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08-08

When 2 titans work together, extraordinary outcome is imminent.

Two Reasons Why Nvidia's Stock Saw Its Biggest Weekly Surge in More than a Year

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by SpaceX <a href=\"https://laohu8.com/S/SPCX\">$(SPCX)$</a> CEO Elon Musk on his company&#39;s first-ever earnings call Tuesday afternoon, when Musk said that SpaceX has &#34;decided to build exclusively on Nvidia&#34; moving forward.</p><p style=\"text-align: left;\">&#34;We think it&#39;s the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia,&#34; Musk said.</p><p style=\"text-align: left;\">Nvidia&#39;s stock closed up 2.3% on Friday afternoon, and rose 11.6% this week. That made for its best weekly gain since May 16, 2025, when it rose 16.1%, according to Dow Jones Market Data. The chip maker also added $562 billion to its market capitalization this week, which is the company&#39;s largest-ever weekly gain on record, the data showed.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2be28ea1573cd2ffc0739a2b1592d1c4\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">SpaceX&#39;s earnings report followed Big Tech results that were already fueling Nvidia&#39;s stock, as Google <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com (AMZN) and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) all guided their capital expenditures higher for the year.</p><p style=\"text-align: left;\">Aside from Musk&#39;s praise, &#34;the bigger story is how much the major hyperscalers are spending on AI infrastructure right now,&#34; Kate Leaman, chief market analyst at AvaTrade, told MarketWatch, adding that Nvidia remains the top supplier of graphics processing units.</p><p style=\"text-align: left;\">Willy Lee, a principal at investment firm Neostellar, told MarketWatch that while Google&#39;s first bout of quarterly negative free cash flow spooked investors, Microsoft&#39;s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> &#34;more measured approach&#34; to capex and its accelerating cloud growth showed investors a more positive view of all that spending.</p><p style=\"text-align: left;\">With Nvidia&#39;s own earnings report expected later this month, &#34;some traders are clearly positioning ahead of that,&#34; Leaman said in emailed comments. Expectations are already high, however, so a pullback is possible, she noted.</p><p style=\"text-align: left;\">Meanwhile, Musk said SpaceX&#39;s &#34;understanding with Nvidia is that we will receive a very significant percentage&#34; of its GPUs next year, which is when SpaceX plans to install close to 10 gigawatts of compute capacity.</p><p style=\"text-align: left;\">BNP Paribas analyst Stefan Slowinski said Musk&#39;s commentary raises a question of whether availability of GPUs &#34;could once again emerge as a key constraint on AI-infrastructure deployments&#34; in the next 12 to 18 months. That would both offer risks and opportunities, he said in a note.</p><p style=\"text-align: left;\">Compute providers that lack a strong strategic relationship with Nvidia could fall behind, said Slowinski, who does not cover SpaceX. However, customers that do have access to Nvidia&#39;s allocations, or that can scale custom silicon projects, &#34;stand to benefit disproportionately,&#34; he added.</p><p style=\"text-align: left;\">In Slowinski&#39;s view, <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> (CRWV), <a href=\"https://laohu8.com/S/NBIS\">Nebius</a> Group (NBIS) and Oracle <a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a> would be among the best-positioned cloud providers to receive a meaningful share of Nvidia&#39;s chips in the event of supply shortages, though those companies face a possible risk of Nvidia prioritizing the growth potential of its SpaceX relationship.</p><p style=\"text-align: left;\">SpaceX&#39;s emphasis on its allocation from Nvidia &#34;further reinforces that the AI-compute shortage is unlikely to ease, even through 2027,&#34; Slowinski said.</p><p style=\"text-align: left;\">Additionally, SpaceX&#39;s suggestion that memory output is growing at about 20% each year while AI demand is growing at a 200% clip supports the idea that supply is still severely lagging demand, he noted.</p><p style=\"text-align: left;\">&#34;If even directionally accurate, this would suggest that the current favorable pricing environment is unlikely to normalize any time soon,&#34; Slowinski said.</p><p style=\"text-align: left;\">-Britney Nguyen</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>Two Reasons Why Nvidia's Stock Saw Its Biggest Weekly Surge in More than a Year</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\">\nTwo Reasons Why Nvidia's Stock Saw Its Biggest Weekly Surge in More than a Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-08-08 04:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">The chip maker recorded its largest-ever weekly increase in market capitalization</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, led by CEO Jensen Huang, booked a record weekly gain in market value on Friday.</p><p style=\"text-align: left;\">Nvidia&#39;s stock rose on Friday to secure its best weekly performance in more than a year, following a major endorsement for its artificial-intelligence chips and further confirmation that hyperscaler spending is robust.</p><p style=\"text-align: left;\">The chip maker&#39;s (NVDA) upcoming Vera Rubin chip architecture was touted as &#34;the best&#34; by SpaceX <a href=\"https://laohu8.com/S/SPCX\">$(SPCX)$</a> CEO Elon Musk on his company&#39;s first-ever earnings call Tuesday afternoon, when Musk said that SpaceX has &#34;decided to build exclusively on Nvidia&#34; moving forward.</p><p style=\"text-align: left;\">&#34;We think it&#39;s the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia,&#34; Musk said.</p><p style=\"text-align: left;\">Nvidia&#39;s stock closed up 2.3% on Friday afternoon, and rose 11.6% this week. That made for its best weekly gain since May 16, 2025, when it rose 16.1%, according to Dow Jones Market Data. The chip maker also added $562 billion to its market capitalization this week, which is the company&#39;s largest-ever weekly gain on record, the data showed.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2be28ea1573cd2ffc0739a2b1592d1c4\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">SpaceX&#39;s earnings report followed Big Tech results that were already fueling Nvidia&#39;s stock, as Google <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com (AMZN) and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) all guided their capital expenditures higher for the year.</p><p style=\"text-align: left;\">Aside from Musk&#39;s praise, &#34;the bigger story is how much the major hyperscalers are spending on AI infrastructure right now,&#34; Kate Leaman, chief market analyst at AvaTrade, told MarketWatch, adding that Nvidia remains the top supplier of graphics processing units.</p><p style=\"text-align: left;\">Willy Lee, a principal at investment firm Neostellar, told MarketWatch that while Google&#39;s first bout of quarterly negative free cash flow spooked investors, Microsoft&#39;s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> &#34;more measured approach&#34; to capex and its accelerating cloud growth showed investors a more positive view of all that spending.</p><p style=\"text-align: left;\">With Nvidia&#39;s own earnings report expected later this month, &#34;some traders are clearly positioning ahead of that,&#34; Leaman said in emailed comments. Expectations are already high, however, so a pullback is possible, she noted.</p><p style=\"text-align: left;\">Meanwhile, Musk said SpaceX&#39;s &#34;understanding with Nvidia is that we will receive a very significant percentage&#34; of its GPUs next year, which is when SpaceX plans to install close to 10 gigawatts of compute capacity.</p><p style=\"text-align: left;\">BNP Paribas analyst Stefan Slowinski said Musk&#39;s commentary raises a question of whether availability of GPUs &#34;could once again emerge as a key constraint on AI-infrastructure deployments&#34; in the next 12 to 18 months. That would both offer risks and opportunities, he said in a note.</p><p style=\"text-align: left;\">Compute providers that lack a strong strategic relationship with Nvidia could fall behind, said Slowinski, who does not cover SpaceX. However, customers that do have access to Nvidia&#39;s allocations, or that can scale custom silicon projects, &#34;stand to benefit disproportionately,&#34; he added.</p><p style=\"text-align: left;\">In Slowinski&#39;s view, <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> (CRWV), <a href=\"https://laohu8.com/S/NBIS\">Nebius</a> Group (NBIS) and Oracle <a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a> would be among the best-positioned cloud providers to receive a meaningful share of Nvidia&#39;s chips in the event of supply shortages, though those companies face a possible risk of Nvidia prioritizing the growth potential of its SpaceX relationship.</p><p style=\"text-align: left;\">SpaceX&#39;s emphasis on its allocation from Nvidia &#34;further reinforces that the AI-compute shortage is unlikely to ease, even through 2027,&#34; Slowinski said.</p><p style=\"text-align: left;\">Additionally, SpaceX&#39;s suggestion that memory output is growing at about 20% each year while AI demand is growing at a 200% clip supports the idea that supply is still severely lagging demand, he noted.</p><p style=\"text-align: left;\">&#34;If even directionally accurate, this would suggest that the current favorable pricing environment is unlikely to normalize any time soon,&#34; Slowinski said.</p><p style=\"text-align: left;\">-Britney Nguyen</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","VT":"世界全股市ETF-Vanguard","LU0080751232.USD":"富达环球多元动力基金A","IETC":"iShares U.S. Tech Independence Focused ETF","EFIV":"SPDR S&P 500 ESG ETF","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","CMAG":"Corgi Mag 7 ETF","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","AIPI":"REX AI EQUITY PREMIUM INCOME ETF","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0395794307.EUR":"JPM GLOBAL INCOME (DIV) \"A\" (EUR) INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","07788":"南方两倍做多英伟达","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","TTEQ":"T. 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maker recorded its largest-ever weekly increase in market capitalizationNvidia, led by CEO Jensen Huang, booked a record weekly gain in market value on Friday.Nvidia's stock rose on Friday to secure its best weekly performance in more than a year, following a major endorsement for its artificial-intelligence chips and further confirmation that hyperscaler spending is robust.The chip maker's (NVDA) upcoming Vera Rubin chip architecture was touted as \"the best\" by SpaceX $(SPCX)$ CEO Elon Musk on his company's first-ever earnings call Tuesday afternoon, when Musk said that SpaceX has \"decided to build exclusively on Nvidia\" moving forward.