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2022-10-05

i would like to see when coinbase will break USD40...

Coinbase boost from higher interest rates is 'highly underappreciated'

2022-12-26

Nvdia 3rd quarter's EPS is $0.27 but not $0.57.

2 Semiconductor Stocks To Watch This Week: Nvidia, AMD

01-29

simple, coz Co-pilot is crap!

Why Microsoft's Stock Is Getting Punished After Earnings

2022-11-18

coinbase is a losing business... and somemore in risky crypto segment.....

Sorry, the original content has been removed

2025-02-14

palatir still cheap!

Sorry, the original content has been removed

2022-11-18

what do you mean by improving profit margins.. if it's improved, then the profit won't tank so much...

Sorry, the original content has been removed

2022-11-17

such a bad results... it should be SELL.

Sorry, the original content has been removed

Go to Tiger App to see more news

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coz Co-pilot is crap!","listText":"simple, coz Co-pilot is crap!","text":"simple, coz Co-pilot is crap!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526994016175720","repostId":"2607722160","repostType":2,"repost":{"id":"2607722160","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":1769648784,"share":"https://ttm.financial/m/news/2607722160?lang=en_US&edition=fundamental","pubTime":"2026-01-29 09:06","market":"hk","language":"en","title":"Why Microsoft's Stock Is Getting Punished After Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2607722160","media":"Dow Jones","summary":"Investors focused on the balance between AI spending and AI revenue wanted more juice from Microsoft's cloud business in the latest quarter. Microsoft CFO Amy Hood suggested the company could be growing faster in the cloud if it wanted to, but that would come at the expense of resources for internal developers.It's Microsoft's turn to be in the investor doghouse over artificial-intelligence spending.Three months ago, Meta Platforms  seemed to be Wall Street's punching bag in response to AI expenses that were potentially out of whack with AI revenue. But Meta's 7.3% stock climb in Wednesday's extended session, following the company's own earnings report, suggests investors are now more at peace with the balance between AI investments and monetization over there.Not so with Microsoft , whose shares were off 6.7% in Wednesday's extended trading, a move that would constitute their largest post-earnings drop in more than three years if it were to hold through the close of Thursday's regular","content":"<html><head></head><body><p>It&#39;s Microsoft&#39;s turn to be in the investor doghouse over artificial-intelligence spending.</p><p>Three months ago, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) seemed to be Wall Street&#39;s punching bag in response to AI expenses that were potentially out of whack with AI revenue. 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But some investors clearly were hoping for more, especially as capital-expenditure spending soared 66% relative to a year before, hitting $37.5 billion inclusive of finance leases.</p><p>This dynamic was a hot topic on Microsoft&#39;s earnings call. &#34;One of the core issues&#34; dogging Microsoft investors, according to Morgan Stanley&#39;s Keith Weiss, is that spending came in higher than expected while Azure has been growing &#34;maybe&#34; a bit slower than hoped.</p><p>&#34;And I think that fundamentally comes down to a concern on the ROI on this capex spend over time,&#34; he told management on the call, referring to returns on investment.</p><p>Microsoft was once viewed to be in a better spot than Meta in terms of AI monetization. Microsoft could cash in on AI spending directly, through its cloud-computing business. Meta, meanwhile, had to prove to investors that AI was paying off through better content recommendations and improved advertising targeting.</p><p>But with tight supply of chips from <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> (NVDA) and others, Microsoft is short on cloud capacity relative to its demand. And the company has had to make tough choices about how to allocate resources. Management suggested that if the company put more graphics processing units toward serving third parties in the cloud, that would come at the expense of internal developers who need GPUs to build other Microsoft services.</p><p>&#34;We&#39;re really making long-term decisions,&#34; CFO Amy Hood said on the earnings call. The company wants to make sure it&#39;s &#34;investing in the long-term nature of R&amp;D and product innovation,&#34; a reference to research and development.</p><p>Microsoft expects 37% to 38% growth in Azure cloud-computing revenue on a constant-currency basis in the March quarter, while analysts had been modeling 37%. But Hood suggested investors should think of the company&#39;s guidance more as &#34;allocated capacity,&#34; meaning that Microsoft presumably could be growing faster there if it chose to shift more of its limited resources in Azure&#39;s direction.</p><p>The commentary failed to stem the after-hours decline in Microsoft shares. &#34;Even with top- and bottom-line beats, capex remains the market&#39;s central concern for hyperscalers, as trader focus shifts from growth optics to the timing and payoff of AI investment,&#34; Jake Behan, the head of capital markets at ETF provider Direxion, said in emailed comments.</p><p>He noted that Microsoft&#39;s lack of Azure upside could also underscore competitive fears.</p><p>While <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com&#39;s stock (AMZN) was off fractionally in the extended session, Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> moved almost 2% higher, implying investors think the company might be on track for a more impressive cloud performance relative to Wall Street&#39;s expectations.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Microsoft's Stock Is Getting Punished After Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Microsoft's Stock Is Getting Punished After Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-29 09:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It&#39;s Microsoft&#39;s turn to be in the investor doghouse over artificial-intelligence spending.</p><p>Three months ago, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) seemed to be Wall Street&#39;s punching bag in response to AI expenses that were potentially out of whack with AI revenue. But Meta&#39;s 7.3% stock climb in Wednesday&#39;s extended session, following the company&#39;s own earnings report, suggests investors are now more at peace with the balance between AI investments and monetization over there.</p><p>Not so with Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, whose shares were off 6.7% in Wednesday&#39;s extended trading, a move that would constitute their largest post-earnings drop in more than three years if it were to hold through the close of Thursday&#39;s regular session.</p><p>Microsoft&#39;s headline results beat expectations, and Azure cloud-computing growth rose 38% in constant currency, hitting Wall Street&#39;s mark. But some investors clearly were hoping for more, especially as capital-expenditure spending soared 66% relative to a year before, hitting $37.5 billion inclusive of finance leases.</p><p>This dynamic was a hot topic on Microsoft&#39;s earnings call. &#34;One of the core issues&#34; dogging Microsoft investors, according to Morgan Stanley&#39;s Keith Weiss, is that spending came in higher than expected while Azure has been growing &#34;maybe&#34; a bit slower than hoped.</p><p>&#34;And I think that fundamentally comes down to a concern on the ROI on this capex spend over time,&#34; he told management on the call, referring to returns on investment.