WealthBuilder personal page - To The Moon

WealthBuilder

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09-18

let's shoot to the moon

08-28

Just sell. If you don't sell China is also capable of developing its own advanced Chips. The choice is yours .

Nvidia CEO Says He’s In Talks With Trump Admin About Selling Blackwell Chip To China

08-28

Nice one Bro. Congrats !

08-28

What 15% ? Now China is not buying . So, It is 0%

Nvidia Can’t Pay US 15% Unless Trump’s Plan Formalized, CFO Says

08-12

Balls got squeezed real hard that it would beperpetual 90 days extension

Trump Extends China Truce for 90 Days, Averting Tariff Hike

08-12

Game is over .

Sorry, the original content has been removed

08-12

How stupid to think should not export high end technology , only Low end stuff and people still want to buy the crabs.

China Urges Firms Not to Use Nvidia H20 Chips In New Guidance

08-06

Make it 50% to stop the oil flow

Trump Raises India Tariffs to 50% over Russian Oil Purchases

08-04

Tesla going into drain and CEO still get rewarded . LOL

Tesla Approves Share Award Worth $29 Billion to CEO Elon Musk

08-03

Legend

07-24

Congrats to him or her . Usually , win $45000, people will brag about it . But is lose $100K , people will keep quiet or say it is long term investment to hold

Sorry, the original content has been removed

07-20

If I were the customers , I would not want tobuy anymore because I never know what would come next .

Nvidia's China Restart Faces Production Obstacles

07-04

Not very smart. I would sell Tesla and all into Nvidia and TSM

Sorry, the original content has been removed

06-27

500

Can Broadcom Stock Hit $400 in 2025?

06-17

People usually talk shit after selling . He sold all Nvidia and TSM in Q1, then Q2 we see both rallied, smart Hedge Fund Manager ?

Hedge Fund Up 42% Last Year Offloads Its Biggest Winner Nvidia

06-13

Don't need a Pro to know it is overpriced

Sorry, the original content has been removed

06-11

All in . Buy Buy Buy Nvidia

Nvidia Teams Up With Startup Mistral as Part of European AI Push

05-29

Could have been much better. Why shoot your own foot restricting sales thinking you are the only country capable of producing AI Chip . Maybe for now but not forever

Nvidia Shares Rise 5.6% As Sales Hit From China Export Curbs Not As Bad As Feared

05-29

He will fire all Judges

US Court Blocks Trump's "Liberation Day" Tariffs; Nasdaq Futures up 1.5%; Nvidia Soars 5%; Tesla, AMD up 2%

05-29

Musk needs to continue to be politician . I enjoyed watching him on stage with chainsa, would be nice to see him on stage again with Bulldozer or something bigger

Musk Says His Scheduled Time as a Special Government Employee Is Coming to an End

