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The Jobs Report Hit Solar and AI Stocks. Here's Who Can Handle Higher Interest Rates
SinOnn
2023-05-31
U.S. Stocks Extended Their Losses in Morning Trading; Dow Jones Slid Over 0.7% While Both Nasdaq and S&P 500 Fell Over 0.8%
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your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/572907400626760","repostId":"2641122899","repostType":2,"repost":{"id":"2641122899","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":1780891414,"share":"https://ttm.financial/m/news/2641122899?lang=en_US&edition=fundamental","pubTime":"2026-06-08 12:03","market":"hk","language":"en","title":"The Jobs Report Hit Solar and AI Stocks. Here's Who Can Handle Higher Interest Rates","url":"https://stock-news.laohu8.com/highlight/detail?id=2641122899","media":"Dow Jones","summary":"Friday's market selloff punished an array of sectors tied to the capital spending boom -- but some are more exposed than others.Solar stocks fell 9% and electrical equipment and infrastructure names were dragged lower after a strong May jobs report pushed Treasury yields higher and revived fears that interest rates could rise again.Semiconductor shares plunged 10.3%, marking their largest one-day drop since March 2020. Losses were amplified by Broadcom's earnings results posted Wednesday, which showed a slight revenue miss and weaker-than-expected near-term AI chip forecast.Higher yields make bonds more competitive and shrink the present value of profits that won't show up for years -- which is exactly the kind of profit growth stocks are priced on.But capital-intensive industries whose cash flows are current, contracted, or partly protected from higher financing costs held up much better. Utilities and real estate investment trusts rose on Friday about 0.9% and 0.7%, respectively, whi","content":"<html><head></head><body><p style=\"text-align: left;\">Friday's market selloff punished an array of sectors tied to the capital spending boom -- but some are more exposed than others.</p><p style=\"text-align: left;\">Solar stocks fell 9% and electrical equipment and infrastructure names were dragged lower after a strong May jobs report pushed Treasury yields higher and revived fears that interest rates could rise again.</p><p style=\"text-align: left;\">Semiconductor shares plunged 10.3%, marking their largest one-day drop since March 2020. Losses were amplified by <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>'s earnings results posted Wednesday, which showed a slight revenue miss and weaker-than-expected near-term AI chip forecast.</p><p style=\"text-align: left;\">Higher yields make bonds more competitive and shrink the present value of profits that won't show up for years -- which is exactly the kind of profit growth stocks are priced on.</p><p style=\"text-align: left;\">But capital-intensive industries whose cash flows are current, contracted, or partly protected from higher financing costs held up much better. Utilities and real estate investment trusts rose on Friday about 0.9% and 0.7%, respectively, while home builders, airlines, and conventional infrastructure stocks slipped only modestly.</p><p style=\"text-align: left;\">So what separates the winners from the losers? In part, it comes down to who has to put up capital, how fast they get it back, and whether they can hand the higher cost to someone else.</p><p style=\"text-align: left;\">For example, Big Tech companies can pay for most of their data center buildout straight out of cash flow. Data center developers, power producers, and clean energy companies orbiting them often can't, and must borrow or sell stock to build the products that generate profits.</p><p style=\"text-align: left;\"><strong>Sector Risk</strong></p><p style=\"text-align: left;\">The solar sector looks the most exposed. Developers spend most of a project's cost before a single watt of energy gets sold, then recover it through power sales stretched across 20 years or more. Higher interest rates make the debt more expensive and gut the present value of cash that may not arrive until later down the line.</p><p style=\"text-align: left;\">Residential solar has a more acute problem. Solar panel leases and power purchase agreements turn a big upfront cost into a monthly bill. Push financing costs up, and that monthly bill stops looking cheaper than the utility -- which is the sector's whole pitch.</p><p style=\"text-align: left;\">Electricity equipment suppliers sit in a better spot. Their customers finance the projects, and they often collect deposits or milestone payments before anything ships. It's unlikely they would cancel turbines and transformer orders just because of modest rate hikes.