Rollinrock personal page - To The Moon

Rollinrock

Rollinrock

No personal profile

3Follow

2Followers

0Topic

0Badge

01:14

cashed in at $12. Will buy again at $6[Grin]

Intuitive Machines reports third-quarter revenue of $58.48 million, beating analyst estimates of $50.89 million

11-15 00:47

Yes. Regret selling Nvidia @ $119 [Smug]

11-14 10:44

Awesome!

Rocket Lab Stock Soars 26% Premarket. Sales Grew 55%

11-14 10:43

Ok selling mine too

Form 144 | Intuitive Machines' Officer Timothy P. Crain proposes to sell 400,000 shares, with a total value of approximately $4.52 million.

11-14 07:49

$iShares Bitcoin Trust(IBIT)$ $Rocket Lab USA, Inc.(RKLB)$ yes!![Happy]

Bitcoin Briefly Tops $93,000 on Trump Agenda, Fed Policy Outlook

11-11

$iShares Bitcoin Trust(IBIT)$ awesome

11-02

Load up!

Intel: Why I'm Avoiding This Stock After Earnings

10-31

$iShares Bitcoin Trust(IBIT)$ yes! Let's go....

09-27

$Intel(INTC)$Holding untill NVDA aquires....

09-26

Will NVDA buy INTC?

Nvidia Investors Just Got a $1 Trillion Reason to Be Even More Bullish

09-21

$Tiger Brokers(TIGR)$ put buy limit of $90 on NVDA last week ...never got there, and then not buying at $101!

09-20

$NVIDIA Corp(NVDA)$waiting patiently for anything above $122 to cash in then buy again at $100 or below!

