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虎威将
虎威将
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2023-10-01
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2023-03-09
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2023-03-08
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2023-03-08
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2023-03-08
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2023-03-05
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虎威将
虎威将
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2023-03-04
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Biden Has Big Plans for Semiconductor Clusters — Will Companies Play Along?
The Biden administration recently has laid out ambitious plans to use government money to spur at le
Biden Has Big Plans for Semiconductor Clusters — Will Companies Play Along?
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虎威将
虎威将
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2023-03-04
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C3.ai, Samsara, Zscaler, First Solar, Apple, and More Stock Market Movers Today
Stocks were higher Friday, as investors shrugged off stronger-than-expected service data and interes
C3.ai, Samsara, Zscaler, First Solar, Apple, and More Stock Market Movers Today
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2023-03-04
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09:17","market":"us","language":"en","title":"Biden Has Big Plans for Semiconductor Clusters — Will Companies Play Along?","url":"https://stock-news.laohu8.com/highlight/detail?id=2316901789","media":"Yahoo Finance","summary":"The Biden administration recently has laid out ambitious plans to use government money to spur at le","content":"<div>\n<p>The Biden administration recently has laid out ambitious plans to use government money to spur at least two, new large-scale clusters of semiconductor manufacturing and research in the years ahead.In ...</p>\n\n<a href=\"https://finance.yahoo.com/news/biden-has-big-plans-for-semiconductor-clusters--will-companies-play-along-200042981.html\">Web Link</a>\n\n</div>\n","source":"yahoofinance_sg","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\" 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBiden Has Big Plans for Semiconductor Clusters — Will Companies Play Along?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-04 09:17 GMT+8 <a href=https://finance.yahoo.com/news/biden-has-big-plans-for-semiconductor-clusters--will-companies-play-along-200042981.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Biden administration recently has laid out ambitious plans to use government money to spur at least two, new large-scale clusters of semiconductor manufacturing and research in the years ahead.In ...</p>\n\n<a href=\"https://finance.yahoo.com/news/biden-has-big-plans-for-semiconductor-clusters--will-companies-play-along-200042981.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IBM":"IBM","TSM":"台积电","INTC":"英特尔","MU":"美光科技"},"source_url":"https://finance.yahoo.com/news/biden-has-big-plans-for-semiconductor-clusters--will-companies-play-along-200042981.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316901789","content_text":"The Biden administration recently has laid out ambitious plans to use government money to spur at least two, new large-scale clusters of semiconductor manufacturing and research in the years ahead.In an interview this week, Deputy Secretary of Commerce Don Graves outlined his department’s ambition for these projects. He said the application process for the money is designed to prod companies to “express to us their vision for how we drive economic development, how we drive competitiveness, not just at a local level, not just at a state level, but at a regional level.”The funds come from about $53 billion put aside in the CHIPs and Science Act. The administration goal: achieving both a revitalization of the U.S. semiconductor industry— as well as broader political and economic goals that officials say will produce hundreds of thousands of jobs in the U.S.One model? “I look to our experience in rebuilding and bringing back from the edge of complete collapse the city of Detroit” Graves said, referencing his time during the Obama administration as the leader of the federal government’s efforts after the city filed for Chapter 9 bankruptcy in 2013. He also mention a government funded network of manufacturing innovation institutes called Manufacturing USA.But the question that remains is whether it’s possible to achieve these goals all at once. Already, some industry voices have reportedly been grumbling about the many restrictions on the money with others pointing out that the most successful projects historically have had limited instead of broader objectives.The new law has $39 billion earmarked for semiconductor manufacturers; the application process opened this past week. An additional $11 billion is set to go to companies as well as universities and others for chip research and design beginning later this year. The law also includes an investment tax credit of up to 25% towards a manufacturer’s capital expenditures.