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Runaway Tomatoes
07-08
We are still at super cycle....AI is not even matured.
Micron’s Stock Falls as Investors Wonder If the Memory Market Is near the Top
Runaway Tomatoes
06-12
Biggest circus lol
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","listText":"We are still at super cycle....AI is not even matured. ","text":"We are still at super cycle....AI is not even matured.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583535952614712","repostId":"2649935136","repostType":2,"repost":{"id":"2649935136","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1783476300,"share":"https://ttm.financial/m/news/2649935136?lang=en_US&edition=fundamental","pubTime":"2026-07-08 10:05","market":"us","language":"en","title":"Micron’s Stock Falls as Investors Wonder If the Memory Market Is near the Top","url":"https://stock-news.laohu8.com/highlight/detail?id=2649935136","media":"Dow Jones","summary":"‘Most investor feedback continues to point to a skittish AI tape,’ one analyst says.","content":"<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>’s stock fell hard on Tuesday as investors looked past a massive profit boom at memory rival Samsung Electronics.</p><p style=\"text-align: start;\">Shares of Micron fell 4.7%, while <a href=\"https://laohu8.com/S/SNDK\">Sandisk</a>’s stock lost 7.3% on Tuesday. Storage makers <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> and <a href=\"https://laohu8.com/S/STX\">Seagate Technology</a> saw their shares fall 7.9% and 4.7%, respectively, following big gains on Monday.</p><p>Jefferies equities trading analyst Jeffrey Favuzza said “most investor feedback continues to point to a skittish [artificial-intelligence] tape, elevated expectations/bar,” and underwhelming results — at least relative to the major recent appreciation in Samsung’s stock.</p><p>Samsung’s preliminary results did not offer investors insight into performance by business division, Favuzza said in a Tuesday note. Those details will come with Samsung’s full report later this month.</p><p style=\"text-align: start;\">Baird managing director Ted Mortonson said Tuesday’s action reflected worries on Wall Street that the market is “now entering a phase where elasticity of demand is being impacted by massive component inflation,” referring to rising prices for memory and storage chips due to the ongoing supply-demand imbalance. Those price increases are now hitting consumer and enterprise markets, he said in emailed comments.</p><p style=\"text-align: start;\">Mortonson pointed to massive spending by hyperscalers and said that when the return on invested capital “degrades to the point where they can’t pass on component prices,” the memory cycle could pause until supply reaches parity with demand. That’s not expected until 2028 or 2029, he added.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AAPL\">Apple</a> said in June that it is planning to raise iPhone prices as the cost of memory chips continues to climb.</p><p style=\"text-align: start;\">Samsung’s South Korea-listed shares closed down 7% on Tuesday after the company reported preliminary second-quarter operating profits of 89.4 trillion won, or $58.5 billion, which was above the FactSet consensus for 87 trillion won. The company’s preliminary revenue of 171 trillion won was only in line with estimates, however.</p><p>While operating profits were up by 19 times compared with the previous year, they were “only just ahead of expectations as opposed to Micron, which blew expectations away,” said Richard Windsor, founder of research firm Radio Free Mobile.</p><p style=\"text-align: start;\">Therefore, “the market is wondering whether or not we are at the top,” he said in a Tuesday note.</p><p style=\"text-align: start;\">In Windsor’s view, the answer will be determined by continued demand for tokens, or the pieces of data processed and generated by AI models, as prices for them continue to rise.</p><p style=\"text-align: start;\">“For as long as demand continues to greatly outstrip supply, then we do not have a problem, and the memory companies will continue to rise and the compute providers will continue to print cash,” Windsor said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron’s Stock Falls as Investors Wonder If the Memory Market Is near the Top</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron’s Stock Falls as Investors Wonder If the Memory Market Is near the Top\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-07-08 10:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>’s stock fell hard on Tuesday as investors looked past a massive profit boom at memory rival Samsung Electronics.</p><p style=\"text-align: start;\">Shares of Micron fell 4.7%, while <a href=\"https://laohu8.com/S/SNDK\">Sandisk</a>’s stock lost 7.3% on Tuesday. Storage makers <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> and <a href=\"https://laohu8.com/S/STX\">Seagate Technology</a> saw their shares fall 7.9% and 4.7%, respectively, following big gains on Monday.</p><p>Jefferies equities trading analyst Jeffrey Favuzza said “most investor feedback continues to point to a skittish [artificial-intelligence] tape, elevated expectations/bar,” and underwhelming results — at least relative to the major recent appreciation in Samsung’s stock.