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06-11

Micron dragged? Serious? Not Qualcomm?

Micron, Intel Drag the Tech Sector into a New Bearish Phase. Will the Correction Last This Time?

06-02

Ridiculous insignificancy

GLOBALFOUNDRIES Chief Legal Officer Samak Azar disposes of 335 shares worth $27,101.5

06-01

Screw this terrorist

Oil Futures Jump 3% as Netanyahu Orders IDF Strikes on Beirut's Dahiyeh District

05-29

WTH is wrong with this company's leadership

CoreWeave director Karen Boone disposes of 11,580 common shares worth $1.24 million

05-29

This company CEO is so short sighted omg

Form 144 | CoreWeave, Inc. Director Jack Cogen proposes to sell 642,307 shares of common stock for approximately $68.64 million

05-27

This company's high level retards always makings it's stock worse!

Form 144 | CoreWeave, Inc. Director and Officer MICHAEL INTRATOR proposes to sell 200,000 shares with an aggregate value of about $21.10 million

05-19

WTH every time CEO sell when the stock go down

Form 144 | CoreWeave's Director and Officer Brian Venturo proposes to sell 300,000 Shares, with a total value of approximately $32,190,000.

03-20

Option kill

Why Micron's Stock Is Sliding Despite Nvidia-Like Earnings Performance

03-19

who posted this?

U.S. Stocks Have Reached A Critical Line In The Sand. Why The Next Move Could Be A 10% Drop.

03-19

This and Tesla

Nvidia's Next Act Will Be Its Biggest -- and Toughest

03-05

Who wrote this crap

How the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks

2025-11-05

How many times must nvidia emphasize their china revenue is zero?

Exclusive-Foreign Chips Banned in Chinese State-Funded Data Centres Include Nvidia's H20, B200 and H200 Chips, Source Says

2025-11-04

Buy the dip

Norway Wealth Fund To Vote Against Musk's $1 Trillion Tesla Pay Package

2025-10-31

Lol ytd drop 8% today just recover to baseline point. It's a joke

Strategy reports quarterly profit on bitcoin gains, shares rise

2025-10-30

Huh?

Core Scientific Inc. Highlights $10 Billion CoreWeave Contracts and Data Center Expansion in Investor Presentation

2025-10-30

$Core Scientific, Inc.(CORZ)$ this fellow keep climbing due to its affiliation with coreweave and yet rejects acquisition. [Angry]

