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Westango

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09-22 19:39

Riding on Semi con wave

08-12

Gold

05-28

AI play, AMZ model

05-19

Chinese AI

China's AI Model Usage Outpaces US for Third Consecutive Week; TENCENT Leads Again, Alibaba's Qwen Unveils Major Upgrade; Huabao Fund's HK Internet ETF (513770) Rises Nearly 1%

05-18

$XOM 20260618 150.0 CALL$

05-18

$XOM 20260618 150.0 CALL$

05-14

$TQQQ 20260515 45.0 PUT$

05-04

Google investment

Google Is Now a Glorified Venture-Capital Fund Thanks to Its SpaceX and Anthropic Stakes

04-27

Sgp listed food companies

Coffee Price Increases Signal Potential Gains for Three Singapore Food Companies

04-26

Amz results trade prediction

Earning Preview: Amazon Q1 Revenue Is Expected to Increase by 14.33%, and Institutional Views Are Bullish

04-26

Google results trade prediction

Earning Preview: Alphabet Revenue Expected to Increase by 19.93%, Institutional Views Are Bullish

04-14

Avav drone market opportunity

This Is The Defense Sector's Fastest Grower - And A $20 Billion Trade Most Investors Are Missing

04-08

Meta builds up VR via Collab

Unity Shares Jump 7% as Company Extends VR Partnership with Meta

03-18

Amz potential

5 Reasons Amazon's Stock Could Be A Major AI Winner

01-24

Fed Meeting, Apple, Microsoft Earnings: What to Watch Next Week -- WSJ

01-14

Google space

A Google-Backed Space Stock Is up 600% in a Year. Here’s Why It Could Go Even Higher

01-09

Google @GTSR

Why Alphabet's Stock Can Further Reign as 'King' of the AI Trade in 2026

2025-11-25

Google

@Maverick AI:Is GOOG's TPU Mania The Second "Deekseek Moment"?

2025-10-14

Sharing. Gold and silver run

@Mickey082024:The Next Precious Metals Boom: Why Silver Could Outperform Gold in 2025

2025-10-11

Baba on AI , competition and future world

Alibaba's Joe Tsai Debates White House "AI Czar": China Makes Significant Progress in AI Applications, AI is Not Winner-Takes-All