</p><p>Samsung’s preliminary results did not offer investors insight into performance by business division, Favuzza said in a Tuesday note. Those details will come with Samsung’s full report later this month.</p><p style=\"text-align: start;\">Baird managing director Ted Mortonson said Tuesday’s action reflected worries on Wall Street that the market is “now entering a phase where elasticity of demand is being impacted by massive component inflation,” referring to rising prices for memory and storage chips due to the ongoing supply-demand imbalance. Those price increases are now hitting consumer and enterprise markets, he said in emailed comments.</p><p style=\"text-align: start;\">Mortonson pointed to massive spending by hyperscalers and said that when the return on invested capital “degrades to the point where they can’t pass on component prices,” the memory cycle could pause until supply reaches parity with demand. That’s not expected until 2028 or 2029, he added.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AAPL\">Apple</a> said in June that it is planning to raise iPhone prices as the cost of memory chips continues to climb.</p><p style=\"text-align: start;\">Samsung’s South Korea-listed shares closed down 7% on Tuesday after the company reported preliminary second-quarter operating profits of 89.4 trillion won, or $58.5 billion, which was above the FactSet consensus for 87 trillion won. The company’s preliminary revenue of 171 trillion won was only in line with estimates, however.</p><p>While operating profits were up by 19 times compared with the previous year, they were “only just ahead of expectations as opposed to Micron, which blew expectations away,” said Richard Windsor, founder of research firm Radio Free Mobile.</p><p style=\"text-align: start;\">Therefore, “the market is wondering whether or not we are at the top,” he said in a Tuesday note.</p><p style=\"text-align: start;\">In Windsor’s view, the answer will be determined by continued demand for tokens, or the pieces of data processed and generated by AI models, as prices for them continue to rise.</p><p style=\"text-align: start;\">“For as long as demand continues to greatly outstrip supply, then we do not have a problem, and the memory companies will continue to rise and the compute providers will continue to print cash,” Windsor said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IXN":"iShares Trust S&P Global Informa","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","BK4588":"碎股","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","USXF":"iShares ESG Advanced MSCI USA ETF","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","AIS":"VistaShares Artificial Intelligence Supercycle ETF","SG9999001424.SGD":"United E-Commerce Fund SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD) INC AV","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","EGGY":"NESTYIELD DYNAMIC INCOME SHIELD ETF","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","MUD":"1倍做空MU ETF-Direxion","VGT":"信息技术ETF-Vanguard","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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Innovation and Tech Active ETF","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4554":"元宇宙及AR概念","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","BK4553":"喜马拉雅资本持仓","FAI":"First Trust Bloomberg Artificial Intelligence ETF","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","EFIV":"SPDR S&P 500 ESG ETF","LU0056508442.USD":"贝莱德世界科技基金A2","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LEGR":"First Trust Indxx Innovative Transaction & Process ETF","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","RULE":"Adaptive Core ETF","AIQ":"Global X Artificial Intelligence & Technology ETF","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2649935136","content_text":"Micron Technology’s stock fell hard on Tuesday as investors looked past a massive profit boom at memory rival Samsung Electronics.Shares of Micron fell 4.7%, while Sandisk’s stock lost 7.3% on Tuesday. Storage makers Western Digital and Seagate Technology saw their shares fall 7.9% and 4.7%, respectively, following big gains on Monday.Jefferies equities trading analyst Jeffrey Favuzza said “most investor feedback continues to point to a skittish [artificial-intelligence] tape, elevated expectations/bar,” and underwhelming results — at least relative to the major recent appreciation in Samsung’s stock.Samsung’s preliminary results did not offer investors insight into performance by business division, Favuzza said in a Tuesday note. Those details will come with Samsung’s full report later this month.Baird managing director Ted Mortonson said Tuesday’s action reflected worries on Wall Street that the market is “now entering a phase where elasticity of demand is being impacted by massive component inflation,” referring to rising prices for memory and storage chips due to the ongoing supply-demand imbalance. Those price increases are now hitting consumer and enterprise markets, he said in emailed comments.Mortonson pointed to massive spending by hyperscalers and said that when the return on invested capital “degrades to the point where they can’t pass on component prices,” the memory cycle could pause until supply