2025-10-30

$Direxion Daily TSLA Bull 2X Shares(TSLL)$

2025-10-30

$Tradr 2X Long CRWV Daily ETF(CWVX)$

2025-10-30

$Texas Instruments(TXN)$

2025-10-30

$Direxion Daily NFLX Bull 2X Shares(NFXL)$

Go to Tiger App to see more news

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dragged? Serious? Not Qualcomm?","listText":"Micron dragged? Serious? Not Qualcomm?","text":"Micron dragged? Serious? Not Qualcomm?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/574053132964568","repostId":"2642748734","repostType":4,"repost":{"id":"2642748734","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1781149829,"share":"https://ttm.financial/m/news/2642748734?lang=en_US&edition=fundamental","pubTime":"2026-06-11 11:50","market":"hk","language":"en","title":"Micron, Intel Drag the Tech Sector into a New Bearish Phase. Will the Correction Last This Time?","url":"https://stock-news.laohu8.com/highlight/detail?id=2642748734","media":"Dow Jones","summary":"The SPDR tech-sector ETF officially entered a correction - the previous one lasted five months, and ended less than two months ago. The tech sector's selloff has graduated from a pullback to a correction. Here's what that could mean.The State Street Technology Select Sector SPDR ETF XLK dropped 2.3% to close Wednesday at $176.63, or 10.9% below its June 2 record close of $198.21. Many on Wall Street see a decline of up to 10% from a significant high as a pullback, and a drop of at least 10% to up to 20% as a correction.The correction before that became official on March 6, 2025, or a little more than two weeks after its Feb. 19 record close. It didn't bottom until April 8, when it had tumbled 25.8% from its peak. The recovery took a bit longer, as the XLK ETF didn't see a fresh record until June","content":"<html><head></head><body><p style=\"text-align: left;\">The selloff in the tech sector that has heightened investor anxiety over the past week graduated to a new phase on Wednesday: The pullback is over, and it&#39;s now officially a correction.</p><p style=\"text-align: left;\">If recent history is any guide, that would seem to dash hopes for a quick recovery. But there&#39;s also reason for investors not to worry about a lower-for-longer scenario, given that what&#39;s fueling the weakness is more technical in nature than fundamental.</p><p style=\"text-align: left;\">Basically, what drove the rally in tech - the artificial-intelligence buildout and strong earnings growth - remains intact. So while analysts expect some weakness following such a strong run-up this year, some believe worries of a continued meltdown appear to be misplaced.</p><p style=\"text-align: left;\">The State Street Technology Select Sector SPDR ETF XLK dropped 2.3% to close Wednesday at $176.63, or 10.9% below its June 2 record close of $198.21. Many on Wall Street see a decline of up to 10% from a significant high as a pullback, and a drop of at least 10% to up to 20% as a correction.</p><p style=\"text-align: left;\">The main culprit of the tech weakness has been chip stocks, with the PHLX Semiconductor Index SOX closing Wednesday 12.3% below its June 3 record close. Among the SOX&#39;s best performers in 2026, Micron Technology&#39;s stock <a href=\"https://laohu8.com/S/MU\">$(MU)$</a> has dropped 17.4% from its June 3 record close, shares of Marvell Technology <a href=\"https://laohu8.com/S/MRVL\">$(MRVL)$</a> have sunk 21.2% since June 4 and Intel shares <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> have shed 17.3% from their May 11 record close.</p><p style=\"text-align: left;\">But keep in mind that even with the correction, the XLK exchange-traded fund was still up 22.7% in 2026, while the S&amp;P 500 index SPX has gained 6.2%.</p><p style=\"text-align: left;\">As the chart below shows, it&#39;s understandable for investors to feel anxious. When the previous two corrections hit, the selling didn&#39;t necessarily accelerate right away, but the downtrends that got them there continued. And full recoveries were months away.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/137c5ab32cc109111d49bf9253480e4c\" data-align=\"center\" tg-width=\"540\" tg-height=\"361\"/><span></span></p><p style=\"text-align: left;\">The last correction kicked off on Nov. 20, 2025, about three weeks after the XLK fund closed at a record on Oct. 29. The ETF then languished in correction territory - it never rose more than 10% off that Nov. 20 low - until it made a new low in early February. It didn&#39;t bottom until March 30, with a 16.2% decline from its October peak. The recovery off that low was quick, however, as the ETF closed at a fresh record on April 17.</p><p style=\"text-align: left;\">The correction before that became official on March 6, 2025, or a little more than two weeks after its Feb. 19 record close. It didn&#39;t bottom until April 8, when it had tumbled 25.8% from its peak. The recovery took a bit longer, as the XLK ETF didn&#39;t see a fresh record until June 12.</p><p style=\"text-align: left;\">The recent selling started just a week ago, as jobs and inflation data pushed up the odds that the Federal Reserve will have to raise interest rates, which in turn has investors worried about high tech valuations. There&#39;s also concern that peace talks with Iran were on the verge of falling apart, and that investors will need to sell current holdings to raise cash to buy into SpaceX, which is going public later this week.</p><p style=\"text-align: left;\">But as Rob Thummel, a senior portfolio manager at Tortoise Capital, noted, the original premise of the tech boom hasn&#39;t changed. &#34;From a macro perspective, the AI industrial revolution continues,&#34; Thummel told MarketWatch.</p><p style=\"text-align: left;\">He said AI capital spending - with the four major hyperscalers looking to spend $700 billion on AI infrastructure this year - is actually accelerating, not decelerating. So the recent weakness, particularly in the what was the hottest chip subsector, is presenting investors with &#34;a buying opportunity.&#34;</p><p style=\"text-align: left;\">&#34;The spending still seems to be there, the AI applications are coming and you need infrastructure to support them,&#34; Thummel said.</p><p style=\"text-align: left;\">Even with the big selloffs in the chip-sector leaders, Micron&#39;s stock has still rocketed 212.5% in 2026, Marvell shares have soared 197.2% and Intel shares have surged 190.1%.</p><p style=\"text-align: left;\">&#34;The reality is that chip stocks have had a massive run-up, but for good reason - the fundamentals are there,&#34; said Adam Patti, CEO of ETF manager VistaShares.</p><p style=\"text-align: left;\">Patti conceded that given how much they&#39;ve rallied, chip stocks needed a breather, and worries about Iran and rising inflation and interest rates helped persuade investors to sell some of their winners. And don&#39;t forget the SpaceX IPO.</p><p style=\"text-align: left;\">&#34;I think we&#39;ll see some type of retrenchment, and then there&#39;ll be continued upside based on the fundamentals and the fact that there&#39;s so much capex being deployed,&#34; Patti said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron, Intel Drag the Tech Sector into a New Bearish Phase. Will the Correction Last This Time?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron, Intel Drag the Tech Sector into a New Bearish Phase. Will the Correction Last This Time?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-11 11:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">The selloff in the tech sector that has heightened investor anxiety over the past week graduated to a new phase on Wednesday: The pullback is over, and it&#39;s now officially a correction.</p><p style=\"text-align: left;\">If recent history is any guide, that would seem to dash hopes for a quick recovery. But there&#39;s also reason for investors not to worry about a lower-for-longer scenario, given that what&#39;s fueling the weakness is more technical in nature than fundamental.</p><p style=\"text-align: left;\">Basically, what drove the rally in tech - the artificial-intelligence buildout and strong earnings growth - remains intact. So while analysts expect some weakness following such a strong run-up this year, some believe worries of a continued meltdown appear to be misplaced.</p><p style=\"text-align: left;\">The State Street Technology Select Sector SPDR ETF XLK dropped 2.3% to close Wednesday at $176.63, or 10.9% below its June 2 record close of $198.21. Many on Wall Street see a decline of up to 10% from a significant high as a pullback, and a drop of at least 10% to up to 20% as a correction.</p><p style=\"text-align: left;\">The main culprit of the tech weakness has been chip stocks, with the PHLX Semiconductor Index SOX closing Wednesday 12.3% below its June 3 record close. Among the SOX&#39;s best performers in 2026, Micron Technology&#39;s stock <a href=\"https://laohu8.com/S/MU\">$(MU)$</a> has dropped 17.4% from its June 3 record close, shares of Marvell Technology <a href=\"https://laohu8.com/S/MRVL\">$(MRVL)$</a> have sunk 21.2% since June 4 and Intel shares <a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> have shed 17.3% from their May 11 record close.</p><p style=\"text-align: left;\">But keep in mind that even with the correction, the XLK exchange-traded fund was still up 22.7% in 2026, while the S&amp;P 500 index SPX has gained 6.2%.</p><p style=\"text-align: left;\">As the chart below shows, it&#39;s understandable for investors to feel anxious. When the previous two corrections hit, the selling didn&#39;t necessarily accelerate right away, but the downtrends that got them there continued. And full recoveries were months away.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/137c5ab32cc109111d49bf9253480e4c\" data-align=\"center\" tg-width=\"540\" tg-height=\"361\"/><span></span></p><p style=\"text-align: left;\">The last correction kicked off on Nov. 20, 2025, about three weeks after the XLK fund closed at a record on Oct. 29. The ETF then languished in correction territory - it never rose more than 10% off that Nov. 20 low - until it made a new low in early February. It didn&#39;t bottom until March 30, with a 16.2% decline from its October peak. The recovery off that low was quick, however, as the ETF closed at a fresh record on April 17.</p><p style=\"text-align: left;\">The correction before that became official on March 6, 2025, or a little more than two weeks after its Feb. 19 record close. It didn&#39;t bottom until April 8, when it had tumbled 25.8% from its peak. The recovery took a bit longer, as the XLK ETF didn&#39;t see a fresh record until June 12.</p><p style=\"text-align: left;\">The recent selling started just a week ago, as jobs and inflation data pushed up the odds that the Federal Reserve will have to raise interest rates, which in turn has investors worried about high tech valuations. There&#39;s also concern that peace talks with Iran were on the verge of falling apart, and that investors will need to sell current holdings to raise cash to buy into SpaceX, which is going public later this week.</p><p style=\"text-align: left;\">But as Rob Thummel, a senior portfolio manager at Tortoise Capital, noted, the original premise of the tech boom hasn&#39;t changed. &#34;From a macro perspective, the AI industrial revolution continues,&#34; Thummel told MarketWatch.</p><p style=\"text-align: left;\">He said AI capital spending - with the four major hyperscalers looking to spend $700 billion on AI infrastructure this year - is actually accelerating, not decelerating. So the recent weakness, particularly in the what was the hottest chip subsector, is presenting investors with &#34;a buying opportunity.&#34;</p><p style=\"text-align: left;\">&#34;The spending still seems to be there, the AI applications are coming and you need infrastructure to support them,&#34; Thummel said.</p><p style=\"text-align: left;\">Even with the big selloffs in the chip-sector leaders, Micron&#39;s stock has still rocketed 212.5% in 2026, Marvell shares have soared 197.2% and Intel shares have surged 190.1%.</p><p style=\"text-align: left;\">&#34;The reality is that chip stocks have had a massive run-up, but for good reason - the fundamentals are there,&#34; said Adam Patti, CEO of ETF manager VistaShares.</p><p style=\"text-align: left;\">Patti conceded that given how much they&#39;ve rallied, chip stocks needed a breather, and worries about Iran and rising inflation and interest rates helped persuade investors to sell some of their winners. And don&#39;t forget the SpaceX IPO.</p><p style=\"text-align: left;\">&#34;I think we&#39;ll see some type of retrenchment, and then there&#39;ll be continued upside based on the fundamentals and the fact that there&#39;s so much capex being deployed,&#34; Patti said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MVLL":"2倍做多MRVL ETF-GraniteShares","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1046421795.USD":"富达环球科技A-ACC","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","BK4554":"元宇宙及AR概念","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4553":"喜马拉雅资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","INTW":"2倍做多INTC ETF-GraniteShares","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","BK4588":"碎股","BK4550":"红杉资本持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","SG9999001424.SGD":"United E-Commerce Fund SGD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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But there's also reason for investors not to worry about a lower-for-longer scenario, given that what's fueling the weakness is more technical in nature than fundamental.Basically, what drove the rally in tech - the artificial-intelligence buildout and strong earnings growth - remains intact. So while analysts expect some weakness following such a strong run-up this year, some believe worries of a continued meltdown appear to be misplaced.The State Street Technology Select Sector SPDR ETF XLK dropped 2.3% to close Wednesday at $176.63, or 10.9% below its June 2 record close of $198.21. Many on Wall Street see a decline of up to 10% from a significant high as a pullback, and a drop of at least 10% to up to 20% as a correction.The main culprit of the tech weakness has been chip stocks, with the PHLX Semiconductor Index SOX closing Wednesday 12.3% below its June 3 record close. Among the SOX's best performers in 2026, Micron Technology's stock $(MU)$ has dropped 17.4% from its June 3 record close, shares of Marvell Technology $(MRVL)$ have sunk 21.2% since June 4 and Intel shares $(INTC)$ have shed 17.3% from their May 11 record close.But keep in mind that even with the correction, the XLK exchange-traded fund was still up 22.7% in 2026, while the S&P 500 index SPX has gained 6.2%.As the chart below shows, it's understandable for investors to feel anxious. When the previous two corrections hit, the selling didn't necessarily accelerate right away, but the downtrends that got them there continued. And full recoveries were months away.The last correction kicked off on Nov. 20, 2025, about three weeks after the XLK fund closed at a record on Oct. 29. The ETF then languished in correction territory - it never rose more than 10% off that Nov. 20 low - until it made a new low in early February. It didn't bottom until March 30, with a 16.2% decline from its October peak. The recovery off that low was quick, however, as the ETF closed at a fresh record on April 17.The correction before that became official on March 6, 2025, or a little more than two weeks after its Feb. 19 record close. It didn't bottom until April 8, when it had tumbled 25.8% from its peak. The recovery took a bit longer, as the XLK ETF didn't see a fresh record until June 12.The recent selling started just a week ago, as jobs and inflation data pushed up the odds that the Federal Reserve will have to raise interest rates, which in turn has investors worried about high tech valuations. There's also concern that peace talks with Iran were on the verge of falling apart, and that investors will need to sell current holdings to raise cash to buy into SpaceX, which is going public later this week.But as Rob Thummel, a senior portfolio manager at Tortoise Capital, noted, the original premise of the tech boom hasn't changed. \"From a macro perspective, the AI industrial revolution continues,\" Thummel told MarketWatch.He said AI capital spending - with the four major hyperscalers looking to spend $700 billion on AI infrastructure this year - is actually accelerating, not decelerating. So the recent weakness, particularly in the what was the hottest chip subsector, is presenting investors with \"a buying opportunity.\"\"The spending still seems to be there, the AI applications are coming and you need infrastructure to support them,\" Thummel said.Even with the big selloffs in the chip-sector leaders, Micron's stock has still rocketed 212.5% in 2026, Marvell shares have soared 197.2% and Intel shares have surged 190.1%.\"The reality is that chip stocks have had a massive run-up, but for good reason - the fundamentals are there,\" said Adam Patti, CEO of ETF manager VistaShares.Patti conceded that given how much they've rallied, chip stocks needed a breather, and worries about Iran and rising inflation and interest rates helped persuade investors to sell some of their winners. And don't forget the SpaceX IPO.\"I think we'll see some type of retrenchment, and then there'll be continued upside based on the fundamentals and the fact that there's so much capex being deployed,\" Patti said.","news_type":1,"symbols_score_info":{"LINT":0.6,"INTC":1.94,"MUU":0.6,"INTW":0.6,"MULL":0.6,"MVLL":0.6,"MUD":0.6,"MRVL":1.9,"MRVU":0.6,"MU":1.96}},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":570598982030032,"gmtCreate":1780338215978,"gmtModify":1780338218985,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"Ridiculous insignificancy&nbsp;","listText":"Ridiculous insignificancy&nbsp;","text":"Ridiculous insignificancy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/570598982030032","repostId":"2640966540","repostType":2,"repost":{"id":"2640966540","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1780335124,"share":"https://ttm.financial/m/news/2640966540?lang=en_US&edition=fundamental","pubTime":"2026-06-02 01:32","market":"us","language":"en","title":"GLOBALFOUNDRIES Chief Legal Officer Samak Azar disposes of 335 shares worth $27,101.5","url":"https://stock-news.laohu8.com/highlight/detail?id=2640966540","media":"Reuters","summary":"GLOBALFOUNDRIES Chief Legal Officer Samak L. Azar sold 335 ordinary shares on May 28, 2026 at USD 80.9.Post-transaction holdings totaled 14,824 ordinary shares, held directly.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. GLOBALFOUNDRIES Inc. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission , on June 01, 2026, and is solely responsible for the information contained therein.","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      GLOBALFOUNDRIES Chief Legal Officer Samak Azar disposes of 335 shares worth $27,101.5\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<ul>\n<li>\n          GLOBALFOUNDRIES Chief Legal Officer Samak L. Azar sold 335 ordinary shares on May 28, 2026 at USD 80.9.\n        </li>\n<li>\n          Post-transaction holdings totaled 14,824 ordinary shares, held directly.\n        </li>\n</ul>\n<br/>\n<br/>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n<i>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. <a href=\"https://laohu8.com/S/GFS\">GLOBALFOUNDRIES Inc.</a> published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0001709048-26-000137), on June 01, 2026, and is solely responsible for the information contained therein.</span></i>\n</p>\n</div></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>GLOBALFOUNDRIES Chief Legal Officer Samak Azar disposes of 335 shares worth $27,101.5</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\">\nGLOBALFOUNDRIES Chief Legal Officer Samak Azar disposes of 335 shares worth $27,101.5\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-06-02 01:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      GLOBALFOUNDRIES Chief Legal Officer Samak Azar disposes of 335 shares worth $27,101.5\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<ul>\n<li>\n          GLOBALFOUNDRIES Chief Legal Officer Samak L. Azar sold 335 ordinary shares on May 28, 2026 at USD 80.9.\n        </li>\n<li>\n          Post-transaction holdings totaled 14,824 ordinary shares, held directly.\n        </li>\n</ul>\n<br/>\n<br/>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n<i>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. <a href=\"https://laohu8.com/S/GFS\">GLOBALFOUNDRIES Inc.</a> published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0001709048-26-000137), on June 01, 2026, and is solely responsible for the information contained therein.</span></i>\n</p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4605":"半导体精选","BK4141":"半导体产品","GFS":"GLOBALFOUNDRIES Inc."},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260601:nNDL8DSkS1:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2640966540","content_text":"GLOBALFOUNDRIES Chief Legal Officer Samak Azar disposes of 335 shares worth $27,101.5\n    \n\n\n          GLOBALFOUNDRIES Chief Legal Officer Samak L. Azar sold 335 ordinary shares on May 28, 2026 at USD 80.9.\n        \n\n          Post-transaction holdings totaled 14,824 ordinary shares, held directly.\n        \n\n\n\n\n\nDisclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. GLOBALFOUNDRIES Inc. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0001709048-26-000137), on June 01, 2026, and is solely responsible for the information contained therein.","news_type":1,"symbols_score_info":{"GFS":0.9}},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":570531613319928,"gmtCreate":1780299785654,"gmtModify":1780300732518,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"Screw this terrorist&nbsp;","listText":"Screw this terrorist&nbsp;","text":"Screw this terrorist","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/570531613319928","repostId":"1185253733","repostType":2,"repost":{"id":"1185253733","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1780297105,"share":"https://ttm.financial/m/news/1185253733?lang=en_US&edition=fundamental","pubTime":"2026-06-01 14:58","market":"us","language":"en","title":"Oil Futures Jump 3% as Netanyahu Orders IDF Strikes on Beirut's Dahiyeh District","url":"https://stock-news.laohu8.com/highlight/detail?id=1185253733","media":"Tiger Newspress","summary":"On June 1 local time, Israeli Prime Minister Netanyahu posted on social media saying he had instructed the Israel Defense Forces to strike targets in the Dahiyeh district in Beirut's southern...","content":"<html><head></head><body><p style=\"text-align: left;\">On June 1 local time, Israeli Prime Minister Netanyahu posted on social media saying he had instructed the Israel Defense Forces to strike targets in the Dahiyeh district in Beirut&#39;s southern suburbs.</p><p style=\"text-align: left;\">WTI crude oil futures jumped 3.23% to $90.18 a barrel; Brent oil futures jumped 2.94% to 93.8 a barrel.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/311fbfaf9ca113b5544c74fe6bc0c2f3\" data-align=\"center\" tg-width=\"570\" tg-height=\"186\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Oil Futures Jump 3% as Netanyahu Orders IDF Strikes on Beirut's Dahiyeh District</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\">\nOil Futures Jump 3% as Netanyahu Orders IDF Strikes on Beirut's Dahiyeh District\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-06-01 14:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">On June 1 local time, Israeli Prime Minister Netanyahu posted on social media saying he had instructed the Israel Defense Forces to strike targets in the Dahiyeh district in Beirut&#39;s southern suburbs.</p><p style=\"text-align: left;\">WTI crude oil futures jumped 3.23% to $90.18 a barrel; Brent oil futures jumped 2.94% to 93.8 a barrel.