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2025-06-13

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@Barcode:$Apple(AAPL)$ ⚠️ Heavy put flow, RSI scraping the floor, and compression beneath the 200-day moving average. Is Apple about to snap back harder than the market expects? 🍏📉🤖 Apple’s Strategic Silence: Unpacking $AAPL’s Coiled Potential in a Noisy Market 🤖📉🍏 I’ve been diving deep into Apple’s current setup, and what strikes me isn’t the surface-level pressure on the stock, it’s the quiet tension beneath it. The price is hovering at $199.10 as of 12Jun25, 🇳🇿NZST, and while the market’s buzzing with bearish chatter, I see something different: a stock coiling, not crumbling. This isn’t about gut feelings or hype, it’s about the data, the patterns, and the broader forces at play. Let me walk you through what I’m seeing, blending technical precision, mac

06-06

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06-05

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Option Focus | Institutions See Limited Upside in Microsoft, Sell $500/$550 Calls and Shift Toward Premium-Collection Strategies

06-05

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Stocks Just Flashed a Rare Market Signal. Here's What It Could Mean. -- Barrons.com

06-04

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Bill Ackman Sees Investors Repeating a Mistake of 2000: Flocking to the "New New" and Ignoring Quality Names

06-01

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SpaceX's IPO Could Test the Stock Market Rally

05-27

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Micron Surge Shows AI Euphoria Is Entering New Stage -- And That's Dangerous -- Barrons.com

05-26

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7 Small-Cap Stocks More Than Doubled In May: Micron Did Only 46%

05-26

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7 Small-Cap Stocks More Than Doubled In May: Micron Did Only 46%

05-25

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@Tiger_SG:SpaceX IPO | Five Options to Invest, Which Fits You?

