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I expect this kind of growth to be sustainable, given what management has shown ","content":"<html><head></head><body><h2 id=\"id_1890305707\">Summary</h2><ul style=\"\"><li><p>Palantir surprised the market with a 30% YoY revenue growth.</p></li><li><p>I argue that this is not good news, it&#39;s great news. I expect this kind of growth to be sustainable, given what management has shown us is possible.</p></li><li><p>This article covers the Q3 earnings report, and takes a pulse on Palantir.</p></li><li><p>I am issuing an upgrade to strong buy on continued surprise strength, strong treasury, no debt, and continued profitability.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/554bfffe59edb9acf6bf12d15a231da8\" alt=\"Palantir Technologies\" title=\"Palantir Technologies\" tg-width=\"750\" tg-height=\"500\"/><span>Palantir Technologies</span></p><h2 id=\"id_3449696349\">Introduction</h2><p>I first recommended Palantir Technologies Inc. (NYSE:PLTR) back in June with a buy rating, when I wrote <em>Don&#39;t Underestimate Palantir&#39;s B2B Prowess.</em> Since then, the stock has more than doubled.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/624e1a42c17afbebccd92f5647532e59\" alt=\"Author&#39;s past article\" title=\"Author&#39;s past article\" tg-width=\"640\" tg-height=\"176\"/><span>Author&#39;s past article</span></p><p style=\"text-align: left;\"><strong>Seeking Alpha</strong></p><p></p><p>I am personally long Palantir; I bought in shortly after the article was published, and am also up over 100% since then. However, I&#39;m not necessarily here to gloat, but to cover Palantir&#39;s Q3 earnings report, which was released this week, and resulted in a resounding approval from the market.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/131ddcee125056a19844c4564a23756c\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"424\"/><span>Chart</span></p><p>Data by YCharts</p><p></p><p>That single day jump was close to 15%, which was an exciting day. Palantir has now eclipsed its former heights and reached a new one.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7d42975966f9428ed63e84427acacb5c\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"424\"/><span>Chart</span></p><p>Data by YCharts</p><p></p><h2 id=\"id_3453436128\">Short History</h2><p>&#34;Data analytics&#34; is a rather vague term, and much of Palantir&#39;s business is obfuscated through that kind of hand-waving jargon. For example, here is Palantir&#39;s explanation of what they do, from their website,</p><blockquote><p>We build software that empowers organizations to effectively integrate their data, decisions, and operations.</p></blockquote><p>The best way I can put it for the majority of readers to understand: Palantir develops software that is designed to be the backbone of a corporation. All of their data is fed into this software (which I&#39;m going to call an &#34;operating system&#34; or &#34;OS&#34; from here on out), and then the software analyzes that data using AI models and proprietary algorithms to find deficiencies, misallocated resources, and inefficient processes. The OS then enables &#34;operators&#34; (from businesses to governments to NGOs) to resolve these issues and streamline their operations from top to bottom.</p><p>The primary &#34;skill&#34; being employed by the software is pattern recognition. The Palantir platforms can pour through millions of data points and &#34;find the needle in the haystack&#34; so to speak; that is, some pattern in the data that human operators missed or didn&#39;t have the resources or time to manual pour over. In our world, the pool of data on individuals and in the world climbs every day.</p><p>They&#39;ve got a few big accomplishments under their belt from their 20-year tenure in the data business:</p><ul style=\"\"><li><p>An early investment from the CIA&#39;s venture capital fund, In-Q-Tel</p></li><li><p>Uncovered &#34;GhostNet,&#34; a Chinese-based spy ring of nearly 1,300 infected computers that had infiltrated the Dalai Lama&#39;s office, a NATO system, and national embassies</p></li><li><p>Deployed across the Medicare and Medicaid networks to find fraud</p></li><li><p>Assisted in the location of Al-Qaeda leader and 9/11 orchestrator, Osama bin Laden</p></li><li><p>Its software was used to source records for Bernie Madoff&#39;s conviction</p></li><li><p>Current and former clients include the CIA, the Department of Homeland Security, the NSA, the FBI, the CDC, US Marine Corps, Air Force, and Special Operations Command; the FDA, Los Angeles PD, US ICE, the English NHS, and more</p></li></ul><h2 id=\"id_3495455647\">Welcome to the S&amp;P 500</h2><p>The announcement of the firm&#39;s inclusion into the S&amp;P 500 was a big one, as it lends more legitimacy to the company as well as provides a boost to the share price since funds that track the index will need to buy PLTR shares at their next rebalance (depending on the fund).</p><p>This kind of announcement hype is not always long-lived, so I am cautious of it, but for now, it is a boon to PLTR.</p><h2 id=\"id_3958142955\">Palantir Q3 Earnings</h2><p>Our third quarter results for PLTR were interesting, mostly because of the headline 30% boost to revenue.</p><p>Here&#39;s a quick overview of where the money came from and went to.</p><p><em>I really appreciate the author of this particular series, App Economy Insights on Threads.</em></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2044862224b3e0ba774debabcdc2ab82\" alt=\"Palantir revenue breakdown\" title=\"Palantir revenue breakdown\" tg-width=\"640\" tg-height=\"359\"/><span>Palantir revenue breakdown</span></p><p style=\"text-align: left;\"><strong>App Economy Insights</strong></p><p></p><p>Other notable performance metrics that management noted aside from the broad increase in business more generally are:</p><ul style=\"\"><li><p>Domestic revenue grew 44% YoY</p></li><li><p>Closed 104 deals over $1M in Q3</p></li><li><p>Rule of 40 score of 68% (a new high)</p></li><li><p>Partnership with Ukrainian government to work on de-mining operations</p></li><li><p>Expansion of Maven program with continued US funding</p></li></ul><h3 id=\"id_3151768832\">Financials</h3><p>Palantir continued to expand its commercial operations, one of the facets of PLTR that I am most bullish on, and expanded their revenue 13% QoQ, and 54% YoY. This was coupled with a 77% YoY increase in customer count, further diversifying their base and revenue streams. This assuages some customer concentration risk PLTR has with its US military business.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3143d4bdfc322a0f060a8d504770b6aa\" alt=\"PAlantir commercial stats\" title=\"PAlantir commercial stats\" tg-width=\"640\" tg-height=\"296\"/><span>PAlantir commercial stats</span></p><p style=\"text-align: left;\"><strong>Palantir</strong></p><p></p><p>Most importantly, we can see that the total value of the current commercial contracts has increased at a faster rate than customer count, showing us that these new customers are, on average, higher paying customers than existing ones. If all customers paid the same tabs, we should expect a linear relationship between these metrics.</p><p>I am also impressed with how much commercial revenue has grown, as it used to make up such a small piece of PLTR&#39;s overall, with the government contracts formally dominating their portfolio. Now, these two figures are almost neck-and-neck.</p><p>GAAP net income was up to $143M, up 100% YoY. GAAP EPS was at $0.06. This was great news, as profitability continues and strengthens. A doubling of GAAP earnings is a very positive sign for any company, and can justify a price movement of similar stature.</p><p>Alongside this, margins grew to 16%, from a several-year-low of nearly (40%). The turn-around time was quick, but we can see the trend slowing as we begin to approach diminishing returns on margin growth.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/717541253e65bd75a50b0f6717f87571\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"424\"/><span>Chart</span></p><p>Data by YCharts</p><p></p><p>This money, and the new heights in profit margins, is paid invested &#34;aggressively,&#34; as management put it in the earnings presentation. They say that this has brought their operating margin up to 38%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/01a4af53b04947a673e70a2a6d26defb\" alt=\"PLTR operating margins\" title=\"PLTR operating margins\" tg-width=\"640\" tg-height=\"678\"/><span>PLTR operating margins</span></p><p style=\"text-align: left;\"><strong>Palantir</strong></p><p></p><p>They ended Q3 with a ton of cash sitting on hand, and no debt to speak of. This is a great place for a business to be operating at, as it means that their solvency is without question. They ended the quarter with $4.6B in cash and equivalents.</p><p><em>For context, there are 25 countries with less cash in their foreign reserves.</em></p><h3 id=\"id_3480698685\">Expectations</h3><p>For the next quarter, PLTR is expecting a 5-6% QoQ increase in revenue, and a similar change in operating income. This would keep them on the right growth trajectory to continue justifying their valuation.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/03bd2c1fedfab6b24473e11c37e6ea26\" alt=\"PLTR expectations for Q4 revenue\" title=\"PLTR expectations for Q4 revenue\" tg-width=\"640\" tg-height=\"345\"/><span>PLTR expectations for Q4 revenue</span></p><p style=\"text-align: left;\"><strong>Palantir</strong></p><p></p><p>For FY 2024, they are projecting a 50% growth in commercial revenue, and FCF of $1B+, something they have yet to reach. Q4 will need to impress to keep these numbers up.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8817471bba2c735ff9932d3eafcd26fa\" alt=\"FY 2024 expectations for PLTR\" title=\"FY 2024 expectations for PLTR\" tg-width=\"640\" tg-height=\"635\"/><span>FY 2024 expectations for PLTR</span></p><p style=\"text-align: left;\"><strong>Palantir</strong></p><p></p><p>Other metrics to include is the total RPO, or remaining performance obligation, the amount they can expect to earn from, unfulfilled contracts. As they have added on more customers and more contracts, closing those 100+ deals, this figure has increased. Locking in contract value is a boon for PLTR, as it means they can project some level of forward earnings from these.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/96d97ec499888bb1d6670ad107e5c7ec\" alt=\"Palantir RPO\" title=\"Palantir RPO\" tg-width=\"640\" tg-height=\"187\"/><span>Palantir RPO</span></p><p style=\"text-align: left;\"><strong>Palantir</strong></p><p></p><h2 id=\"id_232847602\">Valuation</h2><p>Here is the elephant in the room. When stocks run up like PLTR has, they can let their valuations get away from them. Compared to its competitors, PLTR carries a high PE ratio.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b41369972a9166fb55ebc907cc9f742a\" alt=\"PLTR competitors\" title=\"PLTR competitors\" tg-width=\"640\" tg-height=\"174\"/><span>PLTR competitors</span></p><p style=\"text-align: left;\"><strong>Seeking Alpha</strong></p><p></p><p>To be fair, SA Quant rates all of them poorly from a valuation standpoint.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca310fde605fd272a8a006954546f21b\" alt=\"SA Quant grades for peers\" title=\"SA Quant grades for peers\" tg-width=\"640\" tg-height=\"154\"/><span>SA Quant grades for peers</span></p><p style=\"text-align: left;\"><strong>Seeking Alpha</strong></p><p></p><p>When we look at forward PE, we see a better side of the story, but still, one that shows PLTR as very overvalued compared to its peers. One would need to set this aside to be comfortable owning this stock.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/306e726f82099806f818c34da3ae97ad\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"507\"/><span>Chart</span></p><p>Data by YCharts</p><p></p><p>The biggest risk to PLTR is that it stands to fall much farther than its peers in the SaaS space because of this heightened pricing. If we enter a recession and PLTR&#39;s business slows, it may be hammered far worse than some competitors.</p><p>I believe that would only be a buy signal, however, as I am very bullish on PLTR and believe in its continued justification of its high valuation. With the kind of growth that it is projecting, it makes sense to value it above other, slower enterprises.</p><h2 id=\"id_1053050360\">Conclusion</h2><p>PLTR is a stock that has run up tremendously, but risks remain in its valuation. Q3 earnings were very impressive, with many of the &#34;must watch&#34; metrics like customer counts and contract value up over previous expectations. The headline 30% revenue growth shook markets and propelled PLTR to new heights. Whether it can maintain these heights is yet to be seen, but for now, it seems to justify its insanely high valuation.</p><p>Commercial customer growth, further integration into the armed forces, and heightened revenue are all very bullish factors for PLTR that have led me to give it an upgrade to a strong buy, as I believe that it will eventually justify its valuation and come back to Earth, but that it still has more room to run. The company has just joined the S&amp;P 500 and shows tremendous promise.</p><p>Just remember that risks still remain, especially with companies that have run up as much as PLTR has. It has a lot of room to potentially fall.</p><p>Thanks for reading.</p></body></html>","source":"seekingalpha","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>Palantir Is Still Full Of Potential (Rating Upgrade)</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\">\nPalantir Is Still Full Of Potential (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-07 19:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4733557-palantir-is-still-full-of-potential-rating-upgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir surprised the market with a 30% YoY revenue growth.I argue that this is not good news, it's great news. I expect this kind of growth to be sustainable, given what management has shown ...</p>\n\n<a href=\"https://seekingalpha.com/article/4733557-palantir-is-still-full-of-potential-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4733557-palantir-is-still-full-of-potential-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1141256860","content_text":"SummaryPalantir surprised the market with a 30% YoY revenue growth.I argue that this is not good news, it's great news. I expect this kind of growth to be sustainable, given what management has shown us is possible.This article covers the Q3 earnings report, and takes a pulse on Palantir.I am issuing an upgrade to strong buy on continued surprise strength, strong treasury, no debt, and continued profitability.Palantir TechnologiesIntroductionI first recommended Palantir Technologies Inc. (NYSE:PLTR) back in June with a buy rating, when I wrote Don't Underestimate Palantir's B2B Prowess. Since then, the stock has more than doubled.Author's past articleSeeking AlphaI am personally long Palantir; I bought in shortly after the article was published, and am also up over 100% since then. However, I'm not necessarily here to gloat, but to cover Palantir's Q3 earnings report, which was released this week, and resulted in a resounding approval from the market.ChartData by YChartsThat single day jump was close to 15%, which was an exciting day. Palantir has now eclipsed its former heights and reached a new one.ChartData by YChartsShort History\"Data analytics\" is a rather vague term, and much of Palantir's business is obfuscated through that kind of hand-waving jargon. For example, here is Palantir's explanation of what they do, from their website,We build software that empowers organizations to effectively integrate their data, decisions, and operations.The best way I can put it for the majority of readers to understand: Palantir develops software that is designed to be the backbone of a corporation. All of their data is fed into this software (which I'm going to call an \"operating system\" or \"OS\" from here on out), and then the software analyzes that data using AI models and proprietary algorithms to find deficiencies, misallocated resources, and inefficient processes. The OS then enables \"operators\" (from businesses to governments to NGOs) to resolve these issues and streamline their operations from top to bottom.The primary \"skill\" being employed by the software is pattern recognition. The Palantir platforms can pour through millions of data points and \"find the needle in the haystack\" so to speak; that is, some pattern in the data that human operators missed or didn't have the resources or time to manual pour over. In our world, the pool of data on individuals and in the world climbs every day.They've got a few big accomplishments under their belt from their 20-year tenure in the data business:An early investment from the CIA's venture capital fund, In-Q-TelUncovered \"GhostNet,\" a Chinese-based spy ring of nearly 1,300 infected computers that had infiltrated the Dalai Lama's office, a NATO system, and national embassiesDeployed across the Medicare and Medicaid networks to find fraudAssisted in the location of Al-Qaeda leader and 9/11 orchestrator, Osama bin LadenIts software was used to source records for Bernie Madoff's convictionCurrent and former clients include the CIA, the Department of Homeland Security, the NSA, the FBI, the CDC, US Marine Corps, Air Force, and Special Operations Command; the FDA, Los Angeles PD, US ICE, the English NHS, and moreWelcome to the S&P 500The announcement of the firm's inclusion into the S&P 500 was a big one, as it lends more legitimacy to the company as well as provides a boost to the share price since funds that track the index will need to buy PLTR shares at their next rebalance (depending on the fund).This kind of announcement hype is not always long-lived, so I am cautious of it, but for now, it is a boon to PLTR.Palantir Q3 EarningsOur third quarter results for PLTR were interesting, mostly because of the headline 30% boost to revenue.Here's a quick overview of where the money came from and went to.I really appreciate the author of this particular series, App Economy Insights on Threads.Palantir revenue breakdownApp Economy InsightsOther notable performance metrics that management noted aside from the broad increase in business more generally are:Domestic revenue grew 44% YoYClosed 104 deals over $1M in Q3Rule of 40 score of 68% (a new high)Partnership with Ukrainian government to work on de-mining operationsExpansion of Maven program with continued US fundingFinancialsPalantir continued to expand its commercial operations, one of the facets of PLTR that I am most bullish on, and expanded their revenue 13% QoQ, and 54% YoY. This was coupled with a 77% YoY increase in customer count, further diversifying their base and revenue streams. This assuages some customer concentration risk PLTR has with its US military business.PAlantir commercial statsPalantirMost importantly, we can see that the total value of the current commercial contracts has increased at a faster rate than customer count, showing us that these new customers are, on average, higher paying customers than existing ones. If all customers paid the same tabs, we should expect a linear relationship between these metrics.I am also impressed with how much commercial revenue has grown, as it used to make up such a small piece of PLTR's overall, with the government contracts formally dominating their portfolio. Now, these two figures are almost neck-and-neck.GAAP net income was up to $143M, up 100% YoY. GAAP EPS was at $0.06. This was great news, as profitability continues and strengthens. A doubling of GAAP earnings is a very positive sign for any company, and can justify a price movement of similar stature.Alongside this, margins grew to 16%, from a several-year-low of nearly (40%). The turn-around time was quick, but we can see the trend slowing as we begin to approach diminishing returns on margin growth.ChartData by YChartsThis money, and the new heights in profit margins, is paid invested \"aggressively,\" as management put it in the earnings presentation. They say that this has brought their operating margin up to 38%.PLTR operating marginsPalantirThey ended Q3 with a ton of cash sitting on hand, and no debt to speak of. This is a great place for a business to be operating at, as it means that their solvency is without question. They ended the quarter with $4.6B in cash and equivalents.For context, there are 25 countries with less cash in their foreign reserves.ExpectationsFor the next quarter, PLTR is expecting a 5-6% QoQ increase in revenue, and a similar change in operating income. This would keep them on the right growth trajectory to continue justifying their valuation.PLTR expectations for Q4 revenuePalantirFor FY 2024, they are projecting a 50% growth in commercial revenue, and FCF of $1B+, something they have yet to reach. Q4 will need to impress to keep these numbers up.FY 2024 expectations for PLTRPalantirOther metrics to include is the total RPO, or remaining performance obligation, the amount they can expect to earn from, unfulfilled contracts. As they have added on more customers and more contracts, closing those 100+ deals, this figure has increased. Locking in contract value is a boon for PLTR, as it means they can project some level of forward earnings from these.Palantir RPOPalantirValuationHere is the elephant in the room. When stocks run up like PLTR has, they can let their valuations get away from them. Compared to its competitors, PLTR carries a high PE ratio.PLTR competitorsSeeking AlphaTo be fair, SA Quant rates all of them poorly from a valuation standpoint.SA Quant grades for peersSeeking AlphaWhen we look at forward PE, we see a better side of the story, but still, one that shows PLTR as very overvalued compared to its peers. One would need to set this aside to be comfortable owning this stock.ChartData by YChartsThe biggest risk to PLTR is that it stands to fall much farther than its peers in the SaaS space because of this heightened pricing. If we enter a recession and PLTR's business slows, it may be hammered far worse than some competitors.I believe that would only be a buy signal, however, as I am very bullish on PLTR and believe in its continued justification of its high valuation. With the kind of growth that it is projecting, it makes sense to value it above other, slower enterprises.ConclusionPLTR is a stock that has run up tremendously, but risks remain in its valuation. Q3 earnings were very impressive, with many of the \"must watch\" metrics like customer counts and contract value up over previous expectations. The headline 30% revenue growth shook markets and propelled PLTR to new heights. Whether it can maintain these heights is yet to be seen, but for now, it seems to justify its insanely high valuation.Commercial customer growth, further integration into the armed forces, and heightened revenue are all very bullish factors for PLTR that have led me to give it an upgrade to a strong buy, as I believe that it will eventually justify its valuation and come back to Earth, but that it still has more room to run. The company has just joined the S&P 500 and shows tremendous promise.Just remember that risks still remain, especially with companies that have run up as much as PLTR has. It has a lot of room to potentially fall.Thanks for reading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366955374579960,"gmtCreate":1730632419044,"gmtModify":1730632422914,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"Lawrence aq","listText":"Lawrence aq","text":"Lawrence aq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366955374579960","repostId":"1180616110","repostType":2,"repost":{"id":"1180616110","pubTimestamp":1730601000,"share":"https://ttm.financial/m/news/1180616110?lang=&edition=fundamental","pubTime":"2024-11-03 10:30","market":"us","language":"en","title":"Speaker Johnson Floats, Then Walks Back, Repeal of Bipartisan Chip Law Trump Attacked","url":"https://stock-news.laohu8.com/highlight/detail?id=1180616110","media":"Bloomberg","summary":"Speaker says GOP would ‘probably’ repeal law, then apologizesTrump could change preliminary grants to TSMC, Intel, MicronMike JohnsonRepublicans seek to “streamline” a law subsidizing American chip ma","content":"<html><head></head><body><ul style=\"\"><li><p>Speaker says GOP would ‘probably’ repeal law, then apologizes</p></li><li><p>Trump could change preliminary grants to TSMC, Intel, Micron</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/65a0c40440963803225bd3ed4972d34b\" alt=\"Mike Johnson\" title=\"Mike Johnson\" tg-width=\"2000\" tg-height=\"1334\"/><span>Mike Johnson</span></p><p style=\"text-align: start;\">Republicans seek to “streamline” a law subsidizing American chip manufacturing, House Speaker Mike Johnson said, as he backtracked from saying they “probably will” try to repeal the program that’s generated $400 billion in promised company investments.</p><p style=\"text-align: start;\">Johnson was responding to a question about his stance on the 2022 Chips and Science Act, after Republican presidential nominee Donald Trump last week called the program “so bad.” Asked whether he’d seek to repeal the law if Republicans took control of Congress and the White House, Johnson told reporters during a campaign stop in upstate New York on Friday that “I expect that we probably will, but we haven’t developed that part of the agenda yet.”</p><p>Johnson, who voted against the Chips Act, quickly walked back his remarks and said the law is “not on the agenda for repeal.” Instead, Republicans could pursue legislation to “eliminate its costly regulations and Green New Deal requirements,” he said in a statement circulated by Representative Brandon Williams, a vulnerable Republican candidate with whom he was campaigning.</p><p>The Chips Act set aside $39 billion in grants — plus 25% tax credits and billions more in loans — to revitalize American semiconductor manufacturing after decades of production shifting to Asia. Companies have pledged to invest more than 10 times that in US factories, including new plants from all five of the world’s top advanced chipmakers. Micron Corp., the lone American maker of advanced memory chips, plans to spend at least $50 billion to build factories in Williams’ district.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4d09c3105b6d05699728abd7dbd482ae\" tg-width=\"955\" tg-height=\"544\"/></p><p>The law, which passed with bipartisan support, aims to address the national security risk created by the concentration of advanced chip manufacturing in Asia, and particularly in Taiwan. It’s generating thousands of construction and manufacturing jobs in Arizona, Texas, New York, Ohio and other states where companies are building semiconductor plants and smaller supply-chain facilities.</p><p>Democrats slammed Johnson for threatening both of those priorities.</p><p style=\"text-align: start;\">Representative Alexandria Ocasio Cortez thanked the speaker for “his honesty and his forthrightness” about what Republicans would do with a House majority. Vice President Kamala Harris told reporters Saturday that Johnson backtracked on a Chips Act repeal because it’s “not popular, and their agenda is not popular.”</p><p style=\"text-align: start;\">“It is my plan and intention to continue to invest in American manufacturing, the work being done by American workers upholding and lifting up good union jobs,” the Democratic presidential nominee said in Milwaukee. “That is the way we are going to win the competition with China for the 21st century, and that is the kind of leadership that America deserves in their president.”</p><p>Williams, who in 2022 called the Chips Act “corporate welfare,” told reporters during the Friday campaign stop that he’d remind Johnson “night and day how important the Chips Act is.”</p><p style=\"text-align: start;\">He issued a statement that Johnson “apologized profusely” for his comments about a repeal, saying the speaker had “misheard the question.” Both went on to talk about reforming the law, citing its importance to national security. In particular, Williams and Johnson have discussed streamlining environmental reviews, a person familiar with the Williams campaign said.</p><p>Some federally-supported chip factories are already exempt from some permitting requirements under a bipartisan law President Joe Biden signed in October. Whether Micron’s New York facility qualifies for that carve-out is an open question because construction hasn’t started yet.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a09d3c6cb36985185323fd705d663690\" tg-width=\"826\" tg-height=\"1458\"/></p><p>Even absent a repeal, Republicans could significantly change how the law is implemented.</p><p style=\"text-align: start;\">While Biden administration officials have allocated more than 90% of the grant funding, they’ve only finalized one of those awards. The other 20 proposed awards remain preliminary, subject to due diligence before companies and officials reach binding agreements — which, if negotiations drag into next year, could be decided under the next president.</p><p style=\"text-align: start;\">That includes incentives for Micron, Intel Corp., Samsung Electronics Co. and Taiwan Semiconductor Manufacturing Co., all of which have emphasized that their investments are contingent on federal support.</p><p style=\"text-align: start;\">Trump said last month that “we didn’t have to give them the money to build a plant,” telling podcaster Joe Rogan the US could have imposed tariffs “so high that they will come and build their chip companies for nothing.”</p><p style=\"text-align: start;\">He also repeated his claim that Taiwan “stole” the US chip industry, setting off alarm bells for TSMC, which plans to invest more than $65 billion in chip factories in Arizona — a project announced under Trump.</p><p>Biden said later Saturday that Trump wants to get rid of the Chips Act. “I worked like hell to get that done,” he said at a union hall in Scranton, Pennsylvania.</p><p style=\"text-align: start;\">Intel CEO Pat Gelsinger, who has grown frustrated with the pace of negotiations as his company faces daunting financial challenges, said Thursday he remains confident the subsidy initiative will proceed regardless of who wins the Nov. 5 election. But in a New York Times interview published the week prior, he also said the election adds urgency.</p><p style=\"text-align: start;\">“Obviously, with elections, you know, nigh in front of us, hey, we want this done,” he said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Speaker Johnson Floats, Then Walks Back, Repeal of Bipartisan Chip Law Trump Attacked</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\">\nSpeaker Johnson Floats, Then Walks Back, Repeal of Bipartisan Chip Law Trump Attacked\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-03 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-11-02/the-us-chip-program-is-in-question-if-trump-wins-speaker-mike-johnson-suggests?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Speaker says GOP would ‘probably’ repeal law, then apologizesTrump could change preliminary grants to TSMC, Intel, MicronMike JohnsonRepublicans seek to “streamline” a law subsidizing American chip ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-11-02/the-us-chip-program-is-in-question-if-trump-wins-speaker-mike-johnson-suggests?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":{"TSM":"台积电","MU":"美光科技","INTC":"英特尔"},"source_url":"https://www.bloomberg.com/news/articles/2024-11-02/the-us-chip-program-is-in-question-if-trump-wins-speaker-mike-johnson-suggests?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180616110","content_text":"Speaker says GOP would ‘probably’ repeal law, then apologizesTrump could change preliminary grants to TSMC, Intel, MicronMike JohnsonRepublicans seek to “streamline” a law subsidizing American chip manufacturing, House Speaker Mike Johnson said, as he backtracked from saying they “probably will” try to repeal the program that’s generated $400 billion in promised company investments.Johnson was responding to a question about his stance on the 2022 Chips and Science Act, after Republican presidential nominee Donald Trump last week called the program “so bad.” Asked whether he’d seek to repeal the law if Republicans took control of Congress and the White House, Johnson told reporters during a campaign stop in upstate New York on Friday that “I expect that we probably will, but we haven’t developed that part of the agenda yet.”Johnson, who voted against the Chips Act, quickly walked back his remarks and said the law is “not on the agenda for repeal.” Instead, Republicans could pursue legislation to “eliminate its costly regulations and Green New Deal requirements,” he said in a statement circulated by Representative Brandon Williams, a vulnerable Republican candidate with whom he was campaigning.The Chips Act set aside $39 billion in grants — plus 25% tax credits and billions more in loans — to revitalize American semiconductor manufacturing after decades of production shifting to Asia. Companies have pledged to invest more than 10 times that in US factories, including new plants from all five of the world’s top advanced chipmakers. Micron Corp., the lone American maker of advanced memory chips, plans to spend at least $50 billion to build factories in Williams’ district.The law, which passed with bipartisan support, aims to address the national security risk created by the concentration of advanced chip manufacturing in Asia, and particularly in Taiwan. It’s generating thousands of construction and manufacturing jobs in Arizona, Texas, New York, Ohio and other states where companies are building semiconductor plants and smaller supply-chain facilities.Democrats slammed Johnson for threatening both of those priorities.Representative Alexandria Ocasio Cortez thanked the speaker for “his honesty and his forthrightness” about what Republicans would do with a House majority. Vice President Kamala Harris told reporters Saturday that Johnson backtracked on a Chips Act repeal because it’s “not popular, and their agenda is not popular.”“It is my plan and intention to continue to invest in American manufacturing, the work being done by American workers upholding and lifting up good union jobs,” the Democratic presidential nominee said in Milwaukee. “That is the way we are going to win the competition with China for the 21st century, and that is the kind of leadership that America deserves in their president.”Williams, who in 2022 called the Chips Act “corporate welfare,” told reporters during the Friday campaign stop that he’d remind Johnson “night and day how important the Chips Act is.”He issued a statement that Johnson “apologized profusely” for his comments about a repeal, saying the speaker had “misheard the question.” Both went on to talk about reforming the law, citing its importance to national security. In particular, Williams and Johnson have discussed streamlining environmental reviews, a person familiar with the Williams campaign said.Some federally-supported chip factories are already exempt from some permitting requirements under a bipartisan law President Joe Biden signed in October. Whether Micron’s New York facility qualifies for that carve-out is an open question because construction hasn’t started yet.Even absent a repeal, Republicans could significantly change how the law is implemented.While Biden administration officials have allocated more than 90% of the grant funding, they’ve only finalized one of those awards. The other 20 proposed awards remain preliminary, subject to due diligence before companies and officials reach binding agreements — which, if negotiations drag into next year, could be decided under the next president.That includes incentives for Micron, Intel Corp., Samsung Electronics Co. and Taiwan Semiconductor Manufacturing Co., all of which have emphasized that their investments are contingent on federal support.Trump said last month that “we didn’t have to give them the money to build a plant,” telling podcaster Joe Rogan the US could have imposed tariffs “so high that they will come and build their chip companies for nothing.”He also repeated his claim that Taiwan “stole” the US chip industry, setting off alarm bells for TSMC, which plans to invest more than $65 billion in chip factories in Arizona — a project announced under Trump.Biden said later Saturday that Trump wants to get rid of the Chips Act. “I worked like hell to get that done,” he said at a union hall in Scranton, Pennsylvania.Intel CEO Pat Gelsinger, who has grown frustrated with the pace of negotiations as his company faces daunting financial challenges, said Thursday he remains confident the subsidy initiative will proceed regardless of who wins the Nov. 5 election. But in a New York Times interview published the week prior, he also said the election adds urgency.“Obviously, with elections, you know, nigh in front of us, hey, we want this done,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366714854277304,"gmtCreate":1730538405038,"gmtModify":1730538409177,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"colon cancer&nbsp;","listText":"colon cancer&nbsp;","text":"colon cancer","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366714854277304","repostId":"2480839610","repostType":2,"repost":{"id":"2480839610","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":1730511000,"share":"https://ttm.financial/m/news/2480839610?lang=&edition=fundamental","pubTime":"2024-11-02 09:30","market":"us","language":"en","title":"Fed Seen on Track for 25-Basis-Point Rate Cuts Next Week and in December","url":"https://stock-news.laohu8.com/highlight/detail?id=2480839610","media":"Reuters","summary":"Nov 1 (Reuters) - Federal Reserve policymakers look all but certain to reduce short-term borrowing costs by a modest quarter of a percentage point at their policy meeting next week, their confidence t","content":"<html><head></head><body><p>Nov 1 (Reuters) - Federal Reserve policymakers look all but certain to reduce short-term borrowing costs by a modest quarter of a percentage point at their policy meeting next week, their confidence that the labor market is cooling but not crashing likely intact despite new data showing U.S. employers added fewer workers in October than in any month since December 2020.</p><p>The increase of 12,000 nonfarm payroll jobs last month was far short of the 113,000 economists had anticipated. But analysts pinned the bulk of the weak showing on the tens of thousands of workers kept temporarily off the job by a Boeing strike and the impact of two large hurricanes in the U.S. Southeast, as well as a poor response rate that clouds the true state of U.S. employment.</p><p>Some 512,000 people reported they were unable to work due to bad weather, the most for the month of October since the Bureau of Labor Statistics began tracking that figure in 1976.</p><p>The unemployment rate remained at 4.1%, low by historical standards.</p><p>But the report had weak spots. It showed that it may be getting harder to find a job once a person is out of work, with the average length of unemployment rising to 22.9 weeks, from 20.6 weeks in September. The labor force also shrank by 220,000 people, and the three-month average monthly job gain after downward revisions to prior months&#39; reports is now about 104,000, well below what most economists estimate is needed to keep up with immigration-fueled population growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d8176992f02a9ae555df92db519a0571\" alt=\"Line graph showing monthly and three month average job gains.\" title=\"Line graph showing monthly and three month average job gains.\" tg-width=\"1720\" tg-height=\"1048\"/><span>Line graph showing monthly and three month average job gains.</span></p><p>&#34;Bad weather and large labor strikes muddy the water and make labor market weakness appear worse than it truly is,&#34; Scott Anderson, chief U.S. economist at BMO Capital Markets, wrote in a note. &#34;Still, the Fed&#39;s job is to see through the noise, and they will probably take some signal from the continuing labor market softening as a sign that they can continue the process of monetary normalization without much fear of igniting another bout of inflation.&#34;</p><p>Data earlier this week showed inflation by the Fed&#39;s targeted measure running at 2.1% in September, just a notch above its 2% goal, though sticky underlying price pressures are expected to keep U.S. central bankers wary of declaring victory too early.</p><p>Notably, interest rate futures prices on Friday reflected no chance the Fed would deliver another half-percentage-point rate cut, as it did in September when it began easing policy to head off deterioration in labor markets.</p><p>Traders of futures that settle to the Fed&#39;s policy rate instead moved to price in about a 99% chance that the central bank on Nov. 7 would cut its policy rate by a quarter of a percentage point to the 4.50%-4.75% range, compared with 92% before the release of the jobs data. They see about an 83% chance that the policy rate will be in the 4.25%-4.50% range by the end of this year, compared with 69% earlier.</p><p>Fed policymakers will begin their next two-day policy meeting a day after the U.S. presidential election on Tuesday, and though the result is not expected to directly factor into their decision two days later, many analysts see election uncertainty as an added temporary weight on the labor market in October that could be reversed in coming months.</p><p>Financial markets currently see the Fed lowering its policy rate to the 3.50%-3.75% range by September of next year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3e781227b5cb57892039d4c6719548bd\" alt=\"Line graph showing various measures of inflation and the Federal Reserve&#39;s policy rate of interest.\" title=\"Line graph showing various measures of inflation and the Federal Reserve&#39;s policy rate of interest.\" tg-width=\"1648\" tg-height=\"1104\"/><span>Line graph showing various measures of inflation and the Federal Reserve&#39;s policy rate of interest.</span></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>Fed Seen on Track for 25-Basis-Point Rate Cuts Next Week and in December</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\">\nFed Seen on Track for 25-Basis-Point Rate Cuts Next Week and in December\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\">2024-11-02 09:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nov 1 (Reuters) - Federal Reserve policymakers look all but certain to reduce short-term borrowing costs by a modest quarter of a percentage point at their policy meeting next week, their confidence that the labor market is cooling but not crashing likely intact despite new data showing U.S. employers added fewer workers in October than in any month since December 2020.</p><p>The increase of 12,000 nonfarm payroll jobs last month was far short of the 113,000 economists had anticipated. But analysts pinned the bulk of the weak showing on the tens of thousands of workers kept temporarily off the job by a Boeing strike and the impact of two large hurricanes in the U.S. Southeast, as well as a poor response rate that clouds the true state of U.S. employment.</p><p>Some 512,000 people reported they were unable to work due to bad weather, the most for the month of October since the Bureau of Labor Statistics began tracking that figure in 1976.</p><p>The unemployment rate remained at 4.1%, low by historical standards.</p><p>But the report had weak spots. It showed that it may be getting harder to find a job once a person is out of work, with the average length of unemployment rising to 22.9 weeks, from 20.6 weeks in September. The labor force also shrank by 220,000 people, and the three-month average monthly job gain after downward revisions to prior months&#39; reports is now about 104,000, well below what most economists estimate is needed to keep up with immigration-fueled population growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d8176992f02a9ae555df92db519a0571\" alt=\"Line graph showing monthly and three month average job gains.\" title=\"Line graph showing monthly and three month average job gains.\" tg-width=\"1720\" tg-height=\"1048\"/><span>Line graph showing monthly and three month average job gains.</span></p><p>&#34;Bad weather and large labor strikes muddy the water and make labor market weakness appear worse than it truly is,&#34; Scott Anderson, chief U.S. economist at BMO Capital Markets, wrote in a note. &#34;Still, the Fed&#39;s job is to see through the noise, and they will probably take some signal from the continuing labor market softening as a sign that they can continue the process of monetary normalization without much fear of igniting another bout of inflation.&#34;</p><p>Data earlier this week showed inflation by the Fed&#39;s targeted measure running at 2.1% in September, just a notch above its 2% goal, though sticky underlying price pressures are expected to keep U.S. central bankers wary of declaring victory too early.</p><p>Notably, interest rate futures prices on Friday reflected no chance the Fed would deliver another half-percentage-point rate cut, as it did in September when it began easing policy to head off deterioration in labor markets.</p><p>Traders of futures that settle to the Fed&#39;s policy rate instead moved to price in about a 99% chance that the central bank on Nov. 7 would cut its policy rate by a quarter of a percentage point to the 4.50%-4.75% range, compared with 92% before the release of the jobs data. They see about an 83% chance that the policy rate will be in the 4.25%-4.50% range by the end of this year, compared with 69% earlier.</p><p>Fed policymakers will begin their next two-day policy meeting a day after the U.S. presidential election on Tuesday, and though the result is not expected to directly factor into their decision two days later, many analysts see election uncertainty as an added temporary weight on the labor market in October that could be reversed in coming months.</p><p>Financial markets currently see the Fed lowering its policy rate to the 3.50%-3.75% range by September of next year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3e781227b5cb57892039d4c6719548bd\" alt=\"Line graph showing various measures of inflation and the Federal Reserve&#39;s policy rate of interest.\" title=\"Line graph showing various measures of inflation and the Federal Reserve&#39;s policy rate of interest.\" tg-width=\"1648\" tg-height=\"1104\"/><span>Line graph showing various measures of inflation and the Federal Reserve&#39;s policy rate of interest.</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4516":"特朗普概念",".IXIC":"NASDAQ Composite","BK4564":"太空概念","BK4187":"航天航空与国防","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4551":"寇图资本持仓",".SPX":"S&P 500 Index","BK4588":"碎股","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4585":"ETF&股票定投概念",".DJI":"道琼斯"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241101:nL1N3M80JN:5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2480839610","content_text":"Nov 1 (Reuters) - Federal Reserve policymakers look all but certain to reduce short-term borrowing costs by a modest quarter of a percentage point at their policy meeting next week, their confidence that the labor market is cooling but not crashing likely intact despite new data showing U.S. employers added fewer workers in October than in any month since December 2020.The increase of 12,000 nonfarm payroll jobs last month was far short of the 113,000 economists had anticipated. But analysts pinned the bulk of the weak showing on the tens of thousands of workers kept temporarily off the job by a Boeing strike and the impact of two large hurricanes in the U.S. Southeast, as well as a poor response rate that clouds the true state of U.S. employment.Some 512,000 people reported they were unable to work due to bad weather, the most for the month of October since the Bureau of Labor Statistics began tracking that figure in 1976.The unemployment rate remained at 4.1%, low by historical standards.But the report had weak spots. It showed that it may be getting harder to find a job once a person is out of work, with the average length of unemployment rising to 22.9 weeks, from 20.6 weeks in September. The labor force also shrank by 220,000 people, and the three-month average monthly job gain after downward revisions to prior months' reports is now about 104,000, well below what most economists estimate is needed to keep up with immigration-fueled population growth.Line graph showing monthly and three month average job gains.\"Bad weather and large labor strikes muddy the water and make labor market weakness appear worse than it truly is,\" Scott Anderson, chief U.S. economist at BMO Capital Markets, wrote in a note. \"Still, the Fed's job is to see through the noise, and they will probably take some signal from the continuing labor market softening as a sign that they can continue the process of monetary normalization without much fear of igniting another bout of inflation.\"Data earlier this week showed inflation by the Fed's targeted measure running at 2.1% in September, just a notch above its 2% goal, though sticky underlying price pressures are expected to keep U.S. central bankers wary of declaring victory too early.Notably, interest rate futures prices on Friday reflected no chance the Fed would deliver another half-percentage-point rate cut, as it did in September when it began easing policy to head off deterioration in labor markets.Traders of futures that settle to the Fed's policy rate instead moved to price in about a 99% chance that the central bank on Nov. 7 would cut its policy rate by a quarter of a percentage point to the 4.50%-4.75% range, compared with 92% before the release of the jobs data. They see about an 83% chance that the policy rate will be in the 4.25%-4.50% range by the end of this year, compared with 69% earlier.Fed policymakers will begin their next two-day policy meeting a day after the U.S. presidential election on Tuesday, and though the result is not expected to directly factor into their decision two days later, many analysts see election uncertainty as an added temporary weight on the labor market in October that could be reversed in coming months.Financial markets currently see the Fed lowering its policy rate to the 3.50%-3.75% range by September of next year.Line graph showing various measures of inflation and the Federal Reserve's policy rate of interest.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355807259804024,"gmtCreate":1727869092875,"gmtModify":1727869096594,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"lake I! co's you!la","listText":"lake I! co's you!la","text":"lake I! co's you!la","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355807259804024","repostId":"1165239866","repostType":2,"repost":{"id":"1165239866","pubTimestamp":1727867348,"share":"https://ttm.financial/m/news/1165239866?lang=&edition=fundamental","pubTime":"2024-10-02 19:09","market":"us","language":"en","title":"Google Is Working on Reasoning AI, Chasing OpenAI's Efforts","url":"https://stock-news.laohu8.com/highlight/detail?id=1165239866","media":"Bloomberg","summary":"Google is working on artificial intelligence software that resembles the human ability to reason, similar to OpenAI’s o1, marking a new front in the rivalry between the tech giant and the fast-growing","content":"<html><head></head><body><p>Google is working on artificial intelligence software that resembles the human ability to reason, similar to OpenAI’s o1, marking a new front in the rivalry between the tech giant and the fast-growing startup.</p><p style=\"text-align: start;\">In recent months, multiple teams at Alphabet Inc.’s Google have been making progress on AI reasoning software, according to people with knowledge of the matter, who asked not to be identified because the information is private. Such software programs are more adept at solving multistep problems in fields such as math and computer programming.</p><p>AI researchers are pursuing reasoning models as they search for the next significant step forward in the technology. Like OpenAI, Google is trying to approximate human reasoning using a technique known as chain-of-thought prompting, according to two of the people. In this technique, which Google pioneered, the software pauses for a matter of seconds before responding to a written prompt while, behind the scenes and invisible to the user, it considers a number of related prompts and then summarizes what appears to be the best response.</p><p style=\"text-align: start;\">Google declined to comment on the effort.</p><p>Google and OpenAI have been locked in an intense fight for dominance in AI, particularly since the release of OpenAI’s ChatGPT, a popular chatbot that some investors worry will eventually obviate the need for Google search. Google has taken various steps to regain its lead, including merging its premier research labs to form the Google DeepMind unit and fortifying relationships between researchers and product teams. Yet the search giant continues to move more slowly when it comes to releasing AI products, pausing to consider ethical problems, the need to live up to the public’s expectations of trust in its brand, and the competing interests of multiple similar efforts in the vast organization.</p><p>Since OpenAI unveiled its o1 model, known internally as Strawberry, in mid-September, some in DeepMind have fretted that the company had fallen behind, according to another person with knowledge of the matter. But employees are no longer as concerned as they were following the launch of ChatGPT, now that Google has debuted some of its own work, the person said.</p><p>Despite the slower pace of Google’s product rollouts, it remains a formidable player, said Oren Etzioni, a veteran AI researcher who founded TrueMedia.org, a nonprofit dedicated to combating political disinformation.</p><p>“Technically it’s always been the case that Google’s capabilities were top notch. They were just more conservative in rolling things out,” Etzioni said. “It’s a marathon, and it’s anybody’s race to win.”</p><p>In July, Google showcased AlphaProof, which specializes in math reasoning, and AlphaGeometry 2, an updated version of a model focused on geometry that the company debuted earlier this year. The programs aced four of the six problems featured in the International Mathematical Olympiad, an annual competition in which students tackle topics such as algebra and geometry, Google said in a blog post.</p><p>At its developer conference in May, Google offered a glimpse of an AI assistant, Astra, which can use a phone’s camera to see the world around it and answer questions, such as telling a user where she had left her glasses. Google said some features of assistant may come to its flagship AI model, Gemini, toward the end of this year.</p><p>“Advanced mathematical reasoning is a critical capability for modern AI,” Google DeepMind CEO Demis Hassabis wrote in a post on social network X in July.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Google Is Working on Reasoning AI, Chasing OpenAI's Efforts</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\">\nGoogle Is Working on Reasoning AI, Chasing OpenAI's Efforts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-02 19:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-10-02/google-is-working-on-reasoning-ai-chasing-openai-s-efforts?srnd=phx-latest><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Google is working on artificial intelligence software that resembles the human ability to reason, similar to OpenAI’s o1, marking a new front in the rivalry between the tech giant and the fast-growing...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-02/google-is-working-on-reasoning-ai-chasing-openai-s-efforts?srnd=phx-latest\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.bloomberg.com/news/articles/2024-10-02/google-is-working-on-reasoning-ai-chasing-openai-s-efforts?srnd=phx-latest","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165239866","content_text":"Google is working on artificial intelligence software that resembles the human ability to reason, similar to OpenAI’s o1, marking a new front in the rivalry between the tech giant and the fast-growing startup.In recent months, multiple teams at Alphabet Inc.’s Google have been making progress on AI reasoning software, according to people with knowledge of the matter, who asked not to be identified because the information is private. Such software programs are more adept at solving multistep problems in fields such as math and computer programming.AI researchers are pursuing reasoning models as they search for the next significant step forward in the technology. Like OpenAI, Google is trying to approximate human reasoning using a technique known as chain-of-thought prompting, according to two of the people. In this technique, which Google pioneered, the software pauses for a matter of seconds before responding to a written prompt while, behind the scenes and invisible to the user, it considers a number of related prompts and then summarizes what appears to be the best response.Google declined to comment on the effort.Google and OpenAI have been locked in an intense fight for dominance in AI, particularly since the release of OpenAI’s ChatGPT, a popular chatbot that some investors worry will eventually obviate the need for Google search. Google has taken various steps to regain its lead, including merging its premier research labs to form the Google DeepMind unit and fortifying relationships between researchers and product teams. Yet the search giant continues to move more slowly when it comes to releasing AI products, pausing to consider ethical problems, the need to live up to the public’s expectations of trust in its brand, and the competing interests of multiple similar efforts in the vast organization.Since OpenAI unveiled its o1 model, known internally as Strawberry, in mid-September, some in DeepMind have fretted that the company had fallen behind, according to another person with knowledge of the matter. But employees are no longer as concerned as they were following the launch of ChatGPT, now that Google has debuted some of its own work, the person said.Despite the slower pace of Google’s product rollouts, it remains a formidable player, said Oren Etzioni, a veteran AI researcher who founded TrueMedia.org, a nonprofit dedicated to combating political disinformation.“Technically it’s always been the case that Google’s capabilities were top notch. They were just more conservative in rolling things out,” Etzioni said. “It’s a marathon, and it’s anybody’s race to win.”In July, Google showcased AlphaProof, which specializes in math reasoning, and AlphaGeometry 2, an updated version of a model focused on geometry that the company debuted earlier this year. The programs aced four of the six problems featured in the International Mathematical Olympiad, an annual competition in which students tackle topics such as algebra and geometry, Google said in a blog post.At its developer conference in May, Google offered a glimpse of an AI assistant, Astra, which can use a phone’s camera to see the world around it and answer questions, such as telling a user where she had left her glasses. Google said some features of assistant may come to its flagship AI model, Gemini, toward the end of this year.“Advanced mathematical reasoning is a critical capability for modern AI,” Google DeepMind CEO Demis Hassabis wrote in a post on social network X in July.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353226841698376,"gmtCreate":1727244096637,"gmtModify":1727244099816,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"gwjetuadut","listText":"gwjetuadut","text":"gwjetuadut","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353226841698376","repostId":"1127372415","repostType":2,"repost":{"id":"1127372415","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1727235417,"share":"https://ttm.financial/m/news/1127372415?lang=&edition=fundamental","pubTime":"2024-09-25 11:36","market":"us","language":"en","title":"Nvidia's AI Tech Hits The Tracks: Hitachi Rail Taps Into Real-Time Maintenance To Boost Reliability, Slash Costs","url":"https://stock-news.laohu8.com/highlight/detail?id=1127372415","media":"Benzinga","summary":"Hitachi Rail subsidiary of Hitachi has announced the integration of $NVIDIA Corp(NVDA)$ technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability","content":"<html><head></head><body><p>Hitachi Rail subsidiary of Hitachi has announced the integration of <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: Hitachi Rail, a global leader in transportation, is adopting Nvidia technology to enhance railway operations, reduce maintenance costs, and improve transit reliability, the company said in a news release on Monday.</p><p style=\"text-align: start;\">The company is incorporating the NVIDIA IGX platform into its HMAX system to process sensor and camera data in real time. This integration aims to expedite the detection of track issues, monitor power line degradation, and assess the health of trains and signaling equipment.</p><p>Hitachi Rail estimates that proactive maintenance is seven times less costly than emergency repairs. The company&#39;s existing AI systems have already reduced service delays by up to 20% and maintenance costs by up to 15%, while cutting energy consumption by up to 40%, according to Nvidia’s blog post.</p><p>Koji Agatsuma, Executive Director and CTO of Rail Vehicles at Hitachi Rail stated, “Using previous digital monitoring systems, it would take a few days to process the data and discover issues that need attention. If we can instead conduct real-time prediction using NVIDIA technology, that enables us to avoid service disruptions and significantly improve safety, reliability, and operating costs.”</p><p>The new AI applications, developed using NVIDIA AI Enterprise software, will be available through the HMAX platform. These tools will help operators monitor train fleets and infrastructure more efficiently, providing timely alerts and optimizing maintenance schedules.</p><p><strong>Why It Matters</strong>: The integration of Nvidia technology into Hitachi Rail’s operations is part of a broader trend of AI adoption in various industries. Recently, Nvidia’s stock surged following reports that CEO Jensen Huang had completed selling company shares under a trading plan earlier than expected.</p><p style=\"text-align: start;\">Moreover, Nvidia has been actively expanding its AI capabilities through strategic partnerships. For instance, Alibaba Group Holdings recently teamed up with Nvidia to enhance AI and autonomous driving technologies.</p><p style=\"text-align: start;\"><strong>Price Action</strong>: Nvidia’s stock closed at $120.87 on Tuesday, up 3.97% for the day. In after-hours trading, the stock continued to rise, up 0.76%. Year to date, Nvidia has surged by 150.92%.</p><p style=\"text-align: start;\">Meanwhile, Hitachi’s stock on the Japanese exchange is trading at 3,824 JPY, down 0.83%. Despite the day’s decline, Hitachi’s stock has risen by 88.00% year to date, according to data from Benzinga Pro.</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 AI Tech Hits The Tracks: Hitachi Rail Taps Into Real-Time Maintenance To Boost Reliability, Slash Costs</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 AI Tech Hits The Tracks: Hitachi Rail Taps Into Real-Time Maintenance To Boost Reliability, Slash Costs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-09-25 11:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hitachi Rail subsidiary of Hitachi has announced the integration of <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: Hitachi Rail, a global leader in transportation, is adopting Nvidia technology to enhance railway operations, reduce maintenance costs, and improve transit reliability, the company said in a news release on Monday.</p><p style=\"text-align: start;\">The company is incorporating the NVIDIA IGX platform into its HMAX system to process sensor and camera data in real time. This integration aims to expedite the detection of track issues, monitor power line degradation, and assess the health of trains and signaling equipment.</p><p>Hitachi Rail estimates that proactive maintenance is seven times less costly than emergency repairs. The company&#39;s existing AI systems have already reduced service delays by up to 20% and maintenance costs by up to 15%, while cutting energy consumption by up to 40%, according to Nvidia’s blog post.</p><p>Koji Agatsuma, Executive Director and CTO of Rail Vehicles at Hitachi Rail stated, “Using previous digital monitoring systems, it would take a few days to process the data and discover issues that need attention. If we can instead conduct real-time prediction using NVIDIA technology, that enables us to avoid service disruptions and significantly improve safety, reliability, and operating costs.”</p><p>The new AI applications, developed using NVIDIA AI Enterprise software, will be available through the HMAX platform. These tools will help operators monitor train fleets and infrastructure more efficiently, providing timely alerts and optimizing maintenance schedules.</p><p><strong>Why It Matters</strong>: The integration of Nvidia technology into Hitachi Rail’s operations is part of a broader trend of AI adoption in various industries. Recently, Nvidia’s stock surged following reports that CEO Jensen Huang had completed selling company shares under a trading plan earlier than expected.</p><p style=\"text-align: start;\">Moreover, Nvidia has been actively expanding its AI capabilities through strategic partnerships. For instance, Alibaba Group Holdings recently teamed up with Nvidia to enhance AI and autonomous driving technologies.</p><p style=\"text-align: start;\"><strong>Price Action</strong>: Nvidia’s stock closed at $120.87 on Tuesday, up 3.97% for the day. In after-hours trading, the stock continued to rise, up 0.76%. Year to date, Nvidia has surged by 150.92%.</p><p style=\"text-align: start;\">Meanwhile, Hitachi’s stock on the Japanese exchange is trading at 3,824 JPY, down 0.83%. Despite the day’s decline, Hitachi’s stock has risen by 88.00% year to date, according to data from Benzinga Pro.</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":"1127372415","content_text":"Hitachi Rail subsidiary of Hitachi has announced the integration of NVIDIA Corp technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability.What Happened: Hitachi Rail, a global leader in transportation, is adopting Nvidia technology to enhance railway operations, reduce maintenance costs, and improve transit reliability, the company said in a news release on Monday.The company is incorporating the NVIDIA IGX platform into its HMAX system to process sensor and camera data in real time. This integration aims to expedite the detection of track issues, monitor power line degradation, and assess the health of trains and signaling equipment.Hitachi Rail estimates that proactive maintenance is seven times less costly than emergency repairs. The company's existing AI systems have already reduced service delays by up to 20% and maintenance costs by up to 15%, while cutting energy consumption by up to 40%, according to Nvidia’s blog post.Koji Agatsuma, Executive Director and CTO of Rail Vehicles at Hitachi Rail stated, “Using previous digital monitoring systems, it would take a few days to process the data and discover issues that need attention. If we can instead conduct real-time prediction using NVIDIA technology, that enables us to avoid service disruptions and significantly improve safety, reliability, and operating costs.”The new AI applications, developed using NVIDIA AI Enterprise software, will be available through the HMAX platform. These tools will help operators monitor train fleets and infrastructure more efficiently, providing timely alerts and optimizing maintenance schedules.Why It Matters: The integration of Nvidia technology into Hitachi Rail’s operations is part of a broader trend of AI adoption in various industries. Recently, Nvidia’s stock surged following reports that CEO Jensen Huang had completed selling company shares under a trading plan earlier than expected.Moreover, Nvidia has been actively expanding its AI capabilities through strategic partnerships. For instance, Alibaba Group Holdings recently teamed up with Nvidia to enhance AI and autonomous driving technologies.Price Action: Nvidia’s stock closed at $120.87 on Tuesday, up 3.97% for the day. In after-hours trading, the stock continued to rise, up 0.76%. Year to date, Nvidia has surged by 150.92%.Meanwhile, Hitachi’s stock on the Japanese exchange is trading at 3,824 JPY, down 0.83%. Despite the day’s decline, Hitachi’s stock has risen by 88.00% year to date, according to data from Benzinga Pro.