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03-31

BULLShit. Overhyped AI trend. Look at where MU is now... lol

Why Are Analysts Bullish on Micron Technology (MU) for 2025?

01-28

$Micron Technology(MU)$ Cyclical down cycle

2024-12-30

$Micron Technology(MU)$

2024-12-30

MU is only going to spiral downwards on this memory down cycle.

Analyst: Micron Technology (MU) Problems Are ‘Very Temporal’

2024-12-30

Bullshit, its a cyclical down turn.

Micron Technology's (NASDAQ:MU) investors will be pleased with their favorable 69% return over the last five years

2024-09-10

It's a trap. Nasdaq MU will continue to fall

Golden Opportunity to Buy 3 AI-Focused Stocks on the Recent Dip

2024-08-26

Fake news. It will continue to fall

Sorry, the original content has been removed

2024-07-30

Can't trust these articles these days. Only direction is down!

Micron Technology, Inc. (MU): Peconic Partners is Bullish on This Stock Now

2024-07-29

Fake news. It will only spiral down

Sorry, the original content has been removed

2023-03-22

Haha

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2023-03-20

Y

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2023-01-24

K

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2021-04-25

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Overhyped AI trend. Look at where MU is now... lol","listText":"BULLShit. Overhyped AI trend. Look at where MU is now... lol","text":"BULLShit. Overhyped AI trend. Look at where MU is now... lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/419416202883680","repostId":"2522572773","repostType":2,"repost":{"id":"2522572773","kind":"highlight","pubTimestamp":1743167485,"share":"https://ttm.financial/m/news/2522572773?lang=&edition=full_marsco","pubTime":"2025-03-28 21:11","market":"nz","language":"en","title":"Why Are Analysts Bullish on Micron Technology (MU) for 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=2522572773","media":"Insider Monkey","summary":"US stocks registered a great start to the week with the S&P 500 index registering a gain of 100 points to close at +1.76%. The Nasdaq index, which had taken a beating recently, also registered a 2.2% gain. The renewed optimism comes as analysts price in rather moderate tariffs, much more lenient than originally thought.Overall, MU ranks 5th on our list of stocks that analysts are bullish for 2025. While we acknowledge the potential of MU as a leading investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is as promising as MU but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.","content":"<html><body><p>We recently published a list of the <strong>Analysts Are Bullish On These 10 Stocks For 2025, Here's Why</strong>. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against the other stocks that analysts are bullish for 2025.</p>\n<p>US stocks registered a great start to the week with the S&amp;P 500 index registering a gain of 100 points to close at +1.76%. The Nasdaq index, which had taken a beating recently, also registered a 2.2% gain. The renewed optimism comes as analysts price in rather moderate tariffs, much more lenient than originally thought.</p>\n<p>Wall Street analysts continuously evaluate stocks based on recent earnings, market outlook, and economic trends. When they find a stock with a potential upside, they adjust their rating accordingly. 2025 has started off with extreme volatility but analyst upgrades continue to provide investors with a reliable source to pick up their next stock for the year.</p>\n<p>We decided to look at what stocks the analysts are looking at and why they are bullish on these stocks. We then looked at the catalysts that could trigger this upside and came up with this list. For this top 10 list, we only considered stocks with a market cap of at least $5 billion.</p>\n<img height=\"816\" src=\"https://s.yimg.com/uu/api/res/1.2/Gc4T_wfef3fvoTlKk1hNEg--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/cece14d8df3ff9750f89999715c2f4bb\" width=\"1456\"/> A close-up view of a computer motherboard with integrated semiconductor chips. \n<h3><b>Micron Technology, Inc. (NASDAQ:MU) </b></h3>\n<p>Micron Technology, Inc. (NASDAQ:MU) is a manufacturer, designer, developer, and seller of memory and storage products. It operates in Embedded Business Unit, Storage Business Unit, Compute and Networking Business Unit, and Mobile Business Unit segments.</p>\n<p>According to 38 different analyst ratings, Micron Technology (NASDAQ:MU) has the highest target price of $250 which means it can be nearly triple the current levels if the bullish scenario proves accurate. In a move that helps the company inch closer to that target, Citi upgraded the stock ahead of its fiscal Q2 2025 result. The research firm maintained its Buy rating on the company, causing the stock price to go up by 1.5%.</p>\n<p>Micron Technology (NASDAQ:MU) reported a 47% YoY DRAM revenue growth. NAND revenue grew 18% YoY but fell 17% QoQ because of price decline. The company’s gross margins stood at 37.9%, reflecting the impact of the mix shift and NAND price decrease. The results were according to the analysts' expectations but they did highlight the concern about NAND revenue:</p>\n<blockquote>\n<p>\"We expect the company to post decent results but guide below Consensus driven by worse consumer mix and NAND (26% of F1Q25 sales) underutilization charges.\"</p>\n</blockquote>\n<p>Overall, MU <strong>ranks 5th </strong>on our list of stocks that analysts are bullish for 2025. While we acknowledge the potential of MU as a leading investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is as promising as MU but that trades at less than 5 times its earnings, check out our report about the <strong>cheapest AI stock</strong>.</p>\n<p><b>READ NEXT: </b><b>20 Best AI Stocks To Buy Now</b><b> and </b><b>30 Best Stocks to Buy Now According to Billionaires</b>.</p>\n<p>Disclosure: None. This article is originally published at <strong>Insider Monkey.</strong></p></body></html>","source":"yahoofinance","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 Are Analysts Bullish on Micron Technology (MU) for 2025?</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 Are Analysts Bullish on Micron Technology (MU) for 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-28 21:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/why-analysts-bullish-micron-technology-131125376.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We recently published a list of the Analysts Are Bullish On These 10 Stocks For 2025, Here's Why. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands ...</p>\n\n<a href=\"https://finance.yahoo.com/news/why-analysts-bullish-micron-technology-131125376.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC",".IXIC":"NASDAQ Composite","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","USAW.SI":"AMZN 3xLongSG261006","PSQ":"纳指反向ETF","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","BK4512":"苹果概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","NVIW.SI":"NVDA 3xLongSG261006","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","TSYW.SI":"TESLA 3xLongSG261006","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4554":"元宇宙及AR概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","QID":"纳指两倍做空ETF","USJW.SI":"ALPHAB 3xLongSG261006","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","SQQQ":"纳指三倍做空ETF","BK4585":"ETF&股票定投概念","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","TQQQ":"纳指三倍做多ETF","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","MU":"美光科技","BK4543":"AI","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4527":"明星科技股","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4579":"人工智能","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","BK4605":"半导体精选","BK4588":"碎股","BK4141":"半导体产品","QLD":"纳指两倍做多ETF","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD"},"source_url":"https://finance.yahoo.com/news/why-analysts-bullish-micron-technology-131125376.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2522572773","content_text":"We recently published a list of the Analysts Are Bullish On These 10 Stocks For 2025, Here's Why. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against the other stocks that analysts are bullish for 2025.\nUS stocks registered a great start to the week with the S&P 500 index registering a gain of 100 points to close at +1.76%. The Nasdaq index, which had taken a beating recently, also registered a 2.2% gain. The renewed optimism comes as analysts price in rather moderate tariffs, much more lenient than originally thought.\nWall Street analysts continuously evaluate stocks based on recent earnings, market outlook, and economic trends. When they find a stock with a potential upside, they adjust their rating accordingly. 2025 has started off with extreme volatility but analyst upgrades continue to provide investors with a reliable source to pick up their next stock for the year.\nWe decided to look at what stocks the analysts are looking at and why they are bullish on these stocks. We then looked at the catalysts that could trigger this upside and came up with this list. For this top 10 list, we only considered stocks with a market cap of at least $5 billion.\n A close-up view of a computer motherboard with integrated semiconductor chips. \nMicron Technology, Inc. (NASDAQ:MU) \nMicron Technology, Inc. (NASDAQ:MU) is a manufacturer, designer, developer, and seller of memory and storage products. It operates in Embedded Business Unit, Storage Business Unit, Compute and Networking Business Unit, and Mobile Business Unit segments.\nAccording to 38 different analyst ratings, Micron Technology (NASDAQ:MU) has the highest target price of $250 which means it can be nearly triple the current levels if the bullish scenario proves accurate. In a move that helps the company inch closer to that target, Citi upgraded the stock ahead of its fiscal Q2 2025 result. The research firm maintained its Buy rating on the company, causing the stock price to go up by 1.5%.\nMicron Technology (NASDAQ:MU) reported a 47% YoY DRAM revenue growth. NAND revenue grew 18% YoY but fell 17% QoQ because of price decline. The company’s gross margins stood at 37.9%, reflecting the impact of the mix shift and NAND price decrease. The results were according to the analysts' expectations but they did highlight the concern about NAND revenue:\n\n\"We expect the company to post decent results but guide below Consensus driven by worse consumer mix and NAND (26% of F1Q25 sales) underutilization charges.\"\n\nOverall, MU ranks 5th on our list of stocks that analysts are bullish for 2025. While we acknowledge the potential of MU as a leading investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is as promising as MU but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.\nREAD NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.\nDisclosure: None. This article is originally published at Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397516724379864,"gmtCreate":1738075113841,"gmtModify":1738075117500,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"0\"></v-v> Cyclical down cycle","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"0\"></v-v> Cyclical down cycle","text":"$Micron Technology(MU)$ Cyclical down cycle","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397516724379864","isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387364598218800,"gmtCreate":1735601967860,"gmtModify":1735601970509,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$Micron Technology(MU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387364598218800","isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387184445833336,"gmtCreate":1735568953733,"gmtModify":1735568958249,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"MU is only going to spiral downwards on this memory&nbsp;down cycle.&nbsp;","listText":"MU is only going to spiral downwards on this memory&nbsp;down cycle.&nbsp;","text":"MU is only going to spiral downwards on this memory down cycle.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387184445833336","repostId":"2495158973","repostType":2,"repost":{"id":"2495158973","kind":"highlight","pubTimestamp":1735479722,"share":"https://ttm.financial/m/news/2495158973?lang=&edition=full_marsco","pubTime":"2024-12-29 21:42","market":"us","language":"en","title":"Analyst: Micron Technology (MU) Problems Are ‘Very Temporal’","url":"https://stock-news.laohu8.com/highlight/detail?id=2495158973","media":"Insider Monkey","summary":"We recently published a list of 10 Buzzing AI Stocks on Latest Analyst Ratings and News. In this article, we are going to take a look at where Micron Technology, Inc.  stands against other buzzing AI stocks on latest analyst ratings and news.CJ Muse, Cantor Fitzgerald analyst, explained in a latest program on CNBC that the AI investment cycle is different from the ones we have seen in the past. Muse believes major technology companies investing billions in AI are generating “meaningful” free cash flows.I think Blackwell delays, where business hasn’t disappeared but system builds have gotten pushed, are weighing on Q4 and Q1. Again, people are going to buy lots of Blackwell, so I think this is a one-to-two-quarter phenomenon. You end up with a relatively positive cycle for Micron Technology Inc  in the back h","content":"<html><body><p>We recently published a list of <strong>10 Buzzing AI Stocks on Latest Analyst Ratings and News</strong>. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against other buzzing AI stocks on latest analyst ratings and news.</p>\n<p>CJ Muse, Cantor Fitzgerald analyst, explained in a latest program on CNBC that the AI investment cycle is different from the ones we have seen in the past. Muse believes major technology companies investing billions in AI are generating “meaningful” free cash flows.</p>\n<blockquote>\n<p>“This cycle is unlike any other. I think most investors look back to the advent of the internet and how long the internet infrastructure investment cycle played out. But this one’s very different. The companies making the investments, predominantly the hyperscalers, are generating meaningful free cash flow despite spending hundreds of billions of dollars building out AI. Let’s be clear: this is existential for these companies as they all try to get to AGI. I think this is a multi-year investment cycle.”</p>\n</blockquote>\n<p>The analyst talked about the latest AI model released by OpenAI and said the race is now to reach artificial general intelligence (AGI) and companies would require more and more computing power to improve the reasoning capabilities of AI systems.</p>\n<p><b>READ ALSO: </b><b>7 Best Stocks to Buy For Long-Term</b><b> and </b><b>8 Cheap Jim Cramer Stocks to Invest In</b></p>\n<p>For this article, we picked 10 AI stocks currently making headlines on the back of latest analyst ratings and important news. With each stock, we have mentioned its hedge fund sentiment. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points<b> (</b><b>see more details here</b><b>).</b></p>\n<img height=\"816\" src=\"https://s.yimg.com/uu/api/res/1.2/Gc4T_wfef3fvoTlKk1hNEg--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/cece14d8df3ff9750f89999715c2f4bb\" width=\"1456\"/> A close-up view of a computer motherboard with integrated semiconductor chips. \n<h3>Micron Technology Inc (NASDAQ:MU)</h3>\n<p><b><i>Number of Hedge Fund Investors: 107</i></b><b><i></i></b></p>\n<p>Matthew Bryson from Bright Lake Wealth Management said while talking to Schwab Network in a latest program that he believes Micron Technology’s (NASDAQ:MU) problems are temporary in nature.</p>\n<blockquote>\n<p>“I think that a lot of the problems are very temporal in nature. Certainly, the extent of the decline was a bit of a surprise. But where you’ve got inventory right-sizing in handsets of smartphones, that’s not an end-market problem. It’s that our customers took on too much inventory, mostly late 2023. It just needs to get worked out, and I think that’s done by the end of Q1.</p>\n<p>I think Blackwell delays, where business hasn’t disappeared but system builds have gotten pushed, are weighing on Q4 and Q1. Again, people are going to buy lots of Blackwell, so I think this is a one-to-two-quarter phenomenon. You end up with a relatively positive cycle for Micron Technology Inc (NASDAQ:MU) in the back half of calendar 2025.”</p>\n</blockquote>\n<p>How can Micron Technology Inc (NASDAQ:MU) make a turnaround?</p>\n<p>The company’s management expects PC unit growth to accelerate into the second half of calendar 2025. Nvidia’s (NVDA) Blackwell has only just begun ramping up production and 2025 is expected to show improved sequential and annual comparisons. Micron Technology Inc (NASDAQ:MU) management has also guided for a return to growth in the second half of the fiscal year and raised the estimate of the HBM market’s total addressable market to over $30 billion in 2025, driven by their sold-out position for the calendar year.</p>\n<p>Based on these factors, now could be the right time for long-term investors to pile into MU.</p>\n<p>Invesco Growth and Income Fund stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its <strong>Q3 2024 investor letter</strong>:</p>\n<blockquote>\n<p><b>“Micron Technology, Inc.</b> (NASDAQ:MU): In late June, Micron reported earnings that were generally in line with expectations. However, management provided weaker guidance going forward. The stock immediately began to sell off, which continued through the third quarter as investors appeared to question the company’s long-term growth outlook. Rotation out of AI-related stocks also appeared to weigh on Micron Technology.”</p>\n</blockquote>\n<p>Overall, MU <strong><b>ranks 5th</b></strong> on our list of buzzing AI stocks on latest analyst ratings and news. While we acknowledge the potential of MU, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MU but that trades at less than 5 times its earnings, check out our report about the <b>cheapest AI stock</b><b>.</b></p>\n<p><strong><b>READ NEXT:</b></strong> <strong><b>8 Best Wide Moat Stocks to Buy Now</b></strong><strong><b> and</b></strong><strong><b> 30 Most Important AI Stocks According to BlackRock</b></strong></p>\n<p>Disclosure: None. This article is originally published at <strong><b>Insider Monkey</b></strong><strong><b>.</b></strong></p></body></html>","source":"yahoofinance","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>Analyst: Micron Technology (MU) Problems Are ‘Very Temporal’</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\">\nAnalyst: Micron Technology (MU) Problems Are ‘Very Temporal’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-29 21:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/analyst-micron-technology-mu-problems-134202602.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We recently published a list of 10 Buzzing AI Stocks on Latest Analyst Ratings and News. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against other ...</p>\n\n<a href=\"https://finance.yahoo.com/news/analyst-micron-technology-mu-problems-134202602.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDS":"Tradr 1.5X Short NVDA Daily ETF","USAW.SI":"AMZN 3xLongSG261006","QLD":"纳指两倍做多ETF","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","USJW.SI":"ALPHAB 3xLongSG261006","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","NVD2.UK":"2X NVIDIA ETP","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1861215975.USD":"贝莱德新一代科技基金 A2","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","TSYW.SI":"TESLA 3xLongSG261006","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","PSQ":"纳指反向ETF","2NVD.UK":"2X NVIDIA ETP","3NVD.UK":"LS 3X NVIDIA","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","QID":"纳指两倍做空ETF","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","SQQQ":"纳指三倍做空ETF","NVD":"GraniteShares 2x Short NVDA Daily ETF","NVDD":"Direxion Daily NVDA Bear 1X Shares","BK4543":"AI","SNVD.UK":"LS -1X NVIDIA","BK4588":"碎股","NVIW.SI":"NVDA 3xLongSG261006","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite","MU":"美光科技","NVDA":"英伟达","NVD3.UK":"LS 3X NVIDIA","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","AGI":"Alamos Gold Inc","NVDS.UK":"LS -1X NVIDIA","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC"},"source_url":"https://finance.yahoo.com/news/analyst-micron-technology-mu-problems-134202602.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2495158973","content_text":"We recently published a list of 10 Buzzing AI Stocks on Latest Analyst Ratings and News. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against other buzzing AI stocks on latest analyst ratings and news.\nCJ Muse, Cantor Fitzgerald analyst, explained in a latest program on CNBC that the AI investment cycle is different from the ones we have seen in the past. Muse believes major technology companies investing billions in AI are generating “meaningful” free cash flows.\n\n“This cycle is unlike any other. I think most investors look back to the advent of the internet and how long the internet infrastructure investment cycle played out. But this one’s very different. The companies making the investments, predominantly the hyperscalers, are generating meaningful free cash flow despite spending hundreds of billions of dollars building out AI. Let’s be clear: this is existential for these companies as they all try to get to AGI. I think this is a multi-year investment cycle.”\n\nThe analyst talked about the latest AI model released by OpenAI and said the race is now to reach artificial general intelligence (AGI) and companies would require more and more computing power to improve the reasoning capabilities of AI systems.\nREAD ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In\nFor this article, we picked 10 AI stocks currently making headlines on the back of latest analyst ratings and important news. With each stock, we have mentioned its hedge fund sentiment. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).\n A close-up view of a computer motherboard with integrated semiconductor chips. \nMicron Technology Inc (NASDAQ:MU)\nNumber of Hedge Fund Investors: 107\nMatthew Bryson from Bright Lake Wealth Management said while talking to Schwab Network in a latest program that he believes Micron Technology’s (NASDAQ:MU) problems are temporary in nature.\n\n“I think that a lot of the problems are very temporal in nature. Certainly, the extent of the decline was a bit of a surprise. But where you’ve got inventory right-sizing in handsets of smartphones, that’s not an end-market problem. It’s that our customers took on too much inventory, mostly late 2023. It just needs to get worked out, and I think that’s done by the end of Q1.\nI think Blackwell delays, where business hasn’t disappeared but system builds have gotten pushed, are weighing on Q4 and Q1. Again, people are going to buy lots of Blackwell, so I think this is a one-to-two-quarter phenomenon. You end up with a relatively positive cycle for Micron Technology Inc (NASDAQ:MU) in the back half of calendar 2025.”\n\nHow can Micron Technology Inc (NASDAQ:MU) make a turnaround?\nThe company’s management expects PC unit growth to accelerate into the second half of calendar 2025. Nvidia’s (NVDA) Blackwell has only just begun ramping up production and 2025 is expected to show improved sequential and annual comparisons. Micron Technology Inc (NASDAQ:MU) management has also guided for a return to growth in the second half of the fiscal year and raised the estimate of the HBM market’s total addressable market to over $30 billion in 2025, driven by their sold-out position for the calendar year.\nBased on these factors, now could be the right time for long-term investors to pile into MU.\nInvesco Growth and Income Fund stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its Q3 2024 investor letter:\n\n“Micron Technology, Inc. (NASDAQ:MU): In late June, Micron reported earnings that were generally in line with expectations. However, management provided weaker guidance going forward. The stock immediately began to sell off, which continued through the third quarter as investors appeared to question the company’s long-term growth outlook. Rotation out of AI-related stocks also appeared to weigh on Micron Technology.”\n\nOverall, MU ranks 5th on our list of buzzing AI stocks on latest analyst ratings and news. While we acknowledge the potential of MU, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MU but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.\nREAD NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock\nDisclosure: None. This article is originally published at Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387229205106960,"gmtCreate":1735568824936,"gmtModify":1735568828596,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"Bullshit, its a cyclical down turn.&nbsp;","listText":"Bullshit, its a cyclical down turn.&nbsp;","text":"Bullshit, its a cyclical down turn.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387229205106960","repostId":"2495540576","repostType":2,"repost":{"id":"2495540576","kind":"highlight","pubTimestamp":1735560026,"share":"https://ttm.financial/m/news/2495540576?lang=&edition=full_marsco","pubTime":"2024-12-30 20:00","market":"us","language":"en","title":"Micron Technology's (NASDAQ:MU) investors will be pleased with their favorable 69% return over the last five years","url":"https://stock-news.laohu8.com/highlight/detail?id=2495540576","media":"Simply Wall St.","summary":"While Micron Technology, Inc.  shareholders are probably generally happy, the stock hasn't had particularly good run recently, with the share price falling 12% in the last quarter. But at least the stock is up over the last five years. In that time, it is up 65%, which isn't bad, but is below the market return of 97%.Let's take a look at the underlying fundamentals over the longer term, and see if they've been consistent with shareholders returns.To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. By comparing earnings per share  and share price changes over time, we can get a feel for how investor attitudes to a company have morphed over time.During the five years of share price growth, Micron Technology moved from a loss to profitability. That's generally thought to be a genuine positive, so investors may expect to see an increasing share price.The graphic below depicts how EPS has changed over time .Pleas","content":"<html><body><p>While <strong>Micron Technology, Inc.</strong> (NASDAQ:MU) shareholders are probably generally happy, the stock hasn't had particularly good run recently, with the share price falling 12% in the last quarter. But at least the stock is up over the last five years. In that time, it is up 65%, which isn't bad, but is below the market return of 97%. </p>\n<p> Let's take a look at the underlying fundamentals over the longer term, and see if they've been consistent with shareholders returns. </p>\n<p><span> View our latest analysis for Micron Technology </span></p>\n<p> To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. By comparing earnings per share (EPS) and share price changes over time, we can get a feel for how investor attitudes to a company have morphed over time. </p>\n<p> During the five years of share price growth, Micron Technology moved from a loss to profitability. That's generally thought to be a genuine positive, so investors may expect to see an increasing share price. </p>\n<p> The graphic below depicts how EPS has changed over time (unveil the exact values by clicking on the image). </p>\n<figure>\n<img height=\"520\" src=\"https://s.yimg.com/uu/api/res/1.2/kBHTqyv4zwFglBUktPy_TQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/simply_wall_st__316/405323c107993bd6100ae79869e12816\" width=\"821\"/>\n<figcaption>\n  NasdaqGS:MU Earnings Per Share Growth December 30th 2024\n </figcaption>\n</figure>\n<p> We know that Micron Technology has improved its bottom line lately, but is it going to grow revenue? Check if analysts think Micron Technology will grow revenue in the future. </p>\n<h2>What About Dividends?