reaches parity with demand. That’s not expected until 2028 or 2029, he added.Apple said in June that it is planning to raise iPhone prices as the cost of memory chips continues to climb.Samsung’s South Korea-listed shares closed down 7% on Tuesday after the company reported preliminary second-quarter operating profits of 89.4 trillion won, or $58.5 billion, which was above the FactSet consensus for 87 trillion won. The company’s preliminary revenue of 171 trillion won was only in line with estimates, however.While operating profits were up by 19 times compared with the previous year, they were “only just ahead of expectations as opposed to Micron, which blew expectations away,” said Richard Windsor, founder of research firm Radio Free Mobile.Therefore, “the market is wondering whether or not we are at the top,” he said in a Tuesday note.In Windsor’s view, the answer will be determined by continued demand for tokens, or the pieces of data processed and generated by AI models, as prices for them continue to rise.“For as long as demand continues to greatly outstrip supply, then we do not have a problem, and the memory companies will continue to rise and the compute providers will continue to print cash,” Windsor said.","news_type":1,"symbols_score_info":{"IXN":0.6,"SOXX":0.6,"MUU":0.6,"FDTX":0.6,"SHOC":0.6,"EGGY":0.6,"SOXQ":0.6,"FTXL":0.6,"RULE":0.6,"MULL":0.6,"USXF":0.6,"AIQ":0.6,"EFIV":0.6,"WUGI":0.6,"BAI":0.6,"XNTK":0.6,"TRFK":0.6,"ARTY":0.6,"IETC":0.6,"EMSF":0.6,"CHAT":0.6,"MUD":0.6,"PSI":0.6,"MU":1.96,"FAI":0.6,"CGGO":0.6,"FTEC":0.6,"XLK":0.6,"SMH":0.6,"FXL":0.6,"CHPS":0.6,"AIS":0.6,"VGT":0.6,"WLDR":0.6,"JGRO":0.6,"AIFD":0.6,"LEGR":0.6}},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":574199565255376,"gmtCreate":1781193818239,"gmtModify":1781194600258,"author":{"id":"4239271984658242","authorId":"4239271984658242","name":"Runaway Tomatoes","avatar":"https://community-static.tradeup.com/news/cda76726cb8d12217130277d856714f6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4239271984658242","authorIdStr":"4239271984658242"},"themes":[],"title":"","htmlText":"Biggest circus lol","listText":"Biggest circus lol","text":"Biggest circus lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574199565255376","repostId":"2642832872","repostType":2,"isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":574199565255376,"gmtCreate":1781193818239,"gmtModify":1781194600258,"author":{"id":"4239271984658242","authorId":"4239271984658242","name":"Runaway Tomatoes","avatar":"https://community-static.tradeup.com/news/cda76726cb8d12217130277d856714f6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4239271984658242","idStr":"4239271984658242"},"themes":[],"title":"","htmlText":"Biggest circus lol","listText":"Biggest circus lol","text":"Biggest circus lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574199565255376","repostId":"2642832872","repostType":2,"repost":{"id":"2642832872","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1781187997,"share":"https://ttm.financial/m/news/2642832872?lang=en_US&edition=fundamental","pubTime":"2026-06-11 22:26","market":"us","language":"en","title":"SpaceX By The Numbers: Six Charts Mapping Businesses Driving Its IPO Ambitions","url":"https://stock-news.laohu8.com/highlight/detail?id=2642832872","media":"Reuters","summary":"GRAPHIC-SpaceX by the numbers: Six charts mapping businesses driving its IPO ambitionsBy Anhata Rooprai and Jaspreet Singh","content":"<html><head></head><body><p style=\"text-align: left;\">June 11 (Reuters) - SpaceX's market debut on Friday is expected to be the largest-ever IPO, capping the meteoric rise of a company that has reshaped the space business with reusable rockets and internet beamed from orbit and which now targets space-based AI.</p><p style=\"text-align: left;\">Aiming for a $1.75 trillion valuation that would instantly rank it among the world's most valuable companies, SpaceX SPCX.O is pitching itself as humanity's ticket to Mars.</p><p style=\"text-align: left;\">Its financials, though, show a company whose aggressive spending on computing power for AI and developing a new rocket has overwhelmed the profits from its Starlink satellite internet service.</p><p style=\"text-align: left;\">Here are six charts that illustrate its business:</p><h2 style=\"text-align: left;\">AI LOSSES OUTWEIGH BOOST FROM STARLINK</h2><p style=\"text-align: left;\">Last year, SpaceX's sales rose 33% to $18.67 billion, with Starlink accounting for about 60% of the total thanks to its about 10.3 million users across 9,600 satellites.</p><p style=\"text-align: left;\">But merging with the money-losing xAI pushed the company to a net loss of $4.94 billion last year, from a profit of $791 million in 2024, when the explosive growth of Starlink and its reusable rocket launch business powered earnings.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/164107f1b720fb9ee25587f25e4dee1b\" data-align=\"center\" tg-width=\"858\" tg-height=\"600\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/abb18643eb4747bf9de879c3938ec316\" data-align=\"center\" tg-width=\"878\" tg-height=\"600\"/><span></span></p><h2 style=\"text-align: left;\">SPACEX'S LAUNCH CADENCE SETS IT APART FROM RIVALS</h2><p style=\"text-align: left;\">SpaceX has gone from a single launch in 2006 to more than two every week, far outpacing rivals and making it the go-to launch partner for NASA and the Pentagon.