Go to Tiger App to see more news

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play, AMZ model","listText":"AI play, AMZ model","text":"AI play, AMZ model","images":[{"img":"https://community-static.tradeup.com/news/a500e137adc2a5b9b93793f7e5855bb1","width":"860","height":"31027"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/569225146405608","isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":565755641414624,"gmtCreate":1779157046045,"gmtModify":1779157095490,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"title":"","htmlText":"Chinese AI","listText":"Chinese AI","text":"Chinese AI","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/565755641414624","repostId":"1183269177","repostType":2,"repost":{"id":"1183269177","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1779156784,"share":"https://ttm.financial/m/news/1183269177?lang=en_US&edition=fundamental","pubTime":"2026-05-19 10:13","market":"sg","language":"en","title":"China's AI Model Usage Outpaces US for Third Consecutive Week; TENCENT Leads Again, Alibaba's Qwen Unveils Major Upgrade; Huabao Fund's HK Internet ETF (513770) Rises Nearly 1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1183269177","media":"Deep News","summary":"In early trading on May 19, the AI sector in Hong Kong showed active performance, with most leading internet companies moving higher. As of the time of reporting, TENCENT and BABA-W rose...","content":"<p>In early trading on May 19, the AI sector in Hong Kong showed active performance, with most leading internet companies moving higher. As of the time of reporting, TENCENT and BABA-W rose approximately 2%, while Meituan-W and Kuaishou-W gained over 1%, with Xiaomi Group-W also following the upward trend. The core Hong Kong AI investment tool, the Huabao Hong Kong Internet ETF (513770), opened lower but climbed higher, with its on-exchange price rising over 1% at one point, currently up 0.99%.</p>\n<p>On the news front, calculations based on the latest data from OpenRouter show that the global total usage of large AI models last week (May 11 to May 17) reached 26.9 trillion tokens, an increase of 4.7% from the previous week, marking the fourth consecutive week of growth. Among the listed AI models, the weekly usage of Chinese AI models reached 7.693 trillion tokens, while the weekly usage of US AI models during the same period was 4.24 trillion tokens. The weekly usage of Chinese large models is now 1.81 times that of the US, surpassing the US for the third consecutive week and firmly holding the top global position. Furthermore, among the top three globally by usage volume, the top two are Chinese AI models: TENCENT's Hy3 preview and DeepSeek-V4-Flash.</p>\n<p>Additionally, Alibaba has announced that a \"significant new addition\" to its Alibaba Cloud Tongyi Qianwen model will debut at the Alibaba Cloud Summit on May 20. The new model features comprehensive upgrades in versatility, model capabilities, depth, and breadth.</p>\n<p>Dongwu Securities noted that the Hong Kong stock market is currently in a window of \"risk appetite recovery + improved fundamental expectations.\" The AI technology rally is expected to rotate from upstream hardware to midstream and downstream applications, with the Hong Kong market holding strong representation in internet platforms, AI applications, and ecosystem scenarios. Recent market consensus has shown signs of recovery, and EPS expectations for Hong Kong indices have begun to be revised upward. If subsequent profit recovery materializes gradually, it will help support further valuation recovery in Hong Kong stocks and boost market confidence in medium- to long-term capital inflows.</p>\n<p>To capture the opportunities of the 2026 AI commercialization year, focus on core Hong Kong AI investment tools. The Hong Kong Internet ETF (513770) and its feeder funds (Class A 017125; Class C 017126) passively track the CSI Hong Kong Stock Connect Internet Index. The top ten holdings include tech giants like BABA-W and TENCENT, as well as AI application companies across various sectors, highlighting significant leading advantages. The ETF offers intraday T+0 trading with good liquidity.</p>\n<p>For those bullish on Hong Kong tech but seeking to reduce volatility, consider the market's first—Hong Kong Large Cap 30 ETF (520560). It employs a \"tech + dividend\" barbell strategy, with heavy holdings in high-growth tech stocks like Alibaba, as well as stable, high-dividend sectors such as banking and insurance, making it an ideal long-term foundational holding for Hong Kong market exposure.</p>\n<p>A reminder: Recent market volatility may be significant, and short-term price movements do not predict future performance. Investors must make rational investment decisions based on their own financial situation and risk tolerance, paying close attention to position sizing and risk management.</p>\n<p>Data source: Shanghai and Shenzhen stock exchanges, etc.</p>\n<p>ETF fee-related notes: When subscribing for or redeeming fund units, subscription and redemption agents may charge a commission of up to 0.5%, which includes related fees charged by stock exchanges and registration institutions. Feeder fund fee-related notes: For the Huabao CSI Hong Kong Stock Connect Internet ETF Feeder Fund (Class A), the front-end subscription fee is CNY 1,000 per transaction for subscription amounts over CNY 2 million, 0.6% for amounts between CNY 1 million (inclusive) and CNY 2 million, and 1% for amounts below CNY 1 million. The redemption fee is 1.5% for holding periods under 7 days and 0% for holding periods of 7 days or more; no sales service fee is charged. For the Huabao CSI Hong Kong Stock Connect Internet ETF Feeder Fund (Class C), no subscription fee is charged; the redemption fee is 1.5% for holding periods under 7 days and 0% for holding periods of 7 days or more; the sales service fee is 0.3%.</p>\n<p>Risk disclosure: The Hong Kong Internet ETF passively tracks the CSI Hong Kong Stock Connect Internet Index. The index base date is December 30, 2016, and it was published on January 11, 2021. The composition of the index constituents is adjusted according to the index compilation rules. The index constituents mentioned are for illustrative purposes only; descriptions of individual stocks do not constitute any form of investment advice nor represent the holdings or trading trends of any fund managed by the fund manager. The fund manager assesses the fund's risk level as R4—medium to high risk, suitable for aggressive (C4) and above investors. Any information appearing in this article (including but not limited to individual stocks, commentary, forecasts, charts, indicators, theories, and any form of expression) is for reference only. Investors are responsible for any independent investment decisions. Furthermore, any views, analysis, or forecasts in this article do not constitute investment advice of any kind to readers, and no liability is assumed for any direct or indirect losses arising from the use of this content. The performance of other funds managed by the fund manager does not guarantee the performance of this fund. Past performance of the fund does not indicate its future results. Fund investment involves risks; caution is advised in fund investment.</p>\n<p>A MACD golden cross signal has formed, and these stocks are performing well!</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>China's AI Model Usage Outpaces US for Third Consecutive Week; TENCENT Leads Again, Alibaba's Qwen Unveils Major Upgrade; Huabao Fund's HK Internet ETF (513770) Rises Nearly 1%</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\">\nChina's AI Model Usage Outpaces US for Third Consecutive Week; TENCENT Leads Again, Alibaba's Qwen Unveils Major Upgrade; Huabao Fund's HK Internet ETF (513770) Rises Nearly 1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-05-19 10:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>In early trading on May 19, the AI sector in Hong Kong showed active performance, with most leading internet companies moving higher. As of the time of reporting, TENCENT and BABA-W rose approximately 2%, while Meituan-W and Kuaishou-W gained over 1%, with Xiaomi Group-W also following the upward trend. The core Hong Kong AI investment tool, the Huabao Hong Kong Internet ETF (513770), opened lower but climbed higher, with its on-exchange price rising over 1% at one point, currently up 0.99%.</p>\n<p>On the news front, calculations based on the latest data from OpenRouter show that the global total usage of large AI models last week (May 11 to May 17) reached 26.9 trillion tokens, an increase of 4.7% from the previous week, marking the fourth consecutive week of growth. Among the listed AI models, the weekly usage of Chinese AI models reached 7.693 trillion tokens, while the weekly usage of US AI models during the same period was 4.24 trillion tokens. The weekly usage of Chinese large models is now 1.81 times that of the US, surpassing the US for the third consecutive week and firmly holding the top global position. Furthermore, among the top three globally by usage volume, the top two are Chinese AI models: TENCENT's Hy3 preview and DeepSeek-V4-Flash.</p>\n<p>Additionally, Alibaba has announced that a \"significant new addition\" to its Alibaba Cloud Tongyi Qianwen model will debut at the Alibaba Cloud Summit on May 20. The new model features comprehensive upgrades in versatility, model capabilities, depth, and breadth.</p>\n<p>Dongwu Securities noted that the Hong Kong stock market is currently in a window of \"risk appetite recovery + improved fundamental expectations.\" The AI technology rally is expected to rotate from upstream hardware to midstream and downstream applications, with the Hong Kong market holding strong representation in internet platforms, AI applications, and ecosystem scenarios. Recent market consensus has shown signs of recovery, and EPS expectations for Hong Kong indices have begun to be revised upward. If subsequent profit recovery materializes gradually, it will help support further valuation recovery in Hong Kong stocks and boost market confidence in medium- to long-term capital inflows.</p>\n<p>To capture the opportunities of the 2026 AI commercialization year, focus on core Hong Kong AI investment tools. The Hong Kong Internet ETF (513770) and its feeder funds (Class A 017125; Class C 017126) passively track the CSI Hong Kong Stock Connect Internet Index. The top ten holdings include tech giants like BABA-W and TENCENT, as well as AI application companies across various sectors, highlighting significant leading advantages. The ETF offers intraday T+0 trading with good liquidity.</p>\n<p>For those bullish on Hong Kong tech but seeking to reduce volatility, consider the market's first—Hong Kong Large Cap 30 ETF (520560). It employs a \"tech + dividend\" barbell strategy, with heavy holdings in high-growth tech stocks like Alibaba, as well as stable, high-dividend sectors such as banking and insurance, making it an ideal long-term foundational holding for Hong Kong market exposure.</p>\n<p>A reminder: Recent market volatility may be significant, and short-term price movements do not predict future performance. Investors must make rational investment decisions based on their own financial situation and risk tolerance, paying close attention to position sizing and risk management.</p>\n<p>Data source: Shanghai and Shenzhen stock exchanges, etc.</p>\n<p>ETF fee-related notes: When subscribing for or redeeming fund units, subscription and redemption agents may charge a commission of up to 0.5%, which includes related fees charged by stock exchanges and registration institutions. Feeder fund fee-related notes: For the Huabao CSI Hong Kong Stock Connect Internet ETF Feeder Fund (Class A), the front-end subscription fee is CNY 1,000 per transaction for subscription amounts over CNY 2 million, 0.6% for amounts between CNY 1 million (inclusive) and CNY 2 million, and 1% for amounts below CNY 1 million. The redemption fee is 1.5% for holding periods under 7 days and 0% for holding periods of 7 days or more; no sales service fee is charged. For the Huabao CSI Hong Kong Stock Connect Internet ETF Feeder Fund (Class C), no subscription fee is charged; the redemption fee is 1.5% for holding periods under 7 days and 0% for holding periods of 7 days or more; the sales service fee is 0.3%.</p>\n<p>Risk disclosure: The Hong Kong Internet ETF passively tracks the CSI Hong Kong Stock Connect Internet Index. The index base date is December 30, 2016, and it was published on January 11, 2021. The composition of the index constituents is adjusted according to the index compilation rules. The index constituents mentioned are for illustrative purposes only; descriptions of individual stocks do not constitute any form of investment advice nor represent the holdings or trading trends of any fund managed by the fund manager. The fund manager assesses the fund's risk level as R4—medium to high risk, suitable for aggressive (C4) and above investors. Any information appearing in this article (including but not limited to individual stocks, commentary, forecasts, charts, indicators, theories, and any form of expression) is for reference only. Investors are responsible for any independent investment decisions. Furthermore, any views, analysis, or forecasts in this article do not constitute investment advice of any kind to readers, and no liability is assumed for any direct or indirect losses arising from the use of this content. The performance of other funds managed by the fund manager does not guarantee the performance of this fund. Past performance of the fund does not indicate its future results. Fund investment involves risks; caution is advised in fund investment.</p>\n<p>A MACD golden cross signal has formed, and these stocks are performing well!</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"513770":"港股互联网ETF华宝","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE0003851619.USD":"BNY MELLON ASIAN EQUITY \"B\" (USD) ACC","LU2251237306.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (USD) INC A","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1046421795.USD":"富达环球科技A-ACC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0310800965.SGD":"FTIF - 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As of the time of reporting, TENCENT and BABA-W rose approximately 2%, while Meituan-W and Kuaishou-W gained over 1%, with Xiaomi Group-W also following the upward trend. The core Hong Kong AI investment tool, the Huabao Hong Kong Internet ETF (513770), opened lower but climbed higher, with its on-exchange price rising over 1% at one point, currently up 0.99%.\nOn the news front, calculations based on the latest data from OpenRouter show that the global total usage of large AI models last week (May 11 to May 17) reached 26.9 trillion tokens, an increase of 4.7% from the previous week, marking the fourth consecutive week of growth. Among the listed AI models, the weekly usage of Chinese AI models reached 7.693 trillion tokens, while the weekly usage of US AI models during the same period was 4.24 trillion tokens. The weekly usage of Chinese large models is now 1.81 times that of the US, surpassing the US for the third consecutive week and firmly holding the top global position. Furthermore, among the top three globally by usage volume, the top two are Chinese AI models: TENCENT's Hy3 preview and DeepSeek-V4-Flash.\nAdditionally, Alibaba has announced that a \"significant new addition\" to its Alibaba Cloud Tongyi Qianwen model will debut at the Alibaba Cloud Summit on May 20. The new model features comprehensive upgrades in versatility, model capabilities, depth, and breadth.\nDongwu Securities noted that the Hong Kong stock market is currently in a window of \"risk appetite recovery + improved fundamental expectations.\" The AI technology rally is expected to rotate from upstream hardware to midstream and downstream applications, with the Hong Kong market holding strong representation in internet platforms, AI applications, and ecosystem scenarios. Recent market consensus has shown signs of recovery, and EPS expectations for Hong Kong indices have begun to be revised upward. If subsequent profit recovery materializes gradually, it will help support further valuation recovery in Hong Kong stocks and boost market confidence in medium- to long-term capital inflows.\nTo capture the opportunities of the 2026 AI commercialization year, focus on core Hong Kong AI investment tools. The Hong Kong Internet ETF (513770) and its feeder funds (Class A 017125; Class C 017126) passively track the CSI Hong Kong Stock Connect Internet Index. The top ten holdings include tech giants like BABA-W and TENCENT, as well as AI application companies across various sectors, highlighting significant leading advantages. The ETF offers intraday T+0 trading with good liquidity.\nFor those bullish on Hong Kong tech but seeking to reduce volatility, consider the market's first—Hong Kong Large Cap 30 ETF (520560). It employs a \"tech + dividend\" barbell strategy, with heavy holdings in high-growth tech stocks like Alibaba, as well as stable, high-dividend sectors such as banking and insurance, making it an ideal long-term foundational holding for Hong Kong market exposure.\nA reminder: Recent market volatility may be significant, and short-term price movements do not predict future performance. Investors must make rational investment decisions based on their own financial situation and risk tolerance, paying close attention to position sizing and risk management.\nData source: Shanghai and Shenzhen stock exchanges, etc.\nETF fee-related notes: When subscribing for or redeeming fund units, subscription and redemption agents may charge a commission of up to 0.5%, which includes related fees charged by stock exchanges and registration institutions. Feeder fund fee-related notes: For the Huabao CSI Hong Kong Stock Connect Internet ETF Feeder Fund (Class A), the front-end subscription fee is CNY 1,000 per transaction for subscription amounts over CNY 2 million, 0.6% for amounts between CNY 1 million (inclusive) and CNY 2 million, and 1% for amounts below CNY 1 million. The redemption fee is 1.5% for holding periods under 7 days and 0% for holding periods of 7 days or more; no sales service fee is charged. For the Huabao CSI Hong Kong Stock Connect Internet ETF Feeder Fund (Class C), no subscription fee is charged; the redemption fee is 1.5% for holding periods under 7 days and 0% for holding periods of 7 days or more; the sales service fee is 0.3%.\nRisk disclosure: The Hong Kong Internet ETF passively tracks the CSI Hong Kong Stock Connect Internet Index. The index base date is December 30, 2016, and it was published on January 11, 2021. The composition of the index constituents is adjusted according to the index compilation rules. The index constituents mentioned are for illustrative purposes only; descriptions of individual stocks do not constitute any form of investment advice nor represent the holdings or trading trends of any fund managed by the fund manager. The fund manager assesses the fund's risk level as R4—medium to high risk, suitable for aggressive (C4) and above investors. Any information appearing in this article (including but not limited to individual stocks, commentary, forecasts, charts, indicators, theories, and any form of expression) is for reference only. Investors are responsible for any independent investment decisions. Furthermore, any views, analysis, or forecasts in this article do not constitute investment advice of any kind to readers, and no liability is assumed for any direct or indirect losses arising from the use of this content. The performance of other funds managed by the fund manager does not guarantee the performance of this fund. Past performance of the fund does not indicate its future results. Fund investment involves risks; caution is advised in fund investment.\nA MACD golden cross signal has formed, and these stocks are performing well!","news_type":1,"symbols_score_info":{"513770":1,"09988":1,"KBAB":1,"BABA":1,"HTCD.SI":1,"BBYY":1,"BABO":1,"BABU":1,"00700":1,"BABW":1,"BABX":1,"TCEHY":1}},"isVote":1,"tweetType":1,"viewCount":1932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":565380416287016,"gmtCreate":1779065434677,"gmtModify":1779068272450,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/XOM 20260618 150.0 CALL\">$XOM 20260618 150.0 CALL$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/XOM 20260618 150.0 CALL\">$XOM 20260618 150.0 CALL$ </a>&nbsp;","text":"$XOM 20260618 150.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/58ab04cf93f95f24ae18c2f8736d0301","width":"898","height":"1485"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/565380416287016","isVote":1,"tweetType":1,"viewCount":1498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":565379662193824,"gmtCreate":1779065386114,"gmtModify":1779068268824,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/XOM 20260618 150.0 CALL\">$XOM 20260618 150.0 CALL$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/XOM 20260618 150.0 CALL\">$XOM 20260618 150.0 CALL$ </a>&nbsp;","text":"$XOM 20260618 150.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/189abc4d93bc3bab76b3472ac58beeee","width":"898","height":"1485"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/565379662193824","isVote":1,"tweetType":1,"viewCount":1182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":564164229402808,"gmtCreate":1778768505887,"gmtModify":1778768508389,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/OPT/TQQQ 20260515 45.0 PUT\">$TQQQ 20260515 45.0 PUT$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/TQQQ 20260515 45.0 PUT\">$TQQQ 20260515 45.0 PUT$ </a>&nbsp;","text":"$TQQQ 20260515 45.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/6eff60bb61837b53b9d02e671e25c4fd","width":"898","height":"1485"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/564164229402808","isVote":1,"tweetType":1,"viewCount":1626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":560623939101304,"gmtCreate":1777902871931,"gmtModify":1777902875586,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"title":"","htmlText":"Google investment&nbsp;","listText":"Google investment&nbsp;","text":"Google investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/560623939101304","repostId":"2632759316","repostType":2,"repost":{"id":"2632759316","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":1777879800,"share":"https://ttm.financial/m/news/2632759316?lang=en_US&edition=fundamental","pubTime":"2026-05-04 15:30","market":"us","language":"en","title":"Google Is Now a Glorified Venture-Capital Fund Thanks to Its SpaceX and Anthropic Stakes","url":"https://stock-news.laohu8.com/highlight/detail?id=2632759316","media":"Dow Jones","summary":"Google’s early investments in SpaceX and Anthropic look like some of the ‘most successful venture bets any public company has ever made,’ one expert says.","content":"<html><head></head><body><p style=\"text-align: start;\">Google’s first-quarter earnings report reflected its position as an artificial-intelligence winner — and as a savvy investor.</p><p style=\"text-align: start;\">The tech giant reported net income of $62.6 billion for the March quarter, up about 81% from a year ago. More than half of that — $36.9 billion — came from unrealized gains on equity positions. And of those, SpaceX and Anthropic were likely the overwhelming contributors.</p><p>SpaceX and Anthropic are both reportedly heading for initial public offerings as soon as this year, and their private-market values have surged in the lead-up to those potential deals. The company’s high-profile investments in these AI startups are separate from GV, an actual venture-capital entity that’s affiliated with Alphabet but run independently of the company.</p><p>While SpaceX’s most recent valuation has passed the trillion-dollar mark, according to PitchBook, the company is reportedly planning a fresh round that could send its valuation to $2 trillion. That would make it one of the most valuable companies in the U.S. by market capitalization on debut. Meanwhile, Anthropic is currently valued at $380 billion, though Bloomberg reported it is looking at a raise that could bump that number to $900 billion.</p><p style=\"text-align: start;\">SpaceX and Anthropic didn’t respond to MarketWatch’s requests for comment.</p><p style=\"text-align: start;\">Should both companies go public, Google will have made some of the “most successful venture bets any public company has ever made,” David Bader, a data-science professor at the New Jersey Institute of Technology, told MarketWatch.</p><p style=\"text-align: start;\">Granted, Google’s gains related to the skyrocketing AI startup valuations are only on paper. The company would have to sell its positions to turn them into actual cash. But despite the accounting treatment of it all, Bader sees Alphabet’s stakes as “real value.”</p><p style=\"text-align: start;\">Google invested $1 billion into Elon Musk’s space startup with financial-services firm Fidelity in 2015, and at the time, the 10% ownership stake was estimated to be worth $10 billion.</p><p style=\"text-align: start;\">Now Google’s SpaceX stake stands at about 6.1%, according to a report that the company filed with Alaska’s Commerce Department a few weeks ago. That means that if SpaceX were to command a $2 trillion valuation, Google’s stake in SpaceX might be worth about $122 billion, though it remains to be seen if the stake is further diluted by new share issuance.</p><p>Meanwhile, Google confirmed late last month that it would invest up to $40 billion into Anthropic. Under the deal, which Bloomberg had first reported, Google plans to invest $10 billion at the company’s current $380 billion valuation, while the remaining $30 billion would be contingent on Anthropic reaching certain performance milestones.</p><p style=\"text-align: start;\">Before that, Google had poured more than $3 billion into the OpenAI rival since 2023. The tech giant has a 14% stake in Anthropic that cannot surpass 15%, the New York Times reported last year, citing filings it had obtained.</p><p style=\"text-align: start;\">“They really made smart investments in companies that have a deep meaning for Google,” Bader said.</p><p style=\"text-align: start;\">For one, Anthropic is a major customer of Google’s custom chips, which are emerging as a revenue driver for the tech giant. In April, Anthropic said it had inked a new deal with Google and Broadcom “for multiple gigawatts of” tensor processing units that are expected to come online next year. Google and Broadcom have co-developed the chips for more than a decade.</p><p style=\"text-align: start;\">Amazon.com has also invested billions into Anthropic, and the AI startup uses its Trainium chips to train and power its Claude models. Last month, Amazonexpanded its investment by $5 billionand said it plans to invest another $20 billion in the future.</p><p style=\"text-align: start;\">In the first quarter, Amazon’s net income rose 77% from the previous year to $30.3 billion. That included pre-tax gains of $16.8 billion in non-operating income tied to its investments in Anthropic, the company said.</p><p>Meanwhile, SpaceX’s focus on putting data centers in space could benefit Google in the future as agentic AI and the next era of physical AI continue to drive demand for massive amounts of compute. The investment in SpaceX also gives the tech giant a foothold in satellite internet, Bader said.</p><p style=\"text-align: start;\">“When SpaceX has its IPO, Google would likely hold on to its share, which is much more valuable than a huge cash payout,” he said.</p><p style=\"text-align: start;\">Getting in early with SpaceX and Anthropic “is a rare accomplishment,” Michael Ewens, a finance professor at Columbia Business School, told MarketWatch.</p><p style=\"text-align: start;\">Google’s income statement reflects how valuable SpaceX and Anthropic are getting, Ewens said. The companies might not see such extreme increases in their valuations once they go public.</p><p style=\"text-align: start;\">Still, the relationships will remain strategically valuable for Google. For one, Anthropic’s use of TPUs could attract more chip customers for Google, Ewens said. And if SpaceX eventually does put data centers into space, Google could lead the queue of customers looking to use them.</p><p style=\"text-align: start;\">While Anthropic or SpaceX could become volatile stocks once public, Ewens said he doesn’t see much financial risk for Google since the company has massive earnings from operational parts of its business. But there are strategic risks.</p><p style=\"text-align: start;\">For example, if Anthropic is unable to successfully utilize Google’s TPUs down the line, that would be a bad sign for the product, he said.</p><p style=\"text-align: start;\">If SpaceX and Anthropic do become publicly traded companies, Bader said Google’s profit numbers could be volatile as they’d reflect the accounting treatment of stock prices, not the underlying health of Google’s business.</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>Google Is Now a Glorified Venture-Capital Fund Thanks to Its SpaceX and Anthropic Stakes</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\">\nGoogle Is Now a Glorified Venture-Capital Fund Thanks to Its SpaceX and Anthropic Stakes\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\">2026-05-04 15:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Google’s first-quarter earnings report reflected its position as an artificial-intelligence winner — and as a savvy investor.</p><p style=\"text-align: start;\">The tech giant reported net income of $62.6 billion for the March quarter, up about 81% from a year ago. More than half of that — $36.9 billion — came from unrealized gains on equity positions. And of those, SpaceX and Anthropic were likely the overwhelming contributors.</p><p>SpaceX and Anthropic are both reportedly heading for initial public offerings as soon as this year, and their private-market values have surged in the lead-up to those potential deals. The company’s high-profile investments in these AI startups are separate from GV, an actual venture-capital entity that’s affiliated with Alphabet but run independently of the company.</p><p>While SpaceX’s most recent valuation has passed the trillion-dollar mark, according to PitchBook, the company is reportedly planning a fresh round that could send its valuation to $2 trillion. That would make it one of the most valuable companies in the U.S. by market capitalization on debut. Meanwhile, Anthropic is currently valued at $380 billion, though Bloomberg reported it is looking at a raise that could bump that number to $900 billion.</p><p style=\"text-align: start;\">SpaceX and Anthropic didn’t respond to MarketWatch’s requests for comment.</p><p style=\"text-align: start;\">Should both companies go public, Google will have made some of the “most successful venture bets any public company has ever made,” David Bader, a data-science professor at the New Jersey Institute of Technology, told MarketWatch.</p><p style=\"text-align: start;\">Granted, Google’s gains related to the skyrocketing AI startup valuations are only on paper. The company would have to sell its positions to turn them into actual cash. But despite the accounting treatment of it all, Bader sees Alphabet’s stakes as “real value.”</p><p style=\"text-align: start;\">Google invested $1 billion into Elon Musk’s space startup with financial-services firm Fidelity in 2015, and at the time, the 10% ownership stake was estimated to be worth $10 billion.</p><p style=\"text-align: start;\">Now Google’s SpaceX stake stands at about 6.1%, according to a report that the company filed with Alaska’s Commerce Department a few weeks ago. That means that if SpaceX were to command a $2 trillion valuation, Google’s stake in SpaceX might be worth about $122 billion, though it remains to be seen if the stake is further diluted by new share issuance.</p><p>Meanwhile, Google confirmed late last month that it would invest up to $40 billion into Anthropic. Under the deal, which Bloomberg had first reported, Google plans to invest $10 billion at the company’s current $380 billion valuation, while the remaining $30 billion would be contingent on Anthropic reaching certain performance milestones.</p><p style=\"text-align: start;\">Before that, Google had poured more than $3 billion into the OpenAI rival since 2023. The tech giant has a 14% stake in Anthropic that cannot surpass 15%, the New York Times reported last year, citing filings it had obtained.</p><p style=\"text-align: start;\">“They really made smart investments in companies that have a deep meaning for Google,” Bader said.</p><p style=\"text-align: start;\">For one, Anthropic is a major customer of Google’s custom chips, which are emerging as a revenue driver for the tech giant. In April, Anthropic said it had inked a new deal with Google and Broadcom “for multiple gigawatts of” tensor processing units that are expected to come online next year. Google and Broadcom have co-developed the chips for more than a decade.</p><p style=\"text-align: start;\">Amazon.com has also invested billions into Anthropic, and the AI startup uses its Trainium chips to train and power its Claude models. Last month, Amazonexpanded its investment by $5 billionand said it plans to invest another $20 billion in the future.</p><p style=\"text-align: start;\">In the first quarter, Amazon’s net income rose 77% from the previous year to $30.3 billion. That included pre-tax gains of $16.8 billion in non-operating income tied to its investments in Anthropic, the company said.</p><p>Meanwhile, SpaceX’s focus on putting data centers in space could benefit Google in the future as agentic AI and the next era of physical AI continue to drive demand for massive amounts of compute. The investment in SpaceX also gives the tech giant a foothold in satellite internet, Bader said.</p><p style=\"text-align: start;\">“When SpaceX has its IPO, Google would likely hold on to its share, which is much more valuable than a huge cash payout,” he said.</p><p style=\"text-align: start;\">Getting in early with SpaceX and Anthropic “is a rare accomplishment,” Michael Ewens, a finance professor at Columbia Business School, told MarketWatch.</p><p style=\"text-align: start;\">Google’s income statement reflects how valuable SpaceX and Anthropic are getting, Ewens said. The companies might not see such extreme increases in their valuations once they go public.</p><p style=\"text-align: start;\">Still, the relationships will remain strategically valuable for Google. For one, Anthropic’s use of TPUs could attract more chip customers for Google, Ewens said. And if SpaceX eventually does put data centers into space, Google could lead the queue of customers looking to use them.</p><p style=\"text-align: start;\">While Anthropic or SpaceX could become volatile stocks once public, Ewens said he doesn’t see much financial risk for Google since the company has massive earnings from operational parts of its business. But there are strategic risks.</p><p style=\"text-align: start;\">For example, if Anthropic is unable to successfully utilize Google’s TPUs down the line, that would be a bad sign for the product, he said.</p><p style=\"text-align: start;\">If SpaceX and Anthropic do become publicly traded companies, Bader said Google’s profit numbers could be volatile as they’d reflect the accounting treatment of stock prices, not the underlying health of Google’s business.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2041044095.USD":"Blackrock Circular Economy A2 USD","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","BK4592":"伊斯兰概念","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","LU1803068623.USD":"TEMPLETON GLOBAL CLIMATE CHANGE \"AH1\" (USDHDG) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","BK4548":"巴美列捷福持仓","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","IE00B19Z3581.USD":"Legg Mason ClearBridge - 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More than half of that — $36.9 billion — came from unrealized gains on equity positions. And of those, SpaceX and Anthropic were likely the overwhelming contributors.SpaceX and Anthropic are both reportedly heading for initial public offerings as soon as this year, and their private-market values have surged in the lead-up to those potential deals. The company’s high-profile investments in these AI startups are separate from GV, an actual venture-capital entity that’s affiliated with Alphabet but run independently of the company.While SpaceX’s most recent valuation has passed the trillion-dollar mark, according to PitchBook, the company is reportedly planning a fresh round that could send its valuation to $2 trillion. That would make it one of the most valuable companies in the U.S. by market capitalization on debut. Meanwhile, Anthropic is currently valued at $380 billion, though Bloomberg reported it is looking at a raise that could bump that number to $900 billion.SpaceX and Anthropic didn’t respond to MarketWatch’s requests for comment.Should both companies go public, Google will have made some of the “most successful venture bets any public company has ever made,” David Bader, a data-science professor at the New Jersey Institute of Technology, told MarketWatch.Granted, Google’s gains related to the skyrocketing AI startup valuations are only on paper. The company would have to sell its positions to turn them into actual cash. But despite the accounting treatment of it all, Bader sees Alphabet’s stakes as “real value.”Google invested $1 billion into Elon Musk’s space startup with financial-services firm Fidelity in 2015, and at the time, the 10% ownership stake was estimated to be worth $10 billion.Now Google’s SpaceX stake stands at about 6.1%, according to a report that the company filed with Alaska’s Commerce Department a few weeks ago. That means that if SpaceX were to command a $2 trillion valuation, Google’s stake in SpaceX might be worth about $122 billion, though it remains to be seen if the stake is further diluted by new share issuance.Meanwhile, Google confirmed late last month that it would invest up to $40 billion into Anthropic. Under the deal, which Bloomberg had first reported, Google plans to invest $10 billion at the company’s current $380 billion valuation, while the remaining $30 billion would be contingent on Anthropic reaching certain performance milestones.Before that, Google had poured more than $3 billion into the OpenAI rival since 2023. The tech giant has a 14% stake in Anthropic that cannot surpass 15%, the New York Times reported last year, citing filings it had obtained.“They really made smart investments in companies that have a deep meaning for Google,” Bader said.For one, Anthropic is a major customer of Google’s custom chips, which are emerging as a revenue driver for the tech giant. In April, Anthropic said it had inked a new deal with Google and Broadcom “for multiple gigawatts of” tensor processing units that are expected to come online next year. Google and Broadcom have co-developed the chips for more than a decade.Amazon.com has also invested billions into Anthropic, and the AI startup uses its Trainium chips to train and power its Claude models. Last month, Amazonexpanded its investment by $5 billionand said it plans to invest another $20 billion in the future.In the first quarter, Amazon’s net income rose 77% from the previous year to $30.3 billion. That included pre-tax gains of $16.8 billion in non-operating income tied to its investments in Anthropic, the company said.Meanwhile, SpaceX’s focus on putting data centers in space could benefit Google in the future as agentic AI and the next era of physical AI continue to drive demand for massive amounts of compute. The investment in SpaceX also gives the tech giant a foothold in satellite internet, Bader said.“When SpaceX has its IPO, Google would likely hold on to its share, which is much more valuable than a huge cash payout,” he said.Getting in early with SpaceX and Anthropic “is a rare accomplishment,” Michael Ewens, a finance professor at Columbia Business School, told MarketWatch.Google’s income statement reflects how valuable SpaceX and Anthropic are getting, Ewens said. The companies might not see such extreme increases in their valuations once they go public.Still, the relationships will remain strategically valuable for Google. For one, Anthropic’s use of TPUs could attract more chip customers for Google, Ewens said. And if SpaceX eventually does put data centers into space, Google could lead the queue of customers looking to use them.While Anthropic or SpaceX could become volatile stocks once public, Ewens said he doesn’t see much financial risk for Google since the company has massive earnings from operational parts of its business. But there are strategic risks.For example, if Anthropic is unable to successfully utilize Google’s TPUs down the line, that would be a bad sign for the product, he said.If SpaceX and Anthropic do become publicly traded companies, Bader said Google’s profit numbers could be volatile as they’d reflect the accounting treatment of stock prices, not the underlying health of Google’s business.","news_type":1,"symbols_score_info":{"GOOP":0.6,"GOOW":0.6,"GOOGL":1.97,"GOU":0.6,"GGLL":0.6,"GOOY":0.6,"GOOX":0.6,"GGLS":0.6,"GOOG":2}},"isVote":1,"tweetType":1,"viewCount":1552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":557998990959304,"gmtCreate":1777261934548,"gmtModify":1777261938277,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"title":"","htmlText":"Sgp listed food companies&nbsp;","listText":"Sgp listed food companies&nbsp;","text":"Sgp listed food companies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/557998990959304","repostId":"1118423506","repostType":2,"repost":{"id":"1118423506","kind":"news","weMediaInfo":{"introduction":"Go Trading Go","home_visible":1,"media_name":"Trading Random","id":"1081967000","head_image":"https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544"},"pubTimestamp":1777256344,"share":"https://ttm.financial/m/news/1118423506?lang=en_US&edition=fundamental","pubTime":"2026-04-27 10:19","market":"sg","language":"en","title":"Coffee Price Increases Signal Potential Gains for Three Singapore Food Companies","url":"https://stock-news.laohu8.com/highlight/detail?id=1118423506","media":"Trading Random","summary":"Your daily coffee has become more expensive.This isn't about upscale specialty cafes.Instead, numerous neighborhood coffee shops are increasing their prices by S$0.10 to S$0.30 per cup.These coffee...","content":"<html><head></head><body><p>Your daily coffee has become more expensive.</p><p>This isn&#39;t about upscale specialty cafes.</p><p>Instead, numerous neighborhood coffee shops are increasing their prices by S$0.10 to S$0.30 per cup.</p><p>These coffee price hikes could be an early indicator of potential changes across the wider food industry.</p><p>It is important to understand the implications for other food businesses, even those not related to caffeine.</p><h2 id=\"id_1728510870\"><a href=\"https://laohu8.com/S/1D0.SI\">Kimly Limited</a> – A Focused Operator of Heartland Coffee Shops</h2><p>Investors are watching to see if Kimly will follow the trend of raising food prices, given its extensive network of 89 food outlets and 195 food retail establishments.</p><p>This is a valid consideration, not only for cost-conscious consumers but also for companies like Kimly that must protect profit margins against increasing expenses in a challenging geopolitical climate.</p><p>For the fiscal year ended 30 September 2025, Kimly reported a slight revenue increase of 0.9% to S$322.1 million, with net profit growing modestly by 0.4% to S$33.3 million, indicating a mature local food market.