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02-22

800

02-20

amazing news!

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02-17

hoping for a good outcome!

Wall St Week Ahead High-Flying Nvidia's Earnings Could Test US Stock Market's AI Dreams

02-16

Great news! NVDA to the moon!

Nvidia Stock Rises. What’s Driving the Chip Maker

02-13

it is going to burst soon

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02-13

luck, panic, food @Tiger_comments

02-13

great news!

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news!","listText":"amazing news!","text":"amazing news!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276073703288992","repostId":"2412758541","repostType":2,"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274882558017752,"gmtCreate":1708147949748,"gmtModify":1708147953776,"author":{"id":"4170581479980982","authorId":"4170581479980982","name":"Pepecries","avatar":"https://community-static.tradeup.com/news/b00e6804debfb90db0d0469dbca4eaed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4170581479980982","authorIdStr":"4170581479980982"},"themes":[],"htmlText":"hoping for a good outcome!","listText":"hoping for a good outcome!","text":"hoping for a good outcome!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274882558017752","repostId":"1101336559","repostType":2,"repost":{"id":"1101336559","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1708139497,"share":"https://ttm.financial/m/news/1101336559?lang=&edition=fundamental","pubTime":"2024-02-17 11:11","market":"us","language":"en","title":"Wall St Week Ahead High-Flying Nvidia's Earnings Could Test US Stock Market's AI Dreams","url":"https://stock-news.laohu8.com/highlight/detail?id=1101336559","media":"Reuters","summary":"that's driving the psychology of the overall market.\"Not surprisingly, traders are bracing for big moves in the company’s shares. Nvidia options are pricing a swing of about 11% in either direction following its results, according to data from options analytics service ORATS.That's the largest expected move options traders have priced ahead of Nvidia's earnings over the last three years and well above the stock's average earnings move of 6.7% over that period, ORATS data showed.Tom Hainlin, seni","content":"<html><head></head><body><p>(Reuters) - Next week’s earnings report from chipmaker <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> could prove a gut check for one of the market’s hottest names, and for the artificial intelligence fever that has helped power gains for U.S. stocks in recent months.</p><p>Excitement over the business potential of AI has boosted Nvidia’s shares by more than 46% since Jan. 1. Its $570 billion increase in market capitalization is more than triple the market value of <a href=\"https://laohu8.com/S/INTC\">Intel </a>. Shares of Nvidia, whose chips are considered the gold standard in the AI industry, surged nearly 240% in 2023.</p><p>The chipmaker&#39;s gains have accounted for more than a quarter of the S&amp;P 500&#39;s increase this year. The benchmark index is up nearly 5% year-to-date, after optimism about AI helped drive the index up 24% in 2023.</p><p>Now the third most valuable company on Wall Street after <a href=\"https://laohu8.com/S/AAPL\">Apple </a> and <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a>, Nvidia has also become a bellwether for the artificial intelligence industry. Other AI-focused stocks have surged this year, including <a href=\"https://laohu8.com/S/SMCI\">Super Micro Computer Inc </a>, which is up 182% year-to-date, and Arm Holdings , up nearly 71%.</p><p>&#34;When people say that the market is doing well this year, they really mean that tech is doing well, and Nvidia is at the core of that,&#34; said Keith Lerner, chief market strategist at Truist Advisory Services. &#34;There is excitement within AI and if that optimism is not fulfilled by earnings then you could see that reverberate quickly and weigh on sentiment.&#34;</p><p>Nvidia will release quarterly earnings results on Feb. 21. Wall Street expects earnings of $4.56 a share, and a rise in quarterly revenue to $20.378 billion from $6.05 billion a year ago, according to the mean estimate from 33 analysts, based on LSEG data.</p><p>Given the company&#39;s size and its importance to the AI story, Nvidia’s results could be pivotal for market sentiment, said Kevin Landis, a portfolio manager at Firsthand Capital.</p><p>&#34;Every time you get a big stock market rally there’s a favorite stock that leads it,&#34; said Landis, who regrets selling his shares in Nvidia last year. &#34;It&#39;s hard not to look at Nvidia and see … that&#39;s driving the psychology of the overall market.&#34;</p><p>Not surprisingly, traders are bracing for big moves in the company’s shares. Nvidia options are pricing a swing of about 11% in either direction following its results, according to data from options analytics service ORATS.</p><p>That&#39;s the largest expected move options traders have priced ahead of Nvidia&#39;s earnings over the last three years and well above the stock&#39;s average earnings move of 6.7% over that period, ORATS data showed.</p><p>Tom Hainlin, senior investment strategist at U.S. Bank Wealth Management, said positive updates to Nvidia&#39;s corporate outlook could fuel more AI optimism and extend a market rally that has been concentrated in the so-called Magnificent Seven group of megacap stocks, of which Nvidia is a member.</p><p>Shares of <a href=\"https://laohu8.com/S/META\">Meta Platforms </a>, another member of the group, have surged 34% this year while Apple’s have fallen by 5%. Shares of <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> have tumbled nearly 20% after the electric car maker warned of &#34;notably lower&#34; sales growth this year and shrinking margins.</p><p>&#34;Right now investors are rewarding visibility into earnings growth and that keys up well for more gains for Nvidia,&#34; Hainlin said.</p><p>On the other hand, investors may use a less-than-stellar report as an opportunity to take profits.</p><p>Ryuta Makino, research analyst at Gabelli Funds, believes investor enthusiasm for Nvidia is so high that its shares could fall by at least 10% if the company simply meets expectations, without exceeding them.</p><p>He remains bullish on Nvidia due to rising capital expenditures from customers such as Amazon.com and Microsoft into their cloud businesses, which rely on the company’s chips.</p><p>A disappointing report from Nvidia could also exacerbate concerns over crowding in the market’s largest stocks, said Michael Purves, head of Tallbacken Capital Advisors.</p><p>Overall, investors have their highest allocation to the tech sector since August 2020, according to fund managers in the latest survey conducted by BofA Global Research.