</p><p style=\"text-align: left;\">Its reusable Falcon 9 has powered that surge, while the larger, still-in-development Starship is intended to carry crew and cargo on an unprecedented scale.</p><p style=\"text-align: left;\">Falcon Heavy essentially combines three Falcon 9 boosters to form one of the world's most powerful rockets. It is capable of lifting 64 metric tons to low-Earth orbit and currently launches heavy military satellites and interplanetary probes.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bc60601ca923ae506e13d20b9e4f67e8\" data-align=\"center\" tg-width=\"845\" tg-height=\"600\"/><span></span></p><h2 style=\"text-align: left;\">XAI TRAILS AI RIVALS ANTHROPIC, OPENAI</h2><p style=\"text-align: left;\">SpaceX's biggest addressable market, it says, is AI. In February, SpaceX acquired xAI and united two key parts of Musk's business empire. But by many measures, xAI is behind rivals Anthropic and OpenAI.</p><p style=\"text-align: left;\">A recent report from finance startup Ramp showed that more than 30% of its business customers were paying for Anthropic's and OpenAI's AI services in April, with the Claude Code creator overtaking OpenAI for the first time, while xAI's adoption remained around 5%.</p><p style=\"text-align: left;\">The data — based on Ramp's analysis of spending by about 50,000 customers — only captures a small slice of spending by big enterprises on AI, an area where Anthropic is believed to be the market leader.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8d4167f49f33b0260663a1136aa676ee\" data-align=\"center\" tg-width=\"912\" tg-height=\"600\"/><span></span></p><h2 style=\"text-align: left;\">SPACEX IS RAISING FUNDS AT A PRICEY MULTIPLE</h2><p style=\"text-align: left;\">Investors in the SpaceX IPO are being asked to pay a premium that dwarfs the multiples at which some of the most valuable tech companies trade. At $135 per share, SpaceX would trade at a trailing price-to-sales multiple of roughly 94 — above companies such as <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> NVDA.O, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> AMZN.O and <a href=\"https://laohu8.com/S/META\">Meta</a> META.O and closer to pure-play space peers such as Planet Labs PL.N and <a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a> RKLB.O, which trade at 50.4 and 115.4, respectively, despite being younger companies.</p><p style=\"text-align: left;\">Since SpaceX generated a loss last year, it cannot be compared on a price-to-earnings ratio.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f1d28a427dd94d1ff0053b2550efab5d\" data-align=\"center\" tg-width=\"942\" tg-height=\"600\"/><span></span></p><h2 style=\"text-align: left;\">STARSHIP WILL LIFT SPACEX'S LAUNCH CAPACITY</h2><p style=\"text-align: left;\">The case for that premium rests partly on Starship, which is designed to be reusable and carry over 100 metric tons to low-Earth orbit, more than any other rocket flying today. This would be crucial not just to SpaceX's launch business but also to its ambitions to put AI data centers in orbit.</p><p style=\"text-align: left;\">Current SpaceX rockets, Falcon 9 and Falcon Heavy, can carry about 22.8 metric tons and 63.8 metric tons to low-Earth orbit, respectively.</p><p style=\"text-align: left;\">The Starship's test flight in May marked a major milestone ahead of the IPO, successfully deploying mock satellites and completing a controlled Indian <a href=\"https://laohu8.com/S/1B6.SI\">Ocean</a> splashdown despite minor engine issues.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/92c2eef289f156720022641d2d3f5b21\" data-align=\"center\" tg-width=\"784\" tg-height=\"600\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SpaceX By The Numbers: Six Charts Mapping Businesses Driving Its IPO Ambitions</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSpaceX By The Numbers: Six Charts Mapping Businesses Driving Its IPO Ambitions\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-06-11 22:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">June 11 (Reuters) - SpaceX's market debut on Friday is expected to be the largest-ever IPO, capping the meteoric rise of a company that has reshaped the space business with reusable rockets and internet beamed from orbit and which now targets space-based AI.</p><p style=\"text-align: left;\">Aiming for a $1.75 trillion valuation that would instantly rank it among the world's most valuable companies, SpaceX SPCX.O is pitching itself as humanity's ticket to Mars.</p><p style=\"text-align: left;\">Its financials, though, show a company whose aggressive spending on computing power for AI and developing a new rocket has overwhelmed the profits from its Starlink satellite internet service.</p><p style=\"text-align: left;\">Here are six charts that illustrate its business:</p><h2 style=\"text-align: left;\">AI LOSSES OUTWEIGH BOOST FROM STARLINK</h2><p style=\"text-align: left;\">Last year, SpaceX's sales rose 33% to $18.67 billion, with Starlink accounting for about 60% of the total thanks to its about 10.3 million users across 9,600 satellites.