</p><p>Microsoft was once viewed to be in a better spot than Meta in terms of AI monetization. Microsoft could cash in on AI spending directly, through its cloud-computing business. Meta, meanwhile, had to prove to investors that AI was paying off through better content recommendations and improved advertising targeting.</p><p>But with tight supply of chips from <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> (NVDA) and others, Microsoft is short on cloud capacity relative to its demand. And the company has had to make tough choices about how to allocate resources. Management suggested that if the company put more graphics processing units toward serving third parties in the cloud, that would come at the expense of internal developers who need GPUs to build other Microsoft services.</p><p>&#34;We&#39;re really making long-term decisions,&#34; CFO Amy Hood said on the earnings call. The company wants to make sure it&#39;s &#34;investing in the long-term nature of R&amp;D and product innovation,&#34; a reference to research and development.</p><p>Microsoft expects 37% to 38% growth in Azure cloud-computing revenue on a constant-currency basis in the March quarter, while analysts had been modeling 37%. But Hood suggested investors should think of the company&#39;s guidance more as &#34;allocated capacity,&#34; meaning that Microsoft presumably could be growing faster there if it chose to shift more of its limited resources in Azure&#39;s direction.</p><p>The commentary failed to stem the after-hours decline in Microsoft shares. &#34;Even with top- and bottom-line beats, capex remains the market&#39;s central concern for hyperscalers, as trader focus shifts from growth optics to the timing and payoff of AI investment,&#34; Jake Behan, the head of capital markets at ETF provider Direxion, said in emailed comments.</p><p>He noted that Microsoft&#39;s lack of Azure upside could also underscore competitive fears.</p><p>While <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com&#39;s stock (AMZN) was off fractionally in the extended session, Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> moved almost 2% higher, implying investors think the company might be on track for a more impressive cloud performance relative to Wall Street&#39;s expectations.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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USD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2607722160","content_text":"It's Microsoft's turn to be in the investor doghouse over artificial-intelligence spending.Three months ago, Meta Platforms (META) seemed to be Wall Street's punching bag in response to AI expenses that were potentially out of whack with AI revenue. But Meta's 7.3% stock climb in Wednesday's extended session, following the company's own earnings report, suggests investors are now more at peace with the balance between AI investments and monetization over there.Not so with Microsoft $(MSFT)$, whose shares were off 6.7% in Wednesday's extended trading, a move that would constitute their largest post-earnings drop in more than three years if it were to hold through the close of Thursday's regular session.Microsoft's headline results beat expectations, and Azure cloud-computing growth rose 38% in constant currency, hitting Wall Street's mark. But some investors clearly were hoping for more, especially as capital-expenditure spending soared 66% relative to a year before, hitting $37.5 billion inclusive of finance leases.This dynamic was a hot topic on Microsoft's earnings call. \"One of the core issues\" dogging Microsoft investors, according to Morgan Stanley's Keith Weiss, is that spending came in higher than expected while Azure has been growing \"maybe\" a bit slower than hoped.\"And I think that fundamentally comes down to a concern on the ROI on this capex spend over time,\" he told management on the call, referring to returns on investment.Microsoft was once viewed to be in a better spot than Meta in terms of AI monetization. Microsoft could cash in on AI spending directly, through its cloud-computing business. Meta, meanwhile, had to prove to investors that AI was paying off through better content recommendations and improved advertising targeting.But with tight supply of chips from Nvidia (NVDA) and others, Microsoft is short on cloud capacity relative to its demand. And the company has had to make tough choices about how to allocate resources. Management suggested that if the company put more graphics processing units toward serving third parties in the cloud, that would come at the expense of internal developers who need GPUs to build other Microsoft services.\"We're really making long-term decisions,\" CFO Amy Hood said on the earnings call. The company wants to make sure it's \"investing in the long-term nature of R&D and product innovation,\" a reference to research and development.Microsoft expects 37% to 38% growth in Azure cloud-computing revenue on a constant-currency basis in the March quarter, while analysts had been modeling 37%. But Hood suggested investors should think of the company's guidance more as \"allocated capacity,\" meaning that Microsoft presumably could be growing faster there if it chose to shift more of its limited resources in Azure's direction.The commentary failed to stem the after-hours decline in Microsoft shares. \"Even with top- and bottom-line beats, capex remains the market's central concern for hyperscalers, as trader focus shifts from growth optics to the timing and payoff of AI investment,\" Jake Behan, the head of capital markets at ETF provider Direxion, said in emailed comments.He noted that Microsoft's lack of Azure upside could also underscore competitive fears.While Amazon.com's stock (AMZN) was off fractionally in the extended session, Alphabet's $(GOOGL)$ $(GOOG)$ moved almost 2% higher, implying investors think the company might be on track for a more impressive cloud performance relative to Wall Street's expectations.","news_type":1,"symbols_score_info":{"MSFT":2}},"isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":403211713532272,"gmtCreate":1739474447212,"gmtModify":1739474451135,"author":{"id":"4108530325156520","authorId":"4108530325156520","name":"CHG","avatar":"https://community-static.tradeup.com/news/df7b29a451befc915ba577c329fc0faa","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4108530325156520","idStr":"4108530325156520"},"themes":[],"title":"","htmlText":"palatir still cheap!","listText":"palatir still cheap!","text":"palatir still cheap!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/403211713532272","repostId":"1117779532","repostType":2,"isVote":1,"tweetType":1,"viewCount":2196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925246053,"gmtCreate":1672047029372,"gmtModify":1676538626749,"author":{"id":"4108530325156520","authorId":"4108530325156520","name":"CHG","avatar":"https://community-static.tradeup.com/news/df7b29a451befc915ba577c329fc0faa","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4108530325156520","idStr":"4108530325156520"},"themes":[],"title":"","htmlText":"Nvdia 3rd quarter's EPS is $0.27 but not $0.57.&nbsp;","listText":"Nvdia 3rd quarter's EPS is $0.27 but not $0.57.&nbsp;","text":"Nvdia 3rd quarter's EPS is $0.27 but not $0.57.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925246053","repostId":"1195195659","repostType":2,"isVote":1,"tweetType":1,"viewCount":2445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963715957,"gmtCreate":1668756870180,"gmtModify":1676538108833,"author":{"id":"4108530325156520","authorId":"4108530325156520","name":"CHG","avatar":"https://community-static.tradeup.com/news/df7b29a451befc915ba577c329fc0faa","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4108530325156520","idStr":"4108530325156520"},"themes":[],"title":"","htmlText":"what do you mean by improving profit margins.. if it's improved, then the profit won't tank so much...","listText":"what do you mean by improving profit margins.. if it's improved, then the profit won't tank so much...","text":"what do you mean by improving profit margins.. if it's improved, then the profit won't tank so much...