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344878411145256,"gmtCreate":1725191708949,"gmtModify":1725191712618,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"for Example And The GJK IOthose aq","listText":"for Example And The GJK IOthose aq","text":"for Example And The GJK IOthose aq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344878411145256","repostId":"2464205936","repostType":2,"repost":{"id":"2464205936","pubTimestamp":1725183935,"share":"https://ttm.financial/m/news/2464205936?lang=&edition=fundamental","pubTime":"2024-09-01 17:45","market":"us","language":"en","title":"Li Auto Delivers 48,122 Cars in Aug, Down 5.64% from Jul","url":"https://stock-news.laohu8.com/highlight/detail?id=2464205936","media":"CnEVPost","summary":"Li Auto delivered 48,122 vehicles in August, down 5.64 percent from July but up 37.83 percent year-on-year.","content":"<html><head></head><body><blockquote><p>Li Auto (NASDAQ: LI) delivered 48,122 vehicles in August, down 5.64 percent from July but up 37.83 percent year-on-year.</p></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/12bce9975af2bb82c9977e3c83ade125\" tg-width=\"1200\" tg-height=\"628\"/></p><p>Li Auto Inc. today announced that it delivered 48,122 vehicles in August 2024, an increase of 37.8% year over year. This brought the Company&#39;s total deliveries in 2024 to 288,103. As of August 31, 2024, its cumulative deliveries reached 921,467 vehicles.</p><p>“Li L6 has gained widespread popularity among young users, with deliveries exceeding 20,000 for the third consecutive month, further expanding our market share. Notably, our share of the RMB200,000 and higher NEV market grew to 18% in July, outpacing Tesla to become the sales champion among NEV brands in China.</p><p>We maintained our strong momentum, retaining the top spot in sales among China&#39;s emerging new energy auto brands in August. During the third quarter, we have been enhancing the product strength across all our models through continued OTA updates, further boosting user satisfaction and driving our NPS to a new high for the year to date. Additionally, our full-stack proprietary autonomous driving architecture, which integrates an end-to-end (E2E) model and a vision-language model (VLM), showcased its strong capabilities and potential for further evolution during user testing. The penetration rate of city NOA mileage among test users has exceeded 50%,” commented Xiang Li, chairman and chief executive officer of Li Auto.</p><p>“As we enhance autonomous driving system, we are also maximizing the effectiveness of our active safety features. We rolled out the industry&#39;s first fully automatic emergency steering function, providing users dual protections in extreme scenarios through AEB and AES.</p><p>We would like to express our gratitude to over 900,000 families for choosing Li Auto. Their recognition serves as a long-term driving force behind our commitment to investing in research and development. We will remain steadfast in our focus on user value to create greater happiness for families in this era of AI innovation.”</p><p>As of August 31, 2024, the Company had 481 retail stores in 145 cities, 423 servicing centers and Li Auto-authorized body and paint shops operating in 220 cities, and 748 super charging stations in operation equipped with 3,506 charging stalls in China.</p></body></html>","source":"cnevpost_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>Li Auto Delivers 48,122 Cars in Aug, Down 5.64% from Jul</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\">\nLi Auto Delivers 48,122 Cars in Aug, Down 5.64% from Jul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-01 17:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2024/09/01/li-auto-deliveries-aug-2024/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Li Auto (NASDAQ: LI) delivered 48,122 vehicles in August, down 5.64 percent from July but up 37.83 percent year-on-year.Li Auto Inc. today announced that it delivered 48,122 vehicles in August 2024, ...</p>\n\n<a href=\"https://cnevpost.com/2024/09/01/li-auto-deliveries-aug-2024/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4526":"热门中概股","BK4099":"汽车制造商","BK4503":"景林资产持仓","02015":"理想汽车-W","BK4548":"巴美列捷福持仓","BK4563":"昨日强势股","BK4551":"寇图资本持仓","LI":"理想汽车","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK4588":"碎股"},"source_url":"https://cnevpost.com/2024/09/01/li-auto-deliveries-aug-2024/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2464205936","content_text":"Li Auto (NASDAQ: LI) delivered 48,122 vehicles in August, down 5.64 percent from July but up 37.83 percent year-on-year.Li Auto Inc. today announced that it delivered 48,122 vehicles in August 2024, an increase of 37.8% year over year. This brought the Company's total deliveries in 2024 to 288,103. As of August 31, 2024, its cumulative deliveries reached 921,467 vehicles.“Li L6 has gained widespread popularity among young users, with deliveries exceeding 20,000 for the third consecutive month, further expanding our market share. Notably, our share of the RMB200,000 and higher NEV market grew to 18% in July, outpacing Tesla to become the sales champion among NEV brands in China.We maintained our strong momentum, retaining the top spot in sales among China's emerging new energy auto brands in August. During the third quarter, we have been enhancing the product strength across all our models through continued OTA updates, further boosting user satisfaction and driving our NPS to a new high for the year to date. Additionally, our full-stack proprietary autonomous driving architecture, which integrates an end-to-end (E2E) model and a vision-language model (VLM), showcased its strong capabilities and potential for further evolution during user testing. The penetration rate of city NOA mileage among test users has exceeded 50%,” commented Xiang Li, chairman and chief executive officer of Li Auto.“As we enhance autonomous driving system, we are also maximizing the effectiveness of our active safety features. We rolled out the industry's first fully automatic emergency steering function, providing users dual protections in extreme scenarios through AEB and AES.We would like to express our gratitude to over 900,000 families for choosing Li Auto. Their recognition serves as a long-term driving force behind our commitment to investing in research and development. We will remain steadfast in our focus on user value to create greater happiness for families in this era of AI innovation.”As of August 31, 2024, the Company had 481 retail stores in 145 cities, 423 servicing centers and Li Auto-authorized body and paint shops operating in 220 cities, and 748 super charging stations in operation equipped with 3,506 charging stalls in China.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":334782122635288,"gmtCreate":1722767213202,"gmtModify":1722767217218,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"wirgaur payru","listText":"wirgaur payru","text":"wirgaur payru","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334782122635288","repostId":"1172345782","repostType":2,"repost":{"id":"1172345782","pubTimestamp":1722731964,"share":"https://ttm.financial/m/news/1172345782?lang=&edition=fundamental","pubTime":"2024-08-04 08:39","market":"us","language":"en","title":"Breaking Down the Tech Giants’ AI Spending Surge","url":"https://stock-news.laohu8.com/highlight/detail?id=1172345782","media":"wall street journal","summary":"Alphabet, Amazon, Meta and Microsoft are placing ever-bigger bets on the artificial intelligence boom. Execs say they are just getting started.Big technology companies deepened their commitments to ar","content":"<html><head></head><body><blockquote><p>Alphabet, Amazon, Meta and Microsoft are placing ever-bigger bets on the artificial intelligence boom. Execs say they are just getting started.</p></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/719354e80612861ce34ebe5bc05d1d8f\" tg-width=\"1071\" tg-height=\"680\"/></p><p>Big technology companies deepened their commitments to artificial-intelligence efforts in the latest quarter, pouring billions of dollars into capital-spending projects and telling investors more is on the way.</p><p style=\"text-align: start;\">In earnings statements over the past two weeks, Amazon.com, Microsoft MSFT -2.07%decrease; red down pointing triangle, Facebook parent Meta Platforms and Google parent Alphabet GOOGL -2.40%decrease; red down pointing triangle each reported jumps in purchases of property and equipment, a measure of capital spending. For all but Meta META -1.93%decrease; red down pointing triangle, the latest quarterly figure was the highest in years.</p><p>The companies don’t disclose the share of outlays going toward AI-related initiatives, but executives tied the spending surge to investments in infrastructure required for developing the technology, such as data centers, servers and real estate. On calls with analysts, they also said the spending is expected to pay off over a number of years, and that the current risk is in investing too little in AI, rather than too much.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/64c99f09953eff53ba706c61d133ced7\" tg-width=\"1242\" tg-height=\"1322\"/></p><p>This isn’t the first time Big Tech has ramped up spending in an effort to get ahead. Amazon AMZN -8.78%decrease; red down pointing triangle invested heavily in its delivery network to meet demand during the Covid-19 pandemic, for example, though the company has recently shifted its spending focus from retail warehouses to data-center infrastructure.</p><p>Some companies said their capital spending was higher when you add expenses beyond the purchases of property and equipment. For example, Microsoft said that, including finance leases, its capital expenditures totaled $19 billion in its most recently completed quarter.</p><p>While the AI frenzy has helped send market values soaring for some of the largest players in the space, the stocks have turned lower recently following the large gains.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/39141650635b1e383c20038662121b11\" tg-width=\"1066\" tg-height=\"787\"/></p></body></html>","source":"wsj_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>Breaking Down the Tech Giants’ AI Spending Surge</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\">\nBreaking Down the Tech Giants’ AI Spending Surge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-04 08:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/finance/stocks/breaking-down-the-tech-giants-ai-spending-surge-e282ca24?mod=lead_feature_below_a_pos1><strong>wall street journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet, Amazon, Meta and Microsoft are placing ever-bigger bets on the artificial intelligence boom. Execs say they are just getting started.Big technology companies deepened their commitments to ...</p>\n\n<a href=\"https://www.wsj.com/finance/stocks/breaking-down-the-tech-giants-ai-spending-surge-e282ca24?mod=lead_feature_below_a_pos1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","META":"Meta Platforms, Inc.","AMZN":"亚马逊","MSFT":"微软"},"source_url":"https://www.wsj.com/finance/stocks/breaking-down-the-tech-giants-ai-spending-surge-e282ca24?mod=lead_feature_below_a_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172345782","content_text":"Alphabet, Amazon, Meta and Microsoft are placing ever-bigger bets on the artificial intelligence boom. Execs say they are just getting started.Big technology companies deepened their commitments to artificial-intelligence efforts in the latest quarter, pouring billions of dollars into capital-spending projects and telling investors more is on the way.In earnings statements over the past two weeks, Amazon.com, Microsoft MSFT -2.07%decrease; red down pointing triangle, Facebook parent Meta Platforms and Google parent Alphabet GOOGL -2.40%decrease; red down pointing triangle each reported jumps in purchases of property and equipment, a measure of capital spending. For all but Meta META -1.93%decrease; red down pointing triangle, the latest quarterly figure was the highest in years.The companies don’t disclose the share of outlays going toward AI-related initiatives, but executives tied the spending surge to investments in infrastructure required for developing the technology, such as data centers, servers and real estate. On calls with analysts, they also said the spending is expected to pay off over a number of years, and that the current risk is in investing too little in AI, rather than too much.This isn’t the first time Big Tech has ramped up spending in an effort to get ahead. Amazon AMZN -8.78%decrease; red down pointing triangle invested heavily in its delivery network to meet demand during the Covid-19 pandemic, for example, though the company has recently shifted its spending focus from retail warehouses to data-center infrastructure.Some companies said their capital spending was higher when you add expenses beyond the purchases of property and equipment. For example, Microsoft said that, including finance leases, its capital expenditures totaled $19 billion in its most recently completed quarter.While the AI frenzy has helped send market values soaring for some of the largest players in the space, the stocks have turned lower recently following the large gains.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":334781731131648,"gmtCreate":1722767127233,"gmtModify":1722767131157,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"Garuaoewj","listText":"Garuaoewj","text":"Garuaoewj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334781731131648","repostId":"2456429491","repostType":2,"repost":{"id":"2456429491","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1722732121,"share":"https://ttm.financial/m/news/2456429491?lang=&edition=fundamental","pubTime":"2024-08-04 08:42","market":"hk","language":"en","title":"Lousy Jobs Report Forces Fed to Reckon With Hard Landing","url":"https://stock-news.laohu8.com/highlight/detail?id=2456429491","media":"Dow Jones","summary":"By Nick Timiraos and Paul KiernanThe script is being flipped for the U.S. economy.For 2 1/2 years, high inflation has drawn a nearly single-minded focus from the Federal Reserve and the White House as","content":"<html><head></head><body><p>By Nick Timiraos and Paul Kiernan</p><p>The script is being flipped for the U.S. economy.</p><p>For 2 1/2 years, high inflation has drawn a nearly single-minded focus from the Federal Reserve and the White House as the nation&#39;s foremost economic challenge.</p><p>But in the span of a week, punctuated by a surprisingly lackluster July hiring report on Friday that sent markets reeling, the labor market has become the locus of concern for economic policymakers in Washington.</p><p>Fed officials have spent the year trained on ensuring inflation moves down without causing unnecessary weakness, achieving a so-called soft landing. Given recent declines in inflation, &#34;Now the question is whether we are settling at full employment, or whether we are blowing through full employment. That&#39;s a critical question,&#34; said Chicago Fed President Austan Goolsbee in an interview Friday.</p><p>A broader economic slowdown, if it materializes in coming months, could also upend an already volatile presidential race between former President Donald Trump and Vice President Kamala Harris.</p><p>&#34;It goes without saying that if the economy rolls over, the odds of Harris becoming president would dwindle,&#34; said Marc Sumerlin, an economist who advised President George W. Bush.</p><p>Whether the latest data reflect an economic soft patch or a more ominous downturn could depend on how the Fed responds in the months ahead and whether lower interest rates shore up a slowing economy.</p><p>Fed Chair Jerome Powell this past week signaled a rate cut was likely at officials&#39; meeting next month. They voted Wednesday to hold their benchmark short-term rate steady at the highest level in two decades.</p><p>Inflation has fallen from a high of 7.1% two years ago to 2.5% in June, according to the Fed&#39;s preferred gauge. The unemployment rate rose to 4.3% in July, up from 4.1% in June and 3.7% at the beginning of the year.</p><p>&#34;Inflation is no longer the issue,&#34; said Laurence Meyer, a former Fed governor, in an interview Friday. &#34;The situation has just totally changed.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ccf69b319b57b106dce1ae3a0b6de8de\" alt=\"Fed Chair Jerome Powell signaled Wednesday at a news conference that a rate cut was likely in September. Photo: Kevin Mohatt/Reuters\" title=\"Fed Chair Jerome Powell signaled Wednesday at a news conference that a rate cut was likely in September. Photo: Kevin Mohatt/Reuters\" tg-width=\"700\" tg-height=\"466\"/><span>Fed Chair Jerome Powell signaled Wednesday at a news conference that a rate cut was likely in September. Photo: Kevin Mohatt/Reuters</span></p><p>Investors are afraid the Fed is running late. Friday&#39;s report shifts the debate from when officials will cut to how large their reduction next month should be: a traditional quarter-point cut or the larger half-point reduction, such as what occurred on the eve of recessions in 2001 and 2007.</p><h2 id=\"id_3600072568\">&#39;They look offsides&#39;</h2><p>Many analysts expect the Fed will cut rates by a quarter-point at each of its three remaining meetings this year. That would lower the Fed&#39;s rate to just above 4.5%, from its current 5.3%.</p><p>A handful of economists said Friday that the Fed will need to move faster to improve its odds of short-circuiting a downturn. That is because interest rates were raised last year to a level that aims to slow economic growth, as a driver presses down on the brake of a car.</p><p>If the economy is now slowing down more than the Fed anticipated, the central bank will need to set rates closer to a so-called neutral level, effectively taking its foot off the brake. While the neutral rate can&#39;t be observed, many economists think it might be between 3% and 4%.</p><p>Some weakness in the jobs report might have been exaggerated, said Michael Feroli, chief U.S. economist at JPMorgan. The higher unemployment rate reflected a big jump in people who faced a temporary, as opposed to permanent, layoff. While hiring has slowed this year, the unemployment rate has crept up in large part because more people who weren&#39;t previously looking for jobs have sought work.</p><p>Because Feroli thinks rates need to be closer to neutral relatively soon, he expects the Fed to cut rates by 1.25 percentage points this year, including by a half-point at each of its next two meetings in September and November.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b0d1ce4e215390862257822c0719f539\" alt=\"The campaign of former President Donald Trump seized on Friday’s jobs report as evidence of a looming recession. Photo: Spencer Platt/Getty Images\" title=\"The campaign of former President Donald Trump seized on Friday’s jobs report as evidence of a looming recession. Photo: Spencer Platt/Getty Images\" tg-width=\"700\" tg-height=\"466\"/><span>The campaign of former President Donald Trump seized on Friday’s jobs report as evidence of a looming recession. Photo: Spencer Platt/Getty Images</span></p><p>&#34;They look offsides,&#34; Feroli said. &#34;There is good reason to get back onsides here. I don&#39;t see the rationale for going slow, even if the data don&#39;t disappoint in a big way over the next six weeks.&#34;</p><h2 id=\"id_2922029984\">An underwater beach ball</h2><p>Already, a bond-market rally has lowered borrowing costs in anticipation of Fed cuts. (Bond yields fall when prices rise.) That is good news for would-be home buyers. The average 30-year mortgage rate tumbled to 6.4% on Friday, down from 6.86% a week earlier, according to Mortgage News Daily. Any boost in demand for housing might boost spending that cushions softness elsewhere in the economy.</p><p>A sustained stock-market downturn, however, could be perilous. The postpandemic expansion has been fueled to an unusual degree by strong growth in incomes and asset prices, such as lofty stocks -- as opposed to a more traditional boom in lending and credit growth.</p><p>Because a strong labor market and buoyant stock market have been critical growth engines, if both lose steam, the economy could sputter.</p><p>A related concern is that job-market weakness might be masked because companies that labored mightily to rehire workers after the pandemic are reluctant to let them go. A rapid shift in sentiment -- triggered, for example, by a significant stock-market rout -- could serve as a catalyst for firing workers and slashing investment plans.</p><p>Like a beach ball that shoots up after being held underwater, once sentiment flips and companies decide demand is too soft to keep those workers, joblessness would climb much faster than it has so far.</p><p>Facing somewhat weaker domestic growth, the European Central Bank and the Bank of Canada began cutting rates in June. The Bank of England joined them this past week.</p><h2 id=\"id_3787620058\">Election effects</h2><p>Negative economic headlines, a pickup in layoffs and continued stock-market turmoil would seriously set back Harris&#39;s campaign to keep Democratic control of the White House. Voters tend to punish incumbent presidents -- or their party -- when economic sentiment is heading south.</p><p>While an unemployment rate anywhere below 5% is historically low, the recent trend could matter more than the overall level. President Barack Obama was re-elected in 2012 with an unemployment rate that had edged just below 8% -- but had fallen from a high of 10% three years earlier.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fab54a942c39d676af194addd62504d9\" alt=\"A pickup in layoffs would pose a setback to Vice President Kamala Harris’s campaign. Photo: Edward m. Pio Roda/EPA/Shutterstock\" title=\"A pickup in layoffs would pose a setback to Vice President Kamala Harris’s campaign. Photo: Edward m. Pio Roda/EPA/Shutterstock\" tg-width=\"700\" tg-height=\"473\"/><span>A pickup in layoffs would pose a setback to Vice President Kamala Harris’s campaign. Photo: Edward m. Pio Roda/EPA/Shutterstock</span></p><p>And Democrats failed to maintain control of the White House in 2000 and 2016 despite an unemployment rate that had fallen to its lowest level in years.</p><p>The Trump campaign had already made the Biden administration&#39;s stewardship of a high-inflation economy a centerpiece of its bid for the White House. Higher unemployment would allow Republicans to launch a double-barreled attack.</p><p>Trump&#39;s campaign seized on Friday&#39;s data as evidence of &#34;a looming recession,&#34; calling it &#34;a five-alarm-fire jobs report.&#34;</p><p>Still, the current labor market can&#39;t reasonably be described as weak. Unfilled jobs outnumber unemployed workers, and layoffs have remained subdued. President Biden, in a statement after the jobs report, noted that nearly 16 million jobs had been created since he and Harris took office. The Harris campaign declined to comment further.</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>Lousy Jobs Report Forces Fed to Reckon With Hard Landing</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\">\nLousy Jobs Report Forces Fed to Reckon With Hard Landing\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-08-04 08:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>By Nick Timiraos and Paul Kiernan</p><p>The script is being flipped for the U.S. economy.</p><p>For 2 1/2 years, high inflation has drawn a nearly single-minded focus from the Federal Reserve and the White House as the nation&#39;s foremost economic challenge.</p><p>But in the span of a week, punctuated by a surprisingly lackluster July hiring report on Friday that sent markets reeling, the labor market has become the locus of concern for economic policymakers in Washington.</p><p>Fed officials have spent the year trained on ensuring inflation moves down without causing unnecessary weakness, achieving a so-called soft landing. Given recent declines in inflation, &#34;Now the question is whether we are settling at full employment, or whether we are blowing through full employment. That&#39;s a critical question,&#34; said Chicago Fed President Austan Goolsbee in an interview Friday.</p><p>A broader economic slowdown, if it materializes in coming months, could also upend an already volatile presidential race between former President Donald Trump and Vice President Kamala Harris.</p><p>&#34;It goes without saying that if the economy rolls over, the odds of Harris becoming president would dwindle,&#34; said Marc Sumerlin, an economist who advised President George W. Bush.</p><p>Whether the latest data reflect an economic soft patch or a more ominous downturn could depend on how the Fed responds in the months ahead and whether lower interest rates shore up a slowing economy.</p><p>Fed Chair Jerome Powell this past week signaled a rate cut was likely at officials&#39; meeting next month. They voted Wednesday to hold their benchmark short-term rate steady at the highest level in two decades.</p><p>Inflation has fallen from a high of 7.1% two years ago to 2.5% in June, according to the Fed&#39;s preferred gauge. The unemployment rate rose to 4.3% in July, up from 4.1% in June and 3.7% at the beginning of the year.</p><p>&#34;Inflation is no longer the issue,&#34; said Laurence Meyer, a former Fed governor, in an interview Friday. &#34;The situation has just totally changed.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ccf69b319b57b106dce1ae3a0b6de8de\" alt=\"Fed Chair Jerome Powell signaled Wednesday at a news conference that a rate cut was likely in September. Photo: Kevin Mohatt/Reuters\" title=\"Fed Chair Jerome Powell signaled Wednesday at a news conference that a rate cut was likely in September. Photo: Kevin Mohatt/Reuters\" tg-width=\"700\" tg-height=\"466\"/><span>Fed Chair Jerome Powell signaled Wednesday at a news conference that a rate cut was likely in September. Photo: Kevin Mohatt/Reuters</span></p><p>Investors are afraid the Fed is running late. Friday&#39;s report shifts the debate from when officials will cut to how large their reduction next month should be: a traditional quarter-point cut or the larger half-point reduction, such as what occurred on the eve of recessions in 2001 and 2007.</p><h2 id=\"id_3600072568\">&#39;They look offsides&#39;</h2><p>Many analysts expect the Fed will cut rates by a quarter-point at each of its three remaining meetings this year. That would lower the Fed&#39;s rate to just above 4.5%, from its current 5.3%.</p><p>A handful of economists said Friday that the Fed will need to move faster to improve its odds of short-circuiting a downturn. That is because interest rates were raised last year to a level that aims to slow economic growth, as a driver presses down on the brake of a car.</p><p>If the economy is now slowing down more than the Fed anticipated, the central bank will need to set rates closer to a so-called neutral level, effectively taking its foot off the brake. While the neutral rate can&#39;t be observed, many economists think it might be between 3% and 4%.</p><p>Some weakness in the jobs report might have been exaggerated, said Michael Feroli, chief U.S. economist at JPMorgan. The higher unemployment rate reflected a big jump in people who faced a temporary, as opposed to permanent, layoff. While hiring has slowed this year, the unemployment rate has crept up in large part because more people who weren&#39;t previously looking for jobs have sought work.</p><p>Because Feroli thinks rates need to be closer to neutral relatively soon, he expects the Fed to cut rates by 1.25 percentage points this year, including by a half-point at each of its next two meetings in September and November.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b0d1ce4e215390862257822c0719f539\" alt=\"The campaign of former President Donald Trump seized on Friday’s jobs report as evidence of a looming recession. Photo: Spencer Platt/Getty Images\" title=\"The campaign of former President Donald Trump seized on Friday’s jobs report as evidence of a looming recession. Photo: Spencer Platt/Getty Images\" tg-width=\"700\" tg-height=\"466\"/><span>The campaign of former President Donald Trump seized on Friday’s jobs report as evidence of a looming recession. Photo: Spencer Platt/Getty Images</span></p><p>&#34;They look offsides,&#34; Feroli said. &#34;There is good reason to get back onsides here. I don&#39;t see the rationale for going slow, even if the data don&#39;t disappoint in a big way over the next six weeks.&#34;</p><h2 id=\"id_2922029984\">An underwater beach ball</h2><p>Already, a bond-market rally has lowered borrowing costs in anticipation of Fed cuts. (Bond yields fall when prices rise.) That is good news for would-be home buyers. The average 30-year mortgage rate tumbled to 6.4% on Friday, down from 6.86% a week earlier, according to Mortgage News Daily. Any boost in demand for housing might boost spending that cushions softness elsewhere in the economy.</p><p>A sustained stock-market downturn, however, could be perilous. The postpandemic expansion has been fueled to an unusual degree by strong growth in incomes and asset prices, such as lofty stocks -- as opposed to a more traditional boom in lending and credit growth.</p><p>Because a strong labor market and buoyant stock market have been critical growth engines, if both lose steam, the economy could sputter.</p><p>A related concern is that job-market weakness might be masked because companies that labored mightily to rehire workers after the pandemic are reluctant to let them go. A rapid shift in sentiment -- triggered, for example, by a significant stock-market rout -- could serve as a catalyst for firing workers and slashing investment plans.</p><p>Like a beach ball that shoots up after being held underwater, once sentiment flips and companies decide demand is too soft to keep those workers, joblessness would climb much faster than it has so far.</p><p>Facing somewhat weaker domestic growth, the European Central Bank and the Bank of Canada began cutting rates in June. The Bank of England joined them this past week.</p><h2 id=\"id_3787620058\">Election effects</h2><p>Negative economic headlines, a pickup in layoffs and continued stock-market turmoil would seriously set back Harris&#39;s campaign to keep Democratic control of the White House. Voters tend to punish incumbent presidents -- or their party -- when economic sentiment is heading south.</p><p>While an unemployment rate anywhere below 5% is historically low, the recent trend could matter more than the overall level. President Barack Obama was re-elected in 2012 with an unemployment rate that had edged just below 8% -- but had fallen from a high of 10% three years earlier.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fab54a942c39d676af194addd62504d9\" alt=\"A pickup in layoffs would pose a setback to Vice President Kamala Harris’s campaign. Photo: Edward m. Pio Roda/EPA/Shutterstock\" title=\"A pickup in layoffs would pose a setback to Vice President Kamala Harris’s campaign. Photo: Edward m. Pio Roda/EPA/Shutterstock\" tg-width=\"700\" tg-height=\"473\"/><span>A pickup in layoffs would pose a setback to Vice President Kamala Harris’s campaign. Photo: Edward m. Pio Roda/EPA/Shutterstock</span></p><p>And Democrats failed to maintain control of the White House in 2000 and 2016 despite an unemployment rate that had fallen to its lowest level in years.</p><p>The Trump campaign had already made the Biden administration&#39;s stewardship of a high-inflation economy a centerpiece of its bid for the White House. Higher unemployment would allow Republicans to launch a double-barreled attack.</p><p>Trump&#39;s campaign seized on Friday&#39;s data as evidence of &#34;a looming recession,&#34; calling it &#34;a five-alarm-fire jobs report.&#34;</p><p>Still, the current labor market can&#39;t reasonably be described as weak. Unfilled jobs outnumber unemployed workers, and layoffs have remained subdued. President Biden, in a statement after the jobs report, noted that nearly 16 million jobs had been created since he and Harris took office. The Harris campaign declined to comment further.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2456429491","content_text":"By Nick Timiraos and Paul KiernanThe script is being flipped for the U.S. economy.For 2 1/2 years, high inflation has drawn a nearly single-minded focus from the Federal Reserve and the White House as the nation's foremost economic challenge.But in the span of a week, punctuated by a surprisingly lackluster July hiring report on Friday that sent markets reeling, the labor market has become the locus of concern for economic policymakers in Washington.Fed officials have spent the year trained on ensuring inflation moves down without causing unnecessary weakness, achieving a so-called soft landing. Given recent declines in inflation, \"Now the question is whether we are settling at full employment, or whether we are blowing through full employment. That's a critical question,\" said Chicago Fed President Austan Goolsbee in an interview Friday.A broader economic slowdown, if it materializes in coming months, could also upend an already volatile presidential race between former President Donald Trump and Vice President Kamala Harris.\"It goes without saying that if the economy rolls over, the odds of Harris becoming president would dwindle,\" said Marc Sumerlin, an economist who advised President George W. Bush.Whether the latest data reflect an economic soft patch or a more ominous downturn could depend on how the Fed responds in the months ahead and whether lower interest rates shore up a slowing economy.Fed Chair Jerome Powell this past week signaled a rate cut was likely at officials' meeting next month. They voted Wednesday to hold their benchmark short-term rate steady at the highest level in two decades.Inflation has fallen from a high of 7.1% two years ago to 2.5% in June, according to the Fed's preferred gauge. The unemployment rate rose to 4.3% in July, up from 4.1% in June and 3.7% at the beginning of the year.\"Inflation is no longer the issue,\" said Laurence Meyer, a former Fed governor, in an interview Friday. \"The situation has just totally changed.\"Fed Chair Jerome Powell signaled Wednesday at a news conference that a rate cut was likely in September. Photo: Kevin Mohatt/ReutersInvestors are afraid the Fed is running late. Friday's report shifts the debate from when officials will cut to how large their reduction next month should be: a traditional quarter-point cut or the larger half-point reduction, such as what occurred on the eve of recessions in 2001 and 2007.'They look offsides'Many analysts expect the Fed will cut rates by a quarter-point at each of its three remaining meetings this year. That would lower the Fed's rate to just above 4.5%, from its current 5.3%.A handful of economists said Friday that the Fed will need to move faster to improve its odds of short-circuiting a downturn. That is because interest rates were raised last year to a level that aims to slow economic growth, as a driver presses down on the brake of a car.If the economy is now slowing down more than the Fed anticipated, the central bank will need to set rates closer to a so-called neutral level, effectively taking its foot off the brake. While the neutral rate can't be observed, many economists think it might be between 3% and 4%.Some weakness in the jobs report might have been exaggerated, said Michael Feroli, chief U.S. economist at JPMorgan. The higher unemployment rate reflected a big jump in people who faced a temporary, as opposed to permanent, layoff. While hiring has slowed this year, the unemployment rate has crept up in large part because more people who weren't previously looking for jobs have sought work.Because Feroli thinks rates need to be closer to neutral relatively soon, he expects the Fed to cut rates by 1.25 percentage points this year, including by a half-point at each of its next two meetings in September and November.The campaign of former President Donald Trump seized on Friday’s jobs report as evidence of a looming recession. Photo: Spencer Platt/Getty Images\"They look offsides,\" Feroli said. \"There is good reason to get back onsides here. I don't see the rationale for going slow, even if the data don't disappoint in a big way over the next six weeks.\"An underwater beach ballAlready, a bond-market rally has lowered borrowing costs in anticipation of Fed cuts. (Bond yields fall when prices rise.) That is good news for would-be home buyers. The average 30-year mortgage rate tumbled to 6.4% on Friday, down from 6.86% a week earlier, according to Mortgage News Daily. Any boost in demand for housing might boost spending that cushions softness elsewhere in the economy.A sustained stock-market downturn, however, could be perilous. The postpandemic expansion has been fueled to an unusual degree by strong growth in incomes and asset prices, such as lofty stocks -- as opposed to a more traditional boom in lending and credit growth.Because a strong labor market and buoyant stock market have been critical growth engines, if both lose steam, the economy could sputter.A related concern is that job-market weakness might be masked because companies that labored mightily to rehire workers after the pandemic are reluctant to let them go. A rapid shift in sentiment -- triggered, for example, by a significant stock-market rout -- could serve as a catalyst for firing workers and slashing investment plans.Like a beach ball that shoots up after being held underwater, once sentiment flips and companies decide demand is too soft to keep those workers, joblessness would climb much faster than it has so far.Facing somewhat weaker domestic growth, the European Central Bank and the Bank of Canada began cutting rates in June. The Bank of England joined them this past week.Election effectsNegative economic headlines, a pickup in layoffs and continued stock-market turmoil would seriously set back Harris's campaign to keep Democratic control of the White House. Voters tend to punish incumbent presidents -- or their party -- when economic sentiment is heading south.While an unemployment rate anywhere below 5% is historically low, the recent trend could matter more than the overall level. President Barack Obama was re-elected in 2012 with an unemployment rate that had edged just below 8% -- but had fallen from a high of 10% three years earlier.A pickup in layoffs would pose a setback to Vice President Kamala Harris’s campaign. Photo: Edward m. Pio Roda/EPA/ShutterstockAnd Democrats failed to maintain control of the White House in 2000 and 2016 despite an unemployment rate that had fallen to its lowest level in years.The Trump campaign had already made the Biden administration's stewardship of a high-inflation economy a centerpiece of its bid for the White House. Higher unemployment would allow Republicans to launch a double-barreled attack.Trump's campaign seized on Friday's data as evidence of \"a looming recession,\" calling it \"a five-alarm-fire jobs report.\"Still, the current labor market can't reasonably be described as weak. Unfilled jobs outnumber unemployed workers, and layoffs have remained subdued. President Biden, in a statement after the jobs report, noted that nearly 16 million jobs had been created since he and Harris took office. The Harris campaign declined to comment further.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":331315169460392,"gmtCreate":1721895320631,"gmtModify":1721895324736,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"C the attachment&nbsp;","listText":"C the attachment&nbsp;","text":"C the attachment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/331315169460392","repostId":"1101118643","repostType":2,"repost":{"id":"1101118643","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":1721915282,"share":"https://ttm.financial/m/news/1101118643?lang=&edition=fundamental","pubTime":"2024-07-25 21:48","market":"us","language":"en","title":"Viking Therapeutics Shares Surge 28% as Obesity Treatment Moving into Phase 3 Trial","url":"https://stock-news.laohu8.com/highlight/detail?id=1101118643","media":"Tiger Newspress","summary":"Shares of $Viking Therapeutics$ on Wednesday jumped in post-market trading after the company said that its VK2735 drug to tackle obesity is advancing to a phase 3.The stock was up 19.1%, to $60.04, in pre-market trading on Thursday.The clinical-stage biopharmaceutical company said that its first-half was marked by strong momentum in its pipeline program.The phase 2 Venture study of VK2735 in obesity demonstrated up to an about 15% reduction in body weight following 13 weeks of dosing, as well as","content":"<html><head></head><body><p>Shares of <a href=\"https://laohu8.com/S/VKTX\">Viking Therapeutics</a> jumped in morning trading after the company said that its VK2735 drug to tackle obesity is advancing to a phase 3.</p><p>The stock was up 28.25%, to $64.65, in morning trading on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3f45b7d0e7040cae66f2639eb19e71c5\" tg-width=\"754\" tg-height=\"622\"/></p><p>The clinical-stage biopharmaceutical company said that its first-half was marked by strong momentum in its pipeline program.</p><p>The phase 2 Venture study of VK2735 in obesity demonstrated up to an about 15% reduction in body weight following 13 weeks of dosing, as well as promising safety and tolerability.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Viking Therapeutics Shares Surge 28% as Obesity Treatment Moving into Phase 3 Trial</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\">\nViking Therapeutics Shares Surge 28% as Obesity Treatment Moving into Phase 3 Trial\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\">2024-07-25 21:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of <a href=\"https://laohu8.com/S/VKTX\">Viking Therapeutics</a> jumped in morning trading after the company said that its VK2735 drug to tackle obesity is advancing to a phase 3.</p><p>The stock was up 28.25%, to $64.65, in morning trading on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3f45b7d0e7040cae66f2639eb19e71c5\" tg-width=\"754\" tg-height=\"622\"/></p><p>The clinical-stage biopharmaceutical company said that its first-half was marked by strong momentum in its pipeline program.</p><p>The phase 2 Venture study of VK2735 in obesity demonstrated up to an about 15% reduction in body weight following 13 weeks of dosing, as well as promising safety and tolerability.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VKTX":"Viking Therapeutics, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101118643","content_text":"Shares of Viking Therapeutics jumped in morning trading after the company said that its VK2735 drug to tackle obesity is advancing to a phase 3.The stock was up 28.25%, to $64.65, in morning trading on Thursday.The clinical-stage biopharmaceutical company said that its first-half was marked by strong momentum in its pipeline program.The phase 2 Venture study of VK2735 in obesity demonstrated up to an about 15% reduction in body weight following 13 weeks of dosing, as well as promising safety and tolerability.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330625799458976,"gmtCreate":1721724840680,"gmtModify":1721724859786,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"Jake's dehydrated&nbsp;","listText":"Jake's dehydrated&nbsp;","text":"Jake's dehydrated","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330625799458976","repostId":"2453720225","repostType":4,"repost":{"id":"2453720225","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1721724665,"share":"https://ttm.financial/m/news/2453720225?lang=&edition=fundamental","pubTime":"2024-07-23 16:51","market":"us","language":"en","title":"Logitech Stock Rises 1% as the Computer Parts Maker Lifts Full-Year Outlook on Upbeat Q1 Results","url":"https://stock-news.laohu8.com/highlight/detail?id=2453720225","media":"Reuters","summary":"(Reuters) -Computer mouse maker Logitech International raised its full-year sales and profit outlook on Tuesday, encouraged by strong quarterly growth.Logitech stock rises 1% in premarket trading.The ","content":"<html><head></head><body><p>(Reuters) -Computer mouse maker Logitech International raised its full-year sales and profit outlook on Tuesday, encouraged by strong quarterly growth.</p><p>Logitech stock rises 1% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7eef2a6c24b7b0a24855721bcd17cd47\" tg-width=\"790\" tg-height=\"627\"/></p><p>The Swiss-American company now expects its full-year sales in the range of $4.34-$4.43 billion, up from a previous projection of $4.3-$4.4 billion.</p><p>It added that it expects Non-GAAP operating income to be between $700 and $730 million for fiscal year 2025, compared with $685 million-$715 million earlier.</p><p>The company, whose products also include keyboards, video conferencing gear and gaming headsets, said its sales rose 12% to $1.1 billion in its first quarter ended June 30.</p><p>The figure beat analysts&#39; consensus forecast of $1.025 billion compiled by Visible Alpha.</p><p>Non-GAAP operating income for the quarter soared 96% to $153 million, added Logitech, which is based in Lausanne, Switzerland and San Jose, California.</p><p>&#34;We started the new fiscal year strong, with high-quality, broad-based growth across all regions and key categories,&#34; said CEO Hanneke Faber, a former Unilever executive, who took charge of the company in December 2023.</p><p>Logitech, whose products are used to equip workers at home as well as in the office, had been struggling with a downturn in demand after enjoying a pandemic-driven boom.</p><p>Earlier this year, it posted its first quarterly sales increase in two-and-a-half years, while Faber outlined plans to expand the company&#39;s customer base beyond offices and into education and healthcare.</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>Logitech Stock Rises 1% as the Computer Parts Maker Lifts Full-Year Outlook on Upbeat Q1 Results</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\">\nLogitech Stock Rises 1% as the Computer Parts Maker Lifts Full-Year Outlook on Upbeat Q1 Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-07-23 16:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) -Computer mouse maker Logitech International raised its full-year sales and profit outlook on Tuesday, encouraged by strong quarterly growth.</p><p>Logitech stock rises 1% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7eef2a6c24b7b0a24855721bcd17cd47\" tg-width=\"790\" tg-height=\"627\"/></p><p>The Swiss-American company now expects its full-year sales in the range of $4.34-$4.43 billion, up from a previous projection of $4.3-$4.4 billion.</p><p>It added that it expects Non-GAAP operating income to be between $700 and $730 million for fiscal year 2025, compared with $685 million-$715 million earlier.</p><p>The company, whose products also include keyboards, video conferencing gear and gaming headsets, said its sales rose 12% to $1.1 billion in its first quarter ended June 30.</p><p>The figure beat analysts&#39; consensus forecast of $1.025 billion compiled by Visible Alpha.</p><p>Non-GAAP operating income for the quarter soared 96% to $153 million, added Logitech, which is based in Lausanne, Switzerland and San Jose, California.</p><p>&#34;We started the new fiscal year strong, with high-quality, broad-based growth across all regions and key categories,&#34; said CEO Hanneke Faber, a former Unilever executive, who took charge of the company in December 2023.</p><p>Logitech, whose products are used to equip workers at home as well as in the office, had been struggling with a downturn in demand after enjoying a pandemic-driven boom.</p><p>Earlier this year, it posted its first quarterly sales increase in two-and-a-half years, while Faber outlined plans to expand the company&#39;s customer base beyond offices and into education and healthcare.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LOGI":"罗技"},"source_url":"https://finance.yahoo.com/news/computer-parts-maker-logitech-lifts-021325680.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2453720225","content_text":"(Reuters) -Computer mouse maker Logitech International raised its full-year sales and profit outlook on Tuesday, encouraged by strong quarterly growth.Logitech stock rises 1% in premarket trading.The Swiss-American company now expects its full-year sales in the range of $4.34-$4.43 billion, up from a previous projection of $4.3-$4.4 billion.It added that it expects Non-GAAP operating income to be between $700 and $730 million for fiscal year 2025, compared with $685 million-$715 million earlier.The company, whose products also include keyboards, video conferencing gear and gaming headsets, said its sales rose 12% to $1.1 billion in its first quarter ended June 30.The figure beat analysts' consensus forecast of $1.025 billion compiled by Visible Alpha.Non-GAAP operating income for the quarter soared 96% to $153 million, added Logitech, which is based in Lausanne, Switzerland and San Jose, California.\"We started the new fiscal year strong, with high-quality, broad-based growth across all regions and key categories,\" said CEO Hanneke Faber, a former Unilever executive, who took charge of the company in December 2023.Logitech, whose products are used to equip workers at home as well as in the office, had been struggling with a downturn in demand after enjoying a pandemic-driven boom.Earlier this year, it posted its first quarterly sales increase in two-and-a-half years, while Faber outlined plans to expand the company's customer base beyond offices and into education and healthcare.","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329195091038368,"gmtCreate":1721375546631,"gmtModify":1721375550358,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"Glayauwit Jalapa the attachment&nbsp;","listText":"Glayauwit Jalapa the attachment&nbsp;","text":"Glayauwit Jalapa the attachment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329195091038368","repostId":"1199868628","repostType":2,"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328086068658296,"gmtCreate":1721117342053,"gmtModify":1721117350133,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"Gnjklswirboq and&nbsp;","listText":"Gnjklswirboq and&nbsp;","text":"Gnjklswirboq and","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328086068658296","repostId":"1151392869","repostType":2,"repost":{"id":"1151392869","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1721112574,"share":"https://ttm.financial/m/news/1151392869?lang=&edition=fundamental","pubTime":"2024-07-16 14:49","market":"us","language":"en","title":"Palantir在“数据革命”中领先，但目前的定价似乎有点贵","url":"https://stock-news.laohu8.com/highlight/detail?id=1151392869","media":"老虎资讯综合","summary":"Palantir是人工智能浪潮的主要受益者。","content":"<p>来源：Seeking Alpha</p><h2 id=\"id_3514894776\" style=\"text-align: left;\">摘要</h2><ul style=\"\"><li><p>人工智能技术的进步带来了数十亿美元的投资，特别是在数据中心和公司的数据能力方面。</p></li><li><p>Palantir是人工智能浪潮的主要受益者，它能够帮助企业整合和管理其数据，同时提供分析和网络安全服务。</p></li><li><p>该公司的新人工智能产品提高了收入和利润，使其在商业和政府市场都处于持续增长状态。</p></li><li><p>尽管具有增长潜力，但目前的股价似乎过于昂贵，给与“持有”评级。</p></li></ul><h2 id=\"id_3702393098\" style=\"text-align: left;\">投资理由</h2><p style=\"text-align: left;\">人工智能的进步可以说是自互联网以来人类最大的技术飞跃。这一进步伴随着对这项技术的数十亿美元投资。</p><p style=\"text-align: left;\">构建人工智能模型的公司需要的主要资源是数据。毕竟，包括ChatGPT在内的所有机器学习模型都是在海量数据集上训练的。</p><p style=\"text-align: left;\">大型科技公司在了解了这种必要性后的第一反应是投资于改善数据基础设施。这包括建设数据中心以增加数据存储和处理能力，以及加强发电以确保数据中心能够高效运行。这就是为什么亚马逊仍然是“买入”，基础设施投资仍然很有吸引力。</p><p style=\"text-align: left;\">在最初的基础设施投资激增之后，试图集成人工智能的公司实现了另一个重大需求。他们需要将数据集中化和结构化，以便可以使用它来构建 AI 模型并提取更好的见解来改善业务。这绝非易事。</p><p style=\"text-align: left;\">这就是Palantir的用武之地。它已经在帮助企业整合他们的数据，使其可用，并提供分析和网络安全服务。现在，随着人工智能的进步，公司更加需要其服务。</p><p style=\"text-align: left;\">投资理由很简单：<strong>随着公司越来越依赖数据，在人工智能和其他业务改进的推动下，Palantir将迎来更高的需求。然而，对未来收益和企业的公允价值进行估算就会发现，该股票被高估了。</strong></p><h2 id=\"id_3537784217\" style=\"text-align: left;\">业务解析</h2><p style=\"text-align: left;\">如前所述，Palantir一直在帮助公司和政府机构整合他们的数据，并一直在提供数据分析和网络安全解决方案。</p><p style=\"text-align: left;\">它通过 3 个平台提供这些服务：Gotham、Foundry 和 Apollo。</p><p style=\"text-align: left;\">Palantir将Gotham描述为“全球决策的操作系统”。它可以帮助用户集成、清理和管理来自各种来源的数据。它还可以可视化数据并报告大量分析。Palantir强调了该平台的安全功能，可以保护敏感数据。这就是为什么Gotham受到政府机构的青睐，并且具有军事应用。它还用于反恐、执法、网络安全、灾难响应和应急管理。</p><p style=\"text-align: left;\">Foundry是针对企业客户的类似产品。它是一个多功能的数据集成和分析平台，有助于将复杂数据转化为可操作的见解。该平台或“操作系统”被各行各业的数据科学家和分析师使用。</p><p style=\"text-align: left;\">另一方面，Apollo 用于在云或本地等各种环境中部署软件。它允许用户监控已部署软件的状态和性能，并在发现任何问题时向他们发出警报。此外，它还可以帮助用户保持对行业标准的遵守并提供安全控制。</p><p style=\"text-align: left;\">凭借这些功能，Palantir已经是一个广泛的数据管理平台。然而，它在 2023 年 4 月推出其人工智能平台（“AIP”）时成为头条新闻。正如该公司所说，“软件和公司就是为这一刻而建立的”。</p><p style=\"text-align: left;\">AIP 使用公司的现有产品，可自动执行数据集成、清理和转换，从而减少与数据交互所需的技术专业知识。</p><p style=\"text-align: left;\">此外，通过这一细分市场，Palantir直接在平台内提供专门的机器学习模型。正如去年 4 月推出的那样，为军方工作的分析师可以使用类似 ChatGPT 的语言模型从数据中获取见解。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a66c04e2f3498c16b0e1486e9272922b\" alt=\"示例\" title=\"示例\" tg-width=\"640\" tg-height=\"140\"><span>示例</span></p><p style=\"text-align: left;\"><strong>palantir.com</strong></p><p style=\"text-align: left;\">Palantir提供了简洁性，允许用户与数据进行交互并从中学习，而无需大量的技术专业知识。这对于政府机构、公司企业都至关重要。</p><p style=\"text-align: left;\">通过这项创新，Palantir已经从一家帮助数据集成和管理的公司转变为一家使客户能够访问根据其数据训练的人工智能模型的公司，Palantir帮助收集、清理和构建这些模型。由于其安全和隐私功能，政府机构继续与Palantir合作。</p><h2 id=\"id_2389207985\">人工智能仍然是最大驱动力</h2><p style=\"text-align: left;\">这种新的人工智能产品将Palantir的业务寿命延长了数年，甚至数十年。</p><p style=\"text-align: left;\">在引入 AIP 之前，收入已经在增加，但新平台对收入和底线利润都产生了重大的积极影响。2023 年第一季度的营业收入略高于零，2024 年第一季度达到 8100 万美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/48ad03e8a978f39d5b276d9b1b62e8f1\" alt=\"Palantir营收增长\" title=\"Palantir营收增长\" tg-width=\"640\" tg-height=\"305\"><span>Palantir营收增长</span></p><p style=\"text-align: left;\">Palantir有望在商业和政府市场继续增长。</p><p style=\"text-align: left;\">公司越来越多地投资于人工智能功能，以改善业务。人工智能不仅允许员工“与计算机交谈”，还有助于从公司本身生成和收集的数据中提取更多可操作的信息。随着这些投资的增加，Palantir将作为数据收集、管理和公司特定AI语言模型的首选公司受益。</p><p style=\"text-align: left;\">此外，政府机构的转换成本也很高。Palantir的产品已经用于关键的政府职能，如情报、反恐和军事行动。该公司认为，它可以在联邦政府支出中获得更大的份额，这似乎是可能的。人工智能技术有可能彻底改变这些政府职能。</p><p>目前，Palantir一半以上的收入来自向政府机构提供的产品和服务。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fb47ecb72ff999d2ec9f83b2bae5aed\" tg-width=\"865\" tg-height=\"432\"></p><p style=\"text-align: left;\">然而，与政府部门相比，商业部门的增长速度似乎更快。2024年第一季度商业收入同比增长27%，而政府收入同比增长16%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8a05e30ee140219100affe1d6f52ed9e\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"302\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b6c6d66b0d5051e098f7d20847d894c5\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"296\"></p><h2 id=\"id_617550256\">其他增长战略</h2><p style=\"text-align: left;\">该公司在最近的年度报告中强调了某些增长战略。</p><p style=\"text-align: left;\">其中一些已经被提及，例如旨在成为政府更重要的供应商。</p><p style=\"text-align: left;\">此外，Palantir还旨在提高其直销团队并增加云合作伙伴关系，以吸引新客户并通过新产品和服务向现有客户进行销售。</p><p style=\"text-align: left;\">此外，该公司正在为整个行业开发“中央操作系统”，帮助政府机构和公司从单一平台管理运营。</p><p style=\"text-align: left;\">在取得这些进步的同时，Palantir面临的竞争有限，因为该公司认为目前没有竞争对手提供其产品。最重要的竞争来自现有和潜在客户的内部软件开发工作。</p><h2 id=\"id_3209158184\">人工智能支出可能放缓</h2><p style=\"text-align: left;\">毫无疑问，到目前为止，该公司在向客户说明其产品的重要性方面取得了成功。盈利增长令人印象深刻，尤其是自 2023 年初以来。公司似乎正在继续投资于其数据和人工智能能力。</p><p style=\"text-align: left;\">然而，与大多数行业一样，我们发现人工智能支出有周期性。尽管现在非常有趣，但有时我们可能会谈论对人工智能基础设施的过度投资，更具体地说是数据中心。该行业无法永远维持目前的增长率。</p><p style=\"text-align: left;\">这种潜在的放缓也适用于政府和企业在人工智能技术和数据方面的支出。减少这些支出可能会直接影响Palantir的销售。</p><p style=\"text-align: left;\">但是，我认为这不会很快发生。</p><p style=\"text-align: left;\">首先，如前所述，Palantir是政府的重要合作伙伴，而这种关系需要高昂的转换成本。对于执法、情报和军事机构来说，停止使用Palantir并切换到另一个供应商并不容易，即使他们能找到另一个供应商。</p><p style=\"text-align: left;\">此外，人工智能对许多公司来说是一个新的增长机会。坐拥大量现金储备的大型科技公司现在有一个高增长的领域可供投资。许多较小的公司将人工智能视为提高效率和改善运营的一种方式。从数据中获得更多见解变得越来越重要，而不投资于分析能力的公司就会落后于竞争对手。在这种环境下，Palantir的产品是需要的。</p><p style=\"text-align: left;\">即使对Palantir产品的需求和整体AI支出下降，我也不认为这种情况在未来12个月内会发生。</p><h2 id=\"id_3683670087\" style=\"text-align: left;\">估值</h2><p style=\"text-align: left;\">我们将使用贴现现金流（“DCF”）模型进行公允价值计算。</p><p style=\"text-align: left;\">我正在为这些计算描绘一幅非常看涨的画面。如下图所示，我预计Palantir将实现强劲的销售增长和盈利利润率的扩张。这意味着该公司将继续销售其现有客户并寻找新客户，而人工智能的支出不会逐渐消失。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8834180b81b6fe68168f748d20f8b0bf\" title=\"Palantir Historical and Projected Revenue\" tg-width=\"640\" tg-height=\"262\"><span>Palantir Historical and Projected Revenue</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/09e7a71f4648d5f3a8252e490331247e\" title=\"Palantir Historical and Projected Earnings Margin\" tg-width=\"640\" tg-height=\"255\"><span>Palantir Historical and Projected Earnings Margin</span></p><p style=\"text-align: left;\">基于继续看涨的立场，我使用4%的终端增长率，高于长期通胀目标，这是由于强劲的增长预期，长期无风险率为2%，市场风险溢价为5.7%，以及该股的5年期股票贝塔系数。该公司的资产负债表上没有债务，因此其资本成本等于股本成本。</p><p style=\"text-align: left;\">使用这些收益假设，我们发现股权价值为 412 亿美元，目标股价为 17.16 美元。即使有非常看涨的估计，在撰写本文时，DCF 仍显示出 -40% 的下行潜力。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dc4b88550b777ac95139fbf1f9f273c0\" title=\"Palantir DCF\" tg-width=\"601\" tg-height=\"274\"><span>Palantir DCF</span></p><h2 id=\"id_3525169289\" style=\"text-align: left;\">结论</h2><p style=\"text-align: left;\">我相信Palantir是一家了不起的企业。它已经在帮助公司和政府机构进行数据收集、管理和分析。随着人工智能和Palantir的AIP的最新进展，该公司已成为通过数据改善业务不可或缺的一部分。</p><p style=\"text-align: left;\">一旦您成为客户，转换成本就会很高，因此经常性收入很高。此外，作为该行业的主导者，Palantir拥有扩大其客户群的重要机会。</p><p style=\"text-align: left;\">当市场转向消极，公司和政府机构将不再扩展其数据能力，并停止使用Palantir的产品，这在短期内不太可能。因此，DCF 模型中使用的预测可能是积极的。然而，即使有这些估计，该股票似乎也太贵了。</p><p style=\"text-align: left;\">尽管我对Palantir的基本面和增长潜力持看涨态度，但在这个价格水平上持有这只股票让我感到不舒服。因此，Palantir获得“持有”评级。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir在“数据革命”中领先，但目前的定价似乎有点贵</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{ 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#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\">\nPalantir在“数据革命”中领先，但目前的定价似乎有点贵\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-07-16 14:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>来源：Seeking Alpha</p><h2 id=\"id_3514894776\" style=\"text-align: left;\">摘要</h2><ul style=\"\"><li><p>人工智能技术的进步带来了数十亿美元的投资，特别是在数据中心和公司的数据能力方面。</p></li><li><p>Palantir是人工智能浪潮的主要受益者，它能够帮助企业整合和管理其数据，同时提供分析和网络安全服务。</p></li><li><p>该公司的新人工智能产品提高了收入和利润，使其在商业和政府市场都处于持续增长状态。</p></li><li><p>尽管具有增长潜力，但目前的股价似乎过于昂贵，给与“持有”评级。</p></li></ul><h2 id=\"id_3702393098\" style=\"text-align: left;\">投资理由</h2><p style=\"text-align: left;\">人工智能的进步可以说是自互联网以来人类最大的技术飞跃。这一进步伴随着对这项技术的数十亿美元投资。</p><p style=\"text-align: left;\">构建人工智能模型的公司需要的主要资源是数据。毕竟，包括ChatGPT在内的所有机器学习模型都是在海量数据集上训练的。</p><p style=\"text-align: left;\">大型科技公司在了解了这种必要性后的第一反应是投资于改善数据基础设施。这包括建设数据中心以增加数据存储和处理能力，以及加强发电以确保数据中心能够高效运行。这就是为什么亚马逊仍然是“买入”，基础设施投资仍然很有吸引力。</p><p style=\"text-align: left;\">在最初的基础设施投资激增之后，试图集成人工智能的公司实现了另一个重大需求。他们需要将数据集中化和结构化，以便可以使用它来构建 AI 模型并提取更好的见解来改善业务。这绝非易事。</p><p style=\"text-align: left;\">这就是Palantir的用武之地。它已经在帮助企业整合他们的数据，使其可用，并提供分析和网络安全服务。现在，随着人工智能的进步，公司更加需要其服务。</p><p style=\"text-align: left;\">投资理由很简单：<strong>随着公司越来越依赖数据，在人工智能和其他业务改进的推动下，Palantir将迎来更高的需求。然而，对未来收益和企业的公允价值进行估算就会发现，该股票被高估了。</strong></p><h2 id=\"id_3537784217\" style=\"text-align: left;\">业务解析</h2><p style=\"text-align: left;\">如前所述，Palantir一直在帮助公司和政府机构整合他们的数据，并一直在提供数据分析和网络安全解决方案。</p><p style=\"text-align: left;\">它通过 3 个平台提供这些服务：Gotham、Foundry 和 Apollo。</p><p style=\"text-align: left;\">Palantir将Gotham描述为“全球决策的操作系统”。它可以帮助用户集成、清理和管理来自各种来源的数据。它还可以可视化数据并报告大量分析。Palantir强调了该平台的安全功能，可以保护敏感数据。这就是为什么Gotham受到政府机构的青睐，并且具有军事应用。它还用于反恐、执法、网络安全、灾难响应和应急管理。</p><p style=\"text-align: left;\">Foundry是针对企业客户的类似产品。它是一个多功能的数据集成和分析平台，有助于将复杂数据转化为可操作的见解。该平台或“操作系统”被各行各业的数据科学家和分析师使用。</p><p style=\"text-align: left;\">另一方面，Apollo 用于在云或本地等各种环境中部署软件。它允许用户监控已部署软件的状态和性能，并在发现任何问题时向他们发出警报。此外，它还可以帮助用户保持对行业标准的遵守并提供安全控制。</p><p style=\"text-align: left;\">凭借这些功能，Palantir已经是一个广泛的数据管理平台。然而，它在 2023 年 4 月推出其人工智能平台（“AIP”）时成为头条新闻。正如该公司所说，“软件和公司就是为这一刻而建立的”。</p><p style=\"text-align: left;\">AIP 使用公司的现有产品，可自动执行数据集成、清理和转换，从而减少与数据交互所需的技术专业知识。</p><p style=\"text-align: left;\">此外，通过这一细分市场，Palantir直接在平台内提供专门的机器学习模型。正如去年 4 月推出的那样，为军方工作的分析师可以使用类似 ChatGPT 的语言模型从数据中获取见解。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a66c04e2f3498c16b0e1486e9272922b\" alt=\"示例\" title=\"示例\" tg-width=\"640\" tg-height=\"140\"><span>示例</span></p><p style=\"text-align: left;\"><strong>palantir.com</strong></p><p style=\"text-align: left;\">Palantir提供了简洁性，允许用户与数据进行交互并从中学习，而无需大量的技术专业知识。这对于政府机构、公司企业都至关重要。</p><p style=\"text-align: left;\">通过这项创新，Palantir已经从一家帮助数据集成和管理的公司转变为一家使客户能够访问根据其数据训练的人工智能模型的公司，Palantir帮助收集、清理和构建这些模型。由于其安全和隐私功能，政府机构继续与Palantir合作。</p><h2 id=\"id_2389207985\">人工智能仍然是最大驱动力</h2><p style=\"text-align: left;\">这种新的人工智能产品将Palantir的业务寿命延长了数年，甚至数十年。</p><p style=\"text-align: left;\">在引入 AIP 之前，收入已经在增加，但新平台对收入和底线利润都产生了重大的积极影响。2023 年第一季度的营业收入略高于零，2024 年第一季度达到 8100 万美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/48ad03e8a978f39d5b276d9b1b62e8f1\" alt=\"Palantir营收增长\" title=\"Palantir营收增长\" tg-width=\"640\" tg-height=\"305\"><span>Palantir营收增长</span></p><p style=\"text-align: left;\">Palantir有望在商业和政府市场继续增长。</p><p style=\"text-align: left;\">公司越来越多地投资于人工智能功能，以改善业务。人工智能不仅允许员工“与计算机交谈”，还有助于从公司本身生成和收集的数据中提取更多可操作的信息。随着这些投资的增加，Palantir将作为数据收集、管理和公司特定AI语言模型的首选公司受益。</p><p style=\"text-align: left;\">此外，政府机构的转换成本也很高。Palantir的产品已经用于关键的政府职能，如情报、反恐和军事行动。该公司认为，它可以在联邦政府支出中获得更大的份额，这似乎是可能的。人工智能技术有可能彻底改变这些政府职能。</p><p>目前，Palantir一半以上的收入来自向政府机构提供的产品和服务。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fb47ecb72ff999d2ec9f83b2bae5aed\" tg-width=\"865\" tg-height=\"432\"></p><p style=\"text-align: left;\">然而，与政府部门相比，商业部门的增长速度似乎更快。2024年第一季度商业收入同比增长27%，而政府收入同比增长16%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8a05e30ee140219100affe1d6f52ed9e\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"302\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b6c6d66b0d5051e098f7d20847d894c5\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"296\"></p><h2 id=\"id_617550256\">其他增长战略</h2><p style=\"text-align: left;\">该公司在最近的年度报告中强调了某些增长战略。</p><p style=\"text-align: left;\">其中一些已经被提及，例如旨在成为政府更重要的供应商。</p><p style=\"text-align: left;\">此外，Palantir还旨在提高其直销团队并增加云合作伙伴关系，以吸引新客户并通过新产品和服务向现有客户进行销售。</p><p style=\"text-align: left;\">此外，该公司正在为整个行业开发“中央操作系统”，帮助政府机构和公司从单一平台管理运营。</p><p style=\"text-align: left;\">在取得这些进步的同时，Palantir面临的竞争有限，因为该公司认为目前没有竞争对手提供其产品。最重要的竞争来自现有和潜在客户的内部软件开发工作。</p><h2 id=\"id_3209158184\">人工智能支出可能放缓</h2><p style=\"text-align: left;\">毫无疑问，到目前为止，该公司在向客户说明其产品的重要性方面取得了成功。盈利增长令人印象深刻，尤其是自 2023 年初以来。公司似乎正在继续投资于其数据和人工智能能力。</p><p style=\"text-align: left;\">然而，与大多数行业一样，我们发现人工智能支出有周期性。尽管现在非常有趣，但有时我们可能会谈论对人工智能基础设施的过度投资，更具体地说是数据中心。该行业无法永远维持目前的增长率。</p><p style=\"text-align: left;\">这种潜在的放缓也适用于政府和企业在人工智能技术和数据方面的支出。减少这些支出可能会直接影响Palantir的销售。</p><p style=\"text-align: left;\">但是，我认为这不会很快发生。</p><p style=\"text-align: left;\">首先，如前所述，Palantir是政府的重要合作伙伴，而这种关系需要高昂的转换成本。对于执法、情报和军事机构来说，停止使用Palantir并切换到另一个供应商并不容易，即使他们能找到另一个供应商。</p><p style=\"text-align: left;\">此外，人工智能对许多公司来说是一个新的增长机会。坐拥大量现金储备的大型科技公司现在有一个高增长的领域可供投资。许多较小的公司将人工智能视为提高效率和改善运营的一种方式。从数据中获得更多见解变得越来越重要，而不投资于分析能力的公司就会落后于竞争对手。在这种环境下，Palantir的产品是需要的。</p><p style=\"text-align: left;\">即使对Palantir产品的需求和整体AI支出下降，我也不认为这种情况在未来12个月内会发生。</p><h2 id=\"id_3683670087\" style=\"text-align: left;\">估值</h2><p style=\"text-align: left;\">我们将使用贴现现金流（“DCF”）模型进行公允价值计算。</p><p style=\"text-align: left;\">我正在为这些计算描绘一幅非常看涨的画面。如下图所示，我预计Palantir将实现强劲的销售增长和盈利利润率的扩张。这意味着该公司将继续销售其现有客户并寻找新客户，而人工智能的支出不会逐渐消失。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8834180b81b6fe68168f748d20f8b0bf\" title=\"Palantir Historical and Projected Revenue\" tg-width=\"640\" tg-height=\"262\"><span>Palantir Historical and Projected Revenue</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/09e7a71f4648d5f3a8252e490331247e\" title=\"Palantir Historical and Projected Earnings Margin\" tg-width=\"640\" tg-height=\"255\"><span>Palantir Historical and Projected Earnings Margin</span></p><p style=\"text-align: left;\">基于继续看涨的立场，我使用4%的终端增长率，高于长期通胀目标，这是由于强劲的增长预期，长期无风险率为2%，市场风险溢价为5.7%，以及该股的5年期股票贝塔系数。该公司的资产负债表上没有债务，因此其资本成本等于股本成本。</p><p style=\"text-align: left;\">使用这些收益假设，我们发现股权价值为 412 亿美元，目标股价为 17.16 美元。即使有非常看涨的估计，在撰写本文时，DCF 仍显示出 -40% 的下行潜力。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dc4b88550b777ac95139fbf1f9f273c0\" title=\"Palantir DCF\" tg-width=\"601\" tg-height=\"274\"><span>Palantir DCF</span></p><h2 id=\"id_3525169289\" style=\"text-align: left;\">结论</h2><p style=\"text-align: left;\">我相信Palantir是一家了不起的企业。它已经在帮助公司和政府机构进行数据收集、管理和分析。随着人工智能和Palantir的AIP的最新进展，该公司已成为通过数据改善业务不可或缺的一部分。</p><p style=\"text-align: left;\">一旦您成为客户，转换成本就会很高，因此经常性收入很高。此外，作为该行业的主导者，Palantir拥有扩大其客户群的重要机会。</p><p style=\"text-align: left;\">当市场转向消极，公司和政府机构将不再扩展其数据能力，并停止使用Palantir的产品，这在短期内不太可能。因此，DCF 模型中使用的预测可能是积极的。然而，即使有这些估计，该股票似乎也太贵了。</p><p style=\"text-align: left;\">尽管我对Palantir的基本面和增长潜力持看涨态度，但在这个价格水平上持有这只股票让我感到不舒服。因此，Palantir获得“持有”评级。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/de62a8d68dc529691a1233116b84cc81","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4704214-palantir-technologies-leads-data-revolution-but-priced-perfection","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151392869","content_text":"来源：Seeking Alpha摘要人工智能技术的进步带来了数十亿美元的投资，特别是在数据中心和公司的数据能力方面。Palantir是人工智能浪潮的主要受益者，它能够帮助企业整合和管理其数据，同时提供分析和网络安全服务。该公司的新人工智能产品提高了收入和利润，使其在商业和政府市场都处于持续增长状态。尽管具有增长潜力，但目前的股价似乎过于昂贵，给与“持有”评级。投资理由人工智能的进步可以说是自互联网以来人类最大的技术飞跃。这一进步伴随着对这项技术的数十亿美元投资。构建人工智能模型的公司需要的主要资源是数据。毕竟，包括ChatGPT在内的所有机器学习模型都是在海量数据集上训练的。大型科技公司在了解了这种必要性后的第一反应是投资于改善数据基础设施。这包括建设数据中心以增加数据存储和处理能力，以及加强发电以确保数据中心能够高效运行。这就是为什么亚马逊仍然是“买入”，基础设施投资仍然很有吸引力。在最初的基础设施投资激增之后，试图集成人工智能的公司实现了另一个重大需求。他们需要将数据集中化和结构化，以便可以使用它来构建 AI 模型并提取更好的见解来改善业务。这绝非易事。这就是Palantir的用武之地。它已经在帮助企业整合他们的数据，使其可用，并提供分析和网络安全服务。现在，随着人工智能的进步，公司更加需要其服务。投资理由很简单：随着公司越来越依赖数据，在人工智能和其他业务改进的推动下，Palantir将迎来更高的需求。然而，对未来收益和企业的公允价值进行估算就会发现，该股票被高估了。业务解析如前所述，Palantir一直在帮助公司和政府机构整合他们的数据，并一直在提供数据分析和网络安全解决方案。它通过 3 个平台提供这些服务：Gotham、Foundry 和 Apollo。Palantir将Gotham描述为“全球决策的操作系统”。它可以帮助用户集成、清理和管理来自各种来源的数据。它还可以可视化数据并报告大量分析。Palantir强调了该平台的安全功能，可以保护敏感数据。这就是为什么Gotham受到政府机构的青睐，并且具有军事应用。它还用于反恐、执法、网络安全、灾难响应和应急管理。Foundry是针对企业客户的类似产品。它是一个多功能的数据集成和分析平台，有助于将复杂数据转化为可操作的见解。该平台或“操作系统”被各行各业的数据科学家和分析师使用。另一方面，Apollo 用于在云或本地等各种环境中部署软件。它允许用户监控已部署软件的状态和性能，并在发现任何问题时向他们发出警报。此外，它还可以帮助用户保持对行业标准的遵守并提供安全控制。凭借这些功能，Palantir已经是一个广泛的数据管理平台。然而，它在 2023 年 4 月推出其人工智能平台（“AIP”）时成为头条新闻。正如该公司所说，“软件和公司就是为这一刻而建立的”。AIP 使用公司的现有产品，可自动执行数据集成、清理和转换，从而减少与数据交互所需的技术专业知识。此外，通过这一细分市场，Palantir直接在平台内提供专门的机器学习模型。正如去年 4 月推出的那样，为军方工作的分析师可以使用类似 ChatGPT 的语言模型从数据中获取见解。示例palantir.comPalantir提供了简洁性，允许用户与数据进行交互并从中学习，而无需大量的技术专业知识。这对于政府机构、公司企业都至关重要。通过这项创新，Palantir已经从一家帮助数据集成和管理的公司转变为一家使客户能够访问根据其数据训练的人工智能模型的公司，Palantir帮助收集、清理和构建这些模型。由于其安全和隐私功能，政府机构继续与Palantir合作。人工智能仍然是最大驱动力这种新的人工智能产品将Palantir的业务寿命延长了数年，甚至数十年。在引入 AIP 之前，收入已经在增加，但新平台对收入和底线利润都产生了重大的积极影响。2023 年第一季度的营业收入略高于零，2024 年第一季度达到 8100 万美元。Palantir营收增长Palantir有望在商业和政府市场继续增长。公司越来越多地投资于人工智能功能，以改善业务。人工智能不仅允许员工“与计算机交谈”，还有助于从公司本身生成和收集的数据中提取更多可操作的信息。随着这些投资的增加，Palantir将作为数据收集、管理和公司特定AI语言模型的首选公司受益。此外，政府机构的转换成本也很高。Palantir的产品已经用于关键的政府职能，如情报、反恐和军事行动。该公司认为，它可以在联邦政府支出中获得更大的份额，这似乎是可能的。人工智能技术有可能彻底改变这些政府职能。目前，Palantir一半以上的收入来自向政府机构提供的产品和服务。然而，与政府部门相比，商业部门的增长速度似乎更快。