</p><p style=\"text-align: left;\">But merging with the money-losing xAI pushed the company to a net loss of $4.94 billion last year, from a profit of $791 million in 2024, when the explosive growth of Starlink and its reusable rocket launch business powered earnings.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/164107f1b720fb9ee25587f25e4dee1b\" data-align=\"center\" tg-width=\"858\" tg-height=\"600\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/abb18643eb4747bf9de879c3938ec316\" data-align=\"center\" tg-width=\"878\" tg-height=\"600\"/><span></span></p><h2 style=\"text-align: left;\">SPACEX'S LAUNCH CADENCE SETS IT APART FROM RIVALS</h2><p style=\"text-align: left;\">SpaceX has gone from a single launch in 2006 to more than two every week, far outpacing rivals and making it the go-to launch partner for NASA and the Pentagon.</p><p style=\"text-align: left;\">Its reusable Falcon 9 has powered that surge, while the larger, still-in-development Starship is intended to carry crew and cargo on an unprecedented scale.</p><p style=\"text-align: left;\">Falcon Heavy essentially combines three Falcon 9 boosters to form one of the world's most powerful rockets. It is capable of lifting 64 metric tons to low-Earth orbit and currently launches heavy military satellites and interplanetary probes.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bc60601ca923ae506e13d20b9e4f67e8\" data-align=\"center\" tg-width=\"845\" tg-height=\"600\"/><span></span></p><h2 style=\"text-align: left;\">XAI TRAILS AI RIVALS ANTHROPIC, OPENAI</h2><p style=\"text-align: left;\">SpaceX's biggest addressable market, it says, is AI. In February, SpaceX acquired xAI and united two key parts of Musk's business empire. But by many measures, xAI is behind rivals Anthropic and OpenAI.</p><p style=\"text-align: left;\">A recent report from finance startup Ramp showed that more than 30% of its business customers were paying for Anthropic's and OpenAI's AI services in April, with the Claude Code creator overtaking OpenAI for the first time, while xAI's adoption remained around 5%.</p><p style=\"text-align: left;\">The data — based on Ramp's analysis of spending by about 50,000 customers — only captures a small slice of spending by big enterprises on AI, an area where Anthropic is believed to be the market leader.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8d4167f49f33b0260663a1136aa676ee\" data-align=\"center\" tg-width=\"912\" tg-height=\"600\"/><span></span></p><h2 style=\"text-align: left;\">SPACEX IS RAISING FUNDS AT A PRICEY MULTIPLE</h2><p style=\"text-align: left;\">Investors in the SpaceX IPO are being asked to pay a premium that dwarfs the multiples at which some of the most valuable tech companies trade. At $135 per share, SpaceX would trade at a trailing price-to-sales multiple of roughly 94 — above companies such as <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> NVDA.O, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> AMZN.O and <a href=\"https://laohu8.com/S/META\">Meta</a> META.O and closer to pure-play space peers such as Planet Labs PL.N and <a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a> RKLB.O, which trade at 50.4 and 115.4, respectively, despite being younger companies.</p><p style=\"text-align: left;\">Since SpaceX generated a loss last year, it cannot be compared on a price-to-earnings ratio.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f1d28a427dd94d1ff0053b2550efab5d\" data-align=\"center\" tg-width=\"942\" tg-height=\"600\"/><span></span></p><h2 style=\"text-align: left;\">STARSHIP WILL LIFT SPACEX'S LAUNCH CAPACITY</h2><p style=\"text-align: left;\">The case for that premium rests partly on Starship, which is designed to be reusable and carry over 100 metric tons to low-Earth orbit, more than any other rocket flying today. This would be crucial not just to SpaceX's launch business but also to its ambitions to put AI data centers in orbit.</p><p style=\"text-align: left;\">Current SpaceX rockets, Falcon 9 and Falcon Heavy, can carry about 22.8 metric tons and 63.8 metric tons to low-Earth orbit, respectively.</p><p style=\"text-align: left;\">The Starship's test flight in May marked a major milestone ahead of the IPO, successfully deploying mock satellites and completing a controlled Indian <a href=\"https://laohu8.com/S/1B6.SI\">Ocean</a> splashdown despite minor engine issues.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/92c2eef289f156720022641d2d3f5b21\" data-align=\"center\" tg-width=\"784\" tg-height=\"600\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNK":"2倍做空SpaceX ETF-GraniteShares","SPCH":"2倍做多SpaceX ETF-Leverage Shares","LOFF":"2倍做多SpaceX ETF-Direxion","SPCU":"2倍做多SpaceX ETF-Defiance","SPAL":"2倍做多Space X ETF-GraniteShares","BK4089":"非传统电信运营商","SPCF":"2倍做多SpaceX ETF-ProShares","SPCX":"SPAC and New Issue ETF"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260611:nL6N42D0Y8:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2642832872","content_text":"June 11 (Reuters) - SpaceX's market debut on Friday is expected to be the largest-ever IPO, capping the meteoric rise of a company that has reshaped the space business with reusable rockets and internet beamed from orbit and which now targets space-based AI.Aiming for a $1.75 trillion valuation that would instantly rank it among the world's most valuable companies, SpaceX SPCX.O is pitching itself