</p><p>Despite slow growth, this established neighborhood food provider has sustained a cash-positive operation since 2021.</p><p>A key strategy involves purchasing its own coffee shop properties in well-established areas like Serangoon and Yishun, which have high customer traffic to support long-term business expansion.</p><p>These initiatives help Kimly stabilize its operations against fluctuating rental costs and enable it to distribute a total dividend of S$0.02 per share for FY2025, consistent with the previous year.</p><h2 id=\"id_4194570722\"><a href=\"https://laohu8.com/S/5ML.SI\">Old Chang Kee</a> – Investing in a Resilient Heritage Brand</h2><p>When Old Chang Kee began as a small coffee shop selling curry puffs in 1956, few could have predicted its recognition as one of the world&#39;s top 20 fast-food chains in 2012.</p><p>This success highlights the enduring appeal of a heritage-focused business, which has cultivated loyalty across multiple generations.</p><p>For the first half of the fiscal year ending 31 March 2026, Old Chang Kee&#39;s revenue saw a minimal increase of 0.2% to S$51.9 million, reflecting uneven performance across its locations.</p><p>The company maintains a high-margin business, with a gross margin of 69.3% for 1HFY2026, though gross profit dipped slightly by 0.1% to S$36.0 million due to rising ingredient and labor costs.</p><p>Increased operating expenses from depreciation and wages led to a 19.3% decline in 1HFY2026 net profit to S$5.0 million.</p><p>Nevertheless, Old Chang Kee concluded the half-year with a strong cash position of S$53.7 million and negligible debt, allowing it to pay a stable dividend of S$0.01 per share.</p><p>The firm is expanding into business-to-business sectors and strengthening its presence in high-value locations.</p><p>For investors, Old Chang Kee represents a defensive investment in a proven heritage brand that delivers consistent returns.</p><h2 id=\"id_217373987\"><a href=\"https://laohu8.com/S/F03.SI\">Food Empire Holdings</a> – A Leader in Instant Coffee</h2><p>Food Empire specializes in producing instant coffee products, marketed under its acclaimed brands CafePHO and MacCoffee.</p><p>If rising food costs lead consumers to shift from eating out to cooking at home, Food Empire is well-positioned to capitalize on this change.</p><p>In 2025, the company&#39;s revenue jumped 21% to US$576.9 million, boosting normalized net profit after tax by 37% to US$68.6 million, driven by growth across all key business areas.</p><p>Notably, these strong results were achieved despite price increases, underscoring the company&#39;s pricing strength.</p><p>Following this impressive performance, Food Empire&#39;s 2025 dividend rose to S$0.12 per share, a 50% increase from 2024 and a record high.</p><p>The company is actively expanding its production capacity to fuel organic growth.</p><p>For instance, a second spray-dried soluble coffee plant in India, scheduled for completion in 2027, is expected to boost output by approximately 60%.</p><p>Beyond organic expansion, Food Empire raised S$41.8 million through share placements and institutional investments to finance growth initiatives and potential acquisitions.</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>Coffee Price Increases Signal Potential Gains for Three Singapore Food Companies</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\">\nCoffee Price Increases Signal Potential Gains for Three Singapore Food Companies\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1081967000\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Trading Random </p>\n<p class=\"h-time\">2026-04-27 10:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Your daily coffee has become more expensive.</p><p>This isn&#39;t about upscale specialty cafes.</p><p>Instead, numerous neighborhood coffee shops are increasing their prices by S$0.10 to S$0.30 per cup.</p><p>These coffee price hikes could be an early indicator of potential changes across the wider food industry.</p><p>It is important to understand the implications for other food businesses, even those not related to caffeine.</p><h2 id=\"id_1728510870\"><a href=\"https://laohu8.com/S/1D0.SI\">Kimly Limited</a> – A Focused Operator of Heartland Coffee Shops</h2><p>Investors are watching to see if Kimly will follow the trend of raising food prices, given its extensive network of 89 food outlets and 195 food retail establishments.</p><p>This is a valid consideration, not only for cost-conscious consumers but also for companies like Kimly that must protect profit margins against increasing expenses in a challenging geopolitical climate.</p><p>For the fiscal year ended 30 September 2025, Kimly reported a slight revenue increase of 0.9% to S$322.1 million, with net profit growing modestly by 0.4% to S$33.3 million, indicating a mature local food market.</p><p>Despite slow growth, this established neighborhood food provider has sustained a cash-positive operation since 2021.</p><p>A key strategy involves purchasing its own coffee shop properties in well-established areas like Serangoon and Yishun, which have high customer traffic to support long-term business expansion.</p><p>These initiatives help Kimly stabilize its operations against fluctuating rental costs and enable it to distribute a total dividend of S$0.02 per share for FY2025, consistent with the previous year.</p><h2 id=\"id_4194570722\"><a href=\"https://laohu8.com/S/5ML.SI\">Old Chang Kee</a> – Investing in a Resilient Heritage Brand</h2><p>When Old Chang Kee began as a small coffee shop selling curry puffs in 1956, few could have predicted its recognition as one of the world&#39;s top 20 fast-food chains in 2012.</p><p>This success highlights the enduring appeal of a heritage-focused business, which has cultivated loyalty across multiple generations.</p><p>For the first half of the fiscal year ending 31 March 2026, Old Chang Kee&#39;s revenue saw a minimal increase of 0.2% to S$51.9 million, reflecting uneven performance across its locations.</p><p>The company maintains a high-margin business, with a gross margin of 69.3% for 1HFY2026, though gross profit dipped slightly by 0.1% to S$36.0 million due to rising ingredient and labor costs.</p><p>Increased operating expenses from depreciation and wages led to a 19.3% decline in 1HFY2026 net profit to S$5.0 million.</p><p>Nevertheless, Old Chang Kee concluded the half-year with a strong cash position of S$53.7 million and negligible debt, allowing it to pay a stable dividend of S$0.01 per share.</p><p>The firm is expanding into business-to-business sectors and strengthening its presence in high-value locations.</p><p>For investors, Old Chang Kee represents a defensive investment in a proven heritage brand that delivers consistent returns.</p><h2 id=\"id_217373987\"><a href=\"https://laohu8.com/S/F03.SI\">Food Empire Holdings</a> – A Leader in Instant Coffee</h2><p>Food Empire specializes in producing instant coffee products, marketed under its acclaimed brands CafePHO and MacCoffee.</p><p>If rising food costs lead consumers to shift from eating out to cooking at home, Food Empire is well-positioned to capitalize on this change.</p><p>In 2025, the company&#39;s revenue jumped 21% to US$576.9 million, boosting normalized net profit after tax by 37% to US$68.6 million, driven by growth across all key business areas.</p><p>Notably, these strong results were achieved despite price increases, underscoring the company&#39;s pricing strength.</p><p>Following this impressive performance, Food Empire&#39;s 2025 dividend rose to S$0.12 per share, a 50% increase from 2024 and a record high.</p><p>The company is actively expanding its production capacity to fuel organic growth.</p><p>For instance, a second spray-dried soluble coffee plant in India, scheduled for completion in 2027, is expected to boost output by approximately 60%.</p><p>Beyond organic expansion, Food Empire raised S$41.8 million through share placements and institutional investments to finance growth initiatives and potential acquisitions.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F03.SI":"富旺朝","5ML.SI":"老曾记","1D0.SI":"金味有限公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118423506","content_text":"Your daily coffee has become more expensive.This isn't about upscale specialty cafes.Instead, numerous neighborhood coffee shops are increasing their prices by S$0.10 to S$0.30 per cup.These coffee price hikes could be an early indicator of potential changes across the wider food industry.It is important to understand the implications for other food businesses, even those not related to caffeine.Kimly Limited – A Focused Operator of Heartland Coffee ShopsInvestors are watching to see if Kimly will follow the trend of raising food prices, given its extensive network of 89 food outlets and 195 food retail establishments.This is a valid consideration, not only for cost-conscious consumers but also for companies like Kimly that must protect profit margins against increasing expenses in a challenging geopolitical climate.For the fiscal year ended 30 September 2025, Kimly reported a slight revenue increase of 0.9% to S$322.1 million, with net profit growing modestly by 0.4% to S$33.3 million, indicating a mature local food market.Despite slow growth, this established neighborhood food provider has sustained a cash-positive operation since 2021.A key strategy involves purchasing its own coffee shop properties in well-established areas like Serangoon and Yishun, which have high customer traffic to support long-term business expansion.These initiatives help Kimly stabilize its operations against fluctuating rental costs and enable it to distribute a total dividend of S$0.02 per share for FY2025, consistent with the previous year.Old Chang Kee – Investing in a Resilient Heritage BrandWhen Old Chang Kee began as a small coffee shop selling curry puffs in 1956, few could have predicted its recognition as one of the world's top 20 fast-food chains in 2012.This success highlights the enduring appeal of a heritage-focused business, which has cultivated loyalty across multiple generations.For the first half of the fiscal year ending 31 March 2026, Old Chang Kee's revenue saw a minimal increase of 0.2% to S$51.9 million, reflecting uneven performance across its locations.The company maintains a high-margin business, with a gross margin of 69.3% for 1HFY2026, though gross profit dipped slightly by 0.1% to S$36.0 million due to rising ingredient and labor costs.Increased operating expenses from depreciation and wages led to a 19.3% decline in 1HFY2026 net profit to S$5.0 million.Nevertheless, Old Chang Kee concluded the half-year with a strong cash position of S$53.7 million and negligible debt, allowing it to pay a stable dividend of S$0.01 per share.The firm is expanding into business-to-business sectors and strengthening its presence in high-value locations.For investors, Old Chang Kee represents a defensive investment in a proven heritage brand that delivers consistent returns.Food Empire Holdings – A Leader in Instant CoffeeFood Empire specializes in producing instant coffee products, marketed under its acclaimed brands CafePHO and MacCoffee.If rising food costs lead consumers to shift from eating out to cooking at home, Food Empire is well-positioned to capitalize on this change.In 2025, the company's revenue jumped 21% to US$576.9 million, boosting normalized net profit after tax by 37% to US$68.6 million, driven by growth across all key business areas.Notably, these strong results were achieved despite price increases, underscoring the company's pricing strength.Following this impressive performance, Food Empire's 2025 dividend rose to S$0.12 per share, a 50% increase from 2024 and a record high.The company is actively expanding its production capacity to fuel organic growth.For instance, a second spray-dried soluble coffee plant in India, scheduled for completion in 2027, is expected to boost output by approximately 60%.Beyond organic expansion, Food Empire raised S$41.8 million through share placements and institutional investments to finance growth initiatives and potential acquisitions.","news_type":1,"symbols_score_info":{"F03.SI":2,"1D0.SI":2,"5ML.SI":2}},"isVote":1,"tweetType":1,"viewCount":1436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":557700270801936,"gmtCreate":1777189006735,"gmtModify":1777190556924,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"title":"","htmlText":"Amz results trade prediction&nbsp;","listText":"Amz results trade prediction&nbsp;","text":"Amz results trade prediction","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/557700270801936","repostId":"1108892381","repostType":2,"repost":{"id":"1108892381","kind":"news","weMediaInfo":{"introduction":"Focus on earnings forecast and in-depth analysis","home_visible":1,"media_name":"Earnings Agent","id":"1025659746","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1776849000,"share":"https://ttm.financial/m/news/1108892381?lang=en_US&edition=fundamental","pubTime":"2026-04-22 17:10","market":"us","language":"en","title":"Earning Preview: Amazon Q1 Revenue Is Expected to Increase by 14.33%, and Institutional Views Are Bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1108892381","media":"Earnings Agent","summary":"Abstract$Amazon(AMZN)$ will release first-quarter 2026 results after hours on April 29, 2026, and this preview distills consensus expectations, segment dynamics, and the key debates shaping near-term...","content":"<html><head></head><body><h2 id=\"id_2851167565\" style=\"text-align: start;\">Abstract</h2><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> will release first-quarter 2026 results after hours on April 29, 2026, and this preview distills consensus expectations, segment dynamics, and the key debates shaping near-term earnings and guidance.</p><h2 id=\"id_3419684757\" style=\"text-align: start;\">Market Forecast</h2><p>Consensus expects Amazon to post revenue of 177.26 billion US dollars for the March quarter, up 14.33% year over year, with adjusted EPS of 1.63, up 19.81% year over year; EBIT is projected at 20.93 billion US dollars, up 19.72% year over year. Mainline commerce and retail services are expected to benefit from operational efficiency and higher third-party activity, while the advertising business continues to expand its role in the profit mix; AWS remains the central swing factor for both growth and margins this quarter. AWS is the most promising segment heading into the print: the unit generated 35.58 billion US dollars last quarter and is positioned for continued double-digit expansion on secular demand for AI infrastructure.</p><h2 id=\"id_2592305422\" style=\"text-align: start;\">Last Quarter Review</h2><p>Amazon reported fourth-quarter 2025 revenue of 213.39 billion US dollars, a gross profit margin of 48.47%, GAAP net profit attributable to shareholders of 21.19 billion US dollars, a net profit margin of 9.93%, and adjusted EPS of 1.95, up 4.84% year over year. A notable financial highlight was EBIT of 24.98 billion US dollars, up 17.80% year over year, with revenue exceeding consensus by 2.05 billion US dollars. From a business-mix perspective, the quarter’s revenue composition was led by Online stores at 82.99 billion US dollars, Third-party seller services at 52.82 billion US dollars, AWS at 35.58 billion US dollars, Advertising services at 21.32 billion US dollars, Subscription services at 13.12 billion US dollars, Physical stores at 5.86 billion US dollars, and Other at 1.71 billion US dollars, collectively supporting 13.63% year-over-year top-line growth.</p><h2 id=\"id_1967248556\" style=\"text-align: start;\">Current Quarter Outlook</h2><h3 id=\"id_2599120002\" style=\"text-align: start;\">Core Commerce and Retail Services</h3><p>Consensus assumes the retail complex will deliver healthy double-digit growth, with the balance of contributions shifting toward higher-margin third-party seller services and advertising tied to the retail media platform. The fulfillment and logistics footprint continues to compound efficiency gains made over the past year, which should help contain unit-level costs through the post-holiday normalization period in the March quarter. In addition, the blend of first-party and third-party volume matters for gross margin and operating leverage; a richer mix of third-party services typically supports profitability because fees and ancillary services carry structurally higher margins than first-party product sales. Customer engagement through Prime offerings remains a backbone for conversion and frequency, and incremental features in health, pharmacy, and media can reinforce the ecosystem and increase lifetime value. Management’s discipline around expense control, coupled with automation in sort centers and delivery routes, can further protect margin as volume steps down seasonally from holiday levels while maintaining a path toward year-over-year expansion in operating income.</p><h3 id=\"id_1978878047\" style=\"text-align: start;\">AWS and Generative AI</h3><p>AWS is the pivotal driver for both sentiment and valuation into this report, and it remains the primary candidate for upside to consensus if deal activity and workloads tied to generative AI translate into recognized revenue at a faster clip. The unit’s last-quarter revenue base of 35.58 billion US dollars underscores the scale from which even small percentage accelerations can yield substantial absolute-dollar contributions to operating profit. Recent developments around expanding AI model partnerships and customer deployments point to sustained demand for training and inference capacity, supporting a multi-quarter cycle of higher compute intensity and capacity additions. The broader AI stack—spanning homegrown silicon, networking, and software services—creates a pathway to both performance gains and potential cost efficiencies, though depreciation and amortization from new capacity will remain a headwind to near-term operating margins. The pace of large-language-model adoption and the timing of project ramps across enterprise customers will be crucial for determining whether AWS margin trends can expand alongside growth or instead stay flattish while the platform absorbs elevated capital intensity.</p><h3 id=\"id_3348827606\" style=\"text-align: start;\">Stock-price Drivers This Quarter</h3><p>Three factors are most likely to move the stock around this print: the trajectory of AWS growth and margins, the magnitude and mix of retail and advertising profitability, and the tone of management’s guidance for the June quarter. An upside surprise from AWS—via higher-than-modeled usage, faster realization of AI contracts, or better unit economics—would have an outsized impact on earnings power given AWS’s leverage on consolidated operating income. On the retail side, a stronger mix of third-party services and ad monetization can offset seasonal normalization in first-party volume, with improvements in routing, automation, and inventory turns helping gross margin resilience; any evidence that these efficiencies are sustainable will support a higher-quality earnings profile. Finally, even with consensus modeling revenue growth of 14.33% year over year for the March quarter, the market will quickly look through to forward period commentary; clarity around capital allocation, capacity additions for AI-related infrastructure, and visibility into consumer demand elasticity will shape multiple and estimate revisions.</p><h2 id=\"id_2482134140\" style=\"text-align: start;\">Analyst Opinions</h2><p>The recent sell-side stance on Amazon is predominantly bullish, with a 100% bullish ratio across the opinions identified over the period reviewed. Several well-followed analysts emphasize upside risk to consensus driven by AWS’s AI-related demand and the profitability lift from advertising and third-party seller services: one reiterated-Buy view highlights “accelerating AWS, AI, and advertising growth” as the key catalysts for outperformance versus current models. Another Buy reiteration underscores the case for sustained re-rating as AWS growth improves and monetization strengthens across the retail media stack, while a separate Buy call points to balanced strength across e-commerce, cloud, and advertising as near-term supports for revenue and operating income. A noted Buy reiteration frames the path to mid-teens revenue growth with the potential for margin expansion as the mix shifts toward higher-margin businesses and logistics productivity continues to improve. Complementing these direct ratings, a recently discussed expansion of Amazon’s partnership activity around AI models has been cited by market strategists as a tailwind for cloud-related hardware and networking demand across the supply chain, reinforcing the thesis that AWS remains early in a multi-year capacity and monetization cycle. Together, these viewpoints converge on a common narrative: consensus is seen as reasonable to beat on revenue and EPS if AWS growth reaccelerates and advertising continues to scale, with the greatest sensitivity residing in management’s commentary on AI-driven workloads, capacity readiness, and the cadence of customer ramps through the remainder of 2026.</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>Earning Preview: Amazon Q1 Revenue Is Expected to Increase by 14.33%, and Institutional Views Are Bullish</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\">\nEarning Preview: Amazon Q1 Revenue Is Expected to Increase by 14.33%, and Institutional Views Are Bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025659746\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Agent </p>\n<p class=\"h-time\">2026-04-22 17:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_2851167565\" style=\"text-align: start;\">Abstract</h2><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a> will release first-quarter 2026 results after hours on April 29, 2026, and this preview distills consensus expectations, segment dynamics, and the key debates shaping near-term earnings and guidance.</p><h2 id=\"id_3419684757\" style=\"text-align: start;\">Market Forecast</h2><p>Consensus expects Amazon to post revenue of 177.26 billion US dollars for the March quarter, up 14.33% year over year, with adjusted EPS of 1.63, up 19.81% year over year; EBIT is projected at 20.93 billion US dollars, up 19.72% year over year. Mainline commerce and retail services are expected to benefit from operational efficiency and higher third-party activity, while the advertising business continues to expand its role in the profit mix; AWS remains the central swing factor for both growth and margins this quarter. AWS is the most promising segment heading into the print: the unit generated 35.58 billion US dollars last quarter and is positioned for continued double-digit expansion on secular demand for AI infrastructure.</p><h2 id=\"id_2592305422\" style=\"text-align: start;\">Last Quarter Review</h2><p>Amazon reported fourth-quarter 2025 revenue of 213.39 billion US dollars, a gross profit margin of 48.47%, GAAP net profit attributable to shareholders of 21.19 billion US dollars, a net profit margin of 9.93%, and adjusted EPS of 1.95, up 4.84% year over year. A notable financial highlight was EBIT of 24.98 billion US dollars, up 17.80% year over year, with revenue exceeding consensus by 2.05 billion US dollars. From a business-mix perspective, the quarter’s revenue composition was led by Online stores at 82.99 billion US dollars, Third-party seller services at 52.82 billion US dollars, AWS at 35.58 billion US dollars, Advertising services at 21.32 billion US dollars, Subscription services at 13.12 billion US dollars, Physical stores at 5.86 billion US dollars, and Other at 1.71 billion US dollars, collectively supporting 13.63% year-over-year top-line growth.</p><h2 id=\"id_1967248556\" style=\"text-align: start;\">Current Quarter Outlook</h2><h3 id=\"id_2599120002\" style=\"text-align: start;\">Core Commerce and Retail Services</h3><p>Consensus assumes the retail complex will deliver healthy double-digit growth, with the balance of contributions shifting toward higher-margin third-party seller services and advertising tied to the retail media platform. The fulfillment and logistics footprint continues to compound efficiency gains made over the past year, which should help contain unit-level costs through the post-holiday normalization period in the March quarter. In addition, the blend of first-party and third-party volume matters for gross margin and operating leverage; a richer mix of third-party services typically supports profitability because fees and ancillary services carry structurally higher margins than first-party product sales. Customer engagement through Prime offerings remains a backbone for conversion and frequency, and incremental features in health, pharmacy, and media can reinforce the ecosystem and increase lifetime value. Management’s discipline around expense control, coupled with automation in sort centers and delivery routes, can further protect margin as volume steps down seasonally from holiday levels while maintaining a path toward year-over-year expansion in operating income.</p><h3 id=\"id_1978878047\" style=\"text-align: start;\">AWS and Generative AI</h3><p>AWS is the pivotal driver for both sentiment and valuation into this report, and it remains the primary candidate for upside to consensus if deal activity and workloads tied to generative AI translate into recognized revenue at a faster clip. The unit’s last-quarter revenue base of 35.58 billion US dollars underscores the scale from which even small percentage accelerations can yield substantial absolute-dollar contributions to operating profit. Recent developments around expanding AI model partnerships and customer deployments point to sustained demand for training and inference capacity, supporting a multi-quarter cycle of higher compute intensity and capacity additions. The broader AI stack—spanning homegrown silicon, networking, and software services—creates a pathway to both performance gains and potential cost efficiencies, though depreciation and amortization from new capacity will remain a headwind to near-term operating margins. The pace of large-language-model adoption and the timing of project ramps across enterprise customers will be crucial for determining whether AWS margin trends can expand alongside growth or instead stay flattish while the platform absorbs elevated capital intensity.</p><h3 id=\"id_3348827606\" style=\"text-align: start;\">Stock-price Drivers This Quarter</h3><p>Three factors are most likely to move the stock around this print: the trajectory of AWS growth and margins, the magnitude and mix of retail and advertising profitability, and the tone of management’s guidance for the June quarter. An upside surprise from AWS—via higher-than-modeled usage, faster realization of AI contracts, or better unit economics—would have an outsized impact on earnings power given AWS’s leverage on consolidated operating income. On the retail side, a stronger mix of third-party services and ad monetization can offset seasonal normalization in first-party volume, with improvements in routing, automation, and inventory turns helping gross margin resilience; any evidence that these efficiencies are sustainable will support a higher-quality earnings profile. Finally, even with consensus modeling revenue growth of 14.33% year over year for the March quarter, the market will quickly look through to forward period commentary; clarity around capital allocation, capacity additions for AI-related infrastructure, and visibility into consumer demand elasticity will shape multiple and estimate revisions.</p><h2 id=\"id_2482134140\" style=\"text-align: start;\">Analyst Opinions</h2><p>The recent sell-side stance on Amazon is predominantly bullish, with a 100% bullish ratio across the opinions identified over the period reviewed. Several well-followed analysts emphasize upside risk to consensus driven by AWS’s AI-related demand and the profitability lift from advertising and third-party seller services: one reiterated-Buy view highlights “accelerating AWS, AI, and advertising growth” as the key catalysts for outperformance versus current models. Another Buy reiteration underscores the case for sustained re-rating as AWS growth improves and monetization strengthens across the retail media stack, while a separate Buy call points to balanced strength across e-commerce, cloud, and advertising as near-term supports for revenue and operating income. A noted Buy reiteration frames the path to mid-teens revenue growth with the potential for margin expansion as the mix shifts toward higher-margin businesses and logistics productivity continues to improve. Complementing these direct ratings, a recently discussed expansion of Amazon’s partnership activity around AI models has been cited by market strategists as a tailwind for cloud-related hardware and networking demand across the supply chain, reinforcing the thesis that AWS remains early in a multi-year capacity and monetization cycle. Together, these viewpoints converge on a common narrative: consensus is seen as reasonable to beat on revenue and EPS if AWS growth reaccelerates and advertising continues to scale, with the greatest sensitivity residing in management’s commentary on AI-driven workloads, capacity readiness, and the cadence of customer ramps through the remainder of 2026.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZD":"1倍做空AMZN ETF-Direxion","AMZP":"KURV YIELD PREMIUM STRATEGY AMAZON (AMZN) ETF","AMZY":"AMZN期权收益策略ETF-YieldMax","AMZU":"2倍做多AMZN ETF-Direxion","AMZN":"亚马逊","AZYY":"GraniteShares YieldBOOST AMZN ETF","AMZZ":"2倍做多AMZN ETF-GraniteShares","AMZW":"Roundhill AMZN WeeklyPay™ ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108892381","content_text":"AbstractAmazon will release first-quarter 2026 results after hours on April 29, 2026, and this preview distills consensus expectations, segment dynamics, and the key debates shaping near-term earnings and guidance.Market ForecastConsensus expects Amazon to post revenue of 177.26 billion US dollars for the March quarter, up 14.33% year over year, with adjusted EPS of 1.63, up 19.81% year over year; EBIT is projected at 20.93 billion US dollars, up 19.72% year over year. Mainline commerce and retail services are expected to benefit from operational efficiency and higher third-party activity, while the advertising business continues to expand its role in the profit mix; AWS remains the central swing factor for both growth and margins this quarter. AWS is the most promising segment heading into the print: the unit generated 35.58 billion US dollars last quarter and is positioned for continued double-digit expansion on secular demand for AI infrastructure.Last Quarter ReviewAmazon reported fourth-quarter 2025 revenue of 213.39 billion US dollars, a gross profit margin of 48.47%, GAAP net profit attributable to shareholders of 21.19 billion US dollars, a net profit margin of 9.93%, and adjusted EPS of 1.95, up 4.84% year over year. A notable financial highlight was EBIT of 24.98 billion US dollars, up 17.80% year over year, with revenue exceeding consensus by 2.05 billion US dollars. From a business-mix perspective, the quarter’s revenue composition was led by Online stores at 82.99 billion US dollars, Third-party seller services at 52.82 billion US dollars, AWS at 35.58 billion US dollars, Advertising services at 21.32 billion US dollars, Subscription services at 13.12 billion US dollars, Physical stores at 5.86 billion US dollars, and Other at 1.71 billion US dollars, collectively supporting 13.63% year-over-year top-line growth.Current Quarter OutlookCore Commerce and Retail ServicesConsensus assumes the retail complex will deliver healthy double-digit growth, with the balance of contributions shifting toward higher-margin third-party seller services and advertising tied to the retail media platform. The fulfillment and logistics footprint continues to compound efficiency gains made over the past year, which should help contain unit-level costs through the post-holiday normalization period in the March quarter. In addition, the blend of first-party and third-party volume matters for gross margin and operating leverage; a richer mix of third-party services typically supports profitability because fees and ancillary services carry structurally higher margins than first-party product sales. Customer engagement through Prime offerings remains a backbone for conversion and frequency, and incremental features in health, pharmacy, and media can reinforce the ecosystem and increase lifetime value. Management’s discipline around expense control, coupled with automation in sort centers and delivery routes, can further protect margin as volume steps down seasonally from holiday levels while maintaining a path toward year-over-year expansion in operating income.AWS and Generative AIAWS is the pivotal driver for both sentiment and valuation into this report, and it remains the primary candidate for upside to consensus if deal activity and workloads tied to generative AI translate into recognized revenue at a faster clip. The unit’s last-quarter revenue base of 35.58 billion US dollars underscores the scale from which even small percentage accelerations can yield substantial absolute-dollar contributions to operating profit. Recent developments around expanding AI model partnerships and customer deployments point to sustained demand for training and inference capacity, supporting a multi-quarter cycle of higher compute intensity and capacity additions. The broader AI stack—spanning homegrown silicon, networking, and software services—creates a pathway to both performance gains and potential cost efficiencies, though depreciation and amortization from new capacity will remain a headwind to near-term operating margins. The pace of large-language-model adoption and the timing of project ramps across enterprise customers will be crucial for determining whether AWS margin trends can expand alongside growth or instead stay flattish while the platform absorbs elevated capital intensity.Stock-price Drivers This QuarterThree factors are most likely to move the stock around this print: the trajectory of AWS growth and margins, the magnitude and mix of retail and advertising profitability, and the tone of management’s guidance for the June quarter. An upside surprise from AWS—via higher-than-modeled usage, faster realization of AI contracts, or better unit economics—would have an outsized impact on earnings power given AWS’s leverage on consolidated operating income. On the retail side, a stronger mix of third-party services and ad monetization can offset seasonal normalization in first-party volume, with improvements in routing, automation, and inventory turns helping gross margin resilience; any evidence that these efficiencies are sustainable will support a higher-quality earnings profile. Finally, even with consensus modeling revenue growth of 14.33% year over year for the March quarter, the market will quickly look through to forward period commentary; clarity around capital allocation, capacity additions for AI-related infrastructure, and visibility into consumer demand elasticity will shape multiple and estimate revisions.Analyst OpinionsThe recent sell-side stance on Amazon is predominantly bullish, with a 100% bullish ratio across the opinions identified over the period reviewed. Several well-followed analysts emphasize upside risk to consensus driven by AWS’s AI-related demand and the profitability lift from advertising and third-party seller services: one reiterated-Buy view highlights “accelerating AWS, AI, and advertising growth” as the key catalysts for outperformance versus current models. Another Buy reiteration underscores the case for sustained re-rating as AWS growth improves and monetization strengthens across the retail media stack, while a separate Buy call points to balanced strength across e-commerce, cloud, and advertising as near-term supports for revenue and operating income. A noted Buy reiteration frames the path to mid-teens revenue growth with the potential for margin expansion as the mix shifts toward higher-margin businesses and logistics productivity continues to improve. Complementing these direct ratings, a recently discussed expansion of Amazon’s partnership activity around AI models has been cited by market strategists as a tailwind for cloud-related hardware and networking demand across the supply chain, reinforcing the thesis that AWS remains early in a multi-year capacity and monetization cycle. Together, these viewpoints converge on a common narrative: consensus is seen as reasonable to beat on revenue and EPS if AWS growth reaccelerates and advertising continues to scale, with the greatest sensitivity residing in management’s commentary on AI-driven workloads, capacity readiness, and the cadence of customer ramps through the remainder of 2026.","news_type":1,"symbols_score_info":{"AMZP":0.6,"AMZZ":0.6,"AMZW":0.6,"AMZU":0.6,"AMZN":2,"AMZY":0.6,"AMZD":0.6,"AZYY":0.6}},"isVote":1,"tweetType":1,"viewCount":1694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":557699815814104,"gmtCreate":1777188895382,"gmtModify":1777188898996,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"title":"","htmlText":"Google results trade prediction&nbsp;","listText":"Google results trade prediction&nbsp;","text":"Google results trade prediction","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/557699815814104","repostId":"1165042263","repostType":2,"repost":{"id":"1165042263","kind":"news","weMediaInfo":{"introduction":"Focus on earnings forecast and in-depth analysis","home_visible":1,"media_name":"Earnings Agent","id":"1025659746","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1776848400,"share":"https://ttm.financial/m/news/1165042263?lang=en_US&edition=fundamental","pubTime":"2026-04-22 17:00","market":"us","language":"en","title":"Earning Preview: Alphabet Revenue Expected to Increase by 19.93%, Institutional Views Are Bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1165042263","media":"Earnings Agent","summary":"Abstract$Alphabet(GOOGL)$ will release its quarterly results on April 29, 2026 after hours, and the market looks for solid revenue and earnings expansion with investors focused on whether execution...","content":"<html><head></head><body><h2 id=\"id_3896340666\" style=\"text-align: start;\">Abstract</h2><p><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> will release its quarterly results on April 29, 2026 after hours, and the market looks for solid revenue and earnings expansion with investors focused on whether execution in advertising and cloud can sustain momentum through midyear.</p><h2 id=\"id_2696365612\" style=\"text-align: start;\">Market Forecast</h2><p>Based on current consensus, Alphabet’s this-quarter revenue is projected at 106.88 billion US dollars, implying year-over-year growth of 19.93%, while adjusted EPS is estimated at 2.62 with a year-over-year increase of 29.97%; EBIT is expected at 36.42 billion US dollars, up 26.76% year over year. No formal forecasts for gross profit margin or net profit margin are available for this quarter; commentary remains focused on top-line growth, operating leverage, and earnings per share progression relative to last year. The main business is expected to deliver stable growth supported by demand resilience and product monetization, with Google Services continuing to anchor overall revenue and profitability trends. The most promising segment remains Google Cloud, which posted 17.66 billion US dollars in revenue last quarter and is positioned to expand above corporate-average growth as enterprise AI workloads scale.</p><h2 id=\"id_1155005339\" style=\"text-align: start;\">Last Quarter Review</h2><p>Alphabet delivered the previous quarter with revenue of 113.83 billion US dollars (up 17.99% year over year), a gross profit margin of 59.79%, GAAP net profit attributable to the parent of 34.46 billion US dollars, a net profit margin of 30.27%, and adjusted EPS of 2.82 (up 31.16% year over year). A notable financial highlight was EBIT of 35.93 billion US dollars, reflecting a 16.02% year-over-year increase and underscoring operating discipline alongside growth. Main business performance was led by Google Services at 95.86 billion US dollars, representing roughly 84% of quarterly revenue as total company revenue advanced 17.99% year over year; Google Cloud contributed 17.66 billion US dollars, complemented by 370.00 million US dollars from Other Bets and a hedge impact of -68.00 million US dollars.</p><h2 id=\"id_1734345881\" style=\"text-align: start;\">Current Quarter Outlook</h2><h3 id=\"id_759851434\" style=\"text-align: start;\">Google Services: pacing overall revenue and profit flow-through</h3><p>Google Services remains the central revenue engine and profit generator for Alphabet, and the quarter’s setup hinges on whether demand normalization in core ad products can hold alongside incremental monetization features. With last quarter’s 95.86 billion US dollars contribution and a 59.79% company-level gross margin, the key watch items are traction in search advertising formats and engagement-driven surfaces that influence ad load and pricing. Cost discipline and the scale of traffic acquisition costs will shape margin outcomes; in recent quarters, better revenue density and product mix have supported operating leverage, and investors will look for that pattern to continue into this print. Product refinements that raise advertiser return on spend—such as more automated campaign types and deeper integration of AI for intent matching—can sustain spending elasticity without pressuring user experience. The balance between ad relevance and inventory expansion will be watched for sustainability of margin quality, since unit economics in the Services segment typically dominate consolidated results. Absent explicit margin guidance, the street’s emphasis is on the revenue-to-EPS conversion, and last quarter’s net profit margin of 30.27% sets a marker for assessing this quarter’s flow-through against the 2.62 adjusted EPS expectation.</p><h3 id=\"id_3657561767\" style=\"text-align: start;\">Google Cloud: key growth vector and operating leverage test</h3><p>Google Cloud’s 17.66 billion US dollars from last quarter frames the growth vector analysts are monitoring this quarter, particularly as AI-related workloads scale and migration pipelines progress. Street expectations imply that Cloud growth can outpace the company average, and the EBIT forecast ramp for the group reflects confidence that scale efficiencies can support incremental margin improvement without sacrificing top-line expansion. The core debates focus on the mix of infrastructure services, data analytics platforms, and AI model utilization translating into durable revenue per customer, as well as how contract lengths and consumption-based pricing translate to quarter-to-quarter variability. From a financial perspective, operating leverage is critical: investors will look to see whether the Cloud cost base can absorb continued investments in compute, networking, and model development while still advancing toward higher profitability. Signals of improving unit economics—such as rising gross margin on utilization and disciplined sales efficiency—would reinforce sustainability of growth. Against the backdrop of consolidated revenue expected at 106.88 billion US dollars, Cloud’s contribution to both growth and diversification is a focal point for this quarter’s reaction, particularly if the business shows evidence of compounding AI-related demand.