</h2>\n<p> As well as measuring the share price return, investors should also consider the total shareholder return (TSR). The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs. So for companies that pay a generous dividend, the TSR is often a lot higher than the share price return. As it happens, Micron Technology's TSR for the last 5 years was 69%, which exceeds the share price return mentioned earlier. This is largely a result of its dividend payments! </p>\n<h2>A Different Perspective</h2>\n<p> Micron Technology provided a TSR of 4.2% over the last twelve months. But that return falls short of the market. It's probably a good sign that the company has an even better long term track record, having provided shareholders with an annual TSR of 11% over five years. It may well be that this is a business worth popping on the watching, given the continuing positive reception, over time, from the market. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. For instance, we've identified  <strong> 1 warning sign for Micron Technology</strong>  that you should be aware of. </p>\n<p> If you like to buy stocks alongside management, then you might just love this <strong>free</strong> list of companies. (Hint: many of them are unnoticed AND have attractive valuation). </p>\n<p><em>Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges.</em></p>\n<p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><br/><br/><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i><br/><br/></p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Technology's (NASDAQ:MU) investors will be pleased with their favorable 69% return over the last five years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron Technology's (NASDAQ:MU) investors will be pleased with their favorable 69% return over the last five years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-30 20:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/micron-technologys-nasdaq-mu-investors-120026709.html><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While Micron Technology, Inc. (NASDAQ:MU) shareholders are probably generally happy, the stock hasn't had particularly good run recently, with the share price falling 12% in the last quarter. But at ...</p>\n\n<a href=\"https://finance.yahoo.com/news/micron-technologys-nasdaq-mu-investors-120026709.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","NVIW.SI":"NVDA 3xLongSG261006","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","USJW.SI":"ALPHAB 3xLongSG261006","BK4527":"明星科技股","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","TQQQ":"纳指三倍做多ETF","BK4588":"碎股","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4141":"半导体产品","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","NDAQ":"纳斯达克OMX交易所","QLD":"纳指两倍做多ETF","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","TSYW.SI":"TESLA 3xLongSG261006","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","BK4512":"苹果概念","BK4112":"金融交易所和数据","IE00B64PRP62.GBP":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (GBP) ACC","PSQ":"纳指反向ETF","IE00B3QW5Z07.USD":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BGHQF748.EUR":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (EUR) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","USAW.SI":"AMZN 3xLongSG261006","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","MU":"美光科技","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","QID":"纳指两倍做空ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD"},"source_url":"https://finance.yahoo.com/news/micron-technologys-nasdaq-mu-investors-120026709.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2495540576","content_text":"While Micron Technology, Inc. (NASDAQ:MU) shareholders are probably generally happy, the stock hasn't had particularly good run recently, with the share price falling 12% in the last quarter. But at least the stock is up over the last five years. In that time, it is up 65%, which isn't bad, but is below the market return of 97%. \n Let's take a look at the underlying fundamentals over the longer term, and see if they've been consistent with shareholders returns. \n View our latest analysis for Micron Technology \n To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. By comparing earnings per share (EPS) and share price changes over time, we can get a feel for how investor attitudes to a company have morphed over time. \n During the five years of share price growth, Micron Technology moved from a loss to profitability. That's generally thought to be a genuine positive, so investors may expect to see an increasing share price. \n The graphic below depicts how EPS has changed over time (unveil the exact values by clicking on the image). \n\n\n\n  NasdaqGS:MU Earnings Per Share Growth December 30th 2024\n \n\n We know that Micron Technology has improved its bottom line lately, but is it going to grow revenue? Check if analysts think Micron Technology will grow revenue in the future. \nWhat About Dividends?\n As well as measuring the share price return, investors should also consider the total shareholder return (TSR). The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs. So for companies that pay a generous dividend, the TSR is often a lot higher than the share price return. As it happens, Micron Technology's TSR for the last 5 years was 69%, which exceeds the share price return mentioned earlier. This is largely a result of its dividend payments! \nA Different Perspective\n Micron Technology provided a TSR of 4.2% over the last twelve months. But that return falls short of the market. It's probably a good sign that the company has an even better long term track record, having provided shareholders with an annual TSR of 11% over five years. It may well be that this is a business worth popping on the watching, given the continuing positive reception, over time, from the market. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. For instance, we've identified   1 warning sign for Micron Technology  that you should be aware of. \n If you like to buy stocks alongside management, then you might just love this free list of companies. (Hint: many of them are unnoticed AND have attractive valuation). \nPlease note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges.\nHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347892997099728,"gmtCreate":1725975786118,"gmtModify":1725975790200,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"It's a trap. Nasdaq MU will continue to fall","listText":"It's a trap. Nasdaq MU will continue to fall","text":"It's a trap. Nasdaq MU will continue to fall","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347892997099728","repostId":"2466939911","repostType":2,"repost":{"id":"2466939911","kind":"highlight","pubTimestamp":1725885000,"share":"https://ttm.financial/m/news/2466939911?lang=&edition=full_marsco","pubTime":"2024-09-09 20:30","market":"us","language":"en","title":"Golden Opportunity to Buy 3 AI-Focused Stocks on the Recent Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2466939911","media":"Zacks","summary":"September syndrome is already visible in U.S. stock markets. Historically, September is the worst-performing month for Wall Street. This year, too, the situation remains challenging. In the first four trading days of this month, the three major indexes — the Dow, the S&P 500 and the Nasdaq Composite — tumbled 2.9%, 4.2% and 5.8%, respectively.The extremely overvalued artificial intelligence  stocks suffered the maximum brunt of a recent stock market meltdown. Despite the recent mayhem, the AI frenzy remains intact. So far, no negative news appears for the generative AI ecosystem. Therefore, this meltdown provides a lucrative opportunity to enter AI-centric stocks on the dip for near-term gains.TSM is the largest manufacturer of NVIDIA Corp.’s NVDA chipsets. NVIDIA is globally the largest developers of generative AI-based chips. TSM also caters to Advanced Micro Devices Inc. AMD and Intel Corp. INTC to name a few.","content":"<html><body><p>September syndrome is already visible in U.S. stock markets. Historically, September is the worst-performing month for Wall Street. This year, too, the situation remains challenging. In the first four trading days of this month, the three major indexes — the Dow, the S&amp;P 500 and the Nasdaq Composite — tumbled 2.9%, 4.2% and 5.8%, respectively.  </p>\n<p>The extremely overvalued artificial intelligence (AI) stocks suffered the maximum brunt of a recent stock market meltdown. Despite the recent mayhem, the AI frenzy remains intact. So far, no negative news appears for the generative AI ecosystem. Therefore, this meltdown provides a lucrative opportunity to enter AI-centric stocks on the dip for near-term gains.</p>\n<p>Three such stocks are: <strong>Taiwan Semiconductor Manufacturing Company Ltd. </strong>TSM, <strong>Micron Technology Inc. </strong>MU and <strong>NetApp Inc.</strong> NTAP. All three stocks currently carry a Zacks Rank #2 (Buy). You can see <strong>the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here</strong>. </p>\n<h2>Is Recession Nearby or a Knee-Jerk Expression? </h2>\n<p>Theoretically a recession means contraction of GDP (negative GDP growth rate) for two consecutive quarters. The U.S. GDP grew at 1.4% in first-quarter 2024. The second reading of second-quarter GDP was 3%. On Sept 4, the Atlanta Fed GDPNow projected a 2.1% GDP growth rate for the third quarter. </p>\n<p>Some soft key economic data over a period of time never indicate a nearby recession. In fact, the Fed was eagerly waiting for these weak economic data, especially labor market data, along with a gradually declining inflation rate, in order to initiate a rate-cut regime. </p>\n<p>Finally, the recent AI turmoil is nothing but profit-taking, especially on the part of institutional investors. Stock markets consist of bull and bear operators. As bulls fly high, bears wait quietly for a suitable time and some reasons to be good enough for profit-booking so that they can reenter the market at a reasonably low level. </p>\n<p>So far, this year, buy-on-the-dip remains the best investment strategy. Every dip in stocks, especially in AI-giants, has resulted in more aggressive returns in a short span. This time too, the same outcome will appear. </p>\n<h2>Three AI-Focused Stocks With Significant Price Upside</h2>\n<h2>Taiwan Semiconductor Manufacturing Co. Ltd.</h2>\n<p>Taiwan Semiconductor has become a new poster boy on the global artificial intelligence (AI) frenzy. TSM is the largest manufacturer of AI-based chipsets for the world’s best AI chipset developers. The company is experiencing solid demand for its advanced technologies, such as 3-nanometer (nm) and 5nm. TSM’s growing efforts to ramp up the production of 3nm and development of 2nm is a plus.</p>\n<p>TSM is the largest manufacturer of <strong>NVIDIA Corp.</strong>’s NVDA chipsets. NVIDIA is globally the largest developers of generative AI-based chips. TSM also caters to <strong>Advanced Micro Devices Inc.</strong> AMD and<strong> Intel Corp. </strong>INTC to name a few. </p>\n<h2>Solid Earnings Estimate Revisions for TSM Stock</h2>\n<p>TSM has an expected revenue and earnings growth rate of 23.6% and 24.5%, respectively, for the current year. The Zacks Consensus Estimate for the current-quarter, current-year and next-year earnings has improved over the last 30 days.</p>\n<p><img src=\"https://s.yimg.com/uu/api/res/1.2/u30VADam2vec.M1RcGDjzQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/4dd0e622d148cd62a25d04601ba507bc\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<h2>Huge Price Upside Potential for TSM Shares</h2>\n<p>The stock price of Taiwan Semiconductor has jumped 50.8% year to date. In the past month shares have fallen 4.7%. Despite this, the short-term average price target of brokerage firms for the stock represents an increase of 25.1% from the last closing price of $156.82. The brokerage target price is currently in the range of $170-$250.</p>\n<p><img src=\"https://s1.yimg.com/uu/api/res/1.2/ZB15PBNdTXGebrQZoWUozw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/a3b92fcc310f747b811525f6c940b0a3\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<h2>Micron Technology Inc.</h2>\n<p>Micron Technology has been benefiting from the enormous growth of AI applications that boosted demand for its high bandwidth memory chips. MU is a major producer of memory chips used in NVIDIA’s GPUs. MU is benefiting from improved market conditions, robust sales executions and strong growth across multiple business units.</p>\n<p>Micron Technology anticipates the pricing of DRAM and NAND chips to increase, thereby improving its revenues. The pricing benefits will primarily be driven by rising AI servers, causing a scarcity in the availability of cutting-edge DRAM and NAND supplies. Also, 5G adoption in IoT devices and wireless infrastructure will spur demand for memory and storage.</p>\n<h2>Strong Earnings Estimate Revisions for MU Stock</h2>\n<p>MU has an expected revenue and earnings growth rate of 57% and more than 100%, respectively, for the current year (ending August 2025). The Zacks Consensus Estimate for the current-quarter, current-year and next-year earnings has improved over the last 60 days.</p>\n<p><img src=\"https://s1.yimg.com/uu/api/res/1.2/1zHWFkF5N_nMUX1Q32TpsQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/e1821368c6fc204498debd190b2882cb\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<h2>Tremendous Price Upside Potential for MU Shares</h2>\n<p>The stock price of Micron Technology has advanced a meager 1.3% year to date. In the past month shares have fallen 6.2%. Despite this, the short-term average price target of brokerage firms for the stock represents a jump of 80% from the last closing price of $86.38. The brokerage target price is currently in the range of $100-$225.</p>\n<p><img src=\"https://s.yimg.com/uu/api/res/1.2/congqZTSIdTxVUUQFq3NBw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/6e8cf3856fdd51726289bc7e2e836e20\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<h2>NetApp Inc.</h2>\n<p>NetApp’s performance is being driven by demand across the all-flash and cloud storage portfolio. In the fourth quarter of 2024, all-Flash Array Business’ annualized revenue run rate was $3.6 billion, up 17% year over year. </p>\n<p>NetApp expects its expertise in tackling critical customer priorities, such as AI, business analytics, cloud transitions, data security and application modernization, to drive expansion. The enterprise storage products of NTAP will allow users to boost their workload including traditional enterprise applications and generative AI. </p>\n<h2>Robust Earnings Estimate Revisions for NTAP Stock</h2>\n<p>NTAP has an expected revenue and earnings growth rate of 4.9% and 8.8%, respectively, for the current year (ending April 2025). The Zacks Consensus Estimate for the current-quarter, next-quarter, current-year and next-year earnings has improved over the last 30 days.</p>\n<p><img src=\"https://s1.yimg.com/uu/api/res/1.2/kZRpH3mp02vhVKTFJfi0Sw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/3dacd1e43a017861a97fa474b06cf247\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<h2>Attractive Price Upside Potential for NTAP Shares</h2>\n<p>The stock price of NetApp has climbed 29.6% year to date. In the past month shares have fallen 4.2%. Despite this, the short-term average price target of brokerage firms for the stock represents an increase of 13.3% from the last closing price of $114.18. The brokerage target price is currently in the range of $108-$155.</p>\n<p><img src=\"https://s1.yimg.com/uu/api/res/1.2/taP1usiTyLGZAXKJcse0AA--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/e2b68efd378f35df84fb63b32fa13bd6\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<p>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report</p>\n<p>Intel Corporation (INTC) : Free Stock Analysis Report</p>\n<p>Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report</p>\n<p>NetApp, Inc. (NTAP) : Free Stock Analysis Report</p>\n<p>Micron Technology, Inc. (MU) : Free Stock Analysis Report</p>\n<p>NVIDIA Corporation (NVDA) : Free Stock Analysis Report</p>\n<p>Taiwan Semiconductor Manufacturing Company Ltd. (TSM) : Free Stock Analysis Report</p>\n<p>To read this article on Zacks.com click here.</p>\n<p>Zacks Investment Research</p></body></html>","source":"yahoofinance","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>Golden Opportunity to Buy 3 AI-Focused Stocks on the Recent Dip</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\">\nGolden Opportunity to Buy 3 AI-Focused Stocks on the Recent Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-09 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/golden-opportunity-buy-3-ai-123000572.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>September syndrome is already visible in U.S. stock markets. Historically, September is the worst-performing month for Wall Street. This year, too, the situation remains challenging. In the first four...</p>\n\n<a href=\"https://finance.yahoo.com/news/golden-opportunity-buy-3-ai-123000572.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/as5m4_sYhwbum22y4k2zVQ--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/d43cb7b76527c97c59494165d3dffeae","relate_stocks":{"BK4551":"寇图资本持仓","BK4503":"景林资产持仓","BK4550":"红杉资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4526":"热门中概股","BK4527":"明星科技股","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","2NVD.UK":"2X NVIDIA ETP","MU":"美光科技","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","L":"洛斯公司","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","BK4534":"瑞士信贷持仓","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","COMP":"Compass, Inc.","BK4567":"ESG概念","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","NTAP":"美国网存","LU0109392836.USD":"富兰克林科技股A","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","BK4529":"IDC概念","03145":"华夏亚洲高息股","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","TSM":"台积电","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC"},"source_url":"https://finance.yahoo.com/news/golden-opportunity-buy-3-ai-123000572.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2466939911","content_text":"September syndrome is already visible in U.S. stock markets. Historically, September is the worst-performing month for Wall Street. This year, too, the situation remains challenging. In the first four trading days of this month, the three major indexes — the Dow, the S&P 500 and the Nasdaq Composite — tumbled 2.9%, 4.2% and 5.8%, respectively.  \nThe extremely overvalued artificial intelligence (AI) stocks suffered the maximum brunt of a recent stock market meltdown. Despite the recent mayhem, the AI frenzy remains intact. So far, no negative news appears for the generative AI ecosystem. Therefore, this meltdown provides a lucrative opportunity to enter AI-centric stocks on the dip for near-term gains.\nThree such stocks are: Taiwan Semiconductor Manufacturing Company Ltd. TSM, Micron Technology Inc. MU and NetApp Inc. NTAP. All three stocks currently carry a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. \nIs Recession Nearby or a Knee-Jerk Expression? \nTheoretically a recession means contraction of GDP (negative GDP growth rate) for two consecutive quarters. The U.S. GDP grew at 1.4% in first-quarter 2024. The second reading of second-quarter GDP was 3%. On Sept 4, the Atlanta Fed GDPNow projected a 2.1% GDP growth rate for the third quarter. \nSome soft key economic data over a period of time never indicate a nearby recession. In fact, the Fed was eagerly waiting for these weak economic data, especially labor market data, along with a gradually declining inflation rate, in order to initiate a rate-cut regime. \nFinally, the recent AI turmoil is nothing but profit-taking, especially on the part of institutional investors. Stock markets consist of bull and bear operators. As bulls fly high, bears wait quietly for a suitable time and some reasons to be good enough for profit-booking so that they can reenter the market at a reasonably low level. \nSo far, this year, buy-on-the-dip remains the best investment strategy. Every dip in stocks, especially in AI-giants, has resulted in more aggressive returns in a short span. This time too, the same outcome will appear. \nThree AI-Focused Stocks With Significant Price Upside\nTaiwan Semiconductor Manufacturing Co. Ltd.\nTaiwan Semiconductor has become a new poster boy on the global artificial intelligence (AI) frenzy. TSM is the largest manufacturer of AI-based chipsets for the world’s best AI chipset developers. The company is experiencing solid demand for its advanced technologies, such as 3-nanometer (nm) and 5nm. TSM’s growing efforts to ramp up the production of 3nm and development of 2nm is a plus.\nTSM is the largest manufacturer of NVIDIA Corp.’s NVDA chipsets. NVIDIA is globally the largest developers of generative AI-based chips. TSM also caters to Advanced Micro Devices Inc. AMD and Intel Corp. INTC to name a few. \nSolid Earnings Estimate Revisions for TSM Stock\nTSM has an expected revenue and earnings growth rate of 23.6% and 24.5%, respectively, for the current year. The Zacks Consensus Estimate for the current-quarter, current-year and next-year earnings has improved over the last 30 days.\nImage Source: Zacks Investment Research\nHuge Price Upside Potential for TSM Shares\nThe stock price of Taiwan Semiconductor has jumped 50.8% year to date. In the past month shares have fallen 4.7%. Despite this, the short-term average price target of brokerage firms for the stock represents an increase of 25.1% from the last closing price of $156.82. The brokerage target price is currently in the range of $170-$250.\nImage Source: Zacks Investment Research\nMicron Technology Inc.\nMicron Technology has been benefiting from the enormous growth of AI applications that boosted demand for its high bandwidth memory chips. MU is a major producer of memory chips used in NVIDIA’s GPUs. MU is benefiting from improved market conditions, robust sales executions and strong growth across multiple business units.\nMicron Technology anticipates the pricing of DRAM and NAND chips to increase, thereby improving its revenues. The pricing benefits will primarily be driven by rising AI servers, causing a scarcity in the availability of cutting-edge DRAM and NAND supplies. Also, 5G adoption in IoT devices and wireless infrastructure will spur demand for memory and storage.\nStrong Earnings Estimate Revisions for MU Stock\nMU has an expected revenue and earnings growth rate of 57% and more than 100%, respectively, for the current year (ending August 2025). The Zacks Consensus Estimate for the current-quarter, current-year and next-year earnings has improved over the last 60 days.\nImage Source: Zacks Investment Research\nTremendous Price Upside Potential for MU Shares\nThe stock price of Micron Technology has advanced a meager 1.3% year to date. In the past month shares have fallen 6.2%. Despite this, the short-term average price target of brokerage firms for the stock represents a jump of 80% from the last closing price of $86.38. The brokerage target price is currently in the range of $100-$225.\nImage Source: Zacks Investment Research\nNetApp Inc.\nNetApp’s performance is being driven by demand across the all-flash and cloud storage portfolio. In the fourth quarter of 2024, all-Flash Array Business’ annualized revenue run rate was $3.6 billion, up 17% year over year. \nNetApp expects its expertise in tackling critical customer priorities, such as AI, business analytics, cloud transitions, data security and application modernization, to drive expansion. The enterprise storage products of NTAP will allow users to boost their workload including traditional enterprise applications and generative AI. \nRobust Earnings Estimate Revisions for NTAP Stock\nNTAP has an expected revenue and earnings growth rate of 4.9% and 8.8%, respectively, for the current year (ending April 2025). The Zacks Consensus Estimate for the current-quarter, next-quarter, current-year and next-year earnings has improved over the last 30 days.\nImage Source: Zacks Investment Research\nAttractive Price Upside Potential for NTAP Shares\nThe stock price of NetApp has climbed 29.6% year to date. In the past month shares have fallen 4.2%. Despite this, the short-term average price target of brokerage firms for the stock represents an increase of 13.3% from the last closing price of $114.18. The brokerage target price is currently in the range of $108-$155.\nImage Source: Zacks Investment Research\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nIntel Corporation (INTC) : Free Stock Analysis Report\nAdvanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report\nNetApp, Inc. (NTAP) : Free Stock Analysis Report\nMicron Technology, Inc. (MU) : Free Stock Analysis Report\nNVIDIA Corporation (NVDA) : Free Stock Analysis Report\nTaiwan Semiconductor Manufacturing Company Ltd. (TSM) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342732184690904,"gmtCreate":1724681475512,"gmtModify":1724681479153,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"Fake news. It will continue to fall","listText":"Fake news. It will continue to fall","text":"Fake news. It will continue to fall","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342732184690904","repostId":"2462913768","repostType":2,"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333088448262248,"gmtCreate":1722348463080,"gmtModify":1722348467048,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"Can't trust these articles these days. Only direction is down!","listText":"Can't trust these articles these days. Only direction is down!","text":"Can't trust these articles these days. Only direction is down!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333088448262248","repostId":"2455459106","repostType":2,"repost":{"id":"2455459106","kind":"highlight","pubTimestamp":1722294558,"share":"https://ttm.financial/m/news/2455459106?lang=&edition=full_marsco","pubTime":"2024-07-30 07:09","market":"us","language":"en","title":"Micron Technology, Inc. (MU): Peconic Partners is Bullish on This Stock Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2455459106","media":"Insider Monkey","summary":"We recently compiled a list of the 191.50% in 3 Years: Peconic Hedge Fund's Top 10 Stock Picks. In this article, we are going to take a look at where Micron Technology, Inc.  stands against the other stocks.Established in 1997, Peconic Partners is a hedge fund manager based in New York, under the leadership of William Harnisch. The firm manages both its capital and that of its clients, using long/short equity hedge fund strategies. It also follows a thematic investment approach with a structured and consistent methodology, aiming to achieve positive returns over the long term regardless of market conditions.Peconic Partners's stock selection approach is driven by its deep experience. The Peconic Partners investment strategy has a history spanning over 40 years, originating with its predecessor firm. Peconic Partners' long-term track record, history of capital appreciation, and past ability to generate alpha are testaments to the vision, insight, and patience derived from their experien","content":"<html><body><p>We recently compiled a list of the <strong>191.50% in 3 Years: Peconic Hedge Fund's Top 10 Stock Picks</strong>. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against the other stocks.</p>\n<p>Established in 1997, Peconic Partners is a hedge fund manager based in New York, under the leadership of William Harnisch. The firm manages both its capital and that of its clients, using long/short equity hedge fund strategies. It also follows a thematic investment approach with a structured and consistent methodology, aiming to achieve positive returns over the long term regardless of market conditions.</p>\n<p>Peconic Partners's stock selection approach is driven by its deep experience. The Peconic Partners investment strategy has a history spanning over 40 years, originating with its predecessor firm. Peconic Partners' long-term track record, history of capital appreciation, and past ability to generate alpha are testaments to the vision, insight, and patience derived from their experience.</p>\n<p>William Harnisch is the Chief Investment Strategist at Peconic Partners. He managed Peconic Partners from the late 1970s until 1997 when the long-only business was sold to a privately-held financial services firm aiming to expand its asset management business. However, William Harnisch and his partners retained exclusive ownership of the hedge business. In December 2004, he and the current Peconic team formed Peconic Partners, continuing the successful and disciplined hedge fund strategy practiced since the late 1970s.