as humanity's ticket to Mars.Its financials, though, show a company whose aggressive spending on computing power for AI and developing a new rocket has overwhelmed the profits from its Starlink satellite internet service.Here are six charts that illustrate its business:AI LOSSES OUTWEIGH BOOST FROM STARLINKLast year, SpaceX's sales rose 33% to $18.67 billion, with Starlink accounting for about 60% of the total thanks to its about 10.3 million users across 9,600 satellites.But merging with the money-losing xAI pushed the company to a net loss of $4.94 billion last year, from a profit of $791 million in 2024, when the explosive growth of Starlink and its reusable rocket launch business powered earnings.SPACEX'S LAUNCH CADENCE SETS IT APART FROM RIVALSSpaceX has gone from a single launch in 2006 to more than two every week, far outpacing rivals and making it the go-to launch partner for NASA and the Pentagon.Its reusable Falcon 9 has powered that surge, while the larger, still-in-development Starship is intended to carry crew and cargo on an unprecedented scale.Falcon Heavy essentially combines three Falcon 9 boosters to form one of the world's most powerful rockets. It is capable of lifting 64 metric tons to low-Earth orbit and currently launches heavy military satellites and interplanetary probes.XAI TRAILS AI RIVALS ANTHROPIC, OPENAISpaceX's biggest addressable market, it says, is AI. In February, SpaceX acquired xAI and united two key parts of Musk's business empire. But by many measures, xAI is behind rivals Anthropic and OpenAI.A recent report from finance startup Ramp showed that more than 30% of its business customers were paying for Anthropic's and OpenAI's AI services in April, with the Claude Code creator overtaking OpenAI for the first time, while xAI's adoption remained around 5%.The data — based on Ramp's analysis of spending by about 50,000 customers — only captures a small slice of spending by big enterprises on AI, an area where Anthropic is believed to be the market leader.SPACEX IS RAISING FUNDS AT A PRICEY MULTIPLEInvestors in the SpaceX IPO are being asked to pay a premium that dwarfs the multiples at which some of the most valuable tech companies trade. At $135 per share, SpaceX would trade at a trailing price-to-sales multiple of roughly 94 — above companies such as Nvidia NVDA.O, Amazon AMZN.O and Meta META.O and closer to pure-play space peers such as Planet Labs PL.N and Rocket Lab RKLB.O, which trade at 50.4 and 115.4, respectively, despite being younger companies.Since SpaceX generated a loss last year, it cannot be compared on a price-to-earnings ratio.STARSHIP WILL LIFT SPACEX'S LAUNCH CAPACITYThe case for that premium rests partly on Starship, which is designed to be reusable and carry over 100 metric tons to low-Earth orbit, more than any other rocket flying today. This would be crucial not just to SpaceX's launch business but also to its ambitions to put AI data centers in orbit.Current SpaceX rockets, Falcon 9 and Falcon Heavy, can carry about 22.8 metric tons and 63.8 metric tons to low-Earth orbit, respectively.The Starship's test flight in May marked a major milestone ahead of the IPO, successfully deploying mock satellites and completing a controlled Indian Ocean splashdown despite minor engine issues.","news_type":1,"symbols_score_info":{"SPCX":1.95,"SPCH":0.6,"SPCF":0.6,"SPAL":0.6,"LOFF":0.6,"SPCU":0.6,"SNK":0.6}},"isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583535952614712,"gmtCreate":1783494940784,"gmtModify":1783496370278,"author":{"id":"4239271984658242","authorId":"4239271984658242","name":"Runaway Tomatoes","avatar":"https://community-static.tradeup.com/news/cda76726cb8d12217130277d856714f6","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4239271984658242","idStr":"4239271984658242"},"themes":[],"title":"","htmlText":"We are still at super cycle....AI is not even matured. ","listText":"We are still at super cycle....AI is not even matured. ","text":"We are still at super cycle....AI is not even matured.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583535952614712","repostId":"2649935136","repostType":2,"repost":{"id":"2649935136","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1783476300,"share":"https://ttm.financial/m/news/2649935136?lang=en_US&edition=fundamental","pubTime":"2026-07-08 10:05","market":"us","language":"en","title":"Micron’s Stock Falls as Investors Wonder If the Memory Market Is near the Top","url":"https://stock-news.laohu8.com/highlight/detail?id=2649935136","media":"Dow Jones","summary":"‘Most investor feedback continues to point to a skittish AI tape,’ one analyst says.","content":"<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>’s stock fell hard on Tuesday as investors looked past a massive profit boom at memory rival Samsung Electronics.</p><p style=\"text-align: start;\">Shares of Micron fell 4.7%, while <a href=\"https://laohu8.com/S/SNDK\">Sandisk</a>’s stock lost 7.3% on Tuesday. Storage makers <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> and <a href=\"https://laohu8.com/S/STX\">Seagate Technology</a> saw their shares fall 7.9% and 4.7%, respectively, following big gains on Monday.