Profile - To The Moon

HJKJ

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- HJKJHJKJ
  ·05-14
  That's how they wee hyping PLTR I am still 50 50 in if I should buy or not
  Jefferies Wants Investors to Buy Nvidia Stock on the Dip
  All eyes are on Nvidia as the company prepares for its Q1 report. Despite the recent dip, almost everyone seems optimistic that shares are destined to bounce back post-earnings. Jefferies also has good reason to be optimistic about the future of chip stocks, as demand is expected to keep rising. With demand for AI products and components still heating up, NVDA stock is poised to lead the charge higher.
  Jefferies Wants Investors to Buy Nvidia Stock on the Dip
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- HJKJHJKJ
  ·05-08
  Well they can come to USA because the Govt is anti America. Over 20 M illegals have come in, pretty much the equivalent of Australian population and they all get housing, food, healthcare, education etc and nothing for the tax payers
  Sorry, this post has been deleted
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- HJKJHJKJ
  ·05-06
  Jobs are still being outsourced, illegals being hired and H1B workers coming in by hundreds of thousands. In all 3 scenarios the funds are going overseas instead of staying in USA to prop up the economy.
  Why the Fed Is Right to Bide Its Time on Rate Moves
  If you want to know the trouble with a balanced outlook, ask a tightrope walker.
  Why the Fed Is Right to Bide Its Time on Rate Moves
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- HJKJHJKJ
  ·04-25
  Problem is OUTSOURCING + AUTOMATION If nothing is spent in the country or people don't have work then businesses will not grow or spend money on advertising. It's Economics 101 ie trickle down economy where everything is interconnected. Wall Street is screwing itself now and wants CHEAP MONEY to inflate books to pay CEOs or fire employees for MORE EFFICIENCY
  Meta's Miss Sparks Fear in Tech World With More Earnings Ahead
  Those concerns weighed on the shares of Nvidia Corp., the biggest beneficiary of spending on AI computing. The stock fell 1.65%. Other chipmakers including Micron Technology Inc. and Advanced Micro Devices Inc. also dropped.Server makers Super Micro Computer Inc. and Dell Technologies Inc. fell more than 3%, while software maker Palantir Technologies Inc. dropped 2%.Elsewhere in technology, International Business Machines Corp. and software maker ServiceNow Inc. added to the gloom as their share
  Meta's Miss Sparks Fear in Tech World With More Earnings Ahead
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- HJKJHJKJ
  ·04-25
  Time to outsource, fire employees instead of working on new sales revenues or increasing the volume. That's the issue at core with all the CEOs and management at every corporation. Not to mention the political side of things, election interference etc
  Meta Shares Tumble over 15% After Revenue Forecast Disappoints
  Capital expenditures will be higher than initially expectedMeta’s revenue forecast slightly lower than anticipatedMeta Platforms Inc. increased its spending estimates for the year and projected second
  Meta Shares Tumble over 15% After Revenue Forecast Disappoints
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- HJKJHJKJ
  ·04-23
  Why they rallied? There has been a sell off, profit taking. Now time to buy the dip. What else would institutions and individuals buy? No one believes in a penny stock
  Why Nvidia, Arm Holdings, and Other AI Stocks Rallied on Monday
  Rome wasn't built in a day, and the AI revolution will take years to come to fruition.
  Why Nvidia, Arm Holdings, and Other AI Stocks Rallied on Monday
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- HJKJHJKJ
  ·04-20
  A bigger problem is that these CEOs start doing cost cutting by firing thousands and employing overseas. The money that employed people spend in economy indirectly grows the very same companies that are firing them. So if the feel that future sales aren't looking good then these CEOs need 101 Economy lesson
  BIG TECH WEEKLY | The Only Way To Survive This Earning Season Is?
  @MaverickWealthBuilder：
  Big-Tech’s PerformanceRisk-off mode on, with big-techs hit first. Strong earnings does not guarantee a strong surge, macro data brings greater pressure to the market, the Fedes maintain hawkish, combined with the Israel-Iran war, the upcoming technology stock earnings season will also not be optimistic. As of the close on April 18, all big-techs experienced a pullback, with the worst performers being $Tesla Motors(TSLA)$ at -14.13%, followed by $NVIDIA Corp(NVDA)$ at -6.56%, $Microsoft(MSFT)$ at -5.53%, $Apple(AAPL)$ at -4.57%, $Amazon.com(AMZN)$ at -5.2%,
  BIG TECH WEEKLY | The Only Way To Survive This Earning Season Is?
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- HJKJHJKJ
  ·04-11
  The stock market has different entry points for everyone. Palantir is a fake hype so people think they will become millionaires in no time but the REAL beneficiaries are always the ones who control the PR to create the hype For eg CVNA is another one. They have not much genuine sales, multiple class action lawsuits but article after article keeps hyping it
  Is Palantir Stock’s AI-Fueled Rally a Sustainable Surge or Short-Lived Hype?
  Palantir stock has certainly seen an impressive surge over the past year. But is PLTR still the best way to play the surge in AI?
  Is Palantir Stock’s AI-Fueled Rally a Sustainable Surge or Short-Lived Hype?
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- HJKJHJKJ
  ·04-08
  Tsla has strong competition, Musk's Twitter purchase has turned Dems against him, no new improvements are being made to EVs, no solid state battery plans at Tsla, demand for EVs is not there
  Tesla’s Market Story Is About Growth. That’s Now in Question
  ‘Shares could fall much further still,’ JPMorgan saysAbout 76% of valuation pinned to future growth, DataTrek findsTesla's production in Gruenheide, Germany. Shockingly low quarterly sales figures from Tesla Inc. this week are raising a fundamental question for investors: If the days of breakneck growth are over, what are the shares of Elon Musk’s company really worth?
  Tesla’s Market Story Is About Growth. That’s Now in Question
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- HJKJHJKJ
  ·04-07
  Ppl want to put money somewhere. If it's not the trending stocks then where else? The risk is even higher elsewhere.
  History Says Magnificent Companies Can Become Disappointing Stocks. Is Nvidia Next?
  The GPU leader is an investor darling today, but Wall Street history suggests you use caution when considering a buy.
  History Says Magnificent Companies Can Become Disappointing Stocks. Is Nvidia Next?
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Company: TTMF Limited. Tech supported by Xiangshang Yixin.

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Despite the recent dip, almost everyone seems optimistic that shares are destined to bounce back post-earnings. Jefferies also has good reason to be optimistic about the future of chip stocks, as demand is expected to keep rising. With demand for AI products and components still heating up, NVDA stock is poised to lead the charge higher.","content":"<html><head></head><body><ul style=\"\"><li><p>Wall Street firms are as bullish as ever on <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> stock.</p></li><li><p>Jefferies in particular thinks chip stocks are about to surge.</p></li><li><p>The firm expects NVDA stock to lead the way in the next chip stock rally.</p></li></ul><p>One Wall Street institution believes chip stocks are in for another massive rally. Analysts at Jefferies are offering coverage on multiple semiconductor producers, including Nvidia. While NVDA stock has recently been on a dip, Jefferies sees this as a key opportunity for investors before the next phase of the artificial intelligence (AI) boom.</p><p style=\"text-align: start;\">Nvidia isn’t the only chip stock that the Wall Street bank expects big things from in the coming quarters. However, <em>Street Insider</em> reports that Nvidia boasts the title of being Jefferies’ “favorite” chip stock. This bodes well for NVDA as the Silicon Valley breakout sensation looks to maintain its dominance over the sector.</p><p>NVDA stock hasn’t fallen by too much, down only 0.5% in the last five days. What’s more, as investors already know, Nvidia hasn’t stayed down for long since the advent of ChatGPT and the AI gold rush. Therefore, any dip is likely an opportunity to double down on shares before they rise again.</p><h2 id=\"id_3465803820\" style=\"text-align: start;\">What’s Happening With NVDA Stock?</h2><p style=\"text-align: start;\">NVDA stock started the day by falling. However, with positive sentiment from Wall Street and shares back up 0.58% on Monday, Jefferies’ predictions are looking more and more correct. Indeed, analysts at the firm expect a “strong ramp for the GB200 NVL 36/72, which includes NVDA Arm based CPUs and more networking.” Analyst Blayne Curtis maintains a “buy” rating for Nvidia and a bullish price target of $1,200, implying upside potential of more than 30%.</p><p style=\"text-align: start;\">It makes sense that enthusiasm for Nvidia would be climbing, as the company is getting ready to report first-quarter earnings. Many experts expect the May 22 report to send shares higher, including <em>InvestorPlace’s</em> Louis Navellier. Indeed, Navellier sees the report as a likely tailwind, even if Nvidia does not match previous blowout quarters.</p><p>Other Wall Street banks are even more bullish on NVDA stock. HSBC analyst Frank Lee has a $1,350 price target, implying upside potential of around 50%. Lee noted the following:</p><blockquote><p><em>“We believe Nvidia will continue to demonstrate its strong pricing power via its NVL36/NVL72 server rack system and GB200 platform, which will once again surprise the market on the upside in [fiscal year 2026].”</em></p></blockquote><p style=\"text-align: start;\">On TipRanks, Nvidia holds a strong buy consensus rating based on 41 opinions. That breaks down to 39 buys, two holds and no sell ratings.</p><h2 id=\"id_3974177000\" style=\"text-align: start;\">What Comes Next?</h2><p style=\"text-align: start;\">All eyes are on Nvidia as the company prepares for its Q1 report. Despite the recent dip, almost everyone seems optimistic that shares are destined to bounce back post-earnings. Jefferies also has good reason to be optimistic about the future of chip stocks, as demand is expected to keep rising. With demand for AI products and components still heating up, NVDA stock is poised to lead the charge higher.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jefferies Wants Investors to Buy Nvidia Stock on the Dip</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\">\nJefferies Wants Investors to Buy Nvidia Stock on the Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-14 13:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/05/jefferies-wants-investors-to-buy-nvidia-nvda-stock-on-the-dip/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wall Street firms are as bullish as ever on Nvidia stock.Jefferies in particular thinks chip stocks are about to surge.The firm expects NVDA stock to lead the way in the next chip stock rally.One Wall...</p>\n\n<a href=\"https://investorplace.com/2024/05/jefferies-wants-investors-to-buy-nvidia-nvda-stock-on-the-dip/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://investorplace.com/2024/05/jefferies-wants-investors-to-buy-nvidia-nvda-stock-on-the-dip/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188712270","content_text":"Wall Street firms are as bullish as ever on Nvidia stock.Jefferies in particular thinks chip stocks are about to surge.The firm expects NVDA stock to lead the way in the next chip stock rally.One Wall Street institution believes chip stocks are in for another massive rally. Analysts at Jefferies are offering coverage on multiple semiconductor producers, including Nvidia. While NVDA stock has recently been on a dip, Jefferies sees this as a key opportunity for investors before the next phase of the artificial intelligence (AI) boom.Nvidia isn’t the only chip stock that the Wall Street bank expects big things from in the coming quarters. However, Street Insider reports that Nvidia boasts the title of being Jefferies’ “favorite” chip stock. This bodes well for NVDA as the Silicon Valley breakout sensation looks to maintain its dominance over the sector.NVDA stock hasn’t fallen by too much, down only 0.5% in the last five days. What’s more, as investors already know, Nvidia hasn’t stayed down for long since the advent of ChatGPT and the AI gold rush. Therefore, any dip is likely an opportunity to double down on shares before they rise again.What’s Happening With NVDA Stock?NVDA stock started the day by falling. However, with positive sentiment from Wall Street and shares back up 0.58% on Monday, Jefferies’ predictions are looking more and more correct. Indeed, analysts at the firm expect a “strong ramp for the GB200 NVL 36/72, which includes NVDA Arm based CPUs and more networking.” Analyst Blayne Curtis maintains a “buy” rating for Nvidia and a bullish price target of $1,200, implying upside potential of more than 30%.It makes sense that enthusiasm for Nvidia would be climbing, as the company is getting ready to report first-quarter earnings. Many experts expect the May 22 report to send shares higher, including InvestorPlace’s Louis Navellier. Indeed, Navellier sees the report as a likely tailwind, even if Nvidia does not match previous blowout quarters.Other Wall Street banks are even more bullish on NVDA stock. HSBC analyst Frank Lee has a $1,350 price target, implying upside potential of around 50%. Lee noted the following:“We believe Nvidia will continue to demonstrate its strong pricing power via its NVL36/NVL72 server rack system and GB200 platform, which will once again surprise the market on the upside in [fiscal year 2026].”On TipRanks, Nvidia holds a strong buy consensus rating based on 41 opinions. That breaks down to 39 buys, two holds and no sell ratings.What Comes Next?All eyes are on Nvidia as the company prepares for its Q1 report. Despite the recent dip, almost everyone seems optimistic that shares are destined to bounce back post-earnings. Jefferies also has good reason to be optimistic about the future of chip stocks, as demand is expected to keep rising. With demand for AI products and components still heating up, NVDA stock is poised to lead the charge higher.","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":303622168354992,"gmtCreate":1715146765841,"gmtModify":1715146770533,"author":{"id":"4159389029106972","authorId":"4159389029106972","name":"HJKJ","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Well they can come to USA because the Govt is anti America. Over 20 M illegals have come in, pretty much the equivalent of Australian population and they all get housing, food, healthcare, education etc and nothing for the tax payers&nbsp;","listText":"Well they can come to USA because the Govt is anti America. Over 20 M illegals have come in, pretty much the equivalent of Australian population and they all get housing, food, healthcare, education etc and nothing for the tax payers&nbsp;","text":"Well they can come to USA because the Govt is anti America. Over 20 M illegals have come in, pretty much the equivalent of Australian population and they all get housing, food, healthcare, education etc and nothing for the tax payers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303622168354992","repostId":"2433757245","repostType":2,"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":302937919627328,"gmtCreate":1714978976162,"gmtModify":1714978980096,"author":{"id":"4159389029106972","authorId":"4159389029106972","name":"HJKJ","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Jobs are still being outsourced, illegals being hired and H1B workers coming in by hundreds of thousands. In all 3 scenarios the funds are going overseas instead of staying in USA to prop up the economy.