</p>\n<p>Mr. Harnisch's career began in 1968 at Chase Manhattan Bank. He later joined Forstmann-Leff Associates (FLA), managing assets exceeding $5 billion and entering the hedge fund business in 1986. In 1997, he sold FLA's long-only business and in 2004, he founded Peconic Partners to concentrate on hedged products. William Harnisch holds a B.B.A. from Baruch College and is a Chartered Financial Analyst. He is active in philanthropy through the William F. Harnisch Foundation and is a board member of the Baruch College Fund. His market insights have been featured in the Wall Street Journal and Barron’s.</p>\n<p>In 2023, Peconic Partners LLC regained the top spot on HedgeFollow's Top 20 Best Performing Hedge Funds list. Despite challenges like rising inflation and market volatility, Peconic Partners delivered a remarkable 191.50% performance over three years. This achievement is significant as many money managers struggled during a surprising market rally. While only 38% of large-cap mutual funds beat the market in 2023, and long-short hedge funds saw minimal gains, Peconic Partners excelled. For the fourth year in a row, the New York-based fund achieved an annual gain of 38%, three times higher than the S&amp;P 500’s performance.</p>\n<p>In late December of 2023, Mr. Harnisch increased bets against the SPDR S&amp;P 500 ETF Trust and took short positions in expensive industrial stocks and consumer-product makers that have raised prices aggressively. This caused the fund's net leverage to decrease from 50% to 33% in a few weeks, and it has continued to drop in early 2024.</p>\n<p><em><strong>Our Methodology</strong></em></p>\n<p>The companies mentioned in this article come from Peconic Hedge Fund's top 10 stock picks at the end of the first quarter of 2024. To give readers a thorough understanding of these companies, we've included analyst ratings and other relevant details. We also mention the number of hedge fund investors in each company. Why focus on the stocks that hedge funds invest in? Our research shows that mimicking the top picks of the best hedge funds can lead to market-beating returns. Our quarterly newsletter's strategy, which selects 14 small-cap and large-cap stocks each quarter, has returned 275% since May 2014, outperforming its benchmark by 150 percentage points. (<strong>see more details here</strong>)</p>\n<img height=\"816\" src=\"https://s.yimg.com/uu/api/res/1.2/Gc4T_wfef3fvoTlKk1hNEg--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/cece14d8df3ff9750f89999715c2f4bb\" width=\"1456\"/> A close-up view of a computer motherboard with integrated semiconductor chips. \n<h3>Micron Technology, Inc. (NASDAQ:MU)</h3>\n<p><em><strong>Number of Hedge Fund Holders:\n    115</strong></em></p>\n<p>Micron Technology, Inc. (NASDAQ:MU) ranks 4th in Peconic Hedge Fund's top 10 stock picks. According to regulatory filings for the first quarter of 2024, Peconic Partners owned 775,000 shares of Micron Technology, Inc. (NASDAQ:MU), worth $91,364,750, representing 4.05% of their portfolio. Micron Technology, Inc. (NASDAQ:MU) is enjoying increased profitability thanks to strong demand for its memory and storage products. Micron Technology, Inc. (NASDAQ:MU) exceeded profit expectations for Q3 2024, with sales surging, and plans to boost capital expenditures to meet this demand.</p>\n<p>Financial researcher On the Pulse stated that Micron Technology, Inc. (NASDAQ:MU)'s stock is undervalued, trading at less than 13.9 times its earnings, and has the potential for substantial sales growth in 2025.</p>\n<p>ClearBridge Value Equity Strategy stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its Q2 2024 investor letter:</p>\n<blockquote>\n<p>“Stock selection in the IT sector proved to be the largest contributor to performance, particularly driven by the strong performance of <strong>Micron Technology, Inc.</strong> (NASDAQ:MU) The company, which designs, develops, manufactures and sells memory and storage products, continued its strong performance alongside other AI beneficiaries as the anticipated demand for new and additional storage essential for housing and training large language AI models continues to grow.”</p>\n</blockquote>\n<p>Overall MU <strong>ranks 4th</strong> on our list of Peconic Partners' top 10 stock picks. You can visit <strong>191.50% in 3 Years: Peconic Hedge Fund's Top 10 Stock Picks</strong><strong> </strong>to see the other stocks that are on hedge funds’ radar. While we recognize MU's potential as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than MU but that trades at less than 5 times its earnings, check out our report about the<strong> cheapest AI stock</strong>.</p>   \n<p><strong>READ NEXT: Analyst Sees a New $25 Billion “Opportunity” for NVIDIA and Jim Cramer is Recommending These 10 Stocks in June.</strong></p>   \n<p>Disclosure: None. This article is originally published at Insider Monkey.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Technology, Inc. (MU): Peconic Partners is Bullish on This Stock Now</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\">\nMicron Technology, Inc. (MU): Peconic Partners is Bullish on This Stock Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-30 07:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/micron-technology-inc-mu-peconic-230918936.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We recently compiled a list of the 191.50% in 3 Years: Peconic Hedge Fund's Top 10 Stock Picks. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against...</p>\n\n<a href=\"https://finance.yahoo.com/news/micron-technology-inc-mu-peconic-230918936.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/WV1rZpZVZ5.vOErnVRlVLA--~B/aD04MTY7dz0xNDU2O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/insidermonkey.com/cece14d8df3ff9750f89999715c2f4bb","relate_stocks":{"BK4553":"喜马拉雅资本持仓","PSQ":"纳指反向ETF","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4585":"ETF&股票定投概念","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4566":"资本集团","BK4575":"芯片概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","QID":"纳指两倍做空ETF","LU0082616367.USD":"摩根大通美国科技A（dist）",".IXIC":"NASDAQ Composite","BK4527":"明星科技股","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","SQQQ":"纳指三倍做空ETF","BK4588":"碎股","BK4579":"人工智能","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4141":"半导体产品","MU":"美光科技","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","TQQQ":"纳指三倍做多ETF","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4512":"苹果概念","BK4532":"文艺复兴科技持仓","QLD":"纳指两倍做多ETF","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4554":"元宇宙及AR概念","LU2286300806.USD":"Allianz Cyber Security AT Acc USD"},"source_url":"https://finance.yahoo.com/news/micron-technology-inc-mu-peconic-230918936.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2455459106","content_text":"We recently compiled a list of the 191.50% in 3 Years: Peconic Hedge Fund's Top 10 Stock Picks. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against the other stocks.\nEstablished in 1997, Peconic Partners is a hedge fund manager based in New York, under the leadership of William Harnisch. The firm manages both its capital and that of its clients, using long/short equity hedge fund strategies. It also follows a thematic investment approach with a structured and consistent methodology, aiming to achieve positive returns over the long term regardless of market conditions.\nPeconic Partners's stock selection approach is driven by its deep experience. The Peconic Partners investment strategy has a history spanning over 40 years, originating with its predecessor firm. Peconic Partners' long-term track record, history of capital appreciation, and past ability to generate alpha are testaments to the vision, insight, and patience derived from their experience.\nWilliam Harnisch is the Chief Investment Strategist at Peconic Partners. He managed Peconic Partners from the late 1970s until 1997 when the long-only business was sold to a privately-held financial services firm aiming to expand its asset management business. However, William Harnisch and his partners retained exclusive ownership of the hedge business. In December 2004, he and the current Peconic team formed Peconic Partners, continuing the successful and disciplined hedge fund strategy practiced since the late 1970s.\nMr. Harnisch's career began in 1968 at Chase Manhattan Bank. He later joined Forstmann-Leff Associates (FLA), managing assets exceeding $5 billion and entering the hedge fund business in 1986. In 1997, he sold FLA's long-only business and in 2004, he founded Peconic Partners to concentrate on hedged products. William Harnisch holds a B.B.A. from Baruch College and is a Chartered Financial Analyst. He is active in philanthropy through the William F. Harnisch Foundation and is a board member of the Baruch College Fund. His market insights have been featured in the Wall Street Journal and Barron’s.\nIn 2023, Peconic Partners LLC regained the top spot on HedgeFollow's Top 20 Best Performing Hedge Funds list. Despite challenges like rising inflation and market volatility, Peconic Partners delivered a remarkable 191.50% performance over three years. This achievement is significant as many money managers struggled during a surprising market rally. While only 38% of large-cap mutual funds beat the market in 2023, and long-short hedge funds saw minimal gains, Peconic Partners excelled. For the fourth year in a row, the New York-based fund achieved an annual gain of 38%, three times higher than the S&P 500’s performance.\nIn late December of 2023, Mr. Harnisch increased bets against the SPDR S&P 500 ETF Trust and took short positions in expensive industrial stocks and consumer-product makers that have raised prices aggressively. This caused the fund's net leverage to decrease from 50% to 33% in a few weeks, and it has continued to drop in early 2024.\nOur Methodology\nThe companies mentioned in this article come from Peconic Hedge Fund's top 10 stock picks at the end of the first quarter of 2024. To give readers a thorough understanding of these companies, we've included analyst ratings and other relevant details. We also mention the number of hedge fund investors in each company. Why focus on the stocks that hedge funds invest in? Our research shows that mimicking the top picks of the best hedge funds can lead to market-beating returns. Our quarterly newsletter's strategy, which selects 14 small-cap and large-cap stocks each quarter, has returned 275% since May 2014, outperforming its benchmark by 150 percentage points. (see more details here)\n A close-up view of a computer motherboard with integrated semiconductor chips. \nMicron Technology, Inc. (NASDAQ:MU)\nNumber of Hedge Fund Holders:\n    115\nMicron Technology, Inc. (NASDAQ:MU) ranks 4th in Peconic Hedge Fund's top 10 stock picks. According to regulatory filings for the first quarter of 2024, Peconic Partners owned 775,000 shares of Micron Technology, Inc. (NASDAQ:MU), worth $91,364,750, representing 4.05% of their portfolio. Micron Technology, Inc. (NASDAQ:MU) is enjoying increased profitability thanks to strong demand for its memory and storage products. Micron Technology, Inc. (NASDAQ:MU) exceeded profit expectations for Q3 2024, with sales surging, and plans to boost capital expenditures to meet this demand.\nFinancial researcher On the Pulse stated that Micron Technology, Inc. (NASDAQ:MU)'s stock is undervalued, trading at less than 13.9 times its earnings, and has the potential for substantial sales growth in 2025.\nClearBridge Value Equity Strategy stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its Q2 2024 investor letter:\n\n“Stock selection in the IT sector proved to be the largest contributor to performance, particularly driven by the strong performance of Micron Technology, Inc. (NASDAQ:MU) The company, which designs, develops, manufactures and sells memory and storage products, continued its strong performance alongside other AI beneficiaries as the anticipated demand for new and additional storage essential for housing and training large language AI models continues to grow.”\n\nOverall MU ranks 4th on our list of Peconic Partners' top 10 stock picks. You can visit 191.50% in 3 Years: Peconic Hedge Fund's Top 10 Stock Picks to see the other stocks that are on hedge funds’ radar. While we recognize MU's potential as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than MU but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.   \nREAD NEXT: Analyst Sees a New $25 Billion “Opportunity” for NVIDIA and Jim Cramer is Recommending These 10 Stocks in June.   \nDisclosure: None. This article is originally published at Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":332867567485032,"gmtCreate":1722294537109,"gmtModify":1722294540485,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"Fake news. It will only spiral down","listText":"Fake news. It will only spiral down","text":"Fake news. It will only spiral down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332867567485032","repostId":"2455963666","repostType":2,"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943678096,"gmtCreate":1679445455516,"gmtModify":1679445459075,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"Haha","listText":"Haha","text":"Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943678096","repostId":"2321670854","repostType":2,"repost":{"id":"2321670854","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1679428829,"share":"https://ttm.financial/m/news/2321670854?lang=&edition=full_marsco","pubTime":"2023-03-22 04:00","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Green on Bank Bounce As Fed Takes Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2321670854","media":"Reuters","summary":"Wall Street closed sharply higher on Tuesday as widespread fears over liquidity in the banking secto","content":"<html><head></head><body><p>Wall Street closed sharply higher on Tuesday as widespread fears over liquidity in the banking sector abated and market participants eyed the Federal Reserve, which is expected to conclude its two-day policy meeting on Wednesday with a 25 basis-point hike to its policy rate.</p><p>All three major U.S. stock indexes were bright green as the session closed, with smallcaps, energy and financials enjoying the most sizable gains.</p><p>A one-two punch of regional bank failures last week, followed by the rescue of $First Republic Bank(FRC-N)$ and the takeover of Credit Suisse, sparked a rout in banking stocks and fueled worries of contagion in the financial sector which, in turn, heightened global anxieties over the growing possibility of recession.</p><p>But banking stocks bounced back on Tuesday, building on Monday&#39;s reversal. Still, despite its recent resurgence, the S&amp;P banks index has lost nearly 18% of its value just this month.</p><p>Both the SPXBK and the KBW Regional Banking index marked their biggest one-day percentage jumps in months.</p><p>&#34;The stock market is coming to a recognition that the banking crisis wasn&#39;t a crisis after all, and was isolated to a handful of banks,&#34; said Oliver Pursche, senior vice president at Wealthspire Advisors in New York. &#34;Both the public and the private sector have shown they are more than able to backstop and shore up weak institutions.&#34;</p><p>Treasury Secretary Janet Yellen, in prepared remarks before the American Bankers Association, said the U.S. banking system has stabilized due to decisive actions from regulators, but warned more action might be required.</p><p>Attention now shifts to the Fed, which has gathered for its two-day monetary policy meeting, at which the members of the Federal Open Markets Committee <a href=\"https://laohu8.com/S/FOMC\">$(FOMC)$</a> will revisit their economic projections and, in all likelihood, implement another increase to the Fed funds target rate in their ongoing battle against inflation.</p><p>&#34;The Fed will raise interest rates by 25 basis points and the market won&#39;t care,&#34; Pursche added. &#34;It will all be about (Chairman Jerome) Powell&#39;s statement on the economy and inflation, and if he can do a good enough job convincing the public that the banking noise&#34; can be attributed to bad management on the part of a few banks.</p><p>At last glance, financial markets have now priced in an 83.4% likelihood of a 25 basis-point rate hike, and a 16.6% probability that the central bank will leave its policy rate unchanged, according to CME&#39;s FedWatch tool.</p><p>Economic data released early in the session showed a 14.5% jump in existing home sales, blasting past expectations and snapping a 12-month losing streak.</p><p>According to preliminary data, the S&amp;P 500 gained 50.84 points, or 1.29%, to end at 4,002.41 points, while the Nasdaq Composite gained 181.47 points, or 1.55%, to 11,860.04. The Dow Jones Industrial Average rose 313.36 points, or 0.97%, to 32,566.44.</p><p>Shares of <a href=\"https://laohu8.com/S/FRCDL\">First Republic Bank</a> saw their biggest-ever one-day percentage jump as JPMorgan CEO Jamie Dimon leads talks with other big banks aimed at investing in the lender, according to the Wall Street Journal. Peers <a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a> and Western Alliance Bancorp also surged.</p><p>Tesla Inc advanced after the electric automaker appeared on track to report one of its best quarters in China, according to car registration data.</p><p><img src=\"https://static.tigerbbs.com/b7948a6ab28102cd1434626ac859aa85\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends Green on Bank Bounce As Fed Takes Focus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends Green on Bank Bounce As Fed Takes Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-03-22 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street closed sharply higher on Tuesday as widespread fears over liquidity in the banking sector abated and market participants eyed the Federal Reserve, which is expected to conclude its two-day policy meeting on Wednesday with a 25 basis-point hike to its policy rate.</p><p>All three major U.S. stock indexes were bright green as the session closed, with smallcaps, energy and financials enjoying the most sizable gains.</p><p>A one-two punch of regional bank failures last week, followed by the rescue of $First Republic Bank(FRC-N)$ and the takeover of Credit Suisse, sparked a rout in banking stocks and fueled worries of contagion in the financial sector which, in turn, heightened global anxieties over the growing possibility of recession.</p><p>But banking stocks bounced back on Tuesday, building on Monday&#39;s reversal. Still, despite its recent resurgence, the S&amp;P banks index has lost nearly 18% of its value just this month.</p><p>Both the SPXBK and the KBW Regional Banking index marked their biggest one-day percentage jumps in months.</p><p>&#34;The stock market is coming to a recognition that the banking crisis wasn&#39;t a crisis after all, and was isolated to a handful of banks,&#34; said Oliver Pursche, senior vice president at Wealthspire Advisors in New York. &#34;Both the public and the private sector have shown they are more than able to backstop and shore up weak institutions.&#34;</p><p>Treasury Secretary Janet Yellen, in prepared remarks before the American Bankers Association, said the U.S. banking system has stabilized due to decisive actions from regulators, but warned more action might be required.</p><p>Attention now shifts to the Fed, which has gathered for its two-day monetary policy meeting, at which the members of the Federal Open Markets Committee <a href=\"https://laohu8.com/S/FOMC\">$(FOMC)$</a> will revisit their economic projections and, in all likelihood, implement another increase to the Fed funds target rate in their ongoing battle against inflation.</p><p>&#34;The Fed will raise interest rates by 25 basis points and the market won&#39;t care,&#34; Pursche added. &#34;It will all be about (Chairman Jerome) Powell&#39;s statement on the economy and inflation, and if he can do a good enough job convincing the public that the banking noise&#34; can be attributed to bad management on the part of a few banks.</p><p>At last glance, financial markets have now priced in an 83.4% likelihood of a 25 basis-point rate hike, and a 16.6% probability that the central bank will leave its policy rate unchanged, according to CME&#39;s FedWatch tool.</p><p>Economic data released early in the session showed a 14.5% jump in existing home sales, blasting past expectations and snapping a 12-month losing streak.</p><p>According to preliminary data, the S&amp;P 500 gained 50.84 points, or 1.29%, to end at 4,002.41 points, while the Nasdaq Composite gained 181.47 points, or 1.55%, to 11,860.04. The Dow Jones Industrial Average rose 313.36 points, or 0.97%, to 32,566.44.</p><p>Shares of <a href=\"https://laohu8.com/S/FRCDL\">First Republic Bank</a> saw their biggest-ever one-day percentage jump as JPMorgan CEO Jamie Dimon leads talks with other big banks aimed at investing in the lender, according to the Wall Street Journal. Peers <a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a> and Western Alliance Bancorp also surged.</p><p>Tesla Inc advanced after the electric automaker appeared on track to report one of its best quarters in China, according to car registration data.</p><p><img src=\"https://static.tigerbbs.com/b7948a6ab28102cd1434626ac859aa85\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321670854","content_text":"Wall Street closed sharply higher on Tuesday as widespread fears over liquidity in the banking sector abated and market participants eyed the Federal Reserve, which is expected to conclude its two-day policy meeting on Wednesday with a 25 basis-point hike to its policy rate.All three major U.S. stock indexes were bright green as the session closed, with smallcaps, energy and financials enjoying the most sizable gains.A one-two punch of regional bank failures last week, followed by the rescue of $First Republic Bank(FRC-N)$ and the takeover of Credit Suisse, sparked a rout in banking stocks and fueled worries of contagion in the financial sector which, in turn, heightened global anxieties over the growing possibility of recession.But banking stocks bounced back on Tuesday, building on Monday's reversal. Still, despite its recent resurgence, the S&P banks index has lost nearly 18% of its value just this month.Both the SPXBK and the KBW Regional Banking index marked their biggest one-day percentage jumps in months.\"The stock market is coming to a recognition that the banking crisis wasn't a crisis after all, and was isolated to a handful of banks,\" said Oliver Pursche, senior vice president at Wealthspire Advisors in New York. \"Both the public and the private sector have shown they are more than able to backstop and shore up weak institutions.\"Treasury Secretary Janet Yellen, in prepared remarks before the American Bankers Association, said the U.S. banking system has stabilized due to decisive actions from regulators, but warned more action might be required.Attention now shifts to the Fed, which has gathered for its two-day monetary policy meeting, at which the members of the Federal Open Markets Committee $(FOMC)$ will revisit their economic projections and, in all likelihood, implement another increase to the Fed funds target rate in their ongoing battle against inflation.\"The Fed will raise interest rates by 25 basis points and the market won't care,\" Pursche added. \"It will all be about (Chairman Jerome) Powell's statement on the economy and inflation, and if he can do a good enough job convincing the public that the banking noise\" can be attributed to bad management on the part of a few banks.At last glance, financial markets have now priced in an 83.4% likelihood of a 25 basis-point rate hike, and a 16.6% probability that the central bank will leave its policy rate unchanged, according to CME's FedWatch tool.Economic data released early in the session showed a 14.5% jump in existing home sales, blasting past expectations and snapping a 12-month losing streak.According to preliminary data, the S&P 500 gained 50.84 points, or 1.29%, to end at 4,002.41 points, while the Nasdaq Composite gained 181.47 points, or 1.55%, to 11,860.04. The Dow Jones Industrial Average rose 313.36 points, or 0.97%, to 32,566.44.Shares of First Republic Bank saw their biggest-ever one-day percentage jump as JPMorgan CEO Jamie Dimon leads talks with other big banks aimed at investing in the lender, according to the Wall Street Journal. Peers PacWest Bancorp and Western Alliance Bancorp also surged.Tesla Inc advanced after the electric automaker appeared on track to report one of its best quarters in China, according to car registration data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943893488,"gmtCreate":1679324037644,"gmtModify":1679324206982,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"Y","listText":"Y","text":"Y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943893488","repostId":"1197049348","repostType":2,"repost":{"id":"1197049348","kind":"news","pubTimestamp":1679301944,"share":"https://ttm.financial/m/news/1197049348?lang=&edition=full_marsco","pubTime":"2023-03-20 16:45","market":"us","language":"en","title":"Risky Credit Suisse Bond Wipeout Upends $275 Billion Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1197049348","media":"Bloomberg","summary":"Holders of AT1 bonds get nothing as shareholders get billionsInvestors in a key corner of bank-fundi","content":"<html><head></head><body><ul><li>Holders of AT1 bonds get nothing as shareholders get billions</li><li>Investors in a key corner of bank-funding market left reeling</li></ul><p>Among the biggest losers in the shotgun sale of Credit Suisse Group AG are investors in the firm’s riskiest bonds, known as AT1s, worth $17 billion.</p><p>These money managers are set to be wiped out— potentially sending that $275 billion market for bank funding into a tailspin, while threatening blowback for European policy makers in crisis-fighting mode.</p><p>Creditors are frantically poring through the fine print for these so-called additional tier 1 securities to understand if authorities in other countries could repeat what the Swiss government did on Sunday: Wiping them out while preserving $3.3 billion of value for equity investors. That’s not supposed to be the pecking order, some holders in the bonds insist.</p><p>“This just makes no sense,” said Patrik Kauffmann, a fixed-income portfolio manager at Aquila Asset Management, who holds the notes. “Shareholders should get zero” because “it’s crystal clear that AT1s are senior to stocks.”</p><p>One UK bank CEO put it even more bluntly: The Swiss have killed this key corner of funding for lenders, he said, asking not to be named because the situation is sensitive. His comments underscore how the global financial community is on edge after the UBS takeover of Credit Suisse, which came on the heels of the collapse of three regional US banks.</p><p>Prices of AT1s in Asia slid on Monday, with debt securities of some lenders in the region dropping by record amounts. Bank of East Asia Ltd.’s 5.825% perpetual dollar note slumped 9.4 cents on the dollar to about 80 cents, which would be a record decline if maintained through the end of Monday’s trading, according to data compiled by Bloomberg.</p><p>HSBC Holdings Plc’s 8% AT1 fell about 5 cents Monday to below 90 cents, according to credit traders. That would be its biggest daily drop since it began trading early this month.</p><p>It’s not that the bonds weren’t supposed to take some of the blow from the Credit Suisse collapse. In fact, that’s in large part what they were created to do when they were first conceived by European regulators in the aftermath of the global financial crisis, as a way to impose losses on creditors when banks start to fail without resorting to taxpayer money.</p><p>Yet, by privileging equity investors over holders of the riskiest bank securities, it’s left the bond community confused and rattled about who ranks first when it comes to the hierarchy of investor claims the next time a lender is in trouble.