\"We think it's the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia,\" Musk said.Nvidia's stock closed up 2.3% on Friday afternoon, and rose 11.6% this week. That made for its best weekly gain since May 16, 2025, when it rose 16.1%, according to Dow Jones Market Data. The chip maker also added $562 billion to its market capitalization this week, which is the company's largest-ever weekly gain on record, the data showed.SpaceX's earnings report followed Big Tech results that were already fueling Nvidia's stock, as Google $(GOOGL)$ $(GOOG)$, Amazon.com (AMZN) and Meta Platforms (META) all guided their capital expenditures higher for the year.Aside from Musk's praise, \"the bigger story is how much the major hyperscalers are spending on AI infrastructure right now,\" Kate Leaman, chief market analyst at AvaTrade, told MarketWatch, adding that Nvidia remains the top supplier of graphics processing units.Willy Lee, a principal at investment firm Neostellar, told MarketWatch that while Google's first bout of quarterly negative free cash flow spooked investors, Microsoft's $(MSFT)$ \"more measured approach\" to capex and its accelerating cloud growth showed investors a more positive view of all that spending.With Nvidia's own earnings report expected later this month, \"some traders are clearly positioning ahead of that,\" Leaman said in emailed comments. Expectations are already high, however, so a pullback is possible, she noted.Meanwhile, Musk said SpaceX's \"understanding with Nvidia is that we will receive a very significant percentage\" of its GPUs next year, which is when SpaceX plans to install close to 10 gigawatts of compute capacity.BNP Paribas analyst Stefan Slowinski said Musk's commentary raises a question of whether availability of GPUs \"could once again emerge as a key constraint on AI-infrastructure deployments\" in the next 12 to 18 months. That would both offer risks and opportunities, he said in a note.Compute providers that lack a strong strategic relationship with Nvidia could fall behind, said Slowinski, who does not cover SpaceX. However, customers that do have access to Nvidia's allocations, or that can scale custom silicon projects, \"stand to benefit disproportionately,\" he added.In Slowinski's view, CoreWeave (CRWV), Nebius Group (NBIS) and Oracle $(ORCL)$ would be among the best-positioned cloud providers to receive a meaningful share of Nvidia's chips in the event of supply shortages, though those companies face a possible risk of Nvidia prioritizing the growth potential of its SpaceX relationship.SpaceX's emphasis on its allocation from Nvidia \"further reinforces that the AI-compute shortage is unlikely to ease, even through 2027,\" Slowinski said.Additionally, SpaceX's suggestion that memory output is growing at about 20% each year while AI demand is growing at a 200% clip supports the idea that supply is still severely lagging demand, he noted.\"If even directionally accurate, this would suggest that the current favorable pricing environment is unlikely to normalize any time soon,\" Slowinski said.-Britney Nguyen","news_type":1,"symbols_score_info":{"NULC":0.6,"NVII":0.6,"TYLG":0.6,"SHOC":0.6,"NVD":0.6,"NVDW":0.6,"TRFK":0.6,"TTXU":0.6,"NVDX":0.6,"NVDQ":0.6,"ANV":0.6,"JGRO":0.6,"NVDB":0.6,"NVDA":2,"07788":0.6,"NVDD":0.6,"IXN":0.6,"TEK":0.6,"NVDU":0.6,"USXF":0.6,"AIPI":0.6,"LFGY":0.6,"AGOX":0.6,"SNPE":0.6,"FAI":0.6,"NVDY":0.6,"07388":0.6,"NVDO":0.6,"DIPS":0.6,"CNEQ":0.6,"WISE":0.6,"VT":0.6,"TTEQ":0.6,"NVDL":0.6,"ILDR":0.6,"FTEC":0.6,"VGT":0.6,"ESUM":0.6,"GAMR":0.6,"NVYY":0.6,"CMAG":0.6,"THMR":0.6,"FDTX":0.6,"NVDG":0.6,"ABFL":0.6,"CLSE":0.6,"ROM":0.6,"CHPX":0.6,"METV":0.6,"ESLG":0.6,"AIFD":0.6,"IETC":0.6,"XLK":0.6,"SPTE":0.6,"EFIV":0.6,"NVDS":0.6}},"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":527373075760744,"gmtCreate":1769775285655,"gmtModify":1769775289601,"author":{"id":"4187329657205552","authorId":"4187329657205552","name":"EliteTrader","avatar":"https://community-static.tradeup.com/news/0805cd9b5b7ddc87213d06f9430f874e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187329657205552","idStr":"4187329657205552"},"themes":[],"title":"","htmlText":"It sinks&nbsp;pre-market..","listText":"It sinks&nbsp;pre-market..","text":"It sinks pre-market..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/527373075760744","repostId":"2607050741","repostType":2,"repost":{"id":"2607050741","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1769739962,"share":"https://ttm.financial/m/news/2607050741?lang=en_US&edition=fundamental","pubTime":"2026-01-30 10:26","market":"nz","language":"en","title":"Apple's Stock Rises As Tim Cook Gives Just Enough Detail On Wall Street's Most Burning Question","url":"https://stock-news.laohu8.com/highlight/detail?id=2607050741","media":"Dow Jones","summary":"The iPhone maker projects gross margins well ahead of Wall Street's estimates, reassuring investors that it's successfully managing the surge in memory prices. Apple executives cited a \"favorable mix\" of high-end hardware and Services growth as a buffer against rising memory costs. Apple CEO Tim Cook is known for being a supply-chain maven. And he faces a tough test as the company navigates a supply environment that's been disrupted by the artificial-intelligence boom.Apple's ability to command strong and expanding margins despite these disruptions partly reflects \"favorable mix,\" CFO Kevan Parekh added. Basically, the company is selling more of its higher-margin, presumably higher-priced products and seeing double-digit growth within its Services business, which includes things like the App Store that are generally more profitable than hardware. Apple's Services segment achieved a record-breaking $30 billion of revenue in the December quarter, growing 14% year over year.It's unclear h","content":"<html><head></head><body><p>Apple CEO Tim Cook is known for being a supply-chain maven. And he faces a tough test as the company navigates a supply environment that&#39;s been disrupted by the artificial-intelligence boom.</p><p>That was the hot topic of conversation on Apple&#39;s earnings call Thursday, and investors seemed pleased enough with what they heard. On the revenue front, Apple is showing better-than-expected growth despite being in short supply of iPhones and other products. And in terms of profits, the company is managing surging memory prices reasonably well for now, enough to support upbeat gross margins.</p><p>Shares of Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> were up about 1% in Thursday&#39;s extended session following the earnings call.</p><p>Many analysts&#39; questions concerned memory, especially as Apple forecast a 48% to 49% gross margin for the March quarter. At the midpoint, that&#39;s ahead of the 48.2% margin recorded for the December quarter, as well as the 47.3% consensus expectation for the March period.</p><p>Memory &#34;had a minimal impact&#34; on December-quarter margins but could have &#34;a bit more of an impact&#34; in the March quarter, Cook said on the call.</p><p>Apple&#39;s ability to command strong and expanding margins despite these disruptions partly reflects &#34;favorable mix,&#34; CFO Kevan Parekh added. Basically, the company is selling more of its higher-margin, presumably higher-priced products and seeing double-digit growth within its Services business, which includes things like the App Store that are generally more profitable than hardware. Apple&#39;s Services segment achieved a record-breaking $30 billion of revenue in the December quarter, growing 14% year over year.</p><p>Parekh called out a &#34;strong&#34; iPhone product cycle &#34;that does lend itself to a bit more favorable opportunity on the mix and leverage side.&#34;</p><p>Memory pricing is expected to rise beyond the March quarter, but Apple didn&#39;t share specifics on any long-term plans to mitigate the impact.</p><p>&#34;We do continue to see market pricing for memory increasing significantly,&#34; Cook said. &#34;As always, we&#39;ll look at a range of options to deal with that.&#34; Analysts on the call wondered if Apple would use its pricing power to offset memory costs, but Cook later declined to comment on Apple&#39;s pricing strategy.</p><p>It&#39;s unclear how higher memory costs could impact demand for iPhones going forward. Apple&#39;s robust gross margin and financial profile puts it on solid financial footing to weather supply-chain constraints, potentially allowing it to capture more market share while competitors are forced to raise prices or cut margins.</p><p>While Cook noted that the iPhone successfully gained market share in the December quarter, he didn&#39;t comment on whether those dynamics would hold up against rising component costs. &#34;I wouldn&#39;t want to predict how the market reacts in the future,&#34; Cook cautioned. &#34;It&#39;s very difficult to do that.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple's Stock Rises As Tim Cook Gives Just Enough Detail On Wall Street's Most Burning Question</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's Stock Rises As Tim Cook Gives Just Enough Detail On Wall Street's Most Burning Question\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-30 10:26</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple CEO Tim Cook is known for being a supply-chain maven. And he faces a tough test as the company navigates a supply environment that&#39;s been disrupted by the artificial-intelligence boom.</p><p>That was the hot topic of conversation on Apple&#39;s earnings call Thursday, and investors seemed pleased enough with what they heard. On the revenue front, Apple is showing better-than-expected growth despite being in short supply of iPhones and other products. And in terms of profits, the company is managing surging memory prices reasonably well for now, enough to support upbeat gross margins.</p><p>Shares of Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> were up about 1% in Thursday&#39;s extended session following the earnings call.</p><p>Many analysts&#39; questions concerned memory, especially as Apple forecast a 48% to 49% gross margin for the March quarter. At the midpoint, that&#39;s ahead of the 48.2% margin recorded for the December quarter, as well as the 47.3% consensus expectation for the March period.</p><p>Memory &#34;had a minimal impact&#34; on December-quarter margins but could have &#34;a bit more of an impact&#34; in the March quarter, Cook said on the call.</p><p>Apple&#39;s ability to command strong and expanding margins despite these disruptions partly reflects &#34;favorable mix,&#34; CFO Kevan Parekh added. Basically, the company is selling more of its higher-margin, presumably higher-priced products and seeing double-digit growth within its Services business, which includes things like the App Store that are generally more profitable than hardware. Apple&#39;s Services segment achieved a record-breaking $30 billion of revenue in the December quarter, growing 14% year over year.</p><p>Parekh called out a &#34;strong&#34; iPhone product cycle &#34;that does lend itself to a bit more favorable opportunity on the mix and leverage side.&#34;</p><p>Memory pricing is expected to rise beyond the March quarter, but Apple didn&#39;t share specifics on any long-term plans to mitigate the impact.</p><p>&#34;We do continue to see market pricing for memory increasing significantly,&#34; Cook said. &#34;As always, we&#39;ll look at a range of options to deal with that.&#34; Analysts on the call wondered if Apple would use its pricing power to offset memory costs, but Cook later declined to comment on Apple&#39;s pricing strategy.</p><p>It&#39;s unclear how higher memory costs could impact demand for iPhones going forward. Apple&#39;s robust gross margin and financial profile puts it on solid financial footing to weather supply-chain constraints, potentially allowing it to capture more market share while competitors are forced to raise prices or cut margins.</p><p>While Cook noted that the iPhone successfully gained market share in the December quarter, he didn&#39;t comment on whether those dynamics would hold up against rising component costs. &#34;I wouldn&#39;t want to predict how the market reacts in the future,&#34; Cook cautioned. &#34;It&#39;s very difficult to do that.