&nbsp;","listText":"Jobs are still being outsourced, illegals being hired and H1B workers coming in by hundreds of thousands. In all 3 scenarios the funds are going overseas instead of staying in USA to prop up the economy.&nbsp;","text":"Jobs are still being outsourced, illegals being hired and H1B workers coming in by hundreds of thousands. In all 3 scenarios the funds are going overseas instead of staying in USA to prop up the economy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/302937919627328","repostId":"2433985074","repostType":4,"repost":{"id":"2433985074","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":1714978800,"share":"https://www.laohu8.com/m/news/2433985074?lang=&edition=full","pubTime":"2024-05-06 15:00","market":"us","language":"en","title":"Why the Fed Is Right to Bide Its Time on Rate Moves","url":"https://stock-news.laohu8.com/highlight/detail?id=2433985074","media":"Dow Jones","summary":"If you want to know the trouble with a balanced outlook, ask a tightrope walker.","content":"<html><head></head><body><p>If you want to know the trouble with a balanced outlook, ask a tightrope walker.</p><p style=\"text-align: start;\">The Federal Reserve has finally reached the stage of being balanced between whether interest rates are too high or too low. Unfortunately, it’s a precarious balance, with exceptionally weak evidence that rates are in the right place. They might be too low or too high, but it will be hard to stay balanced for long.</p><p>Last week, Federal Reserve Chair Jerome Powell said a rate increase was “unlikely,” giving markets what they wanted to hear. He also retreated a bit from his previous pivot toward rate cuts, saying the Fed would first need to be confident that inflation was heading back to target—which it hasn’t been recently.</p><p>Powell thinks interest rates are restrictive, that they are slowing the economy and thus should be contributing to reducing inflation. The problem is there is also lots of evidence that they are not. Start with the signs in the Fed’s favor, that monetary policy is indeed putting a squeeze on growth.</p><p><strong>Labor:</strong> Jobs are far less plentiful than they were. While there are still more vacancies being advertised than before the pandemic, workers are much less likely to quit their jobs. Consumers report jobs are harder to find, and small employers have slashed hiring plans.</p><p>Friday’s payrolls figures showed the second-lowest monthly number of new jobs since October, and the rise in hourly earnings was small.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/06f46927fb914acc02cb6faac3110116\" tg-width=\"738\" tg-height=\"515\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ccc9a2bb579e327139b62d67c6436e53\" tg-width=\"733\" tg-height=\"517\"/></p><p><strong>Credit:</strong> More consumers and companies are struggling to cope with the interest burden on their debts. More than 3% of borrowers failed to pay their credit-card bills on time in the fourth quarter of last year, the highest delinquency rate since 2011, and double the low reached three years ago. Young and poor borrowers who took out loans to buy a car or truck are also getting into trouble more often than before the pandemic.</p><p style=\"text-align: start;\">Something similar is going on with companies: Those closest to the edge are at much greater risk of tipping into bankruptcy than normal—even as profit margins for the biggest companies remain high.</p><p style=\"text-align: start;\">This shows up as a higher proportion of the worst-rated junk bonds trading at prices more deeply distressed than at any time outside of a recession, according to Viktor Hjort at BNP Paribas. The deep distress of the worst-hit contrasts with a lack of stress in the wider junk-bond market.</p><p><strong>Money:</strong> The Fed’s tightening has coincided with a collapse in the money supply, something the monetarist school of economics thinks should lead to lower inflation. The broadest measure of the money supply, known as M2, has fallen year-over-year for 16 months. This is something it had never before done in data back to 1960.</p><p>The trouble is that, if monetary policy is so tight, why isn’t it showing up in broader financial measures?</p><p>An economy beset with problems shouldn’t have the S&amp;P 500 stock index trading at just 2.4% below its all-time high. It shouldn’t have implied volatility, as measured by the Cboe Volatility Index, or VIX, at boom-time levels of 14. And it shouldn’t have junk bonds paying around the smallest amount of extra yield above safe Treasurys of the past 30 years.</p><p><strong>Tight Policy Isn&#39;t Restricting Markets</strong></p><p>Junk bonds yield about the same amount over safe Treasurys as they did before rate rises began.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fa0bc576d186b5dc464b8c844a52c70c\" tg-width=\"721\" tg-height=\"459\"/></p><p>If the Fed is right that financial conditions are tight, the markets are wrong.</p><p style=\"text-align: start;\">How could that be? On jobs, maybe employers weren’t put off from hiring by high rates. Maybe it was the massive immigration of the past three years combined with people coming back into the workforce that allowed jobs to be filled and wage pressures to be reduced.</p><p style=\"text-align: start;\">Economist Dario Perkins at TS Lombard points out that postpandemic normalization also helped. The biggest drops in vacancy rates occurred in sectors such as transport and health that had the biggest postpandemic recruitment problems.</p><p style=\"text-align: start;\">Credit trouble is obviously being caused by the Fed’s rate rises, but it is far from obvious that it is widespread enough—yet—to slow the economy. Companies with low-income customers have suffered, but consumer spending as a whole is strong. In fact, personal-consumption spending rose in March at the fastest pace since January last year.</p><p style=\"text-align: start;\">Rate increases are meant to crimp demand, but haven’t. Similarly, corporate capital spending is elevated. While planned spending has dropped back sharply from peak levels, it is picking up again.</p><p style=\"text-align: start;\">The money supply isn’t obviously holding back the economy, either.</p><p style=\"text-align: start;\">Monetarists think the shrinking of the money supply shows a slowdown to come, and it might. But mainstream economics gave up tracking the money supply decades ago because it was such a poor predictor.</p><p>Even true believers ought to be concerned that perhaps year-over-year change is less relevant after the huge spike in deposits caused by pandemic-era handouts. On top of that, broad money has been rising again since October.</p><p style=\"text-align: start;\">The problem is that both sides have a good case, which is why I keep writing about the two-speed economy. If enough people or companies struggle with higher rates—or see that they might—it would bring down consumer demand and slow inflation, and perhaps cause a recession.</p><p style=\"text-align: start;\">But, for now, enough consumers and big businesses are thriving, and demand could stay robust and perhaps push inflation higher. I can see why the Fed wants to wait and see how these conflicting pressures play out before deciding if it needs to raise or cut rates.</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>Why the Fed Is Right to Bide Its Time on Rate Moves</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\">\nWhy the Fed Is Right to Bide Its Time on Rate Moves\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\">2024-05-06 15:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>If you want to know the trouble with a balanced outlook, ask a tightrope walker.</p><p style=\"text-align: start;\">The Federal Reserve has finally reached the stage of being balanced between whether interest rates are too high or too low. Unfortunately, it’s a precarious balance, with exceptionally weak evidence that rates are in the right place. They might be too low or too high, but it will be hard to stay balanced for long.</p><p>Last week, Federal Reserve Chair Jerome Powell said a rate increase was “unlikely,” giving markets what they wanted to hear. He also retreated a bit from his previous pivot toward rate cuts, saying the Fed would first need to be confident that inflation was heading back to target—which it hasn’t been recently.</p><p>Powell thinks interest rates are restrictive, that they are slowing the economy and thus should be contributing to reducing inflation. The problem is there is also lots of evidence that they are not. Start with the signs in the Fed’s favor, that monetary policy is indeed putting a squeeze on growth.</p><p><strong>Labor:</strong> Jobs are far less plentiful than they were. While there are still more vacancies being advertised than before the pandemic, workers are much less likely to quit their jobs. Consumers report jobs are harder to find, and small employers have slashed hiring plans.</p><p>Friday’s payrolls figures showed the second-lowest monthly number of new jobs since October, and the rise in hourly earnings was small.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/06f46927fb914acc02cb6faac3110116\" tg-width=\"738\" tg-height=\"515\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ccc9a2bb579e327139b62d67c6436e53\" tg-width=\"733\" tg-height=\"517\"/></p><p><strong>Credit:</strong> More consumers and companies are struggling to cope with the interest burden on their debts. More than 3% of borrowers failed to pay their credit-card bills on time in the fourth quarter of last year, the highest delinquency rate since 2011, and double the low reached three years ago. Young and poor borrowers who took out loans to buy a car or truck are also getting into trouble more often than before the pandemic.</p><p style=\"text-align: start;\">Something similar is going on with companies: Those closest to the edge are at much greater risk of tipping into bankruptcy than normal—even as profit margins for the biggest companies remain high.</p><p style=\"text-align: start;\">This shows up as a higher proportion of the worst-rated junk bonds trading at prices more deeply distressed than at any time outside of a recession, according to Viktor Hjort at BNP Paribas. The deep distress of the worst-hit contrasts with a lack of stress in the wider junk-bond market.</p><p><strong>Money:</strong> The Fed’s tightening has coincided with a collapse in the money supply, something the monetarist school of economics thinks should lead to lower inflation. The broadest measure of the money supply, known as M2, has fallen year-over-year for 16 months. This is something it had never before done in data back to 1960.</p><p>The trouble is that, if monetary policy is so tight, why isn’t it showing up in broader financial measures?</p><p>An economy beset with problems shouldn’t have the S&amp;P 500 stock index trading at just 2.4% below its all-time high. It shouldn’t have implied volatility, as measured by the Cboe Volatility Index, or VIX, at boom-time levels of 14. And it shouldn’t have junk bonds paying around the smallest amount of extra yield above safe Treasurys of the past 30 years.</p><p><strong>Tight Policy Isn&#39;t Restricting Markets</strong></p><p>Junk bonds yield about the same amount over safe Treasurys as they did before rate rises began.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/fa0bc576d186b5dc464b8c844a52c70c\" tg-width=\"721\" tg-height=\"459\"/></p><p>If the Fed is right that financial conditions are tight, the markets are wrong.</p><p style=\"text-align: start;\">How could that be? On jobs, maybe employers weren’t put off from hiring by high rates. Maybe it was the massive immigration of the past three years combined with people coming back into the workforce that allowed jobs to be filled and wage pressures to be reduced.</p><p style=\"text-align: start;\">Economist Dario Perkins at TS Lombard points out that postpandemic normalization also helped. The biggest drops in vacancy rates occurred in sectors such as transport and health that had the biggest postpandemic recruitment problems.</p><p style=\"text-align: start;\">Credit trouble is obviously being caused by the Fed’s rate rises, but it is far from obvious that it is widespread enough—yet—to slow the economy. Companies with low-income customers have suffered, but consumer spending as a whole is strong. In fact, personal-consumption spending rose in March at the fastest pace since January last year.</p><p style=\"text-align: start;\">Rate increases are meant to crimp demand, but haven’t. Similarly, corporate capital spending is elevated. While planned spending has dropped back sharply from peak levels, it is picking up again.</p><p style=\"text-align: start;\">The money supply isn’t obviously holding back the economy, either.