Go to Tiger App to see more news

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article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/572199520470032","repostId":"1122938658","repostType":2,"repost":{"id":"1122938658","kind":"news","weMediaInfo":{"introduction":"Go Trading Go","home_visible":1,"media_name":"Trading Random","id":"1081967000","head_image":"https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544"},"pubTimestamp":1780710113,"share":"https://ttm.financial/m/news/1122938658?lang=en_US&edition=fundamental","pubTime":"2026-06-06 09:41","market":"us","language":"en","title":"U.S. Weekly Review｜Nasdaq Marked Its Worst Week Since April As AI And Semiconductor Stocks Face Pressure From Broadcom And Ciena Results, SpaceX IPO Looms","url":"https://stock-news.laohu8.com/highlight/detail?id=1122938658","media":"Trading Random","summary":"The Nasdaq marked its worst week since April—mostly driven by Friday’s selloff as enthusiasm for artificial intelligence and semiconductor stocks cooled following quarterly reports from Broadcom...","content":"<html><head></head><body><p style=\"text-align: left;\">The Nasdaq <span>marked its worst week since April—mostly driven by Friday’s selloff </span>as enthusiasm for artificial intelligence and semiconductor stocks cooled following quarterly reports from <strong>Broadcom</strong> (<strong>AVGO</strong>) and <strong>Ciena</strong> (<strong>CIEN</strong>).<br/><br/><strong>Hewlett Packard Enterprise</strong> (<strong>HPE</strong>) shares surged dramatically after the company reported results that exceeded expectations and raised its outlook.<br/><br/>Cybersecurity stocks <strong>Palo Alto Networks</strong> (<strong>PANW</strong>), <strong>CrowdStrike</strong> (<strong>CRWD</strong>), and <strong>Rubrik</strong> (<strong>RBRK</strong>) pulled back following their earnings announcements, though this came after substantial prior gains.<br/><br/><strong>SpaceX</strong> (<strong>SPCX</strong>) established a price target for its initial public offering, which is anticipated to launch late next week.<br/><br/>Crude oil futures climbed but trimmed their weekly advances.<br/><br/>Treasury yields increased, influenced by rising oil prices and a robust employment report.<br/><br/><strong>Market Performance and Key Index Movements</strong><br/><br/>The Dow Jones led major indices over the past week, reaching new highs.<br/><br/>The S&amp;P 500 declined solidly, while the Nasdaq tumbled, with both indices ending lengthy weekly winning streaks.<br/><br/>The Nasdaq fell below its 21-day line for the first time since the current market rally was confirmed.<br/><br/>AI and semiconductor stocks faced substantial selling pressure during the week, partly in reaction to declines in <strong>Broadcom</strong> (<strong>AVGO</strong>) and <strong>Ciena</strong> (<strong>CIEN</strong>).<br/><br/>Crude oil prices surged but later gave back some of the weekly increase.<br/><br/>Treasury yields jumped, supported by a strong jobs report.<br/><br/><strong>Robust Employment Data</strong><br/><br/>Friday&#39;s employment report came in twice as strong as anticipated, showing the addition of 172,000 jobs.<br/><br/>This strength was sufficient to increase market expectations for a Federal Reserve interest rate hike by the end of the year.<br/><br/>A 43,500 increase in local government payrolls marked the largest gain since 2019, though similar increases were reversed in the following two months that year.<br/><br/>Meanwhile, a surge of 70,000 jobs in leisure and hospitality was likely boosted by hiring ahead of the World Cup.<br/><br/>Upward revisions to March and April data added 93,000 more jobs, resulting in an average monthly gain of 188,000 over the prior three months.<br/><br/>Coupled with a stable 4.3% unemployment rate, the data suggests the Federal Reserve need not worry about labor market weakness and can maintain its focus on inflation.<br/><br/><strong>Broadcom Stock Declines Despite Strong Results</strong><br/><br/>Chip designer and infrastructure software provider <strong>Broadcom</strong> (<strong>AVGO</strong>) slightly exceeded analyst expectations for its fiscal second quarter and provided a positive outlook.<br/><br/>However, the stock fell as investors had hoped for even stronger results.<br/><br/>Broadcom&#39;s Q2 adjusted earnings increased 54% while sales jumped 48% to $22.19 billion.<br/><br/>This marked the company&#39;s fourth consecutive quarter of accelerating revenue growth, with even faster gains projected for the next two quarters.<br/><br/>For the current quarter ending August 2, Broadcom forecast revenue surging 84% to $29.4 billion.<br/><br/><strong>Ciena&#39;s Market Reaction Disappoints</strong><br/><br/><strong>Ciena</strong> (<strong>CIEN</strong>) reported fiscal Q2 earnings that soared 290%, with revenue growing 40% to $1.57 billion, boosted by data center orders.<br/><br/>Both metrics modestly beat expectations.<br/><br/>The manufacturer of optical communications equipment provided a slightly higher revenue outlook for Q3 and the full year.<br/><br/>Ciena stock gapped down on Thursday but managed to hold support at its 50-day moving average.<br/><br/><strong>Hewlett Packard Enterprise Shares Soar</strong><br/><br/><strong>Hewlett Packard Enterprise</strong> (<strong>HPE</strong>) announced fiscal Q2 earnings rose 107%, with sales increasing 40% to $10.7 billion, including results from recently acquired Juniper Networks.<br/><br/>Both figures easily surpassed expectations.<br/><br/>Revenue from cloud and AI, which includes its AI server business, rose 23% to $7.71 billion, exceeding estimates of $6.93 billion.<br/><br/>For the current quarter, HPE provided significantly higher guidance for fiscal Q3 and full-year revenue and also issued guidance for fiscal 2027.<br/><br/>HPE stock spiked to a fresh high, extending its winning streak to 13 consecutive weeks.<br/><br/><strong>SpaceX Details IPO Plans and Valuation</strong><br/><br/>SpaceX presented its case to investors ahead of its expected initial public offering, which is scheduled to price on June 11 and begin trading on the Nasdaq the following day.<br/><br/>The company plans to offer 555.6 million shares at $135 each, aiming to raise $75 billion with an initial valuation of $1.77 trillion.<br/><br/>The spaceship, broadband, and AI company outlined ambitious goals supported by CEO Elon Musk, including establishing a lunar base with manufacturing and energy production capabilities.<br/><br/>It sees a total addressable market potential of up to $28.5 trillion.<br/><br/>The company plans to deploy its reusable Starship next year and launch space-based data centers in 2028.<br/><br/>SpaceX also intends to manufacture its own chips, in collaboration with sister company <strong>Tesla</strong> (<strong>TSLA</strong>).<br/><br/>In 2025, SpaceX generated $18.674 billion in sales, reported an operating loss of $2.589 billion, and had adjusted EBITDA of $6.584 billion.<br/><br/>Elon Musk is restricted from selling shares for one year following the IPO.<br/><br/>The stock will trade under the symbol SPCX.<br/><br/>S&amp;P Dow Jones Indices decided not to alter or waive entry requirements for mega-cap IPOs, meaning SpaceX will not be eligible for inclusion in the S&amp;P 500 for at least 12 months after going public.<br/><br/><strong>Cybersecurity Sector</strong><br/><br/><strong>CrowdStrike Holdings</strong> (<strong>CRWD</strong>) announced a 51% rise in first-quarter earnings, with revenue climbing 26% to $1.39 billion, inclusive of acquisitions. Total annualized recurring revenue grew 24% to $5.51 billion, slightly exceeding expectations. The company provided fiscal second-quarter revenue guidance that was marginally higher and declared a four-for-one stock split. <strong>Palo Alto Networks</strong> (<strong>PANW</strong>) reported flat fiscal third-quarter profit, while revenue increased 31% to $3 billion, which included a $388 million contribution from acquisitions, also slightly beating forecasts. Subscription-based ARR reached $8.1 billion, modestly above estimates. For the quarter ending in July, Palo Alto anticipates revenue of $3.35 billion, including acquisitions, and remaining performance obligations of $20.95 billion, surpassing estimates of $3.28 billion in sales and $20.25 billion in RPO.<br/><br/>Data storage and security software firm <strong>Rubrik</strong> (<strong>RBRK</strong>) reported adjusted first-quarter earnings of 16 cents per share, a turnaround from a 15-cent loss per share a year earlier. Revenue surged 39% to $387.1 million, exceeding analyst predictions of a 3-cent loss on revenue of $366.3 million. Annual recurring revenue rose 32% to $1.57 billion. For the current quarter ending in July, Rubrik forecast revenue of $396 million at the midpoint of its guidance range, topping estimates of $383.5 million.<br/><br/><strong>Nvidia Makes Move into AI PC Arena</strong><br/><br/><strong>Nvidia</strong> (<strong>NVDA</strong>) unveiled an AI-enabled personal computer chip, RTX Spark, at the Computex trade show in Taiwan. PC manufacturers including <strong>Dell</strong> (<strong>DELL</strong>) and <strong>HP</strong> (<strong>HPQ</strong>) will incorporate the new chip into laptop and desktop PCs designed for agentic AI applications starting this autumn. The Nvidia PC chip will compete with processors from established players <strong>AMD</strong> (<strong>AMD</strong>) and <strong>Intel</strong> (<strong>INTC</strong>). In other news from Computex, <strong>Marvell Technology</strong> (<strong>MRVL</strong>) announced the availability of the industry&#39;s first 102.4 terabits-per-second switch silicon designed specifically for AI and cloud data center infrastructure. Marvell&#39;s stock soared to record levels after Nvidia CEO Jensen Huang suggested the company could be the next to reach a $1 trillion market capitalization. Other companies gaining on news from the event included <strong>Arm Holdings</strong> (<strong>ARM</strong>), <strong>Cadence Design Systems</strong> (<strong>CDNS</strong>), and <strong>Navitas Semiconductor</strong> (<strong>NVTS</strong>).<br/><br/><strong>Credo&#39;s Results Fail to Impress</strong><br/><br/><strong>Credo Technology</strong> (<strong>CRDO</strong>) reported fiscal fourth-quarter sales and earnings that exceeded consensus estimates. However, its stock retreated from record highs during a volatile week following forecasts of contracting profit margins. The maker of AI data center connectivity equipment reported a 231% increase in earnings per share, with sales skyrocketing 157% to $437 million. Credo has now posted six consecutive quarters of triple-digit revenue growth, with one more quarter of such growth anticipated.<br/><br/><strong>Pharmaceutical and Biotechnology Developments</strong><br/><br/>The American Society of Clinical Oncology meeting in Chicago last week delivered mixed results for biopharmaceutical and medical technology stocks. Promising names such as <strong>Grail</strong> (<strong>GRAL</strong>) and <strong>Celcuity</strong> (<strong>CELC</strong>) saw sharp declines, while <strong>Legend Biotech</strong> (<strong>LEGN</strong>) shares surged more than 42% in a single day. Grail&#39;s stock tumbled after the company presented mixed results for its cancer-screening blood test, Galleri, while Celcuity plummeted on its breast cancer trial results. Celcuity&#39;s three-drug regimen doubled the likelihood of survival without disease progression, but the duration of this benefit decreased compared to earlier testing. Legend&#39;s stock rocketed after the biotech firm reported that all six lymphoma patients who received its in vivo CAR-T drug responded to the treatment. <strong>Bristol Myers Squibb</strong> (<strong>BMY</strong>), <strong>Pfizer</strong> (<strong>PFE</strong>), and <strong>AstraZeneca</strong> (<strong>AZN</strong>) also reported positive test results in multiple myeloma, colon cancer, and liver cancer, respectively.<br/><br/><strong>Argan Delivers Strong Earnings Beat</strong><br/><br/>The heavy construction firm&#39;s earnings more than doubled, easily surpassing expectations, fueled by ongoing strength in electrification and reshoring trends. Revenue jumped 50% to $291 million, accelerating rapidly from a 2% gain in the August-October quarter and a 13% increase in the prior quarter. Its backlog, however, eased to $2.767 billion. CEO David Watson described the project pipeline as &#34;robust,&#34; citing strong demand for factory onshoring, data center expansion, and broader electrification trends. The company&#39;s shares advanced.<br/><br/><strong>China EV Manufacturers and Tesla Lifted by Export Performance</strong><br/><br/>In May, the highly competitive Chinese electric vehicle market produced mixed results as leading automakers pivoted toward international growth. <strong>BYD</strong> (<strong>BYDDF</strong>), the global EV leader, reported a marginal 0.2% monthly gain with 383,453 vehicles sold, though its overseas sales surged by 80%. Meanwhile, Leapmotor and <strong>Nio</strong> (<strong>NIO</strong>) posted substantial year-over-year delivery increases of 81% and 62.3%, respectively. In contrast, smaller players like <strong>XPeng</strong> (<strong>XPEV</strong>) and <strong>Li Auto</strong> (<strong>LI</strong>) struggled, facing respective declines of 4% and 18.4%.<br/><br/>Amid this intense competition, Tesla&#39;s operations in China showed continued recovery. The Shanghai factory delivered 85,982 cars in May, a 39% increase compared to a year earlier. Year-to-date, Tesla&#39;s China-made vehicle sales are up 29%, supported by exports as domestic sales face some challenges.<br/><br/><strong>Discount Retailers Decline on Mixed Financials</strong><br/><br/><strong>Five Below</strong> (<strong>FIVE</strong>) on Wednesday surpassed estimates with a 158% increase in adjusted earnings on 32.5% revenue growth. Comparable sales spiked 22.7%. Five Below also raised its 2026 earnings and revenue forecasts. However, analysts reduced price targets after management cited consumer concerns, leading to a sharp drop in the stock price. <strong>Ollie&#39;s Bargain Outlet</strong> (<strong>OLLI</strong>) on Wednesday reported a 21% gain in earnings per share, exceeding expectations, but its 14% sales growth fell short. Ollie&#39;s lifted its full-year adjusted earnings outlook but trimmed its sales forecast. OLLI stock fell sharply for the week, hitting two-year lows. <strong>Dollar General</strong> (<strong>DG</strong>) on Tuesday topped earnings expectations but missed on sales growth. The company slightly raised its 2026 earnings guidance. Its shares declined.</p><p style=\"text-align: left;\"><strong>Stock Market News In Brief</strong><br/><br/><strong>Victoria&#39;s Secret</strong> (<strong>VSXY</strong>) announced a 15% increase in first-quarter fiscal sales, reaching $1.56 billion, with comparable sales up 13% and adjusted earnings per share surging to 60 cents from 9 cents. The results significantly exceeded the intimate apparel retailer&#39;s own projections and analyst expectations. The company attributed the strong performance to a greater proportion of sales at regular prices and fewer promotions, which helped offset challenges from tariffs. Victoria&#39;s Secret also upgraded its financial outlook for both the current quarter and the full fiscal year. Following the announcement, the company&#39;s stock price skyrocketed 47% on Tuesday, marking its largest single-day gain ever.<br/><br/><strong>Generac</strong> (<strong>GNRC</strong>) disclosed that it secured an agreement to supply backup power generators to a major hyperscale data center operator. While specific financial details were not released, the company noted that demand from data centers is a primary driver of its growth. The news propelled the stock to a new record high.<br/><br/><strong>Quantinuum</strong> (<strong>QNT</strong>) launched its initial public offering at $60 per share, a price above its anticipated range. The company sold an increased offering of 28 million shares, raising $1.68 billion and achieving an initial market valuation of $15.6 billion. Quantinuum, which remains majority-controlled by its parent company <strong>Honeywell</strong> (<strong>HON</strong>), saw its shares rise as much as 18% on its first trading day before closing with a minimal gain. The stock subsequently fell below its IPO price by Friday. The quantum computing sector continues to see new public listings, though companies within it are still not profitable as they work towards commercializing the technology.<br/><br/><strong>Liftoff Mobile</strong> (<strong>LFTO</strong>), a company seen as a potential competitor to <strong>AppLovin</strong> (<strong>APP</strong>) in the mobile advertising technology market, completed its IPO. It sold 19 million shares at $23 each, exceeding its projected price range of $20 to $22. The stock surged 24% during its market debut on Thursday. For the previous year, Liftoff Mobile reported a net loss of $23.1 million on revenue of $685 million.<br/><br/><strong>Planet Labs</strong> (<strong>PL</strong>) reported a quarterly loss that was smaller than analysts had forecast, while its revenue grew 42% to $94.2 million. The satellite imaging and data analytics firm provided sales guidance for 2027 in the range of $425 million to $441 million. However, it expects its adjusted EBITDA to be between breakeven and a profit of $10 million. Planet Labs also announced a new at-the-market equity offering program to raise up to $1.5 billion. Following these announcements, the company&#39;s stock price declined sharply, falling below its 50-day moving average.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. Weekly Review｜Nasdaq Marked Its Worst Week Since April As AI And Semiconductor Stocks Face Pressure From Broadcom And Ciena Results, SpaceX IPO Looms</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. Weekly Review｜Nasdaq Marked Its Worst Week Since April As AI And Semiconductor Stocks Face Pressure From Broadcom And Ciena Results, SpaceX IPO Looms\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1081967000\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/c47c5e15a11ec5cf40edd30d2c7cf544);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Trading Random </p>\n<p class=\"h-time\">2026-06-06 09:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">The Nasdaq <span>marked its worst week since April—mostly driven by Friday’s selloff </span>as enthusiasm for artificial intelligence and semiconductor stocks cooled following quarterly reports from <strong>Broadcom</strong> (<strong>AVGO</strong>) and <strong>Ciena</strong> (<strong>CIEN</strong>).<br/><br/><strong>Hewlett Packard Enterprise</strong> (<strong>HPE</strong>) shares surged dramatically after the company reported results that exceeded expectations and raised its outlook.<br/><br/>Cybersecurity stocks <strong>Palo Alto Networks</strong> (<strong>PANW</strong>), <strong>CrowdStrike</strong> (<strong>CRWD</strong>), and <strong>Rubrik</strong> (<strong>RBRK</strong>) pulled back following their earnings announcements, though this came after substantial prior gains.<br/><br/><strong>SpaceX</strong> (<strong>SPCX</strong>) established a price target for its initial public offering, which is anticipated to launch late next week.<br/><br/>Crude oil futures climbed but trimmed their weekly advances.<br/><br/>Treasury yields increased, influenced by rising oil prices and a robust employment report.<br/><br/><strong>Market Performance and Key Index Movements</strong><br/><br/>The Dow Jones led major indices over the past week, reaching new highs.<br/><br/>The S&amp;P 500 declined solidly, while the Nasdaq tumbled, with both indices ending lengthy weekly winning streaks.<br/><br/>The Nasdaq fell below its 21-day line for the first time since the current market rally was confirmed.<br/><br/>AI and semiconductor stocks faced substantial selling pressure during the week, partly in reaction to declines in <strong>Broadcom</strong> (<strong>AVGO</strong>) and <strong>Ciena</strong> (<strong>CIEN</strong>).<br/><br/>Crude oil prices surged but later gave back some of the weekly increase.<br/><br/>Treasury yields jumped, supported by a strong jobs report.<br/><br/><strong>Robust Employment Data</strong><br/><br/>Friday&#39;s employment report came in twice as strong as anticipated, showing the addition of 172,000 jobs.<br/><br/>This strength was sufficient to increase market expectations for a Federal Reserve interest rate hike by the end of the year.<br/><br/>A 43,500 increase in local government payrolls marked the largest gain since 2019, though similar increases were reversed in the following two months that year.<br/><br/>Meanwhile, a surge of 70,000 jobs in leisure and hospitality was likely boosted by hiring ahead of the World Cup.<br/><br/>Upward revisions to March and April data added 93,000 more jobs, resulting in an average monthly gain of 188,000 over the prior three months.<br/><br/>Coupled with a stable 4.3% unemployment rate, the data suggests the Federal Reserve need not worry about labor market weakness and can maintain its focus on inflation.<br/><br/><strong>Broadcom Stock Declines Despite Strong Results</strong><br/><br/>Chip designer and infrastructure software provider <strong>Broadcom</strong> (<strong>AVGO</strong>) slightly exceeded analyst expectations for its fiscal second quarter and provided a positive outlook.<br/><br/>However, the stock fell as investors had hoped for even stronger results.<br/><br/>Broadcom&#39;s Q2 adjusted earnings increased 54% while sales jumped 48% to $22.19 billion.<br/><br/>This marked the company&#39;s fourth consecutive quarter of accelerating revenue growth, with even faster gains projected for the next two quarters.<br/><br/>For the current quarter ending August 2, Broadcom forecast revenue surging 84% to $29.4 billion.<br/><br/><strong>Ciena&#39;s Market Reaction Disappoints</strong><br/><br/><strong>Ciena</strong> (<strong>CIEN</strong>) reported fiscal Q2 earnings that soared 290%, with revenue growing 40% to $1.57 billion, boosted by data center orders.<br/><br/>Both metrics modestly beat expectations.<br/><br/>The manufacturer of optical communications equipment provided a slightly higher revenue outlook for Q3 and the full year.<br/><br/>Ciena stock gapped down on Thursday but managed to hold support at its 50-day moving average.<br/><br/><strong>Hewlett Packard Enterprise Shares Soar</strong><br/><br/><strong>Hewlett Packard Enterprise</strong> (<strong>HPE</strong>) announced fiscal Q2 earnings rose 107%, with sales increasing 40% to $10.7 billion, including results from recently acquired Juniper Networks.<br/><br/>Both figures easily surpassed expectations.<br/><br/>Revenue from cloud and AI, which includes its AI server business, rose 23% to $7.71 billion, exceeding estimates of $6.93 billion.<br/><br/>For the current quarter, HPE provided significantly higher guidance for fiscal Q3 and full-year revenue and also issued guidance for fiscal 2027.<br/><br/>HPE stock spiked to a fresh high, extending its winning streak to 13 consecutive weeks.<br/><br/><strong>SpaceX Details IPO Plans and Valuation</strong><br/><br/>SpaceX presented its case to investors ahead of its expected initial public offering, which is scheduled to price on June 11 and begin trading on the Nasdaq the following day.<br/><br/>The company plans to offer 555.6 million shares at $135 each, aiming to raise $75 billion with an initial valuation of $1.77 trillion.<br/><br/>The spaceship, broadband, and AI company outlined ambitious goals supported by CEO Elon Musk, including establishing a lunar base with manufacturing and energy production capabilities.<br/><br/>It sees a total addressable market potential of up to $28.5 trillion.<br/><br/>The company plans to deploy its reusable Starship next year and launch space-based data centers in 2028.<br/><br/>SpaceX also intends to manufacture its own chips, in collaboration with sister company <strong>Tesla</strong> (<strong>TSLA</strong>).<br/><br/>In 2025, SpaceX generated $18.674 billion in sales, reported an operating loss of $2.589 billion, and had adjusted EBITDA of $6.584 billion.<br/><br/>Elon Musk is restricted from selling shares for one year following the IPO.<br/><br/>The stock will trade under the symbol SPCX.<br/><br/>S&amp;P Dow Jones Indices decided not to alter or waive entry requirements for mega-cap IPOs, meaning SpaceX will not be eligible for inclusion in the S&amp;P 500 for at least 12 months after going public.<br/><br/><strong>Cybersecurity Sector</strong><br/><br/><strong>CrowdStrike Holdings</strong> (<strong>CRWD</strong>) announced a 51% rise in first-quarter earnings, with revenue climbing 26% to $1.39 billion, inclusive of acquisitions. Total annualized recurring revenue grew 24% to $5.51 billion, slightly exceeding expectations. The company provided fiscal second-quarter revenue guidance that was marginally higher and declared a four-for-one stock split. <strong>Palo Alto Networks</strong> (<strong>PANW</strong>) reported flat fiscal third-quarter profit, while revenue increased 31% to $3 billion, which included a $388 million contribution from acquisitions, also slightly beating forecasts. Subscription-based ARR reached $8.1 billion, modestly above estimates. For the quarter ending in July, Palo Alto anticipates revenue of $3.35 billion, including acquisitions, and remaining performance obligations of $20.95 billion, surpassing estimates of $3.28 billion in sales and $20.25 billion in RPO.<br/><br/>Data storage and security software firm <strong>Rubrik</strong> (<strong>RBRK</strong>) reported adjusted first-quarter earnings of 16 cents per share, a turnaround from a 15-cent loss per share a year earlier. Revenue surged 39% to $387.1 million, exceeding analyst predictions of a 3-cent loss on revenue of $366.3 million. Annual recurring revenue rose 32% to $1.57 billion. For the current quarter ending in July, Rubrik forecast revenue of $396 million at the midpoint of its guidance range, topping estimates of $383.5 million.<br/><br/><strong>Nvidia Makes Move into AI PC Arena</strong><br/><br/><strong>Nvidia</strong> (<strong>NVDA</strong>) unveiled an AI-enabled personal computer chip, RTX Spark, at the Computex trade show in Taiwan. PC manufacturers including <strong>Dell</strong> (<strong>DELL</strong>) and <strong>HP</strong> (<strong>HPQ</strong>) will incorporate the new chip into laptop and desktop PCs designed for agentic AI applications starting this autumn. The Nvidia PC chip will compete with processors from established players <strong>AMD</strong> (<strong>AMD</strong>) and <strong>Intel</strong> (<strong>INTC</strong>). In other news from Computex, <strong>Marvell Technology</strong> (<strong>MRVL</strong>) announced the availability of the industry&#39;s first 102.4 terabits-per-second switch silicon designed specifically for AI and cloud data center infrastructure. Marvell&#39;s stock soared to record levels after Nvidia CEO Jensen Huang suggested the company could be the next to reach a $1 trillion market capitalization. Other companies gaining on news from the event included <strong>Arm Holdings</strong> (<strong>ARM</strong>), <strong>Cadence Design Systems</strong> (<strong>CDNS</strong>), and <strong>Navitas Semiconductor</strong> (<strong>NVTS</strong>).<br/><br/><strong>Credo&#39;s Results Fail to Impress</strong><br/><br/><strong>Credo Technology</strong> (<strong>CRDO</strong>) reported fiscal fourth-quarter sales and earnings that exceeded consensus estimates. However, its stock retreated from record highs during a volatile week following forecasts of contracting profit margins. The maker of AI data center connectivity equipment reported a 231% increase in earnings per share, with sales skyrocketing 157% to $437 million. Credo has now posted six consecutive quarters of triple-digit revenue growth, with one more quarter of such growth anticipated.