</p><h3 id=\"id_1678427249\" style=\"text-align: start;\">Key stock-price swing factors this quarter</h3><p>The stock’s immediate drivers for this report are the revenue print versus 106.88 billion US dollars consensus, adjusted EPS versus 2.62, and qualitative commentary on cost intensity for AI infrastructure, which influences EBIT expectations at 36.42 billion US dollars. Capital allocation also matters: the pace and size of repurchases, as well as any updates on capex trajectories tied to data center expansion and specialized AI hardware, will feed investor models on free cash flow and EPS accretion. Management’s discussion around product momentum in ad formats and Cloud’s enterprise pipeline conversion will be pivotal for confidence in second-half growth durability. Operating margin sensitivity to traffic acquisition costs and headcount efficiency is another swing factor because it directly affects the revenue-to-earnings conversion rate the market is tracking. Currency movements can modestly influence reported revenue, but the primary emphasis remains on organic growth drivers and structural efficiency gains. Across these factors, the balance of signals about near-term execution and medium-term AI monetization will likely set the tone for post-earnings revisions.</p><h2 id=\"id_4278229764\" style=\"text-align: start;\">Analyst Opinions</h2><p>The balance of published views since January 1, 2026 skews bullish relative to bearish, with buy/overweight recommendations outweighing neutral stances and little evidence of outright negative calls; by count, bullish views represent 100% of non-neutral opinions versus 0% bearish. KeyBanc reiterated an Overweight rating and lifted its price target to 380 US dollars, pointing to continued strength in top-line execution and expanding profitability as reasons for a constructive stance into this print. UBS maintained a Neutral rating while raising its target to 375 US dollars, acknowledging positive drivers but preferring to see confirmation from upcoming results before adopting a more aggressive view. Across these updates, the majority interpretation is that Alphabet is positioned to meet or exceed current-quarter expectations anchored at 106.88 billion US dollars revenue and 2.62 adjusted EPS. Support for this view includes firm performance in the main Services revenue stream and the prospect of incremental operating leverage, as reflected in the 36.42 billion US dollars EBIT estimate and a 29.97% year-over-year EPS growth forecast. On valuation, commentary around a consensus price target near 380.90 US dollars underscores confidence that earnings growth can still translate to price appreciation, provided Cloud’s trajectory and ad monetization remain on track. Analysts leaning bullish emphasize that last quarter’s 59.79% gross margin and 30.27% net profit margin supply a healthy baseline for this quarter’s conversion of revenue into earnings. In their view, upward momentum in adjusted EPS alongside disciplined spending on growth initiatives can maintain a favorable balance between investment and shareholder returns. They also point to the positive setup in Google Cloud—17.66 billion US dollars last quarter—where evidence of scaling AI-related demand and improving cost efficiency is expected to support both growth and margin progression. The constructive stance further argues that the near-20% year-over-year revenue growth embedded in the 106.88 billion US dollars forecast is attainable given the breadth of monetization levers across products and services. With adjusted EPS forecast to increase by 29.97% year over year, the predominant view is that Alphabet can sustain earnings acceleration relative to revenue, aided by operating leverage and a measured approach to expense growth. This bullish majority expects that a clean delivery on revenue and EPS, paired with reassurance on capital intensity and medium-term returns from AI infrastructure, would support positive revisions and sentiment into subsequent quarters.</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>Earning Preview: Alphabet Revenue Expected to Increase by 19.93%, Institutional Views Are Bullish</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\">\nEarning Preview: Alphabet Revenue Expected to Increase by 19.93%, Institutional Views Are Bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025659746\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Agent </p>\n<p class=\"h-time\">2026-04-22 17:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_3896340666\" style=\"text-align: start;\">Abstract</h2><p><a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> will release its quarterly results on April 29, 2026 after hours, and the market looks for solid revenue and earnings expansion with investors focused on whether execution in advertising and cloud can sustain momentum through midyear.</p><h2 id=\"id_2696365612\" style=\"text-align: start;\">Market Forecast</h2><p>Based on current consensus, Alphabet’s this-quarter revenue is projected at 106.88 billion US dollars, implying year-over-year growth of 19.93%, while adjusted EPS is estimated at 2.62 with a year-over-year increase of 29.97%; EBIT is expected at 36.42 billion US dollars, up 26.76% year over year. No formal forecasts for gross profit margin or net profit margin are available for this quarter; commentary remains focused on top-line growth, operating leverage, and earnings per share progression relative to last year. The main business is expected to deliver stable growth supported by demand resilience and product monetization, with Google Services continuing to anchor overall revenue and profitability trends. The most promising segment remains Google Cloud, which posted 17.66 billion US dollars in revenue last quarter and is positioned to expand above corporate-average growth as enterprise AI workloads scale.</p><h2 id=\"id_1155005339\" style=\"text-align: start;\">Last Quarter Review</h2><p>Alphabet delivered the previous quarter with revenue of 113.83 billion US dollars (up 17.99% year over year), a gross profit margin of 59.79%, GAAP net profit attributable to the parent of 34.46 billion US dollars, a net profit margin of 30.27%, and adjusted EPS of 2.82 (up 31.16% year over year). A notable financial highlight was EBIT of 35.93 billion US dollars, reflecting a 16.02% year-over-year increase and underscoring operating discipline alongside growth. Main business performance was led by Google Services at 95.86 billion US dollars, representing roughly 84% of quarterly revenue as total company revenue advanced 17.99% year over year; Google Cloud contributed 17.66 billion US dollars, complemented by 370.00 million US dollars from Other Bets and a hedge impact of -68.00 million US dollars.</p><h2 id=\"id_1734345881\" style=\"text-align: start;\">Current Quarter Outlook</h2><h3 id=\"id_759851434\" style=\"text-align: start;\">Google Services: pacing overall revenue and profit flow-through</h3><p>Google Services remains the central revenue engine and profit generator for Alphabet, and the quarter’s setup hinges on whether demand normalization in core ad products can hold alongside incremental monetization features. With last quarter’s 95.86 billion US dollars contribution and a 59.79% company-level gross margin, the key watch items are traction in search advertising formats and engagement-driven surfaces that influence ad load and pricing. Cost discipline and the scale of traffic acquisition costs will shape margin outcomes; in recent quarters, better revenue density and product mix have supported operating leverage, and investors will look for that pattern to continue into this print. Product refinements that raise advertiser return on spend—such as more automated campaign types and deeper integration of AI for intent matching—can sustain spending elasticity without pressuring user experience. The balance between ad relevance and inventory expansion will be watched for sustainability of margin quality, since unit economics in the Services segment typically dominate consolidated results. Absent explicit margin guidance, the street’s emphasis is on the revenue-to-EPS conversion, and last quarter’s net profit margin of 30.27% sets a marker for assessing this quarter’s flow-through against the 2.62 adjusted EPS expectation.</p><h3 id=\"id_3657561767\" style=\"text-align: start;\">Google Cloud: key growth vector and operating leverage test</h3><p>Google Cloud’s 17.66 billion US dollars from last quarter frames the growth vector analysts are monitoring this quarter, particularly as AI-related workloads scale and migration pipelines progress. Street expectations imply that Cloud growth can outpace the company average, and the EBIT forecast ramp for the group reflects confidence that scale efficiencies can support incremental margin improvement without sacrificing top-line expansion. The core debates focus on the mix of infrastructure services, data analytics platforms, and AI model utilization translating into durable revenue per customer, as well as how contract lengths and consumption-based pricing translate to quarter-to-quarter variability. From a financial perspective, operating leverage is critical: investors will look to see whether the Cloud cost base can absorb continued investments in compute, networking, and model development while still advancing toward higher profitability. Signals of improving unit economics—such as rising gross margin on utilization and disciplined sales efficiency—would reinforce sustainability of growth. Against the backdrop of consolidated revenue expected at 106.88 billion US dollars, Cloud’s contribution to both growth and diversification is a focal point for this quarter’s reaction, particularly if the business shows evidence of compounding AI-related demand.</p><h3 id=\"id_1678427249\" style=\"text-align: start;\">Key stock-price swing factors this quarter</h3><p>The stock’s immediate drivers for this report are the revenue print versus 106.88 billion US dollars consensus, adjusted EPS versus 2.62, and qualitative commentary on cost intensity for AI infrastructure, which influences EBIT expectations at 36.42 billion US dollars. Capital allocation also matters: the pace and size of repurchases, as well as any updates on capex trajectories tied to data center expansion and specialized AI hardware, will feed investor models on free cash flow and EPS accretion. Management’s discussion around product momentum in ad formats and Cloud’s enterprise pipeline conversion will be pivotal for confidence in second-half growth durability. Operating margin sensitivity to traffic acquisition costs and headcount efficiency is another swing factor because it directly affects the revenue-to-earnings conversion rate the market is tracking. Currency movements can modestly influence reported revenue, but the primary emphasis remains on organic growth drivers and structural efficiency gains. Across these factors, the balance of signals about near-term execution and medium-term AI monetization will likely set the tone for post-earnings revisions.</p><h2 id=\"id_4278229764\" style=\"text-align: start;\">Analyst Opinions</h2><p>The balance of published views since January 1, 2026 skews bullish relative to bearish, with buy/overweight recommendations outweighing neutral stances and little evidence of outright negative calls; by count, bullish views represent 100% of non-neutral opinions versus 0% bearish. KeyBanc reiterated an Overweight rating and lifted its price target to 380 US dollars, pointing to continued strength in top-line execution and expanding profitability as reasons for a constructive stance into this print. UBS maintained a Neutral rating while raising its target to 375 US dollars, acknowledging positive drivers but preferring to see confirmation from upcoming results before adopting a more aggressive view. Across these updates, the majority interpretation is that Alphabet is positioned to meet or exceed current-quarter expectations anchored at 106.88 billion US dollars revenue and 2.62 adjusted EPS. Support for this view includes firm performance in the main Services revenue stream and the prospect of incremental operating leverage, as reflected in the 36.42 billion US dollars EBIT estimate and a 29.97% year-over-year EPS growth forecast. On valuation, commentary around a consensus price target near 380.90 US dollars underscores confidence that earnings growth can still translate to price appreciation, provided Cloud’s trajectory and ad monetization remain on track. Analysts leaning bullish emphasize that last quarter’s 59.79% gross margin and 30.27% net profit margin supply a healthy baseline for this quarter’s conversion of revenue into earnings. In their view, upward momentum in adjusted EPS alongside disciplined spending on growth initiatives can maintain a favorable balance between investment and shareholder returns. They also point to the positive setup in Google Cloud—17.66 billion US dollars last quarter—where evidence of scaling AI-related demand and improving cost efficiency is expected to support both growth and margin progression. The constructive stance further argues that the near-20% year-over-year revenue growth embedded in the 106.88 billion US dollars forecast is attainable given the breadth of monetization levers across products and services. With adjusted EPS forecast to increase by 29.97% year over year, the predominant view is that Alphabet can sustain earnings acceleration relative to revenue, aided by operating leverage and a measured approach to expense growth. This bullish majority expects that a clean delivery on revenue and EPS, paired with reassurance on capital intensity and medium-term returns from AI infrastructure, would support positive revisions and sentiment into subsequent quarters.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOX":"2倍做多GOOG ETF-T-REX","GOU":"GraniteShares 2x Long GOOGL Daily ETF","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","GOOG":"谷歌","GGLS":"1倍做空GOOGL ETF-Direxion","GOOY":"GOOGL期权收益策略ETF-YieldMax","GOOGL":"谷歌A","GOOW":"Roundhill GOOGL WeeklyPay ETF","GGLL":"2倍做多GOOGL-Direxion"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165042263","content_text":"AbstractAlphabet will release its quarterly results on April 29, 2026 after hours, and the market looks for solid revenue and earnings expansion with investors focused on whether execution in advertising and cloud can sustain momentum through midyear.Market ForecastBased on current consensus, Alphabet’s this-quarter revenue is projected at 106.88 billion US dollars, implying year-over-year growth of 19.93%, while adjusted EPS is estimated at 2.62 with a year-over-year increase of 29.97%; EBIT is expected at 36.42 billion US dollars, up 26.76% year over year. No formal forecasts for gross profit margin or net profit margin are available for this quarter; commentary remains focused on top-line growth, operating leverage, and earnings per share progression relative to last year. The main business is expected to deliver stable growth supported by demand resilience and product monetization, with Google Services continuing to anchor overall revenue and profitability trends. The most promising segment remains Google Cloud, which posted 17.66 billion US dollars in revenue last quarter and is positioned to expand above corporate-average growth as enterprise AI workloads scale.Last Quarter ReviewAlphabet delivered the previous quarter with revenue of 113.83 billion US dollars (up 17.99% year over year), a gross profit margin of 59.79%, GAAP net profit attributable to the parent of 34.46 billion US dollars, a net profit margin of 30.27%, and adjusted EPS of 2.82 (up 31.16% year over year). A notable financial highlight was EBIT of 35.93 billion US dollars, reflecting a 16.02% year-over-year increase and underscoring operating discipline alongside growth. Main business performance was led by Google Services at 95.86 billion US dollars, representing roughly 84% of quarterly revenue as total company revenue advanced 17.99% year over year; Google Cloud contributed 17.66 billion US dollars, complemented by 370.00 million US dollars from Other Bets and a hedge impact of -68.00 million US dollars.Current Quarter OutlookGoogle Services: pacing overall revenue and profit flow-throughGoogle Services remains the central revenue engine and profit generator for Alphabet, and the quarter’s setup hinges on whether demand normalization in core ad products can hold alongside incremental monetization features. With last quarter’s 95.86 billion US dollars contribution and a 59.79% company-level gross margin, the key watch items are traction in search advertising formats and engagement-driven surfaces that influence ad load and pricing. Cost discipline and the scale of traffic acquisition costs will shape margin outcomes; in recent quarters, better revenue density and product mix have supported operating leverage, and investors will look for that pattern to continue into this print. Product refinements that raise advertiser return on spend—such as more automated campaign types and deeper integration of AI for intent matching—can sustain spending elasticity without pressuring user experience. The balance between ad relevance and inventory expansion will be watched for sustainability of margin quality, since unit economics in the Services segment typically dominate consolidated results. Absent explicit margin guidance, the street’s emphasis is on the revenue-to-EPS conversion, and last quarter’s net profit margin of 30.27% sets a marker for assessing this quarter’s flow-through against the 2.62 adjusted EPS expectation.Google Cloud: key growth vector and operating leverage testGoogle Cloud’s 17.66 billion US dollars from last quarter frames the growth vector analysts are monitoring this quarter, particularly as AI-related workloads scale and migration pipelines progress. Street expectations imply that Cloud growth can outpace the company average, and the EBIT forecast ramp for the group reflects confidence that scale efficiencies can support incremental margin improvement without sacrificing top-line expansion. The core debates focus on the mix of infrastructure services, data analytics platforms, and AI model utilization translating into durable revenue per customer, as well as how contract lengths and consumption-based pricing translate to quarter-to-quarter variability. From a financial perspective, operating leverage is critical: investors will look to see whether the Cloud cost base can absorb continued investments in compute, networking, and model development while still advancing toward higher profitability. Signals of improving unit economics—such as rising gross margin on utilization and disciplined sales efficiency—would reinforce sustainability of growth. Against the backdrop of consolidated revenue expected at 106.88 billion US dollars, Cloud’s contribution to both growth and diversification is a focal point for this quarter’s reaction, particularly if the business shows evidence of compounding AI-related demand.Key stock-price swing factors this quarterThe stock’s immediate drivers for this report are the revenue print versus 106.88 billion US dollars consensus, adjusted EPS versus 2.62, and qualitative commentary on cost intensity for AI infrastructure, which influences EBIT expectations at 36.42 billion US dollars. Capital allocation also matters: the pace and size of repurchases, as well as any updates on capex trajectories tied to data center expansion and specialized AI hardware, will feed investor models on free cash flow and EPS accretion. Management’s discussion around product momentum in ad formats and Cloud’s enterprise pipeline conversion will be pivotal for confidence in second-half growth durability. Operating margin sensitivity to traffic acquisition costs and headcount efficiency is another swing factor because it directly affects the revenue-to-earnings conversion rate the market is tracking. Currency movements can modestly influence reported revenue, but the primary emphasis remains on organic growth drivers and structural efficiency gains. Across these factors, the balance of signals about near-term execution and medium-term AI monetization will likely set the tone for post-earnings revisions.Analyst OpinionsThe balance of published views since January 1, 2026 skews bullish relative to bearish, with buy/overweight recommendations outweighing neutral stances and little evidence of outright negative calls; by count, bullish views represent 100% of non-neutral opinions versus 0% bearish. KeyBanc reiterated an Overweight rating and lifted its price target to 380 US dollars, pointing to continued strength in top-line execution and expanding profitability as reasons for a constructive stance into this print. UBS maintained a Neutral rating while raising its target to 375 US dollars, acknowledging positive drivers but preferring to see confirmation from upcoming results before adopting a more aggressive view. Across these updates, the majority interpretation is that Alphabet is positioned to meet or exceed current-quarter expectations anchored at 106.88 billion US dollars revenue and 2.62 adjusted EPS. Support for this view includes firm performance in the main Services revenue stream and the prospect of incremental operating leverage, as reflected in the 36.42 billion US dollars EBIT estimate and a 29.97% year-over-year EPS growth forecast. On valuation, commentary around a consensus price target near 380.90 US dollars underscores confidence that earnings growth can still translate to price appreciation, provided Cloud’s trajectory and ad monetization remain on track. Analysts leaning bullish emphasize that last quarter’s 59.79% gross margin and 30.27% net profit margin supply a healthy baseline for this quarter’s conversion of revenue into earnings. In their view, upward momentum in adjusted EPS alongside disciplined spending on growth initiatives can maintain a favorable balance between investment and shareholder returns. They also point to the positive setup in Google Cloud—17.66 billion US dollars last quarter—where evidence of scaling AI-related demand and improving cost efficiency is expected to support both growth and margin progression. The constructive stance further argues that the near-20% year-over-year revenue growth embedded in the 106.88 billion US dollars forecast is attainable given the breadth of monetization levers across products and services. With adjusted EPS forecast to increase by 29.97% year over year, the predominant view is that Alphabet can sustain earnings acceleration relative to revenue, aided by operating leverage and a measured approach to expense growth. This bullish majority expects that a clean delivery on revenue and EPS, paired with reassurance on capital intensity and medium-term returns from AI infrastructure, would support positive revisions and sentiment into subsequent quarters.","news_type":1,"symbols_score_info":{"GGLL":0.6,"GOOGL":2,"GOOP":0.6,"GGLS":0.6,"GOU":0.6,"GOOY":0.6,"GOOG":2,"GOOX":0.6,"GOOW":0.6}},"isVote":1,"tweetType":1,"viewCount":2084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":553745895940744,"gmtCreate":1776158912029,"gmtModify":1776158915568,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"title":"","htmlText":"Avav drone market opportunity&nbsp;","listText":"Avav drone market opportunity&nbsp;","text":"Avav drone market opportunity","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/553745895940744","repostId":"2627498844","repostType":2,"repost":{"id":"2627498844","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":1776145758,"share":"https://ttm.financial/m/news/2627498844?lang=en_US&edition=fundamental","pubTime":"2026-04-14 13:49","market":"fut","language":"en","title":"This Is The Defense Sector's Fastest Grower - And A $20 Billion Trade Most Investors Are Missing","url":"https://stock-news.laohu8.com/highlight/detail?id=2627498844","media":"Dow Jones","summary":"The drone era created an obvious trade: Buy the companies building the machines. That trade is crowded now. The next one, still in its early innings, is to invest in the companies tasked with...","content":"<html><head></head><body><p>The drone era created an obvious trade: Buy the companies building the machines. That trade is crowded now. The next one, still in its early innings, is to invest in the companies tasked with stopping them.</p><p>Counter-unmanned-aircraft systems, or counter-UAS, have quietly migrated from a line item in defense budgets to a standalone strategic imperative. The counterdrone market sits at roughly $6.6 billion by one estimate, and is projected to reach $20 billion by 2030 - a compound annual growth rate of 25%. That growth is being driven by concurrent demand shocks across three distinct markets: military, homeland security, and commercial infrastructure. The overlap between those markets is where the investment opportunity becomes genuinely interesting.</p><h2 id=\"id_1583190158\">The asymmetry problem</h2><p>The arithmetic that made counterdrone technology urgent is embarrassingly simple.</p><p>The arithmetic that made counterdrone technology urgent is embarrassingly simple. An Iranian Shahed-136 kamikaze drone costs roughly $35,000 to manufacture. A Patriot PAC-3 interceptor costs approximately $4 million per shot.</p><p>When Iran began targeting Gulf infrastructure, Saudi Arabia&#39;s sophisticated but expensive air-defense network was burning through interceptor stockpiles at a rate that no defense budget could sustain indefinitely. That cost asymmetry - cheap offense, expensive defense - is what restructured the global counterdrone procurement map almost overnight.</p><p>Ukraine understood this problem before anyone else because Russia handed it to them at scale. Russia launched more than 19,000 drones into Ukraine in the winter of 2024-25 alone. Facing that volume, Ukraine built a counterdrone industry from scratch: cheap, mass-produced interceptor drones costing $1,000 to $2,500 per unit, capable of destroying targets autonomously. The Wild Hornets Sting, at roughly $2,500 per unit, have downed 3,900 Russian drones since May 2025. Ukraine was producing over 10,000 of them per month.</p><p>The Gulf states noticed. On March 27, Ukrainian President Volodymyr Zelenskyy signed a defense-cooperation agreement with Saudi Arabia in Jeddah - Kyiv&#39;s first military deal with any Gulf state - formalizing a partnership built on one shared problem: the Shahed drone.</p><p>The deal covers procurement contracts, technology transfer and joint investment. It followed the deployment of more than 200 Ukrainian antidrone specialists to Saudi Arabia, the UAE and Qatar. Within days, Zelenskyy extended similar agreements to the UAE and Qatar, sweeping the western shore of the Persian Gulf in a single diplomatic sprint.</p><p>The U.S. itself requested Ukrainian interceptor drones - an admission that the world&#39;s largest defense spender has a capability gap.</p><p>Ukraine has proven that the cost problem is solvable - that a $2,500 drone can reliably kill a $35,000 drone - and that proof is now traveling across the Gulf&#39;s defense procurement system. The U.S. itself requested Ukrainian interceptor drones - an admission that the world&#39;s largest defense spender has a capability gap it has not been able to fill through conventional procurement.</p><p>That gap exists because the American defense system was not designed for mass-attrition warfare. Startups and allied defense industries are filling it, and investors who track those contracts will find the positions before the consensus does.</p><h2 id=\"id_4105061872\">Three areas for investment</h2><p>The counterdrone opportunity is frequently analyzed as a single market. It is actually three overlapping ones - each with distinct buyers, timelines and risk profiles.</p><p>Military demand is the most straightforward and the most mature. Defense contractors including L3Harris Technologies <a href=\"https://laohu8.com/S/LHX\">$(LHX)$</a>, Northrop Grumman <a href=\"https://laohu8.com/S/NOC\">$(NOC)$</a>, <a href=\"https://laohu8.com/S/LMT\">Lockheed</a> Martin (LMT) and AeroVironment <a href=\"https://laohu8.com/S/AVAV\">$(AVAV)$</a> have all highlighted counter-UAS in recent procurement disclosures. In October 2025, Anduril Industries won the U.S. Army&#39;s C-UAS Fire Control Solution competition, integrating its Lattice software platform for drone detection and response. That same month, AeroVironment secured a $95.9 million contract to manufacture the Freedom Eagle kinetic interceptor.</p><p>Homeland security is the faster-moving story right now. The Safer Skies Act, signed into law last December as part of the National Defense Authorization Act, extended counterdrone detection and mitigation authority to U.S. state, local, tribal and territorial law enforcement for the first time. Prior to that legislation, only a narrow set of federal agencies - <a href=\"https://laohu8.com/S/HSCC\">Homeland Security</a>, Justice, Defense - could legally interfere with a hostile drone. The Safer Skies Act expanded that mandate to roughly 18,000 law-enforcement agencies and 6,000 correctional facilities across the country. If even 10% of the roughly 24,000 eligible agencies enter the procurement cycle in the first implementation period, that is 2,400 new contracts entering the market simultaneously.</p><p>The funding mechanism is already in place. FEMA awarded the first tranche of a $500 million, two-year Counter Unmanned Aircraft Systems Grant Program - $250 million in late December 2025 to the 11 states hosting FIFA World Cup 2026 matches, with the second $250 million to follow later this year, distributed to all U.S. states and territories.</p><p>The World Cup is the political justification; the infrastructure it funds is permanent. Once Kansas City police have trained counterdrone personnel and installed detection equipment for soccer matches at Arrowhead Stadium, that capability does not disappear - it becomes part of the local security apparatus.</p><p>Commercial infrastructure is the least priced-in segment and the most structurally interesting. DroneShield (AU:DRO), the Australian-listed counterdrone company whose fiscal 2025 revenue surged sharply, estimates the airport-protection market alone at $3.2 billion globally, with large international airports as the primary deployable base. Stadiums and major event venues represent an additional $3.6 billion, driven by a documented explosion in unauthorized incursions; the NFL, for example, logged more than 2,000 drone intrusions per season over each of the past three years. Energy infrastructure, water systems and data centers are also accelerating procurement.</p><h2 id=\"id_350122560\">Investable opportunities</h2><p>Counterdrone spending is becoming nondiscretionary.</p><p>What counterdrone has become, structurally, is a layered defense technology problem with three distinct and investable tiers.</p><p>Detection is the foundation: radar, radio-frequency sensing, acoustic systems and electro-optical cameras that establish airspace awareness before a threat materializes. Identification sits on top of detection: AI classification systems that distinguish a commercial delivery drone from a weaponized one in real time. Neutralization closes the loop: electronic jamming, kinetic interceptors, directed-energy lasers and, increasingly, autonomous counterdrones that intercept targets without human intervention.</p><p>Each layer has its own competitive landscape and margin profile. Electronic countermeasures - jamming and GPS disruption - held the dominant technology share in 2025, at roughly 47% of the market. Laser systems, which offer low per-shot costs and precision without debris, are projected to be the fastest-growing segment through 2033, at a compound annual growth rate (CAGR) approaching 29%. Hybrid systems that combine detection, identification and neutralization into integrated platforms are where the premium contracts are being signed.</p><p>For investors, the framing that applies here is the one used for cybersecurity a decade ago, when the proliferation of connected devices made security spending nondiscretionary. Counterdrone spending is also becoming nondiscretionary. The threat is real, the regulatory mandate is arriving, the cost asymmetry is understood and the buyers - from the Pentagon to the Kansas City Police Department to the Gulf states - are all reaching the same conclusion at roughly the same moment.</p><p>The picks-and-shovels trade in the drone era is not the drones - it&#39;s the systems built to stop them.</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>This Is The Defense Sector's Fastest Grower - And A $20 Billion Trade Most Investors Are Missing</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\">\nThis Is The Defense Sector's Fastest Grower - And A $20 Billion Trade Most Investors Are Missing\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\">2026-04-14 13:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The drone era created an obvious trade: Buy the companies building the machines. That trade is crowded now. The next one, still in its early innings, is to invest in the companies tasked with stopping them.</p><p>Counter-unmanned-aircraft systems, or counter-UAS, have quietly migrated from a line item in defense budgets to a standalone strategic imperative. The counterdrone market sits at roughly $6.6 billion by one estimate, and is projected to reach $20 billion by 2030 - a compound annual growth rate of 25%. That growth is being driven by concurrent demand shocks across three distinct markets: military, homeland security, and commercial infrastructure. The overlap between those markets is where the investment opportunity becomes genuinely interesting.</p><h2 id=\"id_1583190158\">The asymmetry problem</h2><p>The arithmetic that made counterdrone technology urgent is embarrassingly simple.</p><p>The arithmetic that made counterdrone technology urgent is embarrassingly simple. An Iranian Shahed-136 kamikaze drone costs roughly $35,000 to manufacture. A Patriot PAC-3 interceptor costs approximately $4 million per shot.</p><p>When Iran began targeting Gulf infrastructure, Saudi Arabia&#39;s sophisticated but expensive air-defense network was burning through interceptor stockpiles at a rate that no defense budget could sustain indefinitely. That cost asymmetry - cheap offense, expensive defense - is what restructured the global counterdrone procurement map almost overnight.</p><p>Ukraine understood this problem before anyone else because Russia handed it to them at scale. Russia launched more than 19,000 drones into Ukraine in the winter of 2024-25 alone. Facing that volume, Ukraine built a counterdrone industry from scratch: cheap, mass-produced interceptor drones costing $1,000 to $2,500 per unit, capable of destroying targets autonomously. The Wild Hornets Sting, at roughly $2,500 per unit, have downed 3,900 Russian drones since May 2025. Ukraine was producing over 10,000 of them per month.</p><p>The Gulf states noticed. On March 27, Ukrainian President Volodymyr Zelenskyy signed a defense-cooperation agreement with Saudi Arabia in Jeddah - Kyiv&#39;s first military deal with any Gulf state - formalizing a partnership built on one shared problem: the Shahed drone.</p><p>The deal covers procurement contracts, technology transfer and joint investment. It followed the deployment of more than 200 Ukrainian antidrone specialists to Saudi Arabia, the UAE and Qatar. Within days, Zelenskyy extended similar agreements to the UAE and Qatar, sweeping the western shore of the Persian Gulf in a single diplomatic sprint.</p><p>The U.S. itself requested Ukrainian interceptor drones - an admission that the world&#39;s largest defense spender has a capability gap.</p><p>Ukraine has proven that the cost problem is solvable - that a $2,500 drone can reliably kill a $35,000 drone - and that proof is now traveling across the Gulf&#39;s defense procurement system. The U.S. itself requested Ukrainian interceptor drones - an admission that the world&#39;s largest defense spender has a capability gap it has not been able to fill through conventional procurement.</p><p>That gap exists because the American defense system was not designed for mass-attrition warfare. Startups and allied defense industries are filling it, and investors who track those contracts will find the positions before the consensus does.</p><h2 id=\"id_4105061872\">Three areas for investment</h2><p>The counterdrone opportunity is frequently analyzed as a single market. It is actually three overlapping ones - each with distinct buyers, timelines and risk profiles.</p><p>Military demand is the most straightforward and the most mature. Defense contractors including L3Harris Technologies <a href=\"https://laohu8.com/S/LHX\">$(LHX)$</a>, Northrop Grumman <a href=\"https://laohu8.com/S/NOC\">$(NOC)$</a>, <a href=\"https://laohu8.com/S/LMT\">Lockheed</a> Martin (LMT) and AeroVironment <a href=\"https://laohu8.com/S/AVAV\">$(AVAV)$</a> have all highlighted counter-UAS in recent procurement disclosures. In October 2025, Anduril Industries won the U.S. Army&#39;s C-UAS Fire Control Solution competition, integrating its Lattice software platform for drone detection and response. That same month, AeroVironment secured a $95.9 million contract to manufacture the Freedom Eagle kinetic interceptor.</p><p>Homeland security is the faster-moving story right now. The Safer Skies Act, signed into law last December as part of the National Defense Authorization Act, extended counterdrone detection and mitigation authority to U.S. state, local, tribal and territorial law enforcement for the first time. Prior to that legislation, only a narrow set of federal agencies - <a href=\"https://laohu8.com/S/HSCC\">Homeland Security</a>, Justice, Defense - could legally interfere with a hostile drone. The Safer Skies Act expanded that mandate to roughly 18,000 law-enforcement agencies and 6,000 correctional facilities across the country. If even 10% of the roughly 24,000 eligible agencies enter the procurement cycle in the first implementation period, that is 2,400 new contracts entering the market simultaneously.</p><p>The funding mechanism is already in place. FEMA awarded the first tranche of a $500 million, two-year Counter Unmanned Aircraft Systems Grant Program - $250 million in late December 2025 to the 11 states hosting FIFA World Cup 2026 matches, with the second $250 million to follow later this year, distributed to all U.S. states and territories.</p><p>The World Cup is the political justification; the infrastructure it funds is permanent. Once Kansas City police have trained counterdrone personnel and installed detection equipment for soccer matches at Arrowhead Stadium, that capability does not disappear - it becomes part of the local security apparatus.</p><p>Commercial infrastructure is the least priced-in segment and the most structurally interesting. DroneShield (AU:DRO), the Australian-listed counterdrone company whose fiscal 2025 revenue surged sharply, estimates the airport-protection market alone at $3.2 billion globally, with large international airports as the primary deployable base. Stadiums and major event venues represent an additional $3.6 billion, driven by a documented explosion in unauthorized incursions; the NFL, for example, logged more than 2,000 drone intrusions per season over each of the past three years. Energy infrastructure, water systems and data centers are also accelerating procurement.</p><h2 id=\"id_350122560\">Investable opportunities</h2><p>Counterdrone spending is becoming nondiscretionary.</p><p>What counterdrone has become, structurally, is a layered defense technology problem with three distinct and investable tiers.</p><p>Detection is the foundation: radar, radio-frequency sensing, acoustic systems and electro-optical cameras that establish airspace awareness before a threat materializes. Identification sits on top of detection: AI classification systems that distinguish a commercial delivery drone from a weaponized one in real time. Neutralization closes the loop: electronic jamming, kinetic interceptors, directed-energy lasers and, increasingly, autonomous counterdrones that intercept targets without human intervention.</p><p>Each layer has its own competitive landscape and margin profile. Electronic countermeasures - jamming and GPS disruption - held the dominant technology share in 2025, at roughly 47% of the market. Laser systems, which offer low per-shot costs and precision without debris, are projected to be the fastest-growing segment through 2033, at a compound annual growth rate (CAGR) approaching 29%. Hybrid systems that combine detection, identification and neutralization into integrated platforms are where the premium contracts are being signed.</p><p>For investors, the framing that applies here is the one used for cybersecurity a decade ago, when the proliferation of connected devices made security spending nondiscretionary. Counterdrone spending is also becoming nondiscretionary. The threat is real, the regulatory mandate is arriving, the cost asymmetry is understood and the buyers - from the Pentagon to the Kansas City Police Department to the Gulf states - are all reaching the same conclusion at roughly the same moment.</p><p>The picks-and-shovels trade in the drone era is not the drones - it&#39;s the systems built to stop them.