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU0079474960.USD":"联博美国增长基金A","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc 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Plus","BK4170":"电脑硬件、储存设备及电脑周边","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2607050741","content_text":"Apple CEO Tim Cook is known for being a supply-chain maven. And he faces a tough test as the company navigates a supply environment that's been disrupted by the artificial-intelligence boom.That was the hot topic of conversation on Apple's earnings call Thursday, and investors seemed pleased enough with what they heard. On the revenue front, Apple is showing better-than-expected growth despite being in short supply of iPhones and other products. And in terms of profits, the company is managing surging memory prices reasonably well for now, enough to support upbeat gross margins.Shares of Apple $(AAPL)$ were up about 1% in Thursday's extended session following the earnings call.Many analysts' questions concerned memory, especially as Apple forecast a 48% to 49% gross margin for the March quarter. At the midpoint, that's ahead of the 48.2% margin recorded for the December quarter, as well as the 47.3% consensus expectation for the March period.Memory \"had a minimal impact\" on December-quarter margins but could have \"a bit more of an impact\" in the March quarter, Cook said on the call.Apple's ability to command strong and expanding margins despite these disruptions partly reflects \"favorable mix,\" CFO Kevan Parekh added. Basically, the company is selling more of its higher-margin, presumably higher-priced products and seeing double-digit growth within its Services business, which includes things like the App Store that are generally more profitable than hardware. Apple's Services segment achieved a record-breaking $30 billion of revenue in the December quarter, growing 14% year over year.Parekh called out a \"strong\" iPhone product cycle \"that does lend itself to a bit more favorable opportunity on the mix and leverage side.\"Memory pricing is expected to rise beyond the March quarter, but Apple didn't share specifics on any long-term plans to mitigate the impact.\"We do continue to see market pricing for memory increasing significantly,\" Cook said. \"As always, we'll look at a range of options to deal with that.\" Analysts on the call wondered if Apple would use its pricing power to offset memory costs, but Cook later declined to comment on Apple's pricing strategy.It's unclear how higher memory costs could impact demand for iPhones going forward. Apple's robust gross margin and financial profile puts it on solid financial footing to weather supply-chain constraints, potentially allowing it to capture more market share while competitors are forced to raise prices or cut margins.While Cook noted that the iPhone successfully gained market share in the December quarter, he didn't comment on whether those dynamics would hold up against rising component costs. \"I wouldn't want to predict how the market reacts in the future,\" Cook cautioned. \"It's very difficult to do that.\"","news_type":1,"symbols_score_info":{"AAPL":2}},"isVote":1,"tweetType":1,"viewCount":2937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":474535299645616,"gmtCreate":1756889136018,"gmtModify":1756889138933,"author":{"id":"4187329657205552","authorId":"4187329657205552","name":"EliteTrader","avatar":"https://community-static.tradeup.com/news/0805cd9b5b7ddc87213d06f9430f874e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187329657205552","idStr":"4187329657205552"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 250 soon!","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 250 soon!","text":"$Apple(AAPL)$ 250 soon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/474535299645616","isVote":1,"tweetType":1,"viewCount":3414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":411568850457192,"gmtCreate":1741513347647,"gmtModify":1741513351426,"author":{"id":"4187329657205552","authorId":"4187329657205552","name":"EliteTrader","avatar":"https://community-static.tradeup.com/news/0805cd9b5b7ddc87213d06f9430f874e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187329657205552","idStr":"4187329657205552"},"themes":[],"title":"","htmlText":"Buying opportunities on FUD!","listText":"Buying opportunities on FUD!","text":"Buying opportunities on FUD!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/411568850457192","repostId":"1147988687","repostType":2,"repost":{"id":"1147988687","kind":"news","pubTimestamp":1741480818,"share":"https://ttm.financial/m/news/1147988687?lang=en_US&edition=fundamental","pubTime":"2025-03-09 08:40","market":"us","language":"en","title":"Traders Who Bought Trump’s \"Pro Growth\" Plan Now Pay for It","url":"https://stock-news.laohu8.com/highlight/detail?id=1147988687","media":"Bloomberg","summary":"Wall Street is on edge again, but the culprit this time isn’t just inflation. Instead, equities investors large and small are gripped by fear of slowing economic growth in the US.The S&P 500 Index has","content":"<div>\n<p>Wall Street is on edge again, but the culprit this time isn’t just inflation. Instead, equities investors large and small are gripped by fear of slowing economic growth in the US.The S&P 500 Index has...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-03-08/investors-who-bought-trump-s-pro-growth-agenda-now-pay-for-it?srnd=homepage-americas\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Traders Who Bought Trump’s \"Pro Growth\" Plan Now Pay for It</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\">\nTraders Who Bought Trump’s \"Pro Growth\" Plan Now Pay for It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-09 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-03-08/investors-who-bought-trump-s-pro-growth-agenda-now-pay-for-it?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street is on edge again, but the culprit this time isn’t just inflation. Instead, equities investors large and small are gripped by fear of slowing economic growth in the US.The S&P 500 Index has...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-03-08/investors-who-bought-trump-s-pro-growth-agenda-now-pay-for-it?srnd=homepage-americas\">Source Link</a>\n\n</div>\n\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://www.bloomberg.com/news/articles/2025-03-08/investors-who-bought-trump-s-pro-growth-agenda-now-pay-for-it?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147988687","content_text":"Wall Street is on edge again, but the culprit this time isn’t just inflation. Instead, equities investors large and small are gripped by fear of slowing economic growth in the US.The S&P 500 Index has wiped out all of its gains since Donald Trump was elected president on the strength of what Wall Street considered his “pro-growth” agenda. Meanwhile, the technology-heavy Nasdaq 100 Index briefly slumped into a correction Friday after plunging more than 10% in 17 days as investors dump the winners that paced the soaring stock market over the past two years.Inflation remains sticky, unemployment is rising amid the Trump administration’s efforts to slash the federal payroll and growth is slowing from its previous breakneck pace. The combination is leading economists and sell-slide strategists to warn about a bumpy road ahead.“The stock market is very confused about Trump’s tariff plans,” said Jeremy Siegel, a finance professor at University of Pennsylvania famous for, among other things, calling technology shares “a sucker bet” in March 2000 as the dot-com bubble was peaking. “Is all of this just a negotiating tactic? We don’t know yet. I see an even bigger correction coming after over-exuberance.”Investors are at a crossroads, unsure which way to go. It’s most acute when it comes to Trump’s tariffs and the risk of a trade war, which has sent stocks on some wild swings. The S&P 500 just posted a move of more than 1% in either direction for six straight sessions, something it hasn’t done since November 2020, when Trump was in the midst of disputing the outcome of the election.Even the mega-tech stocks that have served as havens for so long, rising in the face of seemingly every challenge, are now leading the selloff. Nvidia Corp. has erased almost $1 trillion in market value in two months, briefly sliding below that level on Friday before dip buyers stepped in to inch it back above. And a Bloomberg Index of the Magnificent Seven tech stocks — Alphabet Inc., Amazon.com Inc., Apple Inc., Meta Platforms Inc., Microsoft Corp., Nvidia and Tesla Inc. — has dropped more than 12% in just three weeks.“This is an incredibly difficult market,” said Thomas Thornton, founder of Hedge Fund Telemetry, who is holding his highest level of cash. “People are still way too eager to buy. Good bottoms are when people can’t get out fast enough and nobody wants to buy.”From rookie retail traders to hedge fund pros, no one knows what the eventual cost of Trump’s sweeping policies really are. His pro-growth plans were tax cuts, deregulation and energy dominance. Tariffs were supposed to bring manufacturing back to the US and create jobs. But so far there’s little evidence of that. Just this week, Trump warned that Americans may feel a “little disturbance” from the trade wars with Canada, Mexico and China. He offered no word on when they’ll see the benefits from his tariff fights.All of this has mom-and-pop investors spooked. For the first time since 2022, the majority of individual investors say they believe stock prices will drop over the next six months, according to a survey by the American Association of Individual Investors. Fewer than 20% say they expect prices to rise over that period.“Be prepared for more ‘Trump pumps’ and ‘Trump dumps,’” said Dennis Dick, head of markets structure and a proprietary trader at Triple D Trading, who’s trading off rumors and headlines fighting trend-following algorithms. “The president never stops talking. It feels like my head is on a swivel.”The turbulent start to 2025 has Wall Street forecasters rethinking their bullish predictions for stocks at the start of the year. The average target predicted by a survey of two dozen strategists forecast that the S&P 500 would end 2025 at 6,511.36, based on data compiled by Bloomberg. That implies a roughly 13% rise from Friday’s close for a benchmark that’s already down about 2% for the year.“We knew that the optimistic interpretation of the initial year of the Trump administration was way off,” said Barry Bannister, chief equity strategist at Stifel, Nicolaus & Co., who was one of few strategists to predict a decline in stocks this year. “He is a disruptor and has to break down the old order if he’s going to remold some sort of new order, so we knew there would be a period of tumult.”The focus from here is on Corporate America’s profit growth, which is needed to justify the rich equity valuations. But analysts’ outlooks for the S&P 500 in 2025 have been steadily falling since the start of the year, from expectations of a nearly 13% rise in early January to roughly 10% now, according to Bloomberg Intelligence.With Federal Reserve officials in a blackout period before a March 19 interest-rate decision, traders will parse each economic data point in the coming weeks for clues about what could drive the stock market’s next move. A survey on job openings is due Tuesday, followed by an inflation report on consumer prices on Wednesday, then a sentiment reading from the University of Michigan Friday. Each should provide clues about how many times the Fed will cut rates in 2025.Fed Chair Jerome Powell offered reassurance that the economy remains “in a good place” in a speech on Friday, but disappointing readouts raise speculation that it’s beginning to slow more than expected and push investors to flee riskier assets. Steel and aluminum tariffs are scheduled to hit on Wednesday, adding another volatile element to the equation. And Congress must approve a spending agreement before Friday or face a government shutdown.