<br/><br/><strong>Pharmaceutical and Biotechnology Developments</strong><br/><br/>The American Society of Clinical Oncology meeting in Chicago last week delivered mixed results for biopharmaceutical and medical technology stocks. Promising names such as <strong>Grail</strong> (<strong>GRAL</strong>) and <strong>Celcuity</strong> (<strong>CELC</strong>) saw sharp declines, while <strong>Legend Biotech</strong> (<strong>LEGN</strong>) shares surged more than 42% in a single day. Grail&#39;s stock tumbled after the company presented mixed results for its cancer-screening blood test, Galleri, while Celcuity plummeted on its breast cancer trial results. Celcuity&#39;s three-drug regimen doubled the likelihood of survival without disease progression, but the duration of this benefit decreased compared to earlier testing. Legend&#39;s stock rocketed after the biotech firm reported that all six lymphoma patients who received its in vivo CAR-T drug responded to the treatment. <strong>Bristol Myers Squibb</strong> (<strong>BMY</strong>), <strong>Pfizer</strong> (<strong>PFE</strong>), and <strong>AstraZeneca</strong> (<strong>AZN</strong>) also reported positive test results in multiple myeloma, colon cancer, and liver cancer, respectively.<br/><br/><strong>Argan Delivers Strong Earnings Beat</strong><br/><br/>The heavy construction firm&#39;s earnings more than doubled, easily surpassing expectations, fueled by ongoing strength in electrification and reshoring trends. Revenue jumped 50% to $291 million, accelerating rapidly from a 2% gain in the August-October quarter and a 13% increase in the prior quarter. Its backlog, however, eased to $2.767 billion. CEO David Watson described the project pipeline as &#34;robust,&#34; citing strong demand for factory onshoring, data center expansion, and broader electrification trends. The company&#39;s shares advanced.<br/><br/><strong>China EV Manufacturers and Tesla Lifted by Export Performance</strong><br/><br/>In May, the highly competitive Chinese electric vehicle market produced mixed results as leading automakers pivoted toward international growth. <strong>BYD</strong> (<strong>BYDDF</strong>), the global EV leader, reported a marginal 0.2% monthly gain with 383,453 vehicles sold, though its overseas sales surged by 80%. Meanwhile, Leapmotor and <strong>Nio</strong> (<strong>NIO</strong>) posted substantial year-over-year delivery increases of 81% and 62.3%, respectively. In contrast, smaller players like <strong>XPeng</strong> (<strong>XPEV</strong>) and <strong>Li Auto</strong> (<strong>LI</strong>) struggled, facing respective declines of 4% and 18.4%.<br/><br/>Amid this intense competition, Tesla&#39;s operations in China showed continued recovery. The Shanghai factory delivered 85,982 cars in May, a 39% increase compared to a year earlier. Year-to-date, Tesla&#39;s China-made vehicle sales are up 29%, supported by exports as domestic sales face some challenges.<br/><br/><strong>Discount Retailers Decline on Mixed Financials</strong><br/><br/><strong>Five Below</strong> (<strong>FIVE</strong>) on Wednesday surpassed estimates with a 158% increase in adjusted earnings on 32.5% revenue growth. Comparable sales spiked 22.7%. Five Below also raised its 2026 earnings and revenue forecasts. However, analysts reduced price targets after management cited consumer concerns, leading to a sharp drop in the stock price. <strong>Ollie&#39;s Bargain Outlet</strong> (<strong>OLLI</strong>) on Wednesday reported a 21% gain in earnings per share, exceeding expectations, but its 14% sales growth fell short. Ollie&#39;s lifted its full-year adjusted earnings outlook but trimmed its sales forecast. OLLI stock fell sharply for the week, hitting two-year lows. <strong>Dollar General</strong> (<strong>DG</strong>) on Tuesday topped earnings expectations but missed on sales growth. The company slightly raised its 2026 earnings guidance. Its shares declined.</p><p style=\"text-align: left;\"><strong>Stock Market News In Brief</strong><br/><br/><strong>Victoria&#39;s Secret</strong> (<strong>VSXY</strong>) announced a 15% increase in first-quarter fiscal sales, reaching $1.56 billion, with comparable sales up 13% and adjusted earnings per share surging to 60 cents from 9 cents. The results significantly exceeded the intimate apparel retailer&#39;s own projections and analyst expectations. The company attributed the strong performance to a greater proportion of sales at regular prices and fewer promotions, which helped offset challenges from tariffs. Victoria&#39;s Secret also upgraded its financial outlook for both the current quarter and the full fiscal year. Following the announcement, the company&#39;s stock price skyrocketed 47% on Tuesday, marking its largest single-day gain ever.<br/><br/><strong>Generac</strong> (<strong>GNRC</strong>) disclosed that it secured an agreement to supply backup power generators to a major hyperscale data center operator. While specific financial details were not released, the company noted that demand from data centers is a primary driver of its growth. The news propelled the stock to a new record high.<br/><br/><strong>Quantinuum</strong> (<strong>QNT</strong>) launched its initial public offering at $60 per share, a price above its anticipated range. The company sold an increased offering of 28 million shares, raising $1.68 billion and achieving an initial market valuation of $15.6 billion. Quantinuum, which remains majority-controlled by its parent company <strong>Honeywell</strong> (<strong>HON</strong>), saw its shares rise as much as 18% on its first trading day before closing with a minimal gain. The stock subsequently fell below its IPO price by Friday. The quantum computing sector continues to see new public listings, though companies within it are still not profitable as they work towards commercializing the technology.<br/><br/><strong>Liftoff Mobile</strong> (<strong>LFTO</strong>), a company seen as a potential competitor to <strong>AppLovin</strong> (<strong>APP</strong>) in the mobile advertising technology market, completed its IPO. It sold 19 million shares at $23 each, exceeding its projected price range of $20 to $22. The stock surged 24% during its market debut on Thursday. For the previous year, Liftoff Mobile reported a net loss of $23.1 million on revenue of $685 million.<br/><br/><strong>Planet Labs</strong> (<strong>PL</strong>) reported a quarterly loss that was smaller than analysts had forecast, while its revenue grew 42% to $94.2 million. The satellite imaging and data analytics firm provided sales guidance for 2027 in the range of $425 million to $441 million. However, it expects its adjusted EBITDA to be between breakeven and a profit of $10 million. Planet Labs also announced a new at-the-market equity offering program to raise up to $1.5 billion. Following these announcements, the company&#39;s stock price declined sharply, falling below its 50-day moving average.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDG":"2倍做多NVDA ETF- Leverage Shares","AVGU":"2倍做多AVGO ETF-GraniteShares","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDQ":"2倍做空NVDA ETF-T-Rex","AVGW":"Roundhill AVGO WeeklyPay ETF","NVDS":"1.5倍做空NVDA ETF-Tradr","AVGX":"2倍做多AVGO ETF-Defiance","NVDU":"2倍做多NVDA ETF-Direxion","07388":"XI二南英伟","CRDU":"Tradr 2X Long CRDO Daily ETF","NVDW":"NVDA周配息ETF-Roundhill","AVGO":"博通","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDX":"2倍做多NVDA ETF-T-Rex","DLLL":"2倍做多DELL ETF-GraniteShares","NVYY":"GraniteShares YieldBOOST NVDA ETF","07788":"南方两倍做多英伟达","NVDY":"NVDA期权收益策略ETF-YieldMax","AVL":"2倍做多AVGO ETF-Direxion","NVD":"2倍做空NVDA ETF-GraniteShares","DELL":"戴尔","NVII":"Rex NVDA Growth & Income ETF","NVDA":"英伟达","NVDB":"ProShares Ultra NVDA ETF","CRDO":"Credo Technology Group Holding Ltd","AVS":"1倍做空AVGO ETF-Direxion","AVGG":"2倍做多AVGO ETF-Leverage Shares","NVDD":"1倍做空NVDA ETF-Direxion","ANV":"GraniteShares Autocallable NVDA ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122938658","content_text":"The Nasdaq marked its worst week since April—mostly driven by Friday’s selloff as enthusiasm for artificial intelligence and semiconductor stocks cooled following quarterly reports from Broadcom (AVGO) and Ciena (CIEN).Hewlett Packard Enterprise (HPE) shares surged dramatically after the company reported results that exceeded expectations and raised its outlook.Cybersecurity stocks Palo Alto Networks (PANW), CrowdStrike (CRWD), and Rubrik (RBRK) pulled back following their earnings announcements, though this came after substantial prior gains.SpaceX (SPCX) established a price target for its initial public offering, which is anticipated to launch late next week.Crude oil futures climbed but trimmed their weekly advances.Treasury yields increased, influenced by rising oil prices and a robust employment report.Market Performance and Key Index MovementsThe Dow Jones led major indices over the past week, reaching new highs.The S&P 500 declined solidly, while the Nasdaq tumbled, with both indices ending lengthy weekly winning streaks.The Nasdaq fell below its 21-day line for the first time since the current market rally was confirmed.AI and semiconductor stocks faced substantial selling pressure during the week, partly in reaction to declines in Broadcom (AVGO) and Ciena (CIEN).Crude oil prices surged but later gave back some of the weekly increase.Treasury yields jumped, supported by a strong jobs report.Robust Employment DataFriday's employment report came in twice as strong as anticipated, showing the addition of 172,000 jobs.This strength was sufficient to increase market expectations for a Federal Reserve interest rate hike by the end of the year.A 43,500 increase in local government payrolls marked the largest gain since 2019, though similar increases were reversed in the following two months that year.Meanwhile, a surge of 70,000 jobs in leisure and hospitality was likely boosted by hiring ahead of the World Cup.Upward revisions to March and April data added 93,000 more jobs, resulting in an average monthly gain of 188,000 over the prior three months.Coupled with a stable 4.3% unemployment rate, the data suggests the Federal Reserve need not worry about labor market weakness and can maintain its focus on inflation.Broadcom Stock Declines Despite Strong ResultsChip designer and infrastructure software provider Broadcom (AVGO) slightly exceeded analyst expectations for its fiscal second quarter and provided a positive outlook.However, the stock fell as investors had hoped for even stronger results.Broadcom's Q2 adjusted earnings increased 54% while sales jumped 48% to $22.19 billion.This marked the company's fourth consecutive quarter of accelerating revenue growth, with even faster gains projected for the next two quarters.For the current quarter ending August 2, Broadcom forecast revenue surging 84% to $29.4 billion.Ciena's Market Reaction DisappointsCiena (CIEN) reported fiscal Q2 earnings that soared 290%, with revenue growing 40% to $1.57 billion, boosted by data center orders.Both metrics modestly beat expectations.The manufacturer of optical communications equipment provided a slightly higher revenue outlook for Q3 and the full year.Ciena stock gapped down on Thursday but managed to hold support at its 50-day moving average.Hewlett Packard Enterprise Shares SoarHewlett Packard Enterprise (HPE) announced fiscal Q2 earnings rose 107%, with sales increasing 40% to $10.7 billion, including results from recently acquired Juniper Networks.Both figures easily surpassed expectations.Revenue from cloud and AI, which includes its AI server business, rose 23% to $7.71 billion, exceeding estimates of $6.93 billion.For the current quarter, HPE provided significantly higher guidance for fiscal Q3 and full-year revenue and also issued guidance for fiscal 2027.HPE stock spiked to a fresh high, extending its winning streak to 13 consecutive weeks.SpaceX Details IPO Plans and ValuationSpaceX presented its case to investors ahead of its expected initial public offering, which is scheduled to price on June 11 and begin trading on the Nasdaq the following day.The company plans to offer 555.6 million shares at $135 each, aiming to raise $75 billion with an initial valuation of $1.77 trillion.The spaceship, broadband, and AI company outlined ambitious goals supported by CEO Elon Musk, including establishing a lunar base with manufacturing and energy production capabilities.It sees a total addressable market potential of up to $28.5 trillion.The company plans to deploy its reusable Starship next year and launch space-based data centers in 2028.SpaceX also intends to manufacture its own chips, in collaboration with sister company Tesla (TSLA).In 2025, SpaceX generated $18.674 billion in sales, reported an operating loss of $2.589 billion, and had adjusted EBITDA of $6.584 billion.Elon Musk is restricted from selling shares for one year following the IPO.The stock will trade under the symbol SPCX.S&P Dow Jones Indices decided not to alter or waive entry requirements for mega-cap IPOs, meaning SpaceX will not be eligible for inclusion in the S&P 500 for at least 12 months after going public.Cybersecurity SectorCrowdStrike Holdings (CRWD) announced a 51% rise in first-quarter earnings, with revenue climbing 26% to $1.39 billion, inclusive of acquisitions. Total annualized recurring revenue grew 24% to $5.51 billion, slightly exceeding expectations. The company provided fiscal second-quarter revenue guidance that was marginally higher and declared a four-for-one stock split. Palo Alto Networks (PANW) reported flat fiscal third-quarter profit, while revenue increased 31% to $3 billion, which included a $388 million contribution from acquisitions, also slightly beating forecasts. Subscription-based ARR reached $8.1 billion, modestly above estimates. For the quarter ending in July, Palo Alto anticipates revenue of $3.35 billion, including acquisitions, and remaining performance obligations of $20.95 billion, surpassing estimates of $3.28 billion in sales and $20.25 billion in RPO.Data storage and security software firm Rubrik (RBRK) reported adjusted first-quarter earnings of 16 cents per share, a turnaround from a 15-cent loss per share a year earlier. Revenue surged 39% to $387.1 million, exceeding analyst predictions of a 3-cent loss on revenue of $366.3 million. Annual recurring revenue rose 32% to $1.57 billion. For the current quarter ending in July, Rubrik forecast revenue of $396 million at the midpoint of its guidance range, topping estimates of $383.5 million.Nvidia Makes Move into AI PC ArenaNvidia (NVDA) unveiled an AI-enabled personal computer chip, RTX Spark, at the Computex trade show in Taiwan. PC manufacturers including Dell (DELL) and HP (HPQ) will incorporate the new chip into laptop and desktop PCs designed for agentic AI applications starting this autumn. The Nvidia PC chip will compete with processors from established players AMD (AMD) and Intel (INTC). In other news from Computex, Marvell Technology (MRVL) announced the availability of the industry's first 102.4 terabits-per-second switch silicon designed specifically for AI and cloud data center infrastructure. Marvell's stock soared to record levels after Nvidia CEO Jensen Huang suggested the company could be the next to reach a $1 trillion market capitalization. Other companies gaining on news from the event included Arm Holdings (ARM), Cadence Design Systems (CDNS), and Navitas Semiconductor (NVTS).Credo's Results Fail to ImpressCredo Technology (CRDO) reported fiscal fourth-quarter sales and earnings that exceeded consensus estimates. However, its stock retreated from record highs during a volatile week following forecasts of contracting profit margins. The maker of AI data center connectivity equipment reported a 231% increase in earnings per share, with sales skyrocketing 157% to $437 million. Credo has now posted six consecutive quarters of triple-digit revenue growth, with one more quarter of such growth anticipated.Pharmaceutical and Biotechnology DevelopmentsThe American Society of Clinical Oncology meeting in Chicago last week delivered mixed results for biopharmaceutical and medical technology stocks. Promising names such as Grail (GRAL) and Celcuity (CELC) saw sharp declines, while Legend Biotech (LEGN) shares surged more than 42% in a single day. Grail's stock tumbled after the company presented mixed results for its cancer-screening blood test, Galleri, while Celcuity plummeted on its breast cancer trial results. Celcuity's three-drug regimen doubled the likelihood of survival without disease progression, but the duration of this benefit decreased compared to earlier testing. Legend's stock rocketed after the biotech firm reported that all six lymphoma patients who received its in vivo CAR-T drug responded to the treatment. Bristol Myers Squibb (BMY), Pfizer (PFE), and AstraZeneca (AZN) also reported positive test results in multiple myeloma, colon cancer, and liver cancer, respectively.Argan Delivers Strong Earnings BeatThe heavy construction firm's earnings more than doubled, easily surpassing expectations, fueled by ongoing strength in electrification and reshoring trends. Revenue jumped 50% to $291 million, accelerating rapidly from a 2% gain in the August-October quarter and a 13% increase in the prior quarter. Its backlog, however, eased to $2.767 billion. CEO David Watson described the project pipeline as \"robust,\" citing strong demand for factory onshoring, data center expansion, and broader electrification trends. The company's shares advanced.China EV Manufacturers and Tesla Lifted by Export PerformanceIn May, the highly competitive Chinese electric vehicle market produced mixed results as leading automakers pivoted toward international growth. BYD (BYDDF), the global EV leader, reported a marginal 0.2% monthly gain with 383,453 vehicles sold, though its overseas sales surged by 80%. Meanwhile, Leapmotor and Nio (NIO) posted substantial year-over-year delivery increases of 81% and 62.3%, respectively. In contrast, smaller players like XPeng (XPEV) and Li Auto (LI) struggled, facing respective declines of 4% and 18.4%.Amid this intense competition, Tesla's operations in China showed continued recovery. The Shanghai factory delivered 85,982 cars in May, a 39% increase compared to a year earlier. Year-to-date, Tesla's China-made vehicle sales are up 29%, supported by exports as domestic sales face some challenges.Discount Retailers Decline on Mixed FinancialsFive Below (FIVE) on Wednesday surpassed estimates with a 158% increase in adjusted earnings on 32.5% revenue growth. Comparable sales spiked 22.7%. Five Below also raised its 2026 earnings and revenue forecasts. However, analysts reduced price targets after management cited consumer concerns, leading to a sharp drop in the stock price. Ollie's Bargain Outlet (OLLI) on Wednesday reported a 21% gain in earnings per share, exceeding expectations, but its 14% sales growth fell short. Ollie's lifted its full-year adjusted earnings outlook but trimmed its sales forecast. OLLI stock fell sharply for the week, hitting two-year lows. Dollar General (DG) on Tuesday topped earnings expectations but missed on sales growth. The company slightly raised its 2026 earnings guidance. Its shares declined.Stock Market News In BriefVictoria's Secret (VSXY) announced a 15% increase in first-quarter fiscal sales, reaching $1.56 billion, with comparable sales up 13% and adjusted earnings per share surging to 60 cents from 9 cents. The results significantly exceeded the intimate apparel retailer's own projections and analyst expectations. The company attributed the strong performance to a greater proportion of sales at regular prices and fewer promotions, which helped offset challenges from tariffs. Victoria's Secret also upgraded its financial outlook for both the current quarter and the full fiscal year. Following the announcement, the company's stock price skyrocketed 47% on Tuesday, marking its largest single-day gain ever.Generac (GNRC) disclosed that it secured an agreement to supply backup power generators to a major hyperscale data center operator. While specific financial details were not released, the company noted that demand from data centers is a primary driver of its growth. The news propelled the stock to a new record high.Quantinuum (QNT) launched its initial public offering at $60 per share, a price above its anticipated range. The company sold an increased offering of 28 million shares, raising $1.68 billion and achieving an initial market valuation of $15.6 billion. Quantinuum, which remains majority-controlled by its parent company Honeywell (HON), saw its shares rise as much as 18% on its first trading day before closing with a minimal gain. The stock subsequently fell below its IPO price by Friday. The quantum computing sector continues to see new public listings, though companies within it are still not profitable as they work towards commercializing the technology.Liftoff Mobile (LFTO), a company seen as a potential competitor to AppLovin (APP) in the mobile advertising technology market, completed its IPO. It sold 19 million shares at $23 each, exceeding its projected price range of $20 to $22. The stock surged 24% during its market debut on Thursday. For the previous year, Liftoff Mobile reported a net loss of $23.1 million on revenue of $685 million.Planet Labs (PL) reported a quarterly loss that was smaller than analysts had forecast, while its revenue grew 42% to $94.2 million. The satellite imaging and data analytics firm provided sales guidance for 2027 in the range of $425 million to $441 million. However, it expects its adjusted EBITDA to be between breakeven and a profit of $10 million. Planet Labs also announced a new at-the-market equity offering program to raise up to $1.5 billion. Following these announcements, the company's stock price declined sharply, falling below its 50-day moving average.","news_type":1,"symbols_score_info":{"AVGO":2,"AVGU":0.6,"AVGW":0.6,"AVGX":0.6,"AVGG":0.6,"CRDO":2,"NVDO":0.6,"NVDQ":0.6,"07788":0.6,"NVDU":0.6,"AVL":0.6,"NVD":0.6,"NVDA":2,"NVDG":0.6,"NVDX":0.6,"AVS":0.6,"NVII":0.6,"NVDL":0.6,"CRDU":0.6,"NVDD":0.6,"ANV":0.6,"NVDY":0.6,"NVDW":0.6,"DELL":2,"NVDS":0.6,"07388":0.6,"DIPS":0.6,"DLLL":0.6,"NVYY":0.6,"NVDB":0.6}},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":571938602206448,"gmtCreate":1780655932364,"gmtModify":1780655934052,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/571938602206448","repostId":"1101037150","repostType":2,"repost":{"id":"1101037150","kind":"news","weMediaInfo":{"introduction":"Magic option strategies for extra income.","home_visible":1,"media_name":"Option Witch","id":"1016323842","head_image":"https://community-static.tradeup.com/news/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1780646927,"share":"https://ttm.financial/m/news/1101037150?lang=en_US&edition=fundamental","pubTime":"2026-06-05 16:08","market":"us","language":"en","title":"Option Focus | Institutions See Limited Upside in Microsoft, Sell $500/$550 Calls and Shift Toward Premium-Collection Strategies","url":"https://stock-news.laohu8.com/highlight/detail?id=1101037150","media":"Option Witch","summary":"Microsoft shares closed at $428.05 on Thursday, up 0.17%. With the stock continuing to consolidate near record highs, unusual activity has emerged in the options market. A notable transaction...","content":"<html><head></head><body><p style=\"text-align: left;\">Microsoft shares closed at $428.05 on Thursday, up 0.17%. With the stock continuing to consolidate near record highs, unusual activity has emerged in the options market. A notable transaction involving the sale of March 2027 $540 call options generated more than $3.55 million in premium, drawing market attention. Combined with other recent options flows, the data suggest that institutional investors may be shifting toward premium-collection strategies rather than positioning for substantial upside.</p><h2 style=\"text-align: left;\">Options Metrics</h2><p style=\"text-align: left;\">As of June 5, 2026, Microsoft&#39;s implied volatility (IV) stood at 27.59%, with an IV percentile of 57.77%.</p><p style=\"text-align: left;\">This places volatility within the broadly neutral 30%-70% range, indicating that options are neither meaningfully overvalued nor undervalued. Such conditions generally provide a balanced environment for implementing options strategies.</p><p style=\"text-align: left;\">Meanwhile, the day&#39;s call-to-put volume ratio reached 3.30, highlighting significantly stronger trading activity in call options relative to puts. However, a closer look at block trades suggests that the elevated call volume may be driven less by outright bullish positioning and more by investors selling call options to harvest premium income.</p><h2 style=\"text-align: left;\">Block Trade Activity</h2><p style=\"text-align: left;\">Large options transactions over the past one to two trading sessions provide further insight into institutional positioning.</p><p style=\"text-align: left;\">The most notable trade was the sale of 1,750 contracts of the March 19, 2027 $540 out-of-the-money call option, generating approximately $3.55 million in premium.</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MSFT 20270319 540.0 CALL\" data-mention-name=\"MSFT\" href=\"https://ttm.financial/OPT/MSFT%2020270319%20540.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MSFT 20270319 540.0 CALL$</a></strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d2e39203b8353d143eeb9ed1905dfc0b\" data-align=\"center\" tg-width=\"1169\" tg-height=\"468\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">The sizeable sale of long-dated out-of-the-money calls is typically interpreted as either a cautious view on Microsoft&#39;s longer-term upside potential or part of a covered-call strategy designed to monetize option premium.</p><p style=\"text-align: left;\">Additional selling activity was also concentrated in shorter-dated out-of-the-money calls. For example, investors sold 2,177 contracts of the August 21, 2026 $500 call option, collecting roughly $1.96 million in premium.</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MSFT 20260821 500.0 CALL\" data-mention-name=\"MSFT\" href=\"https://ttm.financial/OPT/MSFT%2020260821%20500.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MSFT 20260821 500.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ba672a84af26b70f075d56b145761f87\" data-align=\"center\" tg-width=\"1169\" tg-height=\"498\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">Although there were also bullish transactions, including the purchase of 2,859 contracts of the July 17, 2026 $500 call option worth approximately $776,700, aggregate call-selling activity significantly outweighed call buying. Total premium generated from call sales approached $5.5 million, far exceeding the value and volume of bullish call purchases.</p><p style=\"text-align: left;\">Taken together, the flow suggests institutional investors remain broadly neutral to moderately bearish on the stock&#39;s near-term upside prospects, with a preference for generating income through the sale of out-of-the-money options and capturing time-decay premiums.</p><h2 style=\"text-align: left;\">Strategy Takeaways</h2><p style=\"text-align: left;\">For investors who share the institutional view that Microsoft&#39;s upside may be limited while volatility remains relatively neutral, selling deep out-of-the-money call options with low delta exposure (for example, below 0.30) may offer an opportunity to collect premium income.</p><p style=\"text-align: left;\">For those seeking a more conservative approach and looking to avoid unlimited risk exposure or substantial margin requirements, a call credit spread—such as a bear call spread—may provide a more risk-defined alternative while still benefiting from time decay and limited upside expectations.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Option Focus | Institutions See Limited Upside in Microsoft, Sell $500/$550 Calls and Shift Toward Premium-Collection Strategies</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\">\nOption Focus | Institutions See Limited Upside in Microsoft, Sell $500/$550 Calls and Shift Toward Premium-Collection Strategies\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1016323842\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Option Witch </p>\n<p class=\"h-time\">2026-06-05 16:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Microsoft shares closed at $428.05 on Thursday, up 0.17%. With the stock continuing to consolidate near record highs, unusual activity has emerged in the options market. A notable transaction involving the sale of March 2027 $540 call options generated more than $3.55 million in premium, drawing market attention. Combined with other recent options flows, the data suggest that institutional investors may be shifting toward premium-collection strategies rather than positioning for substantial upside.