</p><p>With litigation potentially brewing, Goldman Sachs Group Inc. traders were preparing to take bids on claims against Credit Suisse’s riskiest bonds for investors betting they can ultimately recover some value.</p><p>“Wiping out AT1 holders while paying substantial amounts to shareholders goes against all the resolution principles and rules that were agreed internationally after 2008,” according to Jérôme Legras, head of research at Axiom Alternative Investments, who said the firm owns AT1 bonds issued by Credit Suisse.</p><p>From the perspective of Swiss officials, it was able to force a write-off of the securities because it needed to boost Credit Suisse’s capital and resolve its liquidity problems. The bonds typically face a haircut whenever government support is offered to a lender facing solvency problems.</p><p>Yet market participants say the move will likely lead to a disruptive industry-wide repricing. The market for new AT1 bonds will likely go into deep freeze and the cost of risky bank funding risks jumping higher given the regulatory decision caught some creditors off-guard, say traders.</p><p>That would give bank treasurers fewer options to raise capital at a time of market stress, with the Federal Reserve and five other central banks announcing coordinated action on Sunday to boost dollar liquidity.</p><p>“The AT1 market will be shut now for new issuance for a while,” said Luke Hickmore, investment director at abrdn Plc, who holds a small number of the Credit Suisse notes. “We will all be parsing which securities in AT1 space have a similar trigger to CS’s and which don’t, which banks need to issue AT1s and which don’t.”</p><p>Even before the wipeout, rising worries about the financial system caused the average AT1 note to tumble over the last two weeks, with pricing indicated at almost 20% below face value — one of the steepest discounts on record.</p><h2>‘Poorly Designed’</h2><p>AT1s were dreamt up by regulators to act as an additional buffer of capital between shareholders and bondholders. Yet the legal framework has always been subject to uncertainty and some controversy.</p><p>The latest move by policy makers shows that the “structure has proved to be poorly designed and will be probably phased out,” said Francesco Castelli, head of fixed income at Banor Capital.</p><p>The decision by the Swiss Financial Market Supervisory Authority is “probably legal,” he said, adding he expects Credit Suisse’s AT1 obligations to trade at close to zero tomorrow. “Holders will only have some recovery chance in court.” Castelli owns bonds issued by the bank but declined to say if he has a position in the AT1s.</p><p>Still, the decision to wipe out the holders of those bonds gets support from John McClain, portfolio manager at Brandywine Global Investment Management.</p><p>“It’s absolutely the right thing to do to prevent moral hazard from creeping into that part of the market. Those bonds were created for moments like this — similar to catastrophe bonds.”</p><h2>Counterparty Risk</h2><p>The acquisition of Credit Suisse comes after the failure of a number of US regional banks this month sent concerns rippling through the financial system. The Zurich-based lender’s bonds and shares plunged and counterparties on trades began buying protection against a possible default.</p><p>A collapse of the bank would have caused huge collateral damage to the Swiss financial industry, and a risk of contagion for UBS and other banks, the country’s finance minister Karin Keller-Sutter said at a press conference on Sunday.</p><p>“The bankruptcy of a global systematically important bank would have caused irreparable economic turmoil in Switzerland and throughout the world,” she said.</p><p>Traders quickly made clear they had some skepticism about the deal. UBS’s credit default swaps, derivatives often used to gauge a borrower’s credit risk, widened by at least 40 basis points to 215 bps for five-year contracts, according to people with knowledge of the matter. They asked not to be named as the information is private.</p><p>As part of the takeover, the Swiss central bank is offering a 100 billion-franc liquidity assistance to UBS and the government is granting a 9 billion-franc guarantee for potential losses from assets it is taking on. That comes after Credit Suisse was left deeply wounded by everything from the blowup of Archegos to the collapse of a suite of funds it ran with Greensill Capital.</p><p>“Hindsight is wonderful,” Credit Suisse Chairman Axel Lehmann said at Sunday’s press conference. “We were overtaken by legacy situations, by risks that materialized last year. We were affected by a market model that no longer works in this environment.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Risky Credit Suisse Bond Wipeout Upends $275 Billion Market</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\">\nRisky Credit Suisse Bond Wipeout Upends $275 Billion Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-20 16:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-20/wipeout-of-risky-credit-suisse-bonds-upends-275-billion-market><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Holders of AT1 bonds get nothing as shareholders get billionsInvestors in a key corner of bank-funding market left reelingAmong the biggest losers in the shotgun sale of Credit Suisse Group AG are ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-20/wipeout-of-risky-credit-suisse-bonds-upends-275-billion-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-20/wipeout-of-risky-credit-suisse-bonds-upends-275-billion-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197049348","content_text":"Holders of AT1 bonds get nothing as shareholders get billionsInvestors in a key corner of bank-funding market left reelingAmong the biggest losers in the shotgun sale of Credit Suisse Group AG are investors in the firm’s riskiest bonds, known as AT1s, worth $17 billion.These money managers are set to be wiped out— potentially sending that $275 billion market for bank funding into a tailspin, while threatening blowback for European policy makers in crisis-fighting mode.Creditors are frantically poring through the fine print for these so-called additional tier 1 securities to understand if authorities in other countries could repeat what the Swiss government did on Sunday: Wiping them out while preserving $3.3 billion of value for equity investors. That’s not supposed to be the pecking order, some holders in the bonds insist.“This just makes no sense,” said Patrik Kauffmann, a fixed-income portfolio manager at Aquila Asset Management, who holds the notes. “Shareholders should get zero” because “it’s crystal clear that AT1s are senior to stocks.”One UK bank CEO put it even more bluntly: The Swiss have killed this key corner of funding for lenders, he said, asking not to be named because the situation is sensitive. His comments underscore how the global financial community is on edge after the UBS takeover of Credit Suisse, which came on the heels of the collapse of three regional US banks.Prices of AT1s in Asia slid on Monday, with debt securities of some lenders in the region dropping by record amounts. Bank of East Asia Ltd.’s 5.825% perpetual dollar note slumped 9.4 cents on the dollar to about 80 cents, which would be a record decline if maintained through the end of Monday’s trading, according to data compiled by Bloomberg.HSBC Holdings Plc’s 8% AT1 fell about 5 cents Monday to below 90 cents, according to credit traders. That would be its biggest daily drop since it began trading early this month.It’s not that the bonds weren’t supposed to take some of the blow from the Credit Suisse collapse. In fact, that’s in large part what they were created to do when they were first conceived by European regulators in the aftermath of the global financial crisis, as a way to impose losses on creditors when banks start to fail without resorting to taxpayer money.Yet, by privileging equity investors over holders of the riskiest bank securities, it’s left the bond community confused and rattled about who ranks first when it comes to the hierarchy of investor claims the next time a lender is in trouble.With litigation potentially brewing, Goldman Sachs Group Inc. traders were preparing to take bids on claims against Credit Suisse’s riskiest bonds for investors betting they can ultimately recover some value.“Wiping out AT1 holders while paying substantial amounts to shareholders goes against all the resolution principles and rules that were agreed internationally after 2008,” according to Jérôme Legras, head of research at Axiom Alternative Investments, who said the firm owns AT1 bonds issued by Credit Suisse.From the perspective of Swiss officials, it was able to force a write-off of the securities because it needed to boost Credit Suisse’s capital and resolve its liquidity problems. The bonds typically face a haircut whenever government support is offered to a lender facing solvency problems.Yet market participants say the move will likely lead to a disruptive industry-wide repricing. The market for new AT1 bonds will likely go into deep freeze and the cost of risky bank funding risks jumping higher given the regulatory decision caught some creditors off-guard, say traders.That would give bank treasurers fewer options to raise capital at a time of market stress, with the Federal Reserve and five other central banks announcing coordinated action on Sunday to boost dollar liquidity.“The AT1 market will be shut now for new issuance for a while,” said Luke Hickmore, investment director at abrdn Plc, who holds a small number of the Credit Suisse notes. “We will all be parsing which securities in AT1 space have a similar trigger to CS’s and which don’t, which banks need to issue AT1s and which don’t.”Even before the wipeout, rising worries about the financial system caused the average AT1 note to tumble over the last two weeks, with pricing indicated at almost 20% below face value — one of the steepest discounts on record.‘Poorly Designed’AT1s were dreamt up by regulators to act as an additional buffer of capital between shareholders and bondholders. Yet the legal framework has always been subject to uncertainty and some controversy.The latest move by policy makers shows that the “structure has proved to be poorly designed and will be probably phased out,” said Francesco Castelli, head of fixed income at Banor Capital.The decision by the Swiss Financial Market Supervisory Authority is “probably legal,” he said, adding he expects Credit Suisse’s AT1 obligations to trade at close to zero tomorrow. “Holders will only have some recovery chance in court.” Castelli owns bonds issued by the bank but declined to say if he has a position in the AT1s.Still, the decision to wipe out the holders of those bonds gets support from John McClain, portfolio manager at Brandywine Global Investment Management.“It’s absolutely the right thing to do to prevent moral hazard from creeping into that part of the market. Those bonds were created for moments like this — similar to catastrophe bonds.”Counterparty RiskThe acquisition of Credit Suisse comes after the failure of a number of US regional banks this month sent concerns rippling through the financial system. The Zurich-based lender’s bonds and shares plunged and counterparties on trades began buying protection against a possible default.A collapse of the bank would have caused huge collateral damage to the Swiss financial industry, and a risk of contagion for UBS and other banks, the country’s finance minister Karin Keller-Sutter said at a press conference on Sunday.“The bankruptcy of a global systematically important bank would have caused irreparable economic turmoil in Switzerland and throughout the world,” she said.Traders quickly made clear they had some skepticism about the deal. UBS’s credit default swaps, derivatives often used to gauge a borrower’s credit risk, widened by at least 40 basis points to 215 bps for five-year contracts, according to people with knowledge of the matter. They asked not to be named as the information is private.As part of the takeover, the Swiss central bank is offering a 100 billion-franc liquidity assistance to UBS and the government is granting a 9 billion-franc guarantee for potential losses from assets it is taking on. That comes after Credit Suisse was left deeply wounded by everything from the blowup of Archegos to the collapse of a suite of funds it ran with Greensill Capital.“Hindsight is wonderful,” Credit Suisse Chairman Axel Lehmann said at Sunday’s press conference. “We were overtaken by legacy situations, by risks that materialized last year. We were affected by a market model that no longer works in this environment.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952132225,"gmtCreate":1674520634968,"gmtModify":1676538944400,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952132225","repostId":"2305715203","repostType":4,"repost":{"id":"2305715203","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1674514916,"share":"https://ttm.financial/m/news/2305715203?lang=&edition=full_marsco","pubTime":"2023-01-24 07:01","market":"us","language":"en","title":"US STOCKS-Wall Street Extends Rally, Powered By Tech Bounce","url":"https://stock-news.laohu8.com/highlight/detail?id=2305715203","media":"Reuters","summary":"Baker Hughes falls on missing Q4 profit estimatesActivist investor Elliott Management takes stake in","content":"<html><head></head><body><ul><li>Baker Hughes falls on missing Q4 profit estimates</li><li>Activist investor Elliott Management takes stake in Salesforce</li><li>Chips surge on Barclay&#39;s upgrade</li><li>Indexes up: Dow 0.76%, S&amp;P 1.19%, Nasdaq 2.01%</li></ul><p><img src=\"https://static.tigerbbs.com/435c5b670a4f688979e87e3fbc67da21\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Wall Street closed sharply higher on Monday, fueled by surging technology stocks as investors began an earnings-heavy week with a renewed enthusiasm for market-leading momentum stocks that were battered last year.</p><p>All three major stock indexes extended Friday&#39;s gains, with the tech-heavy Nasdaq leading the pack, boosted by semiconductor shares   .</p><p>&#34;(Chips are) a group that&#39;s been depressed, so I’m not too surprised,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. &#34;We&#39;re going to see earnings from these companies over the next couple of weeks and that will be where the rubber meets the road.&#34;</p><p>&#34;It’s a group that was ripe for a rebound.&#34;</p><p>The session marks a calm before the storm in a week jam-packed with high profile earnings reports and back-end loaded with crucial economic data.</p><p>Investors are all but certain the Federal Reserve will implement a bite-sized interest rate hike next week even as the U.S. central bank remains committed to taming the hottest inflationary cycle in decades.</p><p>&#34;(Investors) are pretty comfortable that they’re going to see lower rate hikes from the Fed, that we are rounding the corner on inflation and interest rate hikes,&#34; Tuz added. &#34;Stocks can do well in that environment, especially the big growth stocks that drive the market.&#34;</p><p>Financial markets have priced in a 99.9% likelihood of a 25 basis point hike to the Fed funds target rate at the conclusion of its two-day monetary policy meeting next Wednesday, according to CME&#39;s FedWatch tool.</p><p>The Dow Jones Industrial Average    rose 254.07 points, or 0.76%, to 33,629.56, the S&amp;P 500    gained 47.2 points, or 1.19%, to 4,019.81 and the Nasdaq Composite    added 223.98 points, or 2.01%, to 11,364.41.</p><p>Of the 11 major S&amp;P 500 sectors, all but energy    ended green, with tech shares    enjoying the largest percentage gain, up 2.3% on the session.</p><p>The fourth-quarter reporting season has shifted into overdrive, with 57 of the companies in the S&amp;P 500 having posted results. Of those, 63% have delivered better-than-expected earnings, according to Refinitiv.</p><p>Analysts now see S&amp;P 500 fourth-quarter earnings, on aggregate, dropping 3% year-on-year, nearly twice as steep as the 1.6% annual drop seen at the beginning of the year, per Refinitiv.</p><p>This week, Microsoft Corp and Tesla Inc, along with a spate of heavy-hitting industrials including Boeing CO, <a href=\"https://laohu8.com/S/MMM\">3M</a> Co, Union Pacific Corp, Dow Inc, and Northrop Grumman Corp, are expected to post quarterly results.</p><p>The Philadelphia SE semiconductor index jumped 5.0%, its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day gain since Nov. 30 after Barclays upgraded the sector to &#34;overweight&#34; from &#34;equal weight.&#34;</p><p>Tesla surged 7.7% after Chief Executive Elon Musk took the stand in his fraud trial related to a tweet saying he had backing to take the electric automaker private.</p><p>Baker Hughes Co missed quarterly profit estimates due to inflation pressures and ongoing disruptions due to Russia&#39;s war on Ukraine. The oilfield services company&#39;s shares dipped 1.5%.</p><p>Cloud-based software firm Salesforce Inc jumped 3.1% following news that activist investor Elliot Management Corp has taken a multi-billion dollar stake in the company.</p><p>Spotify Technology SA joined the growing list of tech-related companies to announce impending job cuts, shedding 6% of its workforce as rising interest rates and the looming possibility of recession continue to pressure growth stocks. The music streaming company&#39;s shares rose 2.1%.</p><p>On the economic front, the U.S. Commerce Department is expected to unveil its initial &#34;advance&#34; take on fourth-quarter GDP on Thursday, which analysts expect to land at 2.5%.</p><p>On Friday, the wide-ranging personal consumption expenditures (PCE) report is due to shed light on consumer spending, income growth, and crucially, inflation.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.77-to-1 ratio; on Nasdaq, a 1.73-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 19 new lows.</p><p>Volume on U.S. exchanges was 11.99 billion shares, compared with the 10.62 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Extends Rally, Powered By Tech Bounce</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Extends Rally, Powered By Tech Bounce\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-01-24 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Baker Hughes falls on missing Q4 profit estimates</li><li>Activist investor Elliott Management takes stake in Salesforce</li><li>Chips surge on Barclay&#39;s upgrade</li><li>Indexes up: Dow 0.76%, S&amp;P 1.19%, Nasdaq 2.01%</li></ul><p><img src=\"https://static.tigerbbs.com/435c5b670a4f688979e87e3fbc67da21\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Wall Street closed sharply higher on Monday, fueled by surging technology stocks as investors began an earnings-heavy week with a renewed enthusiasm for market-leading momentum stocks that were battered last year.</p><p>All three major stock indexes extended Friday&#39;s gains, with the tech-heavy Nasdaq leading the pack, boosted by semiconductor shares   .</p><p>&#34;(Chips are) a group that&#39;s been depressed, so I’m not too surprised,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. &#34;We&#39;re going to see earnings from these companies over the next couple of weeks and that will be where the rubber meets the road.&#34;</p><p>&#34;It’s a group that was ripe for a rebound.&#34;</p><p>The session marks a calm before the storm in a week jam-packed with high profile earnings reports and back-end loaded with crucial economic data.</p><p>Investors are all but certain the Federal Reserve will implement a bite-sized interest rate hike next week even as the U.S. central bank remains committed to taming the hottest inflationary cycle in decades.</p><p>&#34;(Investors) are pretty comfortable that they’re going to see lower rate hikes from the Fed, that we are rounding the corner on inflation and interest rate hikes,&#34; Tuz added. &#34;Stocks can do well in that environment, especially the big growth stocks that drive the market.&#34;</p><p>Financial markets have priced in a 99.9% likelihood of a 25 basis point hike to the Fed funds target rate at the conclusion of its two-day monetary policy meeting next Wednesday, according to CME&#39;s FedWatch tool.</p><p>The Dow Jones Industrial Average    rose 254.07 points, or 0.76%, to 33,629.56, the S&amp;P 500    gained 47.2 points, or 1.19%, to 4,019.81 and the Nasdaq Composite    added 223.98 points, or 2.01%, to 11,364.41.</p><p>Of the 11 major S&amp;P 500 sectors, all but energy    ended green, with tech shares    enjoying the largest percentage gain, up 2.3% on the session.</p><p>The fourth-quarter reporting season has shifted into overdrive, with 57 of the companies in the S&amp;P 500 having posted results. Of those, 63% have delivered better-than-expected earnings, according to Refinitiv.</p><p>Analysts now see S&amp;P 500 fourth-quarter earnings, on aggregate, dropping 3% year-on-year, nearly twice as steep as the 1.6% annual drop seen at the beginning of the year, per Refinitiv.</p><p>This week, Microsoft Corp and Tesla Inc, along with a spate of heavy-hitting industrials including Boeing CO, <a href=\"https://laohu8.com/S/MMM\">3M</a> Co, Union Pacific Corp, Dow Inc, and Northrop Grumman Corp, are expected to post quarterly results.</p><p>The Philadelphia SE semiconductor index jumped 5.0%, its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day gain since Nov. 30 after Barclays upgraded the sector to &#34;overweight&#34; from &#34;equal weight.&#34;</p><p>Tesla surged 7.7% after Chief Executive Elon Musk took the stand in his fraud trial related to a tweet saying he had backing to take the electric automaker private.</p><p>Baker Hughes Co missed quarterly profit estimates due to inflation pressures and ongoing disruptions due to Russia&#39;s war on Ukraine. The oilfield services company&#39;s shares dipped 1.5%.</p><p>Cloud-based software firm Salesforce Inc jumped 3.1% following news that activist investor Elliot Management Corp has taken a multi-billion dollar stake in the company.</p><p>Spotify Technology SA joined the growing list of tech-related companies to announce impending job cuts, shedding 6% of its workforce as rising interest rates and the looming possibility of recession continue to pressure growth stocks. The music streaming company&#39;s shares rose 2.1%.</p><p>On the economic front, the U.S. Commerce Department is expected to unveil its initial &#34;advance&#34; take on fourth-quarter GDP on Thursday, which analysts expect to land at 2.5%.</p><p>On Friday, the wide-ranging personal consumption expenditures (PCE) report is due to shed light on consumer spending, income growth, and crucially, inflation.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.77-to-1 ratio; on Nasdaq, a 1.73-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 19 new lows.</p><p>Volume on U.S. exchanges was 11.99 billion shares, compared with the 10.62 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IVV":"标普500指数ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","TSLA":"特斯拉","SDOW":"道指三倍做空ETF-ProShares",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","DOG":"道指反向ETF","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","DDM":"道指两倍做多ETF","DXD":"道指两倍做空ETF","SH":"标普500反向ETF","LABP":"Landos Biopharma, Inc.","SPY":"标普500ETF","LHDX":"Lucira Health, Inc.","OEF":"标普100指数ETF-iShares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305715203","content_text":"Baker Hughes falls on missing Q4 profit estimatesActivist investor Elliott Management takes stake in SalesforceChips surge on Barclay's upgradeIndexes up: Dow 0.76%, S&P 1.19%, Nasdaq 2.01%Wall Street closed sharply higher on Monday, fueled by surging technology stocks as investors began an earnings-heavy week with a renewed enthusiasm for market-leading momentum stocks that were battered last year.All three major stock indexes extended Friday's gains, with the tech-heavy Nasdaq leading the pack, boosted by semiconductor shares   .\"(Chips are) a group that's been depressed, so I’m not too surprised,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"We're going to see earnings from these companies over the next couple of weeks and that will be where the rubber meets the road.\"\"It’s a group that was ripe for a rebound.\"The session marks a calm before the storm in a week jam-packed with high profile earnings reports and back-end loaded with crucial economic data.Investors are all but certain the Federal Reserve will implement a bite-sized interest rate hike next week even as the U.S. central bank remains committed to taming the hottest inflationary cycle in decades.\"(Investors) are pretty comfortable that they’re going to see lower rate hikes from the Fed, that we are rounding the corner on inflation and interest rate hikes,\" Tuz added. \"Stocks can do well in that environment, especially the big growth stocks that drive the market.\"Financial markets have priced in a 99.9% likelihood of a 25 basis point hike to the Fed funds target rate at the conclusion of its two-day monetary policy meeting next Wednesday, according to CME's FedWatch tool.The Dow Jones Industrial Average    rose 254.07 points, or 0.76%, to 33,629.56, the S&P 500    gained 47.2 points, or 1.19%, to 4,019.81 and the Nasdaq Composite    added 223.98 points, or 2.01%, to 11,364.41.Of the 11 major S&P 500 sectors, all but energy    ended green, with tech shares    enjoying the largest percentage gain, up 2.3% on the session.The fourth-quarter reporting season has shifted into overdrive, with 57 of the companies in the S&P 500 having posted results. Of those, 63% have delivered better-than-expected earnings, according to Refinitiv.Analysts now see S&P 500 fourth-quarter earnings, on aggregate, dropping 3% year-on-year, nearly twice as steep as the 1.6% annual drop seen at the beginning of the year, per Refinitiv.This week, Microsoft Corp and Tesla Inc, along with a spate of heavy-hitting industrials including Boeing CO, 3M Co, Union Pacific Corp, Dow Inc, and Northrop Grumman Corp, are expected to post quarterly results.The Philadelphia SE semiconductor index jumped 5.0%, its biggest one-day gain since Nov. 30 after Barclays upgraded the sector to \"overweight\" from \"equal weight.\"Tesla surged 7.7% after Chief Executive Elon Musk took the stand in his fraud trial related to a tweet saying he had backing to take the electric automaker private.Baker Hughes Co missed quarterly profit estimates due to inflation pressures and ongoing disruptions due to Russia's war on Ukraine. The oilfield services company's shares dipped 1.5%.Cloud-based software firm Salesforce Inc jumped 3.1% following news that activist investor Elliot Management Corp has taken a multi-billion dollar stake in the company.Spotify Technology SA joined the growing list of tech-related companies to announce impending job cuts, shedding 6% of its workforce as rising interest rates and the looming possibility of recession continue to pressure growth stocks. The music streaming company's shares rose 2.1%.On the economic front, the U.S. Commerce Department is expected to unveil its initial \"advance\" take on fourth-quarter GDP on Thursday, which analysts expect to land at 2.5%.On Friday, the wide-ranging personal consumption expenditures (PCE) report is due to shed light on consumer spending, income growth, and crucially, inflation.Advancing issues outnumbered declining ones on the NYSE by a 2.77-to-1 ratio; on Nasdaq, a 1.73-to-1 ratio favored advancers.The S&P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 19 new lows.Volume on U.S. exchanges was 11.99 billion shares, compared with the 10.62 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375566188,"gmtCreate":1619363719544,"gmtModify":1704722877936,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"Sharing","listText":"Sharing","text":"Sharing","images":[{"img":"https://static.tigerbbs.com/a2b3e8430c7205a66da63cae8d58ca77","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375566188","isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9943893488,"gmtCreate":1679324037644,"gmtModify":1679324206982,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"Y","listText":"Y","text":"Y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943893488","repostId":"1197049348","repostType":2,"repost":{"id":"1197049348","kind":"news","pubTimestamp":1679301944,"share":"https://ttm.financial/m/news/1197049348?lang=&edition=full_marsco","pubTime":"2023-03-20 16:45","market":"us","language":"en","title":"Risky Credit Suisse Bond Wipeout Upends $275 Billion Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1197049348","media":"Bloomberg","summary":"Holders of AT1 bonds get nothing as shareholders get billionsInvestors in a key corner of bank-fundi","content":"<html><head></head><body><ul><li>Holders of AT1 bonds get nothing as shareholders get billions</li><li>Investors in a key corner of bank-funding market left reeling</li></ul><p>Among the biggest losers in the shotgun sale of Credit Suisse Group AG are investors in the firm’s riskiest bonds, known as AT1s, worth $17 billion.