09-05

$NVIDIA Corp(NVDA)$ 90

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"4187407065322032","uuid":"4187407065322032","gmtCreate":1724303917472,"gmtModify":1725512789697,"name":"Rollinrock","pinyin":"rollinrock","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":3,"tweetSize":13,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"init","userBadges":[{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.27","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":371432082046984,"gmtCreate":1731690872412,"gmtModify":1731690876807,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"cashed&nbsp;in at $12. Will buy again&nbsp;at $6[Grin]&nbsp;&nbsp;","listText":"cashed&nbsp;in at $12. Will buy again&nbsp;at $6[Grin]&nbsp;&nbsp;","text":"cashed in at $12. Will buy again at $6[Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371432082046984","repostId":"2483748258","repostType":2,"repost":{"id":"2483748258","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1731587862,"share":"https://ttm.financial/m/news/2483748258?lang=&edition=fundamental","pubTime":"2024-11-14 20:37","market":"us","language":"en","title":"Intuitive Machines reports third-quarter revenue of $58.48 million, beating analyst estimates of $50.89 million","url":"https://stock-news.laohu8.com/highlight/detail?id=2483748258","media":"Benzinga","summary":"Intuitive Machines (NASDAQ:LUNR) reported quarterly sales of $58.478 which missed the analyst consensus estimate of $50.890 million by 100.00 percent.  This is a 100.00 percent decrease over sales of $12.731 million the","content":"<p>Intuitive Machines reported third-quarter revenue of $58.48 million, beating analyst estimates of $50.89 million, according to Benzinga Pro. Total revenue was up 359% on a year-over-year basis.</p><p style=\"text-align: start;\">The company reported a net loss of $80.44 million, versus net income of $14.31 million in the prior year’s quarter. Backlog grew to $316.2 million in the quarter, the highest in company history. Intuitive Machines ended the quarter with $89.6 million in cash.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intuitive Machines reports third-quarter revenue of $58.48 million, beating analyst estimates of $50.89 million</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\">\nIntuitive Machines reports third-quarter revenue of $58.48 million, beating analyst estimates of $50.89 million\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-11-14 20:37</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Intuitive Machines reported third-quarter revenue of $58.48 million, beating analyst estimates of $50.89 million, according to Benzinga Pro. Total revenue was up 359% on a year-over-year basis.</p><p style=\"text-align: start;\">The company reported a net loss of $80.44 million, versus net income of $14.31 million in the prior year’s quarter. Backlog grew to $316.2 million in the quarter, the highest in company history. Intuitive Machines ended the quarter with $89.6 million in cash.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LUNR":"Intuitive Machines"},"source_url":"https://www.benzinga.com/news/earnings/24/11/41969250/intuitive-machines-q3-sales-58-478-miss-50-890m-estimate-net-loss-80-441m-down-from-net-income-14-3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2483748258","content_text":"Intuitive Machines reported third-quarter revenue of $58.48 million, beating analyst estimates of $50.89 million, according to Benzinga Pro. Total revenue was up 359% on a year-over-year basis.The company reported a net loss of $80.44 million, versus net income of $14.31 million in the prior year’s quarter. Backlog grew to $316.2 million in the quarter, the highest in company history. Intuitive Machines ended the quarter with $89.6 million in cash.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370949016383688,"gmtCreate":1731602850956,"gmtModify":1731602854967,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"Yes. Regret&nbsp;selling Nvidia @ $119 [Smug]&nbsp;&nbsp;","listText":"Yes. Regret&nbsp;selling Nvidia @ $119 [Smug]&nbsp;&nbsp;","text":"Yes. Regret selling Nvidia @ $119 [Smug]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370949016383688","isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370741710623056,"gmtCreate":1731552240115,"gmtModify":1731552243845,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"Awesome!&nbsp;","listText":"Awesome!&nbsp;","text":"Awesome!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370741710623056","repostId":"2483061739","repostType":2,"repost":{"id":"2483061739","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":1731490457,"share":"https://ttm.financial/m/news/2483061739?lang=&edition=fundamental","pubTime":"2024-11-13 17:34","market":"nz","language":"en","title":"Rocket Lab Stock Soars 26% Premarket. Sales Grew 55%","url":"https://stock-news.laohu8.com/highlight/detail?id=2483061739","media":"Dow Jones","summary":"Space is taking off.Shares of commercial space start-up Rocket Lab jumped 26% in premarket trading on Wednesday after the company reported better-than-expected third-quarter results.Tuesday evening, t","content":"<html><head></head><body><p>Space is taking off.</p><p>Shares of commercial space start-up  <a href=\"https://laohu8.com/S/RKLB\">Rocket Lab USA, Inc.</a>  jumped 26% in premarket trading on Wednesday after the company reported better-than-expected third-quarter results.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e3b6432520ba04c1de9587489d81bc98\" title=\"\" tg-width=\"420\" tg-height=\"390\"/></p><p>Tuesday evening, the company, which is akin to a mini-SpaceX, reported third-quarter sales of $105 million. Wall Street was looking for $103 million.</p><p>Looking ahead, Rocket Lab expects to generate sales of $125 million to $135 million in the fourth quarter. Wall Street was looking for $122 million.</p><p>The company&#39;s adjusted earnings before interest, taxes, depreciation, and amortization (Ebitda) loss for the quarter was almost $31 million, a little smaller than Wall Street expected.</p><p>The company launched its Electron rockets 12 times this year. The backlog ended the quarter at $1.05 billion. There are many more launches to come.</p><p>&#34;Significant achievements for the quarter included signing a launch service agreement for multiple launches on Neutron with a confidential commercial satellite constellation customer,&#34; said CEO Peter Beck in a news release. &#34;We expect to close out the year strongly with more Electron launches scheduled in November and December, alongside continued progress across Neutron and space systems, that is behind our guidance for a record $125 million to $135 million revenue quarter in Q4.&#34;</p><p>Neutron is the company&#39;s second, larger, launch system in development. Electrons are smaller rockets in operation today. A Neutron will carry about 13 metric tons into low Earth orbit, while an Electron rocket can carry some 300 kilograms into low Earth orbit.</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>Rocket Lab Stock Soars 26% Premarket. Sales Grew 55%</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\">\nRocket Lab Stock Soars 26% Premarket. Sales Grew 55%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-13 17:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Space is taking off.</p><p>Shares of commercial space start-up  <a href=\"https://laohu8.com/S/RKLB\">Rocket Lab USA, Inc.</a>  jumped 26% in premarket trading on Wednesday after the company reported better-than-expected third-quarter results.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e3b6432520ba04c1de9587489d81bc98\" title=\"\" tg-width=\"420\" tg-height=\"390\"/></p><p>Tuesday evening, the company, which is akin to a mini-SpaceX, reported third-quarter sales of $105 million. Wall Street was looking for $103 million.</p><p>Looking ahead, Rocket Lab expects to generate sales of $125 million to $135 million in the fourth quarter. Wall Street was looking for $122 million.</p><p>The company&#39;s adjusted earnings before interest, taxes, depreciation, and amortization (Ebitda) loss for the quarter was almost $31 million, a little smaller than Wall Street expected.</p><p>The company launched its Electron rockets 12 times this year. The backlog ended the quarter at $1.05 billion. There are many more launches to come.</p><p>&#34;Significant achievements for the quarter included signing a launch service agreement for multiple launches on Neutron with a confidential commercial satellite constellation customer,&#34; said CEO Peter Beck in a news release. &#34;We expect to close out the year strongly with more Electron launches scheduled in November and December, alongside continued progress across Neutron and space systems, that is behind our guidance for a record $125 million to $135 million revenue quarter in Q4.&#34;</p><p>Neutron is the company&#39;s second, larger, launch system in development. Electrons are smaller rockets in operation today. A Neutron will carry about 13 metric tons into low Earth orbit, while an Electron rocket can carry some 300 kilograms into low Earth orbit.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RKLB":"Rocket Lab USA, Inc."},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2483061739","content_text":"Space is taking off.Shares of commercial space start-up  Rocket Lab USA, Inc.  jumped 26% in premarket trading on Wednesday after the company reported better-than-expected third-quarter results.Tuesday evening, the company, which is akin to a mini-SpaceX, reported third-quarter sales of $105 million. Wall Street was looking for $103 million.Looking ahead, Rocket Lab expects to generate sales of $125 million to $135 million in the fourth quarter. Wall Street was looking for $122 million.The company's adjusted earnings before interest, taxes, depreciation, and amortization (Ebitda) loss for the quarter was almost $31 million, a little smaller than Wall Street expected.The company launched its Electron rockets 12 times this year. The backlog ended the quarter at $1.05 billion. There are many more launches to come.\"Significant achievements for the quarter included signing a launch service agreement for multiple launches on Neutron with a confidential commercial satellite constellation customer,\" said CEO Peter Beck in a news release. \"We expect to close out the year strongly with more Electron launches scheduled in November and December, alongside continued progress across Neutron and space systems, that is behind our guidance for a record $125 million to $135 million revenue quarter in Q4.\"Neutron is the company's second, larger, launch system in development. Electrons are smaller rockets in operation today. A Neutron will carry about 13 metric tons into low Earth orbit, while an Electron rocket can carry some 300 kilograms into low Earth orbit.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370827509149832,"gmtCreate":1731552217479,"gmtModify":1731552221217,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"Ok selling mine too","listText":"Ok selling mine too","text":"Ok selling mine too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370827509149832","repostId":"1189083767","repostType":2,"repost":{"id":"1189083767","weMediaInfo":{"introduction":"Stay Updated with Major Announcements","home_visible":1,"media_name":"SEC Track","id":"1033292654","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1731536719,"share":"https://ttm.financial/m/news/1189083767?lang=&edition=fundamental","pubTime":"2024-11-14 06:25","market":"us","language":"en","title":"Form 144 | Intuitive Machines' Officer Timothy P. Crain proposes to sell 400,000 shares, with a total value of approximately $4.52 million.","url":"https://stock-news.laohu8.com/highlight/detail?id=1189083767","media":"SEC Track","summary":"Intuitive Machines' Officer Timothy P. Crain proposes to sell 400,000 shares of Class A common stock on November 13, 2024, with a total market value of approximately $4,520,000. Over the past three months, Timothy P. Crain has accumulated reductions totaling 1,025,577 shares.","content":"Intuitive Machines' Officer Timothy P. Crain proposes to sell 400,000 shares of Class A common stock on November 13, 2024, with a total market value of approximately $4,520,000. Over the past three months, Timothy P. Crain has accumulated reductions totaling 1,025,577 shares.","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Form 144 | Intuitive Machines' Officer Timothy P. Crain proposes to sell 400,000 shares, with a total value of approximately $4.52 million.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForm 144 | Intuitive Machines' Officer Timothy P. Crain proposes to sell 400,000 shares, with a total value of approximately $4.52 million.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1033292654\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">SEC Track </p>\n<p class=\"h-time\">2024-11-14 06:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nIntuitive Machines' Officer Timothy P. Crain proposes to sell 400,000 shares of Class A common stock on November 13, 2024, with a total market value of approximately $4,520,000. Over the past three months, Timothy P. Crain has accumulated reductions totaling 1,025,577 shares.\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LUNR":"Intuitive Machines"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189083767","content_text":"Intuitive Machines' Officer Timothy P. Crain proposes to sell 400,000 shares of Class A common stock on November 13, 2024, with a total market value of approximately $4,520,000. Over the past three months, Timothy P. Crain has accumulated reductions totaling 1,025,577 shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370697492500976,"gmtCreate":1731541775763,"gmtModify":1731541779668,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/IBIT\">$iShares Bitcoin Trust(IBIT)$</a> <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> yes!![Happy]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/IBIT\">$iShares Bitcoin Trust(IBIT)$</a> <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> yes!![Happy]&nbsp;&nbsp;","text":"$iShares Bitcoin Trust(IBIT)$ $Rocket Lab USA, Inc.(RKLB)$ yes!![Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370697492500976","repostId":"2483834144","repostType":4,"repost":{"id":"2483834144","pubTimestamp":1731541198,"share":"https://ttm.financial/m/news/2483834144?lang=&edition=fundamental","pubTime":"2024-11-14 07:39","market":"us","language":"en","title":"Bitcoin Briefly Tops $93,000 on Trump Agenda, Fed Policy Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2483834144","media":"Investopedia","summary":"Key TakeawaysBitcoin recently hit another all-time high, rising above $93,000.The price of bitcoin has been on a tear since Donald Trump won the presidential election.Trump made a number of campaign p","content":"<html><head></head><body><ul style=\"\"><li><p>Digital asset set a series of records after the Nov. 5 US vote</p></li><li><p>In-line CPI data led to more bets on a December Fed rate cut</p></li></ul><p>Bitcoin spiked above $93,000 for a short period as expectations of further interest-rate reductions by the Federal Reserve added to the impetus from President-elect Donald Trump’s pro-crypto stance.</p><p style=\"text-align: start;\">The digital asset rose nearly 6% in the US to a record $93,462 but failed to hold the climb, falling back to $89,370 as of 6:10 a.m. on Thursday in Singapore. The wider crypto market swung between gains and losses amid choppy trading.