</p><h2 style=\"text-align: left;\">Options Metrics</h2><p style=\"text-align: left;\">As of June 5, 2026, Microsoft&#39;s implied volatility (IV) stood at 27.59%, with an IV percentile of 57.77%.</p><p style=\"text-align: left;\">This places volatility within the broadly neutral 30%-70% range, indicating that options are neither meaningfully overvalued nor undervalued. Such conditions generally provide a balanced environment for implementing options strategies.</p><p style=\"text-align: left;\">Meanwhile, the day&#39;s call-to-put volume ratio reached 3.30, highlighting significantly stronger trading activity in call options relative to puts. However, a closer look at block trades suggests that the elevated call volume may be driven less by outright bullish positioning and more by investors selling call options to harvest premium income.</p><h2 style=\"text-align: left;\">Block Trade Activity</h2><p style=\"text-align: left;\">Large options transactions over the past one to two trading sessions provide further insight into institutional positioning.</p><p style=\"text-align: left;\">The most notable trade was the sale of 1,750 contracts of the March 19, 2027 $540 out-of-the-money call option, generating approximately $3.55 million in premium.</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MSFT 20270319 540.0 CALL\" data-mention-name=\"MSFT\" href=\"https://ttm.financial/OPT/MSFT%2020270319%20540.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MSFT 20270319 540.0 CALL$</a></strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d2e39203b8353d143eeb9ed1905dfc0b\" data-align=\"center\" tg-width=\"1169\" tg-height=\"468\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">The sizeable sale of long-dated out-of-the-money calls is typically interpreted as either a cautious view on Microsoft&#39;s longer-term upside potential or part of a covered-call strategy designed to monetize option premium.</p><p style=\"text-align: left;\">Additional selling activity was also concentrated in shorter-dated out-of-the-money calls. For example, investors sold 2,177 contracts of the August 21, 2026 $500 call option, collecting roughly $1.96 million in premium.</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MSFT 20260821 500.0 CALL\" data-mention-name=\"MSFT\" href=\"https://ttm.financial/OPT/MSFT%2020260821%20500.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MSFT 20260821 500.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ba672a84af26b70f075d56b145761f87\" data-align=\"center\" tg-width=\"1169\" tg-height=\"498\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">Although there were also bullish transactions, including the purchase of 2,859 contracts of the July 17, 2026 $500 call option worth approximately $776,700, aggregate call-selling activity significantly outweighed call buying. Total premium generated from call sales approached $5.5 million, far exceeding the value and volume of bullish call purchases.</p><p style=\"text-align: left;\">Taken together, the flow suggests institutional investors remain broadly neutral to moderately bearish on the stock&#39;s near-term upside prospects, with a preference for generating income through the sale of out-of-the-money options and capturing time-decay premiums.</p><h2 style=\"text-align: left;\">Strategy Takeaways</h2><p style=\"text-align: left;\">For investors who share the institutional view that Microsoft&#39;s upside may be limited while volatility remains relatively neutral, selling deep out-of-the-money call options with low delta exposure (for example, below 0.30) may offer an opportunity to collect premium income.</p><p style=\"text-align: left;\">For those seeking a more conservative approach and looking to avoid unlimited risk exposure or substantial margin requirements, a call credit spread—such as a bear call spread—may provide a more risk-defined alternative while still benefiting from time decay and limited upside expectations.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","MSFL":"2倍做多MSFT ETF-GraniteShares","MSFW":"Roundhill MSFT WeeklyPay ETF","MSFT":"微软","MSFO":"MSFT期权收益策略ETF-YieldMax","MSFX":"2倍做多MSFT ETF-T-Rex","MSFD":"1倍做空MSFT ETF-Direxion","MSFU":"2倍做多MSFT ETF-Direxion"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101037150","content_text":"Microsoft shares closed at $428.05 on Thursday, up 0.17%. With the stock continuing to consolidate near record highs, unusual activity has emerged in the options market. A notable transaction involving the sale of March 2027 $540 call options generated more than $3.55 million in premium, drawing market attention. Combined with other recent options flows, the data suggest that institutional investors may be shifting toward premium-collection strategies rather than positioning for substantial upside.Options MetricsAs of June 5, 2026, Microsoft's implied volatility (IV) stood at 27.59%, with an IV percentile of 57.77%.This places volatility within the broadly neutral 30%-70% range, indicating that options are neither meaningfully overvalued nor undervalued. Such conditions generally provide a balanced environment for implementing options strategies.Meanwhile, the day's call-to-put volume ratio reached 3.30, highlighting significantly stronger trading activity in call options relative to puts. However, a closer look at block trades suggests that the elevated call volume may be driven less by outright bullish positioning and more by investors selling call options to harvest premium income.Block Trade ActivityLarge options transactions over the past one to two trading sessions provide further insight into institutional positioning.The most notable trade was the sale of 1,750 contracts of the March 19, 2027 $540 out-of-the-money call option, generating approximately $3.55 million in premium.$MSFT 20270319 540.0 CALL$Source: Tiger Trade AppThe sizeable sale of long-dated out-of-the-money calls is typically interpreted as either a cautious view on Microsoft's longer-term upside potential or part of a covered-call strategy designed to monetize option premium.Additional selling activity was also concentrated in shorter-dated out-of-the-money calls. For example, investors sold 2,177 contracts of the August 21, 2026 $500 call option, collecting roughly $1.96 million in premium.$MSFT 20260821 500.0 CALL$ Source: Tiger Trade AppAlthough there were also bullish transactions, including the purchase of 2,859 contracts of the July 17, 2026 $500 call option worth approximately $776,700, aggregate call-selling activity significantly outweighed call buying. Total premium generated from call sales approached $5.5 million, far exceeding the value and volume of bullish call purchases.Taken together, the flow suggests institutional investors remain broadly neutral to moderately bearish on the stock's near-term upside prospects, with a preference for generating income through the sale of out-of-the-money options and capturing time-decay premiums.Strategy TakeawaysFor investors who share the institutional view that Microsoft's upside may be limited while volatility remains relatively neutral, selling deep out-of-the-money call options with low delta exposure (for example, below 0.30) may offer an opportunity to collect premium income.For those seeking a more conservative approach and looking to avoid unlimited risk exposure or substantial margin requirements, a call credit spread—such as a bear call spread—may provide a more risk-defined alternative while still benefiting from time decay and limited upside expectations.","news_type":1,"symbols_score_info":{"MSFL":0.6,"MSFT":2,"MSFU":0.6,"MSFX":0.6,"MSFY":0.6,"MSFO":0.6,"MSFW":0.6,"MSFD":0.6}},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":571715974849032,"gmtCreate":1780601714641,"gmtModify":1780601717556,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/571715974849032","repostId":"2641116438","repostType":2,"repost":{"id":"2641116438","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1780599900,"share":"https://ttm.financial/m/news/2641116438?lang=en_US&edition=fundamental","pubTime":"2026-06-05 03:05","market":"sh","language":"en","title":"Stocks Just Flashed a Rare Market Signal. Here's What It Could Mean. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2641116438","media":"Dow Jones","summary":"Wall Street is making room for a big wave of new stock listings, capital raises, and new investment themes this week, much of it linked to the AI investment theme that has powered markets higher for much of the past three years.And that has stocks doing something they haven't done in a very long time.The NYSE Tick Index, little-known outside of Wall Street but closely tracked within it, measures market breadth by comparing the number of stocks trading on upticks with those trading on downticks.That suggests a worrying loss of short-term buying momentum for a market that has gained more than 15% over the past two months, powered by a near 20% advance for an index of the so-called Magnificent Seven tech stocks and a stunning 68% advance for the PHLX Semiconductor Index.\"It's too early to say if this is simply a mild bout of profit-taking, or a harbinger of a more protracted and deeper retreat,\" said David Morrison, senior market analyst at Trade Nation. \"But investors will be mindful of ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Martin Baccardax \n</p>\n<p>\n  Wall Street is making room for a big wave of new stock listings, capital raises, and new investment themes this week, much of it linked to the AI investment theme that has powered markets higher for much of the past three years. \n</p>\n<p>\n  And that has stocks doing something they haven't done in a very long time. \n</p>\n<p>\n  The NYSE Tick Index, little-known outside of Wall Street but closely tracked within it, measures market breadth by comparing the number of stocks trading on upticks with those trading on downticks. \n</p>\n<p>\n  Wednesday's trading session, which marked the end of the market's nine-day rally, the longest in a year, also indicated the first sub-500 reading for the Tick Index since September of 2023, as noted by Tom Hearden, a senior trader at Skylands Capital in Milwaukee. \n</p>\n<p>\n  That suggests a worrying loss of short-term buying momentum for a market that has gained more than 15% over the past two months, powered by a near 20% advance for an index of the so-called Magnificent Seven tech stocks and a stunning 68% advance for the PHLX Semiconductor Index. \n</p>\n<p>\n  Coming as it does amid a new round of warnings that the tech trade is reaching bubble-like conditions, and ahead of the biggest IPO in market history next week, it's worth heeding. \n</p>\n<p>\n  \"For a lot of investors, this avalanche of supply awakens dark memories of other ebullient markets,\" said Giuseppe Sette, co-founder and president of Reflexivity, an AI solutions group focused on the investment industry. \n</p>\n<p>\n  He thinks investors are grappling with two distinct options: sticking with the market and risking a pullback, or loading into bonds until the IPO wave is complete. How you answer that, of course, depends on your perspective. \n</p>\n<p>\n  \"If the market was 10% lower after the IPOs, would you buy?,\" Sette asked. \"Because if the answer is yes, then you should stay in the market.\" \n</p>\n<p>\n  There's at least a sliver of evidence that some investors are taking Sette's second option. \n</p>\n<p>\n  Benchmark Treasury bond yields were moving lower on Thursday, pushing prices higher, as stocks extend their tech-led decline to a second consecutive session. \n</p>\n<p>\n  That's coming amid better than expected jobs and activity data, which is stoking bets on Federal Reserve rate hikes over the back half of the year, as well as persistent concerns over debt and deficit levels tied to the One Big Beautiful Bill Act which came into effect earlier this year. \n</p>\n<p>\n  Stocks, however, are in retreat, with the S&amp;P 500 on track for a second straight decline -- the first back-to-back losses since mid-May -- even after better-than-expected earnings from Broadcom. \n</p>\n<p>\n  \"It's too early to say if this is simply a mild bout of profit-taking, or a harbinger of a more protracted and deeper retreat,\" said David Morrison, senior market analyst at Trade Nation. \"But investors will be mindful of the extraordinary gains made in semiconductors over the past two months, and the upcoming SpaceX IPO which is sure to suck some money out of outperforming stocks.\" \n</p>\n<p>\n  Stocks are facing a tough stretch over the days ahead, with payroll data on Friday, SpaceX's $1.8 trillion listing next Friday and the first Federal Reserve meeting under the leadership of new chairman Kevin Warsh the following week. \n</p>\n<p>\n  And the first-quarter earnings season -- the strongest in five years -- is largely complete and likely already reflected in stock prices. \n</p>\n<p>\n  \"The S&amp;P 500 may face a necessary technical correction in the short term, as the index is being pressured by profit-taking, geopolitical risks, higher oil prices, and less clear Fed expectations,\" said Linh Tran, Market Analyst at XS.com. \n</p>\n<p>\n  \"But the more reasonable scenario is a consolidation phase after a strong rally, before the market receives clearer signals from labor data, inflation figures, and earnings results from the technology sector,\" she added. \n</p>\n<p>\n  Write to Martin Baccardax at martin.baccardax@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 04, 2026 15:05 ET (19:05 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Just Flashed a Rare Market Signal. Here's What It Could Mean. -- Barrons.com</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\">\nStocks Just Flashed a Rare Market Signal. Here's What It Could Mean. -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-05 03:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Martin Baccardax \n</p>\n<p>\n  Wall Street is making room for a big wave of new stock listings, capital raises, and new investment themes this week, much of it linked to the AI investment theme that has powered markets higher for much of the past three years. \n</p>\n<p>\n  And that has stocks doing something they haven't done in a very long time. \n</p>\n<p>\n  The NYSE Tick Index, little-known outside of Wall Street but closely tracked within it, measures market breadth by comparing the number of stocks trading on upticks with those trading on downticks. \n</p>\n<p>\n  Wednesday's trading session, which marked the end of the market's nine-day rally, the longest in a year, also indicated the first sub-500 reading for the Tick Index since September of 2023, as noted by Tom Hearden, a senior trader at Skylands Capital in Milwaukee. \n</p>\n<p>\n  That suggests a worrying loss of short-term buying momentum for a market that has gained more than 15% over the past two months, powered by a near 20% advance for an index of the so-called Magnificent Seven tech stocks and a stunning 68% advance for the PHLX Semiconductor Index. \n</p>\n<p>\n  Coming as it does amid a new round of warnings that the tech trade is reaching bubble-like conditions, and ahead of the biggest IPO in market history next week, it's worth heeding. \n</p>\n<p>\n  \"For a lot of investors, this avalanche of supply awakens dark memories of other ebullient markets,\" said Giuseppe Sette, co-founder and president of Reflexivity, an AI solutions group focused on the investment industry. \n</p>\n<p>\n  He thinks investors are grappling with two distinct options: sticking with the market and risking a pullback, or loading into bonds until the IPO wave is complete. How you answer that, of course, depends on your perspective. \n</p>\n<p>\n  \"If the market was 10% lower after the IPOs, would you buy?,\" Sette asked. \"Because if the answer is yes, then you should stay in the market.\" \n</p>\n<p>\n  There's at least a sliver of evidence that some investors are taking Sette's second option. \n</p>\n<p>\n  Benchmark Treasury bond yields were moving lower on Thursday, pushing prices higher, as stocks extend their tech-led decline to a second consecutive session. \n</p>\n<p>\n  That's coming amid better than expected jobs and activity data, which is stoking bets on Federal Reserve rate hikes over the back half of the year, as well as persistent concerns over debt and deficit levels tied to the One Big Beautiful Bill Act which came into effect earlier this year. \n</p>\n<p>\n  Stocks, however, are in retreat, with the S&amp;P 500 on track for a second straight decline -- the first back-to-back losses since mid-May -- even after better-than-expected earnings from Broadcom. \n</p>\n<p>\n  \"It's too early to say if this is simply a mild bout of profit-taking, or a harbinger of a more protracted and deeper retreat,\" said David Morrison, senior market analyst at Trade Nation. \"But investors will be mindful of the extraordinary gains made in semiconductors over the past two months, and the upcoming SpaceX IPO which is sure to suck some money out of outperforming stocks.\" \n</p>\n<p>\n  Stocks are facing a tough stretch over the days ahead, with payroll data on Friday, SpaceX's $1.8 trillion listing next Friday and the first Federal Reserve meeting under the leadership of new chairman Kevin Warsh the following week. \n</p>\n<p>\n  And the first-quarter earnings season -- the strongest in five years -- is largely complete and likely already reflected in stock prices. \n</p>\n<p>\n  \"The S&amp;P 500 may face a necessary technical correction in the short term, as the index is being pressured by profit-taking, geopolitical risks, higher oil prices, and less clear Fed expectations,\" said Linh Tran, Market Analyst at XS.com. \n</p>\n<p>\n  \"But the more reasonable scenario is a consolidation phase after a strong rally, before the market receives clearer signals from labor data, inflation figures, and earnings results from the technology sector,\" she added. \n</p>\n<p>\n  Write to Martin Baccardax at martin.baccardax@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 04, 2026 15:05 ET (19:05 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - 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How you answer that, of course, depends on your perspective. \n\n\n  \"If the market was 10% lower after the IPOs, would you buy?,\" Sette asked. \"Because if the answer is yes, then you should stay in the market.\" \n\n\n  There's at least a sliver of evidence that some investors are taking Sette's second option. \n\n\n  Benchmark Treasury bond yields were moving lower on Thursday, pushing prices higher, as stocks extend their tech-led decline to a second consecutive session. \n\n\n  That's coming amid better than expected jobs and activity data, which is stoking bets on Federal Reserve rate hikes over the back half of the year, as well as persistent concerns over debt and deficit levels tied to the One Big Beautiful Bill Act which came into effect earlier this year. \n\n\n  Stocks, however, are in retreat, with the S&P 500 on track for a second straight decline -- the first back-to-back losses since mid-May -- even after better-than-expected earnings from Broadcom. \n\n\n  \"It's too early to say if this is simply a mild bout of profit-taking, or a harbinger of a more protracted and deeper retreat,\" said David Morrison, senior market analyst at Trade Nation. \"But investors will be mindful of the extraordinary gains made in semiconductors over the past two months, and the upcoming SpaceX IPO which is sure to suck some money out of outperforming stocks.\" \n\n\n  Stocks are facing a tough stretch over the days ahead, with payroll data on Friday, SpaceX's $1.8 trillion listing next Friday and the first Federal Reserve meeting under the leadership of new chairman Kevin Warsh the following week. \n\n\n  And the first-quarter earnings season -- the strongest in five years -- is largely complete and likely already reflected in stock prices. \n\n\n  \"The S&P 500 may face a necessary technical correction in the short term, as the index is being pressured by profit-taking, geopolitical risks, higher oil prices, and less clear Fed expectations,\" said Linh Tran, Market Analyst at XS.com. \n\n\n  \"But the more reasonable scenario is a consolidation phase after a strong rally, before the market receives clearer signals from labor data, inflation figures, and earnings results from the technology sector,\" she added. \n\n\n  Write to Martin Baccardax at martin.baccardax@barrons.com \n\n\n   This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 04, 2026 15:05 ET (19:05 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"SPHQ":0.6,"ACWI":0.6,"SSO":0.6,"SPHD":0.6,"YSPY":0.6,"XYLD":0.6,"SFY":0.6,"HIBL":0.6,"GSLC":0.6,"MOAT":0.6,"SPYD":0.6,"SPYM":0.6,"SPYH":0.6,"RSPU":0.6,"SPYG":0.6,"VEU":0.6,"AVGU":0.6,"IJH":0.6,"SCHX":0.6,"SPXS":0.6,"AVGO":1.84,"XLG":0.6,"UPRO":0.6,"IVE":0.6,".SPX":1.87,"SPMO":0.6,"ALLW":0.6,"SPUU":0.6,"NOBL":0.6,"VTV":0.6,"SMAX":0.6,"DMAX":0.6,"DBSC":0.6,"AVGG":0.6,"SDS":0.6,"VBK":0.6,"VV":0.6,"SPYQ":0.6,"VTI":0.6,"SPLV":0.6,"AVGW":0.6,"JEPI":0.6,"ITOT":0.6,"RSPA":0.6,"RSPN":0.6,"GPIX":0.6,"IVW":0.6,"VOOG":0.6,"SPY":0.6,"MMAX":0.6,"VOO":0.6,"AVGX":0.6,"AVL":0.6,"BMAY":0.6,"SPXL":0.6,"SCHB":0.6,"IJR":0.6,"SPDN":0.6,"SPUS":0.6,"SH":0.6,"RSP":0.6,"SPYV":0.6,"SPGP":0.6,"HIBS":0.6,"TSPY":0.6,"AVS":0.6,"ETFT":0.6,"SPYU":0.6,"IVV":0.6,"XDTE":0.6,"SPXU":0.6}},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":571565161472240,"gmtCreate":1780564780557,"gmtModify":1780564783286,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/571565161472240","repostId":"2640690009","repostType":2,"repost":{"id":"2640690009","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1780556745,"share":"https://ttm.financial/m/news/2640690009?lang=en_US&edition=fundamental","pubTime":"2026-06-04 15:05","market":"sg","language":"en","title":"Bill Ackman Sees Investors Repeating a Mistake of 2000: Flocking to the \"New New\" and Ignoring Quality Names","url":"https://stock-news.laohu8.com/highlight/detail?id=2640690009","media":"Dow Jones","summary":"Hedge-fund manager says investors are ignoring Microsoft and other Big Tech names for the sake of the \"new new thing,\" like chip stocks.Bill Ackman, CEO of Pershing Square Capital Management, shown...","content":"<html><head></head><body><p style=\"text-align: left;\">Hedge-fund manager says investors are ignoring Microsoft and other Big Tech names for the sake of the &#34;new new thing,&#34; like chip stocks.</p><p style=\"text-align: left;\">Bill Ackman, CEO of Pershing Square Capital Management, shown here at the Milken Institute Global Conference in May, says investors are overlooking some &#34;high-quality things.&#34;</p><p style=\"text-align: left;\">Market history is being repeated, and not in a good way, as investors chase red-hot stock sectors just like they did in 2000, billionaire investor Bill Ackman says.</p><p style=\"text-align: left;\">&#34;What&#39;s interesting about markets is people always bring their eye to the new new thing, and the new thing is chips and semiconductors and energy, and that&#39;s where the short-term capital is going. What tends to happen is really high-quality things get left behind,&#34; the founder and chief executive of Pershing Square Capital Management told the &#34;All In&#34; podcast in an episode published on Wednesday.</p><p style=\"text-align: left;\">Ackman said parallels to the dot-com bubble have to do with market psychology. &#34;And the analogies are that people got excited about internet stocks, and Berkshire Hathaway traded at the lowest valuation I think it ever traded in its history,&#34; he said.</p><p style=\"text-align: left;\">Investors in those days referred to Berkshire as &#34;old stuff,&#34; and Ackman sees that same attitude now being applied to companies like <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, Meta <a href=\"https://laohu8.com/S/META\">$(META)$</a> and Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> - which he said is leaving those Big Tech names, all three of which he owns, undervalued.</p><p style=\"text-align: left;\">The hedge-fund manager said last month that he took a new position in Microsoft in February after the stock fell following earnings, calling the company an artificial-intelligence winner.</p><p style=\"text-align: left;\">Investors these days are either indirectly or directly invested in AI, he said, &#34;or it&#39;s a threat. So you have to understand it.&#34; As a long-term investor, it&#39;s important to determine the risk of disruption to a business, the probability of which these days &#34;has gone up enormously,&#34; he said.</p><p style=\"text-align: left;\">Ackman, who was among those calling for investors to buy stocks during the pandemic dip, was also calling for stocks to go higher a month ago. &#34;Stocks just got crazy cheap, just incredibly cheap, really high-quality companies,&#34; he said.</p><p style=\"text-align: left;\">As for the software selloff seen this year, Ackman said a very &#34;careful analysis&#34; of companies is required, adding that he&#39;d worry about a company like <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> (CRM).</p><p style=\"text-align: left;\">&#34;If you&#39;re a software company today, you have to be as AI enabled as you can,&#34; he said. &#34;I think there has been some monopolistic-type profit taking off of customers, when someone had a niche software product, they&#39;re charging $30,000 a year or something like this. I think those companies are really at risk.&#34;</p><p style=\"text-align: left;\">As for upcoming Big Tech initial public offerings, such as SpaceX&#39;s, Ackman said he&#39;s interested in what the company will look like five years from now. &#34;SpaceX is near monopoly in terms of low-cost space launch. That&#39;s going to become increasingly important,&#34; he said.</p><p style=\"text-align: left;\">He said that OpenAI, which is also planning for an IPO, has an interesting business model but needs to get the message out about how it is committing capital.</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>Bill Ackman Sees Investors Repeating a Mistake of 2000: Flocking to the \"New New\" and Ignoring Quality Names</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\">\nBill Ackman Sees Investors Repeating a Mistake of 2000: Flocking to the \"New New\" and Ignoring Quality Names\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-04 15:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Hedge-fund manager says investors are ignoring Microsoft and other Big Tech names for the sake of the &#34;new new thing,&#34; like chip stocks.</p><p style=\"text-align: left;\">Bill Ackman, CEO of Pershing Square Capital Management, shown here at the Milken Institute Global Conference in May, says investors are overlooking some &#34;high-quality things.&#34;</p><p style=\"text-align: left;\">Market history is being repeated, and not in a good way, as investors chase red-hot stock sectors just like they did in 2000, billionaire investor Bill Ackman says.</p><p style=\"text-align: left;\">&#34;What&#39;s interesting about markets is people always bring their eye to the new new thing, and the new thing is chips and semiconductors and energy, and that&#39;s where the short-term capital is going. What tends to happen is really high-quality things get left behind,&#34; the founder and chief executive of Pershing Square Capital Management told the &#34;All In&#34; podcast in an episode published on Wednesday.</p><p style=\"text-align: left;\">Ackman said parallels to the dot-com bubble have to do with market psychology. &#34;And the analogies are that people got excited about internet stocks, and Berkshire Hathaway traded at the lowest valuation I think it ever traded in its history,&#34; he said.</p><p style=\"text-align: left;\">Investors in those days referred to Berkshire as &#34;old stuff,&#34; and Ackman sees that same attitude now being applied to companies like <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, Meta <a href=\"https://laohu8.com/S/META\">$(META)$</a> and Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> - which he said is leaving those Big Tech names, all three of which he owns, undervalued.