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963715957","repostId":"2284974700","repostType":2,"isVote":1,"tweetType":1,"viewCount":1993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963712501,"gmtCreate":1668756795304,"gmtModify":1676538108809,"author":{"id":"4108530325156520","authorId":"4108530325156520","name":"CHG","avatar":"https://community-static.tradeup.com/news/df7b29a451befc915ba577c329fc0faa","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4108530325156520","idStr":"4108530325156520"},"themes":[],"title":"","htmlText":"coinbase is a losing business... and somemore in risky crypto segment.....&nbsp;","listText":"coinbase is a losing business... and somemore in risky crypto segment.....&nbsp;","text":"coinbase is a losing business... and somemore in risky crypto segment.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963712501","repostId":"2284079100","repostType":2,"isVote":1,"tweetType":1,"viewCount":1832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963281666,"gmtCreate":1668692530656,"gmtModify":1676538097952,"author":{"id":"4108530325156520","authorId":"4108530325156520","name":"CHG","avatar":"https://community-static.tradeup.com/news/df7b29a451befc915ba577c329fc0faa","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4108530325156520","idStr":"4108530325156520"},"themes":[],"title":"","htmlText":"such a bad results... it should be SELL.","listText":"such a bad results... it should be SELL.","text":"such a bad results... it should be SELL.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963281666","repostId":"2284762314","repostType":2,"repost":{"id":"2284762314","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1668692622,"share":"https://ttm.financial/m/news/2284762314?lang=en_US&edition=fundamental","pubTime":"2022-11-17 21:43","market":"us","language":"en","title":"NVIDIA To $200? These Analysts Revise Price Targets On The Chip Maker Following Q3 Results","url":"https://stock-news.laohu8.com/highlight/detail?id=2284762314","media":"Benzinga","summary":"NVIDIA Corporation (NASDAQ: NVDA) posted  weaker-than-expected . earnings for its third quarter, but topped sales expectations.","content":"<html><body><p><strong>NVIDIA Corporation</strong> (NASDAQ:NVDA) posted  weaker-than-expected . earnings for its third quarter, but topped sales expectations.</p>\n<p>Nvidia reported third-quarter revenue of $5.93 billion, down 17% year-over-year. The revenue total beat a Street estimate of $5.77 billion. The company reported earnings per share of 58 cents in the quarter, down 50% year-over-year. Earnings per share missed a Street estimate of 69 cents per share.</p>\n<p>NVIDIA said it sees Q4 revenue of $6 billion, plus or minus 2%. The Street estimate is $6.09 billion.</p>\n<p>NVIDIA shares gained 0.7% to $160.25 in pre-market trading.</p>\n<p>These analysts made changes to their price targets on NVIDIA after the company released quarterly results.</p><ul>\n<li><strong>Deutsche Bank</strong> raised price target on Home Depot from $140 to $150. Deutsche Bank analyst Ross Seymore maintained a Hold rating on the stock.</li>\n<li><strong>Needham</strong> raised NVIDIA price target from $155 to $200. Needham analyst Rajvindra Gill maintained a Buy rating on the stock.</li>\n<li><strong>Mizuho</strong> lowered the price target on the stock from $205 to $200. Mizuho analyst Vijay Rakesh maintained the stock with a Buy.</li>\n<li><strong>Raymond James</strong> cut NVIDIA’s price target from $210 to $190. Raymond James analyst Melissa Fairbanks maintained the stock with a Strong Buy.</li>\n</ul>\n</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 To $200? These Analysts Revise Price Targets On The Chip Maker Following Q3 Results</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 To $200? These Analysts Revise Price Targets On The Chip Maker Following Q3 Results\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-11-17 21:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong>NVIDIA Corporation</strong> (NASDAQ:NVDA) posted  weaker-than-expected . earnings for its third quarter, but topped sales expectations.</p>\n<p>Nvidia reported third-quarter revenue of $5.93 billion, down 17% year-over-year. The revenue total beat a Street estimate of $5.77 billion. The company reported earnings per share of 58 cents in the quarter, down 50% year-over-year. Earnings per share missed a Street estimate of 69 cents per share.</p>\n<p>NVIDIA said it sees Q4 revenue of $6 billion, plus or minus 2%. The Street estimate is $6.09 billion.</p>\n<p>NVIDIA shares gained 0.7% to $160.25 in pre-market trading.</p>\n<p>These analysts made changes to their price targets on NVIDIA after the company released quarterly results.</p><ul>\n<li><strong>Deutsche Bank</strong> raised price target on Home Depot from $140 to $150. Deutsche Bank analyst Ross Seymore maintained a Hold rating on the stock.</li>\n<li><strong>Needham</strong> raised NVIDIA price target from $155 to $200. Needham analyst Rajvindra Gill maintained a Buy rating on the stock.</li>\n<li><strong>Mizuho</strong> lowered the price target on the stock from $205 to $200. Mizuho analyst Vijay Rakesh maintained the stock with a Buy.</li>\n<li><strong>Raymond James</strong> cut NVIDIA’s price target from $210 to $190. Raymond James analyst Melissa Fairbanks maintained the stock with a Strong Buy.</li>\n</ul>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4141":"半导体产品","BK4503":"景林资产持仓","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4581":"高盛持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","NVDA":"英伟达","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","SG9999002232.USD":"Allianz Global High Payout USD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4549":"软银资本持仓","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1923622614.USD":"Natixis Thematics Meta R/A USD","BK4550":"红杉资本持仓","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4579":"人工智能","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4548":"巴美列捷福持仓","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4551":"寇图资本持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4543":"AI","BK4527":"明星科技股","LU0109392836.USD":"富兰克林科技股A","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4567":"ESG概念"},"source_url":"https://www.benzinga.com/news/earnings/22/11/29764141/nvidia-to-200-these-analysts-revise-price-targets-on-the-chip-maker-following-q3-results","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2284762314","content_text":"NVIDIA Corporation (NASDAQ:NVDA) posted  weaker-than-expected . earnings for its third quarter, but topped sales expectations.\nNvidia reported third-quarter revenue of $5.93 billion, down 17% year-over-year. The revenue total beat a Street estimate of $5.77 billion. The company reported earnings per share of 58 cents in the quarter, down 50% year-over-year. Earnings per share missed a Street estimate of 69 cents per share.\nNVIDIA said it sees Q4 revenue of $6 billion, plus or minus 2%. The Street estimate is $6.09 billion.\nNVIDIA shares gained 0.7% to $160.25 in pre-market trading.\nThese analysts made changes to their price targets on NVIDIA after the company released quarterly results.\nDeutsche Bank raised price target on Home Depot from $140 to $150. Deutsche Bank analyst Ross Seymore maintained a Hold rating on the stock.\nNeedham raised NVIDIA price target from $155 to $200. Needham analyst Rajvindra Gill maintained a Buy rating on the stock.