</p><p style=\"text-align: left;\">Regulated utilities are also better protected. When regulators approve spending to expand or upgrade the electric system, utilities can generally recover those costs from customers over time and earn a profit on the investment.</p><p style=\"text-align: left;\">The chip selloff looks like it overshot, too. Broadcom missed quarterly revenue by less than $100 million, and its guidance of $16 billion in third quarter AI-chip revenue came in only a touch under consensus.</p><p style=\"text-align: left;\">However, investors were spooked by the forecast, with semiconductor stocks shedding about $1.3 trillion in market value on Friday alone. The Philadelphia Semiconductor Index fell 10.3% that day, but is still up more than 70% on the year, which indicates crowded positioning and profit taking did most of the damage.</p><p style=\"text-align: left;\"><strong>What's Ahead</strong></p><p style=\"text-align: left;\">The Federal Reserve's June 16-17 policymaking meeting will be the first led by new Chair Kevin Warsh, and an early test of whether the pressure for lower interest rates that accompanied his appointment can survive stronger economic data.</p><p style=\"text-align: left;\">President Donald Trump has repeatedly called for cheaper borrowing costs, and said during Warsh's confirmation process that he would be disappointed if rates did not fall quickly.</p><p style=\"text-align: left;\">The strong May jobs report increased expectations for at least one rate increase by year-end to roughly 70%, according to market pricing data from the CME FedWatch Tool. The Fed is still widely expected to leave rates unchanged in June.</p><p style=\"text-align: left;\">The next earnings season is still several weeks away, but investors may not have to wait that long for clues about whether Friday's selling was justified. Quanta Services may provide an early signal. The company, which builds infrastructure needed to connect new power plants and data centers to the grid, is scheduled to appear at investor conferences on June 16 and 17, where executives could address the durability of its record backlog and whether customers are delaying projects.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Jobs Report Hit Solar and AI Stocks. Here's Who Can Handle Higher Interest Rates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Jobs Report Hit Solar and AI Stocks. Here's Who Can Handle Higher Interest Rates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-08 12:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Friday's market selloff punished an array of sectors tied to the capital spending boom -- but some are more exposed than others.</p><p style=\"text-align: left;\">Solar stocks fell 9% and electrical equipment and infrastructure names were dragged lower after a strong May jobs report pushed Treasury yields higher and revived fears that interest rates could rise again.</p><p style=\"text-align: left;\">Semiconductor shares plunged 10.3%, marking their largest one-day drop since March 2020. Losses were amplified by <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>'s earnings results posted Wednesday, which showed a slight revenue miss and weaker-than-expected near-term AI chip forecast.</p><p style=\"text-align: left;\">Higher yields make bonds more competitive and shrink the present value of profits that won't show up for years -- which is exactly the kind of profit growth stocks are priced on.</p><p style=\"text-align: left;\">But capital-intensive industries whose cash flows are current, contracted, or partly protected from higher financing costs held up much better. Utilities and real estate investment trusts rose on Friday about 0.9% and 0.7%, respectively, while home builders, airlines, and conventional infrastructure stocks slipped only modestly.</p><p style=\"text-align: left;\">So what separates the winners from the losers? In part, it comes down to who has to put up capital, how fast they get it back, and whether they can hand the higher cost to someone else.</p><p style=\"text-align: left;\">For example, Big Tech companies can pay for most of their data center buildout straight out of cash flow. Data center developers, power producers, and clean energy companies orbiting them often can't, and must borrow or sell stock to build the products that generate profits.</p><p style=\"text-align: left;\"><strong>Sector Risk</strong></p><p style=\"text-align: left;\">The solar sector looks the most exposed. Developers spend most of a project's cost before a single watt of energy gets sold, then recover it through power sales stretched across 20 years or more. Higher interest rates make the debt more expensive and gut the present value of cash that may not arrive until later down the line.