</p><p>&#34;This is the pillar of the growth for the index today, but at some point the gas tank will go empty,&#34; Purves said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall St Week Ahead High-Flying Nvidia's Earnings Could Test US Stock Market's AI Dreams</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\">\nWall St Week Ahead High-Flying Nvidia's Earnings Could Test US Stock Market's AI Dreams\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-02-17 11:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) - Next week’s earnings report from chipmaker <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> could prove a gut check for one of the market’s hottest names, and for the artificial intelligence fever that has helped power gains for U.S. stocks in recent months.</p><p>Excitement over the business potential of AI has boosted Nvidia’s shares by more than 46% since Jan. 1. Its $570 billion increase in market capitalization is more than triple the market value of <a href=\"https://laohu8.com/S/INTC\">Intel </a>. Shares of Nvidia, whose chips are considered the gold standard in the AI industry, surged nearly 240% in 2023.</p><p>The chipmaker&#39;s gains have accounted for more than a quarter of the S&amp;P 500&#39;s increase this year. The benchmark index is up nearly 5% year-to-date, after optimism about AI helped drive the index up 24% in 2023.</p><p>Now the third most valuable company on Wall Street after <a href=\"https://laohu8.com/S/AAPL\">Apple </a> and <a href=\"https://laohu8.com/S/MSFT\">Microsoft </a>, Nvidia has also become a bellwether for the artificial intelligence industry. Other AI-focused stocks have surged this year, including <a href=\"https://laohu8.com/S/SMCI\">Super Micro Computer Inc </a>, which is up 182% year-to-date, and Arm Holdings , up nearly 71%.</p><p>&#34;When people say that the market is doing well this year, they really mean that tech is doing well, and Nvidia is at the core of that,&#34; said Keith Lerner, chief market strategist at Truist Advisory Services. &#34;There is excitement within AI and if that optimism is not fulfilled by earnings then you could see that reverberate quickly and weigh on sentiment.&#34;</p><p>Nvidia will release quarterly earnings results on Feb. 21. Wall Street expects earnings of $4.56 a share, and a rise in quarterly revenue to $20.378 billion from $6.05 billion a year ago, according to the mean estimate from 33 analysts, based on LSEG data.</p><p>Given the company&#39;s size and its importance to the AI story, Nvidia’s results could be pivotal for market sentiment, said Kevin Landis, a portfolio manager at Firsthand Capital.</p><p>&#34;Every time you get a big stock market rally there’s a favorite stock that leads it,&#34; said Landis, who regrets selling his shares in Nvidia last year. &#34;It&#39;s hard not to look at Nvidia and see … that&#39;s driving the psychology of the overall market.&#34;</p><p>Not surprisingly, traders are bracing for big moves in the company’s shares. Nvidia options are pricing a swing of about 11% in either direction following its results, according to data from options analytics service ORATS.</p><p>That&#39;s the largest expected move options traders have priced ahead of Nvidia&#39;s earnings over the last three years and well above the stock&#39;s average earnings move of 6.7% over that period, ORATS data showed.</p><p>Tom Hainlin, senior investment strategist at U.S. Bank Wealth Management, said positive updates to Nvidia&#39;s corporate outlook could fuel more AI optimism and extend a market rally that has been concentrated in the so-called Magnificent Seven group of megacap stocks, of which Nvidia is a member.</p><p>Shares of <a href=\"https://laohu8.com/S/META\">Meta Platforms </a>, another member of the group, have surged 34% this year while Apple’s have fallen by 5%. Shares of <a href=\"https://laohu8.com/S/TSLA\">Tesla </a> have tumbled nearly 20% after the electric car maker warned of &#34;notably lower&#34; sales growth this year and shrinking margins.</p><p>&#34;Right now investors are rewarding visibility into earnings growth and that keys up well for more gains for Nvidia,&#34; Hainlin said.</p><p>On the other hand, investors may use a less-than-stellar report as an opportunity to take profits.</p><p>Ryuta Makino, research analyst at Gabelli Funds, believes investor enthusiasm for Nvidia is so high that its shares could fall by at least 10% if the company simply meets expectations, without exceeding them.</p><p>He remains bullish on Nvidia due to rising capital expenditures from customers such as Amazon.com and Microsoft into their cloud businesses, which rely on the company’s chips.</p><p>A disappointing report from Nvidia could also exacerbate concerns over crowding in the market’s largest stocks, said Michael Purves, head of Tallbacken Capital Advisors.</p><p>Overall, investors have their highest allocation to the tech sector since August 2020, according to fund managers in the latest survey conducted by BofA Global Research.</p><p>&#34;This is the pillar of the growth for the index today, but at some point the gas tank will go empty,&#34; Purves said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达",".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101336559","content_text":"(Reuters) - Next week’s earnings report from chipmaker Nvidia could prove a gut check for one of the market’s hottest names, and for the artificial intelligence fever that has helped power gains for U.S. stocks in recent months.Excitement over the business potential of AI has boosted Nvidia’s shares by more than 46% since Jan. 1. Its $570 billion increase in market capitalization is more than triple the market value of Intel . Shares of Nvidia, whose chips are considered the gold standard in the AI industry, surged nearly 240% in 2023.The chipmaker's gains have accounted for more than a quarter of the S&P 500's increase this year. The benchmark index is up nearly 5% year-to-date, after optimism about AI helped drive the index up 24% in 2023.Now the third most valuable company on Wall Street after Apple  and Microsoft , Nvidia has also become a bellwether for the artificial intelligence industry. Other AI-focused stocks have surged this year, including Super Micro Computer Inc , which is up 182% year-to-date, and Arm Holdings , up nearly 71%.\"When people say that the market is doing well this year, they really mean that tech is doing well, and Nvidia is at the core of that,\" said Keith Lerner, chief market strategist at Truist Advisory Services. \"There is excitement within AI and if that optimism is not fulfilled by earnings then you could see that reverberate quickly and weigh on sentiment.