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DreamZ85

DreamZ85

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2024-05-23

$Alibaba(BABA)$ WTH a company with so much cash flow now down to selling bonds!!!!! To get money to do share buyback. Come on if don't have money dont give dividends keep it and use it for other purposes to improve your co cash flow.

2024-11-12

$SoFi Technologies Inc.(SOFI)$ Never ever release this stock to shorties let them dry out and hold on to it. It will rise above all and be include to SNP soon

2025-11-25

Nvidia should send a lawyer letter to Micheal burry since this guy is a bullshit and jealous investor which didn't not get on the early train of Nvidia. And trying to use his past knowledge to replicate on the current development of Nvidia with past companies in the dot com.

Nvidia Says It's Not Enron in Private Memo Refuting Accounting Questions

2024-11-22

DOJ is lame. Asking google selling if chrome. Why don't you ask Microsoft to sell off internet explorer, don't use bing as default search engine too. At least chrome installation on Mac n windows require them to download and agree to install what does Microsoft did? Default given?

The DOJ-Google Fight Comes Into Focus. Why It's Finally Hitting Alphabet's Stock

2024-04-03

Gd luck to those all in Tesla earning will be another dip to $130 better run before earning reporting. Can foreseen another big miss since increase only just happened and delivery YOY is missed

Tesla Shares Tumbled As Q1 Deliveries 386,810 Miss Estimates

2025-09-29

Morgan Stanley is always wrong for stock predictions look at all the past history usually they lower for themselves to purchase it for cheaper price

Novo Nordisk : Morgan Stanley Cuts Target Price to $47 From $59

2024-05-21

$PayPal(PYPL)$ Worst stock it seem. No matter how good the reports are and the outlook the stock is not turning any bullish trend. Maybe one day it will

2024-12-02

$SoFi Technologies Inc.(SOFI)$ Shorties really trying damm hard to push down even in pre market desperate move. Let all hold on and go up all the way

2025-11-27

It seem like if Nvidia make noise seem weird if don't they don't make noise you also feel weird because are u guilty. Somehow what u do someone is there to inject fear

Nvidia Is Going Out of Its Way to Rebut Online Criticism. Is This Savvy PR or Adding Fuel to the Fire?

2025-08-28

What is your definition of lukewarm? Analysis put the estimate so high and it want co to hit it ? Why don't u put it to AMD ?