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The price performance, its cost efficiency, and its ability to generate AI tokens is really terrific.&#34;</p><p>Jensen added: &#34;America, being able to have the world build AI and build software on the American tech stack helps America win.&#34;</p><p>Exports of the H20 chip, which is designed for artificial intelligence applications, had previously been halted by the Trump administration due to national security concerns. </p></body></html>","source":"lsy1602566126337","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 CEO Says He’s In Talks With Trump Admin About Selling Blackwell Chip To China</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\">\nNvidia CEO Says He’s In Talks With Trump Admin About Selling Blackwell Chip To China\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-28 22:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.foxbusiness.com/technology/nvidia-ceo-says-hes-talks-trump-admin-selling-blackwell-chip-china><strong>Fox Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia CEO Jensen Huang told FOX Business on Thursday that he is in talks with the Trump administration about selling its powerful Blackwell chip to China, saying how the global adoption of American ...</p>\n\n<a href=\"https://www.foxbusiness.com/technology/nvidia-ceo-says-hes-talks-trump-admin-selling-blackwell-chip-china\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.foxbusiness.com/technology/nvidia-ceo-says-hes-talks-trump-admin-selling-blackwell-chip-china","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135065791","content_text":"Nvidia CEO Jensen Huang told FOX Business on Thursday that he is in talks with the Trump administration about selling its powerful Blackwell chip to China, saying how the global adoption of American tech could help the U.S. win the AI race.Huang spoke with \"The Claman Countdown\" host Liz Claman in an interview, saying that he is \"optimistic\" about the talks with President Donald Trump, though he added there is no timeframe to reach a deal.\"I think that the conversation will take a while, but President Trump understands that having the world build AI on American tech stack helps America win the AI race,\" Huang said. \"And he wants American technology all over the world so that the whole world is built on the American standard, like the U.S. Dollar is the global standard.\"The Nvidia CEO also spoke about how he believes AI is an industrial revolution that will \"enrich our lives,\" even though its impact will cause some jobs to \"go away\" entirely.Huang said he expects AI to bring a host of positive changes to a wide variety of areas, including productivity, GDP growth and the ability to pursue new ideas.\"Every industrial revolution leads to some change social behavior,\" he said. \"But I expect the economy to be doing very well because of AI and automation. And I expect us to enrich our lives. Life quality will get better, of course, over time. Some jobs will go away. Many jobs will be new and invented. But one thing for sure, every job will be changed as a result of AI.\"Huang added that the increased productivity could eventually lead to four-day work weeks.\"We could spend more time on the weekends with family and get some reading done and do some traveling and nothing is better than that,\" he said. \"We came from a world of seven-day work weeks and now we're in a five-day work week.\"Jensen was also asked about how Nvidia’s second-quarter earnings showed zero sales of its H20 chip in China. \"We haven't seen orders yet, but we're hoping for orders,\" the CEO said. \"H20 is really a fantastic product still. The price performance, its cost efficiency, and its ability to generate AI tokens is really terrific.\"Jensen added: \"America, being able to have the world build AI and build software on the American tech stack helps America win.\"Exports of the H20 chip, which is designed for artificial intelligence applications, had previously been halted by the Trump administration due to national security concerns.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":472381450666792,"gmtCreate":1756363197517,"gmtModify":1756363201463,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Nice one Bro. Congrats !","listText":"Nice one Bro. Congrats !","text":"Nice one Bro. Congrats !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/472381450666792","isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":472359578526352,"gmtCreate":1756357856182,"gmtModify":1756357860013,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"What 15% ? Now China is not buying . So, &nbsp; It is 0%","listText":"What 15% ? Now China is not buying . So, &nbsp; It is 0%","text":"What 15% ? Now China is not buying . So, It is 0%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/472359578526352","repostId":"1126157903","repostType":2,"repost":{"id":"1126157903","kind":"news","pubTimestamp":1756345880,"share":"https://ttm.financial/m/news/1126157903?lang=&edition=fundamental","pubTime":"2025-08-28 09:51","market":"us","language":"en","title":"Nvidia Can’t Pay US 15% Unless Trump’s Plan Formalized, CFO Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1126157903","media":"Bloomberg","summary":"An unconventional plan by the Trump administration to charge a 15% commission on Nvidia Corp. AI chip sales to China hasn’t progressed beyond the early stages and could pose legal risks, according to the company.","content":"<div>\n<p>An unconventional plan by the Trump administration to charge a 15% commission on Nvidia Corp. AI chip sales to China hasn’t progressed beyond the early stages and could pose legal risks, according to ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-08-28/nvidia-waiting-for-white-house-to-codify-15-commission-plan?srnd=homepage-americas\">Web Link</a>\n\n</div>\n","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>Nvidia Can’t Pay US 15% Unless Trump’s Plan Formalized, CFO Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Can’t Pay US 15% Unless Trump’s Plan Formalized, CFO Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-28 09:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-08-28/nvidia-waiting-for-white-house-to-codify-15-commission-plan?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>An unconventional plan by the Trump administration to charge a 15% commission on Nvidia Corp. AI chip sales to China hasn’t progressed beyond the early stages and could pose legal risks, according to ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-08-28/nvidia-waiting-for-white-house-to-codify-15-commission-plan?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.bloomberg.com/news/articles/2025-08-28/nvidia-waiting-for-white-house-to-codify-15-commission-plan?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126157903","content_text":"An unconventional plan by the Trump administration to charge a 15% commission on Nvidia Corp. AI chip sales to China hasn’t progressed beyond the early stages and could pose legal risks, according to the company.The US government hasn’t indicated how it will put regulations in place that require the chipmaker to make the payments, Nvidia said late Wednesday. Discussions between Nvidia and the government are ongoing, according to Chief Financial Officer Colette Kress.The administration aims to take the 15% commission in return for allowing Nvidia and rival Advanced Micro Devices Inc. to offer AI chips in China again. The US government had blocked such sales in April, before agreeing to grant the necessary licenses earlier this month.If the plan isn’t codified, Nvidia should be able to proceed with China sales without paying the commission, Kress said in an interview. “We have been communicating,” she said. “If nothing shows up, I’ve got licenses. I don’t have to do this 15% until I see something that is a true regulatory document.”Spokespeople for the White House and the Commerce Department, which oversees US export control programs, didn’t immediately respond to requests for comment.Nvidia’s products are at the center of a geopolitical rivalry between Washington and Beijing. Previous restrictions had all but locked Nvidia out of the Chinese market for AI processors, but it’s beginning to get permission to reestablish sales. For now, Nvidia isn’t including the revenue in its projections.Nvidia also acknowledged that the US government’s commission plan presents its own dangers.“Any request for a percentage of the revenue by the USG may subject us to litigation, increase our costs, and harm our competitive position and benefit competitors that are not subject to such arrangements,” Nvidia said in a filing.The chipmaker has been walking a difficult line in trying to keep both Washington and Beijing happy. Nvidia and its peers have argued that being excluded from China hurts their home country because it creates opportunity for rivals in China. The restrictions also deprive US companies of revenue needed to fund research that keeps them in the lead, they say.On Wednesday, Nvidia gave a forecast for the current quarter that wasn’t as bullish as some analysts had anticipated. The company said it excluded as much as $5 billion of possible China data center sales from its projection because it can’t be sure whether geopolitical tension will allow Nvidia to fill orders.Kress said she believes some of that revenue will come in over time, but can’t be certain of the amount or timing.Nvidia had designed the less-powerful H20 to comply with export restrictions imposed by the Biden administration, only to see the Trump White House further tighten those curbs in April. The move forced the chipmaker to record a $4.5 billion writedown on unsold H20 inventory in its first-quarter results in May.The company is now looking ahead to a new generation of AI chips based on its Blackwell design that it could tailor for China. Trump has said that he’s open to this idea.“The opportunity for us to bring Blackwell to the China market is a real possibility,” Chief Executive Officer Jensen Huang said during a conference call Wednesday. “We just have to keep advocating the sensibility of and the importance of American tech companies to be able to lead and win the AI race.”","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":466700249870488,"gmtCreate":1754978254625,"gmtModify":1754979097833,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Balls got squeezed real hard that it would beperpetual 90 days extension&nbsp;","listText":"Balls got squeezed real hard that it would beperpetual 90 days extension&nbsp;","text":"Balls got squeezed real hard that it would beperpetual 90 days extension","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/466700249870488","repostId":"1155931371","repostType":2,"repost":{"id":"1155931371","kind":"news","pubTimestamp":1754957472,"share":"https://ttm.financial/m/news/1155931371?lang=&edition=fundamental","pubTime":"2025-08-12 08:11","market":"us","language":"en","title":"Trump Extends China Truce for 90 Days, Averting Tariff Hike","url":"https://stock-news.laohu8.com/highlight/detail?id=1155931371","media":"Bloomberg","summary":"President Donald Trump extended a pause of sky-high tariffs on Chinese goods for another 90 days into early November, stabilizing trade ties between the world’s two largest economies.Trump signed an...","content":"<div>\n<p>President Donald Trump extended a pause of sky-high tariffs on Chinese goods for another 90 days into early November, stabilizing trade ties between the world’s two largest economies.Trump signed an ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-08-11/trump-extends-china-tariff-truce-for-90-days-cnbc-says-me7g9pop?srnd=homepage-asia\">Web Link</a>\n\n</div>\n","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>Trump Extends China Truce for 90 Days, Averting Tariff Hike</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\">\nTrump Extends China Truce for 90 Days, Averting Tariff Hike\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-12 08:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-08-11/trump-extends-china-tariff-truce-for-90-days-cnbc-says-me7g9pop?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>President Donald Trump extended a pause of sky-high tariffs on Chinese goods for another 90 days into early November, stabilizing trade ties between the world’s two largest economies.Trump signed an ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-08-11/trump-extends-china-tariff-truce-for-90-days-cnbc-says-me7g9pop?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\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":"https://www.bloomberg.com/news/articles/2025-08-11/trump-extends-china-tariff-truce-for-90-days-cnbc-says-me7g9pop?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155931371","content_text":"President Donald Trump extended a pause of sky-high tariffs on Chinese goods for another 90 days into early November, stabilizing trade ties between the world’s two largest economies.Trump signed an order extending the truce through Nov. 10, deferring a tariff hike set for Tuesday. The de-escalation first took effect when the US and China agreed to reduce tit-for-tat tariff hikes and ease export restrictions on rare earth magnets and certain technologies.“All other elements of the Agreement will remain the same,” Trump said in a Truth Social post, suggesting no planned changes to US trade policy or to the terms of the arrangement. A fact sheet, posted by the White House, didn’t detail any modifications beyond the date extension.China, in a similar statement, said it too would extend its own suspension for a further 90 days.Negotiators from both sides reached a preliminary agreement to keep the deal last month in Sweden. Had the truce not been extended, US tariffs on Chinese goods would have jumped to at least 54% starting after midnight in New York.The extension will ease worries of a renewed tariff war that threatens to choke off trade between the US and China. An escalation between Washington and Beijing earlier this year shook global financial markets.It will also give the countries more time to discuss other unresolved issues such as duties tied to fentanyl trafficking that Trump has levied on Beijing, American concerns about Chinese purchases of sanctioned Russian and Iranian oil and disagreements around US business operations in China.“The United States continues to have discussions with the PRC to address the lack of trade reciprocity in our economic relationship and our resulting national and economic security concerns,” Trump wrote in the order. “Through these discussions, the PRC continues to take significant steps toward remedying non-reciprocal trade arrangements and addressing the concerns of the United States relating to economic and national security matters.”Trump, speaking to reporters earlier Monday, said “we’ve been dealing very nicely with China.”Trump earlier this year ratcheted up tariffs on Chinese goods, and Beijing responded in kind. US tariffs on Chinese imports ultimately reached 145%, and China curbed access to magnets critical to US manufacturers. The two sides reached a 90-day truce in May, under which the US lowered its China duties to 30% while Beijing reduced levies on US goods to 10% and agreed to resume rare earth exports.Trump’s willingness to parlay with China has prompted concerns from national security hawks that he’s unwilling to crack down on the US’s biggest geopolitical rival. Nvidia Corp. and Advanced Micro Devices Inc. reached deals with the Trump administration to secure export licenses by agreeing to pay 15% of their revenues from certain Chinese artificial intelligence chip sales to the US government.Trump earlier Monday also signaled openness to separately allowing Nvidia to sell a scaled-back version of its most advanced AI chip to China, saying that “it’s possible I’d make a deal.”With the deadline nearing, Trump on Sunday had called on Beijing to quadruple purchases of American soybeans, something he said would help reduce the US trade deficit with China.Trump’s decision to extend the truce follows two days of discussions in Stockholm in July led by US Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng — the third round of talks between Washington and Beijing in less than three months.While Chinese officials and the Communist Party’s official newspaper had signaled satisfaction with the Stockholm talks, and US Cabinet secretaries predicted an extension, the pact remained fragile. Bessent had said that any decision to extend the deal would be up to Trump.Rare EarthsAt issue in the ongoing dialogue is how the two countries will seek to maintain a stable trading relationship while applying barriers like tariffs and export controls to limit each other’s progress in critical sectors including battery technology, defense and semiconductors.Both sides have been taking steps to turn down the temperature and reduce flashpoints recently, with Chinese exports of rare earth magnets starting to recover in June and the US saying it would approve shipments of a semiconductor used for artificial intelligence that it had blocked.US Trade Representative Jamieson Greer, who participated in the Stockholm negotiations, has sounded an optimistic note on discussions with China over rare earth flows, saying that the US had secured commitments about their supply.“We’re focused on making sure that magnets from China to the United States and the adjacent supply chain can flow as freely as it did before the control,” Greer told CBS’s Face the Nation in a recent interview. “And I would say we’re about halfway there.”Flows of rare earth magnets from China to the US rose to 353 tons in June, up from just 46 tons in May, according to the latest customs data. Total shipments were still substantially lower than before Beijing launched export controls in early April.Sales of advanced AI chips remain an issue, despite Trump’s decision to relax export controls. Chinese authorities in late July summoned Nvidia to discuss alleged security vulnerabilities related to its H20 chips.Tariff PushChina-US negotiations have been on a separate track from other talks the Trump administration has held with trading partners as it moves to implement sweeping so-called reciprocal tariffs and industry-specific levies on other economies.Trump’s 30% duties are comprised of a 20% levy tied to fentanyl and a 10% baseline charge. That’s on top of existing tariffs on certain Chinese products from his first term.","news_type":1,"symbols_score_info":{".IXIC":1.1,".DJI":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":466700395135408,"gmtCreate":1754978183937,"gmtModify":1754978187677,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Game is over .&nbsp;","listText":"Game is over .&nbsp;","text":"Game is over .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/466700395135408","repostId":"2558599697","repostType":2,"isVote":1,"tweetType":1,"viewCount":1065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":466695038972864,"gmtCreate":1754976977572,"gmtModify":1754979098625,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"How stupid to think should not export high end technology , only Low end stuff and people still want to buy the crabs.&nbsp;","listText":"How stupid to think should not export high end technology , only Low end stuff and people still want to buy the crabs.&nbsp;","text":"How stupid to think should not export high end technology , only Low end stuff and people still want to buy the crabs.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/466695038972864","repostId":"1188395160","repostType":2,"repost":{"id":"1188395160","kind":"news","pubTimestamp":1754976630,"share":"https://ttm.financial/m/news/1188395160?lang=&edition=fundamental","pubTime":"2025-08-12 13:30","market":"us","language":"en","title":"China Urges Firms Not to Use Nvidia H20 Chips In New Guidance","url":"https://stock-news.laohu8.com/highlight/detail?id=1188395160","media":"Bloomberg","summary":"China has urged local companies to avoid using Nvidia Corp.’s H20 processors, particularly for government-related purposes, complicating the chipmaker’s attempts to recoup billions in lost China...","content":"<div>\n<p>China has urged local companies to avoid using Nvidia Corp.’s H20 processors, particularly for government-related purposes, complicating the chipmaker’s attempts to recoup billions in lost China ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-08-12/china-urges-firms-not-to-use-nvidia-h20-chips-in-new-guidance\">Web Link</a>\n\n</div>\n","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>China Urges Firms Not to Use Nvidia H20 Chips In New Guidance</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\">\nChina Urges Firms Not to Use Nvidia H20 Chips In New Guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-12 13:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-08-12/china-urges-firms-not-to-use-nvidia-h20-chips-in-new-guidance><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China has urged local companies to avoid using Nvidia Corp.’s H20 processors, particularly for government-related purposes, complicating the chipmaker’s attempts to recoup billions in lost China ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-08-12/china-urges-firms-not-to-use-nvidia-h20-chips-in-new-guidance\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.bloomberg.com/news/articles/2025-08-12/china-urges-firms-not-to-use-nvidia-h20-chips-in-new-guidance","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188395160","content_text":"China has urged local companies to avoid using Nvidia Corp.’s H20 processors, particularly for government-related purposes, complicating the chipmaker’s attempts to recoup billions in lost China revenue as well as the Trump administration’s unprecedented push to turn those sales into a US government windfall.Nvidia stock turned negative and down 0.75% in overnight trading.Over the past few weeks, Chinese authorities have sent notices to a range of firms discouraging use of the less-advanced semiconductors, people familiar with the matter said, asking not to be named discussing sensitive information. The guidance was particularly strong against the use of H20s for any government or national security-related work by state enterprises or private companies, the people said.In addition to Nvidia, Beijing’s overall push affects AI accelerators from Advanced Micro Devices Inc., one of the people said, though it’s unclear whether any letters specifically mentioned AMD’s MI308 chip. Both companies recently secured Washington’s approval to resume lower-end AI chip sales to China, on the controversial and legally questionable condition that they give the US government a 15% cut of the related revenue. Now, Nvidia and AMD face the challenge that their Chinese customers are under Beijing’s pressure not to make those purchases.Some of Beijing’s letters to companies included a series of questions, according to one of the people, such as why they buy Nvidia H20 chips over local alternatives, whether that’s a necessary choice given domestic options, and whether they’ve found any security issues in the Nvidia hardware. The notices coincide with state media reports that cast doubt on the security and reliability of H20 processors. Chinese regulators have raised those concerns directly with Nvidia, which has repeatedly denied that its chips contain such vulnerabilities.Right now, China’s most stringent chip guidance is limited to sensitive applications, a situation that bears similarities to the way Beijing restricted Tesla Inc. vehicles and Apple Inc. iPhones in certain institutions and locations over security concerns. China’s government also at one point barred the use of Micron Technology Inc. chips in critical infrastructure.Still, it’s possible that Beijing may extend its heavier-handed Nvidia and AMD guidance to a wider range of settings, according to one person with direct knowledge of the deliberations, who said that those conversations are in early stages.AMD declined to comment, while Nvidia said in a statement that “the H20 is not a military product or for government infrastructure.” China has ample supplies of domestic chips, Nvidia said, and “won’t and never has relied on American chips for government operations.”China’s Ministry of Industry and Information Technology and the Cyberspace Administration of China did not respond to faxed requests for comment on this story, which is based on interviews with more than a half-dozen people familiar with Beijing’s policy discussions. The White House did not respond to a request for comment outside normal business hours.The Chinese government’s posture could make it more difficult for Nvidia and AMD to sell their hardware into the world’s largest market for semiconductors. It also raises questions about the Trump administration’s explanation for why the US is allowing those exports mere months after effectively banning such sales. Multiple senior US officials have said their policy reversal was part of a trade accord with China, but Beijing has publicly indicated that the resumed H20 shipments were not part of any bilateral deal. China’s recent notices to companies suggest that the Asian country may not have desired such a concession from Washington in the first place.Beijing’s concerns are twofold. For starters, Chinese officials are worried that Nvidia chips could have location-tracking and remote shutdown capabilities — a suggestion that Nvidia has vehemently denied. Still, Trump officials are actively exploring whether location-tracking could be used to help curtail suspected smuggling of restricted components into China, and lawmakers have introduced a bill that would require location verification for advanced AI chips.Second, Beijing is intensely focused on developing its domestic chip capabilities, and wants Chinese companies to shift away from Western chips in favor of local offerings. Officials have previously urged Chinese firms to choose domestic semiconductors over Nvidia H20 processors, Bloomberg reported last September, and have introduced energy efficiency standards that the H20 chip does not meet. But Beijing has stopped short of outright banning the hardware, which Nvidia designed specifically for Chinese customers to abide by years of US curbs on sales of advanced chips to the Asian country.The H20 chip has less computational power than Nvidia’s top offerings, but its strong memory bandwidth is quite well suited to the inference stage of AI development, when models recognize patterns and draw conclusions. That’s made it a desirable product to companies like Alibaba Group Holding Ltd. and Tencent Holdings Ltd. in China, where domestic chip champion Huawei Technologies Co. is struggling to produce enough advanced components to meet market demand. By one estimate from Biden officials — who considered but did not implement controls on H20 sales — losing access to that Nvidia chip would make it three to six times more expensive for Chinese companies to run inference on advanced AI models.“Beijing appears to be using regulatory uncertainty to create a captive market sufficiently sized to absorb Huawei’s supply, while still allowing purchases of H20s to meet actual demands,” said Lennart Heim, an AI-focused researcher at RAND, of China’s push for companies to avoid American AI chips. “This signals that domestic alternatives remain inadequate even as China pressures foreign suppliers.”President Donald Trump on Monday called the H20 chip “obsolete,” saying that China “already has it in a different form.” That echoed previous statements by officials in his administration, who defended the decision to resume H20 exports on the grounds that Huawei already offers comparable chips to the H20. The US should keep the Chinese AI ecosystem reliant on less-advanced American technology for as long as possible, these officials argue, in order to deprive Huawei of the revenue and know-how that would come from a broader customer base.Commerce Secretary Howard Lutnick and other Trump officials have also claimed that the H20 move was part of a deal to improve American access to Chinese rare-earth minerals — despite the Trump team’s previous assertions that such an arrangement was not on the table. “As the Chinese deliver their magnets, then the H20s will come off,” Lutnick said last month. Treasury Secretary Scott Bessent said in late July that the magnet issue had been “solved.”The first Nvidia H20 and AMD MI308 licenses arrived a bit over a week after Bessent’s declaration — after Nvidia Chief Executive Officer Jensen Huang met with the president and both companies agreed to share their China revenue with the US government.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464890307449264,"gmtCreate":1754489328228,"gmtModify":1754489332092,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Make it 50% to stop the oil flow&nbsp;","listText":"Make it 50% to stop the oil flow&nbsp;","text":"Make it 50% to stop the oil flow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464890307449264","repostId":"2557308557","repostType":2,"repost":{"id":"2557308557","kind":"live","pubTimestamp":1754489061,"share":"https://ttm.financial/m/news/2557308557?lang=&edition=fundamental","pubTime":"2025-08-06 22:04","market":"us","language":"en","title":"Trump Raises India Tariffs to 50% over Russian Oil Purchases","url":"https://stock-news.laohu8.com/highlight/detail?id=2557308557","media":"THOMSON REUTERS","summary":"The White House announced Wednesday that it is imposing an additional 25% tariff on India, bringing ","content":"<html><head></head><body><p>The White House announced Wednesday that it is imposing an additional 25% tariff on India, bringing the total levies against the major United States trading partner to 50%.</p><p style=\"text-align: start;\">“I find that the Government of India is currently directly or indirectly importing Russian Federation oil,” President Donald Trump said in an executive order.</p><p style=\"text-align: start;\">“Accordingly, and as consistent with applicable law, articles of India imported into the customs territory of the United States shall be subject to an additional ad valorem rate of duty of 25 percent,” the executive order reads.</p><p style=\"text-align: start;\">Trump last week said that India would pay a tariff of 25%, in addition to a “penalty” over the country’s purchase of military equipment and energy from Russia. It was not clear at the time what such a penalty would look like.</p><p style=\"text-align: start;\">But Trump said Tuesday that he would be raising the tariff on India “very substantially over the next 24 hours, because they’re buying Russian oil, they’re fueling the war machine.”</p><p style=\"text-align: start;\">“And if they’re going to do that, then I’m not going to be happy,” Trump said on CNBC’s “Squawk Box.”</p></body></html>","source":"reuters_en_live","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump Raises India Tariffs to 50% over Russian Oil Purchases</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\">\nTrump Raises India Tariffs to 50% over Russian Oil Purchases\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-06 22:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250806:nS0N3SC07F:1><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The White House announced Wednesday that it is imposing an additional 25% tariff on India, bringing the total levies against the major United States trading partner to 50%.“I find that the Government ...</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250806:nS0N3SC07F:1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250806:nS0N3SC07F:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2557308557","content_text":"The White House announced Wednesday that it is imposing an additional 25% tariff on India, bringing the total levies against the major United States trading partner to 50%.