</p><p style=\"text-align: left;\">The hedge-fund manager said last month that he took a new position in Microsoft in February after the stock fell following earnings, calling the company an artificial-intelligence winner.</p><p style=\"text-align: left;\">Investors these days are either indirectly or directly invested in AI, he said, &#34;or it&#39;s a threat. So you have to understand it.&#34; As a long-term investor, it&#39;s important to determine the risk of disruption to a business, the probability of which these days &#34;has gone up enormously,&#34; he said.</p><p style=\"text-align: left;\">Ackman, who was among those calling for investors to buy stocks during the pandemic dip, was also calling for stocks to go higher a month ago. &#34;Stocks just got crazy cheap, just incredibly cheap, really high-quality companies,&#34; he said.</p><p style=\"text-align: left;\">As for the software selloff seen this year, Ackman said a very &#34;careful analysis&#34; of companies is required, adding that he&#39;d worry about a company like <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> (CRM).</p><p style=\"text-align: left;\">&#34;If you&#39;re a software company today, you have to be as AI enabled as you can,&#34; he said. &#34;I think there has been some monopolistic-type profit taking off of customers, when someone had a niche software product, they&#39;re charging $30,000 a year or something like this. I think those companies are really at risk.&#34;</p><p style=\"text-align: left;\">As for upcoming Big Tech initial public offerings, such as SpaceX&#39;s, Ackman said he&#39;s interested in what the company will look like five years from now. &#34;SpaceX is near monopoly in terms of low-cost space launch. That&#39;s going to become increasingly important,&#34; he said.</p><p style=\"text-align: left;\">He said that OpenAI, which is also planning for an IPO, has an interesting business model but needs to get the message out about how it is committing capital.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFD":"1倍做空MSFT ETF-Direxion","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","MSFL":"2倍做多MSFT ETF-GraniteShares","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","MSFO":"MSFT期权收益策略ETF-YieldMax","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) 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INCOME  \"AA\" (USD) INC A","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2640690009","content_text":"Hedge-fund manager says investors are ignoring Microsoft and other Big Tech names for the sake of the \"new new thing,\" like chip stocks.Bill Ackman, CEO of Pershing Square Capital Management, shown here at the Milken Institute Global Conference in May, says investors are overlooking some \"high-quality things.\"Market history is being repeated, and not in a good way, as investors chase red-hot stock sectors just like they did in 2000, billionaire investor Bill Ackman says.\"What's interesting about markets is people always bring their eye to the new new thing, and the new thing is chips and semiconductors and energy, and that's where the short-term capital is going. What tends to happen is really high-quality things get left behind,\" the founder and chief executive of Pershing Square Capital Management told the \"All In\" podcast in an episode published on Wednesday.Ackman said parallels to the dot-com bubble have to do with market psychology. \"And the analogies are that people got excited about internet stocks, and Berkshire Hathaway traded at the lowest valuation I think it ever traded in its history,\" he said.Investors in those days referred to Berkshire as \"old stuff,\" and Ackman sees that same attitude now being applied to companies like Amazon, Meta $(META)$ and Microsoft $(MSFT)$ - which he said is leaving those Big Tech names, all three of which he owns, undervalued.The hedge-fund manager said last month that he took a new position in Microsoft in February after the stock fell following earnings, calling the company an artificial-intelligence winner.Investors these days are either indirectly or directly invested in AI, he said, \"or it's a threat. So you have to understand it.\" As a long-term investor, it's important to determine the risk of disruption to a business, the probability of which these days \"has gone up enormously,\" he said.Ackman, who was among those calling for investors to buy stocks during the pandemic dip, was also calling for stocks to go higher a month ago. \"Stocks just got crazy cheap, just incredibly cheap, really high-quality companies,\" he said.As for the software selloff seen this year, Ackman said a very \"careful analysis\" of companies is required, adding that he'd worry about a company like Salesforce (CRM).\"If you're a software company today, you have to be as AI enabled as you can,\" he said. \"I think there has been some monopolistic-type profit taking off of customers, when someone had a niche software product, they're charging $30,000 a year or something like this. I think those companies are really at risk.\"As for upcoming Big Tech initial public offerings, such as SpaceX's, Ackman said he's interested in what the company will look like five years from now. \"SpaceX is near monopoly in terms of low-cost space launch. That's going to become increasingly important,\" he said.He said that OpenAI, which is also planning for an IPO, has an interesting business model but needs to get the message out about how it is committing capital.","news_type":1,"symbols_score_info":{"MSFT":1.9,"MSFX":0.6,"MSFL":0.6,"MSFO":0.6,"MSFU":0.6,"MSFY":0.6,"MSFW":0.6,"MSFD":0.6}},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":570506870072680,"gmtCreate":1780315644117,"gmtModify":1780315647134,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/570506870072680","repostId":"2640335869","repostType":2,"repost":{"id":"2640335869","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1780291800,"share":"https://ttm.financial/m/news/2640335869?lang=en_US&edition=fundamental","pubTime":"2026-06-01 13:30","market":"fut","language":"en","title":"SpaceX's IPO Could Test the Stock Market Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2640335869","media":"Dow Jones","summary":"U.S. stocks are set to face their biggest test since the U.S. war with Iran this month, as the long-awaited listing of Elon Musk's SpaceX hits markets just as momentum from the first quarter earnings season is starting to fade and investors are growing concerned over rising inflation pressures in the world's biggest economy.SpaceX, the first of three mega IPOs expected before the end of the year, is set to begin trading on the Nasdaq on June 12, with an expected valuation of as much as $2 trillion. The group will raise around $86.5 billion from the sale, making it the biggest U.S. listing on record.\"Not all high-profile U.S. IPOs have presaged major corrections in the S&P 500,\" said John Higgins, chief economic adviser for financial markets at Capit","content":"<html><head></head><body><p style=\"text-align: left;\">U.S. stocks are set to face their biggest test since the U.S. war with Iran this month, as the long-awaited listing of Elon Musk&#39;s SpaceX hits markets just as momentum from the first quarter earnings season is starting to fade and investors are growing concerned over rising inflation pressures in the world&#39;s biggest economy.</p><p style=\"text-align: left;\">SpaceX, the first of three mega IPOs expected before the end of the year, is set to begin trading on the Nasdaq on June 12, with an expected valuation of as much as $2 trillion. The group will raise around $86.5 billion from the sale, making it the biggest U.S. listing on record.</p><p style=\"text-align: left;\">The deal will, at a stroke, extract the biggest amount of new cash from U.S. equity markets on record, dwarfing the $21.8 billion raised by Alibaba in 2014 and raising more than five times that amount pocketed by Facebook&#39;s blockbuster listing in the spring of 2012. And with a market cap of around $2 trillion, it will vault immediately into the upper echelon of U.S. indexes, falling in just behind <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> as one of the world&#39;s most valuable companies.</p><p style=\"text-align: left;\">But that will also provide a massive challenge to a market that has powered relentlessly higher over the past two months, with a series of record highs that has the S&amp;P 500 knocking on the door of the 8000-point threshold and the tech-focused Nasdaq putting the 30,000-point barrier firmly within its sights.</p><p style=\"text-align: left;\">And some investors are worried that it might be a bridge too far.</p><p style=\"text-align: left;\">&#34;There is no (even vaguely close) historical precedent to such a capital raise, and I think it will place a huge test on the stability of the U.S. equity market,&#34; said Rupert Mitchell of Blind Squirrel Macro, a former Salomon and Goldman executive, in a Substack post on the pending IPO.</p><p style=\"text-align: left;\">Mitchell thinks investors will likely need to bid around half a trillion dollars worth of capital, covering the $75 billion IPO and the 15% greenshoe attached to it, for the listing to be deemed a success.</p><p style=\"text-align: left;\">He estimates passive funds will take down around $44 billion, with the remainder of the $86.5 billion left for retail and other investors to digest as markets grapple with the short waiting period from listing on the Nasdaq to its inclusion in the tech-focused benchmark.</p><p style=\"text-align: left;\">But he&#39;s also worried that traditional market mechanisms, such as share buybacks from the biggest tech hyperscalers, most of which have been pared back in order to pay for their massive artificial intelligence investment plans, won&#39;t be there to support the flood of new shares.</p><p style=\"text-align: left;\">&#34;SpaceX insider stock supply risks becoming a drag on the S&amp;P equity supply/demand equilibrium for many months to come, just as 401k flows and hyper-scaler buybacks slow down as AI capex sucks the life out of most of the real economy,&#34; he said.</p><p style=\"text-align: left;\">Others are starting to worry as well.</p><p style=\"text-align: left;\">&#34;Not all high-profile U.S. IPOs have presaged major corrections in the S&amp;P 500,&#34; said John Higgins, chief economic adviser for financial markets at Capital Economics. &#34;Nonetheless, this year&#39;s hotly anticipated &#39;AI&#39; deals -- from SpaceX, Anthropic, and OpenAI -- are likely to be a big test of the stock market&#39;s strength.&#34;</p><p style=\"text-align: left;\">The recent run-up in markets could be worrying in that respect, given that some of the biggest stocks, and those in the so-called Magnificent Seven, have recorded such eye-watering gains.</p><p style=\"text-align: left;\">The Mag 7 index is up nearly 22% since the start of the second quarter, a staggering advance following capital spending plans that nearly all topped Wall Street forecasts, while the PHLX semiconductor index has surged 80% since the start of the year, with historic gains for Intel, Broadcom , Advanced Micro Devices and a plethora of chip stocks.</p><p style=\"text-align: left;\">However, Wall Street will now need to find room for the 19% of SpaceX&#39;s public float taken by S&amp;P 500 index funds, in anticipation of its invitation to the benchmark later this year, with funds that track the Nasdaq and the Russell 1000 taking the number to around 24%, according to Rob Du Boff of Bloomberg Intelligence.</p><p style=\"text-align: left;\">Adding in active managers that track those benchmarks takes the tally to around 48%.</p><p style=\"text-align: left;\">Cash into SpaceX will, almost arithmetically, result in cash coming out of the stock market&#39;s most liquid names. A reduced lockup period for SpaceX&#39;s earlier investors, meanwhile, allows them to exit, in stages, as early as the end of the second quarter.</p><p style=\"text-align: left;\">All of that is likely to put huge pressure on stocks into the summer months, with the next round of earnings not expected until mid-August, and the market&#39;s traditional reluctance to add risk as mid-term election campaigning in the autumn weighs on gains.</p><p style=\"text-align: left;\">That said, markets have booked an incredible amount of &#34;buffer&#34; over the past two months, with the S&amp;P 500 up more than 16% over the second quarter and the tech-focused Nasdaq gaining just under 25%.</p><p style=\"text-align: left;\">But Mitchell at Blind Squirrel Macro thinks the big cap tech selling he expects following the SpaceX IPO, as well as the follow-on moves to make way for early investors, will likely allow the equal weight S&amp;P 500 to outpace gains for the benchmark over the back half of the year.</p><p style=\"text-align: left;\">Jay Woods, chief strategist at Freedom Capital Markets, sees this as potentially dangerous for passive investors as well.</p><p style=\"text-align: left;\">&#34;Every retail investor holding an S&amp;P 500 ETF in their 401(k) would become an involuntary SpaceX shareholder, regardless of whether they believe in the story, understand the business, or are comfortable with the risk of a $1.75 trillion unprofitable company with a 5% float and one man controlling 79% of the votes,&#34; he said.</p><p style=\"text-align: left;\">&#34;The index wasn&#39;t designed to do that,&#34; Woods added. &#34;It was designed to reward companies that have already earned their place through profitability, staying power, and the patience of real markets.&#34;</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>SpaceX's IPO Could Test the Stock Market Rally</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\">\nSpaceX's IPO Could Test the Stock Market Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-01 13:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">U.S. stocks are set to face their biggest test since the U.S. war with Iran this month, as the long-awaited listing of Elon Musk&#39;s SpaceX hits markets just as momentum from the first quarter earnings season is starting to fade and investors are growing concerned over rising inflation pressures in the world&#39;s biggest economy.</p><p style=\"text-align: left;\">SpaceX, the first of three mega IPOs expected before the end of the year, is set to begin trading on the Nasdaq on June 12, with an expected valuation of as much as $2 trillion. The group will raise around $86.5 billion from the sale, making it the biggest U.S. listing on record.</p><p style=\"text-align: left;\">The deal will, at a stroke, extract the biggest amount of new cash from U.S. equity markets on record, dwarfing the $21.8 billion raised by Alibaba in 2014 and raising more than five times that amount pocketed by Facebook&#39;s blockbuster listing in the spring of 2012. And with a market cap of around $2 trillion, it will vault immediately into the upper echelon of U.S. indexes, falling in just behind <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> as one of the world&#39;s most valuable companies.</p><p style=\"text-align: left;\">But that will also provide a massive challenge to a market that has powered relentlessly higher over the past two months, with a series of record highs that has the S&amp;P 500 knocking on the door of the 8000-point threshold and the tech-focused Nasdaq putting the 30,000-point barrier firmly within its sights.</p><p style=\"text-align: left;\">And some investors are worried that it might be a bridge too far.</p><p style=\"text-align: left;\">&#34;There is no (even vaguely close) historical precedent to such a capital raise, and I think it will place a huge test on the stability of the U.S. equity market,&#34; said Rupert Mitchell of Blind Squirrel Macro, a former Salomon and Goldman executive, in a Substack post on the pending IPO.</p><p style=\"text-align: left;\">Mitchell thinks investors will likely need to bid around half a trillion dollars worth of capital, covering the $75 billion IPO and the 15% greenshoe attached to it, for the listing to be deemed a success.</p><p style=\"text-align: left;\">He estimates passive funds will take down around $44 billion, with the remainder of the $86.5 billion left for retail and other investors to digest as markets grapple with the short waiting period from listing on the Nasdaq to its inclusion in the tech-focused benchmark.</p><p style=\"text-align: left;\">But he&#39;s also worried that traditional market mechanisms, such as share buybacks from the biggest tech hyperscalers, most of which have been pared back in order to pay for their massive artificial intelligence investment plans, won&#39;t be there to support the flood of new shares.</p><p style=\"text-align: left;\">&#34;SpaceX insider stock supply risks becoming a drag on the S&amp;P equity supply/demand equilibrium for many months to come, just as 401k flows and hyper-scaler buybacks slow down as AI capex sucks the life out of most of the real economy,&#34; he said.</p><p style=\"text-align: left;\">Others are starting to worry as well.</p><p style=\"text-align: left;\">&#34;Not all high-profile U.S. IPOs have presaged major corrections in the S&amp;P 500,&#34; said John Higgins, chief economic adviser for financial markets at Capital Economics. &#34;Nonetheless, this year&#39;s hotly anticipated &#39;AI&#39; deals -- from SpaceX, Anthropic, and OpenAI -- are likely to be a big test of the stock market&#39;s strength.&#34;</p><p style=\"text-align: left;\">The recent run-up in markets could be worrying in that respect, given that some of the biggest stocks, and those in the so-called Magnificent Seven, have recorded such eye-watering gains.</p><p style=\"text-align: left;\">The Mag 7 index is up nearly 22% since the start of the second quarter, a staggering advance following capital spending plans that nearly all topped Wall Street forecasts, while the PHLX semiconductor index has surged 80% since the start of the year, with historic gains for Intel, Broadcom , Advanced Micro Devices and a plethora of chip stocks.</p><p style=\"text-align: left;\">However, Wall Street will now need to find room for the 19% of SpaceX&#39;s public float taken by S&amp;P 500 index funds, in anticipation of its invitation to the benchmark later this year, with funds that track the Nasdaq and the Russell 1000 taking the number to around 24%, according to Rob Du Boff of Bloomberg Intelligence.</p><p style=\"text-align: left;\">Adding in active managers that track those benchmarks takes the tally to around 48%.</p><p style=\"text-align: left;\">Cash into SpaceX will, almost arithmetically, result in cash coming out of the stock market&#39;s most liquid names. A reduced lockup period for SpaceX&#39;s earlier investors, meanwhile, allows them to exit, in stages, as early as the end of the second quarter.</p><p style=\"text-align: left;\">All of that is likely to put huge pressure on stocks into the summer months, with the next round of earnings not expected until mid-August, and the market&#39;s traditional reluctance to add risk as mid-term election campaigning in the autumn weighs on gains.</p><p style=\"text-align: left;\">That said, markets have booked an incredible amount of &#34;buffer&#34; over the past two months, with the S&amp;P 500 up more than 16% over the second quarter and the tech-focused Nasdaq gaining just under 25%.</p><p style=\"text-align: left;\">But Mitchell at Blind Squirrel Macro thinks the big cap tech selling he expects following the SpaceX IPO, as well as the follow-on moves to make way for early investors, will likely allow the equal weight S&amp;P 500 to outpace gains for the benchmark over the back half of the year.</p><p style=\"text-align: left;\">Jay Woods, chief strategist at Freedom Capital Markets, sees this as potentially dangerous for passive investors as well.</p><p style=\"text-align: left;\">&#34;Every retail investor holding an S&amp;P 500 ETF in their 401(k) would become an involuntary SpaceX shareholder, regardless of whether they believe in the story, understand the business, or are comfortable with the risk of a $1.75 trillion unprofitable company with a 5% float and one man controlling 79% of the votes,&#34; he said.</p><p style=\"text-align: left;\">&#34;The index wasn&#39;t designed to do that,&#34; Woods added. &#34;It was designed to reward companies that have already earned their place through profitability, staying power, and the patience of real markets.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DBSC":"Deepwater Beachfront Small Cap ETF","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","DMAX":"ISHARES LARGE CAP MAX BUFFER DEC ETF","LU0823411888.USD":"法巴消费创新基金 Cap","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","SG9999015978.USD":"利安颠覆性创新基金A","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","GSLC":"Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","NOBL":"ProShares S&P 500 Aristocrats ETF","VOO":"Vanguard标普500ETF","DOG":"道指ETF-ProShares做空","LU2265009873.SGD":"Eastspring Investments - 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The group will raise around $86.5 billion from the sale, making it the biggest U.S. listing on record.The deal will, at a stroke, extract the biggest amount of new cash from U.S. equity markets on record, dwarfing the $21.8 billion raised by Alibaba in 2014 and raising more than five times that amount pocketed by Facebook's blockbuster listing in the spring of 2012. And with a market cap of around $2 trillion, it will vault immediately into the upper echelon of U.S. indexes, falling in just behind Amazon as one of the world's most valuable companies.But that will also provide a massive challenge to a market that has powered relentlessly higher over the past two months, with a series of record highs that has the S&P 500 knocking on the door of the 8000-point threshold and the tech-focused Nasdaq putting the 30,000-point barrier firmly within its sights.And some investors are worried that it might be a bridge too far.\"There is no (even vaguely close) historical precedent to such a capital raise, and I think it will place a huge test on the stability of the U.S. equity market,\" said Rupert Mitchell of Blind Squirrel Macro, a former Salomon and Goldman executive, in a Substack post on the pending IPO.Mitchell thinks investors will likely need to bid around half a trillion dollars worth of capital, covering the $75 billion IPO and the 15% greenshoe attached to it, for the listing to be deemed a success.He estimates passive funds will take down around $44 billion, with the remainder of the $86.5 billion left for retail and other investors to digest as markets grapple with the short waiting period from listing on the Nasdaq to its inclusion in the tech-focused benchmark.But he's also worried that traditional market mechanisms, such as share buybacks from the biggest tech hyperscalers, most of which have been pared back in order to pay for their massive artificial intelligence investment plans, won't be there to support the flood of new shares.\"SpaceX insider stock supply risks becoming a drag on the S&P equity supply/demand equilibrium for many months to come, just as 401k flows and hyper-scaler buybacks slow down as AI capex sucks the life out of most of the real economy,\" he said.Others are starting to worry as well.\"Not all high-profile U.S. IPOs have presaged major corrections in the S&P 500,\" said John Higgins, chief economic adviser for financial markets at Capital Economics. \"Nonetheless, this year's hotly anticipated 'AI' deals -- from SpaceX, Anthropic, and OpenAI -- are likely to be a big test of the stock market's strength.\"The recent run-up in markets could be worrying in that respect, given that some of the biggest stocks, and those in the so-called Magnificent Seven, have recorded such eye-watering gains.The Mag 7 index is up nearly 22% since the start of the second quarter, a staggering advance following capital spending plans that nearly all topped Wall Street forecasts, while the PHLX semiconductor index has surged 80% since the start of the year, with historic gains for Intel, Broadcom , Advanced Micro Devices and a plethora of chip stocks.However, Wall Street will now need to find room for the 19% of SpaceX's public float taken by S&P 500 index funds, in anticipation of its invitation to the benchmark later this year, with funds that track the Nasdaq and the Russell 1000 taking the number to around 24%, according to Rob Du Boff of Bloomberg Intelligence.Adding in active managers that track those benchmarks takes the tally to around 48%.Cash into SpaceX will, almost arithmetically, result in cash coming out of the stock market's most liquid names. A reduced lockup period for SpaceX's earlier investors, meanwhile, allows them to exit, in stages, as early as the end of the second quarter.All of that is likely to put huge pressure on stocks into the summer months, with the next round of earnings not expected until mid-August, and the market's traditional reluctance to add risk as mid-term election campaigning in the autumn weighs on gains.That said, markets have booked an incredible amount of \"buffer\" over the past two months, with the S&P 500 up more than 16% over the second quarter and the tech-focused Nasdaq gaining just under 25%.But Mitchell at Blind Squirrel Macro thinks the big cap tech selling he expects following the SpaceX IPO, as well as the follow-on moves to make way for early investors, will likely allow the equal weight S&P 500 to outpace gains for the benchmark over the back half of the year.Jay Woods, chief strategist at Freedom Capital Markets, sees this as potentially dangerous for passive investors as well.\"Every retail investor holding an S&P 500 ETF in their 401(k) would become an involuntary SpaceX shareholder, regardless of whether they believe in the story, understand the business, or are comfortable with the risk of a $1.75 trillion unprofitable company with a 5% float and one man controlling 79% of the votes,\" he said.\"The index wasn't designed to do that,\" Woods added. \"It was designed to reward companies that have already earned their place through profitability, staying power, and the patience of real markets.\"","news_type":1,"symbols_score_info":{"SPYH":0.6,"SPXU":0.6,"RSPA":0.6,"SPYQ":0.6,"YSPY":0.6,"ACWI":0.6,"XLG":0.6,"SMAX":0.6,"MMAX":0.6,"SFY":0.6,"HIBS":0.6,"NOBL":0.6,"VV":0.6,"VOO":0.6,"SDOW":0.6,"SPHQ":0.6,"DMAX":0.6,"IVE":0.6,"DBSC":0.6,"SPUS":0.6,"SH":0.6,"SPLV":0.6,"SPDN":0.6,"GPIX":0.6,"XDTE":0.6,"SPXL":0.6,"RSP":0.6,"HIBL":0.6,"RSPN":0.6,"VEU":0.6,"DOG":0.6,"SDS":0.6,"TSPY":0.6,"ALLW":0.6,"VOOG":0.6,".DJI":2,"SPGP":0.6,"IVW":0.6,"SPY":0.6,"SPHD":0.6,"JEPI":0.6,"SPYV":0.6,"DIA":0.6,"SPUU":0.6,"IVV":0.6,"UDOW":0.6,"XYLD":0.6,"RSPU":0.6,"VTV":0.6,"IJR":0.6,"GSLC":0.6,"IJH":0.6,"DXD":0.6,".IXIC":2,"SSO":0.6,"SPYM":0.6,"SCHX":0.6,"SPYG":0.6,"SCHB":0.6,"ITOT":0.6,"ETFT":0.6,"MOAT":0.6,"SPYD":0.6,"VBK":0.6,"VTI":0.6,"SPMO":0.6,".SPX":1.91,"DDM":0.6,"BMAY":0.6,"SPYU":0.6,"UPRO":0.6,"SPXS":0.6}},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":569523691446312,"gmtCreate":1780050166024,"gmtModify":1780050169009,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/569523691446312","repostId":"2639640448","repostType":2,"repost":{"id":"2639640448","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1780043280,"share":"https://ttm.financial/m/news/2639640448?lang=en_US&edition=fundamental","pubTime":"2026-05-29 16:28","market":"hk","language":"en","title":"The Double 10K Scenario: Wall Street Veteran Says The S&P 500 And Gold Can Each Reach That Mark By The End Of The Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=2639640448","media":"Dow Jones","summary":"Gold's rally should resume once Iran conflict ends. Investors could be facing a scenario of double 10Ks by the end of the decade - 10,000 for the S&P 500 and $10,000 for gold - if a forecast by Yardeni Research plays out.\"Our long-term bullish stance on gold rests on the idea that the S&P 500 could rally to 10,000 by the end of the decade. We expect that along the way, investors will rebalance into other assets, including gold,\" Ed Yardeni, founder and president of financial research group, told clients in a note on Thursday.While the S&P 500 SPX and gold prices tend to be inversely correlated on a cyclical basis, over time, they march in the same direction together, so when the index hits 10,000, gold should do the same, said Yardeni.The commodity fell sharply in March to around $4,375 an ounce and rebounded through mid-April as a cease-fire held.  