“Risks are rising, and we’re starting to question the potential rockiness in the economy,” said Lori Calvasina, head of US equity strategy at RBC Capital Markets. “We’re at a tricky spot. And the next few weeks are pivotal.”","news_type":1,"symbols_score_info":{".DJI":1.1,".SPX":1.1,".IXIC":1.1}},"isVote":1,"tweetType":1,"viewCount":4412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":390380409589984,"gmtCreate":1736326215039,"gmtModify":1736326218510,"author":{"id":"4187329657205552","authorId":"4187329657205552","name":"EliteTrader","avatar":"https://community-static.tradeup.com/news/0805cd9b5b7ddc87213d06f9430f874e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187329657205552","idStr":"4187329657205552"},"themes":[],"title":"","htmlText":"Total nonsense! [LOL]&nbsp;&nbsp;","listText":"Total nonsense! [LOL]&nbsp;&nbsp;","text":"Total nonsense! [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/390380409589984","repostId":"2501758909","repostType":2,"repost":{"id":"2501758909","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1736291050,"share":"https://ttm.financial/m/news/2501758909?lang=en_US&edition=fundamental","pubTime":"2025-01-08 07:04","market":"hk","language":"en","title":"Nvidia's Stock Suffers Worst Drop in Months as CES Speech Lacked One Big Thing","url":"https://stock-news.laohu8.com/highlight/detail?id=2501758909","media":"Dow Jones","summary":"Nvidia shares had run up in advance of the event, but CEO Jensen Huang didn't mention Rubin, the company's next chip familyNvidia Corp. shares made a run higher in the days leading up to Chief Executi","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia shares had run up in advance of the event, but CEO Jensen Huang didn&#39;t mention Rubin, the company&#39;s next chip family</p></li></ul><p>Nvidia Corp. shares made a run higher in the days leading up to Chief Executive Jensen Huang&#39;s CES keynote, but they fell sharply Tuesday in the wake of the speech.</p><p>Part of that could reflect investors &#34;selling the news&#34; of the event, which brought announcements around a personal supercomputer running a new Blackwell chip as well as a partnership involving driverless-truck technology.</p><p>Nvidia shares sank 6.2% on Tuesday, their worst one-day percentage drop since a 9.5% decline seen Sept. 3, 2024. The stock was one of the S&amp;P 500&#39;s SPX biggest losers on the day.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/78e52a5bba49edc9e44481993701b34e\" tg-width=\"762\" tg-height=\"619\"/></p><p>But Wall Street might also be disappointed that at least one thing was missing from Huang&#39;s Monday night address: discussion of the Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> chip family that will follow Blackwell.</p><p>&#34;While Jensen Huang, as expected, delivered a broad master-class on the current state and direction of the [artificial-intelligence] industry, and made several technically interesting announcements that together further extend the company&#39;s hardware and software industry leadership, we believe many investors were hoping for more concrete progress updates on the ramp of Blackwell and some input as to the company&#39;s progress with its next-generation GPU platform, Rubin,&#34; Benchmark Research analyst Cody Acree wrote in a note to clients.</p><p>There was talk of Blackwell, including when Huang mentioned that it&#39;s in full production. But Acree noted that &#34;there was zero mention of Rubin, although to be fair, this next-generation design is not expected until 2026.&#34;</p><p>Stifel analyst Ruben Roy noted that Huang&#39;s announcements were &#34;significant, but long-tailed (i.e. minimal impact to model).&#34; For example, the company&#39;s new Project Digits AI supercomputer, which starts at $3,000, is &#34;perhaps not a significant revenue needle mover,&#34; but could help deepen Nvidia&#39;s developer network.</p><p>&#34;We view these developments as further deepening the company&#39;s competitive moat and positioning around potentially multi-billion dollar advancements tied to AI agents, robotics, autonomous vehicles, graphics and PC and edge-device inferences in the coming years,&#34; he said in a report.</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 Stock Suffers Worst Drop in Months as CES Speech Lacked One Big Thing</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 Stock Suffers Worst Drop in Months as CES Speech Lacked One Big Thing\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-08 07:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Nvidia shares had run up in advance of the event, but CEO Jensen Huang didn&#39;t mention Rubin, the company&#39;s next chip family</p></li></ul><p>Nvidia Corp. shares made a run higher in the days leading up to Chief Executive Jensen Huang&#39;s CES keynote, but they fell sharply Tuesday in the wake of the speech.</p><p>Part of that could reflect investors &#34;selling the news&#34; of the event, which brought announcements around a personal supercomputer running a new Blackwell chip as well as a partnership involving driverless-truck technology.</p><p>Nvidia shares sank 6.2% on Tuesday, their worst one-day percentage drop since a 9.5% decline seen Sept. 3, 2024. The stock was one of the S&amp;P 500&#39;s SPX biggest losers on the day.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/78e52a5bba49edc9e44481993701b34e\" tg-width=\"762\" tg-height=\"619\"/></p><p>But Wall Street might also be disappointed that at least one thing was missing from Huang&#39;s Monday night address: discussion of the Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> chip family that will follow Blackwell.</p><p>&#34;While Jensen Huang, as expected, delivered a broad master-class on the current state and direction of the [artificial-intelligence] industry, and made several technically interesting announcements that together further extend the company&#39;s hardware and software industry leadership, we believe many investors were hoping for more concrete progress updates on the ramp of Blackwell and some input as to the company&#39;s progress with its next-generation GPU platform, Rubin,&#34; Benchmark Research analyst Cody Acree wrote in a note to clients.</p><p>There was talk of Blackwell, including when Huang mentioned that it&#39;s in full production. But Acree noted that &#34;there was zero mention of Rubin, although to be fair, this next-generation design is not expected until 2026.&#34;</p><p>Stifel analyst Ruben Roy noted that Huang&#39;s announcements were &#34;significant, but long-tailed (i.e. minimal impact to model).&#34; For example, the company&#39;s new Project Digits AI supercomputer, which starts at $3,000, is &#34;perhaps not a significant revenue needle mover,&#34; but could help deepen Nvidia&#39;s developer network.</p><p>&#34;We view these developments as further deepening the company&#39;s competitive moat and positioning around potentially multi-billion dollar advancements tied to AI agents, robotics, autonomous vehicles, graphics and PC and edge-device inferences in the coming years,&#34; he said in a report.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4585":"ETF&股票定投概念","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1548497426.USD":"安联环球人工智能AT Acc","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0823414478.USD":"法巴经典能源转换基金","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4527":"明星科技股","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2501758909","content_text":"Nvidia shares had run up in advance of the event, but CEO Jensen Huang didn't mention Rubin, the company's next chip familyNvidia Corp. shares made a run higher in the days leading up to Chief Executive Jensen Huang's CES keynote, but they fell sharply Tuesday in the wake of the speech.Part of that could reflect investors \"selling the news\" of the event, which brought announcements around a personal supercomputer running a new Blackwell chip as well as a partnership involving driverless-truck technology.Nvidia shares sank 6.2% on Tuesday, their worst one-day percentage drop since a 9.5% decline seen Sept. 3, 2024. The stock was one of the S&P 500's SPX biggest losers on the day.But Wall Street might also be disappointed that at least one thing was missing from Huang's Monday night address: discussion of the Nvidia $(NVDA)$ chip family that will follow Blackwell.\"While Jensen Huang, as expected, delivered a broad master-class on the current state and direction of the [artificial-intelligence] industry, and made several technically interesting announcements that together further extend the company's hardware and software industry leadership, we believe many investors were hoping for more concrete progress updates on the ramp of Blackwell and some input as to the company's progress with its next-generation GPU platform, Rubin,\" Benchmark Research analyst Cody Acree wrote in a note to clients.There was talk of Blackwell, including when Huang mentioned that it's in full production. But Acree noted that \"there was zero mention of Rubin, although to be fair, this next-generation design is not expected until 2026.\"Stifel analyst Ruben Roy noted that Huang's announcements were \"significant, but long-tailed (i.e. minimal impact to model).\" For example, the company's new Project Digits AI supercomputer, which starts at $3,000, is \"perhaps not a significant revenue needle mover,\" but could help deepen Nvidia's developer network.\"We view these developments as further deepening the company's competitive moat and positioning around potentially multi-billion dollar advancements tied to AI agents, robotics, autonomous vehicles, graphics and PC and edge-device inferences in the coming years,\" he said in a report.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372781288673416,"gmtCreate":1732021029727,"gmtModify":1732021033367,"author":{"id":"4187329657205552","authorId":"4187329657205552","name":"EliteTrader","avatar":"https://community-static.tradeup.com/news/0805cd9b5b7ddc87213d06f9430f874e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4187329657205552","idStr":"4187329657205552"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SEZL\">$Sezzle Inc(SEZL)$&nbsp;</a><v-v data-views=\"1\"></v-v> $500 mark soon!","listText":"<a href=\"https://ttm.financial/S/SEZL\">$Sezzle Inc(SEZL)$&nbsp;</a><v-v data-views=\"1\"></v-v> $500 mark soon!","text":"$Sezzle Inc(SEZL)$ $500 mark 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imminent.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/594530417636080","repostId":"2657298806","repostType":2,"repost":{"id":"2657298806","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1786135260,"share":"https://ttm.financial/m/news/2657298806?lang=en_US&edition=fundamental","pubTime":"2026-08-08 04:41","market":"us","language":"en","title":"Two Reasons Why Nvidia's Stock Saw Its Biggest Weekly Surge in More than a Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2657298806","media":"Dow Jones","summary":"The chip maker recorded its largest-ever weekly increase in market capitalizationNvidia, led by CEO Jensen Huang, booked a record weekly gain in market value on Friday.Nvidia's stock rose on Friday to","content":"<html><head></head><body><p style=\"text-align: left;\">The chip maker recorded its largest-ever weekly increase in market capitalization</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, led by CEO Jensen Huang, booked a record weekly gain in market value on Friday.</p><p style=\"text-align: left;\">Nvidia&#39;s stock rose on Friday to secure its best weekly performance in more than a year, following a major endorsement for its artificial-intelligence chips and further confirmation that hyperscaler spending is robust.</p><p style=\"text-align: left;\">The chip maker&#39;s (NVDA) upcoming Vera Rubin chip architecture was touted as &#34;the best&#34; by SpaceX <a href=\"https://laohu8.com/S/SPCX\">$(SPCX)$</a> CEO Elon Musk on his company&#39;s first-ever earnings call Tuesday afternoon, when Musk said that SpaceX has &#34;decided to build exclusively on Nvidia&#34; moving forward.</p><p style=\"text-align: left;\">&#34;We think it&#39;s the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia,&#34; Musk said.</p><p style=\"text-align: left;\">Nvidia&#39;s stock closed up 2.3% on Friday afternoon, and rose 11.6% this week. That made for its best weekly gain since May 16, 2025, when it rose 16.1%, according to Dow Jones Market Data. The chip maker also added $562 billion to its market capitalization this week, which is the company&#39;s largest-ever weekly gain on record, the data showed.