</p><p style=\"text-align: start;\">Monetarists think the shrinking of the money supply shows a slowdown to come, and it might. But mainstream economics gave up tracking the money supply decades ago because it was such a poor predictor.</p><p>Even true believers ought to be concerned that perhaps year-over-year change is less relevant after the huge spike in deposits caused by pandemic-era handouts. On top of that, broad money has been rising again since October.</p><p style=\"text-align: start;\">The problem is that both sides have a good case, which is why I keep writing about the two-speed economy. If enough people or companies struggle with higher rates—or see that they might—it would bring down consumer demand and slow inflation, and perhaps cause a recession.</p><p style=\"text-align: start;\">But, for now, enough consumers and big businesses are thriving, and demand could stay robust and perhaps push inflation higher. I can see why the Fed wants to wait and see how these conflicting pressures play out before deciding if it needs to raise or cut rates.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2433985074","content_text":"If you want to know the trouble with a balanced outlook, ask a tightrope walker.The Federal Reserve has finally reached the stage of being balanced between whether interest rates are too high or too low. Unfortunately, it’s a precarious balance, with exceptionally weak evidence that rates are in the right place. They might be too low or too high, but it will be hard to stay balanced for long.Last week, Federal Reserve Chair Jerome Powell said a rate increase was “unlikely,” giving markets what they wanted to hear. He also retreated a bit from his previous pivot toward rate cuts, saying the Fed would first need to be confident that inflation was heading back to target—which it hasn’t been recently.Powell thinks interest rates are restrictive, that they are slowing the economy and thus should be contributing to reducing inflation. The problem is there is also lots of evidence that they are not. Start with the signs in the Fed’s favor, that monetary policy is indeed putting a squeeze on growth.Labor: Jobs are far less plentiful than they were. While there are still more vacancies being advertised than before the pandemic, workers are much less likely to quit their jobs. Consumers report jobs are harder to find, and small employers have slashed hiring plans.Friday’s payrolls figures showed the second-lowest monthly number of new jobs since October, and the rise in hourly earnings was small.Credit: More consumers and companies are struggling to cope with the interest burden on their debts. More than 3% of borrowers failed to pay their credit-card bills on time in the fourth quarter of last year, the highest delinquency rate since 2011, and double the low reached three years ago. Young and poor borrowers who took out loans to buy a car or truck are also getting into trouble more often than before the pandemic.Something similar is going on with companies: Those closest to the edge are at much greater risk of tipping into bankruptcy than normal—even as profit margins for the biggest companies remain high.This shows up as a higher proportion of the worst-rated junk bonds trading at prices more deeply distressed than at any time outside of a recession, according to Viktor Hjort at BNP Paribas. The deep distress of the worst-hit contrasts with a lack of stress in the wider junk-bond market.Money: The Fed’s tightening has coincided with a collapse in the money supply, something the monetarist school of economics thinks should lead to lower inflation. The broadest measure of the money supply, known as M2, has fallen year-over-year for 16 months. This is something it had never before done in data back to 1960.The trouble is that, if monetary policy is so tight, why isn’t it showing up in broader financial measures?An economy beset with problems shouldn’t have the S&P 500 stock index trading at just 2.4% below its all-time high. It shouldn’t have implied volatility, as measured by the Cboe Volatility Index, or VIX, at boom-time levels of 14. And it shouldn’t have junk bonds paying around the smallest amount of extra yield above safe Treasurys of the past 30 years.Tight Policy Isn't Restricting MarketsJunk bonds yield about the same amount over safe Treasurys as they did before rate rises began.If the Fed is right that financial conditions are tight, the markets are wrong.How could that be? On jobs, maybe employers weren’t put off from hiring by high rates. Maybe it was the massive immigration of the past three years combined with people coming back into the workforce that allowed jobs to be filled and wage pressures to be reduced.Economist Dario Perkins at TS Lombard points out that postpandemic normalization also helped. The biggest drops in vacancy rates occurred in sectors such as transport and health that had the biggest postpandemic recruitment problems.Credit trouble is obviously being caused by the Fed’s rate rises, but it is far from obvious that it is widespread enough—yet—to slow the economy. Companies with low-income customers have suffered, but consumer spending as a whole is strong. In fact, personal-consumption spending rose in March at the fastest pace since January last year.Rate increases are meant to crimp demand, but haven’t. Similarly, corporate capital spending is elevated. While planned spending has dropped back sharply from peak levels, it is picking up again.The money supply isn’t obviously holding back the economy, either.Monetarists think the shrinking of the money supply shows a slowdown to come, and it might. But mainstream economics gave up tracking the money supply decades ago because it was such a poor predictor.Even true believers ought to be concerned that perhaps year-over-year change is less relevant after the huge spike in deposits caused by pandemic-era handouts. On top of that, broad money has been rising again since October.The problem is that both sides have a good case, which is why I keep writing about the two-speed economy. If enough people or companies struggle with higher rates—or see that they might—it would bring down consumer demand and slow inflation, and perhaps cause a recession.But, for now, enough consumers and big businesses are thriving, and demand could stay robust and perhaps push inflation higher. I can see why the Fed wants to wait and see how these conflicting pressures play out before deciding if it needs to raise or cut rates.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299046495826224,"gmtCreate":1714018060708,"gmtModify":1714018065610,"author":{"id":"4159389029106972","authorId":"4159389029106972","name":"HJKJ","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Problem is OUTSOURCING + AUTOMATION If nothing is spent in the country or people don't have work then businesses will not grow or spend money on advertising. It's Economics 101 ie trickle down economy where everything is interconnected.&nbsp; Wall Street is screwing itself now and wants CHEAP MONEY to inflate books to pay CEOs or fire employees for MORE EFFICIENCY&nbsp;","listText":"Problem is OUTSOURCING + AUTOMATION If nothing is spent in the country or people don't have work then businesses will not grow or spend money on advertising. It's Economics 101 ie trickle down economy where everything is interconnected.&nbsp; Wall Street is screwing itself now and wants CHEAP MONEY to inflate books to pay CEOs or fire employees for MORE EFFICIENCY&nbsp;","text":"Problem is OUTSOURCING + AUTOMATION If nothing is spent in the country or people don't have work then businesses will not grow or spend money on advertising. It's Economics 101 ie trickle down economy where everything is interconnected. Wall Street is screwing itself now and wants CHEAP MONEY to inflate books to pay CEOs or fire employees for MORE EFFICIENCY","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299046495826224","repostId":"1189422876","repostType":4,"repost":{"id":"1189422876","pubTimestamp":1714016382,"share":"https://www.laohu8.com/m/news/1189422876?lang=&edition=full","pubTime":"2024-04-25 11:39","market":"us","language":"en","title":"Meta's Miss Sparks Fear in Tech World With More Earnings Ahead","url":"https://stock-news.laohu8.com/highlight/detail?id=1189422876","media":"Bloomberg","summary":"Those concerns weighed on the shares of Nvidia Corp., the biggest beneficiary of spending on AI computing. The stock fell 1.65%. Other chipmakers including Micron Technology Inc. and Advanced Micro Devices Inc. also dropped.Server makers Super Micro Computer Inc. and Dell Technologies Inc. fell more than 3%, while software maker Palantir Technologies Inc. dropped 2%.Elsewhere in technology, International Business Machines Corp. and software maker ServiceNow Inc. added to the gloom as their share","content":"<html><head></head><body><ul style=\"\"><li><p>Amazon, Alphabet and Microsoft shares slip after Meta report</p></li><li><p>Social media companies also tumble in post-market trading</p></li></ul><p>A disappointing earnings report from Meta Platforms Inc. has technology investors on edge ahead of results from some of the stock market’s biggest and most important companies in the coming days.</p><p style=\"text-align: start;\">Shares of Facebook’s parent were down as much as 15% in after-hours trading and an exchange-traded fund that tracks the tech-heavy Nasdaq 100 Index fell as much as 1% after Meta forecast weaker-than-expected sales in the current quarter while targeting higher capital expenditures.</p><p style=\"text-align: start;\">“While Meta will employ AI in its work, right now it doesn’t seem to be the biggest beneficiary of AI adoption,” said Jack Ablin, chief investment officer at Cresset Wealth Advisors. “The disappointment on the revenue side is overshadowing any optimism about AI. It’s hard to tell what the benefit will be to users, and while AI could ultimately mean some cost savings down the line, that isn’t visible yet.”</p><p>Alphabet Inc., which reports earnings on Thursday along with Microsoft Corp., was among the biggest decliners. Amazon.com Inc., which has results due on April 30, dropped 2.5%. Social media companies Snap Inc. and Pinterest Inc. each fell about 5%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/35b2639beb42277ddbda79df571a35fc\" tg-width=\"462\" tg-height=\"373\"/></p><p style=\"text-align: start;\">Meta’s earnings raise questions that go beyond its specific business to the heart of the broader AI investment thesis, according to analysts at Lynx Equity Strategies.</p><p style=\"text-align: start;\">“For all of this attention on AI, why isn’t the company able to beat June expectations,” Lynx analysts KC Rajkumar and Jahanara Ahmed said. “Is the monetization of gen AI on track with management’s expectations?”</p><p style=\"text-align: start;\">Those concerns weighed on the shares of Nvidia Corp., the biggest beneficiary of spending on AI computing. The stock fell 1.65%. Other chipmakers including Micron Technology Inc. and Advanced Micro Devices Inc. also dropped.</p><p style=\"text-align: start;\">Server makers Super Micro Computer Inc. and Dell Technologies Inc. fell more than 3%, while software maker Palantir Technologies Inc. dropped 2%.</p><p style=\"text-align: start;\">Elsewhere in technology, International Business Machines Corp. and software maker ServiceNow Inc. added to the gloom as their shares slumped 8.5% and 5.5%, respectively, after their own earnings reports.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta's Miss Sparks Fear in Tech World With More Earnings Ahead</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\">\nMeta's Miss Sparks Fear in Tech World With More Earnings Ahead\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-25 11:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-04-24/meta-s-miss-sparks-fear-in-tech-world-with-big-earnings-looming?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon, Alphabet and Microsoft shares slip after Meta reportSocial media companies also tumble in post-market tradingA disappointing earnings report from Meta Platforms Inc. has technology investors ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-04-24/meta-s-miss-sparks-fear-in-tech-world-with-big-earnings-looming?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","META":"Meta Platforms","NVDA":"英伟达","AMZN":"亚马逊","GOOG":"谷歌"},"source_url":"https://www.bloomberg.com/news/articles/2024-04-24/meta-s-miss-sparks-fear-in-tech-world-with-big-earnings-looming?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189422876","content_text":"Amazon, Alphabet and Microsoft shares slip after Meta reportSocial media companies also tumble in post-market tradingA disappointing earnings report from Meta Platforms Inc. has technology investors on edge ahead of results from some of the stock market’s biggest and most important companies in the coming days.Shares of Facebook’s parent were down as much as 15% in after-hours trading and an exchange-traded fund that tracks the tech-heavy Nasdaq 100 Index fell as much as 1% after Meta forecast weaker-than-expected sales in the current quarter while targeting higher capital expenditures.“While Meta will employ AI in its work, right now it doesn’t seem to be the biggest beneficiary of AI adoption,” said Jack Ablin, chief investment officer at Cresset Wealth Advisors. “The disappointment on the revenue side is overshadowing any optimism about AI. It’s hard to tell what the benefit will be to users, and while AI could ultimately mean some cost savings down the line, that isn’t visible yet.”Alphabet Inc., which reports earnings on Thursday along with Microsoft Corp., was among the biggest decliners. Amazon.com Inc., which has results due on April 30, dropped 2.5%. Social media companies Snap Inc. and Pinterest Inc. each fell about 5%.Meta’s earnings raise questions that go beyond its specific business to the heart of the broader AI investment thesis, according to analysts at Lynx Equity Strategies.“For all of this attention on AI, why isn’t the company able to beat June expectations,” Lynx analysts KC Rajkumar and Jahanara Ahmed said. “Is the monetization of gen AI on track with management’s expectations?”Those concerns weighed on the shares of Nvidia Corp., the biggest beneficiary of spending on AI computing. The stock fell 1.65%. Other chipmakers including Micron Technology Inc. and Advanced Micro Devices Inc. also dropped.Server makers Super Micro Computer Inc. and Dell Technologies Inc. fell more than 3%, while software maker Palantir Technologies Inc. dropped 2%.Elsewhere in technology, International Business Machines Corp. and software maker ServiceNow Inc. added to the gloom as their shares slumped 8.5% and 5.5%, respectively, after their own earnings reports.