“I find that the Government of India is currently directly or indirectly importing Russian Federation oil,” President Donald Trump said in an executive order.“Accordingly, and as consistent with applicable law, articles of India imported into the customs territory of the United States shall be subject to an additional ad valorem rate of duty of 25 percent,” the executive order reads.Trump last week said that India would pay a tariff of 25%, in addition to a “penalty” over the country’s purchase of military equipment and energy from Russia. It was not clear at the time what such a penalty would look like.But Trump said Tuesday that he would be raising the tariff on India “very substantially over the next 24 hours, because they’re buying Russian oil, they’re fueling the war machine.”“And if they’re going to do that, then I’m not going to be happy,” Trump said on CNBC’s “Squawk Box.”","news_type":1,"symbols_score_info":{".SPX":1.1,".DJI":1.1,".IXIC":1.1}},"isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464000487424168,"gmtCreate":1754306338863,"gmtModify":1754306342549,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Tesla going into drain and CEO still get rewarded . LOL&nbsp;","listText":"Tesla going into drain and CEO still get rewarded . LOL&nbsp;","text":"Tesla going into drain and CEO still get rewarded . LOL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464000487424168","repostId":"2556800960","repostType":2,"repost":{"id":"2556800960","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1754302791,"share":"https://ttm.financial/m/news/2556800960?lang=&edition=fundamental","pubTime":"2025-08-04 18:19","market":"us","language":"en","title":"Tesla Approves Share Award Worth $29 Billion to CEO Elon Musk","url":"https://stock-news.laohu8.com/highlight/detail?id=2556800960","media":"Reuters","summary":"Tesla has granted CEO Elon Musk 96 million shares worth about $29 billion, a move aimed at keeping the billionaire entrepreneur at the helm as he fights a court ruling that voided his original pay...","content":"<html><head></head><body><p>Tesla has granted CEO Elon Musk 96 million shares worth about $29 billion, a move aimed at keeping the billionaire entrepreneur at the helm as he fights a court ruling that voided his original pay deal for being unfair to shareholders.</p><p>Tesla shares continued to rise more than 2% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c66c81ffa388d2bec4ba6a98868c3d82\" title=\"\" tg-width=\"786\" tg-height=\"612\"/></p><p>In 2024, a Delaware court voided Musk&#39;s 2018 compensation package, valued at over $50 billion, citing that the Tesla board&#39;s approval process was flawed and unfair to shareholders.</p><p>Musk kicked off an appeal in March against the order, claiming a lower court judge made multiple legal errors in rescinding the record compensation.</p><p>Earlier this year, the EV maker said the board had formed a special committee to consider some compensation matters involving Musk, without disclosing any details.</p><p>Tesla is at a turning point as Musk, its largest shareholder with a 13% stake, shifts focus from a promised affordable EV platform to robotaxis and humanoid robots, positioning the company more as an AI and robotics firm than an automaker.</p><p>&#34;While we recognize Elon&#39;s business ventures, interests and other potential demands on his time and attention are extensive and wide-ranging ... we are confident that this award will incentivize Elon to remain at Tesla,&#34; the special committee said in the filing.</p><p>The award is designed to gradually boost Musk&#39;s voting power, something he and shareholders have consistently said was key to keeping him focused on Tesla&#39;s mission, it added.</p><p>Musk must pay Tesla $23.34 per share of restricted stock that vests, which is equal to the exercise price per share of the 2018 CEO Award, it said in the filing.</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>Tesla Approves Share Award Worth $29 Billion to CEO Elon Musk</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.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\">\nTesla Approves Share Award Worth $29 Billion to CEO Elon Musk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-08-04 18:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla has granted CEO Elon Musk 96 million shares worth about $29 billion, a move aimed at keeping the billionaire entrepreneur at the helm as he fights a court ruling that voided his original pay deal for being unfair to shareholders.</p><p>Tesla shares continued to rise more than 2% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c66c81ffa388d2bec4ba6a98868c3d82\" title=\"\" tg-width=\"786\" tg-height=\"612\"/></p><p>In 2024, a Delaware court voided Musk&#39;s 2018 compensation package, valued at over $50 billion, citing that the Tesla board&#39;s approval process was flawed and unfair to shareholders.</p><p>Musk kicked off an appeal in March against the order, claiming a lower court judge made multiple legal errors in rescinding the record compensation.</p><p>Earlier this year, the EV maker said the board had formed a special committee to consider some compensation matters involving Musk, without disclosing any details.</p><p>Tesla is at a turning point as Musk, its largest shareholder with a 13% stake, shifts focus from a promised affordable EV platform to robotaxis and humanoid robots, positioning the company more as an AI and robotics firm than an automaker.</p><p>&#34;While we recognize Elon&#39;s business ventures, interests and other potential demands on his time and attention are extensive and wide-ranging ... we are confident that this award will incentivize Elon to remain at Tesla,&#34; the special committee said in the filing.</p><p>The award is designed to gradually boost Musk&#39;s voting power, something he and shareholders have consistently said was key to keeping him focused on Tesla&#39;s mission, it added.</p><p>Musk must pay Tesla $23.34 per share of restricted stock that vests, which is equal to the exercise price per share of the 2018 CEO Award, it said in the filing.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4604":"机器人概念","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4543":"AI","BK4527":"明星科技股","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl 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billion, citing that the Tesla board's approval process was flawed and unfair to shareholders.Musk kicked off an appeal in March against the order, claiming a lower court judge made multiple legal errors in rescinding the record compensation.Earlier this year, the EV maker said the board had formed a special committee to consider some compensation matters involving Musk, without disclosing any details.Tesla is at a turning point as Musk, its largest shareholder with a 13% stake, shifts focus from a promised affordable EV platform to robotaxis and humanoid robots, positioning the company more as an AI and robotics firm than an automaker.\"While we recognize Elon's business ventures, interests and other potential demands on his time and attention are extensive and wide-ranging ... we are confident that this award will incentivize Elon to remain at Tesla,\" the special committee said in the filing.The award is designed to gradually boost Musk's voting power, something he and shareholders have consistently said was key to keeping him focused on Tesla's mission, it added.Musk must pay Tesla $23.34 per share of restricted stock that vests, which is equal to the exercise price per share of the 2018 CEO Award, it said in the filing.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":463564862488824,"gmtCreate":1754204817914,"gmtModify":1754204821716,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Legend","listText":"Legend","text":"Legend","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463564862488824","isVote":1,"tweetType":1,"viewCount":1421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460399623627408,"gmtCreate":1753370527044,"gmtModify":1753370530922,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Congrats to him or her . Usually , win $45000, people will brag about it . But is lose $100K , people will keep quiet or say it is long term investment to hold","listText":"Congrats to him or her . Usually , win $45000, people will brag about it . But is lose $100K , people will keep quiet or say it is long term investment to hold","text":"Congrats to him or her . Usually , win $45000, people will brag about it . But is lose $100K , people will keep quiet or say it is long term investment to hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460399623627408","repostId":"2553225106","repostType":2,"isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":458722423497128,"gmtCreate":1753001902671,"gmtModify":1753001906641,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"If I were the customers , I would not want tobuy anymore because I never know what would come next .","listText":"If I were the customers , I would not want tobuy anymore because I never know what would come next .","text":"If I were the customers , I would not want tobuy anymore because I never know what would come next .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/458722423497128","repostId":"2552797414","repostType":2,"repost":{"id":"2552797414","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1752971016,"share":"https://ttm.financial/m/news/2552797414?lang=&edition=fundamental","pubTime":"2025-07-20 08:23","market":"us","language":"en","title":"Nvidia's China Restart Faces Production Obstacles","url":"https://stock-news.laohu8.com/highlight/detail?id=2552797414","media":"Reuters","summary":"July 19 (Reuters) - Nvidia NVDA.O has told its Chinese customers it has limited supplies of H20 chips, the most powerful AI chip it had been allowed to sell to China under U.S. export restrictions,...","content":"<html><head></head><body><p>July 19 (Reuters) - Nvidia NVDA.O has told its Chinese customers it has limited supplies of H20 chips, the most powerful AI chip it had been allowed to sell to China under U.S. export restrictions, The Information reported on Saturday.</p><p>Nvidia said this week that it was planning to resume sales of the H20 chips to China, though under the policy change the U.S. must still approve licenses for the export of the chips.</p><p>The U.S. government&#39;s April ban on sales of the H20 chips had forced Nvidia to void customer orders and cancel manufacturing capacity it had booked at chipmaker <a href=\"https://laohu8.com/S/TSMWF\">Taiwan Semiconductor Manufacturing</a> (TSMC) 2330.TW, said the report in tech publication The Information, citing two people with knowledge of the matter.</p><p>TSMC had shifted its H20 production lines to produce other chips for other customers, and manufacturing new chips from scratch could take nine months, Nvidia CEO Jensen Huang said at a media event in Beijing this week, according to the report.</p><p>The report also said Nvidia did not plan to restart production, without citing any sources or giving details.</p><p>Nvidia declined to comment on the report. Reuters could not immediately verify the report.</p><p>Huang made comments in recent days suggesting Nvidia would ramp up supply of H20 chips, and that licenses for Chinese orders would be approved swiftly.</p><p>Nvidia has also announced that it is developing a new chip for Chinese clients called the RTX Pro GPU, which would be compliant with U.S. export restrictions.</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's China Restart Faces Production Obstacles</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's China Restart Faces Production Obstacles\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-07-20 08:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>July 19 (Reuters) - Nvidia NVDA.O has told its Chinese customers it has limited supplies of H20 chips, the most powerful AI chip it had been allowed to sell to China under U.S. export restrictions, The Information reported on Saturday.</p><p>Nvidia said this week that it was planning to resume sales of the H20 chips to China, though under the policy change the U.S. must still approve licenses for the export of the chips.</p><p>The U.S. government&#39;s April ban on sales of the H20 chips had forced Nvidia to void customer orders and cancel manufacturing capacity it had booked at chipmaker <a href=\"https://laohu8.com/S/TSMWF\">Taiwan Semiconductor Manufacturing</a> (TSMC) 2330.TW, said the report in tech publication The Information, citing two people with knowledge of the matter.</p><p>TSMC had shifted its H20 production lines to produce other chips for other customers, and manufacturing new chips from scratch could take nine months, Nvidia CEO Jensen Huang said at a media event in Beijing this week, according to the report.</p><p>The report also said Nvidia did not plan to restart production, without citing any sources or giving details.</p><p>Nvidia declined to comment on the report. Reuters could not immediately verify the report.</p><p>Huang made comments in recent days suggesting Nvidia would ramp up supply of H20 chips, and that licenses for Chinese orders would be approved swiftly.</p><p>Nvidia has also announced that it is developing a new chip for Chinese clients called the RTX Pro GPU, which would be compliant with U.S. export restrictions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4554":"元宇宙及AR概念","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4141":"半导体产品","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU0080751232.USD":"富达环球多元动力基金A","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","NVDA":"英伟达","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250719:nL1N3TG03N:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2552797414","content_text":"July 19 (Reuters) - Nvidia NVDA.O has told its Chinese customers it has limited supplies of H20 chips, the most powerful AI chip it had been allowed to sell to China under U.S. export restrictions, The Information reported on Saturday.Nvidia said this week that it was planning to resume sales of the H20 chips to China, though under the policy change the U.S. must still approve licenses for the export of the chips.The U.S. government's April ban on sales of the H20 chips had forced Nvidia to void customer orders and cancel manufacturing capacity it had booked at chipmaker Taiwan Semiconductor Manufacturing (TSMC) 2330.TW, said the report in tech publication The Information, citing two people with knowledge of the matter.TSMC had shifted its H20 production lines to produce other chips for other customers, and manufacturing new chips from scratch could take nine months, Nvidia CEO Jensen Huang said at a media event in Beijing this week, according to the report.The report also said Nvidia did not plan to restart production, without citing any sources or giving details.Nvidia declined to comment on the report. Reuters could not immediately verify the report.Huang made comments in recent days suggesting Nvidia would ramp up supply of H20 chips, and that licenses for Chinese orders would be approved swiftly.Nvidia has also announced that it is developing a new chip for Chinese clients called the RTX Pro GPU, which would be compliant with U.S. export restrictions.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":601,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":453032153378904,"gmtCreate":1751625646535,"gmtModify":1751625651434,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Not very smart. I would sell Tesla and all into Nvidia and TSM","listText":"Not very smart. I would sell Tesla and all into Nvidia and TSM","text":"Not very smart. I would sell Tesla and all into Nvidia and TSM","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/453032153378904","repostId":"2548015098","repostType":2,"isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":450517040185576,"gmtCreate":1751014940129,"gmtModify":1751014943368,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"500","listText":"500","text":"500","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/450517040185576","repostId":"1119534186","repostType":2,"repost":{"id":"1119534186","kind":"news","pubTimestamp":1751002064,"share":"https://ttm.financial/m/news/1119534186?lang=&edition=fundamental","pubTime":"2025-06-27 13:27","market":"us","language":"en","title":"Can Broadcom Stock Hit $400 in 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=1119534186","media":"Barchart","summary":"Chip giant $Broadcom$ doesn’t always make the front page when the artificial intelligence  conversation kicks off. Instead, companies like Nvidia  tend to dominate the headlines. But Broadcom has quietly and steadily become a key player behind the curtain. As AI reshapes everything from cloud infrastructure to autonomous vehicles, Broadcom’s influence is proving to be anything but background noise.Now sitting comfortably in the trillion-dollar club, Broadcom’s strength lies in its highly special","content":"<div>\n<p>Chip giant Broadcom doesn’t always make the front page when the artificial intelligence (AI) conversation kicks off. Instead, companies like Nvidia (NVDA) tend to dominate the headlines. But Broadcom ...</p>\n\n<a href=\"https://www.barchart.com/story/news/33068839/can-broadcom-stock-hit-400-in-2025\">Web Link</a>\n\n</div>\n","source":"barchart_highlight","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>Can Broadcom Stock Hit $400 in 2025?</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\">\nCan Broadcom Stock Hit $400 in 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-27 13:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barchart.com/story/news/33068839/can-broadcom-stock-hit-400-in-2025><strong>Barchart</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chip giant Broadcom doesn’t always make the front page when the artificial intelligence (AI) conversation kicks off. Instead, companies like Nvidia (NVDA) tend to dominate the headlines. But Broadcom ...</p>\n\n<a href=\"https://www.barchart.com/story/news/33068839/can-broadcom-stock-hit-400-in-2025\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AVGO":"博通"},"source_url":"https://www.barchart.com/story/news/33068839/can-broadcom-stock-hit-400-in-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119534186","content_text":"Chip giant Broadcom doesn’t always make the front page when the artificial intelligence (AI) conversation kicks off. Instead, companies like Nvidia (NVDA) tend to dominate the headlines. But Broadcom has quietly and steadily become a key player behind the curtain. As AI reshapes everything from cloud infrastructure to autonomous vehicles, Broadcom’s influence is proving to be anything but background noise.Now sitting comfortably in the trillion-dollar club, Broadcom’s strength lies in its highly specialized application-specific integrated circuits (ASICs), which power the custom AI chips used by tech leaders like Alphabet and Meta. These ASICs form the backbone of modern data centers, enabling the intense computational workloads required for cutting-edge AI models.In fact, Broadcom has recently stepped into the spotlight. This time, it's thanks to a bold new Street-high price target of $400 from HSBC, signaling strong conviction in the company’s long-term growth. Could Broadcom actually hit that mark before year-end?About Broadcom StockBased in Palo Alto, California, Broadcom spans semiconductors, enterprise software, and cybersecurity, offering a broad portfolio that supports critical technology infrastructure. Its solutions are found across cloud platforms, data centers, wireless networks, and connected devices, playing a behind-the-scenes role in keeping digital systems up and running.With a market capitalization hovering around $1.2 trillion, Broadcom has shown impressive strength in 2025, managing to outperform despite broader market choppiness. While the S&P 500 Index has gained a modest 3.5% year-to-date (YTD), AVGO stock has surged with a 14% YTD climb.The real momentum, however, has come in recent months. Shares have surged 40% over the past three months alone, fueled by rising demand for AI infrastructure and investor optimism. Looking over the past year, Broadcom’s 67% return dwarfs the S&P 500’s 11% gain, highlighting just how sharply the chip giant has broken away from the pack.www.barchart.comInside Broadcom’s Q2 Earnings ReportIn its fiscal 2025 second-quarter earnings report released on June 5, Broadcom delivered a standout performance. The firm posted revenue of $15 billion, narrowly beating estimates of $14.95 billion and marking a strong 20% year-over-year (YOY) increase. The growth was fueled by soaring demand for AI semiconductors, while contributions from VMware added an extra boost to the top line, reinforcing Broadcom’s expanding footprint across both hardware and software.Broadcom’s semiconductor segment pulled in $8.4 billion in the quarter, up 17% from the same period last year. AI semiconductor revenue alone reached $4.4 billion, marking a sharp 46% YOY increase. Broadcom’s software segment, which includes VMware, also delivered a strong performance with sales climbing 25% YOY to $6.6 billion.On the profitability front, Broadcom reported adjusted EPS of $1.58, up more than 43% YOY and slightly ahead of the $1.57 per share expected by analysts. Adjusted EBITDA also surged 35% YOY, reaching $10 billion. At the close of the fiscal quarter, Broadcom held $9.47 billion in cash and cash equivalents, ticking up from $9.31 billion in the prior quarter and signaling steady liquidity levels.While reflecting on the Q2 performance, CEO Hock Tan noted that Broadcom is targeting $5.1 billion in AI chip sales for the third quarter, with strong support from its hyperscale partners who are continuing to invest heavily. Tan also signaled that the company’s AI momentum is expected to carry well into fiscal 2026.Looking ahead to Q3, the company is guiding for revenue of approximately $15.8 billion, signaling continued strength across both its semiconductor and software segments. On the profitability side, Broadcom projects adjusted EBITDA to be at least 66% of the forecast revenue figure. What Do Analysts Think About Broadcom Stock?Broadcom shares popped nearly 4% on June 24 after HSBC took a bullish stance, upgrading AVGO stock to “Buy” from “Hold” and setting a new price target of $400. The investment firm sees Broadcom as a major beneficiary of rising investment from hyperscalers in custom AI chips, with demand expected to grow over the next few years. HSBC believes Broadcom’s potential in this space is still underappreciated and could drive significant upside as the market shifts toward more advanced, higher-value ASIC projects.Broadcom continues to enjoy strong backing on Wall Street, with analysts firmly united behind a “Strong Buy” consensus rating. Of the 35 analysts offering recommendations, 31 analysts give it a solid “Strong Buy\" rating, one suggests a “Moderate Buy,” and the remaining three advocate for “Hold.” AVGO stock’s average analyst price target of $288 indicates only 9% potential upside from current price levels. However, HSBC’s ambitious target of $400 suggests that the stock can rally as much as 51% from here.www.barchart.com","news_type":1,"symbols_score_info":{"AVGO":1.1}},"isVote":1,"tweetType":1,"viewCount":1110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":446937485635632,"gmtCreate":1750136838861,"gmtModify":1750137460386,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"People usually talk shit after selling . He sold all Nvidia&nbsp;and TSM in Q1, then Q2 we see both rallied, smart Hedge Fund Manager ?","listText":"People usually talk shit after selling . He sold all Nvidia&nbsp;and TSM in Q1, then Q2 we see both rallied, smart Hedge Fund Manager ?","text":"People usually talk shit after selling . He sold all Nvidia and TSM in Q1, then Q2 we see both rallied, smart Hedge Fund Manager ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/446937485635632","repostId":"1173317982","repostType":2,"repost":{"id":"1173317982","kind":"news","pubTimestamp":1750131709,"share":"https://ttm.financial/m/news/1173317982?lang=&edition=fundamental","pubTime":"2025-06-17 11:41","market":"us","language":"en","title":"Hedge Fund Up 42% Last Year Offloads Its Biggest Winner Nvidia","url":"https://stock-news.laohu8.com/highlight/detail?id=1173317982","media":"Bloomberg","summary":"Hedge fund founder Jonah Cheng calls $Nvidia Corp.(NVDA)$ the best pick of his career. But he has now sold the last of his shares in the company, expressing doubts about the outlook for the $3.5 trill","content":"<div>\n<p>Hedge fund founder Jonah Cheng calls Nvidia Corp. the best pick of his career. But he has now sold the last of his shares in the company, expressing doubts about the outlook for the $3.5 trillion ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-06-16/hedge-fund-up-42-last-year-offloads-its-biggest-winner-nvidia\">Web Link</a>\n\n</div>\n","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>Hedge Fund Up 42% Last Year Offloads Its Biggest Winner Nvidia</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\">\nHedge Fund Up 42% Last Year Offloads Its Biggest Winner Nvidia\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-17 11:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-06-16/hedge-fund-up-42-last-year-offloads-its-biggest-winner-nvidia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Hedge fund founder Jonah Cheng calls Nvidia Corp. the best pick of his career. But he has now sold the last of his shares in the company, expressing doubts about the outlook for the $3.5 trillion ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-06-16/hedge-fund-up-42-last-year-offloads-its-biggest-winner-nvidia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","TSM":"台积电"},"source_url":"https://www.bloomberg.com/news/articles/2025-06-16/hedge-fund-up-42-last-year-offloads-its-biggest-winner-nvidia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173317982","content_text":"Hedge fund founder Jonah Cheng calls Nvidia Corp. the best pick of his career. But he has now sold the last of his shares in the company, expressing doubts about the outlook for the $3.5 trillion chipmaker.The former UBS Group AG analyst, whose tech-focused fund generated returns of 42% last year, was among the investors who rode Nvidia’s breakneck rise over the past decade. It was one of the first stocks he bought when he set up the Captain Global Fund in 2016, and he has reinvested multiple times since then.Now, he’s not so sure.Cheng sold his Nvidia shares in the first quarter, based on worries about delays connected to its GB200 racks. He points to inventory risks, a lack of upward revisions to earnings forecasts, competition from custom-designed chips and wider questions about the pace of spending from cloud computing companies as reasons he is avoiding the stock.“I really like Nvidia, which is the stock that helped me make the most money in my life,” said Cheng, whose fund has around $100 million of assets under management. “But when I need to sell, I need to sell. You can’t fall in love with a stock.”Nvidia’s shares have jumped more than 1,400% over the past five years, and it remains overwhelmingly favored by analysts. But a few skeptics are emerging. Seaport Global Securities gave the stock a rare sell rating on April 30, pointing to the odds of slowing AI budgets in 2026. Michael Burry, famous for his ‘big short’ against the US housing market, loaded up on bearish options on Nvidia earlier this year, although that may have been a hedge.Still, the Santa Clara, California-based chipmaker is a hard stock to bet against. Although Nvidia tumbled in the first quarter as surprising progress from China’s DeepSeek roiled tech stocks, it has now recouped all of its losses to trade up around 6% this year, based on Friday’s close. Signs of a detente between China and the US have helped, easing one of the biggest headaches for global chipmakers.Cheng, a star chip sector analyst at UBS before he became a hedge fund manager, said he hasn’t become a long-term bear on Nvidia. He would still buy the stock if the company revised its earnings outlook higher, and says he hasn’t taken a short position on Nvidia.Cheng also sold his shares in Taiwan Semiconductor Manufacturing Co., the world’s largest contract chipmaker, in late 2024. He cited geopolitical risks, as well as the lack of visibility about spending plans from cloud service providers.He currently favors smaller companies that supply to the tech giants. Among his top picks: AI server makers Celestica Inc. and Wiwynn Corp., cooling product manufacturer Asia Vital Components Co. and cable maker Credo Technology Group Holding Ltd.","news_type":1,"symbols_score_info":{"TSM":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":445670086037552,"gmtCreate":1749830398292,"gmtModify":1749830402463,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Don't need a Pro to know it is overpriced","listText":"Don't need a Pro to know it is overpriced","text":"Don't need a Pro to know it is overpriced","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/445670086037552","repostId":"2543687908","repostType":2,"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":444901854298128,"gmtCreate":1749636389525,"gmtModify":1749636393282,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"All in . Buy Buy Buy Nvidia","listText":"All in . Buy Buy Buy Nvidia","text":"All in . Buy Buy Buy Nvidia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/444901854298128","repostId":"1150933699","repostType":2,"repost":{"id":"1150933699","kind":"news","pubTimestamp":1749637470,"share":"https://ttm.financial/m/news/1150933699?lang=&edition=fundamental","pubTime":"2025-06-11 18:24","market":"us","language":"en","title":"Nvidia Teams Up With Startup Mistral as Part of European AI Push","url":"https://stock-news.laohu8.com/highlight/detail?id=1150933699","media":"Bloomberg","summary":"Nvidia's Huang: We Are Building AI Technology Centers In Seven Different Countries; Europe Is Building 20 More AI Gigafactories","content":"<div>\n<p>Nvidia Corp. announced a raft of projects aimed at bolstering artificial-intelligence infrastructure across Europe, including an expanded partnership with French startup Mistral AI.Chief Executive ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-06-11/nvidia-teams-up-with-startup-mistral-as-part-of-european-ai-push\">Web Link</a>\n\n</div>\n","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>Nvidia Teams Up With Startup Mistral as Part of European AI Push</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\">\nNvidia Teams Up With Startup Mistral as Part of European AI Push\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-11 18:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-06-11/nvidia-teams-up-with-startup-mistral-as-part-of-european-ai-push><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corp. announced a raft of projects aimed at bolstering artificial-intelligence infrastructure across Europe, including an expanded partnership with French startup Mistral AI.Chief Executive ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-06-11/nvidia-teams-up-with-startup-mistral-as-part-of-european-ai-push\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.bloomberg.com/news/articles/2025-06-11/nvidia-teams-up-with-startup-mistral-as-part-of-european-ai-push","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150933699","content_text":"Nvidia Corp. announced a raft of projects aimed at bolstering artificial-intelligence infrastructure across Europe, including an expanded partnership with French startup Mistral AI.Chief Executive Officer Jensen Huang made the announcements during a joint Nvidia-VivaTech event in Paris, part of a globe-trotting campaign to promote the adoption of AI and his company’s products. A data center buildout is needed in Europe to help countries there catch up in deploying the technology, he said.The chipmaker is trying to expand the market for AI accelerators — the processors used to develop and run artificial intelligence models. Nvidia is pushing for countries to deploy technology on a national level and trying to make it easier for individual companies to get the benefits from AI.In France, Nvidia will team up with Mistral to use local AI computing to run the startup’s services. An offering called Mistral Compute will tap 18,000 new Grace Blackwell chips from Nvidia. It will be developed in Mistral’s data center in Essonne, France, and the company plans to roll it out to other locations in Europe.In the UK, AI firms Nebius Group and Nscale Global Holdings Ltd. will use “thousands” of such semiconductors for their own platforms. Other countries, including Italy and Armenia, also are installing new hardware, Nvidia said.In Europe, Nvidia is working with 1.5 million developers and 9,600 businesses, as well as 7,000 startups in what the company calls its inception program.