But gold seems to be testing that March low, its 200-day moving average of $4,407 an ounce and an intermediate upward trend line, followin","content":"<html><head></head><body><p style=\"text-align: left;\">Investors could be facing a scenario of double 10Ks by the end of the decade - 10,000 for the S&amp;P 500 and $10,000 for gold - if a forecast by Yardeni Research plays out.</p><p style=\"text-align: left;\">&#34;Our long-term bullish stance on gold rests on the idea that the S&amp;P 500 could rally to 10,000 by the end of the decade. We expect that along the way, investors will rebalance into other assets, including gold,&#34; Ed Yardeni, founder and president of financial research group, told clients in a note on Thursday.</p><p style=\"text-align: left;\">While the S&amp;P 500 SPX and gold prices tend to be inversely correlated on a cyclical basis, over time, they march in the same direction together, so when the index hits 10,000, gold should do the same, said Yardeni.</p><p style=\"text-align: left;\">The Wall Street veteran also sees a more upbeat near-term picture, with gold shaking off the gloom it has gathered since the Iran war, and rallying once that conflict officially ends. He expects gold will reach $5,500 an ounce by the end of 2026, nearly a $1,000 gain from Friday&#39;s level of $4,553 an ounce.</p><p style=\"text-align: left;\">While the S&amp;P 500 SPX has largely pushed aside the conflict to hit a string of record closes since a March 30 low, gold (GC00) has struggled to reclaim its peak of $5,318 an ounce reached in late January, he noted. Gold is up just 5% this year, after a spectacular rally of more than 70% in 2025.</p><p style=\"text-align: left;\">The commodity fell sharply in March to around $4,375 an ounce and rebounded through mid-April as a cease-fire held. But gold seems to be testing that March low, its 200-day moving average of $4,407 an ounce and an intermediate upward trend line, following a late Thursday report that Iran and the U.S. could be close to extending their cease-fire for 60 days, said Yardeni.</p><p style=\"text-align: left;\">&#34;The drop in prices since the end of January has put it back within an upward-trending channel that began in late 2023,&#34; and that support looks ready to hold, he said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/92e73239b4209abc4963b36398459ae5\" data-align=\"center\" tg-width=\"700\" tg-height=\"394\"/><span></span></p><p style=\"text-align: left;\">Gold&#39;s wartime struggle has come as the dollar rose, which is bearish for gold, and some central banks had to sell reserves of the precious metal to support their currencies weighed down by higher oil prices. Yardeni expects the Federal Reserve will turn more hawkish on interest rates during the summer, which would stall a gold rally, but the end of the Iran conflict would should help diminish that impact.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Double 10K Scenario: Wall Street Veteran Says The S&P 500 And Gold Can Each Reach That Mark By The End Of The Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Double 10K Scenario: Wall Street Veteran Says The S&P 500 And Gold Can Each Reach That Mark By The End Of The Decade\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-29 16:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Investors could be facing a scenario of double 10Ks by the end of the decade - 10,000 for the S&amp;P 500 and $10,000 for gold - if a forecast by Yardeni Research plays out.</p><p style=\"text-align: left;\">&#34;Our long-term bullish stance on gold rests on the idea that the S&amp;P 500 could rally to 10,000 by the end of the decade. We expect that along the way, investors will rebalance into other assets, including gold,&#34; Ed Yardeni, founder and president of financial research group, told clients in a note on Thursday.</p><p style=\"text-align: left;\">While the S&amp;P 500 SPX and gold prices tend to be inversely correlated on a cyclical basis, over time, they march in the same direction together, so when the index hits 10,000, gold should do the same, said Yardeni.</p><p style=\"text-align: left;\">The Wall Street veteran also sees a more upbeat near-term picture, with gold shaking off the gloom it has gathered since the Iran war, and rallying once that conflict officially ends. He expects gold will reach $5,500 an ounce by the end of 2026, nearly a $1,000 gain from Friday&#39;s level of $4,553 an ounce.</p><p style=\"text-align: left;\">While the S&amp;P 500 SPX has largely pushed aside the conflict to hit a string of record closes since a March 30 low, gold (GC00) has struggled to reclaim its peak of $5,318 an ounce reached in late January, he noted. Gold is up just 5% this year, after a spectacular rally of more than 70% in 2025.</p><p style=\"text-align: left;\">The commodity fell sharply in March to around $4,375 an ounce and rebounded through mid-April as a cease-fire held. But gold seems to be testing that March low, its 200-day moving average of $4,407 an ounce and an intermediate upward trend line, following a late Thursday report that Iran and the U.S. could be close to extending their cease-fire for 60 days, said Yardeni.</p><p style=\"text-align: left;\">&#34;The drop in prices since the end of January has put it back within an upward-trending channel that began in late 2023,&#34; and that support looks ready to hold, he said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/92e73239b4209abc4963b36398459ae5\" data-align=\"center\" tg-width=\"700\" tg-height=\"394\"/><span></span></p><p style=\"text-align: left;\">Gold&#39;s wartime struggle has come as the dollar rose, which is bearish for gold, and some central banks had to sell reserves of the precious metal to support their currencies weighed down by higher oil prices. Yardeni expects the Federal Reserve will turn more hawkish on interest rates during the summer, which would stall a gold rally, but the end of the Iran conflict would should help diminish that impact.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FGDL":"FRANKLIN RESPONSIBLY SOURCED GOLD ETF","GDX":"黄金矿业ETF-VanEck","SGDM":"Sprott Gold Miners ETF","JNUG":"金矿指数二倍做多ETF","BAR":"GraniteShares Gold Shares","USG":"USCF Gold Strategy Plus Income Fund","RING":"iShares MSCI Global Gold Miners ETF","GDXD":"MicroSectors Gold Miners -3x Inverse Leveraged ETN","SPUU":"Direxion Daily S&P 500 Bull 2x Shares","JDST":"金矿指数二倍做空ETF","PHYS":"Sprott Physical Gold Trust","DGP":"二倍做多黄金ETN(PowerShares)","GDXJ":"小型黄金矿业ETF(Market Vectors)","GBUG":"Sprott Active Gold & Silver Miners ETF","GLL":"2倍做空黄金ETF-ProShares","SH":"做空标普500-Proshares","GOLY":"Strategy Shares Gold Enhanced Yield ETF","IAUM":"ISHARES GOLD TRUST MICRO","GDXU":"MicroSectors Gold Miners 3x Leveraged ETN","VUG":"成长股指数ETF-Vanguard MSCI","PICK":"iShares MSCI Global Metals & Mining Producers ETF","BTGD":"STKD Bitcoin & Gold ETF","XME":"金属与采矿指数ETF-SPDR","AAAU":"Goldman Sachs Physical Gold ETF",".SPX":"S&P 500 Index","DUST":"二倍做空黄金矿业指数ETF-Direxion","SPY":"标普500ETF","OUNZ":"VanEck Merk黄金股票基金","SCHG":"Schwab U.S. Large -Cap Growth ET","SCHX":"Schwab US Large-Cap ETF","DZZ":"德银黄金两倍做空ETN","GDXY":"YieldMax Gold Miners Option Income Strategy ETF","GLDM":"SPDR Gold MiniShares Trust","CEF":"Sprott Physical Gold & Silver Trust","VYM":"红利股ETF-Vanguard","UGL":"2倍做多黄金ETF-ProShares","SGOL":"Abrdn Gold ETF Trust","DULL":"MICROSECTORS GOLD -3X INVERSE LEVERAGED ETN","IAU":"黄金信托ETF-iShares","GLTR":"abrdn Physical Precious Metals Basket Shares ETF","VOO":"Vanguard标普500ETF","DBC":"商品指数ETF-PowerShares DB","UYM":"基础材料指数ETF-ProShares两倍做多","VOOG":"Vanguard标普500成长ETF","IAUI":"NEOS Gold High Income ETF","GSLC":"Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF","GOAU":"U.S. Global GO GOLD and Precious Metal Miners ETF","SHNY":"MICROSECTORS GOLD 3X LEVERAGED ETN","BEGS":"RAREVIEW 2X BULL CRYPTOCURRENCY & PRECIOUS METALS ETF"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2639640448","content_text":"Investors could be facing a scenario of double 10Ks by the end of the decade - 10,000 for the S&P 500 and $10,000 for gold - if a forecast by Yardeni Research plays out.\"Our long-term bullish stance on gold rests on the idea that the S&P 500 could rally to 10,000 by the end of the decade. We expect that along the way, investors will rebalance into other assets, including gold,\" Ed Yardeni, founder and president of financial research group, told clients in a note on Thursday.While the S&P 500 SPX and gold prices tend to be inversely correlated on a cyclical basis, over time, they march in the same direction together, so when the index hits 10,000, gold should do the same, said Yardeni.The Wall Street veteran also sees a more upbeat near-term picture, with gold shaking off the gloom it has gathered since the Iran war, and rallying once that conflict officially ends. He expects gold will reach $5,500 an ounce by the end of 2026, nearly a $1,000 gain from Friday's level of $4,553 an ounce.While the S&P 500 SPX has largely pushed aside the conflict to hit a string of record closes since a March 30 low, gold (GC00) has struggled to reclaim its peak of $5,318 an ounce reached in late January, he noted. Gold is up just 5% this year, after a spectacular rally of more than 70% in 2025.The commodity fell sharply in March to around $4,375 an ounce and rebounded through mid-April as a cease-fire held. But gold seems to be testing that March low, its 200-day moving average of $4,407 an ounce and an intermediate upward trend line, following a late Thursday report that Iran and the U.S. could be close to extending their cease-fire for 60 days, said Yardeni.\"The drop in prices since the end of January has put it back within an upward-trending channel that began in late 2023,\" and that support looks ready to hold, he said.Gold's wartime struggle has come as the dollar rose, which is bearish for gold, and some central banks had to sell reserves of the precious metal to support their currencies weighed down by higher oil prices. Yardeni expects the Federal Reserve will turn more hawkish on interest rates during the summer, which would stall a gold rally, but the end of the Iran conflict would should help diminish that impact.","news_type":1,"symbols_score_info":{"SHNY":1.5,"USG":1.5,"CEF":1.5,"VYM":1.5,"BEGS":1.5,"GDX":1.5,"PHYS":1.5,"UYM":1.5,"DGP":1.5,"SPUU":0.6,"GBUG":1.5,"DUST":1.5,"GDXJ":1.5,"BAR":1.5,".SPX":1.5,"GLL":1.5,"GSLC":0.6,"VOOG":1.5,"RING":1.5,"SGDM":1.5,"UGL":1.5,"IAUI":1.5,"SPY":1.5,"SH":0.6,"GLTR":1.5,"GOAU":1.5,"GOLY":1.5,"SCHX":0.6,"IAUM":1.5,"PICK":1.5,"VUG":1.5,"FGDL":1.5,"DULL":1.5,"VOO":1.5,"DZZ":1.5,"GDXD":1.5,"1OZmain":1.5,"GDXU":1.5,"GDXY":1.5,"XME":1.5,"GLDM":1.5,"IAU":1.5,"JNUG":1.5,"BTGD":1.5,"JDST":1.5,"SGOL":1.5,"OUNZ":1.5,"SCHG":1.5,"DBC":1.5,"AAAU":1.5}},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":569484934690096,"gmtCreate":1780040703646,"gmtModify":1780040705126,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/569484934690096","repostId":"2639649355","repostType":2,"repost":{"id":"2639649355","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1780038000,"share":"https://ttm.financial/m/news/2639649355?lang=en_US&edition=fundamental","pubTime":"2026-05-29 15:00","market":"us","language":"en","title":"The Chip Rally Has Gone Parabolic. It’s Time to Separate the Pillars From the Pretenders","url":"https://stock-news.laohu8.com/highlight/detail?id=2639649355","media":"Dow Jones","summary":"A furious rally has raised fears of a new bubble. If and when the party ends, five stocks will be left standing. They all remain undervalued.","content":"<html><head></head><body><p style=\"text-align: start;\">Chip stocks used to be the gritty part of the tech complex. In trading patterns and profit margins, they had more in common with cyclical commodities than software. But as with so many things, artificial intelligence changed everything. Almost overnight, chips became the accelerant for the technology—and the market.</p><p>Supply constraints compounded the excitement. During one stretch this spring, the SOX, or <a href=\"https://laohu8.com/S/SOX\">PHLX Semiconductor Sector Index</a>, rose for 18 straight days, for a gain of 47%. The index is up 80% since March 30, leading to worries about a new dot-com-style bubble with chips looking like the 2026 version of fiberoptic stocks.</p><p>Indeed, the gains have been indiscriminate. While <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> is up 30%, low-margin chip makers like <a href=\"https://laohu8.com/S/ON\">On Semiconductor</a> and <a href=\"https://laohu8.com/S/STM\">STMicroelectronics</a> have each risen 122%.</p><p style=\"text-align: start;\">These stocks trade at huge multiples of earnings, way above historical trends, while Nvidia looks cheap by any historical measure.</p><p style=\"text-align: start;\">“The multiples cannot all be accurate,” Gavin Baker, chief investment officer of Atreides Management, says of the wide range of price/earnings ratios across the AI landscape. “You have memory makers at low- to mid-single-digit P/Es, you have Nvidia at a low P/E, you have other accelerator companies at reasonable multiples. And then most everything else—power, cooling, optical, and semi-cap equipment—are at dramatically higher multiples.”</p><p style=\"text-align: start;\">The disconnect sets up an opportunity for investors. As the market corrects its math, the quality names should outperform. Investors should focus on <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>, <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a>, and, yes, $5 trillion Nvidia.</p><p>In the world of semiconductors, quality means having technological advantages that are durable and enable better products and high gross margins. Quality also means having nimble executives who can identify and react to changes in a fast-moving environment. Think Nvidia’s Jensen Huang and Broadcom’s Hock Tan. The quality focus becomes more important as subsidized Chinese manufacturers increase the supply of chips made using older technologies.</p><p style=\"text-align: start;\">All indications point to accelerating demand for AI computing. This year, the five so-called hyperscalers— <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, Google parent <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, and <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>—could combine to spend over three-quarters of a trillion dollars on AI data centers.</p><p style=\"text-align: start;\">Even after its massive expenditures, Microsoft recently said its cloud-computing capacity was so constrained that it had to forsake external cloud sales to run its own operations.</p><p style=\"text-align: start;\">But the demand trend is shifting, and investors need to pay attention to the nuances.</p><p style=\"text-align: start;\">Early in the AI boom, growth was tied to training new models, a slow, resource-intensive process. Now workloads are moving toward running those models, a process known as inference.</p><p style=\"text-align: start;\">The inference trend is being supercharged by the rise of AI agents, software that can use AI models to complete a complex series of tasks from a simple conversational prompt. Agents chew through computing at a rate no person could match. If predictions are correct, it won’t be too long before they outnumber humans on enterprise networks.</p><p>Nvidia already won the battle for training, but inference opens the door to new competition. Moreover, agents are software and run on traditional server central processing units, or CPUs, which should also see increasing demand in the coming years.</p><p style=\"text-align: start;\">Even AI can’t change the fundamentally cyclical nature of semiconductors, but it can—and will—lengthen the cycle. Right now, anyone close to the AI supply chain will tell you that the industry is nowhere close to satisfying demand. That’s why Micron Technology has seen its forward P/E multiple expand from an industrial-like single-digit figure. It’s still undervalued. So are the shares of Nvidia, AMD, Broadcom, and Taiwan Semi.</p><p style=\"text-align: start;\">Relative to expected earnings growth over the next two years, all five stocks trade at a PEG, or price-to-earnings growth ratio, of less than 0.6 times. By comparison, the S&amp;P 500 index fetches a two-year PEG of 1.</p><p style=\"text-align: start;\">All five companies are pillars of the new economy—ones that have lasting value and staying power, even as the momentum inevitably fades from the broader chip trade.</p><h2 id=\"id_2878308299\" style=\"text-align: start;\">The Leader</h2><p style=\"text-align: start;\">Nvidia has been developing hardware and software tools for AI computing for nearly two decades, giving it the pole position when generative AI caught fire. Adjusted earnings per share have grown from 33 cents in fiscal 2023 to $4.77 in fiscal 2026, which ended in January. Over the next two years—a critical period in the AI transition—Wall Street analysts expect Nvidia’s EPS to hit $12.37, giving the stock a P/E of 17 times.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/113b2092462b705fbfbaea186ff7ebb5\" tg-width=\"964\" tg-height=\"659\"/></p><p>Nvidia’s graphics processing unit (GPU) chips are the workhorses of AI computing, and they’re the company’s main source of sales. Just as important, though, is the company’s two-decade focus on AI bottlenecks.</p><p>Nvidia built a unique AI “stack” that layers in software and other types of chips. Its Vera Rubin AI servers, due to ship this year, have a total of five chips, each with a specific purpose.</p><p style=\"text-align: start;\">Nvidia remains undervalued by investors, perhaps because they misunderstand the company’s true data-center dominance. The chip maker is also the largest maker of networking chips for the data center. And it’s now making CPUs too.</p><p style=\"text-align: start;\">Nvidia recently said it would sell $20 billion in stand-alone data-center CPU chips this year, roughly the size of Intel’s own data-center business.</p><p style=\"text-align: start;\">Nvidia glues everything together with software called CUDA, short for “compute unified device architecture.” The company provides its customers with hundreds of free software libraries and AI models that receive regular updates.</p><p style=\"text-align: start;\">To be sure, Nvidia’s top customers would like to diversify their supply chains, and the shift to inference offers an opening. Inference is less demanding than model training, and non-Nvidia chips that thrive at the intense math work are finding a place in the data center. Amazon, Microsoft, Google, and Meta each make their own custom inference chip.</p><p style=\"text-align: start;\">Despite its early lead, Nvidia isn’t sitting still and continues to out-innovate everyone else. It has adopted a ticktock release schedule, with major architecture advances coming every two years and upgrades in the intervening years.</p><p>Nvidia has also fought back by using its newly loaded balance-sheet muscle. It has entered into a large licensing deal with an inference-chip start-up called Groq. In March, Huang laid out a vision of data centers where Nvidia’s GPU servers are deployed side by side with new Groq servers, working together on what each does best. Nvidia’s Groq servers are set to ship later this year, after Vera Rubin.</p><p style=\"text-align: start;\">It’s also taking stakes in a broad swath of AI start-ups. At the end of the first quarter, its private-equity investments were valued at $43 billion, up from $3.4 billion at the beginning of 2025. The company also owns 4.5% of Intel, 9% of CoreWeave, and 2.5% of Synopsys.</p><p style=\"text-align: start;\">And there’s something for shareholders too. Nvidia has bought back $85 billion in shares in the past two years, and this past month it increased its quarterly dividend from one penny to an almost respectable 25 cents.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/444f97593a87dff8f04aa552f0caa103\" tg-width=\"1465\" tg-height=\"834\"/></p><p>Heaping praise on Nvidia doesn’t mean there isn’t room for other chip makers to be part of the AI investment boom. BofA Securities analyst Vivek Arya estimates that Nvidia has a durable 70% share of the AI chip market.</p><p style=\"text-align: start;\">In a massive market, that leaves big opportunities for other firms, particularly AMD and Broadcom, which are smaller companies with more room to grow. They are being lifted by the same tailwinds as Nvidia, and they are a hedge against Nvidia market share loss.</p><h2 id=\"id_2457841397\" style=\"text-align: start;\">The Comeback Queen</h2><p style=\"text-align: start;\">A perpetual No. 2, AMD has changed the narrative under CEO Lisa Su. In the data center, AMD has caught up to Intel in CPU chips, and it’s making a play to challenge Nvidia in GPUs.</p><p>While AMD shares Nvidia’s roots in GPUs for gaming, AMD never made a meaningful effort to compete in the data center until recently. When the AI boom began, it was far behind.</p><p style=\"text-align: start;\">Now AMD has turned its data-center GPUs into a multibillion-dollar business, including recent deals with Meta and OpenAI, which are set to drive future sales.</p><p style=\"text-align: start;\">AMD is even more competitive when it comes to CPUs for servers. As Intel’s technical woes grew over the past decade, AMD leaned into architectural breakthroughs and an asset-light manufacturing strategy. It now has a 40% share in the market, the company says.</p><p style=\"text-align: start;\">AMD recently doubled its estimate for the data-center CPU market to $120 billion by 2030.</p><p style=\"text-align: start;\">“These results mark a clear inflection in our growth trajectory and a structural shift in our business,” Su said during the company’s recent earnings call. “Data center is now the primary driver of our revenue and earnings growth.”</p><p style=\"text-align: start;\">Wall Street analysts expect AMD’s adjusted earnings per share to jump from $4.17 last year to $13.10 in 2027, a 77% annualized increase.</p><p>Investors have priced in much of the growth, with shares up 164% since March 30. At 40 times 2027 earnings, the P/E is richer than the other quality chip makers, but it’s by no means pricey given the growth.</p><h2 id=\"id_243781721\" style=\"text-align: start;\">The Custom Job</h2><p style=\"text-align: start;\">Like Nvidia and AMD, Broadcom is in position to benefit from multiple high-end AI data-center chips. But it has a different path to success, partnering with some of tech’s largest companies.</p><p style=\"text-align: start;\">A decade ago, as Google’s AI ambitions grew, the company ran into a now familiar problem: Nvidia GPUs were expensive and hard to get. Google developed an in-house alternative, the Tensor Processing Unit, or TPU, which could quickly accomplish the complex math of AI.</p><p style=\"text-align: start;\">Broadcom has been Google’s chip-design partner from the start, and the TPU is on its eighth generation. Google uses the chips for its own AI needs and rents them out in the cloud. Start-up Anthropic is a major customer. Google recently hooked up with Blackstone to create a joint venture that will specialize in renting TPUs out in the cloud.</p><p style=\"text-align: start;\">Today, Broadcom is the go-to partner for similar custom chips. It has publicly talked about deals with Meta and OpenAI in addition to Google. In total, Broadcom counts six customers for custom AI chips.</p><p style=\"text-align: start;\">Broadcom has long been strong in networking chips, another big part of its AI opportunity.</p><p style=\"text-align: start;\">Total AI chip sales doubled in the latest quarter. The company is targeting $100 billion in 2027. The board is betting a lot on Tan. The CEO stands to receive 1.8 million shares, worth about $750 million today, if Broadcom’s AI revenue hits $120 billion by the end of fiscal 2030.</p><p style=\"text-align: start;\">Wall Street sees Tan easily hitting that target, with semiconductor revenue projected to be $132 billion in fiscal 2027. Earnings are set to grow an annualized 63% over the next two years, to $18.17 by 2027. The stock fetches a 2027 P/E of 23.</p><h2 id=\"id_1230413362\" style=\"text-align: start;\">The Chip Factory</h2><p style=\"text-align: start;\">All of the chips mentioned above, with one exception, have something in common: They are made by Taiwan Semiconductor Manufacturing.</p><p style=\"text-align: start;\">Taiwan Semi has been the leader in chip manufacturing for years, spurred by its work for Apple, which began using TSMC to make its in-house chips starting in 2014. The so-called fabless chip model is now the industry standard. Chip makers can focus on designing the best chips, while avoiding the costly and messy business of actually producing them.</p><p style=\"text-align: start;\">Taiwan Semi, meanwhile, can specialize in building the best factories with the most advanced manufacturing. The company is wisely conservative with its plans, refusing to overbuild.</p><p style=\"text-align: start;\">The combination means high margins for Taiwan Semi and its customers—everyone wins.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/01735cbfdd9186108a41f6b1e202d2a1\" tg-width=\"970\" tg-height=\"657\"/></p><p>The strategy has paid off in the form of consistent growth, even in a highly cyclical business. Taiwan Semi’s earnings have slipped just twice in the last 14 years. EPS has doubled over the past two years, and analysts expect it to grow another 90% by 2027. The stock trades at 21 times 2027 projected earnings.</p><p style=\"text-align: start;\">Geopolitics is a known risk for Taiwan Semi, given the possibility. The company has added factories in other countries like the U.S. and Japan, but 80% of its long-term assets are still in Taiwan.</p><h2 id=\"id_867626236\" style=\"text-align: start;\">The Memory Maker</h2><p style=\"text-align: start;\">Memory chips have long been a commoditized part of the semi industry, directly exposed to consumer demand, which leads to sharp fluctuations in inventories and prices. The down-cycle of 2023 was particularly brutal, leaving Micron with a negative gross margin for four consecutive quarters.</p><p style=\"text-align: start;\">But the latest memory cycle is being driven by an investment boom, not consumer demand. Because of the beating they took in 2023, Micron and rivals—Korea-based SK Hynix and Samsung Electronics—held back on committing capital to another expansion. Now, supply is the tightest it’s ever been and memory prices have skyrocketed. New memory factories aren’t slated to come online until the middle of next year, and the logjam may not clear until 2028.</p><p style=\"text-align: start;\">Meanwhile, Micron and its peers are in uncharted territory. The company saw 196% year-over-year sales growth with a 74% gross margin in the most recent quarter. It guided to even better performance in the current quarter. Analysts think that adjusted EPS will grow from $8.29 to over $100 in fiscal 2027, which ends in August. Because of its highly cyclical earnings, Micron has always had a low forward P/E. At a recent $924, the stock is trading at just nine times 2027 EPS.</p><p style=\"text-align: start;\">However long this cycle lasts for Micron, management is being opportunistic and using the cash flow to clean up the company’s balance sheet. Over the last three quarters, debt has been reduced by 33%. The company is also buying back shares for the first time since 2022.</p><h2 id=\"id_101660518\" style=\"text-align: start;\">This Too Will End</h2><p style=\"text-align: start;\">Nothing lasts forever and that’s especially true in the chip business. Data centers are still being held back by energy, land, and building constraints. And opposition to massive complexes is growing, part of an overall backlash against AI in the U.S. and elsewhere. In a March Gallup poll, 71% of U.S. respondents opposed the local construction of data centers.</p><p style=\"text-align: start;\">War in the Middle East is crimping the supply of energy and much-needed helium. The conflict is also driving up long-term interest rates, increasing the cost of capital for data-center investments.