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":298874595766336,"gmtCreate":1713999332215,"gmtModify":1713999335724,"author":{"id":"4159389029106972","authorId":"4159389029106972","name":"HJKJ","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Time to outsource, fire employees instead of working on new sales revenues or increasing the volume. That's the issue at core with all the CEOs and management at every corporation. Not to mention the political side of things, election interference etc","listText":"Time to outsource, fire employees instead of working on new sales revenues or increasing the volume. That's the issue at core with all the CEOs and management at every corporation. Not to mention the political side of things, election interference etc","text":"Time to outsource, fire employees instead of working on new sales revenues or increasing the volume. That's the issue at core with all the CEOs and management at every corporation. Not to mention the political side of things, election interference etc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298874595766336","repostId":"1134787563","repostType":4,"repost":{"id":"1134787563","pubTimestamp":1713995543,"share":"https://www.laohu8.com/m/news/1134787563?lang=&edition=full","pubTime":"2024-04-25 05:52","market":"us","language":"en","title":"Meta Shares Tumble over 15% After Revenue Forecast Disappoints","url":"https://stock-news.laohu8.com/highlight/detail?id=1134787563","media":"Bloomberg","summary":"Capital expenditures will be higher than initially expectedMeta’s revenue forecast slightly lower than anticipatedMeta Platforms Inc. increased its spending estimates for the year and projected second","content":"<html><head></head><body><p>【<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221796676338758676%22,%22type%22:1%7D\" title=\"Meta 2024Q1 Earnings Conference Call\" target=\"_blank\" class=\"\">Meta 2024Q1 Earnings Conference Call</a>】</p><ul style=\"\"><li><p>The shares plunged as much as 15% as investors balked</p></li><li><p>Second-quarter revenue forecast was weaker than expected</p></li></ul><p>Meta Platforms Inc. said it will spend billions of dollars more than it previously anticipated this year as it continues to invest in artificial intelligence, raising questions about whether the company’s futuristic technological bets will eventually pay off for investors. The shares tumbled in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eb7624773a10f50cdfb9234e4a1e25f3\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>The shares dropped as much as 15% in after-hours trading. The stock had been up 39% so far this year at market close and has been trading near all-time highs for the past month, in part reflecting excitement around AI. Meta was one of the best-performing stocks among its Big Tech peers.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e2798332604c3a1a61fd1ba889722da7\" title=\"\" tg-width=\"786\" tg-height=\"630\"/></p><p style=\"text-align: start;\">The Facebook parent is plowing ever more resources into artificial intelligence, which requires significant investments in computing power, while locked in an arms race with rivals from Alphabet Inc. to Microsoft Corp. for supremacy in this fast-developing technology. The Menlo Park, California-based company raised its estimates for costs for the year, and now believes capital expenditures will be $35 billion to $40 billion. Earlier, it estimated expenses related to things like servers, AI hardware and data centers would be $30 billion to $37 billion.</p><p>“We expect capital expenditures will continue to increase next year as we invest aggressively to support our ambitious AI research and product development efforts,” Chief Financial Officer Susan Li said in a statement, referring to 2025.</p><p>At the same time, the social networking company also projected second quarter sales of $36.5 billion to $39 billion, with the mid-range of that forecast less than analysts’ average estimate.</p><p style=\"text-align: start;\">Those metrics overshadowed what was otherwise a solid first quarter, with revenue of $36.5 billion, an increase of more than 27% over the same period a year ago. And profit that more than doubled to $12.4 billion.</p><p>“For all Meta’s bold AI plans, it can’t afford to take its eye off the nucleus of the business –- its core advertising activities,” Sophie Lund-Yates, an analyst at Hargreaves Lansdown, wrote in a note on Wednesday. “That doesn’t mean ignoring AI, but it does mean that spending needs to be targeted and in-line with a clear strategic view.”</p><p style=\"text-align: start;\">In the previous quarter, Meta announced a $50 billion stock buyback in addition to the company’s first-ever quarterly dividend, an effort to placate investors frustrated by the company’s aggressive spending on technologies that have yet to fully pay off. Chief Executive Officer Mark Zuckerberg has spent years plowing money into efforts to build the so-called Metaverse, a virtual world where he hopes people will one day play and work.</p><p style=\"text-align: start;\">Reality Labs, the Meta division focused on its futuristic bets, reported a loss of $3.85 billion for the first quarter, roughly the same as a year ago. That division, which also oversees VR headsets and Meta’s Ray-Ban smart glasses, reported an annual loss of more than $16 billion in 2023.</p><p style=\"text-align: start;\">But in recent months, Zuckerberg has made AI a priority, refocusing Meta on the technology after OpenAI released its ChatGPT chatbot in 2022, sparking a frenzy of competition and development among the big tech companies. Meta has started inserting AI into every facet of the business, from Instagram and Facebook to its smart glasses.</p><p>The company announced plans for a new $800 million data center in January, and is also developing its own chips for artificial intelligence services. Meta is also working on several new iterations of its large language model, known as Llama, for powering chatbots and other AI services.</p><p style=\"text-align: start;\">On a call with investors, Zuckerberg said Meta will invest “significantly” in AI-related projects. He said these investments will increase “meaningfully” before Meta sees any significant revenue from many of these new endeavors. “Smart investors” will see the long-term possibilities of this work will outweigh the short term costs, Zuckerberg said.</p><p style=\"text-align: start;\">The company reiterated its broader 2024 spending plans, saying it will shell out $96 billion to $99 billion for the calendar year, up slightly from a low-end target of $94 billion to $99 billion. It previously said that much of that would go toward infrastructure costs in addition to long-term bets on augmented and virtual reality.</p><p style=\"text-align: start;\">Meta’s mixed report comes on the same day that President Joe Biden signed a bill into law that would force TikTok’s parent company, ByteDance Ltd., to sell the popular video service or face a ban in the US. The potential elimination of a major competitor could give a boost to Meta’s advertising business since its short-video offering Reels is a clone of TikTok.</p><p style=\"text-align: start;\">Reels now makes up about 50% of the time that people spend on Instagram, Li said on a call with analysts. When asked specifically about the TikTok legislation, Li said it was too soon for the company to understand the potential impact.</p><p style=\"text-align: start;\">Meta has had a turbulent past few years, with a Covid-era bump in users and activity on the platform during lockdowns followed by a subsequent pullback in advertising in 2022. Meta also gorged on hiring when times were good, leading to some 10,000 job cuts 2023, a period Zuckerberg dubbed the “year of efficiency.”</p><p style=\"text-align: start;\">Those painful moves paved the way for the significant increase in profit the company is seeing now. First-quarter revenue was the highest ever in that period. More people are also returning to Meta’s products.</p><p>Zuckerberg said the Threads app, similar to the former Twitter and launched last July, now has more than 150 million monthly active users — including Taylor Swift.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Shares Tumble over 15% After Revenue Forecast Disappoints</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\">\nMeta Shares Tumble over 15% After Revenue Forecast Disappoints\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-25 05:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-04-24/meta-projects-higher-spending-weaker-revenue-amid-ai-push?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【Meta 2024Q1 Earnings Conference Call】The shares plunged as much as 15% as investors balkedSecond-quarter revenue forecast was weaker than expectedMeta Platforms Inc. said it will spend billions of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-04-24/meta-projects-higher-spending-weaker-revenue-amid-ai-push?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"META":"Meta Platforms"},"source_url":"https://www.bloomberg.com/news/articles/2024-04-24/meta-projects-higher-spending-weaker-revenue-amid-ai-push?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134787563","content_text":"【Meta 2024Q1 Earnings Conference Call】The shares plunged as much as 15% as investors balkedSecond-quarter revenue forecast was weaker than expectedMeta Platforms Inc. said it will spend billions of dollars more than it previously anticipated this year as it continues to invest in artificial intelligence, raising questions about whether the company’s futuristic technological bets will eventually pay off for investors. The shares tumbled in extended trading.The shares dropped as much as 15% in after-hours trading. The stock had been up 39% so far this year at market close and has been trading near all-time highs for the past month, in part reflecting excitement around AI. Meta was one of the best-performing stocks among its Big Tech peers.The Facebook parent is plowing ever more resources into artificial intelligence, which requires significant investments in computing power, while locked in an arms race with rivals from Alphabet Inc. to Microsoft Corp. for supremacy in this fast-developing technology. The Menlo Park, California-based company raised its estimates for costs for the year, and now believes capital expenditures will be $35 billion to $40 billion. Earlier, it estimated expenses related to things like servers, AI hardware and data centers would be $30 billion to $37 billion.“We expect capital expenditures will continue to increase next year as we invest aggressively to support our ambitious AI research and product development efforts,” Chief Financial Officer Susan Li said in a statement, referring to 2025.At the same time, the social networking company also projected second quarter sales of $36.5 billion to $39 billion, with the mid-range of that forecast less than analysts’ average estimate.Those metrics overshadowed what was otherwise a solid first quarter, with revenue of $36.5 billion, an increase of more than 27% over the same period a year ago. And profit that more than doubled to $12.4 billion.“For all Meta’s bold AI plans, it can’t afford to take its eye off the nucleus of the business –- its core advertising activities,” Sophie Lund-Yates, an analyst at Hargreaves Lansdown, wrote in a note on Wednesday. “That doesn’t mean ignoring AI, but it does mean that spending needs to be targeted and in-line with a clear strategic view.”In the previous quarter, Meta announced a $50 billion stock buyback in addition to the company’s first-ever quarterly dividend, an effort to placate investors frustrated by the company’s aggressive spending on technologies that have yet to fully pay off. Chief Executive Officer Mark Zuckerberg has spent years plowing money into efforts to build the so-called Metaverse, a virtual world where he hopes people will one day play and work.Reality Labs, the Meta division focused on its futuristic bets, reported a loss of $3.85 billion for the first quarter, roughly the same as a year ago. That division, which also oversees VR headsets and Meta’s Ray-Ban smart glasses, reported an annual loss of more than $16 billion in 2023.But in recent months, Zuckerberg has made AI a priority, refocusing Meta on the technology after OpenAI released its ChatGPT chatbot in 2022, sparking a frenzy of competition and development among the big tech companies. Meta has started inserting AI into every facet of the business, from Instagram and Facebook to its smart glasses.The company announced plans for a new $800 million data center in January, and is also developing its own chips for artificial intelligence services. Meta is also working on several new iterations of its large language model, known as Llama, for powering chatbots and other AI services.On a call with investors, Zuckerberg said Meta will invest “significantly” in AI-related projects. He said these investments will increase “meaningfully” before Meta sees any significant revenue from many of these new endeavors. “Smart investors” will see the long-term possibilities of this work will outweigh the short term costs, Zuckerberg said.The company reiterated its broader 2024 spending plans, saying it will shell out $96 billion to $99 billion for the calendar year, up slightly from a low-end target of $94 billion to $99 billion. It previously said that much of that would go toward infrastructure costs in addition to long-term bets on augmented and virtual reality.Meta’s mixed report comes on the same day that President Joe Biden signed a bill into law that would force TikTok’s parent company, ByteDance Ltd., to sell the popular video service or face a ban in the US. The potential elimination of a major competitor could give a boost to Meta’s advertising business since its short-video offering Reels is a clone of TikTok.Reels now makes up about 50% of the time that people spend on Instagram, Li said on a call with analysts. When asked specifically about the TikTok legislation, Li said it was too soon for the company to understand the potential impact.Meta has had a turbulent past few years, with a Covid-era bump in users and activity on the platform during lockdowns followed by a subsequent pullback in advertising in 2022. Meta also gorged on hiring when times were good, leading to some 10,000 job cuts 2023, a period Zuckerberg dubbed the “year of efficiency.”Those painful moves paved the way for the significant increase in profit the company is seeing now. First-quarter revenue was the highest ever in that period. More people are also returning to Meta’s products.Zuckerberg said the Threads app, similar to the former Twitter and launched last July, now has more than 150 million monthly active users — including Taylor Swift.","news_type":1},"isVote":1,"tweetType":1,"viewCount":42,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":298351296147520,"gmtCreate":1713857732872,"gmtModify":1713857737081,"author":{"id":"4159389029106972","authorId":"4159389029106972","name":"HJKJ","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Why they rallied? There has been a sell off, profit taking. Now time to buy the dip. What else would institutions and individuals buy? No one believes in a penny stock","listText":"Why they rallied? There has been a sell off, profit taking. Now time to buy the dip. What else would institutions and individuals buy? No one believes in a penny stock","text":"Why they rallied? There has been a sell off, profit taking. Now time to buy the dip. What else would institutions and individuals buy? No one believes in a penny stock","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298351296147520","repostId":"2429097791","repostType":4,"repost":{"id":"2429097791","pubTimestamp":1713833019,"share":"https://www.laohu8.com/m/news/2429097791?lang=&edition=full","pubTime":"2024-04-23 08:43","market":"us","language":"en","title":"Why Nvidia, Arm Holdings, and Other AI Stocks Rallied on Monday","url":"https://stock-news.laohu8.com/highlight/detail?id=2429097791","media":"Motley Fool","summary":"Rome wasn't built in a day, and the AI revolution will take years to come to fruition.","content":"<html><head></head><body><ul style=\"\"><li><p>Several AI stocks are rebounding from a beating over the past couple of weeks.