\nMizuho lowered the price target on the stock from $205 to $200. Mizuho analyst Vijay Rakesh maintained the stock with a Buy.\nRaymond James cut NVIDIA’s price target from $210 to $190. Raymond James analyst Melissa Fairbanks maintained the stock with a Strong Buy.","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":2157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9915119299,"gmtCreate":1664980626311,"gmtModify":1676537538949,"author":{"id":"4108530325156520","authorId":"4108530325156520","name":"CHG","avatar":"https://community-static.tradeup.com/news/df7b29a451befc915ba577c329fc0faa","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4108530325156520","idStr":"4108530325156520"},"themes":[],"title":"","htmlText":"i would like to see when coinbase will break USD40...&nbsp;","listText":"i would like to see when coinbase will break USD40...&nbsp;","text":"i would like to see when coinbase will break USD40...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9915119299","repostId":"2273810496","repostType":2,"isVote":1,"tweetType":1,"viewCount":3182,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000509","authorId":"9000000000000509","name":"LeonaClemens","avatar":"https://static.tigerbbs.com/3ebd4cda9e17932ffd422783f57c1fb0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000509","idStr":"9000000000000509"},"content":"COIN may never back to 40 USD if we are still in bear market of crypto.","text":"COIN may never back to 40 USD if we are still in bear market of crypto.","html":"COIN may never back to 40 USD if we are still in bear market of crypto."},{"author":{"id":"9000000000000487","authorId":"9000000000000487","name":"MaudNelly","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000487","idStr":"9000000000000487"},"content":"I think it's hard for COIN to do so.","text":"I think it's hard for COIN to do so.","html":"I think it's hard for COIN to do so."}],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9915119299,"gmtCreate":1664980626311,"gmtModify":1676537538949,"author":{"id":"4108530325156520","authorId":"4108530325156520","name":"CHG","avatar":"https://community-static.tradeup.com/news/df7b29a451befc915ba577c329fc0faa","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4108530325156520","idStr":"4108530325156520"},"themes":[],"title":"","htmlText":"i would like to see when coinbase will break USD40...&nbsp;","listText":"i would like to see when coinbase will break USD40...&nbsp;","text":"i would like to see when coinbase will break USD40...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9915119299","repostId":"2273810496","repostType":2,"repost":{"id":"2273810496","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":1664975640,"share":"https://ttm.financial/m/news/2273810496?lang=en_US&edition=fundamental","pubTime":"2022-10-05 21:14","market":"hk","language":"en","title":"Coinbase boost from higher interest rates is 'highly underappreciated'","url":"https://stock-news.laohu8.com/highlight/detail?id=2273810496","media":"Dow Jones","summary":"MW Coinbase boost from higher interest rates is 'highly underappreciated'\n\n\n  By Tomi Kilgore \n\n\n  O","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Coinbase boost from higher interest rates is 'highly underappreciated'\n</p>\n<p>\n  By Tomi Kilgore \n</p>\n<p>\n  Oppenheimer analyst reiterates bullish stance on crypto trading platform, and sees potential upside for stock of more than 40% \n</p>\n<p>\n  Coinbase Global Inc. stock has potential to rally more than 40% from current levels, according to Oppenheimer analyst Owen Lau, who said the potential benefits to the cryptocurrency platform from higher interest rates are \"highly underappreciated.\" \n</p>\n<p>\n  Lau reiterated the outperform rating he's had on the stock since May 2021, just after Coinbase went public. He kept his price target at $107, which implied 43.6% upside from Tuesday's closing price of $74.50, saying he believed the stock is currently trading at a \"depressed multiple.\" \n</p>\n<p>\n  \"It is easier to associate Coinbase with trading than with interest income, but this perception could change in the near term,\" Lau wrote in a note to clients. \"While rising interest rates have negatively impacted its trading revenue, they will likely benefit interest income.\" \n</p>\n<p>\n  Don't miss: Higher interest rates could help this stock that has fallen nearly 70% this year, analyst says. \n</p>\n<p>\n  The stock <a href=\"https://laohu8.com/S/COIN\">$(COIN)$</a> slumped 2.9% in premarket trading Wednesday, after soaring 20.3% over the past three sessions through Tuesday. Bitcoin  dropped 1.6% early Wednesday, after gaining 4.1% the past three days. \n</p>\n<p>\n  Coinbase's quarterly results have missed expectations the past two quarters, as trading volume declined 7.8% from a year ago in the first quarter, then tumbled 53.0% in the second quarter. \n</p>\n<p>\n  Meanwhile, net interest income increased 218% in the first quarter to represent 0.9% of total revenue, then soared 400% to represent 4.0% of total second-quarter revenue. The Federal Reserve had raised its target range for overnight rates from zero to 0.25% at the end of 2021 to 1.50% to 1.75% through the end of June, and has raised it to 3.00% to 3.25% since then. \n</p>\n<p>\n  Oppenheimer's Lau said there are three parts of Coinbase's business that can get a boost from rising rates: 1) the USC Coin stablecoin <a href=\"https://laohu8.com/S/USDC\">$(USDC)$</a>; 2) customer custodial cash; and 3) corporate cash. \n</p>\n<p>\n  \"Our analysis into Circle [stablecoin] and USDC shows that the full benefit from rates for Coinbase has yet to come, and Coinbase is uniquely positioned to benefit from this growing stablecoin ecosystem,\" Lau wrote. \n</p>\n<p>\n  Coinbase's stock has plunged 69.0% year to date through Tuesday, while bitcoin has sunk 61.3% and the S&amp;P 500 index  has lost 12.8%. \n</p>\n<p>\n  -Tomi Kilgore \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 05, 2022 09:14 ET (13:14 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>Coinbase boost from higher interest rates is 'highly underappreciated'</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\">\nCoinbase boost from higher interest rates is 'highly underappreciated'\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\">2022-10-05 21:14</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Coinbase boost from higher interest rates is 'highly underappreciated'\n</p>\n<p>\n  By Tomi Kilgore \n</p>\n<p>\n  Oppenheimer analyst reiterates bullish stance on crypto trading platform, and sees potential upside for stock of more than 40% \n</p>\n<p>\n  Coinbase Global Inc. stock has potential to rally more than 40% from current levels, according to Oppenheimer analyst Owen Lau, who said the potential benefits to the cryptocurrency platform from higher interest rates are \"highly underappreciated.\" \n</p>\n<p>\n  Lau reiterated the outperform rating he's had on the stock since May 2021, just after Coinbase went public. He kept his price target at $107, which implied 43.6% upside from Tuesday's closing price of $74.50, saying he believed the stock is currently trading at a \"depressed multiple.\" \n</p>\n<p>\n  \"It is easier to associate Coinbase with trading than with interest income, but this perception could change in the near term,\" Lau wrote in a note to clients. \"While rising interest rates have negatively impacted its trading revenue, they will likely benefit interest income.