“The only thing that’s missing is infrastructure,” Dion Harris, Nvidia’s director of data center and high-performance computing, said in a briefing ahead of the presentations. Nvidia is working with cloud and telecommunications companies across Europe, he said.Europe has lagged behind the US in developing the infrastructure for AI and hasn’t matched the spending promised in other regions. Huang said at an event in London on Monday with UK Prime Minister Keir Starmer that a lack of infrastructure was holding back growth in a country that otherwise had the expertise and startups to be a global competitor in AI.Huang said at the GTC-VivaTech event that more than 20 so-called AI factories are being planned and built across Europe in the next two years, with “several” of them being “gigafactories.” The larger facilities will be home to over 100,000 chips. It calculates that AI hardware capacity in Europe will grow by three times next year.“We will increase the amount of AI computing capacity in Europe by a factor of 10,” he said.Santa Clara, California-based Nvidia has transformed its fortunes over the last three years and now gets almost as much revenue per quarter as Intel Corp., its longtime nemesis, gets in a year.Much of that money come from AI accelerator chips, which are used by a cadre of giant companies to develop AI software and services. That group, which includes Microsoft Corp. and Meta Platforms Inc., provides about half of Nvidia’s total sales. The chipmaker is looking to reach a wider market by promoting the use of smaller-scale systems by companies and countries.Adding to a previous announcement, Nvidia said Amazon.com Inc.’s AWS, Mistral and others are joining the chipmaker’s Lepton service, which helps connect AI developers with the computing hardware they need.Nvidia said that European countries need help to get AI models deployed that are based on local languages and data. It’s providing software and services that will accelerate those efforts.Separately, Nvidia said that vehicles using its chips and software are starting to appear on the road — the result of years of work. Mercedes-Benz Group AG’s CLA models and forthcoming vehicles from Volvo and Jaguar will rely on its Drive platform.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":440187767251704,"gmtCreate":1748505906174,"gmtModify":1748505909337,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Could have been much better. Why shoot your own foot restricting sales thinking you are the only country capable of producing AI Chip . Maybe for now but not forever&nbsp;","listText":"Could have been much better. Why shoot your own foot restricting sales thinking you are the only country capable of producing AI Chip . Maybe for now but not forever&nbsp;","text":"Could have been much better. Why shoot your own foot restricting sales thinking you are the only country capable of producing AI Chip . Maybe for now but not forever","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/440187767251704","repostId":"2539171409","repostType":2,"repost":{"id":"2539171409","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1748505760,"share":"https://ttm.financial/m/news/2539171409?lang=&edition=fundamental","pubTime":"2025-05-29 16:02","market":"nz","language":"en","title":"Nvidia Shares Rise 5.6% As Sales Hit From China Export Curbs Not As Bad As Feared","url":"https://stock-news.laohu8.com/highlight/detail?id=2539171409","media":"Reuters","summary":"May 28 (Reuters) - Nvidia beat quarterly sales expectations as customers stockpiled its AI chips before fresh U.S. curbs on China exports took effect, but the same restrictions will slice off $8 billi","content":"<html><head></head><body><p>May 28 (Reuters) - Nvidia beat quarterly sales expectations as customers stockpiled its AI chips before fresh U.S. curbs on China exports took effect, but the same restrictions will slice off $8 billion in sales from the company&#39;s current quarter, forcing the company to offer a forecast below Wall Street estimates on Wednesday.</p><p>Shares of the world&#39;s most valuable semiconductor firm still rose 5.6% in premarket trading as investors digested news that the hit in the current fiscal second quarter was not as bad as feared, and Nvidia talked up demand for its new Blackwell chips from customers including Microsoft MSFT.O. The stock is relatively flat so far this year, compared with 2024 when the shares nearly tripled in value. Nvidia now faces trade restrictions on what it can sell, and the AI data center market is also maturing.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/22c042d86d5485f57d4fbd5a3762eb59\" tg-width=\"780\" tg-height=\"832\"/></p><p>Washington&#39;s years-long efforts to thwart Beijing&#39;s access to top-of-the-line U.S. technology have resulted in stricter restrictions on the export of Nvidia&#39;s AI chips - stifling the company&#39;s access to one of the largest markets for semiconductors.</p><p>Midway through a conference call with analysts, CEO Jensen Huang made impassioned remarks about U.S.-China policy, saying that Nvidia was at risk of being cut off from China&#39;s massive AI developer base and arguing that China&#39;s chip industry was sophisticated and closing in on the United States&#39; dominance. But he praised U.S. President Donald Trump&#39;s recent move to rescind a so-called AI diffusion rule that would have regulated global flows of U.S. AI chips.</p><p>&#34;President Trump wants America to win. And he also realizes that we&#39;re not the only country in the race,&#34; Huang said.</p><p>Huang told analysts that Nvidia&#39;s Hopper chips could no longer be modified for the Chinese market but did not comment on its Blackwell chips. Reuters has reported that Nvidia is preparing a Blackwell variant for the Chinese market.</p><p>Though unlikely to make up for the loss in Chinese revenue, a spate of new deals that Nvidia signed earlier this month in the Middle East could offer fresh avenues of growth - including the first phases of a 10-square-mile data center site in the United Arab Emirates that could eventually use 5 gigawatts&#39; worth of AI infrastructure. The company has also announced similar deals in Saudi Arabia and Taiwan.</p><p>&#34;We have a line of sight to projects requiring tens of gigawatts of Nvidia AI infrastructure in the not-too-distant future,&#34; Nvidia Chief Financial Officer Colette Kress said on the conference call.</p><p>But in the shorter term, restrictions on China exports will hurt. Kress said data center revenue in that country declined.</p><p>U.S. restrictions on the sale of Nvidia&#39;s H20 chips to China, the only AI processors it could legally export to the country, prompted Nvidia to disclose in April that it expected a $5.5 billion charge, while Huang had in May pegged the revenue impact related to the restrictions at about $15 billion. On Wednesday, Nvidia said the actual first-quarter charge due to the H20 restrictions was $1 billion less than expected because it was able to reuse some materials. It said it lost $2.5 billion in H20 sales in the first quarter and expected to miss $8 billion in the second quarter.</p><p>However, Nvidia also said the H20 brought in $4.6 billion in sales in the first quarter and that China accounted for 12.5% of overall revenue in the first quarter.</p><p>Gil Luria, an analyst with D.A. Davidson, said the overall impact of the H20 restrictions was less than feared.</p><p>&#34;There was a removal of some China revenue from the July quarter guides, but there was also China revenue that was pulled into the first quarter. Chinese buyers were stocking up on H20 ahead of the restrictions, which is what propped up the April quarter,&#34; Luria said.</p><p>Though major cloud companies such as Microsoft MSFT.O and Alphabet GOOGL.O have stood their ground on the billions they have earmarked this year for spending on expanding infrastructure for AI data centers, worries about such spending persist amid rapidly changing global trade policies.</p><p>On an adjusted basis, Nvidia earned 81 cents per share in the first quarter. Analyst estimates varied widely as Wall Street tried to assess the impact of restrictions on some of Nvidia&#39;s chip sales to China.</p><p>Excluding the charges, first-quarter adjusted earnings per share would have been 96 cents.</p><p>According to data compiled by LSEG, the estimate for the company&#39;s adjusted quarterly earnings was 93 cents per share, with 17 analysts providing estimates after April 15 when Nvidia said H20 shipments would require additional licenses.</p><p>Nvidia&#39;s data center segment revenue was $39.1 billion in the first quarter, compared with analyst estimates of $39.3 billion, according to LSEG data.</p><p>The company said it has $29.8 billion in commitments to have its products manufactured, an increase from the year before but down quarter-over-quarter.</p><p>Nvidia, a bellwether of the artificial-intelligence market, expects revenue of $45 billion, plus or minus 2%, in the second quarter, compared with analysts&#39; average estimate of $45.90 billion, according to data compiled by LSEG.</p><p>The forecast includes a loss in H20 revenue of about $8 billion due to the recent export limitations.</p><p>&#34;The broader concern is that trade tensions and potential tariff impacts on data center expansion could create headwinds for AI chip demand in upcoming quarters,&#34; said Emarketer analyst Jacob Bourne. &#34;This doesn&#39;t signal an end to Nvidia&#39;s dominance, but highlights that sustaining it will require navigating an increasingly complex landscape of geopolitical, competitive, and economic challenges.&#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>Nvidia Shares Rise 5.6% As Sales Hit From China Export Curbs Not As Bad As Feared</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\">\nNvidia Shares Rise 5.6% As Sales Hit From China Export Curbs Not As Bad As Feared\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-05-29 16:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>May 28 (Reuters) - Nvidia beat quarterly sales expectations as customers stockpiled its AI chips before fresh U.S. curbs on China exports took effect, but the same restrictions will slice off $8 billion in sales from the company&#39;s current quarter, forcing the company to offer a forecast below Wall Street estimates on Wednesday.</p><p>Shares of the world&#39;s most valuable semiconductor firm still rose 5.6% in premarket trading as investors digested news that the hit in the current fiscal second quarter was not as bad as feared, and Nvidia talked up demand for its new Blackwell chips from customers including Microsoft MSFT.O. The stock is relatively flat so far this year, compared with 2024 when the shares nearly tripled in value. Nvidia now faces trade restrictions on what it can sell, and the AI data center market is also maturing.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/22c042d86d5485f57d4fbd5a3762eb59\" tg-width=\"780\" tg-height=\"832\"/></p><p>Washington&#39;s years-long efforts to thwart Beijing&#39;s access to top-of-the-line U.S. technology have resulted in stricter restrictions on the export of Nvidia&#39;s AI chips - stifling the company&#39;s access to one of the largest markets for semiconductors.</p><p>Midway through a conference call with analysts, CEO Jensen Huang made impassioned remarks about U.S.-China policy, saying that Nvidia was at risk of being cut off from China&#39;s massive AI developer base and arguing that China&#39;s chip industry was sophisticated and closing in on the United States&#39; dominance. But he praised U.S. President Donald Trump&#39;s recent move to rescind a so-called AI diffusion rule that would have regulated global flows of U.S. AI chips.</p><p>&#34;President Trump wants America to win. And he also realizes that we&#39;re not the only country in the race,&#34; Huang said.</p><p>Huang told analysts that Nvidia&#39;s Hopper chips could no longer be modified for the Chinese market but did not comment on its Blackwell chips. Reuters has reported that Nvidia is preparing a Blackwell variant for the Chinese market.</p><p>Though unlikely to make up for the loss in Chinese revenue, a spate of new deals that Nvidia signed earlier this month in the Middle East could offer fresh avenues of growth - including the first phases of a 10-square-mile data center site in the United Arab Emirates that could eventually use 5 gigawatts&#39; worth of AI infrastructure. The company has also announced similar deals in Saudi Arabia and Taiwan.</p><p>&#34;We have a line of sight to projects requiring tens of gigawatts of Nvidia AI infrastructure in the not-too-distant future,&#34; Nvidia Chief Financial Officer Colette Kress said on the conference call.</p><p>But in the shorter term, restrictions on China exports will hurt. Kress said data center revenue in that country declined.</p><p>U.S. restrictions on the sale of Nvidia&#39;s H20 chips to China, the only AI processors it could legally export to the country, prompted Nvidia to disclose in April that it expected a $5.5 billion charge, while Huang had in May pegged the revenue impact related to the restrictions at about $15 billion. On Wednesday, Nvidia said the actual first-quarter charge due to the H20 restrictions was $1 billion less than expected because it was able to reuse some materials. It said it lost $2.5 billion in H20 sales in the first quarter and expected to miss $8 billion in the second quarter.</p><p>However, Nvidia also said the H20 brought in $4.6 billion in sales in the first quarter and that China accounted for 12.5% of overall revenue in the first quarter.</p><p>Gil Luria, an analyst with D.A. Davidson, said the overall impact of the H20 restrictions was less than feared.</p><p>&#34;There was a removal of some China revenue from the July quarter guides, but there was also China revenue that was pulled into the first quarter. Chinese buyers were stocking up on H20 ahead of the restrictions, which is what propped up the April quarter,&#34; Luria said.</p><p>Though major cloud companies such as Microsoft MSFT.O and Alphabet GOOGL.O have stood their ground on the billions they have earmarked this year for spending on expanding infrastructure for AI data centers, worries about such spending persist amid rapidly changing global trade policies.</p><p>On an adjusted basis, Nvidia earned 81 cents per share in the first quarter. Analyst estimates varied widely as Wall Street tried to assess the impact of restrictions on some of Nvidia&#39;s chip sales to China.</p><p>Excluding the charges, first-quarter adjusted earnings per share would have been 96 cents.</p><p>According to data compiled by LSEG, the estimate for the company&#39;s adjusted quarterly earnings was 93 cents per share, with 17 analysts providing estimates after April 15 when Nvidia said H20 shipments would require additional licenses.</p><p>Nvidia&#39;s data center segment revenue was $39.1 billion in the first quarter, compared with analyst estimates of $39.3 billion, according to LSEG data.</p><p>The company said it has $29.8 billion in commitments to have its products manufactured, an increase from the year before but down quarter-over-quarter.</p><p>Nvidia, a bellwether of the artificial-intelligence market, expects revenue of $45 billion, plus or minus 2%, in the second quarter, compared with analysts&#39; average estimate of $45.90 billion, according to data compiled by LSEG.</p><p>The forecast includes a loss in H20 revenue of about $8 billion due to the recent export limitations.</p><p>&#34;The broader concern is that trade tensions and potential tariff impacts on data center expansion could create headwinds for AI chip demand in upcoming quarters,&#34; said Emarketer analyst Jacob Bourne. &#34;This doesn&#39;t signal an end to Nvidia&#39;s dominance, but highlights that sustaining it will require navigating an increasingly complex landscape of geopolitical, competitive, and economic challenges.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250528:nL3N3S01HU:3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2539171409","content_text":"May 28 (Reuters) - Nvidia beat quarterly sales expectations as customers stockpiled its AI chips before fresh U.S. curbs on China exports took effect, but the same restrictions will slice off $8 billion in sales from the company's current quarter, forcing the company to offer a forecast below Wall Street estimates on Wednesday.Shares of the world's most valuable semiconductor firm still rose 5.6% in premarket trading as investors digested news that the hit in the current fiscal second quarter was not as bad as feared, and Nvidia talked up demand for its new Blackwell chips from customers including Microsoft MSFT.O. The stock is relatively flat so far this year, compared with 2024 when the shares nearly tripled in value. Nvidia now faces trade restrictions on what it can sell, and the AI data center market is also maturing.Washington's years-long efforts to thwart Beijing's access to top-of-the-line U.S. technology have resulted in stricter restrictions on the export of Nvidia's AI chips - stifling the company's access to one of the largest markets for semiconductors.Midway through a conference call with analysts, CEO Jensen Huang made impassioned remarks about U.S.-China policy, saying that Nvidia was at risk of being cut off from China's massive AI developer base and arguing that China's chip industry was sophisticated and closing in on the United States' dominance. But he praised U.S. President Donald Trump's recent move to rescind a so-called AI diffusion rule that would have regulated global flows of U.S. AI chips.\"President Trump wants America to win. And he also realizes that we're not the only country in the race,\" Huang said.Huang told analysts that Nvidia's Hopper chips could no longer be modified for the Chinese market but did not comment on its Blackwell chips. Reuters has reported that Nvidia is preparing a Blackwell variant for the Chinese market.Though unlikely to make up for the loss in Chinese revenue, a spate of new deals that Nvidia signed earlier this month in the Middle East could offer fresh avenues of growth - including the first phases of a 10-square-mile data center site in the United Arab Emirates that could eventually use 5 gigawatts' worth of AI infrastructure. The company has also announced similar deals in Saudi Arabia and Taiwan.\"We have a line of sight to projects requiring tens of gigawatts of Nvidia AI infrastructure in the not-too-distant future,\" Nvidia Chief Financial Officer Colette Kress said on the conference call.But in the shorter term, restrictions on China exports will hurt. Kress said data center revenue in that country declined.U.S. restrictions on the sale of Nvidia's H20 chips to China, the only AI processors it could legally export to the country, prompted Nvidia to disclose in April that it expected a $5.5 billion charge, while Huang had in May pegged the revenue impact related to the restrictions at about $15 billion. On Wednesday, Nvidia said the actual first-quarter charge due to the H20 restrictions was $1 billion less than expected because it was able to reuse some materials. It said it lost $2.5 billion in H20 sales in the first quarter and expected to miss $8 billion in the second quarter.However, Nvidia also said the H20 brought in $4.6 billion in sales in the first quarter and that China accounted for 12.5% of overall revenue in the first quarter.Gil Luria, an analyst with D.A. Davidson, said the overall impact of the H20 restrictions was less than feared.\"There was a removal of some China revenue from the July quarter guides, but there was also China revenue that was pulled into the first quarter. Chinese buyers were stocking up on H20 ahead of the restrictions, which is what propped up the April quarter,\" Luria said.Though major cloud companies such as Microsoft MSFT.O and Alphabet GOOGL.O have stood their ground on the billions they have earmarked this year for spending on expanding infrastructure for AI data centers, worries about such spending persist amid rapidly changing global trade policies.On an adjusted basis, Nvidia earned 81 cents per share in the first quarter. Analyst estimates varied widely as Wall Street tried to assess the impact of restrictions on some of Nvidia's chip sales to China.Excluding the charges, first-quarter adjusted earnings per share would have been 96 cents.According to data compiled by LSEG, the estimate for the company's adjusted quarterly earnings was 93 cents per share, with 17 analysts providing estimates after April 15 when Nvidia said H20 shipments would require additional licenses.Nvidia's data center segment revenue was $39.1 billion in the first quarter, compared with analyst estimates of $39.3 billion, according to LSEG data.The company said it has $29.8 billion in commitments to have its products manufactured, an increase from the year before but down quarter-over-quarter.Nvidia, a bellwether of the artificial-intelligence market, expects revenue of $45 billion, plus or minus 2%, in the second quarter, compared with analysts' average estimate of $45.90 billion, according to data compiled by LSEG.The forecast includes a loss in H20 revenue of about $8 billion due to the recent export limitations.\"The broader concern is that trade tensions and potential tariff impacts on data center expansion could create headwinds for AI chip demand in upcoming quarters,\" said Emarketer analyst Jacob Bourne. \"This doesn't signal an end to Nvidia's dominance, but highlights that sustaining it will require navigating an increasingly complex landscape of geopolitical, competitive, and economic challenges.\"","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":440104468701320,"gmtCreate":1748485676298,"gmtModify":1748485679265,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"He will fire all Judges","listText":"He will fire all Judges","text":"He will fire all Judges","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/440104468701320","repostId":"2539040797","repostType":2,"repost":{"id":"2539040797","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1748475074,"share":"https://ttm.financial/m/news/2539040797?lang=&edition=fundamental","pubTime":"2025-05-29 07:31","market":"nz","language":"en","title":"US Court Blocks Trump's \"Liberation Day\" Tariffs; Nasdaq Futures up 1.5%; Nvidia Soars 5%; Tesla, AMD up 2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2539040797","media":"Reuters","summary":"UPDATE 1-US court blocks Trump's 'Liberation Day' tariffsCourt blocks Trump's tariffs, citing overreach of authorityConstitution grants Congress power to regulate international commerceLiberty Justice","content":"<html><head></head><body><p>US stock futures extended gains. Nasdaq futures up 1.5%, S&amp;P 500 futures up 1% and Dow futures up 0.8%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/999850c1c4d670ae7059d68f989a0c1e\" tg-width=\"347\" tg-height=\"163\"/></p><p>Big tech stocks rose in extended trading. Nvidia rose 5%; Micron, Amazon, SMCI up 3%; Tesla, AMD, TSMC, Apple rose 2%; Meta, Alphabet rose 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10979b6f84db9021e73fcfe481e6e5c0\" tg-width=\"379\" tg-height=\"369\"/></p><p>A U.S. federal court on Wednesday blocked President Donald Trump&#39;s &#34;Liberation Day&#34; tariffs from going into effect, ruling that the president overstepped his authority by imposing across-the-board duties on imports from nations that sell more to the United States than they buy.</p><p>The Manhattan-based Court of International Trade said the U.S. Constitution gives the U.S. Congress exclusive powers to regulate commerce with other countries that are not trumped by the president&#39;s emergency powers to safeguard the U.S. economy.</p><p>The lawsuit, filed by the nonpartisan Liberty Justice Center on behalf of five small U.S. businesses that import goods from countries targeted by the duties, was the first major legal challenge to Trump&#39;s tariffs.</p><p>The companies - which range from a New York wine and spirits importer to a Virginia-based maker of educational kits and musical instruments - have said the tariffs will hurt their ability to do business.</p><p>The lawsuit is one of seven court challenges to Trump&#39;s tariff policies, along with challenges from 13 U.S. states and other groups of small businesses.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Court Blocks Trump's \"Liberation Day\" Tariffs; Nasdaq Futures up 1.5%; Nvidia Soars 5%; Tesla, AMD up 2%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Court Blocks Trump's \"Liberation Day\" Tariffs; Nasdaq Futures up 1.5%; Nvidia Soars 5%; Tesla, AMD up 2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-05-29 07:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>US stock futures extended gains. Nasdaq futures up 1.5%, S&amp;P 500 futures up 1% and Dow futures up 0.8%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/999850c1c4d670ae7059d68f989a0c1e\" tg-width=\"347\" tg-height=\"163\"/></p><p>Big tech stocks rose in extended trading. Nvidia rose 5%; Micron, Amazon, SMCI up 3%; Tesla, AMD, TSMC, Apple rose 2%; Meta, Alphabet rose 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10979b6f84db9021e73fcfe481e6e5c0\" tg-width=\"379\" tg-height=\"369\"/></p><p>A U.S. federal court on Wednesday blocked President Donald Trump&#39;s &#34;Liberation Day&#34; tariffs from going into effect, ruling that the president overstepped his authority by imposing across-the-board duties on imports from nations that sell more to the United States than they buy.</p><p>The Manhattan-based Court of International Trade said the U.S. Constitution gives the U.S. Congress exclusive powers to regulate commerce with other countries that are not trumped by the president&#39;s emergency powers to safeguard the U.S. economy.</p><p>The lawsuit, filed by the nonpartisan Liberty Justice Center on behalf of five small U.S. businesses that import goods from countries targeted by the duties, was the first major legal challenge to Trump&#39;s tariffs.</p><p>The companies - which range from a New York wine and spirits importer to a Virginia-based maker of educational kits and musical instruments - have said the tariffs will hurt their ability to do business.</p><p>The lawsuit is one of seven court challenges to Trump&#39;s tariff policies, along with challenges from 13 U.S. states and other groups of small businesses.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","GOOG":"谷歌","AAPL":"苹果","AMZN":"亚马逊","MSFT":"微软","META":"Meta Platforms, Inc.","NVDA":"英伟达"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250528:nL2N3S0195:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2539040797","content_text":"US stock futures extended gains. Nasdaq futures up 1.5%, S&P 500 futures up 1% and Dow futures up 0.8%.Big tech stocks rose in extended trading. Nvidia rose 5%; Micron, Amazon, SMCI up 3%; Tesla, AMD, TSMC, Apple rose 2%; Meta, Alphabet rose 1%.A U.S. federal court on Wednesday blocked President Donald Trump's \"Liberation Day\" tariffs from going into effect, ruling that the president overstepped his authority by imposing across-the-board duties on imports from nations that sell more to the United States than they buy.The Manhattan-based Court of International Trade said the U.S. Constitution gives the U.S. Congress exclusive powers to regulate commerce with other countries that are not trumped by the president's emergency powers to safeguard the U.S. economy.The lawsuit, filed by the nonpartisan Liberty Justice Center on behalf of five small U.S. businesses that import goods from countries targeted by the duties, was the first major legal challenge to Trump's tariffs.The companies - which range from a New York wine and spirits importer to a Virginia-based maker of educational kits and musical instruments - have said the tariffs will hurt their ability to do business.The lawsuit is one of seven court challenges to Trump's tariff policies, along with challenges from 13 U.S. states and other groups of small businesses.","news_type":1,"symbols_score_info":{"YMmain":1.1,"META":1.1,"GOOG":1.1,"MSFT":1.1,"AMZN":1.1,"NVDA":1.1,"ESmain":1.1,"TSLA":1.1,"AAPL":1.1,"NQmain":1.1}},"isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":440103858717312,"gmtCreate":1748485599166,"gmtModify":1748486472196,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Musk needs to continue to be politician . I enjoyed watching him on stage with chainsa, would be nice to see him on stage again with Bulldozer or something bigger","listText":"Musk needs to continue to be politician . I enjoyed watching him on stage with chainsa, would be nice to see him on stage again with Bulldozer or something bigger","text":"Musk needs to continue to be politician . I enjoyed watching him on stage with chainsa, would be nice to see him on stage again with Bulldozer or something bigger","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/440103858717312","repostId":"2539400240","repostType":2,"repost":{"id":"2539400240","kind":"live","pubTimestamp":1748477603,"share":"https://ttm.financial/m/news/2539400240?lang=&edition=fundamental","pubTime":"2025-05-29 08:13","market":"nz","language":"en","title":"Musk Says His Scheduled Time as a Special Government Employee Is Coming to an End","url":"https://stock-news.laohu8.com/highlight/detail?id=2539400240","media":"THOMSON REUTERS","summary":"Musk Says His Scheduled Time as a Special Government Employee Is Coming to an End","content":"<html><head></head><body><p>Musk Says His Scheduled Time as a Special Government Employee Is Coming to an End</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/467cc803846ddd6a693a8ff7e7063828\" tg-width=\"601\" tg-height=\"263\"/></p><p></p></body></html>","source":"reuters_en_live","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Musk Says His Scheduled Time as a Special Government Employee Is Coming to an End</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\">\nMusk Says His Scheduled Time as a Special Government Employee Is Coming to an End\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-29 08:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250529:nS0N3R105C:1><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Musk Says His Scheduled Time as a Special Government Employee Is Coming to an End</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250529:nS0N3R105C:1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4551":"寇图资本持仓","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250529:nS0N3R105C:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2539400240","content_text":"Musk Says His Scheduled Time as a Special Government Employee Is Coming to an End","news_type":1,"symbols_score_info":{"TSLA":0.9,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":408567535985128,"gmtCreate":1740764660754,"gmtModify":1741329955400,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"last 4 quarters , actual result is always around 2 Billion more than forecast given. Latestquarter seems like revenue decelerating, growth of 12% QoQ compared to 17% of last quarter . Management gave forecast of 43B in coming quarter result and if trend of 2 Billion actual more than forecast. It means we are looking at 45B actual and will also translate to 15% QoQ growth,&nbsp;acceleration . Remember Blackwell is in full Production Ramp now.","listText":"last 4 quarters , actual result is always around 2 Billion more than forecast given. Latestquarter seems like revenue decelerating, growth of 12% QoQ compared to 17% of last quarter . Management gave forecast of 43B in coming quarter result and if trend of 2 Billion actual more than forecast. It means we are looking at 45B actual and will also translate to 15% QoQ growth,&nbsp;acceleration . Remember Blackwell is in full Production Ramp now.","text":"last 4 quarters , actual result is always around 2 Billion more than forecast given. Latestquarter seems like revenue decelerating, growth of 12% QoQ compared to 17% of last quarter . Management gave forecast of 43B in coming quarter result and if trend of 2 Billion actual more than forecast. It means we are looking at 45B actual and will also translate to 15% QoQ growth, acceleration . Remember Blackwell is in full Production Ramp now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/408567535985128","repostId":"2514756329","repostType":4,"isVote":1,"tweetType":1,"viewCount":996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365633565065384,"gmtCreate":1730266578566,"gmtModify":1730266642276,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"You are stupid to sell TSM if bullish about semicon . I believe the writer is also stupid","listText":"You are stupid to sell TSM if bullish about semicon . I believe the writer is also stupid","text":"You are stupid to sell TSM if bullish about semicon . I believe the writer is also stupid","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365633565065384","repostId":"2479426721","repostType":2,"isVote":1,"tweetType":1,"viewCount":1163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333373247242496,"gmtCreate":1722434968731,"gmtModify":1722434973822,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Surge 11% not because of Morgan Stanley . It is because AMD reported good result yesterday and everyone is buying Nvidia now","listText":"Surge 11% not because of Morgan Stanley . It is because AMD reported good result yesterday and everyone is buying Nvidia now","text":"Surge 11% not because of Morgan Stanley . It is because AMD reported good result yesterday and everyone is buying Nvidia now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/333373247242496","repostId":"1196438594","repostType":2,"repost":{"id":"1196438594","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":1722434700,"share":"https://ttm.financial/m/news/1196438594?lang=&edition=fundamental","pubTime":"2024-07-31 22:05","market":"us","language":"en","title":"Nvidia Stock Surges 11% After AMD Results and Morgan Stanley Names It a Top Pick","url":"https://stock-news.laohu8.com/highlight/detail?id=1196438594","media":"Tiger Newspress","summary":"Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winne","content":"<html><head></head><body><p>Nvidia shares surged 11% Wednesday after peer AMD reported better-than-expected second-quarter earnings and revenue and said revenue this quarter would top expectations. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/afc910df13d25c47a75223149d130565\" title=\"\" tg-width=\"874\" tg-height=\"626\"/></p><p>Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.</p><p style=\"text-align: start;\">“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.</p><p style=\"text-align: start;\">Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winners and embraced laggards of the bull market — such as small caps. Moore also listed a large list of concerns hitting Nvidia lately including competition, possible export controls and valuation.</p><p style=\"text-align: start;\">Those worries are likely to “fade with time,” he wrote in the Wednesday note.</p><p>Morgan Stanley rates Nvidia as overweight and has a $144 price target, which represents a 38% rally from Tuesday’s close.</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 Surges 11% After AMD Results and Morgan Stanley Names It a Top Pick</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 Surges 11% After AMD Results and Morgan Stanley Names It a Top Pick\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\">2024-07-31 22:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia shares surged 11% Wednesday after peer AMD reported better-than-expected second-quarter earnings and revenue and said revenue this quarter would top expectations. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/afc910df13d25c47a75223149d130565\" title=\"\" tg-width=\"874\" tg-height=\"626\"/></p><p>Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.</p><p style=\"text-align: start;\">“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.</p><p style=\"text-align: start;\">Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winners and embraced laggards of the bull market — such as small caps. Moore also listed a large list of concerns hitting Nvidia lately including competition, possible export controls and valuation.</p><p style=\"text-align: start;\">Those worries are likely to “fade with time,” he wrote in the Wednesday note.</p><p>Morgan Stanley rates Nvidia as overweight and has a $144 price target, which represents a 38% rally from Tuesday’s close.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196438594","content_text":"Nvidia shares surged 11% Wednesday after peer AMD reported better-than-expected second-quarter earnings and revenue and said revenue this quarter would top expectations. Morgan Stanley said the July sell-off in Nvidia has gone too far and it’s time for investors to buy the dip. The firm moved the stock back to “top pick” status in the chip space.“The selloff presents a good entry point as we continue to hear strong data points short term and long term, with overblown competitive concerns,” wrote analyst Joseph Moore.Nvidia shares are off 16% this month and 26% from their all-time high as investors rotated out of some of the big artificial intelligence tech winners and embraced laggards of the bull market — such as small caps. Moore also listed a large list of concerns hitting Nvidia lately including competition, possible export controls and valuation.Those worries are likely to “fade with time,” he wrote in the Wednesday note.Morgan Stanley rates Nvidia as overweight and has a $144 price target, which represents a 38% rally from Tuesday’s close.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":438770558324744,"gmtCreate":1748155919716,"gmtModify":1748160504704,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"I would say Trump looks handsome and intelligent if he promise not to do stir any shit that will bring down Nvidia price&nbsp;","listText":"I would say Trump looks handsome and intelligent if he promise not to do stir any shit that will bring down Nvidia price&nbsp;","text":"I would say Trump looks handsome and intelligent if he promise not to do stir any shit that will bring down Nvidia price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/438770558324744","repostId":"2537195617","repostType":2,"repost":{"id":"2537195617","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1748129152,"share":"https://ttm.financial/m/news/2537195617?lang=&edition=fundamental","pubTime":"2025-05-25 07:25","market":"nz","language":"en","title":"Nvidia CEO Calls Trump Re-Industrialisation Policies \"Visionary\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2537195617","media":"Reuters","summary":"Nvidia CEO calls Trump re-industrialisation policies 'visionary'By Supantha Mukherjee","content":"<html><head></head><body><p>NORRKOPING, Sweden, May 24 (Reuters) - Nvidia NVDA.O CEO Jensen Huang on Saturday praised U.S. President Donald Trump&#39;s efforts to boost U.S. technology as the leading chipmaker announced a partnership with a group of Swedish businesses to develop AI infrastructure in Sweden.</p><p>Nvidia will provide its latest generation AI data centre platform to a group of Swedish companies, including telecoms gear maker Ericsson ERICb.ST and drug developer AstraZeneca AZN.L.</p><p>Nvidia has announced a number of similar partnerships in recent weeks in Saudi Arabia and the UAE after the Trump administration rescinded a rule put in place by previous President Joe Biden that would have restricted exports of AI chips.</p><p>Huang, who had earlier called controls &#34;a failure,&#34; said President Donald Trump wanted U.S. firms to &#34;win&#34;.</p><p>&#34;American technology companies were very successful in China four years ago, we have lost about 50% of the market share and competitors have grown,&#34; he said on Saturday in Norrkoping, where he was due to receive an honorary doctorate from Linkoping University.</p><p>&#34;The President would like American technology to win with Nvidia and American companies to sell chips all over the world and to generate revenues, tax revenues, invest and build in the United States,&#34; he said.</p><p>The Trump administration has introduced sweeping tariffs saying they would stimulate growth, bring home manufacturing jobs and raise tax revenues.</p><p>Many businesses and economists, though, have warned tariffs could have the opposite effect and lead to a recession in the United States and a global downturn by pushing up costs, upending supply chains and hurting consumer and business confidence.</p><p>Huang said many policies related to re-industrialisation were &#34;very visionary&#34;.</p><p>&#34;Manufacturing in the United States, securing our supply chain, having real resilience, redundancy and diversity in our manufacturing supply chain - all of that is excellent,&#34; he 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>Nvidia CEO Calls Trump Re-Industrialisation Policies \"Visionary\"</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 CEO Calls Trump Re-Industrialisation Policies \"Visionary\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-05-25 07:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NORRKOPING, Sweden, May 24 (Reuters) - Nvidia NVDA.O CEO Jensen Huang on Saturday praised U.S. President Donald Trump&#39;s efforts to boost U.S. technology as the leading chipmaker announced a partnership with a group of Swedish businesses to develop AI infrastructure in Sweden.</p><p>Nvidia will provide its latest generation AI data centre platform to a group of Swedish companies, including telecoms gear maker Ericsson ERICb.ST and drug developer AstraZeneca AZN.L.</p><p>Nvidia has announced a number of similar partnerships in recent weeks in Saudi Arabia and the UAE after the Trump administration rescinded a rule put in place by previous President Joe Biden that would have restricted exports of AI chips.</p><p>Huang, who had earlier called controls &#34;a failure,&#34; said President Donald Trump wanted U.S. firms to &#34;win&#34;.</p><p>&#34;American technology companies were very successful in China four years ago, we have lost about 50% of the market share and competitors have grown,&#34; he said on Saturday in Norrkoping, where he was due to receive an honorary doctorate from Linkoping University.</p><p>&#34;The President would like American technology to win with Nvidia and American companies to sell chips all over the world and to generate revenues, tax revenues, invest and build in the United States,&#34; he said.</p><p>The Trump administration has introduced sweeping tariffs saying they would stimulate growth, bring home manufacturing jobs and raise tax revenues.</p><p>Many businesses and economists, though, have warned tariffs could have the opposite effect and lead to a recession in the United States and a global downturn by pushing up costs, upending supply chains and hurting consumer and business confidence.</p><p>Huang said many policies related to re-industrialisation were &#34;very visionary&#34;.</p><p>&#34;Manufacturing in the United States, securing our supply chain, having real resilience, redundancy and diversity in our manufacturing supply chain - all of that is excellent,&#34; he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","NVD3.UK":"LS 3X NVIDIA","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","2NVD.UK":"2X NVIDIA ETP","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","NVDS.UK":"LS -1X NVIDIA","SNVD.UK":"LS -1X NVIDIA","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU1061106388.HKD":"BGF WORLD HEALTHSCIENCE \"A2\" (HKDHDG) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","AZN.UK":"阿斯利康制药","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","NVDU":"2倍做多NVDA ETF-Direxion","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU1880407132.USD":"AMUNDI FUNDS NET ZERO AMBITION TOP EUROPEAN PLAYERS \"A2\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","NVDX":"2倍做多NVDA ETF-T-Rex","NVDA":"英伟达","NVD":"2倍做空NVDA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","LU0997586432.USD":"FIDELITY SUSTAINABLE EUROPE EQUITY \"A\" (USDHDG) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4614":"Manus概念股","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","NVD2.UK":"2X NVIDIA ETP","03165":"华夏欧优股对冲","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","NVDD":"1倍做空NVDA ETF-Direxion","LU0557290698.USD":"施罗德环球可持续增长基金","LU0757432116.USD":"THREADNEEDLE (LUX) PAN EUROPEAN ESG EQUITIES \"AE\" (USD) ACC","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","NVIW.SI":"NVDA 3xLongSG261006"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250524:nL5N3RW01A:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2537195617","content_text":"NORRKOPING, Sweden, May 24 (Reuters) - Nvidia NVDA.O CEO Jensen Huang on Saturday praised U.S. President Donald Trump's efforts to boost U.S. technology as the leading chipmaker announced a partnership with a group of Swedish businesses to develop AI infrastructure in Sweden.Nvidia will provide its latest generation AI data centre platform to a group of Swedish companies, including telecoms gear maker Ericsson ERICb.ST and drug developer AstraZeneca AZN.L.Nvidia has announced a number of similar partnerships in recent weeks in Saudi Arabia and the UAE after the Trump administration rescinded a rule put in place by previous President Joe Biden that would have restricted exports of AI chips.Huang, who had earlier called controls \"a failure,\" said President Donald Trump wanted U.S. firms to \"win\".\"American technology companies were very successful in China four years ago, we have lost about 50% of the market share and competitors have grown,\" he said on Saturday in Norrkoping, where he was due to receive an honorary doctorate from Linkoping University.\"The President would like American technology to win with Nvidia and American companies to sell chips all over the world and to generate revenues, tax revenues, invest and build in the United States,\" he said.The Trump administration has introduced sweeping tariffs saying they would stimulate growth, bring home manufacturing jobs and raise tax revenues.Many businesses and economists, though, have warned tariffs could have the opposite effect and lead to a recession in the United States and a global downturn by pushing up costs, upending supply chains and hurting consumer and business confidence.Huang said many policies related to re-industrialisation were \"very visionary\".\"Manufacturing in the United States, securing our supply chain, having real resilience, redundancy and diversity in our manufacturing supply chain - all of that is excellent,\" he said.","news_type":1,"symbols_score_info":{"NVD":0.6,"3NVD.UK":0.6,"SNVD.UK":0.6,"2NVD.UK":0.6,"AZN.UK":0.9,"NVDY":0.6,"NVD3.UK":0.6,"NVDS.UK":0.6,"03165":0.6,"NVIW.SI":0.6,"NVDX":0.6,"NVDU":0.6,"NVDA":0.9,"NVD2.UK":0.6,"NVDS":0.6,"NVDD":0.6}},"isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357210608128416,"gmtCreate":1728213031045,"gmtModify":1728218160717,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Analysts can all go eat shit . I know what I want to buy , I don't need to listen to them . I buy only Nvidia . Full stop","listText":"Analysts can all go eat shit . I know what I want to buy , I don't need to listen to them . I buy only Nvidia . Full stop","text":"Analysts can all go eat shit . I know what I want to buy , I don't need to listen to them . I buy only Nvidia . Full stop","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357210608128416","repostId":"2472939287","repostType":2,"repost":{"id":"2472939287","kind":"highlight","pubTimestamp":1728181800,"share":"https://ttm.financial/m/news/2472939287?lang=&edition=fundamental","pubTime":"2024-10-06 10:30","market":"us","language":"en","title":"Why Is Wall Street Much More Bullish About Nvidia Than Palantir?","url":"https://stock-news.laohu8.com/highlight/detail?id=2472939287","media":"Motley Fool","summary":"Palantir's hot right now. But Wall Street thinks Nvidia is still the better pick.","content":"<div>\n<p>Wall Street analysts view Nvidia much more favorably than Palantir based on their stock ratings and price targets.They seem to prefer Nvidia's growth prospects and financial strength.Analysts likely ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/10/04/why-wall-street-more-bullish-nvidia-palantir/\">Web Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Is Wall Street Much More Bullish About Nvidia Than Palantir?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Is Wall Street Much More Bullish About Nvidia Than Palantir?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-06 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/10/04/why-wall-street-more-bullish-nvidia-palantir/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street analysts view Nvidia much more favorably than Palantir based on their stock ratings and price targets.They seem to prefer Nvidia's growth prospects and financial strength.Analysts likely ...</p>\n\n<a href=\"https://www.fool.com/investing/2024/10/04/why-wall-street-more-bullish-nvidia-palantir/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4532":"文艺复兴科技持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4543":"AI","BK4527":"明星科技股","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","PLTR":"Palantir Technologies Inc.","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","BK4534":"瑞士信贷持仓","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4503":"景林资产持仓","BK4529":"IDC概念","BK4587":"ChatGPT概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","BK4547":"WSB热门概念","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4592":"伊斯兰概念","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","NVDA":"英伟达","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4549":"软银资本持仓","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","BK4579":"人工智能","BK4588":"碎股","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMG7P587.USD":"LEGG MASON CLEARBRIDGE GLOBAL INFRASTRUCTURE INCOM \"A\" (USD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4023":"应用软件"},"source_url":"https://www.fool.com/investing/2024/10/04/why-wall-street-more-bullish-nvidia-palantir/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2472939287","content_text":"Wall Street analysts view Nvidia much more favorably than Palantir based on their stock ratings and price targets.They seem to prefer Nvidia's growth prospects and financial strength.Analysts likely think Nvidia's valuation is also more attractive than Palantir's.What a year it's been for Palantir Technologies. Shares of the data analytics software company have soared 112%. Palantir was added to the S&P 500 in September. The company has announced major deals and partnerships with big names including BP, Microsoft, and Wendy's.Nvidia has been an even bigger winner, with its stock skyrocketing 136% year to date. However, the giant chipmaker's shares are close to 14% below the peak set this summer. Investors have fretted about Nvidia's delayed launch of its new Blackwell GPU platform.Despite these concerns, Wall Street is much more bullish about Nvidia than Palantir. That begs the question: Why?What Wall Street thinks about Nvidia and PalantirGlobal financial markets data provider LSEG surveyed 60 analysts in September who cover Nvidia. Eighteen rated the stock as a \"strong buy\" (or equivalent rating). A whopping 37 analysts recommended Nvidia as a \"buy.\" The remaining five analysts viewed the stock as a \"hold.\"The picture wasn't quite as rosy for Palantir. Of the 18 analysts surveyed by LSEG last month, only three recommended the stock as a \"strong buy.\" Another three analysts rated Palantir as a \"buy.\" Six analysts recommended holding the stock. Four rated the software stock as \"underperform\" while two others recommended selling Palantir's shares.Wall Street's 12-month price targets for these two stocks further highlight the gap between them. The consensus price target for Nvidia reflects an upside potential of nearly 27%. The most optimistic analyst surveyed by LSEG thinks Nvidia's shares could soar another 73% over the next 12 months.It's a much different story for Palantir. The average 12-month price target among the analysts surveyed by LSEG is roughly 25% below the current share price. The most optimistic analyst predicts Palantir could rise 37%.Why Nvidia enjoys much more support from analystsWall Street likes Nvidia more than Palantir for several reasons. The most important factor is the different perceptions about the two companies' growth prospects. To be sure, analysts believe both Nvidia and Palantir can deliver strong growth. However, Nvidia dominates its market in a more powerful way than Palantir does.Although Nvidia's Blackwell GPUs won't begin shipping as quickly as analysts would have preferred, they still expect Blackwell to be a huge commercial winner. I suspect some on Wall Street agree with Nvidia CEO Jensen Huang that Blackwell will be the most successful product in the company's history.Analysts also see Nvidia as having a broader market opportunity. Organizations in pretty much every industry and of all sizes are scrambling to develop artificial intelligence (AI) capabilities, driving the demand for Nvidia's GPUs. Palantir arguably has a more limited opportunity, with more than half of its total revenue stemming from government contracts.Nvidia's financial metrics are much stronger than Palantir's as well. In the second quarter of 2024, the company's revenue soared 122% year over year to $30 billion. By comparison, Palantir's Q2 revenue rose 27% year over year to $678 million.Wall Street no doubt prefers Nvidia's valuation, too. The stock might seem expensive with a forward earnings multiple of 30.8. However, Nvidia's price-to-earnings-to-growth (PEG) ratio based on five-year growth projections is an attractive 0.93. Palantir's forward earnings multiple is a sky-high 87 with a PEG ratio of 1.88.Is Wall Street right about Nvidia and Palantir?I'm not sure if Nvidia's shares will jump another 27% and Palantir's shares will fall 25% over the next 12 months as the average analysts' price targets project. My hunch is analysts aren't super-confident about those price targets, either.However, I do agree with the Wall Street consensus that Nvidia is a better stock to buy right now than Palantir. If the demand for AI chips slows, Nvidia could be in trouble with its premium valuation. That doesn't seem likely at this point, though. With Blackwell on the way, I expect Nvidia will keep up its winning ways.","news_type":1,"symbols_score_info":{"PLTR":1,"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":1478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377908085366928,"gmtCreate":1733292241335,"gmtModify":1733292907482,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"He has lost his underwear shorting SMCI , writing article to try recovering what he has lost","listText":"He has lost his underwear shorting SMCI , writing article to try recovering what he has lost","text":"He has lost his underwear shorting SMCI , writing article to try recovering what he has lost","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/377908085366928","repostId":"1199304506","repostType":4,"isVote":1,"tweetType":1,"viewCount":1663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":309390670422088,"gmtCreate":1716564512705,"gmtModify":1716564920240,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"She sold Nvidia right before price rocket","listText":"She sold Nvidia right before price rocket","text":"She sold Nvidia right before price rocket","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/309390670422088","repostId":"2437082356","repostType":2,"isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":421498699551184,"gmtCreate":1743935703428,"gmtModify":1743936504304,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Warten Buffet the Greatest Of&nbsp;All Time. Bill Ackman said Berkshire will be more efficiently run once it's 94-year-old chairman and CEO exits the scene. I would say Bill , you arealso Billionaires but your skills are nowhere near Warren Buffet and in no position to make&nbsp;that comment .","listText":"Warten Buffet the Greatest Of&nbsp;All Time. Bill Ackman said Berkshire will be more efficiently run once it's 94-year-old chairman and CEO exits the scene. I would say Bill , you arealso Billionaires but your skills are nowhere near Warren Buffet and in no position to make&nbsp;that comment .","text":"Warten Buffet the Greatest Of All Time. Bill Ackman said Berkshire will be more efficiently run once it's 94-year-old chairman and CEO exits the scene. I would say Bill , you arealso Billionaires but your skills are nowhere near Warren Buffet and in no position to make that comment .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/421498699551184","repostId":"2525974833","repostType":2,"repost":{"id":"2525974833","kind":"highlight","pubTimestamp":1743908400,"share":"https://ttm.financial/m/news/2525974833?lang=&edition=fundamental","pubTime":"2025-04-06 11:00","market":"us","language":"en","title":"Warren Buffett Keeps Taking Investors to School as Stock Meltdown Reveals the Uncanny Wisdom of His Recent Moves","url":"https://stock-news.laohu8.com/highlight/detail?id=2525974833","media":"Fortune","summary":"The stock market crash triggered by President Donald Trump’s global tariffs brought Warren Buffett’s investment moves over the past year into a fresh light, underscoring his prudence amid the once-rag","content":"<html><head></head><body><ul style=\"list-style-type: revert;\"><li><p><strong>The stock market crash</strong> triggered by President Donald Trump’s global tariffs brought Warren Buffett’s investment moves over the past year into a fresh light, underscoring his prudence amid the once-raging bull market. His decision last year to shed most of Berkshire Hathaway’s Apple stock now looks especially well timed.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6dab90766aa96b8637ee65165585a733\" alt=\"Warren Buffett at the 2019 Berkshire shareholders meeting in Omaha, Nebraska.\" title=\"Warren Buffett at the 2019 Berkshire shareholders meeting in Omaha, Nebraska.\" tg-width=\"1440\" tg-height=\"948\"/><span>Warren Buffett at the 2019 Berkshire shareholders meeting in Omaha, Nebraska.</span></p><p style=\"text-align: start;\">Berkshire Hathaway Chairman and CEO Warren Buffett’s investment moves over the past year now seem uncannily well timed in the wake of the stock market meltdown caused by President Donald Trump’s global tariffs.</p><p>In the last two trading sessions alone, the S&amp;P 500 crashed 10%, and the broad market index is down 17% from its mid-February peak. Meanwhile, the tech-heavy Nasdaq and the small-cap Russell 2000 are in bear market territory, having tumbled more than 20% from their recent highs.</p><p>Since Trump’s “Liberation Day” announcement on Wednesday, US stocks have lost more than $6 trillion in market cap in the worst selloff since the early days of the COVID-19 pandemic in 2020, as Wall Street prices in a tariff-induced US recession.</p><p>But Buffett appeared to anticipate a market downturn coming. Berkshire sold $134 billion in equities in 2024—when the bull market was still raging—and was sitting on a record $334 billion cash pile at year’s end. That’s nearly double from a year earlier and more than its shrinking stock portfolio of $272 billion.</p><p>The famously value-oriented investor has also been complaining for years that valuations were too high and has held off on using his cash on major acquisitions due to a lack of bargains.</p><p>Most of Berkshire’s cash is in short-term Treasury bills, which not only offer shelter from the storm but also provide the conglomerate a tidy gain that Buffett noted in his most recent letter to shareholders.</p><p>“We were aided by a predictable large gain in investment income as Treasury Bill yields improved and we substantially increased our holdings of these highly-liquid short-term securities,” he wrote in February.</p><p>In addition to what he bought, what he sold also stands out, given the market crash.</p><p>Last year, Berkshire slashed its Apple stake by about two-thirds, representing the bulk of the company’s equity sales, though the iPhone maker remains its largest stock holding.</p><p>Those stock sales, which came in the first three quarters of the year, also occurred while Apple was still on the rise, with shares peaking in late December.</p><p>But since that peak, Apple has collapsed 28% as US tariffs on China are expected to hit especially hard. That’s because Apple, like many tech companies, relies on China for parts and manufacturing.</p><p>With Trump’s latest round of tariffs, imports from China now face a 54% duty. And if the administration follows through on its threat to impost a “secondary tariff” on countries that buy oil from Venezuela, the rate could hit 79%.</p><p>Meanwhile, Berkshire has also been offloading shares of Bank of America and Citigroup. Shares of both banking giants are down about 22% so far this year.</p><p>By contrast, Berkshire’s class B shares are up 9% this year, though they have taken a modest hit this past week. The wide array of its businesses, such as insurance, rail, and energy, are mostly focused on the US and less exposed to imports.</p><p style=\"text-align: start;\">As a result, Buffett’s personal fortune has grown this year, unlike those of his peers. According to the Bloomberg Billionaires Index, his net worth has expanded by $12.7 billion this year to give him a total of $155 billion, putting him at No. 6 on the list and essentially tying him with Bill Gates, whose own fortune shrank by $3.38 billion.</p><p style=\"text-align: start;\">Elon Musk remains No. 1 with $302 billion, though that’s down by $130 billion in 2025, followed by Jeff Bezos with $193 billion, down by $45.2 billion.</p><p style=\"text-align: start;\">As Buffett watchers wait to see if the recent market crash will finally induce him to make a big acquisition or stock purchase, his February letter may offer a clue.</p><p style=\"text-align: start;\">“Berkshire shareholders can rest assured that we will forever deploy a substantial majority of their money in equities—mostly American equities although many of these will have international operations of significance,” he wrote. “Berkshire will <em>never </em>prefer ownership of cash-equivalent assets over the ownership of good businesses, whether controlled or only partially owned.”