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10:31

WTH every time CEO sell when the stock go down

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

03-20

Option kill

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

03-19

who posted this?

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

03-19

This and Tesla

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

03-05

Who wrote this crap

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

2025-11-05

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

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

2025-11-04

Buy the dip

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

2025-10-31

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

Strategy reports quarterly profit on bitcoin gains, shares rise

2025-10-30

Huh?

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

2025-10-30

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

2025-10-30

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

2025-10-30

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

2025-10-30

$Texas Instruments(TXN)$

2025-10-30

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

2025-10-30

$Direxion Daily Meta Bull 2x Shares(METU)$

2025-10-30

$DEFIANCE DAILY TARGET 2X LONG ORCL ETF(ORCX)$

2025-10-30

$Defiance Daily Target 2X Long MSTR ETF(MSTX)$

2025-10-30

16B to continue operate or shutdown the company

Meta Stock Slides 8% After Forecasting Bigger Capital Costs Next Year, $16 Billion Tax Charge Guts Q3 Profit

2025-10-29

She was so wrong about AMD. Now Palantir...

Cathie Wood Just Dumped More Palantir Shares Despite "Holy Grail" AI Deal — Here's What Ark Bought Instead

2025-10-28

Just give up already

Two Seas Capital Urges Core Scientific Shareholders to Reject CoreWeave Acquisition