\" \n</p>\n<p>\n  Don't miss: Higher interest rates could help this stock that has fallen nearly 70% this year, analyst says. \n</p>\n<p>\n  The stock <a href=\"https://laohu8.com/S/COIN\">$(COIN)$</a> slumped 2.9% in premarket trading Wednesday, after soaring 20.3% over the past three sessions through Tuesday. Bitcoin  dropped 1.6% early Wednesday, after gaining 4.1% the past three days. \n</p>\n<p>\n  Coinbase's quarterly results have missed expectations the past two quarters, as trading volume declined 7.8% from a year ago in the first quarter, then tumbled 53.0% in the second quarter. \n</p>\n<p>\n  Meanwhile, net interest income increased 218% in the first quarter to represent 0.9% of total revenue, then soared 400% to represent 4.0% of total second-quarter revenue. The Federal Reserve had raised its target range for overnight rates from zero to 0.25% at the end of 2021 to 1.50% to 1.75% through the end of June, and has raised it to 3.00% to 3.25% since then. \n</p>\n<p>\n  Oppenheimer's Lau said there are three parts of Coinbase's business that can get a boost from rising rates: 1) the USC Coin stablecoin <a href=\"https://laohu8.com/S/USDC\">$(USDC)$</a>; 2) customer custodial cash; and 3) corporate cash. \n</p>\n<p>\n  \"Our analysis into Circle [stablecoin] and USDC shows that the full benefit from rates for Coinbase has yet to come, and Coinbase is uniquely positioned to benefit from this growing stablecoin ecosystem,\" Lau wrote. \n</p>\n<p>\n  Coinbase's stock has plunged 69.0% year to date through Tuesday, while bitcoin has sunk 61.3% and the S&amp;P 500 index  has lost 12.8%. \n</p>\n<p>\n  -Tomi Kilgore \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 05, 2022 09:14 ET (13:14 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4539":"次新股","BK4112":"金融交易所和数据","BK4535":"淡马锡持仓","BK4554":"元宇宙及AR概念","COIN":"Coinbase Global, Inc.","BK4551":"寇图资本持仓"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273810496","content_text":"MW Coinbase boost from higher interest rates is 'highly underappreciated'\n\n\n  By Tomi Kilgore \n\n\n  Oppenheimer analyst reiterates bullish stance on crypto trading platform, and sees potential upside for stock of more than 40% \n\n\n  Coinbase Global Inc. stock has potential to rally more than 40% from current levels, according to Oppenheimer analyst Owen Lau, who said the potential benefits to the cryptocurrency platform from higher interest rates are \"highly underappreciated.\" \n\n\n  Lau reiterated the outperform rating he's had on the stock since May 2021, just after Coinbase went public. He kept his price target at $107, which implied 43.6% upside from Tuesday's closing price of $74.50, saying he believed the stock is currently trading at a \"depressed multiple.\" \n\n\n  \"It is easier to associate Coinbase with trading than with interest income, but this perception could change in the near term,\" Lau wrote in a note to clients. \"While rising interest rates have negatively impacted its trading revenue, they will likely benefit interest income.\" \n\n\n  Don't miss: Higher interest rates could help this stock that has fallen nearly 70% this year, analyst says. \n\n\n  The stock $(COIN)$ slumped 2.9% in premarket trading Wednesday, after soaring 20.3% over the past three sessions through Tuesday. Bitcoin  dropped 1.6% early Wednesday, after gaining 4.1% the past three days. \n\n\n  Coinbase's quarterly results have missed expectations the past two quarters, as trading volume declined 7.8% from a year ago in the first quarter, then tumbled 53.0% in the second quarter. \n\n\n  Meanwhile, net interest income increased 218% in the first quarter to represent 0.9% of total revenue, then soared 400% to represent 4.0% of total second-quarter revenue. The Federal Reserve had raised its target range for overnight rates from zero to 0.25% at the end of 2021 to 1.50% to 1.75% through the end of June, and has raised it to 3.00% to 3.25% since then. \n\n\n  Oppenheimer's Lau said there are three parts of Coinbase's business that can get a boost from rising rates: 1) the USC Coin stablecoin $(USDC)$; 2) customer custodial cash; and 3) corporate cash. \n\n\n  \"Our analysis into Circle [stablecoin] and USDC shows that the full benefit from rates for Coinbase has yet to come, and Coinbase is uniquely positioned to benefit from this growing stablecoin ecosystem,\" Lau wrote. \n\n\n  Coinbase's stock has plunged 69.0% year to date through Tuesday, while bitcoin has sunk 61.3% and the S&P 500 index  has lost 12.8%. \n\n\n  -Tomi Kilgore \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 05, 2022 09:14 ET (13:14 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"COIN":1}},"isVote":1,"tweetType":1,"viewCount":3182,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000509","authorId":"9000000000000509","name":"LeonaClemens","avatar":"https://static.tigerbbs.com/3ebd4cda9e17932ffd422783f57c1fb0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000509","idStr":"9000000000000509"},"content":"COIN may never back to 40 USD if we are still in bear market of crypto.","text":"COIN may never back to 40 USD if we are still in bear market of crypto.","html":"COIN may never back to 40 USD if we are still in bear market of crypto."},{"author":{"id":"9000000000000487","authorId":"9000000000000487","name":"MaudNelly","avatar":"https://static.tigerbbs.com/1e0fafb6a0868fdff5a6626301b88f7c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000487","idStr":"9000000000000487"},"content":"I think it's hard for COIN to do so.","text":"I think it's hard for COIN to do so.","html":"I think it's hard for COIN to do so."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925246053,"gmtCreate":1672047029372,"gmtModify":1676538626749,"author":{"id":"4108530325156520","authorId":"4108530325156520","name":"CHG","avatar":"https://community-static.tradeup.com/news/df7b29a451befc915ba577c329fc0faa","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4108530325156520","idStr":"4108530325156520"},"themes":[],"title":"","htmlText":"Nvdia 3rd quarter's EPS is $0.27 but not $0.57.&nbsp;","listText":"Nvdia 3rd quarter's EPS is $0.27 but not $0.57.&nbsp;","text":"Nvdia 3rd quarter's EPS is $0.27 but not $0.57.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925246053","repostId":"1195195659","repostType":2,"repost":{"id":"1195195659","kind":"news","pubTimestamp":1672044561,"share":"https://ttm.financial/m/news/1195195659?lang=en_US&edition=fundamental","pubTime":"2022-12-26 16:49","market":"us","language":"en","title":"2 Semiconductor Stocks To Watch This Week: Nvidia, AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=1195195659","media":"StockMarket.com","summary":"Are these the top semiconductor stocks to invest in before the new year?","content":"<html><head></head><body><p>Over the past decade, semiconductor stocks have been a hot commodity for investors. Why? Because of their potential for high returns and their use in key technologies like AI, 5G, autonomous driving, and more. But with so many different semiconductor companies out there from industry giants like <a href=\"https://laohu8.com/S/INTC\">Intel</a> and Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) to smaller players like <a href=\"https://laohu8.com/S/MRVL\">Marvell Technology Group</a> and <a href=\"https://laohu8.com/S/MU\">Micron Technology</a>. It can be hard to decide which stocks are worth investing in. Let’s take a look at what you need to know about semiconductor stocks.</p><p>When researching semiconductor stocks, there are several factors that you should potentially consider. These include market size and growth rate, competitive landscape, financials (including revenue growth rate), management team, product portfolio and development pipeline.</p><p>Additionally, it’s important to look at how the company’s products stand out from those offered by its competitors. All of these factors will help you decide whether a particular semiconductor stock is worth investing in or not. With that mind, here are two semiconductor stocks to watch in the stock marekt today.