</p><p style=\"text-align: start;\">Speculators are trying to parse whether Trump’s rhetorical support for digital assets will continue to propel Bitcoin, opening a path to $100,000, or give way to a bout of profit-taking after a 33% advance since the US election on Nov. 5.</p><p>“After such an extended move it’s reasonable to think we will see opinions shift, resulting in increased two-way flows,” Chris Weston, head of research at Pepperstone Group, wrote in a note. “Still, the trend in Bitcoin is higher — for now — and I would expect buyers to kick back in once the liquidation of a concentrated position has run its course and we move to a cleaner position.”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/af6ea24104a97390dedf98a211153f01\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">US inflation data on Wednesday met analyst projections, prompting traders to boost wagers on another quarter-point rate cut by the Fed in December. At the same time, Trump’s wider platform of tax cuts and protectionist trade tariffs complicates the picture by threatening to stoke price pressures in the future.</p><p style=\"text-align: start;\">The president-elect has pledged to create a friendly regulatory framework for crypto, set up a strategic Bitcoin stockpile and make the US the global hub for the industry. A onetime crypto skeptic, Trump changed tack after digital-asset firms spent heavily during election campaigning to promote their interests.</p><p>Questions remain about the feasibility of these promises and the potential timeline for implementation. Trump and his Republican Party have <u>unified control</u> of the elected branches of government but matters of state such as economic and fiscal policy may be first in line for action.</p><p>Billionaire Michael Novogratz, founder of crypto-focused Galaxy Digital LP, said on Bloomberg Television that the odds of a US Bitcoin strategic reserve are low, while adding that the largest token could soar to $500,000 if it materializes.</p><p>The crypto rally is rippling across the financial sector, driving peak trading volumes and inflows at US Bitcoin exchange-traded funds. MicroStrategy Inc. — a software company that has embraced Bitcoin on its balance sheet — is powering a Bloomberg gauge for convertible US debt toward its best month this year.</p></body></html>","source":"investopedia_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bitcoin Briefly Tops $93,000 on Trump Agenda, Fed Policy Outlook</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\">\nBitcoin Briefly Tops $93,000 on Trump Agenda, Fed Policy Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-14 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/bitcoins-price-run-continues-above-usd93-000-8744424><strong>Investopedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Digital asset set a series of records after the Nov. 5 US voteIn-line CPI data led to more bets on a December Fed rate cutBitcoin spiked above $93,000 for a short period as expectations of further ...</p>\n\n<a href=\"https://www.investopedia.com/bitcoins-price-run-continues-above-usd93-000-8744424\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","BK4535":"淡马锡持仓","BK4585":"ETF&股票定投概念","BK4594":"比特币ETF概念","MARA":"Marathon Digital Holdings Inc","BK4588":"碎股","BK4550":"红杉资本持仓","BK4504":"桥水持仓","BTBT":"Bit Digital, Inc."},"source_url":"https://www.investopedia.com/bitcoins-price-run-continues-above-usd93-000-8744424","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2483834144","content_text":"Digital asset set a series of records after the Nov. 5 US voteIn-line CPI data led to more bets on a December Fed rate cutBitcoin spiked above $93,000 for a short period as expectations of further interest-rate reductions by the Federal Reserve added to the impetus from President-elect Donald Trump’s pro-crypto stance.The digital asset rose nearly 6% in the US to a record $93,462 but failed to hold the climb, falling back to $89,370 as of 6:10 a.m. on Thursday in Singapore. The wider crypto market swung between gains and losses amid choppy trading.Speculators are trying to parse whether Trump’s rhetorical support for digital assets will continue to propel Bitcoin, opening a path to $100,000, or give way to a bout of profit-taking after a 33% advance since the US election on Nov. 5.“After such an extended move it’s reasonable to think we will see opinions shift, resulting in increased two-way flows,” Chris Weston, head of research at Pepperstone Group, wrote in a note. “Still, the trend in Bitcoin is higher — for now — and I would expect buyers to kick back in once the liquidation of a concentrated position has run its course and we move to a cleaner position.”US inflation data on Wednesday met analyst projections, prompting traders to boost wagers on another quarter-point rate cut by the Fed in December. At the same time, Trump’s wider platform of tax cuts and protectionist trade tariffs complicates the picture by threatening to stoke price pressures in the future.The president-elect has pledged to create a friendly regulatory framework for crypto, set up a strategic Bitcoin stockpile and make the US the global hub for the industry. A onetime crypto skeptic, Trump changed tack after digital-asset firms spent heavily during election campaigning to promote their interests.Questions remain about the feasibility of these promises and the potential timeline for implementation. Trump and his Republican Party have unified control of the elected branches of government but matters of state such as economic and fiscal policy may be first in line for action.Billionaire Michael Novogratz, founder of crypto-focused Galaxy Digital LP, said on Bloomberg Television that the odds of a US Bitcoin strategic reserve are low, while adding that the largest token could soar to $500,000 if it materializes.The crypto rally is rippling across the financial sector, driving peak trading volumes and inflows at US Bitcoin exchange-traded funds. MicroStrategy Inc. — a software company that has embraced Bitcoin on its balance sheet — is powering a Bloomberg gauge for convertible US debt toward its best month this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369678720671752,"gmtCreate":1731291176422,"gmtModify":1731291180255,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/IBIT\">$iShares Bitcoin Trust(IBIT)$</a> awesome","listText":"<a href=\"https://ttm.financial/S/IBIT\">$iShares Bitcoin Trust(IBIT)$</a> awesome","text":"$iShares Bitcoin Trust(IBIT)$ awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/369678720671752","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4190207140595792","authorId":"4190207140595792","name":"Alex Puffin On Two Vapes","avatar":"https://community-static.tradeup.com/news/1a619317fa8b1576b69220e7f7117c94","crmLevel":1,"crmLevelSwitch":0,"idStr":"4190207140595792","authorIdStr":"4190207140595792"},"content":"$Apple(AAPL)$ [Speechless] [Tongue] [Grin] [Speechless] [Miser] [Tongue] [Grin] [Grin] [Tongue] [Tongue] @Barcode @Barcode @koolgal $Apple(AAPL)$","text":"$Apple(AAPL)$ [Speechless] [Tongue] [Grin] [Speechless] [Miser] [Tongue] [Grin] [Grin] [Tongue] [Tongue] @Barcode @Barcode @koolgal $Apple(AAPL)$","html":"$Apple(AAPL)$ [Speechless] [Tongue] [Grin] [Speechless] [Miser] [Tongue] [Grin] [Grin] [Tongue] [Tongue] @Barcode @Barcode @koolgal $Apple(AAPL)$"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366629869908096,"gmtCreate":1730517556185,"gmtModify":1730517560278,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"Load up!&nbsp;","listText":"Load up!&nbsp;","text":"Load up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366629869908096","repostId":"1179021770","repostType":2,"repost":{"id":"1179021770","pubTimestamp":1730441712,"share":"https://ttm.financial/m/news/1179021770?lang=&edition=fundamental","pubTime":"2024-11-01 14:15","market":"us","language":"en","title":"Intel: Why I'm Avoiding This Stock After Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1179021770","media":"Seeking Alpha","summary":"SummaryIntel just reported its third quarter earnings.The earnings figures missed estimates by a wide margin, while revenue beat expectations.Increased fourth quarter guidance triggered an after-hours","content":"<html><head></head><body><h2 id=\"id_805437798\">Summary</h2><ul style=\"\"><li><p>Intel just reported its third quarter earnings.</p></li><li><p>The earnings figures missed estimates by a wide margin, while revenue beat expectations.</p></li><li><p>Increased fourth quarter guidance triggered an after-hours rally.</p></li><li><p>I take a much dimmer view of Intel&#39;s earnings than the markets did. The company&#39;s Q3 release showed many signs of a company in decline.</p></li><li><p>In this article I explain why I&#39;m not buying Intel&#39;s post-earnings rally.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/86b9b7aceceb2996402c47a77ff3d6ae\" alt=\"Intel Headquarters\" title=\"Intel Headquarters\" tg-width=\"750\" tg-height=\"500\"/><span>Intel Headquarters</span></p><p><strong>Intel</strong> (NASDAQ:INTC) just released its earnings for its fiscal third quarter 2024. The release missed expectations on revenue and earnings per share (EPS), but the stock rallied on raised fourth quarter guidance. Intel’s release was highly anticipated because the stock has a cult following in the value investing community. Although INTC is not ‘dirt cheap’ going by multiples, it has been optically cheap at various points in the past. Unfortunately, the results just released showed that INTC is &#39;cheap&#39; for a reason. Although INTC rallied 12% due to the raised guidance, the company&#39;s Q3 results also showed weakness in the crucial foundry segment, which declined 8% year over year. For my money that was a bigger deal than the fact that the company&#39;s management upped guidance.</p><p>Intel’s foundry business, which includes the former Intel Foundry Services segment, is seen as crucial to the company’s future. Intel is far behind its competitors in designing mobile CPUs and GPUs, so becoming a major foundry for other chip designers is probably the company’s best bet to turn things around. Unfortunately, the actual results from the segment have been even more disappointing than those in Intel’s chip design business. Intel’s foundry results broadly disappointed investors in the second quarter. Results in the third quarter were weak as well, with revenue declining 8% and the EBIT loss swelling to $5.8 billion. The foundry services segment had previously been considered a <strong>Taiwan Semiconductor Manufacturing</strong> (TSM) competitor, but its precipitous decline in the third quarter cast doubt on Intel’s ability to compete in manufacturing.</p><p>Intel Foundry is very important to Intel as a whole. Among other things, the segment helps the company procure billions of dollars per year in CHIPS Act funding. Unfortunately, Intel stopped reported its sales to external clients last quarter. That left investors without access to critical information about INTC&#39;s contract manufacturing business.</p><p>Many investors have high hopes for Intel’s foundry sales to external clients. By establishing itself as a manufacturer like TSMC, Intel might be able to compete in foundry services on the global stage. If it does so, then it could gain tens of billions a year in new revenue, going by TSMC’s earnings. Apart from internal sales (i.e. sales from Intel Foundry to Intel), the company’s foundry business is struggling. Doing a few hundred million a year in revenue, the contract manufacturing segment is not taking off. Also, the entire segment’s operating loss is on the rise, having increased to $5.8 last quarter. Unlike in previous quarters, Intel did not provide a figure for foundry sales to external clients. That was disappointing because such sales are critical to the success of Intel’s turnaround.</p><p>Investors will want to see the foundry situation turn around before taking positions in Intel because the company’s ventures in design are floundering. In Q3, Intel’s total revenue declined 6%. In the second quarter, <strong>AMD</strong> (AMD) saw its revenue grow 9%, and <strong>NVIDIA’s</strong> (NVDA) revenue soared 122%. Intel thrived many years ago, when it had <strong>Apple’s</strong> (AAPL) business more or less on lock. Since losing Apple’s business to that company’s home-grown chip efforts, INTC has struggled to regain its footing in chip design. The company failed to get a foothold in the mobile revolution and was late to the party in AI GPUs. As a result, it has lost considerable market share.</p><p>When I last covered Intel, I rated the stock a weak hold on the basis of the fact that its key segments were in decline. Today, I still take a basically neutral view on Intel, but not a completely neutral view. I am more bearish on Intel than bullish, especially with its stock rallying so hard after hours. However, since Intel is fairly cheap going by some metrics, there is risk here for shorts as well as longs. For this reason I think avoiding Intel after earnings is the best course of action for those looking at the stock right now.</p><h2 id=\"id_4287991027\">Earnings Recap</h2><p>Intel’s third quarter earnings release broadly missed estimates, although it did include improved revenue guidance for the fourth quarter. Key metrics from the release included:</p><ul style=\"\"><li><p>$13.3 billion in revenue, down 6% (beat by $260 million).</p></li><li><p>$-16.6 million in earnings.</p></li><li><p>$-0.46 in EPS (miss by $0.43 and down by $0.87).</p></li><li><p>$-3.89 in GAAP EPS (miss by $3.64).</p></li><li><p>An 18% gross margin, down 27.5%.</p></li><li><p>A newly announced $3 billion U.S. government Secure Enclave Partnership.</p></li><li><p>$4.1 billion in cash from operations.</p></li><li><p>$-2.7 billion in free cash flow.</p></li><li><p>Guidance for $13.3 billion to $14.3 billion in fourth quarter revenues.</p></li></ul><p>Overall, I found these results pretty disappointing. Intel lost considerable money in the third quarter. The guidance raise triggered a rally after hours, but even with the upped guidance INTC is still on track to see its revenue decline by $1.6 billion year over year.</p><h2 id=\"id_3853872211\">Competitive Position</h2><p>One of the biggest reasons to be skeptical about Intel stock right now is the fact that the company has a rather poor competitive position. In the Seeking Alpha Quant rankings for growth and valuation, Intel underperforms its sector, scoring an F and a D, respectively. It does score an A+ on profitability, but the company’s free cash flow margin is deeply negative. Since Seeking Alpha Quant rankings are sector relative, Intel’s low scores on growth and valuation imply that the stock is both more expensive and growing slower than its sector. That’s not a great mix of qualities.</p><p>Why is Intel underperforming its sector?</p><p>It comes down to experience. Companies get better at what they do as they accumulate experience. Traditionally, Intel supplied chips to laptop and desktop makers, and it was good at that. However, when Apple ditched intel for its own home-grown chips, INTC lost a major part of its business. Additionally, AMD–previously seen as a bargain-basement vendor–became competitive. Finally, Intel failed to gain experience in mobile chips or GPUs when the incumbents in those spaces were building up their competencies. As a result, Intel fell behind the big players in the semi space.</p><p>Today Intel is trying to scale up its foundry. Intel Foundry currently does $4.4 billion in quarterly foundry revenue, but most of it is sales to other Intel businesses. The business providing foundry services to other companies had been growing rapidly but appeared to have hit a plateau before Intel stopped reporting it as a separate segment. The foundry as a whole is losing billions of dollars per quarter. The segment does help Intel get billions of dollars per year from the Federal Government, but it does not appear to be competing with TSMC successfully. So I&#39;d call Intel&#39;s competitive position a poor one.