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/311fbfaf9ca113b5544c74fe6bc0c2f3\" data-align=\"center\" tg-width=\"570\" tg-height=\"186\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185253733","content_text":"On June 1 local time, Israeli Prime Minister Netanyahu posted on social media saying he had instructed the Israel Defense Forces to strike targets in the Dahiyeh district in Beirut's southern suburbs.WTI crude oil futures jumped 3.23% to $90.18 a barrel; Brent oil futures jumped 2.94% to 93.8 a barrel.","news_type":1,"symbols_score_info":{"CLmain":2,"BZmain":2}},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":569507350196936,"gmtCreate":1780046089950,"gmtModify":1780046092855,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"WTH is wrong with this company's leadership","listText":"WTH is wrong with this company's leadership","text":"WTH is wrong with this company's leadership","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/569507350196936","repostId":"2639617930","repostType":2,"repost":{"id":"2639617930","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1780014748,"share":"https://ttm.financial/m/news/2639617930?lang=en_US&edition=fundamental","pubTime":"2026-05-29 08:32","market":"us","language":"en","title":"CoreWeave director Karen Boone disposes of 11,580 common shares worth $1.24 million","url":"https://stock-news.laohu8.com/highlight/detail?id=2639617930","media":"Reuters","summary":"CoreWeave director Karen Boone reported selling Class A common stock on May 26, 2026.Disposed of 11,580 shares at prices ranging from $107 to $108.23.Indirect holdings through the Boone Family Trust fell to zero.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. CoreWeave Inc. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission , on May 28, 2026, and is solely responsible for the information contained therein.","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> director Karen Boone disposes of 11,580 common shares worth $1.24 million\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<ul>\n<li>\n          CoreWeave director Karen Boone reported selling Class A common stock on May 26, 2026.\n        </li>\n<li>\n          Disposed of 11,580 shares at prices ranging from $107 to $108.23.\n        </li>\n<li>\n          Direct holdings fell to 7,300 shares.\n        </li>\n<li>\n          Indirect holdings through the Boone Family Trust fell to zero.\n        </li>\n</ul>\n<br/>\n<br/>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n<i>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. CoreWeave Inc. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0001769628-26-000252), on May 28, 2026, and is solely responsible for the information contained therein.</span></i>\n</p>\n</div></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>CoreWeave director Karen Boone disposes of 11,580 common shares worth $1.24 million</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCoreWeave director Karen Boone disposes of 11,580 common shares worth $1.24 million\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-05-29 08:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> director Karen Boone disposes of 11,580 common shares worth $1.24 million\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<ul>\n<li>\n          CoreWeave director Karen Boone reported selling Class A common stock on May 26, 2026.\n        </li>\n<li>\n          Disposed of 11,580 shares at prices ranging from $107 to $108.23.\n        </li>\n<li>\n          Direct holdings fell to 7,300 shares.\n        </li>\n<li>\n          Indirect holdings through the Boone Family Trust fell to zero.\n        </li>\n</ul>\n<br/>\n<br/>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n<i>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. CoreWeave Inc. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0001769628-26-000252), on May 28, 2026, and is solely responsible for the information contained therein.</span></i>\n</p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4116":"互联网服务与基础架构","CORD":"T-REX 2X INVERSE CRWV DAILY TARGET ETF","CWVX":"2倍做多CRWV ETF-Tradr","CRWU":"2倍做多CRWV ETF-T-Rex","CRWV":"CoreWeave, Inc.","CRWG":"2倍做多CRWV ETF-Leverage Shares","CWII":"REX CRWV Growth & Income ETF"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260529:nNDL35dp9z:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2639617930","content_text":"CoreWeave director Karen Boone disposes of 11,580 common shares worth $1.24 million\n    \n\n\n          CoreWeave director Karen Boone reported selling Class A common stock on May 26, 2026.\n        \n\n          Disposed of 11,580 shares at prices ranging from $107 to $108.23.\n        \n\n          Direct holdings fell to 7,300 shares.\n        \n\n          Indirect holdings through the Boone Family Trust fell to zero.\n        \n\n\n\n\n\nDisclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. CoreWeave Inc. published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0001769628-26-000252), on May 28, 2026, and is solely responsible for the information contained therein.","news_type":1,"symbols_score_info":{"CRWG":0.6,"CORD":0.6,"CRWV":1.94,"CWVX":0.6,"CWII":0.6,"CRWU":0.6}},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":569506140385832,"gmtCreate":1780045793903,"gmtModify":1780045796740,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"This company CEO is so short sighted omg","listText":"This company CEO is so short sighted omg","text":"This company CEO is so short sighted omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/569506140385832","repostId":"1111102189","repostType":2,"repost":{"id":"1111102189","kind":"news","weMediaInfo":{"introduction":"Stay Updated with Major Exchanges' Announcements","home_visible":1,"media_name":"Filings Track","id":"1033292654","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1780014912,"share":"https://ttm.financial/m/news/1111102189?lang=en_US&edition=fundamental","pubTime":"2026-05-29 08:35","market":"us","language":"en","title":"Form 144 | CoreWeave, Inc. Director Jack Cogen proposes to sell 642,307 shares of common stock for approximately $68.64 million","url":"https://stock-news.laohu8.com/highlight/detail?id=1111102189","media":"Filings Track","summary":"CoreWeave, Inc. Director Jack Cogen, through CW Holding 987 LLC, proposes to sell 642,307 shares of common stock on 2026-05-28 on the NASD market, with an expected aggregate market value of about...","content":"CoreWeave, Inc. Director Jack Cogen, through CW Holding 987 LLC, proposes to sell 642,307 shares of common stock on 2026-05-28 on the NASD market, with an expected aggregate market value of about $68,636,926.02. The shares are founder shares acquired on September 21, 2017 and this Form 144 filing discloses the proposed reduction in holdings.","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Form 144 | CoreWeave, Inc. Director Jack Cogen proposes to sell 642,307 shares of common stock for approximately $68.64 million</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForm 144 | CoreWeave, Inc. Director Jack Cogen proposes to sell 642,307 shares of common stock for approximately $68.64 million\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1033292654\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Filings Track </p>\n<p class=\"h-time\">2026-05-29 08:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nCoreWeave, Inc. Director Jack Cogen, through CW Holding 987 LLC, proposes to sell 642,307 shares of common stock on 2026-05-28 on the NASD market, with an expected aggregate market value of about $68,636,926.02. The shares are founder shares acquired on September 21, 2017 and this Form 144 filing discloses the proposed reduction in holdings.\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111102189","content_text":"CoreWeave, Inc. Director Jack Cogen, through CW Holding 987 LLC, proposes to sell 642,307 shares of common stock on 2026-05-28 on the NASD market, with an expected aggregate market value of about $68,636,926.02. The shares are founder shares acquired on September 21, 2017 and this Form 144 filing discloses the proposed reduction in holdings.","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":568759005692168,"gmtCreate":1779863386593,"gmtModify":1779863777012,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"This company's high level retards always makings it's stock worse!","listText":"This company's high level retards always makings it's stock worse!","text":"This company's high level retards always makings it's stock worse!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/568759005692168","repostId":"1197520598","repostType":2,"repost":{"id":"1197520598","kind":"news","weMediaInfo":{"introduction":"Stay Updated with Major Exchanges' Announcements","home_visible":1,"media_name":"Filings Track","id":"1033292654","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1779828312,"share":"https://ttm.financial/m/news/1197520598?lang=en_US&edition=fundamental","pubTime":"2026-05-27 04:45","market":"us","language":"en","title":"Form 144 | CoreWeave, Inc. Director and Officer MICHAEL INTRATOR proposes to sell 200,000 shares with an aggregate value of about $21.10 million","url":"https://stock-news.laohu8.com/highlight/detail?id=1197520598","media":"Filings Track","summary":"MICHAEL INTRATOR, a Director, Officer and 10% stockholder of CoreWeave, Inc., filed Form 144 to propose the sale of 200,000 shares of common stock via Morgan Stanley Smith Barney LLC on NASDAQ starting around 2026-05-26, with an expected aggregate market value of approximately $21.098 million.","content":"MICHAEL INTRATOR, a Director, Officer and 10% stockholder of CoreWeave, Inc., filed Form 144 to propose the sale of 200,000 shares of common stock via Morgan Stanley Smith Barney LLC on NASDAQ starting around 2026-05-26, with an expected aggregate market value of approximately $21.098 million.","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Form 144 | CoreWeave, Inc. Director and Officer MICHAEL INTRATOR proposes to sell 200,000 shares with an aggregate value of about $21.10 million</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForm 144 | CoreWeave, Inc. Director and Officer MICHAEL INTRATOR proposes to sell 200,000 shares with an aggregate value of about $21.10 million\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1033292654\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Filings Track </p>\n<p class=\"h-time\">2026-05-27 04:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nMICHAEL INTRATOR, a Director, Officer and 10% stockholder of CoreWeave, Inc., filed Form 144 to propose the sale of 200,000 shares of common stock via Morgan Stanley Smith Barney LLC on NASDAQ starting around 2026-05-26, with an expected aggregate market value of approximately $21.098 million.\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197520598","content_text":"MICHAEL INTRATOR, a Director, Officer and 10% stockholder of CoreWeave, Inc., filed Form 144 to propose the sale of 200,000 shares of common stock via Morgan Stanley Smith Barney LLC on NASDAQ starting around 2026-05-26, with an expected aggregate market value of approximately $21.098 million.","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":565758997804056,"gmtCreate":1779157865567,"gmtModify":1779157869309,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"WTH every time CEO sell when the stock go down","listText":"WTH every time CEO sell when the stock go down","text":"WTH every time CEO sell when the stock go down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/565758997804056","repostId":"1190184520","repostType":2,"repost":{"id":"1190184520","kind":"news","weMediaInfo":{"introduction":"Stay Updated with Major Exchanges' Announcements","home_visible":1,"media_name":"Filings Track","id":"1033292654","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1779136229,"share":"https://ttm.financial/m/news/1190184520?lang=en_US&edition=fundamental","pubTime":"2026-05-19 04:30","market":"us","language":"en","title":"Form 144 | CoreWeave's Director and Officer Brian Venturo proposes to sell 300,000 Shares, with a total value of approximately $32,190,000.","url":"https://stock-news.laohu8.com/highlight/detail?id=1190184520","media":"Filings Track","summary":"CoreWeave's Director and Officer Brian Venturo proposes to sell 300,000 shares of CoreWeave common stock on May 18, 2026, with a total market value of approximately $32,190,000.","content":"CoreWeave's Director and Officer Brian Venturo proposes to sell 300,000 shares of CoreWeave common stock on May 18, 2026, with a total market value of approximately $32,190,000.","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Form 144 | CoreWeave's Director and Officer Brian Venturo proposes to sell 300,000 Shares, with a total value of approximately $32,190,000.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForm 144 | CoreWeave's Director and Officer Brian Venturo proposes to sell 300,000 Shares, with a total value of approximately $32,190,000.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1033292654\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Filings Track </p>\n<p class=\"h-time\">2026-05-19 04:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nCoreWeave's Director and Officer Brian Venturo proposes to sell 300,000 shares of CoreWeave common stock on May 18, 2026, with a total market value of approximately $32,190,000.\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190184520","content_text":"CoreWeave's Director and Officer Brian Venturo proposes to sell 300,000 shares of CoreWeave common stock on May 18, 2026, with a total market value of approximately $32,190,000.","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":544510031361432,"gmtCreate":1773964730451,"gmtModify":1773970181780,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"Option kill","listText":"Option kill","text":"Option kill","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/544510031361432","repostId":"2620221902","repostType":2,"repost":{"id":"2620221902","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1773961100,"share":"https://ttm.financial/m/news/2620221902?lang=en_US&edition=fundamental","pubTime":"2026-03-20 06:58","market":"sh","language":"en","title":"Why Micron's Stock Is Sliding Despite Nvidia-Like Earnings Performance","url":"https://stock-news.laohu8.com/highlight/detail?id=2620221902","media":"Dow Jones","summary":"While Micron's revenue guidance was more than 30% above the consensus view, investors are worried that the memory cycle is reaching a peak. Micron forecasts an 81% gross margin for the May quarter.Micron Technology is crushing expectations to a degree that's reminiscent of Nvidia's breakout performances at the beginning of the artificial-intelligence boom three years ago, a Deutsche Bank analyst noted.But its stock  is falling 3% on Thursday despite the company's latest blowout earnings report, which saw Micron offer a $19.15 forecast for quarterly adjusted earnings per share at the midpoint, well above the $12.03 analysts had been expecting for the May period.\"All that matters\" is when the actual peak in the memory cycle comes, Klein said in a note to investors, adding that that could be late next year or in early 2028. If that's the case, Klein said analysts will ultimately start reducing Micron estimates and investors will be selling the stock months ahead of when those lower number","content":"<html><head></head><body><p>Micron Technology is crushing expectations to a degree that&#39;s reminiscent of Nvidia&#39;s breakout performances at the beginning of the artificial-intelligence boom three years ago, a Deutsche Bank analyst noted.</p><p>But its stock <a href=\"https://laohu8.com/S/MU\">$(MU)$</a> fell 4% on Thursday despite the company&#39;s latest blowout earnings report, which saw Micron offer a $19.15 forecast for quarterly adjusted earnings per share at the midpoint, well above the $12.03 analysts had been expecting for the May period.</p><p>Deutsche Bank&#39;s Melissa Weathers attributed the move to growing fears among investors that the memory cycle is close to a peak. Micron&#39;s stock is up 335% over the past year, a rally that already factors in enthusiasm around AI-driven memory-chip shortages that have allowed companies to raise prices.</p><p>Investors might be getting more wary now, particularly after Micron raised its capital-expenditure guidance for fiscal 2026 to $25 billion from $20 billion and said that it expects that spending to &#34;step up meaningfully&#34; in fiscal 2027. While revenue growth is on a tear, coming in at about 196% in the latest quarter, Micron needs to invest heavily in its dynamic random-access memory and NAND businesses.</p><p>&#34;We see this cyclical caution from investors as prudent given past memory bust cycles,&#34; Weathers said in her note, adding that the more cautious view &#34;is difficult to disprove in the near term&#34; as investors question the duration of the memory boom. Even so, she personally believes that concerns about an imminent memory-market peak &#34;are immature.&#34;</p><p>Mizuho trading-desk analyst Jordan Klein said investors are likely cautious because they &#34;have never really seen margins this high in the sector.&#34; Micron is guiding for an 81% gross margin in the current quarter, and Klein said bulls see room for margins to come in even higher than that, reflecting a view that the current cycle is different and that dynamic random-access memory is no longer a commodity product.</p><p>In his view, Micron&#39;s stock selloff Thursday &#34;is not a great sign&#34; in light of the company&#39;s strong guidance, but Klein said he wouldn&#39;t use the fall &#34;as the true measure of who [is] winning the bull vs. bear debate.&#34;</p><p>&#34;All that matters&#34; is when the actual peak in the memory cycle comes, Klein said in a note to investors, adding that that could be late next year or in early 2028. If that&#39;s the case, Klein said analysts will ultimately start reducing Micron estimates and investors will be selling the stock months ahead of when those lower numbers manifest in the actual reports, leaving &#34;maybe 12 months of upside&#34; for now.</p><p>On the other hand, Morgan Stanley analyst Joseph Moore said Micron&#39;s &#34;numbers may seem &#39;too good&#39;&#34; to some investors, helping to explain Thursday&#39;s stock declines.</p><p>But looking to past cycles for signs of when to start selling the stock &#34;misses the point,&#34; Moore said in a note, as outsize AI spending is expected to continue. In his view, investors should expect Micron to keep its earnings power as long as AI spending goes higher.</p><p>In the last two quarters, Micron has shown that its &#34;near-term leverage is quite a bit better&#34; than that of Nvidia (NVDA) and other AI chip stocks that have been stuck in a rut over AI spending fears.</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 Micron's Stock Is Sliding Despite Nvidia-Like Earnings Performance</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 Micron's Stock Is Sliding Despite Nvidia-Like Earnings Performance\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-20 06:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Micron Technology is crushing expectations to a degree that&#39;s reminiscent of Nvidia&#39;s breakout performances at the beginning of the artificial-intelligence boom three years ago, a Deutsche Bank analyst noted.</p><p>But its stock <a href=\"https://laohu8.com/S/MU\">$(MU)$</a> fell 4% on Thursday despite the company&#39;s latest blowout earnings report, which saw Micron offer a $19.15 forecast for quarterly adjusted earnings per share at the midpoint, well above the $12.03 analysts had been expecting for the May period.</p><p>Deutsche Bank&#39;s Melissa Weathers attributed the move to growing fears among investors that the memory cycle is close to a peak. Micron&#39;s stock is up 335% over the past year, a rally that already factors in enthusiasm around AI-driven memory-chip shortages that have allowed companies to raise prices.</p><p>Investors might be getting more wary now, particularly after Micron raised its capital-expenditure guidance for fiscal 2026 to $25 billion from $20 billion and said that it expects that spending to &#34;step up meaningfully&#34; in fiscal 2027. While revenue growth is on a tear, coming in at about 196% in the latest quarter, Micron needs to invest heavily in its dynamic random-access memory and NAND businesses.</p><p>&#34;We see this cyclical caution from investors as prudent given past memory bust cycles,&#34; Weathers said in her note, adding that the more cautious view &#34;is difficult to disprove in the near term&#34; as investors question the duration of the memory boom. Even so, she personally believes that concerns about an imminent memory-market peak &#34;are immature.&#34;</p><p>Mizuho trading-desk analyst Jordan Klein said investors are likely cautious because they &#34;have never really seen margins this high in the sector.&#34; Micron is guiding for an 81% gross margin in the current quarter, and Klein said bulls see room for margins to come in even higher than that, reflecting a view that the current cycle is different and that dynamic random-access memory is no longer a commodity product.</p><p>In his view, Micron&#39;s stock selloff Thursday &#34;is not a great sign&#34; in light of the company&#39;s strong guidance, but Klein said he wouldn&#39;t use the fall &#34;as the true measure of who [is] winning the bull vs. bear debate.&#34;</p><p>&#34;All that matters&#34; is when the actual peak in the memory cycle comes, Klein said in a note to investors, adding that that could be late next year or in early 2028. If that&#39;s the case, Klein said analysts will ultimately start reducing Micron estimates and investors will be selling the stock months ahead of when those lower numbers manifest in the actual reports, leaving &#34;maybe 12 months of upside&#34; for now.</p><p>On the other hand, Morgan Stanley analyst Joseph Moore said Micron&#39;s &#34;numbers may seem &#39;too good&#39;&#34; to some investors, helping to explain Thursday&#39;s stock declines.</p><p>But looking to past cycles for signs of when to start selling the stock &#34;misses the point,&#34; Moore said in a note, as outsize AI spending is expected to continue. In his view, investors should expect Micron to keep its earnings power as long as AI spending goes higher.</p><p>In the last two quarters, Micron has shown that its &#34;near-term leverage is quite a bit better&#34; than that of Nvidia (NVDA) and other AI chip stocks that have been stuck in a rut over AI spending fears.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","SG9999002224.SGD":"Allianz Global High Payout SGD","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - 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Templeton Shariah Global Equity A Acc SGD","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4512":"苹果概念","BK4543":"AI","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620221902","content_text":"Micron Technology is crushing expectations to a degree that's reminiscent of Nvidia's breakout performances at the beginning of the artificial-intelligence boom three years ago, a Deutsche Bank analyst noted.But its stock $(MU)$ fell 4% on Thursday despite the company's latest blowout earnings report, which saw Micron offer a $19.15 forecast for quarterly adjusted earnings per share at the midpoint, well above the $12.03 analysts had been expecting for the May period.Deutsche Bank's Melissa Weathers attributed the move to growing fears among investors that the memory cycle is close to a peak. Micron's stock is up 335% over the past year, a rally that already factors in enthusiasm around AI-driven memory-chip shortages that have allowed companies to raise prices.Investors might be getting more wary now, particularly after Micron raised its capital-expenditure guidance for fiscal 2026 to $25 billion from $20 billion and said that it expects that spending to \"step up meaningfully\" in fiscal 2027. While revenue growth is on a tear, coming in at about 196% in the latest quarter, Micron needs to invest heavily in its dynamic random-access memory and NAND businesses.\"We see this cyclical caution from investors as prudent given past memory bust cycles,\" Weathers said in her note, adding that the more cautious view \"is difficult to disprove in the near term\" as investors question the duration of the memory boom. Even so, she personally believes that concerns about an imminent memory-market peak \"are immature.