</p><p style=\"text-align: left;\">Residential solar has a more acute problem. Solar panel leases and power purchase agreements turn a big upfront cost into a monthly bill. Push financing costs up, and that monthly bill stops looking cheaper than the utility -- which is the sector's whole pitch.</p><p style=\"text-align: left;\">Electricity equipment suppliers sit in a better spot. Their customers finance the projects, and they often collect deposits or milestone payments before anything ships. It's unlikely they would cancel turbines and transformer orders just because of modest rate hikes.</p><p style=\"text-align: left;\">Regulated utilities are also better protected. When regulators approve spending to expand or upgrade the electric system, utilities can generally recover those costs from customers over time and earn a profit on the investment.</p><p style=\"text-align: left;\">The chip selloff looks like it overshot, too. Broadcom missed quarterly revenue by less than $100 million, and its guidance of $16 billion in third quarter AI-chip revenue came in only a touch under consensus.</p><p style=\"text-align: left;\">However, investors were spooked by the forecast, with semiconductor stocks shedding about $1.3 trillion in market value on Friday alone. The Philadelphia Semiconductor Index fell 10.3% that day, but is still up more than 70% on the year, which indicates crowded positioning and profit taking did most of the damage.</p><p style=\"text-align: left;\"><strong>What's Ahead</strong></p><p style=\"text-align: left;\">The Federal Reserve's June 16-17 policymaking meeting will be the first led by new Chair Kevin Warsh, and an early test of whether the pressure for lower interest rates that accompanied his appointment can survive stronger economic data.</p><p style=\"text-align: left;\">President Donald Trump has repeatedly called for cheaper borrowing costs, and said during Warsh's confirmation process that he would be disappointed if rates did not fall quickly.</p><p style=\"text-align: left;\">The strong May jobs report increased expectations for at least one rate increase by year-end to roughly 70%, according to market pricing data from the CME FedWatch Tool. The Fed is still widely expected to leave rates unchanged in June.</p><p style=\"text-align: left;\">The next earnings season is still several weeks away, but investors may not have to wait that long for clues about whether Friday's selling was justified. Quanta Services may provide an early signal. The company, which builds infrastructure needed to connect new power plants and data centers to the grid, is scheduled to appear at investor conferences on June 16 and 17, where executives could address the durability of its record backlog and whether customers are delaying projects.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","AGIX":"通用人工智能 ETF-AGIX","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - 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Losses were amplified by Broadcom's earnings results posted Wednesday, which showed a slight revenue miss and weaker-than-expected near-term AI chip forecast.Higher yields make bonds more competitive and shrink the present value of profits that won't show up for years -- which is exactly the kind of profit growth stocks are priced on.But capital-intensive industries whose cash flows are current, contracted, or partly protected from higher financing costs held up much better. Utilities and real estate investment trusts rose on Friday about 0.9% and 0.7%, respectively, while home builders, airlines, and conventional infrastructure stocks slipped only modestly.So what separates the winners from the losers? In part, it comes down to who has to put up capital, how fast they get it back, and whether they can hand the higher cost to someone else.For example, Big Tech companies can pay for most of their data center buildout straight out of cash flow. Data center developers, power producers, and clean energy companies orbiting them often can't, and must borrow or sell stock to build the products that generate profits.Sector RiskThe solar sector looks the most exposed. Developers spend most of a project's cost before a single watt of energy gets sold, then recover it through power sales stretched across 20 years or more. Higher interest rates make the debt more expensive and gut the present value of cash that may not arrive until later down the line.Residential solar has a more acute