‘We're already a hub’Another point made by those who have a stake: these hubs already exist. Thus, they hope the money from Washington will primarily service as an amplifier—not only focus on new development.For example: In a Yahoo Finance Live interview this week, Sen. Mark Kelly (D-AZ) noted “we're already a hub for semiconductor manufacturing in the United States, this is just going to expand dramatically because of this legislation.”Intel (INTC) already has a strong presence in Kelly's state with 12,000 employees and Taiwan Semiconductor Manufacturing Company (TSMC) recently announced plans there as well. For Kelly, a key point of the money is to help develop other companies around Intel and TSMC to help supply the giant fabrication plants to come with equipment, raw materials, and innovation in the years ahead.It's a similar situation about 2,500 miles away in upstate New York. IBM (IBM) and Micron (MU) are two of the big companies there. There has been years of semiconductor development in the region, which is also seen as a frontrunner for government money.But again, an official there is quick to point out that this area is far from starting from scratch with government money likely to boost what is already there. “Today, I'm talking with you from Albany NanoTech,” said Mukesh Khare, an IBM vice president, in an interview this week. Khare was also recently named to an Industrial Advisory Committee that is advising the Commerce department on the deployment of the law.The Albany Nanotech Complex is a public private partnership that has been growing for decades and was completed in 2015 as a host for a range of companies focused on semiconductor research at the SUNY Polytechnic Institute.Albany’s existing cluster makes good business sense, said Khare, and currently “serves the needs of companies who are here but expanding — with investment from places like CHIPS Act, the state, as well as private companies — will really have a multiplication effect.”The research facilties in New York could be paired with burgeoning manufacturing efforts. IBM recently announced a $20 billion manufacturing plan in nearby Poughkeepsie, N.Y. During an October visit, President Biden took credit for the expansion saying the CHIPs and Science act is “a law that’s going to build the future and a proud, proud legacy not only for IBM, but for the country.”In addition, Micron recently announced plans to invest up to $100 billion over the coming decades in Syracuse N.Y.But Biden officials have repeatedly promised that no company or region is a shoo-in for the money. “The way that we've structured this and what we've been conveying to potential applicants throughout this process is that their expectation shouldn't be that we're giving a nod to any one area just simply because it already has a fab,” Deputy Secretary Graves said.Commerce Secretary Gina Raimondo added “I expect there will be many disappointed companies\" and that her primary lens here \"is the achievement of our national security goals.”Aiming for ‘a win-win situation’The clusters to come will need to strike a balance between the financial imperatives of the semi-conductor sector and the Biden administration's larger policy goals.In addition to economic development, the Commerce department has stressed that as a condition of applying for the money, companies will have to provide detailed financial information, not engage in stock buybacks with the money they get—and provide detailed workforce development plans down to the level of the childcare facilities they will provide.In a recent Yahoo Finance Live interview, Secretary Raimondo defended the restrictions and said that her goal is not to impose overly burdensome requirements. “We want to work in partnership with these companies.\"Advocates of the multi-pronged goals said that the incentives can be aligned so that it’s beneficial to both the private and public sectors. Speaking of the childcare provisions this week, Sen. Kelly argued “This is a win-win situation, it helps families in Arizona and in other states that are going to have these companies there, but at the same time it helps the employer.”As for the timeline ahead, a Commerce official said the first awards will likely be for big fabrication plants - i.e. the anchors of the clusters to come. Deputy Secretary Graves said “we're hopeful that we'll be able to make our first awards by the end of the year, but it's going to depend on whether we get these strong, strategic-thinking applications.”IBM’s Khare added his praise of the government’s rollout so far and notes that, of course, \"we all want it to be much faster than where we are but, that said, it's a process and it needs to be fair and transparent and accountable so we are here to help.”","news_type":1,"symbols_score_info":{"MU":0.9,"IBM":1,"INTC":1,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":2593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940200492,"gmtCreate":1677904235817,"gmtModify":1677904239220,"author":{"id":"4089979733763570","authorId":"4089979733763570","name":"虎威将","avatar":"https://community-static.tradeup.com/news/94247cded0599cf03bb51e1cae047775","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089979733763570","idStr":"4089979733763570"},"themes":[],"htmlText":"Ok ok ","listText":"Ok ok ","text":"Ok ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940200492","repostId":"1104409079","repostType":2,"repost":{"id":"1104409079","kind":"news","pubTimestamp":1677893565,"share":"https://ttm.financial/m/news/1104409079?lang=&edition=fundamental","pubTime":"2023-03-04 09:32","market":"us","language":"en","title":"C3.ai, Samsara, Zscaler, First Solar, Apple, and More Stock Market Movers Today","url":"https://stock-news.laohu8.com/highlight/detail?id=1104409079","media":"MarketWatch","summary":"Stocks were higher Friday, as investors shrugged off stronger-than-expected service data and interes","content":"<html><head></head><body><p>Stocks were higher Friday, as investors shrugged off stronger-than-expected service data and interest rate hike concerns.</p><p>These stocks made moves Friday:</p><p>C3.ai(AI), the artificial intelligence software company, posted better-than-expected fiscal third-quarter results, with the stock surging 34%.</p><p>Samsara(IOT) shares jumped 16% after an analyst at Goldman Sachs upgraded the physical-asset-tracking company’s stock to Buy from Neutral. Samsarareported that fiscal fourth-quarter revenue rose 48%.</p><p>Zscaler(ZS), the cybersecurity company, raised its revenue forecast for the fiscal year and announced it was it cutting its global workforce by 3%, or about 150 positions. The stock declined by 11% after the company said it expects billings to slow sequentially in the current fiscal third quarter.