Nvidia Gives Lukewarm Forecast, Stoking Fears of AI Slowdown

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sure stand with him because all the bank r sucking up all ppl money","listText":"For sure stand with him because all the bank r sucking up all ppl money","text":"For sure stand with him because all the bank r sucking up all ppl money","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521298691789416","repostId":"2603883826","repostType":2,"repost":{"id":"2603883826","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":1768306951,"share":"https://ttm.financial/m/news/2603883826?lang=en_US&edition=fundamental","pubTime":"2026-01-13 20:22","market":"nz","language":"en","title":"Global Central Bankers Defend Fed's Powell After Trump Threat","url":"https://stock-news.laohu8.com/highlight/detail?id=2603883826","media":"Reuters","summary":"UPDATE 2-Global central bankers defend Fed's Powell after Trump threatPowell threatened with indictment over renovation of Fed HQStatement in support of Fed chief signed by 11 peersHeads of ECB, Bank of England and Bank of Canada among signatoriesTrump has been pressuring Fed to lower interest ratesAdds context in paragraph 4, sources on the coordination of statement in paragraphs 7-12","content":"<html><head></head><body><ul style=\"\"><li><p>Powell threatened with indictment over renovation of Fed HQ</p></li><li><p>Statement in support of Fed chief signed by 11 peers</p></li><li><p>Heads of ECB, Bank of England and Bank of Canada among signatories</p></li><li><p>Trump has been pressuring Fed to lower interest rates</p></li></ul><p>FRANKFURT, Jan 13 (Reuters) - Central Bank chiefs from around the world lined up in support of Federal Reserve chair Jerome Powell on Tuesday, issuing an unprecedented statement of solidarity after the Trump administration threatened him with a criminal indictment.</p><p>Powell has been threatened with indictment over Congressional testimony he gave last summer about the renovation of the Fed&#39;s headquarters, which he has called a &#34;pretext&#34; to win presidential influence over interest rates.</p><p>&#34;We stand in full solidarity with the Federal Reserve System and its Chair Jerome H. Powell,&#34; the central bankers said in a rare joint statement.</p><p>Independence from government influence has been the key foundation of modern central banking and remained the unquestioned standard for the world&#39;s biggest institutions until U.S. President Donald Trump started demanding lower rates and putting pressure on individual policymakers.</p><h2 id=\"id_2323691275\">UNPRECEDENTED SUPPORT</h2><p>The heads of the European Central Bank, the Bank of England, the Bank of Canada and eight other institutions said that Powell had acted with integrity and that central bank independence was crucial for keeping prices and financial markets stable.</p><p>&#34;The independence of central banks is a cornerstone of price, financial and economic stability in the interest of the citizens that we serve,&#34; the statement said.</p><p>Sources close to the process said that ECB President Christine Lagarde, who signed on behalf of the euro zone&#39;s 21 central banks, was the key driver of the joint response, while much of the actual footwork to get individual governors on board was done by Pablo Hernandez de Cos, the general manager of the Bank for International Settlements, a central bank umbrella body.</p><p>The ECB and the BIS declined to comment.</p><p>Other signatories included the central bank chiefs of Sweden, Denmark, Switzerland, Australia, South Korea, Brazil and France, as well as top officials at the BIS.</p><p>The Bank of Japan was notably absent from the list.</p><p>A spokesman for the BOJ said the bank refrained from commenting on other central banks&#39; action.</p><p>A source close to the process said the BOJ had initially expressed support for the joint statement but was not yet ready to sign. The list is not considered final, however, and central bankers could still add their name, several sources said.</p><h2 id=\"id_787580716\">FEARS OF HIGHER INFLATION</h2><p>The U.S. inquiry into Powell has already drawn criticism from the world of finance and also some key members of Trump&#39;s Republican Party.</p><p>Central bankers fear that political influence over the Fed would erode trust in the bank&#39;s commitment to its inflation target. This would lead to higher inflation and global financial market volatility.</p><p>Since the U.S. is the world&#39;s dominant economy, it would likely export this higher inflation via financial markets, making it more difficult for other central banks to keep prices stable.</p><p>&#34;It is therefore critical to preserve that independence, with full respect for the rule of law and democratic accountability,&#34; the group of central bankers 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>Global Central Bankers Defend Fed's Powell After Trump Threat</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\">\nGlobal Central Bankers Defend Fed's Powell After Trump Threat\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\">2026-01-13 20:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Powell threatened with indictment over renovation of Fed HQ</p></li><li><p>Statement in support of Fed chief signed by 11 peers</p></li><li><p>Heads of ECB, Bank of England and Bank of Canada among signatories</p></li><li><p>Trump has been pressuring Fed to lower interest rates</p></li></ul><p>FRANKFURT, Jan 13 (Reuters) - Central Bank chiefs from around the world lined up in support of Federal Reserve chair Jerome Powell on Tuesday, issuing an unprecedented statement of solidarity after the Trump administration threatened him with a criminal indictment.</p><p>Powell has been threatened with indictment over Congressional testimony he gave last summer about the renovation of the Fed&#39;s headquarters, which he has called a &#34;pretext&#34; to win presidential influence over interest rates.</p><p>&#34;We stand in full solidarity with the Federal Reserve System and its Chair Jerome H. Powell,&#34; the central bankers said in a rare joint statement.</p><p>Independence from government influence has been the key foundation of modern central banking and remained the unquestioned standard for the world&#39;s biggest institutions until U.S. President Donald Trump started demanding lower rates and putting pressure on individual policymakers.</p><h2 id=\"id_2323691275\">UNPRECEDENTED SUPPORT</h2><p>The heads of the European Central Bank, the Bank of England, the Bank of Canada and eight other institutions said that Powell had acted with integrity and that central bank independence was crucial for keeping prices and financial markets stable.</p><p>&#34;The independence of central banks is a cornerstone of price, financial and economic stability in the interest of the citizens that we serve,&#34; the statement said.</p><p>Sources close to the process said that ECB President Christine Lagarde, who signed on behalf of the euro zone&#39;s 21 central banks, was the key driver of the joint response, while much of the actual footwork to get individual governors on board was done by Pablo Hernandez de Cos, the general manager of the Bank for International Settlements, a central bank umbrella body.</p><p>The ECB and the BIS declined to comment.</p><p>Other signatories included the central bank chiefs of Sweden, Denmark, Switzerland, Australia, South Korea, Brazil and France, as well as top officials at the BIS.</p><p>The Bank of Japan was notably absent from the list.</p><p>A spokesman for the BOJ said the bank refrained from commenting on other central banks&#39; action.</p><p>A source close to the process said the BOJ had initially expressed support for the joint statement but was not yet ready to sign. The list is not considered final, however, and central bankers could still add their name, several sources said.</p><h2 id=\"id_787580716\">FEARS OF HIGHER INFLATION</h2><p>The U.S. inquiry into Powell has already drawn criticism from the world of finance and also some key members of Trump&#39;s Republican Party.</p><p>Central bankers fear that political influence over the Fed would erode trust in the bank&#39;s commitment to its inflation target. This would lead to higher inflation and global financial market volatility.</p><p>Since the U.S. is the world&#39;s dominant economy, it would likely export this higher inflation via financial markets, making it more difficult for other central banks to keep prices stable.</p><p>&#34;It is therefore critical to preserve that independence, with full respect for the rule of law and democratic accountability,&#34; the group of central bankers said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260113:nL1N3YE09Z:2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2603883826","content_text":"Powell threatened with indictment over renovation of Fed HQStatement in support of Fed chief signed by 11 peersHeads of ECB, Bank of England and Bank of Canada among signatoriesTrump has been pressuring Fed to lower interest ratesFRANKFURT, Jan 13 (Reuters) - Central Bank chiefs from around the world lined up in support of Federal Reserve chair Jerome Powell on Tuesday, issuing an unprecedented statement of solidarity after the Trump administration threatened him with a criminal indictment.Powell has been threatened with indictment over Congressional testimony he gave last summer about the renovation of the Fed's headquarters, which he has called a \"pretext\" to win presidential influence over interest rates.\"We stand in full solidarity with the Federal Reserve System and its Chair Jerome H. Powell,\" the central bankers said in a rare joint statement.Independence from government influence has been the key foundation of modern central banking and remained the unquestioned standard for the world's biggest institutions until U.S. President Donald Trump started demanding lower rates and putting pressure on individual policymakers.UNPRECEDENTED SUPPORTThe heads of the European Central Bank, the Bank of England, the Bank of Canada and eight other institutions said that Powell had acted with integrity and that central bank independence was crucial for keeping prices and financial markets stable.\"The independence of central banks is a cornerstone of price, financial and economic stability in the interest of the citizens that we serve,\" the statement said.Sources close to the process said that ECB President Christine Lagarde, who signed on behalf of the euro zone's 21 central banks, was the key driver of the joint response, while much of the actual footwork to get individual governors on board was done by Pablo Hernandez de Cos, the general manager of the Bank for International Settlements, a central bank umbrella body.The ECB and the BIS declined to comment.Other signatories included the central bank chiefs of Sweden, Denmark, Switzerland, Australia, South Korea, Brazil and France, as well as top officials at the BIS.The Bank of Japan was notably absent from the list.A spokesman for the BOJ said the bank refrained from commenting on other central banks' action.A source close to the process said the BOJ had initially expressed support for the joint statement but was not yet ready to sign. The list is not considered final, however, and central bankers could still add their name, several sources said.FEARS OF HIGHER INFLATIONThe U.S. inquiry into Powell has already drawn criticism from the world of finance and also some key members of Trump's Republican Party.Central bankers fear that political influence over the Fed would erode trust in the bank's commitment to its inflation target. This would lead to higher inflation and global financial market volatility.Since the U.S. is the world's dominant economy, it would likely export this higher inflation via financial markets, making it more difficult for other central banks to keep prices stable.\"It is therefore critical to preserve that independence, with full respect for the rule of law and democratic accountability,\" the group of central bankers said.","news_type":1,"symbols_score_info":{"NQmain":2,"ESmain":2,"YMmain":2}},"isVote":1,"tweetType":1,"viewCount":596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":518826685616688,"gmtCreate":1767689678887,"gmtModify":1767689682772,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"title":"","htmlText":"Ppl catch preseident then you say u own these stock? You show proof u own them anot","listText":"Ppl catch preseident then you say u own these stock? You show proof u own them anot","text":"Ppl catch preseident then you say u own these stock? You show proof u own them anot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/518826685616688","repostId":"1172643151","repostType":2,"repost":{"id":"1172643151","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":1767671104,"share":"https://ttm.financial/m/news/1172643151?lang=en_US&edition=fundamental","pubTime":"2026-01-06 11:45","market":"us","language":"en","title":"Michael Burry’s Big Play off the U.S.-Venezuela Situation, Which the Investor Has Held for Years","url":"https://stock-news.laohu8.com/highlight/detail?id=1172643151","media":"Tiger Newspress","summary":"Michael Burry’s quiet bet on Venezuelan oil is coming back into focus.The investor best known for “The Big Short” said he has owned Valero Energy since 2020, a position he views as increasingly...","content":"<html><head></head><body><p>Michael Burry’s quiet bet on Venezuelan oil is coming back into focus.</p><p style=\"text-align: start;\">The investor best known for “The Big Short” said he has owned Valero Energy since 2020, a position he views as increasingly attractive as the U.S. moves toward a deeper role in reviving Venezuela’s oil industry.</p><p style=\"text-align: start;\">“Realize that many Gulf Coast refineries were purpose-built for Venezuelan heavy crude,” Burry wrote in a Monday blog post on Substack. “So they have been running with suboptimal feedstock for years. This will, in time, produce better margins across jet fuel, asphalt, and diesel ... I have owned Valero since 2020, and I am more resolved to holding it even longer after this weekend.”</p><p style=\"text-align: start;\">His comments came after President Donald Trump called on U.S. oil companies to invest in Venezuela after the overthrow of President Nicolás Maduro. Venezuela, a founding member of OPEC, sits on the largest proven crude oil reserves in the world. The country’s oil is among the heaviest and most sulfur-laden in the world, and only a limited number of refineries are equipped to process it efficiently.</p><p style=\"text-align: start;\">Valero stands out because of its ability to process heavy crude, but Burry said smaller refiners such as PBF Energy and HF Sinclair could also benefit, even if Venezuelan oil arrives only gradually. Any meaningful recovery in exports is likely to take years.</p><p style=\"text-align: start;\">Multiple analysts on Wall Street are also highlighting Valero as the biggest beneficiary, should Venezuelan supply increase. Shares of the refiner jumped about 10% Monday.</p><p style=\"text-align: start;\">The opportunity may extend beyond refining. Venezuela’s oil infrastructure has deteriorated after decades of underinvestment, creating potential demand for U.S. oilfield services companies if large-scale rehabilitation begins, Burry said.</p><p style=\"text-align: start;\">Burry said he owns Halliburton, and sees possible upside as well for Schlumberger and Baker Hughes, which could be tapped to help rebuild pipelines and refineries.</p><p style=\"text-align: start;\">“Venezuelan pipelines and refineries are old and in disrepair. This work will go to U.S. contractors,” he said. “Chevron is already there. Exxon and others have been litigating claims for decades and may see some justice relatively soon, if the US literally begins to run Venezuela as some have suggested. I own Halliburton, and may buy more shares or LEAPs.”</p><p style=\"text-align: start;\">LEAPs, or long-term equity anticipation securities, are options with lengthy expiration dates that could go beyond one year.</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>Michael Burry’s Big Play off the U.S.-Venezuela Situation, Which the Investor Has Held for Years</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\">\nMichael Burry’s Big Play off the U.S.-Venezuela Situation, Which the Investor Has Held for Years\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\">2026-01-06 11:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Michael Burry’s quiet bet on Venezuelan oil is coming back into focus.</p><p style=\"text-align: start;\">The investor best known for “The Big Short” said he has owned Valero Energy since 2020, a position he views as increasingly attractive as the U.S. moves toward a deeper role in reviving Venezuela’s oil industry.</p><p style=\"text-align: start;\">“Realize that many Gulf Coast refineries were purpose-built for Venezuelan heavy crude,” Burry wrote in a Monday blog post on Substack. “So they have been running with suboptimal feedstock for years. This will, in time, produce better margins across jet fuel, asphalt, and diesel ... I have owned Valero since 2020, and I am more resolved to holding it even longer after this weekend.”</p><p style=\"text-align: start;\">His comments came after President Donald Trump called on U.S. oil companies to invest in Venezuela after the overthrow of President Nicolás Maduro. Venezuela, a founding member of OPEC, sits on the largest proven crude oil reserves in the world. The country’s oil is among the heaviest and most sulfur-laden in the world, and only a limited number of refineries are equipped to process it efficiently.</p><p style=\"text-align: start;\">Valero stands out because of its ability to process heavy crude, but Burry said smaller refiners such as PBF Energy and HF Sinclair could also benefit, even if Venezuelan oil arrives only gradually. Any meaningful recovery in exports is likely to take years.</p><p style=\"text-align: start;\">Multiple analysts on Wall Street are also highlighting Valero as the biggest beneficiary, should Venezuelan supply increase. Shares of the refiner jumped about 10% Monday.</p><p style=\"text-align: start;\">The opportunity may extend beyond refining. Venezuela’s oil infrastructure has deteriorated after decades of underinvestment, creating potential demand for U.S. oilfield services companies if large-scale rehabilitation begins, Burry said.</p><p style=\"text-align: start;\">Burry said he owns Halliburton, and sees possible upside as well for Schlumberger and Baker Hughes, which could be tapped to help rebuild pipelines and refineries.</p><p style=\"text-align: start;\">“Venezuelan pipelines and refineries are old and in disrepair. This work will go to U.S. contractors,” he said. “Chevron is already there. Exxon and others have been litigating claims for decades and may see some justice relatively soon, if the US literally begins to run Venezuela as some have suggested. I own Halliburton, and may buy more shares or LEAPs.”</p><p style=\"text-align: start;\">LEAPs, or long-term equity anticipation securities, are options with lengthy expiration dates that could go beyond one year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VLO":"瓦莱罗能源"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172643151","content_text":"Michael Burry’s quiet bet on Venezuelan oil is coming back into focus.The investor best known for “The Big Short” said he has owned Valero Energy since 2020, a position he views as increasingly attractive as the U.S. moves toward a deeper role in reviving Venezuela’s oil industry.“Realize that many Gulf Coast refineries were purpose-built for Venezuelan heavy crude,” Burry wrote in a Monday blog post on Substack. “So they have been running with suboptimal feedstock for years. This will, in time, produce better margins across jet fuel, asphalt, and diesel ... I have owned Valero since 2020, and I am more resolved to holding it even longer after this weekend.”His comments came after President Donald Trump called on U.S. oil companies to invest in Venezuela after the overthrow of President Nicolás Maduro. Venezuela, a founding member of OPEC, sits on the largest proven crude oil reserves in the world. The country’s oil is among the heaviest and most sulfur-laden in the world, and only a limited number of refineries are equipped to process it efficiently.Valero stands out because of its ability to process heavy crude, but Burry said smaller refiners such as PBF Energy and HF Sinclair could also benefit, even if Venezuelan oil arrives only gradually. Any meaningful recovery in exports is likely to take years.Multiple analysts on Wall Street are also highlighting Valero as the biggest beneficiary, should Venezuelan supply increase. Shares of the refiner jumped about 10% Monday.The opportunity may extend beyond refining. Venezuela’s oil infrastructure has deteriorated after decades of underinvestment, creating potential demand for U.S. oilfield services companies if large-scale rehabilitation begins, Burry said.Burry said he owns Halliburton, and sees possible upside as well for Schlumberger and Baker Hughes, which could be tapped to help rebuild pipelines and refineries.“Venezuelan pipelines and refineries are old and in disrepair. This work will go to U.S. contractors,” he said. “Chevron is already there. Exxon and others have been litigating claims for decades and may see some justice relatively soon, if the US literally begins to run Venezuela as some have suggested. I own Halliburton, and may buy more shares or LEAPs.”LEAPs, or long-term equity anticipation securities, are options with lengthy expiration dates that could go beyond one year.","news_type":1,"symbols_score_info":{"VLO":2}},"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":516919430418560,"gmtCreate":1767223945389,"gmtModify":1767223949828,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"title":"","htmlText":"This person have guts to talk only no guts to do. Because all his short on Nvidia is burning up. He have no understand of the current market. He is just a one shot hype. On top n below","listText":"This person have guts to talk only no guts to do. Because all his short on Nvidia is burning up. He have no understand of the current market. He is just a one shot hype. On top n below","text":"This person have guts to talk only no guts to do. Because all his short on Nvidia is burning up. He have no understand of the current market. He is just a one shot hype. On top n below","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/516919430418560","repostId":"2595776527","repostType":2,"repost":{"id":"2595776527","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1767223556,"share":"https://ttm.financial/m/news/2595776527?lang=en_US&edition=fundamental","pubTime":"2026-01-01 07:25","market":"us","language":"en","title":"Tesla Stock In Focus As Michael Burry Denies Shorting Shares Despite \"Overvalued\" Label","url":"https://stock-news.laohu8.com/highlight/detail?id=2595776527","media":"MT Newswires Live","summary":" $Tesla(TSLA)$ (TSLA) renowned investor Michael Burry said Wednesday he is not shorting Tesla shares.Despite recently describing the Elon Musk-led electric-vehicle maker as \"ridiculously overvalued,\"...","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> (TSLA) renowned investor Michael Burry said Wednesday he is not shorting Tesla shares.</p><p>Despite recently describing the Elon Musk-led electric-vehicle maker as &#34;ridiculously overvalued,&#34; Burry said in a post on X that he is not betting against the stock, responding to a user&#39;s question with: &#34;I am not short.&#34;</p><p>Burry, best known for predicting the 2008 U.S. housing market collapse depicted in The Big Short, reiterated the same valuation view for Tesla earlier this month in his paid Substack newsletter</p><p>Tesla&#39;s valuation debate comes as the company published its own sales estimates, an unusual move that points to softer demand, reported CNBC. Tesla on Tuesday compiled an average forecast of 1.6 million vehicle deliveries in 2025, about 8% lower than 2024, signaling a second straight annual decline.</p><p>Tesla stock edged down ahead of Wednesday&#39;s opening bell, though it has still climbed more than 12.5% so far this year.</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>Tesla Stock In Focus As Michael Burry Denies Shorting Shares Despite \"Overvalued\" Label</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock In Focus As Michael Burry Denies Shorting Shares Despite \"Overvalued\" Label\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-01-01 07:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> (TSLA) renowned investor Michael Burry said Wednesday he is not shorting Tesla shares.</p><p>Despite recently describing the Elon Musk-led electric-vehicle maker as &#34;ridiculously overvalued,&#34; Burry said in a post on X that he is not betting against the stock, responding to a user&#39;s question with: &#34;I am not short.&#34;</p><p>Burry, best known for predicting the 2008 U.S. housing market collapse depicted in The Big Short, reiterated the same valuation view for Tesla earlier this month in his paid Substack newsletter</p><p>Tesla&#39;s valuation debate comes as the company published its own sales estimates, an unusual move that points to softer demand, reported CNBC. Tesla on Tuesday compiled an average forecast of 1.6 million vehicle deliveries in 2025, about 8% lower than 2024, signaling a second straight annual decline.</p><p>Tesla stock edged down ahead of Wednesday&#39;s opening bell, though it has still climbed more than 12.5% so far this year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4612":"AI芯片","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - 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Tesla on Tuesday compiled an average forecast of 1.6 million vehicle deliveries in 2025, about 8% lower than 2024, signaling a second straight annual decline.Tesla stock edged down ahead of Wednesday's opening bell, though it has still climbed more than 12.5% so far this year.","news_type":1,"symbols_score_info":{"TSLA":1.96}},"isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":510029280129672,"gmtCreate":1765532567132,"gmtModify":1765532571144,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"title":"","htmlText":"Huh now say another thing flipping roti prata&nbsp;","listText":"Huh now say another thing flipping roti prata&nbsp;","text":"Huh now say another thing flipping roti prata","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/510029280129672","repostId":"1114072537","repostType":2,"repost":{"id":"1114072537","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1765521751,"share":"https://ttm.financial/m/news/1114072537?lang=en_US&edition=fundamental","pubTime":"2025-12-12 14:42","market":"fut","language":"en","title":"\"The Big Short\" Burry Says AI Bubble Timing Unpredictable: Room for Growth Remains","url":"https://stock-news.laohu8.com/highlight/detail?id=1114072537","media":"Deep News","summary":"Michael Burry, the real-life inspiration behind \"The Big Short,\" stated in a new post of his paid newsletter that \"there is no way to time or predict\" when the artificial intelligence bubble will...","content":"<p>Michael Burry, the real-life inspiration behind \"The Big Short,\" stated in a new post of his paid newsletter that \"there is no way to time or predict\" when the artificial intelligence bubble will burst, especially when it may still have room to expand.</p>\n<p>Burry wrote, \"Shorting is almost always a short-term trade. Typically less than a year, maybe a few years at most. Not five years, not ten.\"</p>\n<p>He added, \"I believe the stock market is currently in a phase where it could break out upward from an extreme-scale top, and at any moment—even today or tomorrow—it might reach a generational peak.\"</p>\n<p>In the lengthy blog post, Burry addressed reader questions about his earlier writings. He argued that there is \"supply-side gluttony,\" referring to massive data center construction, GPU orders, and multibillion-dollar commitments without genuine end-user demand—misinterpreted by investors as supply chain activity. Burry attributed much of this hype to the marketing efforts of NVIDIA CEO Jensen Huang.</p>\n<p>\"Even when it finally peaks, it won’t be for any specific reason,\" Burry later noted in the post. \"Even if the reason is the AI construction bubble bursting, it might take a year or two to become apparent.\"</p>\n<p>\"Most of the time, it’s wise to neither short stocks nor buy put options. The most obviously overvalued stocks often have the strongest upward momentum, but their put options are prohibitively expensive.\"</p>\n<p>In November, Burry launched a paid newsletter called \"Cassandra Unchained,\" with his first post targeting NVIDIA. He likened the chipmaking giant to \"the Cisco\" of the AI bubble debate—referring to the company whose stock plunged over 75% during the dot-com crash.</p>\n<p>At the end of November, NVIDIA released a report to Wall Street analysts countering some of Burry’s claims.</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>\"The Big Short\" Burry Says AI Bubble Timing Unpredictable: Room for Growth Remains</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\">\n\"The Big Short\" Burry Says AI Bubble Timing Unpredictable: Room for Growth Remains\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2025-12-12 14:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Michael Burry, the real-life inspiration behind \"The Big Short,\" stated in a new post of his paid newsletter that \"there is no way to time or predict\" when the artificial intelligence bubble will burst, especially when it may still have room to expand.</p>\n<p>Burry wrote, \"Shorting is almost always a short-term trade. Typically less than a year, maybe a few years at most. Not five years, not ten.\"</p>\n<p>He added, \"I believe the stock market is currently in a phase where it could break out upward from an extreme-scale top, and at any moment—even today or tomorrow—it might reach a generational peak.\"</p>\n<p>In the lengthy blog post, Burry addressed reader questions about his earlier writings. He argued that there is \"supply-side gluttony,\" referring to massive data center construction, GPU orders, and multibillion-dollar commitments without genuine end-user demand—misinterpreted by investors as supply chain activity. Burry attributed much of this hype to the marketing efforts of NVIDIA CEO Jensen Huang.</p>\n<p>\"Even when it finally peaks, it won’t be for any specific reason,\" Burry later noted in the post. \"Even if the reason is the AI construction bubble bursting, it might take a year or two to become apparent.\"</p>\n<p>\"Most of the time, it’s wise to neither short stocks nor buy put options. The most obviously overvalued stocks often have the strongest upward momentum, but their put options are prohibitively expensive.\"</p>\n<p>In November, Burry launched a paid newsletter called \"Cassandra Unchained,\" with his first post targeting NVIDIA. He likened the chipmaking giant to \"the Cisco\" of the AI bubble debate—referring to the company whose stock plunged over 75% during the dot-com crash.</p>\n<p>At the end of November, NVIDIA released a report to Wall Street analysts countering some of Burry’s claims.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4579":"人工智能","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0672654240.SGD":"FTIF - 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Typically less than a year, maybe a few years at most. Not five years, not ten.\"\nHe added, \"I believe the stock market is currently in a phase where it could break out upward from an extreme-scale top, and at any moment—even today or tomorrow—it might reach a generational peak.\"\nIn the lengthy blog post, Burry addressed reader questions about his earlier writings. He argued that there is \"supply-side gluttony,\" referring to massive data center construction, GPU orders, and multibillion-dollar commitments without genuine end-user demand—misinterpreted by investors as supply chain activity. Burry attributed much of this hype to the marketing efforts of NVIDIA CEO Jensen Huang.\n\"Even when it finally peaks, it won’t be for any specific reason,\" Burry later noted in the post. \"Even if the reason is the AI construction bubble bursting, it might take a year or two to become apparent.\"\n\"Most of the time, it’s wise to neither short stocks nor buy put options. The most obviously overvalued stocks often have the strongest upward momentum, but their put options are prohibitively expensive.\"\nIn November, Burry launched a paid newsletter called \"Cassandra Unchained,\" with his first post targeting NVIDIA. He likened the chipmaking giant to \"the Cisco\" of the AI bubble debate—referring to the company whose stock plunged over 75% during the dot-com crash.