problem. Solar panel leases and power purchase agreements turn a big upfront cost into a monthly bill. Push financing costs up, and that monthly bill stops looking cheaper than the utility -- which is the sector's whole pitch.Electricity equipment suppliers sit in a better spot. Their customers finance the projects, and they often collect deposits or milestone payments before anything ships. It's unlikely they would cancel turbines and transformer orders just because of modest rate hikes.Regulated utilities are also better protected. When regulators approve spending to expand or upgrade the electric system, utilities can generally recover those costs from customers over time and earn a profit on the investment.The chip selloff looks like it overshot, too. Broadcom missed quarterly revenue by less than $100 million, and its guidance of $16 billion in third quarter AI-chip revenue came in only a touch under consensus.However, investors were spooked by the forecast, with semiconductor stocks shedding about $1.3 trillion in market value on Friday alone. The Philadelphia Semiconductor Index fell 10.3% that day, but is still up more than 70% on the year, which indicates crowded positioning and profit taking did most of the damage.What's AheadThe Federal Reserve's June 16-17 policymaking meeting will be the first led by new Chair Kevin Warsh, and an early test of whether the pressure for lower interest rates that accompanied his appointment can survive stronger economic data.President Donald Trump has repeatedly called for cheaper borrowing costs, and said during Warsh's confirmation process that he would be disappointed if rates did not fall quickly.The strong May jobs report increased expectations for at least one rate increase by year-end to roughly 70%, according to market pricing data from the CME FedWatch Tool. The Fed is still widely expected to leave rates unchanged in June.The next earnings season is still several weeks away, but investors may not have to wait that long for clues about whether Friday's selling was justified. Quanta Services may provide an early signal. The company, which builds infrastructure needed to connect new power plants and data centers to the grid, is scheduled to appear at investor conferences on June 16 and 17, where executives could address the durability of its record backlog and whether customers are delaying projects.","news_type":1,"symbols_score_info":{"PSI":0.4,"SOXL":0.4,"SOXY":0.4,"ARTY":1.5,"PWR":1,"CHAT":1.5,"AVL":0.6,"AVGX":0.6,"XSD":0.4,"USD":0.4,"SOXQ":0.4,"SMH":0.4,"SOXS":0.4,"SOXX":0.4,"AVGO":1,"AGIX":1.5,"AVGG":0.6,"FTXL":0.4,"TEKX":0.4,"AIPO":1.5,"SMHX":0.4,"CHPY":0.4,"AVGW":0.6,"CHPS":0.4,"AVGU":0.6,"SSG":0.4,"PWR.AU":1,"AVS":0.6}},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182429837299816,"gmtCreate":1685547612636,"gmtModify":1685548581973,"author":{"id":"3578312260958893","authorId":"3578312260958893","name":"SinOnn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578312260958893","authorIdStr":"3578312260958893"},"themes":[],"htmlText":" ","listText":" ","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182429837299816","repostId":"1121674328","repostType":2,"repost":{"id":"1121674328","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1685546666,"share":"https://ttm.financial/m/news/1121674328?lang=en_US&edition=fundamental","pubTime":"2023-05-31 23:24","market":"us","language":"en","title":"U.S. Stocks Extended Their Losses in Morning Trading; 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Dow Jones slid 0.76% while both Nasdaq and S&P 500 fell 0.84%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/921ee16c3145025cd0059ddfd6bc27ce\" tg-width=\"625\" tg-height=\"111\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121674328","content_text":"U.S. stocks extended their losses in morning trading; Dow Jones slid 0.76% while both Nasdaq and S&P 500 fell 0.84%.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":182429837299816,"gmtCreate":1685547612636,"gmtModify":1685548581973,"author":{"id":"3578312260958893","authorId":"3578312260958893","name":"SinOnn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578312260958893","idStr":"3578312260958893"},"themes":[],"title":"","htmlText":" ","listText":" ","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182429837299816","repostId":"1121674328","repostType":2,"repost":{"id":"1121674328","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1685546666,"share":"https://ttm.financial/m/news/1121674328?lang=en_US&edition=fundamental","pubTime":"2023-05-31 23:24","market":"us","language":"en","title":"U.S. Stocks Extended Their Losses in Morning Trading; Dow Jones Slid Over 0.7% While Both Nasdaq and S&P 500 Fell Over 0.