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2be28ea1573cd2ffc0739a2b1592d1c4\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">SpaceX&#39;s earnings report followed Big Tech results that were already fueling Nvidia&#39;s stock, as Google <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com (AMZN) and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) all guided their capital expenditures higher for the year.</p><p style=\"text-align: left;\">Aside from Musk&#39;s praise, &#34;the bigger story is how much the major hyperscalers are spending on AI infrastructure right now,&#34; Kate Leaman, chief market analyst at AvaTrade, told MarketWatch, adding that Nvidia remains the top supplier of graphics processing units.</p><p style=\"text-align: left;\">Willy Lee, a principal at investment firm Neostellar, told MarketWatch that while Google&#39;s first bout of quarterly negative free cash flow spooked investors, Microsoft&#39;s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> &#34;more measured approach&#34; to capex and its accelerating cloud growth showed investors a more positive view of all that spending.</p><p style=\"text-align: left;\">With Nvidia&#39;s own earnings report expected later this month, &#34;some traders are clearly positioning ahead of that,&#34; Leaman said in emailed comments. Expectations are already high, however, so a pullback is possible, she noted.</p><p style=\"text-align: left;\">Meanwhile, Musk said SpaceX&#39;s &#34;understanding with Nvidia is that we will receive a very significant percentage&#34; of its GPUs next year, which is when SpaceX plans to install close to 10 gigawatts of compute capacity.</p><p style=\"text-align: left;\">BNP Paribas analyst Stefan Slowinski said Musk&#39;s commentary raises a question of whether availability of GPUs &#34;could once again emerge as a key constraint on AI-infrastructure deployments&#34; in the next 12 to 18 months. That would both offer risks and opportunities, he said in a note.</p><p style=\"text-align: left;\">Compute providers that lack a strong strategic relationship with Nvidia could fall behind, said Slowinski, who does not cover SpaceX. However, customers that do have access to Nvidia&#39;s allocations, or that can scale custom silicon projects, &#34;stand to benefit disproportionately,&#34; he added.</p><p style=\"text-align: left;\">In Slowinski&#39;s view, <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> (CRWV), <a href=\"https://laohu8.com/S/NBIS\">Nebius</a> Group (NBIS) and Oracle <a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a> would be among the best-positioned cloud providers to receive a meaningful share of Nvidia&#39;s chips in the event of supply shortages, though those companies face a possible risk of Nvidia prioritizing the growth potential of its SpaceX relationship.</p><p style=\"text-align: left;\">SpaceX&#39;s emphasis on its allocation from Nvidia &#34;further reinforces that the AI-compute shortage is unlikely to ease, even through 2027,&#34; Slowinski said.</p><p style=\"text-align: left;\">Additionally, SpaceX&#39;s suggestion that memory output is growing at about 20% each year while AI demand is growing at a 200% clip supports the idea that supply is still severely lagging demand, he noted.</p><p style=\"text-align: left;\">&#34;If even directionally accurate, this would suggest that the current favorable pricing environment is unlikely to normalize any time soon,&#34; Slowinski said.</p><p style=\"text-align: left;\">-Britney Nguyen</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>Two Reasons Why Nvidia's Stock Saw Its Biggest Weekly Surge in More than a Year</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\">\nTwo Reasons Why Nvidia's Stock Saw Its Biggest Weekly Surge in More than a Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-08-08 04:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">The chip maker recorded its largest-ever weekly increase in market capitalization</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, led by CEO Jensen Huang, booked a record weekly gain in market value on Friday.</p><p style=\"text-align: left;\">Nvidia&#39;s stock rose on Friday to secure its best weekly performance in more than a year, following a major endorsement for its artificial-intelligence chips and further confirmation that hyperscaler spending is robust.</p><p style=\"text-align: left;\">The chip maker&#39;s (NVDA) upcoming Vera Rubin chip architecture was touted as &#34;the best&#34; by SpaceX <a href=\"https://laohu8.com/S/SPCX\">$(SPCX)$</a> CEO Elon Musk on his company&#39;s first-ever earnings call Tuesday afternoon, when Musk said that SpaceX has &#34;decided to build exclusively on Nvidia&#34; moving forward.</p><p style=\"text-align: left;\">&#34;We think it&#39;s the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia,&#34; Musk said.</p><p style=\"text-align: left;\">Nvidia&#39;s stock closed up 2.3% on Friday afternoon, and rose 11.6% this week. That made for its best weekly gain since May 16, 2025, when it rose 16.1%, according to Dow Jones Market Data. The chip maker also added $562 billion to its market capitalization this week, which is the company&#39;s largest-ever weekly gain on record, the data showed.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2be28ea1573cd2ffc0739a2b1592d1c4\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">SpaceX&#39;s earnings report followed Big Tech results that were already fueling Nvidia&#39;s stock, as Google <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com (AMZN) and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) all guided their capital expenditures higher for the year.</p><p style=\"text-align: left;\">Aside from Musk&#39;s praise, &#34;the bigger story is how much the major hyperscalers are spending on AI infrastructure right now,&#34; Kate Leaman, chief market analyst at AvaTrade, told MarketWatch, adding that Nvidia remains the top supplier of graphics processing units.</p><p style=\"text-align: left;\">Willy Lee, a principal at investment firm Neostellar, told MarketWatch that while Google&#39;s first bout of quarterly negative free cash flow spooked investors, Microsoft&#39;s <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> &#34;more measured approach&#34; to capex and its accelerating cloud growth showed investors a more positive view of all that spending.</p><p style=\"text-align: left;\">With Nvidia&#39;s own earnings report expected later this month, &#34;some traders are clearly positioning ahead of that,&#34; Leaman said in emailed comments. Expectations are already high, however, so a pullback is possible, she noted.</p><p style=\"text-align: left;\">Meanwhile, Musk said SpaceX&#39;s &#34;understanding with Nvidia is that we will receive a very significant percentage&#34; of its GPUs next year, which is when SpaceX plans to install close to 10 gigawatts of compute capacity.</p><p style=\"text-align: left;\">BNP Paribas analyst Stefan Slowinski said Musk&#39;s commentary raises a question of whether availability of GPUs &#34;could once again emerge as a key constraint on AI-infrastructure deployments&#34; in the next 12 to 18 months. That would both offer risks and opportunities, he said in a note.</p><p style=\"text-align: left;\">Compute providers that lack a strong strategic relationship with Nvidia could fall behind, said Slowinski, who does not cover SpaceX. However, customers that do have access to Nvidia&#39;s allocations, or that can scale custom silicon projects, &#34;stand to benefit disproportionately,&#34; he added.</p><p style=\"text-align: left;\">In Slowinski&#39;s view, <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> (CRWV), <a href=\"https://laohu8.com/S/NBIS\">Nebius</a> Group (NBIS) and Oracle <a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a> would be among the best-positioned cloud providers to receive a meaningful share of Nvidia&#39;s chips in the event of supply shortages, though those companies face a possible risk of Nvidia prioritizing the growth potential of its SpaceX relationship.</p><p style=\"text-align: left;\">SpaceX&#39;s emphasis on its allocation from Nvidia &#34;further reinforces that the AI-compute shortage is unlikely to ease, even through 2027,&#34; Slowinski said.</p><p style=\"text-align: left;\">Additionally, SpaceX&#39;s suggestion that memory output is growing at about 20% each year while AI demand is growing at a 200% clip supports the idea that supply is still severely lagging demand, he noted.</p><p style=\"text-align: left;\">&#34;If even directionally accurate, this would suggest that the current favorable pricing environment is unlikely to normalize any time soon,&#34; Slowinski said.</p><p style=\"text-align: left;\">-Britney Nguyen</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","VT":"世界全股市ETF-Vanguard","LU0080751232.USD":"富达环球多元动力基金A","IETC":"iShares U.S. Tech Independence Focused ETF","EFIV":"SPDR S&P 500 ESG ETF","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","CMAG":"Corgi Mag 7 ETF","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","AIPI":"REX AI EQUITY PREMIUM INCOME ETF","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0395794307.EUR":"JPM GLOBAL INCOME (DIV) \"A\" (EUR) INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","07788":"南方两倍做多英伟达","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","TTEQ":"T. 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maker recorded its largest-ever weekly increase in market capitalizationNvidia, led by CEO Jensen Huang, booked a record weekly gain in market value on Friday.Nvidia's stock rose on Friday to secure its best weekly performance in more than a year, following a major endorsement for its artificial-intelligence chips and further confirmation that hyperscaler spending is robust.The chip maker's (NVDA) upcoming Vera Rubin chip architecture was touted as \"the best\" by SpaceX $(SPCX)$ CEO Elon Musk on his company's first-ever earnings call Tuesday afternoon, when Musk said that SpaceX has \"decided to build exclusively on Nvidia\" moving forward.\"We think it's the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia,\" Musk said.Nvidia's stock closed up 2.3% on Friday afternoon, and rose 11.6% this week. That made for its best weekly gain since May 16, 2025, when it rose 16.1%, according to Dow Jones Market Data. The chip maker also added $562 billion to its market capitalization this week, which is the company's largest-ever weekly gain on record, the data showed.SpaceX's earnings report followed Big Tech results that were already fueling Nvidia's stock, as Google $(GOOGL)$ $(GOOG)$, Amazon.com (AMZN) and Meta Platforms (META) all guided their capital expenditures higher for the year.Aside from Musk's praise, \"the bigger story is how much the major hyperscalers are spending on AI infrastructure right now,\" Kate Leaman, chief market analyst at AvaTrade, told MarketWatch, adding that Nvidia remains the top supplier of graphics processing units.Willy Lee, a principal at investment firm Neostellar, told MarketWatch that while Google's first bout of quarterly negative free cash flow spooked investors, Microsoft's $(MSFT)$ \"more measured approach\" to capex and its accelerating cloud growth showed investors a more positive view of all that spending.With Nvidia's own earnings report expected later this month, \"some traders are clearly positioning ahead of that,\" Leaman said in emailed comments. Expectations are already high, however, so a pullback is possible, she noted.Meanwhile, Musk said SpaceX's \"understanding with Nvidia is that we will receive a very significant percentage\" of its GPUs next year, which is when SpaceX plans to install close to 10 gigawatts of compute capacity.BNP Paribas analyst Stefan Slowinski said Musk's commentary raises a question of whether availability of GPUs \"could once again emerge as a key constraint on AI-infrastructure deployments\" in the next 12 to 18 months. That would both offer risks and opportunities, he said in a note.Compute providers that lack a strong strategic relationship with Nvidia could fall behind, said Slowinski, who does not cover SpaceX. However, customers that do have access to Nvidia's allocations, or that can scale custom silicon projects, \"stand to benefit disproportionately,\" he added.In Slowinski's view, CoreWeave (CRWV), Nebius Group (NBIS) and Oracle $(ORCL)$ would be among the best-positioned cloud providers to receive a meaningful share of Nvidia's chips in the event of supply shortages, though those companies face a possible risk of Nvidia prioritizing the growth potential of its SpaceX relationship.SpaceX's emphasis on its allocation from Nvidia \"further reinforces that the AI-compute shortage is unlikely to ease, even through 2027,\" Slowinski said.Additionally, SpaceX's suggestion that memory output is growing at about 20% each year while AI demand is growing at a 200% clip supports the idea that supply is still severely lagging demand, he noted.