</p><p style=\"text-align: start;\">These headwinds could cut the chip rally short—making it all the more important for investors to be discriminating in their stock-picking. Quality always shines. Years into the AI rally, it’s more important than ever.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The Chip Rally Has Gone Parabolic. It’s Time to Separate the Pillars From the Pretenders</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe Chip Rally Has Gone Parabolic. It’s Time to Separate the Pillars From the Pretenders\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-29 15:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Chip stocks used to be the gritty part of the tech complex. In trading patterns and profit margins, they had more in common with cyclical commodities than software. But as with so many things, artificial intelligence changed everything. Almost overnight, chips became the accelerant for the technology—and the market.</p><p>Supply constraints compounded the excitement. During one stretch this spring, the SOX, or <a href=\"https://laohu8.com/S/SOX\">PHLX Semiconductor Sector Index</a>, rose for 18 straight days, for a gain of 47%. The index is up 80% since March 30, leading to worries about a new dot-com-style bubble with chips looking like the 2026 version of fiberoptic stocks.</p><p>Indeed, the gains have been indiscriminate. While <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> is up 30%, low-margin chip makers like <a href=\"https://laohu8.com/S/ON\">On Semiconductor</a> and <a href=\"https://laohu8.com/S/STM\">STMicroelectronics</a> have each risen 122%.</p><p style=\"text-align: start;\">These stocks trade at huge multiples of earnings, way above historical trends, while Nvidia looks cheap by any historical measure.</p><p style=\"text-align: start;\">“The multiples cannot all be accurate,” Gavin Baker, chief investment officer of Atreides Management, says of the wide range of price/earnings ratios across the AI landscape. “You have memory makers at low- to mid-single-digit P/Es, you have Nvidia at a low P/E, you have other accelerator companies at reasonable multiples. And then most everything else—power, cooling, optical, and semi-cap equipment—are at dramatically higher multiples.”</p><p style=\"text-align: start;\">The disconnect sets up an opportunity for investors. As the market corrects its math, the quality names should outperform. Investors should focus on <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>, <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>, <a href=\"https://laohu8.com/S/TSM\">Taiwan Semiconductor Manufacturing</a>, and, yes, $5 trillion Nvidia.</p><p>In the world of semiconductors, quality means having technological advantages that are durable and enable better products and high gross margins. Quality also means having nimble executives who can identify and react to changes in a fast-moving environment. Think Nvidia’s Jensen Huang and Broadcom’s Hock Tan. The quality focus becomes more important as subsidized Chinese manufacturers increase the supply of chips made using older technologies.</p><p style=\"text-align: start;\">All indications point to accelerating demand for AI computing. This year, the five so-called hyperscalers— <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>, Google parent <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a>, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, and <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>—could combine to spend over three-quarters of a trillion dollars on AI data centers.</p><p style=\"text-align: start;\">Even after its massive expenditures, Microsoft recently said its cloud-computing capacity was so constrained that it had to forsake external cloud sales to run its own operations.</p><p style=\"text-align: start;\">But the demand trend is shifting, and investors need to pay attention to the nuances.</p><p style=\"text-align: start;\">Early in the AI boom, growth was tied to training new models, a slow, resource-intensive process. Now workloads are moving toward running those models, a process known as inference.</p><p style=\"text-align: start;\">The inference trend is being supercharged by the rise of AI agents, software that can use AI models to complete a complex series of tasks from a simple conversational prompt. Agents chew through computing at a rate no person could match. If predictions are correct, it won’t be too long before they outnumber humans on enterprise networks.</p><p>Nvidia already won the battle for training, but inference opens the door to new competition. Moreover, agents are software and run on traditional server central processing units, or CPUs, which should also see increasing demand in the coming years.</p><p style=\"text-align: start;\">Even AI can’t change the fundamentally cyclical nature of semiconductors, but it can—and will—lengthen the cycle. Right now, anyone close to the AI supply chain will tell you that the industry is nowhere close to satisfying demand. That’s why Micron Technology has seen its forward P/E multiple expand from an industrial-like single-digit figure. It’s still undervalued. So are the shares of Nvidia, AMD, Broadcom, and Taiwan Semi.</p><p style=\"text-align: start;\">Relative to expected earnings growth over the next two years, all five stocks trade at a PEG, or price-to-earnings growth ratio, of less than 0.6 times. By comparison, the S&amp;P 500 index fetches a two-year PEG of 1.</p><p style=\"text-align: start;\">All five companies are pillars of the new economy—ones that have lasting value and staying power, even as the momentum inevitably fades from the broader chip trade.</p><h2 id=\"id_2878308299\" style=\"text-align: start;\">The Leader</h2><p style=\"text-align: start;\">Nvidia has been developing hardware and software tools for AI computing for nearly two decades, giving it the pole position when generative AI caught fire. Adjusted earnings per share have grown from 33 cents in fiscal 2023 to $4.77 in fiscal 2026, which ended in January. Over the next two years—a critical period in the AI transition—Wall Street analysts expect Nvidia’s EPS to hit $12.37, giving the stock a P/E of 17 times.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/113b2092462b705fbfbaea186ff7ebb5\" tg-width=\"964\" tg-height=\"659\"/></p><p>Nvidia’s graphics processing unit (GPU) chips are the workhorses of AI computing, and they’re the company’s main source of sales. Just as important, though, is the company’s two-decade focus on AI bottlenecks.</p><p>Nvidia built a unique AI “stack” that layers in software and other types of chips. Its Vera Rubin AI servers, due to ship this year, have a total of five chips, each with a specific purpose.</p><p style=\"text-align: start;\">Nvidia remains undervalued by investors, perhaps because they misunderstand the company’s true data-center dominance. The chip maker is also the largest maker of networking chips for the data center. And it’s now making CPUs too.</p><p style=\"text-align: start;\">Nvidia recently said it would sell $20 billion in stand-alone data-center CPU chips this year, roughly the size of Intel’s own data-center business.</p><p style=\"text-align: start;\">Nvidia glues everything together with software called CUDA, short for “compute unified device architecture.” The company provides its customers with hundreds of free software libraries and AI models that receive regular updates.</p><p style=\"text-align: start;\">To be sure, Nvidia’s top customers would like to diversify their supply chains, and the shift to inference offers an opening. Inference is less demanding than model training, and non-Nvidia chips that thrive at the intense math work are finding a place in the data center. Amazon, Microsoft, Google, and Meta each make their own custom inference chip.</p><p style=\"text-align: start;\">Despite its early lead, Nvidia isn’t sitting still and continues to out-innovate everyone else. It has adopted a ticktock release schedule, with major architecture advances coming every two years and upgrades in the intervening years.</p><p>Nvidia has also fought back by using its newly loaded balance-sheet muscle. It has entered into a large licensing deal with an inference-chip start-up called Groq. In March, Huang laid out a vision of data centers where Nvidia’s GPU servers are deployed side by side with new Groq servers, working together on what each does best. Nvidia’s Groq servers are set to ship later this year, after Vera Rubin.</p><p style=\"text-align: start;\">It’s also taking stakes in a broad swath of AI start-ups. At the end of the first quarter, its private-equity investments were valued at $43 billion, up from $3.4 billion at the beginning of 2025. The company also owns 4.5% of Intel, 9% of CoreWeave, and 2.5% of Synopsys.</p><p style=\"text-align: start;\">And there’s something for shareholders too. Nvidia has bought back $85 billion in shares in the past two years, and this past month it increased its quarterly dividend from one penny to an almost respectable 25 cents.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/444f97593a87dff8f04aa552f0caa103\" tg-width=\"1465\" tg-height=\"834\"/></p><p>Heaping praise on Nvidia doesn’t mean there isn’t room for other chip makers to be part of the AI investment boom. BofA Securities analyst Vivek Arya estimates that Nvidia has a durable 70% share of the AI chip market.</p><p style=\"text-align: start;\">In a massive market, that leaves big opportunities for other firms, particularly AMD and Broadcom, which are smaller companies with more room to grow. They are being lifted by the same tailwinds as Nvidia, and they are a hedge against Nvidia market share loss.</p><h2 id=\"id_2457841397\" style=\"text-align: start;\">The Comeback Queen</h2><p style=\"text-align: start;\">A perpetual No. 2, AMD has changed the narrative under CEO Lisa Su. In the data center, AMD has caught up to Intel in CPU chips, and it’s making a play to challenge Nvidia in GPUs.</p><p>While AMD shares Nvidia’s roots in GPUs for gaming, AMD never made a meaningful effort to compete in the data center until recently. When the AI boom began, it was far behind.</p><p style=\"text-align: start;\">Now AMD has turned its data-center GPUs into a multibillion-dollar business, including recent deals with Meta and OpenAI, which are set to drive future sales.</p><p style=\"text-align: start;\">AMD is even more competitive when it comes to CPUs for servers. As Intel’s technical woes grew over the past decade, AMD leaned into architectural breakthroughs and an asset-light manufacturing strategy. It now has a 40% share in the market, the company says.</p><p style=\"text-align: start;\">AMD recently doubled its estimate for the data-center CPU market to $120 billion by 2030.</p><p style=\"text-align: start;\">“These results mark a clear inflection in our growth trajectory and a structural shift in our business,” Su said during the company’s recent earnings call. “Data center is now the primary driver of our revenue and earnings growth.”</p><p style=\"text-align: start;\">Wall Street analysts expect AMD’s adjusted earnings per share to jump from $4.17 last year to $13.10 in 2027, a 77% annualized increase.</p><p>Investors have priced in much of the growth, with shares up 164% since March 30. At 40 times 2027 earnings, the P/E is richer than the other quality chip makers, but it’s by no means pricey given the growth.</p><h2 id=\"id_243781721\" style=\"text-align: start;\">The Custom Job</h2><p style=\"text-align: start;\">Like Nvidia and AMD, Broadcom is in position to benefit from multiple high-end AI data-center chips. But it has a different path to success, partnering with some of tech’s largest companies.</p><p style=\"text-align: start;\">A decade ago, as Google’s AI ambitions grew, the company ran into a now familiar problem: Nvidia GPUs were expensive and hard to get. Google developed an in-house alternative, the Tensor Processing Unit, or TPU, which could quickly accomplish the complex math of AI.</p><p style=\"text-align: start;\">Broadcom has been Google’s chip-design partner from the start, and the TPU is on its eighth generation. Google uses the chips for its own AI needs and rents them out in the cloud. Start-up Anthropic is a major customer. Google recently hooked up with Blackstone to create a joint venture that will specialize in renting TPUs out in the cloud.</p><p style=\"text-align: start;\">Today, Broadcom is the go-to partner for similar custom chips. It has publicly talked about deals with Meta and OpenAI in addition to Google. In total, Broadcom counts six customers for custom AI chips.</p><p style=\"text-align: start;\">Broadcom has long been strong in networking chips, another big part of its AI opportunity.</p><p style=\"text-align: start;\">Total AI chip sales doubled in the latest quarter. The company is targeting $100 billion in 2027. The board is betting a lot on Tan. The CEO stands to receive 1.8 million shares, worth about $750 million today, if Broadcom’s AI revenue hits $120 billion by the end of fiscal 2030.</p><p style=\"text-align: start;\">Wall Street sees Tan easily hitting that target, with semiconductor revenue projected to be $132 billion in fiscal 2027. Earnings are set to grow an annualized 63% over the next two years, to $18.17 by 2027. The stock fetches a 2027 P/E of 23.</p><h2 id=\"id_1230413362\" style=\"text-align: start;\">The Chip Factory</h2><p style=\"text-align: start;\">All of the chips mentioned above, with one exception, have something in common: They are made by Taiwan Semiconductor Manufacturing.</p><p style=\"text-align: start;\">Taiwan Semi has been the leader in chip manufacturing for years, spurred by its work for Apple, which began using TSMC to make its in-house chips starting in 2014. The so-called fabless chip model is now the industry standard. Chip makers can focus on designing the best chips, while avoiding the costly and messy business of actually producing them.</p><p style=\"text-align: start;\">Taiwan Semi, meanwhile, can specialize in building the best factories with the most advanced manufacturing. The company is wisely conservative with its plans, refusing to overbuild.</p><p style=\"text-align: start;\">The combination means high margins for Taiwan Semi and its customers—everyone wins.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/01735cbfdd9186108a41f6b1e202d2a1\" tg-width=\"970\" tg-height=\"657\"/></p><p>The strategy has paid off in the form of consistent growth, even in a highly cyclical business. Taiwan Semi’s earnings have slipped just twice in the last 14 years. EPS has doubled over the past two years, and analysts expect it to grow another 90% by 2027. The stock trades at 21 times 2027 projected earnings.</p><p style=\"text-align: start;\">Geopolitics is a known risk for Taiwan Semi, given the possibility. The company has added factories in other countries like the U.S. and Japan, but 80% of its long-term assets are still in Taiwan.</p><h2 id=\"id_867626236\" style=\"text-align: start;\">The Memory Maker</h2><p style=\"text-align: start;\">Memory chips have long been a commoditized part of the semi industry, directly exposed to consumer demand, which leads to sharp fluctuations in inventories and prices. The down-cycle of 2023 was particularly brutal, leaving Micron with a negative gross margin for four consecutive quarters.</p><p style=\"text-align: start;\">But the latest memory cycle is being driven by an investment boom, not consumer demand. Because of the beating they took in 2023, Micron and rivals—Korea-based SK Hynix and Samsung Electronics—held back on committing capital to another expansion. Now, supply is the tightest it’s ever been and memory prices have skyrocketed. New memory factories aren’t slated to come online until the middle of next year, and the logjam may not clear until 2028.</p><p style=\"text-align: start;\">Meanwhile, Micron and its peers are in uncharted territory. The company saw 196% year-over-year sales growth with a 74% gross margin in the most recent quarter. It guided to even better performance in the current quarter. Analysts think that adjusted EPS will grow from $8.29 to over $100 in fiscal 2027, which ends in August. Because of its highly cyclical earnings, Micron has always had a low forward P/E. At a recent $924, the stock is trading at just nine times 2027 EPS.</p><p style=\"text-align: start;\">However long this cycle lasts for Micron, management is being opportunistic and using the cash flow to clean up the company’s balance sheet. Over the last three quarters, debt has been reduced by 33%. The company is also buying back shares for the first time since 2022.</p><h2 id=\"id_101660518\" style=\"text-align: start;\">This Too Will End</h2><p style=\"text-align: start;\">Nothing lasts forever and that’s especially true in the chip business. Data centers are still being held back by energy, land, and building constraints. And opposition to massive complexes is growing, part of an overall backlash against AI in the U.S. and elsewhere. In a March Gallup poll, 71% of U.S. respondents opposed the local construction of data centers.</p><p style=\"text-align: start;\">War in the Middle East is crimping the supply of energy and much-needed helium. The conflict is also driving up long-term interest rates, increasing the cost of capital for data-center investments.</p><p style=\"text-align: start;\">These headwinds could cut the chip rally short—making it all the more important for investors to be discriminating in their stock-picking. Quality always shines. Years into the AI rally, it’s more important than ever.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","07788":"南方两倍做多英伟达","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","HK0000532082.HKD":"ALLIANZ SELECTION INCOME AND GROWTH \"AM\" (HKD) INC","BK4605":"半导体精选","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","MU":"美光科技","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","BK4608":"AI应用概念股","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","2NVD.UK":"2X NVIDIA ETP","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","HK0000819398.USD":"BLACKROCK PREMIER SYSTEMATIC GLOBAL EQUITY HIGH INCOME FUND A10 (USD)INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","3NVD.UK":"LS 3X NVIDIA","TSMG":"2倍做多TSM ETF- Leverage Shares","MUD":"1倍做空MU ETF-Direxion","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0143551892.USD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A\" (USD) ACC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","ANV":"GraniteShares Autocallable NVDA ETF","MULL":"2倍做多MU ETF-GraniteShares","IE00BYV24P56.USD":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (USD) ACC","LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU2394011477.USD":"JPMORGAN CLIMATE CHANGE SOLUTIONS \"A\" (USD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","TSMU":"2倍做多TSM ETF-GraniteShares","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) INC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","TSMX":"2倍做多TSM ETF-Direxion","LU2999663052.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A4P\" (SGD) INC","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","TSMY":"TSM期权收益策略ETF-YieldMax","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - 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In trading patterns and profit margins, they had more in common with cyclical commodities than software. But as with so many things, artificial intelligence changed everything. Almost overnight, chips became the accelerant for the technology—and the market.Supply constraints compounded the excitement. During one stretch this spring, the SOX, or PHLX Semiconductor Sector Index, rose for 18 straight days, for a gain of 47%. The index is up 80% since March 30, leading to worries about a new dot-com-style bubble with chips looking like the 2026 version of fiberoptic stocks.Indeed, the gains have been indiscriminate. While Nvidia is up 30%, low-margin chip makers like On Semiconductor and STMicroelectronics have each risen 122%.These stocks trade at huge multiples of earnings, way above historical trends, while Nvidia looks cheap by any historical measure.“The multiples cannot all be accurate,” Gavin Baker, chief investment officer of Atreides Management, says of the wide range of price/earnings ratios across the AI landscape. “You have memory makers at low- to mid-single-digit P/Es, you have Nvidia at a low P/E, you have other accelerator companies at reasonable multiples. And then most everything else—power, cooling, optical, and semi-cap equipment—are at dramatically higher multiples.”The disconnect sets up an opportunity for investors. As the market corrects its math, the quality names should outperform. Investors should focus on Advanced Micro Devices, Broadcom, Taiwan Semiconductor Manufacturing, and, yes, $5 trillion Nvidia.In the world of semiconductors, quality means having technological advantages that are durable and enable better products and high gross margins. Quality also means having nimble executives who can identify and react to changes in a fast-moving environment. Think Nvidia’s Jensen Huang and Broadcom’s Hock Tan. The quality focus becomes more important as subsidized Chinese manufacturers increase the supply of chips made using older technologies.All indications point to accelerating demand for AI computing. This year, the five so-called hyperscalers— Microsoft, Amazon.com, Google parent Alphabet, Meta Platforms, and Oracle—could combine to spend over three-quarters of a trillion dollars on AI data centers.Even after its massive expenditures, Microsoft recently said its cloud-computing capacity was so constrained that it had to forsake external cloud sales to run its own operations.But the demand trend is shifting, and investors need to pay attention to the nuances.Early in the AI boom, growth was tied to training new models, a slow, resource-intensive process. Now workloads are moving toward running those models, a process known as inference.The inference trend is being supercharged by the rise of AI agents, software that can use AI models to complete a complex series of tasks from a simple conversational prompt. Agents chew through computing at a rate no person could match. If predictions are correct, it won’t be too long before they outnumber humans on enterprise networks.Nvidia already won the battle for training, but inference opens the door to new competition. Moreover, agents are software and run on traditional server central processing units, or CPUs, which should also see increasing demand in the coming years.Even AI can’t change the fundamentally cyclical nature of semiconductors, but it can—and will—lengthen the cycle. Right now, anyone close to the AI supply chain will tell you that the industry is nowhere close to satisfying demand. That’s why Micron Technology has seen its forward P/E multiple expand from an industrial-like single-digit figure. It’s still undervalued. So are the shares of Nvidia, AMD, Broadcom, and Taiwan Semi.Relative to expected earnings growth over the next two years, all five stocks trade at a PEG, or price-to-earnings growth ratio, of less than 0.6 times. By comparison, the S&P 500 index fetches a two-year PEG of 1.All five companies are pillars of the new economy—ones that have lasting value and staying power, even as the momentum inevitably fades from the broader chip trade.The LeaderNvidia has been developing hardware and software tools for AI computing for nearly two decades, giving it the pole position when generative AI caught fire. Adjusted earnings per share have grown from 33 cents in fiscal 2023 to $4.77 in fiscal 2026, which ended in January. Over the next two years—a critical period in the AI transition—Wall Street analysts expect Nvidia’s EPS to hit $12.37, giving the stock a P/E of 17 times.Nvidia’s graphics processing unit (GPU) chips are the workhorses of AI computing, and they’re the company’s main source of sales. Just as important, though, is the company’s two-decade focus on AI bottlenecks.Nvidia built a unique AI “stack” that layers in software and other types of chips. Its Vera Rubin AI servers, due to ship this year, have a total of five chips, each with a specific purpose.Nvidia remains undervalued by investors, perhaps because they misunderstand the company’s true data-center dominance. The chip maker is also the largest maker of networking chips for the data center. And it’s now making CPUs too.Nvidia recently said it would sell $20 billion in stand-alone data-center CPU chips this year, roughly the size of Intel’s own data-center business.Nvidia glues everything together with software called CUDA, short for “compute unified device architecture.” The company provides its customers with hundreds of free software libraries and AI models that receive regular updates.To be sure, Nvidia’s top customers would like to diversify their supply chains, and the shift to inference offers an opening. Inference is less demanding than model training, and non-Nvidia chips that thrive at the intense math work are finding a place in the data center. Amazon, Microsoft, Google, and Meta each make their own custom inference chip.Despite its early lead, Nvidia isn’t sitting still and continues to out-innovate everyone else. It has adopted a ticktock release schedule, with major architecture advances coming every two years and upgrades in the intervening years.Nvidia has also fought back by using its newly loaded balance-sheet muscle. It has entered into a large licensing deal with an inference-chip start-up called Groq. In March, Huang laid out a vision of data centers where Nvidia’s GPU servers are deployed side by side with new Groq servers, working together on what each does best. Nvidia’s Groq servers are set to ship later this year, after Vera Rubin.It’s also taking stakes in a broad swath of AI start-ups. At the end of the first quarter, its private-equity investments were valued at $43 billion, up from $3.4 billion at the beginning of 2025. The company also owns 4.5% of Intel, 9% of CoreWeave, and 2.5% of Synopsys.And there’s something for shareholders too. Nvidia has bought back $85 billion in shares in the past two years, and this past month it increased its quarterly dividend from one penny to an almost respectable 25 cents.Heaping praise on Nvidia doesn’t mean there isn’t room for other chip makers to be part of the AI investment boom. BofA Securities analyst Vivek Arya estimates that Nvidia has a durable 70% share of the AI chip market.In a massive market, that leaves big opportunities for other firms, particularly AMD and Broadcom, which are smaller companies with more room to grow. They are being lifted by the same tailwinds as Nvidia, and they are a hedge against Nvidia market share loss.The Comeback QueenA perpetual No. 2, AMD has changed the narrative under CEO Lisa Su. In the data center, AMD has caught up to Intel in CPU chips, and it’s making a play to challenge Nvidia in GPUs.While AMD shares Nvidia’s roots in GPUs for gaming, AMD never made a meaningful effort to compete in the data center until recently. When the AI boom began, it was far behind.Now AMD has turned its data-center GPUs into a multibillion-dollar business, including recent deals with Meta and OpenAI, which are set to drive future sales.AMD is even more competitive when it comes to CPUs for servers. As Intel’s technical woes grew over the past decade, AMD leaned into architectural breakthroughs and an asset-light manufacturing strategy. It now has a 40% share in the market, the company says.AMD recently doubled its estimate for the data-center CPU market to $120 billion by 2030.