\nAt the end of November, NVIDIA released a report to Wall Street analysts countering some of Burry’s claims.","news_type":1,"symbols_score_info":{"NVDA":1,"2NVD.UK":1,"NVD2.UK":1,"NVDS.UK":1,"SNVD.UK":1,"3NVD.UK":1,"NVD3.UK":1,"NVIW.SI":1,"NVDY":1,"NVDU":1,"NVD":1,"NVDD":1,"NVDL":1,"NVDS":1,"NVDX":1}},"isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":508568871604320,"gmtCreate":1765184116219,"gmtModify":1765184120383,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"title":"","htmlText":"Who is this burry guy asking for photo from a company? Do u own Nvidia, you no longer have a company or fund to ask for photo. U can get Jenson photo online D","listText":"Who is this burry guy asking for photo from a company? Do u own Nvidia, you no longer have a company or fund to ask for photo. U can get Jenson photo online D","text":"Who is this burry guy asking for photo from a company? Do u own Nvidia, you no longer have a company or fund to ask for photo. U can get Jenson photo online D","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/508568871604320","repostId":"2589386256","repostType":2,"repost":{"id":"2589386256","kind":"highlight","pubTimestamp":1765168500,"share":"https://ttm.financial/m/news/2589386256?lang=en_US&edition=fundamental","pubTime":"2025-12-08 12:35","market":"sh","language":"en","title":"Michael Burry Asks For Photos Of Warehoused Nvidia GPUs After Analyst Questions Jensen Huang's Blackwell Shipment Numbers: 'Getting Interesting'","url":"https://stock-news.laohu8.com/highlight/detail?id=2589386256","media":"Benzinga_recent_news","summary":"Michael Burry is calling for proof of stockpiled Nvidia GPUs after a viral analysis questioned whether Jensen Huang's claim of six million Blackwell shipments matches the company's revenue, data-center capacity and power constraints.","content":"<div>\n<p>Over the weekend, Michael Burry, the investor made famous by \"The Big Short\" for forecasting the 2008 housing collapse, asked for evidence of stockpiled Nvidia Corp (NASDAQ:NVDA) GPUs.\nThis ...</p>\n\n<a href=\"https://www.benzinga.com/markets/tech/25/12/49249895/michael-burry-asks-for-photos-of-warehoused-nvidia-gpus-after-analyst-questions-jensen-huangs-blackwell-shipment-numbers-getting-interesting\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","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>Michael Burry Asks For Photos Of Warehoused Nvidia GPUs After Analyst Questions Jensen Huang's Blackwell Shipment Numbers: 'Getting Interesting'</title>\n<style 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}\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\">\nMichael Burry Asks For Photos Of Warehoused Nvidia GPUs After Analyst Questions Jensen Huang's Blackwell Shipment Numbers: 'Getting Interesting'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-08 12:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/tech/25/12/49249895/michael-burry-asks-for-photos-of-warehoused-nvidia-gpus-after-analyst-questions-jensen-huangs-blackwell-shipment-numbers-getting-interesting><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over the weekend, Michael Burry, the investor made famous by \"The Big Short\" for forecasting the 2008 housing collapse, asked for evidence of stockpiled Nvidia Corp (NASDAQ:NVDA) GPUs.\nThis ...</p>\n\n<a href=\"https://www.benzinga.com/markets/tech/25/12/49249895/michael-burry-asks-for-photos-of-warehoused-nvidia-gpus-after-analyst-questions-jensen-huangs-blackwell-shipment-numbers-getting-interesting\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn.benzinga.com/files/images/story/2025/12/07/Nvidia-Chip-On-Illuminated-Circuit-Board.jpeg?optimize=medium&dpr=2&auto=webp&width=240","relate_stocks":{"LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH 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Franklin Mutual US Value A Acc SGD"},"source_url":"https://www.benzinga.com/markets/tech/25/12/49249895/michael-burry-asks-for-photos-of-warehoused-nvidia-gpus-after-analyst-questions-jensen-huangs-blackwell-shipment-numbers-getting-interesting","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2589386256","content_text":"Over the weekend, Michael Burry, the investor made famous by \"The Big Short\" for forecasting the 2008 housing collapse, asked for evidence of stockpiled Nvidia Corp (NASDAQ:NVDA) GPUs.\nThis development came after an analysis on X questioned whether Jensen Huang's statement about Blackwell shipments aligns with the company's reported revenue and U.S. data-center capacity.\nBurry's statement came after a detailed thread on X from a user known as Kakashii ignited fresh scrutiny around Nvidia's latest GPU generation.\nThe user, who introduced themselves as an attorney on social media, questioned Huang's statement that six million Blackwell GPUs have already shipped.\nHuang said in October 2025 that demand for Nvidia's chips is still surging, noting that the company has shipped 6 million Blackwell GPUs over the past four quarters, reported CNBC.\nAt the time, he also stated that Nvidia expects a combined $500 billion in GPU sales across the Blackwell line and next year's Rubin generation.\nAccording to the analysis shared by Kakashii on X, Nvidia's reported $111 billion in data-center revenue since Blackwell launched does not appear to support that shipment volume.\nEven after factoring in the more than $10 billion Nvidia disclosed in the 2024 fourth-quarter Blackwell revenue, the thread argues the numbers only account for roughly 4 million units, leaving a potential gap of hundreds of thousands to millions of GPUs.\nSee Also: Ronald Reagan ‘Didn't Love Tariffs,' Says Economist Paul Krugman: He Repeatedly Emphasized ‘The Virtues of Free Trade'\nThe thread also pointed to the enormous energy requirements of running Blackwell chips.\nIf 6 million GPUs shipped and 65% to 70% were deployed in U.S. data centers, they would require 8.5 to 11 gigawatts of power — roughly equivalent to the electricity capacity of Singapore, the analyst said.\nHowever, the U.S. only added an estimated 8.5 gigawatts of data-center-usable capacity between 2024 and 2025, the user noted. That assumes every new facility uses only Nvidia hardware and no Advanced Micro Devices, Inc. (NASDAQ:AMD) or Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google chips.\nEven then, the user argued, the power supply barely matches the stated GPU shipment volume.\nSharing the thread, Burry urged X users to send him photos or proof of Nvidia GPUs being stored \"in mass quantities\" in the U.S. or overseas.\n\"Some have reached out to me,\" he wrote, adding, \"it is getting interesting. But I need more.\"\nNvidia did not immediately respond to Benzinga's request for comments.\nLast month, Burry doubled down on his bearish view of Nvidia, reaffirming his analysis on X just hours after the company privately pushed back his past claims. Burry argues the company's $112.5 billion in buybacks added no real shareholder value and only offset stock-based compensation.\nMeanwhile, analysts like Ming-Chi Kuo defended Nvidia, saying concerns about rising Days Sales Outstanding and inventory levels misunderstand the company's sales patterns and preparation for new Blackwell chips.\nNvidia's stock has surged 31.88% so far this year, outperforming both the Nasdaq Composite's 22.29% gain and the Nasdaq 100's 22.49% rise. Benzinga's Edge Stock Rankings indicate a short-term downward trend for NVDA, but point to strength in the medium and long term, with more performance details available here.\nRead Next:\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nPhoto: Hepha1st0s On Shutterstock.com","news_type":1,"symbols_score_info":{"NVD3.UK":0.6,"SNVD.UK":0.6,"NVDS.UK":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6,"NVDX":0.6,"NVDD":0.6,"NVDA":1.98,"NVD":0.6,"NVDS":0.6,"NVDU":0.6,"NVDY":0.6,"USJW.SI":0.6,"NVIW.SI":0.6,"NVD2.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":504532885386024,"gmtCreate":1764204101566,"gmtModify":1764208676363,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"title":"","htmlText":"It seem like if Nvidia make noise seem weird if don't they don't make noise you also feel weird because are u guilty. Somehow what u do someone is there to inject fear","listText":"It seem like if Nvidia make noise seem weird if don't they don't make noise you also feel weird because are u guilty. Somehow what u do someone is there to inject fear","text":"It seem like if Nvidia make noise seem weird if don't they don't make noise you also feel weird because are u guilty. Somehow what u do someone is there to inject fear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/504532885386024","repostId":"2586262633","repostType":2,"repost":{"id":"2586262633","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":1764203496,"share":"https://ttm.financial/m/news/2586262633?lang=en_US&edition=fundamental","pubTime":"2025-11-27 08:31","market":"us","language":"en","title":"Nvidia Is Going Out of Its Way to Rebut Online Criticism. Is This Savvy PR or Adding Fuel to the Fire?","url":"https://stock-news.laohu8.com/highlight/detail?id=2586262633","media":"Dow Jones","summary":"Nvidia has been vocal in refuting bearish critiques, and there's debate over the merits of its communications strategy. Nvidia says it's \"a generation ahead of the industry.\". With Nvidia shares  down since last week's earnings report, the world's largest company by market cap has been vocal in response to budding bearish criticisms. To some, the messaging seems consistent with what investor-relations teams should convey. But others think the company is only stoking worries further by acknowledging them.It started with a memo to sell-side analysts over the weekend, addressing a variety of concerns, from the impact of Nvidia's buyback program to the financial positions of partners like OpenAI and CoreWeave, to the company's view that it \"does not resemble historical accounting frauds\" like Enron.Are Nvidia's responses savvy public relations or a sign the company is growing worried?But to Seaport Research's Jay Goldberg, the sole sell-side analyst to carry a bearish rating on Nvidia's st","content":"<html><head></head><body><p>Nvidia has gone on the offensive - or perhaps the defensive - to reshape the recent narrative around the artificial-intelligence trade and the company&#39;s place in it.</p><p>With Nvidia shares down since last week&#39;s earnings report, the world&#39;s largest company by market cap has been vocal in response to budding bearish criticisms. To some, the messaging seems consistent with what investor-relations teams should convey. But others think the company is only stoking worries further by acknowledging them.</p><p>It started with a memo to sell-side analysts over the weekend, addressing a variety of concerns, from the impact of Nvidia&#39;s buyback program to the financial positions of partners like OpenAI and <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>, to the company&#39;s view that it &#34;does not resemble historical accounting frauds&#34; like Enron.</p><p>Then, as enthusiasm built further for Alphabet&#39;s tensor processing units, which are an alternative to the graphics processing units sold by Nvidia, the company weighed in on that conversation as well. Nvidia took to X, formerly known as Twitter, to both praise Google, but said that its own chips are a step ahead.</p><p>The post sparked colorful reactions on X, including memes likening the company to BlackBerry and messages poking fun at the use of em-dashes, a staple of ChatGPT-authored content - though MarketWatch writers and editors like them as well.</p><p>Read: Google is crushing it. Why that&#39;s worrying investors in Nvidia and other AI stocks.</p><p>Are Nvidia&#39;s responses savvy public relations or a sign the company is growing worried? Alexander Laskin, a public relations professor at Quinnipiac University, didn&#39;t directly offer a view of whether Nvidia&#39;s strategy was smart or not, but noted that it&#39;s important to understand the role of investor relations.</p><p>&#34;Investor relations is a function of managing expectations,&#34; he said in emailed commentary. &#34;It makes sense to chime in and provide the facts and clarifications.&#34;</p><p>Those on the investor relations team are supposed to help analysts better understand the business, &#34;especially if an [investor-relations officer] sees any errors in the conversation,&#34; he continued.</p><p>And Alphabet isn&#39;t exactly an upstart competitor, he noted. Google has &#34;a lot of resources to throw at AI if they decide to,&#34; meaning that &#34;Nvidia may have reasons to be worried.&#34;</p><p>FedEx made a similar move in 2018, when it directly acknowledged the threat from <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Air by saying that such fear of disruption was &#34;fantastical.&#34;</p><p>But to Seaport Research&#39;s Jay Goldberg, the sole sell-side analyst to carry a bearish rating on Nvidia&#39;s stock, the company seems to be &#34;seriously off their game this week in communications.&#34;</p><p>&#34;I saw that tweet ... and I was like, &#39;Are you guys OK?&#39;&#34; Goldberg told MarketWatch on Tuesday, adding that the messaging was akin to leaving &#34;the intern in charge while everyone else was on Thanksgiving break.&#34;</p><p>Goldberg may be bearish on Nvidia&#39;s stock, but he doesn&#39;t think Nvidia is committing accounting fraud, nor does he agree with other &#34;stupid concerns being raised online.&#34; Nonetheless, &#34;the fact that they seem to have responded to those in the selectively disclosed letter, it&#39;s just weird,&#34; he said.</p><p>The company is &#34;kind of letting it fester now,&#34; with the potential for the narrative to drag into next week, he added.</p><p>Jim Angel, a finance professor at Georgetown University&#39;s McDonough School of Business, suggested that Nvidia&#39;s letter to Wall Street analysts was a precarious move, noting &#34;there&#39;s always the legal and regulatory risk when the CEO says, &#39;Yes, everything is wonderful.&#39;&#34;</p><p>Nvidia coming out against concerns about its business could be &#34;dangerous,&#34; or it&#39;s par for the course in getting its message through to Wall Street, Angel said. But what Nvidia is trying to say and to whom is not so clear to him.</p><p>Meanwhile, Nvidia&#39;s tweet mentioning competition with Google&#39;s TPU &#34;basically raises the competition&#39;s visibility and puts the idea into people that maybe Nvidia is not the only game in town,&#34; Angel said.</p><p>Companies are expected to take risks, even with their communications strategies, Angel said, but the question remains whether or not the payoff will be worth it.</p><p>Nvidia did not immediately respond to MarketWatch&#39;s request for comment on its communications approach. MarketWatch reviewed the memo sent to sell-side analysts after it was included in a broker&#39;s research note.</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 Is Going Out of Its Way to Rebut Online Criticism. Is This Savvy PR or Adding Fuel to the Fire?</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 Is Going Out of Its Way to Rebut Online Criticism. Is This Savvy PR or Adding Fuel to the Fire?\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\">2025-11-27 08:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia has gone on the offensive - or perhaps the defensive - to reshape the recent narrative around the artificial-intelligence trade and the company&#39;s place in it.</p><p>With Nvidia shares down since last week&#39;s earnings report, the world&#39;s largest company by market cap has been vocal in response to budding bearish criticisms. To some, the messaging seems consistent with what investor-relations teams should convey. But others think the company is only stoking worries further by acknowledging them.</p><p>It started with a memo to sell-side analysts over the weekend, addressing a variety of concerns, from the impact of Nvidia&#39;s buyback program to the financial positions of partners like OpenAI and <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>, to the company&#39;s view that it &#34;does not resemble historical accounting frauds&#34; like Enron.</p><p>Then, as enthusiasm built further for Alphabet&#39;s tensor processing units, which are an alternative to the graphics processing units sold by Nvidia, the company weighed in on that conversation as well. Nvidia took to X, formerly known as Twitter, to both praise Google, but said that its own chips are a step ahead.</p><p>The post sparked colorful reactions on X, including memes likening the company to BlackBerry and messages poking fun at the use of em-dashes, a staple of ChatGPT-authored content - though MarketWatch writers and editors like them as well.</p><p>Read: Google is crushing it. Why that&#39;s worrying investors in Nvidia and other AI stocks.</p><p>Are Nvidia&#39;s responses savvy public relations or a sign the company is growing worried? Alexander Laskin, a public relations professor at Quinnipiac University, didn&#39;t directly offer a view of whether Nvidia&#39;s strategy was smart or not, but noted that it&#39;s important to understand the role of investor relations.</p><p>&#34;Investor relations is a function of managing expectations,&#34; he said in emailed commentary. &#34;It makes sense to chime in and provide the facts and clarifications.&#34;</p><p>Those on the investor relations team are supposed to help analysts better understand the business, &#34;especially if an [investor-relations officer] sees any errors in the conversation,&#34; he continued.</p><p>And Alphabet isn&#39;t exactly an upstart competitor, he noted. Google has &#34;a lot of resources to throw at AI if they decide to,&#34; meaning that &#34;Nvidia may have reasons to be worried.&#34;</p><p>FedEx made a similar move in 2018, when it directly acknowledged the threat from <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Air by saying that such fear of disruption was &#34;fantastical.&#34;</p><p>But to Seaport Research&#39;s Jay Goldberg, the sole sell-side analyst to carry a bearish rating on Nvidia&#39;s stock, the company seems to be &#34;seriously off their game this week in communications.&#34;</p><p>&#34;I saw that tweet ... and I was like, &#39;Are you guys OK?&#39;&#34; Goldberg told MarketWatch on Tuesday, adding that the messaging was akin to leaving &#34;the intern in charge while everyone else was on Thanksgiving break.&#34;</p><p>Goldberg may be bearish on Nvidia&#39;s stock, but he doesn&#39;t think Nvidia is committing accounting fraud, nor does he agree with other &#34;stupid concerns being raised online.&#34; Nonetheless, &#34;the fact that they seem to have responded to those in the selectively disclosed letter, it&#39;s just weird,&#34; he said.</p><p>The company is &#34;kind of letting it fester now,&#34; with the potential for the narrative to drag into next week, he added.</p><p>Jim Angel, a finance professor at Georgetown University&#39;s McDonough School of Business, suggested that Nvidia&#39;s letter to Wall Street analysts was a precarious move, noting &#34;there&#39;s always the legal and regulatory risk when the CEO says, &#39;Yes, everything is wonderful.&#39;&#34;</p><p>Nvidia coming out against concerns about its business could be &#34;dangerous,&#34; or it&#39;s par for the course in getting its message through to Wall Street, Angel said. But what Nvidia is trying to say and to whom is not so clear to him.</p><p>Meanwhile, Nvidia&#39;s tweet mentioning competition with Google&#39;s TPU &#34;basically raises the competition&#39;s visibility and puts the idea into people that maybe Nvidia is not the only game in town,&#34; Angel said.</p><p>Companies are expected to take risks, even with their communications strategies, Angel said, but the question remains whether or not the payoff will be worth it.</p><p>Nvidia did not immediately respond to MarketWatch&#39;s request for comment on its communications approach. MarketWatch reviewed the memo sent to sell-side analysts after it was included in a broker&#39;s research note.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","BK4077":"互动媒体与服务","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK4503":"景林资产持仓","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","BK4605":"半导体精选","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","NVDA":"英伟达","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586262633","content_text":"Nvidia has gone on the offensive - or perhaps the defensive - to reshape the recent narrative around the artificial-intelligence trade and the company's place in it.With Nvidia shares down since last week's earnings report, the world's largest company by market cap has been vocal in response to budding bearish criticisms. To some, the messaging seems consistent with what investor-relations teams should convey. But others think the company is only stoking worries further by acknowledging them.It started with a memo to sell-side analysts over the weekend, addressing a variety of concerns, from the impact of Nvidia's buyback program to the financial positions of partners like OpenAI and CoreWeave, to the company's view that it \"does not resemble historical accounting frauds\" like Enron.Then, as enthusiasm built further for Alphabet's tensor processing units, which are an alternative to the graphics processing units sold by Nvidia, the company weighed in on that conversation as well. Nvidia took to X, formerly known as Twitter, to both praise Google, but said that its own chips are a step ahead.The post sparked colorful reactions on X, including memes likening the company to BlackBerry and messages poking fun at the use of em-dashes, a staple of ChatGPT-authored content - though MarketWatch writers and editors like them as well.Read: Google is crushing it. Why that's worrying investors in Nvidia and other AI stocks.Are Nvidia's responses savvy public relations or a sign the company is growing worried? Alexander Laskin, a public relations professor at Quinnipiac University, didn't directly offer a view of whether Nvidia's strategy was smart or not, but noted that it's important to understand the role of investor relations.\"Investor relations is a function of managing expectations,\" he said in emailed commentary. \"It makes sense to chime in and provide the facts and clarifications.\"Those on the investor relations team are supposed to help analysts better understand the business, \"especially if an [investor-relations officer] sees any errors in the conversation,\" he continued.And Alphabet isn't exactly an upstart competitor, he noted. Google has \"a lot of resources to throw at AI if they decide to,\" meaning that \"Nvidia may have reasons to be worried.\"FedEx made a similar move in 2018, when it directly acknowledged the threat from Amazon Air by saying that such fear of disruption was \"fantastical.\"But to Seaport Research's Jay Goldberg, the sole sell-side analyst to carry a bearish rating on Nvidia's stock, the company seems to be \"seriously off their game this week in communications.\"\"I saw that tweet ... and I was like, 'Are you guys OK?'\" Goldberg told MarketWatch on Tuesday, adding that the messaging was akin to leaving \"the intern in charge while everyone else was on Thanksgiving break.\"Goldberg may be bearish on Nvidia's stock, but he doesn't think Nvidia is committing accounting fraud, nor does he agree with other \"stupid concerns being raised online.\" Nonetheless, \"the fact that they seem to have responded to those in the selectively disclosed letter, it's just weird,\" he said.The company is \"kind of letting it fester now,\" with the potential for the narrative to drag into next week, he added.Jim Angel, a finance professor at Georgetown University's McDonough School of Business, suggested that Nvidia's letter to Wall Street analysts was a precarious move, noting \"there's always the legal and regulatory risk when the CEO says, 'Yes, everything is wonderful.'\"Nvidia coming out against concerns about its business could be \"dangerous,\" or it's par for the course in getting its message through to Wall Street, Angel said. But what Nvidia is trying to say and to whom is not so clear to him.Meanwhile, Nvidia's tweet mentioning competition with Google's TPU \"basically raises the competition's visibility and puts the idea into people that maybe Nvidia is not the only game in town,\" Angel said.Companies are expected to take risks, even with their communications strategies, Angel said, but the question remains whether or not the payoff will be worth it.Nvidia did not immediately respond to MarketWatch's request for comment on its communications approach. MarketWatch reviewed the memo sent to sell-side analysts after it was included in a broker's research note.","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503978828837608,"gmtCreate":1764079019858,"gmtModify":1764079024434,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"title":"","htmlText":"Meta u r just asking for trouble when u use google TPU all your profit might go down the drain if all ur data is being pass on to your competitors. Only choose neutral parties chips and not competitors chips because of cost","listText":"Meta u r just asking for trouble when u use google TPU all your profit might go down the drain if all ur data is being pass on to your competitors. Only choose neutral parties chips and not competitors chips because of cost","text":"Meta u r just asking for trouble when u use google TPU all your profit might go down the drain if all ur data is being pass on to your competitors. Only choose neutral parties chips and not competitors chips because of cost","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503978828837608","repostId":"2586476368","repostType":2,"repost":{"id":"2586476368","kind":"highlight","pubTimestamp":1764076260,"share":"https://ttm.financial/m/news/2586476368?lang=en_US&edition=fundamental","pubTime":"2025-11-25 21:11","market":"sh","language":"en","title":"Jim Cramer Says Broadcom Is The 'Most Likely Winner' In Potential Google-Meta TPU Chip Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=2586476368","media":"Benzinga_recent_news","summary":"Here's why Jim Cramer thinks Broadcom is poised to be the primary beneficiary of a potential deal between Alphabet and Meta Platforms.","content":"<div>\n<p>Jim Cramer, the host of CNBC’s “Mad Money,” has suggested that Broadcom Inc. (NASDAQ:AVGO) is poised to be the primary beneficiary of a potential deal between Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL...</p>\n\n<a href=\"https://www.benzinga.com/markets/tech/25/11/49053821/jim-cramer-says-broadcom-is-the-most-likely-winner-in-potential-google-meta-tpu-chip-deal\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","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>Jim Cramer Says Broadcom Is The 'Most Likely Winner' In Potential Google-Meta TPU Chip Deal</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJim Cramer Says Broadcom Is The 'Most Likely Winner' In Potential Google-Meta TPU Chip Deal\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-25 21:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/tech/25/11/49053821/jim-cramer-says-broadcom-is-the-most-likely-winner-in-potential-google-meta-tpu-chip-deal><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Jim Cramer, the host of CNBC’s “Mad Money,” has suggested that Broadcom Inc. (NASDAQ:AVGO) is poised to be the primary beneficiary of a potential deal between Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL...</p>\n\n<a href=\"https://www.benzinga.com/markets/tech/25/11/49053821/jim-cramer-says-broadcom-is-the-most-likely-winner-in-potential-google-meta-tpu-chip-deal\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn.benzinga.com/files/images/story/2025/11/25/New-York-City--New-York---August-5-2025-.jpeg?optimize=medium&dpr=2&auto=webp&width=240","relate_stocks":{"NVDS.UK":"LS -1X NVIDIA","META":"Meta Platforms, Inc.","USAW.SI":"AMZN 3xLongSG261006","3NVD.UK":"LS 3X NVIDIA","SQQQ":"纳指三倍做空ETF","FB":"ProShares S&P 500 Dynamic Buffer ETF","AVGOP":"BROADCOM INC PFD SER A 22","SNVD.UK":"LS -1X NVIDIA","QLD":"2倍做多纳斯达克100指数ETF-ProShares","GOOGL":"谷歌A","NVDS":"1.5倍做空NVDA ETF-Tradr","QID":"两倍做空纳斯达克指数ETF-ProShares","NVDU":"2倍做多NVDA ETF-Direxion","GOOG":"谷歌","BK4549":"软银资本持仓","TSYW.SI":"TESLA 3xLongSG261006","PSQ":"做空纳斯达克100指数ETF-ProShares","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","NVIW.SI":"NVDA 3xLongSG261006","TQQQ":"纳指三倍做多ETF","USJW.SI":"ALPHAB 3xLongSG261006","BK4548":"巴美列捷福持仓","2NVD.UK":"2X NVIDIA ETP","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A",".IXIC":"NASDAQ Composite","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","NVDY":"NVDA期权收益策略ETF-YieldMax","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","NVD2.UK":"2X NVIDIA ETP","NVDD":"1倍做空NVDA ETF-Direxion","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","NVD3.UK":"LS 3X NVIDIA","AVGO":"博通"},"source_url":"https://www.benzinga.com/markets/tech/25/11/49053821/jim-cramer-says-broadcom-is-the-most-likely-winner-in-potential-google-meta-tpu-chip-deal","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586476368","content_text":"Jim Cramer, the host of CNBC’s “Mad Money,” has suggested that Broadcom Inc. (NASDAQ:AVGO) is poised to be the primary beneficiary of a potential deal between Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) and Meta Platforms Inc. (NASDAQ:META).\nIn a post on X on Tuesday, Cramer highlighted Broadcom’s CEO, Hock Tan, who also serves on Meta’s board, as the key factor in this potential win.\n“The most likely winner here is Broadcom because that is who Meta would contract with,” Cramer wrote.\nCramer’s post comes in the wake of Monday reports that Alphabet’s Google is in discussions with Meta and other cloud clients about a potential deal that would allow Meta to utilize Google AI chips in its data centers. As per a report, this potential deal is a part of the intensifying rivalry between Google and NVIDIA Corp (NASDAQ:NVDA) as Google wants to position its Tensor Processing Units (TPUs) against Nvidia’s GPUs. \nCEO Tan has been a key figure in Broadcom’s rise in the AI hardware race against Nvidia and he has recently been rewarded with an extension of his CEO tenure through 2030. \nDespite Nvidia’s dominance in the AI hardware arena, Broadcom has been quietly challenging the company with its smart silicon and hyperscaler-grade networking gear. The chipmaker’s collaboration with Google on the Ironwood TPU (TPUv6, 3 nm) is expected to generate over $15 billion in revenue over its lifetime and has validated Broadcom’s ability to compete with Nvidia’s GPU dominance. Notably, Google has been designing its TPUs since their 2016 debut, but relies on partners like Broadcom to manufacture the older generations, reported CNBC, citing analyst Ben Reitzes from Melius Research. \nTan, meanwhile, became a Meta board member in February 2024, reflecting CEO Mark Zuckerberg's interest in his extensive silicon and energy-infrastructure expertise.\nPrice Action: On Monday, Google’s parent, Alphabet’s shares surged 6.28% to close at $318.47, while Meta gained 3.16% to close at $613.05. At the same time, Broadcom stock recorded the highest gain at 11.10%. The stock closed at $377.96, near its 52-week high of $386.48, as per data from Benzinga Pro. \nREAD NEXT:\nImage via Shutterstock\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.","news_type":1,"symbols_score_info":{"USJW.SI":0.6,"NVD2.UK":0.6,"NVDS.UK":0.6,"GOOGL":1,".IXIC":0.9,"META":1.5,"NVDU":0.6,"NVDS":0.6,"QID":0.6,"NVD":0.6,"NVIW.SI":0.6,"SQQQ":0.6,"MNQmain":0.6,"GOOG":1,"USAW.SI":0.6,"AVGO":1,"NQmain":0.6,"NVDY":0.6,"NVDD":0.6,"AVGOP":1.5,"SNVD.UK":0.6,"FB":1.5,"NVD3.UK":0.6,"TSYW.SI":0.6,"2NVD.UK":0.6,"TQQQ":0.6,"QLD":0.6,"PSQ":0.6,"3NVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503967659422080,"gmtCreate":1764076187831,"gmtModify":1764076192352,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"title":"","htmlText":"So their TPU power their partner waymo auto driving? Or still no choice uses Nvidia chips? Or the TPU is only for language model AI ?","listText":"So their TPU power their partner waymo auto driving? Or still no choice uses Nvidia chips? Or the TPU is only for language model AI ?","text":"So their TPU power their partner waymo auto driving? Or still no choice uses Nvidia chips? Or the TPU is only for language model AI ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503967659422080","repostId":"1133084734","repostType":2,"repost":{"id":"1133084734","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1764075837,"share":"https://ttm.financial/m/news/1133084734?lang=en_US&edition=fundamental","pubTime":"2025-11-25 21:03","market":"sh","language":"en","title":"Alphabet Poised to Challenge NVIDIA with AI Chips and Gemini Model","url":"https://stock-news.laohu8.com/highlight/detail?id=1133084734","media":"Deep News","summary":"Signs indicate that Alphabet Inc., the search engine giant, is making progress in challenging NVIDIA Corp.'s dominance in AI accelerator products, potentially reshaping the rankings of the world's...","content":"<p>Signs indicate that Alphabet Inc., the search engine giant, is making progress in challenging NVIDIA Corp.'s dominance in AI accelerator products, potentially reshaping the rankings of the world's most valuable companies.