\"Nvidia will release quarterly earnings results on Feb. 21. Wall Street expects earnings of $4.56 a share, and a rise in quarterly revenue to $20.378 billion from $6.05 billion a year ago, according to the mean estimate from 33 analysts, based on LSEG data.Given the company's size and its importance to the AI story, Nvidia’s results could be pivotal for market sentiment, said Kevin Landis, a portfolio manager at Firsthand Capital.\"Every time you get a big stock market rally there’s a favorite stock that leads it,\" said Landis, who regrets selling his shares in Nvidia last year. \"It's hard not to look at Nvidia and see … that's driving the psychology of the overall market.\"Not surprisingly, traders are bracing for big moves in the company’s shares. Nvidia options are pricing a swing of about 11% in either direction following its results, according to data from options analytics service ORATS.That's the largest expected move options traders have priced ahead of Nvidia's earnings over the last three years and well above the stock's average earnings move of 6.7% over that period, ORATS data showed.Tom Hainlin, senior investment strategist at U.S. Bank Wealth Management, said positive updates to Nvidia's corporate outlook could fuel more AI optimism and extend a market rally that has been concentrated in the so-called Magnificent Seven group of megacap stocks, of which Nvidia is a member.Shares of Meta Platforms , another member of the group, have surged 34% this year while Apple’s have fallen by 5%. Shares of Tesla  have tumbled nearly 20% after the electric car maker warned of \"notably lower\" sales growth this year and shrinking margins.\"Right now investors are rewarding visibility into earnings growth and that keys up well for more gains for Nvidia,\" Hainlin said.On the other hand, investors may use a less-than-stellar report as an opportunity to take profits.Ryuta Makino, research analyst at Gabelli Funds, believes investor enthusiasm for Nvidia is so high that its shares could fall by at least 10% if the company simply meets expectations, without exceeding them.He remains bullish on Nvidia due to rising capital expenditures from customers such as Amazon.com and Microsoft into their cloud businesses, which rely on the company’s chips.A disappointing report from Nvidia could also exacerbate concerns over crowding in the market’s largest stocks, said Michael Purves, head of Tallbacken Capital Advisors.Overall, investors have their highest allocation to the tech sector since August 2020, according to fund managers in the latest survey conducted by BofA Global Research.\"This is the pillar of the growth for the index today, but at some point the gas tank will go empty,\" Purves said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274614175273200,"gmtCreate":1708082447314,"gmtModify":1708087243818,"author":{"id":"4170581479980982","authorId":"4170581479980982","name":"Pepecries","avatar":"https://community-static.tradeup.com/news/b00e6804debfb90db0d0469dbca4eaed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4170581479980982","authorIdStr":"4170581479980982"},"themes":[],"htmlText":"Great news! NVDA to the moon!","listText":"Great news! NVDA to the moon!","text":"Great news! NVDA to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274614175273200","repostId":"2411963046","repostType":2,"repost":{"id":"2411963046","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":1708082100,"share":"https://ttm.financial/m/news/2411963046?lang=&edition=fundamental","pubTime":"2024-02-16 19:15","market":"us","language":"en","title":"Nvidia Stock Rises. What’s Driving the Chip Maker","url":"https://stock-news.laohu8.com/highlight/detail?id=2411963046","media":"Dow Jones","summary":"Nvidia wasrising early Friday after dropping the previous day. The chip maker is getting more price-target upgrades from Wall Street.Nvidia shares were up 1.7% in premarket trading at$739.The stock closed down 1.7% at $726.58 on Thursday.That put only a tiny dent in a rally that has taken Nvidia shares up 47% this year so far.Oppenheimer analyst Rick Schafer joined the chorus of optimism ahead of Nvidia’s earnings report on Feb 21. He raised his target price on the stock to $850 from $650 on Thu","content":"<html><head></head><body><p style=\"text-align: start;\">Nvidia was rising early Friday after dropping the previous day. The chip maker is getting more price-target upgrades from Wall Street.</p><p style=\"text-align: start;\">Nvidia shares were up 1.8% in premarket trading at $739.86.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f30124bac03c1eab325e94a7e67d5bf\" tg-width=\"841\" tg-height=\"617\"/></p><p style=\"text-align: start;\">The stock closed down 1.7% at $726.58 on Thursday. That put only a tiny dent in a rally that has taken Nvidia shares up 47% this year so far.</p><p>Oppenheimer analyst Rick Schafer joined the chorus of optimism ahead of Nvidia’s earnings report on Feb 21. He raised his target price on the stock to $850 from $650 on Thursday, while keeping an Outperform rating. </p><p>Schafer said he expects a 22% rise in Nvidia’s data-center revenue for the January quarter from the prior quarter and noted investors will be keen for an update on its sales into China in the face of restrictions on advanced chip exports.</p><p>“We see several structural tailwinds driving sustained outsized top-line growth including generative AI, DC/AI accelerators and autonomous vehicles. We believe these factors justify its valuation,” Schafer wrote in a research note. </p><p>Nvidia was rising alongside other chip makers. Advanced Micro Devices was up 0.9% in premarket trading and Intel was up 0.2%</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Rises. What’s Driving the Chip Maker</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Rises. What’s Driving the Chip Maker\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-16 19:15</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;\">Nvidia was rising early Friday after dropping the previous day. The chip maker is getting more price-target upgrades from Wall Street.</p><p style=\"text-align: start;\">Nvidia shares were up 1.8% in premarket trading at $739.86.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f30124bac03c1eab325e94a7e67d5bf\" tg-width=\"841\" tg-height=\"617\"/></p><p style=\"text-align: start;\">The stock closed down 1.7% at $726.58 on Thursday. That put only a tiny dent in a rally that has taken Nvidia shares up 47% this year so far.</p><p>Oppenheimer analyst Rick Schafer joined the chorus of optimism ahead of Nvidia’s earnings report on Feb 21. He raised his target price on the stock to $850 from $650 on Thursday, while keeping an Outperform rating. </p><p>Schafer said he expects a 22% rise in Nvidia’s data-center revenue for the January quarter from the prior quarter and noted investors will be keen for an update on its sales into China in the face of restrictions on advanced chip exports.