2024年第一季度商业收入同比增长27%，而政府收入同比增长16%。其他增长战略该公司在最近的年度报告中强调了某些增长战略。其中一些已经被提及，例如旨在成为政府更重要的供应商。此外，Palantir还旨在提高其直销团队并增加云合作伙伴关系，以吸引新客户并通过新产品和服务向现有客户进行销售。此外，该公司正在为整个行业开发“中央操作系统”，帮助政府机构和公司从单一平台管理运营。在取得这些进步的同时，Palantir面临的竞争有限，因为该公司认为目前没有竞争对手提供其产品。最重要的竞争来自现有和潜在客户的内部软件开发工作。人工智能支出可能放缓毫无疑问，到目前为止，该公司在向客户说明其产品的重要性方面取得了成功。盈利增长令人印象深刻，尤其是自 2023 年初以来。公司似乎正在继续投资于其数据和人工智能能力。然而，与大多数行业一样，我们发现人工智能支出有周期性。尽管现在非常有趣，但有时我们可能会谈论对人工智能基础设施的过度投资，更具体地说是数据中心。该行业无法永远维持目前的增长率。这种潜在的放缓也适用于政府和企业在人工智能技术和数据方面的支出。减少这些支出可能会直接影响Palantir的销售。但是，我认为这不会很快发生。首先，如前所述，Palantir是政府的重要合作伙伴，而这种关系需要高昂的转换成本。对于执法、情报和军事机构来说，停止使用Palantir并切换到另一个供应商并不容易，即使他们能找到另一个供应商。此外，人工智能对许多公司来说是一个新的增长机会。坐拥大量现金储备的大型科技公司现在有一个高增长的领域可供投资。许多较小的公司将人工智能视为提高效率和改善运营的一种方式。从数据中获得更多见解变得越来越重要，而不投资于分析能力的公司就会落后于竞争对手。在这种环境下，Palantir的产品是需要的。即使对Palantir产品的需求和整体AI支出下降，我也不认为这种情况在未来12个月内会发生。估值我们将使用贴现现金流（“DCF”）模型进行公允价值计算。我正在为这些计算描绘一幅非常看涨的画面。如下图所示，我预计Palantir将实现强劲的销售增长和盈利利润率的扩张。这意味着该公司将继续销售其现有客户并寻找新客户，而人工智能的支出不会逐渐消失。Palantir Historical and Projected RevenuePalantir Historical and Projected Earnings Margin基于继续看涨的立场，我使用4%的终端增长率，高于长期通胀目标，这是由于强劲的增长预期，长期无风险率为2%，市场风险溢价为5.7%，以及该股的5年期股票贝塔系数。该公司的资产负债表上没有债务，因此其资本成本等于股本成本。使用这些收益假设，我们发现股权价值为 412 亿美元，目标股价为 17.16 美元。即使有非常看涨的估计，在撰写本文时，DCF 仍显示出 -40% 的下行潜力。Palantir DCF结论我相信Palantir是一家了不起的企业。它已经在帮助公司和政府机构进行数据收集、管理和分析。随着人工智能和Palantir的AIP的最新进展，该公司已成为通过数据改善业务不可或缺的一部分。一旦您成为客户，转换成本就会很高，因此经常性收入很高。此外，作为该行业的主导者，Palantir拥有扩大其客户群的重要机会。当市场转向消极，公司和政府机构将不再扩展其数据能力，并停止使用Palantir的产品，这在短期内不太可能。因此，DCF 模型中使用的预测可能是积极的。然而，即使有这些估计，该股票似乎也太贵了。尽管我对Palantir的基本面和增长潜力持看涨态度，但在这个价格水平上持有这只股票让我感到不舒服。因此，Palantir获得“持有”评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325866740846912,"gmtCreate":1720581395662,"gmtModify":1720581398648,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"YwieKJLQow&nbsp;","listText":"YwieKJLQow&nbsp;","text":"YwieKJLQow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/325866740846912","repostId":"2450097482","repostType":2,"repost":{"id":"2450097482","pubTimestamp":1720594800,"share":"https://ttm.financial/m/news/2450097482?lang=&edition=fundamental","pubTime":"2024-07-10 15:00","market":"us","language":"en","title":"Apple: Upcoming Earnings Report May Be Irrelevant","url":"https://stock-news.laohu8.com/highlight/detail?id=2450097482","media":"Seeking Alpha","summary":"Apple's fiscal Q3 earnings report may be overshadowed by anticipation for the upcoming iPhone launch and AI push.The recent surge in Apple shares has raised valuation concerns, with the calendar 2026 ","content":"<html><head></head><body><ul style=\"\"><li><p>Apple&#39;s fiscal Q3 earnings report may be overshadowed by anticipation for the upcoming iPhone launch and AI push.</p></li><li><p>The recent surge in Apple shares has raised valuation concerns, with the calendar 2026 P/E ratio significantly higher than peers.</p></li><li><p>Analysts expect a major upgrade supercycle with the iPhone 16, hoping it will fuel the next leg of the company&#39;s growth.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c15fc96ac6f52778f828fab6a0cb2dee\" alt=\"Keith_Rose\" title=\"Keith_Rose\" tg-width=\"750\" tg-height=\"536\"/><span>Keith_Rose</span></p><p>After the bell on Thursday, August 1st, we&#39;ll get fiscal third quarter results for the June ending period for Apple (NASDAQ:AAPL). The technology giant is one of the companies I have covered the most on this site over the last decade, but I&#39;m heavily leaning towards not covering this quarterly report. The main reason is that the recent surge in Apple shares has essentially made these to be reported numbers irrelevant in my opinion. The more important parts of the story will play out later this year, as Apple looks to make a major push into artificial intelligence (&#34;AI&#34;) with its next line of iPhones.</p><p><strong>A quick look back:</strong></p><p>When I last covered the name, the stock had seen a relief rally after fiscal Q2 results were not as bad as some were expecting. While the company did report top and bottom line beats, expectations had come down quite significantly. In the end, a 4.3% revenue drop and penny per share earnings increase were detailed, along with another dividend and buyback hike.</p><p>Apple shares had not taken part in a lot of the AI rally earlier this year, as concerns over slowing iPhone growth limited share upside. I have kept a hold rating on the stock over time, as my long term bullishness for the company has been offset by some valuation concerns. Since my last article, Apple shares have rallied more than 24% to new highs, playing a little catch up to some of its peers, while the S&amp;P 500 has managed a gain of more than 7%.</p><p><strong>This year&#39;s iPhone launch:</strong></p><p>I&#39;m sure street analysts will have lots to say as usual about the June quarter report, but I&#39;m not exactly waiting for the numbers. To me, it doesn&#39;t really matter if iPhone revenues are a billion better or worse than expectations, for example, as almost everyone is more interested in this year&#39;s smartphone launch. In fact, expectations seem rather low given Huawei&#39;s rebound and some other factors, which could be hurting iPhone sales in both China and the US. In fact, one might actually make the argument that weaker iPhone sales now are better, as it could suggest consumers are waiting for the next phone to come.</p><p>Apple previewed some of its newest software at June&#39;s developer&#39;s conference. iOS 18 is built around the company&#39;s new AI feature set, with a complete overhaul of Siri. A number of analysts believe that Apple&#39;s major push into AI this year will spark a massive upgrade cycle for the iPhone, leading to the next significant leg higher in the company&#39;s revenue growth story.</p><p>Like previous launches, Apple will unveil its latest iPhone chipset and upgrade its camera setup with this year&#39;s four smartphones. It&#39;s not certain yet if the company will provide a better chip with the Pro versions to separate them, but that&#39;s again a possibility. One of the biggest changes expected is that the Pro models will get bigger, meaning the rumored 6.9 inch display on the Pro Max will be even closer to tablet size.</p><p>Perhaps the biggest non-AI headline surrounding launch day could be around pricing. Between the increase in size of the Pro models, as well as all of the AI stuff, it would not surprise me if we see some price hikes. With Apple and other phone makers trying to make these devices a bigger part of our lives, asking for a little more for them isn&#39;t necessarily crazy. An extra $100 here may seem extreme, but over a two year plan you&#39;re only talking about $4 or so a month. If these phones are as great as some expect them to be, you can also expect the carrier wars to be quite fierce. The graphic below shows the iPhone lineup the last three years, with the year&#39;s main line launch being those highlighted in yellow.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/222712bc40139611201a9c0292600e73\" alt=\"Yearly iPhone Lineup (Apple Website)\" title=\"Yearly iPhone Lineup (Apple Website)\" tg-width=\"640\" tg-height=\"337\"/><span>Yearly iPhone Lineup (Apple Website)</span></p><p>The switch from the Mini to Plus helped pricing a little, as did increasing the storage tiers of some models. Going to 1 TB versions on the non-Pro models could certainly help average selling prices as well. It&#39;s even possible that this year&#39;s phones all start with 256 GB of storage as part of a potential price hike. Apple doesn&#39;t report unit sales for its products anymore, but even holding them flat could still mean an increase in total iPhone revenue if we do get higher overall pricing this year.</p><p><strong>Is valuation now a problem?</strong></p><p>While Apple shares are up more than 16.5% in the past month, future earnings per share estimates aren&#39;t moving that much at all yet. As a result, Apple&#39;s valuation has been pushed up quite a bit when looking forward to calendar 2026. The chart below shows Apple against its large cap tech peers - Microsoft Corporation (MSFT), Alphabet Inc. (GOOG) (GOOGL), Amazon (AMZN), and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc. (META). These price to earnings numbers are based on current analyst expectations for each in the twelve months of calendar 2026, regardless of what fiscal period that is for each.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f7632418285cd6dad07e62e3747913f4\" alt=\"Calendar 2026 P/E (Seeking Alpha)\" title=\"Calendar 2026 P/E (Seeking Alpha)\" tg-width=\"640\" tg-height=\"429\"/><span>Calendar 2026 P/E (Seeking Alpha)</span></p><p>At almost 32 times, Apple is almost four points higher than the next closest name on the list, Microsoft. In fact, Apple&#39;s P/E here is about 35% higher than the average of the other four, and it doesn&#39;t exactly have the best growth profile of the bunch. I&#39;ve talked in the past about buying Apple in the low to mid 20s when looking at the following year&#39;s earnings per share, but Apple is in the low 30s right now and that&#39;s an extra year out plus some.</p><p>The recent rally in Apple shares has been so sharp that the stock is now nearly $15 above the average price target on the street. Despite numerous target hikes over the past month, the analyst average currently implies about 7% downside from here. While past performance isn&#39;t always an indication of future results, the chart below shows that the time when shares are above the street average is not a good one to buy if you&#39;re looking at performance over the next couple of quarters.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f03c017478fa318de5ed16d1375fc10b\" alt=\"Apple Shares vs. Average Price Target (Seeking Alpha)\" title=\"Apple Shares vs. Average Price Target (Seeking Alpha)\" tg-width=\"640\" tg-height=\"280\"/><span>Apple Shares vs. Average Price Target (Seeking Alpha)</span></p><p><strong>Final thoughts and recommendation:</strong></p><p>With Apple shares taking off on artificial intelligence hopes surrounding this year&#39;s iPhone launch, the fiscal Q3 earnings report may be the least important one we&#39;ve seen from the company in some time. With analysts expecting a major upgrade supercycle to start with the iPhone 16 line, I don&#39;t see how it matters how smartphone sales fared in the last couple of months. The iPhone is still the overall revenue leader for Apple, so how it fares generally will impact whether the headline numbers beat or miss expectations.</p><p>With the hopes that Apple&#39;s next leg of growth are ahead of it, I&#39;m going to maintain my hold rating on the stock today. While I&#39;m not a big fan of the valuation here, I don&#39;t want to bet against this name in the long run. While a pullback would certainly be nice for those looking to enter, sentiment looks to be improving as the next line of products gets closer to launch. Of course, with shares surging recently, sales expectations will certainly be high later this year. Apple will have to deliver or we&#39;ll likely see a &#34;buy the rumor, sell the news&#34; kind of story here.</p></body></html>","source":"seekingalpha","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>Apple: Upcoming Earnings Report May Be Irrelevant</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\">\nApple: Upcoming Earnings Report May Be Irrelevant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-10 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4703077-apple-stock-upcoming-q3-earnings-report-may-be-irrelevant-reiterate-hold><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple's fiscal Q3 earnings report may be overshadowed by anticipation for the upcoming iPhone launch and AI push.The recent surge in Apple shares has raised valuation concerns, with the calendar 2026 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4703077-apple-stock-upcoming-q3-earnings-report-may-be-irrelevant-reiterate-hold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4703077-apple-stock-upcoming-q3-earnings-report-may-be-irrelevant-reiterate-hold","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2450097482","content_text":"Apple's fiscal Q3 earnings report may be overshadowed by anticipation for the upcoming iPhone launch and AI push.The recent surge in Apple shares has raised valuation concerns, with the calendar 2026 P/E ratio significantly higher than peers.Analysts expect a major upgrade supercycle with the iPhone 16, hoping it will fuel the next leg of the company's growth.Keith_RoseAfter the bell on Thursday, August 1st, we'll get fiscal third quarter results for the June ending period for Apple (NASDAQ:AAPL). The technology giant is one of the companies I have covered the most on this site over the last decade, but I'm heavily leaning towards not covering this quarterly report. The main reason is that the recent surge in Apple shares has essentially made these to be reported numbers irrelevant in my opinion. The more important parts of the story will play out later this year, as Apple looks to make a major push into artificial intelligence (\"AI\") with its next line of iPhones.A quick look back:When I last covered the name, the stock had seen a relief rally after fiscal Q2 results were not as bad as some were expecting. While the company did report top and bottom line beats, expectations had come down quite significantly. In the end, a 4.3% revenue drop and penny per share earnings increase were detailed, along with another dividend and buyback hike.Apple shares had not taken part in a lot of the AI rally earlier this year, as concerns over slowing iPhone growth limited share upside. I have kept a hold rating on the stock over time, as my long term bullishness for the company has been offset by some valuation concerns. Since my last article, Apple shares have rallied more than 24% to new highs, playing a little catch up to some of its peers, while the S&P 500 has managed a gain of more than 7%.This year's iPhone launch:I'm sure street analysts will have lots to say as usual about the June quarter report, but I'm not exactly waiting for the numbers. To me, it doesn't really matter if iPhone revenues are a billion better or worse than expectations, for example, as almost everyone is more interested in this year's smartphone launch. In fact, expectations seem rather low given Huawei's rebound and some other factors, which could be hurting iPhone sales in both China and the US. In fact, one might actually make the argument that weaker iPhone sales now are better, as it could suggest consumers are waiting for the next phone to come.Apple previewed some of its newest software at June's developer's conference. iOS 18 is built around the company's new AI feature set, with a complete overhaul of Siri. A number of analysts believe that Apple's major push into AI this year will spark a massive upgrade cycle for the iPhone, leading to the next significant leg higher in the company's revenue growth story.Like previous launches, Apple will unveil its latest iPhone chipset and upgrade its camera setup with this year's four smartphones. It's not certain yet if the company will provide a better chip with the Pro versions to separate them, but that's again a possibility. One of the biggest changes expected is that the Pro models will get bigger, meaning the rumored 6.9 inch display on the Pro Max will be even closer to tablet size.Perhaps the biggest non-AI headline surrounding launch day could be around pricing. Between the increase in size of the Pro models, as well as all of the AI stuff, it would not surprise me if we see some price hikes. With Apple and other phone makers trying to make these devices a bigger part of our lives, asking for a little more for them isn't necessarily crazy. An extra $100 here may seem extreme, but over a two year plan you're only talking about $4 or so a month. If these phones are as great as some expect them to be, you can also expect the carrier wars to be quite fierce. The graphic below shows the iPhone lineup the last three years, with the year's main line launch being those highlighted in yellow.Yearly iPhone Lineup (Apple Website)The switch from the Mini to Plus helped pricing a little, as did increasing the storage tiers of some models. Going to 1 TB versions on the non-Pro models could certainly help average selling prices as well. It's even possible that this year's phones all start with 256 GB of storage as part of a potential price hike. Apple doesn't report unit sales for its products anymore, but even holding them flat could still mean an increase in total iPhone revenue if we do get higher overall pricing this year.Is valuation now a problem?While Apple shares are up more than 16.5% in the past month, future earnings per share estimates aren't moving that much at all yet. As a result, Apple's valuation has been pushed up quite a bit when looking forward to calendar 2026. The chart below shows Apple against its large cap tech peers - Microsoft Corporation (MSFT), Alphabet Inc. (GOOG) (GOOGL), Amazon (AMZN), and Meta Platforms, Inc. (META). These price to earnings numbers are based on current analyst expectations for each in the twelve months of calendar 2026, regardless of what fiscal period that is for each.Calendar 2026 P/E (Seeking Alpha)At almost 32 times, Apple is almost four points higher than the next closest name on the list, Microsoft. In fact, Apple's P/E here is about 35% higher than the average of the other four, and it doesn't exactly have the best growth profile of the bunch. I've talked in the past about buying Apple in the low to mid 20s when looking at the following year's earnings per share, but Apple is in the low 30s right now and that's an extra year out plus some.The recent rally in Apple shares has been so sharp that the stock is now nearly $15 above the average price target on the street. Despite numerous target hikes over the past month, the analyst average currently implies about 7% downside from here. While past performance isn't always an indication of future results, the chart below shows that the time when shares are above the street average is not a good one to buy if you're looking at performance over the next couple of quarters.Apple Shares vs. Average Price Target (Seeking Alpha)Final thoughts and recommendation:With Apple shares taking off on artificial intelligence hopes surrounding this year's iPhone launch, the fiscal Q3 earnings report may be the least important one we've seen from the company in some time. With analysts expecting a major upgrade supercycle to start with the iPhone 16 line, I don't see how it matters how smartphone sales fared in the last couple of months. The iPhone is still the overall revenue leader for Apple, so how it fares generally will impact whether the headline numbers beat or miss expectations.With the hopes that Apple's next leg of growth are ahead of it, I'm going to maintain my hold rating on the stock today. While I'm not a big fan of the valuation here, I don't want to bet against this name in the long run. While a pullback would certainly be nice for those looking to enter, sentiment looks to be improving as the next line of products gets closer to launch. Of course, with shares surging recently, sales expectations will certainly be high later this year. Apple will have to deliver or we'll likely see a \"buy the rumor, sell the news\" kind of story here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325480154284192,"gmtCreate":1720492363993,"gmtModify":1720492372427,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"ULKTHQ LA and see&nbsp;","listText":"ULKTHQ LA and see&nbsp;","text":"ULKTHQ LA and see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325480154284192","repostId":"1173404523","repostType":2,"repost":{"id":"1173404523","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":1720479600,"share":"https://ttm.financial/m/news/1173404523?lang=&edition=fundamental","pubTime":"2024-07-09 07:00","market":"us","language":"en","title":"Post-Bell | S&P 500 and Nasdaq Notch Record Highs; Chipmakers Shine; Tesla Stock's Win Streak Hits 9 Days","url":"https://stock-news.laohu8.com/highlight/detail?id=1173404523","media":"Tiger Newspress","summary":"The S&P 500 and Nasdaq notched record-high closes on Monday as investors awaited fresh inflation data, commentary from Federal Reserve Chair Jerome Powell and the start of quarterly earnings season.Ma","content":"<html><head></head><body><p>The S&amp;P 500 and Nasdaq notched record-high closes on Monday as investors awaited fresh inflation data, commentary from Federal Reserve Chair Jerome Powell and the start of quarterly earnings season.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The S&amp;P 500 climbed 0.10% to end the session at 5,572.85 points. The Nasdaq gained 0.28% to 18,403.74 points, while the Dow Jones Industrial Average declined 0.08% to 39,344.79 points.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ff94d7bfd684c9dbc6bf8db82453c514\" tg-width=\"377\" tg-height=\"200\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><strong><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></strong> - Tesla rose 0.6% to $252.94 after falling earlier in the session. The close higher for shares of the electric-vehicle maker markedthe ninth-straight session of gains. The stock turned positive for the year last week and is now up 1.8% in 2024. Al Root of <em>Barron’s </em>noted thatrecent gains for the shareshave them trading about 28% higher than analysts’ average price target of under $200.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/LCID\">Lucid</a></strong> - Lucid was up 7.9% aftersecond-quarter deliveriesrose to 2,394 vehicles, up 71% from a year earlier. Production in the period fell to 2,110 vehicles from 2,173.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/GLW\">Corning</a></strong> - Corning rose 12%. The specialty glassmakerraised its second-quarter financial guidanceahead of its earnings report later this month. Corning now expects core sales of about $3.6 billion, higher than previous guidance of roughly $3.4 billion, with core earnings at the “high end of or slightly above management’s guided range” of 42 cents to 46 cents a share, the company said.</p><p><strong><a href=\"https://laohu8.com/S/MORF\">Morphic Holding</a>,</strong> <strong><a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a></strong> - Morphic Holding surged 75.1% to $55.74 after Eli Lilly agreed to buy the biopharmaceutical company in a cash deal valued at about $3.2 billion. Eli Lilly will pay $57 a share for Morphic, which closed Friday at $31.84. Lilly shares rose 0.4%.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/INTC\">Intel</a></strong> - Shares of Intel jumped 6.2% to $33.99. The stock has risen six out of the past seven sessions. An analyst at Melius Research said Intel, as well as Apple and AMD, could shine in the second half of the yearas investors rotate into tech names that have yet to see large bounces from the attention around artificial intelligence.</p><p><strong><a href=\"https://laohu8.com/S/TSM\">TSMC</a></strong> - Shares of TSMC rose more than 1% on Monday to a record high, and have soared nearly 80% this year. The value of Taiwan Semiconductor’s American depositary receipts that trade in the U.S. did briefly hit $1 trillion Monday due to the ratio of ADRs to ordinary shares listed in Taiwan.</p><p><strong><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></strong> rose nearly 2%, and <strong><a href=\"https://laohu8.com/S/AMD\">AMD</a></strong> added 4%, lifting the Philadelphia semiconductor index 1.9%.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/BA\">Boeing</a></strong> - Boeing was up 0.6% on expectations that the aerospace company willplead guiltyto a criminal fraud charge related to the crashes in 2018 and 2019 of two 737 MAX jets that killed 346 people. The Wall Street Journal noted thatcompanies with felony convictionscan be suspended or barred as defense contractors. It said Boeing is expected to seek a waiver.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/PARA\">Paramount Global</a></strong> - Paramount Global was down 5.3% after the entertainment companyagreed to a deal to merge with Skydance Media. Skydance and investor RedBird Capital Partners agreed to spend more than $8 billion to acquire National Amusements, Paramount’s controlling shareholder, and invest in the new Paramount.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/NOW\">ServiceNow</a></strong> - ServiceNow fell 5% to $766.20 after shares of the digital workflow software company weredowngraded to Sell from Neutralat Guggenheim with a price target of $640. The analysts said that while they believe the company’s second-quarter report will be fine, they think the second half of the year “presents risk” to consensus subscription estimates, which could hurt the stock.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/SEDG\">SolarEdge</a></strong> - SolarEdge rose 9.3% to $27.37. Shares of the company, which produces technology for solar-panel installations, were upgraded to Neutral from Underperform with a price target of $29. The stock has fallen 70% this year.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/GBX\">Greenbrier</a></strong> - Greenbrier Cos., the railcar maker, declined 9.1% after its fiscal third-quarter earnings missed analysts’ estimates.</p><h2 id=\"id_3378142872\">Market News</h2><h3 id=\"id_3383660211\">Boeing to Plead Guilty to Fraud in US Probe of Fatal 737 MAX Crashes</h3><p>Boeing has agreed to plead guilty to a criminal fraud conspiracy charge to resolve a U.S. Justice Department investigation linked to two 737 MAX fatal crashes, the government said in court filing late on Sunday.</p><p>The plea, which requires a federal judge&#39;s approval, would brand the planemaker a convicted felon. Boeing will also pay a criminal fine of $243.6 million, the Justice Department (DOJ) said in a document filed in federal court in Texas that provided an overview of the agreement in principle.</p><p>The charge relates to two 737 MAX crashes in Indonesia and Ethiopia over a five-month period in 2018 and 2019 that killed 346 people and prompted the families of the victims to demand that Boeing face prosecution.</p><h3 id=\"id_3841366480\">Public Policy Favors $7 Billion Fee Award in Musk Pay Case, Tesla Shareholder&#39;s Lawyer Says</h3><p>A record $7 billion in attorneys&#39; fees for three firms that successfully challenged Elon Musk&#39;s $56 billion Tesla pay package provides an incentive for lawyers to hold corporate boards accountable, an attorney for a company shareholder told a Delaware judge on Monday.</p><p>For more than six hours, legal teams for the company and a shareholder sparred over how much to award to three law firms which represented Richard Tornetta, who owned nine shares of Tesla when he sued over Musk&#39;s pay package in 2018.</p><p>The fee Tornetta has asked for on behalf of the firms equals around $7.3 billion at Tesla&#39;s Monday stock price and amounts to a rate of roughly $370,000 for every hour worked by the 37 lawyers, associates and paralegals, court documents submitted by Tornetta&#39;s lawyers showed.</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>Post-Bell | S&P 500 and Nasdaq Notch Record Highs; Chipmakers Shine; Tesla Stock's Win Streak Hits 9 Days</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; 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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\">\nPost-Bell | S&P 500 and Nasdaq Notch Record Highs; Chipmakers Shine; Tesla Stock's Win Streak Hits 9 Days\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\">2024-07-09 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The S&amp;P 500 and Nasdaq notched record-high closes on Monday as investors awaited fresh inflation data, commentary from Federal Reserve Chair Jerome Powell and the start of quarterly earnings season.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The S&amp;P 500 climbed 0.10% to end the session at 5,572.85 points. The Nasdaq gained 0.28% to 18,403.74 points, while the Dow Jones Industrial Average declined 0.08% to 39,344.79 points.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ff94d7bfd684c9dbc6bf8db82453c514\" tg-width=\"377\" tg-height=\"200\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><strong><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></strong> - Tesla rose 0.6% to $252.94 after falling earlier in the session. The close higher for shares of the electric-vehicle maker markedthe ninth-straight session of gains. The stock turned positive for the year last week and is now up 1.8% in 2024. Al Root of <em>Barron’s </em>noted thatrecent gains for the shareshave them trading about 28% higher than analysts’ average price target of under $200.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/LCID\">Lucid</a></strong> - Lucid was up 7.9% aftersecond-quarter deliveriesrose to 2,394 vehicles, up 71% from a year earlier. Production in the period fell to 2,110 vehicles from 2,173.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/GLW\">Corning</a></strong> - Corning rose 12%. The specialty glassmakerraised its second-quarter financial guidanceahead of its earnings report later this month. Corning now expects core sales of about $3.6 billion, higher than previous guidance of roughly $3.4 billion, with core earnings at the “high end of or slightly above management’s guided range” of 42 cents to 46 cents a share, the company said.</p><p><strong><a href=\"https://laohu8.com/S/MORF\">Morphic Holding</a>,</strong> <strong><a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a></strong> - Morphic Holding surged 75.1% to $55.74 after Eli Lilly agreed to buy the biopharmaceutical company in a cash deal valued at about $3.2 billion. Eli Lilly will pay $57 a share for Morphic, which closed Friday at $31.84. Lilly shares rose 0.4%.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/INTC\">Intel</a></strong> - Shares of Intel jumped 6.2% to $33.99. The stock has risen six out of the past seven sessions. An analyst at Melius Research said Intel, as well as Apple and AMD, could shine in the second half of the yearas investors rotate into tech names that have yet to see large bounces from the attention around artificial intelligence.</p><p><strong><a href=\"https://laohu8.com/S/TSM\">TSMC</a></strong> - Shares of TSMC rose more than 1% on Monday to a record high, and have soared nearly 80% this year. The value of Taiwan Semiconductor’s American depositary receipts that trade in the U.S. did briefly hit $1 trillion Monday due to the ratio of ADRs to ordinary shares listed in Taiwan.</p><p><strong><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></strong> rose nearly 2%, and <strong><a href=\"https://laohu8.com/S/AMD\">AMD</a></strong> added 4%, lifting the Philadelphia semiconductor index 1.9%.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/BA\">Boeing</a></strong> - Boeing was up 0.6% on expectations that the aerospace company willplead guiltyto a criminal fraud charge related to the crashes in 2018 and 2019 of two 737 MAX jets that killed 346 people. The Wall Street Journal noted thatcompanies with felony convictionscan be suspended or barred as defense contractors. It said Boeing is expected to seek a waiver.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/PARA\">Paramount Global</a></strong> - Paramount Global was down 5.3% after the entertainment companyagreed to a deal to merge with Skydance Media. Skydance and investor RedBird Capital Partners agreed to spend more than $8 billion to acquire National Amusements, Paramount’s controlling shareholder, and invest in the new Paramount.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/NOW\">ServiceNow</a></strong> - ServiceNow fell 5% to $766.20 after shares of the digital workflow software company weredowngraded to Sell from Neutralat Guggenheim with a price target of $640. The analysts said that while they believe the company’s second-quarter report will be fine, they think the second half of the year “presents risk” to consensus subscription estimates, which could hurt the stock.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/SEDG\">SolarEdge</a></strong> - SolarEdge rose 9.3% to $27.37. Shares of the company, which produces technology for solar-panel installations, were upgraded to Neutral from Underperform with a price target of $29. The stock has fallen 70% this year.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/GBX\">Greenbrier</a></strong> - Greenbrier Cos., the railcar maker, declined 9.1% after its fiscal third-quarter earnings missed analysts’ estimates.</p><h2 id=\"id_3378142872\">Market News</h2><h3 id=\"id_3383660211\">Boeing to Plead Guilty to Fraud in US Probe of Fatal 737 MAX Crashes</h3><p>Boeing has agreed to plead guilty to a criminal fraud conspiracy charge to resolve a U.S. Justice Department investigation linked to two 737 MAX fatal crashes, the government said in court filing late on Sunday.</p><p>The plea, which requires a federal judge&#39;s approval, would brand the planemaker a convicted felon. Boeing will also pay a criminal fine of $243.6 million, the Justice Department (DOJ) said in a document filed in federal court in Texas that provided an overview of the agreement in principle.</p><p>The charge relates to two 737 MAX crashes in Indonesia and Ethiopia over a five-month period in 2018 and 2019 that killed 346 people and prompted the families of the victims to demand that Boeing face prosecution.</p><h3 id=\"id_3841366480\">Public Policy Favors $7 Billion Fee Award in Musk Pay Case, Tesla Shareholder&#39;s Lawyer Says</h3><p>A record $7 billion in attorneys&#39; fees for three firms that successfully challenged Elon Musk&#39;s $56 billion Tesla pay package provides an incentive for lawyers to hold corporate boards accountable, an attorney for a company shareholder told a Delaware judge on Monday.</p><p>For more than six hours, legal teams for the company and a shareholder sparred over how much to award to three law firms which represented Richard Tornetta, who owned nine shares of Tesla when he sued over Musk&#39;s pay package in 2018.</p><p>The fee Tornetta has asked for on behalf of the firms equals around $7.3 billion at Tesla&#39;s Monday stock price and amounts to a rate of roughly $370,000 for every hour worked by the 37 lawyers, associates and paralegals, court documents submitted by Tornetta&#39;s lawyers showed.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GLW":"康宁","LLY":"礼来",".DJI":"道琼斯","LCID":"Lucid Group Inc","NOW":"ServiceNow","AMD":"美国超微公司","BA":"波音","PARA":"Paramount Global","TSLA":"特斯拉","INTC":"英特尔","SEDG":"SolarEdge Technologies, Inc.",".IXIC":"NASDAQ Composite","NVDA":"英伟达","TSM":"台积电",".SPX":"S&P 500 Index","MORF":"Morphic Holding, Inc.","GBX":"格林布赖尔","SOX":"费城半导体指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173404523","content_text":"The S&P 500 and Nasdaq notched record-high closes on Monday as investors awaited fresh inflation data, commentary from Federal Reserve Chair Jerome Powell and the start of quarterly earnings season.Market SnapshotThe S&P 500 climbed 0.10% to end the session at 5,572.85 points. The Nasdaq gained 0.28% to 18,403.74 points, while the Dow Jones Industrial Average declined 0.08% to 39,344.79 points.Market MoversTesla - Tesla rose 0.6% to $252.94 after falling earlier in the session. The close higher for shares of the electric-vehicle maker markedthe ninth-straight session of gains. The stock turned positive for the year last week and is now up 1.8% in 2024. Al Root of Barron’s noted thatrecent gains for the shareshave them trading about 28% higher than analysts’ average price target of under $200.Lucid - Lucid was up 7.9% aftersecond-quarter deliveriesrose to 2,394 vehicles, up 71% from a year earlier. Production in the period fell to 2,110 vehicles from 2,173.Corning - Corning rose 12%. The specialty glassmakerraised its second-quarter financial guidanceahead of its earnings report later this month. Corning now expects core sales of about $3.6 billion, higher than previous guidance of roughly $3.4 billion, with core earnings at the “high end of or slightly above management’s guided range” of 42 cents to 46 cents a share, the company said.Morphic Holding, Eli Lilly - Morphic Holding surged 75.1% to $55.74 after Eli Lilly agreed to buy the biopharmaceutical company in a cash deal valued at about $3.2 billion. Eli Lilly will pay $57 a share for Morphic, which closed Friday at $31.84. Lilly shares rose 0.4%.Intel - Shares of Intel jumped 6.2% to $33.99. The stock has risen six out of the past seven sessions. An analyst at Melius Research said Intel, as well as Apple and AMD, could shine in the second half of the yearas investors rotate into tech names that have yet to see large bounces from the attention around artificial intelligence.TSMC - Shares of TSMC rose more than 1% on Monday to a record high, and have soared nearly 80% this year. The value of Taiwan Semiconductor’s American depositary receipts that trade in the U.S. did briefly hit $1 trillion Monday due to the ratio of ADRs to ordinary shares listed in Taiwan.Nvidia rose nearly 2%, and AMD added 4%, lifting the Philadelphia semiconductor index 1.9%.Boeing - Boeing was up 0.6% on expectations that the aerospace company willplead guiltyto a criminal fraud charge related to the crashes in 2018 and 2019 of two 737 MAX jets that killed 346 people. The Wall Street Journal noted thatcompanies with felony convictionscan be suspended or barred as defense contractors. It said Boeing is expected to seek a waiver.Paramount Global - Paramount Global was down 5.3% after the entertainment companyagreed to a deal to merge with Skydance Media. Skydance and investor RedBird Capital Partners agreed to spend more than $8 billion to acquire National Amusements, Paramount’s controlling shareholder, and invest in the new Paramount.ServiceNow - ServiceNow fell 5% to $766.20 after shares of the digital workflow software company weredowngraded to Sell from Neutralat Guggenheim with a price target of $640. The analysts said that while they believe the company’s second-quarter report will be fine, they think the second half of the year “presents risk” to consensus subscription estimates, which could hurt the stock.SolarEdge - SolarEdge rose 9.3% to $27.37. Shares of the company, which produces technology for solar-panel installations, were upgraded to Neutral from Underperform with a price target of $29. The stock has fallen 70% this year.Greenbrier - Greenbrier Cos., the railcar maker, declined 9.1% after its fiscal third-quarter earnings missed analysts’ estimates.Market NewsBoeing to Plead Guilty to Fraud in US Probe of Fatal 737 MAX CrashesBoeing has agreed to plead guilty to a criminal fraud conspiracy charge to resolve a U.S. Justice Department investigation linked to two 737 MAX fatal crashes, the government said in court filing late on Sunday.The plea, which requires a federal judge's approval, would brand the planemaker a convicted felon. Boeing will also pay a criminal fine of $243.6 million, the Justice Department (DOJ) said in a document filed in federal court in Texas that provided an overview of the agreement in principle.The charge relates to two 737 MAX crashes in Indonesia and Ethiopia over a five-month period in 2018 and 2019 that killed 346 people and prompted the families of the victims to demand that Boeing face prosecution.Public Policy Favors $7 Billion Fee Award in Musk Pay Case, Tesla Shareholder's Lawyer SaysA record $7 billion in attorneys' fees for three firms that successfully challenged Elon Musk's $56 billion Tesla pay package provides an incentive for lawyers to hold corporate boards accountable, an attorney for a company shareholder told a Delaware judge on Monday.For more than six hours, legal teams for the company and a shareholder sparred over how much to award to three law firms which represented Richard Tornetta, who owned nine shares of Tesla when he sued over Musk's pay package in 2018.The fee Tornetta has asked for on behalf of the firms equals around $7.3 billion at Tesla's Monday stock price and amounts to a rate of roughly $370,000 for every hour worked by the 37 lawyers, associates and paralegals, court documents submitted by Tornetta's lawyers showed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325070144622680,"gmtCreate":1720391903557,"gmtModify":1720391907927,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"TqueOw and O God is Ka","listText":"TqueOw and O God is Ka","text":"TqueOw and O God is Ka","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325070144622680","repostId":"2449215284","repostType":2,"repost":{"id":"2449215284","pubTimestamp":1720246209,"share":"https://ttm.financial/m/news/2449215284?lang=&edition=fundamental","pubTime":"2024-07-06 14:10","market":"us","language":"en","title":"AMD: AI GPU Underdog With Serious Catalysts (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2449215284","media":"seekingalpha","summary":"Advanced Micro Devices, Inc. shares have seriously lagged Nvidia, but the company is set to debut new AI products and ramp up Instinct MI300 shipments in FY 2024.AMD's accelerated GPU roadmap is a key reason for my upgrade to buy.New AI GPUs from AMD are set to challenge Nvidia's market dominance and could translate to serious free cash flow upside.AMD's lower valuation compared to Nvidia and upcoming product launches make it an attractive investment option.   MF3d Shares of Advanced Micro Devices, Inc.  have risen more than 41% in the last year, but are still widely trailing behind Nvidia Corporation , which absolutely crushed expectations in the last year. Although AMD is lagging Nvidia in terms of its GPU proposition, the company is set to debut new products and ramp up shipments of the Instinct MI300X accelerator in FY 2024, which is meant to support AI workloads. AMD is also accelerating its GPU roadmap and looks to launch new Instinct chips in Q4 '24 as well as FY 2025. These pro","content":"<html><head></head><body><ul style=\"\"><li><p>Advanced Micro Devices, Inc. shares have seriously lagged Nvidia, but the company is set to debut new AI products and ramp up Instinct MI300 shipments in FY 2024.</p></li><li><p>AMD&#39;s accelerated GPU roadmap is a key reason for my upgrade to buy.</p></li><li><p>New AI GPUs from AMD are set to challenge Nvidia&#39;s market dominance and could translate to serious free cash flow upside.</p></li><li><p>AMD&#39;s lower valuation compared to Nvidia and upcoming product launches make it an attractive investment option.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/437ad54de2db371c51f104a6dc81dd4a\" tg-width=\"750\" tg-height=\"428\"/></p><p>MF3d</p><p></p><p>Shares of <strong>Advanced Micro Devices, Inc.</strong> (NASDAQ:AMD) have risen more than 41% in the last year, but are still widely trailing behind Nvidia Corporation (NVDA), which absolutely crushed expectations in the last year. Although AMD is lagging Nvidia in terms of its GPU proposition, the company is set to debut new products and ramp up shipments of the Instinct MI300X accelerator in FY 2024, which is meant to support AI workloads. AMD is also accelerating its GPU roadmap and looks to launch new Instinct chips in Q4 &#39;24 as well as FY 2025. These products are set to create significant top line and free cash flow tailwinds for AMD, and could help narrow the gap between AMD&#39;s and Nvidia&#39;s valuation!</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c037034b1f1315c7f23e64a6eb4412bb\" tg-width=\"635\" tg-height=\"439\"/></p><p>Data by YCharts</p><p></p><h2 id=\"id_3014560149\">Previous rating</h2><p>I rated shares of AMD a hold in February 2024 -- AMD Could Soon Have Its &#39;Nvidia Moment&#39; -- as AMD benefits from a tipping point in AI… which means companies are accelerating spending on the companies’ AI chips to scale their own businesses. AMD last month revealed two more processors that will be launched, the AMD Ryzen AI 300 Series processors which are built on AMD’s XDNA 2 architecture, as well as the AMD Ryzen 9000 Series processors for desktops that are built on the AMD Zen 5 architecture. AMD is also accelerating efforts to increase the line-up of its Instinct accelerators, which could lead to significant free cash flow tailwinds.</p><h2 id=\"id_283660287\">New product launches are set to challenge Nvidia</h2><p>AMD is going to launch two processors in the near term, the AI 300 Series for laptops (set to launch July 17, 2024) and the Ryzen 9000 Series processors for desktops (shipments to start in August 2024). The AI 300 Series is aimed at content creators that need to handle demanding AI workloads. Both chips could provide tailwinds and catalysts for the company&#39;s main processor business.</p><p>More importantly, however, AMD said in Q2&#39;24 that it is accelerating its GPU product pipeline in a bid to become more competitive with Nvidia&#39;s H100. AMD already launched the Instinct MI300X accelerator earlier this year, which is meant to directly challenge Nvidia&#39;s leading position in the Data Center GPU market. Nvidia is leading the market by a mile, which has translated to soaring profits for the chipmaker: Profit Explosion And Stock Split Are Game-Changers.</p><p>As per information from Wells Fargo, Nvidia continues to have a massive 94% share in the Data Center GPU market. AMD is trailing far behind with a market share of slightly more than 4%, but the increasing density of AMD’s AI chip line-up could mount an effective challenge here and take some market share away from Nvidia in the coming quarters.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7d2987a712404c0ffa91168eaa7dc5ce\" tg-width=\"640\" tg-height=\"360\"/></p><p>Wells Fargo, Eric Flaningam</p><p></p><p>The reason I say this is that demand for AI GPUs is soaring, and Nvidia alone cannot fill the demand. With demand outstripping supply, AMD could be a big beneficiary here as it accelerates its own product release pipeline and its MI300 accelerator shipments likely picked up in Q2 &#39;24. AMD is further looking to release the AMD Instinct MI325X accelerator in Q4 &#39;24 and the AMD Instinct MI350 Series in FY 2025.</p><p>The MI350 Series, according to information provided by AMD, offers &#34;up to a 35x increase in AI inference performance compared to AMD Instinct MI300 Series&#34; which could make AMD&#39;s chips increasingly interesting as an alternative to the high-priced H100 chips that Nvidia is selling. The AMD Instinct MI400 series is expected to debut in FY 2026, meaning AMD is moving closer to a yearly release cycle for its GPU products.</p><h2 id=\"id_1677928846\">AMD is looking at a massive free cash flow ramp</h2><p>AMD said in its last earnings report that it is seeing strong demand for the Instinct MI300 accelerator, and the chipmaker could be on track to see a serious ramp in free cash flow in the next several years. Its guidance for Data Center GPU revenue is more than $4.0B for FY 2024 and I would not be surprised to see a doubling of GPU-related revenues next year given how strong the demand for these products is right now.</p><p>AMD only saw 2% revenue growth, year over year, in the last quarter, while Nvidia crushed it with a 262% Y/Y increase. However, as AMD accelerated its Instinct MI300 shipments in Q2&#39;24, AMD could be set to see much stronger revenue and free cash flow tailwinds than in the last quarter. This doesn&#39;t mean that AMD will overtake Nvidia in the data center GPU market in the near term, but AMD&#39;s free cash flow growth potential may be potentially underrated here.</p><p>AMD generated just $379M in free cash flow in the last quarter, which calculates to a FCF margin of 7% while Nvidia crushed it with $14.9B in FCF and a margin of 57%. Nevertheless, AMD&#39;s free cash flow margin has improved from 4% in Q4 &#39;23 to Q1 &#39;24, in part due to the shipments of high-margin Instinct MI300 processors.</p><p>With GPU-related revenues potentially doubling next year to $8.0B (my personal estimate given the enormous supply demand imbalance in the GPU market), AMD is set to see a significant improvement in its free cash flow as well. AMD&#39;s consensus top-line forecast for next year implies 28% year-over-year growth and $33B in revenues.</p><p>An increase in the free cash flow margin to a moderate ~15%, which is not an aggressive assumption considering the strength of demand for Data Center GPUs, could therefore imply a total free cash flow potential of close to $5.0B in FY 2025. This expansion in free cash flow margins could mainly be driven by ramping up volume shipments of the Instinct MI300 chip (plus launch of the mentioned new CPUs) as well as pricing strength for Data Center GPUs.</p><p>As AMD only achieved about $1.1B in free cash flow in FY 2023, the chipmaker could be on track to 4X its free cash flow by the end of FY 2025. This implied growth in AMD&#39;s free cash flow may be underrated, in my opinion, as the market is mainly focused on the leading top-line growth rates and FCF margins of Nvidia.</p><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p><strong>AMD, $millions</strong></p></td><td style=\"text-align:left;\"><p><strong>Q1&#39;23</strong></p></td><td style=\"text-align:left;\"><p><strong>Q2&#39;23</strong></p></td><td style=\"text-align:left;\"><p><strong>Q3&#39;23</strong></p></td><td style=\"text-align:left;\"><p><strong>Q4&#39;23</strong></p></td><td style=\"text-align:left;\"><p><strong>Q1&#39;24</strong></p></td><td style=\"text-align:left;\"><p><strong>Y/Y Growth</strong></p></td></tr><tr><td style=\"text-align:left;\"><p>Revenue</p></td><td style=\"text-align:left;\"><p>$5,353</p></td><td style=\"text-align:left;\"><p>$5,359</p></td><td style=\"text-align:left;\"><p>$5,800</p></td><td style=\"text-align:left;\"><p>$6,168</p></td><td style=\"text-align:left;\"><p>$5,473</p></td><td style=\"text-align:left;\"><p>2%</p></td></tr><tr><td style=\"text-align:left;\"><p>GAAP net cash provided by operating activities</p></td><td style=\"text-align:left;\"><p>$486</p></td><td style=\"text-align:left;\"><p>$379</p></td><td style=\"text-align:left;\"><p>$421</p></td><td style=\"text-align:left;\"><p>$381</p></td><td style=\"text-align:left;\"><p>$521</p></td><td style=\"text-align:left;\"><p>7%</p></td></tr><tr><td style=\"text-align:left;\"><p>Purchases of property and equipment</p></td><td style=\"text-align:left;\"><p>($158)</p></td><td style=\"text-align:left;\"><p>($125)</p></td><td style=\"text-align:left;\"><p>($124)</p></td><td style=\"text-align:left;\"><p>($139)</p></td><td style=\"text-align:left;\"><p>($142)</p></td><td style=\"text-align:left;\"><p>-10%</p></td></tr><tr><td style=\"text-align:left;\"><p>Free Cash Flow</p></td><td style=\"text-align:left;\"><p>$328</p></td><td style=\"text-align:left;\"><p>$254</p></td><td style=\"text-align:left;\"><p>$297</p></td><td style=\"text-align:left;\"><p>$242</p></td><td style=\"text-align:left;\"><p>$379</p></td><td style=\"text-align:left;\"><p>16%</p></td></tr><tr><td style=\"text-align:left;\"><p>Free Cash Flow % Of Net Revenues</p></td><td style=\"text-align:left;\"><p>6%</p></td><td style=\"text-align:left;\"><p>5%</p></td><td style=\"text-align:left;\"><p>5%</p></td><td style=\"text-align:left;\"><p>4%</p></td><td style=\"text-align:left;\"><p>7%</p></td><td style=\"text-align:left;\"><p>13%</p></td></tr><tr><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Nvidia, $millions</strong></p></td><td style=\"text-align:left;\"><p><strong>FQ1&#39;24</strong></p></td><td style=\"text-align:left;\"><p><strong>FQ2&#39;24</strong></p></td><td style=\"text-align:left;\"><p><strong>FQ3&#39;24</strong></p></td><td style=\"text-align:left;\"><p><strong>FQ4&#39;24</strong></p></td><td style=\"text-align:left;\"><p><strong>FQ1&#39;25</strong></p></td><td style=\"text-align:left;\"><p><strong>Y/Y Growth</strong></p></td></tr><tr><td style=\"text-align:left;\"><p>Revenue</p></td><td style=\"text-align:left;\"><p>$7,192</p></td><td style=\"text-align:left;\"><p>$13,507</p></td><td style=\"text-align:left;\"><p>$18,120</p></td><td style=\"text-align:left;\"><p>$22,103</p></td><td style=\"text-align:left;\"><p>$26,044</p></td><td style=\"text-align:left;\"><p>262%</p></td></tr><tr><td style=\"text-align:left;\"><p>GAAP net cash provided by operating activities</p></td><td style=\"text-align:left;\"><p>$2,911</p></td><td style=\"text-align:left;\"><p>$6,348</p></td><td style=\"text-align:left;\"><p>$7,333</p></td><td style=\"text-align:left;\"><p>$11,499</p></td><td style=\"text-align:left;\"><p>$15,345</p></td><td style=\"text-align:left;\"><p>427%</p></td></tr><tr><td style=\"text-align:left;\"><p>Purchases of property and equipment</p></td><td style=\"text-align:left;\"><p>($268)</p></td><td style=\"text-align:left;\"><p>($300)</p></td><td style=\"text-align:left;\"><p>($291)</p></td><td style=\"text-align:left;\"><p>($282)</p></td><td style=\"text-align:left;\"><p>($409)</p></td><td style=\"text-align:left;\"><p>53%</p></td></tr><tr><td style=\"text-align:left;\"><p>Free Cash Flow</p></td><td style=\"text-align:left;\"><p>$2,643</p></td><td style=\"text-align:left;\"><p>$6,048</p></td><td style=\"text-align:left;\"><p>$7,042</p></td><td style=\"text-align:left;\"><p>$11,217</p></td><td style=\"text-align:left;\"><p>$14,936</p></td><td style=\"text-align:left;\"><p>465%</p></td></tr><tr><td style=\"text-align:left;\"><p>Free Cash Flow % Of Net Revenues</p></td><td style=\"text-align:left;\"><p>37%</p></td><td style=\"text-align:left;\"><p>45%</p></td><td style=\"text-align:left;\"><p>39%</p></td><td style=\"text-align:left;\"><p>51%</p></td><td style=\"text-align:left;\"><p>57%</p></td><td style=\"text-align:left;\"><p>56%</p></td></tr></tbody></table><p>Click to enlarge</p><h2 id=\"id_715056828\"></h2><p><em>(Source: Author.)</em></p><h2 id=\"id_2834263500\"></h2><h2 id=\"id_3091415155\">AMD’s valuation</h2><p>I like AMD chiefly because of its underdog status and its lower valuation relative to Nvidia. AMD is actually expected to grow its EPS faster than Nvidia over the long term, chiefly in my opinion because AMD&#39;s GPU development pipeline has been trailing behind Nvidia. AMD, therefore, has considerable &#34;catch-up&#34; and revaluation potential. The same is true for Intel (INTC), which only recently launched its own AI chips, the Gaudi 3 AI accelerator, for the enterprise market. In the case of Intel, I believe the market is much too bearish, which is reflected in the company&#39;s low P/E ratio.</p><p>Currently, shares of AMD are valued at a price-to-earnings ratio of 29.5X, which Nvidia surpasses with an earnings multiplier of 35.6X. Intel is by far the cheapest chipmaker with a P/E ratio of 15.8X, but Intel has had its own problems, including delayed processor launches. Nvidia did grow its Data Center and consolidated revenues a lot faster than AMD and Intel in recent quarters, but AMD is catching up here and has a very attractive risk setup given the Instinct MI accelerator pipeline.</p><p>I believe AMD could trade at Nvidia&#39;s P/E of 35-36X if the company executes well with its Instinct chip releases, demand for GPUs remain high and AMD sees a significant free cash flow margin catalyst tied to its accelerating Instinct accelerator pipeline. A 35-36X P/E ratio for AMD implies a fair value range of $195-200. The aggressive product roadmap regarding GPU releases and associated FCF catalyst is why I am upgrading shares of AMD to buy.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c4ace60f9319b6143e6f4c80c4890b22\" tg-width=\"635\" tg-height=\"559\"/></p><p>Data by YCharts</p><p></p><h2 id=\"id_836710978\">Risks with AMD</h2><p>AMD is trailing behind Nvidia in terms of GPU-related revenue growth and market share, but AMD does have an opportunity to narrow the gap between its fiercest competitor through the successive launches of new Instinct chips... that are coming to market at a time of escalating demand. Since AMD has still not really benefited from the ramp of Instinct MI300 accelerator sales (given that shipments only started in Q1 &#39;24), the company is set for a serious free cash flow upswing going forward. What would change my mind about AMD is if the company were to see weakening demand for its flagship Instinct MI300 chips, and if AMD and Nvidia were to see drastically falling GPU prices.</p><h2 id=\"id_2153574419\">Final thoughts</h2><p>AMD is currently the underdog in the AI GPU market, which Nvidia easily controls and dominates. However, AMD is not sleeping at the wheel and is set to debut a number of AI-focused processors that could lead to an acceleration of the company’s top line/free cash flow growth and help the chipmaker narrow the gap between itself and Nvidia. Importantly, I believe AMD has a valuation advantage over Nvidia, although the chipmaker is not growing its top line as quickly as its biggest rival in the market.</p><p>I really like AMD’s underdog status in the AI market, and believe that the upcoming launch of AI-supportive processors and new GPUs of the Instinct Series could make AMD more attractive from a free cash flow point of view. With a P/E ratio of less than 30X, AMD’s risk profile is heavily skewed to the upside!</p></body></html>","source":"seekingalpha","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>AMD: AI GPU Underdog With Serious Catalysts (Rating Upgrade)</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\">\nAMD: AI GPU Underdog With Serious Catalysts (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-06 14:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4702621-amd-ai-gpu-underdog-with-serious-catalysts-rating-upgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices, Inc. shares have seriously lagged Nvidia, but the company is set to debut new AI products and ramp up Instinct MI300 shipments in FY 2024.AMD's accelerated GPU roadmap is a key...</p>\n\n<a href=\"https://seekingalpha.com/article/4702621-amd-ai-gpu-underdog-with-serious-catalysts-rating-upgrade\">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","AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4702621-amd-ai-gpu-underdog-with-serious-catalysts-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2449215284","content_text":"Advanced Micro Devices, Inc. shares have seriously lagged Nvidia, but the company is set to debut new AI products and ramp up Instinct MI300 shipments in FY 2024.AMD's accelerated GPU roadmap is a key reason for my upgrade to buy.New AI GPUs from AMD are set to challenge Nvidia's market dominance and could translate to serious free cash flow upside.AMD's lower valuation compared to Nvidia and upcoming product launches make it an attractive investment option.MF3dShares of Advanced Micro Devices, Inc. (NASDAQ:AMD) have risen more than 41% in the last year, but are still widely trailing behind Nvidia Corporation (NVDA), which absolutely crushed expectations in the last year. Although AMD is lagging Nvidia in terms of its GPU proposition, the company is set to debut new products and ramp up shipments of the Instinct MI300X accelerator in FY 2024, which is meant to support AI workloads. AMD is also accelerating its GPU roadmap and looks to launch new Instinct chips in Q4 '24 as well as FY 2025. These products are set to create significant top line and free cash flow tailwinds for AMD, and could help narrow the gap between AMD's and Nvidia's valuation!Data by YChartsPrevious ratingI rated shares of AMD a hold in February 2024 -- AMD Could Soon Have Its 'Nvidia Moment' -- as AMD benefits from a tipping point in AI… which means companies are accelerating spending on the companies’ AI chips to scale their own businesses. AMD last month revealed two more processors that will be launched, the AMD Ryzen AI 300 Series processors which are built on AMD’s XDNA 2 architecture, as well as the AMD Ryzen 9000 Series processors for desktops that are built on the AMD Zen 5 architecture. AMD is also accelerating efforts to increase the line-up of its Instinct accelerators, which could lead to significant free cash flow tailwinds.New product launches are set to challenge NvidiaAMD is going to launch two processors in the near term, the AI 300 Series for laptops (set to launch July 17, 2024) and the Ryzen 9000 Series processors for desktops (shipments to start in August 2024). The AI 300 Series is aimed at content creators that need to handle demanding AI workloads. Both chips could provide tailwinds and catalysts for the company's main processor business.More importantly, however, AMD said in Q2'24 that it is accelerating its GPU product pipeline in a bid to become more competitive with Nvidia's H100. AMD already launched the Instinct MI300X accelerator earlier this year, which is meant to directly challenge Nvidia's leading position in the Data Center GPU market. Nvidia is leading the market by a mile, which has translated to soaring profits for the chipmaker: Profit Explosion And Stock Split Are Game-Changers.As per information from Wells Fargo, Nvidia continues to have a massive 94% share in the Data Center GPU market. AMD is trailing far behind with a market share of slightly more than 4%, but the increasing density of AMD’s AI chip line-up could mount an effective challenge here and take some market share away from Nvidia in the coming quarters.Wells Fargo, Eric FlaningamThe reason I say this is that demand for AI GPUs is soaring, and Nvidia alone cannot fill the demand. With demand outstripping supply, AMD could be a big beneficiary here as it accelerates its own product release pipeline and its MI300 accelerator shipments likely picked up in Q2 '24. AMD is further looking to release the AMD Instinct MI325X accelerator in Q4 '24 and the AMD Instinct MI350 Series in FY 2025.The MI350 Series, according to information provided by AMD, offers \"up to a 35x increase in AI inference performance compared to AMD Instinct MI300 Series\" which could make AMD's chips increasingly interesting as an alternative to the high-priced H100 chips that Nvidia is selling. The AMD Instinct MI400 series is expected to debut in FY 2026, meaning AMD is moving closer to a yearly release cycle for its GPU products.AMD is looking at a massive free cash flow rampAMD said in its last earnings report that it is seeing strong demand for the Instinct MI300 accelerator, and the chipmaker could be on track to see a serious ramp in free cash flow in the next several years. Its guidance for Data Center GPU revenue is more than $4.0B for FY 2024 and I would not be surprised to see a doubling of GPU-related revenues next year given how strong the demand for these products is right now.AMD only saw 2% revenue growth, year over year, in the last quarter, while Nvidia crushed it with a 262% Y/Y increase. However, as AMD accelerated its Instinct MI300 shipments in Q2'24, AMD could be set to see much stronger revenue and free cash flow tailwinds than in the last quarter. This doesn't mean that AMD will overtake Nvidia in the data center GPU market in the near term, but AMD's free cash flow growth potential may be potentially underrated here.AMD generated just $379M in free cash flow in the last quarter, which calculates to a FCF margin of 7% while Nvidia crushed it with $14.9B in FCF and a margin of 57%. Nevertheless, AMD's free cash flow margin has improved from 4% in Q4 '23 to Q1 '24, in part due to the shipments of high-margin Instinct MI300 processors.With GPU-related revenues potentially doubling next year to $8.0B (my personal estimate given the enormous supply demand imbalance in the GPU market), AMD is set to see a significant improvement in its free cash flow as well. AMD's consensus top-line forecast for next year implies 28% year-over-year growth and $33B in revenues.An increase in the free cash flow margin to a moderate ~15%, which is not an aggressive assumption considering the strength of demand for Data Center GPUs, could therefore imply a total free cash flow potential of close to $5.0B in FY 2025. This expansion in free cash flow margins could mainly be driven by ramping up volume shipments of the Instinct MI300 chip (plus launch of the mentioned new CPUs) as well as pricing strength for Data Center GPUs.As AMD only achieved about $1.1B in free cash flow in FY 2023, the chipmaker could be on track to 4X its free cash flow by the end of FY 2025. This implied growth in AMD's free cash flow may be underrated, in my opinion, as the market is mainly focused on the leading top-line growth rates and FCF margins of Nvidia.AMD, $millionsQ1'23Q2'23Q3'23Q4'23Q1'24Y/Y GrowthRevenue$5,353$5,359$5,800$6,168$5,4732%GAAP net cash provided by operating activities$486$379$421$381$5217%Purchases of property and equipment($158)($125)($124)($139)($142)-10%Free Cash Flow$328$254$297$242$37916%Free Cash Flow % Of Net Revenues6%5%5%4%7%13%Nvidia, $millionsFQ1'24FQ2'24FQ3'24FQ4'24FQ1'25Y/Y GrowthRevenue$7,192$13,507$18,120$22,103$26,044262%GAAP net cash provided by operating activities$2,911$6,348$7,333$11,499$15,345427%Purchases of property and equipment($268)($300)($291)($282)($409)53%Free Cash Flow$2,643$6,048$7,042$11,217$14,936465%Free Cash Flow % Of Net Revenues37%45%39%51%57%56%Click to enlarge(Source: Author.)AMD’s valuationI like AMD chiefly because of its underdog status and its lower valuation relative to Nvidia. AMD is actually expected to grow its EPS faster than Nvidia over the long term, chiefly in my opinion because AMD's GPU development pipeline has been trailing behind Nvidia. AMD, therefore, has considerable \"catch-up\" and revaluation potential. The same is true for Intel (INTC), which only recently launched its own AI chips, the Gaudi 3 AI accelerator, for the enterprise market. In the case of Intel, I believe the market is much too bearish, which is reflected in the company's low P/E ratio.Currently, shares of AMD are valued at a price-to-earnings ratio of 29.5X, which Nvidia surpasses with an earnings multiplier of 35.6X. Intel is by far the cheapest chipmaker with a P/E ratio of 15.8X, but Intel has had its own problems, including delayed processor launches. Nvidia did grow its Data Center and consolidated revenues a lot faster than AMD and Intel in recent quarters, but AMD is catching up here and has a very attractive risk setup given the Instinct MI accelerator pipeline.I believe AMD could trade at Nvidia's P/E of 35-36X if the company executes well with its Instinct chip releases, demand for GPUs remain high and AMD sees a significant free cash flow margin catalyst tied to its accelerating Instinct accelerator pipeline. A 35-36X P/E ratio for AMD implies a fair value range of $195-200. The aggressive product roadmap regarding GPU releases and associated FCF catalyst is why I am upgrading shares of AMD to buy.Data by YChartsRisks with AMDAMD is trailing behind Nvidia in terms of GPU-related revenue growth and market share, but AMD does have an opportunity to narrow the gap between its fiercest competitor through the successive launches of new Instinct chips... that are coming to market at a time of escalating demand. Since AMD has still not really benefited from the ramp of Instinct MI300 accelerator sales (given that shipments only started in Q1 '24), the company is set for a serious free cash flow upswing going forward. What would change my mind about AMD is if the company were to see weakening demand for its flagship Instinct MI300 chips, and if AMD and Nvidia were to see drastically falling GPU prices.Final thoughtsAMD is currently the underdog in the AI GPU market, which Nvidia easily controls and dominates. However, AMD is not sleeping at the wheel and is set to debut a number of AI-focused processors that could lead to an acceleration of the company’s top line/free cash flow growth and help the chipmaker narrow the gap between itself and Nvidia. Importantly, I believe AMD has a valuation advantage over Nvidia, although the chipmaker is not growing its top line as quickly as its biggest rival in the market.I really like AMD’s underdog status in the AI market, and believe that the upcoming launch of AI-supportive processors and new GPUs of the Instinct Series could make AMD more attractive from a free cash flow point of view. With a P/E ratio of less than 30X, AMD’s risk profile is heavily skewed to the upside!","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324483229167720,"gmtCreate":1720248624253,"gmtModify":1720249346204,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"TeiKaJLArri","listText":"TeiKaJLArri","text":"TeiKaJLArri","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324483229167720","repostId":"1154110057","repostType":4,"repost":{"id":"1154110057","pubTimestamp":1720228645,"share":"https://ttm.financial/m/news/1154110057?lang=&edition=fundamental","pubTime":"2024-07-06 09:17","market":"us","language":"en","title":"US Weekly Review: S&P 500, Nasdaq Hit Highs As Tesla Soars, Rate-Cut Hopes Rise","url":"https://stock-news.laohu8.com/highlight/detail?id=1154110057","media":"Investor’s Business Daily","summary":"The stock market saw fresh record highs on the S&P 500 and Nasdaq during the holiday-shortened week, though small caps fell slightly.Tesla (TSLA) skyrocketed, helped by beating lowered delivery foreca","content":"<html><head></head><body><p>The stock market saw fresh record highs on the S&amp;P 500 and Nasdaq during the holiday-shortened week, though small caps fell slightly. <strong>Tesla</strong> (<strong>TSLA</strong>) skyrocketed, helped by beating lowered delivery forecasts. U.S. auto sales were tame, though <strong>General Motors</strong> (<strong>GM</strong>) and <strong>Ford</strong> (<strong>F</strong>) reported strong EV sales growth. China EV makers reported record or at least rising sales.