</p>\n<p>With widespread acclaim for Alphabet's newly launched Gemini AI model and rising demand for its AI chips driving stock gains, investors are reassessing the tech industry landscape and potential shifts in market leadership. Since mid-October, Alphabet's stock has surged 35%, adding nearly $1 trillion to its market capitalization. As of Monday's close, the Google parent's market cap still trails NVIDIA's $4.4 trillion by approximately $590 billion, but this year's rally has significantly narrowed the gap.</p>\n<p>Reports suggest Meta Platforms Inc. is in talks to use Google's Tensor Processing Units (TPUs) in its data centers by 2027, with potential chip leasing from Google Cloud as early as next year. Alexandra Morris, Investment Director at Skagen AS, noted: \"While NVIDIA was expected to deliver staggering growth, market participants are now more alert to competitive dynamics. The narrative that 'NVIDIA is the sole provider of chips for data center expansion' no longer holds.\"</p>\n<p>A potential deal with Meta could establish TPUs as a viable alternative to NVIDIA's industry-standard chips, which are currently relied upon by tech giants like Meta and OpenAI, as well as startups, for AI model development and computing power. Alphabet's shares extended gains for a third consecutive session, rising 3.5% in pre-market trading Tuesday, while NVIDIA fell 3.5% and smaller rival Advanced Micro Devices Inc. declined 3%.</p>\n<p>NVIDIA's valuation has moderated, with forward P/E at 26x—below its 10-year average of 35x—while Alphabet's forward P/E has climbed to 27x, above its historical 20x average. A partnership with Meta, one of the biggest investors in data centers and AI development, would highlight long-term challenges to NVIDIA's dominance. However, TPUs' viability as a sustainable alternative hinges on demonstrating necessary efficiency and computing power.</p>\n<p>Florian Ielpo, Head of Macro at Lombard Odier Investment Managers, commented: \"Google's TPUs do present a potential alternative, but the AI industry remains in its early stages with a steep learning curve. NVIDIA still leads, but the landscape may become more fragmented as competitors like Google develop alternative solutions.\"</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>Alphabet Poised to Challenge NVIDIA with AI Chips and Gemini Model</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\">\nAlphabet Poised to Challenge NVIDIA with AI Chips and Gemini Model\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2025-11-25 21:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Signs indicate that Alphabet Inc., the search engine giant, is making progress in challenging NVIDIA Corp.'s dominance in AI accelerator products, potentially reshaping the rankings of the world's most valuable companies.</p>\n<p>With widespread acclaim for Alphabet's newly launched Gemini AI model and rising demand for its AI chips driving stock gains, investors are reassessing the tech industry landscape and potential shifts in market leadership. Since mid-October, Alphabet's stock has surged 35%, adding nearly $1 trillion to its market capitalization. As of Monday's close, the Google parent's market cap still trails NVIDIA's $4.4 trillion by approximately $590 billion, but this year's rally has significantly narrowed the gap.</p>\n<p>Reports suggest Meta Platforms Inc. is in talks to use Google's Tensor Processing Units (TPUs) in its data centers by 2027, with potential chip leasing from Google Cloud as early as next year. Alexandra Morris, Investment Director at Skagen AS, noted: \"While NVIDIA was expected to deliver staggering growth, market participants are now more alert to competitive dynamics. The narrative that 'NVIDIA is the sole provider of chips for data center expansion' no longer holds.\"</p>\n<p>A potential deal with Meta could establish TPUs as a viable alternative to NVIDIA's industry-standard chips, which are currently relied upon by tech giants like Meta and OpenAI, as well as startups, for AI model development and computing power. Alphabet's shares extended gains for a third consecutive session, rising 3.5% in pre-market trading Tuesday, while NVIDIA fell 3.5% and smaller rival Advanced Micro Devices Inc. declined 3%.</p>\n<p>NVIDIA's valuation has moderated, with forward P/E at 26x—below its 10-year average of 35x—while Alphabet's forward P/E has climbed to 27x, above its historical 20x average. A partnership with Meta, one of the biggest investors in data centers and AI development, would highlight long-term challenges to NVIDIA's dominance. However, TPUs' viability as a sustainable alternative hinges on demonstrating necessary efficiency and computing power.</p>\n<p>Florian Ielpo, Head of Macro at Lombard Odier Investment Managers, commented: \"Google's TPUs do present a potential alternative, but the AI industry remains in its early stages with a steep learning curve. NVIDIA still leads, but the landscape may become more fragmented as competitors like Google develop alternative solutions.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","BK4567":"ESG概念","2NVD.UK":"2X NVIDIA ETP","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0861579265.USD":"联博低波幅策略股票基金A","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","NVIW.SI":"NVDA 3xLongSG261006","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0444971666.USD":"天利全球科技基金","BK4543":"AI","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - 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Since mid-October, Alphabet's stock has surged 35%, adding nearly $1 trillion to its market capitalization. As of Monday's close, the Google parent's market cap still trails NVIDIA's $4.4 trillion by approximately $590 billion, but this year's rally has significantly narrowed the gap.\nReports suggest Meta Platforms Inc. is in talks to use Google's Tensor Processing Units (TPUs) in its data centers by 2027, with potential chip leasing from Google Cloud as early as next year. Alexandra Morris, Investment Director at Skagen AS, noted: \"While NVIDIA was expected to deliver staggering growth, market participants are now more alert to competitive dynamics. The narrative that 'NVIDIA is the sole provider of chips for data center expansion' no longer holds.\"\nA potential deal with Meta could establish TPUs as a viable alternative to NVIDIA's industry-standard chips, which are currently relied upon by tech giants like Meta and OpenAI, as well as startups, for AI model development and computing power. Alphabet's shares extended gains for a third consecutive session, rising 3.5% in pre-market trading Tuesday, while NVIDIA fell 3.5% and smaller rival Advanced Micro Devices Inc. declined 3%.\nNVIDIA's valuation has moderated, with forward P/E at 26x—below its 10-year average of 35x—while Alphabet's forward P/E has climbed to 27x, above its historical 20x average. A partnership with Meta, one of the biggest investors in data centers and AI development, would highlight long-term challenges to NVIDIA's dominance. However, TPUs' viability as a sustainable alternative hinges on demonstrating necessary efficiency and computing power.\nFlorian Ielpo, Head of Macro at Lombard Odier Investment Managers, commented: \"Google's TPUs do present a potential alternative, but the AI industry remains in its early stages with a steep learning curve. NVIDIA still leads, but the landscape may become more fragmented as competitors like Google develop alternative solutions.\"","news_type":1,"symbols_score_info":{"2NVD.UK":1,"NVDY":1,"NVDS.UK":1,"3NVD.UK":1,"NVD2.UK":1,"NVDD":1,"NVDA":1,"NVIW.SI":1,"NVD3.UK":1,"NVD":1,"NVDL":1,"NVDX":1,"NVDS":1,"NVDU":1,"SNVD.UK":1}},"isVote":1,"tweetType":1,"viewCount":1168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503964498383472,"gmtCreate":1764075419095,"gmtModify":1764075423278,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"title":"","htmlText":"If is an account allegation please send a letter to Michael burry for defamation. Please give him a taste of jealous investor which didn't ride on the early wave.","listText":"If is an account allegation please send a letter to Michael burry for defamation. Please give him a taste of jealous investor which didn't ride on the early wave.","text":"If is an account allegation please send a letter to Michael burry for defamation. Please give him a taste of jealous investor which didn't ride on the early wave.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503964498383472","repostId":"2586225694","repostType":2,"repost":{"id":"2586225694","kind":"highlight","pubTimestamp":1764068700,"share":"https://ttm.financial/m/news/2586225694?lang=en_US&edition=fundamental","pubTime":"2025-11-25 19:05","market":"fut","language":"en","title":"Nvidia Says ‘I’m Not Enron,’ Rejects Michael Burry’s Accounting Allegations","url":"https://stock-news.laohu8.com/highlight/detail?id=2586225694","media":"TIPRANKS","summary":"Chip giant Nvidia ($NVDA) has finally responded to Michael Burry’s repeated allegations of accounting malpractices among hyperscalers and what he c...","content":"<div>\n<p>Chip giant Nvidia ($NVDA) has finally responded to Michael Burry’s repeated allegations of accounting malpractices among hyperscalers and what he c...</p>\n\n<a href=\"https://www.tipranks.com/news/nvidia-says-im-not-enron-rejects-michael-burrys-accounting-allegations?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n","source":"tipranks_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>Nvidia Says ‘I’m Not Enron,’ Rejects Michael Burry’s Accounting Allegations</title>\n<style 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}\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 Says ‘I’m Not Enron,’ Rejects Michael Burry’s Accounting Allegations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-25 19:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/nvidia-says-im-not-enron-rejects-michael-burrys-accounting-allegations?utm_source=itigerup.com&utm_medium=referral><strong>TIPRANKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Chip giant Nvidia ($NVDA) has finally responded to Michael Burry’s repeated allegations of accounting malpractices among hyperscalers and what he c...</p>\n\n<a href=\"https://www.tipranks.com/news/nvidia-says-im-not-enron-rejects-michael-burrys-accounting-allegations?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","SNVD.UK":"LS -1X NVIDIA","NVDY":"NVDA期权收益策略ETF-YieldMax","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","IE00BQXX3D17.EUR":"GUINNESS GLOBAL 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ACC"},"source_url":"https://www.tipranks.com/news/nvidia-says-im-not-enron-rejects-michael-burrys-accounting-allegations?utm_source=itigerup.com&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586225694","content_text":"Chip giant Nvidia ($NVDA) has finally responded to Michael Burry’s repeated allegations of accounting malpractices among hyperscalers and what he c...","news_type":1,"symbols_score_info":{"NVDS":0.6,"NVD3.UK":0.6,"SNVD.UK":0.6,"NVD2.UK":0.6,"NVDS.UK":0.6,"NVD":0.6,"NVDA":1.5,"2NVD.UK":0.6,"NVIW.SI":0.6,"NVDD":0.6,"NVDU":0.6,"NVDY":0.6,"3NVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503888309064304,"gmtCreate":1764042919324,"gmtModify":1764046848796,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"title":"","htmlText":"Nvidia should send a lawyer letter to Micheal burry since this guy is a bullshit and jealous investor which didn't not get on the early train of Nvidia. And trying to use his past knowledge to replicate on the current development of Nvidia with past companies in the dot com.&nbsp;","listText":"Nvidia should send a lawyer letter to Micheal burry since this guy is a bullshit and jealous investor which didn't not get on the early train of Nvidia. And trying to use his past knowledge to replicate on the current development of Nvidia with past companies in the dot com.&nbsp;","text":"Nvidia should send a lawyer letter to Micheal burry since this guy is a bullshit and jealous investor which didn't not get on the early train of Nvidia. And trying to use his past knowledge to replicate on the current development of Nvidia with past companies in the dot com.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":28,"commentSize":1,"repostSize":4,"link":"https://ttm.financial/post/503888309064304","repostId":"2586049248","repostType":4,"repost":{"id":"2586049248","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":1764041092,"share":"https://ttm.financial/m/news/2586049248?lang=en_US&edition=fundamental","pubTime":"2025-11-25 11:24","market":"fut","language":"en","title":"Nvidia Says It's Not Enron in Private Memo Refuting Accounting Questions","url":"https://stock-news.laohu8.com/highlight/detail?id=2586049248","media":"Dow Jones","summary":"A series of prominent stock sales and allegations of accounting irregularities have put $Nvidia(NVDA)$ in the middle of a debate about the value of artificial intelligence and its related stocks.Now...","content":"<html><head></head><body><p>A series of prominent stock sales and allegations of accounting irregularities have put <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> in the middle of a debate about the value of artificial intelligence and its related stocks.</p><p>Now Nvidia is pushing back. In a private seven-page memo sent by Nvidia&#39;s investor relations team to Wall Street analysts over the weekend, the chip maker directly addressed a dozen claims made by skeptical investors.</p><p>Nvidia&#39;s memo, which includes fonts in the company&#39;s trademark green color, begins by addressing a social media post from Michael Burry last week, which criticized the company for stock-based compensation dilution and stock buybacks. Burry&#39;s prescient bet against subprime mortgages before the 2008-2009 financial crisis was depicted in the movie The Big Short.</p><p>&#34;NVIDIA repurchased $91B shares since 2018, not $112.5B; Mr. Burry appears to have incorrectly included RSU [restricted stock unit] taxes. Employee equity grants should not be conflated with the performance of the repurchase program,&#34; Nvidia said in the memo. &#34;Employees benefiting from a rising share price does not indicate the original equity grants were excessive at the time of issuance.&#34;</p><p>Barron&#39;s reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.</p><p>Burry told Barron&#39;s he disagrees with Nvidia&#39;s response and stands by his analysis. He said he would discuss the topic of the company&#39;s stock-based compensation in more detail in a future report.</p><p>Nvidia didn&#39;t immediately respond to a request for comment.</p><p>Nvidia also responds to claims that the &#34;current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)&#34;</p><p>&#34;NVIDIA does not resemble historical accounting frauds because NVIDIA&#39;s underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,&#34; the memo said. &#34;Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.&#34;</p><p>Nvidia also addressed allegations that its customers -- large technology companies -- aren&#39;t properly accounting for the economic value of Nvidia hardware.</p><p>Some of the companies use a six-year depreciation schedule for graphics processing units. Burry has said he believes the useful lives of the chips are shorter than six years, meaning Nvidia&#39;s customers are inflating profits by spreading out depreciation costs over a long period.</p><p>&#34;NVIDIA&#39;s customers depreciate GPUs over 4-6 years based on real-world longevity and utilization patterns,&#34; the company said in the memo. &#34;Older GPUs such as A100s (released in 2020) continue to run at high utilization and generate strong contribution margins, retaining meaningful economic value well beyond the 2-3 years claimed by some commentators.&#34;</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 Says It's Not Enron in Private Memo Refuting Accounting Questions</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 Says It's Not Enron in Private Memo Refuting Accounting Questions\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\">2025-11-25 11:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A series of prominent stock sales and allegations of accounting irregularities have put <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> in the middle of a debate about the value of artificial intelligence and its related stocks.</p><p>Now Nvidia is pushing back. In a private seven-page memo sent by Nvidia&#39;s investor relations team to Wall Street analysts over the weekend, the chip maker directly addressed a dozen claims made by skeptical investors.</p><p>Nvidia&#39;s memo, which includes fonts in the company&#39;s trademark green color, begins by addressing a social media post from Michael Burry last week, which criticized the company for stock-based compensation dilution and stock buybacks. Burry&#39;s prescient bet against subprime mortgages before the 2008-2009 financial crisis was depicted in the movie The Big Short.</p><p>&#34;NVIDIA repurchased $91B shares since 2018, not $112.5B; Mr. Burry appears to have incorrectly included RSU [restricted stock unit] taxes. Employee equity grants should not be conflated with the performance of the repurchase program,&#34; Nvidia said in the memo. &#34;Employees benefiting from a rising share price does not indicate the original equity grants were excessive at the time of issuance.&#34;</p><p>Barron&#39;s reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.</p><p>Burry told Barron&#39;s he disagrees with Nvidia&#39;s response and stands by his analysis. He said he would discuss the topic of the company&#39;s stock-based compensation in more detail in a future report.</p><p>Nvidia didn&#39;t immediately respond to a request for comment.</p><p>Nvidia also responds to claims that the &#34;current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)&#34;</p><p>&#34;NVIDIA does not resemble historical accounting frauds because NVIDIA&#39;s underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,&#34; the memo said. &#34;Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.&#34;</p><p>Nvidia also addressed allegations that its customers -- large technology companies -- aren&#39;t properly accounting for the economic value of Nvidia hardware.</p><p>Some of the companies use a six-year depreciation schedule for graphics processing units. Burry has said he believes the useful lives of the chips are shorter than six years, meaning Nvidia&#39;s customers are inflating profits by spreading out depreciation costs over a long period.</p><p>&#34;NVIDIA&#39;s customers depreciate GPUs over 4-6 years based on real-world longevity and utilization patterns,&#34; the company said in the memo. &#34;Older GPUs such as A100s (released in 2020) continue to run at high utilization and generate strong contribution margins, retaining meaningful economic value well beyond the 2-3 years claimed by some commentators.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4543":"AI","NVDL":"2倍做多NVDA ETF-GraniteShares","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","NVDQ":"2倍做空NVDA ETF-T-Rex","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4579":"人工智能","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","NVDA":"英伟达","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586049248","content_text":"A series of prominent stock sales and allegations of accounting irregularities have put Nvidia in the middle of a debate about the value of artificial intelligence and its related stocks.Now Nvidia is pushing back. In a private seven-page memo sent by Nvidia's investor relations team to Wall Street analysts over the weekend, the chip maker directly addressed a dozen claims made by skeptical investors.Nvidia's memo, which includes fonts in the company's trademark green color, begins by addressing a social media post from Michael Burry last week, which criticized the company for stock-based compensation dilution and stock buybacks. Burry's prescient bet against subprime mortgages before the 2008-2009 financial crisis was depicted in the movie The Big Short.\"NVIDIA repurchased $91B shares since 2018, not $112.5B; Mr. Burry appears to have incorrectly included RSU [restricted stock unit] taxes. Employee equity grants should not be conflated with the performance of the repurchase program,\" Nvidia said in the memo. \"Employees benefiting from a rising share price does not indicate the original equity grants were excessive at the time of issuance.\"Barron's reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.Burry told Barron's he disagrees with Nvidia's response and stands by his analysis. He said he would discuss the topic of the company's stock-based compensation in more detail in a future report.Nvidia didn't immediately respond to a request for comment.Nvidia also responds to claims that the \"current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)\"\"NVIDIA does not resemble historical accounting frauds because NVIDIA's underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,\" the memo said. \"Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.\"Nvidia also addressed allegations that its customers -- large technology companies -- aren't properly accounting for the economic value of Nvidia hardware.Some of the companies use a six-year depreciation schedule for graphics processing units. Burry has said he believes the useful lives of the chips are shorter than six years, meaning Nvidia's customers are inflating profits by spreading out depreciation costs over a long period.\"NVIDIA's customers depreciate GPUs over 4-6 years based on real-world longevity and utilization patterns,\" the company said in the memo. \"Older GPUs such as A100s (released in 2020) continue to run at high utilization and generate strong contribution margins, retaining meaningful economic value well beyond the 2-3 years claimed by some commentators.\"","news_type":1,"symbols_score_info":{"NVDA":2,"NVDQ":2,"NVDL":2}},"isVote":1,"tweetType":1,"viewCount":3038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":499024286965992,"gmtCreate":1762857184200,"gmtModify":1762866993196,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"title":"","htmlText":"SoftBank's leadership, primarily under CEO Masayoshi Son, has faced significant criticism for a high-risk, boom-bust investment approach, poor due diligence, and problematic corporate governance practices.&nbsp; Never ever follow SoftBank doing because they duno what they r doing","listText":"SoftBank's leadership, primarily under CEO Masayoshi Son, has faced significant criticism for a high-risk, boom-bust investment approach, poor due diligence, and problematic corporate governance practices.&nbsp; Never ever follow SoftBank doing because they duno what they r doing","text":"SoftBank's leadership, primarily under CEO Masayoshi Son, has faced significant criticism for a high-risk, boom-bust investment approach, poor due diligence, and problematic corporate governance practices. Never ever follow SoftBank doing because they duno what they r doing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/499024286965992","repostId":"1185476896","repostType":2,"repost":{"id":"1185476896","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":1762855707,"share":"https://ttm.financial/m/news/1185476896?lang=en_US&edition=fundamental","pubTime":"2025-11-11 18:08","market":"us","language":"en","title":"SoftBank Sells Its Entire Stake in Nvidia for $5.83 Billion","url":"https://stock-news.laohu8.com/highlight/detail?id=1185476896","media":"Tiger Newspress","summary":"SoftBank Group Corp. sold its entire stake in Nvidia Corp., pocketing $5.83 billion ahead of a rash of planned investments by founder Masayoshi Son to build his own sphere of influence supporting...","content":"<html><head></head><body><p>SoftBank Group Corp. sold its entire stake in Nvidia Corp., pocketing $5.83 billion ahead of a rash of planned investments by founder Masayoshi Son to build his own sphere of influence supporting artificial intelligence.</p><p>Nvidia shares fell 1% in premarket.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/511ff4bb5654b5d21861584c46343cbb\" tg-width=\"878\" tg-height=\"816\"/></p><p style=\"text-align: start;\">The Tokyo-based company had raised its stake in Nvidia to about $3 billion by the end of March. That stake and a windfall at the Vision Fund startup investment unit helped SoftBank report a surprise net income of ¥2.5 trillion ($16.2 billion) in its fiscal second quarter, far outrunning the average of analyst estimates of ¥418.2 billion.</p><p style=\"text-align: start;\">On Tuesday, SoftBank also announced a 4-for-1 stock split that will take place Jan. 1.</p><p style=\"text-align: start;\">Son’s company now boasts a portfolio that includes some of the world’s most sought-after names in AI: OpenAI and Oracle Corp. Those stakes boosted SoftBank’s paper gains and helped drive a 78% surge in its share price over the three months ending in September — its best such performance since the December quarter of 2005.</p><p>The number of bets from which SoftBank is successfully recouping its investment has increased, “so we raise our forecasts,” Citigroup analyst Keiichi Yoneshima wrote in a note ahead of the earnings release. The analyst set his target price for SoftBank’s stock at ¥27,100, linking his calculations with OpenAI’s valuation and assuming a future valuation range of $500 billion to $1 trillion for the ChatGPT operator.</p><p style=\"text-align: start;\">Son, 68, is aggressively seeking to capitalize on booming investment in AI and chips, even as he scales back other investments. The SoftBank founder’s ambition has fueled initiatives including the Stargate data center rollout and a planned $30 billion investment in OpenAI. Son is also courting Taiwan Semiconductor Manufacturing Co. and others about taking part in a $1 trillion AI manufacturing hub in Arizona. SoftBank even explored a takeover of US chipmaker Marvell Technology Inc. earlier this year.</p><p>The challenge will be to balance the financing behind the new investments, including roughly $20 billion for OpenAI and $6.5 billion for the planned acquisition of chip designer Ampere Computing LLC. Concerns also persist about the high valuations propping up AI companies and their capital spending, and who will ultimately benefit from the big data centers and other infrastructure under construction.</p><p style=\"text-align: start;\">“The simple trade was to buy SoftBank for cheap exposure to Arm shares and a broader AI and tech mix. That idea has more than delivered – the stock’s more than doubled, far outpacing the modest rise in NAV,” according to a Finimize Research note published on Smartkarma ahead of the earnings release, referring to SoftBank’s net asset value.</p><p style=\"text-align: start;\">“But now the discount’s mostly closed, so SoftBank isn’t a ‘cheap’ way in anymore. So on that basis, it’s likely a good time to sell and take your profits,” it 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>SoftBank Sells Its Entire Stake in Nvidia for $5.83 Billion</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\">\nSoftBank Sells Its Entire Stake in Nvidia for $5.83 Billion\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\">2025-11-11 18:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SoftBank Group Corp. sold its entire stake in Nvidia Corp., pocketing $5.83 billion ahead of a rash of planned investments by founder Masayoshi Son to build his own sphere of influence supporting artificial intelligence.</p><p>Nvidia shares fell 1% in premarket.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/511ff4bb5654b5d21861584c46343cbb\" tg-width=\"878\" tg-height=\"816\"/></p><p style=\"text-align: start;\">The Tokyo-based company had raised its stake in Nvidia to about $3 billion by the end of March. That stake and a windfall at the Vision Fund startup investment unit helped SoftBank report a surprise net income of ¥2.5 trillion ($16.2 billion) in its fiscal second quarter, far outrunning the average of analyst estimates of ¥418.2 billion.</p><p style=\"text-align: start;\">On Tuesday, SoftBank also announced a 4-for-1 stock split that will take place Jan. 1.</p><p style=\"text-align: start;\">Son’s company now boasts a portfolio that includes some of the world’s most sought-after names in AI: OpenAI and Oracle Corp. Those stakes boosted SoftBank’s paper gains and helped drive a 78% surge in its share price over the three months ending in September — its best such performance since the December quarter of 2005.</p><p>The number of bets from which SoftBank is successfully recouping its investment has increased, “so we raise our forecasts,” Citigroup analyst Keiichi Yoneshima wrote in a note ahead of the earnings release. The analyst set his target price for SoftBank’s stock at ¥27,100, linking his calculations with OpenAI’s valuation and assuming a future valuation range of $500 billion to $1 trillion for the ChatGPT operator.</p><p style=\"text-align: start;\">Son, 68, is aggressively seeking to capitalize on booming investment in AI and chips, even as he scales back other investments. The SoftBank founder’s ambition has fueled initiatives including the Stargate data center rollout and a planned $30 billion investment in OpenAI. Son is also courting Taiwan Semiconductor Manufacturing Co. and others about taking part in a $1 trillion AI manufacturing hub in Arizona. SoftBank even explored a takeover of US chipmaker Marvell Technology Inc. earlier this year.</p><p>The challenge will be to balance the financing behind the new investments, including roughly $20 billion for OpenAI and $6.5 billion for the planned acquisition of chip designer Ampere Computing LLC. Concerns also persist about the high valuations propping up AI companies and their capital spending, and who will ultimately benefit from the big data centers and other infrastructure under construction.</p><p style=\"text-align: start;\">“The simple trade was to buy SoftBank for cheap exposure to Arm shares and a broader AI and tech mix. That idea has more than delivered – the stock’s more than doubled, far outpacing the modest rise in NAV,” according to a Finimize Research note published on Smartkarma ahead of the earnings release, referring to SoftBank’s net asset value.</p><p style=\"text-align: start;\">“But now the discount’s mostly closed, so SoftBank isn’t a ‘cheap’ way in anymore. So on that basis, it’s likely a good time to sell and take your profits,” it said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185476896","content_text":"SoftBank Group Corp. sold its entire stake in Nvidia Corp., pocketing $5.83 billion ahead of a rash of planned investments by founder Masayoshi Son to build his own sphere of influence supporting artificial intelligence.Nvidia shares fell 1% in premarket.The Tokyo-based company had raised its stake in Nvidia to about $3 billion by the end of March. That stake and a windfall at the Vision Fund startup investment unit helped SoftBank report a surprise net income of ¥2.5 trillion ($16.2 billion) in its fiscal second quarter, far outrunning the average of analyst estimates of ¥418.2 billion.On Tuesday, SoftBank also announced a 4-for-1 stock split that will take place Jan. 1.Son’s company now boasts a portfolio that includes some of the world’s most sought-after names in AI: OpenAI and Oracle Corp. Those stakes boosted SoftBank’s paper gains and helped drive a 78% surge in its share price over the three months ending in September — its best such performance since the December quarter of 2005.The number of bets from which SoftBank is successfully recouping its investment has increased, “so we raise our forecasts,” Citigroup analyst Keiichi Yoneshima wrote in a note ahead of the earnings release. The analyst set his target price for SoftBank’s stock at ¥27,100, linking his calculations with OpenAI’s valuation and assuming a future valuation range of $500 billion to $1 trillion for the ChatGPT operator.Son, 68, is aggressively seeking to capitalize on booming investment in AI and chips, even as he scales back other investments. The SoftBank founder’s ambition has fueled initiatives including the Stargate data center rollout and a planned $30 billion investment in OpenAI. Son is also courting Taiwan Semiconductor Manufacturing Co. and others about taking part in a $1 trillion AI manufacturing hub in Arizona. SoftBank even explored a takeover of US chipmaker Marvell Technology Inc. earlier this year.The challenge will be to balance the financing behind the new investments, including roughly $20 billion for OpenAI and $6.5 billion for the planned acquisition of chip designer Ampere Computing LLC. Concerns also persist about the high valuations propping up AI companies and their capital spending, and who will ultimately benefit from the big data centers and other infrastructure under construction.