Go to Tiger App to see more news

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class=\"h-time\">2026-05-19 04:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nCoreWeave's Director and Officer Brian Venturo proposes to sell 300,000 shares of CoreWeave common stock on May 18, 2026, with a total market value of approximately $32,190,000.\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190184520","content_text":"CoreWeave's Director and Officer Brian Venturo proposes to sell 300,000 shares of CoreWeave common stock on May 18, 2026, with a total market value of approximately $32,190,000.","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":544510031361432,"gmtCreate":1773964730451,"gmtModify":1773970181780,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"Option kill","listText":"Option kill","text":"Option kill","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/544510031361432","repostId":"2620221902","repostType":2,"repost":{"id":"2620221902","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial 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Micron forecasts an 81% gross margin for the May quarter.Micron Technology is crushing expectations to a degree that's reminiscent of Nvidia's breakout performances at the beginning of the artificial-intelligence boom three years ago, a Deutsche Bank analyst noted.But its stock  is falling 3% on Thursday despite the company's latest blowout earnings report, which saw Micron offer a $19.15 forecast for quarterly adjusted earnings per share at the midpoint, well above the $12.03 analysts had been expecting for the May period.\"All that matters\" is when the actual peak in the memory cycle comes, Klein said in a note to investors, adding that that could be late next year or in early 2028. If that's the case, Klein said analysts will ultimately start reducing Micron estimates and investors will be selling the stock months ahead of when those lower number","content":"<html><head></head><body><p>Micron Technology is crushing expectations to a degree that&#39;s reminiscent of Nvidia&#39;s breakout performances at the beginning of the artificial-intelligence boom three years ago, a Deutsche Bank analyst noted.</p><p>But its stock <a href=\"https://laohu8.com/S/MU\">$(MU)$</a> fell 4% on Thursday despite the company&#39;s latest blowout earnings report, which saw Micron offer a $19.15 forecast for quarterly adjusted earnings per share at the midpoint, well above the $12.03 analysts had been expecting for the May period.</p><p>Deutsche Bank&#39;s Melissa Weathers attributed the move to growing fears among investors that the memory cycle is close to a peak. Micron&#39;s stock is up 335% over the past year, a rally that already factors in enthusiasm around AI-driven memory-chip shortages that have allowed companies to raise prices.</p><p>Investors might be getting more wary now, particularly after Micron raised its capital-expenditure guidance for fiscal 2026 to $25 billion from $20 billion and said that it expects that spending to &#34;step up meaningfully&#34; in fiscal 2027. While revenue growth is on a tear, coming in at about 196% in the latest quarter, Micron needs to invest heavily in its dynamic random-access memory and NAND businesses.</p><p>&#34;We see this cyclical caution from investors as prudent given past memory bust cycles,&#34; Weathers said in her note, adding that the more cautious view &#34;is difficult to disprove in the near term&#34; as investors question the duration of the memory boom. Even so, she personally believes that concerns about an imminent memory-market peak &#34;are immature.&#34;</p><p>Mizuho trading-desk analyst Jordan Klein said investors are likely cautious because they &#34;have never really seen margins this high in the sector.&#34; Micron is guiding for an 81% gross margin in the current quarter, and Klein said bulls see room for margins to come in even higher than that, reflecting a view that the current cycle is different and that dynamic random-access memory is no longer a commodity product.</p><p>In his view, Micron&#39;s stock selloff Thursday &#34;is not a great sign&#34; in light of the company&#39;s strong guidance, but Klein said he wouldn&#39;t use the fall &#34;as the true measure of who [is] winning the bull vs. bear debate.&#34;</p><p>&#34;All that matters&#34; is when the actual peak in the memory cycle comes, Klein said in a note to investors, adding that that could be late next year or in early 2028. If that&#39;s the case, Klein said analysts will ultimately start reducing Micron estimates and investors will be selling the stock months ahead of when those lower numbers manifest in the actual reports, leaving &#34;maybe 12 months of upside&#34; for now.</p><p>On the other hand, Morgan Stanley analyst Joseph Moore said Micron&#39;s &#34;numbers may seem &#39;too good&#39;&#34; to some investors, helping to explain Thursday&#39;s stock declines.</p><p>But looking to past cycles for signs of when to start selling the stock &#34;misses the point,&#34; Moore said in a note, as outsize AI spending is expected to continue. In his view, investors should expect Micron to keep its earnings power as long as AI spending goes higher.</p><p>In the last two quarters, Micron has shown that its &#34;near-term leverage is quite a bit better&#34; than that of Nvidia (NVDA) and other AI chip stocks that have been stuck in a rut over AI spending fears.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Micron's Stock Is Sliding Despite Nvidia-Like Earnings Performance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Micron's Stock Is Sliding Despite Nvidia-Like Earnings Performance\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-20 06:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Micron Technology is crushing expectations to a degree that&#39;s reminiscent of Nvidia&#39;s breakout performances at the beginning of the artificial-intelligence boom three years ago, a Deutsche Bank analyst noted.</p><p>But its stock <a href=\"https://laohu8.com/S/MU\">$(MU)$</a> fell 4% on Thursday despite the company&#39;s latest blowout earnings report, which saw Micron offer a $19.15 forecast for quarterly adjusted earnings per share at the midpoint, well above the $12.03 analysts had been expecting for the May period.</p><p>Deutsche Bank&#39;s Melissa Weathers attributed the move to growing fears among investors that the memory cycle is close to a peak. Micron&#39;s stock is up 335% over the past year, a rally that already factors in enthusiasm around AI-driven memory-chip shortages that have allowed companies to raise prices.</p><p>Investors might be getting more wary now, particularly after Micron raised its capital-expenditure guidance for fiscal 2026 to $25 billion from $20 billion and said that it expects that spending to &#34;step up meaningfully&#34; in fiscal 2027. While revenue growth is on a tear, coming in at about 196% in the latest quarter, Micron needs to invest heavily in its dynamic random-access memory and NAND businesses.</p><p>&#34;We see this cyclical caution from investors as prudent given past memory bust cycles,&#34; Weathers said in her note, adding that the more cautious view &#34;is difficult to disprove in the near term&#34; as investors question the duration of the memory boom. Even so, she personally believes that concerns about an imminent memory-market peak &#34;are immature.&#34;</p><p>Mizuho trading-desk analyst Jordan Klein said investors are likely cautious because they &#34;have never really seen margins this high in the sector.&#34; Micron is guiding for an 81% gross margin in the current quarter, and Klein said bulls see room for margins to come in even higher than that, reflecting a view that the current cycle is different and that dynamic random-access memory is no longer a commodity product.</p><p>In his view, Micron&#39;s stock selloff Thursday &#34;is not a great sign&#34; in light of the company&#39;s strong guidance, but Klein said he wouldn&#39;t use the fall &#34;as the true measure of who [is] winning the bull vs. bear debate.&#34;</p><p>&#34;All that matters&#34; is when the actual peak in the memory cycle comes, Klein said in a note to investors, adding that that could be late next year or in early 2028. If that&#39;s the case, Klein said analysts will ultimately start reducing Micron estimates and investors will be selling the stock months ahead of when those lower numbers manifest in the actual reports, leaving &#34;maybe 12 months of upside&#34; for now.</p><p>On the other hand, Morgan Stanley analyst Joseph Moore said Micron&#39;s &#34;numbers may seem &#39;too good&#39;&#34; to some investors, helping to explain Thursday&#39;s stock declines.</p><p>But looking to past cycles for signs of when to start selling the stock &#34;misses the point,&#34; Moore said in a note, as outsize AI spending is expected to continue. In his view, investors should expect Micron to keep its earnings power as long as AI spending goes higher.</p><p>In the last two quarters, Micron has shown that its &#34;near-term leverage is quite a bit better&#34; than that of Nvidia (NVDA) and other AI chip stocks that have been stuck in a rut over AI spending fears.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0861579265.USD":"联博低波幅策略股票基金A","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0109392836.USD":"富兰克林科技股A","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0444971666.USD":"天利全球科技基金","LU1861215975.USD":"贝莱德新一代科技基金 A2","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2168564495.EUR":"AZ ALLOCATION - 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Micron's stock is up 335% over the past year, a rally that already factors in enthusiasm around AI-driven memory-chip shortages that have allowed companies to raise prices.Investors might be getting more wary now, particularly after Micron raised its capital-expenditure guidance for fiscal 2026 to $25 billion from $20 billion and said that it expects that spending to \"step up meaningfully\" in fiscal 2027. While revenue growth is on a tear, coming in at about 196% in the latest quarter, Micron needs to invest heavily in its dynamic random-access memory and NAND businesses.\"We see this cyclical caution from investors as prudent given past memory bust cycles,\" Weathers said in her note, adding that the more cautious view \"is difficult to disprove in the near term\" as investors question the duration of the memory boom. Even so, she personally believes that concerns about an imminent memory-market peak \"are immature.\"Mizuho trading-desk analyst Jordan Klein said investors are likely cautious because they \"have never really seen margins this high in the sector.\" Micron is guiding for an 81% gross margin in the current quarter, and Klein said bulls see room for margins to come in even higher than that, reflecting a view that the current cycle is different and that dynamic random-access memory is no longer a commodity product.In his view, Micron's stock selloff Thursday \"is not a great sign\" in light of the company's strong guidance, but Klein said he wouldn't use the fall \"as the true measure of who [is] winning the bull vs. bear debate.\"\"All that matters\" is when the actual peak in the memory cycle comes, Klein said in a note to investors, adding that that could be late next year or in early 2028. If that's the case, Klein said analysts will ultimately start reducing Micron estimates and investors will be selling the stock months ahead of when those lower numbers manifest in the actual reports, leaving \"maybe 12 months of upside\" for now.On the other hand, Morgan Stanley analyst Joseph Moore said Micron's \"numbers may seem 'too good'\" to some investors, helping to explain Thursday's stock declines.But looking to past cycles for signs of when to start selling the stock \"misses the point,\" Moore said in a note, as outsize AI spending is expected to continue. In his view, investors should expect Micron to keep its earnings power as long as AI spending goes higher.In the last two quarters, Micron has shown that its \"near-term leverage is quite a bit better\" than that of Nvidia (NVDA) and other AI chip stocks that have been stuck in a rut over AI spending fears.","news_type":1,"symbols_score_info":{"MU":2}},"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":544267752985960,"gmtCreate":1773905811280,"gmtModify":1773905815542,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"who posted this?","listText":"who posted this?","text":"who posted this?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/544267752985960","repostId":"2620293643","repostType":2,"repost":{"id":"2620293643","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1773896303,"share":"https://ttm.financial/m/news/2620293643?lang=en_US&edition=fundamental","pubTime":"2026-03-19 12:58","market":"us","language":"en","title":"U.S. Stocks Have Reached A Critical Line In The Sand. Why The Next Move Could Be A 10% Drop.","url":"https://stock-news.laohu8.com/highlight/detail?id=2620293643","media":"Dow Jones","summary":"The S&P 500 could break below its 200-day average as soon as Thursday. The S&P 500 has reached a precarious crossroads that could open the door to more losses ahead.U.S. stocks were flirting with a critical threshold on Wednesday that, if broken, could portend another 10% drop for the S&P 500, according to one technical analyst.The S&P 500 SPX finished Wednesday at 6,624.70, just a hair north of its 200-day moving average at 6,615.70, FactSet data showed. The Dow Jones Industrial Average DJIA wasn't so lucky; the blue-chip gauge finished below its 200-day moving average for the first time since June. The Nasdaq composite COMP also closed below its 200-day moving average, although the index also finished below the critical trendline on Friday.That leaves U.S. stocks in a precarious position. According to Jonathan Krinsky, BTIG's managing director and chief market technician, this is the third time the S&P 500 has tested the 6,600 level going back to October. If stocks sink on Thursday, ","content":"<html><head></head><body><p>U.S. stocks were flirting with a critical threshold on Wednesday that, if broken, could portend another 10% drop for the S&amp;P 500, according to one technical analyst.</p><p>The S&amp;P 500 SPX finished Wednesday at 6,624.70, just a hair north of its 200-day moving average at 6,615.70, FactSet data showed. The Dow Jones Industrial Average DJIA wasn&#39;t so lucky; the blue-chip gauge finished below its 200-day moving average for the first time since June. The Nasdaq composite COMP also closed below its 200-day moving average, although the index also finished below the critical trendline on Friday.</p><p>That leaves U.S. stocks in a precarious position. According to Jonathan Krinsky, BTIG&#39;s managing director and chief market technician, this is the third time the S&amp;P 500 has tested the 6,600 level going back to October. If stocks sink on Thursday, the S&amp;P 500 could break through the critical support level.</p><p>&#34;We have little confidence of it holding as support,&#34; Krinsky said in written commentary shared with MarketWatch.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1f28ad9c4959d00850b8c31097b0ab16\" alt=\"\" title=\"\" tg-width=\"700\" tg-height=\"374\"/></p><p>This technical setup means there is now a decent probability that the S&amp;P 500 will fall all the way back to 6,000, Krinsky said.</p><p>More pressure on stocks emerged after the closing bell on Wednesday. Crude-oil prices (CL.1) (BRN00) continued to climb following an Iranian attack on Qatar&#39;s Ras Laffan energy hub. The Qatari Ministry of Foreign Affairs said in a post on X that the attack resulted in fires causing significant damage to the facility. It also denounced it as a &#34;dangerous escalation.&#34;</p><p>Also, shares of Micron Technology <a href=\"https://laohu8.com/S/MU\">$(MU)$</a> were lower after hours, even after the company delivered a blowout earnings forecast and earnings beat. Krinsky had said earlier that the stock&#39;s reaction could have a big impact on the broader market, particularly the all-important semiconductor industry, on Thursday.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Stocks Have Reached A Critical Line In The Sand. Why The Next Move Could Be A 10% Drop.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Stocks Have Reached A Critical Line In The Sand. Why The Next Move Could Be A 10% Drop.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-19 12:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks were flirting with a critical threshold on Wednesday that, if broken, could portend another 10% drop for the S&amp;P 500, according to one technical analyst.</p><p>The S&amp;P 500 SPX finished Wednesday at 6,624.70, just a hair north of its 200-day moving average at 6,615.70, FactSet data showed. The Dow Jones Industrial Average DJIA wasn&#39;t so lucky; the blue-chip gauge finished below its 200-day moving average for the first time since June. The Nasdaq composite COMP also closed below its 200-day moving average, although the index also finished below the critical trendline on Friday.</p><p>That leaves U.S. stocks in a precarious position. According to Jonathan Krinsky, BTIG&#39;s managing director and chief market technician, this is the third time the S&amp;P 500 has tested the 6,600 level going back to October. If stocks sink on Thursday, the S&amp;P 500 could break through the critical support level.</p><p>&#34;We have little confidence of it holding as support,&#34; Krinsky said in written commentary shared with MarketWatch.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1f28ad9c4959d00850b8c31097b0ab16\" alt=\"\" title=\"\" tg-width=\"700\" tg-height=\"374\"/></p><p>This technical setup means there is now a decent probability that the S&amp;P 500 will fall all the way back to 6,000, Krinsky said.</p><p>More pressure on stocks emerged after the closing bell on Wednesday. Crude-oil prices (CL.1) (BRN00) continued to climb following an Iranian attack on Qatar&#39;s Ras Laffan energy hub. The Qatari Ministry of Foreign Affairs said in a post on X that the attack resulted in fires causing significant damage to the facility. It also denounced it as a &#34;dangerous escalation.&#34;</p><p>Also, shares of Micron Technology <a href=\"https://laohu8.com/S/MU\">$(MU)$</a> were lower after hours, even after the company delivered a blowout earnings forecast and earnings beat. Krinsky had said earlier that the stock&#39;s reaction could have a big impact on the broader market, particularly the all-important semiconductor industry, on Thursday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC",".IXIC":"NASDAQ Composite","BK4512":"苹果概念","BK4527":"明星科技股","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4553":"喜马拉雅资本持仓","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1",".SPX":"S&P 500 Index","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4504":"桥水持仓","BK4559":"巴菲特持仓","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4579":"人工智能","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4554":"元宇宙及AR概念","BK4605":"半导体精选","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4532":"文艺复兴科技持仓","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4581":"高盛持仓","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0109392836.USD":"富兰克林科技股A","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H",".DJI":"道琼斯","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620293643","content_text":"U.S. stocks were flirting with a critical threshold on Wednesday that, if broken, could portend another 10% drop for the S&P 500, according to one technical analyst.The S&P 500 SPX finished Wednesday at 6,624.70, just a hair north of its 200-day moving average at 6,615.70, FactSet data showed. The Dow Jones Industrial Average DJIA wasn't so lucky; the blue-chip gauge finished below its 200-day moving average for the first time since June. The Nasdaq composite COMP also closed below its 200-day moving average, although the index also finished below the critical trendline on Friday.That leaves U.S. stocks in a precarious position. According to Jonathan Krinsky, BTIG's managing director and chief market technician, this is the third time the S&P 500 has tested the 6,600 level going back to October. If stocks sink on Thursday, the S&P 500 could break through the critical support level.\"We have little confidence of it holding as support,\" Krinsky said in written commentary shared with MarketWatch.This technical setup means there is now a decent probability that the S&P 500 will fall all the way back to 6,000, Krinsky said.More pressure on stocks emerged after the closing bell on Wednesday. Crude-oil prices (CL.1) (BRN00) continued to climb following an Iranian attack on Qatar's Ras Laffan energy hub. The Qatari Ministry of Foreign Affairs said in a post on X that the attack resulted in fires causing significant damage to the facility. It also denounced it as a \"dangerous escalation.\"Also, shares of Micron Technology $(MU)$ were lower after hours, even after the company delivered a blowout earnings forecast and earnings beat. Krinsky had said earlier that the stock's reaction could have a big impact on the broader market, particularly the all-important semiconductor industry, on Thursday.","news_type":1,"symbols_score_info":{".IXIC":2,".DJI":2,".SPX":2}},"isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":544248701281744,"gmtCreate":1773901060796,"gmtModify":1773901064776,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"This and Tesla&nbsp;","listText":"This and Tesla&nbsp;","text":"This and Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/544248701281744","repostId":"2620239905","repostType":2,"repost":{"id":"2620239905","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1773899579,"share":"https://ttm.financial/m/news/2620239905?lang=en_US&edition=fundamental","pubTime":"2026-03-19 13:52","market":"fut","language":"en","title":"Nvidia's Next Act Will Be Its Biggest -- and Toughest","url":"https://stock-news.laohu8.com/highlight/detail?id=2620239905","media":"Dow Jones","summary":"It says something about Nvidia's current state when a trillion dollars in sales counts as mundane.Nvidia hasn't achieved that yet. But the company used its GTC conference this week to project that much in revenue for just two of its chip families for the three-year period ending in 2027. And Chief Executive Officer Jensen Huang later made clear that forecast is a floor, as it doesn't include some of the company's latest offerings like the new Groq chip for AI inferencing that was announced at the event.Wall Street's projections for Nvidia's business were already robust. But the trillion-dollar forecast still counts as a beat, as analysts were expecting Nvidia's total data center revenue of around $965 billion for the specified period, according to consensus estimates from Visible Alpha.","content":"<html><head></head><body><p>It says something about <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s current state when a trillion dollars in sales counts as mundane.</p><p>Nvidia hasn&#39;t achieved that yet. But the company used its GTC conference this week to project that much in revenue for just two of its chip families for the three-year period ending in 2027. And Chief Executive Officer Jensen Huang later made clear that forecast is a floor, as it doesn&#39;t include some of the company&#39;s latest offerings like the new Groq chip for AI inferencing that was announced at the event.</p><p>Wall Street&#39;s projections for Nvidia&#39;s business were already robust. But the trillion-dollar forecast still counts as a beat, as analysts were expecting Nvidia&#39;s total data center revenue of around $965 billion for the specified period, according to consensus estimates from Visible Alpha.