</p><p>Jefferies equities trading analyst Jeffrey Favuzza said “most investor feedback continues to point to a skittish [artificial-intelligence] tape, elevated expectations/bar,” and underwhelming results — at least relative to the major recent appreciation in Samsung’s stock.</p><p>Samsung’s preliminary results did not offer investors insight into performance by business division, Favuzza said in a Tuesday note. Those details will come with Samsung’s full report later this month.</p><p style=\"text-align: start;\">Baird managing director Ted Mortonson said Tuesday’s action reflected worries on Wall Street that the market is “now entering a phase where elasticity of demand is being impacted by massive component inflation,” referring to rising prices for memory and storage chips due to the ongoing supply-demand imbalance. Those price increases are now hitting consumer and enterprise markets, he said in emailed comments.</p><p style=\"text-align: start;\">Mortonson pointed to massive spending by hyperscalers and said that when the return on invested capital “degrades to the point where they can’t pass on component prices,” the memory cycle could pause until supply reaches parity with demand. That’s not expected until 2028 or 2029, he added.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AAPL\">Apple</a> said in June that it is planning to raise iPhone prices as the cost of memory chips continues to climb.</p><p style=\"text-align: start;\">Samsung’s South Korea-listed shares closed down 7% on Tuesday after the company reported preliminary second-quarter operating profits of 89.4 trillion won, or $58.5 billion, which was above the FactSet consensus for 87 trillion won. The company’s preliminary revenue of 171 trillion won was only in line with estimates, however.</p><p>While operating profits were up by 19 times compared with the previous year, they were “only just ahead of expectations as opposed to Micron, which blew expectations away,” said Richard Windsor, founder of research firm Radio Free Mobile.</p><p style=\"text-align: start;\">Therefore, “the market is wondering whether or not we are at the top,” he said in a Tuesday note.</p><p style=\"text-align: start;\">In Windsor’s view, the answer will be determined by continued demand for tokens, or the pieces of data processed and generated by AI models, as prices for them continue to rise.</p><p style=\"text-align: start;\">“For as long as demand continues to greatly outstrip supply, then we do not have a problem, and the memory companies will continue to rise and the compute providers will continue to print cash,” Windsor said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron’s Stock Falls as Investors Wonder If the Memory Market Is near the Top</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron’s Stock Falls as Investors Wonder If the Memory Market Is near the Top\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-07-08 10:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>’s stock fell hard on Tuesday as investors looked past a massive profit boom at memory rival Samsung Electronics.</p><p style=\"text-align: start;\">Shares of Micron fell 4.7%, while <a href=\"https://laohu8.com/S/SNDK\">Sandisk</a>’s stock lost 7.3% on Tuesday. Storage makers <a href=\"https://laohu8.com/S/WDC\">Western Digital</a> and <a href=\"https://laohu8.com/S/STX\">Seagate Technology</a> saw their shares fall 7.9% and 4.7%, respectively, following big gains on Monday.</p><p>Jefferies equities trading analyst Jeffrey Favuzza said “most investor feedback continues to point to a skittish [artificial-intelligence] tape, elevated expectations/bar,” and underwhelming results — at least relative to the major recent appreciation in Samsung’s stock.</p><p>Samsung’s preliminary results did not offer investors insight into performance by business division, Favuzza said in a Tuesday note. Those details will come with Samsung’s full report later this month.</p><p style=\"text-align: start;\">Baird managing director Ted Mortonson said Tuesday’s action reflected worries on Wall Street that the market is “now entering a phase where elasticity of demand is being impacted by massive component inflation,” referring to rising prices for memory and storage chips due to the ongoing supply-demand imbalance. Those price increases are now hitting consumer and enterprise markets, he said in emailed comments.</p><p style=\"text-align: start;\">Mortonson pointed to massive spending by hyperscalers and said that when the return on invested capital “degrades to the point where they can’t pass on component prices,” the memory cycle could pause until supply reaches parity with demand. That’s not expected until 2028 or 2029, he added.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AAPL\">Apple</a> said in June that it is planning to raise iPhone prices as the cost of memory chips continues to climb.</p><p style=\"text-align: start;\">Samsung’s South Korea-listed shares closed down 7% on Tuesday after the company reported preliminary second-quarter operating profits of 89.4 trillion won, or $58.5 billion, which was above the FactSet consensus for 87 trillion won. The company’s preliminary revenue of 171 trillion won was only in line with estimates, however.</p><p>While operating profits were up by 19 times compared with the previous year, they were “only just ahead of expectations as opposed to Micron, which blew expectations away,” said Richard Windsor, founder of research firm Radio Free Mobile.