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121674328","media":"Tiger Newspress","summary":"U.S. stocks extended their losses in morning trading; Dow Jones slid 0.76% while both Nasdaq and S&P","content":"<html><head></head><body><p>U.S. stocks extended their losses in morning trading; Dow Jones slid 0.76% while both Nasdaq and S&P 500 fell 0.84%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/921ee16c3145025cd0059ddfd6bc27ce\" tg-width=\"625\" tg-height=\"111\"/></p><p></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 Extended Their Losses in Morning Trading; Dow Jones Slid Over 0.7% While Both Nasdaq and S&P 500 Fell Over 0.8%</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; 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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 Extended Their Losses in Morning Trading; Dow Jones Slid Over 0.7% While Both Nasdaq and S&P 500 Fell Over 0.8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-05-31 23:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks extended their losses in morning trading; Dow Jones slid 0.76% while both Nasdaq and S&P 500 fell 0.84%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/921ee16c3145025cd0059ddfd6bc27ce\" tg-width=\"625\" tg-height=\"111\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121674328","content_text":"U.S. stocks extended their losses in morning trading; Dow Jones slid 0.76% while both Nasdaq and S&P 500 fell 0.84%.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":572907400626760,"gmtCreate":1780892295734,"gmtModify":1780893637541,"author":{"id":"3578312260958893","authorId":"3578312260958893","name":"SinOnn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578312260958893","idStr":"3578312260958893"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/572907400626760","repostId":"2641122899","repostType":2,"repost":{"id":"2641122899","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":1780891414,"share":"https://ttm.financial/m/news/2641122899?lang=en_US&edition=fundamental","pubTime":"2026-06-08 12:03","market":"hk","language":"en","title":"The Jobs Report Hit Solar and AI Stocks. Here's Who Can Handle Higher Interest Rates","url":"https://stock-news.laohu8.com/highlight/detail?id=2641122899","media":"Dow Jones","summary":"Friday's market selloff punished an array of sectors tied to the capital spending boom -- but some are more exposed than others.Solar stocks fell 9% and electrical equipment and infrastructure names were dragged lower after a strong May jobs report pushed Treasury yields higher and revived fears that interest rates could rise again.Semiconductor shares plunged 10.3%, marking their largest one-day drop since March 2020. Losses were amplified by Broadcom's earnings results posted Wednesday, which showed a slight revenue miss and weaker-than-expected near-term AI chip forecast.Higher yields make bonds more competitive and shrink the present value of profits that won't show up for years -- which is exactly the kind of profit growth stocks are priced on.But capital-intensive industries whose cash flows are current, contracted, or partly protected from higher financing costs held up much better. Utilities and real estate investment trusts rose on Friday about 0.9% and 0.7%, respectively, whi","content":"<html><head></head><body><p style=\"text-align: left;\">Friday's market selloff punished an array of sectors tied to the capital spending boom -- but some are more exposed than others.</p><p style=\"text-align: left;\">Solar stocks fell 9% and electrical equipment and infrastructure names were dragged lower after a strong May jobs report pushed Treasury yields higher and revived fears that interest rates could rise again.</p><p style=\"text-align: left;\">Semiconductor shares plunged 10.3%, marking their largest one-day drop since March 2020. Losses were amplified by <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>'s earnings results posted Wednesday, which showed a slight revenue miss and weaker-than-expected near-term AI chip forecast.</p><p style=\"text-align: left;\">Higher yields make bonds more competitive and shrink the present value of profits that won't show up for years -- which is exactly the kind of profit growth stocks are priced on.</p><p style=\"text-align: left;\">But capital-intensive industries whose cash flows are current, contracted, or partly protected from higher financing costs held up much better. Utilities and real estate investment trusts rose on Friday about 0.9% and 0.7%, respectively, while home builders, airlines, and conventional infrastructure stocks slipped only modestly.