</p></body></html>","source":"lsy1618285953446","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>Warren Buffett Keeps Taking Investors to School as Stock Meltdown Reveals the Uncanny Wisdom of His Recent Moves</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\">\nWarren Buffett Keeps Taking Investors to School as Stock Meltdown Reveals the Uncanny Wisdom of His Recent Moves\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-06 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://fortune.com/2025/04/05/warren-buffett-investing-cash-treasury-bills-apple-stock-sale-market-crash/><strong>Fortune</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market crash triggered by President Donald Trump’s global tariffs brought Warren Buffett’s investment moves over the past year into a fresh light, underscoring his prudence amid the once-...</p>\n\n<a href=\"https://fortune.com/2025/04/05/warren-buffett-investing-cash-treasury-bills-apple-stock-sale-market-crash/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","BRK.A":"伯克希尔",".IXIC":"NASDAQ Composite","BRK.B":"伯克希尔B"},"source_url":"https://fortune.com/2025/04/05/warren-buffett-investing-cash-treasury-bills-apple-stock-sale-market-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2525974833","content_text":"The stock market crash triggered by President Donald Trump’s global tariffs brought Warren Buffett’s investment moves over the past year into a fresh light, underscoring his prudence amid the once-raging bull market. His decision last year to shed most of Berkshire Hathaway’s Apple stock now looks especially well timed.Warren Buffett at the 2019 Berkshire shareholders meeting in Omaha, Nebraska.Berkshire Hathaway Chairman and CEO Warren Buffett’s investment moves over the past year now seem uncannily well timed in the wake of the stock market meltdown caused by President Donald Trump’s global tariffs.In the last two trading sessions alone, the S&P 500 crashed 10%, and the broad market index is down 17% from its mid-February peak. Meanwhile, the tech-heavy Nasdaq and the small-cap Russell 2000 are in bear market territory, having tumbled more than 20% from their recent highs.Since Trump’s “Liberation Day” announcement on Wednesday, US stocks have lost more than $6 trillion in market cap in the worst selloff since the early days of the COVID-19 pandemic in 2020, as Wall Street prices in a tariff-induced US recession.But Buffett appeared to anticipate a market downturn coming. Berkshire sold $134 billion in equities in 2024—when the bull market was still raging—and was sitting on a record $334 billion cash pile at year’s end. That’s nearly double from a year earlier and more than its shrinking stock portfolio of $272 billion.The famously value-oriented investor has also been complaining for years that valuations were too high and has held off on using his cash on major acquisitions due to a lack of bargains.Most of Berkshire’s cash is in short-term Treasury bills, which not only offer shelter from the storm but also provide the conglomerate a tidy gain that Buffett noted in his most recent letter to shareholders.“We were aided by a predictable large gain in investment income as Treasury Bill yields improved and we substantially increased our holdings of these highly-liquid short-term securities,” he wrote in February.In addition to what he bought, what he sold also stands out, given the market crash.Last year, Berkshire slashed its Apple stake by about two-thirds, representing the bulk of the company’s equity sales, though the iPhone maker remains its largest stock holding.Those stock sales, which came in the first three quarters of the year, also occurred while Apple was still on the rise, with shares peaking in late December.But since that peak, Apple has collapsed 28% as US tariffs on China are expected to hit especially hard. That’s because Apple, like many tech companies, relies on China for parts and manufacturing.With Trump’s latest round of tariffs, imports from China now face a 54% duty. And if the administration follows through on its threat to impost a “secondary tariff” on countries that buy oil from Venezuela, the rate could hit 79%.Meanwhile, Berkshire has also been offloading shares of Bank of America and Citigroup. Shares of both banking giants are down about 22% so far this year.By contrast, Berkshire’s class B shares are up 9% this year, though they have taken a modest hit this past week. The wide array of its businesses, such as insurance, rail, and energy, are mostly focused on the US and less exposed to imports.As a result, Buffett’s personal fortune has grown this year, unlike those of his peers. According to the Bloomberg Billionaires Index, his net worth has expanded by $12.7 billion this year to give him a total of $155 billion, putting him at No. 6 on the list and essentially tying him with Bill Gates, whose own fortune shrank by $3.38 billion.Elon Musk remains No. 1 with $302 billion, though that’s down by $130 billion in 2025, followed by Jeff Bezos with $193 billion, down by $45.2 billion.As Buffett watchers wait to see if the recent market crash will finally induce him to make a big acquisition or stock purchase, his February letter may offer a clue.“Berkshire shareholders can rest assured that we will forever deploy a substantial majority of their money in equities—mostly American equities although many of these will have international operations of significance,” he wrote. “Berkshire will never prefer ownership of cash-equivalent assets over the ownership of good businesses, whether controlled or only partially owned.”","news_type":1,"symbols_score_info":{".DJI":0.9,"BRK.B":1,"BRK.A":1.1,".IXIC":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464890307449264,"gmtCreate":1754489328228,"gmtModify":1754489332092,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Make it 50% to stop the oil flow&nbsp;","listText":"Make it 50% to stop the oil flow&nbsp;","text":"Make it 50% to stop the oil flow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464890307449264","repostId":"2557308557","repostType":2,"repost":{"id":"2557308557","kind":"live","pubTimestamp":1754489061,"share":"https://ttm.financial/m/news/2557308557?lang=&edition=fundamental","pubTime":"2025-08-06 22:04","market":"us","language":"en","title":"Trump Raises India Tariffs to 50% over Russian Oil Purchases","url":"https://stock-news.laohu8.com/highlight/detail?id=2557308557","media":"THOMSON REUTERS","summary":"The White House announced Wednesday that it is imposing an additional 25% tariff on India, bringing ","content":"<html><head></head><body><p>The White House announced Wednesday that it is imposing an additional 25% tariff on India, bringing the total levies against the major United States trading partner to 50%.</p><p style=\"text-align: start;\">“I find that the Government of India is currently directly or indirectly importing Russian Federation oil,” President Donald Trump said in an executive order.</p><p style=\"text-align: start;\">“Accordingly, and as consistent with applicable law, articles of India imported into the customs territory of the United States shall be subject to an additional ad valorem rate of duty of 25 percent,” the executive order reads.</p><p style=\"text-align: start;\">Trump last week said that India would pay a tariff of 25%, in addition to a “penalty” over the country’s purchase of military equipment and energy from Russia. It was not clear at the time what such a penalty would look like.</p><p style=\"text-align: start;\">But Trump said Tuesday that he would be raising the tariff on India “very substantially over the next 24 hours, because they’re buying Russian oil, they’re fueling the war machine.”</p><p style=\"text-align: start;\">“And if they’re going to do that, then I’m not going to be happy,” Trump said on CNBC’s “Squawk Box.”</p></body></html>","source":"reuters_en_live","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump Raises India Tariffs to 50% over Russian Oil Purchases</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\">\nTrump Raises India Tariffs to 50% over Russian Oil Purchases\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-06 22:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250806:nS0N3SC07F:1><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The White House announced Wednesday that it is imposing an additional 25% tariff on India, bringing the total levies against the major United States trading partner to 50%.“I find that the Government ...</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250806:nS0N3SC07F:1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250806:nS0N3SC07F:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2557308557","content_text":"The White House announced Wednesday that it is imposing an additional 25% tariff on India, bringing the total levies against the major United States trading partner to 50%.“I find that the Government of India is currently directly or indirectly importing Russian Federation oil,” President Donald Trump said in an executive order.“Accordingly, and as consistent with applicable law, articles of India imported into the customs territory of the United States shall be subject to an additional ad valorem rate of duty of 25 percent,” the executive order reads.Trump last week said that India would pay a tariff of 25%, in addition to a “penalty” over the country’s purchase of military equipment and energy from Russia. It was not clear at the time what such a penalty would look like.But Trump said Tuesday that he would be raising the tariff on India “very substantially over the next 24 hours, because they’re buying Russian oil, they’re fueling the war machine.”“And if they’re going to do that, then I’m not going to be happy,” Trump said on CNBC’s “Squawk Box.”","news_type":1,"symbols_score_info":{".SPX":1.1,".DJI":1.1,".IXIC":1.1}},"isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460399623627408,"gmtCreate":1753370527044,"gmtModify":1753370530922,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Congrats to him or her . Usually , win $45000, people will brag about it . But is lose $100K , people will keep quiet or say it is long term investment to hold","listText":"Congrats to him or her . Usually , win $45000, people will brag about it . But is lose $100K , people will keep quiet or say it is long term investment to hold","text":"Congrats to him or her . Usually , win $45000, people will brag about it . But is lose $100K , people will keep quiet or say it is long term investment to hold","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460399623627408","repostId":"2553225106","repostType":2,"isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":439327131841232,"gmtCreate":1748276377642,"gmtModify":1748276381244,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Good Article","listText":"Good Article","text":"Good Article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/439327131841232","repostId":"2537138402","repostType":2,"repost":{"id":"2537138402","kind":"highlight","weMediaInfo":{"introduction":"Your One-Stop Financial Markets Platform","home_visible":1,"media_name":"TradingKey","id":"1041236214","head_image":"https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb"},"pubTimestamp":1748251536,"share":"https://ttm.financial/m/news/2537138402?lang=&edition=fundamental","pubTime":"2025-05-26 17:25","market":"hk","language":"en","title":"The Shift Inside AMD No One Sees","url":"https://stock-news.laohu8.com/highlight/detail?id=2537138402","media":"TradingKey","summary":"Tradingkey - The general story in the case of AMD (AMD) today is one of decent growth, careful optimism, and competitive catch-up.","content":"<html><head></head><body><ul style=\"\"><li><p>AMD’s Q1 2025 revenue hit $7.4B with 36% YoY growth, driven by EPYC CPUs and MI300 GPUs.</p></li><li><p>The ZT Systems acquisition enables rack-scale integration, expanding AMD’s addressable market and lifting Data Center margins to 25%.</p></li><li><p>ROCm 6.4 and AI container updates deepen developer stickiness, positioning AMD as a CUDA alternative with open-source appeal.</p></li><li><p>With a 2.5% FCF yield and PEG ratio of 0.87, AMD remains undervalued relative to AI growth and peers.</p></li></ul><p>Tradingkey - The general story in the case of <a href=\"https://laohu8.com/S/AMD\">AMD</a> today is one of decent growth, careful optimism, and competitive catch-up. That&#39;s short-sighted. Behind the beat on top-line earnings and cyclical bounce in the PC and gaming verticals, AMD is experiencing a deeper structural transformation with significant consequences. The $7.4 billion Q1 2025 revenue beat and 36% YoY growth merely suggests as much.</p><p>The actual thesis is in the intersection of rack-scale AI infrastructure, re-architected software ecosystem (ROCm), and the ZT Systems acquisition, as it makes AMD a full-stack challenger in the $500 billion AI accelerator TAM. The thesis of the article is that AMD is not just a second-string chipmaker in the shadow of Nvidia but a misunderstood platform company at an inflection point. The current valuation multiples of the market for 29x forward P/E, 2.5% FCF yield and PEG under 0.9 do not factor in AMD&#39;s embedded operating leverage, under-valued data center business, and systems-level differentiation.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e6de8d62b9e981b9266acd034503bc9a\" alt=\"Source: IoT Analytics\" title=\"Source: IoT Analytics\" tg-width=\"1600\" tg-height=\"1600\"/><span>Source: IoT Analytics</span></p><h2 id=\"id_3739800583\">The Full-Stack Ascent: From Component Supplier to Platform Orchestrator</h2><p>AMD&#39;s Q1 numbers shed light on its changing persona. Data Center revenue grew 57% YoY to $3.7 billion on the strength of EPYC CPU and MI300 Instinct GPU. But the important shift isn&#39;t in unit quantity, it&#39;s in integration. The completion of the ZT Systems merge on March 31, 2025 gave AMD end-to-end design competence for rack-scale systems, in effect bringing itself from silicon vendor to systems integrator. </p><p>That opens AMD&#39;s addressable market and margin profile exponentially. Rack-level design implies higher ASPs, improved power/performance optimization, and closer customer lock-in, typically the domain of Nvidia or vertically integrated hyperscalers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6f3d548a4e8aa4564906318f23a0b9f6\" alt=\"Source: AMD’s First Quarter 2025 Financial Results\" title=\"Source: AMD’s First Quarter 2025 Financial Results\" tg-width=\"1000\" tg-height=\"685\"/><span>Source: AMD’s First Quarter 2025 Financial Results</span></p><p>In the meantime, AMD is using ROCm 6.4 and AI software container deployments to enhance stickiness. Inference and training container bi-weekly updates mark the shift towards developer-driven platform economics rather than hardware share. Collaborations with Oracle, Core42, and Siemens support cross-industry affirmation. AI software integration with MI300-class GPUs replicates Nvidia&#39;s CUDA moat in open-source guise. The ramped-up Ryzen AI PC product line powered by Ryzen AI Max+ and 300 series processors supports the architecture by sowing an edge-to-cloud AI continuum, a play aimed at enabling end-to-end data observability and compute utility.</p><h2 id=\"id_484905983\">The Competitive Landscape: Catching Nvidia with Infrastructure-Led Playbooks</h2><p>Nvidia leads the story and market capitalization, yet AMD&#39;s go-to-market differentiation deserves closer examination. Nvidia has a software moat through CUDA and deep hyperscaler pipelines while AMD is strategically outflanking in a systems play. How the addition of ZT Systems enables it to do rack-level customized deployments tailored to customers&#39; workloads is something Nvidia, which frequently outsources integration, can&#39;t effectively match.</p><p>In addition, AMD&#39;s alliances are not public relations vanity. Oracle&#39;s implementation of MI355X accelerators in hyperscale environments and Core42&#39;s AI deployment in the flagship AI facility for France are real-world indicators of demand elasticity for something other than Nvidia. At the same time, the Open Telecom AI Platform with Jio, Cisco, and Nokia is an example of horizontal alliance strategy as opposed to vertical integration such that the company can scale without controlling every node in the stack. Conversely, Intel is stuck in delays and uneven execution, and Arm-based AI chip vendors do not have the software maturity or ecosystem depth that AMD currently has.</p><p>On an in-per-watt and in-per-TFLOP basis, critically, AMD is pricing aggressively. And with ROCm&#39;s increasing compatibility with top frontier models such as Meta&#39;s Llama 4 and Google&#39;s Gemma 3, the difference between Nvidia&#39;s premium pricing and AMD&#39;s value play becomes a material competitive factor.</p><h2 id=\"id_2517522599\">Strategic &amp; Financial Deep Dive: Where AI Meets Margin Expansion</h2><p>The company&#39;s $0.96 Q1 2025 non-GAAP diluted earnings per share was 55% higher year-over-year on $1.6 billion of net income. Gross margin widened to 54% non-GAAP from 52% in the previous year on richer Ryzen processor mix and strong EPYC pull-through.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e6234df038be656b1a2e96f4b2966b5\" alt=\"Source: AMD’s First Quarter 2025 Financial Results\" title=\"Source: AMD’s First Quarter 2025 Financial Results\" tg-width=\"1000\" tg-height=\"685\"/><span>Source: AMD’s First Quarter 2025 Financial Results</span></p><p>The company&#39;s free cash flow jumped to $727 million representing a 10% FCF margin amidst high CapEx ($212M) related to integration as well as ramping MI300 production. The Data Center segment by itself generated $932 million of operating income on $3.7 billion of sales, representing a 25% margin.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b79ee8f5e67cf5c0832fd7e07c7dcd31\" alt=\"Source: Finbold\" title=\"Source: Finbold\" tg-width=\"1600\" tg-height=\"900\"/><span>Source: Finbold</span></p><p>The client segment was typically cyclical but produced a surprise 109% YoY growth in operating income on the back of adoption of 16-core Ryzen 9950X3D processors and notebook refresh cycles. Gaming revenue declined YoY on the back of semi-custom softness but remained flat sequentially, suggesting potential troughing.</p><p>AMD&#39;s OpEx leverage is also strengthening. Even after swallowing up ZT Systems, non-GAAP OpEx only grew 5% QoQ as R&amp;D intensity continues at ~$1.7B, an indication of AMD investing all through the cycle. Of particular note was adjusted EBITDA of $1.95 billion, 50% margin versus $1.295 billion last year, reflecting platform convergence scale benefits.</p><p>On the balance sheet at the end of Q1, AMD had $7.3 billion in short-term investments and cash on hand, up 42% from the previous quarter, financed in part by $950 million commercial paper and $1.5 billion of new debt to finance the ZT transaction. Debt was at $4.16B but still low compared to equity ($58B) and the FCF path.</p><h2 id=\"id_1478399397\">Valuation Recalibrated: Pricing Power Meets Market Skepticism</h2><p>With a trailing non-GAAP diluted EPS of $0.96 during Q1 2025, AMD&#39;s run-rate on an annualized basis implies forward non-GAAP diluted EPS of approximately $3.84. Applying this to AMD&#39;s trading range of ~$111/share currently, the stock has a price to earnings ratio of ~29x forward non-GAAP earnings. The multiple tightens upon adjusting for AMD&#39;s Q1 gross margin increase, extended operating leverage, and potential gross margin normalization back to 56–58% following the one-time $800M export surcharge in Q2.</p><p>Consensus analysts project AMD&#39;s target price at $197.85 in 12 months, representing ~78% upside from here, and put AMD&#39;s PEG ratio at 0.87, significantly lower than Nvidia&#39;s &gt;1.7 and the ~1.2 peer-group average. That divergence highlights potential mispricing. Although Nvidia is trading on 36x forward earnings with higher growth, AMD&#39;s valuation factors in substantial doubt on it being able to drive MI300X take-up and capture the $500B AI accelerator TAM it now has in its sights with integration of ZT Systems.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9daa604aa4aba45536ebf0a45d9b7e59\" alt=\"Source: market.us\" title=\"Source: market.us\" tg-width=\"916\" tg-height=\"534\"/><span>Source: market.us</span></p><p>Free cash flows also underpin the rerating case. AMD produced $727 million of Q1 FCF (+92% YoY), which translates into an implied ~$2.8 billion FCF annualized, or 2.5% FCF yield. Adjusted for the one-time reserve charge on inventory in Q2, AMD&#39;s normalized FCF yield would be close to 3.2%, which positions it favorably relative to large-cap tech comps at comparable stages of growth.</p><h2 id=\"id_342170036\">Risks: Supply Chains, Export Controls, and Execution Timelines</h2><p>Although the structural thesis stands, AMD has material near-term concerns. The $800M write-off in inventory in Q2, attributed to U.S. export controls for high-end GPUs, is indicative of regulatory vulnerability in AI supply chains. Although management assures these are one-time charges, their effect on quarterly performance and sentiment can be a negative drag on multiple expansion. Second, integration of ZT Systems is in its early innings. Divestiture of manufacturing is in progress, though slippage in realizing rack-level synergies or margin gains has the potential to reset expectations. </p><p>Moreover, AMD&#39;s ROCm ecosystem, although maturing, lingers behind CUDA in terms of community usage, and software compatibility gaps may slow onboarding for risk-averse enterprise customers. In conclusion, there are also wider macro risks at play. A deceleration in hyperscaler CapEx or wider technology multiple compression on the back of rates or geopolitics would put pressure on valuation despite strong fundamentals. Therefore, the bull case is still dependent on timely execution.</p><h2 id=\"id_117697686\">Conclusion: A Misunderstood Compounder at an Inflection Point</h2><p>AMD is quietly transforming from being a component supplier to being an AI-native platform orchestrator. Deep operating leverage in conjunction with aggressive system-level integrations and underappreciated developer traction is causing the market to misprice its equity profile. At present prices, AMD presents one of the most skewed setups in the semis: platform economics in a compounder being priced at cyclical levels. As execution reinforces the rack-scale thesis and ROCm scales, the re-rating is not just possible, it&#39;s likely.</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>The Shift Inside AMD No One Sees</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\">\nThe Shift Inside AMD No One Sees\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041236214\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/e2a333e9d84c06e89a63420211f0f9bb);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">TradingKey </p>\n<p class=\"h-time\">2025-05-26 17:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>AMD’s Q1 2025 revenue hit $7.4B with 36% YoY growth, driven by EPYC CPUs and MI300 GPUs.</p></li><li><p>The ZT Systems acquisition enables rack-scale integration, expanding AMD’s addressable market and lifting Data Center margins to 25%.</p></li><li><p>ROCm 6.4 and AI container updates deepen developer stickiness, positioning AMD as a CUDA alternative with open-source appeal.</p></li><li><p>With a 2.5% FCF yield and PEG ratio of 0.87, AMD remains undervalued relative to AI growth and peers.</p></li></ul><p>Tradingkey - The general story in the case of <a href=\"https://laohu8.com/S/AMD\">AMD</a> today is one of decent growth, careful optimism, and competitive catch-up. That&#39;s short-sighted. Behind the beat on top-line earnings and cyclical bounce in the PC and gaming verticals, AMD is experiencing a deeper structural transformation with significant consequences. The $7.4 billion Q1 2025 revenue beat and 36% YoY growth merely suggests as much.</p><p>The actual thesis is in the intersection of rack-scale AI infrastructure, re-architected software ecosystem (ROCm), and the ZT Systems acquisition, as it makes AMD a full-stack challenger in the $500 billion AI accelerator TAM. The thesis of the article is that AMD is not just a second-string chipmaker in the shadow of Nvidia but a misunderstood platform company at an inflection point. The current valuation multiples of the market for 29x forward P/E, 2.5% FCF yield and PEG under 0.9 do not factor in AMD&#39;s embedded operating leverage, under-valued data center business, and systems-level differentiation.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e6de8d62b9e981b9266acd034503bc9a\" alt=\"Source: IoT Analytics\" title=\"Source: IoT Analytics\" tg-width=\"1600\" tg-height=\"1600\"/><span>Source: IoT Analytics</span></p><h2 id=\"id_3739800583\">The Full-Stack Ascent: From Component Supplier to Platform Orchestrator</h2><p>AMD&#39;s Q1 numbers shed light on its changing persona. Data Center revenue grew 57% YoY to $3.7 billion on the strength of EPYC CPU and MI300 Instinct GPU. But the important shift isn&#39;t in unit quantity, it&#39;s in integration. The completion of the ZT Systems merge on March 31, 2025 gave AMD end-to-end design competence for rack-scale systems, in effect bringing itself from silicon vendor to systems integrator. </p><p>That opens AMD&#39;s addressable market and margin profile exponentially. Rack-level design implies higher ASPs, improved power/performance optimization, and closer customer lock-in, typically the domain of Nvidia or vertically integrated hyperscalers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6f3d548a4e8aa4564906318f23a0b9f6\" alt=\"Source: AMD’s First Quarter 2025 Financial Results\" title=\"Source: AMD’s First Quarter 2025 Financial Results\" tg-width=\"1000\" tg-height=\"685\"/><span>Source: AMD’s First Quarter 2025 Financial Results</span></p><p>In the meantime, AMD is using ROCm 6.4 and AI software container deployments to enhance stickiness. Inference and training container bi-weekly updates mark the shift towards developer-driven platform economics rather than hardware share. Collaborations with Oracle, Core42, and Siemens support cross-industry affirmation. AI software integration with MI300-class GPUs replicates Nvidia&#39;s CUDA moat in open-source guise. The ramped-up Ryzen AI PC product line powered by Ryzen AI Max+ and 300 series processors supports the architecture by sowing an edge-to-cloud AI continuum, a play aimed at enabling end-to-end data observability and compute utility.</p><h2 id=\"id_484905983\">The Competitive Landscape: Catching Nvidia with Infrastructure-Led Playbooks</h2><p>Nvidia leads the story and market capitalization, yet AMD&#39;s go-to-market differentiation deserves closer examination. Nvidia has a software moat through CUDA and deep hyperscaler pipelines while AMD is strategically outflanking in a systems play. How the addition of ZT Systems enables it to do rack-level customized deployments tailored to customers&#39; workloads is something Nvidia, which frequently outsources integration, can&#39;t effectively match.</p><p>In addition, AMD&#39;s alliances are not public relations vanity. Oracle&#39;s implementation of MI355X accelerators in hyperscale environments and Core42&#39;s AI deployment in the flagship AI facility for France are real-world indicators of demand elasticity for something other than Nvidia. At the same time, the Open Telecom AI Platform with Jio, Cisco, and Nokia is an example of horizontal alliance strategy as opposed to vertical integration such that the company can scale without controlling every node in the stack. Conversely, Intel is stuck in delays and uneven execution, and Arm-based AI chip vendors do not have the software maturity or ecosystem depth that AMD currently has.</p><p>On an in-per-watt and in-per-TFLOP basis, critically, AMD is pricing aggressively. And with ROCm&#39;s increasing compatibility with top frontier models such as Meta&#39;s Llama 4 and Google&#39;s Gemma 3, the difference between Nvidia&#39;s premium pricing and AMD&#39;s value play becomes a material competitive factor.</p><h2 id=\"id_2517522599\">Strategic &amp; Financial Deep Dive: Where AI Meets Margin Expansion</h2><p>The company&#39;s $0.96 Q1 2025 non-GAAP diluted earnings per share was 55% higher year-over-year on $1.6 billion of net income. Gross margin widened to 54% non-GAAP from 52% in the previous year on richer Ryzen processor mix and strong EPYC pull-through.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e6234df038be656b1a2e96f4b2966b5\" alt=\"Source: AMD’s First Quarter 2025 Financial Results\" title=\"Source: AMD’s First Quarter 2025 Financial Results\" tg-width=\"1000\" tg-height=\"685\"/><span>Source: AMD’s First Quarter 2025 Financial Results</span></p><p>The company&#39;s free cash flow jumped to $727 million representing a 10% FCF margin amidst high CapEx ($212M) related to integration as well as ramping MI300 production. The Data Center segment by itself generated $932 million of operating income on $3.7 billion of sales, representing a 25% margin.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b79ee8f5e67cf5c0832fd7e07c7dcd31\" alt=\"Source: Finbold\" title=\"Source: Finbold\" tg-width=\"1600\" tg-height=\"900\"/><span>Source: Finbold</span></p><p>The client segment was typically cyclical but produced a surprise 109% YoY growth in operating income on the back of adoption of 16-core Ryzen 9950X3D processors and notebook refresh cycles. Gaming revenue declined YoY on the back of semi-custom softness but remained flat sequentially, suggesting potential troughing.</p><p>AMD&#39;s OpEx leverage is also strengthening. Even after swallowing up ZT Systems, non-GAAP OpEx only grew 5% QoQ as R&amp;D intensity continues at ~$1.7B, an indication of AMD investing all through the cycle. Of particular note was adjusted EBITDA of $1.95 billion, 50% margin versus $1.295 billion last year, reflecting platform convergence scale benefits.</p><p>On the balance sheet at the end of Q1, AMD had $7.3 billion in short-term investments and cash on hand, up 42% from the previous quarter, financed in part by $950 million commercial paper and $1.5 billion of new debt to finance the ZT transaction. Debt was at $4.16B but still low compared to equity ($58B) and the FCF path.</p><h2 id=\"id_1478399397\">Valuation Recalibrated: Pricing Power Meets Market Skepticism</h2><p>With a trailing non-GAAP diluted EPS of $0.96 during Q1 2025, AMD&#39;s run-rate on an annualized basis implies forward non-GAAP diluted EPS of approximately $3.84. Applying this to AMD&#39;s trading range of ~$111/share currently, the stock has a price to earnings ratio of ~29x forward non-GAAP earnings. The multiple tightens upon adjusting for AMD&#39;s Q1 gross margin increase, extended operating leverage, and potential gross margin normalization back to 56–58% following the one-time $800M export surcharge in Q2.</p><p>Consensus analysts project AMD&#39;s target price at $197.85 in 12 months, representing ~78% upside from here, and put AMD&#39;s PEG ratio at 0.87, significantly lower than Nvidia&#39;s &gt;1.7 and the ~1.2 peer-group average. That divergence highlights potential mispricing. Although Nvidia is trading on 36x forward earnings with higher growth, AMD&#39;s valuation factors in substantial doubt on it being able to drive MI300X take-up and capture the $500B AI accelerator TAM it now has in its sights with integration of ZT Systems.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9daa604aa4aba45536ebf0a45d9b7e59\" alt=\"Source: market.us\" title=\"Source: market.us\" tg-width=\"916\" tg-height=\"534\"/><span>Source: market.us</span></p><p>Free cash flows also underpin the rerating case. AMD produced $727 million of Q1 FCF (+92% YoY), which translates into an implied ~$2.8 billion FCF annualized, or 2.5% FCF yield. Adjusted for the one-time reserve charge on inventory in Q2, AMD&#39;s normalized FCF yield would be close to 3.2%, which positions it favorably relative to large-cap tech comps at comparable stages of growth.