\"Mizuho trading-desk analyst Jordan Klein said investors are likely cautious because they \"have never really seen margins this high in the sector.\" Micron is guiding for an 81% gross margin in the current quarter, and Klein said bulls see room for margins to come in even higher than that, reflecting a view that the current cycle is different and that dynamic random-access memory is no longer a commodity product.In his view, Micron's stock selloff Thursday \"is not a great sign\" in light of the company's strong guidance, but Klein said he wouldn't use the fall \"as the true measure of who [is] winning the bull vs. bear debate.\"\"All that matters\" is when the actual peak in the memory cycle comes, Klein said in a note to investors, adding that that could be late next year or in early 2028. If that's the case, Klein said analysts will ultimately start reducing Micron estimates and investors will be selling the stock months ahead of when those lower numbers manifest in the actual reports, leaving \"maybe 12 months of upside\" for now.On the other hand, Morgan Stanley analyst Joseph Moore said Micron's \"numbers may seem 'too good'\" to some investors, helping to explain Thursday's stock declines.But looking to past cycles for signs of when to start selling the stock \"misses the point,\" Moore said in a note, as outsize AI spending is expected to continue. In his view, investors should expect Micron to keep its earnings power as long as AI spending goes higher.In the last two quarters, Micron has shown that its \"near-term leverage is quite a bit better\" than that of Nvidia (NVDA) and other AI chip stocks that have been stuck in a rut over AI spending fears.","news_type":1,"symbols_score_info":{"MU":2}},"isVote":1,"tweetType":1,"viewCount":1109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":544267752985960,"gmtCreate":1773905811280,"gmtModify":1773905815542,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"who posted this?","listText":"who posted this?","text":"who posted this?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/544267752985960","repostId":"2620293643","repostType":2,"repost":{"id":"2620293643","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1773896303,"share":"https://ttm.financial/m/news/2620293643?lang=en_US&edition=fundamental","pubTime":"2026-03-19 12:58","market":"sh","language":"en","title":"U.S. Stocks Have Reached A Critical Line In The Sand. Why The Next Move Could Be A 10% Drop.","url":"https://stock-news.laohu8.com/highlight/detail?id=2620293643","media":"Dow Jones","summary":"The S&P 500 could break below its 200-day average as soon as Thursday. The S&P 500 has reached a precarious crossroads that could open the door to more losses ahead.U.S. stocks were flirting with a critical threshold on Wednesday that, if broken, could portend another 10% drop for the S&P 500, according to one technical analyst.The S&P 500 SPX finished Wednesday at 6,624.70, just a hair north of its 200-day moving average at 6,615.70, FactSet data showed. The Dow Jones Industrial Average DJIA wasn't so lucky; the blue-chip gauge finished below its 200-day moving average for the first time since June. The Nasdaq composite COMP also closed below its 200-day moving average, although the index also finished below the critical trendline on Friday.That leaves U.S. stocks in a precarious position. According to Jonathan Krinsky, BTIG's managing director and chief market technician, this is the third time the S&P 500 has tested the 6,600 level going back to October. If stocks sink on Thursday, ","content":"<html><head></head><body><p>U.S. stocks were flirting with a critical threshold on Wednesday that, if broken, could portend another 10% drop for the S&amp;P 500, according to one technical analyst.</p><p>The S&amp;P 500 SPX finished Wednesday at 6,624.70, just a hair north of its 200-day moving average at 6,615.70, FactSet data showed. The Dow Jones Industrial Average DJIA wasn&#39;t so lucky; the blue-chip gauge finished below its 200-day moving average for the first time since June. The Nasdaq composite COMP also closed below its 200-day moving average, although the index also finished below the critical trendline on Friday.</p><p>That leaves U.S. stocks in a precarious position. According to Jonathan Krinsky, BTIG&#39;s managing director and chief market technician, this is the third time the S&amp;P 500 has tested the 6,600 level going back to October. If stocks sink on Thursday, the S&amp;P 500 could break through the critical support level.</p><p>&#34;We have little confidence of it holding as support,&#34; Krinsky said in written commentary shared with MarketWatch.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1f28ad9c4959d00850b8c31097b0ab16\" alt=\"\" title=\"\" tg-width=\"700\" tg-height=\"374\"/></p><p>This technical setup means there is now a decent probability that the S&amp;P 500 will fall all the way back to 6,000, Krinsky said.</p><p>More pressure on stocks emerged after the closing bell on Wednesday. Crude-oil prices (CL.1) (BRN00) continued to climb following an Iranian attack on Qatar&#39;s Ras Laffan energy hub. The Qatari Ministry of Foreign Affairs said in a post on X that the attack resulted in fires causing significant damage to the facility. It also denounced it as a &#34;dangerous escalation.&#34;</p><p>Also, shares of Micron Technology <a href=\"https://laohu8.com/S/MU\">$(MU)$</a> were lower after hours, even after the company delivered a blowout earnings forecast and earnings beat. Krinsky had said earlier that the stock&#39;s reaction could have a big impact on the broader market, particularly the all-important semiconductor industry, on Thursday.</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>U.S. Stocks Have Reached A Critical Line In The Sand. Why The Next Move Could Be A 10% Drop.</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\">\nU.S. Stocks Have Reached A Critical Line In The Sand. Why The Next Move Could Be A 10% Drop.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-19 12:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks were flirting with a critical threshold on Wednesday that, if broken, could portend another 10% drop for the S&amp;P 500, according to one technical analyst.</p><p>The S&amp;P 500 SPX finished Wednesday at 6,624.70, just a hair north of its 200-day moving average at 6,615.70, FactSet data showed. The Dow Jones Industrial Average DJIA wasn&#39;t so lucky; the blue-chip gauge finished below its 200-day moving average for the first time since June. The Nasdaq composite COMP also closed below its 200-day moving average, although the index also finished below the critical trendline on Friday.</p><p>That leaves U.S. stocks in a precarious position. According to Jonathan Krinsky, BTIG&#39;s managing director and chief market technician, this is the third time the S&amp;P 500 has tested the 6,600 level going back to October. If stocks sink on Thursday, the S&amp;P 500 could break through the critical support level.</p><p>&#34;We have little confidence of it holding as support,&#34; Krinsky said in written commentary shared with MarketWatch.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1f28ad9c4959d00850b8c31097b0ab16\" alt=\"\" title=\"\" tg-width=\"700\" tg-height=\"374\"/></p><p>This technical setup means there is now a decent probability that the S&amp;P 500 will fall all the way back to 6,000, Krinsky said.</p><p>More pressure on stocks emerged after the closing bell on Wednesday. Crude-oil prices (CL.1) (BRN00) continued to climb following an Iranian attack on Qatar&#39;s Ras Laffan energy hub. The Qatari Ministry of Foreign Affairs said in a post on X that the attack resulted in fires causing significant damage to the facility. It also denounced it as a &#34;dangerous escalation.&#34;</p><p>Also, shares of Micron Technology <a href=\"https://laohu8.com/S/MU\">$(MU)$</a> were lower after hours, even after the company delivered a blowout earnings forecast and earnings beat. Krinsky had said earlier that the stock&#39;s reaction could have a big impact on the broader market, particularly the all-important semiconductor industry, on Thursday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4504":"桥水持仓","BK4559":"巴菲特持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4579":"人工智能",".DJI":"道琼斯","BK4550":"红杉资本持仓","BK4588":"碎股","LU0056508442.USD":"贝莱德世界科技基金A2","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD",".IXIC":"NASDAQ Composite","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H",".SPX":"S&P 500 Index","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0109392836.USD":"富兰克林科技股A","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4512":"苹果概念","BK4543":"AI","BK4532":"文艺复兴科技持仓","BK4527":"明星科技股","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4553":"喜马拉雅资本持仓","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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The Dow Jones Industrial Average DJIA wasn't so lucky; the blue-chip gauge finished below its 200-day moving average for the first time since June. The Nasdaq composite COMP also closed below its 200-day moving average, although the index also finished below the critical trendline on Friday.That leaves U.S. stocks in a precarious position. According to Jonathan Krinsky, BTIG's managing director and chief market technician, this is the third time the S&P 500 has tested the 6,600 level going back to October. If stocks sink on Thursday, the S&P 500 could break through the critical support level.\"We have little confidence of it holding as support,\" Krinsky said in written commentary shared with MarketWatch.This technical setup means there is now a decent probability that the S&P 500 will fall all the way back to 6,000, Krinsky said.More pressure on stocks emerged after the closing bell on Wednesday. Crude-oil prices (CL.1) (BRN00) continued to climb following an Iranian attack on Qatar's Ras Laffan energy hub. The Qatari Ministry of Foreign Affairs said in a post on X that the attack resulted in fires causing significant damage to the facility. It also denounced it as a \"dangerous escalation.\"Also, shares of Micron Technology $(MU)$ were lower after hours, even after the company delivered a blowout earnings forecast and earnings beat. Krinsky had said earlier that the stock's reaction could have a big impact on the broader market, particularly the all-important semiconductor industry, on Thursday.","news_type":1,"symbols_score_info":{".DJI":2,".SPX":2,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":544248701281744,"gmtCreate":1773901060796,"gmtModify":1773901064776,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"This and Tesla&nbsp;","listText":"This and Tesla&nbsp;","text":"This and Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/544248701281744","repostId":"2620239905","repostType":2,"repost":{"id":"2620239905","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1773899579,"share":"https://ttm.financial/m/news/2620239905?lang=en_US&edition=fundamental","pubTime":"2026-03-19 13:52","market":"sg","language":"en","title":"Nvidia's Next Act Will Be Its Biggest -- and Toughest","url":"https://stock-news.laohu8.com/highlight/detail?id=2620239905","media":"Dow Jones","summary":"It says something about Nvidia's current state when a trillion dollars in sales counts as mundane.Nvidia hasn't achieved that yet. But the company used its GTC conference this week to project that much in revenue for just two of its chip families for the three-year period ending in 2027. And Chief Executive Officer Jensen Huang later made clear that forecast is a floor, as it doesn't include some of the company's latest offerings like the new Groq chip for AI inferencing that was announced at the event.Wall Street's projections for Nvidia's business were already robust. But the trillion-dollar forecast still counts as a beat, as analysts were expecting Nvidia's total data center revenue of around $965 billion for the specified period, according to consensus estimates from Visible Alpha.","content":"<html><head></head><body><p>It says something about <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s current state when a trillion dollars in sales counts as mundane.</p><p>Nvidia hasn&#39;t achieved that yet. But the company used its GTC conference this week to project that much in revenue for just two of its chip families for the three-year period ending in 2027. And Chief Executive Officer Jensen Huang later made clear that forecast is a floor, as it doesn&#39;t include some of the company&#39;s latest offerings like the new Groq chip for AI inferencing that was announced at the event.</p><p>Wall Street&#39;s projections for Nvidia&#39;s business were already robust. But the trillion-dollar forecast still counts as a beat, as analysts were expecting Nvidia&#39;s total data center revenue of around $965 billion for the specified period, according to consensus estimates from Visible Alpha.</p><p>And yet, investors are yawning. Nvidia&#39;s stock has barely budged over the two days since the conference started. That continues a subpar recent performance, with the shares slipping more than 2% since the start of the year. Nvidia&#39;s stock has essentially flatlined even as its results -- and projected business -- keep surging higher. The world&#39;s most valuable company now commands a multiple of projected earnings below the S&amp;P 500 for the first time in more than a decade, according to data from FactSet.</p><p>There is a mix of reasons. Investors have been growing more concerned with the sustainability of AI spending. Most of the megacap tech giants draining their free cash flow to buy Nvidia&#39;s chips have seen their stocks fare even worse this year.</p><p>The capital spending plans broadcast by those companies over the last couple of months also didn&#39;t leave much mystery as to who would be the biggest beneficiary. Daniel Newman, CEO of market research firm Futurum, noted that even the $1 trillion forecast &#34;did not fully answer the question the market is asking now, which is whether Nvidia has another real upside leg beyond the already massive AI infrastructure cycle that investors have been underwriting for two years.&#34;</p><p>Nvidia&#39;s already enormous market cap of $4.4 trillion also creates a challenge for semiconductor investors accustomed to looking for more upside potential. &#34;Many investors, at least the ones that talk to semis analysts, want to pick stocks that they can at least create scenarios of them doubling,&#34; Josh Buchalter of TD Cowen wrote in a report Monday.</p><p>Nvidia also now sits at a competitive crossroads, as the evolving needs of the AI computing market grow beyond the training of large language models that the company&#39;s GPU chips were so well suited for. Nvidia spent much of this year&#39;s conference touting its strength in inferencing, which is when AI models produce responses to queries. Cost-effective inferencing requires a high mix of CPU chips, which are the main brains of any computing system. Nvidia designs its own CPU chips now, but that has long been a market dominated by companies like Advanced Micro Devices and Intel.</p><p>Those competitors, plus a host of startups and the in-house chip design teams of major Nvidia customers like Google, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and Microsoft all see an opportunity in the shift to inferencing. Nvidia&#39;s sky-high gross profit margins of more than 70% also make the company a tempting target for challengers that feel they can underprice the leader.</p><p>But a lower price alone won&#39;t nullify Nvidia&#39;s strong advantages. The company is moving fast and now pushes out significant new platforms every year. That speed is most evident with the Groq chips that will be available with the Vera Rubin platforms that start shipping later this year -- less than 12 months after Nvidia secured the deal with the startup. The rapid evolution of Nvidia&#39;s systems makes it hard for competitors to keep up. &#34;We consistently hear that customers see a competitive product as potentially lower cost, put it into use, and come back to Nvidia,&#34; Morgan Stanley analyst Joe Moore wrote in a report Tuesday.</p><p>Nvidia&#39;s resources are also a major advantage in a market where vital components like memory are in short supply and seeing significant price surges. The company ended its latest fiscal year in January with $95.2 billion in manufacturing, supply and capacity commitments, which was up nearly $45 billion from just three months prior and far beyond the annual free cash flow of any other chip competitor. Nvidia will likely keep dominating the AI market for the next few years. How investors will choose to value that is far less certain.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Next Act Will Be Its Biggest -- and Toughest</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Next Act Will Be Its Biggest -- and Toughest\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-19 13:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It says something about <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s current state when a trillion dollars in sales counts as mundane.</p><p>Nvidia hasn&#39;t achieved that yet. But the company used its GTC conference this week to project that much in revenue for just two of its chip families for the three-year period ending in 2027. And Chief Executive Officer Jensen Huang later made clear that forecast is a floor, as it doesn&#39;t include some of the company&#39;s latest offerings like the new Groq chip for AI inferencing that was announced at the event.</p><p>Wall Street&#39;s projections for Nvidia&#39;s business were already robust. But the trillion-dollar forecast still counts as a beat, as analysts were expecting Nvidia&#39;s total data center revenue of around $965 billion for the specified period, according to consensus estimates from Visible Alpha.</p><p>And yet, investors are yawning. Nvidia&#39;s stock has barely budged over the two days since the conference started. That continues a subpar recent performance, with the shares slipping more than 2% since the start of the year. Nvidia&#39;s stock has essentially flatlined even as its results -- and projected business -- keep surging higher. The world&#39;s most valuable company now commands a multiple of projected earnings below the S&amp;P 500 for the first time in more than a decade, according to data from FactSet.</p><p>There is a mix of reasons. Investors have been growing more concerned with the sustainability of AI spending. Most of the megacap tech giants draining their free cash flow to buy Nvidia&#39;s chips have seen their stocks fare even worse this year.</p><p>The capital spending plans broadcast by those companies over the last couple of months also didn&#39;t leave much mystery as to who would be the biggest beneficiary. Daniel Newman, CEO of market research firm Futurum, noted that even the $1 trillion forecast &#34;did not fully answer the question the market is asking now, which is whether Nvidia has another real upside leg beyond the already massive AI infrastructure cycle that investors have been underwriting for two years.&#34;</p><p>Nvidia&#39;s already enormous market cap of $4.4 trillion also creates a challenge for semiconductor investors accustomed to looking for more upside potential. &#34;Many investors, at least the ones that talk to semis analysts, want to pick stocks that they can at least create scenarios of them doubling,&#34; Josh Buchalter of TD Cowen wrote in a report Monday.</p><p>Nvidia also now sits at a competitive crossroads, as the evolving needs of the AI computing market grow beyond the training of large language models that the company&#39;s GPU chips were so well suited for. Nvidia spent much of this year&#39;s conference touting its strength in inferencing, which is when AI models produce responses to queries. Cost-effective inferencing requires a high mix of CPU chips, which are the main brains of any computing system. Nvidia designs its own CPU chips now, but that has long been a market dominated by companies like Advanced Micro Devices and Intel.</p><p>Those competitors, plus a host of startups and the in-house chip design teams of major Nvidia customers like Google, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and Microsoft all see an opportunity in the shift to inferencing. Nvidia&#39;s sky-high gross profit margins of more than 70% also make the company a tempting target for challengers that feel they can underprice the leader.</p><p>But a lower price alone won&#39;t nullify Nvidia&#39;s strong advantages. The company is moving fast and now pushes out significant new platforms every year. That speed is most evident with the Groq chips that will be available with the Vera Rubin platforms that start shipping later this year -- less than 12 months after Nvidia secured the deal with the startup. The rapid evolution of Nvidia&#39;s systems makes it hard for competitors to keep up. &#34;We consistently hear that customers see a competitive product as potentially lower cost, put it into use, and come back to Nvidia,&#34; Morgan Stanley analyst Joe Moore wrote in a report Tuesday.</p><p>Nvidia&#39;s resources are also a major advantage in a market where vital components like memory are in short supply and seeing significant price surges. The company ended its latest fiscal year in January with $95.2 billion in manufacturing, supply and capacity commitments, which was up nearly $45 billion from just three months prior and far beyond the annual free cash flow of any other chip competitor. Nvidia will likely keep dominating the AI market for the next few years. How investors will choose to value that is far less certain.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1202635105.USD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (USDHDG) INC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4598":"佩洛西持仓","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","NVDA":"英伟达","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","BK4605":"半导体精选","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","BK4608":"AI应用概念股","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - 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But the company used its GTC conference this week to project that much in revenue for just two of its chip families for the three-year period ending in 2027. And Chief Executive Officer Jensen Huang later made clear that forecast is a floor, as it doesn't include some of the company's latest offerings like the new Groq chip for AI inferencing that was announced at the event.Wall Street's projections for Nvidia's business were already robust. But the trillion-dollar forecast still counts as a beat, as analysts were expecting Nvidia's total data center revenue of around $965 billion for the specified period, according to consensus estimates from Visible Alpha.And yet, investors are yawning. Nvidia's stock has barely budged over the two days since the conference started. That continues a subpar recent performance, with the shares slipping more than 2% since the start of the year. Nvidia's stock has essentially flatlined even as its results -- and projected business -- keep surging higher. The world's most valuable company now commands a multiple of projected earnings below the S&P 500 for the first time in more than a decade, according to data from FactSet.There is a mix of reasons. Investors have been growing more concerned with the sustainability of AI spending. Most of the megacap tech giants draining their free cash flow to buy Nvidia's chips have seen their stocks fare even worse this year.The capital spending plans broadcast by those companies over the last couple of months also didn't leave much mystery as to who would be the biggest beneficiary. Daniel Newman, CEO of market research firm Futurum, noted that even the $1 trillion forecast \"did not fully answer the question the market is asking now, which is whether Nvidia has another real upside leg beyond the already massive AI infrastructure cycle that investors have been underwriting for two years.