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1929549753.HKD":"FRANKLIN INCOME \"A\" (HKD) INC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4516":"特朗普概念","IE00B64QTZ34.USD":"NEUBERGER BERMAN US SMALL CAP \"A\" (USD) ACC","BK4603":"无人机概念股","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK7115":"航天航空与国防","BK4588":"碎股","IE00BLDYK493.USD":"NEUBERGER BERMAN US SMALL CAP \"A\" (USD) INC","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LMTL":"2倍做多LMT ETF-Direxion","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","AVAV":"AeroVironment公司","LMTS":"1倍做空LMT ETF-Direxion","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LMT":"洛克希德马丁","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","NOC":"诺斯罗普格鲁曼","BK4159":"经销商","BK4604":"机器人概念","BK4564":"太空概念","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4532":"文艺复兴科技持仓","BK4187":"航天航空与国防","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","AVXX":"2倍做多AVAV ETF-Defiance","LU0006061336.USD":"Blackrock US Small and MidCap Opportunities A2 USD","LHX":"L3Harris Technologies Inc","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4585":"ETF&股票定投概念","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","BK4141":"半导体产品","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2627498844","content_text":"The drone era created an obvious trade: Buy the companies building the machines. That trade is crowded now. The next one, still in its early innings, is to invest in the companies tasked with stopping them.Counter-unmanned-aircraft systems, or counter-UAS, have quietly migrated from a line item in defense budgets to a standalone strategic imperative. The counterdrone market sits at roughly $6.6 billion by one estimate, and is projected to reach $20 billion by 2030 - a compound annual growth rate of 25%. That growth is being driven by concurrent demand shocks across three distinct markets: military, homeland security, and commercial infrastructure. The overlap between those markets is where the investment opportunity becomes genuinely interesting.The asymmetry problemThe arithmetic that made counterdrone technology urgent is embarrassingly simple.The arithmetic that made counterdrone technology urgent is embarrassingly simple. An Iranian Shahed-136 kamikaze drone costs roughly $35,000 to manufacture. A Patriot PAC-3 interceptor costs approximately $4 million per shot.When Iran began targeting Gulf infrastructure, Saudi Arabia's sophisticated but expensive air-defense network was burning through interceptor stockpiles at a rate that no defense budget could sustain indefinitely. That cost asymmetry - cheap offense, expensive defense - is what restructured the global counterdrone procurement map almost overnight.Ukraine understood this problem before anyone else because Russia handed it to them at scale. Russia launched more than 19,000 drones into Ukraine in the winter of 2024-25 alone. Facing that volume, Ukraine built a counterdrone industry from scratch: cheap, mass-produced interceptor drones costing $1,000 to $2,500 per unit, capable of destroying targets autonomously. The Wild Hornets Sting, at roughly $2,500 per unit, have downed 3,900 Russian drones since May 2025. Ukraine was producing over 10,000 of them per month.The Gulf states noticed. On March 27, Ukrainian President Volodymyr Zelenskyy signed a defense-cooperation agreement with Saudi Arabia in Jeddah - Kyiv's first military deal with any Gulf state - formalizing a partnership built on one shared problem: the Shahed drone.The deal covers procurement contracts, technology transfer and joint investment. It followed the deployment of more than 200 Ukrainian antidrone specialists to Saudi Arabia, the UAE and Qatar. Within days, Zelenskyy extended similar agreements to the UAE and Qatar, sweeping the western shore of the Persian Gulf in a single diplomatic sprint.The U.S. itself requested Ukrainian interceptor drones - an admission that the world's largest defense spender has a capability gap.Ukraine has proven that the cost problem is solvable - that a $2,500 drone can reliably kill a $35,000 drone - and that proof is now traveling across the Gulf's defense procurement system. The U.S. itself requested Ukrainian interceptor drones - an admission that the world's largest defense spender has a capability gap it has not been able to fill through conventional procurement.That gap exists because the American defense system was not designed for mass-attrition warfare. Startups and allied defense industries are filling it, and investors who track those contracts will find the positions before the consensus does.Three areas for investmentThe counterdrone opportunity is frequently analyzed as a single market. It is actually three overlapping ones - each with distinct buyers, timelines and risk profiles.Military demand is the most straightforward and the most mature. Defense contractors including L3Harris Technologies $(LHX)$, Northrop Grumman $(NOC)$, Lockheed Martin (LMT) and AeroVironment $(AVAV)$ have all highlighted counter-UAS in recent procurement disclosures. In October 2025, Anduril Industries won the U.S. Army's C-UAS Fire Control Solution competition, integrating its Lattice software platform for drone detection and response. That same month, AeroVironment secured a $95.9 million contract to manufacture the Freedom Eagle kinetic interceptor.Homeland security is the faster-moving story right now. The Safer Skies Act, signed into law last December as part of the National Defense Authorization Act, extended counterdrone detection and mitigation authority to U.S. state, local, tribal and territorial law enforcement for the first time. Prior to that legislation, only a narrow set of federal agencies - Homeland Security, Justice, Defense - could legally interfere with a hostile drone. The Safer Skies Act expanded that mandate to roughly 18,000 law-enforcement agencies and 6,000 correctional facilities across the country. If even 10% of the roughly 24,000 eligible agencies enter the procurement cycle in the first implementation period, that is 2,400 new contracts entering the market simultaneously.The funding mechanism is already in place. FEMA awarded the first tranche of a $500 million, two-year Counter Unmanned Aircraft Systems Grant Program - $250 million in late December 2025 to the 11 states hosting FIFA World Cup 2026 matches, with the second $250 million to follow later this year, distributed to all U.S. states and territories.The World Cup is the political justification; the infrastructure it funds is permanent. Once Kansas City police have trained counterdrone personnel and installed detection equipment for soccer matches at Arrowhead Stadium, that capability does not disappear - it becomes part of the local security apparatus.Commercial infrastructure is the least priced-in segment and the most structurally interesting. DroneShield (AU:DRO), the Australian-listed counterdrone company whose fiscal 2025 revenue surged sharply, estimates the airport-protection market alone at $3.2 billion globally, with large international airports as the primary deployable base. Stadiums and major event venues represent an additional $3.6 billion, driven by a documented explosion in unauthorized incursions; the NFL, for example, logged more than 2,000 drone intrusions per season over each of the past three years. Energy infrastructure, water systems and data centers are also accelerating procurement.Investable opportunitiesCounterdrone spending is becoming nondiscretionary.What counterdrone has become, structurally, is a layered defense technology problem with three distinct and investable tiers.Detection is the foundation: radar, radio-frequency sensing, acoustic systems and electro-optical cameras that establish airspace awareness before a threat materializes. Identification sits on top of detection: AI classification systems that distinguish a commercial delivery drone from a weaponized one in real time. Neutralization closes the loop: electronic jamming, kinetic interceptors, directed-energy lasers and, increasingly, autonomous counterdrones that intercept targets without human intervention.Each layer has its own competitive landscape and margin profile. Electronic countermeasures - jamming and GPS disruption - held the dominant technology share in 2025, at roughly 47% of the market. Laser systems, which offer low per-shot costs and precision without debris, are projected to be the fastest-growing segment through 2033, at a compound annual growth rate (CAGR) approaching 29%. Hybrid systems that combine detection, identification and neutralization into integrated platforms are where the premium contracts are being signed.For investors, the framing that applies here is the one used for cybersecurity a decade ago, when the proliferation of connected devices made security spending nondiscretionary. Counterdrone spending is also becoming nondiscretionary. The threat is real, the regulatory mandate is arriving, the cost asymmetry is understood and the buyers - from the Pentagon to the Kansas City Police Department to the Gulf states - are all reaching the same conclusion at roughly the same moment.The picks-and-shovels trade in the drone era is not the drones - it's the systems built to stop them.","news_type":1,"symbols_score_info":{"AVAV":1,"LMT":1,"NOC":1,"AVXX":0.6,"LHX":1,"LMTL":0.6,"LMTS":0.6}},"isVote":1,"tweetType":1,"viewCount":1540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":551447150036528,"gmtCreate":1775651736872,"gmtModify":1775651740488,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"title":"","htmlText":"Meta builds up VR via Collab&nbsp;","listText":"Meta builds up VR via Collab&nbsp;","text":"Meta builds up VR via Collab","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/551447150036528","repostId":"1167797711","repostType":4,"repost":{"id":"1167797711","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":1775651555,"share":"https://ttm.financial/m/news/1167797711?lang=en_US&edition=fundamental","pubTime":"2026-04-08 20:32","market":"us","language":"en","title":"Unity Shares Jump 7% as Company Extends VR Partnership with Meta","url":"https://stock-news.laohu8.com/highlight/detail?id=1167797711","media":"Tiger Newspress","summary":"$Unity Software Inc.(U)$ shares rose about 7% in premarket trading on Wednesday after the company said it had extended a multi-year agreement with Meta (META) to support development on its virtual...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/U\">Unity Software Inc.</a> shares rose about 7% in premarket trading on Wednesday after the company said it had extended a multi-year agreement with Meta (META) to support development on its virtual reality platform.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/18a8279ea9ef39bcddfe4a657b85ba83\" tg-width=\"362\" tg-height=\"104\"/></p><p style=\"text-align: left;\">Unity and Meta said the renewed partnership builds on their existing collaboration, with Unity continuing to provide tools and platform support for developers creating applications and games for Meta’s VR ecosystem.</p><p style=\"text-align: left;\">The companies said the partnership aims to simplify the process for developers to create, deploy and scale content on Meta’s VR devices, spanning both gaming and business applications.</p><p style=\"text-align: left;\">Unity said its engine powers a majority of top-selling VR titles on Meta’s platform, while Meta said the agreement supports ongoing investment in its developer ecosystem.</p><p style=\"text-align: left;\">Financial terms of the agreement were not disclosed.</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>Unity Shares Jump 7% as Company Extends VR Partnership with Meta</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUnity Shares Jump 7% as Company Extends VR Partnership with Meta\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-04-08 20:32</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/U\">Unity Software Inc.</a> shares rose about 7% in premarket trading on Wednesday after the company said it had extended a multi-year agreement with Meta (META) to support development on its virtual reality platform.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/18a8279ea9ef39bcddfe4a657b85ba83\" tg-width=\"362\" tg-height=\"104\"/></p><p style=\"text-align: left;\">Unity and Meta said the renewed partnership builds on their existing collaboration, with Unity continuing to provide tools and platform support for developers creating applications and games for Meta’s VR ecosystem.</p><p style=\"text-align: left;\">The companies said the partnership aims to simplify the process for developers to create, deploy and scale content on Meta’s VR devices, spanning both gaming and business applications.</p><p style=\"text-align: left;\">Unity said its engine powers a majority of top-selling VR titles on Meta’s platform, while Meta said the agreement supports ongoing investment in its developer ecosystem.</p><p style=\"text-align: left;\">Financial terms of the agreement were not disclosed.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"U":"Unity Software Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167797711","content_text":"Unity Software Inc. shares rose about 7% in premarket trading on Wednesday after the company said it had extended a multi-year agreement with Meta (META) to support development on its virtual reality platform.Unity and Meta said the renewed partnership builds on their existing collaboration, with Unity continuing to provide tools and platform support for developers creating applications and games for Meta’s VR ecosystem.The companies said the partnership aims to simplify the process for developers to create, deploy and scale content on Meta’s VR devices, spanning both gaming and business applications.Unity said its engine powers a majority of top-selling VR titles on Meta’s platform, while Meta said the agreement supports ongoing investment in its developer ecosystem.Financial terms of the agreement were not disclosed.","news_type":1,"symbols_score_info":{"U":2}},"isVote":1,"tweetType":1,"viewCount":1001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":543881034601200,"gmtCreate":1773811259492,"gmtModify":1773811263564,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"title":"","htmlText":"Amz potential&nbsp;","listText":"Amz potential&nbsp;","text":"Amz potential","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/543881034601200","repostId":"2620475164","repostType":2,"repost":{"id":"2620475164","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":1773796270,"share":"https://ttm.financial/m/news/2620475164?lang=en_US&edition=fundamental","pubTime":"2026-03-18 09:11","market":"sh","language":"en","title":"5 Reasons Amazon's Stock Could Be A Major AI Winner","url":"https://stock-news.laohu8.com/highlight/detail?id=2620475164","media":"Dow Jones","summary":"A Needham analyst thinks AI agents will help Amazon's business, not hurt it. Needham analyst Laura Martin believes AI agents will drive Amazon's revenue higher.Some Amazon.com bears think that artificial-intelligence agents will cause the e-commerce company to lose business, but a Needham analyst is taking the opposite view.But Amazon  isn't sitting still when it comes to agentic AI. The company owns the \"largest product catalog, fulfillment network, pricing data, reviews, consumer purchase information and merchant relationships,\" Martin said. She thinks Amazon can leverage AI to boost revenue, improve profitability and defend its terrain.One big thing working in Amazon's favor is the company's cloud-computing business, according to Martin. She said that AI companies with large language models will pay a premium to Amazon Web Services to access its one-of-a-kind consumer data.She also said that Amazon's ability to access purchase history and other customer information will give it an a","content":"<html><head></head><body><p>Some Amazon.com bears think that artificial-intelligence agents will cause the e-commerce company to lose business, but a Needham analyst is taking the opposite view.</p><p>The fear on Wall Street is that shoppers will be able to query AI services with requests such as &#34;find and buy the best running shoes under $150,&#34; Needham analyst Laura Martin wrote in a Tuesday note. In that world, consumers would be able to quickly find targeted items from across the web.</p><p>But Amazon (AMZN) isn&#39;t sitting still when it comes to agentic AI. The company owns the &#34;largest product catalog, fulfillment network, pricing data, reviews, consumer purchase information and merchant relationships,&#34; Martin said. She thinks Amazon can leverage AI to boost revenue, improve profitability and defend its terrain.</p><p>One big thing working in Amazon&#39;s favor is the company&#39;s cloud-computing business, according to Martin. She said that AI companies with large language models will pay a premium to Amazon Web Services to access its one-of-a-kind consumer data.</p><p>Martin thinks that AWS, with its ability to generate revenue from third parties, will diversify the company&#39;s revenue base enough to offset massive investments in AI, a selling point that Meta <a href=\"https://laohu8.com/S/META\">$(META)$</a> and OpenAI lack.</p><p>She also said that Amazon&#39;s ability to access purchase history and other customer information will give it an advantage in developing its own AI shopping agent, Rufus.</p><p>Martin noted that the company&#39;s generative-AI products are driving faster revenue growth, especially given Rufus&#39;s ability to increase average basket size and customer retention.</p><p>The fact that Amazon owns proprietary chips is another reason Martin believes the company has a unique cost advantage in the AI era. She noted that Amazon management said in its earnings call last February that its Trainium 2 chips are already sold out, while its Trainium 3 chips are expected to sell out by the third quarter of 2026.</p><p>While some investors have worried about Amazon&#39;s enormous AI spending - the company&#39;s $200 billion projection for 2026 is the highest within the group of megacap tech companies known as the &#34;Magnificent Seven&#34; - Martin thinks that the spending will increase Amazon&#39;s moat, since few can afford to keep pace with that level of investment.</p><p>On the earnings call, CEO Andy Jassy said that he anticipates long-term returns from the $200 billion in capital expenditures due to strong demand for the company&#39;s existing offerings in addition to new opportunities around AI, chips, robotics and low-earth-orbit satellites.</p><p>Martin added that she expects the company&#39;s operating margins to continue expanding, as the company is slowing the growth of its head count and recognizing productivity gains from algorithms and robotics.</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>5 Reasons Amazon's Stock Could Be A Major AI Winner</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\">\n5 Reasons Amazon's Stock Could Be A Major AI Winner\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\">2026-03-18 09:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Some Amazon.com bears think that artificial-intelligence agents will cause the e-commerce company to lose business, but a Needham analyst is taking the opposite view.</p><p>The fear on Wall Street is that shoppers will be able to query AI services with requests such as &#34;find and buy the best running shoes under $150,&#34; Needham analyst Laura Martin wrote in a Tuesday note. In that world, consumers would be able to quickly find targeted items from across the web.</p><p>But Amazon (AMZN) isn&#39;t sitting still when it comes to agentic AI. The company owns the &#34;largest product catalog, fulfillment network, pricing data, reviews, consumer purchase information and merchant relationships,&#34; Martin said. She thinks Amazon can leverage AI to boost revenue, improve profitability and defend its terrain.</p><p>One big thing working in Amazon&#39;s favor is the company&#39;s cloud-computing business, according to Martin. She said that AI companies with large language models will pay a premium to Amazon Web Services to access its one-of-a-kind consumer data.</p><p>Martin thinks that AWS, with its ability to generate revenue from third parties, will diversify the company&#39;s revenue base enough to offset massive investments in AI, a selling point that Meta <a href=\"https://laohu8.com/S/META\">$(META)$</a> and OpenAI lack.</p><p>She also said that Amazon&#39;s ability to access purchase history and other customer information will give it an advantage in developing its own AI shopping agent, Rufus.</p><p>Martin noted that the company&#39;s generative-AI products are driving faster revenue growth, especially given Rufus&#39;s ability to increase average basket size and customer retention.</p><p>The fact that Amazon owns proprietary chips is another reason Martin believes the company has a unique cost advantage in the AI era. She noted that Amazon management said in its earnings call last February that its Trainium 2 chips are already sold out, while its Trainium 3 chips are expected to sell out by the third quarter of 2026.</p><p>While some investors have worried about Amazon&#39;s enormous AI spending - the company&#39;s $200 billion projection for 2026 is the highest within the group of megacap tech companies known as the &#34;Magnificent Seven&#34; - Martin thinks that the spending will increase Amazon&#39;s moat, since few can afford to keep pace with that level of investment.</p><p>On the earnings call, CEO Andy Jassy said that he anticipates long-term returns from the $200 billion in capital expenditures due to strong demand for the company&#39;s existing offerings in addition to new opportunities around AI, chips, robotics and low-earth-orbit satellites.</p><p>Martin added that she expects the company&#39;s operating margins to continue expanding, as the company is slowing the growth of its head count and recognizing productivity gains from algorithms and robotics.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","AMZP":"KURV YIELD PREMIUM STRATEGY AMAZON (AMZN) ETF","BK4503":"景林资产持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","AMZU":"2倍做多AMZN ETF-Direxion","BK4566":"资本集团","AMZW":"Roundhill AMZN WeeklyPay™ ETF","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","AMZY":"AMZN期权收益策略ETF-YieldMax","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","AMZZ":"2倍做多AMZN ETF-GraniteShares","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","USAW.SI":"AMZN 3xLongSG261006","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4561":"索罗斯持仓","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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TREND \"BAZ\" (EUR) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","AMZD":"1倍做空AMZN ETF-Direxion"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2620475164","content_text":"Some Amazon.com bears think that artificial-intelligence agents will cause the e-commerce company to lose business, but a Needham analyst is taking the opposite view.The fear on Wall Street is that shoppers will be able to query AI services with requests such as \"find and buy the best running shoes under $150,\" Needham analyst Laura Martin wrote in a Tuesday note. In that world, consumers would be able to quickly find targeted items from across the web.But Amazon (AMZN) isn't sitting still when it comes to agentic AI. The company owns the \"largest product catalog, fulfillment network, pricing data, reviews, consumer purchase information and merchant relationships,\" Martin said. She thinks Amazon can leverage AI to boost revenue, improve profitability and defend its terrain.One big thing working in Amazon's favor is the company's cloud-computing business, according to Martin. She said that AI companies with large language models will pay a premium to Amazon Web Services to access its one-of-a-kind consumer data.Martin thinks that AWS, with its ability to generate revenue from third parties, will diversify the company's revenue base enough to offset massive investments in AI, a selling point that Meta $(META)$ and OpenAI lack.She also said that Amazon's ability to access purchase history and other customer information will give it an advantage in developing its own AI shopping agent, Rufus.Martin noted that the company's generative-AI products are driving faster revenue growth, especially given Rufus's ability to increase average basket size and customer retention.The fact that Amazon owns proprietary chips is another reason Martin believes the company has a unique cost advantage in the AI era. She noted that Amazon management said in its earnings call last February that its Trainium 2 chips are already sold out, while its Trainium 3 chips are expected to sell out by the third quarter of 2026.While some investors have worried about Amazon's enormous AI spending - the company's $200 billion projection for 2026 is the highest within the group of megacap tech companies known as the \"Magnificent Seven\" - Martin thinks that the spending will increase Amazon's moat, since few can afford to keep pace with that level of investment.On the earnings call, CEO Andy Jassy said that he anticipates long-term returns from the $200 billion in capital expenditures due to strong demand for the company's existing offerings in addition to new opportunities around AI, chips, robotics and low-earth-orbit satellites.Martin added that she expects the company's operating margins to continue expanding, as the company is slowing the growth of its head count and recognizing productivity gains from algorithms and robotics.","news_type":1,"symbols_score_info":{"AMZZ":0.6,"USAW.SI":0.6,"AMZN":1.98,"AIYY":0.6,"AMZY":0.6,"AMZU":0.6,"AMZD":0.6,"AMZP":0.6,"AMZW":0.6,"AZYY":0.6}},"isVote":1,"tweetType":1,"viewCount":1596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":525280898962440,"gmtCreate":1769268425936,"gmtModify":1769268428902,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/U/3582955601978695\">@GTSR </a>&nbsp;","listText":"<a href=\"https://ttm.financial/U/3582955601978695\">@GTSR </a>&nbsp;","text":"@GTSR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/525280898962440","repostId":"2605340024","repostType":2,"repost":{"id":"2605340024","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":1769198400,"share":"https://ttm.financial/m/news/2605340024?lang=en_US&edition=fundamental","pubTime":"2026-01-24 04:00","market":"hk","language":"en","title":"Fed Meeting, Apple, Microsoft Earnings: What to Watch Next Week -- WSJ","url":"https://stock-news.laohu8.com/highlight/detail?id=2605340024","media":"Dow Jones","summary":"It's shaping up to be a busy week ahead. Earnings season is in full throttle, with results expected from the likes of UnitedHealth, Chevron and Boeing. A trio of tech giants-Apple, Meta Platforms and Microsoft-will also report earnings. In Washington, the Federal Reserve will hold its first interest-rate meeting of 2026. Investors are not expecting another rate cut, which would maintain the benchmark federal-funds rate between 3.5% and 3.75%. Here's what to watch:. -- Earnings: UnitedHealth, Boeing, General Motors, American Airlines, United Parcel Service, Northrop Grumman, RTX, Union Pacific, Texas Instruments. -- Census data: The Census Bureau is expected to release its first set of 2025 figures, which will include national and state population estimates.-- Fed meeting: The Federal Reserve is projected to hold rates steady at its meeting, which ends at 2 p.m. ET. Chair Jerome Powell will hold a press conference at 2:30 p.m. It will be Powell's first since he released a video statemen","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n       By Xavier Martinez \n</p>\n<p>\n     It's shaping up to be a busy week ahead. Earnings season is in full throttle, with results expected from the likes of UnitedHealth, Chevron and Boeing. A trio of tech giants-Apple, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> and Microsoft-will also report earnings. In Washington, the Federal Reserve will hold its first interest-rate meeting of 2026. Investors are not expecting another rate cut, which would maintain the benchmark federal-funds rate between 3.5% and 3.75%. Here's what to watch: \n</p>\n<p>\n     Monday, Jan. 26 \n</p>\n<p>\n     -- Earnings: Nucor, <a href=\"https://laohu8.com/S/STLD\">Steel Dynamics</a>, Ryanair Holdings \n</p>\n<p>\n     -- Economic data: Durable-goods orders for November \n</p>\n<p>\n     Tuesday, Jan. 27 \n</p>\n<p>\n     -- Earnings: UnitedHealth, Boeing, General Motors, American Airlines, <a href=\"https://laohu8.com/S/UPS\">United Parcel Service</a>, Northrop Grumman, RTX, Union Pacific, Texas Instruments \n</p>\n<p>\n     -- Census data: The Census Bureau is expected to release its first set of 2025 figures, which will include national and state population estimates. \n</p>\n<p>\n     -- Speeches: President Trump is scheduled to deliver a speech on the economy and energy in Iowa. \n</p>\n<p>\n     Wednesday, Jan. 28 \n</p>\n<p>\n     -- Earnings: Microsoft, Meta Platforms, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/IBM\">IBM</a>, <a href=\"https://laohu8.com/S/ASML\">ASML</a>, Starbucks, AT&amp;T, Whirlpool, <a href=\"https://laohu8.com/S/GEV\">GE Vernova</a>, Southwest Airlines \n</p>\n<p>\n     -- Fed meeting: The Federal Reserve is projected to hold rates steady at its meeting, which ends at 2 p.m. ET. Chair Jerome Powell will hold a press conference at 2:30 p.m. It will be Powell's first since he released a video statement disclosing a Justice Department investigation into his testimony on the central bank's building renovations. \n</p>\n<p>\n     -- Events: Secretary of State Marco Rubio is scheduled to testify before the Senate Foreign Relations Committee at 10 a.m. \n</p>\n<p>\n     -- Other central banks: Bank of Canada interest-rate announcement \n</p>\n<p>\n     Thursday, Jan. 29 \n</p>\n<p>\n     -- Earnings: Apple, <a href=\"https://laohu8.com/S/V\">Visa</a>, Mastercard, <a href=\"https://laohu8.com/S/BX\">Blackstone</a>, Caterpillar, Comcast, <a href=\"https://laohu8.com/S/LMT\">Lockheed</a> Martin, Norfolk Southern \n</p>\n<p>\n     -- Economic data: Revised productivity data, trade figures for November, factory orders for November, weekly jobless claims \n</p>\n<p>\n     Friday, Jan. 30 \n</p>\n<p>\n     -- Earnings: <a href=\"https://laohu8.com/S/XOM\">Exxon</a> Mobil, Chevron, American Express, Verizon, Regeneron \n</p>\n<p>\n     -- Economic data: Producer-price index for December \n</p>\n<p>\n     -- Fed speeches: Fed Vice Chair for Supervision Michelle Bowman is scheduled to speak about monetary policy and regulation at 5 p.m. \n</p>\n<p>\n       This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage). \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 23, 2026 15:00 ET (20:00 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fed Meeting, Apple, Microsoft Earnings: What to Watch Next Week -- WSJ</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\">\nFed Meeting, Apple, Microsoft Earnings: What to Watch Next Week -- WSJ\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-24 04:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n       By Xavier Martinez \n</p>\n<p>\n     It's shaping up to be a busy week ahead. Earnings season is in full throttle, with results expected from the likes of UnitedHealth, Chevron and Boeing. A trio of tech giants-Apple, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> and Microsoft-will also report earnings. In Washington, the Federal Reserve will hold its first interest-rate meeting of 2026. Investors are not expecting another rate cut, which would maintain the benchmark federal-funds rate between 3.5% and 3.75%. Here's what to watch: \n</p>\n<p>\n     Monday, Jan. 26 \n</p>\n<p>\n     -- Earnings: Nucor, <a href=\"https://laohu8.com/S/STLD\">Steel Dynamics</a>, Ryanair Holdings \n</p>\n<p>\n     -- Economic data: Durable-goods orders for November \n</p>\n<p>\n     Tuesday, Jan. 27 \n</p>\n<p>\n     -- Earnings: UnitedHealth, Boeing, General Motors, American Airlines, <a href=\"https://laohu8.com/S/UPS\">United Parcel Service</a>, Northrop Grumman, RTX, Union Pacific, Texas Instruments \n</p>\n<p>\n     -- Census data: The Census Bureau is expected to release its first set of 2025 figures, which will include national and state population estimates. \n</p>\n<p>\n     -- Speeches: President Trump is scheduled to deliver a speech on the economy and energy in Iowa. \n</p>\n<p>\n     Wednesday, Jan. 28 \n</p>\n<p>\n     -- Earnings: Microsoft, Meta Platforms, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, <a href=\"https://laohu8.com/S/IBM\">IBM</a>, <a href=\"https://laohu8.com/S/ASML\">ASML</a>, Starbucks, AT&amp;T, Whirlpool, <a href=\"https://laohu8.com/S/GEV\">GE Vernova</a>, Southwest Airlines \n</p>\n<p>\n     -- Fed meeting: The Federal Reserve is projected to hold rates steady at its meeting, which ends at 2 p.m. ET. Chair Jerome Powell will hold a press conference at 2:30 p.m. It will be Powell's first since he released a video statement disclosing a Justice Department investigation into his testimony on the central bank's building renovations. \n</p>\n<p>\n     -- Events: Secretary of State Marco Rubio is scheduled to testify before the Senate Foreign Relations Committee at 10 a.m. \n</p>\n<p>\n     -- Other central banks: Bank of Canada interest-rate announcement \n</p>\n<p>\n     Thursday, Jan. 29 \n</p>\n<p>\n     -- Earnings: Apple, <a href=\"https://laohu8.com/S/V\">Visa</a>, Mastercard, <a href=\"https://laohu8.com/S/BX\">Blackstone</a>, Caterpillar, Comcast, <a href=\"https://laohu8.com/S/LMT\">Lockheed</a> Martin, Norfolk Southern \n</p>\n<p>\n     -- Economic data: Revised productivity data, trade figures for November, factory orders for November, weekly jobless claims \n</p>\n<p>\n     Friday, Jan. 30 \n</p>\n<p>\n     -- Earnings: <a href=\"https://laohu8.com/S/XOM\">Exxon</a> Mobil, Chevron, American Express, Verizon, Regeneron \n</p>\n<p>\n     -- Economic data: Producer-price index for December \n</p>\n<p>\n     -- Fed speeches: Fed Vice Chair for Supervision Michelle Bowman is scheduled to speak about monetary policy and regulation at 5 p.m. \n</p>\n<p>\n       This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage). \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 23, 2026 15:00 ET (20:00 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU1989773731.SGD":"CPR Invest - Education A2 Acc SGD-H","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1242518931.SGD":"Fullerton Lux Funds - 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Earnings season is in full throttle, with results expected from the likes of UnitedHealth, Chevron and Boeing. A trio of tech giants-Apple, Meta Platforms and Microsoft-will also report earnings. In Washington, the Federal Reserve will hold its first interest-rate meeting of 2026. Investors are not expecting another rate cut, which would maintain the benchmark federal-funds rate between 3.5% and 3.75%. Here's what to watch: \n\n\n     Monday, Jan. 26 \n\n\n     -- Earnings: Nucor, Steel Dynamics, Ryanair Holdings \n\n\n     -- Economic data: Durable-goods orders for November \n\n\n     Tuesday, Jan. 27 \n\n\n     -- Earnings: UnitedHealth, Boeing, General Motors, American Airlines, United Parcel Service, Northrop Grumman, RTX, Union Pacific, Texas Instruments \n\n\n     -- Census data: The Census Bureau is expected to release its first set of 2025 figures, which will include national and state population estimates. \n\n\n     -- Speeches: President Trump is scheduled to deliver a speech on the economy and energy in Iowa. \n\n\n     Wednesday, Jan. 28 \n\n\n     -- Earnings: Microsoft, Meta Platforms, Tesla, IBM, ASML, Starbucks, AT&T, Whirlpool, GE Vernova, Southwest Airlines \n\n\n     -- Fed meeting: The Federal Reserve is projected to hold rates steady at its meeting, which ends at 2 p.m. ET. Chair Jerome Powell will hold a press conference at 2:30 p.m. It will be Powell's first since he released a video statement disclosing a Justice Department investigation into his testimony on the central bank's building renovations. \n\n\n     -- Events: Secretary of State Marco Rubio is scheduled to testify before the Senate Foreign Relations Committee at 10 a.m. \n\n\n     -- Other central banks: Bank of Canada interest-rate announcement \n\n\n     Thursday, Jan. 29 \n\n\n     -- Earnings: Apple, Visa, Mastercard, Blackstone, Caterpillar, Comcast, Lockheed Martin, Norfolk Southern \n\n\n     -- Economic data: Revised productivity data, trade figures for November, factory orders for November, weekly jobless claims \n\n\n     Friday, Jan. 30 \n\n\n     -- Earnings: Exxon Mobil, Chevron, American Express, Verizon, Regeneron \n\n\n     -- Economic data: Producer-price index for December \n\n\n     -- Fed speeches: Fed Vice Chair for Supervision Michelle Bowman is scheduled to speak about monetary policy and regulation at 5 p.m. \n\n\n       This item is part of a Wall Street Journal live coverage event. The full stream can be found by searching P/WSJL (WSJ Live Coverage). \n\n\n  (END) Dow Jones Newswires\n\n\n  January 23, 2026 15:00 ET (20:00 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"MACW.SI":0.6,"AAPL":1.92,"TLTW":0.6,"MSFT":1.92,"TMF":0.6}},"isVote":1,"tweetType":1,"viewCount":1689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":521674123351000,"gmtCreate":1768378487884,"gmtModify":1768378491493,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"title":"","htmlText":"Google space","listText":"Google space","text":"Google space","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521674123351000","repostId":"2603636021","repostType":2,"repost":{"id":"2603636021","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":1768375800,"share":"https://ttm.financial/m/news/2603636021?lang=en_US&edition=fundamental","pubTime":"2026-01-14 15:30","market":"us","language":"en","title":"A Google-Backed Space Stock Is up 600% in a Year. Here’s Why It Could Go Even Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=2603636021","media":"Dow Jones","summary":"Planet Labs just racked up a new deal, and Wedbush’s Dan Ives thinks its stock is poised to benefit from the ‘intersection of space and AI’.","content":"<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/PL\">Planet Labs</a>’ stock has exploded higher in recent months, reflecting optimism over the company’s business with government agencies and the promise of new, advanced satellites. And the rally may not be over.</p><p style=\"text-align: start;\">Wedbush analyst Dan Ives, a noted tech bull, is raising his price target on the stock to $28 per share from $20, citing “significant demand” for Planet Labs’ satellites and data in U.S. as well as foreign markets. The new target is more than 9% higher than current levels.</p><p>The stock has skyrocketed 588% over the past 12 months and currently trades at more than $25 per share.</p><p>Ives’ optimism comes after the company said Monday that it has been awarded a nine-figure, multiyear deal to provide Sweden’s military with satellites, space-based data and awareness solutions. The deal gives Sweden ownership of the satellites.</p><p style=\"text-align: start;\">It’s Planet Labs’ third deal in 12 months that focuses on providing these sorts of services to governments. The company added that its deals with Sweden, Germany and Japan’s JSAT are together worth more than $500 million.</p><p>The company also has a number of contracts with the U.S., including a $13.5 million deal to provide data to NASA and a $7.5 million deal doing work for the Navy. It tripled its backlog to $734 million in its fiscal third quarter relative to a year earlier.</p><p style=\"text-align: start;\">“We continue to believe that the company provides mission-critical use cases for a wide array of government applications, especially defense and intelligence,” Ives said in a Monday note to investors.</p><p style=\"text-align: start;\">Later this year, Planet Labs aims to demonstrate new satellites that it expects to deliver higher-resolution images analyzed by artificial intelligence in under an hour. The Owl satellites will be capable of helping customers with disaster-relief efforts, intelligence gathering and military responses, according to the company.</p><p style=\"text-align: start;\">Revenue from its contract with Sweden will be recognized over several years and does not impact its previous financial guidance for its fourth quarter, Planet Labs said. The company expects to report between $76 million and $80 million for that quarter, up from $61.6 million a year earlier.</p><p style=\"text-align: start;\">Planet Labs was one of several space companies that went public in 2021 through a special-purpose acquisition company, alongside the likes of <a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a> and <a href=\"https://laohu8.com/S/RDW\">Redwire</a>. That transactionvaluedPlanet Labs at about $2.8 billion. It currently has a market capitalization of about $8 billion.</p><p style=\"text-align: start;\">Google parent <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> is the largest owner of Planet Labs stock, with a nearly 11% stake in the company, according to FactSet. The two companies are also working together on Project Suncatcher, Google’s experimental plan to develop constellations of solar-powered satellites carrying Google’stensor processing units.</p><p>Those constellations would essentially function as AI data centers, which some think could provide massive amounts of cheap energy and mitigate the potential of an AI-fueled energy crisis. Google plans to send two prototype satellites into orbit by early 2027 to test its hardware.</p><p style=\"text-align: start;\">“As use cases for solar data applications significantly rise through increased AI integrations, we continue to believe [Planet Labs] is well-positioned at the intersection of space and AI to capitalize on this rapidly growing market,” Ives said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Google-Backed Space Stock Is up 600% in a Year. Here’s Why It Could Go Even Higher</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\">\nA Google-Backed Space Stock Is up 600% in a Year. Here’s Why It Could Go Even Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-14 15:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/PL\">Planet Labs</a>’ stock has exploded higher in recent months, reflecting optimism over the company’s business with government agencies and the promise of new, advanced satellites. And the rally may not be over.</p><p style=\"text-align: start;\">Wedbush analyst Dan Ives, a noted tech bull, is raising his price target on the stock to $28 per share from $20, citing “significant demand” for Planet Labs’ satellites and data in U.S. as well as foreign markets. The new target is more than 9% higher than current levels.</p><p>The stock has skyrocketed 588% over the past 12 months and currently trades at more than $25 per share.</p><p>Ives’ optimism comes after the company said Monday that it has been awarded a nine-figure, multiyear deal to provide Sweden’s military with satellites, space-based data and awareness solutions. The deal gives Sweden ownership of the satellites.</p><p style=\"text-align: start;\">It’s Planet Labs’ third deal in 12 months that focuses on providing these sorts of services to governments. The company added that its deals with Sweden, Germany and Japan’s JSAT are together worth more than $500 million.</p><p>The company also has a number of contracts with the U.S., including a $13.5 million deal to provide data to NASA and a $7.5 million deal doing work for the Navy. It tripled its backlog to $734 million in its fiscal third quarter relative to a year earlier.</p><p style=\"text-align: start;\">“We continue to believe that the company provides mission-critical use cases for a wide array of government applications, especially defense and intelligence,” Ives said in a Monday note to investors.</p><p style=\"text-align: start;\">Later this year, Planet Labs aims to demonstrate new satellites that it expects to deliver higher-resolution images analyzed by artificial intelligence in under an hour. The Owl satellites will be capable of helping customers with disaster-relief efforts, intelligence gathering and military responses, according to the company.</p><p style=\"text-align: start;\">Revenue from its contract with Sweden will be recognized over several years and does not impact its previous financial guidance for its fourth quarter, Planet Labs said. The company expects to report between $76 million and $80 million for that quarter, up from $61.6 million a year earlier.</p><p style=\"text-align: start;\">Planet Labs was one of several space companies that went public in 2021 through a special-purpose acquisition company, alongside the likes of <a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a> and <a href=\"https://laohu8.com/S/RDW\">Redwire</a>. That transactionvaluedPlanet Labs at about $2.8 billion. It currently has a market capitalization of about $8 billion.</p><p style=\"text-align: start;\">Google parent <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> is the largest owner of Planet Labs stock, with a nearly 11% stake in the company, according to FactSet. The two companies are also working together on Project Suncatcher, Google’s experimental plan to develop constellations of solar-powered satellites carrying Google’stensor processing units.</p><p>Those constellations would essentially function as AI data centers, which some think could provide massive amounts of cheap energy and mitigate the potential of an AI-fueled energy crisis. Google plans to send two prototype satellites into orbit by early 2027 to test its hardware.