</p><p>And yet, investors are yawning. Nvidia&#39;s stock has barely budged over the two days since the conference started. That continues a subpar recent performance, with the shares slipping more than 2% since the start of the year. Nvidia&#39;s stock has essentially flatlined even as its results -- and projected business -- keep surging higher. The world&#39;s most valuable company now commands a multiple of projected earnings below the S&amp;P 500 for the first time in more than a decade, according to data from FactSet.</p><p>There is a mix of reasons. Investors have been growing more concerned with the sustainability of AI spending. Most of the megacap tech giants draining their free cash flow to buy Nvidia&#39;s chips have seen their stocks fare even worse this year.</p><p>The capital spending plans broadcast by those companies over the last couple of months also didn&#39;t leave much mystery as to who would be the biggest beneficiary. Daniel Newman, CEO of market research firm Futurum, noted that even the $1 trillion forecast &#34;did not fully answer the question the market is asking now, which is whether Nvidia has another real upside leg beyond the already massive AI infrastructure cycle that investors have been underwriting for two years.&#34;</p><p>Nvidia&#39;s already enormous market cap of $4.4 trillion also creates a challenge for semiconductor investors accustomed to looking for more upside potential. &#34;Many investors, at least the ones that talk to semis analysts, want to pick stocks that they can at least create scenarios of them doubling,&#34; Josh Buchalter of TD Cowen wrote in a report Monday.</p><p>Nvidia also now sits at a competitive crossroads, as the evolving needs of the AI computing market grow beyond the training of large language models that the company&#39;s GPU chips were so well suited for. Nvidia spent much of this year&#39;s conference touting its strength in inferencing, which is when AI models produce responses to queries. Cost-effective inferencing requires a high mix of CPU chips, which are the main brains of any computing system. Nvidia designs its own CPU chips now, but that has long been a market dominated by companies like Advanced Micro Devices and Intel.</p><p>Those competitors, plus a host of startups and the in-house chip design teams of major Nvidia customers like Google, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and Microsoft all see an opportunity in the shift to inferencing. Nvidia&#39;s sky-high gross profit margins of more than 70% also make the company a tempting target for challengers that feel they can underprice the leader.</p><p>But a lower price alone won&#39;t nullify Nvidia&#39;s strong advantages. The company is moving fast and now pushes out significant new platforms every year. That speed is most evident with the Groq chips that will be available with the Vera Rubin platforms that start shipping later this year -- less than 12 months after Nvidia secured the deal with the startup. The rapid evolution of Nvidia&#39;s systems makes it hard for competitors to keep up. &#34;We consistently hear that customers see a competitive product as potentially lower cost, put it into use, and come back to Nvidia,&#34; Morgan Stanley analyst Joe Moore wrote in a report Tuesday.</p><p>Nvidia&#39;s resources are also a major advantage in a market where vital components like memory are in short supply and seeing significant price surges. The company ended its latest fiscal year in January with $95.2 billion in manufacturing, supply and capacity commitments, which was up nearly $45 billion from just three months prior and far beyond the annual free cash flow of any other chip competitor. Nvidia will likely keep dominating the AI market for the next few years. How investors will choose to value that is far less certain.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Next Act Will Be Its Biggest -- and Toughest</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Next Act Will Be Its Biggest -- and Toughest\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-19 13:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It says something about <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s current state when a trillion dollars in sales counts as mundane.</p><p>Nvidia hasn&#39;t achieved that yet. But the company used its GTC conference this week to project that much in revenue for just two of its chip families for the three-year period ending in 2027. And Chief Executive Officer Jensen Huang later made clear that forecast is a floor, as it doesn&#39;t include some of the company&#39;s latest offerings like the new Groq chip for AI inferencing that was announced at the event.</p><p>Wall Street&#39;s projections for Nvidia&#39;s business were already robust. But the trillion-dollar forecast still counts as a beat, as analysts were expecting Nvidia&#39;s total data center revenue of around $965 billion for the specified period, according to consensus estimates from Visible Alpha.</p><p>And yet, investors are yawning. Nvidia&#39;s stock has barely budged over the two days since the conference started. That continues a subpar recent performance, with the shares slipping more than 2% since the start of the year. Nvidia&#39;s stock has essentially flatlined even as its results -- and projected business -- keep surging higher. The world&#39;s most valuable company now commands a multiple of projected earnings below the S&amp;P 500 for the first time in more than a decade, according to data from FactSet.</p><p>There is a mix of reasons. Investors have been growing more concerned with the sustainability of AI spending. Most of the megacap tech giants draining their free cash flow to buy Nvidia&#39;s chips have seen their stocks fare even worse this year.</p><p>The capital spending plans broadcast by those companies over the last couple of months also didn&#39;t leave much mystery as to who would be the biggest beneficiary. Daniel Newman, CEO of market research firm Futurum, noted that even the $1 trillion forecast &#34;did not fully answer the question the market is asking now, which is whether Nvidia has another real upside leg beyond the already massive AI infrastructure cycle that investors have been underwriting for two years.&#34;</p><p>Nvidia&#39;s already enormous market cap of $4.4 trillion also creates a challenge for semiconductor investors accustomed to looking for more upside potential. &#34;Many investors, at least the ones that talk to semis analysts, want to pick stocks that they can at least create scenarios of them doubling,&#34; Josh Buchalter of TD Cowen wrote in a report Monday.</p><p>Nvidia also now sits at a competitive crossroads, as the evolving needs of the AI computing market grow beyond the training of large language models that the company&#39;s GPU chips were so well suited for. Nvidia spent much of this year&#39;s conference touting its strength in inferencing, which is when AI models produce responses to queries. Cost-effective inferencing requires a high mix of CPU chips, which are the main brains of any computing system. Nvidia designs its own CPU chips now, but that has long been a market dominated by companies like Advanced Micro Devices and Intel.</p><p>Those competitors, plus a host of startups and the in-house chip design teams of major Nvidia customers like Google, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> and Microsoft all see an opportunity in the shift to inferencing. Nvidia&#39;s sky-high gross profit margins of more than 70% also make the company a tempting target for challengers that feel they can underprice the leader.</p><p>But a lower price alone won&#39;t nullify Nvidia&#39;s strong advantages. The company is moving fast and now pushes out significant new platforms every year. That speed is most evident with the Groq chips that will be available with the Vera Rubin platforms that start shipping later this year -- less than 12 months after Nvidia secured the deal with the startup. The rapid evolution of Nvidia&#39;s systems makes it hard for competitors to keep up. &#34;We consistently hear that customers see a competitive product as potentially lower cost, put it into use, and come back to Nvidia,&#34; Morgan Stanley analyst Joe Moore wrote in a report Tuesday.</p><p>Nvidia&#39;s resources are also a major advantage in a market where vital components like memory are in short supply and seeing significant price surges. The company ended its latest fiscal year in January with $95.2 billion in manufacturing, supply and capacity commitments, which was up nearly $45 billion from just three months prior and far beyond the annual free cash flow of any other chip competitor. Nvidia will likely keep dominating the AI market for the next few years. How investors will choose to value that is far less certain.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU1400636574.HKD":"ALLIANZ EUROPE INCOME AND GROWTH \"AMG\" (HKDHDG) INC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0557290698.USD":"施罗德环球可持续增长基金","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","BK4567":"ESG概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - 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But the company used its GTC conference this week to project that much in revenue for just two of its chip families for the three-year period ending in 2027. And Chief Executive Officer Jensen Huang later made clear that forecast is a floor, as it doesn't include some of the company's latest offerings like the new Groq chip for AI inferencing that was announced at the event.Wall Street's projections for Nvidia's business were already robust. But the trillion-dollar forecast still counts as a beat, as analysts were expecting Nvidia's total data center revenue of around $965 billion for the specified period, according to consensus estimates from Visible Alpha.And yet, investors are yawning. Nvidia's stock has barely budged over the two days since the conference started. That continues a subpar recent performance, with the shares slipping more than 2% since the start of the year. Nvidia's stock has essentially flatlined even as its results -- and projected business -- keep surging higher. The world's most valuable company now commands a multiple of projected earnings below the S&P 500 for the first time in more than a decade, according to data from FactSet.There is a mix of reasons. Investors have been growing more concerned with the sustainability of AI spending. Most of the megacap tech giants draining their free cash flow to buy Nvidia's chips have seen their stocks fare even worse this year.The capital spending plans broadcast by those companies over the last couple of months also didn't leave much mystery as to who would be the biggest beneficiary. Daniel Newman, CEO of market research firm Futurum, noted that even the $1 trillion forecast \"did not fully answer the question the market is asking now, which is whether Nvidia has another real upside leg beyond the already massive AI infrastructure cycle that investors have been underwriting for two years.\"Nvidia's already enormous market cap of $4.4 trillion also creates a challenge for semiconductor investors accustomed to looking for more upside potential. \"Many investors, at least the ones that talk to semis analysts, want to pick stocks that they can at least create scenarios of them doubling,\" Josh Buchalter of TD Cowen wrote in a report Monday.Nvidia also now sits at a competitive crossroads, as the evolving needs of the AI computing market grow beyond the training of large language models that the company's GPU chips were so well suited for. Nvidia spent much of this year's conference touting its strength in inferencing, which is when AI models produce responses to queries. Cost-effective inferencing requires a high mix of CPU chips, which are the main brains of any computing system. Nvidia designs its own CPU chips now, but that has long been a market dominated by companies like Advanced Micro Devices and Intel.Those competitors, plus a host of startups and the in-house chip design teams of major Nvidia customers like Google, Amazon and Microsoft all see an opportunity in the shift to inferencing. Nvidia's sky-high gross profit margins of more than 70% also make the company a tempting target for challengers that feel they can underprice the leader.But a lower price alone won't nullify Nvidia's strong advantages. The company is moving fast and now pushes out significant new platforms every year. That speed is most evident with the Groq chips that will be available with the Vera Rubin platforms that start shipping later this year -- less than 12 months after Nvidia secured the deal with the startup. The rapid evolution of Nvidia's systems makes it hard for competitors to keep up. \"We consistently hear that customers see a competitive product as potentially lower cost, put it into use, and come back to Nvidia,\" Morgan Stanley analyst Joe Moore wrote in a report Tuesday.Nvidia's resources are also a major advantage in a market where vital components like memory are in short supply and seeing significant price surges. The company ended its latest fiscal year in January with $95.2 billion in manufacturing, supply and capacity commitments, which was up nearly $45 billion from just three months prior and far beyond the annual free cash flow of any other chip competitor. Nvidia will likely keep dominating the AI market for the next few years. How investors will choose to value that is far less certain.","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":1205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":539338988873144,"gmtCreate":1772696279652,"gmtModify":1772696283639,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"Who wrote this crap","listText":"Who wrote this crap","text":"Who wrote this crap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/539338988873144","repostId":"2617515348","repostType":4,"repost":{"id":"2617515348","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1772694687,"share":"https://ttm.financial/m/news/2617515348?lang=en_US&edition=fundamental","pubTime":"2026-03-05 15:11","market":"hk","language":"en","title":"How the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2617515348","media":"Dow Jones","summary":"Stick a fork in it. Turn out the lights. Hasta la vista.Say it anyway you'd like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, Amazon.com, Apple, Meta Platforms, Nvidia, Microsoft, and Tesla -- is now a thing of the past.The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.True, folks predicted the demise of the Mag Seven's dominance last year, and it didn't happen. What's different now is that artificial intelligence has thickened the plot.First, AI subverts the tech giants' economies of scale by lowering the relatively high fixed cost","content":"<html><head></head><body><p>Stick a fork in it. Turn out the lights. Hasta la vista.</p><p>Say it anyway you&#39;d like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com, Apple, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Microsoft, and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> -- is now a thing of the past.</p><p>The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.</p><p>Recall that BofA Securities analyst Michael Hartnett coined the term Magnificent Seven in 2023, referring to the 1960 John Sturges Western gunslinger flick (an adaptation of Akira Kurosawa&#39;s 1954 film Seven Samurai). Since then those stocks have been lights out, up 76% in 2023, 47.5% in 2024, and 19.3% last year, beating the market every year, according to FactSet. Even with the group&#39;s performance down a bit last year, it contributed 42% of the S&amp;P 500&#39;s total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments. And the Mag Seven accounts for roughly one-third of the index&#39;s market cap.</p><p>We&#39;ve seen this movie before. There was the Era of the Titans in the 1960s, when 10 companies, led by AT&amp;T, General Motors, and <a href=\"https://laohu8.com/S/XOM\">Exxon</a> Mobil, then called Standard Oil, accounted for nearly 30% of the market; the Nifty Fifty in the late 1960s and early 1970s; and the dot-com era, when mega tech stocks Cisco Systems, Microsoft, Intel, and <a href=\"https://laohu8.com/S/DELL\">Dell</a> Technologies made up 27% of the market. Now the market is even more concentrated in fewer stocks.</p><p>True, folks predicted the demise of the Mag Seven&#39;s dominance last year, and it didn&#39;t happen. What&#39;s different now is that artificial intelligence has thickened the plot.</p><p>For starters, Microsoft, Amazon, Alphabet, and Meta (as well as Oracle) are spending jaw-dropping money on data centers and Nvidia chips. (This is less the case for Tesla and Apple -- and of course, Nvidia stands to benefit.) Peter Berezin, chief global strategist at BCA Research, notes that the &#34;hyperscalers are set to spend $670 billion on capex in 2026, up from $410 billion in 2025 and $240 billion in 2024. Free cash flow is plummeting and has already turned negative for Oracle.&#34; This spending lowers the heretofore bountiful margins of the Mag Seven and makes their financials more opaque as they tap Wall Street for complex loan and funding strategies.</p><p>But wait, there&#39;s more -- which Berezin lays out in a recent paper, &#34;AI Will Kill The Tech Monopolies.&#34; Tech companies, Berezin says, have historically generated profits from three sources: economies of scale, network effects, and proprietary technologies. &#34;A lot of things that Mag Seven have enjoyed that have contributed to their profitability could now be threatened by AI,&#34; he argues.</p><p>First, AI subverts the tech giants&#39; economies of scale by lowering the relatively high fixed costs of writing software, which had served as a protective moat for these companies. AI allows anyone to code. And the market has brutally punished software companies, with the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Expanded Tech-Software Sector exchange-traded fund down some 30% from its 2025 peak. On the variable cost side of the coin, spending on graphics processing units and data centers, as well as massive electricity bills, are sending tech companies&#39; capital-light models the way of the dial-up modem.</p><p>As for network effects, which have greatly facilitated the likes of Facebook, YouTube, and LinkedIn, Berezin sees AI undermining this advantage in two ways. First, as AI bots populate these sites with fake images and get-rich schemes, audiences will tune out. Second, and even more concerning for the networks, is that AI systems could create a content feed layered on top of one&#39;s preferred social media. This would reduce the leverage that, say, YouTube has over an influencer, who could bypass that channel and post anywhere and get picked up by the AI algorithm.</p><p>When it comes to proprietary technology, Berezin argues that since much of what goes into creating AI systems is open source, it will be difficult for any one company to achieve a monopoly position. Incumbents that increasingly use AI as part of their core processes, like Microsoft and Alphabet, will lose monopoly power as it lessens the degree to which they are differentiated.</p><p>The markets seem to be waking up to all this. Mean reversion, never an &#34;if&#34; but a &#34;when&#34; proposition, may already be occurring. The Mag Seven is down 7.2% year to date, while the S&amp;P 500 is off 0.89%. What would the S&amp;P 500&#39;s performance be if you stripped out the Mag Seven? A proxy for that is the <a href=\"https://laohu8.com/S/XMAG\">Defiance Large Cap ex-Mag 7 ETF</a>, which I wrote about at its launch in October 2024 and which owns all the stocks in the S&amp;P 500 except those seven. It&#39;s up 1.89% year to date.</p><p>&#34;There are periods of time where the Mag Seven has taken a back seat, and this year is one of them,&#34; says Sylvia Jablonski, chief investment officer of Defiance ETFs.</p><p>Another non-Mag Seven play is the Invesco S&amp;P 500 Equal Weight ETF, which mutes the outperformance of the Mag Seven (or any other stock) by equal-weighting each stock in the index and rebalancing every quarter. It&#39;s up 5.1% year to date.</p><p>Circling back to the 1960 Sturges movie, near the end of the flick a character remarks that the Magnificent Seven gunslingers were &#34;like the wind, blowing over the land and passing on.&#34; So too, now, perhaps this latest version.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-05 15:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stick a fork in it. Turn out the lights. Hasta la vista.</p><p>Say it anyway you&#39;d like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com, Apple, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Microsoft, and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> -- is now a thing of the past.</p><p>The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.</p><p>Recall that BofA Securities analyst Michael Hartnett coined the term Magnificent Seven in 2023, referring to the 1960 John Sturges Western gunslinger flick (an adaptation of Akira Kurosawa&#39;s 1954 film Seven Samurai). Since then those stocks have been lights out, up 76% in 2023, 47.5% in 2024, and 19.3% last year, beating the market every year, according to FactSet. Even with the group&#39;s performance down a bit last year, it contributed 42% of the S&amp;P 500&#39;s total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments. And the Mag Seven accounts for roughly one-third of the index&#39;s market cap.</p><p>We&#39;ve seen this movie before. There was the Era of the Titans in the 1960s, when 10 companies, led by AT&amp;T, General Motors, and <a href=\"https://laohu8.com/S/XOM\">Exxon</a> Mobil, then called Standard Oil, accounted for nearly 30% of the market; the Nifty Fifty in the late 1960s and early 1970s; and the dot-com era, when mega tech stocks Cisco Systems, Microsoft, Intel, and <a href=\"https://laohu8.com/S/DELL\">Dell</a> Technologies made up 27% of the market. Now the market is even more concentrated in fewer stocks.</p><p>True, folks predicted the demise of the Mag Seven&#39;s dominance last year, and it didn&#39;t happen. What&#39;s different now is that artificial intelligence has thickened the plot.</p><p>For starters, Microsoft, Amazon, Alphabet, and Meta (as well as Oracle) are spending jaw-dropping money on data centers and Nvidia chips. (This is less the case for Tesla and Apple -- and of course, Nvidia stands to benefit.) Peter Berezin, chief global strategist at BCA Research, notes that the &#34;hyperscalers are set to spend $670 billion on capex in 2026, up from $410 billion in 2025 and $240 billion in 2024. Free cash flow is plummeting and has already turned negative for Oracle.&#34; This spending lowers the heretofore bountiful margins of the Mag Seven and makes their financials more opaque as they tap Wall Street for complex loan and funding strategies.</p><p>But wait, there&#39;s more -- which Berezin lays out in a recent paper, &#34;AI Will Kill The Tech Monopolies.&#34; Tech companies, Berezin says, have historically generated profits from three sources: economies of scale, network effects, and proprietary technologies. &#34;A lot of things that Mag Seven have enjoyed that have contributed to their profitability could now be threatened by AI,&#34; he argues.