</p><p>“We see several structural tailwinds driving sustained outsized top-line growth including generative AI, DC/AI accelerators and autonomous vehicles. We believe these factors justify its valuation,” Schafer wrote in a research note. </p><p>Nvidia was rising alongside other chip makers. Advanced Micro Devices was up 0.9% in premarket trading and Intel was up 0.2%</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4543":"AI","LU0109392836.USD":"富兰克林科技股A","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4550":"红杉资本持仓","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4579":"人工智能","BK4588":"碎股","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4573":"虚拟现实","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4549":"软银资本持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","NVDA":"英伟达","BK4532":"文艺复兴科技持仓","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0080751232.USD":"富达环球多元动力基金A","BK4566":"资本集团","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4575":"芯片概念","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"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":"2411963046","content_text":"Nvidia was rising early Friday after dropping the previous day. The chip maker is getting more price-target upgrades from Wall Street.Nvidia shares were up 1.8% in premarket trading at $739.86.The stock closed down 1.7% at $726.58 on Thursday. That put only a tiny dent in a rally that has taken Nvidia shares up 47% this year so far.Oppenheimer analyst Rick Schafer joined the chorus of optimism ahead of Nvidia’s earnings report on Feb 21. He raised his target price on the stock to $850 from $650 on Thursday, while keeping an Outperform rating. Schafer said he expects a 22% rise in Nvidia’s data-center revenue for the January quarter from the prior quarter and noted investors will be keen for an update on its sales into China in the face of restrictions on advanced chip exports.“We see several structural tailwinds driving sustained outsized top-line growth including generative AI, DC/AI accelerators and autonomous vehicles. We believe these factors justify its valuation,” Schafer wrote in a research note. Nvidia was rising alongside other chip makers. Advanced Micro Devices was up 0.9% in premarket trading and Intel was up 0.2%","news_type":1},"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273581809873160,"gmtCreate":1707830228607,"gmtModify":1707832897046,"author":{"id":"4170581479980982","authorId":"4170581479980982","name":"Pepecries","avatar":"https://community-static.tradeup.com/news/b00e6804debfb90db0d0469dbca4eaed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4170581479980982","authorIdStr":"4170581479980982"},"themes":[],"htmlText":"it is going to burst soon","listText":"it is going to burst soon","text":"it is going to burst soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273581809873160","repostId":"1134126033","repostType":2,"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273565135130864,"gmtCreate":1707826333999,"gmtModify":1707832907172,"author":{"id":"4170581479980982","authorId":"4170581479980982","name":"Pepecries","avatar":"https://community-static.tradeup.com/news/b00e6804debfb90db0d0469dbca4eaed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4170581479980982","authorIdStr":"4170581479980982"},"themes":[],"htmlText":"luck, panic, food <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a>","listText":"luck, panic, food <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a>","text":"luck, panic, food @Tiger_comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273565135130864","isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273561168691280,"gmtCreate":1707825273277,"gmtModify":1707826048456,"author":{"id":"4170581479980982","authorId":"4170581479980982","name":"Pepecries","avatar":"https://community-static.tradeup.com/news/b00e6804debfb90db0d0469dbca4eaed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4170581479980982","authorIdStr":"4170581479980982"},"themes":[],"htmlText":"great news!","listText":"great news!","text":"great news!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273561168691280","repostId":"2411424339","repostType":2,"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":276073703288992,"gmtCreate":1708431101157,"gmtModify":1708431105552,"author":{"id":"4170581479980982","authorId":"4170581479980982","name":"Pepecries","avatar":"https://community-static.tradeup.com/news/b00e6804debfb90db0d0469dbca4eaed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4170581479980982","authorIdStr":"4170581479980982"},"themes":[],"htmlText":"amazing news!","listText":"amazing news!","text":"amazing news!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276073703288992","repostId":"2412758541","repostType":2,"repost":{"id":"2412758541","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1708441027,"share":"https://ttm.financial/m/news/2412758541?lang=&edition=fundamental","pubTime":"2024-02-20 22:57","market":"us","language":"en","title":"Walmart to Acquire Vizio for $2.3 Billion, Sales Outlook, Dividend Lift Shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2412758541","media":"Reuters","summary":"Walmart (NYSE:WMT) reported quarterly earnings of $1.80 per share which beat the analyst consensus estimate of $1.65 by 9.09 percent.  The company reported quarterly sales of $173.40 billion which beat the analyst","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/WMT\">Walmart </a> forecast fiscal 2025 sales above Wall Street expectations on Tuesday and said it would buy smart-TV maker <a href=\"https://laohu8.com/S/VZIO\">Vizio </a> for $2.3 billion.</p><p>Walmart proposed to buy Vizio for $11.50 per share, a premium of 47% to the company&#39;s closing price of $7.82 as of Feb. 12, the day before reports about deal talks emerged.</p><p>Walmart stock jumps 6% while Vizio shares soars over 14% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/166b8bce3e2eced5d06eac8ad53ec0dd\" tg-width=\"775\" tg-height=\"619\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6262e3352c024f43388d4caa220d8ff6\" title=\"\" tg-width=\"784\" tg-height=\"622\"/></p><p>Americans flocked to Walmart&#39;s stores to buy its low-priced and discounted products during the holiday season late last year. However, still high interest rates and rising rents have raised concerns that consumers will remain constrained and a recovery in spending will be slower than previously expected.