</p><h2 id=\"id_93812287\">Valuation</h2><p>Having looked at Intel’s recent earnings and competitive position, we can now look at the stock’s multiples. Here are the multiples that INTC currently trades at according to Seeking Alpha Quant:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cdf301609d210387463d209650836ebb\" alt=\"Intel multiples\" title=\"Intel multiples\" tg-width=\"1162\" tg-height=\"1280\"/><span>Intel multiples</span></p><p>These multiples are enough to score INTC a ‘D’ in Seeking Alpha’s Quant ratings, which are sector relative. In other words, Intel is one of the more richly valued semiconductor stocks out there, despite being in decline. Last quarter, Intel’s revenue, earnings and free cash flow all declined. It guided for even more decline in the fourth quarter, and the markets took that as good news. On the whole, Intel is far too pricey for a company that is losing money long term and underperforming its sector. This stock trades at about three times its sector’s GAAP P/E ratio while performing worse than its peers. This is really hard to explain logically.</p><h2 id=\"id_324831206\">The Bottom Line</h2><p>Intel stock is simultaneously performing worse than its peers while being more richly valued than them. Its most recent earnings release was a miss. The upped guidance was one bright spot, but even after increasing the guidance, management still expects revenue to decline. On the whole, I’m not interested in buying Intel stock today.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel: Why I'm Avoiding This Stock After Earnings</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\">\nIntel: Why I'm Avoiding This Stock After Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-01 14:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4731931-intel-stock-why-im-avoiding-this-stock-after-earnings><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIntel just reported its third quarter earnings.The earnings figures missed estimates by a wide margin, while revenue beat expectations.Increased fourth quarter guidance triggered an after-hours...</p>\n\n<a href=\"https://seekingalpha.com/article/4731931-intel-stock-why-im-avoiding-this-stock-after-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4731931-intel-stock-why-im-avoiding-this-stock-after-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1179021770","content_text":"SummaryIntel just reported its third quarter earnings.The earnings figures missed estimates by a wide margin, while revenue beat expectations.Increased fourth quarter guidance triggered an after-hours rally.I take a much dimmer view of Intel's earnings than the markets did. The company's Q3 release showed many signs of a company in decline.In this article I explain why I'm not buying Intel's post-earnings rally.Intel HeadquartersIntel (NASDAQ:INTC) just released its earnings for its fiscal third quarter 2024. The release missed expectations on revenue and earnings per share (EPS), but the stock rallied on raised fourth quarter guidance. Intel’s release was highly anticipated because the stock has a cult following in the value investing community. Although INTC is not ‘dirt cheap’ going by multiples, it has been optically cheap at various points in the past. Unfortunately, the results just released showed that INTC is 'cheap' for a reason. Although INTC rallied 12% due to the raised guidance, the company's Q3 results also showed weakness in the crucial foundry segment, which declined 8% year over year. For my money that was a bigger deal than the fact that the company's management upped guidance.Intel’s foundry business, which includes the former Intel Foundry Services segment, is seen as crucial to the company’s future. Intel is far behind its competitors in designing mobile CPUs and GPUs, so becoming a major foundry for other chip designers is probably the company’s best bet to turn things around. Unfortunately, the actual results from the segment have been even more disappointing than those in Intel’s chip design business. Intel’s foundry results broadly disappointed investors in the second quarter. Results in the third quarter were weak as well, with revenue declining 8% and the EBIT loss swelling to $5.8 billion. The foundry services segment had previously been considered a Taiwan Semiconductor Manufacturing (TSM) competitor, but its precipitous decline in the third quarter cast doubt on Intel’s ability to compete in manufacturing.Intel Foundry is very important to Intel as a whole. Among other things, the segment helps the company procure billions of dollars per year in CHIPS Act funding. Unfortunately, Intel stopped reported its sales to external clients last quarter. That left investors without access to critical information about INTC's contract manufacturing business.Many investors have high hopes for Intel’s foundry sales to external clients. By establishing itself as a manufacturer like TSMC, Intel might be able to compete in foundry services on the global stage. If it does so, then it could gain tens of billions a year in new revenue, going by TSMC’s earnings. Apart from internal sales (i.e. sales from Intel Foundry to Intel), the company’s foundry business is struggling. Doing a few hundred million a year in revenue, the contract manufacturing segment is not taking off. Also, the entire segment’s operating loss is on the rise, having increased to $5.8 last quarter. Unlike in previous quarters, Intel did not provide a figure for foundry sales to external clients. That was disappointing because such sales are critical to the success of Intel’s turnaround.Investors will want to see the foundry situation turn around before taking positions in Intel because the company’s ventures in design are floundering. In Q3, Intel’s total revenue declined 6%. In the second quarter, AMD (AMD) saw its revenue grow 9%, and NVIDIA’s (NVDA) revenue soared 122%. Intel thrived many years ago, when it had Apple’s (AAPL) business more or less on lock. Since losing Apple’s business to that company’s home-grown chip efforts, INTC has struggled to regain its footing in chip design. The company failed to get a foothold in the mobile revolution and was late to the party in AI GPUs. As a result, it has lost considerable market share.When I last covered Intel, I rated the stock a weak hold on the basis of the fact that its key segments were in decline. Today, I still take a basically neutral view on Intel, but not a completely neutral view. I am more bearish on Intel than bullish, especially with its stock rallying so hard after hours. However, since Intel is fairly cheap going by some metrics, there is risk here for shorts as well as longs. For this reason I think avoiding Intel after earnings is the best course of action for those looking at the stock right now.Earnings RecapIntel’s third quarter earnings release broadly missed estimates, although it did include improved revenue guidance for the fourth quarter. Key metrics from the release included:$13.3 billion in revenue, down 6% (beat by $260 million).$-16.6 million in earnings.$-0.46 in EPS (miss by $0.43 and down by $0.87).$-3.89 in GAAP EPS (miss by $3.64).An 18% gross margin, down 27.5%.A newly announced $3 billion U.S. government Secure Enclave Partnership.$4.1 billion in cash from operations.$-2.7 billion in free cash flow.Guidance for $13.3 billion to $14.3 billion in fourth quarter revenues.Overall, I found these results pretty disappointing. Intel lost considerable money in the third quarter. The guidance raise triggered a rally after hours, but even with the upped guidance INTC is still on track to see its revenue decline by $1.6 billion year over year.Competitive PositionOne of the biggest reasons to be skeptical about Intel stock right now is the fact that the company has a rather poor competitive position. In the Seeking Alpha Quant rankings for growth and valuation, Intel underperforms its sector, scoring an F and a D, respectively. It does score an A+ on profitability, but the company’s free cash flow margin is deeply negative. Since Seeking Alpha Quant rankings are sector relative, Intel’s low scores on growth and valuation imply that the stock is both more expensive and growing slower than its sector. That’s not a great mix of qualities.Why is Intel underperforming its sector?It comes down to experience. Companies get better at what they do as they accumulate experience. Traditionally, Intel supplied chips to laptop and desktop makers, and it was good at that. However, when Apple ditched intel for its own home-grown chips, INTC lost a major part of its business. Additionally, AMD–previously seen as a bargain-basement vendor–became competitive. Finally, Intel failed to gain experience in mobile chips or GPUs when the incumbents in those spaces were building up their competencies. As a result, Intel fell behind the big players in the semi space.Today Intel is trying to scale up its foundry. Intel Foundry currently does $4.4 billion in quarterly foundry revenue, but most of it is sales to other Intel businesses. The business providing foundry services to other companies had been growing rapidly but appeared to have hit a plateau before Intel stopped reporting it as a separate segment. The foundry as a whole is losing billions of dollars per quarter. The segment does help Intel get billions of dollars per year from the Federal Government, but it does not appear to be competing with TSMC successfully. So I'd call Intel's competitive position a poor one.ValuationHaving looked at Intel’s recent earnings and competitive position, we can now look at the stock’s multiples. Here are the multiples that INTC currently trades at according to Seeking Alpha Quant:Intel multiplesThese multiples are enough to score INTC a ‘D’ in Seeking Alpha’s Quant ratings, which are sector relative. In other words, Intel is one of the more richly valued semiconductor stocks out there, despite being in decline. Last quarter, Intel’s revenue, earnings and free cash flow all declined. It guided for even more decline in the fourth quarter, and the markets took that as good news. On the whole, Intel is far too pricey for a company that is losing money long term and underperforming its sector. This stock trades at about three times its sector’s GAAP P/E ratio while performing worse than its peers. This is really hard to explain logically.The Bottom LineIntel stock is simultaneously performing worse than its peers while being more richly valued than them. Its most recent earnings release was a miss. The upped guidance was one bright spot, but even after increasing the guidance, management still expects revenue to decline. On the whole, I’m not interested in buying Intel stock today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365805321482448,"gmtCreate":1730308511736,"gmtModify":1730308516078,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/IBIT\">$iShares Bitcoin Trust(IBIT)$</a> yes! Let's go....","listText":"<a href=\"https://ttm.financial/S/IBIT\">$iShares Bitcoin Trust(IBIT)$</a> yes! Let's go....","text":"$iShares Bitcoin Trust(IBIT)$ yes! Let's go....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365805321482448","isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353637129109760,"gmtCreate":1727376847111,"gmtModify":1727376850661,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>Holding untill NVDA aquires....","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>Holding untill NVDA aquires....","text":"$Intel(INTC)$Holding untill NVDA aquires....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353637129109760","isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353468560617528,"gmtCreate":1727332818440,"gmtModify":1727333417460,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"Will NVDA buy INTC?","listText":"Will NVDA buy INTC?","text":"Will NVDA buy INTC?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353468560617528","repostId":"2470266184","repostType":4,"repost":{"id":"2470266184","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":1727321468,"share":"https://ttm.financial/m/news/2470266184?lang=&edition=fundamental","pubTime":"2024-09-26 11:31","market":"nz","language":"en","title":"Nvidia Investors Just Got a $1 Trillion Reason to Be Even More Bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=2470266184","media":"Dow Jones","summary":"Nvidia's stock gains as a new report projecting big growth in the AI market offers some relief to investors worried about the pace of AI spending beyond next year. Worried about Nvidia Corp.'s ability to sustain growth over the next few years?Perhaps there's a new reason investors shouldn't panic.The main fear he hears from Nvidia  investors is about the pace of AI capital spending in calendar 2026 and beyond. Big cloud companies have been making heavy investments in AI hardware recently, but the concern is they could rethink their spending if AI doesn't deliver the necessary returns on investment. While the companies largely have signaled that they intend to grow spending next year, there is \"zero clarity around growth rates for [2026] on capex spend,\" according to Klein.Don't miss: Nvidia's stock has room to run - but analysts see more upside for 6 other chip makers. See more: Nvidia's stock is no longer the S&P 500's top gainer this year. Here's what is.This content was created by M","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>&#39;s stock gains as a new report projecting big growth in the AI market offers some relief to investors worried about the pace of AI spending beyond next year.</p><p>Worried about Nvidia Corp.&#39;s ability to sustain growth over the next few years? Perhaps there&#39;s a new reason investors shouldn&#39;t panic.</p><p>Mizuho desk-based analyst Jordan Klein is intrigued by a recent Bain Technology report, which projected that the market for artificial-intelligence hardware and software could grow to as much as $990 billion by 2027 from about $185 billion now.</p><p>&#34;This forecast could calm buy-side worry/uncertainty over sustainability of large cloud [capital expenditures] and AI investment spending well beyond 2025,&#34; Klein wrote.</p><p>The main fear he hears from Nvidia investors is about the pace of AI capital spending in calendar 2026 and beyond. Big cloud companies have been making heavy investments in AI hardware recently, but the concern is they could rethink their spending if AI doesn&#39;t deliver the necessary returns on investment. While the companies largely have signaled that they intend to grow spending next year, there is &#34;zero clarity around growth rates for [2026] on capex spend,&#34; according to Klein.</p><p>The Bain report weighed in broadly on the potential for future growth in data-center graphics processing units, saying that demand &#34;will continue to grow as [large-language models] expand capabilities to processing multiple data types simultaneously (text, images, and audio) and as venture capitalists pour even more money into AI start-ups.&#34;</p><p>&#34;If data center demand for current-generation GPUs doubled by 2026 - a reasonable assumption given current trajectory - suppliers of key components would need to increase their output by 30% or more in some cases,&#34; the report continued.</p><p>Klein also was encouraged by last week&#39;s power-purchase agreement inked by <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and  <a href=\"https://laohu8.com/S/CEG\">Constellation Energy Corp</a>.