“The simple trade was to buy SoftBank for cheap exposure to Arm shares and a broader AI and tech mix. That idea has more than delivered – the stock’s more than doubled, far outpacing the modest rise in NAV,” according to a Finimize Research note published on Smartkarma ahead of the earnings release, referring to SoftBank’s net asset value.“But now the discount’s mostly closed, so SoftBank isn’t a ‘cheap’ way in anymore. So on that basis, it’s likely a good time to sell and take your profits,” it said.","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":486278773338520,"gmtCreate":1759750720838,"gmtModify":1759750724819,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"htmlText":"Er isn't this same like 100 billion in and out another hand but this is worst then in and out give away company shares which might be worthless?&nbsp;","listText":"Er isn't this same like 100 billion in and out another hand but this is worst then in and out give away company shares which might be worthless?&nbsp;","text":"Er isn't this same like 100 billion in and out another hand but this is worst then in and out give away company shares which might be worthless?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/486278773338520","repostId":"2573679157","repostType":2,"repost":{"id":"2573679157","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1759748586,"share":"https://ttm.financial/m/news/2573679157?lang=en_US&edition=fundamental","pubTime":"2025-10-06 19:03","market":"fut","language":"en","title":"Advanced Micro Devices Gives OpenAI Option to Buy Up to 10% Stake, Reuters Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=2573679157","media":"MT Newswires Live","summary":"Advanced Micro Devices Gives OpenAI Option to Buy Up to 10% Stake, Reuters Reports","content":"<html><body><p>Advanced Micro Devices Gives OpenAI Option to Buy Up to 10% Stake, Reuters Reports</p></body></html>","source":"mtnewswires_news","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>Advanced Micro Devices Gives OpenAI Option to Buy Up to 10% Stake, Reuters Reports</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\">\nAdvanced Micro Devices Gives OpenAI Option to Buy Up to 10% Stake, Reuters Reports\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-10-06 19:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Advanced Micro Devices Gives OpenAI Option to Buy Up to 10% Stake, Reuters Reports</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","SG9999002232.USD":"Allianz Global High Payout USD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0171293334.USD":"贝莱德英国基金A2","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) 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ACC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0994945656.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC 2","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2573679157","content_text":"Advanced Micro Devices Gives OpenAI Option to Buy Up to 10% Stake, Reuters Reports","news_type":1,"symbols_score_info":{"AMD":1.5}},"isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":483929832607864,"gmtCreate":1759139474854,"gmtModify":1759141413198,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"htmlText":"Morgan Stanley know nothing about drugs. Guessing ppl failure","listText":"Morgan Stanley know nothing about drugs. Guessing ppl failure","text":"Morgan Stanley know nothing about drugs. Guessing ppl failure","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/483929832607864","repostId":"2571194386","repostType":2,"repost":{"id":"2571194386","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":1759140900,"share":"https://ttm.financial/m/news/2571194386?lang=en_US&edition=fundamental","pubTime":"2025-09-29 18:15","market":"us","language":"en","title":"Morgan Stanley Expects Novo Nordisk Alzheimer Trial to Fail as It Slashes Rating","url":"https://stock-news.laohu8.com/highlight/detail?id=2571194386","media":"Dow Jones","summary":"Novo Nordisk was downgraded to underweight by Morgan Stanley.Morgan Stanley analysts say a trial to test whether Novo Nordisk's blockbuster weight-loss drug also will work against Alzheimer's is likely to fail, as it set the most pessimistic target price forecast of any Wall Street bank on the Danish drugmaker.Morgan Stanley cut Novo Nordisk's   rating to underweight from equal weight and cut the price target on its U.S.-listed stock to $47 from $59.According to FactSet, only Intron Health has a lower price target, of $46.72.In premarket trade, Novo shares slipped 3% to $53.80.Analysts led by Thibault Boutherin say a trial of semaglutide, the key ingredient in Ozempic and Wegovy, has a 75% chance of not reaching statistical significance in reducing dementia, when results are announced in the coming weeks.They see other problems, too. Weekly prescription data for Ozempic have been declining over the last few month, while weekly prescriptions for Eli Lilly's  Mounjaro are growing at a li","content":"<html><head></head><body><p style=\"text-align: start;\">Morgan Stanley analysts say a trial to test whether Novo Nordisk’s blockbuster weight-loss drug also will work against Alzheimer’s is likely to fail, as it set the most pessimistic target price forecast of any Wall Street bank on the Danish drugmaker.</p><p style=\"text-align: start;\">Morgan Stanley cut Novo Nordisk’s rating to underweight from equal weight and cut the price target on its U.S.-listed stock to $47 from $59.</p><p>According to FactSet, only Intron Health has a lower price target, of $46.72.</p><p>In premarket trade, Novo shares slipped 3.1% to $53.91.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c736fdd0c02f513a1d2e710eea0974db\" tg-width=\"536\" tg-height=\"157\"/></p><p style=\"text-align: start;\">Analysts led by Thibault Boutherin say a trial of semaglutide, the key ingredient in Ozempic and Wegovy, has a 75% chance of not reaching statistical significance in reducing dementia, when results are announced in the coming weeks.</p><p style=\"text-align: start;\">That failure should trigger a high single-digit percentage share price decline, they say.</p><p style=\"text-align: start;\">They see other problems, too. Weekly prescription data for Ozempic have been declining over the last few month, while weekly prescriptions for Eli Lilly’s Mounjaro are growing at a linear trajectory.</p><p style=\"text-align: start;\">They’re expecting a 50% cut in price from Medicare Part D for semaglutide and that a head-to-head trial of CagriSema, its next-generation weight-loss drug, versus Lilly’s Zepbound won’t show differentiation.</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>Morgan Stanley Expects Novo Nordisk Alzheimer Trial to Fail as It Slashes Rating</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\">\nMorgan Stanley Expects Novo Nordisk Alzheimer Trial to Fail as It Slashes Rating\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\">2025-09-29 18:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Morgan Stanley analysts say a trial to test whether Novo Nordisk’s blockbuster weight-loss drug also will work against Alzheimer’s is likely to fail, as it set the most pessimistic target price forecast of any Wall Street bank on the Danish drugmaker.</p><p style=\"text-align: start;\">Morgan Stanley cut Novo Nordisk’s rating to underweight from equal weight and cut the price target on its U.S.-listed stock to $47 from $59.</p><p>According to FactSet, only Intron Health has a lower price target, of $46.72.</p><p>In premarket trade, Novo shares slipped 3.1% to $53.91.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c736fdd0c02f513a1d2e710eea0974db\" tg-width=\"536\" tg-height=\"157\"/></p><p style=\"text-align: start;\">Analysts led by Thibault Boutherin say a trial of semaglutide, the key ingredient in Ozempic and Wegovy, has a 75% chance of not reaching statistical significance in reducing dementia, when results are announced in the coming weeks.</p><p style=\"text-align: start;\">That failure should trigger a high single-digit percentage share price decline, they say.</p><p style=\"text-align: start;\">They see other problems, too. Weekly prescription data for Ozempic have been declining over the last few month, while weekly prescriptions for Eli Lilly’s Mounjaro are growing at a linear trajectory.</p><p style=\"text-align: start;\">They’re expecting a 50% cut in price from Medicare Part D for semaglutide and that a head-to-head trial of CagriSema, its next-generation weight-loss drug, versus Lilly’s Zepbound won’t show differentiation.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVO":"诺和诺德"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2571194386","content_text":"Morgan Stanley analysts say a trial to test whether Novo Nordisk’s blockbuster weight-loss drug also will work against Alzheimer’s is likely to fail, as it set the most pessimistic target price forecast of any Wall Street bank on the Danish drugmaker.Morgan Stanley cut Novo Nordisk’s rating to underweight from equal weight and cut the price target on its U.S.-listed stock to $47 from $59.According to FactSet, only Intron Health has a lower price target, of $46.72.In premarket trade, Novo shares slipped 3.1% to $53.91.Analysts led by Thibault Boutherin say a trial of semaglutide, the key ingredient in Ozempic and Wegovy, has a 75% chance of not reaching statistical significance in reducing dementia, when results are announced in the coming weeks.That failure should trigger a high single-digit percentage share price decline, they say.They see other problems, too. Weekly prescription data for Ozempic have been declining over the last few month, while weekly prescriptions for Eli Lilly’s Mounjaro are growing at a linear trajectory.They’re expecting a 50% cut in price from Medicare Part D for semaglutide and that a head-to-head trial of CagriSema, its next-generation weight-loss drug, versus Lilly’s Zepbound won’t show differentiation.","news_type":1,"symbols_score_info":{"NVO":1.5}},"isVote":1,"tweetType":1,"viewCount":1146,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"content":"Woah Morgan Stanley u give downgrade but you buying more stock?","text":"Woah Morgan Stanley u give downgrade but you buying more stock?","html":"Woah Morgan Stanley u give downgrade but you buying more stock?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":483743795286392,"gmtCreate":1759132094330,"gmtModify":1759132098359,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"htmlText":"Morgan Stanley is always wrong for stock predictions look at all the past history usually they lower for themselves to purchase it for cheaper price","listText":"Morgan Stanley is always wrong for stock predictions look at all the past history usually they lower for themselves to purchase it for cheaper price","text":"Morgan Stanley is always wrong for stock predictions look at all the past history usually they lower for themselves to purchase it for cheaper price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/483743795286392","repostId":"2571804471","repostType":2,"repost":{"id":"2571804471","kind":"live","pubTimestamp":1759130333,"share":"https://ttm.financial/m/news/2571804471?lang=en_US&edition=fundamental","pubTime":"2025-09-29 15:18","market":"nz","language":"en","title":"Novo Nordisk : Morgan Stanley Cuts Target Price to $47 From $59","url":"https://stock-news.laohu8.com/highlight/detail?id=2571804471","media":"THOMSON REUTERS","summary":"Novo Nordisk : Morgan Stanley Cuts Target Price to $47 From $59","content":"<html><body><p>Novo Nordisk : Morgan Stanley Cuts Target Price to $47 From $59</p></body></html>","source":"reuters_en_live","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>Novo Nordisk : Morgan Stanley Cuts Target Price to $47 From $59</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\">\nNovo Nordisk : Morgan Stanley Cuts Target Price to $47 From $59\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-29 15:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250929:nFWN3VF02G:1><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Novo Nordisk : Morgan Stanley Cuts Target Price to $47 From $59</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250929:nFWN3VF02G:1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4588":"碎股","BK4585":"ETF&股票定投概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","NVO":"诺和诺德","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","BK4599":"减肥药","BK4532":"文艺复兴科技持仓","BK4007":"制药"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250929:nFWN3VF02G:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2571804471","content_text":"Novo Nordisk : Morgan Stanley Cuts Target Price to $47 From $59","news_type":1,"symbols_score_info":{"NVO":0.9}},"isVote":1,"tweetType":1,"viewCount":1707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":482425541968032,"gmtCreate":1758810193540,"gmtModify":1758810788139,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"htmlText":"How wallstreet think is not important. Even through this investment is one hand in one hand out. This ensure that only Nvidia chips r in the DC not some other chips ppl are thinking will be inside the DC","listText":"How wallstreet think is not important. Even through this investment is one hand in one hand out. This ensure that only Nvidia chips r in the DC not some other chips ppl are thinking will be inside the DC","text":"How wallstreet think is not important. Even through this investment is one hand in one hand out. This ensure that only Nvidia chips r in the DC not some other chips ppl are thinking will be inside the DC","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/482425541968032","isVote":1,"tweetType":1,"viewCount":1346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":482419012923912,"gmtCreate":1758808620328,"gmtModify":1758809165023,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp; so baba is buying nvda chips even through the Gov saying No???? Haha the china gov flipping everywhere in the end baba not using their own chip already that was like flipping Prata faster than anyone&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a>&nbsp; so baba is buying nvda chips even through the Gov saying No???? Haha the china gov flipping everywhere in the end baba not using their own chip already that was like flipping Prata faster than anyone&nbsp;","text":"$NVIDIA(NVDA)$ so baba is buying nvda chips even through the Gov saying No???? Haha the china gov flipping everywhere in the end baba not using their own chip already that was like flipping Prata faster than anyone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/482419012923912","isVote":1,"tweetType":1,"viewCount":1215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":472779899769648,"gmtCreate":1756460475452,"gmtModify":1756460479759,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"htmlText":"LOL nth better to do. Cannot win in e-commerce losing everywhere online and local shop r losing. Trying to get a pieces of the cake for chip making. Good luck you need a lot of them.","listText":"LOL nth better to do. Cannot win in e-commerce losing everywhere online and local shop r losing. Trying to get a pieces of the cake for chip making. Good luck you need a lot of them.","text":"LOL nth better to do. Cannot win in e-commerce losing everywhere online and local shop r losing. Trying to get a pieces of the cake for chip making. Good luck you need a lot of them.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/472779899769648","repostId":"1119060339","repostType":2,"repost":{"id":"1119060339","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1756458093,"share":"https://ttm.financial/m/news/1119060339?lang=en_US&edition=fundamental","pubTime":"2025-08-29 17:01","market":"us","language":"en","title":"Alibaba Creates AI Chip to Help China Fill Nvidia Void","url":"https://stock-news.laohu8.com/highlight/detail?id=1119060339","media":"Dow Jones","summary":"Chinese chip companies and artificial-intelligence developers are building up their arsenal of homegrown technology, backed by a government determined to win the AI race with the U.S. The latest...","content":"<html><head></head><body><p>Chinese chip companies and artificial-intelligence developers are building up their arsenal of homegrown technology, backed by a government determined to win the AI race with the U.S. </p><p>The latest example: China’s biggest cloud-computing company, Alibaba, has developed a new chip that is more versatile than its older chips.</p><p>Nvidia shares dipped 1% while Alibaba shares gained 1% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cd343d627e0c2da81c31562dae9c54e0\" title=\"\" tg-width=\"851\" tg-height=\"850\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ef2a7e0e474d1a054da52b94ec7d195b\" title=\"\" tg-width=\"835\" tg-height=\"858\"/></p><p>Alibaba was long one of the biggest customers of American AI-chip leader Nvidia. Now it and other chip designers are filling the void left after Nvidia ran into regulatory barriers to selling its products in China.</p><p>Industry insiders say China remains far from being able to make chips that can rival the most advanced American products, which Washington bars China from importing. Chinese factories are hobbled by U.S. restrictions on access to cutting-edge chip-making technology.</p><p>Still, companies are coming up with substitutes for Nvidia’s H20 chip, the most powerful AI processor it is allowed to sell in China. President Trump in July allowed Nvidia to resume H20 exports to China, but soon after, Beijing told companies not to buy the chips for now, citing potential security risks that Nvidia says don’t exist.</p><p>In July, Shanghai-based MetaX rolled out a new chip that it said could serve as a replacement for the H20. The chip has bigger memory than the H20, boosting its power for some AI tasks, although it consumes more electricity. MetaX said Wednesday it was preparing for mass production of the chip.</p><p>Another would-be Nvidia rival, Beijing-based AI-chip designer Cambricon Technologies, had a breakout April-June quarter, posting revenue of $247 million on robust orders of its AI-chip Siyuan 590. The company’s stock price has risen so fast that the company warned investors Thursday not to get so exuberant. Shares fell 6% Friday but Cambricon’s market capitalization still exceeds $87 billion.</p><p>Alibaba, founded by internet pioneer Jack Ma, is sometimes compared with Amazon.com because its biggest business is e-commerce, but it makes much of its money from the lower-profile business of cloud-computing services—running applications and storing data for customers on remote computers. Alibaba competes with Amazon Web Services, Microsoft and Google for cloud business, particularly in Asia.</p><p>Corporate customers are increasingly demanding AI services, and Alibaba Chief Executive Eddie Wu has said “AI plus cloud” is one of Alibaba’s two engines of growth alongside e-commerce. In February, Alibaba said it would invest at least $53 billion over the next three years in the area. It also has one of the world’s highest-rated AI models, called Qwen.</p><p>The rapid adoption of AI across China’s economy is creating a big demand for inference—when AI programs tap their training to deliver output such as a smartphone voice assistant’s answers. Inference typically doesn’t require the most advanced chips.</p><p>Previous cloud-computing chips developed by Alibaba have mostly been designed for specific applications. The new chip, now in testing, is meant to serve a broader range of AI inference tasks, said people familiar with it.</p><p>The chip is manufactured by a Chinese company, they said, in contrast to an earlier Alibaba AI processor that was fabricated by Taiwan Semiconductor Manufacturing. Washington has blocked TSMC from manufacturing AI chips for China that use leading-edge technology.</p><p>One challenge for Alibaba and other local players relying on Chinese chip factories is getting enough supply. These factories, which use older foreign machines and less powerful homegrown equipment, have struggled to increase capacity.</p><p>MetaX, the Shanghai startup, is getting around the bottlenecks by using an earlier-generation technology to make its new chip, people familiar with the product said. MetaX combines two smaller chips to make up for the loss of performance. </p><p>Beijing has spent more aggressively to build a self-sufficient AI supply chain, including an $8.4 billion AI-investment fund announced in January.</p><p>The flag-bearer for Beijing’s push is Huawei Technologies and its Ascend AI chips. Earlier this year, Huawei showed off a computing system that integrates 384 Ascend chips. Some analysts said the machine, although a power hog, was more powerful on some metrics than Nvidia’s top-of-the-line system containing 72 Blackwell chips.</p><p>By combining chips, “we can achieve comparable computing results to the most advanced standards,” and “there’s no need to worry about the chip problem,” Huawei founder Ren Zhengfei told the Communist Party’s main newspaper in June.</p><p>Even within China, Huawei’s privileged status is raising some hackles. Many engineers are accustomed to the software and tools that accompany Nvidia’s chips. Huawei, subject to U.S. sanctions, didn’t design its chips to work with the Nvidia platform, whereas Alibaba’s new chip will be compatible with it, meaning engineers can repurpose programs they wrote for Nvidia chips.</p><p>Private-sector cloud companies including Alibaba have refrained from bulk orders of Huawei’s chips, resisting official suggestions that they should help the national champion, because they consider Huawei a direct rival in cloud services, people close to the firms said.</p><p>China’s biggest weakness is training AI models, for which U.S. companies rely on the most powerful Nvidia products. Alibaba’s new chip is designed for inference, not training, people familiar with it said.</p><p>Chinese engineers have complained that homegrown chips including Huawei’s run into problems when training AI, such as overheating and breaking down in the middle of training runs. Huawei declined to comment.</p><p>DeepSeek, a Chinese startup with models challenging OpenAI’s, recently prompted a stock rally in China by suggesting in a cryptic comment on social media that its software innovations could combine with improved Chinese-made chips to train some AI models.</p><p>Kevin Xu, founder of AI-focused fund manager Interconnected Capital, wrote on a blog that such adaptations may allow Chinese AI developers to narrow the gap with the U.S. “sooner than most people think, credibly challenging Nvidia and the American AI stack both at home and abroad.”</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>Alibaba Creates AI Chip to Help China Fill Nvidia Void</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\">\nAlibaba Creates AI Chip to Help China Fill Nvidia Void\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\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\">2025-08-29 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese chip companies and artificial-intelligence developers are building up their arsenal of homegrown technology, backed by a government determined to win the AI race with the U.S. </p><p>The latest example: China’s biggest cloud-computing company, Alibaba, has developed a new chip that is more versatile than its older chips.</p><p>Nvidia shares dipped 1% while Alibaba shares gained 1% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cd343d627e0c2da81c31562dae9c54e0\" title=\"\" tg-width=\"851\" tg-height=\"850\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ef2a7e0e474d1a054da52b94ec7d195b\" title=\"\" tg-width=\"835\" tg-height=\"858\"/></p><p>Alibaba was long one of the biggest customers of American AI-chip leader Nvidia. Now it and other chip designers are filling the void left after Nvidia ran into regulatory barriers to selling its products in China.</p><p>Industry insiders say China remains far from being able to make chips that can rival the most advanced American products, which Washington bars China from importing. Chinese factories are hobbled by U.S. restrictions on access to cutting-edge chip-making technology.</p><p>Still, companies are coming up with substitutes for Nvidia’s H20 chip, the most powerful AI processor it is allowed to sell in China. President Trump in July allowed Nvidia to resume H20 exports to China, but soon after, Beijing told companies not to buy the chips for now, citing potential security risks that Nvidia says don’t exist.</p><p>In July, Shanghai-based MetaX rolled out a new chip that it said could serve as a replacement for the H20. The chip has bigger memory than the H20, boosting its power for some AI tasks, although it consumes more electricity. MetaX said Wednesday it was preparing for mass production of the chip.</p><p>Another would-be Nvidia rival, Beijing-based AI-chip designer Cambricon Technologies, had a breakout April-June quarter, posting revenue of $247 million on robust orders of its AI-chip Siyuan 590. The company’s stock price has risen so fast that the company warned investors Thursday not to get so exuberant. Shares fell 6% Friday but Cambricon’s market capitalization still exceeds $87 billion.</p><p>Alibaba, founded by internet pioneer Jack Ma, is sometimes compared with Amazon.com because its biggest business is e-commerce, but it makes much of its money from the lower-profile business of cloud-computing services—running applications and storing data for customers on remote computers. Alibaba competes with Amazon Web Services, Microsoft and Google for cloud business, particularly in Asia.</p><p>Corporate customers are increasingly demanding AI services, and Alibaba Chief Executive Eddie Wu has said “AI plus cloud” is one of Alibaba’s two engines of growth alongside e-commerce. In February, Alibaba said it would invest at least $53 billion over the next three years in the area. It also has one of the world’s highest-rated AI models, called Qwen.</p><p>The rapid adoption of AI across China’s economy is creating a big demand for inference—when AI programs tap their training to deliver output such as a smartphone voice assistant’s answers. Inference typically doesn’t require the most advanced chips.</p><p>Previous cloud-computing chips developed by Alibaba have mostly been designed for specific applications. The new chip, now in testing, is meant to serve a broader range of AI inference tasks, said people familiar with it.</p><p>The chip is manufactured by a Chinese company, they said, in contrast to an earlier Alibaba AI processor that was fabricated by Taiwan Semiconductor Manufacturing. Washington has blocked TSMC from manufacturing AI chips for China that use leading-edge technology.</p><p>One challenge for Alibaba and other local players relying on Chinese chip factories is getting enough supply. These factories, which use older foreign machines and less powerful homegrown equipment, have struggled to increase capacity.</p><p>MetaX, the Shanghai startup, is getting around the bottlenecks by using an earlier-generation technology to make its new chip, people familiar with the product said. MetaX combines two smaller chips to make up for the loss of performance. </p><p>Beijing has spent more aggressively to build a self-sufficient AI supply chain, including an $8.4 billion AI-investment fund announced in January.</p><p>The flag-bearer for Beijing’s push is Huawei Technologies and its Ascend AI chips. Earlier this year, Huawei showed off a computing system that integrates 384 Ascend chips. Some analysts said the machine, although a power hog, was more powerful on some metrics than Nvidia’s top-of-the-line system containing 72 Blackwell chips.</p><p>By combining chips, “we can achieve comparable computing results to the most advanced standards,” and “there’s no need to worry about the chip problem,” Huawei founder Ren Zhengfei told the Communist Party’s main newspaper in June.</p><p>Even within China, Huawei’s privileged status is raising some hackles. Many engineers are accustomed to the software and tools that accompany Nvidia’s chips. Huawei, subject to U.S. sanctions, didn’t design its chips to work with the Nvidia platform, whereas Alibaba’s new chip will be compatible with it, meaning engineers can repurpose programs they wrote for Nvidia chips.</p><p>Private-sector cloud companies including Alibaba have refrained from bulk orders of Huawei’s chips, resisting official suggestions that they should help the national champion, because they consider Huawei a direct rival in cloud services, people close to the firms said.</p><p>China’s biggest weakness is training AI models, for which U.S. companies rely on the most powerful Nvidia products. Alibaba’s new chip is designed for inference, not training, people familiar with it said.</p><p>Chinese engineers have complained that homegrown chips including Huawei’s run into problems when training AI, such as overheating and breaking down in the middle of training runs. Huawei declined to comment.</p><p>DeepSeek, a Chinese startup with models challenging OpenAI’s, recently prompted a stock rally in China by suggesting in a cryptic comment on social media that its software innovations could combine with improved Chinese-made chips to train some AI models.</p><p>Kevin Xu, founder of AI-focused fund manager Interconnected Capital, wrote on a blog that such adaptations may allow Chinese AI developers to narrow the gap with the U.S. “sooner than most people think, credibly challenging Nvidia and the American AI stack both at home and abroad.