</p><p>The retailer reported a 3.9% rise in comparable sales, excluding fuel, for the fourth quarter ended Jan. 31, compared to LSEG estimates of 2.91%. Global eCommerce sales grew 23%.</p><p>Fourth quarter adjusted profit came in at $1.80 per share, compared to expectations of $1.65 per share.</p><p>Walmart said it expects consolidated net sales in fiscal 2025 to grow between 3% and 4%, largely above analysts&#39; expectations of a 3.4% rise.</p><p>The retailer raised its annual dividend by 9%.</p><p>&#34;This year’s 9% increase is the largest in over a decade, and a sign of our confidence in our growth potential and cash flow,&#34; said John David Rainey, executive vice president and chief financial officer at Walmart Inc.</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>Walmart to Acquire Vizio for $2.3 Billion, Sales Outlook, Dividend Lift 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\">\nWalmart to Acquire Vizio for $2.3 Billion, Sales Outlook, Dividend Lift Shares\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-02-20 22:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/WMT\">Walmart </a> forecast fiscal 2025 sales above Wall Street expectations on Tuesday and said it would buy smart-TV maker <a href=\"https://laohu8.com/S/VZIO\">Vizio </a> for $2.3 billion.</p><p>Walmart proposed to buy Vizio for $11.50 per share, a premium of 47% to the company&#39;s closing price of $7.82 as of Feb. 12, the day before reports about deal talks emerged.</p><p>Walmart stock jumps 6% while Vizio shares soars over 14% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/166b8bce3e2eced5d06eac8ad53ec0dd\" tg-width=\"775\" tg-height=\"619\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6262e3352c024f43388d4caa220d8ff6\" title=\"\" tg-width=\"784\" tg-height=\"622\"/></p><p>Americans flocked to Walmart&#39;s stores to buy its low-priced and discounted products during the holiday season late last year. However, still high interest rates and rising rents have raised concerns that consumers will remain constrained and a recovery in spending will be slower than previously expected.</p><p>The retailer reported a 3.9% rise in comparable sales, excluding fuel, for the fourth quarter ended Jan. 31, compared to LSEG estimates of 2.91%. Global eCommerce sales grew 23%.</p><p>Fourth quarter adjusted profit came in at $1.80 per share, compared to expectations of $1.65 per share.</p><p>Walmart said it expects consolidated net sales in fiscal 2025 to grow between 3% and 4%, largely above analysts&#39; expectations of a 3.4% rise.</p><p>The retailer raised its annual dividend by 9%.</p><p>&#34;This year’s 9% increase is the largest in over a decade, and a sign of our confidence in our growth potential and cash flow,&#34; said John David Rainey, executive vice president and chief financial officer at Walmart Inc.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WMT":"沃尔玛","VZIO":"Vizio Holding Corp."},"source_url":"https://www.benzinga.com/news/earnings/24/02/37208442/walmart-q4-2024-adj-eps-1-80-beats-1-65-estimate-sales-173-40b-beat-170-71b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2412758541","content_text":"Walmart  forecast fiscal 2025 sales above Wall Street expectations on Tuesday and said it would buy smart-TV maker Vizio  for $2.3 billion.Walmart proposed to buy Vizio for $11.50 per share, a premium of 47% to the company's closing price of $7.82 as of Feb. 12, the day before reports about deal talks emerged.Walmart stock jumps 6% while Vizio shares soars over 14% in morning trading.Americans flocked to Walmart's stores to buy its low-priced and discounted products during the holiday season late last year. However, still high interest rates and rising rents have raised concerns that consumers will remain constrained and a recovery in spending will be slower than previously expected.The retailer reported a 3.9% rise in comparable sales, excluding fuel, for the fourth quarter ended Jan. 31, compared to LSEG estimates of 2.91%. Global eCommerce sales grew 23%.Fourth quarter adjusted profit came in at $1.80 per share, compared to expectations of $1.65 per share.Walmart said it expects consolidated net sales in fiscal 2025 to grow between 3% and 4%, largely above analysts' expectations of a 3.4% rise.The retailer raised its annual dividend by 9%.\"This year’s 9% increase is the largest in over a decade, and a sign of our confidence in our growth potential and cash flow,\" said John David Rainey, executive vice president and chief financial officer at Walmart Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274882558017752,"gmtCreate":1708147949748,"gmtModify":1708147953776,"author":{"id":"4170581479980982","authorId":"4170581479980982","name":"Pepecries","avatar":"https://community-static.tradeup.com/news/b00e6804debfb90db0d0469dbca4eaed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4170581479980982","authorIdStr":"4170581479980982"},"themes":[],"htmlText":"hoping for a good outcome!","listText":"hoping for a good outcome!","text":"hoping for a good outcome!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274882558017752","repostId":"1101336559","repostType":2,"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":274614175273200,"gmtCreate":1708082447314,"gmtModify":1708087243818,"author":{"id":"4170581479980982","authorId":"4170581479980982","name":"Pepecries","avatar":"https://community-static.tradeup.com/news/b00e6804debfb90db0d0469dbca4eaed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4170581479980982","authorIdStr":"4170581479980982"},"themes":[],"htmlText":"Great news! NVDA to the moon!","listText":"Great news! NVDA to the moon!","text":"Great news! NVDA to the moon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/274614175273200","repostId":"2411963046","repostType":2,"isVote":1,"tweetType":1,"viewCount":90,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273561168691280,"gmtCreate":1707825273277,"gmtModify":1707826048456,"author":{"id":"4170581479980982","authorId":"4170581479980982","name":"Pepecries","avatar":"https://community-static.tradeup.com/news/b00e6804debfb90db0d0469dbca4eaed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4170581479980982","authorIdStr":"4170581479980982"},"themes":[],"htmlText":"great news!","listText":"great news!","text":"great news!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273561168691280","repostId":"2411424339","repostType":2,"repost":{"id":"2411424339","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1707822953,"share":"https://ttm.financial/m/news/2411424339?lang=&edition=fundamental","pubTime":"2024-02-13 19:15","market":"us","language":"en","title":"Bullish Investors Drop Recession Calls for First Time Since April 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=2411424339","media":"Reuters","summary":"MILAN/LONDON, Feb 13 (Reuters) - Global investors are at their most bullish in two years this month and no longer expect a recession, as confidence grows in the resilience of the underlying economy, a","content":"<html><head></head><body><p>MILAN/LONDON, Feb 13 (Reuters) - Global investors are at their most bullish in two years this month and no longer expect a recession, as confidence grows in the resilience of the underlying economy, a Bank of America survey showed on Tuesday.