</p></li><li><p>Volatility will continue as the adoption of AI plays out, not over months, but years.</p></li><li><p>Each of these companies has developed key technology that enables generative AI, and their valuations are compelling.</p></li></ul><p>Market watchers were beginning to think that nothing could stop the bull market rally, driven by excitement about the possibilities of artificial intelligence (AI). The past couple of weeks has been a stark reminder of the market&#39;s tendency for occasional declines before heading higher.</p><p>For example, after reaching new heights earlier this month, the Nasdaq Composite has fallen about 7% from its peak (as of market close on Friday), taking a breather before attempting to add to its gains. Investors have begun to wonder if the rally, sparked by recent developments in generative AI, could continue its seemingly relentless climb.</p><p>With that as a backdrop, chip designer <a href=\"https://laohu8.com/S/ARM\">Arm Holdings</a> jumped 6.79%, semiconductor specialist <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> climbed 4.35%, and storage and memory maker <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> added 2.2%. The stocks are rebounding from a sell-off that pounded AI stocks late last week.</p><h2 id=\"id_759610332\">Pessimism sounds smart</h2><p>While many experts believe the adoption of AI has only just begun, others warn of hype or suggest the AI bubble could burst.</p><p>Examples abound. A headline in <em>The Washington Post</em> last week warned, &#34;AI Hype Is Deflating. Can AI Companies Find a Way to Profit?&#34; <em>The Guardian</em> was similarly downbeat: &#34;From Boom to Burst, the AI Bubble is only heading in one direction.&#34; While these headlines certainly sound dour, it&#39;s important to put them in context.</p><p>Best-selling author and former Motley Fool analyst Morgan Housel called pessimism &#34;seductive,&#34; noting that &#34;pessimism sounds smart,&#34; but goes on to point out &#34;the difference between pessimism and optimism often comes down to time horizon.&#34;</p><p>It&#39;s certainly no fun to watch our investments decline, but it&#39;s important to remember it&#39;s all part of the cost of admission. So while the recent decline in AI stocks certainly bears watching, there certainly isn&#39;t any evidence to suggest the secular tailwinds that are driving AI are abating. Investors with a sufficient investing time horizon should not be dissuaded from staying the course.</p><h2 id=\"id_1492239477\">The evidence suggests AI is just getting started</h2><p>News that broke today helped remind investors that while AI stocks will continue to be volatile, the future looks bright.</p><p>Japanese holding company <strong>SoftBank Group</strong> is planning to spend 150 billion yen (roughly $960 million) over the next couple of years to upgrade its data centers to handle the rigors of AI, according to a report in <em>Nikkei Asia</em>. The conglomerate is working to develop &#34;Japanese-language-specific generative AI with world-class performance&#34; and is creating the underlying large language model (LLM) that will underpin its generative AI system. Softbank will harness the power of Nvidia graphics processing units (GPUs), according to the report.</p><p>While this is obviously an encouraging development for Nvidia, the good news doesn&#39;t stop there. Arm Holdings designs many of the core processors used to facilitate AI. Nvidia&#39;s GH200 Grace Hopper Superchip, for example, employs 144 Arm version 9 (V9) CPU cores -- the company&#39;s latest (and most expensive) -- so a deal that benefits Nvidia is also a plus for Arm.</p><p>Furthermore, it isn&#39;t just Arm&#39;s technology that&#39;s critical to the success of Nvidia&#39;s AI processors. Micron Technology is a longtime collaborator and partner of Nvidia and a leading supplier of HBM3E memory chips that help accelerate the performance of Nvidia GPUs.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a290e29696e849900590ea5191d094e7\" tg-width=\"720\" tg-height=\"521\"/></p><p>Data by YCharts</p><h2 id=\"id_1984900615\">Are these stocks buys?</h2><p>Finally, despite the massive opportunity represented by AI, these stocks aren&#39;t nearly as expensive as you might think. The chart helps illustrate how each of these stocks has vastly outperformed the Nasdaq Composite since the beginning of last year, so investors are certainly getting their money&#39;s worth.</p><p>Nvidia is currently selling for just 31 times next year&#39;s earnings, a bargain considering the company&#39;s triple-digit revenue and earnings growth. Micron is also a compelling opportunity, selling for just 3 times next year&#39;s sales. Arm is a bit on the pricey side at 57 times earnings and 19 times sales, but that fails to account for the company&#39;s expected growth. When measured using Arm&#39;s price/earnings-to-growth (PEG) ratio, its multiple comes in at less than 1 -- the benchmark for an <em>undervalued</em> stock.</p><p>The runway for generative AI is long, and adoption will play out over years. Investors should buy the very best AI stocks they can find -- including this trio -- and hold on for a wild ride.</p></body></html>","source":"fool_stock","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>Why Nvidia, Arm Holdings, and Other AI Stocks Rallied on Monday</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\">\nWhy Nvidia, Arm Holdings, and Other AI Stocks Rallied on Monday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-23 08:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/04/22/artificial-intelligence-ai-nvidia-arm-micron/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Several AI stocks are rebounding from a beating over the past couple of weeks.Volatility will continue as the adoption of AI plays out, not over months, but years.Each of these companies has developed...</p>\n\n<a href=\"https://www.fool.com/investing/2024/04/22/artificial-intelligence-ai-nvidia-arm-micron/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","NVDA":"英伟达","ARM":"ARM Holdings Ltd"},"source_url":"https://www.fool.com/investing/2024/04/22/artificial-intelligence-ai-nvidia-arm-micron/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2429097791","content_text":"Several AI stocks are rebounding from a beating over the past couple of weeks.Volatility will continue as the adoption of AI plays out, not over months, but years.Each of these companies has developed key technology that enables generative AI, and their valuations are compelling.Market watchers were beginning to think that nothing could stop the bull market rally, driven by excitement about the possibilities of artificial intelligence (AI). The past couple of weeks has been a stark reminder of the market's tendency for occasional declines before heading higher.For example, after reaching new heights earlier this month, the Nasdaq Composite has fallen about 7% from its peak (as of market close on Friday), taking a breather before attempting to add to its gains. Investors have begun to wonder if the rally, sparked by recent developments in generative AI, could continue its seemingly relentless climb.With that as a backdrop, chip designer Arm Holdings jumped 6.79%, semiconductor specialist Nvidia climbed 4.35%, and storage and memory maker Micron Technology added 2.2%. The stocks are rebounding from a sell-off that pounded AI stocks late last week.Pessimism sounds smartWhile many experts believe the adoption of AI has only just begun, others warn of hype or suggest the AI bubble could burst.Examples abound. A headline in The Washington Post last week warned, \"AI Hype Is Deflating. Can AI Companies Find a Way to Profit?\" The Guardian was similarly downbeat: \"From Boom to Burst, the AI Bubble is only heading in one direction.\" While these headlines certainly sound dour, it's important to put them in context.Best-selling author and former Motley Fool analyst Morgan Housel called pessimism \"seductive,\" noting that \"pessimism sounds smart,\" but goes on to point out \"the difference between pessimism and optimism often comes down to time horizon.\"It's certainly no fun to watch our investments decline, but it's important to remember it's all part of the cost of admission. So while the recent decline in AI stocks certainly bears watching, there certainly isn't any evidence to suggest the secular tailwinds that are driving AI are abating. Investors with a sufficient investing time horizon should not be dissuaded from staying the course.The evidence suggests AI is just getting startedNews that broke today helped remind investors that while AI stocks will continue to be volatile, the future looks bright.Japanese holding company SoftBank Group is planning to spend 150 billion yen (roughly $960 million) over the next couple of years to upgrade its data centers to handle the rigors of AI, according to a report in Nikkei Asia. The conglomerate is working to develop \"Japanese-language-specific generative AI with world-class performance\" and is creating the underlying large language model (LLM) that will underpin its generative AI system. Softbank will harness the power of Nvidia graphics processing units (GPUs), according to the report.While this is obviously an encouraging development for Nvidia, the good news doesn't stop there. Arm Holdings designs many of the core processors used to facilitate AI. Nvidia's GH200 Grace Hopper Superchip, for example, employs 144 Arm version 9 (V9) CPU cores -- the company's latest (and most expensive) -- so a deal that benefits Nvidia is also a plus for Arm.Furthermore, it isn't just Arm's technology that's critical to the success of Nvidia's AI processors. Micron Technology is a longtime collaborator and partner of Nvidia and a leading supplier of HBM3E memory chips that help accelerate the performance of Nvidia GPUs.Data by YChartsAre these stocks buys?Finally, despite the massive opportunity represented by AI, these stocks aren't nearly as expensive as you might think. The chart helps illustrate how each of these stocks has vastly outperformed the Nasdaq Composite since the beginning of last year, so investors are certainly getting their money's worth.Nvidia is currently selling for just 31 times next year's earnings, a bargain considering the company's triple-digit revenue and earnings growth. Micron is also a compelling opportunity, selling for just 3 times next year's sales. Arm is a bit on the pricey side at 57 times earnings and 19 times sales, but that fails to account for the company's expected growth. When measured using Arm's price/earnings-to-growth (PEG) ratio, its multiple comes in at less than 1 -- the benchmark for an undervalued stock.The runway for generative AI is long, and adoption will play out over years. Investors should buy the very best AI stocks they can find -- including this trio -- and hold on for a wild ride.","news_type":1},"isVote":1,"tweetType":1,"viewCount":11,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":297164799996160,"gmtCreate":1713578773451,"gmtModify":1713578777425,"author":{"id":"4159389029106972","authorId":"4159389029106972","name":"HJKJ","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"A bigger problem is that these CEOs start doing cost cutting by firing thousands and employing overseas. The money that employed people spend in economy indirectly grows the very same companies that are firing them. So if the feel that future sales aren't looking good then these CEOs need 101 Economy lesson","listText":"A bigger problem is that these CEOs start doing cost cutting by firing thousands and employing overseas. The money that employed people spend in economy indirectly grows the very same companies that are firing them. So if the feel that future sales aren't looking good then these CEOs need 101 Economy lesson","text":"A bigger problem is that these CEOs start doing cost cutting by firing thousands and employing overseas. The money that employed people spend in economy indirectly grows the very same companies that are firing them. So if the feel that future sales aren't looking good then these CEOs need 101 Economy lesson","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/297164799996160","repostId":"296917462867968","repostType":1,"repost":{"id":296917462867968,"gmtCreate":1713510296326,"gmtModify":1713510431350,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"BIG TECH WEEKLY | The Only Way To Survive This Earning Season