</p><p>These money managers are set to be wiped out— potentially sending that $275 billion market for bank funding into a tailspin, while threatening blowback for European policy makers in crisis-fighting mode.</p><p>Creditors are frantically poring through the fine print for these so-called additional tier 1 securities to understand if authorities in other countries could repeat what the Swiss government did on Sunday: Wiping them out while preserving $3.3 billion of value for equity investors. That’s not supposed to be the pecking order, some holders in the bonds insist.</p><p>“This just makes no sense,” said Patrik Kauffmann, a fixed-income portfolio manager at Aquila Asset Management, who holds the notes. “Shareholders should get zero” because “it’s crystal clear that AT1s are senior to stocks.”</p><p>One UK bank CEO put it even more bluntly: The Swiss have killed this key corner of funding for lenders, he said, asking not to be named because the situation is sensitive. His comments underscore how the global financial community is on edge after the UBS takeover of Credit Suisse, which came on the heels of the collapse of three regional US banks.</p><p>Prices of AT1s in Asia slid on Monday, with debt securities of some lenders in the region dropping by record amounts. Bank of East Asia Ltd.’s 5.825% perpetual dollar note slumped 9.4 cents on the dollar to about 80 cents, which would be a record decline if maintained through the end of Monday’s trading, according to data compiled by Bloomberg.</p><p>HSBC Holdings Plc’s 8% AT1 fell about 5 cents Monday to below 90 cents, according to credit traders. That would be its biggest daily drop since it began trading early this month.</p><p>It’s not that the bonds weren’t supposed to take some of the blow from the Credit Suisse collapse. In fact, that’s in large part what they were created to do when they were first conceived by European regulators in the aftermath of the global financial crisis, as a way to impose losses on creditors when banks start to fail without resorting to taxpayer money.</p><p>Yet, by privileging equity investors over holders of the riskiest bank securities, it’s left the bond community confused and rattled about who ranks first when it comes to the hierarchy of investor claims the next time a lender is in trouble.</p><p>With litigation potentially brewing, Goldman Sachs Group Inc. traders were preparing to take bids on claims against Credit Suisse’s riskiest bonds for investors betting they can ultimately recover some value.</p><p>“Wiping out AT1 holders while paying substantial amounts to shareholders goes against all the resolution principles and rules that were agreed internationally after 2008,” according to Jérôme Legras, head of research at Axiom Alternative Investments, who said the firm owns AT1 bonds issued by Credit Suisse.</p><p>From the perspective of Swiss officials, it was able to force a write-off of the securities because it needed to boost Credit Suisse’s capital and resolve its liquidity problems. The bonds typically face a haircut whenever government support is offered to a lender facing solvency problems.</p><p>Yet market participants say the move will likely lead to a disruptive industry-wide repricing. The market for new AT1 bonds will likely go into deep freeze and the cost of risky bank funding risks jumping higher given the regulatory decision caught some creditors off-guard, say traders.</p><p>That would give bank treasurers fewer options to raise capital at a time of market stress, with the Federal Reserve and five other central banks announcing coordinated action on Sunday to boost dollar liquidity.</p><p>“The AT1 market will be shut now for new issuance for a while,” said Luke Hickmore, investment director at abrdn Plc, who holds a small number of the Credit Suisse notes. “We will all be parsing which securities in AT1 space have a similar trigger to CS’s and which don’t, which banks need to issue AT1s and which don’t.”</p><p>Even before the wipeout, rising worries about the financial system caused the average AT1 note to tumble over the last two weeks, with pricing indicated at almost 20% below face value — one of the steepest discounts on record.</p><h2>‘Poorly Designed’</h2><p>AT1s were dreamt up by regulators to act as an additional buffer of capital between shareholders and bondholders. Yet the legal framework has always been subject to uncertainty and some controversy.</p><p>The latest move by policy makers shows that the “structure has proved to be poorly designed and will be probably phased out,” said Francesco Castelli, head of fixed income at Banor Capital.</p><p>The decision by the Swiss Financial Market Supervisory Authority is “probably legal,” he said, adding he expects Credit Suisse’s AT1 obligations to trade at close to zero tomorrow. “Holders will only have some recovery chance in court.” Castelli owns bonds issued by the bank but declined to say if he has a position in the AT1s.</p><p>Still, the decision to wipe out the holders of those bonds gets support from John McClain, portfolio manager at Brandywine Global Investment Management.</p><p>“It’s absolutely the right thing to do to prevent moral hazard from creeping into that part of the market. Those bonds were created for moments like this — similar to catastrophe bonds.”</p><h2>Counterparty Risk</h2><p>The acquisition of Credit Suisse comes after the failure of a number of US regional banks this month sent concerns rippling through the financial system. The Zurich-based lender’s bonds and shares plunged and counterparties on trades began buying protection against a possible default.</p><p>A collapse of the bank would have caused huge collateral damage to the Swiss financial industry, and a risk of contagion for UBS and other banks, the country’s finance minister Karin Keller-Sutter said at a press conference on Sunday.</p><p>“The bankruptcy of a global systematically important bank would have caused irreparable economic turmoil in Switzerland and throughout the world,” she said.</p><p>Traders quickly made clear they had some skepticism about the deal. UBS’s credit default swaps, derivatives often used to gauge a borrower’s credit risk, widened by at least 40 basis points to 215 bps for five-year contracts, according to people with knowledge of the matter. They asked not to be named as the information is private.</p><p>As part of the takeover, the Swiss central bank is offering a 100 billion-franc liquidity assistance to UBS and the government is granting a 9 billion-franc guarantee for potential losses from assets it is taking on. That comes after Credit Suisse was left deeply wounded by everything from the blowup of Archegos to the collapse of a suite of funds it ran with Greensill Capital.</p><p>“Hindsight is wonderful,” Credit Suisse Chairman Axel Lehmann said at Sunday’s press conference. “We were overtaken by legacy situations, by risks that materialized last year. We were affected by a market model that no longer works in this environment.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Risky Credit Suisse Bond Wipeout Upends $275 Billion Market</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\">\nRisky Credit Suisse Bond Wipeout Upends $275 Billion Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-20 16:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2023-03-20/wipeout-of-risky-credit-suisse-bonds-upends-275-billion-market><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Holders of AT1 bonds get nothing as shareholders get billionsInvestors in a key corner of bank-funding market left reelingAmong the biggest losers in the shotgun sale of Credit Suisse Group AG are ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2023-03-20/wipeout-of-risky-credit-suisse-bonds-upends-275-billion-market\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.bloomberg.com/news/articles/2023-03-20/wipeout-of-risky-credit-suisse-bonds-upends-275-billion-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197049348","content_text":"Holders of AT1 bonds get nothing as shareholders get billionsInvestors in a key corner of bank-funding market left reelingAmong the biggest losers in the shotgun sale of Credit Suisse Group AG are investors in the firm’s riskiest bonds, known as AT1s, worth $17 billion.These money managers are set to be wiped out— potentially sending that $275 billion market for bank funding into a tailspin, while threatening blowback for European policy makers in crisis-fighting mode.Creditors are frantically poring through the fine print for these so-called additional tier 1 securities to understand if authorities in other countries could repeat what the Swiss government did on Sunday: Wiping them out while preserving $3.3 billion of value for equity investors. That’s not supposed to be the pecking order, some holders in the bonds insist.“This just makes no sense,” said Patrik Kauffmann, a fixed-income portfolio manager at Aquila Asset Management, who holds the notes. “Shareholders should get zero” because “it’s crystal clear that AT1s are senior to stocks.”One UK bank CEO put it even more bluntly: The Swiss have killed this key corner of funding for lenders, he said, asking not to be named because the situation is sensitive. His comments underscore how the global financial community is on edge after the UBS takeover of Credit Suisse, which came on the heels of the collapse of three regional US banks.Prices of AT1s in Asia slid on Monday, with debt securities of some lenders in the region dropping by record amounts. Bank of East Asia Ltd.’s 5.825% perpetual dollar note slumped 9.4 cents on the dollar to about 80 cents, which would be a record decline if maintained through the end of Monday’s trading, according to data compiled by Bloomberg.HSBC Holdings Plc’s 8% AT1 fell about 5 cents Monday to below 90 cents, according to credit traders. That would be its biggest daily drop since it began trading early this month.It’s not that the bonds weren’t supposed to take some of the blow from the Credit Suisse collapse. In fact, that’s in large part what they were created to do when they were first conceived by European regulators in the aftermath of the global financial crisis, as a way to impose losses on creditors when banks start to fail without resorting to taxpayer money.Yet, by privileging equity investors over holders of the riskiest bank securities, it’s left the bond community confused and rattled about who ranks first when it comes to the hierarchy of investor claims the next time a lender is in trouble.With litigation potentially brewing, Goldman Sachs Group Inc. traders were preparing to take bids on claims against Credit Suisse’s riskiest bonds for investors betting they can ultimately recover some value.“Wiping out AT1 holders while paying substantial amounts to shareholders goes against all the resolution principles and rules that were agreed internationally after 2008,” according to Jérôme Legras, head of research at Axiom Alternative Investments, who said the firm owns AT1 bonds issued by Credit Suisse.From the perspective of Swiss officials, it was able to force a write-off of the securities because it needed to boost Credit Suisse’s capital and resolve its liquidity problems. The bonds typically face a haircut whenever government support is offered to a lender facing solvency problems.Yet market participants say the move will likely lead to a disruptive industry-wide repricing. The market for new AT1 bonds will likely go into deep freeze and the cost of risky bank funding risks jumping higher given the regulatory decision caught some creditors off-guard, say traders.That would give bank treasurers fewer options to raise capital at a time of market stress, with the Federal Reserve and five other central banks announcing coordinated action on Sunday to boost dollar liquidity.“The AT1 market will be shut now for new issuance for a while,” said Luke Hickmore, investment director at abrdn Plc, who holds a small number of the Credit Suisse notes. “We will all be parsing which securities in AT1 space have a similar trigger to CS’s and which don’t, which banks need to issue AT1s and which don’t.”Even before the wipeout, rising worries about the financial system caused the average AT1 note to tumble over the last two weeks, with pricing indicated at almost 20% below face value — one of the steepest discounts on record.‘Poorly Designed’AT1s were dreamt up by regulators to act as an additional buffer of capital between shareholders and bondholders. Yet the legal framework has always been subject to uncertainty and some controversy.The latest move by policy makers shows that the “structure has proved to be poorly designed and will be probably phased out,” said Francesco Castelli, head of fixed income at Banor Capital.The decision by the Swiss Financial Market Supervisory Authority is “probably legal,” he said, adding he expects Credit Suisse’s AT1 obligations to trade at close to zero tomorrow. “Holders will only have some recovery chance in court.” Castelli owns bonds issued by the bank but declined to say if he has a position in the AT1s.Still, the decision to wipe out the holders of those bonds gets support from John McClain, portfolio manager at Brandywine Global Investment Management.“It’s absolutely the right thing to do to prevent moral hazard from creeping into that part of the market. Those bonds were created for moments like this — similar to catastrophe bonds.”Counterparty RiskThe acquisition of Credit Suisse comes after the failure of a number of US regional banks this month sent concerns rippling through the financial system. The Zurich-based lender’s bonds and shares plunged and counterparties on trades began buying protection against a possible default.A collapse of the bank would have caused huge collateral damage to the Swiss financial industry, and a risk of contagion for UBS and other banks, the country’s finance minister Karin Keller-Sutter said at a press conference on Sunday.“The bankruptcy of a global systematically important bank would have caused irreparable economic turmoil in Switzerland and throughout the world,” she said.Traders quickly made clear they had some skepticism about the deal. UBS’s credit default swaps, derivatives often used to gauge a borrower’s credit risk, widened by at least 40 basis points to 215 bps for five-year contracts, according to people with knowledge of the matter. They asked not to be named as the information is private.As part of the takeover, the Swiss central bank is offering a 100 billion-franc liquidity assistance to UBS and the government is granting a 9 billion-franc guarantee for potential losses from assets it is taking on. That comes after Credit Suisse was left deeply wounded by everything from the blowup of Archegos to the collapse of a suite of funds it ran with Greensill Capital.“Hindsight is wonderful,” Credit Suisse Chairman Axel Lehmann said at Sunday’s press conference. “We were overtaken by legacy situations, by risks that materialized last year. We were affected by a market model that no longer works in this environment.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943678096,"gmtCreate":1679445455516,"gmtModify":1679445459075,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"Haha","listText":"Haha","text":"Haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943678096","repostId":"2321670854","repostType":2,"repost":{"id":"2321670854","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1679428829,"share":"https://ttm.financial/m/news/2321670854?lang=&edition=full_marsco","pubTime":"2023-03-22 04:00","market":"us","language":"en","title":"US STOCKS-Wall Street Ends Green on Bank Bounce As Fed Takes Focus","url":"https://stock-news.laohu8.com/highlight/detail?id=2321670854","media":"Reuters","summary":"Wall Street closed sharply higher on Tuesday as widespread fears over liquidity in the banking secto","content":"<html><head></head><body><p>Wall Street closed sharply higher on Tuesday as widespread fears over liquidity in the banking sector abated and market participants eyed the Federal Reserve, which is expected to conclude its two-day policy meeting on Wednesday with a 25 basis-point hike to its policy rate.</p><p>All three major U.S. stock indexes were bright green as the session closed, with smallcaps, energy and financials enjoying the most sizable gains.</p><p>A one-two punch of regional bank failures last week, followed by the rescue of $First Republic Bank(FRC-N)$ and the takeover of Credit Suisse, sparked a rout in banking stocks and fueled worries of contagion in the financial sector which, in turn, heightened global anxieties over the growing possibility of recession.</p><p>But banking stocks bounced back on Tuesday, building on Monday&#39;s reversal. Still, despite its recent resurgence, the S&amp;P banks index has lost nearly 18% of its value just this month.</p><p>Both the SPXBK and the KBW Regional Banking index marked their biggest one-day percentage jumps in months.</p><p>&#34;The stock market is coming to a recognition that the banking crisis wasn&#39;t a crisis after all, and was isolated to a handful of banks,&#34; said Oliver Pursche, senior vice president at Wealthspire Advisors in New York. &#34;Both the public and the private sector have shown they are more than able to backstop and shore up weak institutions.&#34;</p><p>Treasury Secretary Janet Yellen, in prepared remarks before the American Bankers Association, said the U.S. banking system has stabilized due to decisive actions from regulators, but warned more action might be required.</p><p>Attention now shifts to the Fed, which has gathered for its two-day monetary policy meeting, at which the members of the Federal Open Markets Committee <a href=\"https://laohu8.com/S/FOMC\">$(FOMC)$</a> will revisit their economic projections and, in all likelihood, implement another increase to the Fed funds target rate in their ongoing battle against inflation.</p><p>&#34;The Fed will raise interest rates by 25 basis points and the market won&#39;t care,&#34; Pursche added. &#34;It will all be about (Chairman Jerome) Powell&#39;s statement on the economy and inflation, and if he can do a good enough job convincing the public that the banking noise&#34; can be attributed to bad management on the part of a few banks.</p><p>At last glance, financial markets have now priced in an 83.4% likelihood of a 25 basis-point rate hike, and a 16.6% probability that the central bank will leave its policy rate unchanged, according to CME&#39;s FedWatch tool.</p><p>Economic data released early in the session showed a 14.5% jump in existing home sales, blasting past expectations and snapping a 12-month losing streak.</p><p>According to preliminary data, the S&amp;P 500 gained 50.84 points, or 1.29%, to end at 4,002.41 points, while the Nasdaq Composite gained 181.47 points, or 1.55%, to 11,860.04. The Dow Jones Industrial Average rose 313.36 points, or 0.97%, to 32,566.44.</p><p>Shares of <a href=\"https://laohu8.com/S/FRCDL\">First Republic Bank</a> saw their biggest-ever one-day percentage jump as JPMorgan CEO Jamie Dimon leads talks with other big banks aimed at investing in the lender, according to the Wall Street Journal. Peers <a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a> and Western Alliance Bancorp also surged.</p><p>Tesla Inc advanced after the electric automaker appeared on track to report one of its best quarters in China, according to car registration data.</p><p><img src=\"https://static.tigerbbs.com/b7948a6ab28102cd1434626ac859aa85\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Ends Green on Bank Bounce As Fed Takes Focus</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Ends Green on Bank Bounce As Fed Takes Focus\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-03-22 04:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street closed sharply higher on Tuesday as widespread fears over liquidity in the banking sector abated and market participants eyed the Federal Reserve, which is expected to conclude its two-day policy meeting on Wednesday with a 25 basis-point hike to its policy rate.</p><p>All three major U.S. stock indexes were bright green as the session closed, with smallcaps, energy and financials enjoying the most sizable gains.</p><p>A one-two punch of regional bank failures last week, followed by the rescue of $First Republic Bank(FRC-N)$ and the takeover of Credit Suisse, sparked a rout in banking stocks and fueled worries of contagion in the financial sector which, in turn, heightened global anxieties over the growing possibility of recession.</p><p>But banking stocks bounced back on Tuesday, building on Monday&#39;s reversal. Still, despite its recent resurgence, the S&amp;P banks index has lost nearly 18% of its value just this month.</p><p>Both the SPXBK and the KBW Regional Banking index marked their biggest one-day percentage jumps in months.</p><p>&#34;The stock market is coming to a recognition that the banking crisis wasn&#39;t a crisis after all, and was isolated to a handful of banks,&#34; said Oliver Pursche, senior vice president at Wealthspire Advisors in New York. &#34;Both the public and the private sector have shown they are more than able to backstop and shore up weak institutions.&#34;</p><p>Treasury Secretary Janet Yellen, in prepared remarks before the American Bankers Association, said the U.S. banking system has stabilized due to decisive actions from regulators, but warned more action might be required.</p><p>Attention now shifts to the Fed, which has gathered for its two-day monetary policy meeting, at which the members of the Federal Open Markets Committee <a href=\"https://laohu8.com/S/FOMC\">$(FOMC)$</a> will revisit their economic projections and, in all likelihood, implement another increase to the Fed funds target rate in their ongoing battle against inflation.</p><p>&#34;The Fed will raise interest rates by 25 basis points and the market won&#39;t care,&#34; Pursche added. &#34;It will all be about (Chairman Jerome) Powell&#39;s statement on the economy and inflation, and if he can do a good enough job convincing the public that the banking noise&#34; can be attributed to bad management on the part of a few banks.</p><p>At last glance, financial markets have now priced in an 83.4% likelihood of a 25 basis-point rate hike, and a 16.6% probability that the central bank will leave its policy rate unchanged, according to CME&#39;s FedWatch tool.</p><p>Economic data released early in the session showed a 14.5% jump in existing home sales, blasting past expectations and snapping a 12-month losing streak.</p><p>According to preliminary data, the S&amp;P 500 gained 50.84 points, or 1.29%, to end at 4,002.41 points, while the Nasdaq Composite gained 181.47 points, or 1.55%, to 11,860.04. The Dow Jones Industrial Average rose 313.36 points, or 0.97%, to 32,566.44.</p><p>Shares of <a href=\"https://laohu8.com/S/FRCDL\">First Republic Bank</a> saw their biggest-ever one-day percentage jump as JPMorgan CEO Jamie Dimon leads talks with other big banks aimed at investing in the lender, according to the Wall Street Journal. Peers <a href=\"https://laohu8.com/S/PACW\">PacWest Bancorp</a> and Western Alliance Bancorp also surged.</p><p>Tesla Inc advanced after the electric automaker appeared on track to report one of its best quarters in China, according to car registration data.</p><p><img src=\"https://static.tigerbbs.com/b7948a6ab28102cd1434626ac859aa85\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2321670854","content_text":"Wall Street closed sharply higher on Tuesday as widespread fears over liquidity in the banking sector abated and market participants eyed the Federal Reserve, which is expected to conclude its two-day policy meeting on Wednesday with a 25 basis-point hike to its policy rate.All three major U.S. stock indexes were bright green as the session closed, with smallcaps, energy and financials enjoying the most sizable gains.A one-two punch of regional bank failures last week, followed by the rescue of $First Republic Bank(FRC-N)$ and the takeover of Credit Suisse, sparked a rout in banking stocks and fueled worries of contagion in the financial sector which, in turn, heightened global anxieties over the growing possibility of recession.But banking stocks bounced back on Tuesday, building on Monday's reversal. Still, despite its recent resurgence, the S&P banks index has lost nearly 18% of its value just this month.Both the SPXBK and the KBW Regional Banking index marked their biggest one-day percentage jumps in months.\"The stock market is coming to a recognition that the banking crisis wasn't a crisis after all, and was isolated to a handful of banks,\" said Oliver Pursche, senior vice president at Wealthspire Advisors in New York. \"Both the public and the private sector have shown they are more than able to backstop and shore up weak institutions.\"Treasury Secretary Janet Yellen, in prepared remarks before the American Bankers Association, said the U.S. banking system has stabilized due to decisive actions from regulators, but warned more action might be required.Attention now shifts to the Fed, which has gathered for its two-day monetary policy meeting, at which the members of the Federal Open Markets Committee $(FOMC)$ will revisit their economic projections and, in all likelihood, implement another increase to the Fed funds target rate in their ongoing battle against inflation.\"The Fed will raise interest rates by 25 basis points and the market won't care,\" Pursche added. \"It will all be about (Chairman Jerome) Powell's statement on the economy and inflation, and if he can do a good enough job convincing the public that the banking noise\" can be attributed to bad management on the part of a few banks.At last glance, financial markets have now priced in an 83.4% likelihood of a 25 basis-point rate hike, and a 16.6% probability that the central bank will leave its policy rate unchanged, according to CME's FedWatch tool.Economic data released early in the session showed a 14.5% jump in existing home sales, blasting past expectations and snapping a 12-month losing streak.According to preliminary data, the S&P 500 gained 50.84 points, or 1.29%, to end at 4,002.41 points, while the Nasdaq Composite gained 181.47 points, or 1.55%, to 11,860.04. The Dow Jones Industrial Average rose 313.36 points, or 0.97%, to 32,566.44.Shares of First Republic Bank saw their biggest-ever one-day percentage jump as JPMorgan CEO Jamie Dimon leads talks with other big banks aimed at investing in the lender, according to the Wall Street Journal. Peers PacWest Bancorp and Western Alliance Bancorp also surged.Tesla Inc advanced after the electric automaker appeared on track to report one of its best quarters in China, according to car registration data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952132225,"gmtCreate":1674520634968,"gmtModify":1676538944400,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952132225","repostId":"2305715203","repostType":4,"repost":{"id":"2305715203","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1674514916,"share":"https://ttm.financial/m/news/2305715203?lang=&edition=full_marsco","pubTime":"2023-01-24 07:01","market":"us","language":"en","title":"US STOCKS-Wall Street Extends Rally, Powered By Tech Bounce","url":"https://stock-news.laohu8.com/highlight/detail?id=2305715203","media":"Reuters","summary":"Baker Hughes falls on missing Q4 profit estimatesActivist investor Elliott Management takes stake in","content":"<html><head></head><body><ul><li>Baker Hughes falls on missing Q4 profit estimates</li><li>Activist investor Elliott Management takes stake in Salesforce</li><li>Chips surge on Barclay&#39;s upgrade</li><li>Indexes up: Dow 0.76%, S&amp;P 1.19%, Nasdaq 2.01%</li></ul><p><img src=\"https://static.tigerbbs.com/435c5b670a4f688979e87e3fbc67da21\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Wall Street closed sharply higher on Monday, fueled by surging technology stocks as investors began an earnings-heavy week with a renewed enthusiasm for market-leading momentum stocks that were battered last year.