\"Nvidia's already enormous market cap of $4.4 trillion also creates a challenge for semiconductor investors accustomed to looking for more upside potential. \"Many investors, at least the ones that talk to semis analysts, want to pick stocks that they can at least create scenarios of them doubling,\" Josh Buchalter of TD Cowen wrote in a report Monday.Nvidia also now sits at a competitive crossroads, as the evolving needs of the AI computing market grow beyond the training of large language models that the company's GPU chips were so well suited for. Nvidia spent much of this year's conference touting its strength in inferencing, which is when AI models produce responses to queries. Cost-effective inferencing requires a high mix of CPU chips, which are the main brains of any computing system. Nvidia designs its own CPU chips now, but that has long been a market dominated by companies like Advanced Micro Devices and Intel.Those competitors, plus a host of startups and the in-house chip design teams of major Nvidia customers like Google, Amazon and Microsoft all see an opportunity in the shift to inferencing. Nvidia's sky-high gross profit margins of more than 70% also make the company a tempting target for challengers that feel they can underprice the leader.But a lower price alone won't nullify Nvidia's strong advantages. The company is moving fast and now pushes out significant new platforms every year. That speed is most evident with the Groq chips that will be available with the Vera Rubin platforms that start shipping later this year -- less than 12 months after Nvidia secured the deal with the startup. The rapid evolution of Nvidia's systems makes it hard for competitors to keep up. \"We consistently hear that customers see a competitive product as potentially lower cost, put it into use, and come back to Nvidia,\" Morgan Stanley analyst Joe Moore wrote in a report Tuesday.Nvidia's resources are also a major advantage in a market where vital components like memory are in short supply and seeing significant price surges. The company ended its latest fiscal year in January with $95.2 billion in manufacturing, supply and capacity commitments, which was up nearly $45 billion from just three months prior and far beyond the annual free cash flow of any other chip competitor. Nvidia will likely keep dominating the AI market for the next few years. How investors will choose to value that is far less certain.","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":1536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":539338988873144,"gmtCreate":1772696279652,"gmtModify":1772696283639,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"Who wrote this crap","listText":"Who wrote this crap","text":"Who wrote this crap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/539338988873144","repostId":"2617515348","repostType":4,"repost":{"id":"2617515348","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1772694687,"share":"https://ttm.financial/m/news/2617515348?lang=en_US&edition=fundamental","pubTime":"2026-03-05 15:11","market":"other","language":"en","title":"How the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2617515348","media":"Dow Jones","summary":"Stick a fork in it. Turn out the lights. Hasta la vista.Say it anyway you'd like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, Amazon.com, Apple, Meta Platforms, Nvidia, Microsoft, and Tesla -- is now a thing of the past.The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.True, folks predicted the demise of the Mag Seven's dominance last year, and it didn't happen. What's different now is that artificial intelligence has thickened the plot.First, AI subverts the tech giants' economies of scale by lowering the relatively high fixed cost","content":"<html><head></head><body><p>Stick a fork in it. Turn out the lights. Hasta la vista.</p><p>Say it anyway you&#39;d like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com, Apple, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Microsoft, and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> -- is now a thing of the past.</p><p>The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.</p><p>Recall that BofA Securities analyst Michael Hartnett coined the term Magnificent Seven in 2023, referring to the 1960 John Sturges Western gunslinger flick (an adaptation of Akira Kurosawa&#39;s 1954 film Seven Samurai). Since then those stocks have been lights out, up 76% in 2023, 47.5% in 2024, and 19.3% last year, beating the market every year, according to FactSet. Even with the group&#39;s performance down a bit last year, it contributed 42% of the S&amp;P 500&#39;s total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments. And the Mag Seven accounts for roughly one-third of the index&#39;s market cap.</p><p>We&#39;ve seen this movie before. There was the Era of the Titans in the 1960s, when 10 companies, led by AT&amp;T, General Motors, and <a href=\"https://laohu8.com/S/XOM\">Exxon</a> Mobil, then called Standard Oil, accounted for nearly 30% of the market; the Nifty Fifty in the late 1960s and early 1970s; and the dot-com era, when mega tech stocks Cisco Systems, Microsoft, Intel, and <a href=\"https://laohu8.com/S/DELL\">Dell</a> Technologies made up 27% of the market. Now the market is even more concentrated in fewer stocks.</p><p>True, folks predicted the demise of the Mag Seven&#39;s dominance last year, and it didn&#39;t happen. What&#39;s different now is that artificial intelligence has thickened the plot.</p><p>For starters, Microsoft, Amazon, Alphabet, and Meta (as well as Oracle) are spending jaw-dropping money on data centers and Nvidia chips. (This is less the case for Tesla and Apple -- and of course, Nvidia stands to benefit.) Peter Berezin, chief global strategist at BCA Research, notes that the &#34;hyperscalers are set to spend $670 billion on capex in 2026, up from $410 billion in 2025 and $240 billion in 2024. Free cash flow is plummeting and has already turned negative for Oracle.&#34; This spending lowers the heretofore bountiful margins of the Mag Seven and makes their financials more opaque as they tap Wall Street for complex loan and funding strategies.</p><p>But wait, there&#39;s more -- which Berezin lays out in a recent paper, &#34;AI Will Kill The Tech Monopolies.&#34; Tech companies, Berezin says, have historically generated profits from three sources: economies of scale, network effects, and proprietary technologies. &#34;A lot of things that Mag Seven have enjoyed that have contributed to their profitability could now be threatened by AI,&#34; he argues.</p><p>First, AI subverts the tech giants&#39; economies of scale by lowering the relatively high fixed costs of writing software, which had served as a protective moat for these companies. AI allows anyone to code. And the market has brutally punished software companies, with the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Expanded Tech-Software Sector exchange-traded fund down some 30% from its 2025 peak. On the variable cost side of the coin, spending on graphics processing units and data centers, as well as massive electricity bills, are sending tech companies&#39; capital-light models the way of the dial-up modem.</p><p>As for network effects, which have greatly facilitated the likes of Facebook, YouTube, and LinkedIn, Berezin sees AI undermining this advantage in two ways. First, as AI bots populate these sites with fake images and get-rich schemes, audiences will tune out. Second, and even more concerning for the networks, is that AI systems could create a content feed layered on top of one&#39;s preferred social media. This would reduce the leverage that, say, YouTube has over an influencer, who could bypass that channel and post anywhere and get picked up by the AI algorithm.</p><p>When it comes to proprietary technology, Berezin argues that since much of what goes into creating AI systems is open source, it will be difficult for any one company to achieve a monopoly position. Incumbents that increasingly use AI as part of their core processes, like Microsoft and Alphabet, will lose monopoly power as it lessens the degree to which they are differentiated.</p><p>The markets seem to be waking up to all this. Mean reversion, never an &#34;if&#34; but a &#34;when&#34; proposition, may already be occurring. The Mag Seven is down 7.2% year to date, while the S&amp;P 500 is off 0.89%. What would the S&amp;P 500&#39;s performance be if you stripped out the Mag Seven? A proxy for that is the <a href=\"https://laohu8.com/S/XMAG\">Defiance Large Cap ex-Mag 7 ETF</a>, which I wrote about at its launch in October 2024 and which owns all the stocks in the S&amp;P 500 except those seven. It&#39;s up 1.89% year to date.</p><p>&#34;There are periods of time where the Mag Seven has taken a back seat, and this year is one of them,&#34; says Sylvia Jablonski, chief investment officer of Defiance ETFs.</p><p>Another non-Mag Seven play is the Invesco S&amp;P 500 Equal Weight ETF, which mutes the outperformance of the Mag Seven (or any other stock) by equal-weighting each stock in the index and rebalancing every quarter. It&#39;s up 5.1% year to date.</p><p>Circling back to the 1960 Sturges movie, near the end of the flick a character remarks that the Magnificent Seven gunslingers were &#34;like the wind, blowing over the land and passing on.&#34; So too, now, perhaps this latest version.</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>How the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks</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\">\nHow the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-05 15:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stick a fork in it. Turn out the lights. Hasta la vista.</p><p>Say it anyway you&#39;d like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com, Apple, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Microsoft, and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> -- is now a thing of the past.</p><p>The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.</p><p>Recall that BofA Securities analyst Michael Hartnett coined the term Magnificent Seven in 2023, referring to the 1960 John Sturges Western gunslinger flick (an adaptation of Akira Kurosawa&#39;s 1954 film Seven Samurai). Since then those stocks have been lights out, up 76% in 2023, 47.5% in 2024, and 19.3% last year, beating the market every year, according to FactSet. Even with the group&#39;s performance down a bit last year, it contributed 42% of the S&amp;P 500&#39;s total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments. And the Mag Seven accounts for roughly one-third of the index&#39;s market cap.</p><p>We&#39;ve seen this movie before. There was the Era of the Titans in the 1960s, when 10 companies, led by AT&amp;T, General Motors, and <a href=\"https://laohu8.com/S/XOM\">Exxon</a> Mobil, then called Standard Oil, accounted for nearly 30% of the market; the Nifty Fifty in the late 1960s and early 1970s; and the dot-com era, when mega tech stocks Cisco Systems, Microsoft, Intel, and <a href=\"https://laohu8.com/S/DELL\">Dell</a> Technologies made up 27% of the market. Now the market is even more concentrated in fewer stocks.</p><p>True, folks predicted the demise of the Mag Seven&#39;s dominance last year, and it didn&#39;t happen. What&#39;s different now is that artificial intelligence has thickened the plot.</p><p>For starters, Microsoft, Amazon, Alphabet, and Meta (as well as Oracle) are spending jaw-dropping money on data centers and Nvidia chips. (This is less the case for Tesla and Apple -- and of course, Nvidia stands to benefit.) Peter Berezin, chief global strategist at BCA Research, notes that the &#34;hyperscalers are set to spend $670 billion on capex in 2026, up from $410 billion in 2025 and $240 billion in 2024. Free cash flow is plummeting and has already turned negative for Oracle.&#34; This spending lowers the heretofore bountiful margins of the Mag Seven and makes their financials more opaque as they tap Wall Street for complex loan and funding strategies.</p><p>But wait, there&#39;s more -- which Berezin lays out in a recent paper, &#34;AI Will Kill The Tech Monopolies.&#34; Tech companies, Berezin says, have historically generated profits from three sources: economies of scale, network effects, and proprietary technologies. &#34;A lot of things that Mag Seven have enjoyed that have contributed to their profitability could now be threatened by AI,&#34; he argues.</p><p>First, AI subverts the tech giants&#39; economies of scale by lowering the relatively high fixed costs of writing software, which had served as a protective moat for these companies. AI allows anyone to code. And the market has brutally punished software companies, with the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Expanded Tech-Software Sector exchange-traded fund down some 30% from its 2025 peak. On the variable cost side of the coin, spending on graphics processing units and data centers, as well as massive electricity bills, are sending tech companies&#39; capital-light models the way of the dial-up modem.</p><p>As for network effects, which have greatly facilitated the likes of Facebook, YouTube, and LinkedIn, Berezin sees AI undermining this advantage in two ways. First, as AI bots populate these sites with fake images and get-rich schemes, audiences will tune out. Second, and even more concerning for the networks, is that AI systems could create a content feed layered on top of one&#39;s preferred social media. This would reduce the leverage that, say, YouTube has over an influencer, who could bypass that channel and post anywhere and get picked up by the AI algorithm.</p><p>When it comes to proprietary technology, Berezin argues that since much of what goes into creating AI systems is open source, it will be difficult for any one company to achieve a monopoly position. Incumbents that increasingly use AI as part of their core processes, like Microsoft and Alphabet, will lose monopoly power as it lessens the degree to which they are differentiated.</p><p>The markets seem to be waking up to all this. Mean reversion, never an &#34;if&#34; but a &#34;when&#34; proposition, may already be occurring. The Mag Seven is down 7.2% year to date, while the S&amp;P 500 is off 0.89%. What would the S&amp;P 500&#39;s performance be if you stripped out the Mag Seven? A proxy for that is the <a href=\"https://laohu8.com/S/XMAG\">Defiance Large Cap ex-Mag 7 ETF</a>, which I wrote about at its launch in October 2024 and which owns all the stocks in the S&amp;P 500 except those seven. It&#39;s up 1.89% year to date.</p><p>&#34;There are periods of time where the Mag Seven has taken a back seat, and this year is one of them,&#34; says Sylvia Jablonski, chief investment officer of Defiance ETFs.</p><p>Another non-Mag Seven play is the Invesco S&amp;P 500 Equal Weight ETF, which mutes the outperformance of the Mag Seven (or any other stock) by equal-weighting each stock in the index and rebalancing every quarter. It&#39;s up 5.1% year to date.</p><p>Circling back to the 1960 Sturges movie, near the end of the flick a character remarks that the Magnificent Seven gunslingers were &#34;like the wind, blowing over the land and passing on.&#34; So too, now, perhaps this latest version.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4516":"特朗普概念","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4515":"5G概念","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU1645745479.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (HKDHDG) INC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","GOOG":"谷歌","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4549":"软银资本持仓","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","BK4548":"巴美列捷福持仓","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0107464264.USD":"abrdn SICAV I - 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Turn out the lights. Hasta la vista.Say it anyway you'd like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, Amazon.com, Apple, Meta Platforms, Nvidia, Microsoft, and Tesla -- is now a thing of the past.The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.Recall that BofA Securities analyst Michael Hartnett coined the term Magnificent Seven in 2023, referring to the 1960 John Sturges Western gunslinger flick (an adaptation of Akira Kurosawa's 1954 film Seven Samurai). Since then those stocks have been lights out, up 76% in 2023, 47.5% in 2024, and 19.3% last year, beating the market every year, according to FactSet. Even with the group's performance down a bit last year, it contributed 42% of the S&P 500's total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments. And the Mag Seven accounts for roughly one-third of the index's market cap.We've seen this movie before. There was the Era of the Titans in the 1960s, when 10 companies, led by AT&T, General Motors, and Exxon Mobil, then called Standard Oil, accounted for nearly 30% of the market; the Nifty Fifty in the late 1960s and early 1970s; and the dot-com era, when mega tech stocks Cisco Systems, Microsoft, Intel, and Dell Technologies made up 27% of the market. Now the market is even more concentrated in fewer stocks.True, folks predicted the demise of the Mag Seven's dominance last year, and it didn't happen. What's different now is that artificial intelligence has thickened the plot.For starters, Microsoft, Amazon, Alphabet, and Meta (as well as Oracle) are spending jaw-dropping money on data centers and Nvidia chips. (This is less the case for Tesla and Apple -- and of course, Nvidia stands to benefit.) Peter Berezin, chief global strategist at BCA Research, notes that the \"hyperscalers are set to spend $670 billion on capex in 2026, up from $410 billion in 2025 and $240 billion in 2024. Free cash flow is plummeting and has already turned negative for Oracle.\" This spending lowers the heretofore bountiful margins of the Mag Seven and makes their financials more opaque as they tap Wall Street for complex loan and funding strategies.But wait, there's more -- which Berezin lays out in a recent paper, \"AI Will Kill The Tech Monopolies.\" Tech companies, Berezin says, have historically generated profits from three sources: economies of scale, network effects, and proprietary technologies. \"A lot of things that Mag Seven have enjoyed that have contributed to their profitability could now be threatened by AI,\" he argues.First, AI subverts the tech giants' economies of scale by lowering the relatively high fixed costs of writing software, which had served as a protective moat for these companies. AI allows anyone to code. And the market has brutally punished software companies, with the iShares Expanded Tech-Software Sector exchange-traded fund down some 30% from its 2025 peak. On the variable cost side of the coin, spending on graphics processing units and data centers, as well as massive electricity bills, are sending tech companies' capital-light models the way of the dial-up modem.As for network effects, which have greatly facilitated the likes of Facebook, YouTube, and LinkedIn, Berezin sees AI undermining this advantage in two ways. First, as AI bots populate these sites with fake images and get-rich schemes, audiences will tune out. Second, and even more concerning for the networks, is that AI systems could create a content feed layered on top of one's preferred social media. This would reduce the leverage that, say, YouTube has over an influencer, who could bypass that channel and post anywhere and get picked up by the AI algorithm.When it comes to proprietary technology, Berezin argues that since much of what goes into creating AI systems is open source, it will be difficult for any one company to achieve a monopoly position. Incumbents that increasingly use AI as part of their core processes, like Microsoft and Alphabet, will lose monopoly power as it lessens the degree to which they are differentiated.The markets seem to be waking up to all this. Mean reversion, never an \"if\" but a \"when\" proposition, may already be occurring. The Mag Seven is down 7.2% year to date, while the S&P 500 is off 0.89%. What would the S&P 500's performance be if you stripped out the Mag Seven? A proxy for that is the Defiance Large Cap ex-Mag 7 ETF, which I wrote about at its launch in October 2024 and which owns all the stocks in the S&P 500 except those seven. It's up 1.89% year to date.\"There are periods of time where the Mag Seven has taken a back seat, and this year is one of them,\" says Sylvia Jablonski, chief investment officer of Defiance ETFs.Another non-Mag Seven play is the Invesco S&P 500 Equal Weight ETF, which mutes the outperformance of the Mag Seven (or any other stock) by equal-weighting each stock in the index and rebalancing every quarter. It's up 5.1% year to date.Circling back to the 1960 Sturges movie, near the end of the flick a character remarks that the Magnificent Seven gunslingers were \"like the wind, blowing over the land and passing on.\" So too, now, perhaps this latest version.","news_type":1,"symbols_score_info":{"MSFT":2,"GOOG":2,"META":2,"TSLA":2,"AAPL":2,"NVDA":2,"AMZN":2}},"isVote":1,"tweetType":1,"viewCount":1717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496895841092520,"gmtCreate":1762334966080,"gmtModify":1762334969952,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"How many times must nvidia emphasize their china revenue is zero?","listText":"How many times must nvidia emphasize their china revenue is zero?","text":"How many times must nvidia emphasize their china revenue is zero?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/496895841092520","repostId":"2581746581","repostType":2,"repost":{"id":"2581746581","kind":"live","pubTimestamp":1762329600,"share":"https://ttm.financial/m/news/2581746581?lang=en_US&edition=fundamental","pubTime":"2025-11-05 16:00","market":"us","language":"en","title":"Exclusive-Foreign Chips Banned in Chinese State-Funded Data Centres Include Nvidia's H20, B200 and H200 Chips, Source Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2581746581","media":"THOMSON REUTERS","summary":"Exclusive-Foreign Chips Banned in Chinese State-Funded Data Centres Include Nvidia's H20, B200 and H","content":"<html><body><p>Exclusive-Foreign Chips Banned in Chinese State-Funded Data Centres Include Nvidia's H20, B200 and H200 Chips, 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Says","news_type":1,"symbols_score_info":{"NVIW.SI":0.6,"NVDS.UK":0.6,"SNVD.UK":0.6,"NVDY":0.6,"NVDD":0.6,"NVDA":0.9,"3NVD.UK":0.6,"2NVD.UK":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDU":0.6,"NVD":0.6,"NVDX":0.6,"NVDS":0.6,"NVDL":0.6}},"isVote":1,"tweetType":1,"viewCount":2759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496555545354648,"gmtCreate":1762251803405,"gmtModify":1762251806176,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"Buy the dip","listText":"Buy the dip","text":"Buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/496555545354648","repostId":"2580209799","repostType":2,"repost":{"id":"2580209799","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1762239468,"share":"https://ttm.financial/m/news/2580209799?lang=en_US&edition=fundamental","pubTime":"2025-11-04 14:57","market":"nz","language":"en","title":"Norway Wealth Fund To Vote Against Musk's $1 Trillion Tesla Pay Package","url":"https://stock-news.laohu8.com/highlight/detail?id=2580209799","media":"Reuters","summary":"UPDATE 2-Norway wealth fund to vote against Musk's $1 trillion Tesla pay packageAdds background and detail on vote in paragraphs 6-10. The fund, Tesla's seventh-biggest owner with a 1.12% stake worth $17 billion, also voted \"no\" to Musk's previous compensation plan, which was originally worth up to $56 billion, drawing a. sharp response from the CEO, who turned down an invitation to a conference in Oslo.NBIM on Tuesday also said it will vote against two out of three Tesla directors who are up for reelection.The $2.1 trillion Norwegian fund also said it would vote against Tesla's proposed general stock compensation plan, which is intended for all employees and can also be used by the board to benefit Musk.Tesla says its CEO will earn \"nothing\" unless the company's market value grows substantially and that the maximum award is only paid if the group reaches several milestones, most notably a market value of $8.5 trillion, a near six-fold increase.Yet Musk could still reap tens of billion","content":"<html><head></head><body><p>OSLO, Nov 4 (Reuters) - Norway&#39;s sovereign wealth fund, the world&#39;s largest, said on Tuesday it would vote against ratifying Tesla TSLA.O CEO Elon Musk&#39;s proposed compensation package, containing shares worth up to $1 trillion, at an annual general meeting this week.