</p><p style=\"text-align: start;\"><strong>Eli Lilly</strong> (<strong>LLY</strong>) and <strong>Novo Nordisk</strong> (<strong>NVO</strong>) faced some negative headlines, though Lilly won FDA approval for its Alzheimer&#39;s treatment donanemab. The jobs report and other economic data signaled slowing growth and perhaps easing inflation pressures.</p><h2 id=\"id_2629942849\" style=\"text-align: start;\">S&amp;P 500, Nasdaq Hit New Highs</h2><p style=\"text-align: start;\">The S&amp;P 500 and Nasdaq punched above key levels, with the latter looking a little extended. <strong>Tesla</strong> (<strong>TSLA</strong>) fueled gains in those indexes, along with chips and software. Economic data bolstered rate-cut hopes. Treasury yields, which spiked early in the week, erased those gains. Copper futures spiked.</p><h2 id=\"id_3371278696\" style=\"text-align: start;\">Jobs Report Confirms Slowdown</h2><p style=\"text-align: start;\">Friday&#39;s June jobs report finally caught up to the run of more sluggish economic data points that have been piling up. The U.S. added 206,000 jobs in June, slightly above views. But the private sector added just 136,000 jobs, well below views. Annual wage growth matched a three-year low of 3.9%. Meanwhile, the four-week average for initial jobless claims hit a nine-month high. The ISM service-sector index tumbled to 48.8 from 53.8, back below the neutral 50 level. Everything appears to be falling into place for a near-term Federal Reserve pivot to rate cuts. Fed chair Jerome Powell said Tuesday that the past two months of inflation data show &#34;we&#39;re getting back on a disinflationary path.&#34;</p><h2 id=\"id_3502573321\" style=\"text-align: start;\">Tesla Surges On Deliveries, Storage</h2><p style=\"text-align: start;\"><strong>Tesla</strong> (<strong>TSLA</strong>) skyrocketed, continuing a powerful run as second-quarter deliveries dropped 4% compared to a year ago but came in well above analysts&#39; lowered expectations. Q2 deliveries of 443,956 did jump 15% vs. Q1, with the Model 3 and Y accounting for 422,405. Other vehicles, including the Model S, Model X and Cybertruck, sold 21,551. Production came in at 410,831, letting Tesla reduce inventories. Tesla also said it deployed 9.4 gigawatt-hours (GWh) of energy storage products, more than doubling Q1&#39;s record 4.053 GWh.</p><h2 id=\"id_2377383463\" style=\"text-align: start;\">U.S. Auto Sales</h2><p style=\"text-align: start;\">New vehicle sales in the U.S. nudged up just 0.1% in the second quarter vs. a year ago, industry data showed. Steep interest rates and high prices continue to curb demand, experts say. <strong>General Motors</strong> (<strong>GM</strong>) and <strong>Ford</strong> (<strong>F</strong>) U.S. sales grew less than 1% each. <strong>Toyota Motor</strong> (<strong>TM</strong>) sales jumped 9%, with hybrid vehicles still powering its growth. But sales slumped 21% for Jeep and Chrysler parent <strong>Stellantis</strong> (<strong>STLA</strong>). In Q2, GM&#39;s EV sales jumped 40% to a record as Ultium-EV production woes finally wane. Ford&#39;s EV sales popped 61% to a distant No. 2 in the U.S., while hybrids also jumped. Both GM and Ford indicated they are taking EV share from Tesla, which remains dominant in the U.S.</p><h2 id=\"id_428509426\" style=\"text-align: start;\">China EV Sales Pick Up</h2><p style=\"text-align: start;\">Tesla&#39;s Chinese rivals <strong>BYD</strong> (<strong>BYDDF</strong>), <strong>Nio</strong> (<strong>NIO</strong>) and <strong>Zeekr</strong> (<strong>ZK</strong>) achieved record quarterly deliveries. <strong>Li Auto</strong> (<strong>LI</strong>) and <strong>XPeng</strong> (<strong>XPEV</strong>) also reported higher second-quarter sales. China&#39;s EV market continues to rebound from a soft start to the year on the back of subsidies, discounts and incentives. This year, BYD has led a renewed price war in China while expanding further overseas, opening a Thai plant on July 4. In Q2, BYD sold nearly a million electric vehicles. It&#39;s selling more plug-in hybrid vehicles than purely battery electric vehicles in 2024 amid global shift toward hybrids as well as a more-advanced hybrid system with far better range. BYD BEV sales rose but lagged Tesla&#39;s.</p><h2 id=\"id_415859481\" style=\"text-align: start;\">Rivian Leaps On Deliveries, VW Buzz</h2><p style=\"text-align: start;\">Rivian reported Q2 deliveries of 13,790 EVs, a week after predicting 13,000-13,330. It produced 9,612 EVs in Q2 and reaffirmed full-year production guidance of 57,000. Meanwhile, reports emerged that <strong>Volkswagen</strong> (<strong>VWAGY</strong>) and the EV startup are already discussing expanding their partnership from primarily software to also include hardware and joint production. VW&#39;s U.S. electric brand &#34;Scout&#34; could also be included in the partnership. Rivian stock jumped.</p><h2 id=\"id_1630835392\" style=\"text-align: start;\">Eli Lilly, Novo Nordisk Fall On News</h2><p style=\"text-align: start;\">President Joe Biden and Sen. Bernie Sanders, in a joint op-ed Tuesday called out the drug giants for the &#34;unconscionably high&#34; prices of their diabetes and weight-loss drugs. Later in the day, <strong>Eli Lilly</strong> (<strong>LLY</strong>) won Food and Drug Administration approval for its Alzheimer&#39;s treatment donanemab, now called Kisunla. On Wednesday, a study out of a Harvard teaching hospital tied a disorder that can cause blindness to the diabetes and weight-loss drugs. Eli Lilly and <strong>Novo Nordisk</strong> (<strong>NVO</strong>) retreated, but LLY erased weekly losses while NVO pared losses to hold in a buy zone.</p><h2 id=\"id_443864774\" style=\"text-align: start;\">Boeing To Buy Spirit Aero</h2><p style=\"text-align: start;\"><strong>Boeing</strong> (<strong>BA</strong>) will buy supplier <strong>Spirit AeroSystems</strong> (<strong>SPR</strong>) for $37.25 a share, or $4.7 billion, in an all-stock deal. The Dow Jones giant aims to have more control over its supply chain amid recent safety lapses. Meanwhile, the Justice Department reportedly plans to charge the Dow Jones aerospace giant with fraud, urging Boeing to plead guilty to the criminal charge.</p><h2 id=\"id_3598690649\" style=\"text-align: start;\">In Brief</h2><p style=\"text-align: start;\">European regulators say <strong>Meta Platforms</strong> (<strong>META</strong>) is violating digital competition rules by only allowing users to opt-out of ad tracking by paying for a subscription product. Meta launched paid, ad-free versions of Facebook and Instagram in the EU late last year. Meta shrugged off the news, jumping into a buy zone.</p><p style=\"text-align: start;\"><strong>Sea Limited</strong> (<strong>SE</strong>) agreed to change parts of its Shopee e-commerce operations via a deal with Indonesian antitrust regulators, who accused the Southeast Asia internet services firm of unfairly favoring its own delivery services for customer orders on Shopee. Sea stock, which initially fell, slashed weekly losses.</p></body></html>","source":"lsy1610612141385","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 Weekly Review: S&P 500, Nasdaq Hit Highs As Tesla Soars, Rate-Cut Hopes Rise</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 Weekly Review: S&P 500, Nasdaq Hit Highs As Tesla Soars, Rate-Cut Hopes Rise\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-06 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/news/stock-market-sp-500-nasdaq-highs-tesla-soars-rate-cut/><strong>Investor’s Business Daily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market saw fresh record highs on the S&P 500 and Nasdaq during the holiday-shortened week, though small caps fell slightly. Tesla (TSLA) skyrocketed, helped by beating lowered delivery ...</p>\n\n<a href=\"https://www.investors.com/news/stock-market-sp-500-nasdaq-highs-tesla-soars-rate-cut/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVO":"诺和诺德","META":"Meta Platforms, Inc.","SPR":"Spirit AeroSystems Holdings Inc","TSLA":"特斯拉","XPEV":"小鹏汽车","STLA":"Stellantis NV","TM":"丰田汽车","LI":"理想汽车","BYDDY":"比亚迪ADR","LLY":"礼来","GM":"通用汽车","F":"福特汽车","ZK":"极氪","BA":"波音","NIO":"蔚来","SE":"Sea Ltd"},"source_url":"https://www.investors.com/news/stock-market-sp-500-nasdaq-highs-tesla-soars-rate-cut/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154110057","content_text":"The stock market saw fresh record highs on the S&P 500 and Nasdaq during the holiday-shortened week, though small caps fell slightly. Tesla (TSLA) skyrocketed, helped by beating lowered delivery forecasts. U.S. auto sales were tame, though General Motors (GM) and Ford (F) reported strong EV sales growth. China EV makers reported record or at least rising sales.Eli Lilly (LLY) and Novo Nordisk (NVO) faced some negative headlines, though Lilly won FDA approval for its Alzheimer's treatment donanemab. The jobs report and other economic data signaled slowing growth and perhaps easing inflation pressures.S&P 500, Nasdaq Hit New HighsThe S&P 500 and Nasdaq punched above key levels, with the latter looking a little extended. Tesla (TSLA) fueled gains in those indexes, along with chips and software. Economic data bolstered rate-cut hopes. Treasury yields, which spiked early in the week, erased those gains. Copper futures spiked.Jobs Report Confirms SlowdownFriday's June jobs report finally caught up to the run of more sluggish economic data points that have been piling up. The U.S. added 206,000 jobs in June, slightly above views. But the private sector added just 136,000 jobs, well below views. Annual wage growth matched a three-year low of 3.9%. Meanwhile, the four-week average for initial jobless claims hit a nine-month high. The ISM service-sector index tumbled to 48.8 from 53.8, back below the neutral 50 level. Everything appears to be falling into place for a near-term Federal Reserve pivot to rate cuts. Fed chair Jerome Powell said Tuesday that the past two months of inflation data show \"we're getting back on a disinflationary path.\"Tesla Surges On Deliveries, StorageTesla (TSLA) skyrocketed, continuing a powerful run as second-quarter deliveries dropped 4% compared to a year ago but came in well above analysts' lowered expectations. Q2 deliveries of 443,956 did jump 15% vs. Q1, with the Model 3 and Y accounting for 422,405. Other vehicles, including the Model S, Model X and Cybertruck, sold 21,551. Production came in at 410,831, letting Tesla reduce inventories. Tesla also said it deployed 9.4 gigawatt-hours (GWh) of energy storage products, more than doubling Q1's record 4.053 GWh.U.S. Auto SalesNew vehicle sales in the U.S. nudged up just 0.1% in the second quarter vs. a year ago, industry data showed. Steep interest rates and high prices continue to curb demand, experts say. General Motors (GM) and Ford (F) U.S. sales grew less than 1% each. Toyota Motor (TM) sales jumped 9%, with hybrid vehicles still powering its growth. But sales slumped 21% for Jeep and Chrysler parent Stellantis (STLA). In Q2, GM's EV sales jumped 40% to a record as Ultium-EV production woes finally wane. Ford's EV sales popped 61% to a distant No. 2 in the U.S., while hybrids also jumped. Both GM and Ford indicated they are taking EV share from Tesla, which remains dominant in the U.S.China EV Sales Pick UpTesla's Chinese rivals BYD (BYDDF), Nio (NIO) and Zeekr (ZK) achieved record quarterly deliveries. Li Auto (LI) and XPeng (XPEV) also reported higher second-quarter sales. China's EV market continues to rebound from a soft start to the year on the back of subsidies, discounts and incentives. This year, BYD has led a renewed price war in China while expanding further overseas, opening a Thai plant on July 4. In Q2, BYD sold nearly a million electric vehicles. It's selling more plug-in hybrid vehicles than purely battery electric vehicles in 2024 amid global shift toward hybrids as well as a more-advanced hybrid system with far better range. BYD BEV sales rose but lagged Tesla's.Rivian Leaps On Deliveries, VW BuzzRivian reported Q2 deliveries of 13,790 EVs, a week after predicting 13,000-13,330. It produced 9,612 EVs in Q2 and reaffirmed full-year production guidance of 57,000. Meanwhile, reports emerged that Volkswagen (VWAGY) and the EV startup are already discussing expanding their partnership from primarily software to also include hardware and joint production. VW's U.S. electric brand \"Scout\" could also be included in the partnership. Rivian stock jumped.Eli Lilly, Novo Nordisk Fall On NewsPresident Joe Biden and Sen. Bernie Sanders, in a joint op-ed Tuesday called out the drug giants for the \"unconscionably high\" prices of their diabetes and weight-loss drugs. Later in the day, Eli Lilly (LLY) won Food and Drug Administration approval for its Alzheimer's treatment donanemab, now called Kisunla. On Wednesday, a study out of a Harvard teaching hospital tied a disorder that can cause blindness to the diabetes and weight-loss drugs. Eli Lilly and Novo Nordisk (NVO) retreated, but LLY erased weekly losses while NVO pared losses to hold in a buy zone.Boeing To Buy Spirit AeroBoeing (BA) will buy supplier Spirit AeroSystems (SPR) for $37.25 a share, or $4.7 billion, in an all-stock deal. The Dow Jones giant aims to have more control over its supply chain amid recent safety lapses. Meanwhile, the Justice Department reportedly plans to charge the Dow Jones aerospace giant with fraud, urging Boeing to plead guilty to the criminal charge.In BriefEuropean regulators say Meta Platforms (META) is violating digital competition rules by only allowing users to opt-out of ad tracking by paying for a subscription product. Meta launched paid, ad-free versions of Facebook and Instagram in the EU late last year. Meta shrugged off the news, jumping into a buy zone.Sea Limited (SE) agreed to change parts of its Shopee e-commerce operations via a deal with Indonesian antitrust regulators, who accused the Southeast Asia internet services firm of unfairly favoring its own delivery services for customer orders on Shopee. Sea stock, which initially fell, slashed weekly losses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316750135898128,"gmtCreate":1718350260447,"gmtModify":1718350596441,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316750135898128","repostId":"2442536533","repostType":2,"repost":{"id":"2442536533","pubTimestamp":1718348400,"share":"https://ttm.financial/m/news/2442536533?lang=&edition=fundamental","pubTime":"2024-06-14 15:00","market":"us","language":"en","title":"AAPL, MSFT, NVDA: Which Stock Is Most Likely to Hit $4 Trillion First?","url":"https://stock-news.laohu8.com/highlight/detail?id=2442536533","media":"InvestorPlace","summary":"It may not take very long at all for the first company to reach the $4 trillion milestone mark as we approach the second half.","content":"<html><head></head><body><ul style=\"\"><li><p>The first $3 trillion market cap may have been hit recently. But soon, one of tech’s high flyers may hit $4 trillion.</p></li><li><p><strong>Apple</strong>: Deepwater’s Gene Munster said Apple had its biggest day since 2007. </p></li><li><p><strong>Microsoft</strong>: It’s my top pick to hit the $4 trillion valuation first. </p></li><li><p><strong>Nvidia</strong>: The announcement of Rubin may be fuel for the euphoric rally.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f96458ff306a272fb875824cac37f7d3\" alt=\"Source: Serhii Milekhin / Shutterstock.com\" title=\"Source: Serhii Milekhin / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Serhii Milekhin / Shutterstock.com</span></p><p>The race to $4 trillion is on. <strong>Microsoft</strong>, and <strong>Nvidia</strong> are members of the $3 trillion club, while <strong>Apple</strong> has just returned to the club.</p><p>So, which technology behemoth can adapt to keep growth rates elevated enough to keep the good times going? Undoubtedly, Nvidia’s blistering triple-digit sales growth puts the GPU kingpin on another planet.</p><p>This initial artificial intelligence (<strong>AI</strong>) accelerator gold rush will cool down. And when it does, questions linger about the kind of sustained growth rate that Nvidia will settle into. If there is a downturn in the future, it will be almost impossible to time.</p><p>While triple-digit growth is simply unsustainable, perhaps Nvidia has a few more upside surprises in store for those holding on at today’s meteoric highs.</p><p>After all, many analysts have been guilty of underestimating the company in the past three years. Whether they’re continuing to underestimate the magnitude of the boom remains the $4 trillion question.</p><h2 id=\"id_2949059515\">Apple (AAPL)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63ea4fc6bf14cf37582ddf7c9dce7a1d\" alt=\"Source: Moab Republic / Shutterstock\" title=\"Source: Moab Republic / Shutterstock\" tg-width=\"300\" tg-height=\"169\"/><span>Source: Moab Republic / Shutterstock</span></p><p>How could Apple be the first to hit a $4 trillion valuation after it reigned again as most valuable U.S. company for first time since January?</p><p>Though many consider Apple to be an underdog in the race to $4 trillion, the worst of the company’s iPhone sales hiccups may have already passed. As interest rates begin to fall, perhaps more discretionary income in consumers’ pockets will give way to a splurge on new devices.</p><p>If anything, the latest iPhones, iPads and Macs are not discretionary goods anymore, not when they can run Apple Intelligence using Apple’s hybrid approach to AI computing.</p><p>Additionally, some notable bulls are out following Apple’s big WWDC day, including Deepwater Asset Management’s Gene Munster. Recently, the latter sat down with CNBC to share his thoughts. He thought the first day of WWDC 2024 (June 10) was the biggest day for Apple since 2007, the day Apple unveiled the first iPhone.</p><p>If Munster is right, Apple could find itself at a $4 trillion market cap. That’s just a 22% rally for AAPL stock from here, which is totally attainable given the soft year-to-date (<strong>YTD</strong>) rally of just 11%.</p><h2 id=\"id_2717200425\">Microsoft (MSFT)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f64dad680a056b85fc9e191261845073\" alt=\"Source: Ascannio / Shutterstock.com\" title=\"Source: Ascannio / Shutterstock.com\" tg-width=\"300\" tg-height=\"169\"/><span>Source: Ascannio / Shutterstock.com</span></p><p>Microsoft is one of technically the closest to hitting that $4 trillion market cap mark. Now, the stock is sitting at just south of $3.3 trillion. The road to $4 trillion may be less traveled for Microsoft at current levels. Yet, it would be a mistake to discount the potential for Nvidia or Apple to make a second-half sprint to such a finish line.</p><p>In any case, some smart analysts see Microsoft rising to a valuation of $4 trillion, thanks in part to its drivers that span well beyond generative AI.</p><p>Most notably, the Azure cloud business, which stands to benefit from greater AI usage as a whole, could be next in line to excite. Pierre Ferragu of NewStreet Research thinks a $4 trillion valuation makes sense as Microsoft seeks “achieving the Nirvana of execution.” That entails “higher profitability” and “rapid and steady market share gains.”</p><p>Truly, fast and steady may ultimately win the market cap race. And MSFT stock has the best shot at rallying enough to mint Microsoft as the first to break a $4 trillion valuation. A gain of around 22% from Thursday’s close will do it.</p><h2 id=\"id_706417736\">Nvidia (NVDA)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ed51b8b8d703070a9e2ed290dd230b31\" alt=\"Source: Michael Vi / Shutterstock.com\" title=\"Source: Michael Vi / Shutterstock.com\" tg-width=\"300\" tg-height=\"169\"/><span>Source: Michael Vi / Shutterstock.com</span></p><p>Nvidia is probably the favorite pick for many to hit the $4 trillion valuation level first. At around $3.2 trillion, it will take a surge of just over 25% to hit the level.</p><p>NVDA stock has rallied more than 35% in just the past month. If AI enthusiasm continues, Nvidia could be flirting with $4 trillion in a matter of weeks. Of course, just how much exciting news can flow in for the summer when we’ve already had so much to admire in the first half?</p><p>Already, Nvidia is thinking years ahead with its Rubin platform for 2026. It’s not just the GPU that has investors’ attention. It’s the next-generation Vera chip built on the Rubin platform that could capture the world by storm.</p><p>There’s only one problem with the Rubin news. It’s likely already (mostly) baked in, and we’re going to have to wait more than a year and a half before the chip launches. That’s a long wait. And NVDA stock could certainly consolidate until Rubin launches.</p><p>Finally, Rubin’s hype may bring forward a bit of excitement and upside this year, perhaps taking away from NVDA stock’s future performance. Whether it’s enough to sustain a 2024 push to a $4 trillion market cap remains to be seen.</p></body></html>","source":"investorplace_stock_picks","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>AAPL, MSFT, NVDA: Which Stock Is Most Likely to Hit $4 Trillion First?</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\">\nAAPL, MSFT, NVDA: Which Stock Is Most Likely to Hit $4 Trillion First?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-14 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/06/aapl-msft-nvda-which-stock-is-most-likely-to-hit-4-trillion-first/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The first $3 trillion market cap may have been hit recently. But soon, one of tech’s high flyers may hit $4 trillion.Apple: Deepwater’s Gene Munster said Apple had its biggest day since 2007. ...</p>\n\n<a href=\"https://investorplace.com/2024/06/aapl-msft-nvda-which-stock-is-most-likely-to-hit-4-trillion-first/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0149725797.USD":"汇丰美国股市经济规模基金","BK4553":"喜马拉雅资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4567":"ESG概念","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4512":"苹果概念","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4097":"系统软件","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","BK4559":"巴菲特持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0079474960.USD":"联博美国增长基金A","AAPL":"苹果","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4550":"红杉资本持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4538":"云计算","LU0171293334.USD":"贝莱德英国基金A2","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4535":"淡马锡持仓","BK4549":"软银资本持仓","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4548":"巴美列捷福持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0097036916.USD":"贝莱德美国增长A2 USD","NVDA":"英伟达","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","MSFT":"微软","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓"},"source_url":"https://investorplace.com/2024/06/aapl-msft-nvda-which-stock-is-most-likely-to-hit-4-trillion-first/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2442536533","content_text":"The first $3 trillion market cap may have been hit recently. But soon, one of tech’s high flyers may hit $4 trillion.Apple: Deepwater’s Gene Munster said Apple had its biggest day since 2007. Microsoft: It’s my top pick to hit the $4 trillion valuation first. Nvidia: The announcement of Rubin may be fuel for the euphoric rally.Source: Serhii Milekhin / Shutterstock.comThe race to $4 trillion is on. Microsoft, and Nvidia are members of the $3 trillion club, while Apple has just returned to the club.So, which technology behemoth can adapt to keep growth rates elevated enough to keep the good times going? Undoubtedly, Nvidia’s blistering triple-digit sales growth puts the GPU kingpin on another planet.This initial artificial intelligence (AI) accelerator gold rush will cool down. And when it does, questions linger about the kind of sustained growth rate that Nvidia will settle into. If there is a downturn in the future, it will be almost impossible to time.While triple-digit growth is simply unsustainable, perhaps Nvidia has a few more upside surprises in store for those holding on at today’s meteoric highs.After all, many analysts have been guilty of underestimating the company in the past three years. Whether they’re continuing to underestimate the magnitude of the boom remains the $4 trillion question.Apple (AAPL)Source: Moab Republic / ShutterstockHow could Apple be the first to hit a $4 trillion valuation after it reigned again as most valuable U.S. company for first time since January?Though many consider Apple to be an underdog in the race to $4 trillion, the worst of the company’s iPhone sales hiccups may have already passed. As interest rates begin to fall, perhaps more discretionary income in consumers’ pockets will give way to a splurge on new devices.If anything, the latest iPhones, iPads and Macs are not discretionary goods anymore, not when they can run Apple Intelligence using Apple’s hybrid approach to AI computing.Additionally, some notable bulls are out following Apple’s big WWDC day, including Deepwater Asset Management’s Gene Munster. Recently, the latter sat down with CNBC to share his thoughts. He thought the first day of WWDC 2024 (June 10) was the biggest day for Apple since 2007, the day Apple unveiled the first iPhone.If Munster is right, Apple could find itself at a $4 trillion market cap. That’s just a 22% rally for AAPL stock from here, which is totally attainable given the soft year-to-date (YTD) rally of just 11%.Microsoft (MSFT)Source: Ascannio / Shutterstock.comMicrosoft is one of technically the closest to hitting that $4 trillion market cap mark. Now, the stock is sitting at just south of $3.3 trillion. The road to $4 trillion may be less traveled for Microsoft at current levels. Yet, it would be a mistake to discount the potential for Nvidia or Apple to make a second-half sprint to such a finish line.In any case, some smart analysts see Microsoft rising to a valuation of $4 trillion, thanks in part to its drivers that span well beyond generative AI.Most notably, the Azure cloud business, which stands to benefit from greater AI usage as a whole, could be next in line to excite. Pierre Ferragu of NewStreet Research thinks a $4 trillion valuation makes sense as Microsoft seeks “achieving the Nirvana of execution.” That entails “higher profitability” and “rapid and steady market share gains.”Truly, fast and steady may ultimately win the market cap race. And MSFT stock has the best shot at rallying enough to mint Microsoft as the first to break a $4 trillion valuation. A gain of around 22% from Thursday’s close will do it.Nvidia (NVDA)Source: Michael Vi / Shutterstock.comNvidia is probably the favorite pick for many to hit the $4 trillion valuation level first. At around $3.2 trillion, it will take a surge of just over 25% to hit the level.NVDA stock has rallied more than 35% in just the past month. If AI enthusiasm continues, Nvidia could be flirting with $4 trillion in a matter of weeks. Of course, just how much exciting news can flow in for the summer when we’ve already had so much to admire in the first half?Already, Nvidia is thinking years ahead with its Rubin platform for 2026. It’s not just the GPU that has investors’ attention. It’s the next-generation Vera chip built on the Rubin platform that could capture the world by storm.There’s only one problem with the Rubin news. It’s likely already (mostly) baked in, and we’re going to have to wait more than a year and a half before the chip launches. That’s a long wait. And NVDA stock could certainly consolidate until Rubin launches.Finally, Rubin’s hype may bring forward a bit of excitement and upside this year, perhaps taking away from NVDA stock’s future performance. Whether it’s enough to sustain a 2024 push to a $4 trillion market cap remains to be seen.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316748450021560,"gmtCreate":1718349849970,"gmtModify":1718350586815,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"Tqower","listText":"Tqower","text":"Tqower","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316748450021560","repostId":"1114741583","repostType":2,"repost":{"id":"1114741583","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":1718319600,"share":"https://ttm.financial/m/news/1114741583?lang=&edition=fundamental","pubTime":"2024-06-14 07:00","market":"us","language":"en","title":"Post-Bell | Nasdaq, S&P 500 Post All-Time Closing Highs; Tesla Gains About 3%; GameStop Surges 14%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114741583","media":"Tiger Newspress","summary":"The S&P 500 and Nasdaq registered record closing highs for a fourth session in a row on Thursday as technology shares extended their recent rally.Market SnapshotThe Dow Jones Industrial Average fell 6","content":"<html><head></head><body><p>The S&amp;P 500 and Nasdaq registered record closing highs for a fourth session in a row on Thursday as technology shares extended their recent rally.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The Dow Jones Industrial Average fell 65.11 points, or 0.17%, to 38,647.1, the S&amp;P 500 gained 12.71 points, or 0.23%, at 5,433.74 and the Nasdaq Composite rose 59.12 points, or 0.34%, to 17,667.56.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/94fb12324ae98dbb2cdcad2cbfb7fc2e\" tg-width=\"375\" tg-height=\"203\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><strong><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></strong> - Tesla stock rose 2.9%. Shareholders of the electric-vehicle company will finish voting Thursday on CEO Elon Musk’s $56 billion compensation package. In a tweet late Wednesday, Musk said shareholders so far were voting to pass his pay package—which awards him about 300 million incentive-laden stock options—and another resolution to move Tesla’s legal home to Texas, by “wide margins.”</p><p style=\"text-align: start;\">Separately, Tesla said it likely will raise the price of its Model 3 in Europe following new tariffs on electric vehicles made in China planned by the EU.</p><p><strong><a href=\"https://laohu8.com/S/AAPL\">Apple</a></strong> - Apple stock was up 0.6%. Shares in the iPhone maker closed for a third day at a record high. It passed Microsoft as the most valuable company based on market capitalization, according to Dow Jones Market Data.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a></strong> - Broadcom stock surged 12.3% after the semiconductor and software company’s fiscal second-quarter earnings topped analysts’ expectations and it announced a 10-for-1 stock split.  Broadcom said the results were driven by strong demand for chips related to artificial intelligence and by VMware, which it acquired in late 2023. The company also boosted its fiscal-year revenue guidance.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/GME\">GameStop</a></strong> - GameStop stock rose 14.4%, extending a wild ride for the videogame retailer after shares fell 17% on Wednesday. The company planned to hold its annual shareholders meeting Thursday, but servers crashed because of overwhelming interest in the livestream.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/SIG\">Signet Jewelers</a></strong> - Signet Jewelers stock was down 14.9% after the jewelry company’s earnings topped estimates but revenue fell in its fiscal first quarter and second-quarter guidance was short of expectations.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/PLAY\">Dave &amp; Buster&#39;s Entertainment</a></strong> - Dave &amp; Buster’s Entertainment reported fiscal first-quarter revenue of $588.1 million, down 1.5% from a year earlier and below Wall Street estimates of $615.9 million. Same-store sales fell a wider-than-expected 5.6%, marking the fifth-straight quarter of declining comparable-store sales. Shares tumbled 10.9%.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/CURV\">Torrid Holdings</a></strong> - Torrid Holdings, the clothing retailer, said improved traffic and “tightly controlling inventory levels” resulted in higher fiscal first-quarter profit. Shares closed up 0.8% after trading sharply lower in the session.</p><p><strong><a href=\"https://laohu8.com/S/OXM\">Oxford</a></strong> - Oxford Industries, the maker of the Tommy Bahama and Lilly Pulitzer fashion brands, cut its fiscal-year sales and profit outlook, saying consumers have “become more cautious than originally anticipated.” Shares rose 0.8%.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/GNRC\">Generac</a></strong> - Generac stock fell 4.6% to $136.16. Shares of the standby-generator maker were downgraded to Neutral from Buy at Janney Montgomery Scott and the stock’s fair value estimate was raised to $154 from $126.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/KMB\">Kimberly-Clark</a></strong> - Kimberly-Clark stock rose 3.1% to $139.43 after receiving a double upgrade to Buy from Underperform at BofA Securities. Analysts also raised their price target on the maker of Huggies diapers and Kleenex tissue to $160 from $115.</p><h2 id=\"id_3378142872\">Market News</h2><h3 id=\"id_3383660211\">Tesla Shareholders Approve CEO Musk&#39;s $56 Billion Pay, Company&#39;s Move to Texas</h3><p>Tesla shareholders approved CEO Elon Musk&#39;s $56 billion pay package, the electric vehicle-maker said on Thursday, a big thumbs-up to his leadership and an enticement for keeping his focus on his biggest source of wealth.</p><p>Shareholders also approved a proposal to move the company&#39;s legal home to Texas from Delaware, Tesla said at its annual shareholder meeting in Austin, Texas. They also approved other proposals including the re-election of two board members: Musk&#39;s brother Kimbal Musk and James Murdoch, son of media mogul Rupert Murdoch.</p><p>Shareholders did increase the level of investor control by passing proposals in favor of shortening board terms to one year and lowering voting requirements for proposals to a simple majority, despite board opposition to both.</p><p>Onstage at the meeting, Musk described himself as pathologically optimistic. &#34;If I wasn&#39;t optimistic this wouldn&#39;t exist, this factory wouldn&#39;t exist,&#34; Musk said to applause. &#34;But I do deliver in the end. That&#39;s the important thing.&#34;</p><h3 id=\"id_1724046333\">Roaring Kitty Nearly Doubles GameStop Holdings to 9 Million Shares, Reddit Post Shows</h3><p>Keith Gill, the stock influencer known as Roaring Kitty, updated his holding of GameStop on Thursday to show he now owns 9 million shares of the company, up from 5 million at the start of the week.</p><p>Gill&#39;s update, posted on Reddit after the close of trading, showed the value of his position at $262.1 million. That is 2.1% of GameStop&#39;s 426 million outstanding shares, according to a recent regulatory filing.</p><p>The update also showed he no longer holds the 120,000 June 21, $20 strike call options he had disclosed in his last update.</p><p><strong>Trade US Stocks 24/5 with Tiger Trade!</strong></p><p><img src=\"https://community-static.tradeup.com/news/cb2a68ea7a1c0e44eb3c83005b3fcbbc\" alt=\"\"/></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>Post-Bell | Nasdaq, S&P 500 Post All-Time Closing Highs; Tesla Gains About 3%; GameStop Surges 14%</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\">\nPost-Bell | Nasdaq, S&P 500 Post All-Time Closing Highs; Tesla Gains About 3%; GameStop Surges 14%\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\">2024-06-14 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The S&amp;P 500 and Nasdaq registered record closing highs for a fourth session in a row on Thursday as technology shares extended their recent rally.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The Dow Jones Industrial Average fell 65.11 points, or 0.17%, to 38,647.1, the S&amp;P 500 gained 12.71 points, or 0.23%, at 5,433.74 and the Nasdaq Composite rose 59.12 points, or 0.34%, to 17,667.56.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/94fb12324ae98dbb2cdcad2cbfb7fc2e\" tg-width=\"375\" tg-height=\"203\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><strong><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></strong> - Tesla stock rose 2.9%. Shareholders of the electric-vehicle company will finish voting Thursday on CEO Elon Musk’s $56 billion compensation package. In a tweet late Wednesday, Musk said shareholders so far were voting to pass his pay package—which awards him about 300 million incentive-laden stock options—and another resolution to move Tesla’s legal home to Texas, by “wide margins.”</p><p style=\"text-align: start;\">Separately, Tesla said it likely will raise the price of its Model 3 in Europe following new tariffs on electric vehicles made in China planned by the EU.</p><p><strong><a href=\"https://laohu8.com/S/AAPL\">Apple</a></strong> - Apple stock was up 0.6%. Shares in the iPhone maker closed for a third day at a record high. It passed Microsoft as the most valuable company based on market capitalization, according to Dow Jones Market Data.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a></strong> - Broadcom stock surged 12.3% after the semiconductor and software company’s fiscal second-quarter earnings topped analysts’ expectations and it announced a 10-for-1 stock split.  Broadcom said the results were driven by strong demand for chips related to artificial intelligence and by VMware, which it acquired in late 2023. The company also boosted its fiscal-year revenue guidance.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/GME\">GameStop</a></strong> - GameStop stock rose 14.4%, extending a wild ride for the videogame retailer after shares fell 17% on Wednesday. The company planned to hold its annual shareholders meeting Thursday, but servers crashed because of overwhelming interest in the livestream.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/SIG\">Signet Jewelers</a></strong> - Signet Jewelers stock was down 14.9% after the jewelry company’s earnings topped estimates but revenue fell in its fiscal first quarter and second-quarter guidance was short of expectations.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/PLAY\">Dave &amp; Buster&#39;s Entertainment</a></strong> - Dave &amp; Buster’s Entertainment reported fiscal first-quarter revenue of $588.1 million, down 1.5% from a year earlier and below Wall Street estimates of $615.9 million. Same-store sales fell a wider-than-expected 5.6%, marking the fifth-straight quarter of declining comparable-store sales. Shares tumbled 10.9%.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/CURV\">Torrid Holdings</a></strong> - Torrid Holdings, the clothing retailer, said improved traffic and “tightly controlling inventory levels” resulted in higher fiscal first-quarter profit. Shares closed up 0.8% after trading sharply lower in the session.</p><p><strong><a href=\"https://laohu8.com/S/OXM\">Oxford</a></strong> - Oxford Industries, the maker of the Tommy Bahama and Lilly Pulitzer fashion brands, cut its fiscal-year sales and profit outlook, saying consumers have “become more cautious than originally anticipated.” Shares rose 0.8%.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/GNRC\">Generac</a></strong> - Generac stock fell 4.6% to $136.16. Shares of the standby-generator maker were downgraded to Neutral from Buy at Janney Montgomery Scott and the stock’s fair value estimate was raised to $154 from $126.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/KMB\">Kimberly-Clark</a></strong> - Kimberly-Clark stock rose 3.1% to $139.43 after receiving a double upgrade to Buy from Underperform at BofA Securities. Analysts also raised their price target on the maker of Huggies diapers and Kleenex tissue to $160 from $115.</p><h2 id=\"id_3378142872\">Market News</h2><h3 id=\"id_3383660211\">Tesla Shareholders Approve CEO Musk&#39;s $56 Billion Pay, Company&#39;s Move to Texas</h3><p>Tesla shareholders approved CEO Elon Musk&#39;s $56 billion pay package, the electric vehicle-maker said on Thursday, a big thumbs-up to his leadership and an enticement for keeping his focus on his biggest source of wealth.</p><p>Shareholders also approved a proposal to move the company&#39;s legal home to Texas from Delaware, Tesla said at its annual shareholder meeting in Austin, Texas. They also approved other proposals including the re-election of two board members: Musk&#39;s brother Kimbal Musk and James Murdoch, son of media mogul Rupert Murdoch.</p><p>Shareholders did increase the level of investor control by passing proposals in favor of shortening board terms to one year and lowering voting requirements for proposals to a simple majority, despite board opposition to both.</p><p>Onstage at the meeting, Musk described himself as pathologically optimistic. &#34;If I wasn&#39;t optimistic this wouldn&#39;t exist, this factory wouldn&#39;t exist,&#34; Musk said to applause. &#34;But I do deliver in the end. That&#39;s the important thing.&#34;</p><h3 id=\"id_1724046333\">Roaring Kitty Nearly Doubles GameStop Holdings to 9 Million Shares, Reddit Post Shows</h3><p>Keith Gill, the stock influencer known as Roaring Kitty, updated his holding of GameStop on Thursday to show he now owns 9 million shares of the company, up from 5 million at the start of the week.</p><p>Gill&#39;s update, posted on Reddit after the close of trading, showed the value of his position at $262.1 million. That is 2.1% of GameStop&#39;s 426 million outstanding shares, according to a recent regulatory filing.</p><p>The update also showed he no longer holds the 120,000 June 21, $20 strike call options he had disclosed in his last update.</p><p><strong>Trade US Stocks 24/5 with Tiger Trade!</strong></p><p><img src=\"https://community-static.tradeup.com/news/cb2a68ea7a1c0e44eb3c83005b3fcbbc\" alt=\"\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GNRC":"Generac控股","OXM":"牛津工业","AVGO":"博通",".DJI":"道琼斯","TSLA":"特斯拉",".IXIC":"NASDAQ Composite","KMB":"金佰利","GME":"游戏驿站","SIG":"西格内特珠宝",".SPX":"S&P 500 Index","PLAY":"Dave & Buster","CURV":"Torrid Holdings","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114741583","content_text":"The S&P 500 and Nasdaq registered record closing highs for a fourth session in a row on Thursday as technology shares extended their recent rally.Market SnapshotThe Dow Jones Industrial Average fell 65.11 points, or 0.17%, to 38,647.1, the S&P 500 gained 12.71 points, or 0.23%, at 5,433.74 and the Nasdaq Composite rose 59.12 points, or 0.34%, to 17,667.56.Market MoversTesla - Tesla stock rose 2.9%. Shareholders of the electric-vehicle company will finish voting Thursday on CEO Elon Musk’s $56 billion compensation package. In a tweet late Wednesday, Musk said shareholders so far were voting to pass his pay package—which awards him about 300 million incentive-laden stock options—and another resolution to move Tesla’s legal home to Texas, by “wide margins.”Separately, Tesla said it likely will raise the price of its Model 3 in Europe following new tariffs on electric vehicles made in China planned by the EU.Apple - Apple stock was up 0.6%. Shares in the iPhone maker closed for a third day at a record high. It passed Microsoft as the most valuable company based on market capitalization, according to Dow Jones Market Data.Broadcom - Broadcom stock surged 12.3% after the semiconductor and software company’s fiscal second-quarter earnings topped analysts’ expectations and it announced a 10-for-1 stock split.  Broadcom said the results were driven by strong demand for chips related to artificial intelligence and by VMware, which it acquired in late 2023. The company also boosted its fiscal-year revenue guidance.GameStop - GameStop stock rose 14.4%, extending a wild ride for the videogame retailer after shares fell 17% on Wednesday. The company planned to hold its annual shareholders meeting Thursday, but servers crashed because of overwhelming interest in the livestream.Signet Jewelers - Signet Jewelers stock was down 14.9% after the jewelry company’s earnings topped estimates but revenue fell in its fiscal first quarter and second-quarter guidance was short of expectations.Dave & Buster's Entertainment - Dave & Buster’s Entertainment reported fiscal first-quarter revenue of $588.1 million, down 1.5% from a year earlier and below Wall Street estimates of $615.9 million. Same-store sales fell a wider-than-expected 5.6%, marking the fifth-straight quarter of declining comparable-store sales. Shares tumbled 10.9%.Torrid Holdings - Torrid Holdings, the clothing retailer, said improved traffic and “tightly controlling inventory levels” resulted in higher fiscal first-quarter profit. Shares closed up 0.8% after trading sharply lower in the session.Oxford - Oxford Industries, the maker of the Tommy Bahama and Lilly Pulitzer fashion brands, cut its fiscal-year sales and profit outlook, saying consumers have “become more cautious than originally anticipated.” Shares rose 0.8%.Generac - Generac stock fell 4.6% to $136.16. Shares of the standby-generator maker were downgraded to Neutral from Buy at Janney Montgomery Scott and the stock’s fair value estimate was raised to $154 from $126.Kimberly-Clark - Kimberly-Clark stock rose 3.1% to $139.43 after receiving a double upgrade to Buy from Underperform at BofA Securities. Analysts also raised their price target on the maker of Huggies diapers and Kleenex tissue to $160 from $115.Market NewsTesla Shareholders Approve CEO Musk's $56 Billion Pay, Company's Move to TexasTesla shareholders approved CEO Elon Musk's $56 billion pay package, the electric vehicle-maker said on Thursday, a big thumbs-up to his leadership and an enticement for keeping his focus on his biggest source of wealth.Shareholders also approved a proposal to move the company's legal home to Texas from Delaware, Tesla said at its annual shareholder meeting in Austin, Texas. They also approved other proposals including the re-election of two board members: Musk's brother Kimbal Musk and James Murdoch, son of media mogul Rupert Murdoch.Shareholders did increase the level of investor control by passing proposals in favor of shortening board terms to one year and lowering voting requirements for proposals to a simple majority, despite board opposition to both.Onstage at the meeting, Musk described himself as pathologically optimistic. \"If I wasn't optimistic this wouldn't exist, this factory wouldn't exist,\" Musk said to applause. \"But I do deliver in the end. That's the important thing.\"Roaring Kitty Nearly Doubles GameStop Holdings to 9 Million Shares, Reddit Post ShowsKeith Gill, the stock influencer known as Roaring Kitty, updated his holding of GameStop on Thursday to show he now owns 9 million shares of the company, up from 5 million at the start of the week.Gill's update, posted on Reddit after the close of trading, showed the value of his position at $262.1 million. That is 2.1% of GameStop's 426 million outstanding shares, according to a recent regulatory filing.The update also showed he no longer holds the 120,000 June 21, $20 strike call options he had disclosed in his last update.Trade US Stocks 24/5 with Tiger Trade!","news_type":1},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316747113742600,"gmtCreate":1718349610171,"gmtModify":1718350572206,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"Slarq","listText":"Slarq","text":"Slarq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316747113742600","repostId":"1114741583","repostType":2,"repost":{"id":"1114741583","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":1718319600,"share":"https://ttm.financial/m/news/1114741583?lang=&edition=fundamental","pubTime":"2024-06-14 07:00","market":"us","language":"en","title":"Post-Bell | Nasdaq, S&P 500 Post All-Time Closing Highs; Tesla Gains About 3%; GameStop Surges 14%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114741583","media":"Tiger Newspress","summary":"The S&P 500 and Nasdaq registered record closing highs for a fourth session in a row on Thursday as technology shares extended their recent rally.Market SnapshotThe Dow Jones Industrial Average fell 6","content":"<html><head></head><body><p>The S&amp;P 500 and Nasdaq registered record closing highs for a fourth session in a row on Thursday as technology shares extended their recent rally.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The Dow Jones Industrial Average fell 65.11 points, or 0.17%, to 38,647.1, the S&amp;P 500 gained 12.71 points, or 0.23%, at 5,433.74 and the Nasdaq Composite rose 59.12 points, or 0.34%, to 17,667.56.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/94fb12324ae98dbb2cdcad2cbfb7fc2e\" tg-width=\"375\" tg-height=\"203\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><strong><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></strong> - Tesla stock rose 2.9%. Shareholders of the electric-vehicle company will finish voting Thursday on CEO Elon Musk’s $56 billion compensation package. In a tweet late Wednesday, Musk said shareholders so far were voting to pass his pay package—which awards him about 300 million incentive-laden stock options—and another resolution to move Tesla’s legal home to Texas, by “wide margins.”</p><p style=\"text-align: start;\">Separately, Tesla said it likely will raise the price of its Model 3 in Europe following new tariffs on electric vehicles made in China planned by the EU.</p><p><strong><a href=\"https://laohu8.com/S/AAPL\">Apple</a></strong> - Apple stock was up 0.6%. Shares in the iPhone maker closed for a third day at a record high. It passed Microsoft as the most valuable company based on market capitalization, according to Dow Jones Market Data.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a></strong> - Broadcom stock surged 12.3% after the semiconductor and software company’s fiscal second-quarter earnings topped analysts’ expectations and it announced a 10-for-1 stock split.  Broadcom said the results were driven by strong demand for chips related to artificial intelligence and by VMware, which it acquired in late 2023. The company also boosted its fiscal-year revenue guidance.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/GME\">GameStop</a></strong> - GameStop stock rose 14.4%, extending a wild ride for the videogame retailer after shares fell 17% on Wednesday. The company planned to hold its annual shareholders meeting Thursday, but servers crashed because of overwhelming interest in the livestream.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/SIG\">Signet Jewelers</a></strong> - Signet Jewelers stock was down 14.9% after the jewelry company’s earnings topped estimates but revenue fell in its fiscal first quarter and second-quarter guidance was short of expectations.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/PLAY\">Dave &amp; Buster&#39;s Entertainment</a></strong> - Dave &amp; Buster’s Entertainment reported fiscal first-quarter revenue of $588.1 million, down 1.5% from a year earlier and below Wall Street estimates of $615.9 million. Same-store sales fell a wider-than-expected 5.6%, marking the fifth-straight quarter of declining comparable-store sales. Shares tumbled 10.9%.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/CURV\">Torrid Holdings</a></strong> - Torrid Holdings, the clothing retailer, said improved traffic and “tightly controlling inventory levels” resulted in higher fiscal first-quarter profit. Shares closed up 0.8% after trading sharply lower in the session.</p><p><strong><a href=\"https://laohu8.com/S/OXM\">Oxford</a></strong> - Oxford Industries, the maker of the Tommy Bahama and Lilly Pulitzer fashion brands, cut its fiscal-year sales and profit outlook, saying consumers have “become more cautious than originally anticipated.” Shares rose 0.8%.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/GNRC\">Generac</a></strong> - Generac stock fell 4.6% to $136.16. Shares of the standby-generator maker were downgraded to Neutral from Buy at Janney Montgomery Scott and the stock’s fair value estimate was raised to $154 from $126.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/KMB\">Kimberly-Clark</a></strong> - Kimberly-Clark stock rose 3.1% to $139.43 after receiving a double upgrade to Buy from Underperform at BofA Securities. Analysts also raised their price target on the maker of Huggies diapers and Kleenex tissue to $160 from $115.</p><h2 id=\"id_3378142872\">Market News</h2><h3 id=\"id_3383660211\">Tesla Shareholders Approve CEO Musk&#39;s $56 Billion Pay, Company&#39;s Move to Texas</h3><p>Tesla shareholders approved CEO Elon Musk&#39;s $56 billion pay package, the electric vehicle-maker said on Thursday, a big thumbs-up to his leadership and an enticement for keeping his focus on his biggest source of wealth.</p><p>Shareholders also approved a proposal to move the company&#39;s legal home to Texas from Delaware, Tesla said at its annual shareholder meeting in Austin, Texas. They also approved other proposals including the re-election of two board members: Musk&#39;s brother Kimbal Musk and James Murdoch, son of media mogul Rupert Murdoch.</p><p>Shareholders did increase the level of investor control by passing proposals in favor of shortening board terms to one year and lowering voting requirements for proposals to a simple majority, despite board opposition to both.</p><p>Onstage at the meeting, Musk described himself as pathologically optimistic. &#34;If I wasn&#39;t optimistic this wouldn&#39;t exist, this factory wouldn&#39;t exist,&#34; Musk said to applause. &#34;But I do deliver in the end. That&#39;s the important thing.&#34;</p><h3 id=\"id_1724046333\">Roaring Kitty Nearly Doubles GameStop Holdings to 9 Million Shares, Reddit Post Shows</h3><p>Keith Gill, the stock influencer known as Roaring Kitty, updated his holding of GameStop on Thursday to show he now owns 9 million shares of the company, up from 5 million at the start of the week.</p><p>Gill&#39;s update, posted on Reddit after the close of trading, showed the value of his position at $262.1 million. That is 2.1% of GameStop&#39;s 426 million outstanding shares, according to a recent regulatory filing.</p><p>The update also showed he no longer holds the 120,000 June 21, $20 strike call options he had disclosed in his last update.</p><p><strong>Trade US Stocks 24/5 with Tiger Trade!</strong></p><p><img src=\"https://community-static.tradeup.com/news/cb2a68ea7a1c0e44eb3c83005b3fcbbc\" alt=\"\"/></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>Post-Bell | Nasdaq, S&P 500 Post All-Time Closing Highs; Tesla Gains About 3%; GameStop Surges 14%</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\">\nPost-Bell | Nasdaq, S&P 500 Post All-Time Closing Highs; Tesla Gains About 3%; GameStop Surges 14%\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\">2024-06-14 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The S&amp;P 500 and Nasdaq registered record closing highs for a fourth session in a row on Thursday as technology shares extended their recent rally.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The Dow Jones Industrial Average fell 65.11 points, or 0.17%, to 38,647.1, the S&amp;P 500 gained 12.71 points, or 0.23%, at 5,433.74 and the Nasdaq Composite rose 59.12 points, or 0.34%, to 17,667.56.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/94fb12324ae98dbb2cdcad2cbfb7fc2e\" tg-width=\"375\" tg-height=\"203\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><strong><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></strong> - Tesla stock rose 2.9%. Shareholders of the electric-vehicle company will finish voting Thursday on CEO Elon Musk’s $56 billion compensation package. In a tweet late Wednesday, Musk said shareholders so far were voting to pass his pay package—which awards him about 300 million incentive-laden stock options—and another resolution to move Tesla’s legal home to Texas, by “wide margins.”</p><p style=\"text-align: start;\">Separately, Tesla said it likely will raise the price of its Model 3 in Europe following new tariffs on electric vehicles made in China planned by the EU.</p><p><strong><a href=\"https://laohu8.com/S/AAPL\">Apple</a></strong> - Apple stock was up 0.6%. Shares in the iPhone maker closed for a third day at a record high. It passed Microsoft as the most valuable company based on market capitalization, according to Dow Jones Market Data.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a></strong> - Broadcom stock surged 12.3% after the semiconductor and software company’s fiscal second-quarter earnings topped analysts’ expectations and it announced a 10-for-1 stock split.  Broadcom said the results were driven by strong demand for chips related to artificial intelligence and by VMware, which it acquired in late 2023. The company also boosted its fiscal-year revenue guidance.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/GME\">GameStop</a></strong> - GameStop stock rose 14.4%, extending a wild ride for the videogame retailer after shares fell 17% on Wednesday. The company planned to hold its annual shareholders meeting Thursday, but servers crashed because of overwhelming interest in the livestream.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/SIG\">Signet Jewelers</a></strong> - Signet Jewelers stock was down 14.9% after the jewelry company’s earnings topped estimates but revenue fell in its fiscal first quarter and second-quarter guidance was short of expectations.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/PLAY\">Dave &amp; Buster&#39;s Entertainment</a></strong> - Dave &amp; Buster’s Entertainment reported fiscal first-quarter revenue of $588.1 million, down 1.5% from a year earlier and below Wall Street estimates of $615.9 million. Same-store sales fell a wider-than-expected 5.6%, marking the fifth-straight quarter of declining comparable-store sales. Shares tumbled 10.9%.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/CURV\">Torrid Holdings</a></strong> - Torrid Holdings, the clothing retailer, said improved traffic and “tightly controlling inventory levels” resulted in higher fiscal first-quarter profit. Shares closed up 0.8% after trading sharply lower in the session.</p><p><strong><a href=\"https://laohu8.com/S/OXM\">Oxford</a></strong> - Oxford Industries, the maker of the Tommy Bahama and Lilly Pulitzer fashion brands, cut its fiscal-year sales and profit outlook, saying consumers have “become more cautious than originally anticipated.” Shares rose 0.8%.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/GNRC\">Generac</a></strong> - Generac stock fell 4.6% to $136.16. Shares of the standby-generator maker were downgraded to Neutral from Buy at Janney Montgomery Scott and the stock’s fair value estimate was raised to $154 from $126.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/KMB\">Kimberly-Clark</a></strong> - Kimberly-Clark stock rose 3.1% to $139.43 after receiving a double upgrade to Buy from Underperform at BofA Securities. Analysts also raised their price target on the maker of Huggies diapers and Kleenex tissue to $160 from $115.</p><h2 id=\"id_3378142872\">Market News</h2><h3 id=\"id_3383660211\">Tesla Shareholders Approve CEO Musk&#39;s $56 Billion Pay, Company&#39;s Move to Texas</h3><p>Tesla shareholders approved CEO Elon Musk&#39;s $56 billion pay package, the electric vehicle-maker said on Thursday, a big thumbs-up to his leadership and an enticement for keeping his focus on his biggest source of wealth.</p><p>Shareholders also approved a proposal to move the company&#39;s legal home to Texas from Delaware, Tesla said at its annual shareholder meeting in Austin, Texas. They also approved other proposals including the re-election of two board members: Musk&#39;s brother Kimbal Musk and James Murdoch, son of media mogul Rupert Murdoch.</p><p>Shareholders did increase the level of investor control by passing proposals in favor of shortening board terms to one year and lowering voting requirements for proposals to a simple majority, despite board opposition to both.</p><p>Onstage at the meeting, Musk described himself as pathologically optimistic. &#34;If I wasn&#39;t optimistic this wouldn&#39;t exist, this factory wouldn&#39;t exist,&#34; Musk said to applause. &#34;But I do deliver in the end. That&#39;s the important thing.&#34;</p><h3 id=\"id_1724046333\">Roaring Kitty Nearly Doubles GameStop Holdings to 9 Million Shares, Reddit Post Shows</h3><p>Keith Gill, the stock influencer known as Roaring Kitty, updated his holding of GameStop on Thursday to show he now owns 9 million shares of the company, up from 5 million at the start of the week.</p><p>Gill&#39;s update, posted on Reddit after the close of trading, showed the value of his position at $262.1 million. That is 2.1% of GameStop&#39;s 426 million outstanding shares, according to a recent regulatory filing.</p><p>The update also showed he no longer holds the 120,000 June 21, $20 strike call options he had disclosed in his last update.</p><p><strong>Trade US Stocks 24/5 with Tiger Trade!</strong></p><p><img src=\"https://community-static.tradeup.com/news/cb2a68ea7a1c0e44eb3c83005b3fcbbc\" alt=\"\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GNRC":"Generac控股","OXM":"牛津工业","AVGO":"博通",".DJI":"道琼斯","TSLA":"特斯拉",".IXIC":"NASDAQ Composite","KMB":"金佰利","GME":"游戏驿站","SIG":"西格内特珠宝",".SPX":"S&P 500 Index","PLAY":"Dave & Buster","CURV":"Torrid Holdings","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114741583","content_text":"The S&P 500 and Nasdaq registered record closing highs for a fourth session in a row on Thursday as technology shares extended their recent rally.Market SnapshotThe Dow Jones Industrial Average fell 65.11 points, or 0.17%, to 38,647.1, the S&P 500 gained 12.71 points, or 0.23%, at 5,433.74 and the Nasdaq Composite rose 59.12 points, or 0.34%, to 17,667.56.Market MoversTesla - Tesla stock rose 2.9%. Shareholders of the electric-vehicle company will finish voting Thursday on CEO Elon Musk’s $56 billion compensation package. In a tweet late Wednesday, Musk said shareholders so far were voting to pass his pay package—which awards him about 300 million incentive-laden stock options—and another resolution to move Tesla’s legal home to Texas, by “wide margins.”Separately, Tesla said it likely will raise the price of its Model 3 in Europe following new tariffs on electric vehicles made in China planned by the EU.Apple - Apple stock was up 0.6%. Shares in the iPhone maker closed for a third day at a record high. It passed Microsoft as the most valuable company based on market capitalization, according to Dow Jones Market Data.Broadcom - Broadcom stock surged 12.3% after the semiconductor and software company’s fiscal second-quarter earnings topped analysts’ expectations and it announced a 10-for-1 stock split.  Broadcom said the results were driven by strong demand for chips related to artificial intelligence and by VMware, which it acquired in late 2023. The company also boosted its fiscal-year revenue guidance.GameStop - GameStop stock rose 14.4%, extending a wild ride for the videogame retailer after shares fell 17% on Wednesday. The company planned to hold its annual shareholders meeting Thursday, but servers crashed because of overwhelming interest in the livestream.Signet Jewelers - Signet Jewelers stock was down 14.9% after the jewelry company’s earnings topped estimates but revenue fell in its fiscal first quarter and second-quarter guidance was short of expectations.Dave & Buster's Entertainment - Dave & Buster’s Entertainment reported fiscal first-quarter revenue of $588.1 million, down 1.5% from a year earlier and below Wall Street estimates of $615.9 million. Same-store sales fell a wider-than-expected 5.6%, marking the fifth-straight quarter of declining comparable-store sales. Shares tumbled 10.9%.Torrid Holdings - Torrid Holdings, the clothing retailer, said improved traffic and “tightly controlling inventory levels” resulted in higher fiscal first-quarter profit. Shares closed up 0.8% after trading sharply lower in the session.Oxford - Oxford Industries, the maker of the Tommy Bahama and Lilly Pulitzer fashion brands, cut its fiscal-year sales and profit outlook, saying consumers have “become more cautious than originally anticipated.” Shares rose 0.8%.Generac - Generac stock fell 4.6% to $136.16. Shares of the standby-generator maker were downgraded to Neutral from Buy at Janney Montgomery Scott and the stock’s fair value estimate was raised to $154 from $126.Kimberly-Clark - Kimberly-Clark stock rose 3.1% to $139.43 after receiving a double upgrade to Buy from Underperform at BofA Securities. Analysts also raised their price target on the maker of Huggies diapers and Kleenex tissue to $160 from $115.Market NewsTesla Shareholders Approve CEO Musk's $56 Billion Pay, Company's Move to TexasTesla shareholders approved CEO Elon Musk's $56 billion pay package, the electric vehicle-maker said on Thursday, a big thumbs-up to his leadership and an enticement for keeping his focus on his biggest source of wealth.Shareholders also approved a proposal to move the company's legal home to Texas from Delaware, Tesla said at its annual shareholder meeting in Austin, Texas. They also approved other proposals including the re-election of two board members: Musk's brother Kimbal Musk and James Murdoch, son of media mogul Rupert Murdoch.Shareholders did increase the level of investor control by passing proposals in favor of shortening board terms to one year and lowering voting requirements for proposals to a simple majority, despite board opposition to both.Onstage at the meeting, Musk described himself as pathologically optimistic. \"If I wasn't optimistic this wouldn't exist, this factory wouldn't exist,\" Musk said to applause. \"But I do deliver in the end. That's the important thing.\"Roaring Kitty Nearly Doubles GameStop Holdings to 9 Million Shares, Reddit Post ShowsKeith Gill, the stock influencer known as Roaring Kitty, updated his holding of GameStop on Thursday to show he now owns 9 million shares of the company, up from 5 million at the start of the week.Gill's update, posted on Reddit after the close of trading, showed the value of his position at $262.1 million. That is 2.1% of GameStop's 426 million outstanding shares, according to a recent regulatory filing.The update also showed he no longer holds the 120,000 June 21, $20 strike call options he had disclosed in his last update.Trade US Stocks 24/5 with Tiger Trade!","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":325866740846912,"gmtCreate":1720581395662,"gmtModify":1720581398648,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"YwieKJLQow&nbsp;","listText":"YwieKJLQow&nbsp;","text":"YwieKJLQow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/325866740846912","repostId":"2450097482","repostType":2,"repost":{"id":"2450097482","pubTimestamp":1720594800,"share":"https://ttm.financial/m/news/2450097482?lang=&edition=fundamental","pubTime":"2024-07-10 15:00","market":"us","language":"en","title":"Apple: Upcoming Earnings Report May Be Irrelevant","url":"https://stock-news.laohu8.com/highlight/detail?id=2450097482","media":"Seeking Alpha","summary":"Apple's fiscal Q3 earnings report may be overshadowed by anticipation for the upcoming iPhone launch and AI push.The recent surge in Apple shares has raised valuation concerns, with the calendar 2026 ","content":"<html><head></head><body><ul style=\"\"><li><p>Apple&#39;s fiscal Q3 earnings report may be overshadowed by anticipation for the upcoming iPhone launch and AI push.