</p><p>All three major stock indexes extended Friday&#39;s gains, with the tech-heavy Nasdaq leading the pack, boosted by semiconductor shares   .</p><p>&#34;(Chips are) a group that&#39;s been depressed, so I’m not too surprised,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. &#34;We&#39;re going to see earnings from these companies over the next couple of weeks and that will be where the rubber meets the road.&#34;</p><p>&#34;It’s a group that was ripe for a rebound.&#34;</p><p>The session marks a calm before the storm in a week jam-packed with high profile earnings reports and back-end loaded with crucial economic data.</p><p>Investors are all but certain the Federal Reserve will implement a bite-sized interest rate hike next week even as the U.S. central bank remains committed to taming the hottest inflationary cycle in decades.</p><p>&#34;(Investors) are pretty comfortable that they’re going to see lower rate hikes from the Fed, that we are rounding the corner on inflation and interest rate hikes,&#34; Tuz added. &#34;Stocks can do well in that environment, especially the big growth stocks that drive the market.&#34;</p><p>Financial markets have priced in a 99.9% likelihood of a 25 basis point hike to the Fed funds target rate at the conclusion of its two-day monetary policy meeting next Wednesday, according to CME&#39;s FedWatch tool.</p><p>The Dow Jones Industrial Average    rose 254.07 points, or 0.76%, to 33,629.56, the S&amp;P 500    gained 47.2 points, or 1.19%, to 4,019.81 and the Nasdaq Composite    added 223.98 points, or 2.01%, to 11,364.41.</p><p>Of the 11 major S&amp;P 500 sectors, all but energy    ended green, with tech shares    enjoying the largest percentage gain, up 2.3% on the session.</p><p>The fourth-quarter reporting season has shifted into overdrive, with 57 of the companies in the S&amp;P 500 having posted results. Of those, 63% have delivered better-than-expected earnings, according to Refinitiv.</p><p>Analysts now see S&amp;P 500 fourth-quarter earnings, on aggregate, dropping 3% year-on-year, nearly twice as steep as the 1.6% annual drop seen at the beginning of the year, per Refinitiv.</p><p>This week, Microsoft Corp and Tesla Inc, along with a spate of heavy-hitting industrials including Boeing CO, <a href=\"https://laohu8.com/S/MMM\">3M</a> Co, Union Pacific Corp, Dow Inc, and Northrop Grumman Corp, are expected to post quarterly results.</p><p>The Philadelphia SE semiconductor index jumped 5.0%, its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day gain since Nov. 30 after Barclays upgraded the sector to &#34;overweight&#34; from &#34;equal weight.&#34;</p><p>Tesla surged 7.7% after Chief Executive Elon Musk took the stand in his fraud trial related to a tweet saying he had backing to take the electric automaker private.</p><p>Baker Hughes Co missed quarterly profit estimates due to inflation pressures and ongoing disruptions due to Russia&#39;s war on Ukraine. The oilfield services company&#39;s shares dipped 1.5%.</p><p>Cloud-based software firm Salesforce Inc jumped 3.1% following news that activist investor Elliot Management Corp has taken a multi-billion dollar stake in the company.</p><p>Spotify Technology SA joined the growing list of tech-related companies to announce impending job cuts, shedding 6% of its workforce as rising interest rates and the looming possibility of recession continue to pressure growth stocks. The music streaming company&#39;s shares rose 2.1%.</p><p>On the economic front, the U.S. Commerce Department is expected to unveil its initial &#34;advance&#34; take on fourth-quarter GDP on Thursday, which analysts expect to land at 2.5%.</p><p>On Friday, the wide-ranging personal consumption expenditures (PCE) report is due to shed light on consumer spending, income growth, and crucially, inflation.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.77-to-1 ratio; on Nasdaq, a 1.73-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 19 new lows.</p><p>Volume on U.S. exchanges was 11.99 billion shares, compared with the 10.62 billion average over the last 20 trading days.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>US STOCKS-Wall Street Extends Rally, Powered By Tech Bounce</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUS STOCKS-Wall Street Extends Rally, Powered By Tech Bounce\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-01-24 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul><li>Baker Hughes falls on missing Q4 profit estimates</li><li>Activist investor Elliott Management takes stake in Salesforce</li><li>Chips surge on Barclay&#39;s upgrade</li><li>Indexes up: Dow 0.76%, S&amp;P 1.19%, Nasdaq 2.01%</li></ul><p><img src=\"https://static.tigerbbs.com/435c5b670a4f688979e87e3fbc67da21\" tg-width=\"1080\" tg-height=\"1920\" width=\"100%\" height=\"auto\"/></p><p>Wall Street closed sharply higher on Monday, fueled by surging technology stocks as investors began an earnings-heavy week with a renewed enthusiasm for market-leading momentum stocks that were battered last year.</p><p>All three major stock indexes extended Friday&#39;s gains, with the tech-heavy Nasdaq leading the pack, boosted by semiconductor shares   .</p><p>&#34;(Chips are) a group that&#39;s been depressed, so I’m not too surprised,&#34; said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. &#34;We&#39;re going to see earnings from these companies over the next couple of weeks and that will be where the rubber meets the road.&#34;</p><p>&#34;It’s a group that was ripe for a rebound.&#34;</p><p>The session marks a calm before the storm in a week jam-packed with high profile earnings reports and back-end loaded with crucial economic data.</p><p>Investors are all but certain the Federal Reserve will implement a bite-sized interest rate hike next week even as the U.S. central bank remains committed to taming the hottest inflationary cycle in decades.</p><p>&#34;(Investors) are pretty comfortable that they’re going to see lower rate hikes from the Fed, that we are rounding the corner on inflation and interest rate hikes,&#34; Tuz added. &#34;Stocks can do well in that environment, especially the big growth stocks that drive the market.&#34;</p><p>Financial markets have priced in a 99.9% likelihood of a 25 basis point hike to the Fed funds target rate at the conclusion of its two-day monetary policy meeting next Wednesday, according to CME&#39;s FedWatch tool.</p><p>The Dow Jones Industrial Average    rose 254.07 points, or 0.76%, to 33,629.56, the S&amp;P 500    gained 47.2 points, or 1.19%, to 4,019.81 and the Nasdaq Composite    added 223.98 points, or 2.01%, to 11,364.41.</p><p>Of the 11 major S&amp;P 500 sectors, all but energy    ended green, with tech shares    enjoying the largest percentage gain, up 2.3% on the session.</p><p>The fourth-quarter reporting season has shifted into overdrive, with 57 of the companies in the S&amp;P 500 having posted results. Of those, 63% have delivered better-than-expected earnings, according to Refinitiv.</p><p>Analysts now see S&amp;P 500 fourth-quarter earnings, on aggregate, dropping 3% year-on-year, nearly twice as steep as the 1.6% annual drop seen at the beginning of the year, per Refinitiv.</p><p>This week, Microsoft Corp and Tesla Inc, along with a spate of heavy-hitting industrials including Boeing CO, <a href=\"https://laohu8.com/S/MMM\">3M</a> Co, Union Pacific Corp, Dow Inc, and Northrop Grumman Corp, are expected to post quarterly results.</p><p>The Philadelphia SE semiconductor index jumped 5.0%, its biggest <a href=\"https://laohu8.com/S/AONE.U\">one</a>-day gain since Nov. 30 after Barclays upgraded the sector to &#34;overweight&#34; from &#34;equal weight.&#34;</p><p>Tesla surged 7.7% after Chief Executive Elon Musk took the stand in his fraud trial related to a tweet saying he had backing to take the electric automaker private.</p><p>Baker Hughes Co missed quarterly profit estimates due to inflation pressures and ongoing disruptions due to Russia&#39;s war on Ukraine. The oilfield services company&#39;s shares dipped 1.5%.</p><p>Cloud-based software firm Salesforce Inc jumped 3.1% following news that activist investor Elliot Management Corp has taken a multi-billion dollar stake in the company.</p><p>Spotify Technology SA joined the growing list of tech-related companies to announce impending job cuts, shedding 6% of its workforce as rising interest rates and the looming possibility of recession continue to pressure growth stocks. The music streaming company&#39;s shares rose 2.1%.</p><p>On the economic front, the U.S. Commerce Department is expected to unveil its initial &#34;advance&#34; take on fourth-quarter GDP on Thursday, which analysts expect to land at 2.5%.</p><p>On Friday, the wide-ranging personal consumption expenditures (PCE) report is due to shed light on consumer spending, income growth, and crucially, inflation.</p><p>Advancing issues outnumbered declining ones on the NYSE by a 2.77-to-1 ratio; on Nasdaq, a 1.73-to-1 ratio favored advancers.</p><p>The S&amp;P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 19 new lows.</p><p>Volume on U.S. exchanges was 11.99 billion shares, compared with the 10.62 billion average over the last 20 trading days.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IVV":"标普500指数ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","TSLA":"特斯拉","SDOW":"道指三倍做空ETF-ProShares",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","DOG":"道指反向ETF","SPXU":"三倍做空标普500ETF","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","DDM":"道指两倍做多ETF","DXD":"道指两倍做空ETF","SH":"标普500反向ETF","LABP":"Landos Biopharma, Inc.","SPY":"标普500ETF","LHDX":"Lucira Health, Inc.","OEF":"标普100指数ETF-iShares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305715203","content_text":"Baker Hughes falls on missing Q4 profit estimatesActivist investor Elliott Management takes stake in SalesforceChips surge on Barclay's upgradeIndexes up: Dow 0.76%, S&P 1.19%, Nasdaq 2.01%Wall Street closed sharply higher on Monday, fueled by surging technology stocks as investors began an earnings-heavy week with a renewed enthusiasm for market-leading momentum stocks that were battered last year.All three major stock indexes extended Friday's gains, with the tech-heavy Nasdaq leading the pack, boosted by semiconductor shares   .\"(Chips are) a group that's been depressed, so I’m not too surprised,\" said Peter Tuz, president of Chase Investment Counsel in Charlottesville, Virginia. \"We're going to see earnings from these companies over the next couple of weeks and that will be where the rubber meets the road.\"\"It’s a group that was ripe for a rebound.\"The session marks a calm before the storm in a week jam-packed with high profile earnings reports and back-end loaded with crucial economic data.Investors are all but certain the Federal Reserve will implement a bite-sized interest rate hike next week even as the U.S. central bank remains committed to taming the hottest inflationary cycle in decades.\"(Investors) are pretty comfortable that they’re going to see lower rate hikes from the Fed, that we are rounding the corner on inflation and interest rate hikes,\" Tuz added. \"Stocks can do well in that environment, especially the big growth stocks that drive the market.\"Financial markets have priced in a 99.9% likelihood of a 25 basis point hike to the Fed funds target rate at the conclusion of its two-day monetary policy meeting next Wednesday, according to CME's FedWatch tool.The Dow Jones Industrial Average    rose 254.07 points, or 0.76%, to 33,629.56, the S&P 500    gained 47.2 points, or 1.19%, to 4,019.81 and the Nasdaq Composite    added 223.98 points, or 2.01%, to 11,364.41.Of the 11 major S&P 500 sectors, all but energy    ended green, with tech shares    enjoying the largest percentage gain, up 2.3% on the session.The fourth-quarter reporting season has shifted into overdrive, with 57 of the companies in the S&P 500 having posted results. Of those, 63% have delivered better-than-expected earnings, according to Refinitiv.Analysts now see S&P 500 fourth-quarter earnings, on aggregate, dropping 3% year-on-year, nearly twice as steep as the 1.6% annual drop seen at the beginning of the year, per Refinitiv.This week, Microsoft Corp and Tesla Inc, along with a spate of heavy-hitting industrials including Boeing CO, 3M Co, Union Pacific Corp, Dow Inc, and Northrop Grumman Corp, are expected to post quarterly results.The Philadelphia SE semiconductor index jumped 5.0%, its biggest one-day gain since Nov. 30 after Barclays upgraded the sector to \"overweight\" from \"equal weight.\"Tesla surged 7.7% after Chief Executive Elon Musk took the stand in his fraud trial related to a tweet saying he had backing to take the electric automaker private.Baker Hughes Co missed quarterly profit estimates due to inflation pressures and ongoing disruptions due to Russia's war on Ukraine. The oilfield services company's shares dipped 1.5%.Cloud-based software firm Salesforce Inc jumped 3.1% following news that activist investor Elliot Management Corp has taken a multi-billion dollar stake in the company.Spotify Technology SA joined the growing list of tech-related companies to announce impending job cuts, shedding 6% of its workforce as rising interest rates and the looming possibility of recession continue to pressure growth stocks. The music streaming company's shares rose 2.1%.On the economic front, the U.S. Commerce Department is expected to unveil its initial \"advance\" take on fourth-quarter GDP on Thursday, which analysts expect to land at 2.5%.On Friday, the wide-ranging personal consumption expenditures (PCE) report is due to shed light on consumer spending, income growth, and crucially, inflation.Advancing issues outnumbered declining ones on the NYSE by a 2.77-to-1 ratio; on Nasdaq, a 1.73-to-1 ratio favored advancers.The S&P 500 posted 11 new 52-week highs and no new lows; the Nasdaq Composite recorded 82 new highs and 19 new lows.Volume on U.S. exchanges was 11.99 billion shares, compared with the 10.62 billion average over the last 20 trading days.","news_type":1},"isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":419416202883680,"gmtCreate":1743428053094,"gmtModify":1743428057378,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"BULLShit. Overhyped AI trend. Look at where MU is now... lol","listText":"BULLShit. Overhyped AI trend. Look at where MU is now... lol","text":"BULLShit. Overhyped AI trend. Look at where MU is now... lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/419416202883680","repostId":"2522572773","repostType":2,"repost":{"id":"2522572773","kind":"highlight","pubTimestamp":1743167485,"share":"https://ttm.financial/m/news/2522572773?lang=&edition=full_marsco","pubTime":"2025-03-28 21:11","market":"nz","language":"en","title":"Why Are Analysts Bullish on Micron Technology (MU) for 2025?","url":"https://stock-news.laohu8.com/highlight/detail?id=2522572773","media":"Insider Monkey","summary":"US stocks registered a great start to the week with the S&P 500 index registering a gain of 100 points to close at +1.76%. The Nasdaq index, which had taken a beating recently, also registered a 2.2% gain. The renewed optimism comes as analysts price in rather moderate tariffs, much more lenient than originally thought.Overall, MU ranks 5th on our list of stocks that analysts are bullish for 2025. While we acknowledge the potential of MU as a leading investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is as promising as MU but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.","content":"<html><body><p>We recently published a list of the <strong>Analysts Are Bullish On These 10 Stocks For 2025, Here's Why</strong>. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against the other stocks that analysts are bullish for 2025.</p>\n<p>US stocks registered a great start to the week with the S&amp;P 500 index registering a gain of 100 points to close at +1.76%. The Nasdaq index, which had taken a beating recently, also registered a 2.2% gain. The renewed optimism comes as analysts price in rather moderate tariffs, much more lenient than originally thought.</p>\n<p>Wall Street analysts continuously evaluate stocks based on recent earnings, market outlook, and economic trends. When they find a stock with a potential upside, they adjust their rating accordingly. 2025 has started off with extreme volatility but analyst upgrades continue to provide investors with a reliable source to pick up their next stock for the year.</p>\n<p>We decided to look at what stocks the analysts are looking at and why they are bullish on these stocks. We then looked at the catalysts that could trigger this upside and came up with this list. For this top 10 list, we only considered stocks with a market cap of at least $5 billion.</p>\n<img height=\"816\" src=\"https://s.yimg.com/uu/api/res/1.2/Gc4T_wfef3fvoTlKk1hNEg--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/cece14d8df3ff9750f89999715c2f4bb\" width=\"1456\"/> A close-up view of a computer motherboard with integrated semiconductor chips. \n<h3><b>Micron Technology, Inc. (NASDAQ:MU) </b></h3>\n<p>Micron Technology, Inc. (NASDAQ:MU) is a manufacturer, designer, developer, and seller of memory and storage products. It operates in Embedded Business Unit, Storage Business Unit, Compute and Networking Business Unit, and Mobile Business Unit segments.</p>\n<p>According to 38 different analyst ratings, Micron Technology (NASDAQ:MU) has the highest target price of $250 which means it can be nearly triple the current levels if the bullish scenario proves accurate. In a move that helps the company inch closer to that target, Citi upgraded the stock ahead of its fiscal Q2 2025 result. The research firm maintained its Buy rating on the company, causing the stock price to go up by 1.5%.</p>\n<p>Micron Technology (NASDAQ:MU) reported a 47% YoY DRAM revenue growth. NAND revenue grew 18% YoY but fell 17% QoQ because of price decline. The company’s gross margins stood at 37.9%, reflecting the impact of the mix shift and NAND price decrease. The results were according to the analysts' expectations but they did highlight the concern about NAND revenue:</p>\n<blockquote>\n<p>\"We expect the company to post decent results but guide below Consensus driven by worse consumer mix and NAND (26% of F1Q25 sales) underutilization charges.\"</p>\n</blockquote>\n<p>Overall, MU <strong>ranks 5th </strong>on our list of stocks that analysts are bullish for 2025. While we acknowledge the potential of MU as a leading investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is as promising as MU but that trades at less than 5 times its earnings, check out our report about the <strong>cheapest AI stock</strong>.</p>\n<p><b>READ NEXT: </b><b>20 Best AI Stocks To Buy Now</b><b> and </b><b>30 Best Stocks to Buy Now According to Billionaires</b>.</p>\n<p>Disclosure: None. This article is originally published at <strong>Insider Monkey.</strong></p></body></html>","source":"yahoofinance","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 Are Analysts Bullish on Micron Technology (MU) for 2025?</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 Are Analysts Bullish on Micron Technology (MU) for 2025?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-28 21:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/why-analysts-bullish-micron-technology-131125376.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We recently published a list of the Analysts Are Bullish On These 10 Stocks For 2025, Here's Why. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands ...</p>\n\n<a href=\"https://finance.yahoo.com/news/why-analysts-bullish-micron-technology-131125376.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC",".IXIC":"NASDAQ Composite","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","USAW.SI":"AMZN 3xLongSG261006","PSQ":"纳指反向ETF","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","BK4512":"苹果概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","NVIW.SI":"NVDA 3xLongSG261006","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","TSYW.SI":"TESLA 3xLongSG261006","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4554":"元宇宙及AR概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","QID":"纳指两倍做空ETF","USJW.SI":"ALPHAB 3xLongSG261006","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","SQQQ":"纳指三倍做空ETF","BK4585":"ETF&股票定投概念","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","TQQQ":"纳指三倍做多ETF","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","MU":"美光科技","BK4543":"AI","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4527":"明星科技股","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4579":"人工智能","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","BK4605":"半导体精选","BK4588":"碎股","BK4141":"半导体产品","QLD":"纳指两倍做多ETF","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD"},"source_url":"https://finance.yahoo.com/news/why-analysts-bullish-micron-technology-131125376.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2522572773","content_text":"We recently published a list of the Analysts Are Bullish On These 10 Stocks For 2025, Here's Why. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against the other stocks that analysts are bullish for 2025.\nUS stocks registered a great start to the week with the S&P 500 index registering a gain of 100 points to close at +1.76%. The Nasdaq index, which had taken a beating recently, also registered a 2.2% gain. The renewed optimism comes as analysts price in rather moderate tariffs, much more lenient than originally thought.\nWall Street analysts continuously evaluate stocks based on recent earnings, market outlook, and economic trends. When they find a stock with a potential upside, they adjust their rating accordingly. 2025 has started off with extreme volatility but analyst upgrades continue to provide investors with a reliable source to pick up their next stock for the year.\nWe decided to look at what stocks the analysts are looking at and why they are bullish on these stocks. We then looked at the catalysts that could trigger this upside and came up with this list. For this top 10 list, we only considered stocks with a market cap of at least $5 billion.\n A close-up view of a computer motherboard with integrated semiconductor chips. \nMicron Technology, Inc. (NASDAQ:MU) \nMicron Technology, Inc. (NASDAQ:MU) is a manufacturer, designer, developer, and seller of memory and storage products. It operates in Embedded Business Unit, Storage Business Unit, Compute and Networking Business Unit, and Mobile Business Unit segments.\nAccording to 38 different analyst ratings, Micron Technology (NASDAQ:MU) has the highest target price of $250 which means it can be nearly triple the current levels if the bullish scenario proves accurate. In a move that helps the company inch closer to that target, Citi upgraded the stock ahead of its fiscal Q2 2025 result. The research firm maintained its Buy rating on the company, causing the stock price to go up by 1.5%.\nMicron Technology (NASDAQ:MU) reported a 47% YoY DRAM revenue growth. NAND revenue grew 18% YoY but fell 17% QoQ because of price decline. The company’s gross margins stood at 37.9%, reflecting the impact of the mix shift and NAND price decrease. The results were according to the analysts' expectations but they did highlight the concern about NAND revenue:\n\n\"We expect the company to post decent results but guide below Consensus driven by worse consumer mix and NAND (26% of F1Q25 sales) underutilization charges.\"\n\nOverall, MU ranks 5th on our list of stocks that analysts are bullish for 2025. While we acknowledge the potential of MU as a leading investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is as promising as MU but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.\nREAD NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.\nDisclosure: None. This article is originally published at Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387184445833336,"gmtCreate":1735568953733,"gmtModify":1735568958249,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"MU is only going to spiral downwards on this memory&nbsp;down cycle.&nbsp;","listText":"MU is only going to spiral downwards on this memory&nbsp;down cycle.&nbsp;","text":"MU is only going to spiral downwards on this memory down cycle.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387184445833336","repostId":"2495158973","repostType":2,"repost":{"id":"2495158973","kind":"highlight","pubTimestamp":1735479722,"share":"https://ttm.financial/m/news/2495158973?lang=&edition=full_marsco","pubTime":"2024-12-29 21:42","market":"us","language":"en","title":"Analyst: Micron Technology (MU) Problems Are ‘Very Temporal’","url":"https://stock-news.laohu8.com/highlight/detail?id=2495158973","media":"Insider Monkey","summary":"We recently published a list of 10 Buzzing AI Stocks on Latest Analyst Ratings and News. In this article, we are going to take a look at where Micron Technology, Inc.  stands against other buzzing AI stocks on latest analyst ratings and news.CJ Muse, Cantor Fitzgerald analyst, explained in a latest program on CNBC that the AI investment cycle is different from the ones we have seen in the past. Muse believes major technology companies investing billions in AI are generating “meaningful” free cash flows.I think Blackwell delays, where business hasn’t disappeared but system builds have gotten pushed, are weighing on Q4 and Q1. Again, people are going to buy lots of Blackwell, so I think this is a one-to-two-quarter phenomenon. You end up with a relatively positive cycle for Micron Technology Inc  in the back h","content":"<html><body><p>We recently published a list of <strong>10 Buzzing AI Stocks on Latest Analyst Ratings and News</strong>. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against other buzzing AI stocks on latest analyst ratings and news.</p>\n<p>CJ Muse, Cantor Fitzgerald analyst, explained in a latest program on CNBC that the AI investment cycle is different from the ones we have seen in the past. Muse believes major technology companies investing billions in AI are generating “meaningful” free cash flows.</p>\n<blockquote>\n<p>“This cycle is unlike any other. I think most investors look back to the advent of the internet and how long the internet infrastructure investment cycle played out. But this one’s very different. The companies making the investments, predominantly the hyperscalers, are generating meaningful free cash flow despite spending hundreds of billions of dollars building out AI. Let’s be clear: this is existential for these companies as they all try to get to AGI. I think this is a multi-year investment cycle.”</p>\n</blockquote>\n<p>The analyst talked about the latest AI model released by OpenAI and said the race is now to reach artificial general intelligence (AGI) and companies would require more and more computing power to improve the reasoning capabilities of AI systems.</p>\n<p><b>READ ALSO: </b><b>7 Best Stocks to Buy For Long-Term</b><b> and </b><b>8 Cheap Jim Cramer Stocks to Invest In</b></p>\n<p>For this article, we picked 10 AI stocks currently making headlines on the back of latest analyst ratings and important news. With each stock, we have mentioned its hedge fund sentiment. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points<b> (</b><b>see more details here</b><b>).</b></p>\n<img height=\"816\" src=\"https://s.yimg.com/uu/api/res/1.2/Gc4T_wfef3fvoTlKk1hNEg--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/cece14d8df3ff9750f89999715c2f4bb\" width=\"1456\"/> A close-up view of a computer motherboard with integrated semiconductor chips. \n<h3>Micron Technology Inc (NASDAQ:MU)</h3>\n<p><b><i>Number of Hedge Fund Investors: 107</i></b><b><i></i></b></p>\n<p>Matthew Bryson from Bright Lake Wealth Management said while talking to Schwab Network in a latest program that he believes Micron Technology’s (NASDAQ:MU) problems are temporary in nature.