</p><p>Tesla shares dropped 2% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a7ea9f3f4d8ec8316019bd41f612e8ce\" tg-width=\"933\" tg-height=\"833\"/></p><p>Investors in the electric-vehicle maker will decide on November 6 whether to approve the package, likely the largest-ever CEO compensation agreement, which critics have called excessive.</p><p>Tesla&#39;s board is pushing for shareholders to approve the plan, with Chair Robyn Denholm warning last week that Musk could leave the company if the deal is rejected.</p><p>While the package could grant stock worth up to $1 trillion over 10 years, the cost of those shares at the time of the award will be deducted, making the value to Musk slightly lower, at up to $878 billion, according to a Reuters analysis.</p><p>&#34;While we appreciate the significant value created under Mr. Musk&#39;s visionary role, we are concerned about the total size of the award, dilution, and lack of mitigation of key person risk- consistent with our views on executive compensation,&#34; Norges Bank Investment Management said on its website.</p><p>The fund, Tesla&#39;s seventh-biggest owner with a 1.12% stake worth $17 billion, also voted &#34;no&#34; to Musk&#39;s previous compensation plan, which was originally worth up to $56 billion, drawing a sharp response from the CEO, who turned down an invitation to a conference in Oslo.</p><p>NBIM on Tuesday also said it will vote against two out of three Tesla directors who are up for reelection.</p><p>The $2.1 trillion Norwegian fund also said it would vote against Tesla&#39;s proposed general stock compensation plan, which is intended for all employees and can also be used by the board to benefit Musk.</p><p>Tesla says its CEO will earn &#34;nothing&#34; unless the company&#39;s market value grows substantially and that the maximum award is only paid if the group reaches several milestones, most notably a market value of $8.5 trillion, a near six-fold increase.</p><p>Yet Musk could still reap tens of billions of dollars without meeting many of those targets, according to experts in executive pay, company valuations, robotics and automotive trends.</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>Norway Wealth Fund To Vote Against Musk's $1 Trillion Tesla Pay Package</title>\n<style 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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\">\nNorway Wealth Fund To Vote Against Musk's $1 Trillion Tesla Pay Package\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-11-04 14:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>OSLO, Nov 4 (Reuters) - Norway&#39;s sovereign wealth fund, the world&#39;s largest, said on Tuesday it would vote against ratifying Tesla TSLA.O CEO Elon Musk&#39;s proposed compensation package, containing shares worth up to $1 trillion, at an annual general meeting this week.</p><p>Tesla shares dropped 2% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a7ea9f3f4d8ec8316019bd41f612e8ce\" tg-width=\"933\" tg-height=\"833\"/></p><p>Investors in the electric-vehicle maker will decide on November 6 whether to approve the package, likely the largest-ever CEO compensation agreement, which critics have called excessive.</p><p>Tesla&#39;s board is pushing for shareholders to approve the plan, with Chair Robyn Denholm warning last week that Musk could leave the company if the deal is rejected.</p><p>While the package could grant stock worth up to $1 trillion over 10 years, the cost of those shares at the time of the award will be deducted, making the value to Musk slightly lower, at up to $878 billion, according to a Reuters analysis.</p><p>&#34;While we appreciate the significant value created under Mr. Musk&#39;s visionary role, we are concerned about the total size of the award, dilution, and lack of mitigation of key person risk- consistent with our views on executive compensation,&#34; Norges Bank Investment Management said on its website.</p><p>The fund, Tesla&#39;s seventh-biggest owner with a 1.12% stake worth $17 billion, also voted &#34;no&#34; to Musk&#39;s previous compensation plan, which was originally worth up to $56 billion, drawing a sharp response from the CEO, who turned down an invitation to a conference in Oslo.</p><p>NBIM on Tuesday also said it will vote against two out of three Tesla directors who are up for reelection.</p><p>The $2.1 trillion Norwegian fund also said it would vote against Tesla&#39;s proposed general stock compensation plan, which is intended for all employees and can also be used by the board to benefit Musk.</p><p>Tesla says its CEO will earn &#34;nothing&#34; unless the company&#39;s market value grows substantially and that the maximum award is only paid if the group reaches several milestones, most notably a market value of $8.5 trillion, a near six-fold increase.</p><p>Yet Musk could still reap tens of billions of dollars without meeting many of those targets, according to experts in executive pay, company valuations, robotics and automotive trends.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) 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week.Tesla shares dropped 2% in overnight trading.Investors in the electric-vehicle maker will decide on November 6 whether to approve the package, likely the largest-ever CEO compensation agreement, which critics have called excessive.Tesla's board is pushing for shareholders to approve the plan, with Chair Robyn Denholm warning last week that Musk could leave the company if the deal is rejected.While the package could grant stock worth up to $1 trillion over 10 years, the cost of those shares at the time of the award will be deducted, making the value to Musk slightly lower, at up to $878 billion, according to a Reuters analysis.\"While we appreciate the significant value created under Mr. Musk's visionary role, we are concerned about the total size of the award, dilution, and lack of mitigation of key person risk- consistent with our views on executive compensation,\" Norges Bank Investment Management said on its website.The fund, Tesla's seventh-biggest owner with a 1.12% stake worth $17 billion, also voted \"no\" to Musk's previous compensation plan, which was originally worth up to $56 billion, drawing a sharp response from the CEO, who turned down an invitation to a conference in Oslo.NBIM on Tuesday also said it will vote against two out of three Tesla directors who are up for reelection.The $2.1 trillion Norwegian fund also said it would vote against Tesla's proposed general stock compensation plan, which is intended for all employees and can also be used by the board to benefit Musk.Tesla says its CEO will earn \"nothing\" unless the company's market value grows substantially and that the maximum award is only paid if the group reaches several milestones, most notably a market value of $8.5 trillion, a near six-fold increase.Yet Musk could still reap tens of billions of dollars without meeting many of those targets, according to experts in executive pay, company valuations, robotics and automotive trends.","news_type":1,"symbols_score_info":{"TSLA":0.9,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":2969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":495122649165928,"gmtCreate":1761888256227,"gmtModify":1761888260388,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"Lol ytd drop 8% today just recover to baseline point. It's a joke","listText":"Lol ytd drop 8% today just recover to baseline point. It's a joke","text":"Lol ytd drop 8% today just recover to baseline point. It's a joke","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/495122649165928","repostId":"2579066731","repostType":2,"repost":{"id":"2579066731","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1761870895,"share":"https://ttm.financial/m/news/2579066731?lang=en_US&edition=fundamental","pubTime":"2025-10-31 08:34","market":"fut","language":"en","title":"Strategy reports quarterly profit on bitcoin gains, shares rise","url":"https://stock-news.laohu8.com/highlight/detail?id=2579066731","media":"Reuters","summary":"Strategy reports quarterly profit on bitcoin gains, shares riseOct 30 (Reuters) - Strategy MSTR.O posted a profit in the third quarter, compared with a loss a year earlier, as improving sentiment arou","content":"<p><a href=\"https://laohu8.com/S/MSTR\">Strategy</a> posted a profit in the third quarter, compared with a loss a year earlier, as improving sentiment around the cryptocurrency sector benefited the largest corporate holder of bitcoin, sending its shares up nearly 4% after the bell.</p><p>Until the fourth quarter of 2024, Strategy could only record impairment losses when bitcoin's value fell below its purchase price, while gains from price increases remained unrealized unless the cryptocurrency was sold.</p><p>U.S. President Donald Trump's focus on the digital asset sector and his pledge to make America the global hub for cryptocurrencies, combined with strong ETF inflows, have helped bitcoin to scale multiple record highs in 2025.</p><p>Strategy held 640,808 bitcoins as of October 26, at a total cost of $47.44 billion, or $74,032 per bitcoin. The world's biggest cryptocurrency currently trades at around $107,833.</p><p>Rising bitcoin prices tend to appreciate Strategy's stock, enabling the company to raise additional capital for reinvestment into the cryptocurrency, creating a self-reinforcing cycle.</p><p>The increase in bitcoin's value lifts net income at Strategy's buy-and-hold treasury model, which has inspired several other companies to adopt similar approaches.</p><p>Strategy's net profit was $2.78 billion, or $8.42 per share, for the three months ended September 30, compared with a loss of $340.2 million, or $1.72 per share, a year earlier.</p><p>Shares of the company have lost about 12% so far in 2025, while bitcoin prices have risen 14.5%.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Strategy reports quarterly profit on bitcoin gains, shares rise</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStrategy reports quarterly profit on bitcoin gains, shares rise\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-10-31 08:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/MSTR\">Strategy</a> posted a profit in the third quarter, compared with a loss a year earlier, as improving sentiment around the cryptocurrency sector benefited the largest corporate holder of bitcoin, sending its shares up nearly 4% after the bell.</p><p>Until the fourth quarter of 2024, Strategy could only record impairment losses when bitcoin's value fell below its purchase price, while gains from price increases remained unrealized unless the cryptocurrency was sold.</p><p>U.S. President Donald Trump's focus on the digital asset sector and his pledge to make America the global hub for cryptocurrencies, combined with strong ETF inflows, have helped bitcoin to scale multiple record highs in 2025.</p><p>Strategy held 640,808 bitcoins as of October 26, at a total cost of $47.44 billion, or $74,032 per bitcoin. The world's biggest cryptocurrency currently trades at around $107,833.</p><p>Rising bitcoin prices tend to appreciate Strategy's stock, enabling the company to raise additional capital for reinvestment into the cryptocurrency, creating a self-reinforcing cycle.</p><p>The increase in bitcoin's value lifts net income at Strategy's buy-and-hold treasury model, which has inspired several other companies to adopt similar approaches.</p><p>Strategy's net profit was $2.78 billion, or $8.42 per share, for the three months ended September 30, compared with a loss of $340.2 million, or $1.72 per share, a year earlier.</p><p>Shares of the company have lost about 12% so far in 2025, while bitcoin prices have risen 14.5%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4595":"比特币概念","BK4596":"哈里斯概念","BK4588":"碎股","BK4600":"加密货币概念","BK4516":"特朗普概念","BK4023":"应用软件","BK4585":"ETF&股票定投概念","MSTR":"Strategy"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251030:nL4N3WB34R:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2579066731","content_text":"Strategy posted a profit in the third quarter, compared with a loss a year earlier, as improving sentiment around the cryptocurrency sector benefited the largest corporate holder of bitcoin, sending its shares up nearly 4% after the bell.Until the fourth quarter of 2024, Strategy could only record impairment losses when bitcoin's value fell below its purchase price, while gains from price increases remained unrealized unless the cryptocurrency was sold.U.S. President Donald Trump's focus on the digital asset sector and his pledge to make America the global hub for cryptocurrencies, combined with strong ETF inflows, have helped bitcoin to scale multiple record highs in 2025.Strategy held 640,808 bitcoins as of October 26, at a total cost of $47.44 billion, or $74,032 per bitcoin. The world's biggest cryptocurrency currently trades at around $107,833.Rising bitcoin prices tend to appreciate Strategy's stock, enabling the company to raise additional capital for reinvestment into the cryptocurrency, creating a self-reinforcing cycle.The increase in bitcoin's value lifts net income at Strategy's buy-and-hold treasury model, which has inspired several other companies to adopt similar approaches.Strategy's net profit was $2.78 billion, or $8.42 per share, for the three months ended September 30, compared with a loss of $340.2 million, or $1.72 per share, a year earlier.Shares of the company have lost about 12% so far in 2025, while bitcoin prices have risen 14.5%.","news_type":1,"symbols_score_info":{"MSTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494823954108592,"gmtCreate":1761837529341,"gmtModify":1761837532913,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"Huh?","listText":"Huh?","text":"Huh?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494823954108592","repostId":"2579129526","repostType":2,"repost":{"id":"2579129526","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1761837049,"share":"https://ttm.financial/m/news/2579129526?lang=en_US&edition=fundamental","pubTime":"2025-10-30 23:10","market":"fut","language":"en","title":"Core Scientific Inc. Highlights $10 Billion CoreWeave Contracts and Data Center Expansion in Investor Presentation","url":"https://stock-news.laohu8.com/highlight/detail?id=2579129526","media":"Reuters","summary":"Core Scientific Inc. outlined key developments during its recent investor presentation, highlighting long-term agreements with CoreWeave totaling over $10 billion in contract value and an estimated $850 million in average annual revenue. The company detailed its colocation contracts, which are designed to deliver strong margins, and reported a robust sales pipeline serving both hyperscale and non-hyperscale customers. Core Scientific is expanding its powered digital infrastructure portfolio, aiming to energize 250 MW by the end of 2025 and a total of 590 MW by early 2027. The company also noted that CoreWeave funds significant portions of the data center build-out costs and that the contracts include fixed pricing and security interests. The leadership team emphasized its extensive experience in data center infrastructure development. You can access the full presentation through the link below.Disclaimer: This news brief was created by Public Technologies  using generative artificial i","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      <a href=\"https://laohu8.com/S/CORZ\">Core Scientific</a> Inc. Highlights $10 Billion <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> Contracts and Data Center Expansion in Investor Presentation\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n        <a href=\"https://laohu8.com/S/CORZQ\">Core Scientific</a> Inc. outlined key developments during its recent investor presentation, highlighting long-term agreements with CoreWeave totaling over $10 billion in contract value and an estimated $850 million in average annual revenue. The company detailed its colocation contracts, which are designed to deliver strong margins, and reported a robust sales pipeline serving both hyperscale and non-hyperscale customers. <a href=\"https://laohu8.com/S/CRZWQ\">Core Scientific</a> is expanding its powered digital infrastructure portfolio, aiming to energize 250 MW by the end of 2025 and a total of 590 MW by early 2027. The company also noted that CoreWeave funds significant portions of the data center build-out costs and that the contracts include fixed pricing and security interests. The leadership team emphasized its extensive experience in data center infrastructure development. You can access the full presentation through the link below.\n      </p>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<em>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Core Scientific Inc. published the original content used to generate this news brief on October 30, 2025, and is solely responsible for the information contained therein.</span></em>\n</div></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>Core Scientific Inc. Highlights $10 Billion CoreWeave Contracts and Data Center Expansion in Investor Presentation</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\">\nCore Scientific Inc. Highlights $10 Billion CoreWeave Contracts and Data Center Expansion in Investor Presentation\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-10-30 23:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      <a href=\"https://laohu8.com/S/CORZ\">Core Scientific</a> Inc. Highlights $10 Billion <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> Contracts and Data Center Expansion in Investor Presentation\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n        <a href=\"https://laohu8.com/S/CORZQ\">Core Scientific</a> Inc. outlined key developments during its recent investor presentation, highlighting long-term agreements with CoreWeave totaling over $10 billion in contract value and an estimated $850 million in average annual revenue. The company detailed its colocation contracts, which are designed to deliver strong margins, and reported a robust sales pipeline serving both hyperscale and non-hyperscale customers. <a href=\"https://laohu8.com/S/CRZWQ\">Core Scientific</a> is expanding its powered digital infrastructure portfolio, aiming to energize 250 MW by the end of 2025 and a total of 590 MW by early 2027. The company also noted that CoreWeave funds significant portions of the data center build-out costs and that the contracts include fixed pricing and security interests. The leadership team emphasized its extensive experience in data center infrastructure development. You can access the full presentation through the link below.\n      </p>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<em>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Core Scientific Inc. published the original content used to generate this news brief on October 30, 2025, and is solely responsible for the information contained therein.</span></em>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CORZ":"Core Scientific, Inc.","BK4023":"应用软件","BK4608":"AI应用概念股","CRWV":"CoreWeave, Inc.","BK4116":"互联网服务与基础架构"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251030:nNDL9HNtLv:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2579129526","content_text":"Core Scientific Inc. Highlights $10 Billion CoreWeave Contracts and Data Center Expansion in Investor Presentation\n    \n\nCore Scientific Inc. outlined key developments during its recent investor presentation, highlighting long-term agreements with CoreWeave totaling over $10 billion in contract value and an estimated $850 million in average annual revenue. The company detailed its colocation contracts, which are designed to deliver strong margins, and reported a robust sales pipeline serving both hyperscale and non-hyperscale customers. Core Scientific is expanding its powered digital infrastructure portfolio, aiming to energize 250 MW by the end of 2025 and a total of 590 MW by early 2027. The company also noted that CoreWeave funds significant portions of the data center build-out costs and that the contracts include fixed pricing and security interests. The leadership team emphasized its extensive experience in data center infrastructure development. You can access the full presentation through the link below.\n      \n\nDisclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Core Scientific Inc. published the original content used to generate this news brief on October 30, 2025, and is solely responsible for the information contained therein.","news_type":1,"symbols_score_info":{"CORZ":0.9,"CRWV":0.9}},"isVote":1,"tweetType":1,"viewCount":2521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494743263040400,"gmtCreate":1761796848039,"gmtModify":1761796851230,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CORZ\">$Core Scientific, Inc.(CORZ)$</a> this fellow keep climbing due to its affiliation with coreweave and yet rejects acquisition. [Angry]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/CORZ\">$Core Scientific, Inc.(CORZ)$</a> this fellow keep climbing due to its affiliation with coreweave and yet rejects acquisition. [Angry]&nbsp;&nbsp;","text":"$Core Scientific, Inc.(CORZ)$ this fellow keep climbing due to its affiliation with coreweave and yet rejects acquisition. [Angry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494743263040400","isVote":1,"tweetType":1,"viewCount":2647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494684512010728,"gmtCreate":1761782454027,"gmtModify":1761782456806,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$&nbsp;</a>&nbsp;","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$","images":[{"img":"https://community-static.tradeup.com/news/3448d6abf6cc707e30dc802d9afda515","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494684512010728","isVote":1,"tweetType":1,"viewCount":2646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":494684443517720,"gmtCreate":1761782440336,"gmtModify":1761782442992,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CWVX\">$Tradr 2X Long CRWV Daily ETF(CWVX)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/CWVX\">$Tradr 2X Long CRWV Daily ETF(CWVX)$</a>&nbsp;","text":"$Tradr 2X Long CRWV Daily ETF(CWVX)$","images":[{"img":"https://community-static.tradeup.com/news/74f4f1525973cb51e97328844650daf0","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494684443517720","isVote":1,"tweetType":1,"viewCount":2249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":494684040839872,"gmtCreate":1761782421886,"gmtModify":1761782425048,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TXN\">$Texas Instruments(TXN)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TXN\">$Texas Instruments(TXN)$&nbsp;</a>&nbsp;","text":"$Texas Instruments(TXN)$","images":[{"img":"https://community-static.tradeup.com/news/c49dae73c8a78c8c697243956feafd8c","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494684040839872","isVote":1,"tweetType":1,"viewCount":1959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":494683939811936,"gmtCreate":1761782407718,"gmtModify":1761782410193,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NFXL\">$Direxion Daily NFLX Bull 2X Shares(NFXL)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/NFXL\">$Direxion Daily NFLX Bull 2X Shares(NFXL)$</a>&nbsp;","text":"$Direxion Daily NFLX Bull 2X 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href=\"https://ttm.financial/S/TSLQ\">$Tradr 2X Short TSLA Daily ETF(TSLQ)$&nbsp;</a> admitting my mistake [YoYo]&nbsp;&nbsp;","text":"$Tradr 2X Short TSLA Daily ETF(TSLQ)$ admitting my mistake [YoYo]","images":[{"img":"https://community-static.tradeup.com/news/988f2c74432847669d10dffc2d4b39b1","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/484886086259304","isVote":1,"tweetType":1,"viewCount":1364,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010994","idStr":"10000000000010994"},"content":"Elon already warned shorts would be obliterated","text":"Elon already warned shorts would be obliterated","html":"Elon already warned shorts would be obliterated"},{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"Just doubled down. Hopefully, sanity will resume.","text":"Just doubled down. Hopefully, sanity will resume.","html":"Just doubled down. Hopefully, sanity will resume."