</p></li><li><p>The recent surge in Apple shares has raised valuation concerns, with the calendar 2026 P/E ratio significantly higher than peers.</p></li><li><p>Analysts expect a major upgrade supercycle with the iPhone 16, hoping it will fuel the next leg of the company&#39;s growth.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c15fc96ac6f52778f828fab6a0cb2dee\" alt=\"Keith_Rose\" title=\"Keith_Rose\" tg-width=\"750\" tg-height=\"536\"/><span>Keith_Rose</span></p><p>After the bell on Thursday, August 1st, we&#39;ll get fiscal third quarter results for the June ending period for Apple (NASDAQ:AAPL). The technology giant is one of the companies I have covered the most on this site over the last decade, but I&#39;m heavily leaning towards not covering this quarterly report. The main reason is that the recent surge in Apple shares has essentially made these to be reported numbers irrelevant in my opinion. The more important parts of the story will play out later this year, as Apple looks to make a major push into artificial intelligence (&#34;AI&#34;) with its next line of iPhones.</p><p><strong>A quick look back:</strong></p><p>When I last covered the name, the stock had seen a relief rally after fiscal Q2 results were not as bad as some were expecting. While the company did report top and bottom line beats, expectations had come down quite significantly. In the end, a 4.3% revenue drop and penny per share earnings increase were detailed, along with another dividend and buyback hike.</p><p>Apple shares had not taken part in a lot of the AI rally earlier this year, as concerns over slowing iPhone growth limited share upside. I have kept a hold rating on the stock over time, as my long term bullishness for the company has been offset by some valuation concerns. Since my last article, Apple shares have rallied more than 24% to new highs, playing a little catch up to some of its peers, while the S&amp;P 500 has managed a gain of more than 7%.</p><p><strong>This year&#39;s iPhone launch:</strong></p><p>I&#39;m sure street analysts will have lots to say as usual about the June quarter report, but I&#39;m not exactly waiting for the numbers. To me, it doesn&#39;t really matter if iPhone revenues are a billion better or worse than expectations, for example, as almost everyone is more interested in this year&#39;s smartphone launch. In fact, expectations seem rather low given Huawei&#39;s rebound and some other factors, which could be hurting iPhone sales in both China and the US. In fact, one might actually make the argument that weaker iPhone sales now are better, as it could suggest consumers are waiting for the next phone to come.</p><p>Apple previewed some of its newest software at June&#39;s developer&#39;s conference. iOS 18 is built around the company&#39;s new AI feature set, with a complete overhaul of Siri. A number of analysts believe that Apple&#39;s major push into AI this year will spark a massive upgrade cycle for the iPhone, leading to the next significant leg higher in the company&#39;s revenue growth story.</p><p>Like previous launches, Apple will unveil its latest iPhone chipset and upgrade its camera setup with this year&#39;s four smartphones. It&#39;s not certain yet if the company will provide a better chip with the Pro versions to separate them, but that&#39;s again a possibility. One of the biggest changes expected is that the Pro models will get bigger, meaning the rumored 6.9 inch display on the Pro Max will be even closer to tablet size.</p><p>Perhaps the biggest non-AI headline surrounding launch day could be around pricing. Between the increase in size of the Pro models, as well as all of the AI stuff, it would not surprise me if we see some price hikes. With Apple and other phone makers trying to make these devices a bigger part of our lives, asking for a little more for them isn&#39;t necessarily crazy. An extra $100 here may seem extreme, but over a two year plan you&#39;re only talking about $4 or so a month. If these phones are as great as some expect them to be, you can also expect the carrier wars to be quite fierce. The graphic below shows the iPhone lineup the last three years, with the year&#39;s main line launch being those highlighted in yellow.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/222712bc40139611201a9c0292600e73\" alt=\"Yearly iPhone Lineup (Apple Website)\" title=\"Yearly iPhone Lineup (Apple Website)\" tg-width=\"640\" tg-height=\"337\"/><span>Yearly iPhone Lineup (Apple Website)</span></p><p>The switch from the Mini to Plus helped pricing a little, as did increasing the storage tiers of some models. Going to 1 TB versions on the non-Pro models could certainly help average selling prices as well. It&#39;s even possible that this year&#39;s phones all start with 256 GB of storage as part of a potential price hike. Apple doesn&#39;t report unit sales for its products anymore, but even holding them flat could still mean an increase in total iPhone revenue if we do get higher overall pricing this year.</p><p><strong>Is valuation now a problem?</strong></p><p>While Apple shares are up more than 16.5% in the past month, future earnings per share estimates aren&#39;t moving that much at all yet. As a result, Apple&#39;s valuation has been pushed up quite a bit when looking forward to calendar 2026. The chart below shows Apple against its large cap tech peers - Microsoft Corporation (MSFT), Alphabet Inc. (GOOG) (GOOGL), Amazon (AMZN), and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc. (META). These price to earnings numbers are based on current analyst expectations for each in the twelve months of calendar 2026, regardless of what fiscal period that is for each.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f7632418285cd6dad07e62e3747913f4\" alt=\"Calendar 2026 P/E (Seeking Alpha)\" title=\"Calendar 2026 P/E (Seeking Alpha)\" tg-width=\"640\" tg-height=\"429\"/><span>Calendar 2026 P/E (Seeking Alpha)</span></p><p>At almost 32 times, Apple is almost four points higher than the next closest name on the list, Microsoft. In fact, Apple&#39;s P/E here is about 35% higher than the average of the other four, and it doesn&#39;t exactly have the best growth profile of the bunch. I&#39;ve talked in the past about buying Apple in the low to mid 20s when looking at the following year&#39;s earnings per share, but Apple is in the low 30s right now and that&#39;s an extra year out plus some.</p><p>The recent rally in Apple shares has been so sharp that the stock is now nearly $15 above the average price target on the street. Despite numerous target hikes over the past month, the analyst average currently implies about 7% downside from here. While past performance isn&#39;t always an indication of future results, the chart below shows that the time when shares are above the street average is not a good one to buy if you&#39;re looking at performance over the next couple of quarters.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f03c017478fa318de5ed16d1375fc10b\" alt=\"Apple Shares vs. Average Price Target (Seeking Alpha)\" title=\"Apple Shares vs. Average Price Target (Seeking Alpha)\" tg-width=\"640\" tg-height=\"280\"/><span>Apple Shares vs. Average Price Target (Seeking Alpha)</span></p><p><strong>Final thoughts and recommendation:</strong></p><p>With Apple shares taking off on artificial intelligence hopes surrounding this year&#39;s iPhone launch, the fiscal Q3 earnings report may be the least important one we&#39;ve seen from the company in some time. With analysts expecting a major upgrade supercycle to start with the iPhone 16 line, I don&#39;t see how it matters how smartphone sales fared in the last couple of months. The iPhone is still the overall revenue leader for Apple, so how it fares generally will impact whether the headline numbers beat or miss expectations.</p><p>With the hopes that Apple&#39;s next leg of growth are ahead of it, I&#39;m going to maintain my hold rating on the stock today. While I&#39;m not a big fan of the valuation here, I don&#39;t want to bet against this name in the long run. While a pullback would certainly be nice for those looking to enter, sentiment looks to be improving as the next line of products gets closer to launch. Of course, with shares surging recently, sales expectations will certainly be high later this year. Apple will have to deliver or we&#39;ll likely see a &#34;buy the rumor, sell the news&#34; kind of story here.</p></body></html>","source":"seekingalpha","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>Apple: Upcoming Earnings Report May Be Irrelevant</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\">\nApple: Upcoming Earnings Report May Be Irrelevant\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-10 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4703077-apple-stock-upcoming-q3-earnings-report-may-be-irrelevant-reiterate-hold><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple's fiscal Q3 earnings report may be overshadowed by anticipation for the upcoming iPhone launch and AI push.The recent surge in Apple shares has raised valuation concerns, with the calendar 2026 ...</p>\n\n<a href=\"https://seekingalpha.com/article/4703077-apple-stock-upcoming-q3-earnings-report-may-be-irrelevant-reiterate-hold\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4703077-apple-stock-upcoming-q3-earnings-report-may-be-irrelevant-reiterate-hold","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2450097482","content_text":"Apple's fiscal Q3 earnings report may be overshadowed by anticipation for the upcoming iPhone launch and AI push.The recent surge in Apple shares has raised valuation concerns, with the calendar 2026 P/E ratio significantly higher than peers.Analysts expect a major upgrade supercycle with the iPhone 16, hoping it will fuel the next leg of the company's growth.Keith_RoseAfter the bell on Thursday, August 1st, we'll get fiscal third quarter results for the June ending period for Apple (NASDAQ:AAPL). The technology giant is one of the companies I have covered the most on this site over the last decade, but I'm heavily leaning towards not covering this quarterly report. The main reason is that the recent surge in Apple shares has essentially made these to be reported numbers irrelevant in my opinion. The more important parts of the story will play out later this year, as Apple looks to make a major push into artificial intelligence (\"AI\") with its next line of iPhones.A quick look back:When I last covered the name, the stock had seen a relief rally after fiscal Q2 results were not as bad as some were expecting. While the company did report top and bottom line beats, expectations had come down quite significantly. In the end, a 4.3% revenue drop and penny per share earnings increase were detailed, along with another dividend and buyback hike.Apple shares had not taken part in a lot of the AI rally earlier this year, as concerns over slowing iPhone growth limited share upside. I have kept a hold rating on the stock over time, as my long term bullishness for the company has been offset by some valuation concerns. Since my last article, Apple shares have rallied more than 24% to new highs, playing a little catch up to some of its peers, while the S&P 500 has managed a gain of more than 7%.This year's iPhone launch:I'm sure street analysts will have lots to say as usual about the June quarter report, but I'm not exactly waiting for the numbers. To me, it doesn't really matter if iPhone revenues are a billion better or worse than expectations, for example, as almost everyone is more interested in this year's smartphone launch. In fact, expectations seem rather low given Huawei's rebound and some other factors, which could be hurting iPhone sales in both China and the US. In fact, one might actually make the argument that weaker iPhone sales now are better, as it could suggest consumers are waiting for the next phone to come.Apple previewed some of its newest software at June's developer's conference. iOS 18 is built around the company's new AI feature set, with a complete overhaul of Siri. A number of analysts believe that Apple's major push into AI this year will spark a massive upgrade cycle for the iPhone, leading to the next significant leg higher in the company's revenue growth story.Like previous launches, Apple will unveil its latest iPhone chipset and upgrade its camera setup with this year's four smartphones. It's not certain yet if the company will provide a better chip with the Pro versions to separate them, but that's again a possibility. One of the biggest changes expected is that the Pro models will get bigger, meaning the rumored 6.9 inch display on the Pro Max will be even closer to tablet size.Perhaps the biggest non-AI headline surrounding launch day could be around pricing. Between the increase in size of the Pro models, as well as all of the AI stuff, it would not surprise me if we see some price hikes. With Apple and other phone makers trying to make these devices a bigger part of our lives, asking for a little more for them isn't necessarily crazy. An extra $100 here may seem extreme, but over a two year plan you're only talking about $4 or so a month. If these phones are as great as some expect them to be, you can also expect the carrier wars to be quite fierce. The graphic below shows the iPhone lineup the last three years, with the year's main line launch being those highlighted in yellow.Yearly iPhone Lineup (Apple Website)The switch from the Mini to Plus helped pricing a little, as did increasing the storage tiers of some models. Going to 1 TB versions on the non-Pro models could certainly help average selling prices as well. It's even possible that this year's phones all start with 256 GB of storage as part of a potential price hike. Apple doesn't report unit sales for its products anymore, but even holding them flat could still mean an increase in total iPhone revenue if we do get higher overall pricing this year.Is valuation now a problem?While Apple shares are up more than 16.5% in the past month, future earnings per share estimates aren't moving that much at all yet. As a result, Apple's valuation has been pushed up quite a bit when looking forward to calendar 2026. The chart below shows Apple against its large cap tech peers - Microsoft Corporation (MSFT), Alphabet Inc. (GOOG) (GOOGL), Amazon (AMZN), and Meta Platforms, Inc. (META). These price to earnings numbers are based on current analyst expectations for each in the twelve months of calendar 2026, regardless of what fiscal period that is for each.Calendar 2026 P/E (Seeking Alpha)At almost 32 times, Apple is almost four points higher than the next closest name on the list, Microsoft. In fact, Apple's P/E here is about 35% higher than the average of the other four, and it doesn't exactly have the best growth profile of the bunch. I've talked in the past about buying Apple in the low to mid 20s when looking at the following year's earnings per share, but Apple is in the low 30s right now and that's an extra year out plus some.The recent rally in Apple shares has been so sharp that the stock is now nearly $15 above the average price target on the street. Despite numerous target hikes over the past month, the analyst average currently implies about 7% downside from here. While past performance isn't always an indication of future results, the chart below shows that the time when shares are above the street average is not a good one to buy if you're looking at performance over the next couple of quarters.Apple Shares vs. Average Price Target (Seeking Alpha)Final thoughts and recommendation:With Apple shares taking off on artificial intelligence hopes surrounding this year's iPhone launch, the fiscal Q3 earnings report may be the least important one we've seen from the company in some time. With analysts expecting a major upgrade supercycle to start with the iPhone 16 line, I don't see how it matters how smartphone sales fared in the last couple of months. The iPhone is still the overall revenue leader for Apple, so how it fares generally will impact whether the headline numbers beat or miss expectations.With the hopes that Apple's next leg of growth are ahead of it, I'm going to maintain my hold rating on the stock today. While I'm not a big fan of the valuation here, I don't want to bet against this name in the long run. While a pullback would certainly be nice for those looking to enter, sentiment looks to be improving as the next line of products gets closer to launch. Of course, with shares surging recently, sales expectations will certainly be high later this year. Apple will have to deliver or we'll likely see a \"buy the rumor, sell the news\" kind of story here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366955374579960,"gmtCreate":1730632419044,"gmtModify":1730632422914,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"Lawrence aq","listText":"Lawrence aq","text":"Lawrence aq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366955374579960","repostId":"1180616110","repostType":2,"repost":{"id":"1180616110","pubTimestamp":1730601000,"share":"https://ttm.financial/m/news/1180616110?lang=&edition=fundamental","pubTime":"2024-11-03 10:30","market":"us","language":"en","title":"Speaker Johnson Floats, Then Walks Back, Repeal of Bipartisan Chip Law Trump Attacked","url":"https://stock-news.laohu8.com/highlight/detail?id=1180616110","media":"Bloomberg","summary":"Speaker says GOP would ‘probably’ repeal law, then apologizesTrump could change preliminary grants to TSMC, Intel, MicronMike JohnsonRepublicans seek to “streamline” a law subsidizing American chip ma","content":"<html><head></head><body><ul style=\"\"><li><p>Speaker says GOP would ‘probably’ repeal law, then apologizes</p></li><li><p>Trump could change preliminary grants to TSMC, Intel, Micron</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/65a0c40440963803225bd3ed4972d34b\" alt=\"Mike Johnson\" title=\"Mike Johnson\" tg-width=\"2000\" tg-height=\"1334\"/><span>Mike Johnson</span></p><p style=\"text-align: start;\">Republicans seek to “streamline” a law subsidizing American chip manufacturing, House Speaker Mike Johnson said, as he backtracked from saying they “probably will” try to repeal the program that’s generated $400 billion in promised company investments.</p><p style=\"text-align: start;\">Johnson was responding to a question about his stance on the 2022 Chips and Science Act, after Republican presidential nominee Donald Trump last week called the program “so bad.” Asked whether he’d seek to repeal the law if Republicans took control of Congress and the White House, Johnson told reporters during a campaign stop in upstate New York on Friday that “I expect that we probably will, but we haven’t developed that part of the agenda yet.”</p><p>Johnson, who voted against the Chips Act, quickly walked back his remarks and said the law is “not on the agenda for repeal.” Instead, Republicans could pursue legislation to “eliminate its costly regulations and Green New Deal requirements,” he said in a statement circulated by Representative Brandon Williams, a vulnerable Republican candidate with whom he was campaigning.</p><p>The Chips Act set aside $39 billion in grants — plus 25% tax credits and billions more in loans — to revitalize American semiconductor manufacturing after decades of production shifting to Asia. Companies have pledged to invest more than 10 times that in US factories, including new plants from all five of the world’s top advanced chipmakers. Micron Corp., the lone American maker of advanced memory chips, plans to spend at least $50 billion to build factories in Williams’ district.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4d09c3105b6d05699728abd7dbd482ae\" tg-width=\"955\" tg-height=\"544\"/></p><p>The law, which passed with bipartisan support, aims to address the national security risk created by the concentration of advanced chip manufacturing in Asia, and particularly in Taiwan. It’s generating thousands of construction and manufacturing jobs in Arizona, Texas, New York, Ohio and other states where companies are building semiconductor plants and smaller supply-chain facilities.</p><p>Democrats slammed Johnson for threatening both of those priorities.</p><p style=\"text-align: start;\">Representative Alexandria Ocasio Cortez thanked the speaker for “his honesty and his forthrightness” about what Republicans would do with a House majority. Vice President Kamala Harris told reporters Saturday that Johnson backtracked on a Chips Act repeal because it’s “not popular, and their agenda is not popular.”</p><p style=\"text-align: start;\">“It is my plan and intention to continue to invest in American manufacturing, the work being done by American workers upholding and lifting up good union jobs,” the Democratic presidential nominee said in Milwaukee. “That is the way we are going to win the competition with China for the 21st century, and that is the kind of leadership that America deserves in their president.”</p><p>Williams, who in 2022 called the Chips Act “corporate welfare,” told reporters during the Friday campaign stop that he’d remind Johnson “night and day how important the Chips Act is.”</p><p style=\"text-align: start;\">He issued a statement that Johnson “apologized profusely” for his comments about a repeal, saying the speaker had “misheard the question.” Both went on to talk about reforming the law, citing its importance to national security. In particular, Williams and Johnson have discussed streamlining environmental reviews, a person familiar with the Williams campaign said.</p><p>Some federally-supported chip factories are already exempt from some permitting requirements under a bipartisan law President Joe Biden signed in October. Whether Micron’s New York facility qualifies for that carve-out is an open question because construction hasn’t started yet.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a09d3c6cb36985185323fd705d663690\" tg-width=\"826\" tg-height=\"1458\"/></p><p>Even absent a repeal, Republicans could significantly change how the law is implemented.</p><p style=\"text-align: start;\">While Biden administration officials have allocated more than 90% of the grant funding, they’ve only finalized one of those awards. The other 20 proposed awards remain preliminary, subject to due diligence before companies and officials reach binding agreements — which, if negotiations drag into next year, could be decided under the next president.</p><p style=\"text-align: start;\">That includes incentives for Micron, Intel Corp., Samsung Electronics Co. and Taiwan Semiconductor Manufacturing Co., all of which have emphasized that their investments are contingent on federal support.</p><p style=\"text-align: start;\">Trump said last month that “we didn’t have to give them the money to build a plant,” telling podcaster Joe Rogan the US could have imposed tariffs “so high that they will come and build their chip companies for nothing.”</p><p style=\"text-align: start;\">He also repeated his claim that Taiwan “stole” the US chip industry, setting off alarm bells for TSMC, which plans to invest more than $65 billion in chip factories in Arizona — a project announced under Trump.</p><p>Biden said later Saturday that Trump wants to get rid of the Chips Act. “I worked like hell to get that done,” he said at a union hall in Scranton, Pennsylvania.</p><p style=\"text-align: start;\">Intel CEO Pat Gelsinger, who has grown frustrated with the pace of negotiations as his company faces daunting financial challenges, said Thursday he remains confident the subsidy initiative will proceed regardless of who wins the Nov. 5 election. But in a New York Times interview published the week prior, he also said the election adds urgency.</p><p style=\"text-align: start;\">“Obviously, with elections, you know, nigh in front of us, hey, we want this done,” he said.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Speaker Johnson Floats, Then Walks Back, Repeal of Bipartisan Chip Law Trump Attacked</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\">\nSpeaker Johnson Floats, Then Walks Back, Repeal of Bipartisan Chip Law Trump Attacked\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-03 10:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-11-02/the-us-chip-program-is-in-question-if-trump-wins-speaker-mike-johnson-suggests?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Speaker says GOP would ‘probably’ repeal law, then apologizesTrump could change preliminary grants to TSMC, Intel, MicronMike JohnsonRepublicans seek to “streamline” a law subsidizing American chip ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-11-02/the-us-chip-program-is-in-question-if-trump-wins-speaker-mike-johnson-suggests?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":{"TSM":"台积电","MU":"美光科技","INTC":"英特尔"},"source_url":"https://www.bloomberg.com/news/articles/2024-11-02/the-us-chip-program-is-in-question-if-trump-wins-speaker-mike-johnson-suggests?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180616110","content_text":"Speaker says GOP would ‘probably’ repeal law, then apologizesTrump could change preliminary grants to TSMC, Intel, MicronMike JohnsonRepublicans seek to “streamline” a law subsidizing American chip manufacturing, House Speaker Mike Johnson said, as he backtracked from saying they “probably will” try to repeal the program that’s generated $400 billion in promised company investments.Johnson was responding to a question about his stance on the 2022 Chips and Science Act, after Republican presidential nominee Donald Trump last week called the program “so bad.” Asked whether he’d seek to repeal the law if Republicans took control of Congress and the White House, Johnson told reporters during a campaign stop in upstate New York on Friday that “I expect that we probably will, but we haven’t developed that part of the agenda yet.”Johnson, who voted against the Chips Act, quickly walked back his remarks and said the law is “not on the agenda for repeal.” Instead, Republicans could pursue legislation to “eliminate its costly regulations and Green New Deal requirements,” he said in a statement circulated by Representative Brandon Williams, a vulnerable Republican candidate with whom he was campaigning.The Chips Act set aside $39 billion in grants — plus 25% tax credits and billions more in loans — to revitalize American semiconductor manufacturing after decades of production shifting to Asia. Companies have pledged to invest more than 10 times that in US factories, including new plants from all five of the world’s top advanced chipmakers. Micron Corp., the lone American maker of advanced memory chips, plans to spend at least $50 billion to build factories in Williams’ district.The law, which passed with bipartisan support, aims to address the national security risk created by the concentration of advanced chip manufacturing in Asia, and particularly in Taiwan. It’s generating thousands of construction and manufacturing jobs in Arizona, Texas, New York, Ohio and other states where companies are building semiconductor plants and smaller supply-chain facilities.Democrats slammed Johnson for threatening both of those priorities.Representative Alexandria Ocasio Cortez thanked the speaker for “his honesty and his forthrightness” about what Republicans would do with a House majority. Vice President Kamala Harris told reporters Saturday that Johnson backtracked on a Chips Act repeal because it’s “not popular, and their agenda is not popular.”“It is my plan and intention to continue to invest in American manufacturing, the work being done by American workers upholding and lifting up good union jobs,” the Democratic presidential nominee said in Milwaukee. “That is the way we are going to win the competition with China for the 21st century, and that is the kind of leadership that America deserves in their president.”Williams, who in 2022 called the Chips Act “corporate welfare,” told reporters during the Friday campaign stop that he’d remind Johnson “night and day how important the Chips Act is.”He issued a statement that Johnson “apologized profusely” for his comments about a repeal, saying the speaker had “misheard the question.” Both went on to talk about reforming the law, citing its importance to national security. In particular, Williams and Johnson have discussed streamlining environmental reviews, a person familiar with the Williams campaign said.Some federally-supported chip factories are already exempt from some permitting requirements under a bipartisan law President Joe Biden signed in October. Whether Micron’s New York facility qualifies for that carve-out is an open question because construction hasn’t started yet.Even absent a repeal, Republicans could significantly change how the law is implemented.While Biden administration officials have allocated more than 90% of the grant funding, they’ve only finalized one of those awards. The other 20 proposed awards remain preliminary, subject to due diligence before companies and officials reach binding agreements — which, if negotiations drag into next year, could be decided under the next president.That includes incentives for Micron, Intel Corp., Samsung Electronics Co. and Taiwan Semiconductor Manufacturing Co., all of which have emphasized that their investments are contingent on federal support.Trump said last month that “we didn’t have to give them the money to build a plant,” telling podcaster Joe Rogan the US could have imposed tariffs “so high that they will come and build their chip companies for nothing.”He also repeated his claim that Taiwan “stole” the US chip industry, setting off alarm bells for TSMC, which plans to invest more than $65 billion in chip factories in Arizona — a project announced under Trump.Biden said later Saturday that Trump wants to get rid of the Chips Act. “I worked like hell to get that done,” he said at a union hall in Scranton, Pennsylvania.Intel CEO Pat Gelsinger, who has grown frustrated with the pace of negotiations as his company faces daunting financial challenges, said Thursday he remains confident the subsidy initiative will proceed regardless of who wins the Nov. 5 election. But in a New York Times interview published the week prior, he also said the election adds urgency.“Obviously, with elections, you know, nigh in front of us, hey, we want this done,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366714854277304,"gmtCreate":1730538405038,"gmtModify":1730538409177,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"colon cancer&nbsp;","listText":"colon cancer&nbsp;","text":"colon cancer","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366714854277304","repostId":"2480839610","repostType":2,"repost":{"id":"2480839610","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":1730511000,"share":"https://ttm.financial/m/news/2480839610?lang=&edition=fundamental","pubTime":"2024-11-02 09:30","market":"us","language":"en","title":"Fed Seen on Track for 25-Basis-Point Rate Cuts Next Week and in December","url":"https://stock-news.laohu8.com/highlight/detail?id=2480839610","media":"Reuters","summary":"Nov 1 (Reuters) - Federal Reserve policymakers look all but certain to reduce short-term borrowing costs by a modest quarter of a percentage point at their policy meeting next week, their confidence t","content":"<html><head></head><body><p>Nov 1 (Reuters) - Federal Reserve policymakers look all but certain to reduce short-term borrowing costs by a modest quarter of a percentage point at their policy meeting next week, their confidence that the labor market is cooling but not crashing likely intact despite new data showing U.S. employers added fewer workers in October than in any month since December 2020.</p><p>The increase of 12,000 nonfarm payroll jobs last month was far short of the 113,000 economists had anticipated. But analysts pinned the bulk of the weak showing on the tens of thousands of workers kept temporarily off the job by a Boeing strike and the impact of two large hurricanes in the U.S. Southeast, as well as a poor response rate that clouds the true state of U.S. employment.</p><p>Some 512,000 people reported they were unable to work due to bad weather, the most for the month of October since the Bureau of Labor Statistics began tracking that figure in 1976.</p><p>The unemployment rate remained at 4.1%, low by historical standards.</p><p>But the report had weak spots. It showed that it may be getting harder to find a job once a person is out of work, with the average length of unemployment rising to 22.9 weeks, from 20.6 weeks in September. The labor force also shrank by 220,000 people, and the three-month average monthly job gain after downward revisions to prior months&#39; reports is now about 104,000, well below what most economists estimate is needed to keep up with immigration-fueled population growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d8176992f02a9ae555df92db519a0571\" alt=\"Line graph showing monthly and three month average job gains.\" title=\"Line graph showing monthly and three month average job gains.\" tg-width=\"1720\" tg-height=\"1048\"/><span>Line graph showing monthly and three month average job gains.</span></p><p>&#34;Bad weather and large labor strikes muddy the water and make labor market weakness appear worse than it truly is,&#34; Scott Anderson, chief U.S. economist at BMO Capital Markets, wrote in a note. &#34;Still, the Fed&#39;s job is to see through the noise, and they will probably take some signal from the continuing labor market softening as a sign that they can continue the process of monetary normalization without much fear of igniting another bout of inflation.&#34;</p><p>Data earlier this week showed inflation by the Fed&#39;s targeted measure running at 2.1% in September, just a notch above its 2% goal, though sticky underlying price pressures are expected to keep U.S. central bankers wary of declaring victory too early.</p><p>Notably, interest rate futures prices on Friday reflected no chance the Fed would deliver another half-percentage-point rate cut, as it did in September when it began easing policy to head off deterioration in labor markets.</p><p>Traders of futures that settle to the Fed&#39;s policy rate instead moved to price in about a 99% chance that the central bank on Nov. 7 would cut its policy rate by a quarter of a percentage point to the 4.50%-4.75% range, compared with 92% before the release of the jobs data. They see about an 83% chance that the policy rate will be in the 4.25%-4.50% range by the end of this year, compared with 69% earlier.</p><p>Fed policymakers will begin their next two-day policy meeting a day after the U.S. presidential election on Tuesday, and though the result is not expected to directly factor into their decision two days later, many analysts see election uncertainty as an added temporary weight on the labor market in October that could be reversed in coming months.</p><p>Financial markets currently see the Fed lowering its policy rate to the 3.50%-3.75% range by September of next year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3e781227b5cb57892039d4c6719548bd\" alt=\"Line graph showing various measures of inflation and the Federal Reserve&#39;s policy rate of interest.\" title=\"Line graph showing various measures of inflation and the Federal Reserve&#39;s policy rate of interest.\" tg-width=\"1648\" tg-height=\"1104\"/><span>Line graph showing various measures of inflation and the Federal Reserve&#39;s policy rate of interest.</span></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>Fed Seen on Track for 25-Basis-Point Rate Cuts Next Week and in December</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\">\nFed Seen on Track for 25-Basis-Point Rate Cuts Next Week and in December\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\">2024-11-02 09:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nov 1 (Reuters) - Federal Reserve policymakers look all but certain to reduce short-term borrowing costs by a modest quarter of a percentage point at their policy meeting next week, their confidence that the labor market is cooling but not crashing likely intact despite new data showing U.S. employers added fewer workers in October than in any month since December 2020.</p><p>The increase of 12,000 nonfarm payroll jobs last month was far short of the 113,000 economists had anticipated. But analysts pinned the bulk of the weak showing on the tens of thousands of workers kept temporarily off the job by a Boeing strike and the impact of two large hurricanes in the U.S. Southeast, as well as a poor response rate that clouds the true state of U.S. employment.</p><p>Some 512,000 people reported they were unable to work due to bad weather, the most for the month of October since the Bureau of Labor Statistics began tracking that figure in 1976.</p><p>The unemployment rate remained at 4.1%, low by historical standards.</p><p>But the report had weak spots. It showed that it may be getting harder to find a job once a person is out of work, with the average length of unemployment rising to 22.9 weeks, from 20.6 weeks in September. The labor force also shrank by 220,000 people, and the three-month average monthly job gain after downward revisions to prior months&#39; reports is now about 104,000, well below what most economists estimate is needed to keep up with immigration-fueled population growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d8176992f02a9ae555df92db519a0571\" alt=\"Line graph showing monthly and three month average job gains.\" title=\"Line graph showing monthly and three month average job gains.\" tg-width=\"1720\" tg-height=\"1048\"/><span>Line graph showing monthly and three month average job gains.</span></p><p>&#34;Bad weather and large labor strikes muddy the water and make labor market weakness appear worse than it truly is,&#34; Scott Anderson, chief U.S. economist at BMO Capital Markets, wrote in a note. &#34;Still, the Fed&#39;s job is to see through the noise, and they will probably take some signal from the continuing labor market softening as a sign that they can continue the process of monetary normalization without much fear of igniting another bout of inflation.&#34;</p><p>Data earlier this week showed inflation by the Fed&#39;s targeted measure running at 2.1% in September, just a notch above its 2% goal, though sticky underlying price pressures are expected to keep U.S. central bankers wary of declaring victory too early.</p><p>Notably, interest rate futures prices on Friday reflected no chance the Fed would deliver another half-percentage-point rate cut, as it did in September when it began easing policy to head off deterioration in labor markets.</p><p>Traders of futures that settle to the Fed&#39;s policy rate instead moved to price in about a 99% chance that the central bank on Nov. 7 would cut its policy rate by a quarter of a percentage point to the 4.50%-4.75% range, compared with 92% before the release of the jobs data. They see about an 83% chance that the policy rate will be in the 4.25%-4.50% range by the end of this year, compared with 69% earlier.</p><p>Fed policymakers will begin their next two-day policy meeting a day after the U.S. presidential election on Tuesday, and though the result is not expected to directly factor into their decision two days later, many analysts see election uncertainty as an added temporary weight on the labor market in October that could be reversed in coming months.</p><p>Financial markets currently see the Fed lowering its policy rate to the 3.50%-3.75% range by September of next year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3e781227b5cb57892039d4c6719548bd\" alt=\"Line graph showing various measures of inflation and the Federal Reserve&#39;s policy rate of interest.\" title=\"Line graph showing various measures of inflation and the Federal Reserve&#39;s policy rate of interest.\" tg-width=\"1648\" tg-height=\"1104\"/><span>Line graph showing various measures of inflation and the Federal Reserve&#39;s policy rate of interest.</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4516":"特朗普概念",".IXIC":"NASDAQ Composite","BK4564":"太空概念","BK4187":"航天航空与国防","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4551":"寇图资本持仓",".SPX":"S&P 500 Index","BK4588":"碎股","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4585":"ETF&股票定投概念",".DJI":"道琼斯"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20241101:nL1N3M80JN:5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2480839610","content_text":"Nov 1 (Reuters) - Federal Reserve policymakers look all but certain to reduce short-term borrowing costs by a modest quarter of a percentage point at their policy meeting next week, their confidence that the labor market is cooling but not crashing likely intact despite new data showing U.S. employers added fewer workers in October than in any month since December 2020.The increase of 12,000 nonfarm payroll jobs last month was far short of the 113,000 economists had anticipated. But analysts pinned the bulk of the weak showing on the tens of thousands of workers kept temporarily off the job by a Boeing strike and the impact of two large hurricanes in the U.S. Southeast, as well as a poor response rate that clouds the true state of U.S. employment.Some 512,000 people reported they were unable to work due to bad weather, the most for the month of October since the Bureau of Labor Statistics began tracking that figure in 1976.The unemployment rate remained at 4.1%, low by historical standards.But the report had weak spots. It showed that it may be getting harder to find a job once a person is out of work, with the average length of unemployment rising to 22.9 weeks, from 20.6 weeks in September. The labor force also shrank by 220,000 people, and the three-month average monthly job gain after downward revisions to prior months' reports is now about 104,000, well below what most economists estimate is needed to keep up with immigration-fueled population growth.Line graph showing monthly and three month average job gains.\"Bad weather and large labor strikes muddy the water and make labor market weakness appear worse than it truly is,\" Scott Anderson, chief U.S. economist at BMO Capital Markets, wrote in a note. \"Still, the Fed's job is to see through the noise, and they will probably take some signal from the continuing labor market softening as a sign that they can continue the process of monetary normalization without much fear of igniting another bout of inflation.\"Data earlier this week showed inflation by the Fed's targeted measure running at 2.1% in September, just a notch above its 2% goal, though sticky underlying price pressures are expected to keep U.S. central bankers wary of declaring victory too early.Notably, interest rate futures prices on Friday reflected no chance the Fed would deliver another half-percentage-point rate cut, as it did in September when it began easing policy to head off deterioration in labor markets.Traders of futures that settle to the Fed's policy rate instead moved to price in about a 99% chance that the central bank on Nov. 7 would cut its policy rate by a quarter of a percentage point to the 4.50%-4.75% range, compared with 92% before the release of the jobs data. They see about an 83% chance that the policy rate will be in the 4.25%-4.50% range by the end of this year, compared with 69% earlier.Fed policymakers will begin their next two-day policy meeting a day after the U.S. presidential election on Tuesday, and though the result is not expected to directly factor into their decision two days later, many analysts see election uncertainty as an added temporary weight on the labor market in October that could be reversed in coming months.Financial markets currently see the Fed lowering its policy rate to the 3.50%-3.75% range by September of next year.Line graph showing various measures of inflation and the Federal Reserve's policy rate of interest.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":344878411145256,"gmtCreate":1725191708949,"gmtModify":1725191712618,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"for Example And The GJK IOthose aq","listText":"for Example And The GJK IOthose aq","text":"for Example And The GJK IOthose aq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/344878411145256","repostId":"2464205936","repostType":2,"repost":{"id":"2464205936","pubTimestamp":1725183935,"share":"https://ttm.financial/m/news/2464205936?lang=&edition=fundamental","pubTime":"2024-09-01 17:45","market":"us","language":"en","title":"Li Auto Delivers 48,122 Cars in Aug, Down 5.64% from Jul","url":"https://stock-news.laohu8.com/highlight/detail?id=2464205936","media":"CnEVPost","summary":"Li Auto delivered 48,122 vehicles in August, down 5.64 percent from July but up 37.83 percent year-on-year.","content":"<html><head></head><body><blockquote><p>Li Auto (NASDAQ: LI) delivered 48,122 vehicles in August, down 5.64 percent from July but up 37.83 percent year-on-year.</p></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/12bce9975af2bb82c9977e3c83ade125\" tg-width=\"1200\" tg-height=\"628\"/></p><p>Li Auto Inc. today announced that it delivered 48,122 vehicles in August 2024, an increase of 37.8% year over year. This brought the Company&#39;s total deliveries in 2024 to 288,103. As of August 31, 2024, its cumulative deliveries reached 921,467 vehicles.</p><p>“Li L6 has gained widespread popularity among young users, with deliveries exceeding 20,000 for the third consecutive month, further expanding our market share. Notably, our share of the RMB200,000 and higher NEV market grew to 18% in July, outpacing Tesla to become the sales champion among NEV brands in China.</p><p>We maintained our strong momentum, retaining the top spot in sales among China&#39;s emerging new energy auto brands in August. During the third quarter, we have been enhancing the product strength across all our models through continued OTA updates, further boosting user satisfaction and driving our NPS to a new high for the year to date. Additionally, our full-stack proprietary autonomous driving architecture, which integrates an end-to-end (E2E) model and a vision-language model (VLM), showcased its strong capabilities and potential for further evolution during user testing. The penetration rate of city NOA mileage among test users has exceeded 50%,” commented Xiang Li, chairman and chief executive officer of Li Auto.</p><p>“As we enhance autonomous driving system, we are also maximizing the effectiveness of our active safety features. We rolled out the industry&#39;s first fully automatic emergency steering function, providing users dual protections in extreme scenarios through AEB and AES.</p><p>We would like to express our gratitude to over 900,000 families for choosing Li Auto. Their recognition serves as a long-term driving force behind our commitment to investing in research and development. We will remain steadfast in our focus on user value to create greater happiness for families in this era of AI innovation.”</p><p>As of August 31, 2024, the Company had 481 retail stores in 145 cities, 423 servicing centers and Li Auto-authorized body and paint shops operating in 220 cities, and 748 super charging stations in operation equipped with 3,506 charging stalls in China.</p></body></html>","source":"cnevpost_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>Li Auto Delivers 48,122 Cars in Aug, Down 5.64% from Jul</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\">\nLi Auto Delivers 48,122 Cars in Aug, Down 5.64% from Jul\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-01 17:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2024/09/01/li-auto-deliveries-aug-2024/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Li Auto (NASDAQ: LI) delivered 48,122 vehicles in August, down 5.64 percent from July but up 37.83 percent year-on-year.Li Auto Inc. today announced that it delivered 48,122 vehicles in August 2024, ...</p>\n\n<a href=\"https://cnevpost.com/2024/09/01/li-auto-deliveries-aug-2024/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4526":"热门中概股","BK4099":"汽车制造商","BK4503":"景林资产持仓","02015":"理想汽车-W","BK4548":"巴美列捷福持仓","BK4563":"昨日强势股","BK4551":"寇图资本持仓","LI":"理想汽车","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK4588":"碎股"},"source_url":"https://cnevpost.com/2024/09/01/li-auto-deliveries-aug-2024/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2464205936","content_text":"Li Auto (NASDAQ: LI) delivered 48,122 vehicles in August, down 5.64 percent from July but up 37.83 percent year-on-year.Li Auto Inc. today announced that it delivered 48,122 vehicles in August 2024, an increase of 37.8% year over year. This brought the Company's total deliveries in 2024 to 288,103. As of August 31, 2024, its cumulative deliveries reached 921,467 vehicles.“Li L6 has gained widespread popularity among young users, with deliveries exceeding 20,000 for the third consecutive month, further expanding our market share. Notably, our share of the RMB200,000 and higher NEV market grew to 18% in July, outpacing Tesla to become the sales champion among NEV brands in China.We maintained our strong momentum, retaining the top spot in sales among China's emerging new energy auto brands in August. During the third quarter, we have been enhancing the product strength across all our models through continued OTA updates, further boosting user satisfaction and driving our NPS to a new high for the year to date. Additionally, our full-stack proprietary autonomous driving architecture, which integrates an end-to-end (E2E) model and a vision-language model (VLM), showcased its strong capabilities and potential for further evolution during user testing. The penetration rate of city NOA mileage among test users has exceeded 50%,” commented Xiang Li, chairman and chief executive officer of Li Auto.“As we enhance autonomous driving system, we are also maximizing the effectiveness of our active safety features. We rolled out the industry's first fully automatic emergency steering function, providing users dual protections in extreme scenarios through AEB and AES.We would like to express our gratitude to over 900,000 families for choosing Li Auto. Their recognition serves as a long-term driving force behind our commitment to investing in research and development. We will remain steadfast in our focus on user value to create greater happiness for families in this era of AI innovation.”As of August 31, 2024, the Company had 481 retail stores in 145 cities, 423 servicing centers and Li Auto-authorized body and paint shops operating in 220 cities, and 748 super charging stations in operation equipped with 3,506 charging stalls in China.","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":331315169460392,"gmtCreate":1721895320631,"gmtModify":1721895324736,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"C the attachment&nbsp;","listText":"C the attachment&nbsp;","text":"C the attachment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/331315169460392","repostId":"1101118643","repostType":2,"repost":{"id":"1101118643","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":1721915282,"share":"https://ttm.financial/m/news/1101118643?lang=&edition=fundamental","pubTime":"2024-07-25 21:48","market":"us","language":"en","title":"Viking Therapeutics Shares Surge 28% as Obesity Treatment Moving into Phase 3 Trial","url":"https://stock-news.laohu8.com/highlight/detail?id=1101118643","media":"Tiger Newspress","summary":"Shares of $Viking Therapeutics$ on Wednesday jumped in post-market trading after the company said that its VK2735 drug to tackle obesity is advancing to a phase 3.The stock was up 19.1%, to $60.04, in pre-market trading on Thursday.The clinical-stage biopharmaceutical company said that its first-half was marked by strong momentum in its pipeline program.The phase 2 Venture study of VK2735 in obesity demonstrated up to an about 15% reduction in body weight following 13 weeks of dosing, as well as","content":"<html><head></head><body><p>Shares of <a href=\"https://laohu8.com/S/VKTX\">Viking Therapeutics</a> jumped in morning trading after the company said that its VK2735 drug to tackle obesity is advancing to a phase 3.</p><p>The stock was up 28.25%, to $64.65, in morning trading on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3f45b7d0e7040cae66f2639eb19e71c5\" tg-width=\"754\" tg-height=\"622\"/></p><p>The clinical-stage biopharmaceutical company said that its first-half was marked by strong momentum in its pipeline program.</p><p>The phase 2 Venture study of VK2735 in obesity demonstrated up to an about 15% reduction in body weight following 13 weeks of dosing, as well as promising safety and tolerability.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Viking Therapeutics Shares Surge 28% as Obesity Treatment Moving into Phase 3 Trial</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\">\nViking Therapeutics Shares Surge 28% as Obesity Treatment Moving into Phase 3 Trial\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\">2024-07-25 21:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of <a href=\"https://laohu8.com/S/VKTX\">Viking Therapeutics</a> jumped in morning trading after the company said that its VK2735 drug to tackle obesity is advancing to a phase 3.</p><p>The stock was up 28.25%, to $64.65, in morning trading on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3f45b7d0e7040cae66f2639eb19e71c5\" tg-width=\"754\" tg-height=\"622\"/></p><p>The clinical-stage biopharmaceutical company said that its first-half was marked by strong momentum in its pipeline program.</p><p>The phase 2 Venture study of VK2735 in obesity demonstrated up to an about 15% reduction in body weight following 13 weeks of dosing, as well as promising safety and tolerability.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VKTX":"Viking Therapeutics, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101118643","content_text":"Shares of Viking Therapeutics jumped in morning trading after the company said that its VK2735 drug to tackle obesity is advancing to a phase 3.The stock was up 28.25%, to $64.65, in morning trading on Thursday.The clinical-stage biopharmaceutical company said that its first-half was marked by strong momentum in its pipeline program.The phase 2 Venture study of VK2735 in obesity demonstrated up to an about 15% reduction in body weight following 13 weeks of dosing, as well as promising safety and tolerability.","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324483229167720,"gmtCreate":1720248624253,"gmtModify":1720249346204,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"TeiKaJLArri","listText":"TeiKaJLArri","text":"TeiKaJLArri","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324483229167720","repostId":"1154110057","repostType":4,"repost":{"id":"1154110057","pubTimestamp":1720228645,"share":"https://ttm.financial/m/news/1154110057?lang=&edition=fundamental","pubTime":"2024-07-06 09:17","market":"us","language":"en","title":"US Weekly Review: S&P 500, Nasdaq Hit Highs As Tesla Soars, Rate-Cut Hopes Rise","url":"https://stock-news.laohu8.com/highlight/detail?id=1154110057","media":"Investor’s Business Daily","summary":"The stock market saw fresh record highs on the S&P 500 and Nasdaq during the holiday-shortened week, though small caps fell slightly.Tesla (TSLA) skyrocketed, helped by beating lowered delivery foreca","content":"<html><head></head><body><p>The stock market saw fresh record highs on the S&amp;P 500 and Nasdaq during the holiday-shortened week, though small caps fell slightly. <strong>Tesla</strong> (<strong>TSLA</strong>) skyrocketed, helped by beating lowered delivery forecasts. U.S. auto sales were tame, though <strong>General Motors</strong> (<strong>GM</strong>) and <strong>Ford</strong> (<strong>F</strong>) reported strong EV sales growth. China EV makers reported record or at least rising sales.</p><p style=\"text-align: start;\"><strong>Eli Lilly</strong> (<strong>LLY</strong>) and <strong>Novo Nordisk</strong> (<strong>NVO</strong>) faced some negative headlines, though Lilly won FDA approval for its Alzheimer&#39;s treatment donanemab. The jobs report and other economic data signaled slowing growth and perhaps easing inflation pressures.</p><h2 id=\"id_2629942849\" style=\"text-align: start;\">S&amp;P 500, Nasdaq Hit New Highs</h2><p style=\"text-align: start;\">The S&amp;P 500 and Nasdaq punched above key levels, with the latter looking a little extended. <strong>Tesla</strong> (<strong>TSLA</strong>) fueled gains in those indexes, along with chips and software. Economic data bolstered rate-cut hopes. Treasury yields, which spiked early in the week, erased those gains. Copper futures spiked.</p><h2 id=\"id_3371278696\" style=\"text-align: start;\">Jobs Report Confirms Slowdown</h2><p style=\"text-align: start;\">Friday&#39;s June jobs report finally caught up to the run of more sluggish economic data points that have been piling up. The U.S. added 206,000 jobs in June, slightly above views. But the private sector added just 136,000 jobs, well below views. Annual wage growth matched a three-year low of 3.9%. Meanwhile, the four-week average for initial jobless claims hit a nine-month high. The ISM service-sector index tumbled to 48.8 from 53.8, back below the neutral 50 level. Everything appears to be falling into place for a near-term Federal Reserve pivot to rate cuts. Fed chair Jerome Powell said Tuesday that the past two months of inflation data show &#34;we&#39;re getting back on a disinflationary path.&#34;</p><h2 id=\"id_3502573321\" style=\"text-align: start;\">Tesla Surges On Deliveries, Storage</h2><p style=\"text-align: start;\"><strong>Tesla</strong> (<strong>TSLA</strong>) skyrocketed, continuing a powerful run as second-quarter deliveries dropped 4% compared to a year ago but came in well above analysts&#39; lowered expectations. Q2 deliveries of 443,956 did jump 15% vs. Q1, with the Model 3 and Y accounting for 422,405. Other vehicles, including the Model S, Model X and Cybertruck, sold 21,551. Production came in at 410,831, letting Tesla reduce inventories. Tesla also said it deployed 9.4 gigawatt-hours (GWh) of energy storage products, more than doubling Q1&#39;s record 4.053 GWh.</p><h2 id=\"id_2377383463\" style=\"text-align: start;\">U.S. Auto Sales</h2><p style=\"text-align: start;\">New vehicle sales in the U.S. nudged up just 0.1% in the second quarter vs. a year ago, industry data showed. Steep interest rates and high prices continue to curb demand, experts say. <strong>General Motors</strong> (<strong>GM</strong>) and <strong>Ford</strong> (<strong>F</strong>) U.S. sales grew less than 1% each. <strong>Toyota Motor</strong> (<strong>TM</strong>) sales jumped 9%, with hybrid vehicles still powering its growth. But sales slumped 21% for Jeep and Chrysler parent <strong>Stellantis</strong> (<strong>STLA</strong>). In Q2, GM&#39;s EV sales jumped 40% to a record as Ultium-EV production woes finally wane. Ford&#39;s EV sales popped 61% to a distant No. 2 in the U.S., while hybrids also jumped. Both GM and Ford indicated they are taking EV share from Tesla, which remains dominant in the U.S.</p><h2 id=\"id_428509426\" style=\"text-align: start;\">China EV Sales Pick Up</h2><p style=\"text-align: start;\">Tesla&#39;s Chinese rivals <strong>BYD</strong> (<strong>BYDDF</strong>), <strong>Nio</strong> (<strong>NIO</strong>) and <strong>Zeekr</strong> (<strong>ZK</strong>) achieved record quarterly deliveries. <strong>Li Auto</strong> (<strong>LI</strong>) and <strong>XPeng</strong> (<strong>XPEV</strong>) also reported higher second-quarter sales. China&#39;s EV market continues to rebound from a soft start to the year on the back of subsidies, discounts and incentives. This year, BYD has led a renewed price war in China while expanding further overseas, opening a Thai plant on July 4. In Q2, BYD sold nearly a million electric vehicles. It&#39;s selling more plug-in hybrid vehicles than purely battery electric vehicles in 2024 amid global shift toward hybrids as well as a more-advanced hybrid system with far better range. BYD BEV sales rose but lagged Tesla&#39;s.</p><h2 id=\"id_415859481\" style=\"text-align: start;\">Rivian Leaps On Deliveries, VW Buzz</h2><p style=\"text-align: start;\">Rivian reported Q2 deliveries of 13,790 EVs, a week after predicting 13,000-13,330. It produced 9,612 EVs in Q2 and reaffirmed full-year production guidance of 57,000. Meanwhile, reports emerged that <strong>Volkswagen</strong> (<strong>VWAGY</strong>) and the EV startup are already discussing expanding their partnership from primarily software to also include hardware and joint production. VW&#39;s U.S. electric brand &#34;Scout&#34; could also be included in the partnership. Rivian stock jumped.</p><h2 id=\"id_1630835392\" style=\"text-align: start;\">Eli Lilly, Novo Nordisk Fall On News</h2><p style=\"text-align: start;\">President Joe Biden and Sen. Bernie Sanders, in a joint op-ed Tuesday called out the drug giants for the &#34;unconscionably high&#34; prices of their diabetes and weight-loss drugs. Later in the day, <strong>Eli Lilly</strong> (<strong>LLY</strong>) won Food and Drug Administration approval for its Alzheimer&#39;s treatment donanemab, now called Kisunla. On Wednesday, a study out of a Harvard teaching hospital tied a disorder that can cause blindness to the diabetes and weight-loss drugs. Eli Lilly and <strong>Novo Nordisk</strong> (<strong>NVO</strong>) retreated, but LLY erased weekly losses while NVO pared losses to hold in a buy zone.</p><h2 id=\"id_443864774\" style=\"text-align: start;\">Boeing To Buy Spirit Aero</h2><p style=\"text-align: start;\"><strong>Boeing</strong> (<strong>BA</strong>) will buy supplier <strong>Spirit AeroSystems</strong> (<strong>SPR</strong>) for $37.25 a share, or $4.7 billion, in an all-stock deal. The Dow Jones giant aims to have more control over its supply chain amid recent safety lapses. Meanwhile, the Justice Department reportedly plans to charge the Dow Jones aerospace giant with fraud, urging Boeing to plead guilty to the criminal charge.</p><h2 id=\"id_3598690649\" style=\"text-align: start;\">In Brief</h2><p style=\"text-align: start;\">European regulators say <strong>Meta Platforms</strong> (<strong>META</strong>) is violating digital competition rules by only allowing users to opt-out of ad tracking by paying for a subscription product. Meta launched paid, ad-free versions of Facebook and Instagram in the EU late last year. Meta shrugged off the news, jumping into a buy zone.</p><p style=\"text-align: start;\"><strong>Sea Limited</strong> (<strong>SE</strong>) agreed to change parts of its Shopee e-commerce operations via a deal with Indonesian antitrust regulators, who accused the Southeast Asia internet services firm of unfairly favoring its own delivery services for customer orders on Shopee. Sea stock, which initially fell, slashed weekly losses.</p></body></html>","source":"lsy1610612141385","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 Weekly Review: S&P 500, Nasdaq Hit Highs As Tesla Soars, Rate-Cut Hopes Rise</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 Weekly Review: S&P 500, Nasdaq Hit Highs As Tesla Soars, Rate-Cut Hopes Rise\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-06 09:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/news/stock-market-sp-500-nasdaq-highs-tesla-soars-rate-cut/><strong>Investor’s Business Daily</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The stock market saw fresh record highs on the S&P 500 and Nasdaq during the holiday-shortened week, though small caps fell slightly. Tesla (TSLA) skyrocketed, helped by beating lowered delivery ...</p>\n\n<a href=\"https://www.investors.com/news/stock-market-sp-500-nasdaq-highs-tesla-soars-rate-cut/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVO":"诺和诺德","META":"Meta Platforms, Inc.","SPR":"Spirit AeroSystems Holdings Inc","TSLA":"特斯拉","XPEV":"小鹏汽车","STLA":"Stellantis NV","TM":"丰田汽车","LI":"理想汽车","BYDDY":"比亚迪ADR","LLY":"礼来","GM":"通用汽车","F":"福特汽车","ZK":"极氪","BA":"波音","NIO":"蔚来","SE":"Sea Ltd"},"source_url":"https://www.investors.com/news/stock-market-sp-500-nasdaq-highs-tesla-soars-rate-cut/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154110057","content_text":"The stock market saw fresh record highs on the S&P 500 and Nasdaq during the holiday-shortened week, though small caps fell slightly. Tesla (TSLA) skyrocketed, helped by beating lowered delivery forecasts. U.S. auto sales were tame, though General Motors (GM) and Ford (F) reported strong EV sales growth. China EV makers reported record or at least rising sales.Eli Lilly (LLY) and Novo Nordisk (NVO) faced some negative headlines, though Lilly won FDA approval for its Alzheimer's treatment donanemab. The jobs report and other economic data signaled slowing growth and perhaps easing inflation pressures.S&P 500, Nasdaq Hit New HighsThe S&P 500 and Nasdaq punched above key levels, with the latter looking a little extended. Tesla (TSLA) fueled gains in those indexes, along with chips and software. Economic data bolstered rate-cut hopes. Treasury yields, which spiked early in the week, erased those gains. Copper futures spiked.Jobs Report Confirms SlowdownFriday's June jobs report finally caught up to the run of more sluggish economic data points that have been piling up. The U.S. added 206,000 jobs in June, slightly above views. But the private sector added just 136,000 jobs, well below views. Annual wage growth matched a three-year low of 3.9%. Meanwhile, the four-week average for initial jobless claims hit a nine-month high. The ISM service-sector index tumbled to 48.8 from 53.8, back below the neutral 50 level. Everything appears to be falling into place for a near-term Federal Reserve pivot to rate cuts. Fed chair Jerome Powell said Tuesday that the past two months of inflation data show \"we're getting back on a disinflationary path.