</p><p>Asked Klein: &#34;Would [Microsoft] sign a 20-year nuclear-power-purchase/supply agreement with Constellation Energy spending $1.6 billion alone to restart the facility that doesn&#39;t begin power [generation] until 2028 if they planned to slow or pare back current capex growth and AI investment? No!&#34;</p><p>Nvidia shares are up another 2.2% in Wednesday trading after rising about 4% on Tuesday.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Investors Just Got a $1 Trillion Reason to Be Even More Bullish</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 Investors Just Got a $1 Trillion Reason to Be Even More Bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-26 11:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>&#39;s stock gains as a new report projecting big growth in the AI market offers some relief to investors worried about the pace of AI spending beyond next year.</p><p>Worried about Nvidia Corp.&#39;s ability to sustain growth over the next few years? Perhaps there&#39;s a new reason investors shouldn&#39;t panic.</p><p>Mizuho desk-based analyst Jordan Klein is intrigued by a recent Bain Technology report, which projected that the market for artificial-intelligence hardware and software could grow to as much as $990 billion by 2027 from about $185 billion now.</p><p>&#34;This forecast could calm buy-side worry/uncertainty over sustainability of large cloud [capital expenditures] and AI investment spending well beyond 2025,&#34; Klein wrote.</p><p>The main fear he hears from Nvidia investors is about the pace of AI capital spending in calendar 2026 and beyond. Big cloud companies have been making heavy investments in AI hardware recently, but the concern is they could rethink their spending if AI doesn&#39;t deliver the necessary returns on investment. While the companies largely have signaled that they intend to grow spending next year, there is &#34;zero clarity around growth rates for [2026] on capex spend,&#34; according to Klein.</p><p>The Bain report weighed in broadly on the potential for future growth in data-center graphics processing units, saying that demand &#34;will continue to grow as [large-language models] expand capabilities to processing multiple data types simultaneously (text, images, and audio) and as venture capitalists pour even more money into AI start-ups.&#34;</p><p>&#34;If data center demand for current-generation GPUs doubled by 2026 - a reasonable assumption given current trajectory - suppliers of key components would need to increase their output by 30% or more in some cases,&#34; the report continued.</p><p>Klein also was encouraged by last week&#39;s power-purchase agreement inked by <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and  <a href=\"https://laohu8.com/S/CEG\">Constellation Energy Corp</a>.</p><p>Asked Klein: &#34;Would [Microsoft] sign a 20-year nuclear-power-purchase/supply agreement with Constellation Energy spending $1.6 billion alone to restart the facility that doesn&#39;t begin power [generation] until 2028 if they planned to slow or pare back current capex growth and AI investment? No!&#34;</p><p>Nvidia shares are up another 2.2% in Wednesday trading after rising about 4% on Tuesday.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4549":"软银资本持仓","BK4504":"桥水持仓","IE00BD4GTV84.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BD4GTT62.SGD":"Legg Mason ClearBridge Infrastructure Value A SGD-H (mdis) plus","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","BK4576":"AR","BK4587":"ChatGPT概念","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","BK4525":"远程办公概念","BK4527":"明星科技股","BK4550":"红杉资本持仓","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","BK4588":"碎股","BK4579":"人工智能","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4503":"景林资产持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","NVDA":"英伟达","BK4581":"高盛持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2470266184","content_text":"NVIDIA Corp's stock gains as a new report projecting big growth in the AI market offers some relief to investors worried about the pace of AI spending beyond next year.Worried about Nvidia Corp.'s ability to sustain growth over the next few years? Perhaps there's a new reason investors shouldn't panic.Mizuho desk-based analyst Jordan Klein is intrigued by a recent Bain Technology report, which projected that the market for artificial-intelligence hardware and software could grow to as much as $990 billion by 2027 from about $185 billion now.\"This forecast could calm buy-side worry/uncertainty over sustainability of large cloud [capital expenditures] and AI investment spending well beyond 2025,\" Klein wrote.The main fear he hears from Nvidia investors is about the pace of AI capital spending in calendar 2026 and beyond. Big cloud companies have been making heavy investments in AI hardware recently, but the concern is they could rethink their spending if AI doesn't deliver the necessary returns on investment. While the companies largely have signaled that they intend to grow spending next year, there is \"zero clarity around growth rates for [2026] on capex spend,\" according to Klein.The Bain report weighed in broadly on the potential for future growth in data-center graphics processing units, saying that demand \"will continue to grow as [large-language models] expand capabilities to processing multiple data types simultaneously (text, images, and audio) and as venture capitalists pour even more money into AI start-ups.\"\"If data center demand for current-generation GPUs doubled by 2026 - a reasonable assumption given current trajectory - suppliers of key components would need to increase their output by 30% or more in some cases,\" the report continued.Klein also was encouraged by last week's power-purchase agreement inked by Microsoft and  Constellation Energy Corp.Asked Klein: \"Would [Microsoft] sign a 20-year nuclear-power-purchase/supply agreement with Constellation Energy spending $1.6 billion alone to restart the facility that doesn't begin power [generation] until 2028 if they planned to slow or pare back current capex growth and AI investment? No!\"Nvidia shares are up another 2.2% in Wednesday trading after rising about 4% on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351513926844536,"gmtCreate":1726857403751,"gmtModify":1726858540663,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;put&nbsp;buy limit of $90 on&nbsp;NVDA last week ...never got there,&nbsp;and then not buying at $101!&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;put&nbsp;buy limit of $90 on&nbsp;NVDA last week ...never got there,&nbsp;and then not buying at $101!&nbsp;","text":"$Tiger Brokers(TIGR)$ put buy limit of $90 on NVDA last week ...never got there, and then not buying at $101!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351513926844536","isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351301873164496,"gmtCreate":1726789540618,"gmtModify":1726794941732,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>waiting patiently for anything above&nbsp;$122 to cash in then buy again at $100 or below!&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>waiting patiently for anything above&nbsp;$122 to cash in then buy again at $100 or below!&nbsp;","text":"$NVIDIA Corp(NVDA)$waiting patiently for anything above $122 to cash in then buy again at $100 or below!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351301873164496","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346049767596256,"gmtCreate":1725511578672,"gmtModify":1725512811339,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> 90","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> 90","text":"$NVIDIA Corp(NVDA)$ 90","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346049767596256","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":369678720671752,"gmtCreate":1731291176422,"gmtModify":1731291180255,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/IBIT\">$iShares Bitcoin Trust(IBIT)$</a> awesome","listText":"<a href=\"https://ttm.financial/S/IBIT\">$iShares Bitcoin Trust(IBIT)$</a> awesome","text":"$iShares Bitcoin Trust(IBIT)$ awesome","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/369678720671752","isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4190207140595792","authorId":"4190207140595792","name":"Alex Puffin On Two Vapes","avatar":"https://community-static.tradeup.com/news/1a619317fa8b1576b69220e7f7117c94","crmLevel":1,"crmLevelSwitch":0,"idStr":"4190207140595792","authorIdStr":"4190207140595792"},"content":"$Apple(AAPL)$ [Speechless] [Tongue] [Grin] [Speechless] [Miser] [Tongue] [Grin] [Grin] [Tongue] [Tongue] @Barcode @Barcode @koolgal $Apple(AAPL)$","text":"$Apple(AAPL)$ [Speechless] [Tongue] [Grin] [Speechless] [Miser] [Tongue] [Grin] [Grin] [Tongue] [Tongue] @Barcode @Barcode @koolgal $Apple(AAPL)$","html":"$Apple(AAPL)$ [Speechless] [Tongue] [Grin] [Speechless] [Miser] [Tongue] [Grin] [Grin] [Tongue] [Tongue] @Barcode @Barcode @koolgal $Apple(AAPL)$"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":366629869908096,"gmtCreate":1730517556185,"gmtModify":1730517560278,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"Load up!&nbsp;","listText":"Load up!&nbsp;","text":"Load up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/366629869908096","repostId":"1179021770","repostType":2,"repost":{"id":"1179021770","pubTimestamp":1730441712,"share":"https://ttm.financial/m/news/1179021770?lang=&edition=fundamental","pubTime":"2024-11-01 14:15","market":"us","language":"en","title":"Intel: Why I'm Avoiding This Stock After Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1179021770","media":"Seeking Alpha","summary":"SummaryIntel just reported its third quarter earnings.The earnings figures missed estimates by a wide margin, while revenue beat expectations.Increased fourth quarter guidance triggered an after-hours","content":"<html><head></head><body><h2 id=\"id_805437798\">Summary</h2><ul style=\"\"><li><p>Intel just reported its third quarter earnings.</p></li><li><p>The earnings figures missed estimates by a wide margin, while revenue beat expectations.</p></li><li><p>Increased fourth quarter guidance triggered an after-hours rally.</p></li><li><p>I take a much dimmer view of Intel&#39;s earnings than the markets did. The company&#39;s Q3 release showed many signs of a company in decline.</p></li><li><p>In this article I explain why I&#39;m not buying Intel&#39;s post-earnings rally.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/86b9b7aceceb2996402c47a77ff3d6ae\" alt=\"Intel Headquarters\" title=\"Intel Headquarters\" tg-width=\"750\" tg-height=\"500\"/><span>Intel Headquarters</span></p><p><strong>Intel</strong> (NASDAQ:INTC) just released its earnings for its fiscal third quarter 2024. The release missed expectations on revenue and earnings per share (EPS), but the stock rallied on raised fourth quarter guidance. Intel’s release was highly anticipated because the stock has a cult following in the value investing community. Although INTC is not ‘dirt cheap’ going by multiples, it has been optically cheap at various points in the past. Unfortunately, the results just released showed that INTC is &#39;cheap&#39; for a reason. Although INTC rallied 12% due to the raised guidance, the company&#39;s Q3 results also showed weakness in the crucial foundry segment, which declined 8% year over year. For my money that was a bigger deal than the fact that the company&#39;s management upped guidance.</p><p>Intel’s foundry business, which includes the former Intel Foundry Services segment, is seen as crucial to the company’s future. Intel is far behind its competitors in designing mobile CPUs and GPUs, so becoming a major foundry for other chip designers is probably the company’s best bet to turn things around. Unfortunately, the actual results from the segment have been even more disappointing than those in Intel’s chip design business. Intel’s foundry results broadly disappointed investors in the second quarter. Results in the third quarter were weak as well, with revenue declining 8% and the EBIT loss swelling to $5.8 billion. The foundry services segment had previously been considered a <strong>Taiwan Semiconductor Manufacturing</strong> (TSM) competitor, but its precipitous decline in the third quarter cast doubt on Intel’s ability to compete in manufacturing.</p><p>Intel Foundry is very important to Intel as a whole. Among other things, the segment helps the company procure billions of dollars per year in CHIPS Act funding. Unfortunately, Intel stopped reported its sales to external clients last quarter. That left investors without access to critical information about INTC&#39;s contract manufacturing business.</p><p>Many investors have high hopes for Intel’s foundry sales to external clients. By establishing itself as a manufacturer like TSMC, Intel might be able to compete in foundry services on the global stage. If it does so, then it could gain tens of billions a year in new revenue, going by TSMC’s earnings. Apart from internal sales (i.e. sales from Intel Foundry to Intel), the company’s foundry business is struggling. Doing a few hundred million a year in revenue, the contract manufacturing segment is not taking off. Also, the entire segment’s operating loss is on the rise, having increased to $5.8 last quarter. Unlike in previous quarters, Intel did not provide a figure for foundry sales to external clients. That was disappointing because such sales are critical to the success of Intel’s turnaround.</p><p>Investors will want to see the foundry situation turn around before taking positions in Intel because the company’s ventures in design are floundering. In Q3, Intel’s total revenue declined 6%. In the second quarter, <strong>AMD</strong> (AMD) saw its revenue grow 9%, and <strong>NVIDIA’s</strong> (NVDA) revenue soared 122%. Intel thrived many years ago, when it had <strong>Apple’s</strong> (AAPL) business more or less on lock. Since losing Apple’s business to that company’s home-grown chip efforts, INTC has struggled to regain its footing in chip design. The company failed to get a foothold in the mobile revolution and was late to the party in AI GPUs. As a result, it has lost considerable market share.</p><p>When I last covered Intel, I rated the stock a weak hold on the basis of the fact that its key segments were in decline. Today, I still take a basically neutral view on Intel, but not a completely neutral view. I am more bearish on Intel than bullish, especially with its stock rallying so hard after hours. However, since Intel is fairly cheap going by some metrics, there is risk here for shorts as well as longs. For this reason I think avoiding Intel after earnings is the best course of action for those looking at the stock right now.</p><h2 id=\"id_4287991027\">Earnings Recap</h2><p>Intel’s third quarter earnings release broadly missed estimates, although it did include improved revenue guidance for the fourth quarter. Key metrics from the release included:</p><ul style=\"\"><li><p>$13.3 billion in revenue, down 6% (beat by $260 million).</p></li><li><p>$-16.6 million in earnings.</p></li><li><p>$-0.46 in EPS (miss by $0.43 and down by $0.87).</p></li><li><p>$-3.89 in GAAP EPS (miss by $3.64).</p></li><li><p>An 18% gross margin, down 27.5%.</p></li><li><p>A newly announced $3 billion U.S. government Secure Enclave Partnership.</p></li><li><p>$4.1 billion in cash from operations.</p></li><li><p>$-2.7 billion in free cash flow.</p></li><li><p>Guidance for $13.3 billion to $14.3 billion in fourth quarter revenues.