</p><p>First Solar(FSLR) shares were upgraded to Buy from Neutral by a UBS analyst. The stock gained 6%.</p><p>Broadcom(AVGO) reported fiscal first-quarter earnings that topped analysts’ estimates and the semiconductor and software company issued a revenue forecast for the second quarter that also was higher than Wall Street consensus. The stock rose 5.7%.</p><p>Marvell Technology(MRVL) fell 4.7% after its fiscal first-quarter adjusted earnings and revenue forecast missed analysts’ estimates. The chip company said “inventory corrections and resulting changes in product mix” impacted its guidance.</p><p>Victoria’s Secret(VSCO) declined 5.2% after the lingerie-maker said it expects sales in the fiscal first quarter to fall more than analysts’ had anticipated, and adjusted earnings that will come up shy of Wall Street forecasts.</p><p>Apple(AAPL) gained 3.5% after an analyst at Morgan Stanley raised his price target on the stock to $180 from $175 and reaffirmed it as a “top pick.”</p><p>Nordstrom(JWN), the upscale department-store chain, reported weaker-than-expected fourth-quarter sales and its forecasts for the current fiscal year disappointed. Nordstrom also said it would end its business in Canada. Shares gained 2.4%.</p><p>Costco Wholesale(COST) reported fiscal second-quarter earnings that beat expectations, but revenue was lower than projected. Shares fell 2.2%.</p><p>ChargePoint Holdings(CHPT) reported a fourth-quarter loss that was wider than analysts expected and sales that missed estimates. The stock slid 1.6%.</p></body></html>","source":"lsy1604288433698","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>C3.ai, Samsara, Zscaler, First Solar, Apple, and More Stock Market Movers Today</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\">\nC3.ai, Samsara, Zscaler, First Solar, Apple, and More Stock Market Movers Today\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-04 09:32 GMT+8 <a href=https://www.marketwatch.com/articles/stock-market-movers-a041f3a5?mod=barrons-on-marketwatch><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks were higher Friday, as investors shrugged off stronger-than-expected service data and interest rate hike concerns.These stocks made moves Friday:C3.ai(AI), the artificial intelligence software ...</p>\n\n<a href=\"https://www.marketwatch.com/articles/stock-market-movers-a041f3a5?mod=barrons-on-marketwatch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","JWN":"诺德斯特龙","AI":"C3.ai, Inc.","AVGO":"博通","MRVL":"迈威尔科技","COST":"好市多","VSCO":"维多利亚的秘密","IOT":"Samsara, Inc.","ZS":"Zscaler Inc.","CHPT":"ChargePoint Holdings Inc.","FSLR":"第一太阳能"},"source_url":"https://www.marketwatch.com/articles/stock-market-movers-a041f3a5?mod=barrons-on-marketwatch","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104409079","content_text":"Stocks were higher Friday, as investors shrugged off stronger-than-expected service data and interest rate hike concerns.These stocks made moves Friday:C3.ai(AI), the artificial intelligence software company, posted better-than-expected fiscal third-quarter results, with the stock surging 34%.Samsara(IOT) shares jumped 16% after an analyst at Goldman Sachs upgraded the physical-asset-tracking company’s stock to Buy from Neutral. Samsarareported that fiscal fourth-quarter revenue rose 48%.Zscaler(ZS), the cybersecurity company, raised its revenue forecast for the fiscal year and announced it was it cutting its global workforce by 3%, or about 150 positions. The stock declined by 11% after the company said it expects billings to slow sequentially in the current fiscal third quarter.First Solar(FSLR) shares were upgraded to Buy from Neutral by a UBS analyst. The stock gained 6%.Broadcom(AVGO) reported fiscal first-quarter earnings that topped analysts’ estimates and the semiconductor and software company issued a revenue forecast for the second quarter that also was higher than Wall Street consensus. The stock rose 5.7%.Marvell Technology(MRVL) fell 4.7% after its fiscal first-quarter adjusted earnings and revenue forecast missed analysts’ estimates. The chip company said “inventory corrections and resulting changes in product mix” impacted its guidance.Victoria’s Secret(VSCO) declined 5.2% after the lingerie-maker said it expects sales in the fiscal first quarter to fall more than analysts’ had anticipated, and adjusted earnings that will come up shy of Wall Street forecasts.Apple(AAPL) gained 3.5% after an analyst at Morgan Stanley raised his price target on the stock to $180 from $175 and reaffirmed it as a “top pick.”Nordstrom(JWN), the upscale department-store chain, reported weaker-than-expected fourth-quarter sales and its forecasts for the current fiscal year disappointed. Nordstrom also said it would end its business in Canada. Shares gained 2.4%.Costco Wholesale(COST) reported fiscal second-quarter earnings that beat expectations, but revenue was lower than projected. Shares fell 2.2%.ChargePoint Holdings(CHPT) reported a fourth-quarter loss that was wider than analysts expected and sales that missed estimates. The stock slid 1.6%.","news_type":1,"symbols_score_info":{"JWN":0.9,"ZS":0.9,"AVGO":0.9,"COST":0.9,"VSCO":0.9,"CHPT":0.9,"MRVL":0.9,"IOT":0.9,"FSLR":0.9,"AAPL":0.9,"AI":0.9}},"isVote":1,"tweetType":1,"viewCount":2363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940200572,"gmtCreate":1677904222096,"gmtModify":1677904225879,"author":{"id":"4089979733763570","authorId":"4089979733763570","name":"虎威将","avatar":"https://community-static.tradeup.com/news/94247cded0599cf03bb51e1cae047775","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089979733763570","idStr":"4089979733763570"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940200572","repostId":"2316842811","repostType":2,"isVote":1,"tweetType":1,"viewCount":2831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}