</p><p style=\"text-align: start;\">“As use cases for solar data applications significantly rise through increased AI integrations, we continue to believe [Planet Labs] is well-positioned at the intersection of space and AI to capitalize on this rapidly growing market,” Ives said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4187":"航天航空与国防","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"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)","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","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","LU2265009873.SGD":"Eastspring Investments - 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 GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2603636021","content_text":"Planet Labs’ stock has exploded higher in recent months, reflecting optimism over the company’s business with government agencies and the promise of new, advanced satellites. And the rally may not be over.Wedbush analyst Dan Ives, a noted tech bull, is raising his price target on the stock to $28 per share from $20, citing “significant demand” for Planet Labs’ satellites and data in U.S. as well as foreign markets. The new target is more than 9% higher than current levels.The stock has skyrocketed 588% over the past 12 months and currently trades at more than $25 per share.Ives’ optimism comes after the company said Monday that it has been awarded a nine-figure, multiyear deal to provide Sweden’s military with satellites, space-based data and awareness solutions. The deal gives Sweden ownership of the satellites.It’s Planet Labs’ third deal in 12 months that focuses on providing these sorts of services to governments. The company added that its deals with Sweden, Germany and Japan’s JSAT are together worth more than $500 million.The company also has a number of contracts with the U.S., including a $13.5 million deal to provide data to NASA and a $7.5 million deal doing work for the Navy. It tripled its backlog to $734 million in its fiscal third quarter relative to a year earlier.“We continue to believe that the company provides mission-critical use cases for a wide array of government applications, especially defense and intelligence,” Ives said in a Monday note to investors.Later this year, Planet Labs aims to demonstrate new satellites that it expects to deliver higher-resolution images analyzed by artificial intelligence in under an hour. The Owl satellites will be capable of helping customers with disaster-relief efforts, intelligence gathering and military responses, according to the company.Revenue from its contract with Sweden will be recognized over several years and does not impact its previous financial guidance for its fourth quarter, Planet Labs said. The company expects to report between $76 million and $80 million for that quarter, up from $61.6 million a year earlier.Planet Labs was one of several space companies that went public in 2021 through a special-purpose acquisition company, alongside the likes of Rocket Lab and Redwire. That transactionvaluedPlanet Labs at about $2.8 billion. It currently has a market capitalization of about $8 billion.Google parent Alphabet is the largest owner of Planet Labs stock, with a nearly 11% stake in the company, according to FactSet. The two companies are also working together on Project Suncatcher, Google’s experimental plan to develop constellations of solar-powered satellites carrying Google’stensor processing units.Those constellations would essentially function as AI data centers, which some think could provide massive amounts of cheap energy and mitigate the potential of an AI-fueled energy crisis. Google plans to send two prototype satellites into orbit by early 2027 to test its hardware.“As use cases for solar data applications significantly rise through increased AI integrations, we continue to believe [Planet Labs] is well-positioned at the intersection of space and AI to capitalize on this rapidly growing market,” Ives said.","news_type":1,"symbols_score_info":{"PL":1.96}},"isVote":1,"tweetType":1,"viewCount":2022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":519649669841968,"gmtCreate":1767915865198,"gmtModify":1767915869403,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"title":"","htmlText":"Google&nbsp;<a href=\"https://ttm.financial/U/3582955601978695\">@GTSR </a>&nbsp;","listText":"Google&nbsp;<a href=\"https://ttm.financial/U/3582955601978695\">@GTSR </a>&nbsp;","text":"Google @GTSR","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/519649669841968","repostId":"2602905343","repostType":2,"repost":{"id":"2602905343","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":1767913903,"share":"https://ttm.financial/m/news/2602905343?lang=en_US&edition=fundamental","pubTime":"2026-01-09 07:11","market":"sg","language":"en","title":"Why Alphabet's Stock Can Further Reign as 'King' of the AI Trade in 2026","url":"https://stock-news.laohu8.com/highlight/detail?id=2602905343","media":"Dow Jones","summary":"As the Google parent company edges closer to a $4 trillion market capitalization, a new bull cheers AI advantages that can keep the rally going. CEO Sundar Pichai has grown Alphabet's stature in AI.Alphabet's artificial-intelligence capabilities have made the company a formidable name in the technology landscape, powering the stock to a 65% gain in 2025. And that could be just the beginning, as Wall Street firm Cantor Fitzgerald now sees more room to run for the Google parent company.In a Wednesday note, analyst Deepak Mathivanan upgraded Alphabet's stock   to overweight from neutral with a price target of $370, calling the company the \"king of all AI trades.\". Sentiment around Alphabet is already elevated, as evidenced by last year's \"Magnificent Seven\"-leading performance. On Wednesday, Alphabet's stock rose over 2%, leading the company to overtake Apple  as the world's second-largest company by market capitalization. Now it's set for its first record finish since late November, and ","content":"<html><head></head><body><p>As the Google parent company edges closer to a $4 trillion market capitalization, a new bull cheers AI advantages that can keep the rally going</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/df5b2357e84a57b0f3abfc6f5b747e76\" tg-width=\"359\" tg-height=\"467\"/></p><p>Alphabet&#39;s artificial-intelligence capabilities have made the company a formidable name in the technology landscape, powering the stock to a 65% gain in 2025. And that could be just the beginning, as Wall Street firm Cantor Fitzgerald now sees more room to run for the Google parent company.</p><p>In a Wednesday note, analyst Deepak Mathivanan upgraded  <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>&#39;s stock to overweight from neutral with a price target of $370, calling the company the &#34;king of all AI trades.&#34;</p><p>Google&#39;s advantage comes from its footprint across the entire AI tech stack, encompassing infrastructure, compute, large language models and applications, Mathivanan wrote - making the company &#34;well positioned to reap the benefits of its broad footprint over the next two to three years with accelerated distribution of its AI assets.&#34;</p><p>Sentiment around Alphabet is already elevated, as evidenced by last year&#39;s &#34;Magnificent Seven&#34;-leading performance. On Wednesday, Alphabet&#39;s stock rose over 2%, leading the company to overtake  <a href=\"https://laohu8.com/S/AAPL\">Apple</a>  as the world&#39;s second-largest company by market capitalization. Now it&#39;s set for its first record finish since late November, and is closing in on levels that would translate to a $4 trillion market capitalization, according to Dow Jones Market Data.</p><p>Alphabet shares are trading at 25 times Cantor Fitzgerald&#39;s estimated 2027 earnings, a premium to the stock&#39;s historic trading range. However, Mathivanan believes the valuation is warranted when considering the potential for revenue growth to accelerate, especially in the Search and Google Cloud businesses. Cantor Fitzgerald&#39;s price target is based on a 30x price-to-earnings multiple.</p><p>In Search, the integration of Google&#39;s AI Overviews and AI Mode is driving an acceleration in query volume. Google&#39;s AI Max product, which offers AI-powered features for advertising campaigns, is helping to place ads inside AI Overviews and achieving a high return on invested capital, Mathivanan wrote.</p><p>While Search revenues could see short-term &#34;air pockets&#34; as AI Overviews penetration ramps, Mathivanan expects AI results to monetize at a higher rate than traditional results over time due to more comprehensive answers and higher user-conversion rates.</p><p>Competition between Google&#39;s Gemini and OpenAI&#39;s ChatGPT will continue to be fierce in 2026, and Mathivanan believes both chatbots could grow to over 1 billion active users in the next 12 to 18 months.</p><p>While he sees room for more than one winner, Mathivanan pointed to Gemini&#39;s advantage in leveraging data from Search, Maps, merchant product feeds and other proprietary Google sources, which could give Gemini a leg up in agentic AI applications such as shopping. Google is also using its existing distribution channels to make Gemini the default LLM across Android smartphones, Mathivanan added.</p><p>Google Cloud is positioned for significant market-share gains this year, and Mathivanan predicts that its revenue could come to be 60% of <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com&#39;s cloud revenue by 2027, up from just over 40% in 2024. A major catalyst for this is the substantial increase in Google Cloud&#39;s pipeline of deals with major AI labs like Anthropic, OpenAI and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>. Those are expected to translate into recognized revenue as more capacity comes online.</p><p>According to Cantor Fitzgerald, Google could potentially bring up to 20 new data-center campuses online by the end of 2027.</p><p>Combined with Google&#39;s custom tensor processing units, this infrastructure advantage allows the company to compete aggressively on price as AI deployments accelerate across consumer and enterprise applications, Mathivanan said.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Alphabet's Stock Can Further Reign as 'King' of the AI Trade in 2026</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 Alphabet's Stock Can Further Reign as 'King' of the AI Trade in 2026\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-09 07:11</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>As the Google parent company edges closer to a $4 trillion market capitalization, a new bull cheers AI advantages that can keep the rally going</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/df5b2357e84a57b0f3abfc6f5b747e76\" tg-width=\"359\" tg-height=\"467\"/></p><p>Alphabet&#39;s artificial-intelligence capabilities have made the company a formidable name in the technology landscape, powering the stock to a 65% gain in 2025. And that could be just the beginning, as Wall Street firm Cantor Fitzgerald now sees more room to run for the Google parent company.</p><p>In a Wednesday note, analyst Deepak Mathivanan upgraded  <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>&#39;s stock to overweight from neutral with a price target of $370, calling the company the &#34;king of all AI trades.&#34;</p><p>Google&#39;s advantage comes from its footprint across the entire AI tech stack, encompassing infrastructure, compute, large language models and applications, Mathivanan wrote - making the company &#34;well positioned to reap the benefits of its broad footprint over the next two to three years with accelerated distribution of its AI assets.&#34;</p><p>Sentiment around Alphabet is already elevated, as evidenced by last year&#39;s &#34;Magnificent Seven&#34;-leading performance. On Wednesday, Alphabet&#39;s stock rose over 2%, leading the company to overtake  <a href=\"https://laohu8.com/S/AAPL\">Apple</a>  as the world&#39;s second-largest company by market capitalization. Now it&#39;s set for its first record finish since late November, and is closing in on levels that would translate to a $4 trillion market capitalization, according to Dow Jones Market Data.</p><p>Alphabet shares are trading at 25 times Cantor Fitzgerald&#39;s estimated 2027 earnings, a premium to the stock&#39;s historic trading range. However, Mathivanan believes the valuation is warranted when considering the potential for revenue growth to accelerate, especially in the Search and Google Cloud businesses. Cantor Fitzgerald&#39;s price target is based on a 30x price-to-earnings multiple.</p><p>In Search, the integration of Google&#39;s AI Overviews and AI Mode is driving an acceleration in query volume. Google&#39;s AI Max product, which offers AI-powered features for advertising campaigns, is helping to place ads inside AI Overviews and achieving a high return on invested capital, Mathivanan wrote.</p><p>While Search revenues could see short-term &#34;air pockets&#34; as AI Overviews penetration ramps, Mathivanan expects AI results to monetize at a higher rate than traditional results over time due to more comprehensive answers and higher user-conversion rates.</p><p>Competition between Google&#39;s Gemini and OpenAI&#39;s ChatGPT will continue to be fierce in 2026, and Mathivanan believes both chatbots could grow to over 1 billion active users in the next 12 to 18 months.</p><p>While he sees room for more than one winner, Mathivanan pointed to Gemini&#39;s advantage in leveraging data from Search, Maps, merchant product feeds and other proprietary Google sources, which could give Gemini a leg up in agentic AI applications such as shopping. Google is also using its existing distribution channels to make Gemini the default LLM across Android smartphones, Mathivanan added.</p><p>Google Cloud is positioned for significant market-share gains this year, and Mathivanan predicts that its revenue could come to be 60% of <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com&#39;s cloud revenue by 2027, up from just over 40% in 2024. A major catalyst for this is the substantial increase in Google Cloud&#39;s pipeline of deals with major AI labs like Anthropic, OpenAI and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>. Those are expected to translate into recognized revenue as more capacity comes online.</p><p>According to Cantor Fitzgerald, Google could potentially bring up to 20 new data-center campuses online by the end of 2027.</p><p>Combined with Google&#39;s custom tensor processing units, this infrastructure advantage allows the company to compete aggressively on price as AI deployments accelerate across consumer and enterprise applications, Mathivanan said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2602905343","content_text":"As the Google parent company edges closer to a $4 trillion market capitalization, a new bull cheers AI advantages that can keep the rally goingAlphabet's artificial-intelligence capabilities have made the company a formidable name in the technology landscape, powering the stock to a 65% gain in 2025. And that could be just the beginning, as Wall Street firm Cantor Fitzgerald now sees more room to run for the Google parent company.In a Wednesday note, analyst Deepak Mathivanan upgraded  Alphabet's stock to overweight from neutral with a price target of $370, calling the company the \"king of all AI trades.\"Google's advantage comes from its footprint across the entire AI tech stack, encompassing infrastructure, compute, large language models and applications, Mathivanan wrote - making the company \"well positioned to reap the benefits of its broad footprint over the next two to three years with accelerated distribution of its AI assets.\"Sentiment around Alphabet is already elevated, as evidenced by last year's \"Magnificent Seven\"-leading performance. On Wednesday, Alphabet's stock rose over 2%, leading the company to overtake  Apple  as the world's second-largest company by market capitalization. Now it's set for its first record finish since late November, and is closing in on levels that would translate to a $4 trillion market capitalization, according to Dow Jones Market Data.Alphabet shares are trading at 25 times Cantor Fitzgerald's estimated 2027 earnings, a premium to the stock's historic trading range. However, Mathivanan believes the valuation is warranted when considering the potential for revenue growth to accelerate, especially in the Search and Google Cloud businesses. Cantor Fitzgerald's price target is based on a 30x price-to-earnings multiple.In Search, the integration of Google's AI Overviews and AI Mode is driving an acceleration in query volume. Google's AI Max product, which offers AI-powered features for advertising campaigns, is helping to place ads inside AI Overviews and achieving a high return on invested capital, Mathivanan wrote.While Search revenues could see short-term \"air pockets\" as AI Overviews penetration ramps, Mathivanan expects AI results to monetize at a higher rate than traditional results over time due to more comprehensive answers and higher user-conversion rates.Competition between Google's Gemini and OpenAI's ChatGPT will continue to be fierce in 2026, and Mathivanan believes both chatbots could grow to over 1 billion active users in the next 12 to 18 months.While he sees room for more than one winner, Mathivanan pointed to Gemini's advantage in leveraging data from Search, Maps, merchant product feeds and other proprietary Google sources, which could give Gemini a leg up in agentic AI applications such as shopping. Google is also using its existing distribution channels to make Gemini the default LLM across Android smartphones, Mathivanan added.Google Cloud is positioned for significant market-share gains this year, and Mathivanan predicts that its revenue could come to be 60% of Amazon.com's cloud revenue by 2027, up from just over 40% in 2024. A major catalyst for this is the substantial increase in Google Cloud's pipeline of deals with major AI labs like Anthropic, OpenAI and Meta Platforms. Those are expected to translate into recognized revenue as more capacity comes online.According to Cantor Fitzgerald, Google could potentially bring up to 20 new data-center campuses online by the end of 2027.Combined with Google's custom tensor processing units, this infrastructure advantage allows the company to compete aggressively on price as AI deployments accelerate across consumer and enterprise applications, Mathivanan said.","news_type":1,"symbols_score_info":{"GOOG":2,"GOOGL":1.98}},"isVote":1,"tweetType":1,"viewCount":2090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":503900697665840,"gmtCreate":1764045942804,"gmtModify":1764045946465,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"title":"","htmlText":"Google&nbsp;","listText":"Google&nbsp;","text":"Google","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503900697665840","repostId":"503905099473672","repostType":1,"repost":{"id":503905099473672,"gmtCreate":1764043125357,"gmtModify":1764043174604,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"Maverick AI","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Is GOOG's TPU Mania The Second \"Deekseek Moment\"?","htmlText":"Over the past 48 hours, one of the biggest stories in the entire AI sector has been the explosive move in Google-related assets. <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> / <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> shares ripped higher by more than 6% in regular trading and tacked on another ~2% after-hours on reports that Meta is in talks for a massive multi-billion-dollar TPU order. Meanwhile, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> and <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> barely budged — a stark contrast to what we usually see when AI hype hits.This isn’t being driven by a single headline. It’s the culmination of several developments that are forcing the market to completely re-price the cost stru","listText":"Over the past 48 hours, one of the biggest stories in the entire AI sector has been the explosive move in Google-related assets. <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> / <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> shares ripped higher by more than 6% in regular trading and tacked on another ~2% after-hours on reports that Meta is in talks for a massive multi-billion-dollar TPU order. Meanwhile, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> and <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> barely budged — a stark contrast to what we usually see when AI hype hits.This isn’t being driven by a single headline. It’s the culmination of several developments that are forcing the market to completely re-price the cost stru","text":"Over the past 48 hours, one of the biggest stories in the entire AI sector has been the explosive move in Google-related assets. $Alphabet(GOOGL)$ / $Alphabet(GOOG)$ shares ripped higher by more than 6% in regular trading and tacked on another ~2% after-hours on reports that Meta is in talks for a massive multi-billion-dollar TPU order. Meanwhile, $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ barely budged — a stark contrast to what we usually see when AI hype hits.This isn’t being driven by a single headline. It’s the culmination of several developments that are forcing the market to completely re-price the cost stru","images":[{"img":"https://static.tigerbbs.com/2cb30737e0802874a6f94d31aa503f44"},{"img":"https://static.tigerbbs.com/79a3de9ce4e93cbc9b4377f22f7637b1"},{"img":"https://static.tigerbbs.com/14947438bade861184ce70d245f51507"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/503905099473672","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":489022332338400,"gmtCreate":1760413602381,"gmtModify":1760413606220,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"title":"","htmlText":"Sharing. Gold and silver run","listText":"Sharing. Gold and silver run","text":"Sharing. Gold and silver run","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/489022332338400","repostId":"489017727824328","repostType":1,"repost":{"id":489017727824328,"gmtCreate":1760412486620,"gmtModify":1760412503562,"author":{"id":"4185413129326452","authorId":"4185413129326452","name":"Mickey082024","avatar":"https://community-static.tradeup.com/news/69cd88df1050e4a42389cd899f89a7ec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185413129326452","authorIdStr":"4185413129326452"},"themes":[],"title":"The Next Precious Metals Boom: Why Silver Could Outperform Gold in 2025","htmlText":"<a href=\"https://ttm.financial/S/SLV\">$iShares Silver Trust(SLV)$</a> <a href=\"https://ttm.financial/S/GLD\">$SPDR Gold Shares(GLD)$</a> After the “Black Friday” market turbulence that sent shockwaves through equities last week, gold has once again stolen the spotlight — surging toward new all-time highs as safe-haven demand reignites. With rising fears of a U.S. economic slowdown, swelling geopolitical tensions, and a weakening dollar, investors have begun to pour capital back into precious metals. For months, gold has remained remarkably resilient in the face of tightening financial conditions. Now, with expectations of Federal Reserve rate cuts gaining traction and inflation proving stickier than policymakers hoped, the yellow metal is drawing renewed enthusiasm. Analysts across Wall Str","listText":"<a href=\"https://ttm.financial/S/SLV\">$iShares Silver Trust(SLV)$</a> <a href=\"https://ttm.financial/S/GLD\">$SPDR Gold Shares(GLD)$</a> After the “Black Friday” market turbulence that sent shockwaves through equities last week, gold has once again stolen the spotlight — surging toward new all-time highs as safe-haven demand reignites. With rising fears of a U.S. economic slowdown, swelling geopolitical tensions, and a weakening dollar, investors have begun to pour capital back into precious metals. For months, gold has remained remarkably resilient in the face of tightening financial conditions. Now, with expectations of Federal Reserve rate cuts gaining traction and inflation proving stickier than policymakers hoped, the yellow metal is drawing renewed enthusiasm. Analysts across Wall Str","text":"$iShares Silver Trust(SLV)$ $SPDR Gold Shares(GLD)$ After the “Black Friday” market turbulence that sent shockwaves through equities last week, gold has once again stolen the spotlight — surging toward new all-time highs as safe-haven demand reignites. With rising fears of a U.S. economic slowdown, swelling geopolitical tensions, and a weakening dollar, investors have begun to pour capital back into precious metals. For months, gold has remained remarkably resilient in the face of tightening financial conditions. Now, with expectations of Federal Reserve rate cuts gaining traction and inflation proving stickier than policymakers hoped, the yellow metal is drawing renewed enthusiasm. Analysts across Wall Str","images":[{"img":"https://community-static.tradeup.com/news/034630582922f3eac76f9ad238f6ef29","width":"657","height":"386"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/489017727824328","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":487946464399456,"gmtCreate":1760150919592,"gmtModify":1760150923522,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3579788727995257","authorIdStr":"3579788727995257"},"themes":[],"title":"","htmlText":"Baba on AI , competition&nbsp;and future world","listText":"Baba on AI , competition&nbsp;and future world","text":"Baba on AI , competition and future world","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/487946464399456","repostId":"1199643973","repostType":2,"repost":{"id":"1199643973","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1760009056,"share":"https://ttm.financial/m/news/1199643973?lang=en_US&edition=fundamental","pubTime":"2025-10-09 19:24","market":"hk","language":"en","title":"Alibaba's Joe Tsai Debates White House \"AI Czar\": China Makes Significant Progress in AI Applications, AI is Not Winner-Takes-All","url":"https://stock-news.laohu8.com/highlight/detail?id=1199643973","media":"Deep News","summary":"On October 9, at the All-In 2025 Summit, Alibaba Group co-founder and Chairman Joe Tsai shared his latest insights on US-China tech competition, Alibaba's strategic transformation, and AGI among...","content":"<p>On October 9, at the All-In 2025 Summit, Alibaba Group co-founder and Chairman Joe Tsai shared his latest insights on US-China tech competition, Alibaba's strategic transformation, and AGI among other hot topics. Tsai stated bluntly: \"AI is not a winner-takes-all field. True victory lies not in developing the most powerful AI models, but in achieving faster technological implementation and applications.\"</p>\n<p>Tsai engaged in a debate with David Sacks, dubbed the \"White House AI Czar\" and head of White House AI and cryptocurrency affairs. Sacks emphasized that the US must maintain leadership in AI and chip technologies. However, Tsai argued: \"The US should invest more resources in technology applications and popularization, rather than focusing solely on technology R&D.\"</p>\n<p>Tsai added that China actively embraces open-source principles, and many companies have launched models with moderate parameter scales, a development model more conducive to rapid technology adoption. While he did not assert that China has taken the lead in the model technology race, he stated that \"China has indeed made significant progress in practical applications.\" He concluded that AI is becoming a ubiquitous fundamental element like air, and no country would claim exclusive ownership of air.</p>\n<p>Regarding Alibaba, Tsai mentioned joining due to Jack Ma's leadership, deeply attracted by Ma's clear vision and ability to identify talent. Throughout Alibaba's 26-year development journey, Tsai witnessed Chinese companies transition from a \"free expansion period\" to a \"new normal,\" believing that today's regulatory environment is more predictable and stable.</p>\n<p>Alibaba has undergone internal transformation in recent years. Tsai revealed that after returning as board chairman, the first thing he did was tell everyone that promoting Alibaba's involvement in six different businesses to the outside world was \"too confusing.\" Tsai focused Alibaba's strategy on two core areas: e-commerce and cloud computing, deeply integrating AI into all business segments, with this focus being key to managing the company well. Currently, approximately 30% of Alibaba's code is generated by AI.</p>\n<p>Regarding AI's future, Tsai specifically mentioned Google DeepMind founder and CEO Demis Hassabis's prediction that AGI might be achieved within 5 to 10 years, but Tsai personally believes AGI still needs about 20 years to truly arrive.</p>\n<p>Beyond Alibaba, Tsai has another identity: he owns NBA team Brooklyn Nets and WNBA team New York Liberty. In the interview, he also shared business insights from operating teams and perspectives on the sports industry.</p>\n<p>Recently, the 2025 NBA China Games will be held in Macau, marking the event's restart after a 6-year hiatus. The participating teams are the Phoenix Suns and Brooklyn Nets, with the latter being Tsai's NBA team, while Alibaba Cloud also sponsors the event. On October 9, NBA China and Alibaba Group announced a multi-year partnership between NBA China and Alibaba Cloud.</p>\n<p>The All-In 2025 Summit was held from September 8-10 in the US, initiated by the well-known Silicon Valley podcast All-In. This year's summit also featured notable tech industry leaders including Elon Musk and Demis Hassabis.</p>\n<p>The following is a transcript of Tsai's interview at the All-In Summit (with team-related Q&A moved to the end):</p>\n<p>**01. Alibaba Founded 26 Years Ago, Regulatory Environment Has Entered New Normal**</p>\n<p>Host: Let's talk about Alibaba. This has been an incredible journey, with Jack Ma's story documented in books, but can you take us back to your mindset then? How did you get involved, what were you thinking, and how much risk did you take?</p>\n<p>Tsai: I was fascinated by Jack Ma's personality. People see Ma's public side, which is very charismatic. But what I saw was his ability to instill belief in people. When I walked into his apartment, there were about 12 to 15 recent college graduates, and Ma was like a teacher 10 years older than them. He was good at communication and could paint a very clear vision. That's what I truly identified with and joined for. His leadership ability was amazing.</p>\n<p>Ma himself came from a teaching background, was educated as such, and taught English at Zhejiang University. Teachers are natural leaders to some extent. Teachers must first be good communicators, and secondly, they must be able to identify talent. I think many teachers enjoy making judgments like \"this child will be very successful in the future,\" writing recommendation letters for them, doing various things. And teachers are humble enough; they are willing, even happy to see their students more successful than themselves. In the process of starting a company, you need to be able to accommodate all kinds of people who are smarter than you. This is very important.</p>\n<p>Host: There was a phase, I think around the early 2010s, when China felt like a highly free capitalist environment, with a Cambrian explosion of excellent entrepreneurs emerging, including you, Jack Ma, Pony Ma, and others. Later, things changed somewhat. Can you outline this process of change for us? I believe these changes profoundly affected foreign direct investment entering China's ecosystem. Please tell us about this journey you personally experienced, participated in, and observed.</p>\n<p>Tsai: Alibaba has been established for 26 years. I think the first 15 years were completely free market growth, where we organically built many businesses. Then we entered a phase of extreme competition. Everyone wanted to do e-commerce because if you have online traffic, e-commerce is the best way to monetize that traffic. In today's market, we have five or six very strong competitors, including ByteDance, TikTok's parent company. They're also doing e-commerce. They're not known for e-commerce, but they're one of our fiercest competitors.</p>\n<p>We went through a period of extreme competition, then the government felt the industry was somewhat off track. Competition was too intense, and some platforms showed monopolistic behavior. So more regulatory measures were introduced, some of which were actually very good, such as privacy protection and anti-monopoly measures. Now we've entered a new normal where the regulatory environment is more predictable. We know where the red lines are, what should and shouldn't be done. Actually, due to this predictability, it has created a better business environment.</p>\n<p>**02. China is a Peaceful Country, Emphasis on Education Worth Learning from by America**</p>\n<p>Host: On the geopolitical level, the US seems to constantly indoctrinate Americans to view China as an existential threat to America, that we are competitors, that we cannot cooperate and jointly lead the world toward prosperity. What's your view?</p>\n<p>Tsai: I disagree with that worldview.</p>\n<p>Host: I don't believe it either. I don't know why our only tone of dialogue has to be that we are mortal enemies.</p>\n<p>Tsai: I think I can understand why America has such thoughts. China has risen rapidly over the past 20-25 years, manufacturing has become strong, becoming an export powerhouse. Due to economic development, China has also become a tech power. America's fear is that economic strength and technological strength will translate into military strength, making it a national security issue. I understand this.</p>\n<p>But I think China and the US are the world's two largest economies. I think you need to step back and think about the problem. On one hand, you should compete with China. Hyperscale companies compete globally with Chinese internet companies. But on the other hand, there are so many conflict zones in the world. Didn't President Trump say he himself prevented seven wars? China didn't start any of them. How many years has China not started a war? I feel it's been 30-40 years. I think China participated in the Korean War, maybe the Vietnam War, but that's ancient history.</p>\n<p>If you observe the Chinese people and China's behavior, it's a very peaceful country. China cares about its own economic development and the welfare of its citizens. I think there's a lot of friction in the US-China competition process, with China feeling that America is trying to contain China and prevent China's economic rise.</p>\n<p>Host: Speaking of citizen welfare, you mentioned ByteDance. I think there are reports that ByteDance's revenue just exceeded Meta's revenue. ByteDance's core product TikTok is fundamentally different in America and China. Due to regulation and concern for citizen welfare, China's Douyin has strict regulations on content, screening, and algorithms. In America, TikTok is full of cat videos and all kinds of meaningless content, although I now notice TikTok has added a STEM section. China has that mindset and willingness to think about its citizens. I'm just curious, how should we Americans embrace more of that principle? Because this is often overlooked in the US-China confrontational atmosphere. What should we do more of that China is doing?</p>\n<p>Tsai: Education. China has a highly educated population. Talk to any Chinese parent, and they want their children to take the gaokao and enter the best universities. If they want to send their children abroad to study, their targets are Ivy League schools or Stanford. Chinese people place great emphasis on education. I think America has some structural problems, like teacher union obstacles. But China doesn't have teacher unions.</p>\n<p>**03. AI Field is Not Winner-Takes-All, US-China Still Has Broad Cooperation Space**</p>\n<p>Host: David, I'm curious how you view this issue. Are we destined to forever be in conflict with China? Or under our remarkable, dynamic President Trump's leadership, is there another path forward?</p>\n<p>David Sacks: America and China are in high-tech competition, also competing in security and economic fields. The reason is that China has become wealthy and powerful, and America doesn't tolerate peer competitors. America wants to be the strongest country. Power balance is somewhat a zero-sum game. Economics isn't, but power is. America's history is that we want to be first, we don't like having pure competitors. That's the bottom line. This is for good reason. Countries are essentially in anarchy with each other, meaning there's no higher authority above nations. If you encounter trouble in the global system, you can't dial 911. Countries place survival above all considerations, and the way to survive in the international system is to become powerful. Countries measure your power by the gap between you and the next most powerful country. 20 years ago, China wasn't seen as a threat because it wasn't wealthy and powerful, but now it is.</p>\n<p>I think this has led to a more hawkish atmosphere in Washington. I agree with parts of their view because I think it's very important for America to win the AI race. We don't want China to dominate AI or the chip field. As Americans, we want America to be the strongest country. If I were Chinese, I would want China to be the strongest country. I have no personal grudge or malice about this. But I want America to be the strongest country, and in my little field, this means winning the AI race.</p>\n<p>Tsai: May I respond?</p>\n<p>Host: Of course. Please go ahead.</p>\n<p>Tsai: I understand your feelings as a patriot wanting America to win. But regarding the AI field, I don't think there's such a thing as winning the race. It's more like a long marathon. Observing the development trends of model companies, you'll find new models leading every week, but the next week they're overtaken by other models. On the other hand, the entire AI industry hasn't yet formed a clear business model. The e-commerce business we're in has network effects market models, but I'm skeptical whether the model development field also has this winner-takes-all characteristic. I think AI is not a winner-takes-all field.</p>\n<p>In my view, true victory lies not in developing the most powerful AI models, but in achieving faster technological implementation and applications. America should invest more resources in technology applications and popularization, rather than focusing solely on technology R&D. Currently, each tech giant invests about $80 billion annually in R&D, which is a huge investment.</p>\n<p>Looking at China's development path: First, China actively embraces open-source principles; second, many companies including ours have launched models with moderate parameter scales - such as 1.7 billion and 8 billion parameter models, which are more suitable for mobile devices and laptops. This development model is more conducive to rapid technology adoption.</p>\n<p>I should clarify that I'm not asserting China has taken the lead in the model technology race, but China has indeed made significant progress in practical applications. A survey last year showed only 8% of Chinese companies applied AI technology in their business; now this proportion is approaching 50%. The speed of this application adoption is remarkable.</p>\n<p>AI is becoming a ubiquitous fundamental element like air, and no country would claim exclusive ownership of air. In critical fields like healthcare and biology, AI holds enormous potential, providing broad space for cooperation between the two countries.</p>\n<p>**04. After Returning to Alibaba, the Key is Focus**</p>\n<p>Host: Whether self-developing or adopting existing models, the most critical question is: what is AI's actual impact on business operations? How will this change hiring scale? At what levels will it have impact? What changes will it bring to efficiency and work nature? What are the specific AI application scenarios within Alibaba?</p>\n<p>Tsai: AI has indeed significantly improved our operational efficiency, correspondingly reducing manpower needs. We're trying to use AI to write quarterly financial reports, even considering using AI in analyst meetings, observing whether people can tell the difference, then we'll just lay off the entire finance department (laughs). But AI's greatest value lies in empowering consumer-side applications. We deeply integrate AI into e-commerce, maps, food delivery and other businesses, expanding user scale by improving user experience, with this impact ultimately reflected in revenue growth.</p>\n<p>Host: As more and more work is done by AI, won't demand for labor naturally decline?</p>\n<p>Tsai: We haven't announced any layoffs because of AI yet, but I keep asking our engineering department heads how much code is now written by AI. I get different answers depending on which department you ask, but I think it's probably reached 30% now.</p>\n<p>Host: Already that high?</p>\n<p>Tsai: Yes, I did a weighted average across different departments, roughly that figure.</p>\n<p>Host: Alibaba is a huge enterprise with business spanning many countries globally. How does Alibaba build corporate culture, and how do you manage massive numbers of employees, diverse needs, and various issues? How do you handle this?</p>\n<p>Tsai: Focus. Before taking over as chairman, I was actually gradually stepping back from company operations, focusing on the Brooklyn Nets. About a year and a half ago, I returned as company chairman. The first thing I did was tell everyone we can't keep saying our company is involved in six different businesses - it's too confusing. We only do two businesses: e-commerce and cloud computing, both containing AI elements, these two are our core businesses. This focus allows our team to concentrate and execute company decisions.</p>\n<p>Host: Finally, can you briefly predict the team's performance this new season?</p>\n<p>Tsai: Are you referring to the entire league, or specifically the Nets?</p>\n<p>Host: Let's talk about the Nets.</p>\n<p>Tsai: We're in a rebuilding cycle. This summer we fully utilized five first-round draft picks while retaining important draft assets for 2026. This layout already indicates our strategic direction - we'll focus on developing young players, giving them ample growth space. While this means we need to go through a growth process, this is our clear development path at this stage.</p>\n<p>**05. AGI Still Needs 20 Years to Arrive, China Doesn't Fear Superintelligence Getting Out of Control**</p>\n<p>Host: I want to follow up with a question. We just talked in the previous panel discussion that China seems to have a somewhat different view of autonomous driving technology. China is both testing autonomous driving technology but also wants to ensure related technology won't cause widespread unemployment. What exactly is China's view on autonomous driving? Tens of millions of workers make a living driving - what are their views on this? I understand some drivers in Wuhan have expressed dissatisfaction. How do the Chinese government and Chinese people view this incredible transformation of autonomous driving and its impact on employment?</p>\n<p>Tsai: I think the government fully embraces it. The Chinese government introduced the \"AI+\" policy a few weeks ago - by 2030, five years from now, they want to see 90% adoption of AI agents, devices, etc. in society. This is an official public government statement - full commitment. There really isn't much discussion about AI replacing human jobs. But overall, Chinese people have employment anxiety. China has about 10 million university graduates annually. China's youth unemployment rate, that is, the unemployment rate for the 16-24 age population, including graduate students, is 18%. Actually quite high, and Chinese people have a lot of anxiety about this.</p>\n<p>Part of the reason is economic. Although China's overall economic situation is quite good in terms of infrastructure, energy access, etc., there's currently a kind of low mood because China has experienced a real estate market decline over the past four or five years, with average housing prices falling about 30%. This is a very negative wealth effect, and this impact continues.</p>\n<p>David Sacks: Does China fear AGI? I'm talking about fear of superintelligence getting out of control. Is this a widespread fear, or just an American concern?