</p>\n<blockquote>\n<p>“I think that a lot of the problems are very temporal in nature. Certainly, the extent of the decline was a bit of a surprise. But where you’ve got inventory right-sizing in handsets of smartphones, that’s not an end-market problem. It’s that our customers took on too much inventory, mostly late 2023. It just needs to get worked out, and I think that’s done by the end of Q1.</p>\n<p>I think Blackwell delays, where business hasn’t disappeared but system builds have gotten pushed, are weighing on Q4 and Q1. Again, people are going to buy lots of Blackwell, so I think this is a one-to-two-quarter phenomenon. You end up with a relatively positive cycle for Micron Technology Inc (NASDAQ:MU) in the back half of calendar 2025.”</p>\n</blockquote>\n<p>How can Micron Technology Inc (NASDAQ:MU) make a turnaround?</p>\n<p>The company’s management expects PC unit growth to accelerate into the second half of calendar 2025. Nvidia’s (NVDA) Blackwell has only just begun ramping up production and 2025 is expected to show improved sequential and annual comparisons. Micron Technology Inc (NASDAQ:MU) management has also guided for a return to growth in the second half of the fiscal year and raised the estimate of the HBM market’s total addressable market to over $30 billion in 2025, driven by their sold-out position for the calendar year.</p>\n<p>Based on these factors, now could be the right time for long-term investors to pile into MU.</p>\n<p>Invesco Growth and Income Fund stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its <strong>Q3 2024 investor letter</strong>:</p>\n<blockquote>\n<p><b>“Micron Technology, Inc.</b> (NASDAQ:MU): In late June, Micron reported earnings that were generally in line with expectations. However, management provided weaker guidance going forward. The stock immediately began to sell off, which continued through the third quarter as investors appeared to question the company’s long-term growth outlook. Rotation out of AI-related stocks also appeared to weigh on Micron Technology.”</p>\n</blockquote>\n<p>Overall, MU <strong><b>ranks 5th</b></strong> on our list of buzzing AI stocks on latest analyst ratings and news. While we acknowledge the potential of MU, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MU but that trades at less than 5 times its earnings, check out our report about the <b>cheapest AI stock</b><b>.</b></p>\n<p><strong><b>READ NEXT:</b></strong> <strong><b>8 Best Wide Moat Stocks to Buy Now</b></strong><strong><b> and</b></strong><strong><b> 30 Most Important AI Stocks According to BlackRock</b></strong></p>\n<p>Disclosure: None. This article is originally published at <strong><b>Insider Monkey</b></strong><strong><b>.</b></strong></p></body></html>","source":"yahoofinance","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>Analyst: Micron Technology (MU) Problems Are ‘Very Temporal’</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\">\nAnalyst: Micron Technology (MU) Problems Are ‘Very Temporal’\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-29 21:42 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/analyst-micron-technology-mu-problems-134202602.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We recently published a list of 10 Buzzing AI Stocks on Latest Analyst Ratings and News. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against other ...</p>\n\n<a href=\"https://finance.yahoo.com/news/analyst-micron-technology-mu-problems-134202602.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDS":"Tradr 1.5X Short NVDA Daily ETF","USAW.SI":"AMZN 3xLongSG261006","QLD":"纳指两倍做多ETF","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","USJW.SI":"ALPHAB 3xLongSG261006","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","NVD2.UK":"2X NVIDIA ETP","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1861215975.USD":"贝莱德新一代科技基金 A2","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","TSYW.SI":"TESLA 3xLongSG261006","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","PSQ":"纳指反向ETF","2NVD.UK":"2X NVIDIA ETP","3NVD.UK":"LS 3X NVIDIA","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","QID":"纳指两倍做空ETF","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","SQQQ":"纳指三倍做空ETF","NVD":"GraniteShares 2x Short NVDA Daily ETF","NVDD":"Direxion Daily NVDA Bear 1X Shares","BK4543":"AI","SNVD.UK":"LS -1X NVIDIA","BK4588":"碎股","NVIW.SI":"NVDA 3xLongSG261006","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite","MU":"美光科技","NVDA":"英伟达","NVD3.UK":"LS 3X NVIDIA","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","AGI":"Alamos Gold Inc","NVDS.UK":"LS -1X NVIDIA","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC"},"source_url":"https://finance.yahoo.com/news/analyst-micron-technology-mu-problems-134202602.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2495158973","content_text":"We recently published a list of 10 Buzzing AI Stocks on Latest Analyst Ratings and News. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against other buzzing AI stocks on latest analyst ratings and news.\nCJ Muse, Cantor Fitzgerald analyst, explained in a latest program on CNBC that the AI investment cycle is different from the ones we have seen in the past. Muse believes major technology companies investing billions in AI are generating “meaningful” free cash flows.\n\n“This cycle is unlike any other. I think most investors look back to the advent of the internet and how long the internet infrastructure investment cycle played out. But this one’s very different. The companies making the investments, predominantly the hyperscalers, are generating meaningful free cash flow despite spending hundreds of billions of dollars building out AI. Let’s be clear: this is existential for these companies as they all try to get to AGI. I think this is a multi-year investment cycle.”\n\nThe analyst talked about the latest AI model released by OpenAI and said the race is now to reach artificial general intelligence (AGI) and companies would require more and more computing power to improve the reasoning capabilities of AI systems.\nREAD ALSO: 7 Best Stocks to Buy For Long-Term and 8 Cheap Jim Cramer Stocks to Invest In\nFor this article, we picked 10 AI stocks currently making headlines on the back of latest analyst ratings and important news. With each stock, we have mentioned its hedge fund sentiment. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).\n A close-up view of a computer motherboard with integrated semiconductor chips. \nMicron Technology Inc (NASDAQ:MU)\nNumber of Hedge Fund Investors: 107\nMatthew Bryson from Bright Lake Wealth Management said while talking to Schwab Network in a latest program that he believes Micron Technology’s (NASDAQ:MU) problems are temporary in nature.\n\n“I think that a lot of the problems are very temporal in nature. Certainly, the extent of the decline was a bit of a surprise. But where you’ve got inventory right-sizing in handsets of smartphones, that’s not an end-market problem. It’s that our customers took on too much inventory, mostly late 2023. It just needs to get worked out, and I think that’s done by the end of Q1.\nI think Blackwell delays, where business hasn’t disappeared but system builds have gotten pushed, are weighing on Q4 and Q1. Again, people are going to buy lots of Blackwell, so I think this is a one-to-two-quarter phenomenon. You end up with a relatively positive cycle for Micron Technology Inc (NASDAQ:MU) in the back half of calendar 2025.”\n\nHow can Micron Technology Inc (NASDAQ:MU) make a turnaround?\nThe company’s management expects PC unit growth to accelerate into the second half of calendar 2025. Nvidia’s (NVDA) Blackwell has only just begun ramping up production and 2025 is expected to show improved sequential and annual comparisons. Micron Technology Inc (NASDAQ:MU) management has also guided for a return to growth in the second half of the fiscal year and raised the estimate of the HBM market’s total addressable market to over $30 billion in 2025, driven by their sold-out position for the calendar year.\nBased on these factors, now could be the right time for long-term investors to pile into MU.\nInvesco Growth and Income Fund stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its Q3 2024 investor letter:\n\n“Micron Technology, Inc. (NASDAQ:MU): In late June, Micron reported earnings that were generally in line with expectations. However, management provided weaker guidance going forward. The stock immediately began to sell off, which continued through the third quarter as investors appeared to question the company’s long-term growth outlook. Rotation out of AI-related stocks also appeared to weigh on Micron Technology.”\n\nOverall, MU ranks 5th on our list of buzzing AI stocks on latest analyst ratings and news. While we acknowledge the potential of MU, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than MU but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.\nREAD NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock\nDisclosure: None. This article is originally published at Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397516724379864,"gmtCreate":1738075113841,"gmtModify":1738075117500,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"0\"></v-v> Cyclical down cycle","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"0\"></v-v> Cyclical down cycle","text":"$Micron Technology(MU)$ Cyclical down cycle","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397516724379864","isVote":1,"tweetType":1,"viewCount":264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387364598218800,"gmtCreate":1735601967860,"gmtModify":1735601970509,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$Micron Technology(MU)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387364598218800","isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":387229205106960,"gmtCreate":1735568824936,"gmtModify":1735568828596,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"Bullshit, its a cyclical down turn.&nbsp;","listText":"Bullshit, its a cyclical down turn.&nbsp;","text":"Bullshit, its a cyclical down turn.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/387229205106960","repostId":"2495540576","repostType":2,"repost":{"id":"2495540576","kind":"highlight","pubTimestamp":1735560026,"share":"https://ttm.financial/m/news/2495540576?lang=&edition=full_marsco","pubTime":"2024-12-30 20:00","market":"us","language":"en","title":"Micron Technology's (NASDAQ:MU) investors will be pleased with their favorable 69% return over the last five years","url":"https://stock-news.laohu8.com/highlight/detail?id=2495540576","media":"Simply Wall St.","summary":"While Micron Technology, Inc.  shareholders are probably generally happy, the stock hasn't had particularly good run recently, with the share price falling 12% in the last quarter. But at least the stock is up over the last five years. In that time, it is up 65%, which isn't bad, but is below the market return of 97%.Let's take a look at the underlying fundamentals over the longer term, and see if they've been consistent with shareholders returns.To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. By comparing earnings per share  and share price changes over time, we can get a feel for how investor attitudes to a company have morphed over time.During the five years of share price growth, Micron Technology moved from a loss to profitability. That's generally thought to be a genuine positive, so investors may expect to see an increasing share price.The graphic below depicts how EPS has changed over time .Pleas","content":"<html><body><p>While <strong>Micron Technology, Inc.</strong> (NASDAQ:MU) shareholders are probably generally happy, the stock hasn't had particularly good run recently, with the share price falling 12% in the last quarter. But at least the stock is up over the last five years. In that time, it is up 65%, which isn't bad, but is below the market return of 97%. </p>\n<p> Let's take a look at the underlying fundamentals over the longer term, and see if they've been consistent with shareholders returns. </p>\n<p><span> View our latest analysis for Micron Technology </span></p>\n<p> To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. By comparing earnings per share (EPS) and share price changes over time, we can get a feel for how investor attitudes to a company have morphed over time. </p>\n<p> During the five years of share price growth, Micron Technology moved from a loss to profitability. That's generally thought to be a genuine positive, so investors may expect to see an increasing share price. </p>\n<p> The graphic below depicts how EPS has changed over time (unveil the exact values by clicking on the image). </p>\n<figure>\n<img height=\"520\" src=\"https://s.yimg.com/uu/api/res/1.2/kBHTqyv4zwFglBUktPy_TQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/simply_wall_st__316/405323c107993bd6100ae79869e12816\" width=\"821\"/>\n<figcaption>\n  NasdaqGS:MU Earnings Per Share Growth December 30th 2024\n </figcaption>\n</figure>\n<p> We know that Micron Technology has improved its bottom line lately, but is it going to grow revenue? Check if analysts think Micron Technology will grow revenue in the future. </p>\n<h2>What About Dividends?</h2>\n<p> As well as measuring the share price return, investors should also consider the total shareholder return (TSR). The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs. So for companies that pay a generous dividend, the TSR is often a lot higher than the share price return. As it happens, Micron Technology's TSR for the last 5 years was 69%, which exceeds the share price return mentioned earlier. This is largely a result of its dividend payments! </p>\n<h2>A Different Perspective</h2>\n<p> Micron Technology provided a TSR of 4.2% over the last twelve months. But that return falls short of the market. It's probably a good sign that the company has an even better long term track record, having provided shareholders with an annual TSR of 11% over five years. It may well be that this is a business worth popping on the watching, given the continuing positive reception, over time, from the market. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. For instance, we've identified  <strong> 1 warning sign for Micron Technology</strong>  that you should be aware of. </p>\n<p> If you like to buy stocks alongside management, then you might just love this <strong>free</strong> list of companies. (Hint: many of them are unnoticed AND have attractive valuation). </p>\n<p><em>Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges.</em></p>\n<p><strong>Have feedback on this article? Concerned about the content?</strong> <strong>Get in touch</strong><strong> with us directly.</strong><i> Alternatively, email editorial-team (at) simplywallst.com.</i><br/><br/><i>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</i><br/><br/></p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Technology's (NASDAQ:MU) investors will be pleased with their favorable 69% return over the last five years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron Technology's (NASDAQ:MU) investors will be pleased with their favorable 69% return over the last five years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-30 20:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/micron-technologys-nasdaq-mu-investors-120026709.html><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While Micron Technology, Inc. (NASDAQ:MU) shareholders are probably generally happy, the stock hasn't had particularly good run recently, with the share price falling 12% in the last quarter. But at ...</p>\n\n<a href=\"https://finance.yahoo.com/news/micron-technologys-nasdaq-mu-investors-120026709.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","NVIW.SI":"NVDA 3xLongSG261006","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","USJW.SI":"ALPHAB 3xLongSG261006","BK4527":"明星科技股","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","TQQQ":"纳指三倍做多ETF","BK4588":"碎股","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4141":"半导体产品","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","NDAQ":"纳斯达克OMX交易所","QLD":"纳指两倍做多ETF","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","TSYW.SI":"TESLA 3xLongSG261006","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","BK4512":"苹果概念","BK4112":"金融交易所和数据","IE00B64PRP62.GBP":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (GBP) ACC","PSQ":"纳指反向ETF","IE00B3QW5Z07.USD":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BGHQF748.EUR":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (EUR) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","USAW.SI":"AMZN 3xLongSG261006","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","MU":"美光科技","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","QID":"纳指两倍做空ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD"},"source_url":"https://finance.yahoo.com/news/micron-technologys-nasdaq-mu-investors-120026709.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2495540576","content_text":"While Micron Technology, Inc. (NASDAQ:MU) shareholders are probably generally happy, the stock hasn't had particularly good run recently, with the share price falling 12% in the last quarter. But at least the stock is up over the last five years. In that time, it is up 65%, which isn't bad, but is below the market return of 97%. \n Let's take a look at the underlying fundamentals over the longer term, and see if they've been consistent with shareholders returns. \n View our latest analysis for Micron Technology \n To paraphrase Benjamin Graham: Over the short term the market is a voting machine, but over the long term it's a weighing machine. By comparing earnings per share (EPS) and share price changes over time, we can get a feel for how investor attitudes to a company have morphed over time. \n During the five years of share price growth, Micron Technology moved from a loss to profitability. That's generally thought to be a genuine positive, so investors may expect to see an increasing share price. \n The graphic below depicts how EPS has changed over time (unveil the exact values by clicking on the image). \n\n\n\n  NasdaqGS:MU Earnings Per Share Growth December 30th 2024\n \n\n We know that Micron Technology has improved its bottom line lately, but is it going to grow revenue? Check if analysts think Micron Technology will grow revenue in the future. \nWhat About Dividends?\n As well as measuring the share price return, investors should also consider the total shareholder return (TSR). The TSR is a return calculation that accounts for the value of cash dividends (assuming that any dividend received was reinvested) and the calculated value of any discounted capital raisings and spin-offs. So for companies that pay a generous dividend, the TSR is often a lot higher than the share price return. As it happens, Micron Technology's TSR for the last 5 years was 69%, which exceeds the share price return mentioned earlier. This is largely a result of its dividend payments! \nA Different Perspective\n Micron Technology provided a TSR of 4.2% over the last twelve months. But that return falls short of the market. It's probably a good sign that the company has an even better long term track record, having provided shareholders with an annual TSR of 11% over five years. It may well be that this is a business worth popping on the watching, given the continuing positive reception, over time, from the market. I find it very interesting to look at share price over the long term as a proxy for business performance. But to truly gain insight, we need to consider other information, too. For instance, we've identified   1 warning sign for Micron Technology  that you should be aware of. \n If you like to buy stocks alongside management, then you might just love this free list of companies. (Hint: many of them are unnoticed AND have attractive valuation). \nPlease note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on American exchanges.\nHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) simplywallst.com.This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.","news_type":1},"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347892997099728,"gmtCreate":1725975786118,"gmtModify":1725975790200,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"It's a trap. Nasdaq MU will continue to fall","listText":"It's a trap. Nasdaq MU will continue to fall","text":"It's a trap. Nasdaq MU will continue to fall","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347892997099728","repostId":"2466939911","repostType":2,"repost":{"id":"2466939911","kind":"highlight","pubTimestamp":1725885000,"share":"https://ttm.financial/m/news/2466939911?lang=&edition=full_marsco","pubTime":"2024-09-09 20:30","market":"us","language":"en","title":"Golden Opportunity to Buy 3 AI-Focused Stocks on the Recent Dip","url":"https://stock-news.laohu8.com/highlight/detail?id=2466939911","media":"Zacks","summary":"September syndrome is already visible in U.S. stock markets. Historically, September is the worst-performing month for Wall Street. This year, too, the situation remains challenging. In the first four trading days of this month, the three major indexes — the Dow, the S&P 500 and the Nasdaq Composite — tumbled 2.9%, 4.2% and 5.8%, respectively.The extremely overvalued artificial intelligence  stocks suffered the maximum brunt of a recent stock market meltdown. Despite the recent mayhem, the AI frenzy remains intact. So far, no negative news appears for the generative AI ecosystem. Therefore, this meltdown provides a lucrative opportunity to enter AI-centric stocks on the dip for near-term gains.TSM is the largest manufacturer of NVIDIA Corp.’s NVDA chipsets. NVIDIA is globally the largest developers of generative AI-based chips. TSM also caters to Advanced Micro Devices Inc. AMD and Intel Corp. INTC to name a few.","content":"<html><body><p>September syndrome is already visible in U.S. stock markets. Historically, September is the worst-performing month for Wall Street. This year, too, the situation remains challenging. In the first four trading days of this month, the three major indexes — the Dow, the S&amp;P 500 and the Nasdaq Composite — tumbled 2.9%, 4.2% and 5.8%, respectively.  </p>\n<p>The extremely overvalued artificial intelligence (AI) stocks suffered the maximum brunt of a recent stock market meltdown. Despite the recent mayhem, the AI frenzy remains intact. So far, no negative news appears for the generative AI ecosystem. Therefore, this meltdown provides a lucrative opportunity to enter AI-centric stocks on the dip for near-term gains.</p>\n<p>Three such stocks are: <strong>Taiwan Semiconductor Manufacturing Company Ltd. </strong>TSM, <strong>Micron Technology Inc. </strong>MU and <strong>NetApp Inc.</strong> NTAP. All three stocks currently carry a Zacks Rank #2 (Buy). You can see <strong>the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here</strong>. </p>\n<h2>Is Recession Nearby or a Knee-Jerk Expression? </h2>\n<p>Theoretically a recession means contraction of GDP (negative GDP growth rate) for two consecutive quarters. The U.S. GDP grew at 1.4% in first-quarter 2024. The second reading of second-quarter GDP was 3%. On Sept 4, the Atlanta Fed GDPNow projected a 2.1% GDP growth rate for the third quarter. </p>\n<p>Some soft key economic data over a period of time never indicate a nearby recession. In fact, the Fed was eagerly waiting for these weak economic data, especially labor market data, along with a gradually declining inflation rate, in order to initiate a rate-cut regime. </p>\n<p>Finally, the recent AI turmoil is nothing but profit-taking, especially on the part of institutional investors. Stock markets consist of bull and bear operators. As bulls fly high, bears wait quietly for a suitable time and some reasons to be good enough for profit-booking so that they can reenter the market at a reasonably low level. </p>\n<p>So far, this year, buy-on-the-dip remains the best investment strategy. Every dip in stocks, especially in AI-giants, has resulted in more aggressive returns in a short span. This time too, the same outcome will appear. </p>\n<h2>Three AI-Focused Stocks With Significant Price Upside</h2>\n<h2>Taiwan Semiconductor Manufacturing Co. Ltd.</h2>\n<p>Taiwan Semiconductor has become a new poster boy on the global artificial intelligence (AI) frenzy. TSM is the largest manufacturer of AI-based chipsets for the world’s best AI chipset developers. The company is experiencing solid demand for its advanced technologies, such as 3-nanometer (nm) and 5nm. TSM’s growing efforts to ramp up the production of 3nm and development of 2nm is a plus.</p>\n<p>TSM is the largest manufacturer of <strong>NVIDIA Corp.</strong>’s NVDA chipsets. NVIDIA is globally the largest developers of generative AI-based chips. TSM also caters to <strong>Advanced Micro Devices Inc.</strong> AMD and<strong> Intel Corp. </strong>INTC to name a few. </p>\n<h2>Solid Earnings Estimate Revisions for TSM Stock</h2>\n<p>TSM has an expected revenue and earnings growth rate of 23.6% and 24.5%, respectively, for the current year. The Zacks Consensus Estimate for the current-quarter, current-year and next-year earnings has improved over the last 30 days.</p>\n<p><img src=\"https://s.yimg.com/uu/api/res/1.2/u30VADam2vec.M1RcGDjzQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/4dd0e622d148cd62a25d04601ba507bc\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<h2>Huge Price Upside Potential for TSM Shares</h2>\n<p>The stock price of Taiwan Semiconductor has jumped 50.8% year to date. In the past month shares have fallen 4.7%. Despite this, the short-term average price target of brokerage firms for the stock represents an increase of 25.1% from the last closing price of $156.82. The brokerage target price is currently in the range of $170-$250.</p>\n<p><img src=\"https://s1.yimg.com/uu/api/res/1.2/ZB15PBNdTXGebrQZoWUozw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/a3b92fcc310f747b811525f6c940b0a3\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<h2>Micron Technology Inc.</h2>\n<p>Micron Technology has been benefiting from the enormous growth of AI applications that boosted demand for its high bandwidth memory chips. MU is a major producer of memory chips used in NVIDIA’s GPUs. MU is benefiting from improved market conditions, robust sales executions and strong growth across multiple business units.</p>\n<p>Micron Technology anticipates the pricing of DRAM and NAND chips to increase, thereby improving its revenues. The pricing benefits will primarily be driven by rising AI servers, causing a scarcity in the availability of cutting-edge DRAM and NAND supplies. Also, 5G adoption in IoT devices and wireless infrastructure will spur demand for memory and storage.</p>\n<h2>Strong Earnings Estimate Revisions for MU Stock</h2>\n<p>MU has an expected revenue and earnings growth rate of 57% and more than 100%, respectively, for the current year (ending August 2025). The Zacks Consensus Estimate for the current-quarter, current-year and next-year earnings has improved over the last 60 days.</p>\n<p><img src=\"https://s1.yimg.com/uu/api/res/1.2/1zHWFkF5N_nMUX1Q32TpsQ--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/e1821368c6fc204498debd190b2882cb\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<h2>Tremendous Price Upside Potential for MU Shares</h2>\n<p>The stock price of Micron Technology has advanced a meager 1.3% year to date. In the past month shares have fallen 6.2%. Despite this, the short-term average price target of brokerage firms for the stock represents a jump of 80% from the last closing price of $86.38. The brokerage target price is currently in the range of $100-$225.</p>\n<p><img src=\"https://s.yimg.com/uu/api/res/1.2/congqZTSIdTxVUUQFq3NBw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/6e8cf3856fdd51726289bc7e2e836e20\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<h2>NetApp Inc.</h2>\n<p>NetApp’s performance is being driven by demand across the all-flash and cloud storage portfolio. In the fourth quarter of 2024, all-Flash Array Business’ annualized revenue run rate was $3.6 billion, up 17% year over year. </p>\n<p>NetApp expects its expertise in tackling critical customer priorities, such as AI, business analytics, cloud transitions, data security and application modernization, to drive expansion. The enterprise storage products of NTAP will allow users to boost their workload including traditional enterprise applications and generative AI. </p>\n<h2>Robust Earnings Estimate Revisions for NTAP Stock</h2>\n<p>NTAP has an expected revenue and earnings growth rate of 4.9% and 8.8%, respectively, for the current year (ending April 2025). The Zacks Consensus Estimate for the current-quarter, next-quarter, current-year and next-year earnings has improved over the last 30 days.