</p></li></ul><p>Overall, I found these results pretty disappointing. Intel lost considerable money in the third quarter. The guidance raise triggered a rally after hours, but even with the upped guidance INTC is still on track to see its revenue decline by $1.6 billion year over year.</p><h2 id=\"id_3853872211\">Competitive Position</h2><p>One of the biggest reasons to be skeptical about Intel stock right now is the fact that the company has a rather poor competitive position. In the Seeking Alpha Quant rankings for growth and valuation, Intel underperforms its sector, scoring an F and a D, respectively. It does score an A+ on profitability, but the company’s free cash flow margin is deeply negative. Since Seeking Alpha Quant rankings are sector relative, Intel’s low scores on growth and valuation imply that the stock is both more expensive and growing slower than its sector. That’s not a great mix of qualities.</p><p>Why is Intel underperforming its sector?</p><p>It comes down to experience. Companies get better at what they do as they accumulate experience. Traditionally, Intel supplied chips to laptop and desktop makers, and it was good at that. However, when Apple ditched intel for its own home-grown chips, INTC lost a major part of its business. Additionally, AMD–previously seen as a bargain-basement vendor–became competitive. Finally, Intel failed to gain experience in mobile chips or GPUs when the incumbents in those spaces were building up their competencies. As a result, Intel fell behind the big players in the semi space.</p><p>Today Intel is trying to scale up its foundry. Intel Foundry currently does $4.4 billion in quarterly foundry revenue, but most of it is sales to other Intel businesses. The business providing foundry services to other companies had been growing rapidly but appeared to have hit a plateau before Intel stopped reporting it as a separate segment. The foundry as a whole is losing billions of dollars per quarter. The segment does help Intel get billions of dollars per year from the Federal Government, but it does not appear to be competing with TSMC successfully. So I&#39;d call Intel&#39;s competitive position a poor one.</p><h2 id=\"id_93812287\">Valuation</h2><p>Having looked at Intel’s recent earnings and competitive position, we can now look at the stock’s multiples. Here are the multiples that INTC currently trades at according to Seeking Alpha Quant:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cdf301609d210387463d209650836ebb\" alt=\"Intel multiples\" title=\"Intel multiples\" tg-width=\"1162\" tg-height=\"1280\"/><span>Intel multiples</span></p><p>These multiples are enough to score INTC a ‘D’ in Seeking Alpha’s Quant ratings, which are sector relative. In other words, Intel is one of the more richly valued semiconductor stocks out there, despite being in decline. Last quarter, Intel’s revenue, earnings and free cash flow all declined. It guided for even more decline in the fourth quarter, and the markets took that as good news. On the whole, Intel is far too pricey for a company that is losing money long term and underperforming its sector. This stock trades at about three times its sector’s GAAP P/E ratio while performing worse than its peers. This is really hard to explain logically.</p><h2 id=\"id_324831206\">The Bottom Line</h2><p>Intel stock is simultaneously performing worse than its peers while being more richly valued than them. Its most recent earnings release was a miss. The upped guidance was one bright spot, but even after increasing the guidance, management still expects revenue to decline. On the whole, I’m not interested in buying Intel stock today.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel: Why I'm Avoiding This Stock After Earnings</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\">\nIntel: Why I'm Avoiding This Stock After Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-01 14:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4731931-intel-stock-why-im-avoiding-this-stock-after-earnings><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIntel just reported its third quarter earnings.The earnings figures missed estimates by a wide margin, while revenue beat expectations.Increased fourth quarter guidance triggered an after-hours...</p>\n\n<a href=\"https://seekingalpha.com/article/4731931-intel-stock-why-im-avoiding-this-stock-after-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://seekingalpha.com/article/4731931-intel-stock-why-im-avoiding-this-stock-after-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1179021770","content_text":"SummaryIntel just reported its third quarter earnings.The earnings figures missed estimates by a wide margin, while revenue beat expectations.Increased fourth quarter guidance triggered an after-hours rally.I take a much dimmer view of Intel's earnings than the markets did. The company's Q3 release showed many signs of a company in decline.In this article I explain why I'm not buying Intel's post-earnings rally.Intel HeadquartersIntel (NASDAQ:INTC) just released its earnings for its fiscal third quarter 2024. The release missed expectations on revenue and earnings per share (EPS), but the stock rallied on raised fourth quarter guidance. Intel’s release was highly anticipated because the stock has a cult following in the value investing community. Although INTC is not ‘dirt cheap’ going by multiples, it has been optically cheap at various points in the past. Unfortunately, the results just released showed that INTC is 'cheap' for a reason. Although INTC rallied 12% due to the raised guidance, the company's Q3 results also showed weakness in the crucial foundry segment, which declined 8% year over year. For my money that was a bigger deal than the fact that the company's management upped guidance.Intel’s foundry business, which includes the former Intel Foundry Services segment, is seen as crucial to the company’s future. Intel is far behind its competitors in designing mobile CPUs and GPUs, so becoming a major foundry for other chip designers is probably the company’s best bet to turn things around. Unfortunately, the actual results from the segment have been even more disappointing than those in Intel’s chip design business. Intel’s foundry results broadly disappointed investors in the second quarter. Results in the third quarter were weak as well, with revenue declining 8% and the EBIT loss swelling to $5.8 billion. The foundry services segment had previously been considered a Taiwan Semiconductor Manufacturing (TSM) competitor, but its precipitous decline in the third quarter cast doubt on Intel’s ability to compete in manufacturing.Intel Foundry is very important to Intel as a whole. Among other things, the segment helps the company procure billions of dollars per year in CHIPS Act funding. Unfortunately, Intel stopped reported its sales to external clients last quarter. That left investors without access to critical information about INTC's contract manufacturing business.Many investors have high hopes for Intel’s foundry sales to external clients. By establishing itself as a manufacturer like TSMC, Intel might be able to compete in foundry services on the global stage. If it does so, then it could gain tens of billions a year in new revenue, going by TSMC’s earnings. Apart from internal sales (i.e. sales from Intel Foundry to Intel), the company’s foundry business is struggling. Doing a few hundred million a year in revenue, the contract manufacturing segment is not taking off. Also, the entire segment’s operating loss is on the rise, having increased to $5.8 last quarter. Unlike in previous quarters, Intel did not provide a figure for foundry sales to external clients. That was disappointing because such sales are critical to the success of Intel’s turnaround.Investors will want to see the foundry situation turn around before taking positions in Intel because the company’s ventures in design are floundering. In Q3, Intel’s total revenue declined 6%. In the second quarter, AMD (AMD) saw its revenue grow 9%, and NVIDIA’s (NVDA) revenue soared 122%. Intel thrived many years ago, when it had Apple’s (AAPL) business more or less on lock. Since losing Apple’s business to that company’s home-grown chip efforts, INTC has struggled to regain its footing in chip design. The company failed to get a foothold in the mobile revolution and was late to the party in AI GPUs. As a result, it has lost considerable market share.When I last covered Intel, I rated the stock a weak hold on the basis of the fact that its key segments were in decline. Today, I still take a basically neutral view on Intel, but not a completely neutral view. I am more bearish on Intel than bullish, especially with its stock rallying so hard after hours. However, since Intel is fairly cheap going by some metrics, there is risk here for shorts as well as longs. For this reason I think avoiding Intel after earnings is the best course of action for those looking at the stock right now.Earnings RecapIntel’s third quarter earnings release broadly missed estimates, although it did include improved revenue guidance for the fourth quarter. Key metrics from the release included:$13.3 billion in revenue, down 6% (beat by $260 million).$-16.6 million in earnings.$-0.46 in EPS (miss by $0.43 and down by $0.87).$-3.89 in GAAP EPS (miss by $3.64).An 18% gross margin, down 27.5%.A newly announced $3 billion U.S. government Secure Enclave Partnership.$4.1 billion in cash from operations.$-2.7 billion in free cash flow.Guidance for $13.3 billion to $14.3 billion in fourth quarter revenues.Overall, I found these results pretty disappointing. Intel lost considerable money in the third quarter. The guidance raise triggered a rally after hours, but even with the upped guidance INTC is still on track to see its revenue decline by $1.6 billion year over year.Competitive PositionOne of the biggest reasons to be skeptical about Intel stock right now is the fact that the company has a rather poor competitive position. In the Seeking Alpha Quant rankings for growth and valuation, Intel underperforms its sector, scoring an F and a D, respectively. It does score an A+ on profitability, but the company’s free cash flow margin is deeply negative. Since Seeking Alpha Quant rankings are sector relative, Intel’s low scores on growth and valuation imply that the stock is both more expensive and growing slower than its sector. That’s not a great mix of qualities.Why is Intel underperforming its sector?It comes down to experience. Companies get better at what they do as they accumulate experience. Traditionally, Intel supplied chips to laptop and desktop makers, and it was good at that. However, when Apple ditched intel for its own home-grown chips, INTC lost a major part of its business. Additionally, AMD–previously seen as a bargain-basement vendor–became competitive. Finally, Intel failed to gain experience in mobile chips or GPUs when the incumbents in those spaces were building up their competencies. As a result, Intel fell behind the big players in the semi space.Today Intel is trying to scale up its foundry. Intel Foundry currently does $4.4 billion in quarterly foundry revenue, but most of it is sales to other Intel businesses. The business providing foundry services to other companies had been growing rapidly but appeared to have hit a plateau before Intel stopped reporting it as a separate segment. The foundry as a whole is losing billions of dollars per quarter. The segment does help Intel get billions of dollars per year from the Federal Government, but it does not appear to be competing with TSMC successfully. So I'd call Intel's competitive position a poor one.ValuationHaving looked at Intel’s recent earnings and competitive position, we can now look at the stock’s multiples. Here are the multiples that INTC currently trades at according to Seeking Alpha Quant:Intel multiplesThese multiples are enough to score INTC a ‘D’ in Seeking Alpha’s Quant ratings, which are sector relative. In other words, Intel is one of the more richly valued semiconductor stocks out there, despite being in decline. Last quarter, Intel’s revenue, earnings and free cash flow all declined. It guided for even more decline in the fourth quarter, and the markets took that as good news. On the whole, Intel is far too pricey for a company that is losing money long term and underperforming its sector. This stock trades at about three times its sector’s GAAP P/E ratio while performing worse than its peers. This is really hard to explain logically.The Bottom LineIntel stock is simultaneously performing worse than its peers while being more richly valued than them. Its most recent earnings release was a miss. The upped guidance was one bright spot, but even after increasing the guidance, management still expects revenue to decline. On the whole, I’m not interested in buying Intel stock today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351301873164496,"gmtCreate":1726789540618,"gmtModify":1726794941732,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>waiting patiently for anything above&nbsp;$122 to cash in then buy again at $100 or below!&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>waiting patiently for anything above&nbsp;$122 to cash in then buy again at $100 or below!&nbsp;","text":"$NVIDIA Corp(NVDA)$waiting patiently for anything above $122 to cash in then buy again at $100 or below!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351301873164496","isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371432082046984,"gmtCreate":1731690872412,"gmtModify":1731690876807,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"cashed&nbsp;in at $12. Will buy again&nbsp;at $6[Grin]&nbsp;&nbsp;","listText":"cashed&nbsp;in at $12. Will buy again&nbsp;at $6[Grin]&nbsp;&nbsp;","text":"cashed in at $12. Will buy again at $6[Grin]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371432082046984","repostId":"2483748258","repostType":2,"repost":{"id":"2483748258","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1731587862,"share":"https://ttm.financial/m/news/2483748258?lang=&edition=fundamental","pubTime":"2024-11-14 20:37","market":"us","language":"en","title":"Intuitive Machines reports third-quarter revenue of $58.48 million, beating analyst estimates of $50.89 million","url":"https://stock-news.laohu8.com/highlight/detail?id=2483748258","media":"Benzinga","summary":"Intuitive Machines (NASDAQ:LUNR) reported quarterly sales of $58.478 which missed the analyst consensus estimate of $50.890 million by 100.00 percent.  This is a 100.00 percent decrease over sales of $12.731 million the","content":"<p>Intuitive Machines reported third-quarter revenue of $58.48 million, beating analyst estimates of $50.89 million, according to Benzinga Pro. Total revenue was up 359% on a year-over-year basis.</p><p style=\"text-align: start;\">The company reported a net loss of $80.44 million, versus net income of $14.31 million in the prior year’s quarter. Backlog grew to $316.2 million in the quarter, the highest in company history. Intuitive Machines ended the quarter with $89.6 million in cash.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intuitive Machines reports third-quarter revenue of $58.48 million, beating analyst estimates of $50.89 million</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\">\nIntuitive Machines reports third-quarter revenue of $58.48 million, beating analyst estimates of $50.89 million\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-11-14 20:37</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>Intuitive Machines reported third-quarter revenue of $58.48 million, beating analyst estimates of $50.89 million, according to Benzinga Pro. Total revenue was up 359% on a year-over-year basis.