\"Tesla Surges On Deliveries, StorageTesla (TSLA) skyrocketed, continuing a powerful run as second-quarter deliveries dropped 4% compared to a year ago but came in well above analysts' lowered expectations. Q2 deliveries of 443,956 did jump 15% vs. Q1, with the Model 3 and Y accounting for 422,405. Other vehicles, including the Model S, Model X and Cybertruck, sold 21,551. Production came in at 410,831, letting Tesla reduce inventories. Tesla also said it deployed 9.4 gigawatt-hours (GWh) of energy storage products, more than doubling Q1's record 4.053 GWh.U.S. Auto SalesNew vehicle sales in the U.S. nudged up just 0.1% in the second quarter vs. a year ago, industry data showed. Steep interest rates and high prices continue to curb demand, experts say. General Motors (GM) and Ford (F) U.S. sales grew less than 1% each. Toyota Motor (TM) sales jumped 9%, with hybrid vehicles still powering its growth. But sales slumped 21% for Jeep and Chrysler parent Stellantis (STLA). In Q2, GM's EV sales jumped 40% to a record as Ultium-EV production woes finally wane. Ford's EV sales popped 61% to a distant No. 2 in the U.S., while hybrids also jumped. Both GM and Ford indicated they are taking EV share from Tesla, which remains dominant in the U.S.China EV Sales Pick UpTesla's Chinese rivals BYD (BYDDF), Nio (NIO) and Zeekr (ZK) achieved record quarterly deliveries. Li Auto (LI) and XPeng (XPEV) also reported higher second-quarter sales. China's EV market continues to rebound from a soft start to the year on the back of subsidies, discounts and incentives. This year, BYD has led a renewed price war in China while expanding further overseas, opening a Thai plant on July 4. In Q2, BYD sold nearly a million electric vehicles. It's selling more plug-in hybrid vehicles than purely battery electric vehicles in 2024 amid global shift toward hybrids as well as a more-advanced hybrid system with far better range. BYD BEV sales rose but lagged Tesla's.Rivian Leaps On Deliveries, VW BuzzRivian reported Q2 deliveries of 13,790 EVs, a week after predicting 13,000-13,330. It produced 9,612 EVs in Q2 and reaffirmed full-year production guidance of 57,000. Meanwhile, reports emerged that Volkswagen (VWAGY) and the EV startup are already discussing expanding their partnership from primarily software to also include hardware and joint production. VW's U.S. electric brand \"Scout\" could also be included in the partnership. Rivian stock jumped.Eli Lilly, Novo Nordisk Fall On NewsPresident Joe Biden and Sen. Bernie Sanders, in a joint op-ed Tuesday called out the drug giants for the \"unconscionably high\" prices of their diabetes and weight-loss drugs. Later in the day, Eli Lilly (LLY) won Food and Drug Administration approval for its Alzheimer's treatment donanemab, now called Kisunla. On Wednesday, a study out of a Harvard teaching hospital tied a disorder that can cause blindness to the diabetes and weight-loss drugs. Eli Lilly and Novo Nordisk (NVO) retreated, but LLY erased weekly losses while NVO pared losses to hold in a buy zone.Boeing To Buy Spirit AeroBoeing (BA) will buy supplier Spirit AeroSystems (SPR) for $37.25 a share, or $4.7 billion, in an all-stock deal. The Dow Jones giant aims to have more control over its supply chain amid recent safety lapses. Meanwhile, the Justice Department reportedly plans to charge the Dow Jones aerospace giant with fraud, urging Boeing to plead guilty to the criminal charge.In BriefEuropean regulators say Meta Platforms (META) is violating digital competition rules by only allowing users to opt-out of ad tracking by paying for a subscription product. Meta launched paid, ad-free versions of Facebook and Instagram in the EU late last year. Meta shrugged off the news, jumping into a buy zone.Sea Limited (SE) agreed to change parts of its Shopee e-commerce operations via a deal with Indonesian antitrust regulators, who accused the Southeast Asia internet services firm of unfairly favoring its own delivery services for customer orders on Shopee. Sea stock, which initially fell, slashed weekly losses.","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325070144622680,"gmtCreate":1720391903557,"gmtModify":1720391907927,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"TqueOw and O God is Ka","listText":"TqueOw and O God is Ka","text":"TqueOw and O God is Ka","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325070144622680","repostId":"2449215284","repostType":2,"repost":{"id":"2449215284","pubTimestamp":1720246209,"share":"https://ttm.financial/m/news/2449215284?lang=&edition=fundamental","pubTime":"2024-07-06 14:10","market":"us","language":"en","title":"AMD: AI GPU Underdog With Serious Catalysts (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2449215284","media":"seekingalpha","summary":"Advanced Micro Devices, Inc. shares have seriously lagged Nvidia, but the company is set to debut new AI products and ramp up Instinct MI300 shipments in FY 2024.AMD's accelerated GPU roadmap is a key reason for my upgrade to buy.New AI GPUs from AMD are set to challenge Nvidia's market dominance and could translate to serious free cash flow upside.AMD's lower valuation compared to Nvidia and upcoming product launches make it an attractive investment option.   MF3d Shares of Advanced Micro Devices, Inc.  have risen more than 41% in the last year, but are still widely trailing behind Nvidia Corporation , which absolutely crushed expectations in the last year. Although AMD is lagging Nvidia in terms of its GPU proposition, the company is set to debut new products and ramp up shipments of the Instinct MI300X accelerator in FY 2024, which is meant to support AI workloads. AMD is also accelerating its GPU roadmap and looks to launch new Instinct chips in Q4 '24 as well as FY 2025. These pro","content":"<html><head></head><body><ul style=\"\"><li><p>Advanced Micro Devices, Inc. shares have seriously lagged Nvidia, but the company is set to debut new AI products and ramp up Instinct MI300 shipments in FY 2024.</p></li><li><p>AMD&#39;s accelerated GPU roadmap is a key reason for my upgrade to buy.</p></li><li><p>New AI GPUs from AMD are set to challenge Nvidia&#39;s market dominance and could translate to serious free cash flow upside.</p></li><li><p>AMD&#39;s lower valuation compared to Nvidia and upcoming product launches make it an attractive investment option.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/437ad54de2db371c51f104a6dc81dd4a\" tg-width=\"750\" tg-height=\"428\"/></p><p>MF3d</p><p></p><p>Shares of <strong>Advanced Micro Devices, Inc.</strong> (NASDAQ:AMD) have risen more than 41% in the last year, but are still widely trailing behind Nvidia Corporation (NVDA), which absolutely crushed expectations in the last year. Although AMD is lagging Nvidia in terms of its GPU proposition, the company is set to debut new products and ramp up shipments of the Instinct MI300X accelerator in FY 2024, which is meant to support AI workloads. AMD is also accelerating its GPU roadmap and looks to launch new Instinct chips in Q4 &#39;24 as well as FY 2025. These products are set to create significant top line and free cash flow tailwinds for AMD, and could help narrow the gap between AMD&#39;s and Nvidia&#39;s valuation!</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c037034b1f1315c7f23e64a6eb4412bb\" tg-width=\"635\" tg-height=\"439\"/></p><p>Data by YCharts</p><p></p><h2 id=\"id_3014560149\">Previous rating</h2><p>I rated shares of AMD a hold in February 2024 -- AMD Could Soon Have Its &#39;Nvidia Moment&#39; -- as AMD benefits from a tipping point in AI… which means companies are accelerating spending on the companies’ AI chips to scale their own businesses. AMD last month revealed two more processors that will be launched, the AMD Ryzen AI 300 Series processors which are built on AMD’s XDNA 2 architecture, as well as the AMD Ryzen 9000 Series processors for desktops that are built on the AMD Zen 5 architecture. AMD is also accelerating efforts to increase the line-up of its Instinct accelerators, which could lead to significant free cash flow tailwinds.</p><h2 id=\"id_283660287\">New product launches are set to challenge Nvidia</h2><p>AMD is going to launch two processors in the near term, the AI 300 Series for laptops (set to launch July 17, 2024) and the Ryzen 9000 Series processors for desktops (shipments to start in August 2024). The AI 300 Series is aimed at content creators that need to handle demanding AI workloads. Both chips could provide tailwinds and catalysts for the company&#39;s main processor business.</p><p>More importantly, however, AMD said in Q2&#39;24 that it is accelerating its GPU product pipeline in a bid to become more competitive with Nvidia&#39;s H100. AMD already launched the Instinct MI300X accelerator earlier this year, which is meant to directly challenge Nvidia&#39;s leading position in the Data Center GPU market. Nvidia is leading the market by a mile, which has translated to soaring profits for the chipmaker: Profit Explosion And Stock Split Are Game-Changers.</p><p>As per information from Wells Fargo, Nvidia continues to have a massive 94% share in the Data Center GPU market. AMD is trailing far behind with a market share of slightly more than 4%, but the increasing density of AMD’s AI chip line-up could mount an effective challenge here and take some market share away from Nvidia in the coming quarters.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7d2987a712404c0ffa91168eaa7dc5ce\" tg-width=\"640\" tg-height=\"360\"/></p><p>Wells Fargo, Eric Flaningam</p><p></p><p>The reason I say this is that demand for AI GPUs is soaring, and Nvidia alone cannot fill the demand. With demand outstripping supply, AMD could be a big beneficiary here as it accelerates its own product release pipeline and its MI300 accelerator shipments likely picked up in Q2 &#39;24. AMD is further looking to release the AMD Instinct MI325X accelerator in Q4 &#39;24 and the AMD Instinct MI350 Series in FY 2025.</p><p>The MI350 Series, according to information provided by AMD, offers &#34;up to a 35x increase in AI inference performance compared to AMD Instinct MI300 Series&#34; which could make AMD&#39;s chips increasingly interesting as an alternative to the high-priced H100 chips that Nvidia is selling. The AMD Instinct MI400 series is expected to debut in FY 2026, meaning AMD is moving closer to a yearly release cycle for its GPU products.</p><h2 id=\"id_1677928846\">AMD is looking at a massive free cash flow ramp</h2><p>AMD said in its last earnings report that it is seeing strong demand for the Instinct MI300 accelerator, and the chipmaker could be on track to see a serious ramp in free cash flow in the next several years. Its guidance for Data Center GPU revenue is more than $4.0B for FY 2024 and I would not be surprised to see a doubling of GPU-related revenues next year given how strong the demand for these products is right now.</p><p>AMD only saw 2% revenue growth, year over year, in the last quarter, while Nvidia crushed it with a 262% Y/Y increase. However, as AMD accelerated its Instinct MI300 shipments in Q2&#39;24, AMD could be set to see much stronger revenue and free cash flow tailwinds than in the last quarter. This doesn&#39;t mean that AMD will overtake Nvidia in the data center GPU market in the near term, but AMD&#39;s free cash flow growth potential may be potentially underrated here.</p><p>AMD generated just $379M in free cash flow in the last quarter, which calculates to a FCF margin of 7% while Nvidia crushed it with $14.9B in FCF and a margin of 57%. Nevertheless, AMD&#39;s free cash flow margin has improved from 4% in Q4 &#39;23 to Q1 &#39;24, in part due to the shipments of high-margin Instinct MI300 processors.</p><p>With GPU-related revenues potentially doubling next year to $8.0B (my personal estimate given the enormous supply demand imbalance in the GPU market), AMD is set to see a significant improvement in its free cash flow as well. AMD&#39;s consensus top-line forecast for next year implies 28% year-over-year growth and $33B in revenues.</p><p>An increase in the free cash flow margin to a moderate ~15%, which is not an aggressive assumption considering the strength of demand for Data Center GPUs, could therefore imply a total free cash flow potential of close to $5.0B in FY 2025. This expansion in free cash flow margins could mainly be driven by ramping up volume shipments of the Instinct MI300 chip (plus launch of the mentioned new CPUs) as well as pricing strength for Data Center GPUs.</p><p>As AMD only achieved about $1.1B in free cash flow in FY 2023, the chipmaker could be on track to 4X its free cash flow by the end of FY 2025. This implied growth in AMD&#39;s free cash flow may be underrated, in my opinion, as the market is mainly focused on the leading top-line growth rates and FCF margins of Nvidia.</p><table style=\"border-collapse:collapse;\"><colgroup><col/><col/><col/><col/></colgroup><tbody><tr><td style=\"text-align:left;\"><p><strong>AMD, $millions</strong></p></td><td style=\"text-align:left;\"><p><strong>Q1&#39;23</strong></p></td><td style=\"text-align:left;\"><p><strong>Q2&#39;23</strong></p></td><td style=\"text-align:left;\"><p><strong>Q3&#39;23</strong></p></td><td style=\"text-align:left;\"><p><strong>Q4&#39;23</strong></p></td><td style=\"text-align:left;\"><p><strong>Q1&#39;24</strong></p></td><td style=\"text-align:left;\"><p><strong>Y/Y Growth</strong></p></td></tr><tr><td style=\"text-align:left;\"><p>Revenue</p></td><td style=\"text-align:left;\"><p>$5,353</p></td><td style=\"text-align:left;\"><p>$5,359</p></td><td style=\"text-align:left;\"><p>$5,800</p></td><td style=\"text-align:left;\"><p>$6,168</p></td><td style=\"text-align:left;\"><p>$5,473</p></td><td style=\"text-align:left;\"><p>2%</p></td></tr><tr><td style=\"text-align:left;\"><p>GAAP net cash provided by operating activities</p></td><td style=\"text-align:left;\"><p>$486</p></td><td style=\"text-align:left;\"><p>$379</p></td><td style=\"text-align:left;\"><p>$421</p></td><td style=\"text-align:left;\"><p>$381</p></td><td style=\"text-align:left;\"><p>$521</p></td><td style=\"text-align:left;\"><p>7%</p></td></tr><tr><td style=\"text-align:left;\"><p>Purchases of property and equipment</p></td><td style=\"text-align:left;\"><p>($158)</p></td><td style=\"text-align:left;\"><p>($125)</p></td><td style=\"text-align:left;\"><p>($124)</p></td><td style=\"text-align:left;\"><p>($139)</p></td><td style=\"text-align:left;\"><p>($142)</p></td><td style=\"text-align:left;\"><p>-10%</p></td></tr><tr><td style=\"text-align:left;\"><p>Free Cash Flow</p></td><td style=\"text-align:left;\"><p>$328</p></td><td style=\"text-align:left;\"><p>$254</p></td><td style=\"text-align:left;\"><p>$297</p></td><td style=\"text-align:left;\"><p>$242</p></td><td style=\"text-align:left;\"><p>$379</p></td><td style=\"text-align:left;\"><p>16%</p></td></tr><tr><td style=\"text-align:left;\"><p>Free Cash Flow % Of Net Revenues</p></td><td style=\"text-align:left;\"><p>6%</p></td><td style=\"text-align:left;\"><p>5%</p></td><td style=\"text-align:left;\"><p>5%</p></td><td style=\"text-align:left;\"><p>4%</p></td><td style=\"text-align:left;\"><p>7%</p></td><td style=\"text-align:left;\"><p>13%</p></td></tr><tr><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td><td style=\"text-align:left;\"><p></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Nvidia, $millions</strong></p></td><td style=\"text-align:left;\"><p><strong>FQ1&#39;24</strong></p></td><td style=\"text-align:left;\"><p><strong>FQ2&#39;24</strong></p></td><td style=\"text-align:left;\"><p><strong>FQ3&#39;24</strong></p></td><td style=\"text-align:left;\"><p><strong>FQ4&#39;24</strong></p></td><td style=\"text-align:left;\"><p><strong>FQ1&#39;25</strong></p></td><td style=\"text-align:left;\"><p><strong>Y/Y Growth</strong></p></td></tr><tr><td style=\"text-align:left;\"><p>Revenue</p></td><td style=\"text-align:left;\"><p>$7,192</p></td><td style=\"text-align:left;\"><p>$13,507</p></td><td style=\"text-align:left;\"><p>$18,120</p></td><td style=\"text-align:left;\"><p>$22,103</p></td><td style=\"text-align:left;\"><p>$26,044</p></td><td style=\"text-align:left;\"><p>262%</p></td></tr><tr><td style=\"text-align:left;\"><p>GAAP net cash provided by operating activities</p></td><td style=\"text-align:left;\"><p>$2,911</p></td><td style=\"text-align:left;\"><p>$6,348</p></td><td style=\"text-align:left;\"><p>$7,333</p></td><td style=\"text-align:left;\"><p>$11,499</p></td><td style=\"text-align:left;\"><p>$15,345</p></td><td style=\"text-align:left;\"><p>427%</p></td></tr><tr><td style=\"text-align:left;\"><p>Purchases of property and equipment</p></td><td style=\"text-align:left;\"><p>($268)</p></td><td style=\"text-align:left;\"><p>($300)</p></td><td style=\"text-align:left;\"><p>($291)</p></td><td style=\"text-align:left;\"><p>($282)</p></td><td style=\"text-align:left;\"><p>($409)</p></td><td style=\"text-align:left;\"><p>53%</p></td></tr><tr><td style=\"text-align:left;\"><p>Free Cash Flow</p></td><td style=\"text-align:left;\"><p>$2,643</p></td><td style=\"text-align:left;\"><p>$6,048</p></td><td style=\"text-align:left;\"><p>$7,042</p></td><td style=\"text-align:left;\"><p>$11,217</p></td><td style=\"text-align:left;\"><p>$14,936</p></td><td style=\"text-align:left;\"><p>465%</p></td></tr><tr><td style=\"text-align:left;\"><p>Free Cash Flow % Of Net Revenues</p></td><td style=\"text-align:left;\"><p>37%</p></td><td style=\"text-align:left;\"><p>45%</p></td><td style=\"text-align:left;\"><p>39%</p></td><td style=\"text-align:left;\"><p>51%</p></td><td style=\"text-align:left;\"><p>57%</p></td><td style=\"text-align:left;\"><p>56%</p></td></tr></tbody></table><p>Click to enlarge</p><h2 id=\"id_715056828\"></h2><p><em>(Source: Author.)</em></p><h2 id=\"id_2834263500\"></h2><h2 id=\"id_3091415155\">AMD’s valuation</h2><p>I like AMD chiefly because of its underdog status and its lower valuation relative to Nvidia. AMD is actually expected to grow its EPS faster than Nvidia over the long term, chiefly in my opinion because AMD&#39;s GPU development pipeline has been trailing behind Nvidia. AMD, therefore, has considerable &#34;catch-up&#34; and revaluation potential. The same is true for Intel (INTC), which only recently launched its own AI chips, the Gaudi 3 AI accelerator, for the enterprise market. In the case of Intel, I believe the market is much too bearish, which is reflected in the company&#39;s low P/E ratio.</p><p>Currently, shares of AMD are valued at a price-to-earnings ratio of 29.5X, which Nvidia surpasses with an earnings multiplier of 35.6X. Intel is by far the cheapest chipmaker with a P/E ratio of 15.8X, but Intel has had its own problems, including delayed processor launches. Nvidia did grow its Data Center and consolidated revenues a lot faster than AMD and Intel in recent quarters, but AMD is catching up here and has a very attractive risk setup given the Instinct MI accelerator pipeline.</p><p>I believe AMD could trade at Nvidia&#39;s P/E of 35-36X if the company executes well with its Instinct chip releases, demand for GPUs remain high and AMD sees a significant free cash flow margin catalyst tied to its accelerating Instinct accelerator pipeline. A 35-36X P/E ratio for AMD implies a fair value range of $195-200. The aggressive product roadmap regarding GPU releases and associated FCF catalyst is why I am upgrading shares of AMD to buy.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c4ace60f9319b6143e6f4c80c4890b22\" tg-width=\"635\" tg-height=\"559\"/></p><p>Data by YCharts</p><p></p><h2 id=\"id_836710978\">Risks with AMD</h2><p>AMD is trailing behind Nvidia in terms of GPU-related revenue growth and market share, but AMD does have an opportunity to narrow the gap between its fiercest competitor through the successive launches of new Instinct chips... that are coming to market at a time of escalating demand. Since AMD has still not really benefited from the ramp of Instinct MI300 accelerator sales (given that shipments only started in Q1 &#39;24), the company is set for a serious free cash flow upswing going forward. What would change my mind about AMD is if the company were to see weakening demand for its flagship Instinct MI300 chips, and if AMD and Nvidia were to see drastically falling GPU prices.</p><h2 id=\"id_2153574419\">Final thoughts</h2><p>AMD is currently the underdog in the AI GPU market, which Nvidia easily controls and dominates. However, AMD is not sleeping at the wheel and is set to debut a number of AI-focused processors that could lead to an acceleration of the company’s top line/free cash flow growth and help the chipmaker narrow the gap between itself and Nvidia. Importantly, I believe AMD has a valuation advantage over Nvidia, although the chipmaker is not growing its top line as quickly as its biggest rival in the market.</p><p>I really like AMD’s underdog status in the AI market, and believe that the upcoming launch of AI-supportive processors and new GPUs of the Instinct Series could make AMD more attractive from a free cash flow point of view. With a P/E ratio of less than 30X, AMD’s risk profile is heavily skewed to the upside!</p></body></html>","source":"seekingalpha","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>AMD: AI GPU Underdog With Serious Catalysts (Rating Upgrade)</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\">\nAMD: AI GPU Underdog With Serious Catalysts (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-06 14:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4702621-amd-ai-gpu-underdog-with-serious-catalysts-rating-upgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices, Inc. shares have seriously lagged Nvidia, but the company is set to debut new AI products and ramp up Instinct MI300 shipments in FY 2024.AMD's accelerated GPU roadmap is a key...</p>\n\n<a href=\"https://seekingalpha.com/article/4702621-amd-ai-gpu-underdog-with-serious-catalysts-rating-upgrade\">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","AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4702621-amd-ai-gpu-underdog-with-serious-catalysts-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2449215284","content_text":"Advanced Micro Devices, Inc. shares have seriously lagged Nvidia, but the company is set to debut new AI products and ramp up Instinct MI300 shipments in FY 2024.AMD's accelerated GPU roadmap is a key reason for my upgrade to buy.New AI GPUs from AMD are set to challenge Nvidia's market dominance and could translate to serious free cash flow upside.AMD's lower valuation compared to Nvidia and upcoming product launches make it an attractive investment option.MF3dShares of Advanced Micro Devices, Inc. (NASDAQ:AMD) have risen more than 41% in the last year, but are still widely trailing behind Nvidia Corporation (NVDA), which absolutely crushed expectations in the last year. Although AMD is lagging Nvidia in terms of its GPU proposition, the company is set to debut new products and ramp up shipments of the Instinct MI300X accelerator in FY 2024, which is meant to support AI workloads. AMD is also accelerating its GPU roadmap and looks to launch new Instinct chips in Q4 '24 as well as FY 2025. These products are set to create significant top line and free cash flow tailwinds for AMD, and could help narrow the gap between AMD's and Nvidia's valuation!Data by YChartsPrevious ratingI rated shares of AMD a hold in February 2024 -- AMD Could Soon Have Its 'Nvidia Moment' -- as AMD benefits from a tipping point in AI… which means companies are accelerating spending on the companies’ AI chips to scale their own businesses. AMD last month revealed two more processors that will be launched, the AMD Ryzen AI 300 Series processors which are built on AMD’s XDNA 2 architecture, as well as the AMD Ryzen 9000 Series processors for desktops that are built on the AMD Zen 5 architecture. AMD is also accelerating efforts to increase the line-up of its Instinct accelerators, which could lead to significant free cash flow tailwinds.New product launches are set to challenge NvidiaAMD is going to launch two processors in the near term, the AI 300 Series for laptops (set to launch July 17, 2024) and the Ryzen 9000 Series processors for desktops (shipments to start in August 2024). The AI 300 Series is aimed at content creators that need to handle demanding AI workloads. Both chips could provide tailwinds and catalysts for the company's main processor business.More importantly, however, AMD said in Q2'24 that it is accelerating its GPU product pipeline in a bid to become more competitive with Nvidia's H100. AMD already launched the Instinct MI300X accelerator earlier this year, which is meant to directly challenge Nvidia's leading position in the Data Center GPU market. Nvidia is leading the market by a mile, which has translated to soaring profits for the chipmaker: Profit Explosion And Stock Split Are Game-Changers.As per information from Wells Fargo, Nvidia continues to have a massive 94% share in the Data Center GPU market. AMD is trailing far behind with a market share of slightly more than 4%, but the increasing density of AMD’s AI chip line-up could mount an effective challenge here and take some market share away from Nvidia in the coming quarters.Wells Fargo, Eric FlaningamThe reason I say this is that demand for AI GPUs is soaring, and Nvidia alone cannot fill the demand. With demand outstripping supply, AMD could be a big beneficiary here as it accelerates its own product release pipeline and its MI300 accelerator shipments likely picked up in Q2 '24. AMD is further looking to release the AMD Instinct MI325X accelerator in Q4 '24 and the AMD Instinct MI350 Series in FY 2025.The MI350 Series, according to information provided by AMD, offers \"up to a 35x increase in AI inference performance compared to AMD Instinct MI300 Series\" which could make AMD's chips increasingly interesting as an alternative to the high-priced H100 chips that Nvidia is selling. The AMD Instinct MI400 series is expected to debut in FY 2026, meaning AMD is moving closer to a yearly release cycle for its GPU products.AMD is looking at a massive free cash flow rampAMD said in its last earnings report that it is seeing strong demand for the Instinct MI300 accelerator, and the chipmaker could be on track to see a serious ramp in free cash flow in the next several years. Its guidance for Data Center GPU revenue is more than $4.0B for FY 2024 and I would not be surprised to see a doubling of GPU-related revenues next year given how strong the demand for these products is right now.AMD only saw 2% revenue growth, year over year, in the last quarter, while Nvidia crushed it with a 262% Y/Y increase. However, as AMD accelerated its Instinct MI300 shipments in Q2'24, AMD could be set to see much stronger revenue and free cash flow tailwinds than in the last quarter. This doesn't mean that AMD will overtake Nvidia in the data center GPU market in the near term, but AMD's free cash flow growth potential may be potentially underrated here.AMD generated just $379M in free cash flow in the last quarter, which calculates to a FCF margin of 7% while Nvidia crushed it with $14.9B in FCF and a margin of 57%. Nevertheless, AMD's free cash flow margin has improved from 4% in Q4 '23 to Q1 '24, in part due to the shipments of high-margin Instinct MI300 processors.With GPU-related revenues potentially doubling next year to $8.0B (my personal estimate given the enormous supply demand imbalance in the GPU market), AMD is set to see a significant improvement in its free cash flow as well. AMD's consensus top-line forecast for next year implies 28% year-over-year growth and $33B in revenues.An increase in the free cash flow margin to a moderate ~15%, which is not an aggressive assumption considering the strength of demand for Data Center GPUs, could therefore imply a total free cash flow potential of close to $5.0B in FY 2025. This expansion in free cash flow margins could mainly be driven by ramping up volume shipments of the Instinct MI300 chip (plus launch of the mentioned new CPUs) as well as pricing strength for Data Center GPUs.As AMD only achieved about $1.1B in free cash flow in FY 2023, the chipmaker could be on track to 4X its free cash flow by the end of FY 2025. This implied growth in AMD's free cash flow may be underrated, in my opinion, as the market is mainly focused on the leading top-line growth rates and FCF margins of Nvidia.AMD, $millionsQ1'23Q2'23Q3'23Q4'23Q1'24Y/Y GrowthRevenue$5,353$5,359$5,800$6,168$5,4732%GAAP net cash provided by operating activities$486$379$421$381$5217%Purchases of property and equipment($158)($125)($124)($139)($142)-10%Free Cash Flow$328$254$297$242$37916%Free Cash Flow % Of Net Revenues6%5%5%4%7%13%Nvidia, $millionsFQ1'24FQ2'24FQ3'24FQ4'24FQ1'25Y/Y GrowthRevenue$7,192$13,507$18,120$22,103$26,044262%GAAP net cash provided by operating activities$2,911$6,348$7,333$11,499$15,345427%Purchases of property and equipment($268)($300)($291)($282)($409)53%Free Cash Flow$2,643$6,048$7,042$11,217$14,936465%Free Cash Flow % Of Net Revenues37%45%39%51%57%56%Click to enlarge(Source: Author.)AMD’s valuationI like AMD chiefly because of its underdog status and its lower valuation relative to Nvidia. AMD is actually expected to grow its EPS faster than Nvidia over the long term, chiefly in my opinion because AMD's GPU development pipeline has been trailing behind Nvidia. AMD, therefore, has considerable \"catch-up\" and revaluation potential. The same is true for Intel (INTC), which only recently launched its own AI chips, the Gaudi 3 AI accelerator, for the enterprise market. In the case of Intel, I believe the market is much too bearish, which is reflected in the company's low P/E ratio.Currently, shares of AMD are valued at a price-to-earnings ratio of 29.5X, which Nvidia surpasses with an earnings multiplier of 35.6X. Intel is by far the cheapest chipmaker with a P/E ratio of 15.8X, but Intel has had its own problems, including delayed processor launches. Nvidia did grow its Data Center and consolidated revenues a lot faster than AMD and Intel in recent quarters, but AMD is catching up here and has a very attractive risk setup given the Instinct MI accelerator pipeline.I believe AMD could trade at Nvidia's P/E of 35-36X if the company executes well with its Instinct chip releases, demand for GPUs remain high and AMD sees a significant free cash flow margin catalyst tied to its accelerating Instinct accelerator pipeline. A 35-36X P/E ratio for AMD implies a fair value range of $195-200. The aggressive product roadmap regarding GPU releases and associated FCF catalyst is why I am upgrading shares of AMD to buy.Data by YChartsRisks with AMDAMD is trailing behind Nvidia in terms of GPU-related revenue growth and market share, but AMD does have an opportunity to narrow the gap between its fiercest competitor through the successive launches of new Instinct chips... that are coming to market at a time of escalating demand. Since AMD has still not really benefited from the ramp of Instinct MI300 accelerator sales (given that shipments only started in Q1 '24), the company is set for a serious free cash flow upswing going forward. What would change my mind about AMD is if the company were to see weakening demand for its flagship Instinct MI300 chips, and if AMD and Nvidia were to see drastically falling GPU prices.Final thoughtsAMD is currently the underdog in the AI GPU market, which Nvidia easily controls and dominates. However, AMD is not sleeping at the wheel and is set to debut a number of AI-focused processors that could lead to an acceleration of the company’s top line/free cash flow growth and help the chipmaker narrow the gap between itself and Nvidia. Importantly, I believe AMD has a valuation advantage over Nvidia, although the chipmaker is not growing its top line as quickly as its biggest rival in the market.I really like AMD’s underdog status in the AI market, and believe that the upcoming launch of AI-supportive processors and new GPUs of the Instinct Series could make AMD more attractive from a free cash flow point of view. With a P/E ratio of less than 30X, AMD’s risk profile is heavily skewed to the upside!","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355807259804024,"gmtCreate":1727869092875,"gmtModify":1727869096594,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"lake I! co's you!la","listText":"lake I! co's you!la","text":"lake I! co's you!la","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355807259804024","repostId":"1165239866","repostType":2,"repost":{"id":"1165239866","pubTimestamp":1727867348,"share":"https://ttm.financial/m/news/1165239866?lang=&edition=fundamental","pubTime":"2024-10-02 19:09","market":"us","language":"en","title":"Google Is Working on Reasoning AI, Chasing OpenAI's Efforts","url":"https://stock-news.laohu8.com/highlight/detail?id=1165239866","media":"Bloomberg","summary":"Google is working on artificial intelligence software that resembles the human ability to reason, similar to OpenAI’s o1, marking a new front in the rivalry between the tech giant and the fast-growing","content":"<html><head></head><body><p>Google is working on artificial intelligence software that resembles the human ability to reason, similar to OpenAI’s o1, marking a new front in the rivalry between the tech giant and the fast-growing startup.</p><p style=\"text-align: start;\">In recent months, multiple teams at Alphabet Inc.’s Google have been making progress on AI reasoning software, according to people with knowledge of the matter, who asked not to be identified because the information is private. Such software programs are more adept at solving multistep problems in fields such as math and computer programming.</p><p>AI researchers are pursuing reasoning models as they search for the next significant step forward in the technology. Like OpenAI, Google is trying to approximate human reasoning using a technique known as chain-of-thought prompting, according to two of the people. In this technique, which Google pioneered, the software pauses for a matter of seconds before responding to a written prompt while, behind the scenes and invisible to the user, it considers a number of related prompts and then summarizes what appears to be the best response.</p><p style=\"text-align: start;\">Google declined to comment on the effort.</p><p>Google and OpenAI have been locked in an intense fight for dominance in AI, particularly since the release of OpenAI’s ChatGPT, a popular chatbot that some investors worry will eventually obviate the need for Google search. Google has taken various steps to regain its lead, including merging its premier research labs to form the Google DeepMind unit and fortifying relationships between researchers and product teams. Yet the search giant continues to move more slowly when it comes to releasing AI products, pausing to consider ethical problems, the need to live up to the public’s expectations of trust in its brand, and the competing interests of multiple similar efforts in the vast organization.</p><p>Since OpenAI unveiled its o1 model, known internally as Strawberry, in mid-September, some in DeepMind have fretted that the company had fallen behind, according to another person with knowledge of the matter. But employees are no longer as concerned as they were following the launch of ChatGPT, now that Google has debuted some of its own work, the person said.</p><p>Despite the slower pace of Google’s product rollouts, it remains a formidable player, said Oren Etzioni, a veteran AI researcher who founded TrueMedia.org, a nonprofit dedicated to combating political disinformation.</p><p>“Technically it’s always been the case that Google’s capabilities were top notch. They were just more conservative in rolling things out,” Etzioni said. “It’s a marathon, and it’s anybody’s race to win.”</p><p>In July, Google showcased AlphaProof, which specializes in math reasoning, and AlphaGeometry 2, an updated version of a model focused on geometry that the company debuted earlier this year. The programs aced four of the six problems featured in the International Mathematical Olympiad, an annual competition in which students tackle topics such as algebra and geometry, Google said in a blog post.</p><p>At its developer conference in May, Google offered a glimpse of an AI assistant, Astra, which can use a phone’s camera to see the world around it and answer questions, such as telling a user where she had left her glasses. Google said some features of assistant may come to its flagship AI model, Gemini, toward the end of this year.</p><p>“Advanced mathematical reasoning is a critical capability for modern AI,” Google DeepMind CEO Demis Hassabis wrote in a post on social network X in July.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Google Is Working on Reasoning AI, Chasing OpenAI's Efforts</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\">\nGoogle Is Working on Reasoning AI, Chasing OpenAI's Efforts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-02 19:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-10-02/google-is-working-on-reasoning-ai-chasing-openai-s-efforts?srnd=phx-latest><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Google is working on artificial intelligence software that resembles the human ability to reason, similar to OpenAI’s o1, marking a new front in the rivalry between the tech giant and the fast-growing...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-02/google-is-working-on-reasoning-ai-chasing-openai-s-efforts?srnd=phx-latest\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.bloomberg.com/news/articles/2024-10-02/google-is-working-on-reasoning-ai-chasing-openai-s-efforts?srnd=phx-latest","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165239866","content_text":"Google is working on artificial intelligence software that resembles the human ability to reason, similar to OpenAI’s o1, marking a new front in the rivalry between the tech giant and the fast-growing startup.In recent months, multiple teams at Alphabet Inc.’s Google have been making progress on AI reasoning software, according to people with knowledge of the matter, who asked not to be identified because the information is private. Such software programs are more adept at solving multistep problems in fields such as math and computer programming.AI researchers are pursuing reasoning models as they search for the next significant step forward in the technology. Like OpenAI, Google is trying to approximate human reasoning using a technique known as chain-of-thought prompting, according to two of the people. In this technique, which Google pioneered, the software pauses for a matter of seconds before responding to a written prompt while, behind the scenes and invisible to the user, it considers a number of related prompts and then summarizes what appears to be the best response.Google declined to comment on the effort.Google and OpenAI have been locked in an intense fight for dominance in AI, particularly since the release of OpenAI’s ChatGPT, a popular chatbot that some investors worry will eventually obviate the need for Google search. Google has taken various steps to regain its lead, including merging its premier research labs to form the Google DeepMind unit and fortifying relationships between researchers and product teams. Yet the search giant continues to move more slowly when it comes to releasing AI products, pausing to consider ethical problems, the need to live up to the public’s expectations of trust in its brand, and the competing interests of multiple similar efforts in the vast organization.Since OpenAI unveiled its o1 model, known internally as Strawberry, in mid-September, some in DeepMind have fretted that the company had fallen behind, according to another person with knowledge of the matter. But employees are no longer as concerned as they were following the launch of ChatGPT, now that Google has debuted some of its own work, the person said.Despite the slower pace of Google’s product rollouts, it remains a formidable player, said Oren Etzioni, a veteran AI researcher who founded TrueMedia.org, a nonprofit dedicated to combating political disinformation.“Technically it’s always been the case that Google’s capabilities were top notch. They were just more conservative in rolling things out,” Etzioni said. “It’s a marathon, and it’s anybody’s race to win.”In July, Google showcased AlphaProof, which specializes in math reasoning, and AlphaGeometry 2, an updated version of a model focused on geometry that the company debuted earlier this year. The programs aced four of the six problems featured in the International Mathematical Olympiad, an annual competition in which students tackle topics such as algebra and geometry, Google said in a blog post.At its developer conference in May, Google offered a glimpse of an AI assistant, Astra, which can use a phone’s camera to see the world around it and answer questions, such as telling a user where she had left her glasses. Google said some features of assistant may come to its flagship AI model, Gemini, toward the end of this year.“Advanced mathematical reasoning is a critical capability for modern AI,” Google DeepMind CEO Demis Hassabis wrote in a post on social network X in July.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325480154284192,"gmtCreate":1720492363993,"gmtModify":1720492372427,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"ULKTHQ LA and see&nbsp;","listText":"ULKTHQ LA and see&nbsp;","text":"ULKTHQ LA and see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/325480154284192","repostId":"1173404523","repostType":2,"repost":{"id":"1173404523","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":1720479600,"share":"https://ttm.financial/m/news/1173404523?lang=&edition=fundamental","pubTime":"2024-07-09 07:00","market":"us","language":"en","title":"Post-Bell | S&P 500 and Nasdaq Notch Record Highs; Chipmakers Shine; Tesla Stock's Win Streak Hits 9 Days","url":"https://stock-news.laohu8.com/highlight/detail?id=1173404523","media":"Tiger Newspress","summary":"The S&P 500 and Nasdaq notched record-high closes on Monday as investors awaited fresh inflation data, commentary from Federal Reserve Chair Jerome Powell and the start of quarterly earnings season.Ma","content":"<html><head></head><body><p>The S&amp;P 500 and Nasdaq notched record-high closes on Monday as investors awaited fresh inflation data, commentary from Federal Reserve Chair Jerome Powell and the start of quarterly earnings season.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The S&amp;P 500 climbed 0.10% to end the session at 5,572.85 points. The Nasdaq gained 0.28% to 18,403.74 points, while the Dow Jones Industrial Average declined 0.08% to 39,344.79 points.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ff94d7bfd684c9dbc6bf8db82453c514\" tg-width=\"377\" tg-height=\"200\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><strong><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></strong> - Tesla rose 0.6% to $252.94 after falling earlier in the session. The close higher for shares of the electric-vehicle maker markedthe ninth-straight session of gains. The stock turned positive for the year last week and is now up 1.8% in 2024. Al Root of <em>Barron’s </em>noted thatrecent gains for the shareshave them trading about 28% higher than analysts’ average price target of under $200.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/LCID\">Lucid</a></strong> - Lucid was up 7.9% aftersecond-quarter deliveriesrose to 2,394 vehicles, up 71% from a year earlier. Production in the period fell to 2,110 vehicles from 2,173.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/GLW\">Corning</a></strong> - Corning rose 12%. The specialty glassmakerraised its second-quarter financial guidanceahead of its earnings report later this month. Corning now expects core sales of about $3.6 billion, higher than previous guidance of roughly $3.4 billion, with core earnings at the “high end of or slightly above management’s guided range” of 42 cents to 46 cents a share, the company said.</p><p><strong><a href=\"https://laohu8.com/S/MORF\">Morphic Holding</a>,</strong> <strong><a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a></strong> - Morphic Holding surged 75.1% to $55.74 after Eli Lilly agreed to buy the biopharmaceutical company in a cash deal valued at about $3.2 billion. Eli Lilly will pay $57 a share for Morphic, which closed Friday at $31.84. Lilly shares rose 0.4%.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/INTC\">Intel</a></strong> - Shares of Intel jumped 6.2% to $33.99. The stock has risen six out of the past seven sessions. An analyst at Melius Research said Intel, as well as Apple and AMD, could shine in the second half of the yearas investors rotate into tech names that have yet to see large bounces from the attention around artificial intelligence.</p><p><strong><a href=\"https://laohu8.com/S/TSM\">TSMC</a></strong> - Shares of TSMC rose more than 1% on Monday to a record high, and have soared nearly 80% this year. The value of Taiwan Semiconductor’s American depositary receipts that trade in the U.S. did briefly hit $1 trillion Monday due to the ratio of ADRs to ordinary shares listed in Taiwan.</p><p><strong><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></strong> rose nearly 2%, and <strong><a href=\"https://laohu8.com/S/AMD\">AMD</a></strong> added 4%, lifting the Philadelphia semiconductor index 1.9%.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/BA\">Boeing</a></strong> - Boeing was up 0.6% on expectations that the aerospace company willplead guiltyto a criminal fraud charge related to the crashes in 2018 and 2019 of two 737 MAX jets that killed 346 people. The Wall Street Journal noted thatcompanies with felony convictionscan be suspended or barred as defense contractors. It said Boeing is expected to seek a waiver.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/PARA\">Paramount Global</a></strong> - Paramount Global was down 5.3% after the entertainment companyagreed to a deal to merge with Skydance Media. Skydance and investor RedBird Capital Partners agreed to spend more than $8 billion to acquire National Amusements, Paramount’s controlling shareholder, and invest in the new Paramount.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/NOW\">ServiceNow</a></strong> - ServiceNow fell 5% to $766.20 after shares of the digital workflow software company weredowngraded to Sell from Neutralat Guggenheim with a price target of $640. The analysts said that while they believe the company’s second-quarter report will be fine, they think the second half of the year “presents risk” to consensus subscription estimates, which could hurt the stock.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/SEDG\">SolarEdge</a></strong> - SolarEdge rose 9.3% to $27.37. Shares of the company, which produces technology for solar-panel installations, were upgraded to Neutral from Underperform with a price target of $29. The stock has fallen 70% this year.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/GBX\">Greenbrier</a></strong> - Greenbrier Cos., the railcar maker, declined 9.1% after its fiscal third-quarter earnings missed analysts’ estimates.</p><h2 id=\"id_3378142872\">Market News</h2><h3 id=\"id_3383660211\">Boeing to Plead Guilty to Fraud in US Probe of Fatal 737 MAX Crashes</h3><p>Boeing has agreed to plead guilty to a criminal fraud conspiracy charge to resolve a U.S. Justice Department investigation linked to two 737 MAX fatal crashes, the government said in court filing late on Sunday.</p><p>The plea, which requires a federal judge&#39;s approval, would brand the planemaker a convicted felon. Boeing will also pay a criminal fine of $243.6 million, the Justice Department (DOJ) said in a document filed in federal court in Texas that provided an overview of the agreement in principle.</p><p>The charge relates to two 737 MAX crashes in Indonesia and Ethiopia over a five-month period in 2018 and 2019 that killed 346 people and prompted the families of the victims to demand that Boeing face prosecution.</p><h3 id=\"id_3841366480\">Public Policy Favors $7 Billion Fee Award in Musk Pay Case, Tesla Shareholder&#39;s Lawyer Says</h3><p>A record $7 billion in attorneys&#39; fees for three firms that successfully challenged Elon Musk&#39;s $56 billion Tesla pay package provides an incentive for lawyers to hold corporate boards accountable, an attorney for a company shareholder told a Delaware judge on Monday.</p><p>For more than six hours, legal teams for the company and a shareholder sparred over how much to award to three law firms which represented Richard Tornetta, who owned nine shares of Tesla when he sued over Musk&#39;s pay package in 2018.</p><p>The fee Tornetta has asked for on behalf of the firms equals around $7.3 billion at Tesla&#39;s Monday stock price and amounts to a rate of roughly $370,000 for every hour worked by the 37 lawyers, associates and paralegals, court documents submitted by Tornetta&#39;s lawyers showed.</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>Post-Bell | S&P 500 and Nasdaq Notch Record Highs; Chipmakers Shine; Tesla Stock's Win Streak Hits 9 Days</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\">\nPost-Bell | S&P 500 and Nasdaq Notch Record Highs; Chipmakers Shine; Tesla Stock's Win Streak Hits 9 Days\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\">2024-07-09 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The S&amp;P 500 and Nasdaq notched record-high closes on Monday as investors awaited fresh inflation data, commentary from Federal Reserve Chair Jerome Powell and the start of quarterly earnings season.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The S&amp;P 500 climbed 0.10% to end the session at 5,572.85 points. The Nasdaq gained 0.28% to 18,403.74 points, while the Dow Jones Industrial Average declined 0.08% to 39,344.79 points.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ff94d7bfd684c9dbc6bf8db82453c514\" tg-width=\"377\" tg-height=\"200\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><strong><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></strong> - Tesla rose 0.6% to $252.94 after falling earlier in the session. The close higher for shares of the electric-vehicle maker markedthe ninth-straight session of gains. The stock turned positive for the year last week and is now up 1.8% in 2024. Al Root of <em>Barron’s </em>noted thatrecent gains for the shareshave them trading about 28% higher than analysts’ average price target of under $200.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/LCID\">Lucid</a></strong> - Lucid was up 7.9% aftersecond-quarter deliveriesrose to 2,394 vehicles, up 71% from a year earlier. Production in the period fell to 2,110 vehicles from 2,173.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/GLW\">Corning</a></strong> - Corning rose 12%. The specialty glassmakerraised its second-quarter financial guidanceahead of its earnings report later this month. Corning now expects core sales of about $3.6 billion, higher than previous guidance of roughly $3.4 billion, with core earnings at the “high end of or slightly above management’s guided range” of 42 cents to 46 cents a share, the company said.</p><p><strong><a href=\"https://laohu8.com/S/MORF\">Morphic Holding</a>,</strong> <strong><a href=\"https://laohu8.com/S/LLY\">Eli Lilly</a></strong> - Morphic Holding surged 75.1% to $55.74 after Eli Lilly agreed to buy the biopharmaceutical company in a cash deal valued at about $3.2 billion. Eli Lilly will pay $57 a share for Morphic, which closed Friday at $31.84. Lilly shares rose 0.4%.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/INTC\">Intel</a></strong> - Shares of Intel jumped 6.2% to $33.99. The stock has risen six out of the past seven sessions. An analyst at Melius Research said Intel, as well as Apple and AMD, could shine in the second half of the yearas investors rotate into tech names that have yet to see large bounces from the attention around artificial intelligence.</p><p><strong><a href=\"https://laohu8.com/S/TSM\">TSMC</a></strong> - Shares of TSMC rose more than 1% on Monday to a record high, and have soared nearly 80% this year. The value of Taiwan Semiconductor’s American depositary receipts that trade in the U.S. did briefly hit $1 trillion Monday due to the ratio of ADRs to ordinary shares listed in Taiwan.</p><p><strong><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a></strong> rose nearly 2%, and <strong><a href=\"https://laohu8.com/S/AMD\">AMD</a></strong> added 4%, lifting the Philadelphia semiconductor index 1.9%.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/BA\">Boeing</a></strong> - Boeing was up 0.6% on expectations that the aerospace company willplead guiltyto a criminal fraud charge related to the crashes in 2018 and 2019 of two 737 MAX jets that killed 346 people. The Wall Street Journal noted thatcompanies with felony convictionscan be suspended or barred as defense contractors. It said Boeing is expected to seek a waiver.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/PARA\">Paramount Global</a></strong> - Paramount Global was down 5.3% after the entertainment companyagreed to a deal to merge with Skydance Media. Skydance and investor RedBird Capital Partners agreed to spend more than $8 billion to acquire National Amusements, Paramount’s controlling shareholder, and invest in the new Paramount.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/NOW\">ServiceNow</a></strong> - ServiceNow fell 5% to $766.20 after shares of the digital workflow software company weredowngraded to Sell from Neutralat Guggenheim with a price target of $640. The analysts said that while they believe the company’s second-quarter report will be fine, they think the second half of the year “presents risk” to consensus subscription estimates, which could hurt the stock.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/SEDG\">SolarEdge</a></strong> - SolarEdge rose 9.3% to $27.37. Shares of the company, which produces technology for solar-panel installations, were upgraded to Neutral from Underperform with a price target of $29. The stock has fallen 70% this year.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/GBX\">Greenbrier</a></strong> - Greenbrier Cos., the railcar maker, declined 9.1% after its fiscal third-quarter earnings missed analysts’ estimates.</p><h2 id=\"id_3378142872\">Market News</h2><h3 id=\"id_3383660211\">Boeing to Plead Guilty to Fraud in US Probe of Fatal 737 MAX Crashes</h3><p>Boeing has agreed to plead guilty to a criminal fraud conspiracy charge to resolve a U.S. Justice Department investigation linked to two 737 MAX fatal crashes, the government said in court filing late on Sunday.</p><p>The plea, which requires a federal judge&#39;s approval, would brand the planemaker a convicted felon. Boeing will also pay a criminal fine of $243.6 million, the Justice Department (DOJ) said in a document filed in federal court in Texas that provided an overview of the agreement in principle.</p><p>The charge relates to two 737 MAX crashes in Indonesia and Ethiopia over a five-month period in 2018 and 2019 that killed 346 people and prompted the families of the victims to demand that Boeing face prosecution.</p><h3 id=\"id_3841366480\">Public Policy Favors $7 Billion Fee Award in Musk Pay Case, Tesla Shareholder&#39;s Lawyer Says</h3><p>A record $7 billion in attorneys&#39; fees for three firms that successfully challenged Elon Musk&#39;s $56 billion Tesla pay package provides an incentive for lawyers to hold corporate boards accountable, an attorney for a company shareholder told a Delaware judge on Monday.</p><p>For more than six hours, legal teams for the company and a shareholder sparred over how much to award to three law firms which represented Richard Tornetta, who owned nine shares of Tesla when he sued over Musk&#39;s pay package in 2018.</p><p>The fee Tornetta has asked for on behalf of the firms equals around $7.3 billion at Tesla&#39;s Monday stock price and amounts to a rate of roughly $370,000 for every hour worked by the 37 lawyers, associates and paralegals, court documents submitted by Tornetta&#39;s lawyers showed.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GLW":"康宁","LLY":"礼来",".DJI":"道琼斯","LCID":"Lucid Group Inc","NOW":"ServiceNow","AMD":"美国超微公司","BA":"波音","PARA":"Paramount Global","TSLA":"特斯拉","INTC":"英特尔","SEDG":"SolarEdge Technologies, Inc.",".IXIC":"NASDAQ Composite","NVDA":"英伟达","TSM":"台积电",".SPX":"S&P 500 Index","MORF":"Morphic Holding, Inc.","GBX":"格林布赖尔","SOX":"费城半导体指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173404523","content_text":"The S&P 500 and Nasdaq notched record-high closes on Monday as investors awaited fresh inflation data, commentary from Federal Reserve Chair Jerome Powell and the start of quarterly earnings season.Market SnapshotThe S&P 500 climbed 0.10% to end the session at 5,572.85 points. The Nasdaq gained 0.28% to 18,403.74 points, while the Dow Jones Industrial Average declined 0.08% to 39,344.79 points.Market MoversTesla - Tesla rose 0.6% to $252.94 after falling earlier in the session. The close higher for shares of the electric-vehicle maker markedthe ninth-straight session of gains. The stock turned positive for the year last week and is now up 1.8% in 2024. Al Root of Barron’s noted thatrecent gains for the shareshave them trading about 28% higher than analysts’ average price target of under $200.Lucid - Lucid was up 7.9% aftersecond-quarter deliveriesrose to 2,394 vehicles, up 71% from a year earlier. Production in the period fell to 2,110 vehicles from 2,173.Corning - Corning rose 12%. The specialty glassmakerraised its second-quarter financial guidanceahead of its earnings report later this month. Corning now expects core sales of about $3.6 billion, higher than previous guidance of roughly $3.4 billion, with core earnings at the “high end of or slightly above management’s guided range” of 42 cents to 46 cents a share, the company said.Morphic Holding, Eli Lilly - Morphic Holding surged 75.1% to $55.74 after Eli Lilly agreed to buy the biopharmaceutical company in a cash deal valued at about $3.2 billion. Eli Lilly will pay $57 a share for Morphic, which closed Friday at $31.84. Lilly shares rose 0.4%.Intel - Shares of Intel jumped 6.2% to $33.99. The stock has risen six out of the past seven sessions. An analyst at Melius Research said Intel, as well as Apple and AMD, could shine in the second half of the yearas investors rotate into tech names that have yet to see large bounces from the attention around artificial intelligence.TSMC - Shares of TSMC rose more than 1% on Monday to a record high, and have soared nearly 80% this year. The value of Taiwan Semiconductor’s American depositary receipts that trade in the U.S. did briefly hit $1 trillion Monday due to the ratio of ADRs to ordinary shares listed in Taiwan.Nvidia rose nearly 2%, and AMD added 4%, lifting the Philadelphia semiconductor index 1.9%.Boeing - Boeing was up 0.6% on expectations that the aerospace company willplead guiltyto a criminal fraud charge related to the crashes in 2018 and 2019 of two 737 MAX jets that killed 346 people. The Wall Street Journal noted thatcompanies with felony convictionscan be suspended or barred as defense contractors. It said Boeing is expected to seek a waiver.Paramount Global - Paramount Global was down 5.3% after the entertainment companyagreed to a deal to merge with Skydance Media. Skydance and investor RedBird Capital Partners agreed to spend more than $8 billion to acquire National Amusements, Paramount’s controlling shareholder, and invest in the new Paramount.ServiceNow - ServiceNow fell 5% to $766.20 after shares of the digital workflow software company weredowngraded to Sell from Neutralat Guggenheim with a price target of $640. The analysts said that while they believe the company’s second-quarter report will be fine, they think the second half of the year “presents risk” to consensus subscription estimates, which could hurt the stock.SolarEdge - SolarEdge rose 9.3% to $27.37. Shares of the company, which produces technology for solar-panel installations, were upgraded to Neutral from Underperform with a price target of $29. The stock has fallen 70% this year.Greenbrier - Greenbrier Cos., the railcar maker, declined 9.1% after its fiscal third-quarter earnings missed analysts’ estimates.Market NewsBoeing to Plead Guilty to Fraud in US Probe of Fatal 737 MAX CrashesBoeing has agreed to plead guilty to a criminal fraud conspiracy charge to resolve a U.S. Justice Department investigation linked to two 737 MAX fatal crashes, the government said in court filing late on Sunday.The plea, which requires a federal judge's approval, would brand the planemaker a convicted felon. Boeing will also pay a criminal fine of $243.6 million, the Justice Department (DOJ) said in a document filed in federal court in Texas that provided an overview of the agreement in principle.The charge relates to two 737 MAX crashes in Indonesia and Ethiopia over a five-month period in 2018 and 2019 that killed 346 people and prompted the families of the victims to demand that Boeing face prosecution.Public Policy Favors $7 Billion Fee Award in Musk Pay Case, Tesla Shareholder's Lawyer SaysA record $7 billion in attorneys' fees for three firms that successfully challenged Elon Musk's $56 billion Tesla pay package provides an incentive for lawyers to hold corporate boards accountable, an attorney for a company shareholder told a Delaware judge on Monday.For more than six hours, legal teams for the company and a shareholder sparred over how much to award to three law firms which represented Richard Tornetta, who owned nine shares of Tesla when he sued over Musk's pay package in 2018.The fee Tornetta has asked for on behalf of the firms equals around $7.3 billion at Tesla's Monday stock price and amounts to a rate of roughly $370,000 for every hour worked by the 37 lawyers, associates and paralegals, court documents submitted by Tornetta's lawyers showed.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368404824555744,"gmtCreate":1730984127175,"gmtModify":1730984131539,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"Glasco the good&nbsp;","listText":"Glasco the good&nbsp;","text":"Glasco the good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368404824555744","repostId":"1141256860","repostType":2,"repost":{"id":"1141256860","pubTimestamp":1730978681,"share":"https://ttm.financial/m/news/1141256860?lang=&edition=fundamental","pubTime":"2024-11-07 19:24","market":"us","language":"en","title":"Palantir Is Still Full Of Potential (Rating Upgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=1141256860","media":"Seeking Alpha","summary":"SummaryPalantir surprised the market with a 30% YoY revenue growth.I argue that this is not good news, it's great news. I expect this kind of growth to be sustainable, given what management has shown ","content":"<html><head></head><body><h2 id=\"id_1890305707\">Summary</h2><ul style=\"\"><li><p>Palantir surprised the market with a 30% YoY revenue growth.</p></li><li><p>I argue that this is not good news, it&#39;s great news. I expect this kind of growth to be sustainable, given what management has shown us is possible.</p></li><li><p>This article covers the Q3 earnings report, and takes a pulse on Palantir.</p></li><li><p>I am issuing an upgrade to strong buy on continued surprise strength, strong treasury, no debt, and continued profitability.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/554bfffe59edb9acf6bf12d15a231da8\" alt=\"Palantir Technologies\" title=\"Palantir Technologies\" tg-width=\"750\" tg-height=\"500\"/><span>Palantir Technologies</span></p><h2 id=\"id_3449696349\">Introduction</h2><p>I first recommended Palantir Technologies Inc. (NYSE:PLTR) back in June with a buy rating, when I wrote <em>Don&#39;t Underestimate Palantir&#39;s B2B Prowess.</em> Since then, the stock has more than doubled.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/624e1a42c17afbebccd92f5647532e59\" alt=\"Author&#39;s past article\" title=\"Author&#39;s past article\" tg-width=\"640\" tg-height=\"176\"/><span>Author&#39;s past article</span></p><p style=\"text-align: left;\"><strong>Seeking Alpha</strong></p><p></p><p>I am personally long Palantir; I bought in shortly after the article was published, and am also up over 100% since then. However, I&#39;m not necessarily here to gloat, but to cover Palantir&#39;s Q3 earnings report, which was released this week, and resulted in a resounding approval from the market.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/131ddcee125056a19844c4564a23756c\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"424\"/><span>Chart</span></p><p>Data by YCharts</p><p></p><p>That single day jump was close to 15%, which was an exciting day. Palantir has now eclipsed its former heights and reached a new one.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7d42975966f9428ed63e84427acacb5c\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"424\"/><span>Chart</span></p><p>Data by YCharts</p><p></p><h2 id=\"id_3453436128\">Short History</h2><p>&#34;Data analytics&#34; is a rather vague term, and much of Palantir&#39;s business is obfuscated through that kind of hand-waving jargon. For example, here is Palantir&#39;s explanation of what they do, from their website,</p><blockquote><p>We build software that empowers organizations to effectively integrate their data, decisions, and operations.</p></blockquote><p>The best way I can put it for the majority of readers to understand: Palantir develops software that is designed to be the backbone of a corporation. All of their data is fed into this software (which I&#39;m going to call an &#34;operating system&#34; or &#34;OS&#34; from here on out), and then the software analyzes that data using AI models and proprietary algorithms to find deficiencies, misallocated resources, and inefficient processes. The OS then enables &#34;operators&#34; (from businesses to governments to NGOs) to resolve these issues and streamline their operations from top to bottom.</p><p>The primary &#34;skill&#34; being employed by the software is pattern recognition. The Palantir platforms can pour through millions of data points and &#34;find the needle in the haystack&#34; so to speak; that is, some pattern in the data that human operators missed or didn&#39;t have the resources or time to manual pour over. In our world, the pool of data on individuals and in the world climbs every day.</p><p>They&#39;ve got a few big accomplishments under their belt from their 20-year tenure in the data business:</p><ul style=\"\"><li><p>An early investment from the CIA&#39;s venture capital fund, In-Q-Tel</p></li><li><p>Uncovered &#34;GhostNet,&#34; a Chinese-based spy ring of nearly 1,300 infected computers that had infiltrated the Dalai Lama&#39;s office, a NATO system, and national embassies</p></li><li><p>Deployed across the Medicare and Medicaid networks to find fraud</p></li><li><p>Assisted in the location of Al-Qaeda leader and 9/11 orchestrator, Osama bin Laden</p></li><li><p>Its software was used to source records for Bernie Madoff&#39;s conviction</p></li><li><p>Current and former clients include the CIA, the Department of Homeland Security, the NSA, the FBI, the CDC, US Marine Corps, Air Force, and Special Operations Command; the FDA, Los Angeles PD, US ICE, the English NHS, and more</p></li></ul><h2 id=\"id_3495455647\">Welcome to the S&amp;P 500</h2><p>The announcement of the firm&#39;s inclusion into the S&amp;P 500 was a big one, as it lends more legitimacy to the company as well as provides a boost to the share price since funds that track the index will need to buy PLTR shares at their next rebalance (depending on the fund).</p><p>This kind of announcement hype is not always long-lived, so I am cautious of it, but for now, it is a boon to PLTR.</p><h2 id=\"id_3958142955\">Palantir Q3 Earnings</h2><p>Our third quarter results for PLTR were interesting, mostly because of the headline 30% boost to revenue.</p><p>Here&#39;s a quick overview of where the money came from and went to.</p><p><em>I really appreciate the author of this particular series, App Economy Insights on Threads.</em></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2044862224b3e0ba774debabcdc2ab82\" alt=\"Palantir revenue breakdown\" title=\"Palantir revenue breakdown\" tg-width=\"640\" tg-height=\"359\"/><span>Palantir revenue breakdown</span></p><p style=\"text-align: left;\"><strong>App Economy Insights</strong></p><p></p><p>Other notable performance metrics that management noted aside from the broad increase in business more generally are:</p><ul style=\"\"><li><p>Domestic revenue grew 44% YoY</p></li><li><p>Closed 104 deals over $1M in Q3</p></li><li><p>Rule of 40 score of 68% (a new high)</p></li><li><p>Partnership with Ukrainian government to work on de-mining operations</p></li><li><p>Expansion of Maven program with continued US funding</p></li></ul><h3 id=\"id_3151768832\">Financials</h3><p>Palantir continued to expand its commercial operations, one of the facets of PLTR that I am most bullish on, and expanded their revenue 13% QoQ, and 54% YoY. This was coupled with a 77% YoY increase in customer count, further diversifying their base and revenue streams. This assuages some customer concentration risk PLTR has with its US military business.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3143d4bdfc322a0f060a8d504770b6aa\" alt=\"PAlantir commercial stats\" title=\"PAlantir commercial stats\" tg-width=\"640\" tg-height=\"296\"/><span>PAlantir commercial stats</span></p><p style=\"text-align: left;\"><strong>Palantir</strong></p><p></p><p>Most importantly, we can see that the total value of the current commercial contracts has increased at a faster rate than customer count, showing us that these new customers are, on average, higher paying customers than existing ones. If all customers paid the same tabs, we should expect a linear relationship between these metrics.