Is?","htmlText":"Big-Tech’s PerformanceRisk-off mode on, with big-techs hit first. Strong earnings does not guarantee a strong surge, macro data brings greater pressure to the market, the Fedes maintain hawkish, combined with the Israel-Iran war, the upcoming technology stock earnings season will also not be optimistic. As of the close on April 18, all big-techs experienced a pullback, with the worst performers being <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> at -14.13%, followed by <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> at -6.56%, <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> at -5.53%, <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> at -4.57%, <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> at -5.2%,","listText":"Big-Tech’s PerformanceRisk-off mode on, with big-techs hit first. Strong earnings does not guarantee a strong surge, macro data brings greater pressure to the market, the Fedes maintain hawkish, combined with the Israel-Iran war, the upcoming technology stock earnings season will also not be optimistic. As of the close on April 18, all big-techs experienced a pullback, with the worst performers being <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> at -14.13%, followed by <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> at -6.56%, <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> at -5.53%, <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> at -4.57%, <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> at -5.2%,","text":"Big-Tech’s PerformanceRisk-off mode on, with big-techs hit first. Strong earnings does not guarantee a strong surge, macro data brings greater pressure to the market, the Fedes maintain hawkish, combined with the Israel-Iran war, the upcoming technology stock earnings season will also not be optimistic. As of the close on April 18, all big-techs experienced a pullback, with the worst performers being $Tesla Motors(TSLA)$ at -14.13%, followed by $NVIDIA Corp(NVDA)$ at -6.56%, $Microsoft(MSFT)$ at -5.53%, $Apple(AAPL)$ at -4.57%, $Amazon.com(AMZN)$ at -5.2%,","images":[{"img":"https://community-static.tradeup.com/news/eefd799af28b1d19913147150c363be4","width":"1000","height":"471"},{"img":"https://community-static.tradeup.com/news/4bce4650f995ce08d1142fb110aebc5b","width":"1152","height":"298"},{"img":"https://community-static.tradeup.com/news/8239d4acaa6b95f367f3b15c88b2f18e","width":"741","height":"225"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296917462867968","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":294027270561808,"gmtCreate":1712815458954,"gmtModify":1712815463287,"author":{"id":"4159389029106972","authorId":"4159389029106972","name":"HJKJ","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"The stock market has different entry points for everyone. Palantir is a fake hype so people think they will become millionaires in no time but the REAL beneficiaries are always the ones who control the PR to create the hype&nbsp; For eg CVNA is another one. They have not much genuine sales, multiple class action lawsuits but article after article keeps hyping it","listText":"The stock market has different entry points for everyone. Palantir is a fake hype so people think they will become millionaires in no time but the REAL beneficiaries are always the ones who control the PR to create the hype&nbsp; For eg CVNA is another one. They have not much genuine sales, multiple class action lawsuits but article after article keeps hyping it","text":"The stock market has different entry points for everyone. Palantir is a fake hype so people think they will become millionaires in no time but the REAL beneficiaries are always the ones who control the PR to create the hype For eg CVNA is another one. They have not much genuine sales, multiple class action lawsuits but article after article keeps hyping it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/294027270561808","repostId":"2426105491","repostType":2,"repost":{"id":"2426105491","pubTimestamp":1712815200,"share":"https://www.laohu8.com/m/news/2426105491?lang=&edition=full","pubTime":"2024-04-11 14:00","market":"us","language":"en","title":"Is Palantir Stock’s AI-Fueled Rally a Sustainable Surge or Short-Lived Hype?","url":"https://stock-news.laohu8.com/highlight/detail?id=2426105491","media":"InvestorPlace","summary":"Palantir stock has certainly seen an impressive surge over the past year. But is PLTR  still the best way to play the surge in AI?","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Palantir </strong>(<strong>PLTR</strong>) stock is up more than 180% over the past year, riding AI tailwinds higher.</p></li><li><p>The company attributes its increased deal activity to its AI platform, empowering clients to build strong AI applications within their own business contexts.</p></li><li><p>Here’s what investors considering Palantir should take note of, as the AI market continues to grow.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4a6aa35ce392e0ebc1c0259f8c0ac32a\" alt=\"Source: Mamun sheikh K / Shutterstock.com\" title=\"Source: Mamun sheikh K / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Mamun sheikh K / Shutterstock.com</span></p><p><strong>Palantir </strong>stock (NYSE:<strong>PLTR</strong>) has emerged as a prominent AI stock, soaring more than 40% since the start of the year. This sort of surge places the stock as one of the best-performing tech names in the market during the first quarter. But questions obviously remain with respect to whether this AI-driven rally can continue, and if Palantir’s fundamentals can keep up with its heightened expectations.</p><p>Yes, Palantir stock has blown away earnings forecasts for previous quarters. It appears demand for the company’s big data and AI-driven models is high. That’s likely to continue for some time, as companies assess their AI needs, and look to secure a partner right away.</p><p>The concern some have is whether this AI tailwind is sustainable, for years and not quarters. Let’s dive into whether Palantir stock is the best way to play this space right now. </p><h2 id=\"id_3082728562\">Collaboration with Oracle</h2><p>Palantir Technologies and Oracle announced a partnership to deliver secure cloud and AI solutions to government and business clients. This collaboration enhances data utilization, ensures compliance with sovereignty requirements, and fosters Palantir’s competitive advantage. On the surface, this is the kind of news investors will want to see, particularly for those who want to believe this growth can continue long-term. </p><p>Palantir will transition its Foundry operating system workloads to Oracle Cloud Infrastructure as part of the agreement. This move integrates Palantir’s data-centric platform, Foundry, and its AI software with Oracle’s distributed cloud, extending accessibility to government and commercial users.</p><h2 id=\"id_191487406\">Strong AI Innovations</h2><p>Palantir’s investments in AI have proved fruitful, evidenced by the company’s impressive growth metrics. In Q4 2023, Palantir closed 103 deals valued at over $1 million, a significant increase from the prior year’s 55. Notably, more significant deals are on the rise, with 37 surpassing $5 million and 21 exceeding $10 million, compared to the previous year’s 11 and five, respectively.</p><p>Palantir stock ended 2023 with $1.24 billion in RPO, a 28% increase from 2022. This has also reflected potential contractual commitments, promising long-term partnerships, and surging growth revenue. Palantir attributes this success to the growing adoption of its Artificial Intelligence Platform (<strong>AIP</strong>), which enables tailored AI applications for clients’ needs amid projections of a trillion-dollar AI market by 2032.</p><p>Despite its expensive valuation, Palantir’s substantial revenue and profit growth may justify the company’s market capitalization for those thinking years down the road. Palantir will certainly need to keep up the pace, or see its growth accelerate, for this to be true. But the company’s acquisition of new business has led to improved profit margins that signal potential for future earnings growth. If the stock continues to dip post-analyst downgrade, it could be an opportunity for savvy investors eyeing long-term gains in the AI software sector.</p><h2 id=\"id_1579621317\">What Now?</h2><p>Palantir’s AI applications drive significant growth, which is evident in Q4 2023. The fact that the company brought in 103 deals worth over $1 million is notable. This is the kind of growth that justifies the margin expansion investors have seen of late.</p><p>I think PLTR stock remains a cautious speculative buy, for AI enthusiasts looking to trade this sector. I view this stock more as a trade than a long-term hold right now, but can see the reason why investors are increasingly taking a bullish stance on this long-standing tech giant.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Palantir Stock’s AI-Fueled Rally a Sustainable Surge or Short-Lived Hype?</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\">\nIs Palantir Stock’s AI-Fueled Rally a Sustainable Surge or Short-Lived Hype?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-11 14:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/04/is-palantir-stocks-ai-fueled-rally-a-sustainable-surge-or-short-lived-hype/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir (PLTR) stock is up more than 180% over the past year, riding AI tailwinds higher.The company attributes its increased deal activity to its AI platform, empowering clients to build strong AI ...</p>\n\n<a href=\"https://investorplace.com/2024/04/is-palantir-stocks-ai-fueled-rally-a-sustainable-surge-or-short-lived-hype/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4528":"SaaS概念","BK4023":"应用软件","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","PLTR":"Palantir Technologies Inc.","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4538":"云计算","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","BK4588":"碎股","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","BK4547":"WSB热门概念","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0861579265.USD":"联博低波幅策略股票基金A","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4581":"高盛持仓","LU0109392836.USD":"富兰克林科技股A","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H"},"source_url":"https://investorplace.com/2024/04/is-palantir-stocks-ai-fueled-rally-a-sustainable-surge-or-short-lived-hype/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2426105491","content_text":"Palantir (PLTR) stock is up more than 180% over the past year, riding AI tailwinds higher.The company attributes its increased deal activity to its AI platform, empowering clients to build strong AI applications within their own business contexts.Here’s what investors considering Palantir should take note of, as the AI market continues to grow.Source: Mamun sheikh K / Shutterstock.comPalantir stock (NYSE:PLTR) has emerged as a prominent AI stock, soaring more than 40% since the start of the year. This sort of surge places the stock as one of the best-performing tech names in the market during the first quarter. But questions obviously remain with respect to whether this AI-driven rally can continue, and if Palantir’s fundamentals can keep up with its heightened expectations.Yes, Palantir stock has blown away earnings forecasts for previous quarters. It appears demand for the company’s big data and AI-driven models is high. That’s likely to continue for some time, as companies assess their AI needs, and look to secure a partner right away.The concern some have is whether this AI tailwind is sustainable, for years and not quarters. Let’s dive into whether Palantir stock is the best way to play this space right now. Collaboration with OraclePalantir Technologies and Oracle announced a partnership to deliver secure cloud and AI solutions to government and business clients. This collaboration enhances data utilization, ensures compliance with sovereignty requirements, and fosters Palantir’s competitive advantage. On the surface, this is the kind of news investors will want to see, particularly for those who want to believe this growth can continue long-term. Palantir will transition its Foundry operating system workloads to Oracle Cloud Infrastructure as part of the agreement. This move integrates Palantir’s data-centric platform, Foundry, and its AI software with Oracle’s distributed cloud, extending accessibility to government and commercial users.Strong AI InnovationsPalantir’s investments in AI have proved fruitful, evidenced by the company’s impressive growth metrics. In Q4 2023, Palantir closed 103 deals valued at over $1 million, a significant increase from the prior year’s 55. Notably, more significant deals are on the rise, with 37 surpassing $5 million and 21 exceeding $10 million, compared to the previous year’s 11 and five, respectively.Palantir stock ended 2023 with $1.24 billion in RPO, a 28% increase from 2022. This has also reflected potential contractual commitments, promising long-term partnerships, and surging growth revenue. Palantir attributes this success to the growing adoption of its Artificial Intelligence Platform (AIP), which enables tailored AI applications for clients’ needs amid projections of a trillion-dollar AI market by 2032.Despite its expensive valuation, Palantir’s substantial revenue and profit growth may justify the company’s market capitalization for those thinking years down the road. Palantir will certainly need to keep up the pace, or see its growth accelerate, for this to be true. But the company’s acquisition of new business has led to improved profit margins that signal potential for future earnings growth. If the stock continues to dip post-analyst downgrade, it could be an opportunity for savvy investors eyeing long-term gains in the AI software sector.What Now?Palantir’s AI applications drive significant growth, which is evident in Q4 2023. The fact that the company brought in 103 deals worth over $1 million is notable. This is the kind of growth that justifies the margin expansion investors have seen of late.I think PLTR stock remains a cautious speculative buy, for AI enthusiasts looking to trade this sector. I view this stock more as a trade than a long-term hold right now, but can see the reason why investors are increasingly taking a bullish stance on this long-standing tech giant.