</p><p>Fund mangers with a combined $568 billion in assets cut cash to 4.2% from 4.8% and lifted global stocks allocations to a two-year high, the report showed.</p><p>This is the first time since April 2022 that fund managers have dropped their calls for recession, the survey showed.</p><p>&#34;Expectations for strong macro and no recession keep investors in the &#34;soft landing&#34; camp at 65%, with &#34;hard landing&#34; probability fading to just 11%,&#34; BofA said.</p><p>The fastest growing category is the &#34;no landing&#34; scenario. The survey showed 19% now forecast no landing for the economy, up from 7% in the January survey.</p><p>Some 65% forecast a soft landing for the economy and 11% predict a hard landing. Last month, 79% predicted a soft- or no-landing outlook, while 17% called for a hard landing.</p><p>Markets are pricing for a series of interest-rate cuts this year from the major central banks. The Federal Reserve has pushed back against some of this optimism and recent data has not argued in favour of prompt cuts either.</p><p>Yet the S&amp;P 500 has hit record highs above 5,000 this month, driven by enthusiasm about AI and a bumper earnings season.</p><p>Investors have certainly gone all-in on technology stocks. According to the survey, tech allocation is at its highest since August 2020 and fund managers believe that &#34;long Magnificent 7&#34; - a notional basket of the seven biggest U.S. companies by market value that includes Apple and Microsoft - is the most crowded trade right now.</p><p>Second on the list is &#34;short China stocks&#34;. Chinese blue-chips have hit their lowest in five years in February, prompting the authorities in Beijing to roll out a series of measures to shore up the market and stem the outflows.</p><p>The survey showed BofA&#39;s &#34;Bull &amp; Bear Indicator&#34; has reached 6.8, suggesting that &#34;investor positioning increasingly a headwind for risk assets,&#34; the bank said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bullish Investors Drop Recession Calls for First Time Since April 2022</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\">\nBullish Investors Drop Recession Calls for First Time Since April 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-02-13 19:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>MILAN/LONDON, Feb 13 (Reuters) - Global investors are at their most bullish in two years this month and no longer expect a recession, as confidence grows in the resilience of the underlying economy, a Bank of America survey showed on Tuesday.</p><p>Fund mangers with a combined $568 billion in assets cut cash to 4.2% from 4.8% and lifted global stocks allocations to a two-year high, the report showed.</p><p>This is the first time since April 2022 that fund managers have dropped their calls for recession, the survey showed.</p><p>&#34;Expectations for strong macro and no recession keep investors in the &#34;soft landing&#34; camp at 65%, with &#34;hard landing&#34; probability fading to just 11%,&#34; BofA said.</p><p>The fastest growing category is the &#34;no landing&#34; scenario. The survey showed 19% now forecast no landing for the economy, up from 7% in the January survey.</p><p>Some 65% forecast a soft landing for the economy and 11% predict a hard landing. Last month, 79% predicted a soft- or no-landing outlook, while 17% called for a hard landing.</p><p>Markets are pricing for a series of interest-rate cuts this year from the major central banks. The Federal Reserve has pushed back against some of this optimism and recent data has not argued in favour of prompt cuts either.</p><p>Yet the S&amp;P 500 has hit record highs above 5,000 this month, driven by enthusiasm about AI and a bumper earnings season.</p><p>Investors have certainly gone all-in on technology stocks. According to the survey, tech allocation is at its highest since August 2020 and fund managers believe that &#34;long Magnificent 7&#34; - a notional basket of the seven biggest U.S. companies by market value that includes Apple and Microsoft - is the most crowded trade right now.</p><p>Second on the list is &#34;short China stocks&#34;. Chinese blue-chips have hit their lowest in five years in February, prompting the authorities in Beijing to roll out a series of measures to shore up the market and stem the outflows.</p><p>The survey showed BofA&#39;s &#34;Bull &amp; Bear Indicator&#34; has reached 6.8, suggesting that &#34;investor positioning increasingly a headwind for risk assets,&#34; the bank said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4588":"碎股","BK4579":"人工智能","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC",".DJI":"道琼斯","BK4207":"综合性银行","BK4574":"无人驾驶",".IXIC":"NASDAQ Composite","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4573":"虚拟现实",".SPX":"S&P 500 Index","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4581":"高盛持仓","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","BK4592":"伊斯兰概念","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4571":"数字音乐概念","BK4585":"ETF&股票定投概念","BK4576":"AR","BK4575":"芯片概念"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2411424339","content_text":"MILAN/LONDON, Feb 13 (Reuters) - Global investors are at their most bullish in two years this month and no longer expect a recession, as confidence grows in the resilience of the underlying economy, a Bank of America survey showed on Tuesday.Fund mangers with a combined $568 billion in assets cut cash to 4.2% from 4.8% and lifted global stocks allocations to a two-year high, the report showed.This is the first time since April 2022 that fund managers have dropped their calls for recession, the survey showed.