</p><p>First, AI subverts the tech giants&#39; economies of scale by lowering the relatively high fixed costs of writing software, which had served as a protective moat for these companies. AI allows anyone to code. And the market has brutally punished software companies, with the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Expanded Tech-Software Sector exchange-traded fund down some 30% from its 2025 peak. On the variable cost side of the coin, spending on graphics processing units and data centers, as well as massive electricity bills, are sending tech companies&#39; capital-light models the way of the dial-up modem.</p><p>As for network effects, which have greatly facilitated the likes of Facebook, YouTube, and LinkedIn, Berezin sees AI undermining this advantage in two ways. First, as AI bots populate these sites with fake images and get-rich schemes, audiences will tune out. Second, and even more concerning for the networks, is that AI systems could create a content feed layered on top of one&#39;s preferred social media. This would reduce the leverage that, say, YouTube has over an influencer, who could bypass that channel and post anywhere and get picked up by the AI algorithm.</p><p>When it comes to proprietary technology, Berezin argues that since much of what goes into creating AI systems is open source, it will be difficult for any one company to achieve a monopoly position. Incumbents that increasingly use AI as part of their core processes, like Microsoft and Alphabet, will lose monopoly power as it lessens the degree to which they are differentiated.</p><p>The markets seem to be waking up to all this. Mean reversion, never an &#34;if&#34; but a &#34;when&#34; proposition, may already be occurring. The Mag Seven is down 7.2% year to date, while the S&amp;P 500 is off 0.89%. What would the S&amp;P 500&#39;s performance be if you stripped out the Mag Seven? A proxy for that is the <a href=\"https://laohu8.com/S/XMAG\">Defiance Large Cap ex-Mag 7 ETF</a>, which I wrote about at its launch in October 2024 and which owns all the stocks in the S&amp;P 500 except those seven. It&#39;s up 1.89% year to date.</p><p>&#34;There are periods of time where the Mag Seven has taken a back seat, and this year is one of them,&#34; says Sylvia Jablonski, chief investment officer of Defiance ETFs.</p><p>Another non-Mag Seven play is the Invesco S&amp;P 500 Equal Weight ETF, which mutes the outperformance of the Mag Seven (or any other stock) by equal-weighting each stock in the index and rebalancing every quarter. It&#39;s up 5.1% year to date.</p><p>Circling back to the 1960 Sturges movie, near the end of the flick a character remarks that the Magnificent Seven gunslingers were &#34;like the wind, blowing over the land and passing on.&#34; So too, now, perhaps this latest version.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","SG9999002232.USD":"Allianz Global High Payout USD","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4512":"苹果概念","BK4543":"AI","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0079474960.USD":"联博美国增长基金A","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU1400636491.USD":"Allianz Europe Income and Growth Cl AMg DIS H2-USD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","BK4514":"搜索引擎","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU1046421795.USD":"富达环球科技A-ACC","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","BK4516":"特朗普概念","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4592":"伊斯兰概念","BK4515":"5G概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - 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Turn out the lights. Hasta la vista.Say it anyway you'd like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, Amazon.com, Apple, Meta Platforms, Nvidia, Microsoft, and Tesla -- is now a thing of the past.The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.Recall that BofA Securities analyst Michael Hartnett coined the term Magnificent Seven in 2023, referring to the 1960 John Sturges Western gunslinger flick (an adaptation of Akira Kurosawa's 1954 film Seven Samurai). Since then those stocks have been lights out, up 76% in 2023, 47.5% in 2024, and 19.3% last year, beating the market every year, according to FactSet. Even with the group's performance down a bit last year, it contributed 42% of the S&P 500's total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments. And the Mag Seven accounts for roughly one-third of the index's market cap.We've seen this movie before. There was the Era of the Titans in the 1960s, when 10 companies, led by AT&T, General Motors, and Exxon Mobil, then called Standard Oil, accounted for nearly 30% of the market; the Nifty Fifty in the late 1960s and early 1970s; and the dot-com era, when mega tech stocks Cisco Systems, Microsoft, Intel, and Dell Technologies made up 27% of the market. Now the market is even more concentrated in fewer stocks.True, folks predicted the demise of the Mag Seven's dominance last year, and it didn't happen. What's different now is that artificial intelligence has thickened the plot.For starters, Microsoft, Amazon, Alphabet, and Meta (as well as Oracle) are spending jaw-dropping money on data centers and Nvidia chips. (This is less the case for Tesla and Apple -- and of course, Nvidia stands to benefit.) Peter Berezin, chief global strategist at BCA Research, notes that the \"hyperscalers are set to spend $670 billion on capex in 2026, up from $410 billion in 2025 and $240 billion in 2024. Free cash flow is plummeting and has already turned negative for Oracle.\" This spending lowers the heretofore bountiful margins of the Mag Seven and makes their financials more opaque as they tap Wall Street for complex loan and funding strategies.But wait, there's more -- which Berezin lays out in a recent paper, \"AI Will Kill The Tech Monopolies.\" Tech companies, Berezin says, have historically generated profits from three sources: economies of scale, network effects, and proprietary technologies. \"A lot of things that Mag Seven have enjoyed that have contributed to their profitability could now be threatened by AI,\" he argues.First, AI subverts the tech giants' economies of scale by lowering the relatively high fixed costs of writing software, which had served as a protective moat for these companies. AI allows anyone to code. And the market has brutally punished software companies, with the iShares Expanded Tech-Software Sector exchange-traded fund down some 30% from its 2025 peak. On the variable cost side of the coin, spending on graphics processing units and data centers, as well as massive electricity bills, are sending tech companies' capital-light models the way of the dial-up modem.As for network effects, which have greatly facilitated the likes of Facebook, YouTube, and LinkedIn, Berezin sees AI undermining this advantage in two ways. First, as AI bots populate these sites with fake images and get-rich schemes, audiences will tune out. Second, and even more concerning for the networks, is that AI systems could create a content feed layered on top of one's preferred social media. This would reduce the leverage that, say, YouTube has over an influencer, who could bypass that channel and post anywhere and get picked up by the AI algorithm.When it comes to proprietary technology, Berezin argues that since much of what goes into creating AI systems is open source, it will be difficult for any one company to achieve a monopoly position. Incumbents that increasingly use AI as part of their core processes, like Microsoft and Alphabet, will lose monopoly power as it lessens the degree to which they are differentiated.The markets seem to be waking up to all this. Mean reversion, never an \"if\" but a \"when\" proposition, may already be occurring. The Mag Seven is down 7.2% year to date, while the S&P 500 is off 0.89%. What would the S&P 500's performance be if you stripped out the Mag Seven? A proxy for that is the Defiance Large Cap ex-Mag 7 ETF, which I wrote about at its launch in October 2024 and which owns all the stocks in the S&P 500 except those seven. It's up 1.89% year to date.\"There are periods of time where the Mag Seven has taken a back seat, and this year is one of them,\" says Sylvia Jablonski, chief investment officer of Defiance ETFs.Another non-Mag Seven play is the Invesco S&P 500 Equal Weight ETF, which mutes the outperformance of the Mag Seven (or any other stock) by equal-weighting each stock in the index and rebalancing every quarter. It's up 5.1% year to date.Circling back to the 1960 Sturges movie, near the end of the flick a character remarks that the Magnificent Seven gunslingers were \"like the wind, blowing over the land and passing on.\" So too, now, perhaps this latest version.","news_type":1,"symbols_score_info":{"GOOG":2,"NVDA":2,"TSLA":2,"AAPL":2,"META":2,"AMZN":2,"MSFT":2}},"isVote":1,"tweetType":1,"viewCount":1441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496895841092520,"gmtCreate":1762334966080,"gmtModify":1762334969952,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"How many times must nvidia emphasize their china revenue is zero?","listText":"How many times must nvidia emphasize their china revenue is zero?","text":"How many times must nvidia emphasize their china revenue is zero?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/496895841092520","repostId":"2581746581","repostType":2,"repost":{"id":"2581746581","kind":"live","pubTimestamp":1762329600,"share":"https://ttm.financial/m/news/2581746581?lang=en_US&edition=fundamental","pubTime":"2025-11-05 16:00","market":"us","language":"en","title":"Exclusive-Foreign Chips Banned in Chinese State-Funded Data Centres Include Nvidia's H20, B200 and H200 Chips, Source Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2581746581","media":"THOMSON REUTERS","summary":"Exclusive-Foreign Chips Banned in Chinese State-Funded Data Centres Include Nvidia's H20, B200 and H","content":"<html><body><p>Exclusive-Foreign Chips Banned in Chinese State-Funded Data Centres Include Nvidia's H20, B200 and H200 Chips, Source Says</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>Exclusive-Foreign Chips Banned in Chinese State-Funded Data Centres Include Nvidia's H20, B200 and H200 Chips, Source Says</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nExclusive-Foreign Chips Banned in Chinese State-Funded Data Centres Include Nvidia's H20, B200 and H200 Chips, Source Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-05 16:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251105:nP8N3VY0D5:4><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Exclusive-Foreign Chips Banned in Chinese State-Funded Data Centres Include Nvidia's H20, B200 and H200 Chips, Source Says</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251105:nP8N3VY0D5:4\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDY":"NVDA期权收益策略ETF-YieldMax","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2505996681.GBP":"WELLINGTON 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ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","SNVD.UK":"LS -1X NVIDIA","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","NVDS.UK":"LS -1X NVIDIA","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","NVD":"2倍做空NVDA ETF-GraniteShares","NVDS":"1.5倍做空NVDA ETF-Tradr","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","3NVD.UK":"LS 3X NVIDIA","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","NVDU":"2倍做多NVDA ETF-Direxion","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","NVIW.SI":"NVDA 3xLongSG261006","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","NVDX":"2倍做多NVDA ETF-T-Rex","NVDA":"英伟达","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251105:nP8N3VY0D5:4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2581746581","content_text":"Exclusive-Foreign Chips Banned in Chinese State-Funded Data Centres Include Nvidia's H20, B200 and H200 Chips, Source Says","news_type":1,"symbols_score_info":{"NVDS":0.6,"NVIW.SI":0.6,"2NVD.UK":0.6,"NVDU":0.6,"NVD3.UK":0.6,"NVDA":0.9,"NVDL":0.6,"NVDS.UK":0.6,"NVDD":0.6,"NVD2.UK":0.6,"NVDY":0.6,"3NVD.UK":0.6,"SNVD.UK":0.6,"NVDX":0.6,"NVD":0.6}},"isVote":1,"tweetType":1,"viewCount":2586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":496555545354648,"gmtCreate":1762251803405,"gmtModify":1762251806176,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"Buy the dip","listText":"Buy the dip","text":"Buy the dip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/496555545354648","repostId":"2580209799","repostType":2,"repost":{"id":"2580209799","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1762239468,"share":"https://ttm.financial/m/news/2580209799?lang=en_US&edition=fundamental","pubTime":"2025-11-04 14:57","market":"us","language":"en","title":"Norway Wealth Fund To Vote Against Musk's $1 Trillion Tesla Pay Package","url":"https://stock-news.laohu8.com/highlight/detail?id=2580209799","media":"Reuters","summary":"UPDATE 2-Norway wealth fund to vote against Musk's $1 trillion Tesla pay packageAdds background and detail on vote in paragraphs 6-10. The fund, Tesla's seventh-biggest owner with a 1.12% stake worth $17 billion, also voted \"no\" to Musk's previous compensation plan, which was originally worth up to $56 billion, drawing a. sharp response from the CEO, who turned down an invitation to a conference in Oslo.NBIM on Tuesday also said it will vote against two out of three Tesla directors who are up for reelection.The $2.1 trillion Norwegian fund also said it would vote against Tesla's proposed general stock compensation plan, which is intended for all employees and can also be used by the board to benefit Musk.Tesla says its CEO will earn \"nothing\" unless the company's market value grows substantially and that the maximum award is only paid if the group reaches several milestones, most notably a market value of $8.5 trillion, a near six-fold increase.Yet Musk could still reap tens of billion","content":"<html><head></head><body><p>OSLO, Nov 4 (Reuters) - Norway&#39;s sovereign wealth fund, the world&#39;s largest, said on Tuesday it would vote against ratifying Tesla TSLA.O CEO Elon Musk&#39;s proposed compensation package, containing shares worth up to $1 trillion, at an annual general meeting this week.</p><p>Tesla shares dropped 2% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a7ea9f3f4d8ec8316019bd41f612e8ce\" tg-width=\"933\" tg-height=\"833\"/></p><p>Investors in the electric-vehicle maker will decide on November 6 whether to approve the package, likely the largest-ever CEO compensation agreement, which critics have called excessive.</p><p>Tesla&#39;s board is pushing for shareholders to approve the plan, with Chair Robyn Denholm warning last week that Musk could leave the company if the deal is rejected.</p><p>While the package could grant stock worth up to $1 trillion over 10 years, the cost of those shares at the time of the award will be deducted, making the value to Musk slightly lower, at up to $878 billion, according to a Reuters analysis.</p><p>&#34;While we appreciate the significant value created under Mr. Musk&#39;s visionary role, we are concerned about the total size of the award, dilution, and lack of mitigation of key person risk- consistent with our views on executive compensation,&#34; Norges Bank Investment Management said on its website.</p><p>The fund, Tesla&#39;s seventh-biggest owner with a 1.12% stake worth $17 billion, also voted &#34;no&#34; to Musk&#39;s previous compensation plan, which was originally worth up to $56 billion, drawing a sharp response from the CEO, who turned down an invitation to a conference in Oslo.</p><p>NBIM on Tuesday also said it will vote against two out of three Tesla directors who are up for reelection.</p><p>The $2.1 trillion Norwegian fund also said it would vote against Tesla&#39;s proposed general stock compensation plan, which is intended for all employees and can also be used by the board to benefit Musk.</p><p>Tesla says its CEO will earn &#34;nothing&#34; unless the company&#39;s market value grows substantially and that the maximum award is only paid if the group reaches several milestones, most notably a market value of $8.5 trillion, a near six-fold increase.</p><p>Yet Musk could still reap tens of billions of dollars without meeting many of those targets, according to experts in executive pay, company valuations, robotics and automotive trends.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Norway Wealth Fund To Vote Against Musk's $1 Trillion Tesla Pay Package</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNorway Wealth Fund To Vote Against Musk's $1 Trillion Tesla Pay Package\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-11-04 14:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>OSLO, Nov 4 (Reuters) - Norway&#39;s sovereign wealth fund, the world&#39;s largest, said on Tuesday it would vote against ratifying Tesla TSLA.O CEO Elon Musk&#39;s proposed compensation package, containing shares worth up to $1 trillion, at an annual general meeting this week.</p><p>Tesla shares dropped 2% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a7ea9f3f4d8ec8316019bd41f612e8ce\" tg-width=\"933\" tg-height=\"833\"/></p><p>Investors in the electric-vehicle maker will decide on November 6 whether to approve the package, likely the largest-ever CEO compensation agreement, which critics have called excessive.</p><p>Tesla&#39;s board is pushing for shareholders to approve the plan, with Chair Robyn Denholm warning last week that Musk could leave the company if the deal is rejected.</p><p>While the package could grant stock worth up to $1 trillion over 10 years, the cost of those shares at the time of the award will be deducted, making the value to Musk slightly lower, at up to $878 billion, according to a Reuters analysis.</p><p>&#34;While we appreciate the significant value created under Mr. Musk&#39;s visionary role, we are concerned about the total size of the award, dilution, and lack of mitigation of key person risk- consistent with our views on executive compensation,&#34; Norges Bank Investment Management said on its website.</p><p>The fund, Tesla&#39;s seventh-biggest owner with a 1.12% stake worth $17 billion, also voted &#34;no&#34; to Musk&#39;s previous compensation plan, which was originally worth up to $56 billion, drawing a sharp response from the CEO, who turned down an invitation to a conference in Oslo.</p><p>NBIM on Tuesday also said it will vote against two out of three Tesla directors who are up for reelection.</p><p>The $2.1 trillion Norwegian fund also said it would vote against Tesla&#39;s proposed general stock compensation plan, which is intended for all employees and can also be used by the board to benefit Musk.</p><p>Tesla says its CEO will earn &#34;nothing&#34; unless the company&#39;s market value grows substantially and that the maximum award is only paid if the group reaches several milestones, most notably a market value of $8.5 trillion, a near six-fold increase.</p><p>Yet Musk could still reap tens of billions of dollars without meeting many of those targets, according to experts in executive pay, company valuations, robotics and automotive trends.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","TSYW.SI":"TESLA 3xLongSG261006","BK4555":"新能源车","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) 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GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4588":"碎股","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4574":"无人驾驶","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4604":"机器人概念","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4543":"AI","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 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overnight trading.Investors in the electric-vehicle maker will decide on November 6 whether to approve the package, likely the largest-ever CEO compensation agreement, which critics have called excessive.Tesla's board is pushing for shareholders to approve the plan, with Chair Robyn Denholm warning last week that Musk could leave the company if the deal is rejected.While the package could grant stock worth up to $1 trillion over 10 years, the cost of those shares at the time of the award will be deducted, making the value to Musk slightly lower, at up to $878 billion, according to a Reuters analysis.\"While we appreciate the significant value created under Mr. Musk's visionary role, we are concerned about the total size of the award, dilution, and lack of mitigation of key person risk- consistent with our views on executive compensation,\" Norges Bank Investment Management said on its website.The fund, Tesla's seventh-biggest owner with a 1.12% stake worth $17 billion, also voted \"no\" to Musk's previous compensation plan, which was originally worth up to $56 billion, drawing a sharp response from the CEO, who turned down an invitation to a conference in Oslo.NBIM on Tuesday also said it will vote against two out of three Tesla directors who are up for reelection.The $2.1 trillion Norwegian fund also said it would vote against Tesla's proposed general stock compensation plan, which is intended for all employees and can also be used by the board to benefit Musk.Tesla says its CEO will earn \"nothing\" unless the company's market value grows substantially and that the maximum award is only paid if the group reaches several milestones, most notably a market value of $8.5 trillion, a near six-fold increase.Yet Musk could still reap tens of billions of dollars without meeting many of those targets, according to experts in executive pay, company valuations, robotics and automotive trends.","news_type":1,"symbols_score_info":{"TSLA":0.9,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":2665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":495122649165928,"gmtCreate":1761888256227,"gmtModify":1761888260388,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"Lol ytd drop 8% today just recover to baseline point. It's a joke","listText":"Lol ytd drop 8% today just recover to baseline point. It's a joke","text":"Lol ytd drop 8% today just recover to baseline point. It's a joke","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/495122649165928","repostId":"2579066731","repostType":2,"repost":{"id":"2579066731","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1761870895,"share":"https://ttm.financial/m/news/2579066731?lang=en_US&edition=fundamental","pubTime":"2025-10-31 08:34","market":"nz","language":"en","title":"Strategy reports quarterly profit on bitcoin gains, shares rise","url":"https://stock-news.laohu8.com/highlight/detail?id=2579066731","media":"Reuters","summary":"Strategy reports quarterly profit on bitcoin gains, shares riseOct 30 (Reuters) - Strategy MSTR.O posted a profit in the third quarter, compared with a loss a year earlier, as improving sentiment arou","content":"<p><a href=\"https://laohu8.com/S/MSTR\">Strategy</a> posted a profit in the third quarter, compared with a loss a year earlier, as improving sentiment around the cryptocurrency sector benefited the largest corporate holder of bitcoin, sending its shares up nearly 4% after the bell.</p><p>Until the fourth quarter of 2024, Strategy could only record impairment losses when bitcoin's value fell below its purchase price, while gains from price increases remained unrealized unless the cryptocurrency was sold.</p><p>U.S. President Donald Trump's focus on the digital asset sector and his pledge to make America the global hub for cryptocurrencies, combined with strong ETF inflows, have helped bitcoin to scale multiple record highs in 2025.</p><p>Strategy held 640,808 bitcoins as of October 26, at a total cost of $47.44 billion, or $74,032 per bitcoin. The world's biggest cryptocurrency currently trades at around $107,833.</p><p>Rising bitcoin prices tend to appreciate Strategy's stock, enabling the company to raise additional capital for reinvestment into the cryptocurrency, creating a self-reinforcing cycle.