</p><p style=\"text-align: left;\">So what separates the winners from the losers? In part, it comes down to who has to put up capital, how fast they get it back, and whether they can hand the higher cost to someone else.</p><p style=\"text-align: left;\">For example, Big Tech companies can pay for most of their data center buildout straight out of cash flow. Data center developers, power producers, and clean energy companies orbiting them often can't, and must borrow or sell stock to build the products that generate profits.</p><p style=\"text-align: left;\"><strong>Sector Risk</strong></p><p style=\"text-align: left;\">The solar sector looks the most exposed. Developers spend most of a project's cost before a single watt of energy gets sold, then recover it through power sales stretched across 20 years or more. Higher interest rates make the debt more expensive and gut the present value of cash that may not arrive until later down the line.</p><p style=\"text-align: left;\">Residential solar has a more acute problem. Solar panel leases and power purchase agreements turn a big upfront cost into a monthly bill. Push financing costs up, and that monthly bill stops looking cheaper than the utility -- which is the sector's whole pitch.</p><p style=\"text-align: left;\">Electricity equipment suppliers sit in a better spot. Their customers finance the projects, and they often collect deposits or milestone payments before anything ships. It's unlikely they would cancel turbines and transformer orders just because of modest rate hikes.</p><p style=\"text-align: left;\">Regulated utilities are also better protected. When regulators approve spending to expand or upgrade the electric system, utilities can generally recover those costs from customers over time and earn a profit on the investment.</p><p style=\"text-align: left;\">The chip selloff looks like it overshot, too. Broadcom missed quarterly revenue by less than $100 million, and its guidance of $16 billion in third quarter AI-chip revenue came in only a touch under consensus.</p><p style=\"text-align: left;\">However, investors were spooked by the forecast, with semiconductor stocks shedding about $1.3 trillion in market value on Friday alone. The Philadelphia Semiconductor Index fell 10.3% that day, but is still up more than 70% on the year, which indicates crowded positioning and profit taking did most of the damage.</p><p style=\"text-align: left;\"><strong>What's Ahead</strong></p><p style=\"text-align: left;\">The Federal Reserve's June 16-17 policymaking meeting will be the first led by new Chair Kevin Warsh, and an early test of whether the pressure for lower interest rates that accompanied his appointment can survive stronger economic data.</p><p style=\"text-align: left;\">President Donald Trump has repeatedly called for cheaper borrowing costs, and said during Warsh's confirmation process that he would be disappointed if rates did not fall quickly.</p><p style=\"text-align: left;\">The strong May jobs report increased expectations for at least one rate increase by year-end to roughly 70%, according to market pricing data from the CME FedWatch Tool. The Fed is still widely expected to leave rates unchanged in June.</p><p style=\"text-align: left;\">The next earnings season is still several weeks away, but investors may not have to wait that long for clues about whether Friday's selling was justified. Quanta Services may provide an early signal. The company, which builds infrastructure needed to connect new power plants and data centers to the grid, is scheduled to appear at investor conferences on June 16 and 17, where executives could address the durability of its record backlog and whether customers are delaying projects.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Jobs Report Hit Solar and AI Stocks. Here's Who Can Handle Higher Interest Rates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Jobs Report Hit Solar and AI Stocks. Here's Who Can Handle Higher Interest Rates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-08 12:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Friday's market selloff punished an array of sectors tied to the capital spending boom -- but some are more exposed than others.</p><p style=\"text-align: left;\">Solar stocks fell 9% and electrical equipment and infrastructure names were dragged lower after a strong May jobs report pushed Treasury yields higher and revived fears that interest rates could rise again.</p><p style=\"text-align: left;\">Semiconductor shares plunged 10.3%, marking their largest one-day drop since March 2020. Losses were amplified by <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>'s earnings results posted Wednesday, which showed a slight revenue miss and weaker-than-expected near-term AI chip forecast.