</p><h2 id=\"id_342170036\">Risks: Supply Chains, Export Controls, and Execution Timelines</h2><p>Although the structural thesis stands, AMD has material near-term concerns. The $800M write-off in inventory in Q2, attributed to U.S. export controls for high-end GPUs, is indicative of regulatory vulnerability in AI supply chains. Although management assures these are one-time charges, their effect on quarterly performance and sentiment can be a negative drag on multiple expansion. Second, integration of ZT Systems is in its early innings. Divestiture of manufacturing is in progress, though slippage in realizing rack-level synergies or margin gains has the potential to reset expectations. </p><p>Moreover, AMD&#39;s ROCm ecosystem, although maturing, lingers behind CUDA in terms of community usage, and software compatibility gaps may slow onboarding for risk-averse enterprise customers. In conclusion, there are also wider macro risks at play. A deceleration in hyperscaler CapEx or wider technology multiple compression on the back of rates or geopolitics would put pressure on valuation despite strong fundamentals. Therefore, the bull case is still dependent on timely execution.</p><h2 id=\"id_117697686\">Conclusion: A Misunderstood Compounder at an Inflection Point</h2><p>AMD is quietly transforming from being a component supplier to being an AI-native platform orchestrator. Deep operating leverage in conjunction with aggressive system-level integrations and underappreciated developer traction is causing the market to misprice its equity profile. At present prices, AMD presents one of the most skewed setups in the semis: platform economics in a compounder being priced at cyclical levels. As execution reinforces the rack-scale thesis and ROCm scales, the re-rating is not just possible, it&#39;s likely.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","BK4527":"明星科技股","AMD":"美国超微公司","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU0882574139.USD":"富达环球消费行业基金A ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0238689110.USD":"贝莱德环球动力股票基金","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H"},"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/250722452-shift-inside-amd-no-one-sees-tradingkey-yiannis-zourmpanos","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2537138402","content_text":"AMD’s Q1 2025 revenue hit $7.4B with 36% YoY growth, driven by EPYC CPUs and MI300 GPUs.The ZT Systems acquisition enables rack-scale integration, expanding AMD’s addressable market and lifting Data Center margins to 25%.ROCm 6.4 and AI container updates deepen developer stickiness, positioning AMD as a CUDA alternative with open-source appeal.With a 2.5% FCF yield and PEG ratio of 0.87, AMD remains undervalued relative to AI growth and peers.Tradingkey - The general story in the case of AMD today is one of decent growth, careful optimism, and competitive catch-up. That's short-sighted. Behind the beat on top-line earnings and cyclical bounce in the PC and gaming verticals, AMD is experiencing a deeper structural transformation with significant consequences. The $7.4 billion Q1 2025 revenue beat and 36% YoY growth merely suggests as much.The actual thesis is in the intersection of rack-scale AI infrastructure, re-architected software ecosystem (ROCm), and the ZT Systems acquisition, as it makes AMD a full-stack challenger in the $500 billion AI accelerator TAM. The thesis of the article is that AMD is not just a second-string chipmaker in the shadow of Nvidia but a misunderstood platform company at an inflection point. The current valuation multiples of the market for 29x forward P/E, 2.5% FCF yield and PEG under 0.9 do not factor in AMD's embedded operating leverage, under-valued data center business, and systems-level differentiation.Source: IoT AnalyticsThe Full-Stack Ascent: From Component Supplier to Platform OrchestratorAMD's Q1 numbers shed light on its changing persona. Data Center revenue grew 57% YoY to $3.7 billion on the strength of EPYC CPU and MI300 Instinct GPU. But the important shift isn't in unit quantity, it's in integration. The completion of the ZT Systems merge on March 31, 2025 gave AMD end-to-end design competence for rack-scale systems, in effect bringing itself from silicon vendor to systems integrator. That opens AMD's addressable market and margin profile exponentially. Rack-level design implies higher ASPs, improved power/performance optimization, and closer customer lock-in, typically the domain of Nvidia or vertically integrated hyperscalers.Source: AMD’s First Quarter 2025 Financial ResultsIn the meantime, AMD is using ROCm 6.4 and AI software container deployments to enhance stickiness. Inference and training container bi-weekly updates mark the shift towards developer-driven platform economics rather than hardware share. Collaborations with Oracle, Core42, and Siemens support cross-industry affirmation. AI software integration with MI300-class GPUs replicates Nvidia's CUDA moat in open-source guise. The ramped-up Ryzen AI PC product line powered by Ryzen AI Max+ and 300 series processors supports the architecture by sowing an edge-to-cloud AI continuum, a play aimed at enabling end-to-end data observability and compute utility.The Competitive Landscape: Catching Nvidia with Infrastructure-Led PlaybooksNvidia leads the story and market capitalization, yet AMD's go-to-market differentiation deserves closer examination. Nvidia has a software moat through CUDA and deep hyperscaler pipelines while AMD is strategically outflanking in a systems play. How the addition of ZT Systems enables it to do rack-level customized deployments tailored to customers' workloads is something Nvidia, which frequently outsources integration, can't effectively match.In addition, AMD's alliances are not public relations vanity. Oracle's implementation of MI355X accelerators in hyperscale environments and Core42's AI deployment in the flagship AI facility for France are real-world indicators of demand elasticity for something other than Nvidia. At the same time, the Open Telecom AI Platform with Jio, Cisco, and Nokia is an example of horizontal alliance strategy as opposed to vertical integration such that the company can scale without controlling every node in the stack. Conversely, Intel is stuck in delays and uneven execution, and Arm-based AI chip vendors do not have the software maturity or ecosystem depth that AMD currently has.On an in-per-watt and in-per-TFLOP basis, critically, AMD is pricing aggressively. And with ROCm's increasing compatibility with top frontier models such as Meta's Llama 4 and Google's Gemma 3, the difference between Nvidia's premium pricing and AMD's value play becomes a material competitive factor.Strategic & Financial Deep Dive: Where AI Meets Margin ExpansionThe company's $0.96 Q1 2025 non-GAAP diluted earnings per share was 55% higher year-over-year on $1.6 billion of net income. Gross margin widened to 54% non-GAAP from 52% in the previous year on richer Ryzen processor mix and strong EPYC pull-through.Source: AMD’s First Quarter 2025 Financial ResultsThe company's free cash flow jumped to $727 million representing a 10% FCF margin amidst high CapEx ($212M) related to integration as well as ramping MI300 production. The Data Center segment by itself generated $932 million of operating income on $3.7 billion of sales, representing a 25% margin.Source: FinboldThe client segment was typically cyclical but produced a surprise 109% YoY growth in operating income on the back of adoption of 16-core Ryzen 9950X3D processors and notebook refresh cycles. Gaming revenue declined YoY on the back of semi-custom softness but remained flat sequentially, suggesting potential troughing.AMD's OpEx leverage is also strengthening. Even after swallowing up ZT Systems, non-GAAP OpEx only grew 5% QoQ as R&D intensity continues at ~$1.7B, an indication of AMD investing all through the cycle. Of particular note was adjusted EBITDA of $1.95 billion, 50% margin versus $1.295 billion last year, reflecting platform convergence scale benefits.On the balance sheet at the end of Q1, AMD had $7.3 billion in short-term investments and cash on hand, up 42% from the previous quarter, financed in part by $950 million commercial paper and $1.5 billion of new debt to finance the ZT transaction. Debt was at $4.16B but still low compared to equity ($58B) and the FCF path.Valuation Recalibrated: Pricing Power Meets Market SkepticismWith a trailing non-GAAP diluted EPS of $0.96 during Q1 2025, AMD's run-rate on an annualized basis implies forward non-GAAP diluted EPS of approximately $3.84. Applying this to AMD's trading range of ~$111/share currently, the stock has a price to earnings ratio of ~29x forward non-GAAP earnings. The multiple tightens upon adjusting for AMD's Q1 gross margin increase, extended operating leverage, and potential gross margin normalization back to 56–58% following the one-time $800M export surcharge in Q2.Consensus analysts project AMD's target price at $197.85 in 12 months, representing ~78% upside from here, and put AMD's PEG ratio at 0.87, significantly lower than Nvidia's >1.7 and the ~1.2 peer-group average. That divergence highlights potential mispricing. Although Nvidia is trading on 36x forward earnings with higher growth, AMD's valuation factors in substantial doubt on it being able to drive MI300X take-up and capture the $500B AI accelerator TAM it now has in its sights with integration of ZT Systems.Source: market.usFree cash flows also underpin the rerating case. AMD produced $727 million of Q1 FCF (+92% YoY), which translates into an implied ~$2.8 billion FCF annualized, or 2.5% FCF yield. Adjusted for the one-time reserve charge on inventory in Q2, AMD's normalized FCF yield would be close to 3.2%, which positions it favorably relative to large-cap tech comps at comparable stages of growth.Risks: Supply Chains, Export Controls, and Execution TimelinesAlthough the structural thesis stands, AMD has material near-term concerns. The $800M write-off in inventory in Q2, attributed to U.S. export controls for high-end GPUs, is indicative of regulatory vulnerability in AI supply chains. Although management assures these are one-time charges, their effect on quarterly performance and sentiment can be a negative drag on multiple expansion. Second, integration of ZT Systems is in its early innings. Divestiture of manufacturing is in progress, though slippage in realizing rack-level synergies or margin gains has the potential to reset expectations. Moreover, AMD's ROCm ecosystem, although maturing, lingers behind CUDA in terms of community usage, and software compatibility gaps may slow onboarding for risk-averse enterprise customers. In conclusion, there are also wider macro risks at play. A deceleration in hyperscaler CapEx or wider technology multiple compression on the back of rates or geopolitics would put pressure on valuation despite strong fundamentals. Therefore, the bull case is still dependent on timely execution.Conclusion: A Misunderstood Compounder at an Inflection PointAMD is quietly transforming from being a component supplier to being an AI-native platform orchestrator. Deep operating leverage in conjunction with aggressive system-level integrations and underappreciated developer traction is causing the market to misprice its equity profile. At present prices, AMD presents one of the most skewed setups in the semis: platform economics in a compounder being priced at cyclical levels. As execution reinforces the rack-scale thesis and ROCm scales, the re-rating is not just possible, it's likely.","news_type":1,"symbols_score_info":{"AMD":1.1}},"isVote":1,"tweetType":1,"viewCount":1304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330711007666208,"gmtCreate":1721745776437,"gmtModify":1721745780244,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Crash to how much ? And which day it will crash ? Tell me and I will sell before that date","listText":"Crash to how much ? And which day it will crash ? Tell me and I will sell before that date","text":"Crash to how much ? And which day it will crash ? Tell me and I will sell before that date","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330711007666208","repostId":"2453076978","repostType":2,"isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":321420201947144,"gmtCreate":1719501960850,"gmtModify":1719501964702,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"It was a good QR, analysts have unrealistic expectation. It is a buy now to harvest 6-12 months from now","listText":"It was a good QR, analysts have unrealistic expectation. It is a buy now to harvest 6-12 months from now","text":"It was a good QR, analysts have unrealistic expectation. It is a buy now to harvest 6-12 months from now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/321420201947144","repostId":"1122760151","repostType":2,"repost":{"id":"1122760151","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":1719495251,"share":"https://ttm.financial/m/news/1122760151?lang=&edition=fundamental","pubTime":"2024-06-27 21:34","market":"us","language":"en","title":"Micron Stock Drops 5% After Forecast Fails to Meet Lofty Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=1122760151","media":"Tiger Newspress","summary":"Micron Technology Inc., the largest US maker of computer memory chips, declined 5.3% in morning trading Thursday after its forecast disappointed investors seeking a bigger payoff from artificial intel","content":"<html><head></head><body><p>Micron Technology Inc., the largest US maker of computer memory chips, declined 5.3% in morning trading Thursday after its forecast disappointed investors seeking a bigger payoff from artificial intelligence mania.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f36fade9f3c6f503917bf82fbe3ca986\" tg-width=\"868\" tg-height=\"635\"/></p><p style=\"text-align: start;\">Fiscal fourth-quarter sales will be $7.4 billion to $7.8 billion, the company said in a statement Wednesday. While the average analyst estimate was $7.58 billion, some projections were above $8 billion. Profit will be about $1.08 a share, minus certain items, versus a projection of $1.02.</p><p style=\"text-align: start;\">Though Micron is getting a boost from the AI computing boom, demand is still sluggish in its traditional markets, such as personal computers and smartphones. Those areas are only beginning to recover from a historic slump last year.</p><p>In the third quarter, which ended May 30, Micron’s revenue rose 82% to $6.81 billion. The Boise, Idaho-based company reported a profit of 62 cents a share, excluding certain items. That compares with estimated sales of $6.67 billion and a projected profit of 50 cents a share.</p><p>Micron sells a vital component of AI hardware — high-bandwidth memory — that works with processors from Nvidia Corp. to crunch data. The memory, known as HBM, can serve up information more quickly, helping computing systems develop and run AI models.</p><p style=\"text-align: start;\">Micron sold $100 million of new HBM3e chips in the just-completed quarter and predicts that total sales of high-bandwidth products will rise to “several hundred million dollars” in the current period. It will then increase to multiple billions in fiscal 2025, which runs through August of that year.</p><p style=\"text-align: start;\">Ramping up production of this new memory has been a challenge. Due to the difficulty of increasing factory output — and qualifying the chips to work with computer systems — supply effectively has a “hand brake on it,” Manish Bhatia, Micron’s executive vice president of global operations, said in an interview.</p><p style=\"text-align: start;\">In light of those constraints, the company expects pricing to steadily increase. There’s also less chance of the memory market returning to an inventory glut, an issue that has long plagued the industry.</p><p>The company is on course to spend about $8 billion on new plants and equipment in fiscal 2024. That budget will increase materially next year in support of construction at sites in Idaho and in New York state.</p><p style=\"text-align: start;\">The Idaho facility won’t contribute to supply until fiscal 2027, with the New York site coming the following year, Micron said. But the timing may depend on Micron’s analysis of supply and demand.</p><p style=\"text-align: start;\">In a slide presentation, the company said that PC-industry unit sales remain on track to increase by a percentage in the low single digits in calendar 2024. Smartphone units will gain by a low- to mid-single-digit range. The company expects AI features to help spur demand for phones and PCs heading into 2025.</p><p>Chief Executive Officer Sanjay Mehrotra reiterated a view that 2024 would mark a rebound for the memory chip industry, with record sales coming in 2025.</p><p style=\"text-align: start;\">Micron competes with South Korea’s Samsung Electronics Co. and SK Hynix Inc. in selling chips that provide short-term memory in computers and phones. They also makes flash memory, which handles longer-term storage in those devices.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Stock Drops 5% After Forecast Fails to Meet Lofty Expectations</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron Stock Drops 5% After Forecast Fails to Meet Lofty Expectations\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\">2024-06-27 21:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Micron Technology Inc., the largest US maker of computer memory chips, declined 5.3% in morning trading Thursday after its forecast disappointed investors seeking a bigger payoff from artificial intelligence mania.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f36fade9f3c6f503917bf82fbe3ca986\" tg-width=\"868\" tg-height=\"635\"/></p><p style=\"text-align: start;\">Fiscal fourth-quarter sales will be $7.4 billion to $7.8 billion, the company said in a statement Wednesday. While the average analyst estimate was $7.58 billion, some projections were above $8 billion. Profit will be about $1.08 a share, minus certain items, versus a projection of $1.02.</p><p style=\"text-align: start;\">Though Micron is getting a boost from the AI computing boom, demand is still sluggish in its traditional markets, such as personal computers and smartphones. Those areas are only beginning to recover from a historic slump last year.</p><p>In the third quarter, which ended May 30, Micron’s revenue rose 82% to $6.81 billion. The Boise, Idaho-based company reported a profit of 62 cents a share, excluding certain items. That compares with estimated sales of $6.67 billion and a projected profit of 50 cents a share.</p><p>Micron sells a vital component of AI hardware — high-bandwidth memory — that works with processors from Nvidia Corp. to crunch data. The memory, known as HBM, can serve up information more quickly, helping computing systems develop and run AI models.</p><p style=\"text-align: start;\">Micron sold $100 million of new HBM3e chips in the just-completed quarter and predicts that total sales of high-bandwidth products will rise to “several hundred million dollars” in the current period. It will then increase to multiple billions in fiscal 2025, which runs through August of that year.</p><p style=\"text-align: start;\">Ramping up production of this new memory has been a challenge. Due to the difficulty of increasing factory output — and qualifying the chips to work with computer systems — supply effectively has a “hand brake on it,” Manish Bhatia, Micron’s executive vice president of global operations, said in an interview.</p><p style=\"text-align: start;\">In light of those constraints, the company expects pricing to steadily increase. There’s also less chance of the memory market returning to an inventory glut, an issue that has long plagued the industry.</p><p>The company is on course to spend about $8 billion on new plants and equipment in fiscal 2024. That budget will increase materially next year in support of construction at sites in Idaho and in New York state.</p><p style=\"text-align: start;\">The Idaho facility won’t contribute to supply until fiscal 2027, with the New York site coming the following year, Micron said. But the timing may depend on Micron’s analysis of supply and demand.</p><p style=\"text-align: start;\">In a slide presentation, the company said that PC-industry unit sales remain on track to increase by a percentage in the low single digits in calendar 2024. Smartphone units will gain by a low- to mid-single-digit range. The company expects AI features to help spur demand for phones and PCs heading into 2025.</p><p>Chief Executive Officer Sanjay Mehrotra reiterated a view that 2024 would mark a rebound for the memory chip industry, with record sales coming in 2025.</p><p style=\"text-align: start;\">Micron competes with South Korea’s Samsung Electronics Co. and SK Hynix Inc. in selling chips that provide short-term memory in computers and phones. They also makes flash memory, which handles longer-term storage in those devices.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122760151","content_text":"Micron Technology Inc., the largest US maker of computer memory chips, declined 5.3% in morning trading Thursday after its forecast disappointed investors seeking a bigger payoff from artificial intelligence mania.Fiscal fourth-quarter sales will be $7.4 billion to $7.8 billion, the company said in a statement Wednesday. While the average analyst estimate was $7.58 billion, some projections were above $8 billion. Profit will be about $1.08 a share, minus certain items, versus a projection of $1.02.Though Micron is getting a boost from the AI computing boom, demand is still sluggish in its traditional markets, such as personal computers and smartphones. Those areas are only beginning to recover from a historic slump last year.In the third quarter, which ended May 30, Micron’s revenue rose 82% to $6.81 billion. The Boise, Idaho-based company reported a profit of 62 cents a share, excluding certain items. That compares with estimated sales of $6.67 billion and a projected profit of 50 cents a share.Micron sells a vital component of AI hardware — high-bandwidth memory — that works with processors from Nvidia Corp. to crunch data. The memory, known as HBM, can serve up information more quickly, helping computing systems develop and run AI models.Micron sold $100 million of new HBM3e chips in the just-completed quarter and predicts that total sales of high-bandwidth products will rise to “several hundred million dollars” in the current period. It will then increase to multiple billions in fiscal 2025, which runs through August of that year.Ramping up production of this new memory has been a challenge. Due to the difficulty of increasing factory output — and qualifying the chips to work with computer systems — supply effectively has a “hand brake on it,” Manish Bhatia, Micron’s executive vice president of global operations, said in an interview.In light of those constraints, the company expects pricing to steadily increase. There’s also less chance of the memory market returning to an inventory glut, an issue that has long plagued the industry.The company is on course to spend about $8 billion on new plants and equipment in fiscal 2024. That budget will increase materially next year in support of construction at sites in Idaho and in New York state.The Idaho facility won’t contribute to supply until fiscal 2027, with the New York site coming the following year, Micron said. But the timing may depend on Micron’s analysis of supply and demand.In a slide presentation, the company said that PC-industry unit sales remain on track to increase by a percentage in the low single digits in calendar 2024. Smartphone units will gain by a low- to mid-single-digit range. The company expects AI features to help spur demand for phones and PCs heading into 2025.Chief Executive Officer Sanjay Mehrotra reiterated a view that 2024 would mark a rebound for the memory chip industry, with record sales coming in 2025.Micron competes with South Korea’s Samsung Electronics Co. and SK Hynix Inc. in selling chips that provide short-term memory in computers and phones. They also makes flash memory, which handles longer-term storage in those devices.","news_type":1,"symbols_score_info":{"MU":1.1}},"isVote":1,"tweetType":1,"viewCount":966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":472501059244728,"gmtCreate":1756392487017,"gmtModify":1756392587707,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Just sell. If you don't sell China is also capable of developing its own advanced Chips. &nbsp; The choice is yours .","listText":"Just sell. If you don't sell China is also capable of developing its own advanced Chips. &nbsp; The choice is yours .","text":"Just sell. If you don't sell China is also capable of developing its own advanced Chips. The choice is yours .","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/472501059244728","repostId":"1135065791","repostType":4,"repost":{"id":"1135065791","kind":"news","pubTimestamp":1756391763,"share":"https://ttm.financial/m/news/1135065791?lang=&edition=fundamental","pubTime":"2025-08-28 22:36","market":"us","language":"en","title":"Nvidia CEO Says He’s In Talks With Trump Admin About Selling Blackwell Chip To China","url":"https://stock-news.laohu8.com/highlight/detail?id=1135065791","media":"Fox Business","summary":"Nvidia CEO Jensen Huang told FOX Business on Thursday that he is in talks with the Trump administration about selling its powerful Blackwell chip to China, saying how the global adoption of American...","content":"<html><head></head><body><p>Nvidia CEO Jensen Huang told FOX Business on Thursday that he is in talks with the Trump administration about selling its powerful Blackwell chip to China, saying how the global adoption of American tech could help the U.S. win the AI race.</p><p>Huang spoke with &#34;The Claman Countdown&#34; host Liz Claman in an interview, saying that he is &#34;optimistic&#34; about the talks with President Donald Trump, though he added there is no timeframe to reach a deal.</p><p>&#34;I think that the conversation will take a while, but President Trump understands that having the world build AI on American tech stack helps America win the AI race,&#34; Huang said. &#34;And he wants American technology all over the world so that the whole world is built on the American standard, like the U.S. Dollar is the global standard.&#34;</p><p>The Nvidia CEO also spoke about how he believes AI is an industrial revolution that will &#34;enrich our lives,&#34; even though its impact will cause some jobs to &#34;go away&#34; entirely.</p><p>Huang said he expects AI to bring a host of positive changes to a wide variety of areas, including productivity, GDP growth and the ability to pursue new ideas.</p><p>&#34;Every industrial revolution leads to some change social behavior,&#34; he said. &#34;But I expect the economy to be doing very well because of AI and automation. And I expect us to enrich our lives. Life quality will get better, of course, over time. Some jobs will go away. Many jobs will be new and invented. But one thing for sure, every job will be changed as a result of AI.&#34;</p><p>Huang added that the increased productivity could eventually lead to four-day work weeks.</p><p>&#34;We could spend more time on the weekends with family and get some reading done and do some traveling and nothing is better than that,&#34; he said. &#34;We came from a world of seven-day work weeks and now we&#39;re in a five-day work week.&#34;</p><p>Jensen was also asked about how Nvidia’s second-quarter earnings showed zero sales of its H20 chip in China. </p><p>&#34;We haven&#39;t seen orders yet, but we&#39;re hoping for orders,&#34; the CEO said. &#34;H20 is really a fantastic product still. The price performance, its cost efficiency, and its ability to generate AI tokens is really terrific.&#34;</p><p>Jensen added: &#34;America, being able to have the world build AI and build software on the American tech stack helps America win.&#34;</p><p>Exports of the H20 chip, which is designed for artificial intelligence applications, had previously been halted by the Trump administration due to national security concerns. </p></body></html>","source":"lsy1602566126337","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 CEO Says He’s In Talks With Trump Admin About Selling Blackwell Chip To China</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 CEO Says He’s In Talks With Trump Admin About Selling Blackwell Chip To China\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-28 22:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.foxbusiness.com/technology/nvidia-ceo-says-hes-talks-trump-admin-selling-blackwell-chip-china><strong>Fox Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia CEO Jensen Huang told FOX Business on Thursday that he is in talks with the Trump administration about selling its powerful Blackwell chip to China, saying how the global adoption of American ...</p>\n\n<a href=\"https://www.foxbusiness.com/technology/nvidia-ceo-says-hes-talks-trump-admin-selling-blackwell-chip-china\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.foxbusiness.com/technology/nvidia-ceo-says-hes-talks-trump-admin-selling-blackwell-chip-china","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135065791","content_text":"Nvidia CEO Jensen Huang told FOX Business on Thursday that he is in talks with the Trump administration about selling its powerful Blackwell chip to China, saying how the global adoption of American tech could help the U.S. win the AI race.Huang spoke with \"The Claman Countdown\" host Liz Claman in an interview, saying that he is \"optimistic\" about the talks with President Donald Trump, though he added there is no timeframe to reach a deal.\"I think that the conversation will take a while, but President Trump understands that having the world build AI on American tech stack helps America win the AI race,\" Huang said. \"And he wants American technology all over the world so that the whole world is built on the American standard, like the U.S. Dollar is the global standard.\"The Nvidia CEO also spoke about how he believes AI is an industrial revolution that will \"enrich our lives,\" even though its impact will cause some jobs to \"go away\" entirely.Huang said he expects AI to bring a host of positive changes to a wide variety of areas, including productivity, GDP growth and the ability to pursue new ideas.\"Every industrial revolution leads to some change social behavior,\" he said. \"But I expect the economy to be doing very well because of AI and automation. And I expect us to enrich our lives. Life quality will get better, of course, over time. Some jobs will go away. Many jobs will be new and invented. But one thing for sure, every job will be changed as a result of AI.\"Huang added that the increased productivity could eventually lead to four-day work weeks.\"We could spend more time on the weekends with family and get some reading done and do some traveling and nothing is better than that,\" he said. \"We came from a world of seven-day work weeks and now we're in a five-day work week.\"Jensen was also asked about how Nvidia’s second-quarter earnings showed zero sales of its H20 chip in China. \"We haven't seen orders yet, but we're hoping for orders,\" the CEO said. \"H20 is really a fantastic product still. The price performance, its cost efficiency, and its ability to generate AI tokens is really terrific.\"Jensen added: \"America, being able to have the world build AI and build software on the American tech stack helps America win.\"Exports of the H20 chip, which is designed for artificial intelligence applications, had previously been halted by the Trump administration due to national security concerns.