD Cowen downgrades Warner Bros. Discovery to Hold from Buy</h3><p>TD Cowen said the risk/reward is not attractive right now.</p><p>“Warner Bros. Discovery shares have surged well beyond our $14 price target following last week’s unsubstantiated report that Paramount Skydance may be considering a bid for the company.”</p><h3 id=\"id_3777204790\">Goldman Sachs upgrades Hershey’s to Buy from Sell</h3><p>Goldman double upgraded Hershey’s and said the stock is very compelling.</p><p>“After multiple guidance reductions over the past year, we now see a compelling risk/reward set-up for the stock, with cost pressures (e.g., cocoa, tariffs) largely known and reflected in expectations, plus the company’s market share trends have improved with incremental tailwinds expected in 2H.”</p><h3 id=\"id_2128305359\">Berenberg initiates Ferrari as Buy</h3><p>Berenberg said the luxury automaker has attractive long-term returns.</p><p>“Ferrari remains a compelling long-term investment, driven by its strong brand heritage, robust pricing power and durable returns on capital. While we forecast only modest volume growth, we believe investors can achieve attractive long-term returns through price/mix-driven earnings and free cash flow growth.”</p><h3 id=\"id_223269374\">Citizens JMP upgrades CoreWeave to Outperform from Market Perform</h3><p>The firm said the stock is misunderstood.</p><p>“We are upgrading shares of CoreWeave to Market Outperform from Market Perform and establishing a price target of $180, which represents multiples of ~6.0x and 22.0x on estimated 2027 revenue and operating profit, respectively, well below Oracle’s whose success is largely driven from an identical source.”</p><h3 id=\"id_3919388084\">Bernstein reiterates Nvidia as Outperform</h3><p>Bernstein still sees more upside for Nvidia.</p><p>“The datacenter opportunity is enormous, and still early, with material upside still possible.”</p><h3 id=\"id_807841388\">Compass Point initiates Klarna as Buy</h3><p>Compass Point said Klarna is well positioned to gain share.</p><p>“We see large scale benefits in Klarna’s business model across all major operating expense categories. Given peer adjusted operating margin including a stock-based compensation add back, we see a path to expanding adjusted operating margins that are likely to improve near BNPL peer levels over time.”</p><h3 id=\"id_2160880982\">Rothschild &amp; Co Redburn upgrades Novo Nordisk to Buy from Neutral</h3><p>The firm said Novo Nordisk shares are too attractive to ignore.</p><p>“We have argued for many years that we could not justify Novo’s valuation on any reasonable fundamental basis. That is no longer the case. Where once implausible growth was discounted, now the share price assumes mid-single digit growth of the obesity franchise.”</p><h3 id=\"id_3161481051\">Rothschild &amp; Co Redburn downgrades Live Nation to Neutral from Buy</h3><p>The firm downgraded on valuation.</p><p>“With shares at all-time highs, a major Department of Justice (DOJ) lawsuit ongoing and signs of a softening macro, we take our chips off the table. We raise our price target from $144 to $170 and downgrade to Neutral.”</p><h3 id=\"id_1434176613\">Morgan Stanley reiterates Microsoft as Buy</h3><p>Morgan Stanley said shares remain attractive.</p><p>“Combined with teens EPS growth, this supports a durable strong teens+ total return profile at MSFT, framing an attractive risk/reward. Remain OW.”</p><h3 id=\"id_3367784223\">Morgan Stanley reiterates Amazon, Alphabet and Meta as Overweight</h3><p>The firm said all three stocks are best positioned heading into 2026.</p><p>“Within the mega caps (from here), our order of preference over the next 12 months is AMZN, META, and GOOGL.”</p><h3 id=\"id_2122245617\">Wells Fargo reiterates Bank of America, Citi, JPMorgan and Goldman Sachs as Overweight; Morgan Stanley as Equal Weight</h3><p>The firm raised its price target on all four banks.</p><p>“We increase 2025-2027 ests. and PTs on 5 big banks (C, JPM, GS, BAC, MS) that benefit from scale, deregulation, and esp. capital markets that seem stronger than previously expected. Dominant #1 favorite remains Citi. We increase avg PT by about 10%.”</p><h3 id=\"id_1633739030\">Bernstein initiates Dell as Outperform</h3><p>The firm said Dell is best positioned for growth.</p><p>“We see Dell (O) as well positioned to drive significant EPS and FCF growth from AI servers…”</p><h3 id=\"id_410302248\">Bank of America upgrades Prologis to Buy from Neutral</h3><p>BofA said the REIT has growth upside.</p><p>“PLD offers high-single-digit % annual FFO growth in a normalized environment.”</p><h3 id=\"id_2717412435\">Truist reiterates Amazon as Buy</h3><p>Truist raised its price target to $270 from $250.</p><p>“More than two-thirds into 3Q25, Amazon’s NA revenue is tracking ~$1B ahead of consensus of ~$105B per the Truist Card Data (thru 9/6), implying ~10% Y/Y growth which is virtually in line with 2Q’s level of 11%.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","DELL":"戴尔","CRWV":"CoreWeave, Inc.","RACE":"法拉利","AAPL":"苹果","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172406226","content_text":"Here are Tuesday’s biggest calls on Wall Street:Bernstein initiates Apple as OutperformBernstein said it’s bullish on Apple.“We are positive on Apple to continue to drive strong EPS growth from its expansion of its user base and share buybacks but note significant risks ahead, notably in AI and in new devices. That said, one of the key risks — the Google DOJ remedies — has reached a resolution favorable to Apple, eliminating an overhang and potentially clearing a path for partnerships in AI.”Wolfe initiates Allstate as OutperformWolfe said the insurance stock is a rate cut beneficiary.