</p><p style=\"text-align: left;\">Higher yields make bonds more competitive and shrink the present value of profits that won't show up for years -- which is exactly the kind of profit growth stocks are priced on.</p><p style=\"text-align: left;\">But capital-intensive industries whose cash flows are current, contracted, or partly protected from higher financing costs held up much better. Utilities and real estate investment trusts rose on Friday about 0.9% and 0.7%, respectively, while home builders, airlines, and conventional infrastructure stocks slipped only modestly.</p><p style=\"text-align: left;\">So what separates the winners from the losers? In part, it comes down to who has to put up capital, how fast they get it back, and whether they can hand the higher cost to someone else.</p><p style=\"text-align: left;\">For example, Big Tech companies can pay for most of their data center buildout straight out of cash flow. Data center developers, power producers, and clean energy companies orbiting them often can't, and must borrow or sell stock to build the products that generate profits.</p><p style=\"text-align: left;\"><strong>Sector Risk</strong></p><p style=\"text-align: left;\">The solar sector looks the most exposed. Developers spend most of a project's cost before a single watt of energy gets sold, then recover it through power sales stretched across 20 years or more. Higher interest rates make the debt more expensive and gut the present value of cash that may not arrive until later down the line.</p><p style=\"text-align: left;\">Residential solar has a more acute problem. Solar panel leases and power purchase agreements turn a big upfront cost into a monthly bill. Push financing costs up, and that monthly bill stops looking cheaper than the utility -- which is the sector's whole pitch.</p><p style=\"text-align: left;\">Electricity equipment suppliers sit in a better spot. Their customers finance the projects, and they often collect deposits or milestone payments before anything ships. It's unlikely they would cancel turbines and transformer orders just because of modest rate hikes.</p><p style=\"text-align: left;\">Regulated utilities are also better protected. When regulators approve spending to expand or upgrade the electric system, utilities can generally recover those costs from customers over time and earn a profit on the investment.</p><p style=\"text-align: left;\">The chip selloff looks like it overshot, too. Broadcom missed quarterly revenue by less than $100 million, and its guidance of $16 billion in third quarter AI-chip revenue came in only a touch under consensus.</p><p style=\"text-align: left;\">However, investors were spooked by the forecast, with semiconductor stocks shedding about $1.3 trillion in market value on Friday alone. The Philadelphia Semiconductor Index fell 10.3% that day, but is still up more than 70% on the year, which indicates crowded positioning and profit taking did most of the damage.</p><p style=\"text-align: left;\"><strong>What's Ahead</strong></p><p style=\"text-align: left;\">The Federal Reserve's June 16-17 policymaking meeting will be the first led by new Chair Kevin Warsh, and an early test of whether the pressure for lower interest rates that accompanied his appointment can survive stronger economic data.</p><p style=\"text-align: left;\">President Donald Trump has repeatedly called for cheaper borrowing costs, and said during Warsh's confirmation process that he would be disappointed if rates did not fall quickly.</p><p style=\"text-align: left;\">The strong May jobs report increased expectations for at least one rate increase by year-end to roughly 70%, according to market pricing data from the CME FedWatch Tool. The Fed is still widely expected to leave rates unchanged in June.</p><p style=\"text-align: left;\">The next earnings season is still several weeks away, but investors may not have to wait that long for clues about whether Friday's selling was justified. Quanta Services may provide an early signal. The company, which builds infrastructure needed to connect new power plants and data centers to the grid, is scheduled to appear at investor conferences on June 16 and 17, where executives could address the durability of its record backlog and whether customers are delaying projects.