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464000487424168,"gmtCreate":1754306338863,"gmtModify":1754306342549,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Tesla going into drain and CEO still get rewarded . LOL&nbsp;","listText":"Tesla going into drain and CEO still get rewarded . LOL&nbsp;","text":"Tesla going into drain and CEO still get rewarded . LOL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464000487424168","repostId":"2556800960","repostType":2,"repost":{"id":"2556800960","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1754302791,"share":"https://ttm.financial/m/news/2556800960?lang=&edition=fundamental","pubTime":"2025-08-04 18:19","market":"us","language":"en","title":"Tesla Approves Share Award Worth $29 Billion to CEO Elon Musk","url":"https://stock-news.laohu8.com/highlight/detail?id=2556800960","media":"Reuters","summary":"Tesla has granted CEO Elon Musk 96 million shares worth about $29 billion, a move aimed at keeping the billionaire entrepreneur at the helm as he fights a court ruling that voided his original pay...","content":"<html><head></head><body><p>Tesla has granted CEO Elon Musk 96 million shares worth about $29 billion, a move aimed at keeping the billionaire entrepreneur at the helm as he fights a court ruling that voided his original pay deal for being unfair to shareholders.</p><p>Tesla shares continued to rise more than 2% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c66c81ffa388d2bec4ba6a98868c3d82\" title=\"\" tg-width=\"786\" tg-height=\"612\"/></p><p>In 2024, a Delaware court voided Musk&#39;s 2018 compensation package, valued at over $50 billion, citing that the Tesla board&#39;s approval process was flawed and unfair to shareholders.</p><p>Musk kicked off an appeal in March against the order, claiming a lower court judge made multiple legal errors in rescinding the record compensation.</p><p>Earlier this year, the EV maker said the board had formed a special committee to consider some compensation matters involving Musk, without disclosing any details.</p><p>Tesla is at a turning point as Musk, its largest shareholder with a 13% stake, shifts focus from a promised affordable EV platform to robotaxis and humanoid robots, positioning the company more as an AI and robotics firm than an automaker.</p><p>&#34;While we recognize Elon&#39;s business ventures, interests and other potential demands on his time and attention are extensive and wide-ranging ... we are confident that this award will incentivize Elon to remain at Tesla,&#34; the special committee said in the filing.</p><p>The award is designed to gradually boost Musk&#39;s voting power, something he and shareholders have consistently said was key to keeping him focused on Tesla&#39;s mission, it added.</p><p>Musk must pay Tesla $23.34 per share of restricted stock that vests, which is equal to the exercise price per share of the 2018 CEO Award, it said in the filing.</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>Tesla Approves Share Award Worth $29 Billion to CEO Elon Musk</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.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\">\nTesla Approves Share Award Worth $29 Billion to CEO Elon Musk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-08-04 18:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla has granted CEO Elon Musk 96 million shares worth about $29 billion, a move aimed at keeping the billionaire entrepreneur at the helm as he fights a court ruling that voided his original pay deal for being unfair to shareholders.</p><p>Tesla shares continued to rise more than 2% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c66c81ffa388d2bec4ba6a98868c3d82\" title=\"\" tg-width=\"786\" tg-height=\"612\"/></p><p>In 2024, a Delaware court voided Musk&#39;s 2018 compensation package, valued at over $50 billion, citing that the Tesla board&#39;s approval process was flawed and unfair to shareholders.</p><p>Musk kicked off an appeal in March against the order, claiming a lower court judge made multiple legal errors in rescinding the record compensation.</p><p>Earlier this year, the EV maker said the board had formed a special committee to consider some compensation matters involving Musk, without disclosing any details.</p><p>Tesla is at a turning point as Musk, its largest shareholder with a 13% stake, shifts focus from a promised affordable EV platform to robotaxis and humanoid robots, positioning the company more as an AI and robotics firm than an automaker.</p><p>&#34;While we recognize Elon&#39;s business ventures, interests and other potential demands on his time and attention are extensive and wide-ranging ... we are confident that this award will incentivize Elon to remain at Tesla,&#34; the special committee said in the filing.</p><p>The award is designed to gradually boost Musk&#39;s voting power, something he and shareholders have consistently said was key to keeping him focused on Tesla&#39;s mission, it added.</p><p>Musk must pay Tesla $23.34 per share of restricted stock that vests, which is equal to the exercise price per share of the 2018 CEO Award, it said in the filing.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4604":"机器人概念","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4543":"AI","BK4527":"明星科技股","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl 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GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4598":"佩洛西持仓","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250804:nL4N3TW0MA:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2556800960","content_text":"Tesla has granted CEO Elon Musk 96 million shares worth about $29 billion, a move aimed at keeping the billionaire entrepreneur at the helm as he fights a court ruling that voided his original pay deal for being unfair to shareholders.Tesla shares continued to rise more than 2% on the news.In 2024, a Delaware court voided Musk's 2018 compensation package, valued at over $50 billion, citing that the Tesla board's approval process was flawed and unfair to shareholders.Musk kicked off an appeal in March against the order, claiming a lower court judge made multiple legal errors in rescinding the record compensation.Earlier this year, the EV maker said the board had formed a special committee to consider some compensation matters involving Musk, without disclosing any details.Tesla is at a turning point as Musk, its largest shareholder with a 13% stake, shifts focus from a promised affordable EV platform to robotaxis and humanoid robots, positioning the company more as an AI and robotics firm than an automaker.\"While we recognize Elon's business ventures, interests and other potential demands on his time and attention are extensive and wide-ranging ... we are confident that this award will incentivize Elon to remain at Tesla,\" the special committee said in the filing.The award is designed to gradually boost Musk's voting power, something he and shareholders have consistently said was key to keeping him focused on Tesla's mission, it added.Musk must pay Tesla $23.34 per share of restricted stock that vests, which is equal to the exercise price per share of the 2018 CEO Award, it said in the filing.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":435710754009568,"gmtCreate":1747410426851,"gmtModify":1747410429957,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Going to the Moon","listText":"Going to the Moon","text":"Going to the Moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/435710754009568","repostId":"1141557771","repostType":2,"repost":{"id":"1141557771","kind":"news","pubTimestamp":1747408216,"share":"https://ttm.financial/m/news/1141557771?lang=&edition=fundamental","pubTime":"2025-05-16 23:10","market":"us","language":"en","title":"Nvidia Shares Roar Back as Clouds Hanging Over Chipmaker Fade","url":"https://stock-news.laohu8.com/highlight/detail?id=1141557771","media":"Bloomberg","summary":"After several months in the wilderness,  $NVIDIA(NVDA)$  shares have found their way again as doubts about Big Tech spending subside, trade tensions with China ease, and new chip buyers emerge.The sto","content":"<div>\n<p>After several months in the wilderness, NVIDIA shares have found their way again as doubts about Big Tech spending subside, trade tensions with China ease, and new chip buyers emerge.The stock rallied...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-05-16/nvidia-shares-roar-back-as-clouds-hanging-over-chipmaker-fade?srnd=phx-technology\">Web Link</a>\n\n</div>\n","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>Nvidia Shares Roar Back as Clouds Hanging Over Chipmaker Fade</title>\n<style 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}\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 Shares Roar Back as Clouds Hanging Over Chipmaker Fade\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-16 23:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-05-16/nvidia-shares-roar-back-as-clouds-hanging-over-chipmaker-fade?srnd=phx-technology><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After several months in the wilderness, NVIDIA shares have found their way again as doubts about Big Tech spending subside, trade tensions with China ease, and new chip buyers emerge.The stock rallied...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-05-16/nvidia-shares-roar-back-as-clouds-hanging-over-chipmaker-fade?srnd=phx-technology\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.bloomberg.com/news/articles/2025-05-16/nvidia-shares-roar-back-as-clouds-hanging-over-chipmaker-fade?srnd=phx-technology","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141557771","content_text":"After several months in the wilderness, NVIDIA shares have found their way again as doubts about Big Tech spending subside, trade tensions with China ease, and new chip buyers emerge.The stock rallied this week and is on track for the best month in a year after a series of long-term sales agreements during President Donald Trump’s trip to the Middle East. That followed a tariff detente between the US and China and an earnings season that showed Nvidia’s biggest customers remain full-steam ahead on capital spending related to artificial intelligence infrastructure, where the chipmaker dominates.The stock has now advanced around 44% from an April low and is less than 6% from where it closed on Jan. 24, the day before the emergence of DeepSeek’s R1 model sparked fears that cheaper AI development would hurt sales, sending Nvidia and other technology stocks tumbling. “This season showed that the hyperscalers continue to increase their estimates for what they’re going to spend, and Nvidia remains the primary beneficiary of that capex,” said Robert Ruggirello, chief investment officer at Brave Eagle Wealth Management. “Everyone wants off the train before the party stops, but I don’t know why they expect it to stop.” With respect to spending on AI, “I think we’re in the second inning of a nine-inning game.”Since the start of the month, Nvidia has blown through both its 50-day and 200-day moving averages, positive technical signals for both its near- and long-term momentum. The rally has added about $1 trillion in market capitalization since its April low, pushing it ahead of Apple Inc. in market capitalization. At $3.29 trillion, Nvidia is now second only to Microsoft Corp.’s $3.37 trillion among the world’s biggest stocks.Nvidia’s latest rally marks a stark turnaround from the biggest drawdown in the stock since 2022. At its low last month, the chipmaker’s shares had fallen 37% from a January all-time high amid concerns that Big Tech’s chip-buying binge was set to cool and trade hostilities between the US and China threatened a key market.Instead of pulling back, tech giants upped the ante. Microsoft Corp. and Alphabet Inc. pledged to spend even more next year, while Meta Platforms Inc. raised its forecast for capital expenditures on the back of AI-related demand tailwinds. Along with Amazon.com Inc., capital expenditures for the four companies are projected to reach nearly $330 billion in 2026, up 6% from estimated spending this year, according to the average of analyst estimates compiled by Bloomberg.While risks of a negative shift in US trade policies with regard to China remain, Wall Street has been encouraged by new business opportunities in the Middle East.Bank of America on Wednesday raised its price target on Nvidia to $160 from $150 and reiterated its buy rating on the stock. Analyst Vivek Arya estimated commitments for an infrastructure project in Saudi Arabia reported this week could generate as much as $5 billion annually for Nvidia and competitor Advanced Micro Devices Inc. and help offset lost sales as a result of chip export restrictions on China.Wall Street remains almost uniformly positive on the stock, as 87% of the analysts tracked by Bloomberg recommend buying, and it trades about 20% below the average analyst price target, making for the second-highest implied return among Magnificent Seven stocks, behind Alphabet Inc.‘Attractive’ ProfileMeanwhile, the valuation on Nvidia shares has staged a comeback from the cheapest relative to anticipated profits since 2019, but it remains below the long-term average. After the shares briefly traded under 20 times earnings estimated over the next 12 months, they are now priced at 28 times, compared with an average of almost 35 times over the past decade, according to data compiled by Bloomberg. The S&P 500 Index carries a multiple of 21.6.Nvidia is expected to grow revenue 54% in its 2026 fiscal year, which finishes at the end of January. The company is due to report it’s next batch of earnings after the market close on May 28. Revenue growth in the S&P 500 is expected to be 4.4% this year, according to Bloomberg Intelligence.“There’s usually a cost for owning the kind of growth Nvidia offers, but the valuation isn’t far from multi-year lows or the overall market, which is a testament to how attractive the investment profile is,” said Andre Bakhos, president of Ingenium Analytics.“Right now all the metrics are playing out in Nvidia’s favor: the technical strength in the stock, the valuation, and the growth profile, especially with new markets in the Middle East. That just shows you how hard it is to break a trend when the fundamentals are so sound.”","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":431201970778392,"gmtCreate":1746266886675,"gmtModify":1746266890563,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Pay $4 Billion more to manufacture in India instead of China. Sounds like a good idea ?","listText":"Pay $4 Billion more to manufacture in India instead of China. Sounds like a good idea ?","text":"Pay $4 Billion more to manufacture in India instead of China. Sounds like a good idea ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/431201970778392","repostId":"2532817915","repostType":2,"isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":430810396705088,"gmtCreate":1746201619851,"gmtModify":1746201623383,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Warren Buffet is a legend, GOAT","listText":"Warren Buffet is a legend, GOAT","text":"Warren Buffet is a legend, GOAT","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/430810396705088","repostId":"2532849484","repostType":2,"isVote":1,"tweetType":1,"viewCount":805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":430094585254512,"gmtCreate":1746027045807,"gmtModify":1746031985856,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Restrict here and there , end result will be America businesses buy Nvidia. The rest of the world buy AI Chip from China. It is foolish to think only America capable of producing cutting edge technologies&nbsp;","listText":"Restrict here and there , end result will be America businesses buy Nvidia. The rest of the world buy AI Chip from China. It is foolish to think only America capable of producing cutting edge technologies&nbsp;","text":"Restrict here and there , end result will be America businesses buy Nvidia. The rest of the world buy AI Chip from China. It is foolish to think only America capable of producing cutting edge technologies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/430094585254512","repostId":"2531512880","repostType":2,"repost":{"id":"2531512880","kind":"live","pubTimestamp":1746025200,"share":"https://ttm.financial/m/news/2531512880?lang=&edition=fundamental","pubTime":"2025-04-30 23:00","market":"us","language":"en","title":"Nvidia CEO Says Trump Should Revise Rules for AI Chip Exports","url":"https://stock-news.laohu8.com/highlight/detail?id=2531512880","media":"Bloomberg","summary":"Nvidia Corp. Chief Executive Officer Jensen Huang said he’d like the Trump administration to change ","content":"<div>\n<p>Nvidia Corp. Chief Executive Officer Jensen Huang said he’d like the Trump administration to change regulations for exporting artificial intelligence technology from the US to the rest of the world so...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-04-30/nvidia-ceo-says-trump-should-revise-rules-for-ai-chip-exports?srnd=homepage-americas\">Web Link</a>\n\n</div>\n","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>Nvidia CEO Says Trump Should Revise Rules for AI Chip Exports</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 CEO Says Trump Should Revise Rules for AI Chip Exports\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-30 23:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-04-30/nvidia-ceo-says-trump-should-revise-rules-for-ai-chip-exports?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia Corp. Chief Executive Officer Jensen Huang said he’d like the Trump administration to change regulations for exporting artificial intelligence technology from the US to the rest of the world so...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-04-30/nvidia-ceo-says-trump-should-revise-rules-for-ai-chip-exports?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","NVDA":"英伟达","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0109392836.USD":"富兰克林科技股A","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","BK4581":"高盛持仓","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc"},"source_url":"https://www.bloomberg.com/news/articles/2025-04-30/nvidia-ceo-says-trump-should-revise-rules-for-ai-chip-exports?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2531512880","content_text":"Nvidia Corp. Chief Executive Officer Jensen Huang said he’d like the Trump administration to change regulations for exporting artificial intelligence technology from the US to the rest of the world so American businesses can better capitalize on the opportunities in the future.“We need to accelerate the diffusion of American AI technology around the world,” Huang said in a brief meeting with the media. “The policies and encouragement from the administration really need to support that.”Nvidia sells the leading AI chips for training artificial-intelligence models, including for OpenAI, but it’s been banned from selling its most-advanced products to customers in China. The Biden administration had sketched out an additional policy for AI diffusion, or limiting the sale of AI technology to countries around the world based on three bands of qualification.“I’m not sure what the new diffusion rule is going to be, but whatever it turns out to be, it really has to recognize that the world has changed fundamentally since the previous diffusion rule was released,” Huang said.He also cautioned that China is growing into a formidable rival in technology, and he singled out Huawei Technologies Co., the Chinese telecom giant that has expanded into designing its own AI chips.“China is not behind,” he said. “Are they ahead of us? China is right behind us. We’re very, very close.”","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":426854243709288,"gmtCreate":1745232744591,"gmtModify":1745241009835,"author":{"id":"4171803256903022","authorId":"4171803256903022","name":"WealthBuilder","avatar":"https://community-static.tradeup.com/news/c38f4668f8134a2f2f17efffb35d19b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171803256903022","authorIdStr":"4171803256903022"},"themes":[],"htmlText":"Stupid to restrict sale","listText":"Stupid to restrict sale","text":"Stupid to restrict sale","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/426854243709288","repostId":"1170713136","repostType":2,"repost":{"id":"1170713136","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1745230447,"share":"https://ttm.financial/m/news/1170713136?lang=&edition=fundamental","pubTime":"2025-04-21 18:14","market":"us","language":"en","title":"Huawei Readies New AI Chip for Mass Shipment as China Seeks Nvidia Alternatives, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=1170713136","media":"Reuters","summary":"SINGAPORE/BEIJING, April 21 (Reuters) - Huawei Technologies plans to begin mass shipments of its advanced 910C artificial intelligence chip to Chinese customers as early as next month, two people fami","content":"<html><head></head><body><p>SINGAPORE/BEIJING, April 21 (Reuters) - Huawei Technologies plans to begin mass shipments of its advanced 910C artificial intelligence chip to Chinese customers as early as next month, two people familiar with the matter said.</p><p>Some shipments have already been made, they added.</p><p>Nvidia shares sank 3% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b2901fe78877eebda2518f1eea04a56\" title=\"\" tg-width=\"845\" tg-height=\"625\"/></p><p>The timing is fortuitous for Chinese AI companies which have been left scrambling for domestic alternatives to the H20, the primary AI chip that Nvidia had until recently been allowed to sell freely in the Chinese market.</p><p>This month, U.S. President Donald Trump&#39;s administration told Nvidia that sales of the H20 would require an export licence.</p><p>Huawei&#39;s 910C, a graphics processing unit (GPU), represents an architectural evolution rather than a technological breakthrough, according to one of the two people and a third source familiar with its design.</p><p>It achieves performance comparable to Nvidia&#39;s H100 chip by combining two 910B processors into a single package through advanced integration techniques, they said.</p><p>That means it has double the computing power and memory capacity of the 910B and it also has incremental improvements, including enhanced support for diverse AI workload data, they added.</p><p>All sources were not authorised to speak to media and declined to be identified. Huawei did not immediately respond to a request for comment.</p><p>Seeking to limit China&#39;s technological development, particularly advances for its military, Washington has cut China off from Nvidia&#39;s most advanced AI products including its flagship B200 chip.</p><p>The H100 chip, for example, was banned from sale in China in 2022 by U.S. authorities before it was even launched.</p><p>This has allowed Huawei and Chinese GPU startups such as Moore Threads and Iluvatar CoreX to go after what has primarily been a market dominated by Nvidia.</p><p>The U.S. Commerce Department&#39;s latest export curbs on Nvidia&#39;s H20 &#34;will mean that Huawei&#39;s Ascend 910C GPU will now become the hardware of choice for (Chinese) AI model developers and for deploying inference capacity,&#34; said Paul Triolo, a partner at consulting firm Albright Stonebridge Group.</p><p>Late last year, Huawei distributed samples of the 910C to several technology firms and started accepting orders, sources have said.</p><p>Reuters was not able to ascertain which companies would be primarily producing the 910C.</p><p>China&#39;s SMIC 0981.HK is manufacturing some main components of the GPUs using its N+2 7nm process technology although its chip yield rates are low, a source has previously said.</p><p>At least some of Huawei&#39;s 910Cs use chips that were made by Taiwanese contract chip manufacturing giant TSMC for China-based Sophgo, according to one of the sources and a fourth person.</p><p>The Commerce Department has been investigating TSMC&#39;s work for Sophgo after one of its TSMC-made chips was found in a 910B processor.</p><p>TSMC made nearly three million chips in recent years that matched the design ordered by Sophgo, according to Lennart Heim, a researcher at RAND&#39;s Technology and Security and Policy Center in Arlington, Virginia, who is tracking Chinese developments in AI.</p><p>Sophgo did not immediately respond to a request for comment.</p><p>TSMC said it complies with regulatory requirements and it has not supplied Huawei since mid-September 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>Huawei Readies New AI Chip for Mass Shipment as China Seeks Nvidia Alternatives, Sources Say</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; 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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\">\nHuawei Readies New AI Chip for Mass Shipment as China Seeks Nvidia Alternatives, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-04-21 18:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SINGAPORE/BEIJING, April 21 (Reuters) - Huawei Technologies plans to begin mass shipments of its advanced 910C artificial intelligence chip to Chinese customers as early as next month, two people familiar with the matter said.</p><p>Some shipments have already been made, they added.</p><p>Nvidia shares sank 3% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b2901fe78877eebda2518f1eea04a56\" title=\"\" tg-width=\"845\" tg-height=\"625\"/></p><p>The timing is fortuitous for Chinese AI companies which have been left scrambling for domestic alternatives to the H20, the primary AI chip that Nvidia had until recently been allowed to sell freely in the Chinese market.</p><p>This month, U.S. President Donald Trump&#39;s administration told Nvidia that sales of the H20 would require an export licence.</p><p>Huawei&#39;s 910C, a graphics processing unit (GPU), represents an architectural evolution rather than a technological breakthrough, according to one of the two people and a third source familiar with its design.</p><p>It achieves performance comparable to Nvidia&#39;s H100 chip by combining two 910B processors into a single package through advanced integration techniques, they said.</p><p>That means it has double the computing power and memory capacity of the 910B and it also has incremental improvements, including enhanced support for diverse AI workload data, they added.</p><p>All sources were not authorised to speak to media and declined to be identified. Huawei did not immediately respond to a request for comment.</p><p>Seeking to limit China&#39;s technological development, particularly advances for its military, Washington has cut China off from Nvidia&#39;s most advanced AI products including its flagship B200 chip.</p><p>The H100 chip, for example, was banned from sale in China in 2022 by U.S. authorities before it was even launched.</p><p>This has allowed Huawei and Chinese GPU startups such as Moore Threads and Iluvatar CoreX to go after what has primarily been a market dominated by Nvidia.</p><p>The U.S. Commerce Department&#39;s latest export curbs on Nvidia&#39;s H20 &#34;will mean that Huawei&#39;s Ascend 910C GPU will now become the hardware of choice for (Chinese) AI model developers and for deploying inference capacity,&#34; said Paul Triolo, a partner at consulting firm Albright Stonebridge Group.</p><p>Late last year, Huawei distributed samples of the 910C to several technology firms and started accepting orders, sources have said.</p><p>Reuters was not able to ascertain which companies would be primarily producing the 910C.</p><p>China&#39;s SMIC 0981.HK is manufacturing some main components of the GPUs using its N+2 7nm process technology although its chip yield rates are low, a source has previously said.</p><p>At least some of Huawei&#39;s 910Cs use chips that were made by Taiwanese contract chip manufacturing giant TSMC for China-based Sophgo, according to one of the sources and a fourth person.</p><p>The Commerce Department has been investigating TSMC&#39;s work for Sophgo after one of its TSMC-made chips was found in a 910B processor.</p><p>TSMC made nearly three million chips in recent years that matched the design ordered by Sophgo, according to Lennart Heim, a researcher at RAND&#39;s Technology and Security and Policy Center in Arlington, Virginia, who is tracking Chinese developments in AI.</p><p>Sophgo did not immediately respond to a request for comment.</p><p>TSMC said it complies with regulatory requirements and it has not supplied Huawei since mid-September 2020.</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","NVDA":"英伟达","TSM":"台积电"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170713136","content_text":"SINGAPORE/BEIJING, April 21 (Reuters) - Huawei Technologies plans to begin mass shipments of its advanced 910C artificial intelligence chip to Chinese customers as early as next month, two people familiar with the matter said.Some shipments have already been made, they added.Nvidia shares sank 3% in premarket trading.The timing is fortuitous for Chinese AI companies which have been left scrambling for domestic alternatives to the H20, the primary AI chip that Nvidia had until recently been allowed to sell freely in the Chinese market.This month, U.S. President Donald Trump's administration told Nvidia that sales of the H20 would require an export licence.Huawei's 910C, a graphics processing unit (GPU), represents an architectural evolution rather than a technological breakthrough, according to one of the two people and a third source familiar with its design.It achieves performance comparable to Nvidia's H100 chip by combining two 910B processors into a single package through advanced integration techniques, they said.That means it has double the computing power and memory capacity of the 910B and it also has incremental improvements, including enhanced support for diverse AI workload data, they added.All sources were not authorised to speak to media and declined to be identified. Huawei did not immediately respond to a request for comment.Seeking to limit China's technological development, particularly advances for its military, Washington has cut China off from Nvidia's most advanced AI products including its flagship B200 chip.The H100 chip, for example, was banned from sale in China in 2022 by U.S. authorities before it was even launched.This has allowed Huawei and Chinese GPU startups such as Moore Threads and Iluvatar CoreX to go after what has primarily been a market dominated by Nvidia.The U.S. Commerce Department's latest export curbs on Nvidia's H20 \"will mean that Huawei's Ascend 910C GPU will now become the hardware of choice for (Chinese) AI model developers and for deploying inference capacity,\" said Paul Triolo, a partner at consulting firm Albright Stonebridge Group.Late last year, Huawei distributed samples of the 910C to several technology firms and started accepting orders, sources have said.Reuters was not able to ascertain which companies would be primarily producing the 910C.China's SMIC 0981.HK is manufacturing some main components of the GPUs using its N+2 7nm process technology although its chip yield rates are low, a source has previously said.At least some of Huawei's 910Cs use chips that were made by Taiwanese contract chip manufacturing giant TSMC for China-based Sophgo, according to one of the sources and a fourth person.The Commerce Department has been investigating TSMC's work for Sophgo after one of its TSMC-made chips was found in a 910B processor.TSMC made nearly three million chips in recent years that matched the design ordered by Sophgo, according to Lennart Heim, a researcher at RAND's Technology and Security and Policy Center in Arlington, Virginia, who is tracking Chinese developments in AI.Sophgo did not immediately respond to a request for comment.TSMC said it complies with regulatory requirements and it has not supplied Huawei since mid-September 2020.","news_type":1,"symbols_score_info":{"AMD":1.1,"TSM":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}