</p><p>The increase in bitcoin's value lifts net income at Strategy's buy-and-hold treasury model, which has inspired several other companies to adopt similar approaches.</p><p>Strategy's net profit was $2.78 billion, or $8.42 per share, for the three months ended September 30, compared with a loss of $340.2 million, or $1.72 per share, a year earlier.</p><p>Shares of the company have lost about 12% so far in 2025, while bitcoin prices have risen 14.5%.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Strategy reports quarterly profit on bitcoin gains, shares rise</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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\">\nStrategy reports quarterly profit on bitcoin gains, shares rise\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-10-31 08:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/MSTR\">Strategy</a> posted a profit in the third quarter, compared with a loss a year earlier, as improving sentiment around the cryptocurrency sector benefited the largest corporate holder of bitcoin, sending its shares up nearly 4% after the bell.</p><p>Until the fourth quarter of 2024, Strategy could only record impairment losses when bitcoin's value fell below its purchase price, while gains from price increases remained unrealized unless the cryptocurrency was sold.</p><p>U.S. President Donald Trump's focus on the digital asset sector and his pledge to make America the global hub for cryptocurrencies, combined with strong ETF inflows, have helped bitcoin to scale multiple record highs in 2025.</p><p>Strategy held 640,808 bitcoins as of October 26, at a total cost of $47.44 billion, or $74,032 per bitcoin. The world's biggest cryptocurrency currently trades at around $107,833.</p><p>Rising bitcoin prices tend to appreciate Strategy's stock, enabling the company to raise additional capital for reinvestment into the cryptocurrency, creating a self-reinforcing cycle.</p><p>The increase in bitcoin's value lifts net income at Strategy's buy-and-hold treasury model, which has inspired several other companies to adopt similar approaches.</p><p>Strategy's net profit was $2.78 billion, or $8.42 per share, for the three months ended September 30, compared with a loss of $340.2 million, or $1.72 per share, a year earlier.</p><p>Shares of the company have lost about 12% so far in 2025, while bitcoin prices have risen 14.5%.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4595":"比特币概念","BK4596":"哈里斯概念","MSTR":"Strategy","BK4516":"特朗普概念","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4600":"加密货币概念","BK4023":"应用软件"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251030:nL4N3WB34R:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2579066731","content_text":"Strategy posted a profit in the third quarter, compared with a loss a year earlier, as improving sentiment around the cryptocurrency sector benefited the largest corporate holder of bitcoin, sending its shares up nearly 4% after the bell.Until the fourth quarter of 2024, Strategy could only record impairment losses when bitcoin's value fell below its purchase price, while gains from price increases remained unrealized unless the cryptocurrency was sold.U.S. President Donald Trump's focus on the digital asset sector and his pledge to make America the global hub for cryptocurrencies, combined with strong ETF inflows, have helped bitcoin to scale multiple record highs in 2025.Strategy held 640,808 bitcoins as of October 26, at a total cost of $47.44 billion, or $74,032 per bitcoin. The world's biggest cryptocurrency currently trades at around $107,833.Rising bitcoin prices tend to appreciate Strategy's stock, enabling the company to raise additional capital for reinvestment into the cryptocurrency, creating a self-reinforcing cycle.The increase in bitcoin's value lifts net income at Strategy's buy-and-hold treasury model, which has inspired several other companies to adopt similar approaches.Strategy's net profit was $2.78 billion, or $8.42 per share, for the three months ended September 30, compared with a loss of $340.2 million, or $1.72 per share, a year earlier.Shares of the company have lost about 12% so far in 2025, while bitcoin prices have risen 14.5%.","news_type":1,"symbols_score_info":{"MSTR":0.9}},"isVote":1,"tweetType":1,"viewCount":2228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494823954108592,"gmtCreate":1761837529341,"gmtModify":1761837532913,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"Huh?","listText":"Huh?","text":"Huh?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494823954108592","repostId":"2579129526","repostType":2,"repost":{"id":"2579129526","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1761837049,"share":"https://ttm.financial/m/news/2579129526?lang=en_US&edition=fundamental","pubTime":"2025-10-30 23:10","market":"fut","language":"en","title":"Core Scientific Inc. Highlights $10 Billion CoreWeave Contracts and Data Center Expansion in Investor Presentation","url":"https://stock-news.laohu8.com/highlight/detail?id=2579129526","media":"Reuters","summary":"Core Scientific Inc. outlined key developments during its recent investor presentation, highlighting long-term agreements with CoreWeave totaling over $10 billion in contract value and an estimated $850 million in average annual revenue. The company detailed its colocation contracts, which are designed to deliver strong margins, and reported a robust sales pipeline serving both hyperscale and non-hyperscale customers. Core Scientific is expanding its powered digital infrastructure portfolio, aiming to energize 250 MW by the end of 2025 and a total of 590 MW by early 2027. The company also noted that CoreWeave funds significant portions of the data center build-out costs and that the contracts include fixed pricing and security interests. The leadership team emphasized its extensive experience in data center infrastructure development. You can access the full presentation through the link below.Disclaimer: This news brief was created by Public Technologies  using generative artificial i","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      <a href=\"https://laohu8.com/S/CORZ\">Core Scientific</a> Inc. Highlights $10 Billion <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> Contracts and Data Center Expansion in Investor Presentation\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n        <a href=\"https://laohu8.com/S/CORZQ\">Core Scientific</a> Inc. outlined key developments during its recent investor presentation, highlighting long-term agreements with CoreWeave totaling over $10 billion in contract value and an estimated $850 million in average annual revenue. The company detailed its colocation contracts, which are designed to deliver strong margins, and reported a robust sales pipeline serving both hyperscale and non-hyperscale customers. <a href=\"https://laohu8.com/S/CRZWQ\">Core Scientific</a> is expanding its powered digital infrastructure portfolio, aiming to energize 250 MW by the end of 2025 and a total of 590 MW by early 2027. The company also noted that CoreWeave funds significant portions of the data center build-out costs and that the contracts include fixed pricing and security interests. The leadership team emphasized its extensive experience in data center infrastructure development. You can access the full presentation through the link below.\n      </p>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<em>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Core Scientific Inc. published the original content used to generate this news brief on October 30, 2025, and is solely responsible for the information contained therein.</span></em>\n</div></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Core Scientific Inc. Highlights $10 Billion CoreWeave Contracts and Data Center Expansion in Investor Presentation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCore Scientific Inc. Highlights $10 Billion CoreWeave Contracts and Data Center Expansion in Investor Presentation\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-10-30 23:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      <a href=\"https://laohu8.com/S/CORZ\">Core Scientific</a> Inc. Highlights $10 Billion <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> Contracts and Data Center Expansion in Investor Presentation\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n        <a href=\"https://laohu8.com/S/CORZQ\">Core Scientific</a> Inc. outlined key developments during its recent investor presentation, highlighting long-term agreements with CoreWeave totaling over $10 billion in contract value and an estimated $850 million in average annual revenue. The company detailed its colocation contracts, which are designed to deliver strong margins, and reported a robust sales pipeline serving both hyperscale and non-hyperscale customers. <a href=\"https://laohu8.com/S/CRZWQ\">Core Scientific</a> is expanding its powered digital infrastructure portfolio, aiming to energize 250 MW by the end of 2025 and a total of 590 MW by early 2027. The company also noted that CoreWeave funds significant portions of the data center build-out costs and that the contracts include fixed pricing and security interests. The leadership team emphasized its extensive experience in data center infrastructure development. You can access the full presentation through the link below.\n      </p>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<em>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Core Scientific Inc. published the original content used to generate this news brief on October 30, 2025, and is solely responsible for the information contained therein.</span></em>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4116":"互联网服务与基础架构","CRWV":"CoreWeave, Inc.","CORZ":"Core Scientific, Inc.","BK4023":"应用软件","BK4608":"AI应用概念股"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251030:nNDL9HNtLv:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2579129526","content_text":"Core Scientific Inc. Highlights $10 Billion CoreWeave Contracts and Data Center Expansion in Investor Presentation\n    \n\nCore Scientific Inc. outlined key developments during its recent investor presentation, highlighting long-term agreements with CoreWeave totaling over $10 billion in contract value and an estimated $850 million in average annual revenue. The company detailed its colocation contracts, which are designed to deliver strong margins, and reported a robust sales pipeline serving both hyperscale and non-hyperscale customers. Core Scientific is expanding its powered digital infrastructure portfolio, aiming to energize 250 MW by the end of 2025 and a total of 590 MW by early 2027. The company also noted that CoreWeave funds significant portions of the data center build-out costs and that the contracts include fixed pricing and security interests. The leadership team emphasized its extensive experience in data center infrastructure development. You can access the full presentation through the link below.\n      \n\nDisclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Core Scientific Inc. published the original content used to generate this news brief on October 30, 2025, and is solely responsible for the information contained therein.","news_type":1,"symbols_score_info":{"CORZ":0.9,"CRWV":0.9}},"isVote":1,"tweetType":1,"viewCount":2263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494743263040400,"gmtCreate":1761796848039,"gmtModify":1761796851230,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/CORZ\">$Core Scientific, Inc.(CORZ)$</a> this fellow keep climbing due to its affiliation with coreweave and yet rejects acquisition. [Angry]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/CORZ\">$Core Scientific, Inc.(CORZ)$</a> this fellow keep climbing due to its affiliation with coreweave and yet rejects acquisition. [Angry]&nbsp;&nbsp;","text":"$Core Scientific, Inc.(CORZ)$ this fellow keep climbing due to its affiliation with coreweave and yet rejects acquisition. 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ETF(MSTX)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/MSTX\">$Defiance Daily Target 2X Long MSTR ETF(MSTX)$&nbsp;</a>&nbsp;","text":"$Defiance Daily Target 2X Long MSTR ETF(MSTX)$","images":[{"img":"https://community-static.tradeup.com/news/0cdaf0099027fb1920a7ae144673edeb","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494683786289584","isVote":1,"tweetType":1,"viewCount":784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":494671848341576,"gmtCreate":1761779446490,"gmtModify":1761779450472,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"16B to continue operate or shutdown the company","listText":"16B to continue operate or shutdown the company","text":"16B to continue operate or shutdown the company","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494671848341576","repostId":"2579407135","repostType":2,"repost":{"id":"2579407135","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":1761774599,"share":"https://ttm.financial/m/news/2579407135?lang=en_US&edition=fundamental","pubTime":"2025-10-30 05:49","market":"nz","language":"en","title":"Meta Stock Slides 8% After Forecasting Bigger Capital Costs Next Year, $16 Billion Tax Charge Guts Q3 Profit","url":"https://stock-news.laohu8.com/highlight/detail?id=2579407135","media":"Reuters","summary":"$Meta(META)$ forecast \"notably larger\" capital expenses next year thanks to investments in AI, and recorded a nearly $16 billion one-time charge related to U.S. President Donald Trump's 'Big...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/META\">Meta</a> forecast &#34;notably larger&#34; capital expenses next year thanks to investments in AI, and recorded a nearly $16 billion one-time charge related to U.S. President Donald Trump&#39;s &#39;Big Beautiful Bill&#39; that pummeled its third-quarter profit.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c5da0d93915d357c6e36377d4ce0b39d\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>Shares of the company fell over 8% after the bell. Excluding the charge, Meta&#39;s third-quarter net income would have increased to $18.64 billion, compared to the reported net income of $2.71 billion.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/78c12be32062b4d621f454dfa86d78ae\" title=\"\" tg-width=\"819\" tg-height=\"615\"/></p><p>While third-quarter revenue beat estimates, the 26% growth was outpaced by a 33% increase in costs, which pressured margins.</p><p>After a late start, Meta has doubled down on AI, with a target of achieving superintelligence, a theoretical milestone where machines could outthink humans. To that end, it has spent hundreds of billions of dollars to build several massive AI data centers for superintelligence and is planning for bigger financial outlays to meet big compute needs.</p><p>&#34;There&#39;s a range of timelines for when people think that we&#39;re going to get superintelligence,&#34; CEO Mark Zuckerberg said on a conference call with analysts. &#34;I think that it&#39;s the right strategy to aggressively front load building capacity, so that way we&#39;re prepared for the most optimistic cases.&#34;</p><p>If superintelligence takes longer than expected, then Meta will use the extra compute to accelerate its core business, and in the worst case, the company would slow building new infrastructure for some periods, he said.</p><p>HIRING SPREE BOOSTS EXPENSE OUTLOOK</p><p>Meta has reorganized its AI efforts under the Superintelligence Labs unit in June and Zuckerberg has personally led an aggressive talent hiring spree.</p><p>Employee compensation costs will be the second largest contributor to the increase in costs next year to account for the compensation of employees hired throughout 2025, particularly AI talent, Meta CFO Susan Li said in a statement.</p><p>&#34;As we have begun to plan for next year, it has become clear that our compute needs have continued to expand meaningfully ... we expect to invest aggressively to meet these needs both by building our own infrastructure and contracting with third party cloud providers,&#34;</p><p>&#34;We anticipate this will provide further upward pressure on our capital expenditures and expense plans next year.&#34;</p><p>The company is among the top buyers of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s sought-after AI chips.</p><p>The social media company also boosted the lower end of its capital expenditure outlook to between $70 billion and $72 billion this year, compared with its prior forecast of $66 billion to $72 billion.</p><p>MASSIVE USER BASE FUELS AD REVENUE</p><p>Meta continues to benefit from its massive user base. The company&#39;s powerful AI-optimized ad platform helps marketers automate campaigns, improve the quality of video ads, translate ads and generate persona-based images to target different customer segments.</p><p>The company has launched ads on its messaging platform WhatsApp and social network Threads, directly competing with platforms such as Elon Musk&#39;s X, while Instagram&#39;s Reels continue to jostle with ByteDance&#39;s TikTok and YouTube Shorts for ad revenue in the short-video market.</p><p>Meta said it expects fourth-quarter revenue between $56 billion and $59 billion, compared with analysts&#39; average estimate of $57.25 billion, according to data compiled by LSEG.</p><p>The company struck a $27 billion financing deal last week with Blue Owl Capital, Meta&#39;s largest-ever private capital agreement, to fund a massive data center project in Richland Parish, Louisiana, known as &#34;Hyperion.&#34;</p><p>Major tech companies including Alphabet, Amazon.com, Meta, Microsoft and CoreWeave are on track to spend $400 billion on AI infrastructure this year, Morgan Stanley estimates.</p><p>The investments come amid economic uncertainty and have fueled fears of an AI bubble, putting pressure on CEOs to deliver measurable results.</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>Meta Stock Slides 8% After Forecasting Bigger Capital Costs Next Year, $16 Billion Tax Charge Guts Q3 Profit</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; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Stock Slides 8% After Forecasting Bigger Capital Costs Next Year, $16 Billion Tax Charge Guts Q3 Profit\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-10-30 05:49</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/META\">Meta</a> forecast &#34;notably larger&#34; capital expenses next year thanks to investments in AI, and recorded a nearly $16 billion one-time charge related to U.S. President Donald Trump&#39;s &#39;Big Beautiful Bill&#39; that pummeled its third-quarter profit.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c5da0d93915d357c6e36377d4ce0b39d\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>Shares of the company fell over 8% after the bell. Excluding the charge, Meta&#39;s third-quarter net income would have increased to $18.64 billion, compared to the reported net income of $2.71 billion.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/78c12be32062b4d621f454dfa86d78ae\" title=\"\" tg-width=\"819\" tg-height=\"615\"/></p><p>While third-quarter revenue beat estimates, the 26% growth was outpaced by a 33% increase in costs, which pressured margins.</p><p>After a late start, Meta has doubled down on AI, with a target of achieving superintelligence, a theoretical milestone where machines could outthink humans. To that end, it has spent hundreds of billions of dollars to build several massive AI data centers for superintelligence and is planning for bigger financial outlays to meet big compute needs.</p><p>&#34;There&#39;s a range of timelines for when people think that we&#39;re going to get superintelligence,&#34; CEO Mark Zuckerberg said on a conference call with analysts. &#34;I think that it&#39;s the right strategy to aggressively front load building capacity, so that way we&#39;re prepared for the most optimistic cases.&#34;</p><p>If superintelligence takes longer than expected, then Meta will use the extra compute to accelerate its core business, and in the worst case, the company would slow building new infrastructure for some periods, he said.</p><p>HIRING SPREE BOOSTS EXPENSE OUTLOOK</p><p>Meta has reorganized its AI efforts under the Superintelligence Labs unit in June and Zuckerberg has personally led an aggressive talent hiring spree.</p><p>Employee compensation costs will be the second largest contributor to the increase in costs next year to account for the compensation of employees hired throughout 2025, particularly AI talent, Meta CFO Susan Li said in a statement.</p><p>&#34;As we have begun to plan for next year, it has become clear that our compute needs have continued to expand meaningfully ... we expect to invest aggressively to meet these needs both by building our own infrastructure and contracting with third party cloud providers,&#34;</p><p>&#34;We anticipate this will provide further upward pressure on our capital expenditures and expense plans next year.&#34;</p><p>The company is among the top buyers of <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s sought-after AI chips.</p><p>The social media company also boosted the lower end of its capital expenditure outlook to between $70 billion and $72 billion this year, compared with its prior forecast of $66 billion to $72 billion.</p><p>MASSIVE USER BASE FUELS AD REVENUE</p><p>Meta continues to benefit from its massive user base. The company&#39;s powerful AI-optimized ad platform helps marketers automate campaigns, improve the quality of video ads, translate ads and generate persona-based images to target different customer segments.</p><p>The company has launched ads on its messaging platform WhatsApp and social network Threads, directly competing with platforms such as Elon Musk&#39;s X, while Instagram&#39;s Reels continue to jostle with ByteDance&#39;s TikTok and YouTube Shorts for ad revenue in the short-video market.</p><p>Meta said it expects fourth-quarter revenue between $56 billion and $59 billion, compared with analysts&#39; average estimate of $57.25 billion, according to data compiled by LSEG.</p><p>The company struck a $27 billion financing deal last week with Blue Owl Capital, Meta&#39;s largest-ever private capital agreement, to fund a massive data center project in Richland Parish, Louisiana, known as &#34;Hyperion.&#34;</p><p>Major tech companies including Alphabet, Amazon.com, Meta, Microsoft and CoreWeave are on track to spend $400 billion on AI infrastructure this year, Morgan Stanley estimates.</p><p>The investments come amid economic uncertainty and have fueled fears of an AI bubble, putting pressure on CEOs to deliver measurable results.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","BK4525":"远程办公概念","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","BK4524":"宅经济概念","LU2279689827.SGD":"JPMorgan Investment Funds - Global Income Sustainable A (mth) SGD-H","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","META":"Meta Platforms, Inc.","LU1803068623.USD":"TEMPLETON GLOBAL CLIMATE CHANGE \"AH1\" (USDHDG) ACC","BK4527":"明星科技股","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4576":"AR","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251029:nL4N3WA2IO:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2579407135","content_text":"Meta forecast \"notably larger\" capital expenses next year thanks to investments in AI, and recorded a nearly $16 billion one-time charge related to U.S. President Donald Trump's 'Big Beautiful Bill' that pummeled its third-quarter profit.Shares of the company fell over 8% after the bell. Excluding the charge, Meta's third-quarter net income would have increased to $18.64 billion, compared to the reported net income of $2.71 billion.While third-quarter revenue beat estimates, the 26% growth was outpaced by a 33% increase in costs, which pressured margins.After a late start, Meta has doubled down on AI, with a target of achieving superintelligence, a theoretical milestone where machines could outthink humans. To that end, it has spent hundreds of billions of dollars to build several massive AI data centers for superintelligence and is planning for bigger financial outlays to meet big compute needs.