\"If even directionally accurate, this would suggest that the current favorable pricing environment is unlikely to normalize any time soon,\" Slowinski said.-Britney Nguyen","news_type":1,"symbols_score_info":{"NULC":0.6,"NVII":0.6,"TYLG":0.6,"SHOC":0.6,"NVD":0.6,"NVDW":0.6,"TRFK":0.6,"TTXU":0.6,"NVDX":0.6,"NVDQ":0.6,"ANV":0.6,"JGRO":0.6,"NVDB":0.6,"NVDA":2,"07788":0.6,"NVDD":0.6,"IXN":0.6,"TEK":0.6,"NVDU":0.6,"USXF":0.6,"AIPI":0.6,"LFGY":0.6,"AGOX":0.6,"SNPE":0.6,"FAI":0.6,"NVDY":0.6,"07388":0.6,"NVDO":0.6,"DIPS":0.6,"CNEQ":0.6,"WISE":0.6,"VT":0.6,"TTEQ":0.6,"NVDL":0.6,"ILDR":0.6,"FTEC":0.6,"VGT":0.6,"ESUM":0.6,"GAMR":0.6,"NVYY":0.6,"CMAG":0.6,"THMR":0.6,"FDTX":0.6,"NVDG":0.6,"ABFL":0.6,"CLSE":0.6,"ROM":0.6,"CHPX":0.6,"METV":0.6,"ESLG":0.6,"AIFD":0.6,"IETC":0.6,"XLK":0.6,"SPTE":0.6,"EFIV":0.6,"NVDS":0.6}},"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":527373075760744,"gmtCreate":1769775285655,"gmtModify":1769775289601,"author":{"id":"4187329657205552","authorId":"4187329657205552","name":"EliteTrader","avatar":"https://community-static.tradeup.com/news/0805cd9b5b7ddc87213d06f9430f874e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187329657205552","authorIdStr":"4187329657205552"},"themes":[],"title":"","htmlText":"It sinks&nbsp;pre-market..","listText":"It sinks&nbsp;pre-market..","text":"It sinks pre-market..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/527373075760744","repostId":"2607050741","repostType":2,"repost":{"id":"2607050741","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1769739962,"share":"https://ttm.financial/m/news/2607050741?lang=en_US&edition=fundamental","pubTime":"2026-01-30 10:26","market":"nz","language":"en","title":"Apple's Stock Rises As Tim Cook Gives Just Enough Detail On Wall Street's Most Burning Question","url":"https://stock-news.laohu8.com/highlight/detail?id=2607050741","media":"Dow Jones","summary":"The iPhone maker projects gross margins well ahead of Wall Street's estimates, reassuring investors that it's successfully managing the surge in memory prices. Apple executives cited a \"favorable mix\" of high-end hardware and Services growth as a buffer against rising memory costs. Apple CEO Tim Cook is known for being a supply-chain maven. And he faces a tough test as the company navigates a supply environment that's been disrupted by the artificial-intelligence boom.Apple's ability to command strong and expanding margins despite these disruptions partly reflects \"favorable mix,\" CFO Kevan Parekh added. Basically, the company is selling more of its higher-margin, presumably higher-priced products and seeing double-digit growth within its Services business, which includes things like the App Store that are generally more profitable than hardware. Apple's Services segment achieved a record-breaking $30 billion of revenue in the December quarter, growing 14% year over year.It's unclear h","content":"<html><head></head><body><p>Apple CEO Tim Cook is known for being a supply-chain maven. And he faces a tough test as the company navigates a supply environment that&#39;s been disrupted by the artificial-intelligence boom.</p><p>That was the hot topic of conversation on Apple&#39;s earnings call Thursday, and investors seemed pleased enough with what they heard. On the revenue front, Apple is showing better-than-expected growth despite being in short supply of iPhones and other products. And in terms of profits, the company is managing surging memory prices reasonably well for now, enough to support upbeat gross margins.</p><p>Shares of Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> were up about 1% in Thursday&#39;s extended session following the earnings call.</p><p>Many analysts&#39; questions concerned memory, especially as Apple forecast a 48% to 49% gross margin for the March quarter. At the midpoint, that&#39;s ahead of the 48.2% margin recorded for the December quarter, as well as the 47.3% consensus expectation for the March period.</p><p>Memory &#34;had a minimal impact&#34; on December-quarter margins but could have &#34;a bit more of an impact&#34; in the March quarter, Cook said on the call.</p><p>Apple&#39;s ability to command strong and expanding margins despite these disruptions partly reflects &#34;favorable mix,&#34; CFO Kevan Parekh added. Basically, the company is selling more of its higher-margin, presumably higher-priced products and seeing double-digit growth within its Services business, which includes things like the App Store that are generally more profitable than hardware. Apple&#39;s Services segment achieved a record-breaking $30 billion of revenue in the December quarter, growing 14% year over year.</p><p>Parekh called out a &#34;strong&#34; iPhone product cycle &#34;that does lend itself to a bit more favorable opportunity on the mix and leverage side.&#34;</p><p>Memory pricing is expected to rise beyond the March quarter, but Apple didn&#39;t share specifics on any long-term plans to mitigate the impact.</p><p>&#34;We do continue to see market pricing for memory increasing significantly,&#34; Cook said. &#34;As always, we&#39;ll look at a range of options to deal with that.&#34; Analysts on the call wondered if Apple would use its pricing power to offset memory costs, but Cook later declined to comment on Apple&#39;s pricing strategy.</p><p>It&#39;s unclear how higher memory costs could impact demand for iPhones going forward. Apple&#39;s robust gross margin and financial profile puts it on solid financial footing to weather supply-chain constraints, potentially allowing it to capture more market share while competitors are forced to raise prices or cut margins.</p><p>While Cook noted that the iPhone successfully gained market share in the December quarter, he didn&#39;t comment on whether those dynamics would hold up against rising component costs. &#34;I wouldn&#39;t want to predict how the market reacts in the future,&#34; Cook cautioned. &#34;It&#39;s very difficult to do that.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple's Stock Rises As Tim Cook Gives Just Enough Detail On Wall Street's Most Burning Question</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's Stock Rises As Tim Cook Gives Just Enough Detail On Wall Street's Most Burning Question\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-30 10:26</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Apple CEO Tim Cook is known for being a supply-chain maven. And he faces a tough test as the company navigates a supply environment that&#39;s been disrupted by the artificial-intelligence boom.</p><p>That was the hot topic of conversation on Apple&#39;s earnings call Thursday, and investors seemed pleased enough with what they heard. On the revenue front, Apple is showing better-than-expected growth despite being in short supply of iPhones and other products. And in terms of profits, the company is managing surging memory prices reasonably well for now, enough to support upbeat gross margins.</p><p>Shares of Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> were up about 1% in Thursday&#39;s extended session following the earnings call.</p><p>Many analysts&#39; questions concerned memory, especially as Apple forecast a 48% to 49% gross margin for the March quarter. At the midpoint, that&#39;s ahead of the 48.2% margin recorded for the December quarter, as well as the 47.3% consensus expectation for the March period.</p><p>Memory &#34;had a minimal impact&#34; on December-quarter margins but could have &#34;a bit more of an impact&#34; in the March quarter, Cook said on the call.</p><p>Apple&#39;s ability to command strong and expanding margins despite these disruptions partly reflects &#34;favorable mix,&#34; CFO Kevan Parekh added. Basically, the company is selling more of its higher-margin, presumably higher-priced products and seeing double-digit growth within its Services business, which includes things like the App Store that are generally more profitable than hardware. Apple&#39;s Services segment achieved a record-breaking $30 billion of revenue in the December quarter, growing 14% year over year.</p><p>Parekh called out a &#34;strong&#34; iPhone product cycle &#34;that does lend itself to a bit more favorable opportunity on the mix and leverage side.&#34;</p><p>Memory pricing is expected to rise beyond the March quarter, but Apple didn&#39;t share specifics on any long-term plans to mitigate the impact.</p><p>&#34;We do continue to see market pricing for memory increasing significantly,&#34; Cook said. &#34;As always, we&#39;ll look at a range of options to deal with that.&#34; Analysts on the call wondered if Apple would use its pricing power to offset memory costs, but Cook later declined to comment on Apple&#39;s pricing strategy.</p><p>It&#39;s unclear how higher memory costs could impact demand for iPhones going forward. Apple&#39;s robust gross margin and financial profile puts it on solid financial footing to weather supply-chain constraints, potentially allowing it to capture more market share while competitors are forced to raise prices or cut margins.</p><p>While Cook noted that the iPhone successfully gained market share in the December quarter, he didn&#39;t comment on whether those dynamics would hold up against rising component costs. &#34;I wouldn&#39;t want to predict how the market reacts in the future,&#34; Cook cautioned. &#34;It&#39;s very difficult to do that.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU0079474960.USD":"联博美国增长基金A","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc 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ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4559":"巴菲特持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4550":"红杉资本持仓","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4170":"电脑硬件、储存设备及电脑周边","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2607050741","content_text":"Apple CEO Tim Cook is known for being a supply-chain maven. And he faces a tough test as the company navigates a supply environment that's been disrupted by the artificial-intelligence boom.That was the hot topic of conversation on Apple's earnings call Thursday, and investors seemed pleased enough with what they heard. On the revenue front, Apple is showing better-than-expected growth despite being in short supply of iPhones and other products. And in terms of profits, the company is managing surging memory prices reasonably well for now, enough to support upbeat gross margins.Shares of Apple $(AAPL)$ were up about 1% in Thursday's extended session following the earnings call.Many analysts' questions concerned memory, especially as Apple forecast a 48% to 49% gross margin for the March quarter. At the midpoint, that's ahead of the 48.2% margin recorded for the December quarter, as well as the 47.3% consensus expectation for the March period.Memory \"had a minimal impact\" on December-quarter margins but could have \"a bit more of an impact\" in the March quarter, Cook said on the call.Apple's ability to command strong and expanding margins despite these disruptions partly reflects \"favorable mix,\" CFO Kevan Parekh added. Basically, the company is selling more of its higher-margin, presumably higher-priced products and seeing double-digit growth within its Services business, which includes things like the App Store that are generally more profitable than hardware. Apple's Services segment achieved a record-breaking $30 billion of revenue in the December quarter, growing 14% year over year.Parekh called out a \"strong\" iPhone product cycle \"that does lend itself to a bit more favorable opportunity on the mix and leverage side.