\"Expectations for strong macro and no recession keep investors in the \"soft landing\" camp at 65%, with \"hard landing\" probability fading to just 11%,\" BofA said.The fastest growing category is the \"no landing\" scenario. The survey showed 19% now forecast no landing for the economy, up from 7% in the January survey.Some 65% forecast a soft landing for the economy and 11% predict a hard landing. Last month, 79% predicted a soft- or no-landing outlook, while 17% called for a hard landing.Markets are pricing for a series of interest-rate cuts this year from the major central banks. The Federal Reserve has pushed back against some of this optimism and recent data has not argued in favour of prompt cuts either.Yet the S&P 500 has hit record highs above 5,000 this month, driven by enthusiasm about AI and a bumper earnings season.Investors have certainly gone all-in on technology stocks. According to the survey, tech allocation is at its highest since August 2020 and fund managers believe that \"long Magnificent 7\" - a notional basket of the seven biggest U.S. companies by market value that includes Apple and Microsoft - is the most crowded trade right now.Second on the list is \"short China stocks\". Chinese blue-chips have hit their lowest in five years in February, prompting the authorities in Beijing to roll out a series of measures to shore up the market and stem the outflows.The survey showed BofA's \"Bull & Bear Indicator\" has reached 6.8, suggesting that \"investor positioning increasingly a headwind for risk assets,\" the bank said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":276791607492720,"gmtCreate":1708602085736,"gmtModify":1708602089524,"author":{"id":"4170581479980982","authorId":"4170581479980982","name":"Pepecries","avatar":"https://community-static.tradeup.com/news/b00e6804debfb90db0d0469dbca4eaed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4170581479980982","authorIdStr":"4170581479980982"},"themes":[],"htmlText":"800","listText":"800","text":"800","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/276791607492720","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273581809873160,"gmtCreate":1707830228607,"gmtModify":1707832897046,"author":{"id":"4170581479980982","authorId":"4170581479980982","name":"Pepecries","avatar":"https://community-static.tradeup.com/news/b00e6804debfb90db0d0469dbca4eaed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4170581479980982","authorIdStr":"4170581479980982"},"themes":[],"htmlText":"it is going to burst soon","listText":"it is going to burst soon","text":"it is going to burst soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273581809873160","repostId":"1134126033","repostType":2,"repost":{"id":"1134126033","pubTimestamp":1707830100,"share":"https://ttm.financial/m/news/1134126033?lang=&edition=fundamental","pubTime":"2024-02-13 21:15","market":"us","language":"en","title":"Arm Valuation Hits Stratosphere as AI Frenzy Widens","url":"https://stock-news.laohu8.com/highlight/detail?id=1134126033","media":"Bloomberg","summary":"Price relative to projected revenue is twice that of Nvidia’sArm’s shares are more expensive than any in the S&P 500 IndexArm Holdings Plc was already one of world’s most expensive stocks for its size","content":"<html><head></head><body><ul style=\"\"><li><p>Price relative to projected revenue is twice that of Nvidia’s</p></li><li><p>Arm’s shares are more expensive than any in the S&amp;P 500 Index</p></li></ul><p>Arm Holdings Plc was already one of world’s most expensive stocks for its size heading into last week’s earnings report. After three days of manic share buying, it’s now in a league of its own.</p><p style=\"text-align: start;\">The stock is priced at 40 times revenue projected over the next 12 months, after jumping more than 90% since the chip designer gave a bullish sales forecast that it attributed in part to artificial intelligence spending. That’s far more expensive than any stock in the Nasdaq 100 or the S&amp;P 500, including Nvidia Corp., according to data compiled by Bloomberg.</p><p style=\"text-align: start;\">The magnitude of the rally in Arm’s shares — to now nearly triple the IPO price — has captivated traders, who have watched the stock add the equivalent of PayPal Holdings Inc.’s market value in the past three days. Despite the rapid gains, the surge doesn’t appear to be driven by short covering with bets against the stock weighing in at just 1% of shares available to trade, according to Ihor Dusaniwsky, managing director of predictive analytics at S3 Partners.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d4b073a18b54d7aad7566a339fdff4e6\" tg-width=\"1200\" tg-height=\"675\"/></p><p>Arm designs semiconductors used in a wide range of products including smartphones, cars, televisions and appliances. The company is benefiting from a corporate scramble to add artificial intelligence technology, which promises to accelerate Arm’s expansion, Chief Executive Officer Rene Haas said last week. The U.K.-based company forecast sales of $850 million to $900 million in the current quarter, far surpassing analyst estimates.</p><p>Up until recently, the AI chip story has been confined to the accelerator market — chips used to train large language models that underpin generative AI services like ChatGPT. That portion of the industry is dominated by Nvidia with Advanced Micro Devices Inc, Broadcom Inc. and Marvell Technology Inc. seen as having a chance to cash in on the gold rush.</p><p style=\"text-align: start;\">Other chipmakers including Intel Corp. and Qualcomm Inc. have argued that for AI to become a mainstream technology, it has to make it on to end-user devices like personal computers and smartphones. But they’ve been able to show few benefits to their finances, yet.</p><p style=\"text-align: start;\">Arm is the first to back up that assertion with numbers. That’s most notable in its licensing division where it showed that more companies are planning on using its technology to build chips to support their AI ambitions.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2008f74edc5ce69aa0731bd063086721\" tg-width=\"801\" tg-height=\"613\"/></p><p>Despite the promise, the stock has risen so far that it’s left even bullish investors concerned that its gains are out of touch with fundamentals. On Feb. 9, Banco Santander analyst Carlos Trevino cut his rating on Arm to the equivalent of sell from buy, citing the difficulty in justifying such a move.</p><p style=\"text-align: start;\">Consider Arm’s revenue growth projections relative to Nvidia’s. Wall Street estimates call for Arm’s sales to rise 23% in the fiscal year that ends in March 2025. Nvidia is expected to see sales jump 60% in its fiscal year that ends in January 2025. That stock is half as expensive as Arm, with a price to estimated sales of about 19 times.</p><p>“In momentum markets you often see people going after certain names, which get started going and then keep going and going,” said Joseph Saluzzi, co-head of equity trading at Themis Trading. “You can worry about valuation and extrapolate what would have to happen for the valuation to be justified, but the market can make you look stupid by continuing to go up.”</p><p>On Wall Street, analysts are mostly bullish. Of the 32 analysts covering the stock, 18 have buy ratings and just three say sell. The average price target sits around $90, which implies a decline of 39% from the stock’s $148.97 closing price on Monday.