</p>\n<p><img src=\"https://s1.yimg.com/uu/api/res/1.2/kZRpH3mp02vhVKTFJfi0Sw--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/3dacd1e43a017861a97fa474b06cf247\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<h2>Attractive Price Upside Potential for NTAP Shares</h2>\n<p>The stock price of NetApp has climbed 29.6% year to date. In the past month shares have fallen 4.2%. Despite this, the short-term average price target of brokerage firms for the stock represents an increase of 13.3% from the last closing price of $114.18. The brokerage target price is currently in the range of $108-$155.</p>\n<p><img src=\"https://s1.yimg.com/uu/api/res/1.2/taP1usiTyLGZAXKJcse0AA--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/zacks.com/e2b68efd378f35df84fb63b32fa13bd6\"/><br/><span>Image Source: Zacks Investment Research</span><br/></p>\n<p>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report</p>\n<p>Intel Corporation (INTC) : Free Stock Analysis Report</p>\n<p>Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report</p>\n<p>NetApp, Inc. (NTAP) : Free Stock Analysis Report</p>\n<p>Micron Technology, Inc. (MU) : Free Stock Analysis Report</p>\n<p>NVIDIA Corporation (NVDA) : Free Stock Analysis Report</p>\n<p>Taiwan Semiconductor Manufacturing Company Ltd. (TSM) : Free Stock Analysis Report</p>\n<p>To read this article on Zacks.com click here.</p>\n<p>Zacks Investment Research</p></body></html>","source":"yahoofinance","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>Golden Opportunity to Buy 3 AI-Focused Stocks on the Recent Dip</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\">\nGolden Opportunity to Buy 3 AI-Focused Stocks on the Recent Dip\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-09 20:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/golden-opportunity-buy-3-ai-123000572.html><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>September syndrome is already visible in U.S. stock markets. Historically, September is the worst-performing month for Wall Street. This year, too, the situation remains challenging. In the first four...</p>\n\n<a href=\"https://finance.yahoo.com/news/golden-opportunity-buy-3-ai-123000572.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/as5m4_sYhwbum22y4k2zVQ--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/d43cb7b76527c97c59494165d3dffeae","relate_stocks":{"BK4551":"寇图资本持仓","BK4503":"景林资产持仓","BK4550":"红杉资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4526":"热门中概股","BK4527":"明星科技股","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","2NVD.UK":"2X NVIDIA ETP","MU":"美光科技","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","L":"洛斯公司","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","BK4534":"瑞士信贷持仓","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","COMP":"Compass, Inc.","BK4567":"ESG概念","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","NTAP":"美国网存","LU0109392836.USD":"富兰克林科技股A","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","BK4529":"IDC概念","03145":"华夏亚洲高息股","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","TSM":"台积电","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC"},"source_url":"https://finance.yahoo.com/news/golden-opportunity-buy-3-ai-123000572.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2466939911","content_text":"September syndrome is already visible in U.S. stock markets. Historically, September is the worst-performing month for Wall Street. This year, too, the situation remains challenging. In the first four trading days of this month, the three major indexes — the Dow, the S&P 500 and the Nasdaq Composite — tumbled 2.9%, 4.2% and 5.8%, respectively.  \nThe extremely overvalued artificial intelligence (AI) stocks suffered the maximum brunt of a recent stock market meltdown. Despite the recent mayhem, the AI frenzy remains intact. So far, no negative news appears for the generative AI ecosystem. Therefore, this meltdown provides a lucrative opportunity to enter AI-centric stocks on the dip for near-term gains.\nThree such stocks are: Taiwan Semiconductor Manufacturing Company Ltd. TSM, Micron Technology Inc. MU and NetApp Inc. NTAP. All three stocks currently carry a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. \nIs Recession Nearby or a Knee-Jerk Expression? \nTheoretically a recession means contraction of GDP (negative GDP growth rate) for two consecutive quarters. The U.S. GDP grew at 1.4% in first-quarter 2024. The second reading of second-quarter GDP was 3%. On Sept 4, the Atlanta Fed GDPNow projected a 2.1% GDP growth rate for the third quarter. \nSome soft key economic data over a period of time never indicate a nearby recession. In fact, the Fed was eagerly waiting for these weak economic data, especially labor market data, along with a gradually declining inflation rate, in order to initiate a rate-cut regime. \nFinally, the recent AI turmoil is nothing but profit-taking, especially on the part of institutional investors. Stock markets consist of bull and bear operators. As bulls fly high, bears wait quietly for a suitable time and some reasons to be good enough for profit-booking so that they can reenter the market at a reasonably low level. \nSo far, this year, buy-on-the-dip remains the best investment strategy. Every dip in stocks, especially in AI-giants, has resulted in more aggressive returns in a short span. This time too, the same outcome will appear. \nThree AI-Focused Stocks With Significant Price Upside\nTaiwan Semiconductor Manufacturing Co. Ltd.\nTaiwan Semiconductor has become a new poster boy on the global artificial intelligence (AI) frenzy. TSM is the largest manufacturer of AI-based chipsets for the world’s best AI chipset developers. The company is experiencing solid demand for its advanced technologies, such as 3-nanometer (nm) and 5nm. TSM’s growing efforts to ramp up the production of 3nm and development of 2nm is a plus.\nTSM is the largest manufacturer of NVIDIA Corp.’s NVDA chipsets. NVIDIA is globally the largest developers of generative AI-based chips. TSM also caters to Advanced Micro Devices Inc. AMD and Intel Corp. INTC to name a few. \nSolid Earnings Estimate Revisions for TSM Stock\nTSM has an expected revenue and earnings growth rate of 23.6% and 24.5%, respectively, for the current year. The Zacks Consensus Estimate for the current-quarter, current-year and next-year earnings has improved over the last 30 days.\nImage Source: Zacks Investment Research\nHuge Price Upside Potential for TSM Shares\nThe stock price of Taiwan Semiconductor has jumped 50.8% year to date. In the past month shares have fallen 4.7%. Despite this, the short-term average price target of brokerage firms for the stock represents an increase of 25.1% from the last closing price of $156.82. The brokerage target price is currently in the range of $170-$250.\nImage Source: Zacks Investment Research\nMicron Technology Inc.\nMicron Technology has been benefiting from the enormous growth of AI applications that boosted demand for its high bandwidth memory chips. MU is a major producer of memory chips used in NVIDIA’s GPUs. MU is benefiting from improved market conditions, robust sales executions and strong growth across multiple business units.\nMicron Technology anticipates the pricing of DRAM and NAND chips to increase, thereby improving its revenues. The pricing benefits will primarily be driven by rising AI servers, causing a scarcity in the availability of cutting-edge DRAM and NAND supplies. Also, 5G adoption in IoT devices and wireless infrastructure will spur demand for memory and storage.\nStrong Earnings Estimate Revisions for MU Stock\nMU has an expected revenue and earnings growth rate of 57% and more than 100%, respectively, for the current year (ending August 2025). The Zacks Consensus Estimate for the current-quarter, current-year and next-year earnings has improved over the last 60 days.\nImage Source: Zacks Investment Research\nTremendous Price Upside Potential for MU Shares\nThe stock price of Micron Technology has advanced a meager 1.3% year to date. In the past month shares have fallen 6.2%. Despite this, the short-term average price target of brokerage firms for the stock represents a jump of 80% from the last closing price of $86.38. The brokerage target price is currently in the range of $100-$225.\nImage Source: Zacks Investment Research\nNetApp Inc.\nNetApp’s performance is being driven by demand across the all-flash and cloud storage portfolio. In the fourth quarter of 2024, all-Flash Array Business’ annualized revenue run rate was $3.6 billion, up 17% year over year. \nNetApp expects its expertise in tackling critical customer priorities, such as AI, business analytics, cloud transitions, data security and application modernization, to drive expansion. The enterprise storage products of NTAP will allow users to boost their workload including traditional enterprise applications and generative AI. \nRobust Earnings Estimate Revisions for NTAP Stock\nNTAP has an expected revenue and earnings growth rate of 4.9% and 8.8%, respectively, for the current year (ending April 2025). The Zacks Consensus Estimate for the current-quarter, next-quarter, current-year and next-year earnings has improved over the last 30 days.\nImage Source: Zacks Investment Research\nAttractive Price Upside Potential for NTAP Shares\nThe stock price of NetApp has climbed 29.6% year to date. In the past month shares have fallen 4.2%. Despite this, the short-term average price target of brokerage firms for the stock represents an increase of 13.3% from the last closing price of $114.18. The brokerage target price is currently in the range of $108-$155.\nImage Source: Zacks Investment Research\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nIntel Corporation (INTC) : Free Stock Analysis Report\nAdvanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report\nNetApp, Inc. (NTAP) : Free Stock Analysis Report\nMicron Technology, Inc. (MU) : Free Stock Analysis Report\nNVIDIA Corporation (NVDA) : Free Stock Analysis Report\nTaiwan Semiconductor Manufacturing Company Ltd. (TSM) : Free Stock Analysis Report\nTo read this article on Zacks.com click here.\nZacks Investment Research","news_type":1},"isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342732184690904,"gmtCreate":1724681475512,"gmtModify":1724681479153,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"Fake news. It will continue to fall","listText":"Fake news. It will continue to fall","text":"Fake news. It will continue to fall","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342732184690904","repostId":"2462913768","repostType":2,"isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333088448262248,"gmtCreate":1722348463080,"gmtModify":1722348467048,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"Can't trust these articles these days. Only direction is down!","listText":"Can't trust these articles these days. Only direction is down!","text":"Can't trust these articles these days. Only direction is down!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333088448262248","repostId":"2455459106","repostType":2,"repost":{"id":"2455459106","kind":"highlight","pubTimestamp":1722294558,"share":"https://ttm.financial/m/news/2455459106?lang=&edition=full_marsco","pubTime":"2024-07-30 07:09","market":"us","language":"en","title":"Micron Technology, Inc. (MU): Peconic Partners is Bullish on This Stock Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2455459106","media":"Insider Monkey","summary":"We recently compiled a list of the 191.50% in 3 Years: Peconic Hedge Fund's Top 10 Stock Picks. In this article, we are going to take a look at where Micron Technology, Inc.  stands against the other stocks.Established in 1997, Peconic Partners is a hedge fund manager based in New York, under the leadership of William Harnisch. The firm manages both its capital and that of its clients, using long/short equity hedge fund strategies. It also follows a thematic investment approach with a structured and consistent methodology, aiming to achieve positive returns over the long term regardless of market conditions.Peconic Partners's stock selection approach is driven by its deep experience. The Peconic Partners investment strategy has a history spanning over 40 years, originating with its predecessor firm. Peconic Partners' long-term track record, history of capital appreciation, and past ability to generate alpha are testaments to the vision, insight, and patience derived from their experien","content":"<html><body><p>We recently compiled a list of the <strong>191.50% in 3 Years: Peconic Hedge Fund's Top 10 Stock Picks</strong>. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against the other stocks.</p>\n<p>Established in 1997, Peconic Partners is a hedge fund manager based in New York, under the leadership of William Harnisch. The firm manages both its capital and that of its clients, using long/short equity hedge fund strategies. It also follows a thematic investment approach with a structured and consistent methodology, aiming to achieve positive returns over the long term regardless of market conditions.</p>\n<p>Peconic Partners's stock selection approach is driven by its deep experience. The Peconic Partners investment strategy has a history spanning over 40 years, originating with its predecessor firm. Peconic Partners' long-term track record, history of capital appreciation, and past ability to generate alpha are testaments to the vision, insight, and patience derived from their experience.</p>\n<p>William Harnisch is the Chief Investment Strategist at Peconic Partners. He managed Peconic Partners from the late 1970s until 1997 when the long-only business was sold to a privately-held financial services firm aiming to expand its asset management business. However, William Harnisch and his partners retained exclusive ownership of the hedge business. In December 2004, he and the current Peconic team formed Peconic Partners, continuing the successful and disciplined hedge fund strategy practiced since the late 1970s.</p>\n<p>Mr. Harnisch's career began in 1968 at Chase Manhattan Bank. He later joined Forstmann-Leff Associates (FLA), managing assets exceeding $5 billion and entering the hedge fund business in 1986. In 1997, he sold FLA's long-only business and in 2004, he founded Peconic Partners to concentrate on hedged products. William Harnisch holds a B.B.A. from Baruch College and is a Chartered Financial Analyst. He is active in philanthropy through the William F. Harnisch Foundation and is a board member of the Baruch College Fund. His market insights have been featured in the Wall Street Journal and Barron’s.</p>\n<p>In 2023, Peconic Partners LLC regained the top spot on HedgeFollow's Top 20 Best Performing Hedge Funds list. Despite challenges like rising inflation and market volatility, Peconic Partners delivered a remarkable 191.50% performance over three years. This achievement is significant as many money managers struggled during a surprising market rally. While only 38% of large-cap mutual funds beat the market in 2023, and long-short hedge funds saw minimal gains, Peconic Partners excelled. For the fourth year in a row, the New York-based fund achieved an annual gain of 38%, three times higher than the S&amp;P 500’s performance.</p>\n<p>In late December of 2023, Mr. Harnisch increased bets against the SPDR S&amp;P 500 ETF Trust and took short positions in expensive industrial stocks and consumer-product makers that have raised prices aggressively. This caused the fund's net leverage to decrease from 50% to 33% in a few weeks, and it has continued to drop in early 2024.</p>\n<p><em><strong>Our Methodology</strong></em></p>\n<p>The companies mentioned in this article come from Peconic Hedge Fund's top 10 stock picks at the end of the first quarter of 2024. To give readers a thorough understanding of these companies, we've included analyst ratings and other relevant details. We also mention the number of hedge fund investors in each company. Why focus on the stocks that hedge funds invest in? Our research shows that mimicking the top picks of the best hedge funds can lead to market-beating returns. Our quarterly newsletter's strategy, which selects 14 small-cap and large-cap stocks each quarter, has returned 275% since May 2014, outperforming its benchmark by 150 percentage points. (<strong>see more details here</strong>)</p>\n<img height=\"816\" src=\"https://s.yimg.com/uu/api/res/1.2/Gc4T_wfef3fvoTlKk1hNEg--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/insidermonkey.com/cece14d8df3ff9750f89999715c2f4bb\" width=\"1456\"/> A close-up view of a computer motherboard with integrated semiconductor chips. \n<h3>Micron Technology, Inc. (NASDAQ:MU)</h3>\n<p><em><strong>Number of Hedge Fund Holders:\n    115</strong></em></p>\n<p>Micron Technology, Inc. (NASDAQ:MU) ranks 4th in Peconic Hedge Fund's top 10 stock picks. According to regulatory filings for the first quarter of 2024, Peconic Partners owned 775,000 shares of Micron Technology, Inc. (NASDAQ:MU), worth $91,364,750, representing 4.05% of their portfolio. Micron Technology, Inc. (NASDAQ:MU) is enjoying increased profitability thanks to strong demand for its memory and storage products. Micron Technology, Inc. (NASDAQ:MU) exceeded profit expectations for Q3 2024, with sales surging, and plans to boost capital expenditures to meet this demand.</p>\n<p>Financial researcher On the Pulse stated that Micron Technology, Inc. (NASDAQ:MU)'s stock is undervalued, trading at less than 13.9 times its earnings, and has the potential for substantial sales growth in 2025.</p>\n<p>ClearBridge Value Equity Strategy stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its Q2 2024 investor letter:</p>\n<blockquote>\n<p>“Stock selection in the IT sector proved to be the largest contributor to performance, particularly driven by the strong performance of <strong>Micron Technology, Inc.</strong> (NASDAQ:MU) The company, which designs, develops, manufactures and sells memory and storage products, continued its strong performance alongside other AI beneficiaries as the anticipated demand for new and additional storage essential for housing and training large language AI models continues to grow.”</p>\n</blockquote>\n<p>Overall MU <strong>ranks 4th</strong> on our list of Peconic Partners' top 10 stock picks. You can visit <strong>191.50% in 3 Years: Peconic Hedge Fund's Top 10 Stock Picks</strong><strong> </strong>to see the other stocks that are on hedge funds’ radar. While we recognize MU's potential as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than MU but that trades at less than 5 times its earnings, check out our report about the<strong> cheapest AI stock</strong>.</p>   \n<p><strong>READ NEXT: Analyst Sees a New $25 Billion “Opportunity” for NVIDIA and Jim Cramer is Recommending These 10 Stocks in June.</strong></p>   \n<p>Disclosure: None. This article is originally published at Insider Monkey.</p></body></html>","source":"yahoofinance","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Technology, Inc. (MU): Peconic Partners is Bullish on This Stock Now</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\">\nMicron Technology, Inc. (MU): Peconic Partners is Bullish on This Stock Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-30 07:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/micron-technology-inc-mu-peconic-230918936.html><strong>Insider Monkey</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We recently compiled a list of the 191.50% in 3 Years: Peconic Hedge Fund's Top 10 Stock Picks. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against...</p>\n\n<a href=\"https://finance.yahoo.com/news/micron-technology-inc-mu-peconic-230918936.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://s.yimg.com/uu/api/res/1.2/WV1rZpZVZ5.vOErnVRlVLA--~B/aD04MTY7dz0xNDU2O2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/insidermonkey.com/cece14d8df3ff9750f89999715c2f4bb","relate_stocks":{"BK4553":"喜马拉雅资本持仓","PSQ":"纳指反向ETF","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4585":"ETF&股票定投概念","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4566":"资本集团","BK4575":"芯片概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","QID":"纳指两倍做空ETF","LU0082616367.USD":"摩根大通美国科技A（dist）",".IXIC":"NASDAQ Composite","BK4527":"明星科技股","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","SQQQ":"纳指三倍做空ETF","BK4588":"碎股","BK4579":"人工智能","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4141":"半导体产品","MU":"美光科技","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","TQQQ":"纳指三倍做多ETF","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4512":"苹果概念","BK4532":"文艺复兴科技持仓","QLD":"纳指两倍做多ETF","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4554":"元宇宙及AR概念","LU2286300806.USD":"Allianz Cyber Security AT Acc USD"},"source_url":"https://finance.yahoo.com/news/micron-technology-inc-mu-peconic-230918936.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2455459106","content_text":"We recently compiled a list of the 191.50% in 3 Years: Peconic Hedge Fund's Top 10 Stock Picks. In this article, we are going to take a look at where Micron Technology, Inc. (NASDAQ:MU) stands against the other stocks.\nEstablished in 1997, Peconic Partners is a hedge fund manager based in New York, under the leadership of William Harnisch. The firm manages both its capital and that of its clients, using long/short equity hedge fund strategies. It also follows a thematic investment approach with a structured and consistent methodology, aiming to achieve positive returns over the long term regardless of market conditions.\nPeconic Partners's stock selection approach is driven by its deep experience. The Peconic Partners investment strategy has a history spanning over 40 years, originating with its predecessor firm. Peconic Partners' long-term track record, history of capital appreciation, and past ability to generate alpha are testaments to the vision, insight, and patience derived from their experience.\nWilliam Harnisch is the Chief Investment Strategist at Peconic Partners. He managed Peconic Partners from the late 1970s until 1997 when the long-only business was sold to a privately-held financial services firm aiming to expand its asset management business. However, William Harnisch and his partners retained exclusive ownership of the hedge business. In December 2004, he and the current Peconic team formed Peconic Partners, continuing the successful and disciplined hedge fund strategy practiced since the late 1970s.\nMr. Harnisch's career began in 1968 at Chase Manhattan Bank. He later joined Forstmann-Leff Associates (FLA), managing assets exceeding $5 billion and entering the hedge fund business in 1986. In 1997, he sold FLA's long-only business and in 2004, he founded Peconic Partners to concentrate on hedged products. William Harnisch holds a B.B.A. from Baruch College and is a Chartered Financial Analyst. He is active in philanthropy through the William F. Harnisch Foundation and is a board member of the Baruch College Fund. His market insights have been featured in the Wall Street Journal and Barron’s.\nIn 2023, Peconic Partners LLC regained the top spot on HedgeFollow's Top 20 Best Performing Hedge Funds list. Despite challenges like rising inflation and market volatility, Peconic Partners delivered a remarkable 191.50% performance over three years. This achievement is significant as many money managers struggled during a surprising market rally. While only 38% of large-cap mutual funds beat the market in 2023, and long-short hedge funds saw minimal gains, Peconic Partners excelled. For the fourth year in a row, the New York-based fund achieved an annual gain of 38%, three times higher than the S&P 500’s performance.\nIn late December of 2023, Mr. Harnisch increased bets against the SPDR S&P 500 ETF Trust and took short positions in expensive industrial stocks and consumer-product makers that have raised prices aggressively. This caused the fund's net leverage to decrease from 50% to 33% in a few weeks, and it has continued to drop in early 2024.\nOur Methodology\nThe companies mentioned in this article come from Peconic Hedge Fund's top 10 stock picks at the end of the first quarter of 2024. To give readers a thorough understanding of these companies, we've included analyst ratings and other relevant details. We also mention the number of hedge fund investors in each company. Why focus on the stocks that hedge funds invest in? Our research shows that mimicking the top picks of the best hedge funds can lead to market-beating returns. Our quarterly newsletter's strategy, which selects 14 small-cap and large-cap stocks each quarter, has returned 275% since May 2014, outperforming its benchmark by 150 percentage points. (see more details here)\n A close-up view of a computer motherboard with integrated semiconductor chips. \nMicron Technology, Inc. (NASDAQ:MU)\nNumber of Hedge Fund Holders:\n    115\nMicron Technology, Inc. (NASDAQ:MU) ranks 4th in Peconic Hedge Fund's top 10 stock picks. According to regulatory filings for the first quarter of 2024, Peconic Partners owned 775,000 shares of Micron Technology, Inc. (NASDAQ:MU), worth $91,364,750, representing 4.05% of their portfolio. Micron Technology, Inc. (NASDAQ:MU) is enjoying increased profitability thanks to strong demand for its memory and storage products. Micron Technology, Inc. (NASDAQ:MU) exceeded profit expectations for Q3 2024, with sales surging, and plans to boost capital expenditures to meet this demand.\nFinancial researcher On the Pulse stated that Micron Technology, Inc. (NASDAQ:MU)'s stock is undervalued, trading at less than 13.9 times its earnings, and has the potential for substantial sales growth in 2025.\nClearBridge Value Equity Strategy stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its Q2 2024 investor letter:\n\n“Stock selection in the IT sector proved to be the largest contributor to performance, particularly driven by the strong performance of Micron Technology, Inc. (NASDAQ:MU) The company, which designs, develops, manufactures and sells memory and storage products, continued its strong performance alongside other AI beneficiaries as the anticipated demand for new and additional storage essential for housing and training large language AI models continues to grow.”\n\nOverall MU ranks 4th on our list of Peconic Partners' top 10 stock picks. You can visit 191.50% in 3 Years: Peconic Hedge Fund's Top 10 Stock Picks to see the other stocks that are on hedge funds’ radar. While we recognize MU's potential as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than MU but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.   \nREAD NEXT: Analyst Sees a New $25 Billion “Opportunity” for NVIDIA and Jim Cramer is Recommending These 10 Stocks in June.   \nDisclosure: None. This article is originally published at Insider Monkey.","news_type":1},"isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":332867567485032,"gmtCreate":1722294537109,"gmtModify":1722294540485,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"Fake news. It will only spiral down","listText":"Fake news. It will only spiral down","text":"Fake news. It will only spiral down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/332867567485032","repostId":"2455963666","repostType":2,"isVote":1,"tweetType":1,"viewCount":552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375566188,"gmtCreate":1619363719544,"gmtModify":1704722877936,"author":{"id":"3581643766897530","authorId":"3581643766897530","name":"macindos","avatar":"https://static.tigerbbs.com/f376700fba4e7f0e72ae4acf845d5452","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581643766897530","authorIdStr":"3581643766897530"},"themes":[],"htmlText":"Sharing","listText":"Sharing","text":"Sharing","images":[{"img":"https://static.tigerbbs.com/a2b3e8430c7205a66da63cae8d58ca77","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375566188","isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}