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":494683854402392,"gmtCreate":1761782377049,"gmtModify":1761782379461,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ORCX\">$DEFIANCE DAILY TARGET 2X LONG ORCL ETF(ORCX)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/ORCX\">$DEFIANCE DAILY TARGET 2X LONG ORCL ETF(ORCX)$</a>&nbsp;","text":"$DEFIANCE DAILY TARGET 2X LONG ORCL ETF(ORCX)$","images":[{"img":"https://community-static.tradeup.com/news/d56423cf43f026641f078d545004daa6","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494683854402392","isVote":1,"tweetType":1,"viewCount":1178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":466687303414272,"gmtCreate":1754974988029,"gmtModify":1754976634340,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"Shut up Elon","listText":"Shut up Elon","text":"Shut up Elon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/466687303414272","repostId":"2558691235","repostType":2,"repost":{"id":"2558691235","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1754962385,"share":"https://ttm.financial/m/news/2558691235?lang=en_US&edition=fundamental","pubTime":"2025-08-12 09:33","market":"us","language":"en","title":"Musk Accuses Apple of Antitrust Violation, Says xAI Will Take Legal Action","url":"https://stock-news.laohu8.com/highlight/detail?id=2558691235","media":"Reuters","summary":"Elon Musk said on Monday Apple is engaging in antitrust violations by allegedly making it impossible for any artificial intelligence company other than OpenAI to reach the No. 1 spot in its App Store...","content":"<html><head></head><body><p>Elon Musk said on Monday Apple is engaging in antitrust violations by allegedly making it impossible for any artificial intelligence company other than OpenAI to reach the No. 1 spot in its App Store rankings, calling it an &#34;unequivocal antitrust violation.&#34;</p><p>&#34;xAI will take immediate legal action,&#34; Musk said in an X post.</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>Musk Accuses Apple of Antitrust Violation, Says xAI Will Take Legal Action</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\">\nMusk Accuses Apple of Antitrust Violation, Says xAI Will Take Legal Action\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-08-12 09:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Elon Musk said on Monday Apple is engaging in antitrust violations by allegedly making it impossible for any artificial intelligence company other than OpenAI to reach the No. 1 spot in its App Store rankings, calling it an &#34;unequivocal antitrust violation.&#34;</p><p>&#34;xAI will take immediate legal action,&#34; Musk said in an X post.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0238689110.USD":"贝莱德环球动力股票基金","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0171293334.USD":"贝莱德英国基金A2","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1548497426.USD":"安联环球人工智能AT Acc","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 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post.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9904200940,"gmtCreate":1660047265882,"gmtModify":1703477296960,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>Why is MU dropping but&nbsp;GF is rising?","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a>Why is MU dropping but&nbsp;GF is rising?","text":"$Micron Technology(MU)$Why is MU dropping but GF is rising?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904200940","isVote":1,"tweetType":1,"viewCount":1358,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274726989542","authorId":"3479274726989542","name":"XianLi","avatar":"https://static.tigerbbs.com/908158bebd81330f593db2d217da7481","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274726989542","idStr":"3479274726989542"},"content":"The passive sentiment for macro economy greatly affects the expectation for the semi-conduct area. Mu also suffer a lot....","text":"The passive sentiment for macro economy greatly affects the expectation for the semi-conduct area. Mu also suffer a lot....","html":"The passive sentiment for macro economy greatly affects the expectation for the semi-conduct area. Mu also suffer a lot...."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":484847438229728,"gmtCreate":1759401395768,"gmtModify":1759401399101,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOXS\">$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$&nbsp;</a> finally admitting to my mistake this year [YoYo]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOXS\">$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$&nbsp;</a> finally admitting to my mistake this year [YoYo]&nbsp;&nbsp;","text":"$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ finally admitting to my mistake this year 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ransoms?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/465356483514448","repostId":"2557592700","repostType":4,"repost":{"id":"2557592700","kind":"highlight","pubTimestamp":1754622293,"share":"https://ttm.financial/m/news/2557592700?lang=en_US&edition=fundamental","pubTime":"2025-08-08 11:04","market":"us","language":"en","title":"Has Apple Cracked the Code on How to Avoid More Trump Tariffs?","url":"https://stock-news.laohu8.com/highlight/detail?id=2557592700","media":"Investopedia","summary":"If there’s a playbook companies can follow to avoid more tariffs, Apple may have found it. ","content":"<div>\n<p>If there’s a playbook companies can follow to avoid more tariffs, Apple may have found it. President Donald Trump said yesterday that the iPhone maker and other companies like it could be exempt from ...</p>\n\n<a href=\"https://www.investopedia.com/has-apple-cracked-the-code-on-how-to-avoid-more-trump-tariffs-11786638\">Source Link</a>\n\n</div>\n","source":"investopedia_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Has Apple Cracked the Code on How to Avoid More Trump Tariffs?</title>\n<style 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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\">\nHas Apple Cracked the Code on How to Avoid More Trump Tariffs?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-08 11:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/has-apple-cracked-the-code-on-how-to-avoid-more-trump-tariffs-11786638><strong>Investopedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If there’s a playbook companies can follow to avoid more tariffs, Apple may have found it. President Donald Trump said yesterday that the iPhone maker and other companies like it could be exempt from ...</p>\n\n<a href=\"https://www.investopedia.com/has-apple-cracked-the-code-on-how-to-avoid-more-trump-tariffs-11786638\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","AAPL":"苹果","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS 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a major win for Apple after a tough start to the year dogged by worries about tariffs and its progress in AI. “The good news for companies like Apple is if you're building in the United States or have committed to build—without question committed to build in the United States, there will be no charge,” Trump said yesterday, after Apple CEO Tim Cook joined the president at the White House to announce a $100 billion pledge to invest in U.S. manufacturing, adding to a $500 billion investment announced in February. The move will see Apple making more of its components domestically, though it stopped short of promising full-fledged production stateside, suggesting companies don’t actually need to move all of their operation to the U.S. to win similar exemptions. Cook also isn’t the only major tech CEO who’s managed to score some concessions from the Trump administration after a high-profile visit to the White House. Nvidia CEO Jensen Huang, who reportedly met with Trump yesterday as well, has made a number of visits to the White House in the past few months, with some signs of success in winning Trump's favor. The chipmaker said last month that it’s looking forward to obtaining approvals to resume sales of key AI chips to China, after Trump tightened export restrictions earlier this year, citing national security concerns.Shares of Apple climbed over 3% to more than $220 on Thursday, extending yesterday’s 5% gain ahead of the company's announcement.Wall Street analysts widely cheered the move by Apple, with Bank of America analysts raising their target to $250 from $240, while JPMorgan analysts called Cook’s moves a “masterclass in managing geo-political uncertainty,” and reiterated their price target at $255. Wedbush analysts led by longtime Apple bull Dan Ives said it was a “strategic poker move for Cook,” and maintained their Street-high target of $270.","news_type":1,"symbols_score_info":{"AAPL":1.1}},"isVote":1,"tweetType":1,"viewCount":1662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487340061184768,"gmtCreate":1760009832643,"gmtModify":1760009836324,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"Old news. Super manipulative&nbsp;","listText":"Old news. Super manipulative&nbsp;","text":"Old news. Super manipulative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/487340061184768","repostId":"2574137181","repostType":2,"repost":{"id":"2574137181","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1760018627,"share":"https://ttm.financial/m/news/2574137181?lang=en_US&edition=fundamental","pubTime":"2025-10-09 22:03","market":"us","language":"en","title":"US Opens Probe Into 2.8 Million Tesla Vehicles Over Traffic Violations When Using FSD","url":"https://stock-news.laohu8.com/highlight/detail?id=2574137181","media":"Reuters","summary":"US opens probe into 2.8 million Tesla vehicles over traffic violations when using FSDWASHINGTON, Oct 9  - The National Highway Traffic Safety Administration said on Thursday that it is opening an investigation into 2.88 million Tesla vehicles equipped with its Full Self-Driving system over traffic-safety violations.The auto safety agency said FSD -- an assistance system that requires drivers to pay attention and intervene if needed --  has \"induced vehicle behavior that violated traffic safety laws\". The agency said it has reports of Tesla vehicles driving through red traffic lights and driving against the proper direction of travel during a lane change, while using the system.  ","content":"<html><head></head><body><p>WASHINGTON, Oct 9 (Reuters) - The National Highway Traffic Safety Administration said on Thursday that it is opening an investigation into 2.88 million Tesla vehicles equipped with its Full Self-Driving system over traffic-safety violations.</p><p>Tesla shares fell 2% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b2f26caa37270326aeef1410abfcbc92\" tg-width=\"849\" tg-height=\"837\"/></p><p>The auto safety agency said FSD -- an assistance system that requires drivers to pay attention and intervene if needed -- has &#34;induced vehicle behavior that violated traffic safety laws&#34;.</p><p>The agency said it has reports of Tesla vehicles driving through red traffic lights and driving against the proper direction of travel during a lane change, while using the system.</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>US Opens Probe Into 2.8 Million Tesla Vehicles Over Traffic Violations When Using FSD</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\">\nUS Opens Probe Into 2.8 Million Tesla Vehicles Over Traffic Violations When Using FSD\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-10-09 22:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, Oct 9 (Reuters) - The National Highway Traffic Safety Administration said on Thursday that it is opening an investigation into 2.88 million Tesla vehicles equipped with its Full Self-Driving system over traffic-safety violations.</p><p>Tesla shares fell 2% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b2f26caa37270326aeef1410abfcbc92\" tg-width=\"849\" tg-height=\"837\"/></p><p>The auto safety agency said FSD -- an assistance system that requires drivers to pay attention and intervene if needed -- has &#34;induced vehicle behavior that violated traffic safety laws&#34;.</p><p>The agency said it has reports of Tesla vehicles driving through red traffic lights and driving against the proper direction of travel during a lane change, while using the system.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4612":"AI芯片","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4550":"红杉资本持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0823414478.USD":"法巴经典能源转换基金","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4598":"佩洛西持仓","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4551":"寇图资本持仓","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - 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USA GROWTH \"P\" (USD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251009:nL2N3VQ0AD:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2574137181","content_text":"WASHINGTON, Oct 9 (Reuters) - The National Highway Traffic Safety Administration said on Thursday that it is opening an investigation into 2.88 million Tesla vehicles equipped with its Full Self-Driving system over traffic-safety violations.Tesla shares fell 2% in morning trading.The auto safety agency said FSD -- an assistance system that requires drivers to pay attention and intervene if needed -- has \"induced vehicle behavior that violated traffic safety laws\".The agency said it has reports of Tesla vehicles driving through red traffic lights and driving against the proper direction of travel during a lane change, while using the system.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1240,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4140090365269462","authorId":"4140090365269462","name":"a4xrbj1","avatar":"https://community-static.tradeup.com/news/9d8912bc5b3237f119291ecf0caa4d5a","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4140090365269462","idStr":"4140090365269462"},"content":"Yes, it’s going for years like that. But the agency hasn’t looked into it, which is absolutely necessary to prevent that people die. Check out https://www.tesladeaths.com/ which has already two deaths whilst using FSD","text":"Yes, it’s going for years like that. But the agency hasn’t looked into it, which is absolutely necessary to prevent that people die. Check out https://www.tesladeaths.com/ which has already two deaths whilst using FSD","html":"Yes, it’s going for years like that. But the agency hasn’t looked into it, which is absolutely necessary to prevent that people die. Check out https://www.tesladeaths.com/ which has already two deaths whilst using FSD"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913890316,"gmtCreate":1663947612536,"gmtModify":1676537369153,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SQQQ\">$Nasdaq100 Bear 3X ETF(SQQQ)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SQQQ\">$Nasdaq100 Bear 3X ETF(SQQQ)$</a><v-v data-views=\"1\"></v-v>","text":"$Nasdaq100 Bear 3X ETF(SQQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/9913890316","isVote":1,"tweetType":1,"viewCount":5107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":539338988873144,"gmtCreate":1772696279652,"gmtModify":1772696283639,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"Who wrote this crap","listText":"Who wrote this crap","text":"Who wrote this crap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/539338988873144","repostId":"2617515348","repostType":4,"repost":{"id":"2617515348","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1772694687,"share":"https://ttm.financial/m/news/2617515348?lang=en_US&edition=fundamental","pubTime":"2026-03-05 15:11","market":"other","language":"en","title":"How the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2617515348","media":"Dow Jones","summary":"Stick a fork in it. Turn out the lights. Hasta la vista.Say it anyway you'd like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, Amazon.com, Apple, Meta Platforms, Nvidia, Microsoft, and Tesla -- is now a thing of the past.The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.True, folks predicted the demise of the Mag Seven's dominance last year, and it didn't happen. What's different now is that artificial intelligence has thickened the plot.First, AI subverts the tech giants' economies of scale by lowering the relatively high fixed cost","content":"<html><head></head><body><p>Stick a fork in it. Turn out the lights. Hasta la vista.</p><p>Say it anyway you&#39;d like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com, Apple, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Microsoft, and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> -- is now a thing of the past.</p><p>The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.</p><p>Recall that BofA Securities analyst Michael Hartnett coined the term Magnificent Seven in 2023, referring to the 1960 John Sturges Western gunslinger flick (an adaptation of Akira Kurosawa&#39;s 1954 film Seven Samurai). Since then those stocks have been lights out, up 76% in 2023, 47.5% in 2024, and 19.3% last year, beating the market every year, according to FactSet. Even with the group&#39;s performance down a bit last year, it contributed 42% of the S&amp;P 500&#39;s total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments. And the Mag Seven accounts for roughly one-third of the index&#39;s market cap.</p><p>We&#39;ve seen this movie before. There was the Era of the Titans in the 1960s, when 10 companies, led by AT&amp;T, General Motors, and <a href=\"https://laohu8.com/S/XOM\">Exxon</a> Mobil, then called Standard Oil, accounted for nearly 30% of the market; the Nifty Fifty in the late 1960s and early 1970s; and the dot-com era, when mega tech stocks Cisco Systems, Microsoft, Intel, and <a href=\"https://laohu8.com/S/DELL\">Dell</a> Technologies made up 27% of the market. Now the market is even more concentrated in fewer stocks.</p><p>True, folks predicted the demise of the Mag Seven&#39;s dominance last year, and it didn&#39;t happen. What&#39;s different now is that artificial intelligence has thickened the plot.</p><p>For starters, Microsoft, Amazon, Alphabet, and Meta (as well as Oracle) are spending jaw-dropping money on data centers and Nvidia chips. (This is less the case for Tesla and Apple -- and of course, Nvidia stands to benefit.) Peter Berezin, chief global strategist at BCA Research, notes that the &#34;hyperscalers are set to spend $670 billion on capex in 2026, up from $410 billion in 2025 and $240 billion in 2024. Free cash flow is plummeting and has already turned negative for Oracle.&#34; This spending lowers the heretofore bountiful margins of the Mag Seven and makes their financials more opaque as they tap Wall Street for complex loan and funding strategies.</p><p>But wait, there&#39;s more -- which Berezin lays out in a recent paper, &#34;AI Will Kill The Tech Monopolies.&#34; Tech companies, Berezin says, have historically generated profits from three sources: economies of scale, network effects, and proprietary technologies. &#34;A lot of things that Mag Seven have enjoyed that have contributed to their profitability could now be threatened by AI,&#34; he argues.</p><p>First, AI subverts the tech giants&#39; economies of scale by lowering the relatively high fixed costs of writing software, which had served as a protective moat for these companies. AI allows anyone to code. And the market has brutally punished software companies, with the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Expanded Tech-Software Sector exchange-traded fund down some 30% from its 2025 peak. On the variable cost side of the coin, spending on graphics processing units and data centers, as well as massive electricity bills, are sending tech companies&#39; capital-light models the way of the dial-up modem.</p><p>As for network effects, which have greatly facilitated the likes of Facebook, YouTube, and LinkedIn, Berezin sees AI undermining this advantage in two ways. First, as AI bots populate these sites with fake images and get-rich schemes, audiences will tune out. Second, and even more concerning for the networks, is that AI systems could create a content feed layered on top of one&#39;s preferred social media. This would reduce the leverage that, say, YouTube has over an influencer, who could bypass that channel and post anywhere and get picked up by the AI algorithm.</p><p>When it comes to proprietary technology, Berezin argues that since much of what goes into creating AI systems is open source, it will be difficult for any one company to achieve a monopoly position. Incumbents that increasingly use AI as part of their core processes, like Microsoft and Alphabet, will lose monopoly power as it lessens the degree to which they are differentiated.</p><p>The markets seem to be waking up to all this. Mean reversion, never an &#34;if&#34; but a &#34;when&#34; proposition, may already be occurring. The Mag Seven is down 7.2% year to date, while the S&amp;P 500 is off 0.89%. What would the S&amp;P 500&#39;s performance be if you stripped out the Mag Seven? A proxy for that is the <a href=\"https://laohu8.com/S/XMAG\">Defiance Large Cap ex-Mag 7 ETF</a>, which I wrote about at its launch in October 2024 and which owns all the stocks in the S&amp;P 500 except those seven. It&#39;s up 1.89% year to date.</p><p>&#34;There are periods of time where the Mag Seven has taken a back seat, and this year is one of them,&#34; says Sylvia Jablonski, chief investment officer of Defiance ETFs.</p><p>Another non-Mag Seven play is the Invesco S&amp;P 500 Equal Weight ETF, which mutes the outperformance of the Mag Seven (or any other stock) by equal-weighting each stock in the index and rebalancing every quarter. It&#39;s up 5.1% year to date.</p><p>Circling back to the 1960 Sturges movie, near the end of the flick a character remarks that the Magnificent Seven gunslingers were &#34;like the wind, blowing over the land and passing on.&#34; So too, now, perhaps this latest version.</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>How the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks</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\">\nHow the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-05 15:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stick a fork in it. Turn out the lights. Hasta la vista.</p><p>Say it anyway you&#39;d like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com, Apple, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Microsoft, and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> -- is now a thing of the past.</p><p>The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.</p><p>Recall that BofA Securities analyst Michael Hartnett coined the term Magnificent Seven in 2023, referring to the 1960 John Sturges Western gunslinger flick (an adaptation of Akira Kurosawa&#39;s 1954 film Seven Samurai). Since then those stocks have been lights out, up 76% in 2023, 47.5% in 2024, and 19.3% last year, beating the market every year, according to FactSet. Even with the group&#39;s performance down a bit last year, it contributed 42% of the S&amp;P 500&#39;s total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments. And the Mag Seven accounts for roughly one-third of the index&#39;s market cap.</p><p>We&#39;ve seen this movie before. There was the Era of the Titans in the 1960s, when 10 companies, led by AT&amp;T, General Motors, and <a href=\"https://laohu8.com/S/XOM\">Exxon</a> Mobil, then called Standard Oil, accounted for nearly 30% of the market; the Nifty Fifty in the late 1960s and early 1970s; and the dot-com era, when mega tech stocks Cisco Systems, Microsoft, Intel, and <a href=\"https://laohu8.com/S/DELL\">Dell</a> Technologies made up 27% of the market. Now the market is even more concentrated in fewer stocks.</p><p>True, folks predicted the demise of the Mag Seven&#39;s dominance last year, and it didn&#39;t happen. What&#39;s different now is that artificial intelligence has thickened the plot.</p><p>For starters, Microsoft, Amazon, Alphabet, and Meta (as well as Oracle) are spending jaw-dropping money on data centers and Nvidia chips. (This is less the case for Tesla and Apple -- and of course, Nvidia stands to benefit.) Peter Berezin, chief global strategist at BCA Research, notes that the &#34;hyperscalers are set to spend $670 billion on capex in 2026, up from $410 billion in 2025 and $240 billion in 2024. Free cash flow is plummeting and has already turned negative for Oracle.