\"There's a range of timelines for when people think that we're going to get superintelligence,\" CEO Mark Zuckerberg said on a conference call with analysts. \"I think that it's the right strategy to aggressively front load building capacity, so that way we're prepared for the most optimistic cases.\"If superintelligence takes longer than expected, then Meta will use the extra compute to accelerate its core business, and in the worst case, the company would slow building new infrastructure for some periods, he said.HIRING SPREE BOOSTS EXPENSE OUTLOOKMeta has reorganized its AI efforts under the Superintelligence Labs unit in June and Zuckerberg has personally led an aggressive talent hiring spree.Employee compensation costs will be the second largest contributor to the increase in costs next year to account for the compensation of employees hired throughout 2025, particularly AI talent, Meta CFO Susan Li said in a statement.\"As we have begun to plan for next year, it has become clear that our compute needs have continued to expand meaningfully ... we expect to invest aggressively to meet these needs both by building our own infrastructure and contracting with third party cloud providers,\"\"We anticipate this will provide further upward pressure on our capital expenditures and expense plans next year.\"The company is among the top buyers of Nvidia's sought-after AI chips.The social media company also boosted the lower end of its capital expenditure outlook to between $70 billion and $72 billion this year, compared with its prior forecast of $66 billion to $72 billion.MASSIVE USER BASE FUELS AD REVENUEMeta continues to benefit from its massive user base. The company's powerful AI-optimized ad platform helps marketers automate campaigns, improve the quality of video ads, translate ads and generate persona-based images to target different customer segments.The company has launched ads on its messaging platform WhatsApp and social network Threads, directly competing with platforms such as Elon Musk's X, while Instagram's Reels continue to jostle with ByteDance's TikTok and YouTube Shorts for ad revenue in the short-video market.Meta said it expects fourth-quarter revenue between $56 billion and $59 billion, compared with analysts' average estimate of $57.25 billion, according to data compiled by LSEG.The company struck a $27 billion financing deal last week with Blue Owl Capital, Meta's largest-ever private capital agreement, to fund a massive data center project in Richland Parish, Louisiana, known as \"Hyperion.\"Major tech companies including Alphabet, Amazon.com, Meta, Microsoft and CoreWeave are on track to spend $400 billion on AI infrastructure this year, Morgan Stanley estimates.The investments come amid economic uncertainty and have fueled fears of an AI bubble, putting pressure on CEOs to deliver measurable results.","news_type":1,"symbols_score_info":{"META":1.1}},"isVote":1,"tweetType":1,"viewCount":929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494391777390672,"gmtCreate":1761711284030,"gmtModify":1761794146383,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"She was so wrong about AMD. Now Palantir...","listText":"She was so wrong about AMD. Now Palantir...","text":"She was so wrong about AMD. Now Palantir...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494391777390672","repostId":"2579194363","repostType":2,"repost":{"id":"2579194363","kind":"news","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":1761709535,"share":"https://ttm.financial/m/news/2579194363?lang=en_US&edition=fundamental","pubTime":"2025-10-29 11:45","market":"nz","language":"en","title":"Cathie Wood Just Dumped More Palantir Shares Despite \"Holy Grail\" AI Deal — Here's What Ark Bought Instead","url":"https://stock-news.laohu8.com/highlight/detail?id=2579194363","media":"Benzinga","summary":"On Tuesday, Ark Invest, led by Cathie Wood, made significant trades in companies like DraftKings, Palantir, and Shopify, acquiring and selling shares worth millions. DraftKings expanded its strategy, while Palantir hit an all-time high with a major contract. Ark Invest also trimmed its position in Shopify, citing its early embrace of AI in e-commerce as a game-changer.","content":"<html><head></head><body><p>Cathie Wood-led Ark Invest made significant trades on Tuesday, focusing on companies like <a href=\"https://laohu8.com/S/DKNG\">DraftKings Inc.</a>, <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a>, and <a href=\"https://laohu8.com/S/SHOP\">Shopify Inc</a>.</p><p>On Tuesday, Ark Invest made a substantial purchase of <strong>DraftKings </strong>shares across multiple ETFs. <strong>The Ark Fintech Innovation ETF</strong> acquired 53,400 shares, while the <strong><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a></strong> added 346,577 shares, and the <strong><a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a></strong> bought 99,506 shares. With DraftKings’ stock closing at $31.16, the total value of these transactions amounted to approximately $15.6 million.</p><p>DraftKings recently announced a significant expansion through the acquisition of <strong>Railbird Technologies </strong>and its wholly owned subsidiary,<strong> Railbird Exchange, LLC, </strong>which bolsters DraftKings’ strategy to enter the prediction markets. The company has confirmed plans to launch DraftKings Predictions, a mobile application that will allow customers to trade event contracts.</p><p>Ark Invest reduced its <strong>Palantir</strong> holdings<strong> </strong>on Tuesday. The <strong>ARKF</strong> fund sold 2,800 shares, the <strong>ARKK</strong> fund offloaded 13,627 shares, and the <strong>ARKW</strong> fund parted with 5,217 shares. With Palantir’s stock closing at $189.6, the total sale value was approximately $4.1 million.</p><p>Palantir recently hit an all-time high, driven by major contracts and strategic partnerships, including a $200 million deal with <strong><a href=\"https://laohu8.com/S/LUMN\">Lumen Technologies</a></strong>, enhancing its AI capabilities. Palantir CEO <strong>Alex Karp</strong> hailed the deal as &#34;the holy grail for businesses,&#34; saying it would make AI data processing 200 times faster and cheaper. Lumen confirmed the $200 million price tag, part of its $1 billion cost-cutting overhaul.</p><p>Notably, Ark Invest has been shedding Palantir shares as they chart new highs. On Monday, the Wood-led firm sold 13,922 shares worth nearly $2.63 million.</p><p>Ark Invest also trimmed its <strong>Shopify</strong> position<strong> </strong>on Tuesday. The <strong>ARKF</strong> fund sold 2,972 shares, the <strong>ARKK</strong> fund sold 53,947 shares, and the <strong>ARKW</strong> fund sold 4,153 shares. With Shopify’s stock closing at $178.96, the total value of these sales was approximately $10.9 million.</p><p>ARK Invest has expressed confidence in Shopify, citing its early embrace of &#34;agentic AI&#34; as a game-changer for e-commerce. In a recent post, Wood praised Shopify for &#34;seizing the agentic AI moment,&#34; while ARK analysts said the company&#39;s native support for the Model Context Protocol positions it to thrive as AI purchasing agents redefine online retail.</p><p>Even so, this week, Ark Invest sold 281,738 shares of Shopify on Monday. That transaction was worth $49.32 million, according to a prior report.</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>Cathie Wood Just Dumped More Palantir Shares Despite \"Holy Grail\" AI Deal — Here's What Ark Bought Instead</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\">\nCathie Wood Just Dumped More Palantir Shares Despite \"Holy Grail\" AI Deal — Here's What Ark Bought Instead\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\">2025-10-29 11:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Cathie Wood-led Ark Invest made significant trades on Tuesday, focusing on companies like <a href=\"https://laohu8.com/S/DKNG\">DraftKings Inc.</a>, <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a>, and <a href=\"https://laohu8.com/S/SHOP\">Shopify Inc</a>.</p><p>On Tuesday, Ark Invest made a substantial purchase of <strong>DraftKings </strong>shares across multiple ETFs. <strong>The Ark Fintech Innovation ETF</strong> acquired 53,400 shares, while the <strong><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a></strong> added 346,577 shares, and the <strong><a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a></strong> bought 99,506 shares. With DraftKings’ stock closing at $31.16, the total value of these transactions amounted to approximately $15.6 million.</p><p>DraftKings recently announced a significant expansion through the acquisition of <strong>Railbird Technologies </strong>and its wholly owned subsidiary,<strong> Railbird Exchange, LLC, </strong>which bolsters DraftKings’ strategy to enter the prediction markets. The company has confirmed plans to launch DraftKings Predictions, a mobile application that will allow customers to trade event contracts.</p><p>Ark Invest reduced its <strong>Palantir</strong> holdings<strong> </strong>on Tuesday. The <strong>ARKF</strong> fund sold 2,800 shares, the <strong>ARKK</strong> fund offloaded 13,627 shares, and the <strong>ARKW</strong> fund parted with 5,217 shares. With Palantir’s stock closing at $189.6, the total sale value was approximately $4.1 million.</p><p>Palantir recently hit an all-time high, driven by major contracts and strategic partnerships, including a $200 million deal with <strong><a href=\"https://laohu8.com/S/LUMN\">Lumen Technologies</a></strong>, enhancing its AI capabilities. Palantir CEO <strong>Alex Karp</strong> hailed the deal as &#34;the holy grail for businesses,&#34; saying it would make AI data processing 200 times faster and cheaper. Lumen confirmed the $200 million price tag, part of its $1 billion cost-cutting overhaul.</p><p>Notably, Ark Invest has been shedding Palantir shares as they chart new highs. On Monday, the Wood-led firm sold 13,922 shares worth nearly $2.63 million.</p><p>Ark Invest also trimmed its <strong>Shopify</strong> position<strong> </strong>on Tuesday. The <strong>ARKF</strong> fund sold 2,972 shares, the <strong>ARKK</strong> fund sold 53,947 shares, and the <strong>ARKW</strong> fund sold 4,153 shares. With Shopify’s stock closing at $178.96, the total value of these sales was approximately $10.9 million.</p><p>ARK Invest has expressed confidence in Shopify, citing its early embrace of &#34;agentic AI&#34; as a game-changer for e-commerce. In a recent post, Wood praised Shopify for &#34;seizing the agentic AI moment,&#34; while ARK analysts said the company&#39;s native support for the Model Context Protocol positions it to thrive as AI purchasing agents redefine online retail.</p><p>Even so, this week, Ark Invest sold 281,738 shares of Shopify on Monday. That transaction was worth $49.32 million, according to a prior report.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4524":"宅经济概念","PLTR":"Palantir Technologies Inc.","BK4532":"文艺复兴科技持仓","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","SHOP":"Shopify Inc","BK4116":"互联网服务与基础架构","BK4585":"ETF&股票定投概念","BK4544":"ARK ETF合集","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","BK4150":"赌场与赌博","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","BK4528":"SaaS概念","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","BK4613":"AI应用软件","BK4547":"WSB热门概念","LU0240877869.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" ACC","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4550":"红杉资本持仓","DKNG":"DraftKings Inc.","LU2063271972.USD":"富兰克林创新领域基金","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","BK4023":"应用软件","BK4551":"寇图资本持仓","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC"},"source_url":"https://www.benzinga.com/news/25/10/48483413/cathie-wood-just-dumped-more-palantir-shares-despite-holy-grail-ai-deal-heres-what-ark-bought-instead","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2579194363","content_text":"Cathie Wood-led Ark Invest made significant trades on Tuesday, focusing on companies like DraftKings Inc., Palantir Technologies Inc., and Shopify Inc.On Tuesday, Ark Invest made a substantial purchase of DraftKings shares across multiple ETFs. The Ark Fintech Innovation ETF acquired 53,400 shares, while the ARK Innovation ETF added 346,577 shares, and the ARK Next Generation Internet ETF bought 99,506 shares. With DraftKings’ stock closing at $31.16, the total value of these transactions amounted to approximately $15.6 million.DraftKings recently announced a significant expansion through the acquisition of Railbird Technologies and its wholly owned subsidiary, Railbird Exchange, LLC, which bolsters DraftKings’ strategy to enter the prediction markets. The company has confirmed plans to launch DraftKings Predictions, a mobile application that will allow customers to trade event contracts.Ark Invest reduced its Palantir holdings on Tuesday. The ARKF fund sold 2,800 shares, the ARKK fund offloaded 13,627 shares, and the ARKW fund parted with 5,217 shares. With Palantir’s stock closing at $189.6, the total sale value was approximately $4.1 million.Palantir recently hit an all-time high, driven by major contracts and strategic partnerships, including a $200 million deal with Lumen Technologies, enhancing its AI capabilities. Palantir CEO Alex Karp hailed the deal as \"the holy grail for businesses,\" saying it would make AI data processing 200 times faster and cheaper. Lumen confirmed the $200 million price tag, part of its $1 billion cost-cutting overhaul.Notably, Ark Invest has been shedding Palantir shares as they chart new highs. On Monday, the Wood-led firm sold 13,922 shares worth nearly $2.63 million.Ark Invest also trimmed its Shopify position on Tuesday. The ARKF fund sold 2,972 shares, the ARKK fund sold 53,947 shares, and the ARKW fund sold 4,153 shares. With Shopify’s stock closing at $178.96, the total value of these sales was approximately $10.9 million.ARK Invest has expressed confidence in Shopify, citing its early embrace of \"agentic AI\" as a game-changer for e-commerce. In a recent post, Wood praised Shopify for \"seizing the agentic AI moment,\" while ARK analysts said the company's native support for the Model Context Protocol positions it to thrive as AI purchasing agents redefine online retail.Even so, this week, Ark Invest sold 281,738 shares of Shopify on Monday. That transaction was worth $49.32 million, according to a prior report.","news_type":1,"symbols_score_info":{"SHOP":1.1,"PLTR":1.1,"DKNG":1.1}},"isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494136256831584,"gmtCreate":1761664798533,"gmtModify":1761664802221,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576023307997316","idStr":"3576023307997316"},"themes":[],"title":"","htmlText":"Just give up already","listText":"Just give up already","text":"Just give up already","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494136256831584","repostId":"2578721951","repostType":2,"repost":{"id":"2578721951","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":1761654776,"share":"https://ttm.financial/m/news/2578721951?lang=en_US&edition=fundamental","pubTime":"2025-10-28 20:32","market":"fut","language":"en","title":"Two Seas Capital Urges Core Scientific Shareholders to Reject CoreWeave Acquisition","url":"https://stock-news.laohu8.com/highlight/detail?id=2578721951","media":"Reuters","summary":"Core Scientific Inc. is the target of a proposed acquisition by CoreWeave, Inc., according to an announcement made on July 7, 2025. The transaction values Core Scientific at $16.40 per share. Since the announcement, discussions have continued among stakeholders about the strategic direction and valuation of Core Scientific in light of increasing investment and rising equity valuations in the AI infrastructure sector.Disclaimer: This news brief was created by Public Technologies  using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Core Scientific Inc. published the original content used to generate this news brief via PR Newswire  on October 28, 2025, and is solely responsible for the information contained therein.","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      Two Seas Capital Urges <a href=\"https://laohu8.com/S/CORZ\">Core Scientific</a> Shareholders to Reject CoreWeave Acquisition\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n        <a href=\"https://laohu8.com/S/CORZQ\">Core Scientific</a> Inc. is the target of a proposed acquisition by <a href=\"https://laohu8.com/S/CRWV\">CoreWeave, Inc.</a>, according to an announcement made on July 7, 2025. The transaction values <a href=\"https://laohu8.com/S/CRZWQ\">Core Scientific</a> at $16.40 per share. Since the announcement, discussions have continued among stakeholders about the strategic direction and valuation of Core Scientific in light of increasing investment and rising equity valuations in the AI infrastructure sector.\n      </p>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<em>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Core Scientific Inc. published the original content used to generate this news brief via PR Newswire (Ref. ID: NE08644) on October 28, 2025, and is solely responsible for the information contained therein.</span></em>\n</div></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Two Seas Capital Urges Core Scientific Shareholders to Reject CoreWeave Acquisition</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\">\nTwo Seas Capital Urges Core Scientific Shareholders to Reject CoreWeave Acquisition\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-10-28 20:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\" xmlns:newsg2=\"http://iptc.org/std/nar/2006-10-01/\" xmlns:xhtml=\"http://www.w3.org/1999/xhtml\"><head><title>\n      Two Seas Capital Urges <a href=\"https://laohu8.com/S/CORZ\">Core Scientific</a> Shareholders to Reject CoreWeave Acquisition\n    </title></head><body><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<p>\n        <a href=\"https://laohu8.com/S/CORZQ\">Core Scientific</a> Inc. is the target of a proposed acquisition by <a href=\"https://laohu8.com/S/CRWV\">CoreWeave, Inc.</a>, according to an announcement made on July 7, 2025. The transaction values <a href=\"https://laohu8.com/S/CRZWQ\">Core Scientific</a> at $16.40 per share. Since the announcement, discussions have continued among stakeholders about the strategic direction and valuation of Core Scientific in light of increasing investment and rising equity valuations in the AI infrastructure sector.\n      </p>\n</div><div xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\">\n<em>Disclaimer: <span>This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Core Scientific Inc. published the original content used to generate this news brief via PR Newswire (Ref. ID: NE08644) on October 28, 2025, and is solely responsible for the information contained therein.</span></em>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4116":"互联网服务与基础架构","CORZ":"Core Scientific, Inc.","BK4023":"应用软件","CRWV":"CoreWeave, Inc.","BK4608":"AI应用概念股"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251028:nNDLbz5KKS:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2578721951","content_text":"Two Seas Capital Urges Core Scientific Shareholders to Reject CoreWeave Acquisition\n    \n\nCore Scientific Inc. is the target of a proposed acquisition by CoreWeave, Inc., according to an announcement made on July 7, 2025. The transaction values Core Scientific at $16.40 per share. Since the announcement, discussions have continued among stakeholders about the strategic direction and valuation of Core Scientific in light of increasing investment and rising equity valuations in the AI infrastructure sector.\n      \n\nDisclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Core Scientific Inc. published the original content used to generate this news brief via PR Newswire (Ref. ID: NE08644) on October 28, 2025, and is solely responsible for the information contained therein.","news_type":1,"symbols_score_info":{"CORZ":0.9,"CRWV":0.9}},"isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":484886086259304,"gmtCreate":1759410853066,"gmtModify":1759487412584,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLQ\">$Tradr 2X Short TSLA Daily ETF(TSLQ)$&nbsp;</a> admitting my mistake [YoYo]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLQ\">$Tradr 2X Short TSLA Daily ETF(TSLQ)$&nbsp;</a> admitting my mistake [YoYo]&nbsp;&nbsp;","text":"$Tradr 2X Short TSLA Daily ETF(TSLQ)$ admitting my mistake [YoYo]","images":[{"img":"https://community-static.tradeup.com/news/988f2c74432847669d10dffc2d4b39b1","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/484886086259304","isVote":1,"tweetType":1,"viewCount":1332,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010994","authorIdStr":"10000000000010994"},"content":"Elon already warned shorts would be obliterated","text":"Elon already warned shorts would be obliterated","html":"Elon already warned shorts would be obliterated"},{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010993","authorIdStr":"10000000000010993"},"content":"Just doubled down. Hopefully, sanity will resume.","text":"Just doubled down. Hopefully, sanity will resume.","html":"Just doubled down. Hopefully, sanity will resume."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":494683854402392,"gmtCreate":1761782377049,"gmtModify":1761782379461,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/ORCX\">$DEFIANCE DAILY TARGET 2X LONG ORCL ETF(ORCX)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/ORCX\">$DEFIANCE DAILY TARGET 2X LONG ORCL ETF(ORCX)$</a>&nbsp;","text":"$DEFIANCE DAILY TARGET 2X LONG ORCL ETF(ORCX)$","images":[{"img":"https://community-static.tradeup.com/news/d56423cf43f026641f078d545004daa6","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494683854402392","isVote":1,"tweetType":1,"viewCount":993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":466687303414272,"gmtCreate":1754974988029,"gmtModify":1754976634340,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"Shut up Elon","listText":"Shut up Elon","text":"Shut up Elon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/466687303414272","repostId":"2558691235","repostType":2,"repost":{"id":"2558691235","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1754962385,"share":"https://ttm.financial/m/news/2558691235?lang=en_US&edition=fundamental","pubTime":"2025-08-12 09:33","market":"us","language":"en","title":"Musk Accuses Apple of Antitrust Violation, Says xAI Will Take Legal Action","url":"https://stock-news.laohu8.com/highlight/detail?id=2558691235","media":"Reuters","summary":"Elon Musk said on Monday Apple is engaging in antitrust violations by allegedly making it impossible for any artificial intelligence company other than OpenAI to reach the No. 1 spot in its App Store...","content":"<html><head></head><body><p>Elon Musk said on Monday Apple is engaging in antitrust violations by allegedly making it impossible for any artificial intelligence company other than OpenAI to reach the No. 1 spot in its App Store rankings, calling it an &#34;unequivocal antitrust violation.&#34;</p><p>&#34;xAI will take immediate legal action,&#34; Musk said in an X post.