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":292863803797568,"gmtCreate":1712526376779,"gmtModify":1712526383202,"author":{"id":"4159389029106972","authorId":"4159389029106972","name":"HJKJ","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Tsla has strong competition, Musk's Twitter purchase has turned Dems against him, no new improvements are being made to EVs, no solid state battery plans at Tsla, demand for EVs is not there","listText":"Tsla has strong competition, Musk's Twitter purchase has turned Dems against him, no new improvements are being made to EVs, no solid state battery plans at Tsla, demand for EVs is not there","text":"Tsla has strong competition, Musk's Twitter purchase has turned Dems against him, no new improvements are being made to EVs, no solid state battery plans at Tsla, demand for EVs is not there","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/292863803797568","repostId":"2425450939","repostType":4,"repost":{"id":"2425450939","pubTimestamp":1712451600,"share":"https://www.laohu8.com/m/news/2425450939?lang=&edition=full","pubTime":"2024-04-07 09:00","market":"us","language":"en","title":"Tesla’s Market Story Is About Growth. That’s Now in Question","url":"https://stock-news.laohu8.com/highlight/detail?id=2425450939","media":"Bloomberg","summary":"‘Shares could fall much further still,’ JPMorgan saysAbout 76% of valuation pinned to future growth, DataTrek findsTesla's production in Gruenheide, Germany. Shockingly low quarterly sales figures from Tesla Inc. this week are raising a fundamental question for investors: If the days of breakneck growth are over, what are the shares of Elon Musk’s company really worth?","content":"<html><head></head><body><ul style=\"\"><li><p>‘Shares could fall much further still,’ JPMorgan says</p></li><li><p>About 76% of valuation pinned to future growth, DataTrek finds</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/30a2671620e1ced8e681da292e537c54\" alt=\"Tesla&#39;s production in Gruenheide, Germany. \" title=\"Tesla&#39;s production in Gruenheide, Germany. \" tg-width=\"2000\" tg-height=\"1329\"/><span>Tesla&#39;s production in Gruenheide, Germany. </span></p><p style=\"text-align: start;\">Shockingly low quarterly sales figures from Tesla Inc. this week are raising a fundamental question for investors: If the days of breakneck growth are over, what are the shares of Elon Musk’s company really worth?</p><p style=\"text-align: start;\">The concerns are valid. The number of cars Tesla sold in the first quarter missed Wall Street’s expectations by such a wide margin that it’s worth wondering how much of the electric vehicle giant’s demand problem is baked into the lofty expectations for its revenue and earnings growth over the next few years.</p><p>“There is not a lot of visibility on where Tesla’s next leg of growth will be — whether EVs or its other projects,” said Nicholas Colas, co-founder of DataTrek Research. “If you are going to command a premium multiple you will have to have great earnings visibility or a fantastic story on why those earnings will show up in the future. Tesla has neither at the moment.”</p><p>The growth issue around Tesla has become so sensitive, that a report on Friday saying the company was getting rid of its low-cost EV plans — which were considered key to fixing its demand problem — sent the stock tumbling more than 6%. Musk rushed to refute the story in a post on his social media site, X, which erased roughly half the decline but still left it as the heaviest weight on the S&amp;P 500 for the session. Then after the market closed, Musk posted on X that the company will unveil its “robotaxi” on Aug. 8, causing a rally in after-hours trading.</p><p style=\"text-align: start;\">“Tesla needs a $25,000 compact vehicle as a flanker product to compete with the many $25,000 EVs being launched,” said Gary Black, co-founder of Future Fund Advisors. “Doubling down on a robotaxi vehicle at this point would be incredibly risky.”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/74ce544bd947852558a6fa1536c3a491\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">All of which helps explain why Tesla’s stock has struggled so much this year. Its 34% plunge makes it by far the biggest drag on the Nasdaq 100 Index since the start of January, and the worst performer on the S&amp;P 500 Index. About 76% of the company’s current valuation is still predicated on its future earnings potential, according to a DataTrek analysis. Over the past year, shares have fallen 11%.</p><h3 id=\"id_2744982909\" style=\"text-align: start;\">Sales Shock</h3><p style=\"text-align: start;\">“We caution Tesla shares could fall much further still should the company not be successful in quickly restoring unit volume and revenue growth,” JPMorgan analyst Ryan Brinkman wrote in a note to clients on Wednesday, pointing out the risk to Tesla’s stock market capitalization if it’s no longer perceived as a hyper-growth company.</p><p style=\"text-align: start;\">Tesla sold about 387,000 cars in the first quarter, while analysts on average thought that number would be around 449,000. Obviously, profit estimates for the quarter will now have to be cut, after already dropping by more than half in a year. It also puts the company on track for a second straight year of declining annual earnings. In fact, analysts on average now expect that it will take until 2026 for Tesla to exceed the level of profitability it posted in 2022.</p><p>That, however, does not mean the shares are cheap. At 59 times forward earnings, Tesla’s the most expensive member of the Magnificent 7 group of big tech companies. High-flier Nvidia Corp. trades at a multiple of around 36, and Amazon.com Inc. is at 45. Yet, Tesla has the lowest growth estimates of the three for this year. And its stock is the biggest decliner in the Bloomberg Magnificent 7 Price Return Index in 2024.</p><p>Brinkman believes there’s a decent chance that Tesla’s revenue drops materially in the first quarter, “likely causing even the most bullish investors to take a sentiment check.” Analysts on average expect a slight decline of around 0.6%, according to data compiled by Bloomberg.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/882d26d61e92820fbcdcaca8b9ad7fe2\" tg-width=\"1200\" tg-height=\"675\"/></p><p style=\"text-align: start;\">Despite Wall Street’s seeming surprise over Tesla’s troubles, no one should complain they weren’t warned. Tesla first noted the weakening pace of demand in October last year. But the reaction shows how few people fully grasped the speed of the deceleration.</p><p style=\"text-align: start;\">“Analysts knew that EV growth was waning, but the extent at which it would impact sales was misunderstood on Wall Street last quarter,” Adam Sarhan, founder and CEO of 50 Park Investments, said in an interview.</p><h3 id=\"id_1540772882\" style=\"text-align: start;\">Potential Rebound</h3><p style=\"text-align: start;\">With all of this being said, Tesla shares could rebound in the short term as dip buyers start sniffing around. They closed at $164.90 on Friday after trading as low as $160.51 when the news of the low-cost vehicles first hit. Chart technicians, who analyze stock moves to spot such reversals in trends, say the shares appear to be finding a near-term bottom. In other words, the most intense part of the selloff may be done — at least for now.</p><p style=\"text-align: start;\">“As long as the stock stays above $150-$160 area, technically, it is trying to trace out a bottom,” 50 Park’s Sarhan said.</p><p>But the company will have to show more for the stock price to have a sustained recovery. Investors need to be convinced that Tesla can return to its strong growth, fat margins and highly innovative ways. Right now the story is shrinking demand and a shaky outlook, which cuts to the heart of the company’s towering stock market valuation.</p><p>“It is challenging to call a bottom at this stage because there is not a true catalyst on the horizon,” said David Mazza, chief strategy officer at Roundhill Investments. Stemming the bleed in the shares will require Tesla to pull a “proverbial rabbit out the hat,” he said.</p><p style=\"text-align: start;\">“It looks like Musk is trying to do just that with his latest X post on the robotaxi,” Mazza said. “But unless the company shares specific news on shoring up the core EV franchise, the impact may be illusionary.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla’s Market Story Is About Growth. That’s Now in Question</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla’s Market Story Is About Growth. That’s Now in Question\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-07 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-04-06/tesla-s-market-story-is-all-about-growth-that-s-now-in-question?srnd=technology-vp><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>‘Shares could fall much further still,’ JPMorgan saysAbout 76% of valuation pinned to future growth, DataTrek findsTesla's production in Gruenheide, Germany. Shockingly low quarterly sales figures ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-04-06/tesla-s-market-story-is-all-about-growth-that-s-now-in-question?srnd=technology-vp\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4592":"伊斯兰概念","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4534":"瑞士信贷持仓","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4527":"明星科技股","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4588":"碎股","BK4550":"红杉资本持仓","LU0823411888.USD":"法巴消费创新基金 Cap","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","TSLA":"特斯拉","LU1548497426.USD":"安联环球人工智能AT Acc","LU0056508442.USD":"贝莱德世界科技基金A2","BK4574":"无人驾驶","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4551":"寇图资本持仓","BK4581":"高盛持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU2063271972.USD":"富兰克林创新领域基金","BK4548":"巴美列捷福持仓","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD"},"source_url":"https://www.bloomberg.com/news/articles/2024-04-06/tesla-s-market-story-is-all-about-growth-that-s-now-in-question?srnd=technology-vp","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2425450939","content_text":"‘Shares could fall much further still,’ JPMorgan saysAbout 76% of valuation pinned to future growth, DataTrek findsTesla's production in Gruenheide, Germany. Shockingly low quarterly sales figures from Tesla Inc. this week are raising a fundamental question for investors: If the days of breakneck growth are over, what are the shares of Elon Musk’s company really worth?The concerns are valid. The number of cars Tesla sold in the first quarter missed Wall Street’s expectations by such a wide margin that it’s worth wondering how much of the electric vehicle giant’s demand problem is baked into the lofty expectations for its revenue and earnings growth over the next few years.“There is not a lot of visibility on where Tesla’s next leg of growth will be — whether EVs or its other projects,” said Nicholas Colas, co-founder of DataTrek Research. “If you are going to command a premium multiple you will have to have great earnings visibility or a fantastic story on why those earnings will show up in the future. Tesla has neither at the moment.”The growth issue around Tesla has become so sensitive, that a report on Friday saying the company was getting rid of its low-cost EV plans — which were considered key to fixing its demand problem — sent the stock tumbling more than 6%. Musk rushed to refute the story in a post on his social media site, X, which erased roughly half the decline but still left it as the heaviest weight on the S&P 500 for the session. Then after the market closed, Musk posted on X that the company will unveil its “robotaxi” on Aug. 8, causing a rally in after-hours trading.“Tesla needs a $25,000 compact vehicle as a flanker product to compete with the many $25,000 EVs being launched,” said Gary Black, co-founder of Future Fund Advisors. “Doubling down on a robotaxi vehicle at this point would be incredibly risky.”All of which helps explain why Tesla’s stock has struggled so much this year. Its 34% plunge makes it by far the biggest drag on the Nasdaq 100 Index since the start of January, and the worst performer on the S&P 500 Index. About 76% of the company’s current valuation is still predicated on its future earnings potential, according to a DataTrek analysis. Over the past year, shares have fallen 11%.Sales Shock“We caution Tesla shares could fall much further still should the company not be successful in quickly restoring unit volume and revenue growth,” JPMorgan analyst Ryan Brinkman wrote in a note to clients on Wednesday, pointing out the risk to Tesla’s stock market capitalization if it’s no longer perceived as a hyper-growth company.Tesla sold about 387,000 cars in the first quarter, while analysts on average thought that number would be around 449,000. Obviously, profit estimates for the quarter will now have to be cut, after already dropping by more than half in a year. It also puts the company on track for a second straight year of declining annual earnings. In fact, analysts on average now expect that it will take until 2026 for Tesla to exceed the level of profitability it posted in 2022.That, however, does not mean the shares are cheap. At 59 times forward earnings, Tesla’s the most expensive member of the Magnificent 7 group of big tech companies. High-flier Nvidia Corp. trades at a multiple of around 36, and Amazon.com Inc. is at 45. Yet, Tesla has the lowest growth estimates of the three for this year. And its stock is the biggest decliner in the Bloomberg Magnificent 7 Price Return Index in 2024.Brinkman believes there’s a decent chance that Tesla’s revenue drops materially in the first quarter, “likely causing even the most bullish investors to take a sentiment check.” Analysts on average expect a slight decline of around 0.6%, according to data compiled by Bloomberg.Despite Wall Street’s seeming surprise over Tesla’s troubles, no one should complain they weren’t warned. Tesla first noted the weakening pace of demand in October last year. But the reaction shows how few people fully grasped the speed of the deceleration.“Analysts knew that EV growth was waning, but the extent at which it would impact sales was misunderstood on Wall Street last quarter,” Adam Sarhan, founder and CEO of 50 Park Investments, said in an interview.Potential ReboundWith all of this being said, Tesla shares could rebound in the short term as dip buyers start sniffing around. They closed at $164.90 on Friday after trading as low as $160.51 when the news of the low-cost vehicles first hit. Chart technicians, who analyze stock moves to spot such reversals in trends, say the shares appear to be finding a near-term bottom. In other words, the most intense part of the selloff may be done — at least for now.