</p><p style=\"text-align: start;\">Such a drop would not surprise Dennis Dick, head trader at Triple D Trading, even though he notes that momentum can continue to carry the stock higher.</p><p style=\"text-align: start;\">“When stocks are being driven by a story - and this is being driven by the AI story - the valuation takes a backseat,” he said.</p><p style=\"text-align: start;\">“Speculative investors will pay anything, but when valuation matters again, what you’ll have is a gap between what speculative investors and what value or even growth investors are willing to pay. When this stops, there will be no one to sell to.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Arm Valuation Hits Stratosphere as AI Frenzy Widens</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nArm Valuation Hits Stratosphere as AI Frenzy Widens\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-13 21:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-02-13/arm-valuation-hits-stratosphere-as-ai-frenzy-widens-tech-watch?srnd=technology-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Price relative to projected revenue is twice that of Nvidia’sArm’s shares are more expensive than any in the S&P 500 IndexArm Holdings Plc was already one of world’s most expensive stocks for its size...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-02-13/arm-valuation-hits-stratosphere-as-ai-frenzy-widens-tech-watch?srnd=technology-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARM":"ARM Holdings Ltd"},"source_url":"https://www.bloomberg.com/news/articles/2024-02-13/arm-valuation-hits-stratosphere-as-ai-frenzy-widens-tech-watch?srnd=technology-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134126033","content_text":"Price relative to projected revenue is twice that of Nvidia’sArm’s shares are more expensive than any in the S&P 500 IndexArm Holdings Plc was already one of world’s most expensive stocks for its size heading into last week’s earnings report. After three days of manic share buying, it’s now in a league of its own.The stock is priced at 40 times revenue projected over the next 12 months, after jumping more than 90% since the chip designer gave a bullish sales forecast that it attributed in part to artificial intelligence spending. That’s far more expensive than any stock in the Nasdaq 100 or the S&P 500, including Nvidia Corp., according to data compiled by Bloomberg.The magnitude of the rally in Arm’s shares — to now nearly triple the IPO price — has captivated traders, who have watched the stock add the equivalent of PayPal Holdings Inc.’s market value in the past three days. Despite the rapid gains, the surge doesn’t appear to be driven by short covering with bets against the stock weighing in at just 1% of shares available to trade, according to Ihor Dusaniwsky, managing director of predictive analytics at S3 Partners.Arm designs semiconductors used in a wide range of products including smartphones, cars, televisions and appliances. The company is benefiting from a corporate scramble to add artificial intelligence technology, which promises to accelerate Arm’s expansion, Chief Executive Officer Rene Haas said last week. The U.K.-based company forecast sales of $850 million to $900 million in the current quarter, far surpassing analyst estimates.Up until recently, the AI chip story has been confined to the accelerator market — chips used to train large language models that underpin generative AI services like ChatGPT. That portion of the industry is dominated by Nvidia with Advanced Micro Devices Inc, Broadcom Inc. and Marvell Technology Inc. seen as having a chance to cash in on the gold rush.Other chipmakers including Intel Corp. and Qualcomm Inc. have argued that for AI to become a mainstream technology, it has to make it on to end-user devices like personal computers and smartphones. But they’ve been able to show few benefits to their finances, yet.Arm is the first to back up that assertion with numbers. That’s most notable in its licensing division where it showed that more companies are planning on using its technology to build chips to support their AI ambitions.Despite the promise, the stock has risen so far that it’s left even bullish investors concerned that its gains are out of touch with fundamentals. On Feb. 9, Banco Santander analyst Carlos Trevino cut his rating on Arm to the equivalent of sell from buy, citing the difficulty in justifying such a move.Consider Arm’s revenue growth projections relative to Nvidia’s. Wall Street estimates call for Arm’s sales to rise 23% in the fiscal year that ends in March 2025. Nvidia is expected to see sales jump 60% in its fiscal year that ends in January 2025. That stock is half as expensive as Arm, with a price to estimated sales of about 19 times.“In momentum markets you often see people going after certain names, which get started going and then keep going and going,” said Joseph Saluzzi, co-head of equity trading at Themis Trading. “You can worry about valuation and extrapolate what would have to happen for the valuation to be justified, but the market can make you look stupid by continuing to go up.”On Wall Street, analysts are mostly bullish. Of the 32 analysts covering the stock, 18 have buy ratings and just three say sell. The average price target sits around $90, which implies a decline of 39% from the stock’s $148.97 closing price on Monday.Such a drop would not surprise Dennis Dick, head trader at Triple D Trading, even though he notes that momentum can continue to carry the stock higher.“When stocks are being driven by a story - and this is being driven by the AI story - the valuation takes a backseat,” he said.“Speculative investors will pay anything, but when valuation matters again, what you’ll have is a gap between what speculative investors and what value or even growth investors are willing to pay. When this stops, there will be no one to sell to.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":273565135130864,"gmtCreate":1707826333999,"gmtModify":1707832907172,"author":{"id":"4170581479980982","authorId":"4170581479980982","name":"Pepecries","avatar":"https://community-static.tradeup.com/news/b00e6804debfb90db0d0469dbca4eaed","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4170581479980982","authorIdStr":"4170581479980982"},"themes":[],"htmlText":"luck, panic, food <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a>","listText":"luck, panic, food <a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a>","text":"luck, panic, food @Tiger_comments","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/273565135130864","isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}