</p><p style=\"text-align: start;\">Therefore, “the market is wondering whether or not we are at the top,” he said in a Tuesday note.</p><p style=\"text-align: start;\">In Windsor’s view, the answer will be determined by continued demand for tokens, or the pieces of data processed and generated by AI models, as prices for them continue to rise.</p><p style=\"text-align: start;\">“For as long as demand continues to greatly outstrip supply, then we do not have a problem, and the memory companies will continue to rise and the compute providers will continue to print cash,” Windsor said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IXN":"iShares Trust S&P Global Informa","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","BK4588":"碎股","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","USXF":"iShares ESG Advanced MSCI USA ETF","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","AIS":"VistaShares Artificial Intelligence Supercycle ETF","SG9999001424.SGD":"United E-Commerce Fund SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD) INC AV","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","EGGY":"NESTYIELD DYNAMIC INCOME SHIELD ETF","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","MUD":"1倍做空MU ETF-Direxion","VGT":"信息技术ETF-Vanguard","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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Innovation and Tech Active ETF","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4554":"元宇宙及AR概念","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","BK4553":"喜马拉雅资本持仓","FAI":"First Trust Bloomberg Artificial Intelligence ETF","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","EFIV":"SPDR S&P 500 ESG ETF","LU0056508442.USD":"贝莱德世界科技基金A2","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LEGR":"First Trust Indxx Innovative Transaction & Process ETF","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","RULE":"Adaptive Core ETF","AIQ":"Global X Artificial Intelligence & Technology ETF","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2649935136","content_text":"Micron Technology’s stock fell hard on Tuesday as investors looked past a massive profit boom at memory rival Samsung Electronics.Shares of Micron fell 4.7%, while Sandisk’s stock lost 7.3% on Tuesday. Storage makers Western Digital and Seagate Technology saw their shares fall 7.9% and 4.7%, respectively, following big gains on Monday.Jefferies equities trading analyst Jeffrey Favuzza said “most investor feedback continues to point to a skittish [artificial-intelligence] tape, elevated expectations/bar,” and underwhelming results — at least relative to the major recent appreciation in Samsung’s stock.Samsung’s preliminary results did not offer investors insight into performance by business division, Favuzza said in a Tuesday note. Those details will come with Samsung’s full report later this month.Baird managing director Ted Mortonson said Tuesday’s action reflected worries on Wall Street that the market is “now entering a phase where elasticity of demand is being impacted by massive component inflation,” referring to rising prices for memory and storage chips due to the ongoing supply-demand imbalance. Those price increases are now hitting consumer and enterprise markets, he said in emailed comments.Mortonson pointed to massive spending by hyperscalers and said that when the return on invested capital “degrades to the point where they can’t pass on component prices,” the memory cycle could pause until supply reaches parity with demand. That’s not expected until 2028 or 2029, he added.Apple said in June that it is planning to raise iPhone prices as the cost of memory chips continues to climb.Samsung’s South Korea-listed shares closed down 7% on Tuesday after the company reported preliminary second-quarter operating profits of 89.4 trillion won, or $58.5 billion, which was above the FactSet consensus for 87 trillion won. The company’s preliminary revenue of 171 trillion won was only in line with estimates, however.While operating profits were up by 19 times compared with the previous year, they were “only just ahead of expectations as opposed to Micron, which blew expectations away,” said Richard Windsor, founder of research firm Radio Free Mobile.Therefore, “the market is wondering whether or not we are at the top,” he said in a Tuesday note.In Windsor’s view, the answer will be determined by continued demand for tokens, or the pieces of data processed and generated by AI models, as prices for them continue to rise.“For as long as demand continues to greatly outstrip supply, then we do not have a problem, and the memory companies will continue to rise and the compute providers will continue to print cash,” Windsor said.","news_type":1,"symbols_score_info":{"IXN":0.6,"SOXX":0.6,"MUU":0.6,"FDTX":0.6,"SHOC":0.6,"EGGY":0.6,"SOXQ":0.6,"FTXL":0.6,"RULE":0.6,"MULL":0.6,"USXF":0.6,"AIQ":0.6,"EFIV":0.6,"WUGI":0.6,"BAI":0.6,"XNTK":0.6,"TRFK":0.6,"ARTY":0.6,"IETC":0.6,"EMSF":0.6,"CHAT":0.6,"MUD":0.6,"PSI":0.6,"MU":1.96,"FAI":0.6,"CGGO":0.6,"FTEC":0.6,"XLK":0.6,"SMH":0.6,"FXL":0.6,"CHPS":0.6,"AIS":0.6,"VGT":0.6,"WLDR":0.6,"JGRO":0.6,"AIFD":0.6,"LEGR":0.6}},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}