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119060339","content_text":"Chinese chip companies and artificial-intelligence developers are building up their arsenal of homegrown technology, backed by a government determined to win the AI race with the U.S. The latest example: China’s biggest cloud-computing company, Alibaba, has developed a new chip that is more versatile than its older chips.Nvidia shares dipped 1% while Alibaba shares gained 1% on the news.Alibaba was long one of the biggest customers of American AI-chip leader Nvidia. Now it and other chip designers are filling the void left after Nvidia ran into regulatory barriers to selling its products in China.Industry insiders say China remains far from being able to make chips that can rival the most advanced American products, which Washington bars China from importing. Chinese factories are hobbled by U.S. restrictions on access to cutting-edge chip-making technology.Still, companies are coming up with substitutes for Nvidia’s H20 chip, the most powerful AI processor it is allowed to sell in China. President Trump in July allowed Nvidia to resume H20 exports to China, but soon after, Beijing told companies not to buy the chips for now, citing potential security risks that Nvidia says don’t exist.In July, Shanghai-based MetaX rolled out a new chip that it said could serve as a replacement for the H20. The chip has bigger memory than the H20, boosting its power for some AI tasks, although it consumes more electricity. MetaX said Wednesday it was preparing for mass production of the chip.Another would-be Nvidia rival, Beijing-based AI-chip designer Cambricon Technologies, had a breakout April-June quarter, posting revenue of $247 million on robust orders of its AI-chip Siyuan 590. The company’s stock price has risen so fast that the company warned investors Thursday not to get so exuberant. Shares fell 6% Friday but Cambricon’s market capitalization still exceeds $87 billion.Alibaba, founded by internet pioneer Jack Ma, is sometimes compared with Amazon.com because its biggest business is e-commerce, but it makes much of its money from the lower-profile business of cloud-computing services—running applications and storing data for customers on remote computers. Alibaba competes with Amazon Web Services, Microsoft and Google for cloud business, particularly in Asia.Corporate customers are increasingly demanding AI services, and Alibaba Chief Executive Eddie Wu has said “AI plus cloud” is one of Alibaba’s two engines of growth alongside e-commerce. In February, Alibaba said it would invest at least $53 billion over the next three years in the area. It also has one of the world’s highest-rated AI models, called Qwen.The rapid adoption of AI across China’s economy is creating a big demand for inference—when AI programs tap their training to deliver output such as a smartphone voice assistant’s answers. Inference typically doesn’t require the most advanced chips.Previous cloud-computing chips developed by Alibaba have mostly been designed for specific applications. The new chip, now in testing, is meant to serve a broader range of AI inference tasks, said people familiar with it.The chip is manufactured by a Chinese company, they said, in contrast to an earlier Alibaba AI processor that was fabricated by Taiwan Semiconductor Manufacturing. Washington has blocked TSMC from manufacturing AI chips for China that use leading-edge technology.One challenge for Alibaba and other local players relying on Chinese chip factories is getting enough supply. These factories, which use older foreign machines and less powerful homegrown equipment, have struggled to increase capacity.MetaX, the Shanghai startup, is getting around the bottlenecks by using an earlier-generation technology to make its new chip, people familiar with the product said. MetaX combines two smaller chips to make up for the loss of performance. Beijing has spent more aggressively to build a self-sufficient AI supply chain, including an $8.4 billion AI-investment fund announced in January.The flag-bearer for Beijing’s push is Huawei Technologies and its Ascend AI chips. Earlier this year, Huawei showed off a computing system that integrates 384 Ascend chips. Some analysts said the machine, although a power hog, was more powerful on some metrics than Nvidia’s top-of-the-line system containing 72 Blackwell chips.By combining chips, “we can achieve comparable computing results to the most advanced standards,” and “there’s no need to worry about the chip problem,” Huawei founder Ren Zhengfei told the Communist Party’s main newspaper in June.Even within China, Huawei’s privileged status is raising some hackles. Many engineers are accustomed to the software and tools that accompany Nvidia’s chips. Huawei, subject to U.S. sanctions, didn’t design its chips to work with the Nvidia platform, whereas Alibaba’s new chip will be compatible with it, meaning engineers can repurpose programs they wrote for Nvidia chips.Private-sector cloud companies including Alibaba have refrained from bulk orders of Huawei’s chips, resisting official suggestions that they should help the national champion, because they consider Huawei a direct rival in cloud services, people close to the firms said.China’s biggest weakness is training AI models, for which U.S. companies rely on the most powerful Nvidia products. Alibaba’s new chip is designed for inference, not training, people familiar with it said.Chinese engineers have complained that homegrown chips including Huawei’s run into problems when training AI, such as overheating and breaking down in the middle of training runs. Huawei declined to comment.DeepSeek, a Chinese startup with models challenging OpenAI’s, recently prompted a stock rally in China by suggesting in a cryptic comment on social media that its software innovations could combine with improved Chinese-made chips to train some AI models.Kevin Xu, founder of AI-focused fund manager Interconnected Capital, wrote on a blog that such adaptations may allow Chinese AI developers to narrow the gap with the U.S. “sooner than most people think, credibly challenging Nvidia and the American AI stack both at home and abroad.”","news_type":1,"symbols_score_info":{"NVDA":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":1239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":472423325627184,"gmtCreate":1756373421218,"gmtModify":1756373425737,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"htmlText":"Nvidia is bullish not counting their earning for china chips as is near zero whereas AMD reported with earning with china sales which is bearish","listText":"Nvidia is bullish not counting their earning for china chips as is near zero whereas AMD reported with earning with china sales which is bearish","text":"Nvidia is bullish not counting their earning for china chips as is near zero whereas AMD reported with earning with china sales which is bearish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/472423325627184","isVote":1,"tweetType":1,"viewCount":1757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":472249496674336,"gmtCreate":1756331088694,"gmtModify":1756331092502,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"htmlText":"What is your definition of lukewarm? Analysis put the estimate so high and it want co to hit it ? Why don't u put it to AMD ?","listText":"What is your definition of lukewarm? Analysis put the estimate so high and it want co to hit it ? Why don't u put it to AMD ?","text":"What is your definition of lukewarm? Analysis put the estimate so high and it want co to hit it ? Why don't u put it to AMD ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/472249496674336","repostId":"1123684783","repostType":2,"repost":{"id":"1123684783","kind":"news","pubTimestamp":1756368054,"share":"https://ttm.financial/m/news/1123684783?lang=en_US&edition=fundamental","pubTime":"2025-08-28 16:00","market":"us","language":"en","title":"Nvidia Gives Lukewarm Forecast, Stoking Fears of AI Slowdown","url":"https://stock-news.laohu8.com/highlight/detail?id=1123684783","media":"Bloomberg","summary":"The world’s most valuable publicly traded company gave a tepid revenue forecast for the current period, fueling concerns that a massive run-up in artificial intelligence spending is slowing.","content":"<div>\n<p>Quarterly data-center sales miss estimatesSees third-quarter revenue of $54 billion plus or minus 2%Company adds $60 billion to share buyback planNo H20 sales to China customers in second ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-08-27/nvidia-gives-lackluster-forecast-stoking-fears-of-ai-slowdown?srnd=homepage-americas\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Gives Lukewarm Forecast, Stoking Fears of AI Slowdown</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Gives Lukewarm Forecast, Stoking Fears of AI Slowdown\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-28 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-08-27/nvidia-gives-lackluster-forecast-stoking-fears-of-ai-slowdown?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Quarterly data-center sales miss estimatesSees third-quarter revenue of $54 billion plus or minus 2%Company adds $60 billion to share buyback planNo H20 sales to China customers in second ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-08-27/nvidia-gives-lackluster-forecast-stoking-fears-of-ai-slowdown?srnd=homepage-americas\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.bloomberg.com/news/articles/2025-08-27/nvidia-gives-lackluster-forecast-stoking-fears-of-ai-slowdown?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123684783","content_text":"Quarterly data-center sales miss estimatesSees third-quarter revenue of $54 billion plus or minus 2%Company adds $60 billion to share buyback planNo H20 sales to China customers in second quarterNvidia Corp., the world’s most valuable company, gave a tepid revenue forecast for the current period, signaling that growth is decelerating after a staggering two-year boom in artificial intelligence spending.Nvidia shares fell about 2% in premarket trading following the announcement. Sales will be roughly $54 billion in the fiscal third quarter, which runs through October, the company said in a statement Wednesday. Though that was in line with the average Wall Street estimate, some analysts had projected more than $60 billion.The outlook adds to concern that the pace of investment in AI systems is unsustainable. Difficulties in China also have clouded Nvidia’s business. Though the Trump administration recently eased curbs on exports of some AI chips to that country, the reprieve hasn’t yet translated into a rebound in revenue.During a conference call with analysts Wednesday, the company’s leadership rejected the notion that interest in deploying AI infrastructure was flagging.“The opportunity ahead is immense,” Chief Executive Officer Jensen Huang said. “We see $3 trillion to $4 trillion in AI infrastructure spend by the end of the decade.”The company also approved an additional $60 billion in stock buybacks. Nvidia had $14.7 billion remaining under its previous repurchase plan at the end of the second quarter.Sales in that period, which ended July 27, rose 56% to $46.7 billion. That compared with an average estimate of $46.2 billion. Though the gain added more than $16 billion in quarterly revenue from a year earlier, it was the smallest percentage increase in more than two years.Second-quarter profit was $1.05 a share, minus certain items. Wall Street was looking for $1.01.The data center unit, a division that’s now larger by itself than any other chipmaker, had sales of $41.1 billion. That compares with an average estimate of $41.3 billion. Gaming-related revenue — once Nvidia’s main source of income — was $4.29 billion. Analysts projected $3.8 billion on average. The automotive segment generated $586 million in sales, a bit shy of estimates.The results showed hints that spending by giant data center operators “could tighten at the margins if near-term returns from AI applications remain difficult to quantify,” Emarketer analyst Jacob Bourne said in a note.Nvidia is still dealing with the fallout from a growing US-China rivalry, where semiconductor technology has become a major flashpoint. In April, the Trump administration tightened restrictions on exports of data center processors to Chinese customers, effectively shutting Nvidia out of the market. Washington has subsequently rolled that back, saying that the US will allow some shipments in return for a 15% slice of the revenue.At the same time, Beijing has encouraged a move away from using US technology in AI systems accessed by the Chinese government. The shifting policies have made it difficult for Wall Street to predict how much revenue Nvidia might be able to recover in the market. Some analysts have made projections in the billions of dollars, while others have refused to predict any China sales until the company makes the situation clearer.Heading into the earnings report, Nvidia analysts had a roughly $15 billion gap between their highest and lowest estimates for third-quarter revenue — one of the largest such ranges in the history of the company.Nvidia said it didn’t record any sales of its H20 AI chip to China-based customers in the second quarter, a decline of about $4 billion in revenue from the prior period. The third-quarter forecast excluded H20 sales as well.Nvidia also noted that the US government hasn’t yet codified its plan to take a 15% cut of revenue from China AI chip sales. And it acknowledged risks to enacting the policy.“Any request for a percentage of the revenue by the USG may subject us to litigation, increase our costs, and harm our competitive position and benefit competitors that are not subject to such arrangements,” Nvidia said in a filing.Ultimately, $2 billion to $5 billion in H20 chips could be shipped to China in the current quarter, Nvidia said. The number depends on getting licenses from the US government, clearance that a “few” customers have received so far.“If we had more orders, we can bill more,” Chief Financial Officer Colette Kress said during the conference call. She also said the company continues to urge the US government to approve a version of the more up-to-date Blackwell chip for sale in China.“The opportunity for us to bring Blackwell to the China market is a real possibility,” Huang said. “We just have to keep advocating the sensibility of and the importance of American tech companies to be able to lead and win the AI race.”If Nvidia was allowed to ship more capable products to the Asian nation, it would be able to take advantage of a $50 billion opportunity there, Huang said. Huge demand for AI systems in China means that market is set to grow at 50% a year, he said.Under Huang, the 32-year-old chipmaker has suddenly become the biggest success story in the technology industry. Throughout most of its history, Nvidia lived in the shadow of larger rivals such as Intel Corp., carving out a modest living selling graphics processors to computer gamers.Nvidia’s biggest breakthrough came when it adapted its graphics processing units, or GPUs, to run artificial intelligence software — creating something Huang calls accelerated computing.As recently as 2022, Nvidia was a fraction of Intel’s size and booking less revenue in a year than it now generates in a quarter. These days, Nvidia is on course for annual sales of $200 billion — with the number estimated to eclipse $300 billion by 2028. That would give the company about a third of the chip industry’s total revenue.But Nvidia is largely dependent on the spending plans of just a few companies. Microsoft Corp., Amazon.com Inc. and other giant data center operators account for about half of its sales. To diversify the business, Huang is pushing into new markets and providing a wider range of products. That includes offering complete computers, networking gear, software and services.He’s determined to accelerate the adoption of AI across the economy, and he pushes his team to produce new hardware and software at a frenetic pace.For now, the Santa Clara, California-based company is largely unchallenged in the market for its AI chips, known as accelerators. In-house efforts by companies such as Amazon and early-stage challenges from would-be rivals such as Advanced Micro Devices Inc. haven’t yet made a significant dent in its market share.But the company faces other headaches. Aside from Nvidia’s struggles in China, the biggest impediment to growth has been the availability of supply. Like most chipmakers, Nvidia doesn’t own factories and relies on outsourced production, chiefly from Taiwan Semiconductor Manufacturing Co. Ramping up production of new technology remains an ongoing challenge.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":470245298463072,"gmtCreate":1755843336678,"gmtModify":1755843819137,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"htmlText":"Who is Thomas Reuter LOL halt for what if china want the half b200 they need keep buying h20 to integrate. They r not going to buy Huawei crap","listText":"Who is Thomas Reuter LOL halt for what if china want the half b200 they need keep buying h20 to integrate. They r not going to buy Huawei crap","text":"Who is Thomas Reuter LOL halt for what if china want the half b200 they need keep buying h20 to integrate. They r not going to buy Huawei crap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/470245298463072","repostId":"2561174634","repostType":2,"repost":{"id":"2561174634","kind":"live","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":1755821484,"share":"https://ttm.financial/m/news/2561174634?lang=en_US&edition=fundamental","pubTime":"2025-08-22 08:11","market":"us","language":"en","title":"Nvidia Stock Falls over 1% as It Orders Suppliers to Halt Work on China-Focussed H20 AI Chip","url":"https://stock-news.laohu8.com/highlight/detail?id=2561174634","media":"Reuters","summary":"Nvidia stock fell 1.3% on Friday.Nvidia has told some component suppliers to suspend production of i","content":"<html><head></head><body><p>Nvidia stock fell 1.3% on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6e867f18e2271c22bdfdf54567a3850e\" tg-width=\"822\" tg-height=\"620\"/></p><p>Nvidia has told some component suppliers to suspend production of its H20 AI chip, designed specifically for the Chinese market, the Information reported on Thursday, citing two people with direct knowledge of the communications.</p><p>According to the report, Nvidia instructed Arizona-based Amkor Technology to stop production of the H20 chips this week and also notified South Korea&#39;s Samsung Electronics.</p><p>Amkor handles advanced packaging for the chip, while Samsung Electronics supplies high-bandwidth memory chips for the model.</p><p>Neither companies immediately responded to a Reuters request for comment.</p><p>Meanwhile, Nvidia spokesperson said in a statement, &#34;We constantly manage our supply chain to address market conditions.&#34;</p><p>&#34;As both governments recognise, the H20 is not a military product or for government infrastructure. China won&#39;t rely on American chips for government operations, just like the U.S. government would not rely on chips from China,&#34; it said.</p><p>This comes as Chinese authorities last week summoned domestic companies, including major internet firms Tencent and ByteDance, over their H20 chip purchases, expressing concerns over information risks.</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 Stock Falls over 1% as It Orders Suppliers to Halt Work on China-Focussed H20 AI Chip</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 Stock Falls over 1% as It Orders Suppliers to Halt Work on China-Focussed H20 AI Chip\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\">2025-08-22 08:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia stock fell 1.3% on Friday.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6e867f18e2271c22bdfdf54567a3850e\" tg-width=\"822\" tg-height=\"620\"/></p><p>Nvidia has told some component suppliers to suspend production of its H20 AI chip, designed specifically for the Chinese market, the Information reported on Thursday, citing two people with direct knowledge of the communications.</p><p>According to the report, Nvidia instructed Arizona-based Amkor Technology to stop production of the H20 chips this week and also notified South Korea&#39;s Samsung Electronics.</p><p>Amkor handles advanced packaging for the chip, while Samsung Electronics supplies high-bandwidth memory chips for the model.</p><p>Neither companies immediately responded to a Reuters request for comment.</p><p>Meanwhile, Nvidia spokesperson said in a statement, &#34;We constantly manage our supply chain to address market conditions.&#34;</p><p>&#34;As both governments recognise, the H20 is not a military product or for government infrastructure. China won&#39;t rely on American chips for government operations, just like the U.S. government would not rely on chips from China,&#34; it said.</p><p>This comes as Chinese authorities last week summoned domestic companies, including major internet firms Tencent and ByteDance, over their H20 chip purchases, expressing concerns over information risks.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","BK4598":"佩洛西持仓","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","BK4581":"高盛持仓","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","NVDA":"英伟达","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","BK4141":"半导体产品","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250822:nFWN3UD16J:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2561174634","content_text":"Nvidia stock fell 1.3% on Friday.Nvidia has told some component suppliers to suspend production of its H20 AI chip, designed specifically for the Chinese market, the Information reported on Thursday, citing two people with direct knowledge of the communications.According to the report, Nvidia instructed Arizona-based Amkor Technology to stop production of the H20 chips this week and also notified South Korea's Samsung Electronics.Amkor handles advanced packaging for the chip, while Samsung Electronics supplies high-bandwidth memory chips for the model.Neither companies immediately responded to a Reuters request for comment.Meanwhile, Nvidia spokesperson said in a statement, \"We constantly manage our supply chain to address market conditions.\"\"As both governments recognise, the H20 is not a military product or for government infrastructure. China won't rely on American chips for government operations, just like the U.S. government would not rely on chips from China,\" it said.This comes as Chinese authorities last week summoned domestic companies, including major internet firms Tencent and ByteDance, over their H20 chip purchases, expressing concerns over information risks.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":308937909747832,"gmtCreate":1716452092262,"gmtModify":1716452690833,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> WTH a company with so much cash flow now down to selling bonds!!!!! To get money to do share buyback. Come on if don't have money dont give dividends keep it and use it for other purposes to improve your co cash flow.","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> WTH a company with so much cash flow now down to selling bonds!!!!! To get money to do share buyback. Come on if don't have money dont give dividends keep it and use it for other purposes to improve your co cash flow.","text":"$Alibaba(BABA)$ WTH a company with so much cash flow now down to selling bonds!!!!! To get money to do share buyback. Come on if don't have money dont give dividends keep it and use it for other purposes to improve your co cash flow.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":1,"repostSize":20,"link":"https://ttm.financial/post/308937909747832","isVote":1,"tweetType":1,"viewCount":2871,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4140074789257422","authorId":"4140074789257422","name":"Jagannathan J","avatar":"https://community-static.tradeup.com/news/2a29f102c565407168d0c017c11aaa99","crmLevel":12,"crmLevelSwitch":1,"idStr":"4140074789257422","authorIdStr":"4140074789257422"},"content":"This stock is a scam , no reason for them trade at 20 pe when u have 60B cash why u issue convertible bonds to liquidate shareholder value further , there balancehaeet is like spilled over noodle they are everywhere this quartwr thye posted a prodit clsoe to 0 saying inveatment mtm losses nobody know what is that investment fang is bettwe than this guys","text":"This stock is a scam , no reason for them trade at 20 pe when u have 60B cash why u issue convertible bonds to liquidate shareholder value further , there balancehaeet is like spilled over noodle they are everywhere this quartwr thye posted a prodit clsoe to 0 saying inveatment mtm losses nobody know what is that investment fang is bettwe than this guys","html":"This stock is a scam , no reason for them trade at 20 pe when u have 60B cash why u issue convertible bonds to liquidate shareholder value further , there balancehaeet is like spilled over noodle they are everywhere this quartwr thye posted a prodit clsoe to 0 saying inveatment mtm losses nobody know what is that investment fang is bettwe than this guys"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":370188881981552,"gmtCreate":1731406374292,"gmtModify":1731406377946,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Never ever release this stock to shorties let them dry out and hold on to it. It will rise above all and be include to SNP soon","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Never ever release this stock to shorties let them dry out and hold on to it. It will rise above all and be include to SNP soon","text":"$SoFi Technologies Inc.(SOFI)$ Never ever release this stock to shorties let them dry out and hold on to it. It will rise above all and be include to SNP soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":6,"repostSize":10,"link":"https://ttm.financial/post/370188881981552","isVote":1,"tweetType":1,"viewCount":4991,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581803170803060","authorId":"3581803170803060","name":"leejx1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"3581803170803060","authorIdStr":"3581803170803060"},"content":"Haha but short ratio is up by 2% today .. maybe profit taking","text":"Haha but short ratio is up by 2% today .. maybe profit taking","html":"Haha but short ratio is up by 2% today .. maybe profit taking"},{"author":{"id":"4188195545337382","authorId":"4188195545337382","name":"TC2333","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4188195545337382","authorIdStr":"4188195545337382"},"content":"Good strategy as always","text":"Good strategy as always","html":"Good strategy as always"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503888309064304,"gmtCreate":1764042919324,"gmtModify":1764046848796,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"title":"","htmlText":"Nvidia should send a lawyer letter to Micheal burry since this guy is a bullshit and jealous investor which didn't not get on the early train of Nvidia. And trying to use his past knowledge to replicate on the current development of Nvidia with past companies in the dot com.&nbsp;","listText":"Nvidia should send a lawyer letter to Micheal burry since this guy is a bullshit and jealous investor which didn't not get on the early train of Nvidia. And trying to use his past knowledge to replicate on the current development of Nvidia with past companies in the dot com.&nbsp;","text":"Nvidia should send a lawyer letter to Micheal burry since this guy is a bullshit and jealous investor which didn't not get on the early train of Nvidia. And trying to use his past knowledge to replicate on the current development of Nvidia with past companies in the dot com.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":28,"commentSize":1,"repostSize":4,"link":"https://ttm.financial/post/503888309064304","repostId":"2586049248","repostType":4,"repost":{"id":"2586049248","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":1764041092,"share":"https://ttm.financial/m/news/2586049248?lang=en_US&edition=fundamental","pubTime":"2025-11-25 11:24","market":"fut","language":"en","title":"Nvidia Says It's Not Enron in Private Memo Refuting Accounting Questions","url":"https://stock-news.laohu8.com/highlight/detail?id=2586049248","media":"Dow Jones","summary":"A series of prominent stock sales and allegations of accounting irregularities have put $Nvidia(NVDA)$ in the middle of a debate about the value of artificial intelligence and its related stocks.Now...","content":"<html><head></head><body><p>A series of prominent stock sales and allegations of accounting irregularities have put <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> in the middle of a debate about the value of artificial intelligence and its related stocks.</p><p>Now Nvidia is pushing back. In a private seven-page memo sent by Nvidia&#39;s investor relations team to Wall Street analysts over the weekend, the chip maker directly addressed a dozen claims made by skeptical investors.</p><p>Nvidia&#39;s memo, which includes fonts in the company&#39;s trademark green color, begins by addressing a social media post from Michael Burry last week, which criticized the company for stock-based compensation dilution and stock buybacks. Burry&#39;s prescient bet against subprime mortgages before the 2008-2009 financial crisis was depicted in the movie The Big Short.</p><p>&#34;NVIDIA repurchased $91B shares since 2018, not $112.5B; Mr. Burry appears to have incorrectly included RSU [restricted stock unit] taxes. Employee equity grants should not be conflated with the performance of the repurchase program,&#34; Nvidia said in the memo. &#34;Employees benefiting from a rising share price does not indicate the original equity grants were excessive at the time of issuance.&#34;</p><p>Barron&#39;s reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.</p><p>Burry told Barron&#39;s he disagrees with Nvidia&#39;s response and stands by his analysis. He said he would discuss the topic of the company&#39;s stock-based compensation in more detail in a future report.</p><p>Nvidia didn&#39;t immediately respond to a request for comment.</p><p>Nvidia also responds to claims that the &#34;current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)&#34;</p><p>&#34;NVIDIA does not resemble historical accounting frauds because NVIDIA&#39;s underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,&#34; the memo said. &#34;Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.&#34;</p><p>Nvidia also addressed allegations that its customers -- large technology companies -- aren&#39;t properly accounting for the economic value of Nvidia hardware.</p><p>Some of the companies use a six-year depreciation schedule for graphics processing units. Burry has said he believes the useful lives of the chips are shorter than six years, meaning Nvidia&#39;s customers are inflating profits by spreading out depreciation costs over a long period.</p><p>&#34;NVIDIA&#39;s customers depreciate GPUs over 4-6 years based on real-world longevity and utilization patterns,&#34; the company said in the memo. &#34;Older GPUs such as A100s (released in 2020) continue to run at high utilization and generate strong contribution margins, retaining meaningful economic value well beyond the 2-3 years claimed by some commentators.&#34;</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 Says It's Not Enron in Private Memo Refuting Accounting Questions</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 Says It's Not Enron in Private Memo Refuting Accounting Questions\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\">2025-11-25 11:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A series of prominent stock sales and allegations of accounting irregularities have put <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> in the middle of a debate about the value of artificial intelligence and its related stocks.</p><p>Now Nvidia is pushing back. In a private seven-page memo sent by Nvidia&#39;s investor relations team to Wall Street analysts over the weekend, the chip maker directly addressed a dozen claims made by skeptical investors.</p><p>Nvidia&#39;s memo, which includes fonts in the company&#39;s trademark green color, begins by addressing a social media post from Michael Burry last week, which criticized the company for stock-based compensation dilution and stock buybacks. Burry&#39;s prescient bet against subprime mortgages before the 2008-2009 financial crisis was depicted in the movie The Big Short.</p><p>&#34;NVIDIA repurchased $91B shares since 2018, not $112.5B; Mr. Burry appears to have incorrectly included RSU [restricted stock unit] taxes. Employee equity grants should not be conflated with the performance of the repurchase program,&#34; Nvidia said in the memo. &#34;Employees benefiting from a rising share price does not indicate the original equity grants were excessive at the time of issuance.&#34;</p><p>Barron&#39;s reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.</p><p>Burry told Barron&#39;s he disagrees with Nvidia&#39;s response and stands by his analysis. He said he would discuss the topic of the company&#39;s stock-based compensation in more detail in a future report.</p><p>Nvidia didn&#39;t immediately respond to a request for comment.</p><p>Nvidia also responds to claims that the &#34;current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)&#34;</p><p>&#34;NVIDIA does not resemble historical accounting frauds because NVIDIA&#39;s underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,&#34; the memo said. &#34;Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.&#34;</p><p>Nvidia also addressed allegations that its customers -- large technology companies -- aren&#39;t properly accounting for the economic value of Nvidia hardware.</p><p>Some of the companies use a six-year depreciation schedule for graphics processing units. Burry has said he believes the useful lives of the chips are shorter than six years, meaning Nvidia&#39;s customers are inflating profits by spreading out depreciation costs over a long period.</p><p>&#34;NVIDIA&#39;s customers depreciate GPUs over 4-6 years based on real-world longevity and utilization patterns,&#34; the company said in the memo. &#34;Older GPUs such as A100s (released in 2020) continue to run at high utilization and generate strong contribution margins, retaining meaningful economic value well beyond the 2-3 years claimed by some commentators.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4543":"AI","NVDL":"2倍做多NVDA ETF-GraniteShares","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","NVDQ":"2倍做空NVDA ETF-T-Rex","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4579":"人工智能","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","NVDA":"英伟达","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586049248","content_text":"A series of prominent stock sales and allegations of accounting irregularities have put Nvidia in the middle of a debate about the value of artificial intelligence and its related stocks.Now Nvidia is pushing back. In a private seven-page memo sent by Nvidia's investor relations team to Wall Street analysts over the weekend, the chip maker directly addressed a dozen claims made by skeptical investors.Nvidia's memo, which includes fonts in the company's trademark green color, begins by addressing a social media post from Michael Burry last week, which criticized the company for stock-based compensation dilution and stock buybacks. Burry's prescient bet against subprime mortgages before the 2008-2009 financial crisis was depicted in the movie The Big Short.\"NVIDIA repurchased $91B shares since 2018, not $112.5B; Mr. Burry appears to have incorrectly included RSU [restricted stock unit] taxes. Employee equity grants should not be conflated with the performance of the repurchase program,\" Nvidia said in the memo. \"Employees benefiting from a rising share price does not indicate the original equity grants were excessive at the time of issuance.\"Barron's reviewed the memo, which initially appeared in social media posts over the weekend, and confirmed its authenticity with multiple Wall Street sources.Burry told Barron's he disagrees with Nvidia's response and stands by his analysis. He said he would discuss the topic of the company's stock-based compensation in more detail in a future report.Nvidia didn't immediately respond to a request for comment.Nvidia also responds to claims that the \"current situation is analogous to historical accounting frauds (Enron, WorldCom, Lucent) that featured vendor financing and SPVs [special purpose vehicles.)