</p><h3>Semiconductor Stocks To Watch This Week</h3><ul><li>Advanced Micro Devices Inc. (NASDAQ: AMD)</li><li>NVIDIA Corporation (NASDAQ: NVDA)</li></ul><h3><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a></h3><p>Leading off, Advanced Micro Devices (AMD) is a provider of computer processors and graphics cards. The company has a strong presence in the semiconductor industry. You can find AMD’s processors in a broad variety of devices. For example, PCs, gaming consoles, and data centers. As well as the company’s graphics cards are being utitlized in gaming, professional visualization, and data center applications.</p><p>In December, Advanced Micro Devices received a SEAL Sustainable Product Award for its innovative products that contribute to a sustainable future in data centers. The award recognizes AMD’s commitment to sustainability and its goal of significantly increasing the energy efficiency of its processors and accelerators for use in high-performance computing and artificial intelligence training by 2025. The award is given by the SEAL Business Sustainability Awards. They honor companies for their leadership, innovation, and commitment to sustainable business practices.</p><p>Meanwhile, as of this previous Friday’s close, shares of AMD stock are trading at $64.52 a share.</p><h3><a href=\"https://laohu8.com/S/NVDA\">Nvidia Corp.</a></h3><p>Next, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> is a provider of graphics processing units (GPUs). The company has a strong presence in the gaming, professional visualization, and data center markets. The company’s GPUs are found in different applications including gaming, AI, and machine learning.</p><p>In November, Nvidia reported its 3rd quarter 2023 financial and operating results. Diving in, the tech giant reported earnings per share of $0.57, and revenue of $5.9 billion for Q3 2023. Fo context, Wall Street’s consensus estimates for the third-quarter of 2023 were earnings of $0.67 per share, on revenue estimates of $5.8 billion. Additionally, Nvidia said it now expects Q4 2023 revenue of $5.88 billion to $6.12 billion.</p><p>Moving along, as of this past Friday’s closing bell shares of NVDA stock are currently trading at $152.06 a share.</p></body></html>","source":"lsy1672044301024","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>2 Semiconductor Stocks To Watch This Week: Nvidia, AMD</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\">\n2 Semiconductor Stocks To Watch This Week: Nvidia, AMD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-26 16:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://stockmarket.com/featured/2-semiconductor-stocks-to-watch-this-upcoming-week-2022-12-25><strong>StockMarket.com</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Over the past decade, semiconductor stocks have been a hot commodity for investors. Why? Because of their potential for high returns and their use in key technologies like AI, 5G, autonomous driving, ...</p>\n\n<a href=\"https://stockmarket.com/featured/2-semiconductor-stocks-to-watch-this-upcoming-week-2022-12-25\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://stockmarket.com/featured/2-semiconductor-stocks-to-watch-this-upcoming-week-2022-12-25","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195195659","content_text":"Over the past decade, semiconductor stocks have been a hot commodity for investors. Why? Because of their potential for high returns and their use in key technologies like AI, 5G, autonomous driving, and more. But with so many different semiconductor companies out there from industry giants like Intel and Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) to smaller players like Marvell Technology Group and Micron Technology. It can be hard to decide which stocks are worth investing in. Let’s take a look at what you need to know about semiconductor stocks.When researching semiconductor stocks, there are several factors that you should potentially consider. These include market size and growth rate, competitive landscape, financials (including revenue growth rate), management team, product portfolio and development pipeline.Additionally, it’s important to look at how the company’s products stand out from those offered by its competitors. All of these factors will help you decide whether a particular semiconductor stock is worth investing in or not. With that mind, here are two semiconductor stocks to watch in the stock marekt today.Semiconductor Stocks To Watch This WeekAdvanced Micro Devices Inc. (NASDAQ: AMD)NVIDIA Corporation (NASDAQ: NVDA)Advanced Micro DevicesLeading off, Advanced Micro Devices (AMD) is a provider of computer processors and graphics cards. The company has a strong presence in the semiconductor industry. You can find AMD’s processors in a broad variety of devices. For example, PCs, gaming consoles, and data centers. As well as the company’s graphics cards are being utitlized in gaming, professional visualization, and data center applications.In December, Advanced Micro Devices received a SEAL Sustainable Product Award for its innovative products that contribute to a sustainable future in data centers. The award recognizes AMD’s commitment to sustainability and its goal of significantly increasing the energy efficiency of its processors and accelerators for use in high-performance computing and artificial intelligence training by 2025. The award is given by the SEAL Business Sustainability Awards. They honor companies for their leadership, innovation, and commitment to sustainable business practices.Meanwhile, as of this previous Friday’s close, shares of AMD stock are trading at $64.52 a share.Nvidia Corp.Next, Nvidia is a provider of graphics processing units (GPUs). The company has a strong presence in the gaming, professional visualization, and data center markets. The company’s GPUs are found in different applications including gaming, AI, and machine learning.In November, Nvidia reported its 3rd quarter 2023 financial and operating results. Diving in, the tech giant reported earnings per share of $0.57, and revenue of $5.9 billion for Q3 2023. Fo context, Wall Street’s consensus estimates for the third-quarter of 2023 were earnings of $0.67 per share, on revenue estimates of $5.8 billion. Additionally, Nvidia said it now expects Q4 2023 revenue of $5.88 billion to $6.12 billion.Moving along, as of this past Friday’s closing bell shares of NVDA stock are currently trading at $152.06 a share.","news_type":1,"symbols_score_info":{"AMD":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526994016175720,"gmtCreate":1769696078618,"gmtModify":1769696835870,"author":{"id":"4108530325156520","authorId":"4108530325156520","name":"CHG","avatar":"https://community-static.tradeup.com/news/df7b29a451befc915ba577c329fc0faa","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4108530325156520","idStr":"4108530325156520"},"themes":[],"title":"","htmlText":"simple, coz Co-pilot is crap!","listText":"simple, coz Co-pilot is crap!","text":"simple, coz Co-pilot is crap!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526994016175720","repostId":"2607722160","repostType":2,"repost":{"id":"2607722160","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":1769648784,"share":"https://ttm.financial/m/news/2607722160?lang=en_US&edition=fundamental","pubTime":"2026-01-29 09:06","market":"hk","language":"en","title":"Why Microsoft's Stock Is Getting Punished After Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2607722160","media":"Dow Jones","summary":"Investors focused on the balance between AI spending and AI revenue wanted more juice from Microsoft's cloud business in the latest quarter. Microsoft CFO Amy Hood suggested the company could be growing faster in the cloud if it wanted to, but that would come at the expense of resources for internal developers.It's Microsoft's turn to be in the investor doghouse over artificial-intelligence spending.Three months ago, Meta Platforms  seemed to be Wall Street's punching bag in response to AI expenses that were potentially out of whack with AI revenue. But Meta's 7.3% stock climb in Wednesday's extended session, following the company's own earnings report, suggests investors are now more at peace with the balance between AI investments and monetization over there.Not so with Microsoft , whose shares were off 6.7% in Wednesday's extended trading, a move that would constitute their largest post-earnings drop in more than three years if it were to hold through the close of Thursday's regular","content":"<html><head></head><body><p>It&#39;s Microsoft&#39;s turn to be in the investor doghouse over artificial-intelligence spending.