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Musk Accuses Apple of Antitrust Violation, Says xAI Will Take Legal Action</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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09:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Elon Musk said on Monday Apple is engaging in antitrust violations by allegedly making it impossible for any artificial intelligence company other than OpenAI to reach the No. 1 spot in its App Store rankings, calling it an &#34;unequivocal antitrust violation.&#34;</p><p>&#34;xAI will take immediate legal action,&#34; Musk said in an X post.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","AAPL":"苹果","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY 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rising?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9904200940","isVote":1,"tweetType":1,"viewCount":1247,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274726989542","authorId":"3479274726989542","name":"XianLi","avatar":"https://static.tigerbbs.com/908158bebd81330f593db2d217da7481","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274726989542","authorIdStr":"3479274726989542"},"content":"The passive sentiment for macro economy greatly affects the expectation for the semi-conduct area. Mu also suffer a lot....","text":"The passive sentiment for macro economy greatly affects the expectation for the semi-conduct area. Mu also suffer a lot....","html":"The passive sentiment for macro economy greatly affects the expectation for the semi-conduct area. Mu also suffer a lot...."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":484847438229728,"gmtCreate":1759401395768,"gmtModify":1759401399101,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOXS\">$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$&nbsp;</a> finally admitting to my mistake this year [YoYo]&nbsp;&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOXS\">$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$&nbsp;</a> finally admitting to my mistake this year [YoYo]&nbsp;&nbsp;","text":"$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ finally admitting to my mistake this year [YoYo]","images":[{"img":"https://community-static.tradeup.com/news/09c2b0f8e8b6bf7f1f24cab0448f04e1","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/484847438229728","isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":465356483514448,"gmtCreate":1754622963076,"gmtModify":1754622966896,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"By paying&nbsp;ransoms?","listText":"By paying&nbsp;ransoms?","text":"By paying ransoms?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/465356483514448","repostId":"2557592700","repostType":4,"repost":{"id":"2557592700","kind":"highlight","pubTimestamp":1754622293,"share":"https://ttm.financial/m/news/2557592700?lang=en_US&edition=fundamental","pubTime":"2025-08-08 11:04","market":"us","language":"en","title":"Has Apple Cracked the Code on How to Avoid More Trump Tariffs?","url":"https://stock-news.laohu8.com/highlight/detail?id=2557592700","media":"Investopedia","summary":"If there’s a playbook companies can follow to avoid more tariffs, Apple may have found it. ","content":"<div>\n<p>If there’s a playbook companies can follow to avoid more tariffs, Apple may have found it. President Donald Trump said yesterday that the iPhone maker and other companies like it could be exempt from ...</p>\n\n<a href=\"https://www.investopedia.com/has-apple-cracked-the-code-on-how-to-avoid-more-trump-tariffs-11786638\">Source Link</a>\n\n</div>\n","source":"investopedia_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Has Apple Cracked the Code on How to Avoid More Trump Tariffs?</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHas Apple Cracked the Code on How to Avoid More Trump Tariffs?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-08 11:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/has-apple-cracked-the-code-on-how-to-avoid-more-trump-tariffs-11786638><strong>Investopedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If there’s a playbook companies can follow to avoid more tariffs, Apple may have found it. President Donald Trump said yesterday that the iPhone maker and other companies like it could be exempt from ...</p>\n\n<a href=\"https://www.investopedia.com/has-apple-cracked-the-code-on-how-to-avoid-more-trump-tariffs-11786638\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1923622614.USD":"Natixis Thematics Meta R/A USD","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","BK4588":"碎股","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES 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for Apple after a tough start to the year dogged by worries about tariffs and its progress in AI. “The good news for companies like Apple is if you're building in the United States or have committed to build—without question committed to build in the United States, there will be no charge,” Trump said yesterday, after Apple CEO Tim Cook joined the president at the White House to announce a $100 billion pledge to invest in U.S. manufacturing, adding to a $500 billion investment announced in February. The move will see Apple making more of its components domestically, though it stopped short of promising full-fledged production stateside, suggesting companies don’t actually need to move all of their operation to the U.S. to win similar exemptions. Cook also isn’t the only major tech CEO who’s managed to score some concessions from the Trump administration after a high-profile visit to the White House. Nvidia CEO Jensen Huang, who reportedly met with Trump yesterday as well, has made a number of visits to the White House in the past few months, with some signs of success in winning Trump's favor. The chipmaker said last month that it’s looking forward to obtaining approvals to resume sales of key AI chips to China, after Trump tightened export restrictions earlier this year, citing national security concerns.Shares of Apple climbed over 3% to more than $220 on Thursday, extending yesterday’s 5% gain ahead of the company's announcement.Wall Street analysts widely cheered the move by Apple, with Bank of America analysts raising their target to $250 from $240, while JPMorgan analysts called Cook’s moves a “masterclass in managing geo-political uncertainty,” and reiterated their price target at $255. Wedbush analysts led by longtime Apple bull Dan Ives said it was a “strategic poker move for Cook,” and maintained their Street-high target of $270.","news_type":1,"symbols_score_info":{"AAPL":1.1}},"isVote":1,"tweetType":1,"viewCount":1565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487340061184768,"gmtCreate":1760009832643,"gmtModify":1760009836324,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"Old news. Super manipulative&nbsp;","listText":"Old news. Super manipulative&nbsp;","text":"Old news. Super manipulative","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/487340061184768","repostId":"2574137181","repostType":2,"repost":{"id":"2574137181","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1760018627,"share":"https://ttm.financial/m/news/2574137181?lang=en_US&edition=fundamental","pubTime":"2025-10-09 22:03","market":"nz","language":"en","title":"US Opens Probe Into 2.8 Million Tesla Vehicles Over Traffic Violations When Using FSD","url":"https://stock-news.laohu8.com/highlight/detail?id=2574137181","media":"Reuters","summary":"US opens probe into 2.8 million Tesla vehicles over traffic violations when using FSDWASHINGTON, Oct 9  - The National Highway Traffic Safety Administration said on Thursday that it is opening an investigation into 2.88 million Tesla vehicles equipped with its Full Self-Driving system over traffic-safety violations.The auto safety agency said FSD -- an assistance system that requires drivers to pay attention and intervene if needed --  has \"induced vehicle behavior that violated traffic safety laws\". The agency said it has reports of Tesla vehicles driving through red traffic lights and driving against the proper direction of travel during a lane change, while using the system.  ","content":"<html><head></head><body><p>WASHINGTON, Oct 9 (Reuters) - The National Highway Traffic Safety Administration said on Thursday that it is opening an investigation into 2.88 million Tesla vehicles equipped with its Full Self-Driving system over traffic-safety violations.</p><p>Tesla shares fell 2% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b2f26caa37270326aeef1410abfcbc92\" tg-width=\"849\" tg-height=\"837\"/></p><p>The auto safety agency said FSD -- an assistance system that requires drivers to pay attention and intervene if needed -- has &#34;induced vehicle behavior that violated traffic safety laws&#34;.</p><p>The agency said it has reports of Tesla vehicles driving through red traffic lights and driving against the proper direction of travel during a lane change, while using the system.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US Opens Probe Into 2.8 Million Tesla Vehicles Over Traffic Violations When Using FSD</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS Opens Probe Into 2.8 Million Tesla Vehicles Over Traffic Violations When Using FSD\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-10-09 22:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, Oct 9 (Reuters) - The National Highway Traffic Safety Administration said on Thursday that it is opening an investigation into 2.88 million Tesla vehicles equipped with its Full Self-Driving system over traffic-safety violations.</p><p>Tesla shares fell 2% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b2f26caa37270326aeef1410abfcbc92\" tg-width=\"849\" tg-height=\"837\"/></p><p>The auto safety agency said FSD -- an assistance system that requires drivers to pay attention and intervene if needed -- has &#34;induced vehicle behavior that violated traffic safety laws&#34;.</p><p>The agency said it has reports of Tesla vehicles driving through red traffic lights and driving against the proper direction of travel during a lane change, while using the system.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4598":"佩洛西持仓","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4551":"寇图资本持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4527":"明星科技股","LU0823414478.USD":"法巴经典能源转换基金","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4099":"汽车制造商","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4585":"ETF&股票定投概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4555":"新能源车","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4612":"AI芯片","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","TSLA":"特斯拉","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4550":"红杉资本持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251009:nL2N3VQ0AD:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2574137181","content_text":"WASHINGTON, Oct 9 (Reuters) - The National Highway Traffic Safety Administration said on Thursday that it is opening an investigation into 2.88 million Tesla vehicles equipped with its Full Self-Driving system over traffic-safety violations.Tesla shares fell 2% in morning trading.The auto safety agency said FSD -- an assistance system that requires drivers to pay attention and intervene if needed -- has \"induced vehicle behavior that violated traffic safety laws\".The agency said it has reports of Tesla vehicles driving through red traffic lights and driving against the proper direction of travel during a lane change, while using the system.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1165,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4140090365269462","authorId":"4140090365269462","name":"a4xrbj1","avatar":"https://community-static.tradeup.com/news/9d8912bc5b3237f119291ecf0caa4d5a","crmLevel":12,"crmLevelSwitch":1,"idStr":"4140090365269462","authorIdStr":"4140090365269462"},"content":"Yes, it’s going for years like that. But the agency hasn’t looked into it, which is absolutely necessary to prevent that people die. Check out https://www.tesladeaths.com/ which has already two deaths whilst using FSD","text":"Yes, it’s going for years like that. But the agency hasn’t looked into it, which is absolutely necessary to prevent that people die. Check out https://www.tesladeaths.com/ which has already two deaths whilst using FSD","html":"Yes, it’s going for years like that. But the agency hasn’t looked into it, which is absolutely necessary to prevent that people die. Check out https://www.tesladeaths.com/ which has already two deaths whilst using FSD"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9913890316,"gmtCreate":1663947612536,"gmtModify":1676537369153,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SQQQ\">$Nasdaq100 Bear 3X ETF(SQQQ)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/SQQQ\">$Nasdaq100 Bear 3X ETF(SQQQ)$</a><v-v data-views=\"1\"></v-v>","text":"$Nasdaq100 Bear 3X ETF(SQQQ)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/9913890316","isVote":1,"tweetType":1,"viewCount":4596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":539338988873144,"gmtCreate":1772696279652,"gmtModify":1772696283639,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"Who wrote this crap","listText":"Who wrote this crap","text":"Who wrote this crap","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/539338988873144","repostId":"2617515348","repostType":4,"repost":{"id":"2617515348","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1772694687,"share":"https://ttm.financial/m/news/2617515348?lang=en_US&edition=fundamental","pubTime":"2026-03-05 15:11","market":"hk","language":"en","title":"How the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2617515348","media":"Dow Jones","summary":"Stick a fork in it. Turn out the lights. Hasta la vista.Say it anyway you'd like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, Amazon.com, Apple, Meta Platforms, Nvidia, Microsoft, and Tesla -- is now a thing of the past.The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.True, folks predicted the demise of the Mag Seven's dominance last year, and it didn't happen. What's different now is that artificial intelligence has thickened the plot.First, AI subverts the tech giants' economies of scale by lowering the relatively high fixed cost","content":"<html><head></head><body><p>Stick a fork in it. Turn out the lights. Hasta la vista.</p><p>Say it anyway you&#39;d like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com, Apple, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Microsoft, and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> -- is now a thing of the past.</p><p>The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.</p><p>Recall that BofA Securities analyst Michael Hartnett coined the term Magnificent Seven in 2023, referring to the 1960 John Sturges Western gunslinger flick (an adaptation of Akira Kurosawa&#39;s 1954 film Seven Samurai). Since then those stocks have been lights out, up 76% in 2023, 47.5% in 2024, and 19.3% last year, beating the market every year, according to FactSet. Even with the group&#39;s performance down a bit last year, it contributed 42% of the S&amp;P 500&#39;s total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments. And the Mag Seven accounts for roughly one-third of the index&#39;s market cap.</p><p>We&#39;ve seen this movie before. There was the Era of the Titans in the 1960s, when 10 companies, led by AT&amp;T, General Motors, and <a href=\"https://laohu8.com/S/XOM\">Exxon</a> Mobil, then called Standard Oil, accounted for nearly 30% of the market; the Nifty Fifty in the late 1960s and early 1970s; and the dot-com era, when mega tech stocks Cisco Systems, Microsoft, Intel, and <a href=\"https://laohu8.com/S/DELL\">Dell</a> Technologies made up 27% of the market. Now the market is even more concentrated in fewer stocks.</p><p>True, folks predicted the demise of the Mag Seven&#39;s dominance last year, and it didn&#39;t happen. What&#39;s different now is that artificial intelligence has thickened the plot.</p><p>For starters, Microsoft, Amazon, Alphabet, and Meta (as well as Oracle) are spending jaw-dropping money on data centers and Nvidia chips. (This is less the case for Tesla and Apple -- and of course, Nvidia stands to benefit.) Peter Berezin, chief global strategist at BCA Research, notes that the &#34;hyperscalers are set to spend $670 billion on capex in 2026, up from $410 billion in 2025 and $240 billion in 2024. Free cash flow is plummeting and has already turned negative for Oracle.&#34; This spending lowers the heretofore bountiful margins of the Mag Seven and makes their financials more opaque as they tap Wall Street for complex loan and funding strategies.</p><p>But wait, there&#39;s more -- which Berezin lays out in a recent paper, &#34;AI Will Kill The Tech Monopolies.&#34; Tech companies, Berezin says, have historically generated profits from three sources: economies of scale, network effects, and proprietary technologies. &#34;A lot of things that Mag Seven have enjoyed that have contributed to their profitability could now be threatened by AI,&#34; he argues.</p><p>First, AI subverts the tech giants&#39; economies of scale by lowering the relatively high fixed costs of writing software, which had served as a protective moat for these companies. AI allows anyone to code. And the market has brutally punished software companies, with the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Expanded Tech-Software Sector exchange-traded fund down some 30% from its 2025 peak. On the variable cost side of the coin, spending on graphics processing units and data centers, as well as massive electricity bills, are sending tech companies&#39; capital-light models the way of the dial-up modem.</p><p>As for network effects, which have greatly facilitated the likes of Facebook, YouTube, and LinkedIn, Berezin sees AI undermining this advantage in two ways. First, as AI bots populate these sites with fake images and get-rich schemes, audiences will tune out. Second, and even more concerning for the networks, is that AI systems could create a content feed layered on top of one&#39;s preferred social media. This would reduce the leverage that, say, YouTube has over an influencer, who could bypass that channel and post anywhere and get picked up by the AI algorithm.</p><p>When it comes to proprietary technology, Berezin argues that since much of what goes into creating AI systems is open source, it will be difficult for any one company to achieve a monopoly position. Incumbents that increasingly use AI as part of their core processes, like Microsoft and Alphabet, will lose monopoly power as it lessens the degree to which they are differentiated.</p><p>The markets seem to be waking up to all this. Mean reversion, never an &#34;if&#34; but a &#34;when&#34; proposition, may already be occurring. The Mag Seven is down 7.2% year to date, while the S&amp;P 500 is off 0.89%. What would the S&amp;P 500&#39;s performance be if you stripped out the Mag Seven? A proxy for that is the <a href=\"https://laohu8.com/S/XMAG\">Defiance Large Cap ex-Mag 7 ETF</a>, which I wrote about at its launch in October 2024 and which owns all the stocks in the S&amp;P 500 except those seven. It&#39;s up 1.89% year to date.</p><p>&#34;There are periods of time where the Mag Seven has taken a back seat, and this year is one of them,&#34; says Sylvia Jablonski, chief investment officer of Defiance ETFs.</p><p>Another non-Mag Seven play is the Invesco S&amp;P 500 Equal Weight ETF, which mutes the outperformance of the Mag Seven (or any other stock) by equal-weighting each stock in the index and rebalancing every quarter. It&#39;s up 5.1% year to date.</p><p>Circling back to the 1960 Sturges movie, near the end of the flick a character remarks that the Magnificent Seven gunslingers were &#34;like the wind, blowing over the land and passing on.&#34; So too, now, perhaps this latest version.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow the Mag 7 Became the Lag 7 -- and What's Ahead for the Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-05 15:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stick a fork in it. Turn out the lights. Hasta la vista.</p><p>Say it anyway you&#39;d like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com, Apple, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Microsoft, and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> -- is now a thing of the past.</p><p>The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.</p><p>Recall that BofA Securities analyst Michael Hartnett coined the term Magnificent Seven in 2023, referring to the 1960 John Sturges Western gunslinger flick (an adaptation of Akira Kurosawa&#39;s 1954 film Seven Samurai). Since then those stocks have been lights out, up 76% in 2023, 47.5% in 2024, and 19.3% last year, beating the market every year, according to FactSet. Even with the group&#39;s performance down a bit last year, it contributed 42% of the S&amp;P 500&#39;s total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments. And the Mag Seven accounts for roughly one-third of the index&#39;s market cap.</p><p>We&#39;ve seen this movie before. There was the Era of the Titans in the 1960s, when 10 companies, led by AT&amp;T, General Motors, and <a href=\"https://laohu8.com/S/XOM\">Exxon</a> Mobil, then called Standard Oil, accounted for nearly 30% of the market; the Nifty Fifty in the late 1960s and early 1970s; and the dot-com era, when mega tech stocks Cisco Systems, Microsoft, Intel, and <a href=\"https://laohu8.com/S/DELL\">Dell</a> Technologies made up 27% of the market. Now the market is even more concentrated in fewer stocks.</p><p>True, folks predicted the demise of the Mag Seven&#39;s dominance last year, and it didn&#39;t happen. What&#39;s different now is that artificial intelligence has thickened the plot.</p><p>For starters, Microsoft, Amazon, Alphabet, and Meta (as well as Oracle) are spending jaw-dropping money on data centers and Nvidia chips. (This is less the case for Tesla and Apple -- and of course, Nvidia stands to benefit.) Peter Berezin, chief global strategist at BCA Research, notes that the &#34;hyperscalers are set to spend $670 billion on capex in 2026, up from $410 billion in 2025 and $240 billion in 2024. Free cash flow is plummeting and has already turned negative for Oracle.&#34; This spending lowers the heretofore bountiful margins of the Mag Seven and makes their financials more opaque as they tap Wall Street for complex loan and funding strategies.</p><p>But wait, there&#39;s more -- which Berezin lays out in a recent paper, &#34;AI Will Kill The Tech Monopolies.&#34; Tech companies, Berezin says, have historically generated profits from three sources: economies of scale, network effects, and proprietary technologies. &#34;A lot of things that Mag Seven have enjoyed that have contributed to their profitability could now be threatened by AI,&#34; he argues.</p><p>First, AI subverts the tech giants&#39; economies of scale by lowering the relatively high fixed costs of writing software, which had served as a protective moat for these companies. AI allows anyone to code. And the market has brutally punished software companies, with the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> Expanded Tech-Software Sector exchange-traded fund down some 30% from its 2025 peak. On the variable cost side of the coin, spending on graphics processing units and data centers, as well as massive electricity bills, are sending tech companies&#39; capital-light models the way of the dial-up modem.