\"Memory pricing is expected to rise beyond the March quarter, but Apple didn't share specifics on any long-term plans to mitigate the impact.\"We do continue to see market pricing for memory increasing significantly,\" Cook said. \"As always, we'll look at a range of options to deal with that.\" Analysts on the call wondered if Apple would use its pricing power to offset memory costs, but Cook later declined to comment on Apple's pricing strategy.It's unclear how higher memory costs could impact demand for iPhones going forward. Apple's robust gross margin and financial profile puts it on solid financial footing to weather supply-chain constraints, potentially allowing it to capture more market share while competitors are forced to raise prices or cut margins.While Cook noted that the iPhone successfully gained market share in the December quarter, he didn't comment on whether those dynamics would hold up against rising component costs. \"I wouldn't want to predict how the market reacts in the future,\" Cook cautioned. \"It's very difficult to do that.\"","news_type":1,"symbols_score_info":{"AAPL":2}},"isVote":1,"tweetType":1,"viewCount":2937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":474535299645616,"gmtCreate":1756889136018,"gmtModify":1756889138933,"author":{"id":"4187329657205552","authorId":"4187329657205552","name":"EliteTrader","avatar":"https://community-static.tradeup.com/news/0805cd9b5b7ddc87213d06f9430f874e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187329657205552","authorIdStr":"4187329657205552"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 250 soon!","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 250 soon!","text":"$Apple(AAPL)$ 250 soon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/474535299645616","isVote":1,"tweetType":1,"viewCount":3414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358546342482112,"gmtCreate":1728561031933,"gmtModify":1728561035491,"author":{"id":"4187329657205552","authorId":"4187329657205552","name":"EliteTrader","avatar":"https://community-static.tradeup.com/news/0805cd9b5b7ddc87213d06f9430f874e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187329657205552","authorIdStr":"4187329657205552"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CCL\">$Carnival(CCL)$&nbsp;</a><v-v data-views=\"1\"></v-v> Holiday season ahead!","listText":"<a href=\"https://ttm.financial/S/CCL\">$Carnival(CCL)$&nbsp;</a><v-v data-views=\"1\"></v-v> Holiday season ahead!","text":"$Carnival(CCL)$ Holiday season ahead!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358546342482112","isVote":1,"tweetType":1,"viewCount":4802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":411568850457192,"gmtCreate":1741513347647,"gmtModify":1741513351426,"author":{"id":"4187329657205552","authorId":"4187329657205552","name":"EliteTrader","avatar":"https://community-static.tradeup.com/news/0805cd9b5b7ddc87213d06f9430f874e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187329657205552","authorIdStr":"4187329657205552"},"themes":[],"title":"","htmlText":"Buying opportunities on FUD!","listText":"Buying opportunities on FUD!","text":"Buying opportunities on FUD!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/411568850457192","repostId":"1147988687","repostType":2,"repost":{"id":"1147988687","kind":"news","pubTimestamp":1741480818,"share":"https://ttm.financial/m/news/1147988687?lang=en_US&edition=fundamental","pubTime":"2025-03-09 08:40","market":"us","language":"en","title":"Traders Who Bought Trump’s \"Pro Growth\" Plan Now Pay for It","url":"https://stock-news.laohu8.com/highlight/detail?id=1147988687","media":"Bloomberg","summary":"Wall Street is on edge again, but the culprit this time isn’t just inflation. Instead, equities investors large and small are gripped by fear of slowing economic growth in the US.The S&P 500 Index has","content":"<div>\n<p>Wall Street is on edge again, but the culprit this time isn’t just inflation. Instead, equities investors large and small are gripped by fear of slowing economic growth in the US.The S&P 500 Index has...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-03-08/investors-who-bought-trump-s-pro-growth-agenda-now-pay-for-it?srnd=homepage-americas\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Traders Who Bought Trump’s \"Pro Growth\" Plan Now Pay for It</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\">\nTraders Who Bought Trump’s \"Pro Growth\" Plan Now Pay for It\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-09 08:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-03-08/investors-who-bought-trump-s-pro-growth-agenda-now-pay-for-it?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street is on edge again, but the culprit this time isn’t just inflation. Instead, equities investors large and small are gripped by fear of slowing economic growth in the US.The S&P 500 Index has...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-03-08/investors-who-bought-trump-s-pro-growth-agenda-now-pay-for-it?srnd=homepage-americas\">Source Link</a>\n\n</div>\n\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://www.bloomberg.com/news/articles/2025-03-08/investors-who-bought-trump-s-pro-growth-agenda-now-pay-for-it?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147988687","content_text":"Wall Street is on edge again, but the culprit this time isn’t just inflation. Instead, equities investors large and small are gripped by fear of slowing economic growth in the US.The S&P 500 Index has wiped out all of its gains since Donald Trump was elected president on the strength of what Wall Street considered his “pro-growth” agenda. Meanwhile, the technology-heavy Nasdaq 100 Index briefly slumped into a correction Friday after plunging more than 10% in 17 days as investors dump the winners that paced the soaring stock market over the past two years.Inflation remains sticky, unemployment is rising amid the Trump administration’s efforts to slash the federal payroll and growth is slowing from its previous breakneck pace. The combination is leading economists and sell-slide strategists to warn about a bumpy road ahead.“The stock market is very confused about Trump’s tariff plans,” said Jeremy Siegel, a finance professor at University of Pennsylvania famous for, among other things, calling technology shares “a sucker bet” in March 2000 as the dot-com bubble was peaking. “Is all of this just a negotiating tactic? We don’t know yet. I see an even bigger correction coming after over-exuberance.”Investors are at a crossroads, unsure which way to go. It’s most acute when it comes to Trump’s tariffs and the risk of a trade war, which has sent stocks on some wild swings. The S&P 500 just posted a move of more than 1% in either direction for six straight sessions, something it hasn’t done since November 2020, when Trump was in the midst of disputing the outcome of the election.Even the mega-tech stocks that have served as havens for so long, rising in the face of seemingly every challenge, are now leading the selloff. Nvidia Corp. has erased almost $1 trillion in market value in two months, briefly sliding below that level on Friday before dip buyers stepped in to inch it back above. And a Bloomberg Index of the Magnificent Seven tech stocks — Alphabet Inc., Amazon.com Inc., Apple Inc., Meta Platforms Inc., Microsoft Corp., Nvidia and Tesla Inc. — has dropped more than 12% in just three weeks.“This is an incredibly difficult market,” said Thomas Thornton, founder of Hedge Fund Telemetry, who is holding his highest level of cash. “People are still way too eager to buy. Good bottoms are when people can’t get out fast enough and nobody wants to buy.”From rookie retail traders to hedge fund pros, no one knows what the eventual cost of Trump’s sweeping policies really are. His pro-growth plans were tax cuts, deregulation and energy dominance. Tariffs were supposed to bring manufacturing back to the US and create jobs. But so far there’s little evidence of that. Just this week, Trump warned that Americans may feel a “little disturbance” from the trade wars with Canada, Mexico and China. He offered no word on when they’ll see the benefits from his tariff fights.All of this has mom-and-pop investors spooked. For the first time since 2022, the majority of individual investors say they believe stock prices will drop over the next six months, according to a survey by the American Association of Individual Investors. Fewer than 20% say they expect prices to rise over that period.“Be prepared for more ‘Trump pumps’ and ‘Trump dumps,’” said Dennis Dick, head of markets structure and a proprietary trader at Triple D Trading, who’s trading off rumors and headlines fighting trend-following algorithms. “The president never stops talking. It feels like my head is on a swivel.”The turbulent start to 2025 has Wall Street forecasters rethinking their bullish predictions for stocks at the start of the year. The average target predicted by a survey of two dozen strategists forecast that the S&P 500 would end 2025 at 6,511.36, based on data compiled by Bloomberg. That implies a roughly 13% rise from Friday’s close for a benchmark that’s already down about 2% for the year.“We knew that the optimistic interpretation of the initial year of the Trump administration was way off,” said Barry Bannister, chief equity strategist at Stifel, Nicolaus & Co., who was one of few strategists to predict a decline in stocks this year. “He is a disruptor and has to break down the old order if he’s going to remold some sort of new order, so we knew there would be a period of tumult.”The focus from here is on Corporate America’s profit growth, which is needed to justify the rich equity valuations. But analysts’ outlooks for the S&P 500 in 2025 have been steadily falling since the start of the year, from expectations of a nearly 13% rise in early January to roughly 10% now, according to Bloomberg Intelligence.With Federal Reserve officials in a blackout period before a March 19 interest-rate decision, traders will parse each economic data point in the coming weeks for clues about what could drive the stock market’s next move. A survey on job openings is due Tuesday, followed by an inflation report on consumer prices on Wednesday, then a sentiment reading from the University of Michigan Friday. Each should provide clues about how many times the Fed will cut rates in 2025.Fed Chair Jerome Powell offered reassurance that the economy remains “in a good place” in a speech on Friday, but disappointing readouts raise speculation that it’s beginning to slow more than expected and push investors to flee riskier assets. Steel and aluminum tariffs are scheduled to hit on Wednesday, adding another volatile element to the equation. And Congress must approve a spending agreement before Friday or face a government shutdown.