</p><p style=\"text-align: start;\">The company reported a net loss of $80.44 million, versus net income of $14.31 million in the prior year’s quarter. Backlog grew to $316.2 million in the quarter, the highest in company history. Intuitive Machines ended the quarter with $89.6 million in cash.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LUNR":"Intuitive Machines"},"source_url":"https://www.benzinga.com/news/earnings/24/11/41969250/intuitive-machines-q3-sales-58-478-miss-50-890m-estimate-net-loss-80-441m-down-from-net-income-14-3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2483748258","content_text":"Intuitive Machines reported third-quarter revenue of $58.48 million, beating analyst estimates of $50.89 million, according to Benzinga Pro. Total revenue was up 359% on a year-over-year basis.The company reported a net loss of $80.44 million, versus net income of $14.31 million in the prior year’s quarter. Backlog grew to $316.2 million in the quarter, the highest in company history. Intuitive Machines ended the quarter with $89.6 million in cash.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370949016383688,"gmtCreate":1731602850956,"gmtModify":1731602854967,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"Yes. Regret&nbsp;selling Nvidia @ $119 [Smug]&nbsp;&nbsp;","listText":"Yes. Regret&nbsp;selling Nvidia @ $119 [Smug]&nbsp;&nbsp;","text":"Yes. Regret selling Nvidia @ $119 [Smug]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370949016383688","isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370741710623056,"gmtCreate":1731552240115,"gmtModify":1731552243845,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"Awesome!&nbsp;","listText":"Awesome!&nbsp;","text":"Awesome!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370741710623056","repostId":"2483061739","repostType":2,"repost":{"id":"2483061739","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":1731490457,"share":"https://ttm.financial/m/news/2483061739?lang=&edition=fundamental","pubTime":"2024-11-13 17:34","market":"nz","language":"en","title":"Rocket Lab Stock Soars 26% Premarket. Sales Grew 55%","url":"https://stock-news.laohu8.com/highlight/detail?id=2483061739","media":"Dow Jones","summary":"Space is taking off.Shares of commercial space start-up Rocket Lab jumped 26% in premarket trading on Wednesday after the company reported better-than-expected third-quarter results.Tuesday evening, t","content":"<html><head></head><body><p>Space is taking off.</p><p>Shares of commercial space start-up  <a href=\"https://laohu8.com/S/RKLB\">Rocket Lab USA, Inc.</a>  jumped 26% in premarket trading on Wednesday after the company reported better-than-expected third-quarter results.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e3b6432520ba04c1de9587489d81bc98\" title=\"\" tg-width=\"420\" tg-height=\"390\"/></p><p>Tuesday evening, the company, which is akin to a mini-SpaceX, reported third-quarter sales of $105 million. Wall Street was looking for $103 million.</p><p>Looking ahead, Rocket Lab expects to generate sales of $125 million to $135 million in the fourth quarter. Wall Street was looking for $122 million.</p><p>The company&#39;s adjusted earnings before interest, taxes, depreciation, and amortization (Ebitda) loss for the quarter was almost $31 million, a little smaller than Wall Street expected.</p><p>The company launched its Electron rockets 12 times this year. The backlog ended the quarter at $1.05 billion. There are many more launches to come.</p><p>&#34;Significant achievements for the quarter included signing a launch service agreement for multiple launches on Neutron with a confidential commercial satellite constellation customer,&#34; said CEO Peter Beck in a news release. &#34;We expect to close out the year strongly with more Electron launches scheduled in November and December, alongside continued progress across Neutron and space systems, that is behind our guidance for a record $125 million to $135 million revenue quarter in Q4.&#34;</p><p>Neutron is the company&#39;s second, larger, launch system in development. Electrons are smaller rockets in operation today. A Neutron will carry about 13 metric tons into low Earth orbit, while an Electron rocket can carry some 300 kilograms into low Earth orbit.</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>Rocket Lab Stock Soars 26% Premarket. Sales Grew 55%</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\">\nRocket Lab Stock Soars 26% Premarket. Sales Grew 55%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-13 17:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Space is taking off.</p><p>Shares of commercial space start-up  <a href=\"https://laohu8.com/S/RKLB\">Rocket Lab USA, Inc.</a>  jumped 26% in premarket trading on Wednesday after the company reported better-than-expected third-quarter results.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e3b6432520ba04c1de9587489d81bc98\" title=\"\" tg-width=\"420\" tg-height=\"390\"/></p><p>Tuesday evening, the company, which is akin to a mini-SpaceX, reported third-quarter sales of $105 million. Wall Street was looking for $103 million.</p><p>Looking ahead, Rocket Lab expects to generate sales of $125 million to $135 million in the fourth quarter. Wall Street was looking for $122 million.</p><p>The company&#39;s adjusted earnings before interest, taxes, depreciation, and amortization (Ebitda) loss for the quarter was almost $31 million, a little smaller than Wall Street expected.</p><p>The company launched its Electron rockets 12 times this year. The backlog ended the quarter at $1.05 billion. There are many more launches to come.</p><p>&#34;Significant achievements for the quarter included signing a launch service agreement for multiple launches on Neutron with a confidential commercial satellite constellation customer,&#34; said CEO Peter Beck in a news release. &#34;We expect to close out the year strongly with more Electron launches scheduled in November and December, alongside continued progress across Neutron and space systems, that is behind our guidance for a record $125 million to $135 million revenue quarter in Q4.&#34;</p><p>Neutron is the company&#39;s second, larger, launch system in development. Electrons are smaller rockets in operation today. A Neutron will carry about 13 metric tons into low Earth orbit, while an Electron rocket can carry some 300 kilograms into low Earth orbit.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RKLB":"Rocket Lab USA, Inc."},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2483061739","content_text":"Space is taking off.Shares of commercial space start-up  Rocket Lab USA, Inc.  jumped 26% in premarket trading on Wednesday after the company reported better-than-expected third-quarter results.Tuesday evening, the company, which is akin to a mini-SpaceX, reported third-quarter sales of $105 million. Wall Street was looking for $103 million.Looking ahead, Rocket Lab expects to generate sales of $125 million to $135 million in the fourth quarter. Wall Street was looking for $122 million.The company's adjusted earnings before interest, taxes, depreciation, and amortization (Ebitda) loss for the quarter was almost $31 million, a little smaller than Wall Street expected.The company launched its Electron rockets 12 times this year. The backlog ended the quarter at $1.05 billion. There are many more launches to come.\"Significant achievements for the quarter included signing a launch service agreement for multiple launches on Neutron with a confidential commercial satellite constellation customer,\" said CEO Peter Beck in a news release. \"We expect to close out the year strongly with more Electron launches scheduled in November and December, alongside continued progress across Neutron and space systems, that is behind our guidance for a record $125 million to $135 million revenue quarter in Q4.\"Neutron is the company's second, larger, launch system in development. Electrons are smaller rockets in operation today. A Neutron will carry about 13 metric tons into low Earth orbit, while an Electron rocket can carry some 300 kilograms into low Earth orbit.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370827509149832,"gmtCreate":1731552217479,"gmtModify":1731552221217,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"Ok selling mine too","listText":"Ok selling mine too","text":"Ok selling mine too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370827509149832","repostId":"1189083767","repostType":2,"repost":{"id":"1189083767","weMediaInfo":{"introduction":"Stay Updated with Major Announcements","home_visible":1,"media_name":"SEC Track","id":"1033292654","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1731536719,"share":"https://ttm.financial/m/news/1189083767?lang=&edition=fundamental","pubTime":"2024-11-14 06:25","market":"us","language":"en","title":"Form 144 | Intuitive Machines' Officer Timothy P. Crain proposes to sell 400,000 shares, with a total value of approximately $4.52 million.","url":"https://stock-news.laohu8.com/highlight/detail?id=1189083767","media":"SEC Track","summary":"Intuitive Machines' Officer Timothy P. Crain proposes to sell 400,000 shares of Class A common stock on November 13, 2024, with a total market value of approximately $4,520,000. Over the past three months, Timothy P. Crain has accumulated reductions totaling 1,025,577 shares.","content":"Intuitive Machines' Officer Timothy P. Crain proposes to sell 400,000 shares of Class A common stock on November 13, 2024, with a total market value of approximately $4,520,000. Over the past three months, Timothy P. Crain has accumulated reductions totaling 1,025,577 shares.","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Form 144 | Intuitive Machines' Officer Timothy P. Crain proposes to sell 400,000 shares, with a total value of approximately $4.52 million.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForm 144 | Intuitive Machines' Officer Timothy P. Crain proposes to sell 400,000 shares, with a total value of approximately $4.52 million.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1033292654\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">SEC Track </p>\n<p class=\"h-time\">2024-11-14 06:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nIntuitive Machines' Officer Timothy P. Crain proposes to sell 400,000 shares of Class A common stock on November 13, 2024, with a total market value of approximately $4,520,000. Over the past three months, Timothy P. Crain has accumulated reductions totaling 1,025,577 shares.\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LUNR":"Intuitive Machines"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189083767","content_text":"Intuitive Machines' Officer Timothy P. Crain proposes to sell 400,000 shares of Class A common stock on November 13, 2024, with a total market value of approximately $4,520,000. Over the past three months, Timothy P. Crain has accumulated reductions totaling 1,025,577 shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370697492500976,"gmtCreate":1731541775763,"gmtModify":1731541779668,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/IBIT\">$iShares Bitcoin Trust(IBIT)$</a> <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> yes!![Happy]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/IBIT\">$iShares Bitcoin Trust(IBIT)$</a> <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> yes!![Happy]&nbsp;&nbsp;","text":"$iShares Bitcoin Trust(IBIT)$ $Rocket Lab USA, Inc.(RKLB)$ yes!![Happy]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/370697492500976","repostId":"2483834144","repostType":4,"repost":{"id":"2483834144","pubTimestamp":1731541198,"share":"https://ttm.financial/m/news/2483834144?lang=&edition=fundamental","pubTime":"2024-11-14 07:39","market":"us","language":"en","title":"Bitcoin Briefly Tops $93,000 on Trump Agenda, Fed Policy Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2483834144","media":"Investopedia","summary":"Key TakeawaysBitcoin recently hit another all-time high, rising above $93,000.The price of bitcoin has been on a tear since Donald Trump won the presidential election.Trump made a number of campaign p","content":"<html><head></head><body><ul style=\"\"><li><p>Digital asset set a series of records after the Nov. 5 US vote</p></li><li><p>In-line CPI data led to more bets on a December Fed rate cut</p></li></ul><p>Bitcoin spiked above $93,000 for a short period as expectations of further interest-rate reductions by the Federal Reserve added to the impetus from President-elect Donald Trump’s pro-crypto stance.</p><p style=\"text-align: start;\">The digital asset rose nearly 6% in the US to a record $93,462 but failed to hold the climb, falling back to $89,370 as of 6:10 a.m. on Thursday in Singapore. The wider crypto market swung between gains and losses amid choppy trading.</p><p style=\"text-align: start;\">Speculators are trying to parse whether Trump’s rhetorical support for digital assets will continue to propel Bitcoin, opening a path to $100,000, or give way to a bout of profit-taking after a 33% advance since the US election on Nov. 5.</p><p>“After such an extended move it’s reasonable to think we will see opinions shift, resulting in increased two-way flows,” Chris Weston, head of research at Pepperstone Group, wrote in a note. “Still, the trend in Bitcoin is higher — for now — and I would expect buyers to kick back in once the liquidation of a concentrated position has run its course and we move to a cleaner position.”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/af6ea24104a97390dedf98a211153f01\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">US inflation data on Wednesday met analyst projections, prompting traders to boost wagers on another quarter-point rate cut by the Fed in December. At the same time, Trump’s wider platform of tax cuts and protectionist trade tariffs complicates the picture by threatening to stoke price pressures in the future.</p><p style=\"text-align: start;\">The president-elect has pledged to create a friendly regulatory framework for crypto, set up a strategic Bitcoin stockpile and make the US the global hub for the industry. A onetime crypto skeptic, Trump changed tack after digital-asset firms spent heavily during election campaigning to promote their interests.</p><p>Questions remain about the feasibility of these promises and the potential timeline for implementation. Trump and his Republican Party have <u>unified control</u> of the elected branches of government but matters of state such as economic and fiscal policy may be first in line for action.</p><p>Billionaire Michael Novogratz, founder of crypto-focused Galaxy Digital LP, said on Bloomberg Television that the odds of a US Bitcoin strategic reserve are low, while adding that the largest token could soar to $500,000 if it materializes.</p><p>The crypto rally is rippling across the financial sector, driving peak trading volumes and inflows at US Bitcoin exchange-traded funds. MicroStrategy Inc. — a software company that has embraced Bitcoin on its balance sheet — is powering a Bloomberg gauge for convertible US debt toward its best month this year.</p></body></html>","source":"investopedia_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bitcoin Briefly Tops $93,000 on Trump Agenda, Fed Policy Outlook</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\">\nBitcoin Briefly Tops $93,000 on Trump Agenda, Fed Policy Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-14 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/bitcoins-price-run-continues-above-usd93-000-8744424><strong>Investopedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Digital asset set a series of records after the Nov. 5 US voteIn-line CPI data led to more bets on a December Fed rate cutBitcoin spiked above $93,000 for a short period as expectations of further ...