</p><p>I am also impressed with how much commercial revenue has grown, as it used to make up such a small piece of PLTR&#39;s overall, with the government contracts formally dominating their portfolio. Now, these two figures are almost neck-and-neck.</p><p>GAAP net income was up to $143M, up 100% YoY. GAAP EPS was at $0.06. This was great news, as profitability continues and strengthens. A doubling of GAAP earnings is a very positive sign for any company, and can justify a price movement of similar stature.</p><p>Alongside this, margins grew to 16%, from a several-year-low of nearly (40%). The turn-around time was quick, but we can see the trend slowing as we begin to approach diminishing returns on margin growth.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/717541253e65bd75a50b0f6717f87571\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"424\"/><span>Chart</span></p><p>Data by YCharts</p><p></p><p>This money, and the new heights in profit margins, is paid invested &#34;aggressively,&#34; as management put it in the earnings presentation. They say that this has brought their operating margin up to 38%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/01a4af53b04947a673e70a2a6d26defb\" alt=\"PLTR operating margins\" title=\"PLTR operating margins\" tg-width=\"640\" tg-height=\"678\"/><span>PLTR operating margins</span></p><p style=\"text-align: left;\"><strong>Palantir</strong></p><p></p><p>They ended Q3 with a ton of cash sitting on hand, and no debt to speak of. This is a great place for a business to be operating at, as it means that their solvency is without question. They ended the quarter with $4.6B in cash and equivalents.</p><p><em>For context, there are 25 countries with less cash in their foreign reserves.</em></p><h3 id=\"id_3480698685\">Expectations</h3><p>For the next quarter, PLTR is expecting a 5-6% QoQ increase in revenue, and a similar change in operating income. This would keep them on the right growth trajectory to continue justifying their valuation.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/03bd2c1fedfab6b24473e11c37e6ea26\" alt=\"PLTR expectations for Q4 revenue\" title=\"PLTR expectations for Q4 revenue\" tg-width=\"640\" tg-height=\"345\"/><span>PLTR expectations for Q4 revenue</span></p><p style=\"text-align: left;\"><strong>Palantir</strong></p><p></p><p>For FY 2024, they are projecting a 50% growth in commercial revenue, and FCF of $1B+, something they have yet to reach. Q4 will need to impress to keep these numbers up.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8817471bba2c735ff9932d3eafcd26fa\" alt=\"FY 2024 expectations for PLTR\" title=\"FY 2024 expectations for PLTR\" tg-width=\"640\" tg-height=\"635\"/><span>FY 2024 expectations for PLTR</span></p><p style=\"text-align: left;\"><strong>Palantir</strong></p><p></p><p>Other metrics to include is the total RPO, or remaining performance obligation, the amount they can expect to earn from, unfulfilled contracts. As they have added on more customers and more contracts, closing those 100+ deals, this figure has increased. Locking in contract value is a boon for PLTR, as it means they can project some level of forward earnings from these.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/96d97ec499888bb1d6670ad107e5c7ec\" alt=\"Palantir RPO\" title=\"Palantir RPO\" tg-width=\"640\" tg-height=\"187\"/><span>Palantir RPO</span></p><p style=\"text-align: left;\"><strong>Palantir</strong></p><p></p><h2 id=\"id_232847602\">Valuation</h2><p>Here is the elephant in the room. When stocks run up like PLTR has, they can let their valuations get away from them. Compared to its competitors, PLTR carries a high PE ratio.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b41369972a9166fb55ebc907cc9f742a\" alt=\"PLTR competitors\" title=\"PLTR competitors\" tg-width=\"640\" tg-height=\"174\"/><span>PLTR competitors</span></p><p style=\"text-align: left;\"><strong>Seeking Alpha</strong></p><p></p><p>To be fair, SA Quant rates all of them poorly from a valuation standpoint.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca310fde605fd272a8a006954546f21b\" alt=\"SA Quant grades for peers\" title=\"SA Quant grades for peers\" tg-width=\"640\" tg-height=\"154\"/><span>SA Quant grades for peers</span></p><p style=\"text-align: left;\"><strong>Seeking Alpha</strong></p><p></p><p>When we look at forward PE, we see a better side of the story, but still, one that shows PLTR as very overvalued compared to its peers. One would need to set this aside to be comfortable owning this stock.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/306e726f82099806f818c34da3ae97ad\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"507\"/><span>Chart</span></p><p>Data by YCharts</p><p></p><p>The biggest risk to PLTR is that it stands to fall much farther than its peers in the SaaS space because of this heightened pricing. If we enter a recession and PLTR&#39;s business slows, it may be hammered far worse than some competitors.</p><p>I believe that would only be a buy signal, however, as I am very bullish on PLTR and believe in its continued justification of its high valuation. With the kind of growth that it is projecting, it makes sense to value it above other, slower enterprises.</p><h2 id=\"id_1053050360\">Conclusion</h2><p>PLTR is a stock that has run up tremendously, but risks remain in its valuation. Q3 earnings were very impressive, with many of the &#34;must watch&#34; metrics like customer counts and contract value up over previous expectations. The headline 30% revenue growth shook markets and propelled PLTR to new heights. Whether it can maintain these heights is yet to be seen, but for now, it seems to justify its insanely high valuation.</p><p>Commercial customer growth, further integration into the armed forces, and heightened revenue are all very bullish factors for PLTR that have led me to give it an upgrade to a strong buy, as I believe that it will eventually justify its valuation and come back to Earth, but that it still has more room to run. The company has just joined the S&amp;P 500 and shows tremendous promise.</p><p>Just remember that risks still remain, especially with companies that have run up as much as PLTR has. It has a lot of room to potentially fall.</p><p>Thanks for reading.</p></body></html>","source":"seekingalpha","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>Palantir Is Still Full Of Potential (Rating Upgrade)</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\">\nPalantir Is Still Full Of Potential (Rating Upgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-07 19:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4733557-palantir-is-still-full-of-potential-rating-upgrade><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryPalantir surprised the market with a 30% YoY revenue growth.I argue that this is not good news, it's great news. I expect this kind of growth to be sustainable, given what management has shown ...</p>\n\n<a href=\"https://seekingalpha.com/article/4733557-palantir-is-still-full-of-potential-rating-upgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4733557-palantir-is-still-full-of-potential-rating-upgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1141256860","content_text":"SummaryPalantir surprised the market with a 30% YoY revenue growth.I argue that this is not good news, it's great news. I expect this kind of growth to be sustainable, given what management has shown us is possible.This article covers the Q3 earnings report, and takes a pulse on Palantir.I am issuing an upgrade to strong buy on continued surprise strength, strong treasury, no debt, and continued profitability.Palantir TechnologiesIntroductionI first recommended Palantir Technologies Inc. (NYSE:PLTR) back in June with a buy rating, when I wrote Don't Underestimate Palantir's B2B Prowess. Since then, the stock has more than doubled.Author's past articleSeeking AlphaI am personally long Palantir; I bought in shortly after the article was published, and am also up over 100% since then. However, I'm not necessarily here to gloat, but to cover Palantir's Q3 earnings report, which was released this week, and resulted in a resounding approval from the market.ChartData by YChartsThat single day jump was close to 15%, which was an exciting day. Palantir has now eclipsed its former heights and reached a new one.ChartData by YChartsShort History\"Data analytics\" is a rather vague term, and much of Palantir's business is obfuscated through that kind of hand-waving jargon. For example, here is Palantir's explanation of what they do, from their website,We build software that empowers organizations to effectively integrate their data, decisions, and operations.The best way I can put it for the majority of readers to understand: Palantir develops software that is designed to be the backbone of a corporation. All of their data is fed into this software (which I'm going to call an \"operating system\" or \"OS\" from here on out), and then the software analyzes that data using AI models and proprietary algorithms to find deficiencies, misallocated resources, and inefficient processes. The OS then enables \"operators\" (from businesses to governments to NGOs) to resolve these issues and streamline their operations from top to bottom.The primary \"skill\" being employed by the software is pattern recognition. The Palantir platforms can pour through millions of data points and \"find the needle in the haystack\" so to speak; that is, some pattern in the data that human operators missed or didn't have the resources or time to manual pour over. In our world, the pool of data on individuals and in the world climbs every day.They've got a few big accomplishments under their belt from their 20-year tenure in the data business:An early investment from the CIA's venture capital fund, In-Q-TelUncovered \"GhostNet,\" a Chinese-based spy ring of nearly 1,300 infected computers that had infiltrated the Dalai Lama's office, a NATO system, and national embassiesDeployed across the Medicare and Medicaid networks to find fraudAssisted in the location of Al-Qaeda leader and 9/11 orchestrator, Osama bin LadenIts software was used to source records for Bernie Madoff's convictionCurrent and former clients include the CIA, the Department of Homeland Security, the NSA, the FBI, the CDC, US Marine Corps, Air Force, and Special Operations Command; the FDA, Los Angeles PD, US ICE, the English NHS, and moreWelcome to the S&P 500The announcement of the firm's inclusion into the S&P 500 was a big one, as it lends more legitimacy to the company as well as provides a boost to the share price since funds that track the index will need to buy PLTR shares at their next rebalance (depending on the fund).This kind of announcement hype is not always long-lived, so I am cautious of it, but for now, it is a boon to PLTR.Palantir Q3 EarningsOur third quarter results for PLTR were interesting, mostly because of the headline 30% boost to revenue.Here's a quick overview of where the money came from and went to.I really appreciate the author of this particular series, App Economy Insights on Threads.Palantir revenue breakdownApp Economy InsightsOther notable performance metrics that management noted aside from the broad increase in business more generally are:Domestic revenue grew 44% YoYClosed 104 deals over $1M in Q3Rule of 40 score of 68% (a new high)Partnership with Ukrainian government to work on de-mining operationsExpansion of Maven program with continued US fundingFinancialsPalantir continued to expand its commercial operations, one of the facets of PLTR that I am most bullish on, and expanded their revenue 13% QoQ, and 54% YoY. This was coupled with a 77% YoY increase in customer count, further diversifying their base and revenue streams. This assuages some customer concentration risk PLTR has with its US military business.PAlantir commercial statsPalantirMost importantly, we can see that the total value of the current commercial contracts has increased at a faster rate than customer count, showing us that these new customers are, on average, higher paying customers than existing ones. If all customers paid the same tabs, we should expect a linear relationship between these metrics.I am also impressed with how much commercial revenue has grown, as it used to make up such a small piece of PLTR's overall, with the government contracts formally dominating their portfolio. Now, these two figures are almost neck-and-neck.GAAP net income was up to $143M, up 100% YoY. GAAP EPS was at $0.06. This was great news, as profitability continues and strengthens. A doubling of GAAP earnings is a very positive sign for any company, and can justify a price movement of similar stature.Alongside this, margins grew to 16%, from a several-year-low of nearly (40%). The turn-around time was quick, but we can see the trend slowing as we begin to approach diminishing returns on margin growth.ChartData by YChartsThis money, and the new heights in profit margins, is paid invested \"aggressively,\" as management put it in the earnings presentation. They say that this has brought their operating margin up to 38%.PLTR operating marginsPalantirThey ended Q3 with a ton of cash sitting on hand, and no debt to speak of. This is a great place for a business to be operating at, as it means that their solvency is without question. They ended the quarter with $4.6B in cash and equivalents.For context, there are 25 countries with less cash in their foreign reserves.ExpectationsFor the next quarter, PLTR is expecting a 5-6% QoQ increase in revenue, and a similar change in operating income. This would keep them on the right growth trajectory to continue justifying their valuation.PLTR expectations for Q4 revenuePalantirFor FY 2024, they are projecting a 50% growth in commercial revenue, and FCF of $1B+, something they have yet to reach. Q4 will need to impress to keep these numbers up.FY 2024 expectations for PLTRPalantirOther metrics to include is the total RPO, or remaining performance obligation, the amount they can expect to earn from, unfulfilled contracts. As they have added on more customers and more contracts, closing those 100+ deals, this figure has increased. Locking in contract value is a boon for PLTR, as it means they can project some level of forward earnings from these.Palantir RPOPalantirValuationHere is the elephant in the room. When stocks run up like PLTR has, they can let their valuations get away from them. Compared to its competitors, PLTR carries a high PE ratio.PLTR competitorsSeeking AlphaTo be fair, SA Quant rates all of them poorly from a valuation standpoint.SA Quant grades for peersSeeking AlphaWhen we look at forward PE, we see a better side of the story, but still, one that shows PLTR as very overvalued compared to its peers. One would need to set this aside to be comfortable owning this stock.ChartData by YChartsThe biggest risk to PLTR is that it stands to fall much farther than its peers in the SaaS space because of this heightened pricing. If we enter a recession and PLTR's business slows, it may be hammered far worse than some competitors.I believe that would only be a buy signal, however, as I am very bullish on PLTR and believe in its continued justification of its high valuation. With the kind of growth that it is projecting, it makes sense to value it above other, slower enterprises.ConclusionPLTR is a stock that has run up tremendously, but risks remain in its valuation. Q3 earnings were very impressive, with many of the \"must watch\" metrics like customer counts and contract value up over previous expectations. The headline 30% revenue growth shook markets and propelled PLTR to new heights. Whether it can maintain these heights is yet to be seen, but for now, it seems to justify its insanely high valuation.Commercial customer growth, further integration into the armed forces, and heightened revenue are all very bullish factors for PLTR that have led me to give it an upgrade to a strong buy, as I believe that it will eventually justify its valuation and come back to Earth, but that it still has more room to run. The company has just joined the S&P 500 and shows tremendous promise.Just remember that risks still remain, especially with companies that have run up as much as PLTR has. It has a lot of room to potentially fall.Thanks for reading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353226841698376,"gmtCreate":1727244096637,"gmtModify":1727244099816,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"gwjetuadut","listText":"gwjetuadut","text":"gwjetuadut","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353226841698376","repostId":"1127372415","repostType":2,"repost":{"id":"1127372415","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1727235417,"share":"https://ttm.financial/m/news/1127372415?lang=&edition=fundamental","pubTime":"2024-09-25 11:36","market":"us","language":"en","title":"Nvidia's AI Tech Hits The Tracks: Hitachi Rail Taps Into Real-Time Maintenance To Boost Reliability, Slash Costs","url":"https://stock-news.laohu8.com/highlight/detail?id=1127372415","media":"Benzinga","summary":"Hitachi Rail subsidiary of Hitachi has announced the integration of $NVIDIA Corp(NVDA)$ technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability","content":"<html><head></head><body><p>Hitachi Rail subsidiary of Hitachi has announced the integration of <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: Hitachi Rail, a global leader in transportation, is adopting Nvidia technology to enhance railway operations, reduce maintenance costs, and improve transit reliability, the company said in a news release on Monday.</p><p style=\"text-align: start;\">The company is incorporating the NVIDIA IGX platform into its HMAX system to process sensor and camera data in real time. This integration aims to expedite the detection of track issues, monitor power line degradation, and assess the health of trains and signaling equipment.</p><p>Hitachi Rail estimates that proactive maintenance is seven times less costly than emergency repairs. The company&#39;s existing AI systems have already reduced service delays by up to 20% and maintenance costs by up to 15%, while cutting energy consumption by up to 40%, according to Nvidia’s blog post.</p><p>Koji Agatsuma, Executive Director and CTO of Rail Vehicles at Hitachi Rail stated, “Using previous digital monitoring systems, it would take a few days to process the data and discover issues that need attention. If we can instead conduct real-time prediction using NVIDIA technology, that enables us to avoid service disruptions and significantly improve safety, reliability, and operating costs.”</p><p>The new AI applications, developed using NVIDIA AI Enterprise software, will be available through the HMAX platform. These tools will help operators monitor train fleets and infrastructure more efficiently, providing timely alerts and optimizing maintenance schedules.</p><p><strong>Why It Matters</strong>: The integration of Nvidia technology into Hitachi Rail’s operations is part of a broader trend of AI adoption in various industries. Recently, Nvidia’s stock surged following reports that CEO Jensen Huang had completed selling company shares under a trading plan earlier than expected.</p><p style=\"text-align: start;\">Moreover, Nvidia has been actively expanding its AI capabilities through strategic partnerships. For instance, Alibaba Group Holdings recently teamed up with Nvidia to enhance AI and autonomous driving technologies.</p><p style=\"text-align: start;\"><strong>Price Action</strong>: Nvidia’s stock closed at $120.87 on Tuesday, up 3.97% for the day. In after-hours trading, the stock continued to rise, up 0.76%. Year to date, Nvidia has surged by 150.92%.</p><p style=\"text-align: start;\">Meanwhile, Hitachi’s stock on the Japanese exchange is trading at 3,824 JPY, down 0.83%. Despite the day’s decline, Hitachi’s stock has risen by 88.00% year to date, according to data from Benzinga Pro.</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 AI Tech Hits The Tracks: Hitachi Rail Taps Into Real-Time Maintenance To Boost Reliability, Slash Costs</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 AI Tech Hits The Tracks: Hitachi Rail Taps Into Real-Time Maintenance To Boost Reliability, Slash Costs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-09-25 11:36</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hitachi Rail subsidiary of Hitachi has announced the integration of <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: Hitachi Rail, a global leader in transportation, is adopting Nvidia technology to enhance railway operations, reduce maintenance costs, and improve transit reliability, the company said in a news release on Monday.</p><p style=\"text-align: start;\">The company is incorporating the NVIDIA IGX platform into its HMAX system to process sensor and camera data in real time. This integration aims to expedite the detection of track issues, monitor power line degradation, and assess the health of trains and signaling equipment.</p><p>Hitachi Rail estimates that proactive maintenance is seven times less costly than emergency repairs. The company&#39;s existing AI systems have already reduced service delays by up to 20% and maintenance costs by up to 15%, while cutting energy consumption by up to 40%, according to Nvidia’s blog post.</p><p>Koji Agatsuma, Executive Director and CTO of Rail Vehicles at Hitachi Rail stated, “Using previous digital monitoring systems, it would take a few days to process the data and discover issues that need attention. If we can instead conduct real-time prediction using NVIDIA technology, that enables us to avoid service disruptions and significantly improve safety, reliability, and operating costs.”</p><p>The new AI applications, developed using NVIDIA AI Enterprise software, will be available through the HMAX platform. These tools will help operators monitor train fleets and infrastructure more efficiently, providing timely alerts and optimizing maintenance schedules.</p><p><strong>Why It Matters</strong>: The integration of Nvidia technology into Hitachi Rail’s operations is part of a broader trend of AI adoption in various industries. Recently, Nvidia’s stock surged following reports that CEO Jensen Huang had completed selling company shares under a trading plan earlier than expected.</p><p style=\"text-align: start;\">Moreover, Nvidia has been actively expanding its AI capabilities through strategic partnerships. For instance, Alibaba Group Holdings recently teamed up with Nvidia to enhance AI and autonomous driving technologies.</p><p style=\"text-align: start;\"><strong>Price Action</strong>: Nvidia’s stock closed at $120.87 on Tuesday, up 3.97% for the day. In after-hours trading, the stock continued to rise, up 0.76%. Year to date, Nvidia has surged by 150.92%.</p><p style=\"text-align: start;\">Meanwhile, Hitachi’s stock on the Japanese exchange is trading at 3,824 JPY, down 0.83%. Despite the day’s decline, Hitachi’s stock has risen by 88.00% year to date, according to data from Benzinga Pro.</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":"1127372415","content_text":"Hitachi Rail subsidiary of Hitachi has announced the integration of NVIDIA Corp technology to enhance its railway operations, aiming to reduce maintenance costs and improve transit reliability.What Happened: Hitachi Rail, a global leader in transportation, is adopting Nvidia technology to enhance railway operations, reduce maintenance costs, and improve transit reliability, the company said in a news release on Monday.The company is incorporating the NVIDIA IGX platform into its HMAX system to process sensor and camera data in real time. This integration aims to expedite the detection of track issues, monitor power line degradation, and assess the health of trains and signaling equipment.Hitachi Rail estimates that proactive maintenance is seven times less costly than emergency repairs. The company's existing AI systems have already reduced service delays by up to 20% and maintenance costs by up to 15%, while cutting energy consumption by up to 40%, according to Nvidia’s blog post.Koji Agatsuma, Executive Director and CTO of Rail Vehicles at Hitachi Rail stated, “Using previous digital monitoring systems, it would take a few days to process the data and discover issues that need attention. If we can instead conduct real-time prediction using NVIDIA technology, that enables us to avoid service disruptions and significantly improve safety, reliability, and operating costs.”The new AI applications, developed using NVIDIA AI Enterprise software, will be available through the HMAX platform. These tools will help operators monitor train fleets and infrastructure more efficiently, providing timely alerts and optimizing maintenance schedules.Why It Matters: The integration of Nvidia technology into Hitachi Rail’s operations is part of a broader trend of AI adoption in various industries. Recently, Nvidia’s stock surged following reports that CEO Jensen Huang had completed selling company shares under a trading plan earlier than expected.Moreover, Nvidia has been actively expanding its AI capabilities through strategic partnerships. For instance, Alibaba Group Holdings recently teamed up with Nvidia to enhance AI and autonomous driving technologies.Price Action: Nvidia’s stock closed at $120.87 on Tuesday, up 3.97% for the day. In after-hours trading, the stock continued to rise, up 0.76%. Year to date, Nvidia has surged by 150.92%.Meanwhile, Hitachi’s stock on the Japanese exchange is trading at 3,824 JPY, down 0.83%. Despite the day’s decline, Hitachi’s stock has risen by 88.00% year to date, according to data from Benzinga Pro.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":334782122635288,"gmtCreate":1722767213202,"gmtModify":1722767217218,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"wirgaur payru","listText":"wirgaur payru","text":"wirgaur payru","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334782122635288","repostId":"1172345782","repostType":2,"repost":{"id":"1172345782","pubTimestamp":1722731964,"share":"https://ttm.financial/m/news/1172345782?lang=&edition=fundamental","pubTime":"2024-08-04 08:39","market":"us","language":"en","title":"Breaking Down the Tech Giants’ AI Spending Surge","url":"https://stock-news.laohu8.com/highlight/detail?id=1172345782","media":"wall street journal","summary":"Alphabet, Amazon, Meta and Microsoft are placing ever-bigger bets on the artificial intelligence boom. Execs say they are just getting started.Big technology companies deepened their commitments to ar","content":"<html><head></head><body><blockquote><p>Alphabet, Amazon, Meta and Microsoft are placing ever-bigger bets on the artificial intelligence boom. Execs say they are just getting started.</p></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/719354e80612861ce34ebe5bc05d1d8f\" tg-width=\"1071\" tg-height=\"680\"/></p><p>Big technology companies deepened their commitments to artificial-intelligence efforts in the latest quarter, pouring billions of dollars into capital-spending projects and telling investors more is on the way.</p><p style=\"text-align: start;\">In earnings statements over the past two weeks, Amazon.com, Microsoft MSFT -2.07%decrease; red down pointing triangle, Facebook parent Meta Platforms and Google parent Alphabet GOOGL -2.40%decrease; red down pointing triangle each reported jumps in purchases of property and equipment, a measure of capital spending. For all but Meta META -1.93%decrease; red down pointing triangle, the latest quarterly figure was the highest in years.</p><p>The companies don’t disclose the share of outlays going toward AI-related initiatives, but executives tied the spending surge to investments in infrastructure required for developing the technology, such as data centers, servers and real estate. On calls with analysts, they also said the spending is expected to pay off over a number of years, and that the current risk is in investing too little in AI, rather than too much.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/64c99f09953eff53ba706c61d133ced7\" tg-width=\"1242\" tg-height=\"1322\"/></p><p>This isn’t the first time Big Tech has ramped up spending in an effort to get ahead. Amazon AMZN -8.78%decrease; red down pointing triangle invested heavily in its delivery network to meet demand during the Covid-19 pandemic, for example, though the company has recently shifted its spending focus from retail warehouses to data-center infrastructure.</p><p>Some companies said their capital spending was higher when you add expenses beyond the purchases of property and equipment. For example, Microsoft said that, including finance leases, its capital expenditures totaled $19 billion in its most recently completed quarter.</p><p>While the AI frenzy has helped send market values soaring for some of the largest players in the space, the stocks have turned lower recently following the large gains.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/39141650635b1e383c20038662121b11\" tg-width=\"1066\" tg-height=\"787\"/></p></body></html>","source":"wsj_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>Breaking Down the Tech Giants’ AI Spending Surge</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\">\nBreaking Down the Tech Giants’ AI Spending Surge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-04 08:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wsj.com/finance/stocks/breaking-down-the-tech-giants-ai-spending-surge-e282ca24?mod=lead_feature_below_a_pos1><strong>wall street journal</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alphabet, Amazon, Meta and Microsoft are placing ever-bigger bets on the artificial intelligence boom. Execs say they are just getting started.Big technology companies deepened their commitments to ...</p>\n\n<a href=\"https://www.wsj.com/finance/stocks/breaking-down-the-tech-giants-ai-spending-surge-e282ca24?mod=lead_feature_below_a_pos1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOG":"谷歌","META":"Meta Platforms, Inc.","AMZN":"亚马逊","MSFT":"微软"},"source_url":"https://www.wsj.com/finance/stocks/breaking-down-the-tech-giants-ai-spending-surge-e282ca24?mod=lead_feature_below_a_pos1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172345782","content_text":"Alphabet, Amazon, Meta and Microsoft are placing ever-bigger bets on the artificial intelligence boom. Execs say they are just getting started.Big technology companies deepened their commitments to artificial-intelligence efforts in the latest quarter, pouring billions of dollars into capital-spending projects and telling investors more is on the way.In earnings statements over the past two weeks, Amazon.com, Microsoft MSFT -2.07%decrease; red down pointing triangle, Facebook parent Meta Platforms and Google parent Alphabet GOOGL -2.40%decrease; red down pointing triangle each reported jumps in purchases of property and equipment, a measure of capital spending. For all but Meta META -1.93%decrease; red down pointing triangle, the latest quarterly figure was the highest in years.The companies don’t disclose the share of outlays going toward AI-related initiatives, but executives tied the spending surge to investments in infrastructure required for developing the technology, such as data centers, servers and real estate. On calls with analysts, they also said the spending is expected to pay off over a number of years, and that the current risk is in investing too little in AI, rather than too much.This isn’t the first time Big Tech has ramped up spending in an effort to get ahead. Amazon AMZN -8.78%decrease; red down pointing triangle invested heavily in its delivery network to meet demand during the Covid-19 pandemic, for example, though the company has recently shifted its spending focus from retail warehouses to data-center infrastructure.Some companies said their capital spending was higher when you add expenses beyond the purchases of property and equipment. For example, Microsoft said that, including finance leases, its capital expenditures totaled $19 billion in its most recently completed quarter.While the AI frenzy has helped send market values soaring for some of the largest players in the space, the stocks have turned lower recently following the large gains.","news_type":1},"isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":334781731131648,"gmtCreate":1722767127233,"gmtModify":1722767131157,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"Garuaoewj","listText":"Garuaoewj","text":"Garuaoewj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/334781731131648","repostId":"2456429491","repostType":2,"repost":{"id":"2456429491","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1722732121,"share":"https://ttm.financial/m/news/2456429491?lang=&edition=fundamental","pubTime":"2024-08-04 08:42","market":"hk","language":"en","title":"Lousy Jobs Report Forces Fed to Reckon With Hard Landing","url":"https://stock-news.laohu8.com/highlight/detail?id=2456429491","media":"Dow Jones","summary":"By Nick Timiraos and Paul KiernanThe script is being flipped for the U.S. economy.For 2 1/2 years, high inflation has drawn a nearly single-minded focus from the Federal Reserve and the White House as","content":"<html><head></head><body><p>By Nick Timiraos and Paul Kiernan</p><p>The script is being flipped for the U.S. economy.</p><p>For 2 1/2 years, high inflation has drawn a nearly single-minded focus from the Federal Reserve and the White House as the nation&#39;s foremost economic challenge.</p><p>But in the span of a week, punctuated by a surprisingly lackluster July hiring report on Friday that sent markets reeling, the labor market has become the locus of concern for economic policymakers in Washington.</p><p>Fed officials have spent the year trained on ensuring inflation moves down without causing unnecessary weakness, achieving a so-called soft landing. Given recent declines in inflation, &#34;Now the question is whether we are settling at full employment, or whether we are blowing through full employment. That&#39;s a critical question,&#34; said Chicago Fed President Austan Goolsbee in an interview Friday.</p><p>A broader economic slowdown, if it materializes in coming months, could also upend an already volatile presidential race between former President Donald Trump and Vice President Kamala Harris.</p><p>&#34;It goes without saying that if the economy rolls over, the odds of Harris becoming president would dwindle,&#34; said Marc Sumerlin, an economist who advised President George W. Bush.</p><p>Whether the latest data reflect an economic soft patch or a more ominous downturn could depend on how the Fed responds in the months ahead and whether lower interest rates shore up a slowing economy.</p><p>Fed Chair Jerome Powell this past week signaled a rate cut was likely at officials&#39; meeting next month. They voted Wednesday to hold their benchmark short-term rate steady at the highest level in two decades.</p><p>Inflation has fallen from a high of 7.1% two years ago to 2.5% in June, according to the Fed&#39;s preferred gauge. The unemployment rate rose to 4.3% in July, up from 4.1% in June and 3.7% at the beginning of the year.</p><p>&#34;Inflation is no longer the issue,&#34; said Laurence Meyer, a former Fed governor, in an interview Friday. &#34;The situation has just totally changed.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ccf69b319b57b106dce1ae3a0b6de8de\" alt=\"Fed Chair Jerome Powell signaled Wednesday at a news conference that a rate cut was likely in September. Photo: Kevin Mohatt/Reuters\" title=\"Fed Chair Jerome Powell signaled Wednesday at a news conference that a rate cut was likely in September. Photo: Kevin Mohatt/Reuters\" tg-width=\"700\" tg-height=\"466\"/><span>Fed Chair Jerome Powell signaled Wednesday at a news conference that a rate cut was likely in September. Photo: Kevin Mohatt/Reuters</span></p><p>Investors are afraid the Fed is running late. Friday&#39;s report shifts the debate from when officials will cut to how large their reduction next month should be: a traditional quarter-point cut or the larger half-point reduction, such as what occurred on the eve of recessions in 2001 and 2007.</p><h2 id=\"id_3600072568\">&#39;They look offsides&#39;</h2><p>Many analysts expect the Fed will cut rates by a quarter-point at each of its three remaining meetings this year. That would lower the Fed&#39;s rate to just above 4.5%, from its current 5.3%.</p><p>A handful of economists said Friday that the Fed will need to move faster to improve its odds of short-circuiting a downturn. That is because interest rates were raised last year to a level that aims to slow economic growth, as a driver presses down on the brake of a car.</p><p>If the economy is now slowing down more than the Fed anticipated, the central bank will need to set rates closer to a so-called neutral level, effectively taking its foot off the brake. While the neutral rate can&#39;t be observed, many economists think it might be between 3% and 4%.</p><p>Some weakness in the jobs report might have been exaggerated, said Michael Feroli, chief U.S. economist at JPMorgan. The higher unemployment rate reflected a big jump in people who faced a temporary, as opposed to permanent, layoff. While hiring has slowed this year, the unemployment rate has crept up in large part because more people who weren&#39;t previously looking for jobs have sought work.</p><p>Because Feroli thinks rates need to be closer to neutral relatively soon, he expects the Fed to cut rates by 1.25 percentage points this year, including by a half-point at each of its next two meetings in September and November.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b0d1ce4e215390862257822c0719f539\" alt=\"The campaign of former President Donald Trump seized on Friday’s jobs report as evidence of a looming recession. Photo: Spencer Platt/Getty Images\" title=\"The campaign of former President Donald Trump seized on Friday’s jobs report as evidence of a looming recession. Photo: Spencer Platt/Getty Images\" tg-width=\"700\" tg-height=\"466\"/><span>The campaign of former President Donald Trump seized on Friday’s jobs report as evidence of a looming recession. Photo: Spencer Platt/Getty Images</span></p><p>&#34;They look offsides,&#34; Feroli said. &#34;There is good reason to get back onsides here. I don&#39;t see the rationale for going slow, even if the data don&#39;t disappoint in a big way over the next six weeks.&#34;</p><h2 id=\"id_2922029984\">An underwater beach ball</h2><p>Already, a bond-market rally has lowered borrowing costs in anticipation of Fed cuts. (Bond yields fall when prices rise.) That is good news for would-be home buyers. The average 30-year mortgage rate tumbled to 6.4% on Friday, down from 6.86% a week earlier, according to Mortgage News Daily. Any boost in demand for housing might boost spending that cushions softness elsewhere in the economy.</p><p>A sustained stock-market downturn, however, could be perilous. The postpandemic expansion has been fueled to an unusual degree by strong growth in incomes and asset prices, such as lofty stocks -- as opposed to a more traditional boom in lending and credit growth.</p><p>Because a strong labor market and buoyant stock market have been critical growth engines, if both lose steam, the economy could sputter.</p><p>A related concern is that job-market weakness might be masked because companies that labored mightily to rehire workers after the pandemic are reluctant to let them go. A rapid shift in sentiment -- triggered, for example, by a significant stock-market rout -- could serve as a catalyst for firing workers and slashing investment plans.</p><p>Like a beach ball that shoots up after being held underwater, once sentiment flips and companies decide demand is too soft to keep those workers, joblessness would climb much faster than it has so far.</p><p>Facing somewhat weaker domestic growth, the European Central Bank and the Bank of Canada began cutting rates in June. The Bank of England joined them this past week.</p><h2 id=\"id_3787620058\">Election effects</h2><p>Negative economic headlines, a pickup in layoffs and continued stock-market turmoil would seriously set back Harris&#39;s campaign to keep Democratic control of the White House. Voters tend to punish incumbent presidents -- or their party -- when economic sentiment is heading south.</p><p>While an unemployment rate anywhere below 5% is historically low, the recent trend could matter more than the overall level. President Barack Obama was re-elected in 2012 with an unemployment rate that had edged just below 8% -- but had fallen from a high of 10% three years earlier.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fab54a942c39d676af194addd62504d9\" alt=\"A pickup in layoffs would pose a setback to Vice President Kamala Harris’s campaign. Photo: Edward m. Pio Roda/EPA/Shutterstock\" title=\"A pickup in layoffs would pose a setback to Vice President Kamala Harris’s campaign. Photo: Edward m. Pio Roda/EPA/Shutterstock\" tg-width=\"700\" tg-height=\"473\"/><span>A pickup in layoffs would pose a setback to Vice President Kamala Harris’s campaign. Photo: Edward m. Pio Roda/EPA/Shutterstock</span></p><p>And Democrats failed to maintain control of the White House in 2000 and 2016 despite an unemployment rate that had fallen to its lowest level in years.</p><p>The Trump campaign had already made the Biden administration&#39;s stewardship of a high-inflation economy a centerpiece of its bid for the White House. Higher unemployment would allow Republicans to launch a double-barreled attack.</p><p>Trump&#39;s campaign seized on Friday&#39;s data as evidence of &#34;a looming recession,&#34; calling it &#34;a five-alarm-fire jobs report.&#34;</p><p>Still, the current labor market can&#39;t reasonably be described as weak. Unfilled jobs outnumber unemployed workers, and layoffs have remained subdued. President Biden, in a statement after the jobs report, noted that nearly 16 million jobs had been created since he and Harris took office. The Harris campaign declined to comment further.</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>Lousy Jobs Report Forces Fed to Reckon With Hard Landing</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\">\nLousy Jobs Report Forces Fed to Reckon With Hard Landing\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-08-04 08:42</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>By Nick Timiraos and Paul Kiernan</p><p>The script is being flipped for the U.S. economy.</p><p>For 2 1/2 years, high inflation has drawn a nearly single-minded focus from the Federal Reserve and the White House as the nation&#39;s foremost economic challenge.</p><p>But in the span of a week, punctuated by a surprisingly lackluster July hiring report on Friday that sent markets reeling, the labor market has become the locus of concern for economic policymakers in Washington.</p><p>Fed officials have spent the year trained on ensuring inflation moves down without causing unnecessary weakness, achieving a so-called soft landing. Given recent declines in inflation, &#34;Now the question is whether we are settling at full employment, or whether we are blowing through full employment. That&#39;s a critical question,&#34; said Chicago Fed President Austan Goolsbee in an interview Friday.</p><p>A broader economic slowdown, if it materializes in coming months, could also upend an already volatile presidential race between former President Donald Trump and Vice President Kamala Harris.</p><p>&#34;It goes without saying that if the economy rolls over, the odds of Harris becoming president would dwindle,&#34; said Marc Sumerlin, an economist who advised President George W. Bush.</p><p>Whether the latest data reflect an economic soft patch or a more ominous downturn could depend on how the Fed responds in the months ahead and whether lower interest rates shore up a slowing economy.</p><p>Fed Chair Jerome Powell this past week signaled a rate cut was likely at officials&#39; meeting next month. They voted Wednesday to hold their benchmark short-term rate steady at the highest level in two decades.</p><p>Inflation has fallen from a high of 7.1% two years ago to 2.5% in June, according to the Fed&#39;s preferred gauge. The unemployment rate rose to 4.3% in July, up from 4.1% in June and 3.7% at the beginning of the year.</p><p>&#34;Inflation is no longer the issue,&#34; said Laurence Meyer, a former Fed governor, in an interview Friday. &#34;The situation has just totally changed.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ccf69b319b57b106dce1ae3a0b6de8de\" alt=\"Fed Chair Jerome Powell signaled Wednesday at a news conference that a rate cut was likely in September. Photo: Kevin Mohatt/Reuters\" title=\"Fed Chair Jerome Powell signaled Wednesday at a news conference that a rate cut was likely in September. Photo: Kevin Mohatt/Reuters\" tg-width=\"700\" tg-height=\"466\"/><span>Fed Chair Jerome Powell signaled Wednesday at a news conference that a rate cut was likely in September. Photo: Kevin Mohatt/Reuters</span></p><p>Investors are afraid the Fed is running late. Friday&#39;s report shifts the debate from when officials will cut to how large their reduction next month should be: a traditional quarter-point cut or the larger half-point reduction, such as what occurred on the eve of recessions in 2001 and 2007.</p><h2 id=\"id_3600072568\">&#39;They look offsides&#39;</h2><p>Many analysts expect the Fed will cut rates by a quarter-point at each of its three remaining meetings this year. That would lower the Fed&#39;s rate to just above 4.5%, from its current 5.3%.</p><p>A handful of economists said Friday that the Fed will need to move faster to improve its odds of short-circuiting a downturn. That is because interest rates were raised last year to a level that aims to slow economic growth, as a driver presses down on the brake of a car.</p><p>If the economy is now slowing down more than the Fed anticipated, the central bank will need to set rates closer to a so-called neutral level, effectively taking its foot off the brake. While the neutral rate can&#39;t be observed, many economists think it might be between 3% and 4%.</p><p>Some weakness in the jobs report might have been exaggerated, said Michael Feroli, chief U.S. economist at JPMorgan. The higher unemployment rate reflected a big jump in people who faced a temporary, as opposed to permanent, layoff. While hiring has slowed this year, the unemployment rate has crept up in large part because more people who weren&#39;t previously looking for jobs have sought work.</p><p>Because Feroli thinks rates need to be closer to neutral relatively soon, he expects the Fed to cut rates by 1.25 percentage points this year, including by a half-point at each of its next two meetings in September and November.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b0d1ce4e215390862257822c0719f539\" alt=\"The campaign of former President Donald Trump seized on Friday’s jobs report as evidence of a looming recession. Photo: Spencer Platt/Getty Images\" title=\"The campaign of former President Donald Trump seized on Friday’s jobs report as evidence of a looming recession. Photo: Spencer Platt/Getty Images\" tg-width=\"700\" tg-height=\"466\"/><span>The campaign of former President Donald Trump seized on Friday’s jobs report as evidence of a looming recession. Photo: Spencer Platt/Getty Images</span></p><p>&#34;They look offsides,&#34; Feroli said. &#34;There is good reason to get back onsides here. I don&#39;t see the rationale for going slow, even if the data don&#39;t disappoint in a big way over the next six weeks.&#34;</p><h2 id=\"id_2922029984\">An underwater beach ball</h2><p>Already, a bond-market rally has lowered borrowing costs in anticipation of Fed cuts. (Bond yields fall when prices rise.) That is good news for would-be home buyers. The average 30-year mortgage rate tumbled to 6.4% on Friday, down from 6.86% a week earlier, according to Mortgage News Daily. Any boost in demand for housing might boost spending that cushions softness elsewhere in the economy.</p><p>A sustained stock-market downturn, however, could be perilous. The postpandemic expansion has been fueled to an unusual degree by strong growth in incomes and asset prices, such as lofty stocks -- as opposed to a more traditional boom in lending and credit growth.</p><p>Because a strong labor market and buoyant stock market have been critical growth engines, if both lose steam, the economy could sputter.</p><p>A related concern is that job-market weakness might be masked because companies that labored mightily to rehire workers after the pandemic are reluctant to let them go. A rapid shift in sentiment -- triggered, for example, by a significant stock-market rout -- could serve as a catalyst for firing workers and slashing investment plans.</p><p>Like a beach ball that shoots up after being held underwater, once sentiment flips and companies decide demand is too soft to keep those workers, joblessness would climb much faster than it has so far.</p><p>Facing somewhat weaker domestic growth, the European Central Bank and the Bank of Canada began cutting rates in June. The Bank of England joined them this past week.</p><h2 id=\"id_3787620058\">Election effects</h2><p>Negative economic headlines, a pickup in layoffs and continued stock-market turmoil would seriously set back Harris&#39;s campaign to keep Democratic control of the White House. Voters tend to punish incumbent presidents -- or their party -- when economic sentiment is heading south.</p><p>While an unemployment rate anywhere below 5% is historically low, the recent trend could matter more than the overall level. President Barack Obama was re-elected in 2012 with an unemployment rate that had edged just below 8% -- but had fallen from a high of 10% three years earlier.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fab54a942c39d676af194addd62504d9\" alt=\"A pickup in layoffs would pose a setback to Vice President Kamala Harris’s campaign. Photo: Edward m. Pio Roda/EPA/Shutterstock\" title=\"A pickup in layoffs would pose a setback to Vice President Kamala Harris’s campaign. Photo: Edward m. Pio Roda/EPA/Shutterstock\" tg-width=\"700\" tg-height=\"473\"/><span>A pickup in layoffs would pose a setback to Vice President Kamala Harris’s campaign. Photo: Edward m. Pio Roda/EPA/Shutterstock</span></p><p>And Democrats failed to maintain control of the White House in 2000 and 2016 despite an unemployment rate that had fallen to its lowest level in years.</p><p>The Trump campaign had already made the Biden administration&#39;s stewardship of a high-inflation economy a centerpiece of its bid for the White House. Higher unemployment would allow Republicans to launch a double-barreled attack.</p><p>Trump&#39;s campaign seized on Friday&#39;s data as evidence of &#34;a looming recession,&#34; calling it &#34;a five-alarm-fire jobs report.&#34;</p><p>Still, the current labor market can&#39;t reasonably be described as weak. Unfilled jobs outnumber unemployed workers, and layoffs have remained subdued. President Biden, in a statement after the jobs report, noted that nearly 16 million jobs had been created since he and Harris took office. The Harris campaign declined to comment further.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2456429491","content_text":"By Nick Timiraos and Paul KiernanThe script is being flipped for the U.S. economy.For 2 1/2 years, high inflation has drawn a nearly single-minded focus from the Federal Reserve and the White House as the nation's foremost economic challenge.But in the span of a week, punctuated by a surprisingly lackluster July hiring report on Friday that sent markets reeling, the labor market has become the locus of concern for economic policymakers in Washington.Fed officials have spent the year trained on ensuring inflation moves down without causing unnecessary weakness, achieving a so-called soft landing. Given recent declines in inflation, \"Now the question is whether we are settling at full employment, or whether we are blowing through full employment. That's a critical question,\" said Chicago Fed President Austan Goolsbee in an interview Friday.A broader economic slowdown, if it materializes in coming months, could also upend an already volatile presidential race between former President Donald Trump and Vice President Kamala Harris.\"It goes without saying that if the economy rolls over, the odds of Harris becoming president would dwindle,\" said Marc Sumerlin, an economist who advised President George W. Bush.Whether the latest data reflect an economic soft patch or a more ominous downturn could depend on how the Fed responds in the months ahead and whether lower interest rates shore up a slowing economy.Fed Chair Jerome Powell this past week signaled a rate cut was likely at officials' meeting next month. They voted Wednesday to hold their benchmark short-term rate steady at the highest level in two decades.Inflation has fallen from a high of 7.1% two years ago to 2.5% in June, according to the Fed's preferred gauge. The unemployment rate rose to 4.3% in July, up from 4.1% in June and 3.7% at the beginning of the year.\"Inflation is no longer the issue,\" said Laurence Meyer, a former Fed governor, in an interview Friday. \"The situation has just totally changed.\"Fed Chair Jerome Powell signaled Wednesday at a news conference that a rate cut was likely in September. Photo: Kevin Mohatt/ReutersInvestors are afraid the Fed is running late. Friday's report shifts the debate from when officials will cut to how large their reduction next month should be: a traditional quarter-point cut or the larger half-point reduction, such as what occurred on the eve of recessions in 2001 and 2007.'They look offsides'Many analysts expect the Fed will cut rates by a quarter-point at each of its three remaining meetings this year. That would lower the Fed's rate to just above 4.5%, from its current 5.3%.A handful of economists said Friday that the Fed will need to move faster to improve its odds of short-circuiting a downturn. That is because interest rates were raised last year to a level that aims to slow economic growth, as a driver presses down on the brake of a car.If the economy is now slowing down more than the Fed anticipated, the central bank will need to set rates closer to a so-called neutral level, effectively taking its foot off the brake. While the neutral rate can't be observed, many economists think it might be between 3% and 4%.Some weakness in the jobs report might have been exaggerated, said Michael Feroli, chief U.S. economist at JPMorgan. The higher unemployment rate reflected a big jump in people who faced a temporary, as opposed to permanent, layoff. While hiring has slowed this year, the unemployment rate has crept up in large part because more people who weren't previously looking for jobs have sought work.Because Feroli thinks rates need to be closer to neutral relatively soon, he expects the Fed to cut rates by 1.25 percentage points this year, including by a half-point at each of its next two meetings in September and November.The campaign of former President Donald Trump seized on Friday’s jobs report as evidence of a looming recession. Photo: Spencer Platt/Getty Images\"They look offsides,\" Feroli said. \"There is good reason to get back onsides here. I don't see the rationale for going slow, even if the data don't disappoint in a big way over the next six weeks.\"An underwater beach ballAlready, a bond-market rally has lowered borrowing costs in anticipation of Fed cuts. (Bond yields fall when prices rise.) That is good news for would-be home buyers. The average 30-year mortgage rate tumbled to 6.4% on Friday, down from 6.86% a week earlier, according to Mortgage News Daily. Any boost in demand for housing might boost spending that cushions softness elsewhere in the economy.A sustained stock-market downturn, however, could be perilous. The postpandemic expansion has been fueled to an unusual degree by strong growth in incomes and asset prices, such as lofty stocks -- as opposed to a more traditional boom in lending and credit growth.Because a strong labor market and buoyant stock market have been critical growth engines, if both lose steam, the economy could sputter.A related concern is that job-market weakness might be masked because companies that labored mightily to rehire workers after the pandemic are reluctant to let them go. A rapid shift in sentiment -- triggered, for example, by a significant stock-market rout -- could serve as a catalyst for firing workers and slashing investment plans.Like a beach ball that shoots up after being held underwater, once sentiment flips and companies decide demand is too soft to keep those workers, joblessness would climb much faster than it has so far.Facing somewhat weaker domestic growth, the European Central Bank and the Bank of Canada began cutting rates in June. The Bank of England joined them this past week.Election effectsNegative economic headlines, a pickup in layoffs and continued stock-market turmoil would seriously set back Harris's campaign to keep Democratic control of the White House. Voters tend to punish incumbent presidents -- or their party -- when economic sentiment is heading south.While an unemployment rate anywhere below 5% is historically low, the recent trend could matter more than the overall level. President Barack Obama was re-elected in 2012 with an unemployment rate that had edged just below 8% -- but had fallen from a high of 10% three years earlier.A pickup in layoffs would pose a setback to Vice President Kamala Harris’s campaign. Photo: Edward m. Pio Roda/EPA/ShutterstockAnd Democrats failed to maintain control of the White House in 2000 and 2016 despite an unemployment rate that had fallen to its lowest level in years.The Trump campaign had already made the Biden administration's stewardship of a high-inflation economy a centerpiece of its bid for the White House. Higher unemployment would allow Republicans to launch a double-barreled attack.Trump's campaign seized on Friday's data as evidence of \"a looming recession,\" calling it \"a five-alarm-fire jobs report.\"Still, the current labor market can't reasonably be described as weak. Unfilled jobs outnumber unemployed workers, and layoffs have remained subdued. President Biden, in a statement after the jobs report, noted that nearly 16 million jobs had been created since he and Harris took office. The Harris campaign declined to comment further.","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330625799458976,"gmtCreate":1721724840680,"gmtModify":1721724859786,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"Jake's dehydrated&nbsp;","listText":"Jake's dehydrated&nbsp;","text":"Jake's dehydrated","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/330625799458976","repostId":"2453720225","repostType":4,"repost":{"id":"2453720225","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1721724665,"share":"https://ttm.financial/m/news/2453720225?lang=&edition=fundamental","pubTime":"2024-07-23 16:51","market":"us","language":"en","title":"Logitech Stock Rises 1% as the Computer Parts Maker Lifts Full-Year Outlook on Upbeat Q1 Results","url":"https://stock-news.laohu8.com/highlight/detail?id=2453720225","media":"Reuters","summary":"(Reuters) -Computer mouse maker Logitech International raised its full-year sales and profit outlook on Tuesday, encouraged by strong quarterly growth.Logitech stock rises 1% in premarket trading.The ","content":"<html><head></head><body><p>(Reuters) -Computer mouse maker Logitech International raised its full-year sales and profit outlook on Tuesday, encouraged by strong quarterly growth.</p><p>Logitech stock rises 1% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7eef2a6c24b7b0a24855721bcd17cd47\" tg-width=\"790\" tg-height=\"627\"/></p><p>The Swiss-American company now expects its full-year sales in the range of $4.34-$4.43 billion, up from a previous projection of $4.3-$4.4 billion.</p><p>It added that it expects Non-GAAP operating income to be between $700 and $730 million for fiscal year 2025, compared with $685 million-$715 million earlier.</p><p>The company, whose products also include keyboards, video conferencing gear and gaming headsets, said its sales rose 12% to $1.1 billion in its first quarter ended June 30.</p><p>The figure beat analysts&#39; consensus forecast of $1.025 billion compiled by Visible Alpha.</p><p>Non-GAAP operating income for the quarter soared 96% to $153 million, added Logitech, which is based in Lausanne, Switzerland and San Jose, California.</p><p>&#34;We started the new fiscal year strong, with high-quality, broad-based growth across all regions and key categories,&#34; said CEO Hanneke Faber, a former Unilever executive, who took charge of the company in December 2023.</p><p>Logitech, whose products are used to equip workers at home as well as in the office, had been struggling with a downturn in demand after enjoying a pandemic-driven boom.</p><p>Earlier this year, it posted its first quarterly sales increase in two-and-a-half years, while Faber outlined plans to expand the company&#39;s customer base beyond offices and into education and healthcare.</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>Logitech Stock Rises 1% as the Computer Parts Maker Lifts Full-Year Outlook on Upbeat Q1 Results</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{ 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.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\">\nLogitech Stock Rises 1% as the Computer Parts Maker Lifts Full-Year Outlook on Upbeat Q1 Results\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-07-23 16:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>(Reuters) -Computer mouse maker Logitech International raised its full-year sales and profit outlook on Tuesday, encouraged by strong quarterly growth.</p><p>Logitech stock rises 1% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7eef2a6c24b7b0a24855721bcd17cd47\" tg-width=\"790\" tg-height=\"627\"/></p><p>The Swiss-American company now expects its full-year sales in the range of $4.34-$4.43 billion, up from a previous projection of $4.3-$4.4 billion.</p><p>It added that it expects Non-GAAP operating income to be between $700 and $730 million for fiscal year 2025, compared with $685 million-$715 million earlier.</p><p>The company, whose products also include keyboards, video conferencing gear and gaming headsets, said its sales rose 12% to $1.1 billion in its first quarter ended June 30.</p><p>The figure beat analysts&#39; consensus forecast of $1.025 billion compiled by Visible Alpha.</p><p>Non-GAAP operating income for the quarter soared 96% to $153 million, added Logitech, which is based in Lausanne, Switzerland and San Jose, California.</p><p>&#34;We started the new fiscal year strong, with high-quality, broad-based growth across all regions and key categories,&#34; said CEO Hanneke Faber, a former Unilever executive, who took charge of the company in December 2023.</p><p>Logitech, whose products are used to equip workers at home as well as in the office, had been struggling with a downturn in demand after enjoying a pandemic-driven boom.</p><p>Earlier this year, it posted its first quarterly sales increase in two-and-a-half years, while Faber outlined plans to expand the company&#39;s customer base beyond offices and into education and healthcare.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LOGI":"罗技"},"source_url":"https://finance.yahoo.com/news/computer-parts-maker-logitech-lifts-021325680.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2453720225","content_text":"(Reuters) -Computer mouse maker Logitech International raised its full-year sales and profit outlook on Tuesday, encouraged by strong quarterly growth.Logitech stock rises 1% in premarket trading.The Swiss-American company now expects its full-year sales in the range of $4.34-$4.43 billion, up from a previous projection of $4.3-$4.4 billion.It added that it expects Non-GAAP operating income to be between $700 and $730 million for fiscal year 2025, compared with $685 million-$715 million earlier.The company, whose products also include keyboards, video conferencing gear and gaming headsets, said its sales rose 12% to $1.1 billion in its first quarter ended June 30.The figure beat analysts' consensus forecast of $1.025 billion compiled by Visible Alpha.Non-GAAP operating income for the quarter soared 96% to $153 million, added Logitech, which is based in Lausanne, Switzerland and San Jose, California.\"We started the new fiscal year strong, with high-quality, broad-based growth across all regions and key categories,\" said CEO Hanneke Faber, a former Unilever executive, who took charge of the company in December 2023.Logitech, whose products are used to equip workers at home as well as in the office, had been struggling with a downturn in demand after enjoying a pandemic-driven boom.Earlier this year, it posted its first quarterly sales increase in two-and-a-half years, while Faber outlined plans to expand the company's customer base beyond offices and into education and healthcare.","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329195091038368,"gmtCreate":1721375546631,"gmtModify":1721375550358,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"Glayauwit Jalapa the attachment&nbsp;","listText":"Glayauwit Jalapa the attachment&nbsp;","text":"Glayauwit Jalapa the 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and","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328086068658296","repostId":"1151392869","repostType":2,"repost":{"id":"1151392869","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1721112574,"share":"https://ttm.financial/m/news/1151392869?lang=&edition=fundamental","pubTime":"2024-07-16 14:49","market":"us","language":"en","title":"Palantir在“数据革命”中领先，但目前的定价似乎有点贵","url":"https://stock-news.laohu8.com/highlight/detail?id=1151392869","media":"老虎资讯综合","summary":"Palantir是人工智能浪潮的主要受益者。","content":"<p>来源：Seeking Alpha</p><h2 id=\"id_3514894776\" style=\"text-align: left;\">摘要</h2><ul style=\"\"><li><p>人工智能技术的进步带来了数十亿美元的投资，特别是在数据中心和公司的数据能力方面。</p></li><li><p>Palantir是人工智能浪潮的主要受益者，它能够帮助企业整合和管理其数据，同时提供分析和网络安全服务。</p></li><li><p>该公司的新人工智能产品提高了收入和利润，使其在商业和政府市场都处于持续增长状态。</p></li><li><p>尽管具有增长潜力，但目前的股价似乎过于昂贵，给与“持有”评级。</p></li></ul><h2 id=\"id_3702393098\" style=\"text-align: left;\">投资理由</h2><p style=\"text-align: left;\">人工智能的进步可以说是自互联网以来人类最大的技术飞跃。这一进步伴随着对这项技术的数十亿美元投资。</p><p style=\"text-align: left;\">构建人工智能模型的公司需要的主要资源是数据。毕竟，包括ChatGPT在内的所有机器学习模型都是在海量数据集上训练的。</p><p style=\"text-align: left;\">大型科技公司在了解了这种必要性后的第一反应是投资于改善数据基础设施。这包括建设数据中心以增加数据存储和处理能力，以及加强发电以确保数据中心能够高效运行。这就是为什么亚马逊仍然是“买入”，基础设施投资仍然很有吸引力。</p><p style=\"text-align: left;\">在最初的基础设施投资激增之后，试图集成人工智能的公司实现了另一个重大需求。他们需要将数据集中化和结构化，以便可以使用它来构建 AI 模型并提取更好的见解来改善业务。这绝非易事。</p><p style=\"text-align: left;\">这就是Palantir的用武之地。它已经在帮助企业整合他们的数据，使其可用，并提供分析和网络安全服务。现在，随着人工智能的进步，公司更加需要其服务。</p><p style=\"text-align: left;\">投资理由很简单：<strong>随着公司越来越依赖数据，在人工智能和其他业务改进的推动下，Palantir将迎来更高的需求。然而，对未来收益和企业的公允价值进行估算就会发现，该股票被高估了。</strong></p><h2 id=\"id_3537784217\" style=\"text-align: left;\">业务解析</h2><p style=\"text-align: left;\">如前所述，Palantir一直在帮助公司和政府机构整合他们的数据，并一直在提供数据分析和网络安全解决方案。</p><p style=\"text-align: left;\">它通过 3 个平台提供这些服务：Gotham、Foundry 和 Apollo。</p><p style=\"text-align: left;\">Palantir将Gotham描述为“全球决策的操作系统”。它可以帮助用户集成、清理和管理来自各种来源的数据。它还可以可视化数据并报告大量分析。Palantir强调了该平台的安全功能，可以保护敏感数据。这就是为什么Gotham受到政府机构的青睐，并且具有军事应用。它还用于反恐、执法、网络安全、灾难响应和应急管理。</p><p style=\"text-align: left;\">Foundry是针对企业客户的类似产品。它是一个多功能的数据集成和分析平台，有助于将复杂数据转化为可操作的见解。该平台或“操作系统”被各行各业的数据科学家和分析师使用。</p><p style=\"text-align: left;\">另一方面，Apollo 用于在云或本地等各种环境中部署软件。它允许用户监控已部署软件的状态和性能，并在发现任何问题时向他们发出警报。此外，它还可以帮助用户保持对行业标准的遵守并提供安全控制。</p><p style=\"text-align: left;\">凭借这些功能，Palantir已经是一个广泛的数据管理平台。然而，它在 2023 年 4 月推出其人工智能平台（“AIP”）时成为头条新闻。正如该公司所说，“软件和公司就是为这一刻而建立的”。</p><p style=\"text-align: left;\">AIP 使用公司的现有产品，可自动执行数据集成、清理和转换，从而减少与数据交互所需的技术专业知识。