\"\"NVIDIA does not resemble historical accounting frauds because NVIDIA's underlying business is economically sound, our reporting is complete and transparent, and we care about our reputation for integrity,\" the memo said. \"Unlike Enron, NVIDIA does not use Special Purpose Entities to hide debt and inflate revenue.\"Nvidia also addressed allegations that its customers -- large technology companies -- aren't properly accounting for the economic value of Nvidia hardware.Some of the companies use a six-year depreciation schedule for graphics processing units. Burry has said he believes the useful lives of the chips are shorter than six years, meaning Nvidia's customers are inflating profits by spreading out depreciation costs over a long period.\"NVIDIA's customers depreciate GPUs over 4-6 years based on real-world longevity and utilization patterns,\" the company said in the memo. \"Older GPUs such as A100s (released in 2020) continue to run at high utilization and generate strong contribution margins, retaining meaningful economic value well beyond the 2-3 years claimed by some commentators.\"","news_type":1,"symbols_score_info":{"NVDA":2,"NVDQ":2,"NVDL":2}},"isVote":1,"tweetType":1,"viewCount":3038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373534135095400,"gmtCreate":1732230671718,"gmtModify":1732241485356,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"htmlText":"DOJ is lame. Asking google selling if chrome. Why don't you ask Microsoft to sell off internet explorer, don't use bing as default search engine too. At least chrome installation on Mac n windows require them to download and agree to install what does Microsoft did? Default given?","listText":"DOJ is lame. Asking google selling if chrome. Why don't you ask Microsoft to sell off internet explorer, don't use bing as default search engine too. At least chrome installation on Mac n windows require them to download and agree to install what does Microsoft did? Default given?","text":"DOJ is lame. Asking google selling if chrome. Why don't you ask Microsoft to sell off internet explorer, don't use bing as default search engine too. At least chrome installation on Mac n windows require them to download and agree to install what does Microsoft did? Default given?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/373534135095400","repostId":"2485444956","repostType":2,"repost":{"id":"2485444956","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":1732232749,"share":"https://ttm.financial/m/news/2485444956?lang=en_US&edition=fundamental","pubTime":"2024-11-22 07:45","market":"nz","language":"en","title":"The DOJ-Google Fight Comes Into Focus. Why It's Finally Hitting Alphabet's Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2485444956","media":"Dow Jones","summary":"The U.S. Department of Justice has aggressively pursued Google as a monopolist in recent years, going back to the first Trump administration. And it's gotten a federal judge to rule in its favor.But the DOJ's full intentions weren't fully clear until late last night when the department filed specific remedies that it would like to see the U.S. District judge impose. The DOJ is out for a pound of flesh.An end to search payments: The payments that Google makes to be the default on mobile devices were at the heart of the DOJ's case. Most prominent among these are Google's payouts to Apple, which were pegged at $20 billion in 2022 during the trail. That number represented 16% of Google's cost-of-revenue. But they're also material to Apple, comprising 5% of its 2022 revenue. Assuming that stream of payments all falls to the bottom line, it would have been roughly 21% of Apple's net income that year.The ban goes beyond third-party payments. The DOJ has said it wants to stop Google from using","content":"<html><head></head><body><p>The U.S. Department of Justice has aggressively pursued Google as a monopolist in recent years, going back to the first Trump administration. And it&#39;s gotten a federal judge to rule in its favor.</p><p>But the DOJ&#39;s full intentions weren&#39;t fully clear until late last night when the department filed specific remedies that it would like to see the U.S. District judge impose. The DOJ is out for a pound of flesh.</p><p>While media reports had telegraphed the government&#39;s demand to sever Chrome and Android from Google, the filing went much further. The government has a set of demands that go deeply into the way Google does business, and it seems to be spooking investors. Until now, shares of Google-parent Alphabet have largely escaped regulatory worry. But on Thursday, the stock was down 4.7%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2347baa2536c44f072e18ffba04106cc\" tg-width=\"790\" tg-height=\"845\"/></p><p>Here&#39;s why investors are nervous:</p><p>An end to search payments: The payments that Google makes to be the default on mobile devices were at the heart of the DOJ&#39;s case. Most prominent among these are Google&#39;s payouts to Apple, which were pegged at $20 billion in 2022 during the trail. That number represented 16% of Google&#39;s cost-of-revenue. But they&#39;re also material to Apple, comprising 5% of its 2022 revenue. Assuming that stream of payments all falls to the bottom line, it would have been roughly 21% of Apple&#39;s net income that year.</p><p>It&#39;s not clear how Apple would replace that income, though, for now investors don&#39;t seem particularly worried. Apple shares were up slightly on Wednesday.</p><p>Google also makes payments to Android smartphone providers to ensure its software is preloaded on phones, and that its search is the default option. If the DOJ gets its way, those payments would also be banned.</p><p>These payments to the smartphone makers and others are what Google calls its &#34;traffic acquisition costs.&#34; They totaled $40 billion in the first nine months of 2024, or 38% of Google&#39;s cost of revenue. If the company was banned from making these payments, Alphabet&#39;s gross margins would rise substantially immediately. On the downside, without the payments, Google could lose search market share, thereby limiting advertising revenue down the road. That impact is long-term and uncertain.</p><p>The ban goes beyond third-party payments. The DOJ has said it wants to stop Google from using its search engine as the default option on its own line of Pixel smartphones.</p><p>The DOJ wants the keys to the castle: The DOJ&#39;s proposed remedy would force Google to share its most important data with rivals, including well-heeled ones like Microsoft. One of Google&#39;s primary advantages would be lost -- its treasure trove of exclusive data, including its search index, ad data, and user data. These large data sets are the foundation of Google&#39;s success.</p><p>The Enforcement: Perhaps the most intrusive part of the proposal is the DOJ&#39;s recommendation to create a technical committee that would oversee Google&#39;s compliance with the judge&#39;s ruling. The committee would be composed of five members, with a nomination process that almost guarantees the government would control a majority of the committee.</p><p>The group would have broad powers to oversee Google, including interviewing employees, and accessing all documents, servers, and employee devices on request. The committee would also get to see Google&#39;s source code and algorithms, Google&#39;s most prized intellectual property.</p><p>If the DOJ gets its way, most of the remedies would be in place for 10 years.</p><p>On Thursday, Google had a blunt response to the government&#39;s proposals: &#34;DOJ had a chance to propose remedies related to the issue in this case, &#34; the company said in a blog post. &#34;Instead, DOJ chose to push a radical interventionist agenda that would harm Americans and America&#39;s global technology leadership.&#34;</p><p>Next up: The court is scheduled to decide on the penalty phase of the Google trial in April, with a final ruling due in August. U.S. District Judge Amit Mehta could choose to reject some or all of the DOJ&#39;s suggested remedies.</p><p>Any actual enforcement could take years to play out. Google has already declared that it will appeal, and Mehta could decide to stay any remedies during the appeal, a process that could stretch out for years.</p><p>The wild card: In the meantime, there is a new administration coming to the White House in January, and new appointees at the DOJ. Jonathan Kanter, the DOJ&#39;s lead on its cases against Google, will likely be replaced. But it&#39;s important to remember that this case originated in 2020 under the first Trump administration and it includes 49 states as co-plaintiffs. Most of these states have Republican Attorneys General.</p><p>No one knows how a new DOJ would handle the case.</p><p>Many on Wall Street remain doubtful the DOJ&#39;s proposal will come to fruition.</p><p>&#34;We do not see a breakup in the next few years,&#34; Dan Ives of Wedbush told Barron&#39;s on Thursday. &#34;We see business model tweaks and also a much different tone from the Trump administration around Big Tech on the horizon.&#34;</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>The DOJ-Google Fight Comes Into Focus. Why It's Finally Hitting Alphabet's Stock</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\">\nThe DOJ-Google Fight Comes Into Focus. Why It's Finally Hitting Alphabet's Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-22 07:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The U.S. Department of Justice has aggressively pursued Google as a monopolist in recent years, going back to the first Trump administration. And it&#39;s gotten a federal judge to rule in its favor.</p><p>But the DOJ&#39;s full intentions weren&#39;t fully clear until late last night when the department filed specific remedies that it would like to see the U.S. District judge impose. The DOJ is out for a pound of flesh.</p><p>While media reports had telegraphed the government&#39;s demand to sever Chrome and Android from Google, the filing went much further. The government has a set of demands that go deeply into the way Google does business, and it seems to be spooking investors. Until now, shares of Google-parent Alphabet have largely escaped regulatory worry. But on Thursday, the stock was down 4.7%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2347baa2536c44f072e18ffba04106cc\" tg-width=\"790\" tg-height=\"845\"/></p><p>Here&#39;s why investors are nervous:</p><p>An end to search payments: The payments that Google makes to be the default on mobile devices were at the heart of the DOJ&#39;s case. Most prominent among these are Google&#39;s payouts to Apple, which were pegged at $20 billion in 2022 during the trail. That number represented 16% of Google&#39;s cost-of-revenue. But they&#39;re also material to Apple, comprising 5% of its 2022 revenue. Assuming that stream of payments all falls to the bottom line, it would have been roughly 21% of Apple&#39;s net income that year.</p><p>It&#39;s not clear how Apple would replace that income, though, for now investors don&#39;t seem particularly worried. Apple shares were up slightly on Wednesday.</p><p>Google also makes payments to Android smartphone providers to ensure its software is preloaded on phones, and that its search is the default option. If the DOJ gets its way, those payments would also be banned.</p><p>These payments to the smartphone makers and others are what Google calls its &#34;traffic acquisition costs.&#34; They totaled $40 billion in the first nine months of 2024, or 38% of Google&#39;s cost of revenue. If the company was banned from making these payments, Alphabet&#39;s gross margins would rise substantially immediately. On the downside, without the payments, Google could lose search market share, thereby limiting advertising revenue down the road. That impact is long-term and uncertain.</p><p>The ban goes beyond third-party payments. The DOJ has said it wants to stop Google from using its search engine as the default option on its own line of Pixel smartphones.</p><p>The DOJ wants the keys to the castle: The DOJ&#39;s proposed remedy would force Google to share its most important data with rivals, including well-heeled ones like Microsoft. One of Google&#39;s primary advantages would be lost -- its treasure trove of exclusive data, including its search index, ad data, and user data. These large data sets are the foundation of Google&#39;s success.</p><p>The Enforcement: Perhaps the most intrusive part of the proposal is the DOJ&#39;s recommendation to create a technical committee that would oversee Google&#39;s compliance with the judge&#39;s ruling. The committee would be composed of five members, with a nomination process that almost guarantees the government would control a majority of the committee.</p><p>The group would have broad powers to oversee Google, including interviewing employees, and accessing all documents, servers, and employee devices on request. The committee would also get to see Google&#39;s source code and algorithms, Google&#39;s most prized intellectual property.</p><p>If the DOJ gets its way, most of the remedies would be in place for 10 years.</p><p>On Thursday, Google had a blunt response to the government&#39;s proposals: &#34;DOJ had a chance to propose remedies related to the issue in this case, &#34; the company said in a blog post. &#34;Instead, DOJ chose to push a radical interventionist agenda that would harm Americans and America&#39;s global technology leadership.&#34;</p><p>Next up: The court is scheduled to decide on the penalty phase of the Google trial in April, with a final ruling due in August. U.S. District Judge Amit Mehta could choose to reject some or all of the DOJ&#39;s suggested remedies.</p><p>Any actual enforcement could take years to play out. Google has already declared that it will appeal, and Mehta could decide to stay any remedies during the appeal, a process that could stretch out for years.</p><p>The wild card: In the meantime, there is a new administration coming to the White House in January, and new appointees at the DOJ. Jonathan Kanter, the DOJ&#39;s lead on its cases against Google, will likely be replaced. But it&#39;s important to remember that this case originated in 2020 under the first Trump administration and it includes 49 states as co-plaintiffs. Most of these states have Republican Attorneys General.</p><p>No one knows how a new DOJ would handle the case.</p><p>Many on Wall Street remain doubtful the DOJ&#39;s proposal will come to fruition.</p><p>&#34;We do not see a breakup in the next few years,&#34; Dan Ives of Wedbush told Barron&#39;s on Thursday. &#34;We see business model tweaks and also a much different tone from the Trump administration around Big Tech on the horizon.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU0072462426.USD":"贝莱德全球配置 A2","BK4561":"索罗斯持仓","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","AAPL":"苹果","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","MSFT":"微软","LU0994945656.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC 2","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2485444956","content_text":"The U.S. Department of Justice has aggressively pursued Google as a monopolist in recent years, going back to the first Trump administration. And it's gotten a federal judge to rule in its favor.But the DOJ's full intentions weren't fully clear until late last night when the department filed specific remedies that it would like to see the U.S. District judge impose. The DOJ is out for a pound of flesh.While media reports had telegraphed the government's demand to sever Chrome and Android from Google, the filing went much further. The government has a set of demands that go deeply into the way Google does business, and it seems to be spooking investors. Until now, shares of Google-parent Alphabet have largely escaped regulatory worry. But on Thursday, the stock was down 4.7%.Here's why investors are nervous:An end to search payments: The payments that Google makes to be the default on mobile devices were at the heart of the DOJ's case. Most prominent among these are Google's payouts to Apple, which were pegged at $20 billion in 2022 during the trail. That number represented 16% of Google's cost-of-revenue. But they're also material to Apple, comprising 5% of its 2022 revenue. Assuming that stream of payments all falls to the bottom line, it would have been roughly 21% of Apple's net income that year.It's not clear how Apple would replace that income, though, for now investors don't seem particularly worried. Apple shares were up slightly on Wednesday.Google also makes payments to Android smartphone providers to ensure its software is preloaded on phones, and that its search is the default option. If the DOJ gets its way, those payments would also be banned.These payments to the smartphone makers and others are what Google calls its \"traffic acquisition costs.\" They totaled $40 billion in the first nine months of 2024, or 38% of Google's cost of revenue. If the company was banned from making these payments, Alphabet's gross margins would rise substantially immediately. On the downside, without the payments, Google could lose search market share, thereby limiting advertising revenue down the road. That impact is long-term and uncertain.The ban goes beyond third-party payments. The DOJ has said it wants to stop Google from using its search engine as the default option on its own line of Pixel smartphones.The DOJ wants the keys to the castle: The DOJ's proposed remedy would force Google to share its most important data with rivals, including well-heeled ones like Microsoft. One of Google's primary advantages would be lost -- its treasure trove of exclusive data, including its search index, ad data, and user data. These large data sets are the foundation of Google's success.The Enforcement: Perhaps the most intrusive part of the proposal is the DOJ's recommendation to create a technical committee that would oversee Google's compliance with the judge's ruling. The committee would be composed of five members, with a nomination process that almost guarantees the government would control a majority of the committee.The group would have broad powers to oversee Google, including interviewing employees, and accessing all documents, servers, and employee devices on request. The committee would also get to see Google's source code and algorithms, Google's most prized intellectual property.If the DOJ gets its way, most of the remedies would be in place for 10 years.On Thursday, Google had a blunt response to the government's proposals: \"DOJ had a chance to propose remedies related to the issue in this case, \" the company said in a blog post. \"Instead, DOJ chose to push a radical interventionist agenda that would harm Americans and America's global technology leadership.\"Next up: The court is scheduled to decide on the penalty phase of the Google trial in April, with a final ruling due in August. U.S. District Judge Amit Mehta could choose to reject some or all of the DOJ's suggested remedies.Any actual enforcement could take years to play out. Google has already declared that it will appeal, and Mehta could decide to stay any remedies during the appeal, a process that could stretch out for years.The wild card: In the meantime, there is a new administration coming to the White House in January, and new appointees at the DOJ. Jonathan Kanter, the DOJ's lead on its cases against Google, will likely be replaced. But it's important to remember that this case originated in 2020 under the first Trump administration and it includes 49 states as co-plaintiffs. Most of these states have Republican Attorneys General.No one knows how a new DOJ would handle the case.Many on Wall Street remain doubtful the DOJ's proposal will come to fruition.\"We do not see a breakup in the next few years,\" Dan Ives of Wedbush told Barron's on Thursday. \"We see business model tweaks and also a much different tone from the Trump administration around Big Tech on the horizon.\"","news_type":1,"symbols_score_info":{"MSFT":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":4339,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4161782355103392","authorId":"4161782355103392","name":"TypsiDraggon","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4161782355103392","authorIdStr":"4161782355103392"},"content":"The DOJ’s move to force Google to sell Chrome isn’t “lame”—it’s addressing the monopolistic behaviour, confirmed by the ruling August declaring Google a search monopoly. Comparing this to Microsoft’s ancient Internet Explorer saga is incorrect. Microsoft got hammered in the 1990s for its tactics, and its browser dominance has been irrelevant for years. Chrome, however, is a lynchpin in Google’s empire, cementing its stranglehold on search and advertising.","text":"The DOJ’s move to force Google to sell Chrome isn’t “lame”—it’s addressing the monopolistic behaviour, confirmed by the ruling August declaring Google a search monopoly. Comparing this to Microsoft’s ancient Internet Explorer saga is incorrect. Microsoft got hammered in the 1990s for its tactics, and its browser dominance has been irrelevant for years. Chrome, however, is a lynchpin in Google’s empire, cementing its stranglehold on search and advertising.","html":"The DOJ’s move to force Google to sell Chrome isn’t “lame”—it’s addressing the monopolistic behaviour, confirmed by the ruling August declaring Google a search monopoly. Comparing this to Microsoft’s ancient Internet Explorer saga is incorrect. Microsoft got hammered in the 1990s for its tactics, and its browser dominance has been irrelevant for years. Chrome, however, is a lynchpin in Google’s empire, cementing its stranglehold on search and advertising."},{"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"content":"When you install the chrome did google point a gun on your head to install it ? Everyone willingly download it and install it. If you not happy you can don’t use it no one is using a gun to force anyone to use it","text":"When you install the chrome did google point a gun on your head to install it ? Everyone willingly download it and install it. If you not happy you can don’t use it no one is using a gun to force anyone to use it","html":"When you install the chrome did google point a gun on your head to install it ? Everyone willingly download it and install it. If you not happy you can don’t use it no one is using a gun to force anyone to use it"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":291047920300288,"gmtCreate":1712082631228,"gmtModify":1712082636370,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"htmlText":"Gd luck to those all in Tesla earning will be another dip to $130 better run before earning reporting. Can foreseen another big miss since increase only just happened and delivery YOY is missed&nbsp;","listText":"Gd luck to those all in Tesla earning will be another dip to $130 better run before earning reporting. Can foreseen another big miss since increase only just happened and delivery YOY is missed&nbsp;","text":"Gd luck to those all in Tesla earning will be another dip to $130 better run before earning reporting. Can foreseen another big miss since increase only just happened and delivery YOY is missed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/291047920300288","repostId":"1156890674","repostType":2,"repost":{"id":"1156890674","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":1712063077,"share":"https://ttm.financial/m/news/1156890674?lang=en_US&edition=fundamental","pubTime":"2024-04-02 21:04","market":"us","language":"en","title":"Tesla Shares Tumbled As Q1 Deliveries 386,810 Miss Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=1156890674","media":"Tiger Newspress","summary":"Tesla shares tumbled 6% as Q1 deliveries 386,810 miss estimates.","content":"<html><head></head><body><p>Tesla just published its first-quarter vehicle production and deliveries report for 2024. Here are the key numbers:</p><p style=\"text-align: start;\">Total deliveries Q1 2024: 386,810</p><p style=\"text-align: start;\">Total production Q1 2024: 433,371</p><p style=\"text-align: start;\">Tesla doesn’t break out sales of its vehicles by model but reported that it produced 412,376 Model 3/Y cars and delivered 369,783 of those cars. It produced 20,995 of its other models and delivered 17,027.</p><p style=\"text-align: start;\">In the same period last year, the electric automaker reported 422,875 deliveries and production of 440,808 vehicles. In the fourth quarter of 2023, Tesla reported 484,507 deliveries and production of 494,989 vehicles.</p><p style=\"text-align: start;\">Deliveries are the closest approximation of sales reported by Tesla but are not precisely defined in the company’s shareholder communications.</p><p>Tesla shares tumbled 6% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b47f800e4ec7b79fa856def73be3fd2b\" title=\"\" tg-width=\"813\" tg-height=\"840\"/></p><p style=\"text-align: start;\">According to a mean of 11 estimates compiled by FactSet, analysts were expecting deliveries of around 457,000 for the period ending March 31. Estimates ranged from a high of 511,000 deliveries to a low of 414,000 for the first quarter, with estimates updated in March ranging from 414,000 to 469,000 deliveries.</p><p style=\"text-align: start;\">Independent auto industry researcher Troy Teslike, whose work is closely followed by Tesla fans, had expected deliveries to come in around 409,000.</p><p style=\"text-align: start;\">Tesla’s head of investor relations Martin Viecha sent around a company-compiled consensus based on 30 analysts’ estimates over the weekend to select investors. The consensus, which was viewed by CNBC, said analysts were expecting a mean of 443,027 deliveries and a median of 431,125 deliveries for the quarter.</p><p style=\"text-align: start;\">Tesla faced numerous challenges in the first quarter.</p><p style=\"text-align: start;\">Houthi militia attacks on shippers in the Red Sea disrupted Tesla’s component supply and temporarily suspended production at its German factory outside of Berlin in January. In March, environmental activists set fire to infrastructure near that same factory, depriving Tesla of sufficient operation power and again causing a pause in production.</p><p style=\"text-align: start;\">In China, Tesla faced an onslaught of competition from domestic EV makers, including BYD and newcomers such as the phone maker Xiaomi. After sluggish sales numbers for its China-made cars in January and February, Tesla reduced production of its Model 3 and Model Y at its Shanghai plant and slashed workers’ schedules to 5 days a week from 6 and a half days.</p><p style=\"text-align: start;\">In the U.S., reviews were mixed for Tesla’s newest model — an angular pickup dubbed the Cybertruck — which the EV maker only began to sell in small numbers in December last year.</p><p style=\"text-align: start;\">A series of discounts and incentives appeared to be less effective in driving sales volume than in the past for Tesla.</p><p style=\"text-align: start;\">During the final days of the first quarter, Tesla CEO Elon Musk mandated that all sales and service staff install and demo the newest version of the company’s premium driver assistance system for customers in North America before handing over their cars. The system is marketed as Full Self-Driving but doesn’t make Tesla cars autonomous. They require a human at the wheel, ready to steer or brake at any time.</p><p style=\"text-align: start;\">Shares of Tesla dropped 29% in the first quarter, the biggest decline since the end of 2022 and the third-steepest quarterly plunge since the company’s IPO in 2010.</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>Tesla Shares Tumbled As Q1 Deliveries 386,810 Miss Estimates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Shares Tumbled As Q1 Deliveries 386,810 Miss Estimates\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\">2024-04-02 21:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla just published its first-quarter vehicle production and deliveries report for 2024. Here are the key numbers:</p><p style=\"text-align: start;\">Total deliveries Q1 2024: 386,810</p><p style=\"text-align: start;\">Total production Q1 2024: 433,371</p><p style=\"text-align: start;\">Tesla doesn’t break out sales of its vehicles by model but reported that it produced 412,376 Model 3/Y cars and delivered 369,783 of those cars. It produced 20,995 of its other models and delivered 17,027.</p><p style=\"text-align: start;\">In the same period last year, the electric automaker reported 422,875 deliveries and production of 440,808 vehicles. In the fourth quarter of 2023, Tesla reported 484,507 deliveries and production of 494,989 vehicles.</p><p style=\"text-align: start;\">Deliveries are the closest approximation of sales reported by Tesla but are not precisely defined in the company’s shareholder communications.</p><p>Tesla shares tumbled 6% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b47f800e4ec7b79fa856def73be3fd2b\" title=\"\" tg-width=\"813\" tg-height=\"840\"/></p><p style=\"text-align: start;\">According to a mean of 11 estimates compiled by FactSet, analysts were expecting deliveries of around 457,000 for the period ending March 31. Estimates ranged from a high of 511,000 deliveries to a low of 414,000 for the first quarter, with estimates updated in March ranging from 414,000 to 469,000 deliveries.</p><p style=\"text-align: start;\">Independent auto industry researcher Troy Teslike, whose work is closely followed by Tesla fans, had expected deliveries to come in around 409,000.</p><p style=\"text-align: start;\">Tesla’s head of investor relations Martin Viecha sent around a company-compiled consensus based on 30 analysts’ estimates over the weekend to select investors. The consensus, which was viewed by CNBC, said analysts were expecting a mean of 443,027 deliveries and a median of 431,125 deliveries for the quarter.</p><p style=\"text-align: start;\">Tesla faced numerous challenges in the first quarter.</p><p style=\"text-align: start;\">Houthi militia attacks on shippers in the Red Sea disrupted Tesla’s component supply and temporarily suspended production at its German factory outside of Berlin in January. In March, environmental activists set fire to infrastructure near that same factory, depriving Tesla of sufficient operation power and again causing a pause in production.</p><p style=\"text-align: start;\">In China, Tesla faced an onslaught of competition from domestic EV makers, including BYD and newcomers such as the phone maker Xiaomi. After sluggish sales numbers for its China-made cars in January and February, Tesla reduced production of its Model 3 and Model Y at its Shanghai plant and slashed workers’ schedules to 5 days a week from 6 and a half days.</p><p style=\"text-align: start;\">In the U.S., reviews were mixed for Tesla’s newest model — an angular pickup dubbed the Cybertruck — which the EV maker only began to sell in small numbers in December last year.</p><p style=\"text-align: start;\">A series of discounts and incentives appeared to be less effective in driving sales volume than in the past for Tesla.</p><p style=\"text-align: start;\">During the final days of the first quarter, Tesla CEO Elon Musk mandated that all sales and service staff install and demo the newest version of the company’s premium driver assistance system for customers in North America before handing over their cars. The system is marketed as Full Self-Driving but doesn’t make Tesla cars autonomous. They require a human at the wheel, ready to steer or brake at any time.</p><p style=\"text-align: start;\">Shares of Tesla dropped 29% in the first quarter, the biggest decline since the end of 2022 and the third-steepest quarterly plunge since the company’s IPO in 2010.