</p><p>Three months ago, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) seemed to be Wall Street&#39;s punching bag in response to AI expenses that were potentially out of whack with AI revenue. But Meta&#39;s 7.3% stock climb in Wednesday&#39;s extended session, following the company&#39;s own earnings report, suggests investors are now more at peace with the balance between AI investments and monetization over there.</p><p>Not so with Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, whose shares were off 6.7% in Wednesday&#39;s extended trading, a move that would constitute their largest post-earnings drop in more than three years if it were to hold through the close of Thursday&#39;s regular session.</p><p>Microsoft&#39;s headline results beat expectations, and Azure cloud-computing growth rose 38% in constant currency, hitting Wall Street&#39;s mark. But some investors clearly were hoping for more, especially as capital-expenditure spending soared 66% relative to a year before, hitting $37.5 billion inclusive of finance leases.</p><p>This dynamic was a hot topic on Microsoft&#39;s earnings call. &#34;One of the core issues&#34; dogging Microsoft investors, according to Morgan Stanley&#39;s Keith Weiss, is that spending came in higher than expected while Azure has been growing &#34;maybe&#34; a bit slower than hoped.</p><p>&#34;And I think that fundamentally comes down to a concern on the ROI on this capex spend over time,&#34; he told management on the call, referring to returns on investment.</p><p>Microsoft was once viewed to be in a better spot than Meta in terms of AI monetization. Microsoft could cash in on AI spending directly, through its cloud-computing business. Meta, meanwhile, had to prove to investors that AI was paying off through better content recommendations and improved advertising targeting.</p><p>But with tight supply of chips from <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> (NVDA) and others, Microsoft is short on cloud capacity relative to its demand. And the company has had to make tough choices about how to allocate resources. Management suggested that if the company put more graphics processing units toward serving third parties in the cloud, that would come at the expense of internal developers who need GPUs to build other Microsoft services.</p><p>&#34;We&#39;re really making long-term decisions,&#34; CFO Amy Hood said on the earnings call. The company wants to make sure it&#39;s &#34;investing in the long-term nature of R&amp;D and product innovation,&#34; a reference to research and development.</p><p>Microsoft expects 37% to 38% growth in Azure cloud-computing revenue on a constant-currency basis in the March quarter, while analysts had been modeling 37%. But Hood suggested investors should think of the company&#39;s guidance more as &#34;allocated capacity,&#34; meaning that Microsoft presumably could be growing faster there if it chose to shift more of its limited resources in Azure&#39;s direction.</p><p>The commentary failed to stem the after-hours decline in Microsoft shares. &#34;Even with top- and bottom-line beats, capex remains the market&#39;s central concern for hyperscalers, as trader focus shifts from growth optics to the timing and payoff of AI investment,&#34; Jake Behan, the head of capital markets at ETF provider Direxion, said in emailed comments.</p><p>He noted that Microsoft&#39;s lack of Azure upside could also underscore competitive fears.</p><p>While <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com&#39;s stock (AMZN) was off fractionally in the extended session, Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> moved almost 2% higher, implying investors think the company might be on track for a more impressive cloud performance relative to Wall Street&#39;s expectations.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Microsoft's Stock Is Getting Punished After Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Microsoft's Stock Is Getting Punished After Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-29 09:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It&#39;s Microsoft&#39;s turn to be in the investor doghouse over artificial-intelligence spending.</p><p>Three months ago, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) seemed to be Wall Street&#39;s punching bag in response to AI expenses that were potentially out of whack with AI revenue. But Meta&#39;s 7.3% stock climb in Wednesday&#39;s extended session, following the company&#39;s own earnings report, suggests investors are now more at peace with the balance between AI investments and monetization over there.</p><p>Not so with Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, whose shares were off 6.7% in Wednesday&#39;s extended trading, a move that would constitute their largest post-earnings drop in more than three years if it were to hold through the close of Thursday&#39;s regular session.</p><p>Microsoft&#39;s headline results beat expectations, and Azure cloud-computing growth rose 38% in constant currency, hitting Wall Street&#39;s mark. But some investors clearly were hoping for more, especially as capital-expenditure spending soared 66% relative to a year before, hitting $37.5 billion inclusive of finance leases.</p><p>This dynamic was a hot topic on Microsoft&#39;s earnings call. &#34;One of the core issues&#34; dogging Microsoft investors, according to Morgan Stanley&#39;s Keith Weiss, is that spending came in higher than expected while Azure has been growing &#34;maybe&#34; a bit slower than hoped.</p><p>&#34;And I think that fundamentally comes down to a concern on the ROI on this capex spend over time,&#34; he told management on the call, referring to returns on investment.</p><p>Microsoft was once viewed to be in a better spot than Meta in terms of AI monetization. Microsoft could cash in on AI spending directly, through its cloud-computing business. Meta, meanwhile, had to prove to investors that AI was paying off through better content recommendations and improved advertising targeting.</p><p>But with tight supply of chips from <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> (NVDA) and others, Microsoft is short on cloud capacity relative to its demand. And the company has had to make tough choices about how to allocate resources. Management suggested that if the company put more graphics processing units toward serving third parties in the cloud, that would come at the expense of internal developers who need GPUs to build other Microsoft services.</p><p>&#34;We&#39;re really making long-term decisions,&#34; CFO Amy Hood said on the earnings call. The company wants to make sure it&#39;s &#34;investing in the long-term nature of R&amp;D and product innovation,&#34; a reference to research and development.</p><p>Microsoft expects 37% to 38% growth in Azure cloud-computing revenue on a constant-currency basis in the March quarter, while analysts had been modeling 37%. But Hood suggested investors should think of the company&#39;s guidance more as &#34;allocated capacity,&#34; meaning that Microsoft presumably could be growing faster there if it chose to shift more of its limited resources in Azure&#39;s direction.