“For the stock to work we need to see evidence that Allstate can become a growth company.”Raymond James initiates CoreWeave as OutperformRaymond James said shares have plenty more room to run.“We initiate coverage of CoreWeave (CRWV) at Outperform with a $130 price target.”UBS upgrades Nio to Buy from NeutralUBS said consumer confidence in the China EV maker has been restored.“We upgrade Nio from Neutral to Buy, as the company’s latest products could further attract consumers after the US$1bn equity offerings strengthened visibility on its healthy operations.”Morgan Stanley reiterates Tesla as OverweightThe firm said it’s sticking with Tesla.“Tesla is by far the smallest market cap of the Mag 7 (ex TSLA ‘Mag 6’ have an average market cap of $3.2tn), but arguably has the largest addressable markets — particularly in the emerging field of physical AI.”TD Cowen downgrades Warner Bros. Discovery to Hold from BuyTD Cowen said the risk/reward is not attractive right now.“Warner Bros. Discovery shares have surged well beyond our $14 price target following last week’s unsubstantiated report that Paramount Skydance may be considering a bid for the company.”Goldman Sachs upgrades Hershey’s to Buy from SellGoldman double upgraded Hershey’s and said the stock is very compelling.“After multiple guidance reductions over the past year, we now see a compelling risk/reward set-up for the stock, with cost pressures (e.g., cocoa, tariffs) largely known and reflected in expectations, plus the company’s market share trends have improved with incremental tailwinds expected in 2H.”Berenberg initiates Ferrari as BuyBerenberg said the luxury automaker has attractive long-term returns.“Ferrari remains a compelling long-term investment, driven by its strong brand heritage, robust pricing power and durable returns on capital. While we forecast only modest volume growth, we believe investors can achieve attractive long-term returns through price/mix-driven earnings and free cash flow growth.”Citizens JMP upgrades CoreWeave to Outperform from Market PerformThe firm said the stock is misunderstood.“We are upgrading shares of CoreWeave to Market Outperform from Market Perform and establishing a price target of $180, which represents multiples of ~6.0x and 22.0x on estimated 2027 revenue and operating profit, respectively, well below Oracle’s whose success is largely driven from an identical source.”Bernstein reiterates Nvidia as OutperformBernstein still sees more upside for Nvidia.“The datacenter opportunity is enormous, and still early, with material upside still possible.”Compass Point initiates Klarna as BuyCompass Point said Klarna is well positioned to gain share.“We see large scale benefits in Klarna’s business model across all major operating expense categories. Given peer adjusted operating margin including a stock-based compensation add back, we see a path to expanding adjusted operating margins that are likely to improve near BNPL peer levels over time.”Rothschild & Co Redburn upgrades Novo Nordisk to Buy from NeutralThe firm said Novo Nordisk shares are too attractive to ignore.“We have argued for many years that we could not justify Novo’s valuation on any reasonable fundamental basis. That is no longer the case. Where once implausible growth was discounted, now the share price assumes mid-single digit growth of the obesity franchise.”Rothschild & Co Redburn downgrades Live Nation to Neutral from BuyThe firm downgraded on valuation.“With shares at all-time highs, a major Department of Justice (DOJ) lawsuit ongoing and signs of a softening macro, we take our chips off the table. We raise our price target from $144 to $170 and downgrade to Neutral.”Morgan Stanley reiterates Microsoft as BuyMorgan Stanley said shares remain attractive.“Combined with teens EPS growth, this supports a durable strong teens+ total return profile at MSFT, framing an attractive risk/reward. Remain OW.”Morgan Stanley reiterates Amazon, Alphabet and Meta as OverweightThe firm said all three stocks are best positioned heading into 2026.“Within the mega caps (from here), our order of preference over the next 12 months is AMZN, META, and GOOGL.”Wells Fargo reiterates Bank of America, Citi, JPMorgan and Goldman Sachs as Overweight; Morgan Stanley as Equal WeightThe firm raised its price target on all four banks.“We increase 2025-2027 ests. and PTs on 5 big banks (C, JPM, GS, BAC, MS) that benefit from scale, deregulation, and esp. capital markets that seem stronger than previously expected. Dominant #1 favorite remains Citi. We increase avg PT by about 10%.”Bernstein initiates Dell as OutperformThe firm said Dell is best positioned for growth.“We see Dell (O) as well positioned to drive significant EPS and FCF growth from AI servers…”Bank of America upgrades Prologis to Buy from NeutralBofA said the REIT has growth upside.“PLD offers high-single-digit % annual FFO growth in a normalized environment.”Truist reiterates Amazon as BuyTruist raised its price target to $270 from $250.“More than two-thirds into 3Q25, Amazon’s NA revenue is tracking ~$1B ahead of consensus of ~$105B per the Truist Card Data (thru 9/6), implying ~10% Y/Y growth which is virtually in line with 2Q’s level of 11%.”","news_type":1,"symbols_score_info":{"RACE":1.1,"AAPL":1.1,"NVDA":1.1,"CRWV":1.1,"DELL":1.1,"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}