</p><p style=\"text-align: left;\">此外，通过这一细分市场，Palantir直接在平台内提供专门的机器学习模型。正如去年 4 月推出的那样，为军方工作的分析师可以使用类似 ChatGPT 的语言模型从数据中获取见解。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a66c04e2f3498c16b0e1486e9272922b\" alt=\"示例\" title=\"示例\" tg-width=\"640\" tg-height=\"140\"><span>示例</span></p><p style=\"text-align: left;\"><strong>palantir.com</strong></p><p style=\"text-align: left;\">Palantir提供了简洁性，允许用户与数据进行交互并从中学习，而无需大量的技术专业知识。这对于政府机构、公司企业都至关重要。</p><p style=\"text-align: left;\">通过这项创新，Palantir已经从一家帮助数据集成和管理的公司转变为一家使客户能够访问根据其数据训练的人工智能模型的公司，Palantir帮助收集、清理和构建这些模型。由于其安全和隐私功能，政府机构继续与Palantir合作。</p><h2 id=\"id_2389207985\">人工智能仍然是最大驱动力</h2><p style=\"text-align: left;\">这种新的人工智能产品将Palantir的业务寿命延长了数年，甚至数十年。</p><p style=\"text-align: left;\">在引入 AIP 之前，收入已经在增加，但新平台对收入和底线利润都产生了重大的积极影响。2023 年第一季度的营业收入略高于零，2024 年第一季度达到 8100 万美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/48ad03e8a978f39d5b276d9b1b62e8f1\" alt=\"Palantir营收增长\" title=\"Palantir营收增长\" tg-width=\"640\" tg-height=\"305\"><span>Palantir营收增长</span></p><p style=\"text-align: left;\">Palantir有望在商业和政府市场继续增长。</p><p style=\"text-align: left;\">公司越来越多地投资于人工智能功能，以改善业务。人工智能不仅允许员工“与计算机交谈”，还有助于从公司本身生成和收集的数据中提取更多可操作的信息。随着这些投资的增加，Palantir将作为数据收集、管理和公司特定AI语言模型的首选公司受益。</p><p style=\"text-align: left;\">此外，政府机构的转换成本也很高。Palantir的产品已经用于关键的政府职能，如情报、反恐和军事行动。该公司认为，它可以在联邦政府支出中获得更大的份额，这似乎是可能的。人工智能技术有可能彻底改变这些政府职能。</p><p>目前，Palantir一半以上的收入来自向政府机构提供的产品和服务。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fb47ecb72ff999d2ec9f83b2bae5aed\" tg-width=\"865\" tg-height=\"432\"></p><p style=\"text-align: left;\">然而，与政府部门相比，商业部门的增长速度似乎更快。2024年第一季度商业收入同比增长27%，而政府收入同比增长16%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8a05e30ee140219100affe1d6f52ed9e\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"302\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b6c6d66b0d5051e098f7d20847d894c5\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"296\"></p><h2 id=\"id_617550256\">其他增长战略</h2><p style=\"text-align: left;\">该公司在最近的年度报告中强调了某些增长战略。</p><p style=\"text-align: left;\">其中一些已经被提及，例如旨在成为政府更重要的供应商。</p><p style=\"text-align: left;\">此外，Palantir还旨在提高其直销团队并增加云合作伙伴关系，以吸引新客户并通过新产品和服务向现有客户进行销售。</p><p style=\"text-align: left;\">此外，该公司正在为整个行业开发“中央操作系统”，帮助政府机构和公司从单一平台管理运营。</p><p style=\"text-align: left;\">在取得这些进步的同时，Palantir面临的竞争有限，因为该公司认为目前没有竞争对手提供其产品。最重要的竞争来自现有和潜在客户的内部软件开发工作。</p><h2 id=\"id_3209158184\">人工智能支出可能放缓</h2><p style=\"text-align: left;\">毫无疑问，到目前为止，该公司在向客户说明其产品的重要性方面取得了成功。盈利增长令人印象深刻，尤其是自 2023 年初以来。公司似乎正在继续投资于其数据和人工智能能力。</p><p style=\"text-align: left;\">然而，与大多数行业一样，我们发现人工智能支出有周期性。尽管现在非常有趣，但有时我们可能会谈论对人工智能基础设施的过度投资，更具体地说是数据中心。该行业无法永远维持目前的增长率。</p><p style=\"text-align: left;\">这种潜在的放缓也适用于政府和企业在人工智能技术和数据方面的支出。减少这些支出可能会直接影响Palantir的销售。</p><p style=\"text-align: left;\">但是，我认为这不会很快发生。</p><p style=\"text-align: left;\">首先，如前所述，Palantir是政府的重要合作伙伴，而这种关系需要高昂的转换成本。对于执法、情报和军事机构来说，停止使用Palantir并切换到另一个供应商并不容易，即使他们能找到另一个供应商。</p><p style=\"text-align: left;\">此外，人工智能对许多公司来说是一个新的增长机会。坐拥大量现金储备的大型科技公司现在有一个高增长的领域可供投资。许多较小的公司将人工智能视为提高效率和改善运营的一种方式。从数据中获得更多见解变得越来越重要，而不投资于分析能力的公司就会落后于竞争对手。在这种环境下，Palantir的产品是需要的。</p><p style=\"text-align: left;\">即使对Palantir产品的需求和整体AI支出下降，我也不认为这种情况在未来12个月内会发生。</p><h2 id=\"id_3683670087\" style=\"text-align: left;\">估值</h2><p style=\"text-align: left;\">我们将使用贴现现金流（“DCF”）模型进行公允价值计算。</p><p style=\"text-align: left;\">我正在为这些计算描绘一幅非常看涨的画面。如下图所示，我预计Palantir将实现强劲的销售增长和盈利利润率的扩张。这意味着该公司将继续销售其现有客户并寻找新客户，而人工智能的支出不会逐渐消失。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8834180b81b6fe68168f748d20f8b0bf\" title=\"Palantir Historical and Projected Revenue\" tg-width=\"640\" tg-height=\"262\"><span>Palantir Historical and Projected Revenue</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/09e7a71f4648d5f3a8252e490331247e\" title=\"Palantir Historical and Projected Earnings Margin\" tg-width=\"640\" tg-height=\"255\"><span>Palantir Historical and Projected Earnings Margin</span></p><p style=\"text-align: left;\">基于继续看涨的立场，我使用4%的终端增长率，高于长期通胀目标，这是由于强劲的增长预期，长期无风险率为2%，市场风险溢价为5.7%，以及该股的5年期股票贝塔系数。该公司的资产负债表上没有债务，因此其资本成本等于股本成本。</p><p style=\"text-align: left;\">使用这些收益假设，我们发现股权价值为 412 亿美元，目标股价为 17.16 美元。即使有非常看涨的估计，在撰写本文时，DCF 仍显示出 -40% 的下行潜力。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dc4b88550b777ac95139fbf1f9f273c0\" title=\"Palantir DCF\" tg-width=\"601\" tg-height=\"274\"><span>Palantir DCF</span></p><h2 id=\"id_3525169289\" style=\"text-align: left;\">结论</h2><p style=\"text-align: left;\">我相信Palantir是一家了不起的企业。它已经在帮助公司和政府机构进行数据收集、管理和分析。随着人工智能和Palantir的AIP的最新进展，该公司已成为通过数据改善业务不可或缺的一部分。</p><p style=\"text-align: left;\">一旦您成为客户，转换成本就会很高，因此经常性收入很高。此外，作为该行业的主导者，Palantir拥有扩大其客户群的重要机会。</p><p style=\"text-align: left;\">当市场转向消极，公司和政府机构将不再扩展其数据能力，并停止使用Palantir的产品，这在短期内不太可能。因此，DCF 模型中使用的预测可能是积极的。然而，即使有这些估计，该股票似乎也太贵了。</p><p style=\"text-align: left;\">尽管我对Palantir的基本面和增长潜力持看涨态度，但在这个价格水平上持有这只股票让我感到不舒服。因此，Palantir获得“持有”评级。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir在“数据革命”中领先，但目前的定价似乎有点贵</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{ 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#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\">\nPalantir在“数据革命”中领先，但目前的定价似乎有点贵\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-07-16 14:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>来源：Seeking Alpha</p><h2 id=\"id_3514894776\" style=\"text-align: left;\">摘要</h2><ul style=\"\"><li><p>人工智能技术的进步带来了数十亿美元的投资，特别是在数据中心和公司的数据能力方面。</p></li><li><p>Palantir是人工智能浪潮的主要受益者，它能够帮助企业整合和管理其数据，同时提供分析和网络安全服务。</p></li><li><p>该公司的新人工智能产品提高了收入和利润，使其在商业和政府市场都处于持续增长状态。</p></li><li><p>尽管具有增长潜力，但目前的股价似乎过于昂贵，给与“持有”评级。</p></li></ul><h2 id=\"id_3702393098\" style=\"text-align: left;\">投资理由</h2><p style=\"text-align: left;\">人工智能的进步可以说是自互联网以来人类最大的技术飞跃。这一进步伴随着对这项技术的数十亿美元投资。</p><p style=\"text-align: left;\">构建人工智能模型的公司需要的主要资源是数据。毕竟，包括ChatGPT在内的所有机器学习模型都是在海量数据集上训练的。</p><p style=\"text-align: left;\">大型科技公司在了解了这种必要性后的第一反应是投资于改善数据基础设施。这包括建设数据中心以增加数据存储和处理能力，以及加强发电以确保数据中心能够高效运行。这就是为什么亚马逊仍然是“买入”，基础设施投资仍然很有吸引力。</p><p style=\"text-align: left;\">在最初的基础设施投资激增之后，试图集成人工智能的公司实现了另一个重大需求。他们需要将数据集中化和结构化，以便可以使用它来构建 AI 模型并提取更好的见解来改善业务。这绝非易事。</p><p style=\"text-align: left;\">这就是Palantir的用武之地。它已经在帮助企业整合他们的数据，使其可用，并提供分析和网络安全服务。现在，随着人工智能的进步，公司更加需要其服务。</p><p style=\"text-align: left;\">投资理由很简单：<strong>随着公司越来越依赖数据，在人工智能和其他业务改进的推动下，Palantir将迎来更高的需求。然而，对未来收益和企业的公允价值进行估算就会发现，该股票被高估了。</strong></p><h2 id=\"id_3537784217\" style=\"text-align: left;\">业务解析</h2><p style=\"text-align: left;\">如前所述，Palantir一直在帮助公司和政府机构整合他们的数据，并一直在提供数据分析和网络安全解决方案。</p><p style=\"text-align: left;\">它通过 3 个平台提供这些服务：Gotham、Foundry 和 Apollo。</p><p style=\"text-align: left;\">Palantir将Gotham描述为“全球决策的操作系统”。它可以帮助用户集成、清理和管理来自各种来源的数据。它还可以可视化数据并报告大量分析。Palantir强调了该平台的安全功能，可以保护敏感数据。这就是为什么Gotham受到政府机构的青睐，并且具有军事应用。它还用于反恐、执法、网络安全、灾难响应和应急管理。</p><p style=\"text-align: left;\">Foundry是针对企业客户的类似产品。它是一个多功能的数据集成和分析平台，有助于将复杂数据转化为可操作的见解。该平台或“操作系统”被各行各业的数据科学家和分析师使用。</p><p style=\"text-align: left;\">另一方面，Apollo 用于在云或本地等各种环境中部署软件。它允许用户监控已部署软件的状态和性能，并在发现任何问题时向他们发出警报。此外，它还可以帮助用户保持对行业标准的遵守并提供安全控制。</p><p style=\"text-align: left;\">凭借这些功能，Palantir已经是一个广泛的数据管理平台。然而，它在 2023 年 4 月推出其人工智能平台（“AIP”）时成为头条新闻。正如该公司所说，“软件和公司就是为这一刻而建立的”。</p><p style=\"text-align: left;\">AIP 使用公司的现有产品，可自动执行数据集成、清理和转换，从而减少与数据交互所需的技术专业知识。</p><p style=\"text-align: left;\">此外，通过这一细分市场，Palantir直接在平台内提供专门的机器学习模型。正如去年 4 月推出的那样，为军方工作的分析师可以使用类似 ChatGPT 的语言模型从数据中获取见解。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a66c04e2f3498c16b0e1486e9272922b\" alt=\"示例\" title=\"示例\" tg-width=\"640\" tg-height=\"140\"><span>示例</span></p><p style=\"text-align: left;\"><strong>palantir.com</strong></p><p style=\"text-align: left;\">Palantir提供了简洁性，允许用户与数据进行交互并从中学习，而无需大量的技术专业知识。这对于政府机构、公司企业都至关重要。</p><p style=\"text-align: left;\">通过这项创新，Palantir已经从一家帮助数据集成和管理的公司转变为一家使客户能够访问根据其数据训练的人工智能模型的公司，Palantir帮助收集、清理和构建这些模型。由于其安全和隐私功能，政府机构继续与Palantir合作。</p><h2 id=\"id_2389207985\">人工智能仍然是最大驱动力</h2><p style=\"text-align: left;\">这种新的人工智能产品将Palantir的业务寿命延长了数年，甚至数十年。</p><p style=\"text-align: left;\">在引入 AIP 之前，收入已经在增加，但新平台对收入和底线利润都产生了重大的积极影响。2023 年第一季度的营业收入略高于零，2024 年第一季度达到 8100 万美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/48ad03e8a978f39d5b276d9b1b62e8f1\" alt=\"Palantir营收增长\" title=\"Palantir营收增长\" tg-width=\"640\" tg-height=\"305\"><span>Palantir营收增长</span></p><p style=\"text-align: left;\">Palantir有望在商业和政府市场继续增长。</p><p style=\"text-align: left;\">公司越来越多地投资于人工智能功能，以改善业务。人工智能不仅允许员工“与计算机交谈”，还有助于从公司本身生成和收集的数据中提取更多可操作的信息。随着这些投资的增加，Palantir将作为数据收集、管理和公司特定AI语言模型的首选公司受益。</p><p style=\"text-align: left;\">此外，政府机构的转换成本也很高。Palantir的产品已经用于关键的政府职能，如情报、反恐和军事行动。该公司认为，它可以在联邦政府支出中获得更大的份额，这似乎是可能的。人工智能技术有可能彻底改变这些政府职能。</p><p>目前，Palantir一半以上的收入来自向政府机构提供的产品和服务。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fb47ecb72ff999d2ec9f83b2bae5aed\" tg-width=\"865\" tg-height=\"432\"></p><p style=\"text-align: left;\">然而，与政府部门相比，商业部门的增长速度似乎更快。2024年第一季度商业收入同比增长27%，而政府收入同比增长16%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8a05e30ee140219100affe1d6f52ed9e\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"302\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b6c6d66b0d5051e098f7d20847d894c5\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"296\"></p><h2 id=\"id_617550256\">其他增长战略</h2><p style=\"text-align: left;\">该公司在最近的年度报告中强调了某些增长战略。</p><p style=\"text-align: left;\">其中一些已经被提及，例如旨在成为政府更重要的供应商。</p><p style=\"text-align: left;\">此外，Palantir还旨在提高其直销团队并增加云合作伙伴关系，以吸引新客户并通过新产品和服务向现有客户进行销售。</p><p style=\"text-align: left;\">此外，该公司正在为整个行业开发“中央操作系统”，帮助政府机构和公司从单一平台管理运营。</p><p style=\"text-align: left;\">在取得这些进步的同时，Palantir面临的竞争有限，因为该公司认为目前没有竞争对手提供其产品。最重要的竞争来自现有和潜在客户的内部软件开发工作。</p><h2 id=\"id_3209158184\">人工智能支出可能放缓</h2><p style=\"text-align: left;\">毫无疑问，到目前为止，该公司在向客户说明其产品的重要性方面取得了成功。盈利增长令人印象深刻，尤其是自 2023 年初以来。公司似乎正在继续投资于其数据和人工智能能力。</p><p style=\"text-align: left;\">然而，与大多数行业一样，我们发现人工智能支出有周期性。尽管现在非常有趣，但有时我们可能会谈论对人工智能基础设施的过度投资，更具体地说是数据中心。该行业无法永远维持目前的增长率。</p><p style=\"text-align: left;\">这种潜在的放缓也适用于政府和企业在人工智能技术和数据方面的支出。减少这些支出可能会直接影响Palantir的销售。</p><p style=\"text-align: left;\">但是，我认为这不会很快发生。</p><p style=\"text-align: left;\">首先，如前所述，Palantir是政府的重要合作伙伴，而这种关系需要高昂的转换成本。对于执法、情报和军事机构来说，停止使用Palantir并切换到另一个供应商并不容易，即使他们能找到另一个供应商。</p><p style=\"text-align: left;\">此外，人工智能对许多公司来说是一个新的增长机会。坐拥大量现金储备的大型科技公司现在有一个高增长的领域可供投资。许多较小的公司将人工智能视为提高效率和改善运营的一种方式。从数据中获得更多见解变得越来越重要，而不投资于分析能力的公司就会落后于竞争对手。在这种环境下，Palantir的产品是需要的。</p><p style=\"text-align: left;\">即使对Palantir产品的需求和整体AI支出下降，我也不认为这种情况在未来12个月内会发生。</p><h2 id=\"id_3683670087\" style=\"text-align: left;\">估值</h2><p style=\"text-align: left;\">我们将使用贴现现金流（“DCF”）模型进行公允价值计算。</p><p style=\"text-align: left;\">我正在为这些计算描绘一幅非常看涨的画面。如下图所示，我预计Palantir将实现强劲的销售增长和盈利利润率的扩张。这意味着该公司将继续销售其现有客户并寻找新客户，而人工智能的支出不会逐渐消失。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8834180b81b6fe68168f748d20f8b0bf\" title=\"Palantir Historical and Projected Revenue\" tg-width=\"640\" tg-height=\"262\"><span>Palantir Historical and Projected Revenue</span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/09e7a71f4648d5f3a8252e490331247e\" title=\"Palantir Historical and Projected Earnings Margin\" tg-width=\"640\" tg-height=\"255\"><span>Palantir Historical and Projected Earnings Margin</span></p><p style=\"text-align: left;\">基于继续看涨的立场，我使用4%的终端增长率，高于长期通胀目标，这是由于强劲的增长预期，长期无风险率为2%，市场风险溢价为5.7%，以及该股的5年期股票贝塔系数。该公司的资产负债表上没有债务，因此其资本成本等于股本成本。</p><p style=\"text-align: left;\">使用这些收益假设，我们发现股权价值为 412 亿美元，目标股价为 17.16 美元。即使有非常看涨的估计，在撰写本文时，DCF 仍显示出 -40% 的下行潜力。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/dc4b88550b777ac95139fbf1f9f273c0\" title=\"Palantir DCF\" tg-width=\"601\" tg-height=\"274\"><span>Palantir DCF</span></p><h2 id=\"id_3525169289\" style=\"text-align: left;\">结论</h2><p style=\"text-align: left;\">我相信Palantir是一家了不起的企业。它已经在帮助公司和政府机构进行数据收集、管理和分析。随着人工智能和Palantir的AIP的最新进展，该公司已成为通过数据改善业务不可或缺的一部分。</p><p style=\"text-align: left;\">一旦您成为客户，转换成本就会很高，因此经常性收入很高。此外，作为该行业的主导者，Palantir拥有扩大其客户群的重要机会。</p><p style=\"text-align: left;\">当市场转向消极，公司和政府机构将不再扩展其数据能力，并停止使用Palantir的产品，这在短期内不太可能。因此，DCF 模型中使用的预测可能是积极的。然而，即使有这些估计，该股票似乎也太贵了。</p><p style=\"text-align: left;\">尽管我对Palantir的基本面和增长潜力持看涨态度，但在这个价格水平上持有这只股票让我感到不舒服。因此，Palantir获得“持有”评级。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/de62a8d68dc529691a1233116b84cc81","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4704214-palantir-technologies-leads-data-revolution-but-priced-perfection","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151392869","content_text":"来源：Seeking Alpha摘要人工智能技术的进步带来了数十亿美元的投资，特别是在数据中心和公司的数据能力方面。Palantir是人工智能浪潮的主要受益者，它能够帮助企业整合和管理其数据，同时提供分析和网络安全服务。该公司的新人工智能产品提高了收入和利润，使其在商业和政府市场都处于持续增长状态。尽管具有增长潜力，但目前的股价似乎过于昂贵，给与“持有”评级。投资理由人工智能的进步可以说是自互联网以来人类最大的技术飞跃。这一进步伴随着对这项技术的数十亿美元投资。构建人工智能模型的公司需要的主要资源是数据。毕竟，包括ChatGPT在内的所有机器学习模型都是在海量数据集上训练的。大型科技公司在了解了这种必要性后的第一反应是投资于改善数据基础设施。这包括建设数据中心以增加数据存储和处理能力，以及加强发电以确保数据中心能够高效运行。这就是为什么亚马逊仍然是“买入”，基础设施投资仍然很有吸引力。在最初的基础设施投资激增之后，试图集成人工智能的公司实现了另一个重大需求。他们需要将数据集中化和结构化，以便可以使用它来构建 AI 模型并提取更好的见解来改善业务。这绝非易事。这就是Palantir的用武之地。它已经在帮助企业整合他们的数据，使其可用，并提供分析和网络安全服务。现在，随着人工智能的进步，公司更加需要其服务。投资理由很简单：随着公司越来越依赖数据，在人工智能和其他业务改进的推动下，Palantir将迎来更高的需求。然而，对未来收益和企业的公允价值进行估算就会发现，该股票被高估了。业务解析如前所述，Palantir一直在帮助公司和政府机构整合他们的数据，并一直在提供数据分析和网络安全解决方案。它通过 3 个平台提供这些服务：Gotham、Foundry 和 Apollo。Palantir将Gotham描述为“全球决策的操作系统”。它可以帮助用户集成、清理和管理来自各种来源的数据。它还可以可视化数据并报告大量分析。Palantir强调了该平台的安全功能，可以保护敏感数据。这就是为什么Gotham受到政府机构的青睐，并且具有军事应用。它还用于反恐、执法、网络安全、灾难响应和应急管理。Foundry是针对企业客户的类似产品。它是一个多功能的数据集成和分析平台，有助于将复杂数据转化为可操作的见解。该平台或“操作系统”被各行各业的数据科学家和分析师使用。另一方面，Apollo 用于在云或本地等各种环境中部署软件。它允许用户监控已部署软件的状态和性能，并在发现任何问题时向他们发出警报。此外，它还可以帮助用户保持对行业标准的遵守并提供安全控制。凭借这些功能，Palantir已经是一个广泛的数据管理平台。然而，它在 2023 年 4 月推出其人工智能平台（“AIP”）时成为头条新闻。正如该公司所说，“软件和公司就是为这一刻而建立的”。AIP 使用公司的现有产品，可自动执行数据集成、清理和转换，从而减少与数据交互所需的技术专业知识。此外，通过这一细分市场，Palantir直接在平台内提供专门的机器学习模型。正如去年 4 月推出的那样，为军方工作的分析师可以使用类似 ChatGPT 的语言模型从数据中获取见解。示例palantir.comPalantir提供了简洁性，允许用户与数据进行交互并从中学习，而无需大量的技术专业知识。这对于政府机构、公司企业都至关重要。通过这项创新，Palantir已经从一家帮助数据集成和管理的公司转变为一家使客户能够访问根据其数据训练的人工智能模型的公司，Palantir帮助收集、清理和构建这些模型。由于其安全和隐私功能，政府机构继续与Palantir合作。人工智能仍然是最大驱动力这种新的人工智能产品将Palantir的业务寿命延长了数年，甚至数十年。在引入 AIP 之前，收入已经在增加，但新平台对收入和底线利润都产生了重大的积极影响。2023 年第一季度的营业收入略高于零，2024 年第一季度达到 8100 万美元。Palantir营收增长Palantir有望在商业和政府市场继续增长。公司越来越多地投资于人工智能功能，以改善业务。人工智能不仅允许员工“与计算机交谈”，还有助于从公司本身生成和收集的数据中提取更多可操作的信息。随着这些投资的增加，Palantir将作为数据收集、管理和公司特定AI语言模型的首选公司受益。此外，政府机构的转换成本也很高。Palantir的产品已经用于关键的政府职能，如情报、反恐和军事行动。该公司认为，它可以在联邦政府支出中获得更大的份额，这似乎是可能的。人工智能技术有可能彻底改变这些政府职能。目前，Palantir一半以上的收入来自向政府机构提供的产品和服务。然而，与政府部门相比，商业部门的增长速度似乎更快。2024年第一季度商业收入同比增长27%，而政府收入同比增长16%。其他增长战略该公司在最近的年度报告中强调了某些增长战略。其中一些已经被提及，例如旨在成为政府更重要的供应商。此外，Palantir还旨在提高其直销团队并增加云合作伙伴关系，以吸引新客户并通过新产品和服务向现有客户进行销售。此外，该公司正在为整个行业开发“中央操作系统”，帮助政府机构和公司从单一平台管理运营。在取得这些进步的同时，Palantir面临的竞争有限，因为该公司认为目前没有竞争对手提供其产品。最重要的竞争来自现有和潜在客户的内部软件开发工作。人工智能支出可能放缓毫无疑问，到目前为止，该公司在向客户说明其产品的重要性方面取得了成功。盈利增长令人印象深刻，尤其是自 2023 年初以来。公司似乎正在继续投资于其数据和人工智能能力。然而，与大多数行业一样，我们发现人工智能支出有周期性。尽管现在非常有趣，但有时我们可能会谈论对人工智能基础设施的过度投资，更具体地说是数据中心。该行业无法永远维持目前的增长率。这种潜在的放缓也适用于政府和企业在人工智能技术和数据方面的支出。减少这些支出可能会直接影响Palantir的销售。但是，我认为这不会很快发生。首先，如前所述，Palantir是政府的重要合作伙伴，而这种关系需要高昂的转换成本。对于执法、情报和军事机构来说，停止使用Palantir并切换到另一个供应商并不容易，即使他们能找到另一个供应商。此外，人工智能对许多公司来说是一个新的增长机会。坐拥大量现金储备的大型科技公司现在有一个高增长的领域可供投资。许多较小的公司将人工智能视为提高效率和改善运营的一种方式。从数据中获得更多见解变得越来越重要，而不投资于分析能力的公司就会落后于竞争对手。在这种环境下，Palantir的产品是需要的。即使对Palantir产品的需求和整体AI支出下降，我也不认为这种情况在未来12个月内会发生。估值我们将使用贴现现金流（“DCF”）模型进行公允价值计算。我正在为这些计算描绘一幅非常看涨的画面。如下图所示，我预计Palantir将实现强劲的销售增长和盈利利润率的扩张。这意味着该公司将继续销售其现有客户并寻找新客户，而人工智能的支出不会逐渐消失。Palantir Historical and Projected RevenuePalantir Historical and Projected Earnings Margin基于继续看涨的立场，我使用4%的终端增长率，高于长期通胀目标，这是由于强劲的增长预期，长期无风险率为2%，市场风险溢价为5.7%，以及该股的5年期股票贝塔系数。该公司的资产负债表上没有债务，因此其资本成本等于股本成本。使用这些收益假设，我们发现股权价值为 412 亿美元，目标股价为 17.16 美元。即使有非常看涨的估计，在撰写本文时，DCF 仍显示出 -40% 的下行潜力。Palantir DCF结论我相信Palantir是一家了不起的企业。它已经在帮助公司和政府机构进行数据收集、管理和分析。随着人工智能和Palantir的AIP的最新进展，该公司已成为通过数据改善业务不可或缺的一部分。一旦您成为客户，转换成本就会很高，因此经常性收入很高。此外，作为该行业的主导者，Palantir拥有扩大其客户群的重要机会。当市场转向消极，公司和政府机构将不再扩展其数据能力，并停止使用Palantir的产品，这在短期内不太可能。因此，DCF 模型中使用的预测可能是积极的。然而，即使有这些估计，该股票似乎也太贵了。尽管我对Palantir的基本面和增长潜力持看涨态度，但在这个价格水平上持有这只股票让我感到不舒服。因此，Palantir获得“持有”评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316750135898128,"gmtCreate":1718350260447,"gmtModify":1718350596441,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316750135898128","repostId":"2442536533","repostType":2,"repost":{"id":"2442536533","pubTimestamp":1718348400,"share":"https://ttm.financial/m/news/2442536533?lang=&edition=fundamental","pubTime":"2024-06-14 15:00","market":"us","language":"en","title":"AAPL, MSFT, NVDA: Which Stock Is Most Likely to Hit $4 Trillion First?","url":"https://stock-news.laohu8.com/highlight/detail?id=2442536533","media":"InvestorPlace","summary":"It may not take very long at all for the first company to reach the $4 trillion milestone mark as we approach the second half.","content":"<html><head></head><body><ul style=\"\"><li><p>The first $3 trillion market cap may have been hit recently. But soon, one of tech’s high flyers may hit $4 trillion.</p></li><li><p><strong>Apple</strong>: Deepwater’s Gene Munster said Apple had its biggest day since 2007. </p></li><li><p><strong>Microsoft</strong>: It’s my top pick to hit the $4 trillion valuation first. </p></li><li><p><strong>Nvidia</strong>: The announcement of Rubin may be fuel for the euphoric rally.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f96458ff306a272fb875824cac37f7d3\" alt=\"Source: Serhii Milekhin / Shutterstock.com\" title=\"Source: Serhii Milekhin / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Serhii Milekhin / Shutterstock.com</span></p><p>The race to $4 trillion is on. <strong>Microsoft</strong>, and <strong>Nvidia</strong> are members of the $3 trillion club, while <strong>Apple</strong> has just returned to the club.</p><p>So, which technology behemoth can adapt to keep growth rates elevated enough to keep the good times going? Undoubtedly, Nvidia’s blistering triple-digit sales growth puts the GPU kingpin on another planet.</p><p>This initial artificial intelligence (<strong>AI</strong>) accelerator gold rush will cool down. And when it does, questions linger about the kind of sustained growth rate that Nvidia will settle into. If there is a downturn in the future, it will be almost impossible to time.</p><p>While triple-digit growth is simply unsustainable, perhaps Nvidia has a few more upside surprises in store for those holding on at today’s meteoric highs.</p><p>After all, many analysts have been guilty of underestimating the company in the past three years. Whether they’re continuing to underestimate the magnitude of the boom remains the $4 trillion question.</p><h2 id=\"id_2949059515\">Apple (AAPL)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63ea4fc6bf14cf37582ddf7c9dce7a1d\" alt=\"Source: Moab Republic / Shutterstock\" title=\"Source: Moab Republic / Shutterstock\" tg-width=\"300\" tg-height=\"169\"/><span>Source: Moab Republic / Shutterstock</span></p><p>How could Apple be the first to hit a $4 trillion valuation after it reigned again as most valuable U.S. company for first time since January?</p><p>Though many consider Apple to be an underdog in the race to $4 trillion, the worst of the company’s iPhone sales hiccups may have already passed. As interest rates begin to fall, perhaps more discretionary income in consumers’ pockets will give way to a splurge on new devices.</p><p>If anything, the latest iPhones, iPads and Macs are not discretionary goods anymore, not when they can run Apple Intelligence using Apple’s hybrid approach to AI computing.</p><p>Additionally, some notable bulls are out following Apple’s big WWDC day, including Deepwater Asset Management’s Gene Munster. Recently, the latter sat down with CNBC to share his thoughts. He thought the first day of WWDC 2024 (June 10) was the biggest day for Apple since 2007, the day Apple unveiled the first iPhone.</p><p>If Munster is right, Apple could find itself at a $4 trillion market cap. That’s just a 22% rally for AAPL stock from here, which is totally attainable given the soft year-to-date (<strong>YTD</strong>) rally of just 11%.</p><h2 id=\"id_2717200425\">Microsoft (MSFT)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f64dad680a056b85fc9e191261845073\" alt=\"Source: Ascannio / Shutterstock.com\" title=\"Source: Ascannio / Shutterstock.com\" tg-width=\"300\" tg-height=\"169\"/><span>Source: Ascannio / Shutterstock.com</span></p><p>Microsoft is one of technically the closest to hitting that $4 trillion market cap mark. Now, the stock is sitting at just south of $3.3 trillion. The road to $4 trillion may be less traveled for Microsoft at current levels. Yet, it would be a mistake to discount the potential for Nvidia or Apple to make a second-half sprint to such a finish line.</p><p>In any case, some smart analysts see Microsoft rising to a valuation of $4 trillion, thanks in part to its drivers that span well beyond generative AI.</p><p>Most notably, the Azure cloud business, which stands to benefit from greater AI usage as a whole, could be next in line to excite. Pierre Ferragu of NewStreet Research thinks a $4 trillion valuation makes sense as Microsoft seeks “achieving the Nirvana of execution.” That entails “higher profitability” and “rapid and steady market share gains.”</p><p>Truly, fast and steady may ultimately win the market cap race. And MSFT stock has the best shot at rallying enough to mint Microsoft as the first to break a $4 trillion valuation. A gain of around 22% from Thursday’s close will do it.</p><h2 id=\"id_706417736\">Nvidia (NVDA)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ed51b8b8d703070a9e2ed290dd230b31\" alt=\"Source: Michael Vi / Shutterstock.com\" title=\"Source: Michael Vi / Shutterstock.com\" tg-width=\"300\" tg-height=\"169\"/><span>Source: Michael Vi / Shutterstock.com</span></p><p>Nvidia is probably the favorite pick for many to hit the $4 trillion valuation level first. At around $3.2 trillion, it will take a surge of just over 25% to hit the level.</p><p>NVDA stock has rallied more than 35% in just the past month. If AI enthusiasm continues, Nvidia could be flirting with $4 trillion in a matter of weeks. Of course, just how much exciting news can flow in for the summer when we’ve already had so much to admire in the first half?</p><p>Already, Nvidia is thinking years ahead with its Rubin platform for 2026. It’s not just the GPU that has investors’ attention. It’s the next-generation Vera chip built on the Rubin platform that could capture the world by storm.</p><p>There’s only one problem with the Rubin news. It’s likely already (mostly) baked in, and we’re going to have to wait more than a year and a half before the chip launches. That’s a long wait. And NVDA stock could certainly consolidate until Rubin launches.</p><p>Finally, Rubin’s hype may bring forward a bit of excitement and upside this year, perhaps taking away from NVDA stock’s future performance. Whether it’s enough to sustain a 2024 push to a $4 trillion market cap remains to be seen.</p></body></html>","source":"investorplace_stock_picks","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>AAPL, MSFT, NVDA: Which Stock Is Most Likely to Hit $4 Trillion First?</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\">\nAAPL, MSFT, NVDA: Which Stock Is Most Likely to Hit $4 Trillion First?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-14 15:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/06/aapl-msft-nvda-which-stock-is-most-likely-to-hit-4-trillion-first/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The first $3 trillion market cap may have been hit recently. But soon, one of tech’s high flyers may hit $4 trillion.Apple: Deepwater’s Gene Munster said Apple had its biggest day since 2007. ...</p>\n\n<a href=\"https://investorplace.com/2024/06/aapl-msft-nvda-which-stock-is-most-likely-to-hit-4-trillion-first/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0149725797.USD":"汇丰美国股市经济规模基金","BK4553":"喜马拉雅资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4567":"ESG概念","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4512":"苹果概念","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4097":"系统软件","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","BK4559":"巴菲特持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0079474960.USD":"联博美国增长基金A","AAPL":"苹果","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4550":"红杉资本持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4538":"云计算","LU0171293334.USD":"贝莱德英国基金A2","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4535":"淡马锡持仓","BK4549":"软银资本持仓","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","BK4548":"巴美列捷福持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0097036916.USD":"贝莱德美国增长A2 USD","NVDA":"英伟达","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","MSFT":"微软","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓"},"source_url":"https://investorplace.com/2024/06/aapl-msft-nvda-which-stock-is-most-likely-to-hit-4-trillion-first/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2442536533","content_text":"The first $3 trillion market cap may have been hit recently. But soon, one of tech’s high flyers may hit $4 trillion.Apple: Deepwater’s Gene Munster said Apple had its biggest day since 2007. Microsoft: It’s my top pick to hit the $4 trillion valuation first. Nvidia: The announcement of Rubin may be fuel for the euphoric rally.Source: Serhii Milekhin / Shutterstock.comThe race to $4 trillion is on. Microsoft, and Nvidia are members of the $3 trillion club, while Apple has just returned to the club.So, which technology behemoth can adapt to keep growth rates elevated enough to keep the good times going? Undoubtedly, Nvidia’s blistering triple-digit sales growth puts the GPU kingpin on another planet.This initial artificial intelligence (AI) accelerator gold rush will cool down. And when it does, questions linger about the kind of sustained growth rate that Nvidia will settle into. If there is a downturn in the future, it will be almost impossible to time.While triple-digit growth is simply unsustainable, perhaps Nvidia has a few more upside surprises in store for those holding on at today’s meteoric highs.After all, many analysts have been guilty of underestimating the company in the past three years. Whether they’re continuing to underestimate the magnitude of the boom remains the $4 trillion question.Apple (AAPL)Source: Moab Republic / ShutterstockHow could Apple be the first to hit a $4 trillion valuation after it reigned again as most valuable U.S. company for first time since January?Though many consider Apple to be an underdog in the race to $4 trillion, the worst of the company’s iPhone sales hiccups may have already passed. As interest rates begin to fall, perhaps more discretionary income in consumers’ pockets will give way to a splurge on new devices.If anything, the latest iPhones, iPads and Macs are not discretionary goods anymore, not when they can run Apple Intelligence using Apple’s hybrid approach to AI computing.Additionally, some notable bulls are out following Apple’s big WWDC day, including Deepwater Asset Management’s Gene Munster. Recently, the latter sat down with CNBC to share his thoughts. He thought the first day of WWDC 2024 (June 10) was the biggest day for Apple since 2007, the day Apple unveiled the first iPhone.If Munster is right, Apple could find itself at a $4 trillion market cap. That’s just a 22% rally for AAPL stock from here, which is totally attainable given the soft year-to-date (YTD) rally of just 11%.Microsoft (MSFT)Source: Ascannio / Shutterstock.comMicrosoft is one of technically the closest to hitting that $4 trillion market cap mark. Now, the stock is sitting at just south of $3.3 trillion. The road to $4 trillion may be less traveled for Microsoft at current levels. Yet, it would be a mistake to discount the potential for Nvidia or Apple to make a second-half sprint to such a finish line.In any case, some smart analysts see Microsoft rising to a valuation of $4 trillion, thanks in part to its drivers that span well beyond generative AI.Most notably, the Azure cloud business, which stands to benefit from greater AI usage as a whole, could be next in line to excite. Pierre Ferragu of NewStreet Research thinks a $4 trillion valuation makes sense as Microsoft seeks “achieving the Nirvana of execution.” That entails “higher profitability” and “rapid and steady market share gains.”Truly, fast and steady may ultimately win the market cap race. And MSFT stock has the best shot at rallying enough to mint Microsoft as the first to break a $4 trillion valuation. A gain of around 22% from Thursday’s close will do it.Nvidia (NVDA)Source: Michael Vi / Shutterstock.comNvidia is probably the favorite pick for many to hit the $4 trillion valuation level first. At around $3.2 trillion, it will take a surge of just over 25% to hit the level.NVDA stock has rallied more than 35% in just the past month. If AI enthusiasm continues, Nvidia could be flirting with $4 trillion in a matter of weeks. Of course, just how much exciting news can flow in for the summer when we’ve already had so much to admire in the first half?Already, Nvidia is thinking years ahead with its Rubin platform for 2026. It’s not just the GPU that has investors’ attention. It’s the next-generation Vera chip built on the Rubin platform that could capture the world by storm.There’s only one problem with the Rubin news. It’s likely already (mostly) baked in, and we’re going to have to wait more than a year and a half before the chip launches. That’s a long wait. And NVDA stock could certainly consolidate until Rubin launches.Finally, Rubin’s hype may bring forward a bit of excitement and upside this year, perhaps taking away from NVDA stock’s future performance. Whether it’s enough to sustain a 2024 push to a $4 trillion market cap remains to be seen.","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316748450021560,"gmtCreate":1718349849970,"gmtModify":1718350586815,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"Tqower","listText":"Tqower","text":"Tqower","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316748450021560","repostId":"1114741583","repostType":2,"repost":{"id":"1114741583","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":1718319600,"share":"https://ttm.financial/m/news/1114741583?lang=&edition=fundamental","pubTime":"2024-06-14 07:00","market":"us","language":"en","title":"Post-Bell | Nasdaq, S&P 500 Post All-Time Closing Highs; Tesla Gains About 3%; GameStop Surges 14%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114741583","media":"Tiger Newspress","summary":"The S&P 500 and Nasdaq registered record closing highs for a fourth session in a row on Thursday as technology shares extended their recent rally.Market SnapshotThe Dow Jones Industrial Average fell 6","content":"<html><head></head><body><p>The S&amp;P 500 and Nasdaq registered record closing highs for a fourth session in a row on Thursday as technology shares extended their recent rally.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The Dow Jones Industrial Average fell 65.11 points, or 0.17%, to 38,647.1, the S&amp;P 500 gained 12.71 points, or 0.23%, at 5,433.74 and the Nasdaq Composite rose 59.12 points, or 0.34%, to 17,667.56.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/94fb12324ae98dbb2cdcad2cbfb7fc2e\" tg-width=\"375\" tg-height=\"203\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><strong><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></strong> - Tesla stock rose 2.9%. Shareholders of the electric-vehicle company will finish voting Thursday on CEO Elon Musk’s $56 billion compensation package. In a tweet late Wednesday, Musk said shareholders so far were voting to pass his pay package—which awards him about 300 million incentive-laden stock options—and another resolution to move Tesla’s legal home to Texas, by “wide margins.”</p><p style=\"text-align: start;\">Separately, Tesla said it likely will raise the price of its Model 3 in Europe following new tariffs on electric vehicles made in China planned by the EU.</p><p><strong><a href=\"https://laohu8.com/S/AAPL\">Apple</a></strong> - Apple stock was up 0.6%. Shares in the iPhone maker closed for a third day at a record high. It passed Microsoft as the most valuable company based on market capitalization, according to Dow Jones Market Data.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a></strong> - Broadcom stock surged 12.3% after the semiconductor and software company’s fiscal second-quarter earnings topped analysts’ expectations and it announced a 10-for-1 stock split.  Broadcom said the results were driven by strong demand for chips related to artificial intelligence and by VMware, which it acquired in late 2023. The company also boosted its fiscal-year revenue guidance.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/GME\">GameStop</a></strong> - GameStop stock rose 14.4%, extending a wild ride for the videogame retailer after shares fell 17% on Wednesday. The company planned to hold its annual shareholders meeting Thursday, but servers crashed because of overwhelming interest in the livestream.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/SIG\">Signet Jewelers</a></strong> - Signet Jewelers stock was down 14.9% after the jewelry company’s earnings topped estimates but revenue fell in its fiscal first quarter and second-quarter guidance was short of expectations.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/PLAY\">Dave &amp; Buster&#39;s Entertainment</a></strong> - Dave &amp; Buster’s Entertainment reported fiscal first-quarter revenue of $588.1 million, down 1.5% from a year earlier and below Wall Street estimates of $615.9 million. Same-store sales fell a wider-than-expected 5.6%, marking the fifth-straight quarter of declining comparable-store sales. Shares tumbled 10.9%.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/CURV\">Torrid Holdings</a></strong> - Torrid Holdings, the clothing retailer, said improved traffic and “tightly controlling inventory levels” resulted in higher fiscal first-quarter profit. Shares closed up 0.8% after trading sharply lower in the session.</p><p><strong><a href=\"https://laohu8.com/S/OXM\">Oxford</a></strong> - Oxford Industries, the maker of the Tommy Bahama and Lilly Pulitzer fashion brands, cut its fiscal-year sales and profit outlook, saying consumers have “become more cautious than originally anticipated.” Shares rose 0.8%.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/GNRC\">Generac</a></strong> - Generac stock fell 4.6% to $136.16. Shares of the standby-generator maker were downgraded to Neutral from Buy at Janney Montgomery Scott and the stock’s fair value estimate was raised to $154 from $126.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/KMB\">Kimberly-Clark</a></strong> - Kimberly-Clark stock rose 3.1% to $139.43 after receiving a double upgrade to Buy from Underperform at BofA Securities. Analysts also raised their price target on the maker of Huggies diapers and Kleenex tissue to $160 from $115.</p><h2 id=\"id_3378142872\">Market News</h2><h3 id=\"id_3383660211\">Tesla Shareholders Approve CEO Musk&#39;s $56 Billion Pay, Company&#39;s Move to Texas</h3><p>Tesla shareholders approved CEO Elon Musk&#39;s $56 billion pay package, the electric vehicle-maker said on Thursday, a big thumbs-up to his leadership and an enticement for keeping his focus on his biggest source of wealth.</p><p>Shareholders also approved a proposal to move the company&#39;s legal home to Texas from Delaware, Tesla said at its annual shareholder meeting in Austin, Texas. They also approved other proposals including the re-election of two board members: Musk&#39;s brother Kimbal Musk and James Murdoch, son of media mogul Rupert Murdoch.</p><p>Shareholders did increase the level of investor control by passing proposals in favor of shortening board terms to one year and lowering voting requirements for proposals to a simple majority, despite board opposition to both.</p><p>Onstage at the meeting, Musk described himself as pathologically optimistic. &#34;If I wasn&#39;t optimistic this wouldn&#39;t exist, this factory wouldn&#39;t exist,&#34; Musk said to applause. &#34;But I do deliver in the end. That&#39;s the important thing.&#34;</p><h3 id=\"id_1724046333\">Roaring Kitty Nearly Doubles GameStop Holdings to 9 Million Shares, Reddit Post Shows</h3><p>Keith Gill, the stock influencer known as Roaring Kitty, updated his holding of GameStop on Thursday to show he now owns 9 million shares of the company, up from 5 million at the start of the week.</p><p>Gill&#39;s update, posted on Reddit after the close of trading, showed the value of his position at $262.1 million. That is 2.1% of GameStop&#39;s 426 million outstanding shares, according to a recent regulatory filing.</p><p>The update also showed he no longer holds the 120,000 June 21, $20 strike call options he had disclosed in his last update.</p><p><strong>Trade US Stocks 24/5 with Tiger Trade!</strong></p><p><img src=\"https://community-static.tradeup.com/news/cb2a68ea7a1c0e44eb3c83005b3fcbbc\" alt=\"\"/></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>Post-Bell | Nasdaq, S&P 500 Post All-Time Closing Highs; Tesla Gains About 3%; GameStop Surges 14%</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\">\nPost-Bell | Nasdaq, S&P 500 Post All-Time Closing Highs; Tesla Gains About 3%; GameStop Surges 14%\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\">2024-06-14 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The S&amp;P 500 and Nasdaq registered record closing highs for a fourth session in a row on Thursday as technology shares extended their recent rally.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The Dow Jones Industrial Average fell 65.11 points, or 0.17%, to 38,647.1, the S&amp;P 500 gained 12.71 points, or 0.23%, at 5,433.74 and the Nasdaq Composite rose 59.12 points, or 0.34%, to 17,667.56.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/94fb12324ae98dbb2cdcad2cbfb7fc2e\" tg-width=\"375\" tg-height=\"203\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><strong><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></strong> - Tesla stock rose 2.9%. Shareholders of the electric-vehicle company will finish voting Thursday on CEO Elon Musk’s $56 billion compensation package. In a tweet late Wednesday, Musk said shareholders so far were voting to pass his pay package—which awards him about 300 million incentive-laden stock options—and another resolution to move Tesla’s legal home to Texas, by “wide margins.”</p><p style=\"text-align: start;\">Separately, Tesla said it likely will raise the price of its Model 3 in Europe following new tariffs on electric vehicles made in China planned by the EU.</p><p><strong><a href=\"https://laohu8.com/S/AAPL\">Apple</a></strong> - Apple stock was up 0.6%. Shares in the iPhone maker closed for a third day at a record high. It passed Microsoft as the most valuable company based on market capitalization, according to Dow Jones Market Data.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a></strong> - Broadcom stock surged 12.3% after the semiconductor and software company’s fiscal second-quarter earnings topped analysts’ expectations and it announced a 10-for-1 stock split.  Broadcom said the results were driven by strong demand for chips related to artificial intelligence and by VMware, which it acquired in late 2023. The company also boosted its fiscal-year revenue guidance.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/GME\">GameStop</a></strong> - GameStop stock rose 14.4%, extending a wild ride for the videogame retailer after shares fell 17% on Wednesday. The company planned to hold its annual shareholders meeting Thursday, but servers crashed because of overwhelming interest in the livestream.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/SIG\">Signet Jewelers</a></strong> - Signet Jewelers stock was down 14.9% after the jewelry company’s earnings topped estimates but revenue fell in its fiscal first quarter and second-quarter guidance was short of expectations.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/PLAY\">Dave &amp; Buster&#39;s Entertainment</a></strong> - Dave &amp; Buster’s Entertainment reported fiscal first-quarter revenue of $588.1 million, down 1.5% from a year earlier and below Wall Street estimates of $615.9 million. Same-store sales fell a wider-than-expected 5.6%, marking the fifth-straight quarter of declining comparable-store sales. Shares tumbled 10.9%.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/CURV\">Torrid Holdings</a></strong> - Torrid Holdings, the clothing retailer, said improved traffic and “tightly controlling inventory levels” resulted in higher fiscal first-quarter profit. Shares closed up 0.8% after trading sharply lower in the session.</p><p><strong><a href=\"https://laohu8.com/S/OXM\">Oxford</a></strong> - Oxford Industries, the maker of the Tommy Bahama and Lilly Pulitzer fashion brands, cut its fiscal-year sales and profit outlook, saying consumers have “become more cautious than originally anticipated.” Shares rose 0.8%.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/GNRC\">Generac</a></strong> - Generac stock fell 4.6% to $136.16. Shares of the standby-generator maker were downgraded to Neutral from Buy at Janney Montgomery Scott and the stock’s fair value estimate was raised to $154 from $126.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/KMB\">Kimberly-Clark</a></strong> - Kimberly-Clark stock rose 3.1% to $139.43 after receiving a double upgrade to Buy from Underperform at BofA Securities. Analysts also raised their price target on the maker of Huggies diapers and Kleenex tissue to $160 from $115.</p><h2 id=\"id_3378142872\">Market News</h2><h3 id=\"id_3383660211\">Tesla Shareholders Approve CEO Musk&#39;s $56 Billion Pay, Company&#39;s Move to Texas</h3><p>Tesla shareholders approved CEO Elon Musk&#39;s $56 billion pay package, the electric vehicle-maker said on Thursday, a big thumbs-up to his leadership and an enticement for keeping his focus on his biggest source of wealth.</p><p>Shareholders also approved a proposal to move the company&#39;s legal home to Texas from Delaware, Tesla said at its annual shareholder meeting in Austin, Texas. They also approved other proposals including the re-election of two board members: Musk&#39;s brother Kimbal Musk and James Murdoch, son of media mogul Rupert Murdoch.</p><p>Shareholders did increase the level of investor control by passing proposals in favor of shortening board terms to one year and lowering voting requirements for proposals to a simple majority, despite board opposition to both.</p><p>Onstage at the meeting, Musk described himself as pathologically optimistic. &#34;If I wasn&#39;t optimistic this wouldn&#39;t exist, this factory wouldn&#39;t exist,&#34; Musk said to applause. &#34;But I do deliver in the end. That&#39;s the important thing.&#34;</p><h3 id=\"id_1724046333\">Roaring Kitty Nearly Doubles GameStop Holdings to 9 Million Shares, Reddit Post Shows</h3><p>Keith Gill, the stock influencer known as Roaring Kitty, updated his holding of GameStop on Thursday to show he now owns 9 million shares of the company, up from 5 million at the start of the week.</p><p>Gill&#39;s update, posted on Reddit after the close of trading, showed the value of his position at $262.1 million. That is 2.1% of GameStop&#39;s 426 million outstanding shares, according to a recent regulatory filing.</p><p>The update also showed he no longer holds the 120,000 June 21, $20 strike call options he had disclosed in his last update.</p><p><strong>Trade US Stocks 24/5 with Tiger Trade!</strong></p><p><img src=\"https://community-static.tradeup.com/news/cb2a68ea7a1c0e44eb3c83005b3fcbbc\" alt=\"\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GNRC":"Generac控股","OXM":"牛津工业","AVGO":"博通",".DJI":"道琼斯","TSLA":"特斯拉",".IXIC":"NASDAQ Composite","KMB":"金佰利","GME":"游戏驿站","SIG":"西格内特珠宝",".SPX":"S&P 500 Index","PLAY":"Dave & Buster","CURV":"Torrid Holdings","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114741583","content_text":"The S&P 500 and Nasdaq registered record closing highs for a fourth session in a row on Thursday as technology shares extended their recent rally.Market SnapshotThe Dow Jones Industrial Average fell 65.11 points, or 0.17%, to 38,647.1, the S&P 500 gained 12.71 points, or 0.23%, at 5,433.74 and the Nasdaq Composite rose 59.12 points, or 0.34%, to 17,667.56.Market MoversTesla - Tesla stock rose 2.9%. Shareholders of the electric-vehicle company will finish voting Thursday on CEO Elon Musk’s $56 billion compensation package. In a tweet late Wednesday, Musk said shareholders so far were voting to pass his pay package—which awards him about 300 million incentive-laden stock options—and another resolution to move Tesla’s legal home to Texas, by “wide margins.”Separately, Tesla said it likely will raise the price of its Model 3 in Europe following new tariffs on electric vehicles made in China planned by the EU.Apple - Apple stock was up 0.6%. Shares in the iPhone maker closed for a third day at a record high. It passed Microsoft as the most valuable company based on market capitalization, according to Dow Jones Market Data.Broadcom - Broadcom stock surged 12.3% after the semiconductor and software company’s fiscal second-quarter earnings topped analysts’ expectations and it announced a 10-for-1 stock split.  Broadcom said the results were driven by strong demand for chips related to artificial intelligence and by VMware, which it acquired in late 2023. The company also boosted its fiscal-year revenue guidance.GameStop - GameStop stock rose 14.4%, extending a wild ride for the videogame retailer after shares fell 17% on Wednesday. The company planned to hold its annual shareholders meeting Thursday, but servers crashed because of overwhelming interest in the livestream.Signet Jewelers - Signet Jewelers stock was down 14.9% after the jewelry company’s earnings topped estimates but revenue fell in its fiscal first quarter and second-quarter guidance was short of expectations.Dave & Buster's Entertainment - Dave & Buster’s Entertainment reported fiscal first-quarter revenue of $588.1 million, down 1.5% from a year earlier and below Wall Street estimates of $615.9 million. Same-store sales fell a wider-than-expected 5.6%, marking the fifth-straight quarter of declining comparable-store sales. Shares tumbled 10.9%.Torrid Holdings - Torrid Holdings, the clothing retailer, said improved traffic and “tightly controlling inventory levels” resulted in higher fiscal first-quarter profit. Shares closed up 0.8% after trading sharply lower in the session.Oxford - Oxford Industries, the maker of the Tommy Bahama and Lilly Pulitzer fashion brands, cut its fiscal-year sales and profit outlook, saying consumers have “become more cautious than originally anticipated.” Shares rose 0.8%.Generac - Generac stock fell 4.6% to $136.16. Shares of the standby-generator maker were downgraded to Neutral from Buy at Janney Montgomery Scott and the stock’s fair value estimate was raised to $154 from $126.Kimberly-Clark - Kimberly-Clark stock rose 3.1% to $139.43 after receiving a double upgrade to Buy from Underperform at BofA Securities. Analysts also raised their price target on the maker of Huggies diapers and Kleenex tissue to $160 from $115.Market NewsTesla Shareholders Approve CEO Musk's $56 Billion Pay, Company's Move to TexasTesla shareholders approved CEO Elon Musk's $56 billion pay package, the electric vehicle-maker said on Thursday, a big thumbs-up to his leadership and an enticement for keeping his focus on his biggest source of wealth.Shareholders also approved a proposal to move the company's legal home to Texas from Delaware, Tesla said at its annual shareholder meeting in Austin, Texas. They also approved other proposals including the re-election of two board members: Musk's brother Kimbal Musk and James Murdoch, son of media mogul Rupert Murdoch.Shareholders did increase the level of investor control by passing proposals in favor of shortening board terms to one year and lowering voting requirements for proposals to a simple majority, despite board opposition to both.Onstage at the meeting, Musk described himself as pathologically optimistic. \"If I wasn't optimistic this wouldn't exist, this factory wouldn't exist,\" Musk said to applause. \"But I do deliver in the end. That's the important thing.\"Roaring Kitty Nearly Doubles GameStop Holdings to 9 Million Shares, Reddit Post ShowsKeith Gill, the stock influencer known as Roaring Kitty, updated his holding of GameStop on Thursday to show he now owns 9 million shares of the company, up from 5 million at the start of the week.Gill's update, posted on Reddit after the close of trading, showed the value of his position at $262.1 million. That is 2.1% of GameStop's 426 million outstanding shares, according to a recent regulatory filing.The update also showed he no longer holds the 120,000 June 21, $20 strike call options he had disclosed in his last update.Trade US Stocks 24/5 with Tiger Trade!","news_type":1},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":316747113742600,"gmtCreate":1718349610171,"gmtModify":1718350572206,"author":{"id":"4181345597915312","authorId":"4181345597915312","name":"Welcome tomorrow","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181345597915312","idStr":"4181345597915312"},"themes":[],"htmlText":"Slarq","listText":"Slarq","text":"Slarq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/316747113742600","repostId":"1114741583","repostType":2,"repost":{"id":"1114741583","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":1718319600,"share":"https://ttm.financial/m/news/1114741583?lang=&edition=fundamental","pubTime":"2024-06-14 07:00","market":"us","language":"en","title":"Post-Bell | Nasdaq, S&P 500 Post All-Time Closing Highs; Tesla Gains About 3%; GameStop Surges 14%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114741583","media":"Tiger Newspress","summary":"The S&P 500 and Nasdaq registered record closing highs for a fourth session in a row on Thursday as technology shares extended their recent rally.Market SnapshotThe Dow Jones Industrial Average fell 6","content":"<html><head></head><body><p>The S&amp;P 500 and Nasdaq registered record closing highs for a fourth session in a row on Thursday as technology shares extended their recent rally.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The Dow Jones Industrial Average fell 65.11 points, or 0.17%, to 38,647.1, the S&amp;P 500 gained 12.71 points, or 0.23%, at 5,433.74 and the Nasdaq Composite rose 59.12 points, or 0.34%, to 17,667.56.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/94fb12324ae98dbb2cdcad2cbfb7fc2e\" tg-width=\"375\" tg-height=\"203\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><strong><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></strong> - Tesla stock rose 2.9%. Shareholders of the electric-vehicle company will finish voting Thursday on CEO Elon Musk’s $56 billion compensation package. In a tweet late Wednesday, Musk said shareholders so far were voting to pass his pay package—which awards him about 300 million incentive-laden stock options—and another resolution to move Tesla’s legal home to Texas, by “wide margins.”</p><p style=\"text-align: start;\">Separately, Tesla said it likely will raise the price of its Model 3 in Europe following new tariffs on electric vehicles made in China planned by the EU.</p><p><strong><a href=\"https://laohu8.com/S/AAPL\">Apple</a></strong> - Apple stock was up 0.6%. Shares in the iPhone maker closed for a third day at a record high. It passed Microsoft as the most valuable company based on market capitalization, according to Dow Jones Market Data.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a></strong> - Broadcom stock surged 12.3% after the semiconductor and software company’s fiscal second-quarter earnings topped analysts’ expectations and it announced a 10-for-1 stock split.  Broadcom said the results were driven by strong demand for chips related to artificial intelligence and by VMware, which it acquired in late 2023. The company also boosted its fiscal-year revenue guidance.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/GME\">GameStop</a></strong> - GameStop stock rose 14.4%, extending a wild ride for the videogame retailer after shares fell 17% on Wednesday. The company planned to hold its annual shareholders meeting Thursday, but servers crashed because of overwhelming interest in the livestream.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/SIG\">Signet Jewelers</a></strong> - Signet Jewelers stock was down 14.9% after the jewelry company’s earnings topped estimates but revenue fell in its fiscal first quarter and second-quarter guidance was short of expectations.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/PLAY\">Dave &amp; Buster&#39;s Entertainment</a></strong> - Dave &amp; Buster’s Entertainment reported fiscal first-quarter revenue of $588.1 million, down 1.5% from a year earlier and below Wall Street estimates of $615.9 million. Same-store sales fell a wider-than-expected 5.6%, marking the fifth-straight quarter of declining comparable-store sales. Shares tumbled 10.9%.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/CURV\">Torrid Holdings</a></strong> - Torrid Holdings, the clothing retailer, said improved traffic and “tightly controlling inventory levels” resulted in higher fiscal first-quarter profit. Shares closed up 0.8% after trading sharply lower in the session.</p><p><strong><a href=\"https://laohu8.com/S/OXM\">Oxford</a></strong> - Oxford Industries, the maker of the Tommy Bahama and Lilly Pulitzer fashion brands, cut its fiscal-year sales and profit outlook, saying consumers have “become more cautious than originally anticipated.” Shares rose 0.8%.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/GNRC\">Generac</a></strong> - Generac stock fell 4.6% to $136.16. Shares of the standby-generator maker were downgraded to Neutral from Buy at Janney Montgomery Scott and the stock’s fair value estimate was raised to $154 from $126.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/KMB\">Kimberly-Clark</a></strong> - Kimberly-Clark stock rose 3.1% to $139.43 after receiving a double upgrade to Buy from Underperform at BofA Securities. Analysts also raised their price target on the maker of Huggies diapers and Kleenex tissue to $160 from $115.</p><h2 id=\"id_3378142872\">Market News</h2><h3 id=\"id_3383660211\">Tesla Shareholders Approve CEO Musk&#39;s $56 Billion Pay, Company&#39;s Move to Texas</h3><p>Tesla shareholders approved CEO Elon Musk&#39;s $56 billion pay package, the electric vehicle-maker said on Thursday, a big thumbs-up to his leadership and an enticement for keeping his focus on his biggest source of wealth.</p><p>Shareholders also approved a proposal to move the company&#39;s legal home to Texas from Delaware, Tesla said at its annual shareholder meeting in Austin, Texas. They also approved other proposals including the re-election of two board members: Musk&#39;s brother Kimbal Musk and James Murdoch, son of media mogul Rupert Murdoch.</p><p>Shareholders did increase the level of investor control by passing proposals in favor of shortening board terms to one year and lowering voting requirements for proposals to a simple majority, despite board opposition to both.</p><p>Onstage at the meeting, Musk described himself as pathologically optimistic. &#34;If I wasn&#39;t optimistic this wouldn&#39;t exist, this factory wouldn&#39;t exist,&#34; Musk said to applause. &#34;But I do deliver in the end. That&#39;s the important thing.&#34;</p><h3 id=\"id_1724046333\">Roaring Kitty Nearly Doubles GameStop Holdings to 9 Million Shares, Reddit Post Shows</h3><p>Keith Gill, the stock influencer known as Roaring Kitty, updated his holding of GameStop on Thursday to show he now owns 9 million shares of the company, up from 5 million at the start of the week.</p><p>Gill&#39;s update, posted on Reddit after the close of trading, showed the value of his position at $262.1 million. That is 2.1% of GameStop&#39;s 426 million outstanding shares, according to a recent regulatory filing.</p><p>The update also showed he no longer holds the 120,000 June 21, $20 strike call options he had disclosed in his last update.</p><p><strong>Trade US Stocks 24/5 with Tiger Trade!</strong></p><p><img src=\"https://community-static.tradeup.com/news/cb2a68ea7a1c0e44eb3c83005b3fcbbc\" alt=\"\"/></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>Post-Bell | Nasdaq, S&P 500 Post All-Time Closing Highs; Tesla Gains About 3%; GameStop Surges 14%</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\">\nPost-Bell | Nasdaq, S&P 500 Post All-Time Closing Highs; Tesla Gains About 3%; GameStop Surges 14%\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\">2024-06-14 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The S&amp;P 500 and Nasdaq registered record closing highs for a fourth session in a row on Thursday as technology shares extended their recent rally.</p><h2 id=\"id_966889051\">Market Snapshot</h2><p>The Dow Jones Industrial Average fell 65.11 points, or 0.17%, to 38,647.1, the S&amp;P 500 gained 12.71 points, or 0.23%, at 5,433.74 and the Nasdaq Composite rose 59.12 points, or 0.34%, to 17,667.56.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/94fb12324ae98dbb2cdcad2cbfb7fc2e\" tg-width=\"375\" tg-height=\"203\"/></p><h2 id=\"id_215835447\">Market Movers</h2><p><strong><a href=\"https://laohu8.com/S/TSLA\">Tesla</a></strong> - Tesla stock rose 2.9%. Shareholders of the electric-vehicle company will finish voting Thursday on CEO Elon Musk’s $56 billion compensation package. In a tweet late Wednesday, Musk said shareholders so far were voting to pass his pay package—which awards him about 300 million incentive-laden stock options—and another resolution to move Tesla’s legal home to Texas, by “wide margins.”</p><p style=\"text-align: start;\">Separately, Tesla said it likely will raise the price of its Model 3 in Europe following new tariffs on electric vehicles made in China planned by the EU.</p><p><strong><a href=\"https://laohu8.com/S/AAPL\">Apple</a></strong> - Apple stock was up 0.6%. Shares in the iPhone maker closed for a third day at a record high. It passed Microsoft as the most valuable company based on market capitalization, according to Dow Jones Market Data.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a></strong> - Broadcom stock surged 12.3% after the semiconductor and software company’s fiscal second-quarter earnings topped analysts’ expectations and it announced a 10-for-1 stock split.  Broadcom said the results were driven by strong demand for chips related to artificial intelligence and by VMware, which it acquired in late 2023. The company also boosted its fiscal-year revenue guidance.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/GME\">GameStop</a></strong> - GameStop stock rose 14.4%, extending a wild ride for the videogame retailer after shares fell 17% on Wednesday. The company planned to hold its annual shareholders meeting Thursday, but servers crashed because of overwhelming interest in the livestream.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/SIG\">Signet Jewelers</a></strong> - Signet Jewelers stock was down 14.9% after the jewelry company’s earnings topped estimates but revenue fell in its fiscal first quarter and second-quarter guidance was short of expectations.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/PLAY\">Dave &amp; Buster&#39;s Entertainment</a></strong> - Dave &amp; Buster’s Entertainment reported fiscal first-quarter revenue of $588.1 million, down 1.5% from a year earlier and below Wall Street estimates of $615.9 million. Same-store sales fell a wider-than-expected 5.6%, marking the fifth-straight quarter of declining comparable-store sales. Shares tumbled 10.9%.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/CURV\">Torrid Holdings</a></strong> - Torrid Holdings, the clothing retailer, said improved traffic and “tightly controlling inventory levels” resulted in higher fiscal first-quarter profit. Shares closed up 0.8% after trading sharply lower in the session.</p><p><strong><a href=\"https://laohu8.com/S/OXM\">Oxford</a></strong> - Oxford Industries, the maker of the Tommy Bahama and Lilly Pulitzer fashion brands, cut its fiscal-year sales and profit outlook, saying consumers have “become more cautious than originally anticipated.” Shares rose 0.8%.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/GNRC\">Generac</a></strong> - Generac stock fell 4.6% to $136.16. Shares of the standby-generator maker were downgraded to Neutral from Buy at Janney Montgomery Scott and the stock’s fair value estimate was raised to $154 from $126.</p><p style=\"text-align: start;\"><strong><a href=\"https://laohu8.com/S/KMB\">Kimberly-Clark</a></strong> - Kimberly-Clark stock rose 3.1% to $139.43 after receiving a double upgrade to Buy from Underperform at BofA Securities. Analysts also raised their price target on the maker of Huggies diapers and Kleenex tissue to $160 from $115.</p><h2 id=\"id_3378142872\">Market News</h2><h3 id=\"id_3383660211\">Tesla Shareholders Approve CEO Musk&#39;s $56 Billion Pay, Company&#39;s Move to Texas</h3><p>Tesla shareholders approved CEO Elon Musk&#39;s $56 billion pay package, the electric vehicle-maker said on Thursday, a big thumbs-up to his leadership and an enticement for keeping his focus on his biggest source of wealth.</p><p>Shareholders also approved a proposal to move the company&#39;s legal home to Texas from Delaware, Tesla said at its annual shareholder meeting in Austin, Texas. They also approved other proposals including the re-election of two board members: Musk&#39;s brother Kimbal Musk and James Murdoch, son of media mogul Rupert Murdoch.</p><p>Shareholders did increase the level of investor control by passing proposals in favor of shortening board terms to one year and lowering voting requirements for proposals to a simple majority, despite board opposition to both.</p><p>Onstage at the meeting, Musk described himself as pathologically optimistic. &#34;If I wasn&#39;t optimistic this wouldn&#39;t exist, this factory wouldn&#39;t exist,&#34; Musk said to applause. &#34;But I do deliver in the end. That&#39;s the important thing.&#34;</p><h3 id=\"id_1724046333\">Roaring Kitty Nearly Doubles GameStop Holdings to 9 Million Shares, Reddit Post Shows</h3><p>Keith Gill, the stock influencer known as Roaring Kitty, updated his holding of GameStop on Thursday to show he now owns 9 million shares of the company, up from 5 million at the start of the week.</p><p>Gill&#39;s update, posted on Reddit after the close of trading, showed the value of his position at $262.1 million. That is 2.1% of GameStop&#39;s 426 million outstanding shares, according to a recent regulatory filing.</p><p>The update also showed he no longer holds the 120,000 June 21, $20 strike call options he had disclosed in his last update.</p><p><strong>Trade US Stocks 24/5 with Tiger Trade!</strong></p><p><img src=\"https://community-static.tradeup.com/news/cb2a68ea7a1c0e44eb3c83005b3fcbbc\" alt=\"\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GNRC":"Generac控股","OXM":"牛津工业","AVGO":"博通",".DJI":"道琼斯","TSLA":"特斯拉",".IXIC":"NASDAQ Composite","KMB":"金佰利","GME":"游戏驿站","SIG":"西格内特珠宝",".SPX":"S&P 500 Index","PLAY":"Dave & Buster","CURV":"Torrid Holdings","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114741583","content_text":"The S&P 500 and Nasdaq registered record closing highs for a fourth session in a row on Thursday as technology shares extended their recent rally.Market SnapshotThe Dow Jones Industrial Average fell 65.11 points, or 0.17%, to 38,647.1, the S&P 500 gained 12.71 points, or 0.23%, at 5,433.74 and the Nasdaq Composite rose 59.12 points, or 0.34%, to 17,667.56.Market MoversTesla - Tesla stock rose 2.9%. Shareholders of the electric-vehicle company will finish voting Thursday on CEO Elon Musk’s $56 billion compensation package. In a tweet late Wednesday, Musk said shareholders so far were voting to pass his pay package—which awards him about 300 million incentive-laden stock options—and another resolution to move Tesla’s legal home to Texas, by “wide margins.”Separately, Tesla said it likely will raise the price of its Model 3 in Europe following new tariffs on electric vehicles made in China planned by the EU.Apple - Apple stock was up 0.6%. Shares in the iPhone maker closed for a third day at a record high. It passed Microsoft as the most valuable company based on market capitalization, according to Dow Jones Market Data.Broadcom - Broadcom stock surged 12.3% after the semiconductor and software company’s fiscal second-quarter earnings topped analysts’ expectations and it announced a 10-for-1 stock split.  Broadcom said the results were driven by strong demand for chips related to artificial intelligence and by VMware, which it acquired in late 2023. The company also boosted its fiscal-year revenue guidance.GameStop - GameStop stock rose 14.4%, extending a wild ride for the videogame retailer after shares fell 17% on Wednesday. The company planned to hold its annual shareholders meeting Thursday, but servers crashed because of overwhelming interest in the livestream.Signet Jewelers - Signet Jewelers stock was down 14.9% after the jewelry company’s earnings topped estimates but revenue fell in its fiscal first quarter and second-quarter guidance was short of expectations.Dave & Buster's Entertainment - Dave & Buster’s Entertainment reported fiscal first-quarter revenue of $588.1 million, down 1.5% from a year earlier and below Wall Street estimates of $615.9 million. Same-store sales fell a wider-than-expected 5.6%, marking the fifth-straight quarter of declining comparable-store sales. Shares tumbled 10.9%.Torrid Holdings - Torrid Holdings, the clothing retailer, said improved traffic and “tightly controlling inventory levels” resulted in higher fiscal first-quarter profit. Shares closed up 0.8% after trading sharply lower in the session.Oxford - Oxford Industries, the maker of the Tommy Bahama and Lilly Pulitzer fashion brands, cut its fiscal-year sales and profit outlook, saying consumers have “become more cautious than originally anticipated.” Shares rose 0.8%.Generac - Generac stock fell 4.6% to $136.16. Shares of the standby-generator maker were downgraded to Neutral from Buy at Janney Montgomery Scott and the stock’s fair value estimate was raised to $154 from $126.Kimberly-Clark - Kimberly-Clark stock rose 3.1% to $139.43 after receiving a double upgrade to Buy from Underperform at BofA Securities. Analysts also raised their price target on the maker of Huggies diapers and Kleenex tissue to $160 from $115.Market NewsTesla Shareholders Approve CEO Musk's $56 Billion Pay, Company's Move to TexasTesla shareholders approved CEO Elon Musk's $56 billion pay package, the electric vehicle-maker said on Thursday, a big thumbs-up to his leadership and an enticement for keeping his focus on his biggest source of wealth.Shareholders also approved a proposal to move the company's legal home to Texas from Delaware, Tesla said at its annual shareholder meeting in Austin, Texas. They also approved other proposals including the re-election of two board members: Musk's brother Kimbal Musk and James Murdoch, son of media mogul Rupert Murdoch.Shareholders did increase the level of investor control by passing proposals in favor of shortening board terms to one year and lowering voting requirements for proposals to a simple majority, despite board opposition to both.Onstage at the meeting, Musk described himself as pathologically optimistic. \"If I wasn't optimistic this wouldn't exist, this factory wouldn't exist,\" Musk said to applause. \"But I do deliver in the end. That's the important thing.\"Roaring Kitty Nearly Doubles GameStop Holdings to 9 Million Shares, Reddit Post ShowsKeith Gill, the stock influencer known as Roaring Kitty, updated his holding of GameStop on Thursday to show he now owns 9 million shares of the company, up from 5 million at the start of the week.Gill's update, posted on Reddit after the close of trading, showed the value of his position at $262.1 million. That is 2.1% of GameStop's 426 million outstanding shares, according to a recent regulatory filing.The update also showed he no longer holds the 120,000 June 21, $20 strike call options he had disclosed in his last update.Trade US Stocks 24/5 with Tiger Trade!","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}