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","AGIX":"通用人工智能 ETF-AGIX","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - 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Losses were amplified by Broadcom's earnings results posted Wednesday, which showed a slight revenue miss and weaker-than-expected near-term AI chip forecast.Higher yields make bonds more competitive and shrink the present value of profits that won't show up for years -- which is exactly the kind of profit growth stocks are priced on.But capital-intensive industries whose cash flows are current, contracted, or partly protected from higher financing costs held up much better. Utilities and real estate investment trusts rose on Friday about 0.9% and 0.7%, respectively, while home builders, airlines, and conventional infrastructure stocks slipped only modestly.So what separates the winners from the losers? In part, it comes down to who has to put up capital, how fast they get it back, and whether they can hand the higher cost to someone else.For example, Big Tech companies can pay for most of their data center buildout straight out of cash flow. Data center developers, power producers, and clean energy companies orbiting them often can't, and must borrow or sell stock to build the products that generate profits.Sector RiskThe solar sector looks the most exposed. Developers spend most of a project's cost before a single watt of energy gets sold, then recover it through power sales stretched across 20 years or more. Higher interest rates make the debt more expensive and gut the present value of cash that may not arrive until later down the line.Residential solar has a more acute problem. Solar panel leases and power purchase agreements turn a big upfront cost into a monthly bill. Push financing costs up, and that monthly bill stops looking cheaper than the utility -- which is the sector's whole pitch.Electricity equipment suppliers sit in a better spot. Their customers finance the projects, and they often collect deposits or milestone payments before anything ships. It's unlikely they would cancel turbines and transformer orders just because of modest rate hikes.Regulated utilities are also better protected. When regulators approve spending to expand or upgrade the electric system, utilities can generally recover those costs from customers over time and earn a profit on the investment.The chip selloff looks like it overshot, too. Broadcom missed quarterly revenue by less than $100 million, and its guidance of $16 billion in third quarter AI-chip revenue came in only a touch under consensus.However, investors were spooked by the forecast, with semiconductor stocks shedding about $1.3 trillion in market value on Friday alone. The Philadelphia Semiconductor Index fell 10.3% that day, but is still up more than 70% on the year, which indicates crowded positioning and profit taking did most of the damage.What's AheadThe Federal Reserve's June 16-17 policymaking meeting will be the first led by new Chair Kevin Warsh, and an early test of whether the pressure for lower interest rates that accompanied his appointment can survive stronger economic data.President Donald Trump has repeatedly called for cheaper borrowing costs, and said during Warsh's confirmation process that he would be disappointed if rates did not fall quickly.The strong May jobs report increased expectations for at least one rate increase by year-end to roughly 70%, according to market pricing data from the CME FedWatch Tool. The Fed is still widely expected to leave rates unchanged in June.The next earnings season is still several weeks away, but investors may not have to wait that long for clues about whether Friday's selling was justified. Quanta Services may provide an early signal. The company, which builds infrastructure needed to connect new power plants and data centers to the grid, is scheduled to appear at investor conferences on June 16 and 17, where executives could address the durability of its record backlog and whether customers are delaying projects.","news_type":1,"symbols_score_info":{"PSI":0.4,"SOXL":0.4,"SOXY":0.4,"ARTY":1.5,"PWR":1,"CHAT":1.5,"AVL":0.6,"AVGX":0.6,"XSD":0.4,"USD":0.4,"SOXQ":0.4,"SMH":0.4,"SOXS":0.4,"SOXX":0.4,"AVGO":1,"AGIX":1.5,"AVGG":0.6,"FTXL":0.4,"TEKX":0.4,"AIPO":1.5,"SMHX":0.4,"CHPY":0.4,"AVGW":0.6,"CHPS":0.4,"AVGU":0.6,"SSG":0.4,"PWR.AU":1,"AVS":0.6}},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583990440747176,"gmtCreate":1783602921600,"gmtModify":1783603607872,"author":{"id":"3578312260958893","authorId":"3578312260958893","name":"SinOnn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578312260958893","idStr":"3578312260958893"},"themes":[],"title":"","htmlText":"170","listText":"170","text":"170","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583990440747176","isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