“As long as the stock stays above $150-$160 area, technically, it is trying to trace out a bottom,” 50 Park’s Sarhan said.But the company will have to show more for the stock price to have a sustained recovery. Investors need to be convinced that Tesla can return to its strong growth, fat margins and highly innovative ways. Right now the story is shrinking demand and a shaky outlook, which cuts to the heart of the company’s towering stock market valuation.“It is challenging to call a bottom at this stage because there is not a true catalyst on the horizon,” said David Mazza, chief strategy officer at Roundhill Investments. Stemming the bleed in the shares will require Tesla to pull a “proverbial rabbit out the hat,” he said.“It looks like Musk is trying to do just that with his latest X post on the robotaxi,” Mazza said. “But unless the company shares specific news on shoring up the core EV franchise, the impact may be illusionary.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4121555381154902","authorId":"4121555381154902","name":"Strategy 1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"content":"I agree, read about new battery tech develop in china (nio long range battery, solid state..) . Battery and range is one of the main EV components, i am not sure if tesla has similar developments ongoing or plans","text":"I agree, read about new battery tech develop in china (nio long range battery, solid state..) . Battery and range is one of the main EV components, i am not sure if tesla has similar developments ongoing or plans","html":"I agree, read about new battery tech develop in china (nio long range battery, solid state..) . Battery and range is one of the main EV components, i am not sure if tesla has similar developments ongoing or plans"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":292706007220304,"gmtCreate":1712487855170,"gmtModify":1712489686034,"author":{"id":"4159389029106972","authorId":"4159389029106972","name":"HJKJ","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"Ppl want to put money somewhere. If it's not the trending stocks then where else? The risk is even higher elsewhere.&nbsp;","listText":"Ppl want to put money somewhere. If it's not the trending stocks then where else? The risk is even higher elsewhere.&nbsp;","text":"Ppl want to put money somewhere. If it's not the trending stocks then where else? The risk is even higher elsewhere.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/292706007220304","repostId":"2425631460","repostType":4,"repost":{"id":"2425631460","pubTimestamp":1712462400,"share":"https://www.laohu8.com/m/news/2425631460?lang=&edition=full","pubTime":"2024-04-07 12:00","market":"us","language":"en","title":"History Says Magnificent Companies Can Become Disappointing Stocks. Is Nvidia Next?","url":"https://stock-news.laohu8.com/highlight/detail?id=2425631460","media":"Motley Fool","summary":"The GPU leader is an investor darling today, but Wall Street history suggests you use caution when considering a buy.","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia&#39;s stock price has rocketed higher in a dramatic way over the past 18 months.</p></li><li><p>Investors are enamored of its position in the growing AI sector.</p></li><li><p>Sometimes even good stories end badly for investors.</p></li></ul><p>The fear of missing out -- aka, FOMO -- can lead to shocking excesses on Wall Street. So-called bubbles can push stocks so high that you start to believe that the sky&#39;s the limit. Right now, it looks like <strong>Nvidia</strong> can do no wrong, and its share price has risen accordingly. If you pay attention to Wall Street history, however, you&#39;ll see that buying Nvidia today could easily end up being the wrong call.</p><h2 id=\"id_2104138690\">Nvidia&#39;s stock gains have been incredible</h2><p>The big story with Nvidia is that it makes high-powered chips capable of running artificial intelligence (AI) applications. AI is a huge story today in the technology sector, with just about every company that can do so either directly working on an AI product or explaining to investors how AI will be a direct benefit to it in some way (by increasing efficiency or automating tasks, for example). Wall Street is highly enamored of AI and anything associated with it.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/23ccba8ca3eb29e65ff75123790d57eb\" alt=\"Image source: Getty Images.\" title=\"Image source: Getty Images.\" tg-width=\"700\" tg-height=\"466\"/><span>Image source: Getty Images.</span></p><p>Given Nvidia&#39;s direct connection to the space -- and its surging earnings from it -- the stock has advanced rapidly. Over the past year alone the stock has gained 223%. Over the past three years, the gain is more than 550%. Over the past five years, its gain is more than 1,860%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e64e22df92eee55ea245ba62042e6736\" alt=\"NVDA data by YCharts\" title=\"NVDA data by YCharts\" tg-width=\"720\" tg-height=\"441\"/><span>NVDA data by YCharts</span></p><p>Scan the 10-year price chart above and it looks like Nvidia&#39;s stock is lifting off like a rocket. The combination of that price rise and the general AI fever has investors clamoring to buy it. But don&#39;t jump on this rocket without considering some Wall Street history.</p><h2 id=\"id_1285148969\">Ben Graham&#39;s Depression-era wisdom</h2><p>Benjamin Graham is the man who helped to train Warren Buffett and the author of iconic investing tome <em>The Intelligent Investor</em>. To paraphrase that Wall Street giant, even a good company can be a bad investment if you pay too much for it. A great example of that is <strong>Cisco Systems</strong> (CSCO 0.92%). Take a look at the graph below.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/89c80104786fb5fefbf9f71be644fdff\" alt=\"CSCO data by YCharts.\" title=\"CSCO data by YCharts.\" tg-width=\"720\" tg-height=\"441\"/><span>CSCO data by YCharts.</span></p><p>It would be hard not to notice how similar its rocket-like trajectory is to the Nvidia graph above. But the key feature of this graph is actually not the stock price -- it&#39;s the dates. The graph ends with the last trading day of 1999. The next graph brings the story up to the present, and it should be more than enough to frighten any investor who is currently all-in on Nvidia.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bcfaef50b757102aaa1f5ec93460cba6\" alt=\"CSCO data by YCharts.\" title=\"CSCO data by YCharts.\" tg-width=\"720\" tg-height=\"441\"/><span>CSCO data by YCharts.</span></p><p>Simply put, after that giant peak during the dot-com boom there was a giant crash during the dot-com bust. And Cisco&#39;s share price still hasn&#39;t recovered all of the ground it lost. If you bought near the peak, you are still in the red on your investment (not factoring in dividends being reinvested).</p><p>You can argue that this is a cherry-picked example, which is true. But there are no crystal balls on Wall Street, and there&#39;s no way to know for sure that Nvidia will avoid a similar fate. Indeed, while it has a dominant position now in the chips that support AI, competitors are working hard to catch up. When they do, Nvidia may not be quite so special anymore, and investors will probably sour on the shares. The history of Wall Street suggests that, at some point, Nvidia&#39;s shocking stock price rise will end, just like it has for so many other stocks before.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/66373cef4694a6dadab52426219493c6\" alt=\"TSLA data by YCharts.\" title=\"TSLA data by YCharts.\" tg-width=\"720\" tg-height=\"441\"/><span>TSLA data by YCharts.</span></p><h2 id=\"id_2678667612\">Don&#39;t forget about gravity</h2><p>Few companies can defy gravity forever. <strong>Tesla</strong>&#39;s (NASDAQ: TSLA) shares, for example, have fallen by roughly 50% since the electric vehicle giant became sustainably profitable around 2020 and are down nearly 60% from all-time highs reached in late 2021. That might seem counterintuitive, but stories are often more powerful on Wall Street than profits. And when a story gets old, lofty stock prices have a painful habit of crashing back down to earth.</p><p>Don&#39;t let FOMO get the better of you. Nvidia may be a magnificent company, but it could still end up being a terrible investment if you pay too much for it.</p></body></html>","source":"fool_stock","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>History Says Magnificent Companies Can Become Disappointing Stocks. Is Nvidia Next?</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\">\nHistory Says Magnificent Companies Can Become Disappointing Stocks. Is Nvidia Next?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-07 12:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/04/06/history-magnificent-companies-stocks-nvidia/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia's stock price has rocketed higher in a dramatic way over the past 18 months.Investors are enamored of its position in the growing AI sector.Sometimes even good stories end badly for investors....</p>\n\n<a href=\"https://www.fool.com/investing/2024/04/06/history-magnificent-companies-stocks-nvidia/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4527":"明星科技股","BK4579":"人工智能","LU0823414478.USD":"法巴经典能源转换基金","BK4588":"碎股","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","BK4574":"无人驾驶","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1548497426.USD":"安联环球人工智能AT Acc","BK4581":"高盛持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0731783394.SGD":"Fidelity Global Dividend A-MINCOME(G)-SGD","BK4099":"汽车制造商","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4529":"IDC概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4532":"文艺复兴科技持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4567":"ESG概念","NVDA":"英伟达","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0080751232.USD":"富达环球多元动力基金A","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4525":"远程办公概念","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4587":"ChatGPT概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A"},"source_url":"https://www.fool.com/investing/2024/04/06/history-magnificent-companies-stocks-nvidia/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2425631460","content_text":"Nvidia's stock price has rocketed higher in a dramatic way over the past 18 months.Investors are enamored of its position in the growing AI sector.Sometimes even good stories end badly for investors.The fear of missing out -- aka, FOMO -- can lead to shocking excesses on Wall Street. So-called bubbles can push stocks so high that you start to believe that the sky's the limit. Right now, it looks like Nvidia can do no wrong, and its share price has risen accordingly. If you pay attention to Wall Street history, however, you'll see that buying Nvidia today could easily end up being the wrong call.Nvidia's stock gains have been incredibleThe big story with Nvidia is that it makes high-powered chips capable of running artificial intelligence (AI) applications. AI is a huge story today in the technology sector, with just about every company that can do so either directly working on an AI product or explaining to investors how AI will be a direct benefit to it in some way (by increasing efficiency or automating tasks, for example). Wall Street is highly enamored of AI and anything associated with it.Image source: Getty Images.Given Nvidia's direct connection to the space -- and its surging earnings from it -- the stock has advanced rapidly. Over the past year alone the stock has gained 223%. Over the past three years, the gain is more than 550%. Over the past five years, its gain is more than 1,860%.NVDA data by YChartsScan the 10-year price chart above and it looks like Nvidia's stock is lifting off like a rocket. The combination of that price rise and the general AI fever has investors clamoring to buy it. But don't jump on this rocket without considering some Wall Street history.Ben Graham's Depression-era wisdomBenjamin Graham is the man who helped to train Warren Buffett and the author of iconic investing tome The Intelligent Investor. To paraphrase that Wall Street giant, even a good company can be a bad investment if you pay too much for it. A great example of that is Cisco Systems (CSCO 0.92%). Take a look at the graph below.CSCO data by YCharts.It would be hard not to notice how similar its rocket-like trajectory is to the Nvidia graph above. But the key feature of this graph is actually not the stock price -- it's the dates. The graph ends with the last trading day of 1999. The next graph brings the story up to the present, and it should be more than enough to frighten any investor who is currently all-in on Nvidia.CSCO data by YCharts.Simply put, after that giant peak during the dot-com boom there was a giant crash during the dot-com bust. And Cisco's share price still hasn't recovered all of the ground it lost. If you bought near the peak, you are still in the red on your investment (not factoring in dividends being reinvested).You can argue that this is a cherry-picked example, which is true. But there are no crystal balls on Wall Street, and there's no way to know for sure that Nvidia will avoid a similar fate. Indeed, while it has a dominant position now in the chips that support AI, competitors are working hard to catch up. When they do, Nvidia may not be quite so special anymore, and investors will probably sour on the shares. The history of Wall Street suggests that, at some point, Nvidia's shocking stock price rise will end, just like it has for so many other stocks before.TSLA data by YCharts.Don't forget about gravityFew companies can defy gravity forever. Tesla's (NASDAQ: TSLA) shares, for example, have fallen by roughly 50% since the electric vehicle giant became sustainably profitable around 2020 and are down nearly 60% from all-time highs reached in late 2021. That might seem counterintuitive, but stories are often more powerful on Wall Street than profits. And when a story gets old, lofty stock prices have a painful habit of crashing back down to earth.Don't let FOMO get the better of you. Nvidia may be a magnificent company, but it could still end up being a terrible investment if you pay too much for it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}