</p><p>The commentary failed to stem the after-hours decline in Microsoft shares. &#34;Even with top- and bottom-line beats, capex remains the market&#39;s central concern for hyperscalers, as trader focus shifts from growth optics to the timing and payoff of AI investment,&#34; Jake Behan, the head of capital markets at ETF provider Direxion, said in emailed comments.</p><p>He noted that Microsoft&#39;s lack of Azure upside could also underscore competitive fears.</p><p>While <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com&#39;s stock (AMZN) was off fractionally in the extended session, Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> moved almost 2% higher, implying investors think the company might be on track for a more impressive cloud performance relative to Wall Street&#39;s expectations.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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USD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2607722160","content_text":"It's Microsoft's turn to be in the investor doghouse over artificial-intelligence spending.Three months ago, Meta Platforms (META) seemed to be Wall Street's punching bag in response to AI expenses that were potentially out of whack with AI revenue. But Meta's 7.3% stock climb in Wednesday's extended session, following the company's own earnings report, suggests investors are now more at peace with the balance between AI investments and monetization over there.Not so with Microsoft $(MSFT)$, whose shares were off 6.7% in Wednesday's extended trading, a move that would constitute their largest post-earnings drop in more than three years if it were to hold through the close of Thursday's regular session.Microsoft's headline results beat expectations, and Azure cloud-computing growth rose 38% in constant currency, hitting Wall Street's mark. But some investors clearly were hoping for more, especially as capital-expenditure spending soared 66% relative to a year before, hitting $37.5 billion inclusive of finance leases.This dynamic was a hot topic on Microsoft's earnings call. \"One of the core issues\" dogging Microsoft investors, according to Morgan Stanley's Keith Weiss, is that spending came in higher than expected while Azure has been growing \"maybe\" a bit slower than hoped.\"And I think that fundamentally comes down to a concern on the ROI on this capex spend over time,\" he told management on the call, referring to returns on investment.Microsoft was once viewed to be in a better spot than Meta in terms of AI monetization. Microsoft could cash in on AI spending directly, through its cloud-computing business. Meta, meanwhile, had to prove to investors that AI was paying off through better content recommendations and improved advertising targeting.But with tight supply of chips from Nvidia (NVDA) and others, Microsoft is short on cloud capacity relative to its demand. And the company has had to make tough choices about how to allocate resources. Management suggested that if the company put more graphics processing units toward serving third parties in the cloud, that would come at the expense of internal developers who need GPUs to build other Microsoft services.\"We're really making long-term decisions,\" CFO Amy Hood said on the earnings call. The company wants to make sure it's \"investing in the long-term nature of R&D and product innovation,\" a reference to research and development.Microsoft expects 37% to 38% growth in Azure cloud-computing revenue on a constant-currency basis in the March quarter, while analysts had been modeling 37%. But Hood suggested investors should think of the company's guidance more as \"allocated capacity,\" meaning that Microsoft presumably could be growing faster there if it chose to shift more of its limited resources in Azure's direction.The commentary failed to stem the after-hours decline in Microsoft shares. \"Even with top- and bottom-line beats, capex remains the market's central concern for hyperscalers, as trader focus shifts from growth optics to the timing and payoff of AI investment,\" Jake Behan, the head of capital markets at ETF provider Direxion, said in emailed comments.He noted that Microsoft's lack of Azure upside could also underscore competitive fears.While Amazon.com's stock (AMZN) was off fractionally in the extended session, Alphabet's $(GOOGL)$ $(GOOG)$ moved almost 2% higher, implying investors think the company might be on track for a more impressive cloud performance relative to Wall Street's expectations.","news_type":1,"symbols_score_info":{"MSFT":2}},"isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963712501,"gmtCreate":1668756795304,"gmtModify":1676538108809,"author":{"id":"4108530325156520","authorId":"4108530325156520","name":"CHG","avatar":"https://community-static.tradeup.com/news/df7b29a451befc915ba577c329fc0faa","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4108530325156520","idStr":"4108530325156520"},"themes":[],"title":"","htmlText":"coinbase is a losing business... and somemore in risky crypto segment.....&nbsp;","listText":"coinbase is a losing business... and somemore in risky crypto segment.....&nbsp;","text":"coinbase is a losing business... and somemore in risky crypto segment.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963712501","repostId":"2284079100","repostType":2,"isVote":1,"tweetType":1,"viewCount":1832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":403211713532272,"gmtCreate":1739474447212,"gmtModify":1739474451135,"author":{"id":"4108530325156520","authorId":"4108530325156520","name":"CHG","avatar":"https://community-static.tradeup.com/news/df7b29a451befc915ba577c329fc0faa","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4108530325156520","idStr":"4108530325156520"},"themes":[],"title":"","htmlText":"palatir still cheap!","listText":"palatir still cheap!","text":"palatir still cheap!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/403211713532272","repostId":"1117779532","repostType":2,"isVote":1,"tweetType":1,"viewCount":2196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963715957,"gmtCreate":1668756870180,"gmtModify":1676538108833,"author":{"id":"4108530325156520","authorId":"4108530325156520","name":"CHG","avatar":"https://community-static.tradeup.com/news/df7b29a451befc915ba577c329fc0faa","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4108530325156520","idStr":"4108530325156520"},"themes":[],"title":"","htmlText":"what do you mean by improving profit margins.. if it's improved, then the profit won't tank so much...","listText":"what do you mean by improving profit margins.. if it's improved, then the profit won't tank so much...","text":"what do you mean by improving profit margins.. if it's improved, then the profit won't tank so much...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963715957","repostId":"2284974700","repostType":2,"isVote":1,"tweetType":1,"viewCount":1993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9963281666,"gmtCreate":1668692530656,"gmtModify":1676538097952,"author":{"id":"4108530325156520","authorId":"4108530325156520","name":"CHG","avatar":"https://community-static.tradeup.com/news/df7b29a451befc915ba577c329fc0faa","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4108530325156520","idStr":"4108530325156520"},"themes":[],"title":"","htmlText":"such a bad results... it should be SELL.","listText":"such a bad results... it should be SELL.","text":"such a bad results... it should be SELL.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963281666","repostId":"2284762314","repostType":2,"isVote":1,"tweetType":1,"viewCount":2157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}