</p>\n\n<a href=\"https://www.investopedia.com/bitcoins-price-run-continues-above-usd93-000-8744424\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc.","BK4535":"淡马锡持仓","BK4585":"ETF&股票定投概念","BK4594":"比特币ETF概念","MARA":"Marathon Digital Holdings Inc","BK4588":"碎股","BK4550":"红杉资本持仓","BK4504":"桥水持仓","BTBT":"Bit Digital, Inc."},"source_url":"https://www.investopedia.com/bitcoins-price-run-continues-above-usd93-000-8744424","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2483834144","content_text":"Digital asset set a series of records after the Nov. 5 US voteIn-line CPI data led to more bets on a December Fed rate cutBitcoin spiked above $93,000 for a short period as expectations of further interest-rate reductions by the Federal Reserve added to the impetus from President-elect Donald Trump’s pro-crypto stance.The digital asset rose nearly 6% in the US to a record $93,462 but failed to hold the climb, falling back to $89,370 as of 6:10 a.m. on Thursday in Singapore. The wider crypto market swung between gains and losses amid choppy trading.Speculators are trying to parse whether Trump’s rhetorical support for digital assets will continue to propel Bitcoin, opening a path to $100,000, or give way to a bout of profit-taking after a 33% advance since the US election on Nov. 5.“After such an extended move it’s reasonable to think we will see opinions shift, resulting in increased two-way flows,” Chris Weston, head of research at Pepperstone Group, wrote in a note. “Still, the trend in Bitcoin is higher — for now — and I would expect buyers to kick back in once the liquidation of a concentrated position has run its course and we move to a cleaner position.”US inflation data on Wednesday met analyst projections, prompting traders to boost wagers on another quarter-point rate cut by the Fed in December. At the same time, Trump’s wider platform of tax cuts and protectionist trade tariffs complicates the picture by threatening to stoke price pressures in the future.The president-elect has pledged to create a friendly regulatory framework for crypto, set up a strategic Bitcoin stockpile and make the US the global hub for the industry. A onetime crypto skeptic, Trump changed tack after digital-asset firms spent heavily during election campaigning to promote their interests.Questions remain about the feasibility of these promises and the potential timeline for implementation. Trump and his Republican Party have unified control of the elected branches of government but matters of state such as economic and fiscal policy may be first in line for action.Billionaire Michael Novogratz, founder of crypto-focused Galaxy Digital LP, said on Bloomberg Television that the odds of a US Bitcoin strategic reserve are low, while adding that the largest token could soar to $500,000 if it materializes.The crypto rally is rippling across the financial sector, driving peak trading volumes and inflows at US Bitcoin exchange-traded funds. MicroStrategy Inc. — a software company that has embraced Bitcoin on its balance sheet — is powering a Bloomberg gauge for convertible US debt toward its best month this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365805321482448,"gmtCreate":1730308511736,"gmtModify":1730308516078,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/IBIT\">$iShares Bitcoin Trust(IBIT)$</a> yes! Let's go....","listText":"<a href=\"https://ttm.financial/S/IBIT\">$iShares Bitcoin Trust(IBIT)$</a> yes! Let's go....","text":"$iShares Bitcoin Trust(IBIT)$ yes! Let's go....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365805321482448","isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353637129109760,"gmtCreate":1727376847111,"gmtModify":1727376850661,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>Holding untill NVDA aquires....","listText":"<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a>Holding untill NVDA aquires....","text":"$Intel(INTC)$Holding untill NVDA aquires....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353637129109760","isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353468560617528,"gmtCreate":1727332818440,"gmtModify":1727333417460,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"Will NVDA buy INTC?","listText":"Will NVDA buy INTC?","text":"Will NVDA buy INTC?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353468560617528","repostId":"2470266184","repostType":4,"repost":{"id":"2470266184","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":1727321468,"share":"https://ttm.financial/m/news/2470266184?lang=&edition=fundamental","pubTime":"2024-09-26 11:31","market":"nz","language":"en","title":"Nvidia Investors Just Got a $1 Trillion Reason to Be Even More Bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=2470266184","media":"Dow Jones","summary":"Nvidia's stock gains as a new report projecting big growth in the AI market offers some relief to investors worried about the pace of AI spending beyond next year. Worried about Nvidia Corp.'s ability to sustain growth over the next few years?Perhaps there's a new reason investors shouldn't panic.The main fear he hears from Nvidia  investors is about the pace of AI capital spending in calendar 2026 and beyond. Big cloud companies have been making heavy investments in AI hardware recently, but the concern is they could rethink their spending if AI doesn't deliver the necessary returns on investment. While the companies largely have signaled that they intend to grow spending next year, there is \"zero clarity around growth rates for [2026] on capex spend,\" according to Klein.Don't miss: Nvidia's stock has room to run - but analysts see more upside for 6 other chip makers. See more: Nvidia's stock is no longer the S&P 500's top gainer this year. Here's what is.This content was created by M","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>&#39;s stock gains as a new report projecting big growth in the AI market offers some relief to investors worried about the pace of AI spending beyond next year.</p><p>Worried about Nvidia Corp.&#39;s ability to sustain growth over the next few years? Perhaps there&#39;s a new reason investors shouldn&#39;t panic.</p><p>Mizuho desk-based analyst Jordan Klein is intrigued by a recent Bain Technology report, which projected that the market for artificial-intelligence hardware and software could grow to as much as $990 billion by 2027 from about $185 billion now.</p><p>&#34;This forecast could calm buy-side worry/uncertainty over sustainability of large cloud [capital expenditures] and AI investment spending well beyond 2025,&#34; Klein wrote.</p><p>The main fear he hears from Nvidia investors is about the pace of AI capital spending in calendar 2026 and beyond. Big cloud companies have been making heavy investments in AI hardware recently, but the concern is they could rethink their spending if AI doesn&#39;t deliver the necessary returns on investment. While the companies largely have signaled that they intend to grow spending next year, there is &#34;zero clarity around growth rates for [2026] on capex spend,&#34; according to Klein.</p><p>The Bain report weighed in broadly on the potential for future growth in data-center graphics processing units, saying that demand &#34;will continue to grow as [large-language models] expand capabilities to processing multiple data types simultaneously (text, images, and audio) and as venture capitalists pour even more money into AI start-ups.&#34;</p><p>&#34;If data center demand for current-generation GPUs doubled by 2026 - a reasonable assumption given current trajectory - suppliers of key components would need to increase their output by 30% or more in some cases,&#34; the report continued.</p><p>Klein also was encouraged by last week&#39;s power-purchase agreement inked by <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and  <a href=\"https://laohu8.com/S/CEG\">Constellation Energy Corp</a>.</p><p>Asked Klein: &#34;Would [Microsoft] sign a 20-year nuclear-power-purchase/supply agreement with Constellation Energy spending $1.6 billion alone to restart the facility that doesn&#39;t begin power [generation] until 2028 if they planned to slow or pare back current capex growth and AI investment? No!&#34;</p><p>Nvidia shares are up another 2.2% in Wednesday trading after rising about 4% on Tuesday.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Investors Just Got a $1 Trillion Reason to Be Even More Bullish</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 Investors Just Got a $1 Trillion Reason to Be Even More Bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-26 11:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>&#39;s stock gains as a new report projecting big growth in the AI market offers some relief to investors worried about the pace of AI spending beyond next year.</p><p>Worried about Nvidia Corp.&#39;s ability to sustain growth over the next few years? Perhaps there&#39;s a new reason investors shouldn&#39;t panic.</p><p>Mizuho desk-based analyst Jordan Klein is intrigued by a recent Bain Technology report, which projected that the market for artificial-intelligence hardware and software could grow to as much as $990 billion by 2027 from about $185 billion now.</p><p>&#34;This forecast could calm buy-side worry/uncertainty over sustainability of large cloud [capital expenditures] and AI investment spending well beyond 2025,&#34; Klein wrote.</p><p>The main fear he hears from Nvidia investors is about the pace of AI capital spending in calendar 2026 and beyond. Big cloud companies have been making heavy investments in AI hardware recently, but the concern is they could rethink their spending if AI doesn&#39;t deliver the necessary returns on investment. While the companies largely have signaled that they intend to grow spending next year, there is &#34;zero clarity around growth rates for [2026] on capex spend,&#34; according to Klein.</p><p>The Bain report weighed in broadly on the potential for future growth in data-center graphics processing units, saying that demand &#34;will continue to grow as [large-language models] expand capabilities to processing multiple data types simultaneously (text, images, and audio) and as venture capitalists pour even more money into AI start-ups.&#34;</p><p>&#34;If data center demand for current-generation GPUs doubled by 2026 - a reasonable assumption given current trajectory - suppliers of key components would need to increase their output by 30% or more in some cases,&#34; the report continued.</p><p>Klein also was encouraged by last week&#39;s power-purchase agreement inked by <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a> and  <a href=\"https://laohu8.com/S/CEG\">Constellation Energy Corp</a>.</p><p>Asked Klein: &#34;Would [Microsoft] sign a 20-year nuclear-power-purchase/supply agreement with Constellation Energy spending $1.6 billion alone to restart the facility that doesn&#39;t begin power [generation] until 2028 if they planned to slow or pare back current capex growth and AI investment? No!&#34;</p><p>Nvidia shares are up another 2.2% in Wednesday trading after rising about 4% on Tuesday.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4549":"软银资本持仓","BK4504":"桥水持仓","IE00BD4GTV84.USD":"LEGG MASON CLEARBRIDGEINFRASTRUCTURE VALUE \"A\" (USDHDG) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00BD4GTT62.SGD":"Legg Mason ClearBridge Infrastructure Value A SGD-H (mdis) plus","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","BK4576":"AR","BK4587":"ChatGPT概念","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","BK4525":"远程办公概念","BK4527":"明星科技股","BK4550":"红杉资本持仓","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","BK4588":"碎股","BK4579":"人工智能","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4503":"景林资产持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","NVDA":"英伟达","BK4581":"高盛持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2470266184","content_text":"NVIDIA Corp's stock gains as a new report projecting big growth in the AI market offers some relief to investors worried about the pace of AI spending beyond next year.Worried about Nvidia Corp.'s ability to sustain growth over the next few years? Perhaps there's a new reason investors shouldn't panic.Mizuho desk-based analyst Jordan Klein is intrigued by a recent Bain Technology report, which projected that the market for artificial-intelligence hardware and software could grow to as much as $990 billion by 2027 from about $185 billion now.\"This forecast could calm buy-side worry/uncertainty over sustainability of large cloud [capital expenditures] and AI investment spending well beyond 2025,\" Klein wrote.The main fear he hears from Nvidia investors is about the pace of AI capital spending in calendar 2026 and beyond. Big cloud companies have been making heavy investments in AI hardware recently, but the concern is they could rethink their spending if AI doesn't deliver the necessary returns on investment. While the companies largely have signaled that they intend to grow spending next year, there is \"zero clarity around growth rates for [2026] on capex spend,\" according to Klein.The Bain report weighed in broadly on the potential for future growth in data-center graphics processing units, saying that demand \"will continue to grow as [large-language models] expand capabilities to processing multiple data types simultaneously (text, images, and audio) and as venture capitalists pour even more money into AI start-ups.\"\"If data center demand for current-generation GPUs doubled by 2026 - a reasonable assumption given current trajectory - suppliers of key components would need to increase their output by 30% or more in some cases,\" the report continued.Klein also was encouraged by last week's power-purchase agreement inked by Microsoft and  Constellation Energy Corp.Asked Klein: \"Would [Microsoft] sign a 20-year nuclear-power-purchase/supply agreement with Constellation Energy spending $1.6 billion alone to restart the facility that doesn't begin power [generation] until 2028 if they planned to slow or pare back current capex growth and AI investment? No!\"Nvidia shares are up another 2.2% in Wednesday trading after rising about 4% on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":351513926844536,"gmtCreate":1726857403751,"gmtModify":1726858540663,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;put&nbsp;buy limit of $90 on&nbsp;NVDA last week ...never got there,&nbsp;and then not buying at $101!&nbsp;","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$</a>&nbsp;put&nbsp;buy limit of $90 on&nbsp;NVDA last week ...never got there,&nbsp;and then not buying at $101!&nbsp;","text":"$Tiger Brokers(TIGR)$ put buy limit of $90 on NVDA last week ...never got there, and then not buying at $101!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/351513926844536","isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346049767596256,"gmtCreate":1725511578672,"gmtModify":1725512811339,"author":{"id":"4187407065322032","authorId":"4187407065322032","name":"Rollinrock","avatar":"https://community-static.tradeup.com/news/5a7e09e1c95eef6650e605cbba02811a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4187407065322032","authorIdStr":"4187407065322032"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> 90","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> 90","text":"$NVIDIA Corp(NVDA)$ 90","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346049767596256","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}