&#34; This spending lowers the heretofore bountiful margins of the Mag Seven and makes their financials more opaque as they tap Wall Street for complex loan and funding strategies.</p><p>But wait, there&#39;s more -- which Berezin lays out in a recent paper, &#34;AI Will Kill The Tech Monopolies.&#34; Tech companies, Berezin says, have historically generated profits from three sources: economies of scale, network effects, and proprietary technologies. &#34;A lot of things that Mag Seven have enjoyed that have contributed to their profitability could now be threatened by AI,&#34; he argues.</p><p>First, AI subverts the tech giants&#39; economies of scale by lowering the relatively high fixed costs of writing software, which had served as a protective moat for these companies. AI allows anyone to code. And the market has brutally punished software companies, with the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Expanded Tech-Software Sector exchange-traded fund down some 30% from its 2025 peak. On the variable cost side of the coin, spending on graphics processing units and data centers, as well as massive electricity bills, are sending tech companies&#39; capital-light models the way of the dial-up modem.</p><p>As for network effects, which have greatly facilitated the likes of Facebook, YouTube, and LinkedIn, Berezin sees AI undermining this advantage in two ways. First, as AI bots populate these sites with fake images and get-rich schemes, audiences will tune out. Second, and even more concerning for the networks, is that AI systems could create a content feed layered on top of one&#39;s preferred social media. This would reduce the leverage that, say, YouTube has over an influencer, who could bypass that channel and post anywhere and get picked up by the AI algorithm.</p><p>When it comes to proprietary technology, Berezin argues that since much of what goes into creating AI systems is open source, it will be difficult for any one company to achieve a monopoly position. Incumbents that increasingly use AI as part of their core processes, like Microsoft and Alphabet, will lose monopoly power as it lessens the degree to which they are differentiated.</p><p>The markets seem to be waking up to all this. Mean reversion, never an &#34;if&#34; but a &#34;when&#34; proposition, may already be occurring. The Mag Seven is down 7.2% year to date, while the S&amp;P 500 is off 0.89%. What would the S&amp;P 500&#39;s performance be if you stripped out the Mag Seven? A proxy for that is the <a href=\"https://laohu8.com/S/XMAG\">Defiance Large Cap ex-Mag 7 ETF</a>, which I wrote about at its launch in October 2024 and which owns all the stocks in the S&amp;P 500 except those seven. It&#39;s up 1.89% year to date.</p><p>&#34;There are periods of time where the Mag Seven has taken a back seat, and this year is one of them,&#34; says Sylvia Jablonski, chief investment officer of Defiance ETFs.</p><p>Another non-Mag Seven play is the Invesco S&amp;P 500 Equal Weight ETF, which mutes the outperformance of the Mag Seven (or any other stock) by equal-weighting each stock in the index and rebalancing every quarter. It&#39;s up 5.1% year to date.</p><p>Circling back to the 1960 Sturges movie, near the end of the flick a character remarks that the Magnificent Seven gunslingers were &#34;like the wind, blowing over the land and passing on.&#34; So too, now, perhaps this latest version.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4516":"特朗普概念","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4515":"5G概念","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU1645745479.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AM\" (HKDHDG) INC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","GOOG":"谷歌","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4549":"软银资本持仓","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","BK4548":"巴美列捷福持仓","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0107464264.USD":"abrdn SICAV I - 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Turn out the lights. Hasta la vista.Say it anyway you'd like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, Amazon.com, Apple, Meta Platforms, Nvidia, Microsoft, and Tesla -- is now a thing of the past.The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.Recall that BofA Securities analyst Michael Hartnett coined the term Magnificent Seven in 2023, referring to the 1960 John Sturges Western gunslinger flick (an adaptation of Akira Kurosawa's 1954 film Seven Samurai). Since then those stocks have been lights out, up 76% in 2023, 47.5% in 2024, and 19.3% last year, beating the market every year, according to FactSet. Even with the group's performance down a bit last year, it contributed 42% of the S&P 500's total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments. And the Mag Seven accounts for roughly one-third of the index's market cap.We've seen this movie before. There was the Era of the Titans in the 1960s, when 10 companies, led by AT&T, General Motors, and Exxon Mobil, then called Standard Oil, accounted for nearly 30% of the market; the Nifty Fifty in the late 1960s and early 1970s; and the dot-com era, when mega tech stocks Cisco Systems, Microsoft, Intel, and Dell Technologies made up 27% of the market. Now the market is even more concentrated in fewer stocks.True, folks predicted the demise of the Mag Seven's dominance last year, and it didn't happen. What's different now is that artificial intelligence has thickened the plot.For starters, Microsoft, Amazon, Alphabet, and Meta (as well as Oracle) are spending jaw-dropping money on data centers and Nvidia chips. (This is less the case for Tesla and Apple -- and of course, Nvidia stands to benefit.) Peter Berezin, chief global strategist at BCA Research, notes that the \"hyperscalers are set to spend $670 billion on capex in 2026, up from $410 billion in 2025 and $240 billion in 2024. Free cash flow is plummeting and has already turned negative for Oracle.\" This spending lowers the heretofore bountiful margins of the Mag Seven and makes their financials more opaque as they tap Wall Street for complex loan and funding strategies.But wait, there's more -- which Berezin lays out in a recent paper, \"AI Will Kill The Tech Monopolies.\" Tech companies, Berezin says, have historically generated profits from three sources: economies of scale, network effects, and proprietary technologies. \"A lot of things that Mag Seven have enjoyed that have contributed to their profitability could now be threatened by AI,\" he argues.First, AI subverts the tech giants' economies of scale by lowering the relatively high fixed costs of writing software, which had served as a protective moat for these companies. AI allows anyone to code. And the market has brutally punished software companies, with the iShares Expanded Tech-Software Sector exchange-traded fund down some 30% from its 2025 peak. On the variable cost side of the coin, spending on graphics processing units and data centers, as well as massive electricity bills, are sending tech companies' capital-light models the way of the dial-up modem.As for network effects, which have greatly facilitated the likes of Facebook, YouTube, and LinkedIn, Berezin sees AI undermining this advantage in two ways. First, as AI bots populate these sites with fake images and get-rich schemes, audiences will tune out. Second, and even more concerning for the networks, is that AI systems could create a content feed layered on top of one's preferred social media. This would reduce the leverage that, say, YouTube has over an influencer, who could bypass that channel and post anywhere and get picked up by the AI algorithm.When it comes to proprietary technology, Berezin argues that since much of what goes into creating AI systems is open source, it will be difficult for any one company to achieve a monopoly position. Incumbents that increasingly use AI as part of their core processes, like Microsoft and Alphabet, will lose monopoly power as it lessens the degree to which they are differentiated.The markets seem to be waking up to all this. Mean reversion, never an \"if\" but a \"when\" proposition, may already be occurring. The Mag Seven is down 7.2% year to date, while the S&P 500 is off 0.89%. What would the S&P 500's performance be if you stripped out the Mag Seven? A proxy for that is the Defiance Large Cap ex-Mag 7 ETF, which I wrote about at its launch in October 2024 and which owns all the stocks in the S&P 500 except those seven. It's up 1.89% year to date.\"There are periods of time where the Mag Seven has taken a back seat, and this year is one of them,\" says Sylvia Jablonski, chief investment officer of Defiance ETFs.Another non-Mag Seven play is the Invesco S&P 500 Equal Weight ETF, which mutes the outperformance of the Mag Seven (or any other stock) by equal-weighting each stock in the index and rebalancing every quarter. It's up 5.1% year to date.Circling back to the 1960 Sturges movie, near the end of the flick a character remarks that the Magnificent Seven gunslingers were \"like the wind, blowing over the land and passing on.\" So too, now, perhaps this latest version.","news_type":1,"symbols_score_info":{"MSFT":2,"GOOG":2,"META":2,"TSLA":2,"AAPL":2,"NVDA":2,"AMZN":2}},"isVote":1,"tweetType":1,"viewCount":1717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":490131328299664,"gmtCreate":1760684252859,"gmtModify":1760684256391,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"lol 2023 news, how manipulative.","listText":"lol 2023 news, how manipulative.","text":"lol 2023 news, how manipulative.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/490131328299664","repostId":"2576881250","repostType":4,"repost":{"id":"2576881250","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1760680965,"share":"https://ttm.financial/m/news/2576881250?lang=en_US&edition=fundamental","pubTime":"2025-10-17 14:02","market":"fut","language":"en","title":"Micron to Exit Server Chips Business in China After Ban, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2576881250","media":"Reuters","summary":"EXCLUSIVE-Micron to exit server chips business in China after ban, sources sayChina in 2023 banned use of Micron products in critical infrastructure Micron to continue to sell chips to auto, mobile phone sectors, source says China has also said Nvidia and Intel products pose security risks but no action taken By Hyunjoo Jin and Brenda Goh","content":"<html><head></head><body><ul style=\"\"><li><p>China in 2023 banned use of Micron products in critical infrastructure</p></li><li><p>Micron to continue to sell chips to auto, mobile phone sectors, source says</p></li><li><p>China has also said Nvidia and Intel products pose security risks but no action taken</p></li></ul><p><a href=\"https://laohu8.com/S/MU\">Micron Technology</a> plans to stop supplying server chips to data centres in China after the business failed to recover from a 2023 government ban on its products in critical Chinese infrastructure, two people briefed on the decision said.</p><p>Micron fell 3% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/827ac6adea9a2462050784d66be7ae02\" title=\"\" tg-width=\"364\" tg-height=\"129\"/></p><p>Micron was the first U.S. chipmaker to be targeted by Beijing - a move that was seen as retaliatory for a series of curbs by Washington aimed at impeding tech progress by China&#39;s semiconductor industry.</p><p>Since then, both <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> and <a href=\"https://laohu8.com/S/INTC\">Intel</a> chips have similarly fielded accusations from Chinese authorities and an industry group of posing security risks, though there has not been any regulatory action.</p><h3 id=\"id_3161820460\">LENOVO TO REMAIN A CUSTOMER</h3><p>Micron will continue to sell to two Chinese customers that have significant data centre operations outside China, one of which is laptop maker Lenovo 0992.HK, the people said.</p><p>The U.S. company, which made $3.4 billion or 12% of its total revenue from mainland China in its last business year, will also continue to sell chips to auto and mobile phone sector customers in the world&#39;s second-largest economy, one person said.</p><p>Asked about the exit from its China data centre business, Micron said in a statement to Reuters that the division had been impacted by the ban, and it abides by applicable regulations where it does business.</p><p>Lenovo did not immediately respond to a request for comment.</p><p>U.S.-Sino trade tensions and tech rivalry have only escalated since 2018, when U.S. President Donald Trump began imposing tariffs on Chinese goods during his first term. That same year, Washington ramped up accusations against Chinese tech giant Huawei HWT.UL, accusing it of representing a national security risk, imposing sanctions a year later.</p><p>Huawei has denied those charges. Nvidia and Intel have also denied charges that their products pose risks to Chinese national security. Micron also said in 2023, before the conclusion of China&#39;s probe, that it stood by the security of its products.</p><p>Currently, the U.S. has sanctioned hundreds of Chinese entities. China, which is more reliant on imported tech, has taken far fewer regulatory actions.</p><h3 id=\"id_2247951640\">LOSING OUT ON CHINA&#39;S AI BOOM</h3><p>The ban on Micron products in critical infrastructure by China - the world&#39;s second-largest market for server memory - has meant the company has missed out on the country&#39;s data centre expansion boom.</p><p>That&#39;s benefited rivals Samsung Electronics and SK Hynix, as well as Chinese companies YMTC and CXMT, which have been aggressively expanding with the support of the Chinese government.</p><p>Investment by data centres used in computing in China surged ninefold to 24.7 billion yuan ($3.4 billion) last year, according to a Reuters review of government procurement documents.</p><p>That said, Micron&#39;s challenges in China have been offset by huge demand for data centres and related tools elsewhere, thanks to the global adoption of artificial intelligence. That&#39;s helped the company report record quarterly revenue.</p><p>According to a third source, Micron&#39;s data centre team in China employs over 300 people. Reuters was not able to immediately establish how many jobs may be affected.</p><p>Micron has been downsizing in other areas in China. In August, it laid off a few hundred people in its universal flash storage programme after deciding to cease development of future mobile NAND products globally, according to the South China Morning Post.</p><p>Areas where it has continued to expand in China include its chip packaging facility in the city of Xian.</p><p>&#34;We have a strong operating and customer presence in China, and China remains an important market for Micron and the semiconductor industry in general,&#34; Micron said in its statement to Reuters.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron to Exit Server Chips Business in China After Ban, Sources Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron to Exit Server Chips Business in China After Ban, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-10-17 14:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>China in 2023 banned use of Micron products in critical infrastructure</p></li><li><p>Micron to continue to sell chips to auto, mobile phone sectors, source says</p></li><li><p>China has also said Nvidia and Intel products pose security risks but no action taken</p></li></ul><p><a href=\"https://laohu8.com/S/MU\">Micron Technology</a> plans to stop supplying server chips to data centres in China after the business failed to recover from a 2023 government ban on its products in critical Chinese infrastructure, two people briefed on the decision said.</p><p>Micron fell 3% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/827ac6adea9a2462050784d66be7ae02\" title=\"\" tg-width=\"364\" tg-height=\"129\"/></p><p>Micron was the first U.S. chipmaker to be targeted by Beijing - a move that was seen as retaliatory for a series of curbs by Washington aimed at impeding tech progress by China&#39;s semiconductor industry.</p><p>Since then, both <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> and <a href=\"https://laohu8.com/S/INTC\">Intel</a> chips have similarly fielded accusations from Chinese authorities and an industry group of posing security risks, though there has not been any regulatory action.</p><h3 id=\"id_3161820460\">LENOVO TO REMAIN A CUSTOMER</h3><p>Micron will continue to sell to two Chinese customers that have significant data centre operations outside China, one of which is laptop maker Lenovo 0992.HK, the people said.</p><p>The U.S. company, which made $3.4 billion or 12% of its total revenue from mainland China in its last business year, will also continue to sell chips to auto and mobile phone sector customers in the world&#39;s second-largest economy, one person said.</p><p>Asked about the exit from its China data centre business, Micron said in a statement to Reuters that the division had been impacted by the ban, and it abides by applicable regulations where it does business.</p><p>Lenovo did not immediately respond to a request for comment.</p><p>U.S.-Sino trade tensions and tech rivalry have only escalated since 2018, when U.S. President Donald Trump began imposing tariffs on Chinese goods during his first term. That same year, Washington ramped up accusations against Chinese tech giant Huawei HWT.UL, accusing it of representing a national security risk, imposing sanctions a year later.</p><p>Huawei has denied those charges. Nvidia and Intel have also denied charges that their products pose risks to Chinese national security. Micron also said in 2023, before the conclusion of China&#39;s probe, that it stood by the security of its products.</p><p>Currently, the U.S. has sanctioned hundreds of Chinese entities. China, which is more reliant on imported tech, has taken far fewer regulatory actions.</p><h3 id=\"id_2247951640\">LOSING OUT ON CHINA&#39;S AI BOOM</h3><p>The ban on Micron products in critical infrastructure by China - the world&#39;s second-largest market for server memory - has meant the company has missed out on the country&#39;s data centre expansion boom.</p><p>That&#39;s benefited rivals Samsung Electronics and SK Hynix, as well as Chinese companies YMTC and CXMT, which have been aggressively expanding with the support of the Chinese government.</p><p>Investment by data centres used in computing in China surged ninefold to 24.7 billion yuan ($3.4 billion) last year, according to a Reuters review of government procurement documents.</p><p>That said, Micron&#39;s challenges in China have been offset by huge demand for data centres and related tools elsewhere, thanks to the global adoption of artificial intelligence. That&#39;s helped the company report record quarterly revenue.</p><p>According to a third source, Micron&#39;s data centre team in China employs over 300 people. Reuters was not able to immediately establish how many jobs may be affected.</p><p>Micron has been downsizing in other areas in China. In August, it laid off a few hundred people in its universal flash storage programme after deciding to cease development of future mobile NAND products globally, according to the South China Morning Post.</p><p>Areas where it has continued to expand in China include its chip packaging facility in the city of Xian.</p><p>&#34;We have a strong operating and customer presence in China, and China remains an important market for Micron and the semiconductor industry in general,&#34; Micron said in its statement to Reuters.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU0861579265.USD":"联博低波幅策略股票基金A","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","BK4585":"ETF&股票定投概念","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","BK4566":"资本集团","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","SG9999002232.USD":"Allianz Global High Payout USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4592":"伊斯兰概念","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","MU":"美光科技"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251017:nL5N3VX0A1:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2576881250","content_text":"China in 2023 banned use of Micron products in critical infrastructureMicron to continue to sell chips to auto, mobile phone sectors, source saysChina has also said Nvidia and Intel products pose security risks but no action takenMicron Technology plans to stop supplying server chips to data centres in China after the business failed to recover from a 2023 government ban on its products in critical Chinese infrastructure, two people briefed on the decision said.Micron fell 3% in overnight trading.Micron was the first U.S. chipmaker to be targeted by Beijing - a move that was seen as retaliatory for a series of curbs by Washington aimed at impeding tech progress by China's semiconductor industry.Since then, both NVIDIA and Intel chips have similarly fielded accusations from Chinese authorities and an industry group of posing security risks, though there has not been any regulatory action.LENOVO TO REMAIN A CUSTOMERMicron will continue to sell to two Chinese customers that have significant data centre operations outside China, one of which is laptop maker Lenovo 0992.HK, the people said.The U.S. company, which made $3.4 billion or 12% of its total revenue from mainland China in its last business year, will also continue to sell chips to auto and mobile phone sector customers in the world's second-largest economy, one person said.Asked about the exit from its China data centre business, Micron said in a statement to Reuters that the division had been impacted by the ban, and it abides by applicable regulations where it does business.Lenovo did not immediately respond to a request for comment.U.S.-Sino trade tensions and tech rivalry have only escalated since 2018, when U.S. President Donald Trump began imposing tariffs on Chinese goods during his first term. That same year, Washington ramped up accusations against Chinese tech giant Huawei HWT.UL, accusing it of representing a national security risk, imposing sanctions a year later.Huawei has denied those charges. Nvidia and Intel have also denied charges that their products pose risks to Chinese national security. Micron also said in 2023, before the conclusion of China's probe, that it stood by the security of its products.Currently, the U.S. has sanctioned hundreds of Chinese entities. China, which is more reliant on imported tech, has taken far fewer regulatory actions.LOSING OUT ON CHINA'S AI BOOMThe ban on Micron products in critical infrastructure by China - the world's second-largest market for server memory - has meant the company has missed out on the country's data centre expansion boom.That's benefited rivals Samsung Electronics and SK Hynix, as well as Chinese companies YMTC and CXMT, which have been aggressively expanding with the support of the Chinese government.Investment by data centres used in computing in China surged ninefold to 24.7 billion yuan ($3.4 billion) last year, according to a Reuters review of government procurement documents.That said, Micron's challenges in China have been offset by huge demand for data centres and related tools elsewhere, thanks to the global adoption of artificial intelligence. That's helped the company report record quarterly revenue.According to a third source, Micron's data centre team in China employs over 300 people. Reuters was not able to immediately establish how many jobs may be affected.Micron has been downsizing in other areas in China. In August, it laid off a few hundred people in its universal flash storage programme after deciding to cease development of future mobile NAND products globally, according to the South China Morning Post.Areas where it has continued to expand in China include its chip packaging facility in the city of Xian.\"We have a strong operating and customer presence in China, and China remains an important market for Micron and the semiconductor industry in general,\" Micron said in its statement to Reuters.","news_type":1,"symbols_score_info":{"MU":1.1}},"isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}