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156890674","content_text":"Tesla just published its first-quarter vehicle production and deliveries report for 2024. Here are the key numbers:Total deliveries Q1 2024: 386,810Total production Q1 2024: 433,371Tesla doesn’t break out sales of its vehicles by model but reported that it produced 412,376 Model 3/Y cars and delivered 369,783 of those cars. It produced 20,995 of its other models and delivered 17,027.In the same period last year, the electric automaker reported 422,875 deliveries and production of 440,808 vehicles. In the fourth quarter of 2023, Tesla reported 484,507 deliveries and production of 494,989 vehicles.Deliveries are the closest approximation of sales reported by Tesla but are not precisely defined in the company’s shareholder communications.Tesla shares tumbled 6% on the news.According to a mean of 11 estimates compiled by FactSet, analysts were expecting deliveries of around 457,000 for the period ending March 31. Estimates ranged from a high of 511,000 deliveries to a low of 414,000 for the first quarter, with estimates updated in March ranging from 414,000 to 469,000 deliveries.Independent auto industry researcher Troy Teslike, whose work is closely followed by Tesla fans, had expected deliveries to come in around 409,000.Tesla’s head of investor relations Martin Viecha sent around a company-compiled consensus based on 30 analysts’ estimates over the weekend to select investors. The consensus, which was viewed by CNBC, said analysts were expecting a mean of 443,027 deliveries and a median of 431,125 deliveries for the quarter.Tesla faced numerous challenges in the first quarter.Houthi militia attacks on shippers in the Red Sea disrupted Tesla’s component supply and temporarily suspended production at its German factory outside of Berlin in January. In March, environmental activists set fire to infrastructure near that same factory, depriving Tesla of sufficient operation power and again causing a pause in production.In China, Tesla faced an onslaught of competition from domestic EV makers, including BYD and newcomers such as the phone maker Xiaomi. After sluggish sales numbers for its China-made cars in January and February, Tesla reduced production of its Model 3 and Model Y at its Shanghai plant and slashed workers’ schedules to 5 days a week from 6 and a half days.In the U.S., reviews were mixed for Tesla’s newest model — an angular pickup dubbed the Cybertruck — which the EV maker only began to sell in small numbers in December last year.A series of discounts and incentives appeared to be less effective in driving sales volume than in the past for Tesla.During the final days of the first quarter, Tesla CEO Elon Musk mandated that all sales and service staff install and demo the newest version of the company’s premium driver assistance system for customers in North America before handing over their cars. The system is marketed as Full Self-Driving but doesn’t make Tesla cars autonomous. They require a human at the wheel, ready to steer or brake at any time.Shares of Tesla dropped 29% in the first quarter, the biggest decline since the end of 2022 and the third-steepest quarterly plunge since the company’s IPO in 2010.","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":483743795286392,"gmtCreate":1759132094330,"gmtModify":1759132098359,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"htmlText":"Morgan Stanley is always wrong for stock predictions look at all the past history usually they lower for themselves to purchase it for cheaper price","listText":"Morgan Stanley is always wrong for stock predictions look at all the past history usually they lower for themselves to purchase it for cheaper price","text":"Morgan Stanley is always wrong for stock predictions look at all the past history usually they lower for themselves to purchase it for cheaper price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/483743795286392","repostId":"2571804471","repostType":2,"repost":{"id":"2571804471","kind":"live","pubTimestamp":1759130333,"share":"https://ttm.financial/m/news/2571804471?lang=en_US&edition=fundamental","pubTime":"2025-09-29 15:18","market":"nz","language":"en","title":"Novo Nordisk : Morgan Stanley Cuts Target Price to $47 From $59","url":"https://stock-news.laohu8.com/highlight/detail?id=2571804471","media":"THOMSON REUTERS","summary":"Novo Nordisk : Morgan Stanley Cuts Target Price to $47 From $59","content":"<html><body><p>Novo Nordisk : Morgan Stanley Cuts Target Price to $47 From $59</p></body></html>","source":"reuters_en_live","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>Novo Nordisk : Morgan Stanley Cuts Target Price to $47 From $59</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNovo Nordisk : Morgan Stanley Cuts Target Price to $47 From $59\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-29 15:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250929:nFWN3VF02G:1><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Novo Nordisk : Morgan Stanley Cuts Target Price to $47 From $59</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250929:nFWN3VF02G:1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4588":"碎股","BK4585":"ETF&股票定投概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","NVO":"诺和诺德","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","BK4599":"减肥药","BK4532":"文艺复兴科技持仓","BK4007":"制药"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250929:nFWN3VF02G:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2571804471","content_text":"Novo Nordisk : Morgan Stanley Cuts Target Price to $47 From $59","news_type":1,"symbols_score_info":{"NVO":0.9}},"isVote":1,"tweetType":1,"viewCount":1707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":308350747815976,"gmtCreate":1716302867846,"gmtModify":1716302872971,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> Worst stock it seem. No matter how good the reports are and the outlook the stock is not turning any bullish trend. Maybe one day it will","listText":"<a href=\"https://ttm.financial/S/PYPL\">$PayPal(PYPL)$</a> Worst stock it seem. No matter how good the reports are and the outlook the stock is not turning any bullish trend. Maybe one day it will","text":"$PayPal(PYPL)$ Worst stock it seem. No matter how good the reports are and the outlook the stock is not turning any bullish trend. Maybe one day it will","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/308350747815976","isVote":1,"tweetType":1,"viewCount":1391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377256787800384,"gmtCreate":1733132130809,"gmtModify":1733132135068,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Shorties really trying damm hard to push down even in pre market desperate move. Let all hold on and go up all the way","listText":"<a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$&nbsp;</a><v-v data-views=\"1\"></v-v> Shorties really trying damm hard to push down even in pre market desperate move. Let all hold on and go up all the way","text":"$SoFi Technologies Inc.(SOFI)$ Shorties really trying damm hard to push down even in pre market desperate move. Let all hold on and go up all the way","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/377256787800384","isVote":1,"tweetType":1,"viewCount":3054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":504532885386024,"gmtCreate":1764204101566,"gmtModify":1764208676363,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"title":"","htmlText":"It seem like if Nvidia make noise seem weird if don't they don't make noise you also feel weird because are u guilty. Somehow what u do someone is there to inject fear","listText":"It seem like if Nvidia make noise seem weird if don't they don't make noise you also feel weird because are u guilty. Somehow what u do someone is there to inject fear","text":"It seem like if Nvidia make noise seem weird if don't they don't make noise you also feel weird because are u guilty. Somehow what u do someone is there to inject fear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/504532885386024","repostId":"2586262633","repostType":2,"repost":{"id":"2586262633","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":1764203496,"share":"https://ttm.financial/m/news/2586262633?lang=en_US&edition=fundamental","pubTime":"2025-11-27 08:31","market":"us","language":"en","title":"Nvidia Is Going Out of Its Way to Rebut Online Criticism. Is This Savvy PR or Adding Fuel to the Fire?","url":"https://stock-news.laohu8.com/highlight/detail?id=2586262633","media":"Dow Jones","summary":"Nvidia has been vocal in refuting bearish critiques, and there's debate over the merits of its communications strategy. Nvidia says it's \"a generation ahead of the industry.\". With Nvidia shares  down since last week's earnings report, the world's largest company by market cap has been vocal in response to budding bearish criticisms. To some, the messaging seems consistent with what investor-relations teams should convey. But others think the company is only stoking worries further by acknowledging them.It started with a memo to sell-side analysts over the weekend, addressing a variety of concerns, from the impact of Nvidia's buyback program to the financial positions of partners like OpenAI and CoreWeave, to the company's view that it \"does not resemble historical accounting frauds\" like Enron.Are Nvidia's responses savvy public relations or a sign the company is growing worried?But to Seaport Research's Jay Goldberg, the sole sell-side analyst to carry a bearish rating on Nvidia's st","content":"<html><head></head><body><p>Nvidia has gone on the offensive - or perhaps the defensive - to reshape the recent narrative around the artificial-intelligence trade and the company&#39;s place in it.</p><p>With Nvidia shares down since last week&#39;s earnings report, the world&#39;s largest company by market cap has been vocal in response to budding bearish criticisms. To some, the messaging seems consistent with what investor-relations teams should convey. But others think the company is only stoking worries further by acknowledging them.</p><p>It started with a memo to sell-side analysts over the weekend, addressing a variety of concerns, from the impact of Nvidia&#39;s buyback program to the financial positions of partners like OpenAI and <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>, to the company&#39;s view that it &#34;does not resemble historical accounting frauds&#34; like Enron.</p><p>Then, as enthusiasm built further for Alphabet&#39;s tensor processing units, which are an alternative to the graphics processing units sold by Nvidia, the company weighed in on that conversation as well. Nvidia took to X, formerly known as Twitter, to both praise Google, but said that its own chips are a step ahead.</p><p>The post sparked colorful reactions on X, including memes likening the company to BlackBerry and messages poking fun at the use of em-dashes, a staple of ChatGPT-authored content - though MarketWatch writers and editors like them as well.</p><p>Read: Google is crushing it. Why that&#39;s worrying investors in Nvidia and other AI stocks.</p><p>Are Nvidia&#39;s responses savvy public relations or a sign the company is growing worried? Alexander Laskin, a public relations professor at Quinnipiac University, didn&#39;t directly offer a view of whether Nvidia&#39;s strategy was smart or not, but noted that it&#39;s important to understand the role of investor relations.</p><p>&#34;Investor relations is a function of managing expectations,&#34; he said in emailed commentary. &#34;It makes sense to chime in and provide the facts and clarifications.&#34;</p><p>Those on the investor relations team are supposed to help analysts better understand the business, &#34;especially if an [investor-relations officer] sees any errors in the conversation,&#34; he continued.</p><p>And Alphabet isn&#39;t exactly an upstart competitor, he noted. Google has &#34;a lot of resources to throw at AI if they decide to,&#34; meaning that &#34;Nvidia may have reasons to be worried.&#34;</p><p>FedEx made a similar move in 2018, when it directly acknowledged the threat from <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Air by saying that such fear of disruption was &#34;fantastical.&#34;</p><p>But to Seaport Research&#39;s Jay Goldberg, the sole sell-side analyst to carry a bearish rating on Nvidia&#39;s stock, the company seems to be &#34;seriously off their game this week in communications.&#34;</p><p>&#34;I saw that tweet ... and I was like, &#39;Are you guys OK?&#39;&#34; Goldberg told MarketWatch on Tuesday, adding that the messaging was akin to leaving &#34;the intern in charge while everyone else was on Thanksgiving break.&#34;</p><p>Goldberg may be bearish on Nvidia&#39;s stock, but he doesn&#39;t think Nvidia is committing accounting fraud, nor does he agree with other &#34;stupid concerns being raised online.&#34; Nonetheless, &#34;the fact that they seem to have responded to those in the selectively disclosed letter, it&#39;s just weird,&#34; he said.</p><p>The company is &#34;kind of letting it fester now,&#34; with the potential for the narrative to drag into next week, he added.</p><p>Jim Angel, a finance professor at Georgetown University&#39;s McDonough School of Business, suggested that Nvidia&#39;s letter to Wall Street analysts was a precarious move, noting &#34;there&#39;s always the legal and regulatory risk when the CEO says, &#39;Yes, everything is wonderful.&#39;&#34;</p><p>Nvidia coming out against concerns about its business could be &#34;dangerous,&#34; or it&#39;s par for the course in getting its message through to Wall Street, Angel said. But what Nvidia is trying to say and to whom is not so clear to him.</p><p>Meanwhile, Nvidia&#39;s tweet mentioning competition with Google&#39;s TPU &#34;basically raises the competition&#39;s visibility and puts the idea into people that maybe Nvidia is not the only game in town,&#34; Angel said.</p><p>Companies are expected to take risks, even with their communications strategies, Angel said, but the question remains whether or not the payoff will be worth it.</p><p>Nvidia did not immediately respond to MarketWatch&#39;s request for comment on its communications approach. MarketWatch reviewed the memo sent to sell-side analysts after it was included in a broker&#39;s research note.</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 Is Going Out of Its Way to Rebut Online Criticism. Is This Savvy PR or Adding Fuel to the Fire?</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 Is Going Out of Its Way to Rebut Online Criticism. Is This Savvy PR or Adding Fuel to the Fire?\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\">2025-11-27 08:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia has gone on the offensive - or perhaps the defensive - to reshape the recent narrative around the artificial-intelligence trade and the company&#39;s place in it.</p><p>With Nvidia shares down since last week&#39;s earnings report, the world&#39;s largest company by market cap has been vocal in response to budding bearish criticisms. To some, the messaging seems consistent with what investor-relations teams should convey. But others think the company is only stoking worries further by acknowledging them.</p><p>It started with a memo to sell-side analysts over the weekend, addressing a variety of concerns, from the impact of Nvidia&#39;s buyback program to the financial positions of partners like OpenAI and <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>, to the company&#39;s view that it &#34;does not resemble historical accounting frauds&#34; like Enron.</p><p>Then, as enthusiasm built further for Alphabet&#39;s tensor processing units, which are an alternative to the graphics processing units sold by Nvidia, the company weighed in on that conversation as well. Nvidia took to X, formerly known as Twitter, to both praise Google, but said that its own chips are a step ahead.</p><p>The post sparked colorful reactions on X, including memes likening the company to BlackBerry and messages poking fun at the use of em-dashes, a staple of ChatGPT-authored content - though MarketWatch writers and editors like them as well.</p><p>Read: Google is crushing it. Why that&#39;s worrying investors in Nvidia and other AI stocks.</p><p>Are Nvidia&#39;s responses savvy public relations or a sign the company is growing worried? Alexander Laskin, a public relations professor at Quinnipiac University, didn&#39;t directly offer a view of whether Nvidia&#39;s strategy was smart or not, but noted that it&#39;s important to understand the role of investor relations.</p><p>&#34;Investor relations is a function of managing expectations,&#34; he said in emailed commentary. &#34;It makes sense to chime in and provide the facts and clarifications.&#34;</p><p>Those on the investor relations team are supposed to help analysts better understand the business, &#34;especially if an [investor-relations officer] sees any errors in the conversation,&#34; he continued.</p><p>And Alphabet isn&#39;t exactly an upstart competitor, he noted. Google has &#34;a lot of resources to throw at AI if they decide to,&#34; meaning that &#34;Nvidia may have reasons to be worried.&#34;</p><p>FedEx made a similar move in 2018, when it directly acknowledged the threat from <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Air by saying that such fear of disruption was &#34;fantastical.&#34;</p><p>But to Seaport Research&#39;s Jay Goldberg, the sole sell-side analyst to carry a bearish rating on Nvidia&#39;s stock, the company seems to be &#34;seriously off their game this week in communications.&#34;</p><p>&#34;I saw that tweet ... and I was like, &#39;Are you guys OK?&#39;&#34; Goldberg told MarketWatch on Tuesday, adding that the messaging was akin to leaving &#34;the intern in charge while everyone else was on Thanksgiving break.&#34;</p><p>Goldberg may be bearish on Nvidia&#39;s stock, but he doesn&#39;t think Nvidia is committing accounting fraud, nor does he agree with other &#34;stupid concerns being raised online.&#34; Nonetheless, &#34;the fact that they seem to have responded to those in the selectively disclosed letter, it&#39;s just weird,&#34; he said.</p><p>The company is &#34;kind of letting it fester now,&#34; with the potential for the narrative to drag into next week, he added.</p><p>Jim Angel, a finance professor at Georgetown University&#39;s McDonough School of Business, suggested that Nvidia&#39;s letter to Wall Street analysts was a precarious move, noting &#34;there&#39;s always the legal and regulatory risk when the CEO says, &#39;Yes, everything is wonderful.&#39;&#34;</p><p>Nvidia coming out against concerns about its business could be &#34;dangerous,&#34; or it&#39;s par for the course in getting its message through to Wall Street, Angel said. But what Nvidia is trying to say and to whom is not so clear to him.</p><p>Meanwhile, Nvidia&#39;s tweet mentioning competition with Google&#39;s TPU &#34;basically raises the competition&#39;s visibility and puts the idea into people that maybe Nvidia is not the only game in town,&#34; Angel said.</p><p>Companies are expected to take risks, even with their communications strategies, Angel said, but the question remains whether or not the payoff will be worth it.</p><p>Nvidia did not immediately respond to MarketWatch&#39;s request for comment on its communications approach. MarketWatch reviewed the memo sent to sell-side analysts after it was included in a broker&#39;s research note.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","BK4077":"互动媒体与服务","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK4503":"景林资产持仓","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","BK4605":"半导体精选","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","NVDA":"英伟达","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1917777945.USD":"安联专题基金Cl AT Acc","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586262633","content_text":"Nvidia has gone on the offensive - or perhaps the defensive - to reshape the recent narrative around the artificial-intelligence trade and the company's place in it.With Nvidia shares down since last week's earnings report, the world's largest company by market cap has been vocal in response to budding bearish criticisms. To some, the messaging seems consistent with what investor-relations teams should convey. But others think the company is only stoking worries further by acknowledging them.It started with a memo to sell-side analysts over the weekend, addressing a variety of concerns, from the impact of Nvidia's buyback program to the financial positions of partners like OpenAI and CoreWeave, to the company's view that it \"does not resemble historical accounting frauds\" like Enron.Then, as enthusiasm built further for Alphabet's tensor processing units, which are an alternative to the graphics processing units sold by Nvidia, the company weighed in on that conversation as well. Nvidia took to X, formerly known as Twitter, to both praise Google, but said that its own chips are a step ahead.The post sparked colorful reactions on X, including memes likening the company to BlackBerry and messages poking fun at the use of em-dashes, a staple of ChatGPT-authored content - though MarketWatch writers and editors like them as well.Read: Google is crushing it. Why that's worrying investors in Nvidia and other AI stocks.Are Nvidia's responses savvy public relations or a sign the company is growing worried? Alexander Laskin, a public relations professor at Quinnipiac University, didn't directly offer a view of whether Nvidia's strategy was smart or not, but noted that it's important to understand the role of investor relations.\"Investor relations is a function of managing expectations,\" he said in emailed commentary. \"It makes sense to chime in and provide the facts and clarifications.\"Those on the investor relations team are supposed to help analysts better understand the business, \"especially if an [investor-relations officer] sees any errors in the conversation,\" he continued.And Alphabet isn't exactly an upstart competitor, he noted. Google has \"a lot of resources to throw at AI if they decide to,\" meaning that \"Nvidia may have reasons to be worried.\"FedEx made a similar move in 2018, when it directly acknowledged the threat from Amazon Air by saying that such fear of disruption was \"fantastical.\"But to Seaport Research's Jay Goldberg, the sole sell-side analyst to carry a bearish rating on Nvidia's stock, the company seems to be \"seriously off their game this week in communications.\"\"I saw that tweet ... and I was like, 'Are you guys OK?'\" Goldberg told MarketWatch on Tuesday, adding that the messaging was akin to leaving \"the intern in charge while everyone else was on Thanksgiving break.\"Goldberg may be bearish on Nvidia's stock, but he doesn't think Nvidia is committing accounting fraud, nor does he agree with other \"stupid concerns being raised online.\" Nonetheless, \"the fact that they seem to have responded to those in the selectively disclosed letter, it's just weird,\" he said.The company is \"kind of letting it fester now,\" with the potential for the narrative to drag into next week, he added.Jim Angel, a finance professor at Georgetown University's McDonough School of Business, suggested that Nvidia's letter to Wall Street analysts was a precarious move, noting \"there's always the legal and regulatory risk when the CEO says, 'Yes, everything is wonderful.'\"Nvidia coming out against concerns about its business could be \"dangerous,\" or it's par for the course in getting its message through to Wall Street, Angel said. But what Nvidia is trying to say and to whom is not so clear to him.Meanwhile, Nvidia's tweet mentioning competition with Google's TPU \"basically raises the competition's visibility and puts the idea into people that maybe Nvidia is not the only game in town,\" Angel said.Companies are expected to take risks, even with their communications strategies, Angel said, but the question remains whether or not the payoff will be worth it.Nvidia did not immediately respond to MarketWatch's request for comment on its communications approach. MarketWatch reviewed the memo sent to sell-side analysts after it was included in a broker's research note.","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":472249496674336,"gmtCreate":1756331088694,"gmtModify":1756331092502,"author":{"id":"3577569919471507","authorId":"3577569919471507","name":"DreamZ85","avatar":"https://static.tigerbbs.com/4f88a546cd1787f83e30c21f07ed2b3a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577569919471507","authorIdStr":"3577569919471507"},"themes":[],"htmlText":"What is your definition of lukewarm? Analysis put the estimate so high and it want co to hit it ? Why don't u put it to AMD ?","listText":"What is your definition of lukewarm? Analysis put the estimate so high and it want co to hit it ? Why don't u put it to AMD ?","text":"What is your definition of lukewarm? Analysis put the estimate so high and it want co to hit it ? Why don't u put it to AMD ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/472249496674336","repostId":"1123684783","repostType":2,"repost":{"id":"1123684783","kind":"news","pubTimestamp":1756368054,"share":"https://ttm.financial/m/news/1123684783?lang=en_US&edition=fundamental","pubTime":"2025-08-28 16:00","market":"us","language":"en","title":"Nvidia Gives Lukewarm Forecast, Stoking Fears of AI Slowdown","url":"https://stock-news.laohu8.com/highlight/detail?id=1123684783","media":"Bloomberg","summary":"The world’s most valuable publicly traded company gave a tepid revenue forecast for the current period, fueling concerns that a massive run-up in artificial intelligence spending is slowing.","content":"<div>\n<p>Quarterly data-center sales miss estimatesSees third-quarter revenue of $54 billion plus or minus 2%Company adds $60 billion to share buyback planNo H20 sales to China customers in second ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-08-27/nvidia-gives-lackluster-forecast-stoking-fears-of-ai-slowdown?srnd=homepage-americas\">Source Link</a>\n\n</div>\n","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Gives Lukewarm Forecast, Stoking Fears of AI Slowdown</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Gives Lukewarm Forecast, Stoking Fears of AI Slowdown\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-28 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2025-08-27/nvidia-gives-lackluster-forecast-stoking-fears-of-ai-slowdown?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Quarterly data-center sales miss estimatesSees third-quarter revenue of $54 billion plus or minus 2%Company adds $60 billion to share buyback planNo H20 sales to China customers in second ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2025-08-27/nvidia-gives-lackluster-forecast-stoking-fears-of-ai-slowdown?srnd=homepage-americas\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.bloomberg.com/news/articles/2025-08-27/nvidia-gives-lackluster-forecast-stoking-fears-of-ai-slowdown?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123684783","content_text":"Quarterly data-center sales miss estimatesSees third-quarter revenue of $54 billion plus or minus 2%Company adds $60 billion to share buyback planNo H20 sales to China customers in second quarterNvidia Corp., the world’s most valuable company, gave a tepid revenue forecast for the current period, signaling that growth is decelerating after a staggering two-year boom in artificial intelligence spending.Nvidia shares fell about 2% in premarket trading following the announcement. Sales will be roughly $54 billion in the fiscal third quarter, which runs through October, the company said in a statement Wednesday. Though that was in line with the average Wall Street estimate, some analysts had projected more than $60 billion.The outlook adds to concern that the pace of investment in AI systems is unsustainable. Difficulties in China also have clouded Nvidia’s business. Though the Trump administration recently eased curbs on exports of some AI chips to that country, the reprieve hasn’t yet translated into a rebound in revenue.During a conference call with analysts Wednesday, the company’s leadership rejected the notion that interest in deploying AI infrastructure was flagging.“The opportunity ahead is immense,” Chief Executive Officer Jensen Huang said. “We see $3 trillion to $4 trillion in AI infrastructure spend by the end of the decade.”The company also approved an additional $60 billion in stock buybacks. Nvidia had $14.7 billion remaining under its previous repurchase plan at the end of the second quarter.Sales in that period, which ended July 27, rose 56% to $46.7 billion. That compared with an average estimate of $46.2 billion. Though the gain added more than $16 billion in quarterly revenue from a year earlier, it was the smallest percentage increase in more than two years.Second-quarter profit was $1.05 a share, minus certain items. Wall Street was looking for $1.01.The data center unit, a division that’s now larger by itself than any other chipmaker, had sales of $41.1 billion. That compares with an average estimate of $41.3 billion. Gaming-related revenue — once Nvidia’s main source of income — was $4.29 billion. Analysts projected $3.8 billion on average. The automotive segment generated $586 million in sales, a bit shy of estimates.The results showed hints that spending by giant data center operators “could tighten at the margins if near-term returns from AI applications remain difficult to quantify,” Emarketer analyst Jacob Bourne said in a note.Nvidia is still dealing with the fallout from a growing US-China rivalry, where semiconductor technology has become a major flashpoint. In April, the Trump administration tightened restrictions on exports of data center processors to Chinese customers, effectively shutting Nvidia out of the market. Washington has subsequently rolled that back, saying that the US will allow some shipments in return for a 15% slice of the revenue.At the same time, Beijing has encouraged a move away from using US technology in AI systems accessed by the Chinese government. The shifting policies have made it difficult for Wall Street to predict how much revenue Nvidia might be able to recover in the market. Some analysts have made projections in the billions of dollars, while others have refused to predict any China sales until the company makes the situation clearer.Heading into the earnings report, Nvidia analysts had a roughly $15 billion gap between their highest and lowest estimates for third-quarter revenue — one of the largest such ranges in the history of the company.Nvidia said it didn’t record any sales of its H20 AI chip to China-based customers in the second quarter, a decline of about $4 billion in revenue from the prior period. The third-quarter forecast excluded H20 sales as well.Nvidia also noted that the US government hasn’t yet codified its plan to take a 15% cut of revenue from China AI chip sales. And it acknowledged risks to enacting the policy.“Any request for a percentage of the revenue by the USG may subject us to litigation, increase our costs, and harm our competitive position and benefit competitors that are not subject to such arrangements,” Nvidia said in a filing.Ultimately, $2 billion to $5 billion in H20 chips could be shipped to China in the current quarter, Nvidia said. The number depends on getting licenses from the US government, clearance that a “few” customers have received so far.“If we had more orders, we can bill more,” Chief Financial Officer Colette Kress said during the conference call. She also said the company continues to urge the US government to approve a version of the more up-to-date Blackwell chip for sale in China.“The opportunity for us to bring Blackwell to the China market is a real possibility,” Huang said. “We just have to keep advocating the sensibility of and the importance of American tech companies to be able to lead and win the AI race.”If Nvidia was allowed to ship more capable products to the Asian nation, it would be able to take advantage of a $50 billion opportunity there, Huang said. Huge demand for AI systems in China means that market is set to grow at 50% a year, he said.Under Huang, the 32-year-old chipmaker has suddenly become the biggest success story in the technology industry. Throughout most of its history, Nvidia lived in the shadow of larger rivals such as Intel Corp., carving out a modest living selling graphics processors to computer gamers.Nvidia’s biggest breakthrough came when it adapted its graphics processing units, or GPUs, to run artificial intelligence software — creating something Huang calls accelerated computing.As recently as 2022, Nvidia was a fraction of Intel’s size and booking less revenue in a year than it now generates in a quarter. These days, Nvidia is on course for annual sales of $200 billion — with the number estimated to eclipse $300 billion by 2028. That would give the company about a third of the chip industry’s total revenue.But Nvidia is largely dependent on the spending plans of just a few companies. Microsoft Corp., Amazon.com Inc. and other giant data center operators account for about half of its sales. To diversify the business, Huang is pushing into new markets and providing a wider range of products. That includes offering complete computers, networking gear, software and services.He’s determined to accelerate the adoption of AI across the economy, and he pushes his team to produce new hardware and software at a frenetic pace.For now, the Santa Clara, California-based company is largely unchallenged in the market for its AI chips, known as accelerators. In-house efforts by companies such as Amazon and early-stage challenges from would-be rivals such as Advanced Micro Devices Inc. haven’t yet made a significant dent in its market share.But the company faces other headaches. Aside from Nvidia’s struggles in China, the biggest impediment to growth has been the availability of supply. Like most chipmakers, Nvidia doesn’t own factories and relies on outsourced production, chiefly from Taiwan Semiconductor Manufacturing Co. Ramping up production of new technology remains an ongoing challenge.","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}