“Risks are rising, and we’re starting to question the potential rockiness in the economy,” said Lori Calvasina, head of US equity strategy at RBC Capital Markets. “We’re at a tricky spot. And the next few weeks are pivotal.”","news_type":1,"symbols_score_info":{".DJI":1.1,".SPX":1.1,".IXIC":1.1}},"isVote":1,"tweetType":1,"viewCount":4412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":390380409589984,"gmtCreate":1736326215039,"gmtModify":1736326218510,"author":{"id":"4187329657205552","authorId":"4187329657205552","name":"EliteTrader","avatar":"https://community-static.tradeup.com/news/0805cd9b5b7ddc87213d06f9430f874e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187329657205552","authorIdStr":"4187329657205552"},"themes":[],"title":"","htmlText":"Total nonsense! [LOL]&nbsp;&nbsp;","listText":"Total nonsense! [LOL]&nbsp;&nbsp;","text":"Total nonsense! [LOL]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/390380409589984","repostId":"2501758909","repostType":2,"repost":{"id":"2501758909","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1736291050,"share":"https://ttm.financial/m/news/2501758909?lang=en_US&edition=fundamental","pubTime":"2025-01-08 07:04","market":"hk","language":"en","title":"Nvidia's Stock Suffers Worst Drop in Months as CES Speech Lacked One Big Thing","url":"https://stock-news.laohu8.com/highlight/detail?id=2501758909","media":"Dow Jones","summary":"Nvidia shares had run up in advance of the event, but CEO Jensen Huang didn't mention Rubin, the company's next chip familyNvidia Corp. shares made a run higher in the days leading up to Chief Executi","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia shares had run up in advance of the event, but CEO Jensen Huang didn&#39;t mention Rubin, the company&#39;s next chip family</p></li></ul><p>Nvidia Corp. shares made a run higher in the days leading up to Chief Executive Jensen Huang&#39;s CES keynote, but they fell sharply Tuesday in the wake of the speech.</p><p>Part of that could reflect investors &#34;selling the news&#34; of the event, which brought announcements around a personal supercomputer running a new Blackwell chip as well as a partnership involving driverless-truck technology.</p><p>Nvidia shares sank 6.2% on Tuesday, their worst one-day percentage drop since a 9.5% decline seen Sept. 3, 2024. The stock was one of the S&amp;P 500&#39;s SPX biggest losers on the day.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/78e52a5bba49edc9e44481993701b34e\" tg-width=\"762\" tg-height=\"619\"/></p><p>But Wall Street might also be disappointed that at least one thing was missing from Huang&#39;s Monday night address: discussion of the Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> chip family that will follow Blackwell.</p><p>&#34;While Jensen Huang, as expected, delivered a broad master-class on the current state and direction of the [artificial-intelligence] industry, and made several technically interesting announcements that together further extend the company&#39;s hardware and software industry leadership, we believe many investors were hoping for more concrete progress updates on the ramp of Blackwell and some input as to the company&#39;s progress with its next-generation GPU platform, Rubin,&#34; Benchmark Research analyst Cody Acree wrote in a note to clients.</p><p>There was talk of Blackwell, including when Huang mentioned that it&#39;s in full production. But Acree noted that &#34;there was zero mention of Rubin, although to be fair, this next-generation design is not expected until 2026.&#34;</p><p>Stifel analyst Ruben Roy noted that Huang&#39;s announcements were &#34;significant, but long-tailed (i.e. minimal impact to model).&#34; For example, the company&#39;s new Project Digits AI supercomputer, which starts at $3,000, is &#34;perhaps not a significant revenue needle mover,&#34; but could help deepen Nvidia&#39;s developer network.</p><p>&#34;We view these developments as further deepening the company&#39;s competitive moat and positioning around potentially multi-billion dollar advancements tied to AI agents, robotics, autonomous vehicles, graphics and PC and edge-device inferences in the coming years,&#34; he said in a report.</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 Stock Suffers Worst Drop in Months as CES Speech Lacked One Big Thing</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 Stock Suffers Worst Drop in Months as CES Speech Lacked One Big Thing\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-01-08 07:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Nvidia shares had run up in advance of the event, but CEO Jensen Huang didn&#39;t mention Rubin, the company&#39;s next chip family</p></li></ul><p>Nvidia Corp. shares made a run higher in the days leading up to Chief Executive Jensen Huang&#39;s CES keynote, but they fell sharply Tuesday in the wake of the speech.</p><p>Part of that could reflect investors &#34;selling the news&#34; of the event, which brought announcements around a personal supercomputer running a new Blackwell chip as well as a partnership involving driverless-truck technology.</p><p>Nvidia shares sank 6.2% on Tuesday, their worst one-day percentage drop since a 9.5% decline seen Sept. 3, 2024. The stock was one of the S&amp;P 500&#39;s SPX biggest losers on the day.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/78e52a5bba49edc9e44481993701b34e\" tg-width=\"762\" tg-height=\"619\"/></p><p>But Wall Street might also be disappointed that at least one thing was missing from Huang&#39;s Monday night address: discussion of the Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> chip family that will follow Blackwell.</p><p>&#34;While Jensen Huang, as expected, delivered a broad master-class on the current state and direction of the [artificial-intelligence] industry, and made several technically interesting announcements that together further extend the company&#39;s hardware and software industry leadership, we believe many investors were hoping for more concrete progress updates on the ramp of Blackwell and some input as to the company&#39;s progress with its next-generation GPU platform, Rubin,&#34; Benchmark Research analyst Cody Acree wrote in a note to clients.</p><p>There was talk of Blackwell, including when Huang mentioned that it&#39;s in full production. But Acree noted that &#34;there was zero mention of Rubin, although to be fair, this next-generation design is not expected until 2026.&#34;</p><p>Stifel analyst Ruben Roy noted that Huang&#39;s announcements were &#34;significant, but long-tailed (i.e. minimal impact to model).&#34; For example, the company&#39;s new Project Digits AI supercomputer, which starts at $3,000, is &#34;perhaps not a significant revenue needle mover,&#34; but could help deepen Nvidia&#39;s developer network.</p><p>&#34;We view these developments as further deepening the company&#39;s competitive moat and positioning around potentially multi-billion dollar advancements tied to AI agents, robotics, autonomous vehicles, graphics and PC and edge-device inferences in the coming years,&#34; he said in a report.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4585":"ETF&股票定投概念","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1548497426.USD":"安联环球人工智能AT Acc","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0823414478.USD":"法巴经典能源转换基金","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4527":"明星科技股","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2501758909","content_text":"Nvidia shares had run up in advance of the event, but CEO Jensen Huang didn't mention Rubin, the company's next chip familyNvidia Corp. shares made a run higher in the days leading up to Chief Executive Jensen Huang's CES keynote, but they fell sharply Tuesday in the wake of the speech.Part of that could reflect investors \"selling the news\" of the event, which brought announcements around a personal supercomputer running a new Blackwell chip as well as a partnership involving driverless-truck technology.Nvidia shares sank 6.2% on Tuesday, their worst one-day percentage drop since a 9.5% decline seen Sept. 3, 2024. The stock was one of the S&P 500's SPX biggest losers on the day.But Wall Street might also be disappointed that at least one thing was missing from Huang's Monday night address: discussion of the Nvidia $(NVDA)$ chip family that will follow Blackwell.\"While Jensen Huang, as expected, delivered a broad master-class on the current state and direction of the [artificial-intelligence] industry, and made several technically interesting announcements that together further extend the company's hardware and software industry leadership, we believe many investors were hoping for more concrete progress updates on the ramp of Blackwell and some input as to the company's progress with its next-generation GPU platform, Rubin,\" Benchmark Research analyst Cody Acree wrote in a note to clients.There was talk of Blackwell, including when Huang mentioned that it's in full production. But Acree noted that \"there was zero mention of Rubin, although to be fair, this next-generation design is not expected until 2026.\"Stifel analyst Ruben Roy noted that Huang's announcements were \"significant, but long-tailed (i.e. minimal impact to model).\" For example, the company's new Project Digits AI supercomputer, which starts at $3,000, is \"perhaps not a significant revenue needle mover,\" but could help deepen Nvidia's developer network.\"We view these developments as further deepening the company's competitive moat and positioning around potentially multi-billion dollar advancements tied to AI agents, robotics, autonomous vehicles, graphics and PC and edge-device inferences in the coming years,\" he said in a report.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372781288673416,"gmtCreate":1732021029727,"gmtModify":1732021033367,"author":{"id":"4187329657205552","authorId":"4187329657205552","name":"EliteTrader","avatar":"https://community-static.tradeup.com/news/0805cd9b5b7ddc87213d06f9430f874e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187329657205552","authorIdStr":"4187329657205552"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SEZL\">$Sezzle Inc(SEZL)$&nbsp;</a><v-v data-views=\"1\"></v-v> $500 mark soon!","listText":"<a href=\"https://ttm.financial/S/SEZL\">$Sezzle Inc(SEZL)$&nbsp;</a><v-v data-views=\"1\"></v-v> $500 mark soon!","text":"$Sezzle Inc(SEZL)$ $500 mark soon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/372781288673416","isVote":1,"tweetType":1,"viewCount":4721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365418853019656,"gmtCreate":1730223829604,"gmtModify":1730223831383,"author":{"id":"4187329657205552","authorId":"4187329657205552","name":"EliteTrader","avatar":"https://community-static.tradeup.com/news/0805cd9b5b7ddc87213d06f9430f874e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187329657205552","authorIdStr":"4187329657205552"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NKLA\">$Nikola Corporation(NKLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NKLA\">$Nikola Corporation(NKLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$Nikola Corporation(NKLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365418853019656","isVote":1,"tweetType":1,"viewCount":4222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356408904958000,"gmtCreate":1728023461634,"gmtModify":1728023855592,"author":{"id":"4187329657205552","authorId":"4187329657205552","name":"EliteTrader","avatar":"https://community-static.tradeup.com/news/0805cd9b5b7ddc87213d06f9430f874e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187329657205552","authorIdStr":"4187329657205552"},"themes":[],"title":"","htmlText":"1 &amp; 8 5 &amp; 7","listText":"1 &amp; 8 5 &amp; 7","text":"1 & 8 5 & 7","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356408904958000","isVote":1,"tweetType":1,"viewCount":4930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355080439337264,"gmtCreate":1727691643448,"gmtModify":1727691728646,"author":{"id":"4187329657205552","authorId":"4187329657205552","name":"EliteTrader","avatar":"https://community-static.tradeup.com/news/0805cd9b5b7ddc87213d06f9430f874e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187329657205552","authorIdStr":"4187329657205552"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/KGN.AU\">$KOGAN.COM LTD(KGN.AU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/KGN.AU\">$KOGAN.COM LTD(KGN.AU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$KOGAN.COM LTD(KGN.AU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355080439337264","isVote":1,"tweetType":1,"viewCount":4823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}