</p>\n<p>Tsai: Government insiders don't talk much about this because they believe they can control AGI better, perhaps better than America. But there are indeed some lingering concerns. I just heard Google DeepMind founder and CEO Demis Hassabis speak, his prediction for AGI is 5 to 10 years. I think AGI might take another 20 years. The key is the word \"general.\" AI must be able to generalize and apply principles to scenarios it has never seen before.</p>\n<p>**06. Teams are Both Business and Social Institutions, NBA is Essentially a Product**</p>\n<p>Host: You own the Brooklyn Nets (NBA team) and New York Liberty (WNBA team). Operating teams must not be easy either?</p>\n<p>Tsai: Yes, not easy at all. Any professional team is both a business and a social institution - we need to keep fans happy. There are some church and state elements in this, no different from running a news organization.</p>\n<p>Host: Can we start by talking about the WNBA? Recently Caitlin Clark's season ended, causing a lot of controversy and attention. What did the WNBA do right? What did it do wrong? Did the league fulfill its responsibility to protect this star player?</p>\n<p>Tsai: Caitlin Clark undoubtedly had a huge impact on the WNBA. All metrics are rising. In her first season entering the league from college, we saw viewership, ticket sales, sponsorship revenue - almost all metrics quadrupled. Her economic impact on the league is extraordinary.</p>\n<p>Host: Indeed undeniable.</p>\n<p>Tsai: But because of her characteristics, she's a different kind of player - a point guard, relatively small, and there were questions about whether she could adapt to the league's physical confrontation, but she proved she could. Of course, there's always competition, like her rivalry with Angel Reese that started in college. Some people portray it as racial confrontation, but I think we should move beyond that and focus on the players' skills and talents themselves.</p>\n<p>Now there are more and more excellent college players in the league, like Sonia Citron, who's now a hot candidate for Rookie of the Year and broke the league's three-point shooting percentage record. If you ask what the WNBA did right, I think it was really the confluence of timing, geography, and people. But what really changed was that before the season Caitlin Clark appeared, the fan base watching ESPN basically didn't watch women's basketball. Maybe some people followed college games, but definitely not the WNBA. But now, mainstream sports fans like you all are watching the WNBA.</p>\n<p>Host: I have an observation about this. You and I are both old-school basketball fans who watched games in the '80s and '90s, watched Patrick Ewing and Charles Barkley. Currently, the WNBA has more intense physical confrontation, they're tougher. Every time LeBron jumps and gets fouled, he flops around. So maybe you can comment on LeBron, or the NBA as a \"product.\"</p>\n<p>Tsai: The NBA product is great. I think comparing the physical confrontation intensity between men's and women's leagues is unfair. Both are very physical. If you sit courtside, what you see is physical confrontation and athleticism, right? But games have other dimensions. I now serve on the NBA's \"competition committee.\" Each season, the committee makes rule adjustments to make the NBA product better. When I got the call, I thought, you want me to sit on a committee with Jason Kidd, Chris Paul, Coach K? Can my understanding of basketball really be deeper than theirs? I told NBA Commissioner Adam Silver this committee should be called the \"product committee\" because rule adjustments essentially determine the game \"product\" audiences see. For example, changing three-point line position isn't just a game rule issue, it's more a \"product design\" issue.</p>\n<p>Host: When you see the Boston Celtics make 43 three-pointers in a game, do you think that's a good product?</p>\n<p>Tsai: I think it's a great product because there are 18 different ways to make 43 three-pointers in a game.</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>Alibaba's Joe Tsai Debates White House \"AI Czar\": China Makes Significant Progress in AI Applications, AI is Not Winner-Takes-All</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba's Joe Tsai Debates White House \"AI Czar\": China Makes Significant Progress in AI Applications, AI is Not Winner-Takes-All\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2025-10-09 19:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>On October 9, at the All-In 2025 Summit, Alibaba Group co-founder and Chairman Joe Tsai shared his latest insights on US-China tech competition, Alibaba's strategic transformation, and AGI among other hot topics. Tsai stated bluntly: \"AI is not a winner-takes-all field. True victory lies not in developing the most powerful AI models, but in achieving faster technological implementation and applications.\"</p>\n<p>Tsai engaged in a debate with David Sacks, dubbed the \"White House AI Czar\" and head of White House AI and cryptocurrency affairs. Sacks emphasized that the US must maintain leadership in AI and chip technologies. However, Tsai argued: \"The US should invest more resources in technology applications and popularization, rather than focusing solely on technology R&D.\"</p>\n<p>Tsai added that China actively embraces open-source principles, and many companies have launched models with moderate parameter scales, a development model more conducive to rapid technology adoption. While he did not assert that China has taken the lead in the model technology race, he stated that \"China has indeed made significant progress in practical applications.\" He concluded that AI is becoming a ubiquitous fundamental element like air, and no country would claim exclusive ownership of air.</p>\n<p>Regarding Alibaba, Tsai mentioned joining due to Jack Ma's leadership, deeply attracted by Ma's clear vision and ability to identify talent. Throughout Alibaba's 26-year development journey, Tsai witnessed Chinese companies transition from a \"free expansion period\" to a \"new normal,\" believing that today's regulatory environment is more predictable and stable.</p>\n<p>Alibaba has undergone internal transformation in recent years. Tsai revealed that after returning as board chairman, the first thing he did was tell everyone that promoting Alibaba's involvement in six different businesses to the outside world was \"too confusing.\" Tsai focused Alibaba's strategy on two core areas: e-commerce and cloud computing, deeply integrating AI into all business segments, with this focus being key to managing the company well. Currently, approximately 30% of Alibaba's code is generated by AI.</p>\n<p>Regarding AI's future, Tsai specifically mentioned Google DeepMind founder and CEO Demis Hassabis's prediction that AGI might be achieved within 5 to 10 years, but Tsai personally believes AGI still needs about 20 years to truly arrive.</p>\n<p>Beyond Alibaba, Tsai has another identity: he owns NBA team Brooklyn Nets and WNBA team New York Liberty. In the interview, he also shared business insights from operating teams and perspectives on the sports industry.</p>\n<p>Recently, the 2025 NBA China Games will be held in Macau, marking the event's restart after a 6-year hiatus. The participating teams are the Phoenix Suns and Brooklyn Nets, with the latter being Tsai's NBA team, while Alibaba Cloud also sponsors the event. On October 9, NBA China and Alibaba Group announced a multi-year partnership between NBA China and Alibaba Cloud.</p>\n<p>The All-In 2025 Summit was held from September 8-10 in the US, initiated by the well-known Silicon Valley podcast All-In. This year's summit also featured notable tech industry leaders including Elon Musk and Demis Hassabis.</p>\n<p>The following is a transcript of Tsai's interview at the All-In Summit (with team-related Q&A moved to the end):</p>\n<p>**01. Alibaba Founded 26 Years Ago, Regulatory Environment Has Entered New Normal**</p>\n<p>Host: Let's talk about Alibaba. This has been an incredible journey, with Jack Ma's story documented in books, but can you take us back to your mindset then? How did you get involved, what were you thinking, and how much risk did you take?</p>\n<p>Tsai: I was fascinated by Jack Ma's personality. People see Ma's public side, which is very charismatic. But what I saw was his ability to instill belief in people. When I walked into his apartment, there were about 12 to 15 recent college graduates, and Ma was like a teacher 10 years older than them. He was good at communication and could paint a very clear vision. That's what I truly identified with and joined for. His leadership ability was amazing.</p>\n<p>Ma himself came from a teaching background, was educated as such, and taught English at Zhejiang University. Teachers are natural leaders to some extent. Teachers must first be good communicators, and secondly, they must be able to identify talent. I think many teachers enjoy making judgments like \"this child will be very successful in the future,\" writing recommendation letters for them, doing various things. And teachers are humble enough; they are willing, even happy to see their students more successful than themselves. In the process of starting a company, you need to be able to accommodate all kinds of people who are smarter than you. This is very important.</p>\n<p>Host: There was a phase, I think around the early 2010s, when China felt like a highly free capitalist environment, with a Cambrian explosion of excellent entrepreneurs emerging, including you, Jack Ma, Pony Ma, and others. Later, things changed somewhat. Can you outline this process of change for us? I believe these changes profoundly affected foreign direct investment entering China's ecosystem. Please tell us about this journey you personally experienced, participated in, and observed.</p>\n<p>Tsai: Alibaba has been established for 26 years. I think the first 15 years were completely free market growth, where we organically built many businesses. Then we entered a phase of extreme competition. Everyone wanted to do e-commerce because if you have online traffic, e-commerce is the best way to monetize that traffic. In today's market, we have five or six very strong competitors, including ByteDance, TikTok's parent company. They're also doing e-commerce. They're not known for e-commerce, but they're one of our fiercest competitors.</p>\n<p>We went through a period of extreme competition, then the government felt the industry was somewhat off track. Competition was too intense, and some platforms showed monopolistic behavior. So more regulatory measures were introduced, some of which were actually very good, such as privacy protection and anti-monopoly measures. Now we've entered a new normal where the regulatory environment is more predictable. We know where the red lines are, what should and shouldn't be done. Actually, due to this predictability, it has created a better business environment.</p>\n<p>**02. China is a Peaceful Country, Emphasis on Education Worth Learning from by America**</p>\n<p>Host: On the geopolitical level, the US seems to constantly indoctrinate Americans to view China as an existential threat to America, that we are competitors, that we cannot cooperate and jointly lead the world toward prosperity. What's your view?</p>\n<p>Tsai: I disagree with that worldview.</p>\n<p>Host: I don't believe it either. I don't know why our only tone of dialogue has to be that we are mortal enemies.</p>\n<p>Tsai: I think I can understand why America has such thoughts. China has risen rapidly over the past 20-25 years, manufacturing has become strong, becoming an export powerhouse. Due to economic development, China has also become a tech power. America's fear is that economic strength and technological strength will translate into military strength, making it a national security issue. I understand this.</p>\n<p>But I think China and the US are the world's two largest economies. I think you need to step back and think about the problem. On one hand, you should compete with China. Hyperscale companies compete globally with Chinese internet companies. But on the other hand, there are so many conflict zones in the world. Didn't President Trump say he himself prevented seven wars? China didn't start any of them. How many years has China not started a war? I feel it's been 30-40 years. I think China participated in the Korean War, maybe the Vietnam War, but that's ancient history.</p>\n<p>If you observe the Chinese people and China's behavior, it's a very peaceful country. China cares about its own economic development and the welfare of its citizens. I think there's a lot of friction in the US-China competition process, with China feeling that America is trying to contain China and prevent China's economic rise.</p>\n<p>Host: Speaking of citizen welfare, you mentioned ByteDance. I think there are reports that ByteDance's revenue just exceeded Meta's revenue. ByteDance's core product TikTok is fundamentally different in America and China. Due to regulation and concern for citizen welfare, China's Douyin has strict regulations on content, screening, and algorithms. In America, TikTok is full of cat videos and all kinds of meaningless content, although I now notice TikTok has added a STEM section. China has that mindset and willingness to think about its citizens. I'm just curious, how should we Americans embrace more of that principle? Because this is often overlooked in the US-China confrontational atmosphere. What should we do more of that China is doing?</p>\n<p>Tsai: Education. China has a highly educated population. Talk to any Chinese parent, and they want their children to take the gaokao and enter the best universities. If they want to send their children abroad to study, their targets are Ivy League schools or Stanford. Chinese people place great emphasis on education. I think America has some structural problems, like teacher union obstacles. But China doesn't have teacher unions.</p>\n<p>**03. AI Field is Not Winner-Takes-All, US-China Still Has Broad Cooperation Space**</p>\n<p>Host: David, I'm curious how you view this issue. Are we destined to forever be in conflict with China? Or under our remarkable, dynamic President Trump's leadership, is there another path forward?</p>\n<p>David Sacks: America and China are in high-tech competition, also competing in security and economic fields. The reason is that China has become wealthy and powerful, and America doesn't tolerate peer competitors. America wants to be the strongest country. Power balance is somewhat a zero-sum game. Economics isn't, but power is. America's history is that we want to be first, we don't like having pure competitors. That's the bottom line. This is for good reason. Countries are essentially in anarchy with each other, meaning there's no higher authority above nations. If you encounter trouble in the global system, you can't dial 911. Countries place survival above all considerations, and the way to survive in the international system is to become powerful. Countries measure your power by the gap between you and the next most powerful country. 20 years ago, China wasn't seen as a threat because it wasn't wealthy and powerful, but now it is.</p>\n<p>I think this has led to a more hawkish atmosphere in Washington. I agree with parts of their view because I think it's very important for America to win the AI race. We don't want China to dominate AI or the chip field. As Americans, we want America to be the strongest country. If I were Chinese, I would want China to be the strongest country. I have no personal grudge or malice about this. But I want America to be the strongest country, and in my little field, this means winning the AI race.</p>\n<p>Tsai: May I respond?</p>\n<p>Host: Of course. Please go ahead.</p>\n<p>Tsai: I understand your feelings as a patriot wanting America to win. But regarding the AI field, I don't think there's such a thing as winning the race. It's more like a long marathon. Observing the development trends of model companies, you'll find new models leading every week, but the next week they're overtaken by other models. On the other hand, the entire AI industry hasn't yet formed a clear business model. The e-commerce business we're in has network effects market models, but I'm skeptical whether the model development field also has this winner-takes-all characteristic. I think AI is not a winner-takes-all field.</p>\n<p>In my view, true victory lies not in developing the most powerful AI models, but in achieving faster technological implementation and applications. America should invest more resources in technology applications and popularization, rather than focusing solely on technology R&D. Currently, each tech giant invests about $80 billion annually in R&D, which is a huge investment.</p>\n<p>Looking at China's development path: First, China actively embraces open-source principles; second, many companies including ours have launched models with moderate parameter scales - such as 1.7 billion and 8 billion parameter models, which are more suitable for mobile devices and laptops. This development model is more conducive to rapid technology adoption.</p>\n<p>I should clarify that I'm not asserting China has taken the lead in the model technology race, but China has indeed made significant progress in practical applications. A survey last year showed only 8% of Chinese companies applied AI technology in their business; now this proportion is approaching 50%. The speed of this application adoption is remarkable.</p>\n<p>AI is becoming a ubiquitous fundamental element like air, and no country would claim exclusive ownership of air. In critical fields like healthcare and biology, AI holds enormous potential, providing broad space for cooperation between the two countries.</p>\n<p>**04. After Returning to Alibaba, the Key is Focus**</p>\n<p>Host: Whether self-developing or adopting existing models, the most critical question is: what is AI's actual impact on business operations? How will this change hiring scale? At what levels will it have impact? What changes will it bring to efficiency and work nature? What are the specific AI application scenarios within Alibaba?</p>\n<p>Tsai: AI has indeed significantly improved our operational efficiency, correspondingly reducing manpower needs. We're trying to use AI to write quarterly financial reports, even considering using AI in analyst meetings, observing whether people can tell the difference, then we'll just lay off the entire finance department (laughs). But AI's greatest value lies in empowering consumer-side applications. We deeply integrate AI into e-commerce, maps, food delivery and other businesses, expanding user scale by improving user experience, with this impact ultimately reflected in revenue growth.</p>\n<p>Host: As more and more work is done by AI, won't demand for labor naturally decline?</p>\n<p>Tsai: We haven't announced any layoffs because of AI yet, but I keep asking our engineering department heads how much code is now written by AI. I get different answers depending on which department you ask, but I think it's probably reached 30% now.</p>\n<p>Host: Already that high?</p>\n<p>Tsai: Yes, I did a weighted average across different departments, roughly that figure.</p>\n<p>Host: Alibaba is a huge enterprise with business spanning many countries globally. How does Alibaba build corporate culture, and how do you manage massive numbers of employees, diverse needs, and various issues? How do you handle this?</p>\n<p>Tsai: Focus. Before taking over as chairman, I was actually gradually stepping back from company operations, focusing on the Brooklyn Nets. About a year and a half ago, I returned as company chairman. The first thing I did was tell everyone we can't keep saying our company is involved in six different businesses - it's too confusing. We only do two businesses: e-commerce and cloud computing, both containing AI elements, these two are our core businesses. This focus allows our team to concentrate and execute company decisions.</p>\n<p>Host: Finally, can you briefly predict the team's performance this new season?</p>\n<p>Tsai: Are you referring to the entire league, or specifically the Nets?</p>\n<p>Host: Let's talk about the Nets.</p>\n<p>Tsai: We're in a rebuilding cycle. This summer we fully utilized five first-round draft picks while retaining important draft assets for 2026. This layout already indicates our strategic direction - we'll focus on developing young players, giving them ample growth space. While this means we need to go through a growth process, this is our clear development path at this stage.</p>\n<p>**05. AGI Still Needs 20 Years to Arrive, China Doesn't Fear Superintelligence Getting Out of Control**</p>\n<p>Host: I want to follow up with a question. We just talked in the previous panel discussion that China seems to have a somewhat different view of autonomous driving technology. China is both testing autonomous driving technology but also wants to ensure related technology won't cause widespread unemployment. What exactly is China's view on autonomous driving? Tens of millions of workers make a living driving - what are their views on this? I understand some drivers in Wuhan have expressed dissatisfaction. How do the Chinese government and Chinese people view this incredible transformation of autonomous driving and its impact on employment?</p>\n<p>Tsai: I think the government fully embraces it. The Chinese government introduced the \"AI+\" policy a few weeks ago - by 2030, five years from now, they want to see 90% adoption of AI agents, devices, etc. in society. This is an official public government statement - full commitment. There really isn't much discussion about AI replacing human jobs. But overall, Chinese people have employment anxiety. China has about 10 million university graduates annually. China's youth unemployment rate, that is, the unemployment rate for the 16-24 age population, including graduate students, is 18%. Actually quite high, and Chinese people have a lot of anxiety about this.</p>\n<p>Part of the reason is economic. Although China's overall economic situation is quite good in terms of infrastructure, energy access, etc., there's currently a kind of low mood because China has experienced a real estate market decline over the past four or five years, with average housing prices falling about 30%. This is a very negative wealth effect, and this impact continues.</p>\n<p>David Sacks: Does China fear AGI? I'm talking about fear of superintelligence getting out of control. Is this a widespread fear, or just an American concern?</p>\n<p>Tsai: Government insiders don't talk much about this because they believe they can control AGI better, perhaps better than America. But there are indeed some lingering concerns. I just heard Google DeepMind founder and CEO Demis Hassabis speak, his prediction for AGI is 5 to 10 years. I think AGI might take another 20 years. The key is the word \"general.\" AI must be able to generalize and apply principles to scenarios it has never seen before.</p>\n<p>**06. Teams are Both Business and Social Institutions, NBA is Essentially a Product**</p>\n<p>Host: You own the Brooklyn Nets (NBA team) and New York Liberty (WNBA team). Operating teams must not be easy either?</p>\n<p>Tsai: Yes, not easy at all. Any professional team is both a business and a social institution - we need to keep fans happy. There are some church and state elements in this, no different from running a news organization.</p>\n<p>Host: Can we start by talking about the WNBA? Recently Caitlin Clark's season ended, causing a lot of controversy and attention. What did the WNBA do right? What did it do wrong? Did the league fulfill its responsibility to protect this star player?</p>\n<p>Tsai: Caitlin Clark undoubtedly had a huge impact on the WNBA. All metrics are rising. In her first season entering the league from college, we saw viewership, ticket sales, sponsorship revenue - almost all metrics quadrupled. Her economic impact on the league is extraordinary.</p>\n<p>Host: Indeed undeniable.</p>\n<p>Tsai: But because of her characteristics, she's a different kind of player - a point guard, relatively small, and there were questions about whether she could adapt to the league's physical confrontation, but she proved she could. Of course, there's always competition, like her rivalry with Angel Reese that started in college. Some people portray it as racial confrontation, but I think we should move beyond that and focus on the players' skills and talents themselves.</p>\n<p>Now there are more and more excellent college players in the league, like Sonia Citron, who's now a hot candidate for Rookie of the Year and broke the league's three-point shooting percentage record. If you ask what the WNBA did right, I think it was really the confluence of timing, geography, and people. But what really changed was that before the season Caitlin Clark appeared, the fan base watching ESPN basically didn't watch women's basketball. Maybe some people followed college games, but definitely not the WNBA. But now, mainstream sports fans like you all are watching the WNBA.</p>\n<p>Host: I have an observation about this. You and I are both old-school basketball fans who watched games in the '80s and '90s, watched Patrick Ewing and Charles Barkley. Currently, the WNBA has more intense physical confrontation, they're tougher. Every time LeBron jumps and gets fouled, he flops around. So maybe you can comment on LeBron, or the NBA as a \"product.\"</p>\n<p>Tsai: The NBA product is great. I think comparing the physical confrontation intensity between men's and women's leagues is unfair. Both are very physical. If you sit courtside, what you see is physical confrontation and athleticism, right? But games have other dimensions. I now serve on the NBA's \"competition committee.\" Each season, the committee makes rule adjustments to make the NBA product better. When I got the call, I thought, you want me to sit on a committee with Jason Kidd, Chris Paul, Coach K? Can my understanding of basketball really be deeper than theirs? I told NBA Commissioner Adam Silver this committee should be called the \"product committee\" because rule adjustments essentially determine the game \"product\" audiences see. For example, changing three-point line position isn't just a game rule issue, it's more a \"product design\" issue.</p>\n<p>Host: When you see the Boston Celtics make 43 three-pointers in a game, do you think that's a good product?</p>\n<p>Tsai: I think it's a great product because there are 18 different ways to make 43 three-pointers in a game.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0261950983.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" ACC","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - 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EMERGING MARKETS EQUITY \"A\" (USD) ACC","SG9999014674.SGD":"Nikko AM All China Equity A SGD","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0359201612.USD":"贝莱德中国基金A2"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199643973","content_text":"On October 9, at the All-In 2025 Summit, Alibaba Group co-founder and Chairman Joe Tsai shared his latest insights on US-China tech competition, Alibaba's strategic transformation, and AGI among other hot topics. Tsai stated bluntly: \"AI is not a winner-takes-all field. True victory lies not in developing the most powerful AI models, but in achieving faster technological implementation and applications.\"\nTsai engaged in a debate with David Sacks, dubbed the \"White House AI Czar\" and head of White House AI and cryptocurrency affairs. Sacks emphasized that the US must maintain leadership in AI and chip technologies. However, Tsai argued: \"The US should invest more resources in technology applications and popularization, rather than focusing solely on technology R&D.\"\nTsai added that China actively embraces open-source principles, and many companies have launched models with moderate parameter scales, a development model more conducive to rapid technology adoption. While he did not assert that China has taken the lead in the model technology race, he stated that \"China has indeed made significant progress in practical applications.\" He concluded that AI is becoming a ubiquitous fundamental element like air, and no country would claim exclusive ownership of air.\nRegarding Alibaba, Tsai mentioned joining due to Jack Ma's leadership, deeply attracted by Ma's clear vision and ability to identify talent. Throughout Alibaba's 26-year development journey, Tsai witnessed Chinese companies transition from a \"free expansion period\" to a \"new normal,\" believing that today's regulatory environment is more predictable and stable.\nAlibaba has undergone internal transformation in recent years. Tsai revealed that after returning as board chairman, the first thing he did was tell everyone that promoting Alibaba's involvement in six different businesses to the outside world was \"too confusing.\" Tsai focused Alibaba's strategy on two core areas: e-commerce and cloud computing, deeply integrating AI into all business segments, with this focus being key to managing the company well. Currently, approximately 30% of Alibaba's code is generated by AI.\nRegarding AI's future, Tsai specifically mentioned Google DeepMind founder and CEO Demis Hassabis's prediction that AGI might be achieved within 5 to 10 years, but Tsai personally believes AGI still needs about 20 years to truly arrive.\nBeyond Alibaba, Tsai has another identity: he owns NBA team Brooklyn Nets and WNBA team New York Liberty. In the interview, he also shared business insights from operating teams and perspectives on the sports industry.\nRecently, the 2025 NBA China Games will be held in Macau, marking the event's restart after a 6-year hiatus. The participating teams are the Phoenix Suns and Brooklyn Nets, with the latter being Tsai's NBA team, while Alibaba Cloud also sponsors the event. On October 9, NBA China and Alibaba Group announced a multi-year partnership between NBA China and Alibaba Cloud.\nThe All-In 2025 Summit was held from September 8-10 in the US, initiated by the well-known Silicon Valley podcast All-In. This year's summit also featured notable tech industry leaders including Elon Musk and Demis Hassabis.\nThe following is a transcript of Tsai's interview at the All-In Summit (with team-related Q&A moved to the end):\n**01. Alibaba Founded 26 Years Ago, Regulatory Environment Has Entered New Normal**\nHost: Let's talk about Alibaba. This has been an incredible journey, with Jack Ma's story documented in books, but can you take us back to your mindset then? How did you get involved, what were you thinking, and how much risk did you take?\nTsai: I was fascinated by Jack Ma's personality. People see Ma's public side, which is very charismatic. But what I saw was his ability to instill belief in people. When I walked into his apartment, there were about 12 to 15 recent college graduates, and Ma was like a teacher 10 years older than them. He was good at communication and could paint a very clear vision. That's what I truly identified with and joined for. His leadership ability was amazing.\nMa himself came from a teaching background, was educated as such, and taught English at Zhejiang University. Teachers are natural leaders to some extent. Teachers must first be good communicators, and secondly, they must be able to identify talent. I think many teachers enjoy making judgments like \"this child will be very successful in the future,\" writing recommendation letters for them, doing various things. And teachers are humble enough; they are willing, even happy to see their students more successful than themselves. In the process of starting a company, you need to be able to accommodate all kinds of people who are smarter than you. This is very important.\nHost: There was a phase, I think around the early 2010s, when China felt like a highly free capitalist environment, with a Cambrian explosion of excellent entrepreneurs emerging, including you, Jack Ma, Pony Ma, and others. Later, things changed somewhat. Can you outline this process of change for us? I believe these changes profoundly affected foreign direct investment entering China's ecosystem. Please tell us about this journey you personally experienced, participated in, and observed.\nTsai: Alibaba has been established for 26 years. I think the first 15 years were completely free market growth, where we organically built many businesses. Then we entered a phase of extreme competition. Everyone wanted to do e-commerce because if you have online traffic, e-commerce is the best way to monetize that traffic. In today's market, we have five or six very strong competitors, including ByteDance, TikTok's parent company. They're also doing e-commerce. They're not known for e-commerce, but they're one of our fiercest competitors.\nWe went through a period of extreme competition, then the government felt the industry was somewhat off track. Competition was too intense, and some platforms showed monopolistic behavior. So more regulatory measures were introduced, some of which were actually very good, such as privacy protection and anti-monopoly measures. Now we've entered a new normal where the regulatory environment is more predictable. We know where the red lines are, what should and shouldn't be done. Actually, due to this predictability, it has created a better business environment.\n**02. China is a Peaceful Country, Emphasis on Education Worth Learning from by America**\nHost: On the geopolitical level, the US seems to constantly indoctrinate Americans to view China as an existential threat to America, that we are competitors, that we cannot cooperate and jointly lead the world toward prosperity. What's your view?\nTsai: I disagree with that worldview.\nHost: I don't believe it either. I don't know why our only tone of dialogue has to be that we are mortal enemies.\nTsai: I think I can understand why America has such thoughts. China has risen rapidly over the past 20-25 years, manufacturing has become strong, becoming an export powerhouse. Due to economic development, China has also become a tech power. America's fear is that economic strength and technological strength will translate into military strength, making it a national security issue. I understand this.\nBut I think China and the US are the world's two largest economies. I think you need to step back and think about the problem. On one hand, you should compete with China. Hyperscale companies compete globally with Chinese internet companies. But on the other hand, there are so many conflict zones in the world. Didn't President Trump say he himself prevented seven wars? China didn't start any of them. How many years has China not started a war? I feel it's been 30-40 years. I think China participated in the Korean War, maybe the Vietnam War, but that's ancient history.\nIf you observe the Chinese people and China's behavior, it's a very peaceful country. China cares about its own economic development and the welfare of its citizens. I think there's a lot of friction in the US-China competition process, with China feeling that America is trying to contain China and prevent China's economic rise.\nHost: Speaking of citizen welfare, you mentioned ByteDance. I think there are reports that ByteDance's revenue just exceeded Meta's revenue. ByteDance's core product TikTok is fundamentally different in America and China. Due to regulation and concern for citizen welfare, China's Douyin has strict regulations on content, screening, and algorithms. In America, TikTok is full of cat videos and all kinds of meaningless content, although I now notice TikTok has added a STEM section. China has that mindset and willingness to think about its citizens. I'm just curious, how should we Americans embrace more of that principle? Because this is often overlooked in the US-China confrontational atmosphere. What should we do more of that China is doing?\nTsai: Education. China has a highly educated population. Talk to any Chinese parent, and they want their children to take the gaokao and enter the best universities. If they want to send their children abroad to study, their targets are Ivy League schools or Stanford. Chinese people place great emphasis on education. I think America has some structural problems, like teacher union obstacles. But China doesn't have teacher unions.\n**03. AI Field is Not Winner-Takes-All, US-China Still Has Broad Cooperation Space**\nHost: David, I'm curious how you view this issue. Are we destined to forever be in conflict with China? Or under our remarkable, dynamic President Trump's leadership, is there another path forward?\nDavid Sacks: America and China are in high-tech competition, also competing in security and economic fields. The reason is that China has become wealthy and powerful, and America doesn't tolerate peer competitors. America wants to be the strongest country. Power balance is somewhat a zero-sum game. Economics isn't, but power is. America's history is that we want to be first, we don't like having pure competitors. That's the bottom line. This is for good reason. Countries are essentially in anarchy with each other, meaning there's no higher authority above nations. If you encounter trouble in the global system, you can't dial 911. Countries place survival above all considerations, and the way to survive in the international system is to become powerful. Countries measure your power by the gap between you and the next most powerful country. 20 years ago, China wasn't seen as a threat because it wasn't wealthy and powerful, but now it is.\nI think this has led to a more hawkish atmosphere in Washington. I agree with parts of their view because I think it's very important for America to win the AI race. We don't want China to dominate AI or the chip field. As Americans, we want America to be the strongest country. If I were Chinese, I would want China to be the strongest country. I have no personal grudge or malice about this. But I want America to be the strongest country, and in my little field, this means winning the AI race.\nTsai: May I respond?\nHost: Of course. Please go ahead.\nTsai: I understand your feelings as a patriot wanting America to win. But regarding the AI field, I don't think there's such a thing as winning the race. It's more like a long marathon. Observing the development trends of model companies, you'll find new models leading every week, but the next week they're overtaken by other models. On the other hand, the entire AI industry hasn't yet formed a clear business model. The e-commerce business we're in has network effects market models, but I'm skeptical whether the model development field also has this winner-takes-all characteristic. I think AI is not a winner-takes-all field.\nIn my view, true victory lies not in developing the most powerful AI models, but in achieving faster technological implementation and applications. America should invest more resources in technology applications and popularization, rather than focusing solely on technology R&D. Currently, each tech giant invests about $80 billion annually in R&D, which is a huge investment.\nLooking at China's development path: First, China actively embraces open-source principles; second, many companies including ours have launched models with moderate parameter scales - such as 1.7 billion and 8 billion parameter models, which are more suitable for mobile devices and laptops. This development model is more conducive to rapid technology adoption.\nI should clarify that I'm not asserting China has taken the lead in the model technology race, but China has indeed made significant progress in practical applications. A survey last year showed only 8% of Chinese companies applied AI technology in their business; now this proportion is approaching 50%. The speed of this application adoption is remarkable.\nAI is becoming a ubiquitous fundamental element like air, and no country would claim exclusive ownership of air. In critical fields like healthcare and biology, AI holds enormous potential, providing broad space for cooperation between the two countries.\n**04. After Returning to Alibaba, the Key is Focus**\nHost: Whether self-developing or adopting existing models, the most critical question is: what is AI's actual impact on business operations? How will this change hiring scale? At what levels will it have impact? What changes will it bring to efficiency and work nature? What are the specific AI application scenarios within Alibaba?\nTsai: AI has indeed significantly improved our operational efficiency, correspondingly reducing manpower needs. We're trying to use AI to write quarterly financial reports, even considering using AI in analyst meetings, observing whether people can tell the difference, then we'll just lay off the entire finance department (laughs). But AI's greatest value lies in empowering consumer-side applications. We deeply integrate AI into e-commerce, maps, food delivery and other businesses, expanding user scale by improving user experience, with this impact ultimately reflected in revenue growth.\nHost: As more and more work is done by AI, won't demand for labor naturally decline?\nTsai: We haven't announced any layoffs because of AI yet, but I keep asking our engineering department heads how much code is now written by AI. I get different answers depending on which department you ask, but I think it's probably reached 30% now.\nHost: Already that high?\nTsai: Yes, I did a weighted average across different departments, roughly that figure.\nHost: Alibaba is a huge enterprise with business spanning many countries globally. How does Alibaba build corporate culture, and how do you manage massive numbers of employees, diverse needs, and various issues? How do you handle this?\nTsai: Focus. Before taking over as chairman, I was actually gradually stepping back from company operations, focusing on the Brooklyn Nets. About a year and a half ago, I returned as company chairman. The first thing I did was tell everyone we can't keep saying our company is involved in six different businesses - it's too confusing. We only do two businesses: e-commerce and cloud computing, both containing AI elements, these two are our core businesses. This focus allows our team to concentrate and execute company decisions.\nHost: Finally, can you briefly predict the team's performance this new season?\nTsai: Are you referring to the entire league, or specifically the Nets?\nHost: Let's talk about the Nets.\nTsai: We're in a rebuilding cycle. This summer we fully utilized five first-round draft picks while retaining important draft assets for 2026. This layout already indicates our strategic direction - we'll focus on developing young players, giving them ample growth space. While this means we need to go through a growth process, this is our clear development path at this stage.\n**05. AGI Still Needs 20 Years to Arrive, China Doesn't Fear Superintelligence Getting Out of Control**\nHost: I want to follow up with a question. We just talked in the previous panel discussion that China seems to have a somewhat different view of autonomous driving technology. China is both testing autonomous driving technology but also wants to ensure related technology won't cause widespread unemployment. What exactly is China's view on autonomous driving? Tens of millions of workers make a living driving - what are their views on this? I understand some drivers in Wuhan have expressed dissatisfaction. How do the Chinese government and Chinese people view this incredible transformation of autonomous driving and its impact on employment?