</p><p>As for network effects, which have greatly facilitated the likes of Facebook, YouTube, and LinkedIn, Berezin sees AI undermining this advantage in two ways. First, as AI bots populate these sites with fake images and get-rich schemes, audiences will tune out. Second, and even more concerning for the networks, is that AI systems could create a content feed layered on top of one&#39;s preferred social media. This would reduce the leverage that, say, YouTube has over an influencer, who could bypass that channel and post anywhere and get picked up by the AI algorithm.</p><p>When it comes to proprietary technology, Berezin argues that since much of what goes into creating AI systems is open source, it will be difficult for any one company to achieve a monopoly position. Incumbents that increasingly use AI as part of their core processes, like Microsoft and Alphabet, will lose monopoly power as it lessens the degree to which they are differentiated.</p><p>The markets seem to be waking up to all this. Mean reversion, never an &#34;if&#34; but a &#34;when&#34; proposition, may already be occurring. The Mag Seven is down 7.2% year to date, while the S&amp;P 500 is off 0.89%. What would the S&amp;P 500&#39;s performance be if you stripped out the Mag Seven? A proxy for that is the <a href=\"https://laohu8.com/S/XMAG\">Defiance Large Cap ex-Mag 7 ETF</a>, which I wrote about at its launch in October 2024 and which owns all the stocks in the S&amp;P 500 except those seven. It&#39;s up 1.89% year to date.</p><p>&#34;There are periods of time where the Mag Seven has taken a back seat, and this year is one of them,&#34; says Sylvia Jablonski, chief investment officer of Defiance ETFs.</p><p>Another non-Mag Seven play is the Invesco S&amp;P 500 Equal Weight ETF, which mutes the outperformance of the Mag Seven (or any other stock) by equal-weighting each stock in the index and rebalancing every quarter. It&#39;s up 5.1% year to date.</p><p>Circling back to the 1960 Sturges movie, near the end of the flick a character remarks that the Magnificent Seven gunslingers were &#34;like the wind, blowing over the land and passing on.&#34; So too, now, perhaps this latest version.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","SG9999002232.USD":"Allianz Global High Payout USD","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4512":"苹果概念","BK4543":"AI","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0079474960.USD":"联博美国增长基金A","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU1400636491.USD":"Allianz Europe Income and Growth Cl AMg DIS H2-USD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","BK4514":"搜索引擎","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU1046421795.USD":"富达环球科技A-ACC","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","BK4516":"特朗普概念","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4592":"伊斯兰概念","BK4515":"5G概念","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - 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Franklin Mutual US Value A Acc SGD","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","AMZN":"亚马逊"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2617515348","content_text":"Stick a fork in it. Turn out the lights. Hasta la vista.Say it anyway you'd like. The simple truth is the Magnificent Seven trade is over. Finito. Dead. The collective stock market outperformance of those seven tech icons -- Alphabet, Amazon.com, Apple, Meta Platforms, Nvidia, Microsoft, and Tesla -- is now a thing of the past.The group may still do OK, and some of the individual stocks may even kill it, but the slam-dunk, set-it-and-forget-it, run-circles-around-the-market era of the Mag Seven is gone with the wind.Recall that BofA Securities analyst Michael Hartnett coined the term Magnificent Seven in 2023, referring to the 1960 John Sturges Western gunslinger flick (an adaptation of Akira Kurosawa's 1954 film Seven Samurai). Since then those stocks have been lights out, up 76% in 2023, 47.5% in 2024, and 19.3% last year, beating the market every year, according to FactSet. Even with the group's performance down a bit last year, it contributed 42% of the S&P 500's total return, according to Matthew Smart, director of financial planning and portfolio analysis at WWM Investments. And the Mag Seven accounts for roughly one-third of the index's market cap.We've seen this movie before. There was the Era of the Titans in the 1960s, when 10 companies, led by AT&T, General Motors, and Exxon Mobil, then called Standard Oil, accounted for nearly 30% of the market; the Nifty Fifty in the late 1960s and early 1970s; and the dot-com era, when mega tech stocks Cisco Systems, Microsoft, Intel, and Dell Technologies made up 27% of the market. Now the market is even more concentrated in fewer stocks.True, folks predicted the demise of the Mag Seven's dominance last year, and it didn't happen. What's different now is that artificial intelligence has thickened the plot.For starters, Microsoft, Amazon, Alphabet, and Meta (as well as Oracle) are spending jaw-dropping money on data centers and Nvidia chips. (This is less the case for Tesla and Apple -- and of course, Nvidia stands to benefit.) Peter Berezin, chief global strategist at BCA Research, notes that the \"hyperscalers are set to spend $670 billion on capex in 2026, up from $410 billion in 2025 and $240 billion in 2024. Free cash flow is plummeting and has already turned negative for Oracle.\" This spending lowers the heretofore bountiful margins of the Mag Seven and makes their financials more opaque as they tap Wall Street for complex loan and funding strategies.But wait, there's more -- which Berezin lays out in a recent paper, \"AI Will Kill The Tech Monopolies.\" Tech companies, Berezin says, have historically generated profits from three sources: economies of scale, network effects, and proprietary technologies. \"A lot of things that Mag Seven have enjoyed that have contributed to their profitability could now be threatened by AI,\" he argues.First, AI subverts the tech giants' economies of scale by lowering the relatively high fixed costs of writing software, which had served as a protective moat for these companies. AI allows anyone to code. And the market has brutally punished software companies, with the iShares Expanded Tech-Software Sector exchange-traded fund down some 30% from its 2025 peak. On the variable cost side of the coin, spending on graphics processing units and data centers, as well as massive electricity bills, are sending tech companies' capital-light models the way of the dial-up modem.As for network effects, which have greatly facilitated the likes of Facebook, YouTube, and LinkedIn, Berezin sees AI undermining this advantage in two ways. First, as AI bots populate these sites with fake images and get-rich schemes, audiences will tune out. Second, and even more concerning for the networks, is that AI systems could create a content feed layered on top of one's preferred social media. This would reduce the leverage that, say, YouTube has over an influencer, who could bypass that channel and post anywhere and get picked up by the AI algorithm.When it comes to proprietary technology, Berezin argues that since much of what goes into creating AI systems is open source, it will be difficult for any one company to achieve a monopoly position. Incumbents that increasingly use AI as part of their core processes, like Microsoft and Alphabet, will lose monopoly power as it lessens the degree to which they are differentiated.The markets seem to be waking up to all this. Mean reversion, never an \"if\" but a \"when\" proposition, may already be occurring. The Mag Seven is down 7.2% year to date, while the S&P 500 is off 0.89%. What would the S&P 500's performance be if you stripped out the Mag Seven? A proxy for that is the Defiance Large Cap ex-Mag 7 ETF, which I wrote about at its launch in October 2024 and which owns all the stocks in the S&P 500 except those seven. It's up 1.89% year to date.\"There are periods of time where the Mag Seven has taken a back seat, and this year is one of them,\" says Sylvia Jablonski, chief investment officer of Defiance ETFs.Another non-Mag Seven play is the Invesco S&P 500 Equal Weight ETF, which mutes the outperformance of the Mag Seven (or any other stock) by equal-weighting each stock in the index and rebalancing every quarter. It's up 5.1% year to date.Circling back to the 1960 Sturges movie, near the end of the flick a character remarks that the Magnificent Seven gunslingers were \"like the wind, blowing over the land and passing on.\" So too, now, perhaps this latest version.","news_type":1,"symbols_score_info":{"GOOG":2,"NVDA":2,"TSLA":2,"AAPL":2,"META":2,"AMZN":2,"MSFT":2}},"isVote":1,"tweetType":1,"viewCount":1441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":490131328299664,"gmtCreate":1760684252859,"gmtModify":1760684256391,"author":{"id":"3576023307997316","authorId":"3576023307997316","name":"Hanna0207","avatar":"https://community-static.tradeup.com/news/14733c304f53aceded0c6f77a8d3913f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576023307997316","authorIdStr":"3576023307997316"},"themes":[],"title":"","htmlText":"lol 2023 news, how manipulative.","listText":"lol 2023 news, how manipulative.","text":"lol 2023 news, how manipulative.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/490131328299664","repostId":"2576881250","repostType":4,"repost":{"id":"2576881250","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1760680965,"share":"https://ttm.financial/m/news/2576881250?lang=en_US&edition=fundamental","pubTime":"2025-10-17 14:02","market":"nz","language":"en","title":"Micron to Exit Server Chips Business in China After Ban, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2576881250","media":"Reuters","summary":"EXCLUSIVE-Micron to exit server chips business in China after ban, sources sayChina in 2023 banned use of Micron products in critical infrastructure Micron to continue to sell chips to auto, mobile phone sectors, source says China has also said Nvidia and Intel products pose security risks but no action taken By Hyunjoo Jin and Brenda Goh","content":"<html><head></head><body><ul style=\"\"><li><p>China in 2023 banned use of Micron products in critical infrastructure</p></li><li><p>Micron to continue to sell chips to auto, mobile phone sectors, source says</p></li><li><p>China has also said Nvidia and Intel products pose security risks but no action taken</p></li></ul><p><a href=\"https://laohu8.com/S/MU\">Micron Technology</a> plans to stop supplying server chips to data centres in China after the business failed to recover from a 2023 government ban on its products in critical Chinese infrastructure, two people briefed on the decision said.</p><p>Micron fell 3% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/827ac6adea9a2462050784d66be7ae02\" title=\"\" tg-width=\"364\" tg-height=\"129\"/></p><p>Micron was the first U.S. chipmaker to be targeted by Beijing - a move that was seen as retaliatory for a series of curbs by Washington aimed at impeding tech progress by China&#39;s semiconductor industry.</p><p>Since then, both <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> and <a href=\"https://laohu8.com/S/INTC\">Intel</a> chips have similarly fielded accusations from Chinese authorities and an industry group of posing security risks, though there has not been any regulatory action.</p><h3 id=\"id_3161820460\">LENOVO TO REMAIN A CUSTOMER</h3><p>Micron will continue to sell to two Chinese customers that have significant data centre operations outside China, one of which is laptop maker Lenovo 0992.HK, the people said.</p><p>The U.S. company, which made $3.4 billion or 12% of its total revenue from mainland China in its last business year, will also continue to sell chips to auto and mobile phone sector customers in the world&#39;s second-largest economy, one person said.</p><p>Asked about the exit from its China data centre business, Micron said in a statement to Reuters that the division had been impacted by the ban, and it abides by applicable regulations where it does business.</p><p>Lenovo did not immediately respond to a request for comment.</p><p>U.S.-Sino trade tensions and tech rivalry have only escalated since 2018, when U.S. President Donald Trump began imposing tariffs on Chinese goods during his first term. That same year, Washington ramped up accusations against Chinese tech giant Huawei HWT.UL, accusing it of representing a national security risk, imposing sanctions a year later.</p><p>Huawei has denied those charges. Nvidia and Intel have also denied charges that their products pose risks to Chinese national security. Micron also said in 2023, before the conclusion of China&#39;s probe, that it stood by the security of its products.</p><p>Currently, the U.S. has sanctioned hundreds of Chinese entities. China, which is more reliant on imported tech, has taken far fewer regulatory actions.</p><h3 id=\"id_2247951640\">LOSING OUT ON CHINA&#39;S AI BOOM</h3><p>The ban on Micron products in critical infrastructure by China - the world&#39;s second-largest market for server memory - has meant the company has missed out on the country&#39;s data centre expansion boom.</p><p>That&#39;s benefited rivals Samsung Electronics and SK Hynix, as well as Chinese companies YMTC and CXMT, which have been aggressively expanding with the support of the Chinese government.</p><p>Investment by data centres used in computing in China surged ninefold to 24.7 billion yuan ($3.4 billion) last year, according to a Reuters review of government procurement documents.</p><p>That said, Micron&#39;s challenges in China have been offset by huge demand for data centres and related tools elsewhere, thanks to the global adoption of artificial intelligence. That&#39;s helped the company report record quarterly revenue.</p><p>According to a third source, Micron&#39;s data centre team in China employs over 300 people. Reuters was not able to immediately establish how many jobs may be affected.</p><p>Micron has been downsizing in other areas in China. In August, it laid off a few hundred people in its universal flash storage programme after deciding to cease development of future mobile NAND products globally, according to the South China Morning Post.</p><p>Areas where it has continued to expand in China include its chip packaging facility in the city of Xian.</p><p>&#34;We have a strong operating and customer presence in China, and China remains an important market for Micron and the semiconductor industry in general,&#34; Micron said in its statement to Reuters.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron to Exit Server Chips Business in China After Ban, Sources Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron to Exit Server Chips Business in China After Ban, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-10-17 14:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>China in 2023 banned use of Micron products in critical infrastructure</p></li><li><p>Micron to continue to sell chips to auto, mobile phone sectors, source says</p></li><li><p>China has also said Nvidia and Intel products pose security risks but no action taken</p></li></ul><p><a href=\"https://laohu8.com/S/MU\">Micron Technology</a> plans to stop supplying server chips to data centres in China after the business failed to recover from a 2023 government ban on its products in critical Chinese infrastructure, two people briefed on the decision said.</p><p>Micron fell 3% in overnight trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/827ac6adea9a2462050784d66be7ae02\" title=\"\" tg-width=\"364\" tg-height=\"129\"/></p><p>Micron was the first U.S. chipmaker to be targeted by Beijing - a move that was seen as retaliatory for a series of curbs by Washington aimed at impeding tech progress by China&#39;s semiconductor industry.</p><p>Since then, both <a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a> and <a href=\"https://laohu8.com/S/INTC\">Intel</a> chips have similarly fielded accusations from Chinese authorities and an industry group of posing security risks, though there has not been any regulatory action.</p><h3 id=\"id_3161820460\">LENOVO TO REMAIN A CUSTOMER</h3><p>Micron will continue to sell to two Chinese customers that have significant data centre operations outside China, one of which is laptop maker Lenovo 0992.HK, the people said.</p><p>The U.S. company, which made $3.4 billion or 12% of its total revenue from mainland China in its last business year, will also continue to sell chips to auto and mobile phone sector customers in the world&#39;s second-largest economy, one person said.</p><p>Asked about the exit from its China data centre business, Micron said in a statement to Reuters that the division had been impacted by the ban, and it abides by applicable regulations where it does business.</p><p>Lenovo did not immediately respond to a request for comment.</p><p>U.S.-Sino trade tensions and tech rivalry have only escalated since 2018, when U.S. President Donald Trump began imposing tariffs on Chinese goods during his first term. That same year, Washington ramped up accusations against Chinese tech giant Huawei HWT.UL, accusing it of representing a national security risk, imposing sanctions a year later.</p><p>Huawei has denied those charges. Nvidia and Intel have also denied charges that their products pose risks to Chinese national security. Micron also said in 2023, before the conclusion of China&#39;s probe, that it stood by the security of its products.</p><p>Currently, the U.S. has sanctioned hundreds of Chinese entities. China, which is more reliant on imported tech, has taken far fewer regulatory actions.</p><h3 id=\"id_2247951640\">LOSING OUT ON CHINA&#39;S AI BOOM</h3><p>The ban on Micron products in critical infrastructure by China - the world&#39;s second-largest market for server memory - has meant the company has missed out on the country&#39;s data centre expansion boom.</p><p>That&#39;s benefited rivals Samsung Electronics and SK Hynix, as well as Chinese companies YMTC and CXMT, which have been aggressively expanding with the support of the Chinese government.</p><p>Investment by data centres used in computing in China surged ninefold to 24.7 billion yuan ($3.4 billion) last year, according to a Reuters review of government procurement documents.</p><p>That said, Micron&#39;s challenges in China have been offset by huge demand for data centres and related tools elsewhere, thanks to the global adoption of artificial intelligence. That&#39;s helped the company report record quarterly revenue.</p><p>According to a third source, Micron&#39;s data centre team in China employs over 300 people. Reuters was not able to immediately establish how many jobs may be affected.</p><p>Micron has been downsizing in other areas in China. In August, it laid off a few hundred people in its universal flash storage programme after deciding to cease development of future mobile NAND products globally, according to the South China Morning Post.</p><p>Areas where it has continued to expand in China include its chip packaging facility in the city of Xian.</p><p>&#34;We have a strong operating and customer presence in China, and China remains an important market for Micron and the semiconductor industry in general,&#34; Micron said in its statement to Reuters.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4566":"资本集团","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","BK4592":"伊斯兰概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","SG9999002232.USD":"Allianz Global High Payout USD","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","MU":"美光科技","LU0861579265.USD":"联博低波幅策略股票基金A","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251017:nL5N3VX0A1:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2576881250","content_text":"China in 2023 banned use of Micron products in critical infrastructureMicron to continue to sell chips to auto, mobile phone sectors, source saysChina has also said Nvidia and Intel products pose security risks but no action takenMicron Technology plans to stop supplying server chips to data centres in China after the business failed to recover from a 2023 government ban on its products in critical Chinese infrastructure, two people briefed on the decision said.Micron fell 3% in overnight trading.Micron was the first U.S. chipmaker to be targeted by Beijing - a move that was seen as retaliatory for a series of curbs by Washington aimed at impeding tech progress by China's semiconductor industry.Since then, both NVIDIA and Intel chips have similarly fielded accusations from Chinese authorities and an industry group of posing security risks, though there has not been any regulatory action.LENOVO TO REMAIN A CUSTOMERMicron will continue to sell to two Chinese customers that have significant data centre operations outside China, one of which is laptop maker Lenovo 0992.HK, the people said.The U.S. company, which made $3.4 billion or 12% of its total revenue from mainland China in its last business year, will also continue to sell chips to auto and mobile phone sector customers in the world's second-largest economy, one person said.Asked about the exit from its China data centre business, Micron said in a statement to Reuters that the division had been impacted by the ban, and it abides by applicable regulations where it does business.Lenovo did not immediately respond to a request for comment.U.S.-Sino trade tensions and tech rivalry have only escalated since 2018, when U.S. President Donald Trump began imposing tariffs on Chinese goods during his first term. That same year, Washington ramped up accusations against Chinese tech giant Huawei HWT.UL, accusing it of representing a national security risk, imposing sanctions a year later.Huawei has denied those charges. Nvidia and Intel have also denied charges that their products pose risks to Chinese national security. Micron also said in 2023, before the conclusion of China's probe, that it stood by the security of its products.Currently, the U.S. has sanctioned hundreds of Chinese entities. China, which is more reliant on imported tech, has taken far fewer regulatory actions.LOSING OUT ON CHINA'S AI BOOMThe ban on Micron products in critical infrastructure by China - the world's second-largest market for server memory - has meant the company has missed out on the country's data centre expansion boom.That's benefited rivals Samsung Electronics and SK Hynix, as well as Chinese companies YMTC and CXMT, which have been aggressively expanding with the support of the Chinese government.Investment by data centres used in computing in China surged ninefold to 24.7 billion yuan ($3.4 billion) last year, according to a Reuters review of government procurement documents.That said, Micron's challenges in China have been offset by huge demand for data centres and related tools elsewhere, thanks to the global adoption of artificial intelligence. That's helped the company report record quarterly revenue.According to a third source, Micron's data centre team in China employs over 300 people. Reuters was not able to immediately establish how many jobs may be affected.Micron has been downsizing in other areas in China. In August, it laid off a few hundred people in its universal flash storage programme after deciding to cease development of future mobile NAND products globally, according to the South China Morning Post.Areas where it has continued to expand in China include its chip packaging facility in the city of Xian.\"We have a strong operating and customer presence in China, and China remains an important market for Micron and the semiconductor industry in general,\" Micron said in its statement to Reuters.","news_type":1,"symbols_score_info":{"MU":1.1}},"isVote":1,"tweetType":1,"viewCount":668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}