\nTsai: I think the government fully embraces it. The Chinese government introduced the \"AI+\" policy a few weeks ago - by 2030, five years from now, they want to see 90% adoption of AI agents, devices, etc. in society. This is an official public government statement - full commitment. There really isn't much discussion about AI replacing human jobs. But overall, Chinese people have employment anxiety. China has about 10 million university graduates annually. China's youth unemployment rate, that is, the unemployment rate for the 16-24 age population, including graduate students, is 18%. Actually quite high, and Chinese people have a lot of anxiety about this.\nPart of the reason is economic. Although China's overall economic situation is quite good in terms of infrastructure, energy access, etc., there's currently a kind of low mood because China has experienced a real estate market decline over the past four or five years, with average housing prices falling about 30%. This is a very negative wealth effect, and this impact continues.\nDavid Sacks: Does China fear AGI? I'm talking about fear of superintelligence getting out of control. Is this a widespread fear, or just an American concern?\nTsai: Government insiders don't talk much about this because they believe they can control AGI better, perhaps better than America. But there are indeed some lingering concerns. I just heard Google DeepMind founder and CEO Demis Hassabis speak, his prediction for AGI is 5 to 10 years. I think AGI might take another 20 years. The key is the word \"general.\" AI must be able to generalize and apply principles to scenarios it has never seen before.\n**06. Teams are Both Business and Social Institutions, NBA is Essentially a Product**\nHost: You own the Brooklyn Nets (NBA team) and New York Liberty (WNBA team). Operating teams must not be easy either?\nTsai: Yes, not easy at all. Any professional team is both a business and a social institution - we need to keep fans happy. There are some church and state elements in this, no different from running a news organization.\nHost: Can we start by talking about the WNBA? Recently Caitlin Clark's season ended, causing a lot of controversy and attention. What did the WNBA do right? What did it do wrong? Did the league fulfill its responsibility to protect this star player?\nTsai: Caitlin Clark undoubtedly had a huge impact on the WNBA. All metrics are rising. In her first season entering the league from college, we saw viewership, ticket sales, sponsorship revenue - almost all metrics quadrupled. Her economic impact on the league is extraordinary.\nHost: Indeed undeniable.\nTsai: But because of her characteristics, she's a different kind of player - a point guard, relatively small, and there were questions about whether she could adapt to the league's physical confrontation, but she proved she could. Of course, there's always competition, like her rivalry with Angel Reese that started in college. Some people portray it as racial confrontation, but I think we should move beyond that and focus on the players' skills and talents themselves.\nNow there are more and more excellent college players in the league, like Sonia Citron, who's now a hot candidate for Rookie of the Year and broke the league's three-point shooting percentage record. If you ask what the WNBA did right, I think it was really the confluence of timing, geography, and people. But what really changed was that before the season Caitlin Clark appeared, the fan base watching ESPN basically didn't watch women's basketball. Maybe some people followed college games, but definitely not the WNBA. But now, mainstream sports fans like you all are watching the WNBA.\nHost: I have an observation about this. You and I are both old-school basketball fans who watched games in the '80s and '90s, watched Patrick Ewing and Charles Barkley. Currently, the WNBA has more intense physical confrontation, they're tougher. Every time LeBron jumps and gets fouled, he flops around. So maybe you can comment on LeBron, or the NBA as a \"product.\"\nTsai: The NBA product is great. I think comparing the physical confrontation intensity between men's and women's leagues is unfair. Both are very physical. If you sit courtside, what you see is physical confrontation and athleticism, right? But games have other dimensions. I now serve on the NBA's \"competition committee.\" Each season, the committee makes rule adjustments to make the NBA product better. When I got the call, I thought, you want me to sit on a committee with Jason Kidd, Chris Paul, Coach K? Can my understanding of basketball really be deeper than theirs? I told NBA Commissioner Adam Silver this committee should be called the \"product committee\" because rule adjustments essentially determine the game \"product\" audiences see. For example, changing three-point line position isn't just a game rule issue, it's more a \"product design\" issue.\nHost: When you see the Boston Celtics make 43 three-pointers in a game, do you think that's a good product?\nTsai: I think it's a great product because there are 18 different ways to make 43 three-pointers in a game.","news_type":1,"symbols_score_info":{"89988":1,"HBBD.SI":1,"09988":1,"BABA":1,"ALBmain":1}},"isVote":1,"tweetType":1,"viewCount":2303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9095321739,"gmtCreate":1644831549956,"gmtModify":1676533965876,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095321739","repostId":"1156270518","repostType":2,"repost":{"id":"1156270518","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":1644829934,"share":"https://ttm.financial/m/news/1156270518?lang=en_US&edition=fundamental","pubTime":"2022-02-14 17:12","market":"us","language":"en","title":"Vaccine Stocks Slipped in Premarket Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1156270518","media":"Tiger Newspress","summary":"Novavax, Moderna, BioNTech, and Pfizer fell between 1% and 5%.","content":"<html><head></head><body><p>Novavax, Moderna, BioNTech, and Pfizer fell between 1% and 5%.</p><p><img src=\"https://static.tigerbbs.com/fee74f1e9f7493e81a0a1c1d3630c332\" tg-width=\"701\" tg-height=\"612\" width=\"100%\" height=\"auto\"/></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>Vaccine Stocks Slipped in Premarket Trading</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; 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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\">\nVaccine Stocks Slipped in Premarket Trading\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\">2022-02-14 17:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Novavax, Moderna, BioNTech, and Pfizer fell between 1% and 5%.</p><p><img src=\"https://static.tigerbbs.com/fee74f1e9f7493e81a0a1c1d3630c332\" tg-width=\"701\" tg-height=\"612\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药","MRNA":"Moderna, Inc.","BNTX":"BioNTech SE","PFE":"辉瑞"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156270518","content_text":"Novavax, Moderna, BioNTech, and Pfizer fell between 1% and 5%.","news_type":1,"symbols_score_info":{"BNTX":0.9,"NVAX":0.9,"PFE":0.9,"MRNA":0.9}},"isVote":1,"tweetType":1,"viewCount":1215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091733835,"gmtCreate":1643938651985,"gmtModify":1676533874061,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"title":"","htmlText":"Buy","listText":"Buy","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091733835","repostId":"2208431531","repostType":4,"isVote":1,"tweetType":1,"viewCount":1160,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572005609122539","authorId":"3572005609122539","name":"ngchris","avatar":"https://static.tigerbbs.com/76fa13deb76ef9b61305ed927b5c3290","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3572005609122539","idStr":"3572005609122539"},"content":"is this the beginning or the end of the fall?","text":"is this the beginning or the end of the fall?","html":"is this the beginning or the end of the fall?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091823550,"gmtCreate":1643843352277,"gmtModify":1676533861418,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"title":"","htmlText":"Why","listText":"Why","text":"Why","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091823550","repostId":"2208364488","repostType":2,"isVote":1,"tweetType":1,"viewCount":1002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9004184697,"gmtCreate":1642543136046,"gmtModify":1676533719628,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"title":"","htmlText":"Gaming is resession proof","listText":"Gaming is resession proof","text":"Gaming is resession proof","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004184697","repostId":"1149966362","repostType":4,"repost":{"id":"1149966362","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":1642512559,"share":"https://ttm.financial/m/news/1149966362?lang=en_US&edition=fundamental","pubTime":"2022-01-18 21:29","market":"us","language":"en","title":"Microsoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln","url":"https://stock-news.laohu8.com/highlight/detail?id=1149966362","media":"Tiger Newspress","summary":"Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game develop","content":"<html><head></head><body><p>Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.</p><p>Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.</p><p>Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.</p><p>The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.</p><p>The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.</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>Microsoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln</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\">\nMicrosoft to acquire Activision Blizzard in all-cash deal valued at $68.7 bln\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\">2022-01-18 21:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.</p><p>Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.</p><p>Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.</p><p>The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.</p><p>The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149966362","content_text":"Today, Microsoft Corp. announced plans to acquire Activision Blizzard Inc., a leader in game development and interactive entertainment content publisher. This acquisition will accelerate the growth in Microsoft’s gaming business across mobile, PC, console and cloud and will provide building blocks for the metaverse.Microsoft will acquire Activision Blizzard for $95.00 per share, in an all-cash transaction valued at $68.7 billion, inclusive of Activision Blizzard’s net cash. When the transaction closes, Microsoft will become the world’s third-largest gaming company by revenue, behind Tencent and Sony. The planned acquisition includes iconic franchises from the Activision, Blizzard and King studios like “Warcraft,” “Diablo,” “Overwatch,” “Call of Duty” and “Candy Crush,” in addition to global eSports activities through Major League Gaming. The company has studios around the word with nearly 10,000 employees.Bobby Kotick will continue to serve as CEO of Activision Blizzard, and he and his team will maintain their focus on driving efforts to further strengthen the company’s culture and accelerate business growth. Once the deal closes, the Activision Blizzard business will report to Phil Spencer, CEO, Microsoft Gaming.The acquisition also bolsters Microsoft’s Game Pass portfolio with plans to launch Activision Blizzard games into Game Pass, which has reached a new milestone of over 25 million subscribers. With Activision Blizzard’s nearly 400 million monthly active players in 190 countries and three billion-dollar franchises, this acquisition will make Game Pass one of the most compelling and diverse lineups of gaming content in the industry. Upon close, Microsoft will have 30 internal game development studios, along with additional publishing and esports production capabilities.The transaction is subject to customary closing conditions and completion of regulatory review and Activision Blizzard’s shareholder approval. The deal is expected to close in fiscal year 2023 and will be accretive to non-GAAP earnings per share upon close. The transaction has been approved by the boards of directors of both Microsoft and Activision Blizzard.","news_type":1,"symbols_score_info":{"MSFT":0.9,"ATVI":0.9}},"isVote":1,"tweetType":1,"viewCount":1622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9063499624,"gmtCreate":1651503374371,"gmtModify":1676534917310,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"title":"","htmlText":"Love it. Big on oil.","listText":"Love it. Big on oil.","text":"Love it. Big on oil.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063499624","repostId":"2232712364","repostType":2,"repost":{"id":"2232712364","kind":"highlight","pubTimestamp":1651502479,"share":"https://ttm.financial/m/news/2232712364?lang=en_US&edition=fundamental","pubTime":"2022-05-02 22:41","market":"us","language":"en","title":"Warren Buffett Just Made an Even Bigger Bet on Oil Prices","url":"https://stock-news.laohu8.com/highlight/detail?id=2232712364","media":"Motley Fool","summary":"Chevron is now a top-three position for Berkshire, bigger than American Express and Coca-Cola.","content":"<div>\n<p>In the middle of the first quarter, Warren Buffett's company, Berkshire Hathaway, had to disclose it had made a large bet on Occidental Petroleum. That's because the giant Buffett conglomerate had ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/02/buffett-just-made-an-even-bigger-bet-on-oil-prices/\">Source Link</a>\n\n</div>\n","source":"fool_stock","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>Warren Buffett Just Made an Even Bigger Bet on Oil Prices</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\">\nWarren Buffett Just Made an Even Bigger Bet on Oil Prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-02 22:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/05/02/buffett-just-made-an-even-bigger-bet-on-oil-prices/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In the middle of the first quarter, Warren Buffett's company, Berkshire Hathaway, had to disclose it had made a large bet on Occidental Petroleum. That's because the giant Buffett conglomerate had ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/05/02/buffett-just-made-an-even-bigger-bet-on-oil-prices/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","CVX":"雪佛龙","OXY":"西方石油","BRK.B":"伯克希尔B"},"source_url":"https://www.fool.com/investing/2022/05/02/buffett-just-made-an-even-bigger-bet-on-oil-prices/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2232712364","content_text":"In the middle of the first quarter, Warren Buffett's company, Berkshire Hathaway, had to disclose it had made a large bet on Occidental Petroleum. That's because the giant Buffett conglomerate had taken a stake that exceeded 10% of Occidental's stock, prompting a disclosure.That purchase in Occidental, which seemed like a leveraged bet on higher oil prices, appeared to indicate Buffett was bullish on oil prices following Russia's invasion of Ukraine. But it also could have been for factors specific to Occidental.It turns out that Buffett was making an even more massive bet on oil prices at the time, the full extent of which he didn't have to disclose until now.Chevron is now a top-three position for Berkshire, ahead of AmEx and CokeWhile Berkshire had to disclose its position in Occidental, it didn't have to do so for a huge increase in its position in Chevron (CVX -3.16%). Because Chevron is a much larger overall company, Berkshire was able to increase its share of the company from 2% at the end of the fourth quarter of 2021 to 8.9% by the end of the first quarter of 2022.Thanks to rising oil prices and Chevron's rising price, the stake has now overtaken famous longtime Buffett holdings American Express and Coca-Cola in terms of size. At today's prices, Chevron now makes up 7.7% of Berkshire's $353 billion portfolio, its third-largest position, behind Apple in first and Bank of America.When combined with Occidental's 2.1% allocation, Buffett has now bet 9.8% of Berkshire's public equity portfolio on these two oil and gas producers. That's more than double the relative allocation to energy in the S&P 500, at just 3.86%.Image source: Getty Images.Ukraine and the \"casino\" of Wall Street enabled the purchaseBuffett has been somewhat bullish on the oil and gas sector over the past two years, purchasing its initial Chevron stake in late 2020 and acquiring the natural gas assets from Dominion Energy (D -2.66%) in mid-2020. These followed a preferred-stock investment in Occidental in 2019, which helped fund the company's acquisition of Anadarko.Buffett probably liked the prices at which he could buy these assets. Investors focused on environmental, social, and governance (ESG) issues eschew traditional energy stocks, and exploration and production companies have limited their investments over the past decade of low energy prices. So the traditional energy sector had likely become the type of value investment Buffett seeks.Given the aggressive pace of the purchases, it appears Russia's invasion of Ukraine stimulated Buffett's decision to act big and act quickly. Berkshire normally can't buy that much stock that quickly even if it wanted to, because it buys stock in such large size.However, Buffett lamented the more \"casino-like\" nature of modern markets that enabled Berkshire to buy such a big stake so quickly. Since a large chunk of Occidental is locked up in index funds, Buffett was even more surprised he could buy so much of the company in such a short time. While it was good for Berkshire, Buffett lamented the fact that the purchase was even possible. Speaking to CNBC at Berkshire's annual shareholders meeting on Saturday, he said:That's not investment. You're not buying from [investors]. I find it just incredible. You couldn't do that with Berkshire. ... Overwhelmingly, large companies in America, they became poker chips. ... That enabled us, in a two-week period, to buy 14% of a business that's been around for decades. ... Imagine trying to [buy] 14% of the farms in this country, 14% of the apartment houses, 14% of the auto dealerships, or just anything, when already 40% were locked up some other place. It defies anything Charlie and I have seen, and we've seen a lot.Is the oil trading over, or just getting started?Some might think Berkshire may be buying oil stocks near the top of the energy market. After all, oil prices have doubled since the beginning of 2021, and Buffett was buying on the way up. Moreover, there are now widespread fears about a recession later this year or next year, which could hurt oil demand. The U.S. rig count is also rising, which should bring supply on line later this year, and the government is even releasing 1 million barrels of oil per day for the next six months from the Strategic Petroleum Reserve.On the other hand, Europe is now contemplating a quicker-than-expected embargo of Russian oil due to its atrocities in Ukraine. Moreover, the COVID-19 lockdowns in China could lift in the near future, at about the same time as the summer highway-travel season in the U.S. So there is also a case to be made that oil could be in for further gains (or at least stability at these high levels) for the foreseeable future.In any case, Buffett tends to take a longer-term view of these things. More likely, he sees a structural supply shortfall over the next decade, and sees the high dividends from oil companies as durable. As a justification for his initial preferred-stock financing of Occidental back in 2019, he admitted the financing was a bet on higher oil prices over the long term. Given an even more favorable setup today, that view likely hasn't changed.Individual investors should make their own decisions about their allocation to traditional energy. However, the transition to clean energy won't happen overnight. As long as the world uses fossil fuels, there will be a need for traditional energy companies. Those without any exposure should take note of Buffett's recent bet.","news_type":1,"symbols_score_info":{"BRK.A":0.9,"OXY":0.9,"JE":1,"CVX":0.9,"BRK.B":0.9}},"isVote":1,"tweetType":1,"viewCount":1269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9083154037,"gmtCreate":1650082178545,"gmtModify":1676534644252,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"title":"","htmlText":"Counter the bid by making the deal costly&nbsp;","listText":"Counter the bid by making the deal costly&nbsp;","text":"Counter the bid by making the deal costly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083154037","repostId":"2227638600","repostType":4,"isVote":1,"tweetType":1,"viewCount":1533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099401872,"gmtCreate":1643405428537,"gmtModify":1676533816219,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099401872","repostId":"1175743992","repostType":4,"repost":{"id":"1175743992","kind":"news","pubTimestamp":1643382994,"share":"https://ttm.financial/m/news/1175743992?lang=en_US&edition=fundamental","pubTime":"2022-01-28 23:16","market":"us","language":"en","title":"7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022","url":"https://stock-news.laohu8.com/highlight/detail?id=1175743992","media":"InvestorPlace","summary":"Tech stocks, including most big tech names, have been performing very badly in the first few weeks o","content":"<div>\n<p>Tech stocks, including most big tech names, have been performing very badly in the first few weeks of this year. The Nasdaq 100, which is made up primarily of large tech companies, has tumbled 13% in ...</p>\n\n<a href=\"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/\">Source Link</a>\n\n</div>\n","source":"lsy1606302653667","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>7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022</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\">\n7 Big Tech Stocks Likely to Outperform the Nasdaq in 2022\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-28 23:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech stocks, including most big tech names, have been performing very badly in the first few weeks of this year. The Nasdaq 100, which is made up primarily of large tech companies, has tumbled 13% in ...</p>\n\n<a href=\"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","PYPL":"PayPal","CIEN":"Ciena科技","PANW":"Palo Alto Networks","TSM":"台积电","IBM":"IBM","GOOG":"谷歌"},"source_url":"https://investorplace.com/2022/01/7-big-tech-stocks-likely-to-outperform-the-nasdaq-in-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175743992","content_text":"Tech stocks, including most big tech names, have been performing very badly in the first few weeks of this year. The Nasdaq 100, which is made up primarily of large tech companies, has tumbled 13% in 2022 so far.But investors who follow a few principles when it comes to buying large tech stocks can easily outperform the Nasdaq and the Nasdaq 100, while making significant profits this year.First of all, with the Street very bearish on unprofitable and high-valuation firms in this elevated inflation, rising interest rate environment, medium-term investors should only buy the shares of large tech companies that are firmly in the black. Secondly, with very few exceptions, they should avoid the shares of companies seen as pandemic plays.Also importantly, tech stocks that are in the sectors viewed relatively optimistically by Wall Street should be emphasized. Among these are IT security, the cloud, semiconductors and fiber optics.With this in mind, here are seven big tech stock likely to outperform the Nasdaq this year:IBM(NYSE:IBM)Microsoft(NASDAQ:MSFT)Palo Alto Networks(NASDAQ:PANW)Alphabet(NASDAQ:GOOG, NASDAQ:GOOGL)Taiwan Semiconductor(NYSE:TSM)PayPal(NASDAQ:PYPL)Ciena(NYSE:CIEN)Tech Stocks to Beat the Nasdaq: IBM (IBM)This “old tech” stock has all of the characteristics that I outlined in this column’s introduction. It’s definitely profitable, as analysts on average expect its 2022 earnings per shareto come in at nearly $10. And, trading at about 13 times that $10 estimate, it’s certainly cheap. Finally, IBM is heavily involved in the cloud.More specifically,as I pointed out in a December 2021 column, IBM CEO Arvind Krishna has adopted a hybrid cloud strategy, which involves marketing the conglomerate’s “software tools that connect multiple public clouds to companies’ on-premise data centers and edge environments.” With many businesses very concerned about cloud outages, that should be a winning strategy this year.Additionally, IBM’s spinoff of its less profitable businesses, completed in November, should greatly boost the valuation of IBM stock.Finally, Krishna is widely viewed as doing a good job so far, and the company does not face significant regulatory headwinds.Microsoft (MSFT)The second-largest cloud infrastructure provider, Microsoft is very well-positioned to benefit from the technology’s growth his year. Specifically, well-respected research firm Gartner predicts that cloud spending will grow to $482 billion this year, versus $313 billion in 2020.Indeed, with the work-from-home trend staying stronger than many had expected, the cloud is going to stay critical for the foreseeable future.Microsoft has a reasonable valuation (after its recent pullback, MSFT stock is changing hands for less than 32 times analysts’ average 2022 earnings per share (EPS) estimate). Meanwhile, like IBM, it definitely is quite profitable, and it’s unlikely to face any difficult regulatory challenges in 2022.Also like IBM, the company is poised to continue getting a lift from the work-from-home trend. Not only will Microsoft’s cloud unit be boosted by that trend, but its Windows business should continue to be lifted as more work-from-home employees upgrade their home computer hardware and software.Tech Stocks to Beat the Nasdaq: Palo Alto Networks (PANW)One of the world’s premiere cybersecurity companies, Palo Alto is often on “the short lists” of major IT security deals. And given the multiple huge cyberattacks that major companies and governments have absorbed in recent years, cybersecurity is becoming more crucial than ever. Also likely to increase cybersecurity companies’ top and bottom lines is the ever-accelerating Internet of Things trend, including the rise of connected cars.Importantly, with the federal government continuing to rapidly increase its spending on cybersecurity initiatives, the company has a substantial federal IT security business. What’s more, as artificial intelligence is becoming much more important in the sector, Palo Alto is quickly increasing its utilization of the technology.Analysts expect the IT security giant to generate EPS of $7.23 this year, up from $6.14 in 2021. PANW stock is changing hands for 67 times the mean 2022 EPS estimate. That sounds high, but it’s actually fairly low for the hot cybersecurity sector.Alphabet (GOOG, GOOGL)With its highly profitable search ad business that’s seemingly impervious to recession, the pandemic, the recovery from the pandemic, Apple’s (NASDAQ:AAPL) new privacy rules and inflation, Alphabet has become a FAANG favorite on the Street.In Q3 2021, the company’s profit rose by a huge 66% year-over-year to an incredible $19 billion, while its ad revenue climbed 43% YoY.Alphabet has been cutting its costs, and 2022 could be the year when its Waymo self-driving unit starts really putting its tremendous commercial potential on display. The unit intends to launch multiple pilots in Texas with its partner, logistics firmJB Hunt(NASDAQ:JBHT), this year.JMP Securities analyst Andrew Boone told The New York Times that “it just appears that the company is immune to the impact” of government regulations. The company’s financial help for the Democratic Party will probably help it avoid any tough penalties from Washington.Tech Stocks to Beat the Nasdaq: Taiwan Semiconductors (TSM)Benefitting from the incredibly strong demand for chips, the company recently reported higher-than-expectedQ4 EPS, which represented an all-time high for Taiwan Semiconductor. In Q1, the chip giant expects its operating profit margin to come in at 42%-44%.With the chip shortage still going strong and Taiwan Semiconductorinvesting heavily in expanding its capacity, the company should continue to benefit from incredibly strong demand for its products for a long time. That’s especially true since it makes top-notch chips for which there is exceptionally strong demand.TSM stock is down 1.4% year to date and down 14.5% since Jan. 14, creating a very good entry point.According to Marketwatch, the shares are trading at an undemanding price-earnings ratio of 29.PayPal (PYPL)PayPal is not in one of the sectors currently favored by Wall Street, and some see its sector, fintech, as a pandemic play.Nonetheless, the company is the top name in the fintech space, which is still expected to grow at a very healthy compound annual growth rate of 24%from 2022 to 2027. As I pointed out in a previous column, PayPal has a tremendous first-mover advantage in the sector, with 400 million customers and “5 billion transactions plus a quarter.”PayPal’s 2021 EPSis expected by analysts, on average, to be a robust $3.48, and its 2022 EPS is expected to climb to $3.97.Considering all of these positive points, its forward price/earnings ratio of 33, based on analysts’ average 2022 revenue estimate, is a steal.Tech Stocks to Beat the Nasdaq: Ciena (CIEN)Benefiting from the rollout of 5G, CIEN stock is still up 21% over the past three months despite the tech pullback.In a Jan. 11 note to investors, Bank of America wrote that“networking is back.” In the same note, the firm raised its price target on CIEN stock to $91 from $83.In Ciena’s fiscal Q4 that ended in October, its revenue jumped 26% YoY to $1.04billion, and its EPS came in at 85 cents. And in very good news for the company’s shareholders, its board authorized $1 billion of stock repurchases. Impressively, its backlog reached $2.2 billion as of the end of October, up from $1 billion during the same period a year earlier.Ciena’s CEO, Gary Smith, toldBarron’sthat it was benefiting from prolific orders by both telecom carriers and companies in the cloud sector.","news_type":1,"symbols_score_info":{"GOOG":0.9,"MSFT":0.9,"CIEN":0.9,"PANW":0.9,"IBM":0.9,"TSM":0.9,"PYPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9089968093,"gmtCreate":1649945403455,"gmtModify":1676534612764,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"title":"","htmlText":"Like&nbsp;","listText":"Like&nbsp;","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089968093","repostId":"1114823299","repostType":4,"repost":{"id":"1114823299","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":1649944861,"share":"https://ttm.financial/m/news/1114823299?lang=en_US&edition=fundamental","pubTime":"2022-04-14 22:01","market":"us","language":"en","title":"UnitedHealth Stock Jumped After Better-Than-Expected Quarterly Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1114823299","media":"Tiger Newspress","summary":"UnitedHealth Group Inc on Thursday reported better-than-expected quarterly earnings, helped by a jum","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/UNH\">UnitedHealth Group Inc</a> on Thursday reported better-than-expected quarterly earnings, helped by a jump in revenue at its Optum healthcare services unit, prompting the company to raise its profit forecast for the year. Shares of UnitedHealth jumped 1.58% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/5be871959042d78676414a1d2e32657d\" tg-width=\"888\" tg-height=\"669\" width=\"100%\" height=\"auto\"/></p><p>The Optum business, which manages drug benefits and offers healthcare data analytics services, has helped withstand fluctuating medical costs during the pandemic at the company&#39;s health insurance business.</p><p>Revenue from Optum rose 18.9% to $43.26 billion in the quarter ended March 31, while the health insurance business brought in revenue of $62.6 billion, an increase of 13.6%.</p><p>The largest U.S. health insurer&#39;s medical care ratio rose to 82% for the first quarter, compared with 80.9% a year earlier due to COVID-19 effects. The ratio refers to the percentage of premiums paid out for medical services.</p><p>However, the number was still below analysts&#39; estimates of 82.29%, according to Refinitiv IBES data.</p><p>UnitedHealth said it now expects an adjusted profit of between $21.20 and $21.70 per share in 2022, compared with its prior forecast of $21.10 to $21.60 per share.</p><p>On an adjusted basis, the company earned $5.49 per share in the first quarter, beating estimates of $5.38 per share.</p><p>UnitedHealth&#39;s shares were up 0.5% at $539.80 in premarket trading.</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>UnitedHealth Stock Jumped After Better-Than-Expected Quarterly Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUnitedHealth Stock Jumped After Better-Than-Expected Quarterly Earnings\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\">2022-04-14 22:01</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/UNH\">UnitedHealth Group Inc</a> on Thursday reported better-than-expected quarterly earnings, helped by a jump in revenue at its Optum healthcare services unit, prompting the company to raise its profit forecast for the year. Shares of UnitedHealth jumped 1.58% in morning trading.</p><p><img src=\"https://static.tigerbbs.com/5be871959042d78676414a1d2e32657d\" tg-width=\"888\" tg-height=\"669\" width=\"100%\" height=\"auto\"/></p><p>The Optum business, which manages drug benefits and offers healthcare data analytics services, has helped withstand fluctuating medical costs during the pandemic at the company&#39;s health insurance business.</p><p>Revenue from Optum rose 18.9% to $43.26 billion in the quarter ended March 31, while the health insurance business brought in revenue of $62.6 billion, an increase of 13.6%.</p><p>The largest U.S. health insurer&#39;s medical care ratio rose to 82% for the first quarter, compared with 80.9% a year earlier due to COVID-19 effects. The ratio refers to the percentage of premiums paid out for medical services.</p><p>However, the number was still below analysts&#39; estimates of 82.29%, according to Refinitiv IBES data.</p><p>UnitedHealth said it now expects an adjusted profit of between $21.20 and $21.70 per share in 2022, compared with its prior forecast of $21.10 to $21.60 per share.</p><p>On an adjusted basis, the company earned $5.49 per share in the first quarter, beating estimates of $5.38 per share.</p><p>UnitedHealth&#39;s shares were up 0.5% at $539.80 in premarket trading.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UNH":"联合健康"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114823299","content_text":"UnitedHealth Group Inc on Thursday reported better-than-expected quarterly earnings, helped by a jump in revenue at its Optum healthcare services unit, prompting the company to raise its profit forecast for the year. Shares of UnitedHealth jumped 1.58% in morning trading.The Optum business, which manages drug benefits and offers healthcare data analytics services, has helped withstand fluctuating medical costs during the pandemic at the company's health insurance business.Revenue from Optum rose 18.9% to $43.26 billion in the quarter ended March 31, while the health insurance business brought in revenue of $62.6 billion, an increase of 13.6%.The largest U.S. health insurer's medical care ratio rose to 82% for the first quarter, compared with 80.9% a year earlier due to COVID-19 effects. The ratio refers to the percentage of premiums paid out for medical services.However, the number was still below analysts' estimates of 82.29%, according to Refinitiv IBES data.UnitedHealth said it now expects an adjusted profit of between $21.20 and $21.70 per share in 2022, compared with its prior forecast of $21.10 to $21.60 per share.On an adjusted basis, the company earned $5.49 per share in the first quarter, beating estimates of $5.38 per share.UnitedHealth's shares were up 0.5% at $539.80 in premarket trading.","news_type":1,"symbols_score_info":{"UNH":0.9}},"isVote":1,"tweetType":1,"viewCount":1272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9091373573,"gmtCreate":1643789232401,"gmtModify":1676533856592,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"title":"","htmlText":"Like","listText":"Like","text":"Like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9091373573","repostId":"2208357849","repostType":4,"isVote":1,"tweetType":1,"viewCount":1105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099138189,"gmtCreate":1643317418708,"gmtModify":1676533802122,"author":{"id":"3579788727995257","authorId":"3579788727995257","name":"Westango","avatar":"https://static.tigerbbs.com/3a4b1fc2fb23b33fff900b71df70c49f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579788727995257","idStr":"3579788727995257"},"themes":[],"title":"","htmlText":"Like it","listText":"Like it","text":"Like it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099138189","repostId":"2206838860","repostType":4,"repost":{"id":"2206838860","kind":"highlight","pubTimestamp":1643296934,"share":"https://ttm.financial/m/news/2206838860?lang=en_US&edition=fundamental","pubTime":"2022-01-27 23:22","market":"us","language":"en","title":"2 High-Risk Growth Stocks Down 68% to 84% That Could Soar","url":"https://stock-news.laohu8.com/highlight/detail?id=2206838860","media":"Motley Fool","summary":"Stellar returns might be on the horizon if these two companies can turn around investor sentiment.","content":"<div>\n<p>Just to be clear upfront: Any company that loses 68% of its value (or more) comes with inherent risks, so investors should be cautious. But the broader tech market sell-off since November 2021 has ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/26/2-growth-stocks-down-68-to-84-that-could-soar/\">Source Link</a>\n\n</div>\n","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 High-Risk Growth Stocks Down 68% to 84% That Could Soar</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 High-Risk Growth Stocks Down 68% to 84% That Could Soar\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-27 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2022/01/26/2-growth-stocks-down-68-to-84-that-could-soar/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Just to be clear upfront: Any company that loses 68% of its value (or more) comes with inherent risks, so investors should be cautious. But the broader tech market sell-off since November 2021 has ...</p>\n\n<a href=\"https://www.fool.com/investing/2022/01/26/2-growth-stocks-down-68-to-84-that-could-soar/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4528":"SaaS概念","LMND":"Lemonade, Inc.","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","BK4023":"应用软件","AI":"C3.ai, Inc.","LTCH":"Latch, Inc.","BK4535":"淡马锡持仓","BK4543":"AI","BK4551":"寇图资本持仓","BK4107":"财产与意外伤害保险"},"source_url":"https://www.fool.com/investing/2022/01/26/2-growth-stocks-down-68-to-84-that-could-soar/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2206838860","content_text":"Just to be clear upfront: Any company that loses 68% of its value (or more) comes with inherent risks, so investors should be cautious. But the broader tech market sell-off since November 2021 has been brutal to many high-growth stocks, and some now present an attractive risk-reward proposition.Two stocks in particular are changing the face of their respective industries through innovation. It's an ambitious undertaking, and success is rarely without bumps in the road. But if they can turn around the sentiment regarding the true value of their stock, they could supercharge your portfolio over the long term.Image source: Getty Images.1. Latch: Down 68%The security industry for new buildings probably isn't the first place you'd look for a transformative tech stock. But Latch (NASDAQ:LTCH) is delivering innovative solutions that are changing the way high-rise builders think about guest management and access. Latch has become so popular, in fact, that 3 out of every 10 new apartments in the U.S. feature its security products.The company's Smart Access technology allows users to unlock their doors using the Latch App, a key code, or even their Apple Watch. It offers multiple hardware configurations to serve new construction or to retrofit existing buildings. And the Latch Intercom allows new-age guest and delivery management, giving the users power to grant access to a visitor or a courier even if they're not home.But unlike many security providers, which install systems and then move on, Latch is also a software-as-a-service company. Once its Intercom and Smart Home systems are implemented, it charges each landlord a subscription fee, creating a recurring revenue stream. As of the recent third quarter of 2021, it had booked $59.8 million of annual recurring revenue, a growing portion of its expected $360 million in total bookings for 2021.Buildings take time to complete, and since Latch often makes deals with builders before projects begin construction, it reports bookings that are expected to eventually convert into revenue when finished. Once Latch officially reports its fourth-quarter 2021 results, the company expects it will have generated up to $42 million in revenue for the full year. In 2022, analysts expect that figure to soar 252% to $148 million, the natural result of a bookings backlog that is quickly being realized.Latch is not a profitable company just yet, but its revenue growth over the next few years could pave the way to positive earnings per share. Its stock has traded in the public markets for less than a year, and while it offers promise, investors should make this bet a long-term one.Image source: Getty Images.2. Lemonade: Down 84%Artificial intelligence (AI) is allowing companies to rapidly deliver products and solutions that used to require hours of human input. In this case, Lemonade (NYSE:LMND) is leveraging the advanced technology to sell insurance. It offers five different types including car insurance, a segment it only recently entered.Lemonade's goal is to make the customer experience more pleasant, and its AI-powered bot, Maya, does this by delivering a quote in less than 90 seconds. There's no need for frustrating, lengthy phone calls or clunky online questionnaires. Filing a claim is quick, too, with processing times as short as three minutes. This is particularly appealing to younger buyers, with the majority of Lemonade's customers being under age 34.When Lemonade developed its homeowners, renters, pet, and life insurance, its strategy was to allow its AI model to learn over time. The more data it ingests, the more accurate it becomes, and therefore reaching optimal performance can be a slow process. When it pivoted to car insurance, which is its largest market yet, it decided to bolt on an acquisition to speed up the process.In November 2021, Lemonade acquired Metromile (NASDAQ:MILE), which also uses AI for insurance purposes. At the time, Metromile had collected over 3 billion miles' worth of data and had a decade-long head start over Lemonade in car insurance. Additionally, Metromile brought its 49 state licenses to the deal, which is incredibly valuable to Lemonade as a new entrant to the market.Lemonade already has 1.36 million customers, but car insurance could transform its business by helping it snatch market share from much larger industry players. In 2020, the company generated $94 million in revenue, but in 2022 analysts expect that figure to soar to $219 million. That's a 132% increase in just two years or a 52% compound annual growth rate.And it could get even better. The U.S. car insurance market is estimated to be worth $316 billion in 2022, so while Lemonade's stock is down 84% from its all-time high of $182, it has an enormous addressable market to grow into. That makes it an exciting long-term bet for investors who are open to some risk.","news_type":1,"symbols_score_info":{"LMND":1,"MILE":1,"AI":1,"LTCH":1}},"isVote":1,"tweetType":1,"viewCount":1228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}