“These results mark a clear inflection in our growth trajectory and a structural shift in our business,” Su said during the company’s recent earnings call. “Data center is now the primary driver of our revenue and earnings growth.”Wall Street analysts expect AMD’s adjusted earnings per share to jump from $4.17 last year to $13.10 in 2027, a 77% annualized increase.Investors have priced in much of the growth, with shares up 164% since March 30. At 40 times 2027 earnings, the P/E is richer than the other quality chip makers, but it’s by no means pricey given the growth.The Custom JobLike Nvidia and AMD, Broadcom is in position to benefit from multiple high-end AI data-center chips. But it has a different path to success, partnering with some of tech’s largest companies.A decade ago, as Google’s AI ambitions grew, the company ran into a now familiar problem: Nvidia GPUs were expensive and hard to get. Google developed an in-house alternative, the Tensor Processing Unit, or TPU, which could quickly accomplish the complex math of AI.Broadcom has been Google’s chip-design partner from the start, and the TPU is on its eighth generation. Google uses the chips for its own AI needs and rents them out in the cloud. Start-up Anthropic is a major customer. Google recently hooked up with Blackstone to create a joint venture that will specialize in renting TPUs out in the cloud.Today, Broadcom is the go-to partner for similar custom chips. It has publicly talked about deals with Meta and OpenAI in addition to Google. In total, Broadcom counts six customers for custom AI chips.Broadcom has long been strong in networking chips, another big part of its AI opportunity.Total AI chip sales doubled in the latest quarter. The company is targeting $100 billion in 2027. The board is betting a lot on Tan. The CEO stands to receive 1.8 million shares, worth about $750 million today, if Broadcom’s AI revenue hits $120 billion by the end of fiscal 2030.Wall Street sees Tan easily hitting that target, with semiconductor revenue projected to be $132 billion in fiscal 2027. Earnings are set to grow an annualized 63% over the next two years, to $18.17 by 2027. The stock fetches a 2027 P/E of 23.The Chip FactoryAll of the chips mentioned above, with one exception, have something in common: They are made by Taiwan Semiconductor Manufacturing.Taiwan Semi has been the leader in chip manufacturing for years, spurred by its work for Apple, which began using TSMC to make its in-house chips starting in 2014. The so-called fabless chip model is now the industry standard. Chip makers can focus on designing the best chips, while avoiding the costly and messy business of actually producing them.Taiwan Semi, meanwhile, can specialize in building the best factories with the most advanced manufacturing. The company is wisely conservative with its plans, refusing to overbuild.The combination means high margins for Taiwan Semi and its customers—everyone wins.The strategy has paid off in the form of consistent growth, even in a highly cyclical business. Taiwan Semi’s earnings have slipped just twice in the last 14 years. EPS has doubled over the past two years, and analysts expect it to grow another 90% by 2027. The stock trades at 21 times 2027 projected earnings.Geopolitics is a known risk for Taiwan Semi, given the possibility. The company has added factories in other countries like the U.S. and Japan, but 80% of its long-term assets are still in Taiwan.The Memory MakerMemory chips have long been a commoditized part of the semi industry, directly exposed to consumer demand, which leads to sharp fluctuations in inventories and prices. The down-cycle of 2023 was particularly brutal, leaving Micron with a negative gross margin for four consecutive quarters.But the latest memory cycle is being driven by an investment boom, not consumer demand. Because of the beating they took in 2023, Micron and rivals—Korea-based SK Hynix and Samsung Electronics—held back on committing capital to another expansion. Now, supply is the tightest it’s ever been and memory prices have skyrocketed. New memory factories aren’t slated to come online until the middle of next year, and the logjam may not clear until 2028.Meanwhile, Micron and its peers are in uncharted territory. The company saw 196% year-over-year sales growth with a 74% gross margin in the most recent quarter. It guided to even better performance in the current quarter. Analysts think that adjusted EPS will grow from $8.29 to over $100 in fiscal 2027, which ends in August. Because of its highly cyclical earnings, Micron has always had a low forward P/E. At a recent $924, the stock is trading at just nine times 2027 EPS.However long this cycle lasts for Micron, management is being opportunistic and using the cash flow to clean up the company’s balance sheet. Over the last three quarters, debt has been reduced by 33%. The company is also buying back shares for the first time since 2022.This Too Will EndNothing lasts forever and that’s especially true in the chip business. Data centers are still being held back by energy, land, and building constraints. And opposition to massive complexes is growing, part of an overall backlash against AI in the U.S. and elsewhere. In a March Gallup poll, 71% of U.S. respondents opposed the local construction of data centers.War in the Middle East is crimping the supply of energy and much-needed helium. The conflict is also driving up long-term interest rates, increasing the cost of capital for data-center investments.These headwinds could cut the chip rally short—making it all the more important for investors to be discriminating in their stock-picking. Quality always shines. Years into the AI rally, it’s more important than ever.","news_type":1,"symbols_score_info":{"ANV":0.6,"NVD3.UK":0.6,"AMUU":0.6,"TSMX":0.6,"STSM":0.6,"AMDS":0.6,"AMDD":0.6,"NVDS":0.6,"AMDL":0.6,"NVDU":0.6,"DAMD":0.6,"AMD":1.93,"07788":0.6,"TSMZ":0.6,"NVDO":0.6,"AMDW":0.6,"NVDY":0.6,"NVDQ":0.6,"TSMY":0.6,"SNVD.UK":0.6,"NVYY":0.6,"MU":1.85,"NVD2.UK":0.6,"NVIW.SI":0.6,"MUU":0.6,"AVGG":0.6,"NVDD":0.6,"NVDL":0.6,"AVGU":0.6,"TSMU":0.6,"AVL":0.6,"NVDA":1.98,"NVDB":0.6,"AMDU":0.6,"AVGX":0.6,"TSMG":0.6,"AMDY":0.6,"NVDS.UK":0.6,"2NVD.UK":0.6,"NVD":0.6,"NVDW":0.6,"AVS":0.6,"NVII":0.6,"TSM":1.86,"MULL":0.6,"AMYY":0.6,"DIPS":0.6,"AMDG":0.6,"AVGW":0.6,"NVDG":0.6,"AVGO":1.89,"3NVD.UK":0.6,"07388":0.6,"MUD":0.6,"03145":0.6,"NVDX":0.6}},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":568854069576064,"gmtCreate":1779886595929,"gmtModify":1779886598747,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/568854069576064","repostId":"2638017815","repostType":2,"repost":{"id":"2638017815","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1779879060,"share":"https://ttm.financial/m/news/2638017815?lang=en_US&edition=fundamental","pubTime":"2026-05-27 18:51","market":"nz","language":"en","title":"Micron Surge Shows AI Euphoria Is Entering New Stage -- And That's Dangerous -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2638017815","media":"Dow Jones","summary":"The most dangerous words in investing are \"This time it's different,\" warned celebrated fund manager John Templeton. But the market looks convinced that artificial intelligence really is set to break the cycle for chips and other hardware stocks.Look no further than Micron Technology. The memory-chip maker's share price surged 19% to close at a market valuation of more than $1 trillion on Tuesday. The trigger appeared to be a positive note from UBS arguing Micron's traditionally low price-to-earnings ratio, due to its tendency to go through boom-and-bust cycles, was now outdated as it locks in long-term deals.Strangely, despite its more than eightfold rise over the past year, Micron still looks cheap at less than 10 times forward earnings. If memory chips are really no longer cyclical, why shouldn't it trade in line with Nvidia's 22 times forward multiple, or even Advanced Micro Devices' 52 times?The discrepancy suggests Micron's memory chips are seen as a commodity, largely interchang","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  The most dangerous words in investing are \"This time it's different,\" warned celebrated fund manager John Templeton. But the market looks convinced that artificial intelligence really is set to break the cycle for chips and other hardware stocks. \n</p>\n<p>\n  Look no further than Micron Technology. The memory-chip maker's share price surged 19% to close at a market valuation of more than $1 trillion on Tuesday. The trigger appeared to be a positive note from UBS arguing Micron's traditionally low price-to-earnings ratio, due to its tendency to go through boom-and-bust cycles, was now outdated as it locks in long-term deals. \n</p>\n<p>\n  Strangely, despite its more than eightfold rise over the past year, Micron still looks cheap at less than 10 times forward earnings. If memory chips are really no longer cyclical, why shouldn't it trade in line with <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>'s 22 times forward multiple, or even Advanced Micro Devices' 52 times? \n</p>\n<p>\n  The discrepancy suggests Micron's memory chips are seen as a commodity, largely interchangeable with those of its South Korean rivals <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a> and <a href=\"https://laohu8.com/S/SSNGY\">Samsung Electronics</a>. But investors seem unsure if the same now applies to Nvidia, while becoming euphoric about stocks in areas such as power chips, optical-networking, and central-processing units. \n</p>\n<p>\n  If Micron's new valuation still suggests some caution, that might not be a bad thing. Analysts at Raymond James estimate AI customers are spending tens of billions on services, but infrastructure companies are counting on about $500 billion in revenue. They calculate customers will have to spend more than $1 trillion annually to justify the current AI buildout. \n</p>\n<p>\n  \"It's hard to find any example of a capital spending boom as large, fast, narrow, and privately funded, as AI spending has been, that hasn't ended in a bust period historically,\" the Raymond James analysts wrote. \n</p>\n<p>\n  Ultimately, it all comes back to Templeton's four dangerous words. \n</p>\n<p>\n  -- Adam Clark \n</p>\n<p>\n  Get more of the journalism you love. Choose Barron's as a preferred source in Google. \n</p>\n<p>\n  Micron Reaches $1 Trillion Market Value. What's Fueling Momentum. \n</p>\n<p>\n  Micron Technology reached a fresh high and hit a $1 trillion market capitalization on Tuesday, according to Dow Jones Market Data. Micron is investing $200 billion to expand manufacturing, including the nation's largest semiconductor factory. \n</p>\n<pre style=\"white-space: pre\">\n   -- President Donald Trump touted Micron during a public appearance in a New \n      York suburb over the weekend. Micron has said it would invest up to $100 \n      billion over 20 years to build the largest chip factory near Syracuse, \n      N.Y. It broke ground on the project earlier this year and is expected to \n      start production in 2030. \n \n   -- Tuesday's performance for Micron's stock was its largest one-day gain \n      since November 2011, and the $163 billion in market cap that it added is \n      about the size of Charles Schwab, according to Dow Jones Market Data. \n \n   -- Wall Street predicts further gains ahead. UBS analyst Timothy Arcuri \n      raised his target price on Micron's stock to $1,625 from $535, \n      reiterating a Buy rating. The target is based on a price-to-earnings \n      ratio of 15 times Arcuri's forecast for Micron's 2029 per-share \n      earnings. \n \n   -- Demand for memory chips has tightened supply. Until recently, companies \n      were wary of adding capacity out of concerns that a slowdown would come, \n      MarketWatch reported, adding that the concerns have allowed memory chip \n      makers to raise prices. Such chips could be undersupplied until halfway \n      through 2028, Acuri said. \n</pre>\n<p>\n  What's Next: At the same time, Apple shares appear headed for a breakout toward $5 trillion in market value, tied to its plans for blending artificial intelligence into its Siri assistant -- expected to be unveiled at the early June developers conference -- and the next wave of iPhones slated for release in the autumn. \n</p>\n<p>\n  -- Adam Clark and Martin Baccardax \n</p>\n<p>\n  Nvidia Unveils $150 Billion-a-Year Taiwan Investment \n</p>\n<p>\n  Nvidia brushed aside concerns about the vulnerability of Taiwan in the chip supply chain as it unveiled plans to spend $150 billion annually with Taiwanese suppliers. \n</p>\n<pre style=\"white-space: pre\">\n   -- Nvidia CEO Jensen Huang announced the huge spending plan at an event in \n      Taipei to celebrate the launch of the chip maker's new campus in Taiwan \n      on Wednesday. \n \n   -- Huang noted that Nvidia is already spending around $100 billion a year \n      annually in the country, the home of its most important supplier Taiwan \n      <a href=\"https://laohu8.com/S/688981\">Semiconductor Manufacturing</a>. He didn't give a time frame for the \n      increased investment. \n \n   -- The CEO is in Taiwan ahead of the Computex conference, the annual event \n      that acts as a showcase for the self-ruled island's technology industry \n      and a reminder of its vital place in global supply chains. \n \n   -- President Donald Trump suggested earlier this month he might use a $14 \n      billion package of U.S. arms for Taiwan that awaits his approval as a \n      \"negotiating chip\" with China. The comments were made after Trump's \n      summit with China's leader Xi Jinping. \n</pre>\n<p>\n  What's Next: Nvidia's vote of confidence is important amid persistent concerns that Beijing will make a military move against Taiwan, which it considers part of China. \n</p>\n<p>\n  -- Adam Clark \n</p>\n<p>\n  This Year's Biggest <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing</a> IPO Is Coming \n</p>\n<p>\n  Investors looking for a pure-play bet on quantum computing are about to get their biggest opportunity of the year. <a href=\"https://laohu8.com/S/QNT\">Quantinuum</a>, the quantum firm backed by industrial giant Honeywell, has set the terms for its initial public offering and valuation that could reach $12.7 billion. \n</p>\n<pre style=\"white-space: pre\">\n   -- The company plans to sell nearly 21.1 million shares at an expected price \n      range of $45 to $50 each, for net proceeds of $941.7 million at around \n      the midpoint. This would make Quantinuum the largest quantum company to \n      go public in 2026 so far. \n \n   -- Already, <a href=\"https://laohu8.com/S/INFQ\">Infleqtion</a>, Xanadu <a href=\"https://laohu8.com/S/QMCO\">Quantum</a> Technologies, and Horizon Quantum \n      went public through blank-check mergers. Infleqtion and Xanadu were \n      valued at $3.5 billion and $4.5 billion, respectively as of Tuesday while \n      Horizon's valuation had yet to touch $1 billion. \n \n   -- Quantinuum has benefited from a parent company with deep pockets, which \n      could explain why it's the only player taking the traditional IPO route \n      this year. For its less capitalized rivals, SPAC mergers provide a faster \n      and more accessible route to the public market. \n \n   -- The company, and quantum technology at large, recently received an \n      endorsement at the federal level. Last Thursday, it was named one of the \n      companies set to receive $100 million in funding under a push to bolster \n      the domestic quantum supply chain. \n</pre>\n<p>\n  What's Next: Quantinuum is debuting in a red-hot market. As Barron's previously reported, public listings have surged this year following a quiet 2025 spent laying the groundwork behind the scenes. \n</p>\n<p>\n  -- Mackenzie Tatananni \n</p>\n<p>\n  BP's Strategic Reset Faces Boardroom Turmoil With Chairman's Ouster \n</p>\n<p>\n  News that British energy giant BP has removed its chairman, Albert Manifold, came just as investors were settling into a strategic reset, with pressure to shift priorities pushed by outside activists. The move, citing governance and conduct concerns, comes as BP benefits from higher crude prices and stronger profits. \n</p>\n<pre style=\"white-space: pre\">\n   -- BP's American depositary receipts declined on Tuesday's news, but have \n      risen nearly 22% this year amid the Iran war, higher crude prices, and \n      volatile trading conditions. There has been optimism about BP's renewed \n      focus on fossil fuel businesses after abandoning a pivot toward renewable \n      energy. \n \n   -- Details were scant on Manifold's departure, and he couldn't be reached. \n      But Amanda Blanc, senior independent director at BP, said the board was \n      \"surprised and disappointed to learn of governance oversight and conduct \n      issues it deems unacceptable and has taken decisive action.\" \n \n   -- Ian Tyler will take over as interim chairman. Manifold oversaw the \n      selection of CEO Meg O'Neill in April, who assumed the role with a \n      mandate to focus on its fossil-fuel business. BP's board said it was \n      \"very impressed\" with O'Neill, and that she would continue as CEO. \n \n   -- The activist firm Elliott Management has built a 5% stake in BP since \n      last year after years of frustration with the company's strategy and \n      execution, arguing that BP suffered from chronic operational \n      underperformance and needed deeper change. \n</pre>\n<p>\n  What's Next: Citi analyst Alastair Syme notes that BP trades at 5.6 times trailing enterprise value to debt-adjusted cash flow -- a valuation multiple used for oil-and-gas companies -- assuming roughly $70 a barrel oil. That's a 5% discount to Shell and a 30% discount to continental European peers TotalEnergies and Eni. \n</p>\n<p>\n  -- Adam Clark, Laura Sanicola, and Janet H. Cho \n</p>\n<p>\n  Pope Leo Warns Against Harms of AI, Data Centers \n</p>\n<p>\n  Pope Leo XIV made an impassioned case against the harms of artificial intelligence and data centers, warning in a letter that the technology brought environmental and social threats, and adding his powerful voice to the burgeoning opposition and resistance that has helped quash billions of dollars' worth of projects this year. \n</p>\n<pre style=\"white-space: pre\">\n   -- The Pope called out the enormous drain on energy resources by artificial \n      intelligence, which not only requires electricity but water, \n      significantly influencing carbon dioxide emissions, and placing heavy \n      demands on natural resources. \"It is essential to develop more \n      sustainable technological solutions,\" he urged. \n \n   -- Privately held Compass Datacenters, backed by <a href=\"https://laohu8.com/S/BAM\">Brookfield Asset Management</a>, \n      last month withdrew its attempts to build an over 800-acre Virginia \n      campus after resistance and increasing regulations. AI proponents have \n      begun saying that AI opponents are being funded by outside sources. \n \n   -- But the sheer breadth of the opposition movement shows that concerns are \n</pre>\n<p>\n  (MORE TO FOLLOW) Dow Jones Newswires\n</p>\n<p>\n  May 27, 2026 06:51 ET (10:51 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Surge Shows AI Euphoria Is Entering New Stage -- And That's Dangerous -- Barrons.com</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 Surge Shows AI Euphoria Is Entering New Stage -- And That's Dangerous -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-27 18:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  The most dangerous words in investing are \"This time it's different,\" warned celebrated fund manager John Templeton. But the market looks convinced that artificial intelligence really is set to break the cycle for chips and other hardware stocks. \n</p>\n<p>\n  Look no further than Micron Technology. The memory-chip maker's share price surged 19% to close at a market valuation of more than $1 trillion on Tuesday. The trigger appeared to be a positive note from UBS arguing Micron's traditionally low price-to-earnings ratio, due to its tendency to go through boom-and-bust cycles, was now outdated as it locks in long-term deals. \n</p>\n<p>\n  Strangely, despite its more than eightfold rise over the past year, Micron still looks cheap at less than 10 times forward earnings. If memory chips are really no longer cyclical, why shouldn't it trade in line with <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>'s 22 times forward multiple, or even Advanced Micro Devices' 52 times? \n</p>\n<p>\n  The discrepancy suggests Micron's memory chips are seen as a commodity, largely interchangeable with those of its South Korean rivals <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a> and <a href=\"https://laohu8.com/S/SSNGY\">Samsung Electronics</a>. But investors seem unsure if the same now applies to Nvidia, while becoming euphoric about stocks in areas such as power chips, optical-networking, and central-processing units. \n</p>\n<p>\n  If Micron's new valuation still suggests some caution, that might not be a bad thing. Analysts at Raymond James estimate AI customers are spending tens of billions on services, but infrastructure companies are counting on about $500 billion in revenue. They calculate customers will have to spend more than $1 trillion annually to justify the current AI buildout. \n</p>\n<p>\n  \"It's hard to find any example of a capital spending boom as large, fast, narrow, and privately funded, as AI spending has been, that hasn't ended in a bust period historically,\" the Raymond James analysts wrote. \n</p>\n<p>\n  Ultimately, it all comes back to Templeton's four dangerous words. \n</p>\n<p>\n  -- Adam Clark \n</p>\n<p>\n  Get more of the journalism you love. Choose Barron's as a preferred source in Google. \n</p>\n<p>\n  Micron Reaches $1 Trillion Market Value. What's Fueling Momentum. \n</p>\n<p>\n  Micron Technology reached a fresh high and hit a $1 trillion market capitalization on Tuesday, according to Dow Jones Market Data. Micron is investing $200 billion to expand manufacturing, including the nation's largest semiconductor factory. \n</p>\n<pre style=\"white-space: pre\">\n   -- President Donald Trump touted Micron during a public appearance in a New \n      York suburb over the weekend. Micron has said it would invest up to $100 \n      billion over 20 years to build the largest chip factory near Syracuse, \n      N.Y. It broke ground on the project earlier this year and is expected to \n      start production in 2030. \n \n   -- Tuesday's performance for Micron's stock was its largest one-day gain \n      since November 2011, and the $163 billion in market cap that it added is \n      about the size of Charles Schwab, according to Dow Jones Market Data. \n \n   -- Wall Street predicts further gains ahead. UBS analyst Timothy Arcuri \n      raised his target price on Micron's stock to $1,625 from $535, \n      reiterating a Buy rating. The target is based on a price-to-earnings \n      ratio of 15 times Arcuri's forecast for Micron's 2029 per-share \n      earnings. \n \n   -- Demand for memory chips has tightened supply. Until recently, companies \n      were wary of adding capacity out of concerns that a slowdown would come, \n      MarketWatch reported, adding that the concerns have allowed memory chip \n      makers to raise prices. Such chips could be undersupplied until halfway \n      through 2028, Acuri said. \n</pre>\n<p>\n  What's Next: At the same time, Apple shares appear headed for a breakout toward $5 trillion in market value, tied to its plans for blending artificial intelligence into its Siri assistant -- expected to be unveiled at the early June developers conference -- and the next wave of iPhones slated for release in the autumn. \n</p>\n<p>\n  -- Adam Clark and Martin Baccardax \n</p>\n<p>\n  Nvidia Unveils $150 Billion-a-Year Taiwan Investment \n</p>\n<p>\n  Nvidia brushed aside concerns about the vulnerability of Taiwan in the chip supply chain as it unveiled plans to spend $150 billion annually with Taiwanese suppliers. \n</p>\n<pre style=\"white-space: pre\">\n   -- Nvidia CEO Jensen Huang announced the huge spending plan at an event in \n      Taipei to celebrate the launch of the chip maker's new campus in Taiwan \n      on Wednesday. \n \n   -- Huang noted that Nvidia is already spending around $100 billion a year \n      annually in the country, the home of its most important supplier Taiwan \n      <a href=\"https://laohu8.com/S/688981\">Semiconductor Manufacturing</a>. He didn't give a time frame for the \n      increased investment. \n \n   -- The CEO is in Taiwan ahead of the Computex conference, the annual event \n      that acts as a showcase for the self-ruled island's technology industry \n      and a reminder of its vital place in global supply chains. \n \n   -- President Donald Trump suggested earlier this month he might use a $14 \n      billion package of U.S. arms for Taiwan that awaits his approval as a \n      \"negotiating chip\" with China. The comments were made after Trump's \n      summit with China's leader Xi Jinping. \n</pre>\n<p>\n  What's Next: Nvidia's vote of confidence is important amid persistent concerns that Beijing will make a military move against Taiwan, which it considers part of China. \n</p>\n<p>\n  -- Adam Clark \n</p>\n<p>\n  This Year's Biggest <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing</a> IPO Is Coming \n</p>\n<p>\n  Investors looking for a pure-play bet on quantum computing are about to get their biggest opportunity of the year. <a href=\"https://laohu8.com/S/QNT\">Quantinuum</a>, the quantum firm backed by industrial giant Honeywell, has set the terms for its initial public offering and valuation that could reach $12.7 billion. \n</p>\n<pre style=\"white-space: pre\">\n   -- The company plans to sell nearly 21.1 million shares at an expected price \n      range of $45 to $50 each, for net proceeds of $941.7 million at around \n      the midpoint. This would make Quantinuum the largest quantum company to \n      go public in 2026 so far. \n \n   -- Already, <a href=\"https://laohu8.com/S/INFQ\">Infleqtion</a>, Xanadu <a href=\"https://laohu8.com/S/QMCO\">Quantum</a> Technologies, and Horizon Quantum \n      went public through blank-check mergers. Infleqtion and Xanadu were \n      valued at $3.5 billion and $4.5 billion, respectively as of Tuesday while \n      Horizon's valuation had yet to touch $1 billion. \n \n   -- Quantinuum has benefited from a parent company with deep pockets, which \n      could explain why it's the only player taking the traditional IPO route \n      this year. For its less capitalized rivals, SPAC mergers provide a faster \n      and more accessible route to the public market. \n \n   -- The company, and quantum technology at large, recently received an \n      endorsement at the federal level. Last Thursday, it was named one of the \n      companies set to receive $100 million in funding under a push to bolster \n      the domestic quantum supply chain. \n</pre>\n<p>\n  What's Next: Quantinuum is debuting in a red-hot market. As Barron's previously reported, public listings have surged this year following a quiet 2025 spent laying the groundwork behind the scenes. \n</p>\n<p>\n  -- Mackenzie Tatananni \n</p>\n<p>\n  BP's Strategic Reset Faces Boardroom Turmoil With Chairman's Ouster \n</p>\n<p>\n  News that British energy giant BP has removed its chairman, Albert Manifold, came just as investors were settling into a strategic reset, with pressure to shift priorities pushed by outside activists. The move, citing governance and conduct concerns, comes as BP benefits from higher crude prices and stronger profits. \n</p>\n<pre style=\"white-space: pre\">\n   -- BP's American depositary receipts declined on Tuesday's news, but have \n      risen nearly 22% this year amid the Iran war, higher crude prices, and \n      volatile trading conditions. There has been optimism about BP's renewed \n      focus on fossil fuel businesses after abandoning a pivot toward renewable \n      energy. \n \n   -- Details were scant on Manifold's departure, and he couldn't be reached. \n      But Amanda Blanc, senior independent director at BP, said the board was \n      \"surprised and disappointed to learn of governance oversight and conduct \n      issues it deems unacceptable and has taken decisive action.\" \n \n   -- Ian Tyler will take over as interim chairman. Manifold oversaw the \n      selection of CEO Meg O'Neill in April, who assumed the role with a \n      mandate to focus on its fossil-fuel business. BP's board said it was \n      \"very impressed\" with O'Neill, and that she would continue as CEO. \n \n   -- The activist firm Elliott Management has built a 5% stake in BP since \n      last year after years of frustration with the company's strategy and \n      execution, arguing that BP suffered from chronic operational \n      underperformance and needed deeper change. \n</pre>\n<p>\n  What's Next: Citi analyst Alastair Syme notes that BP trades at 5.6 times trailing enterprise value to debt-adjusted cash flow -- a valuation multiple used for oil-and-gas companies -- assuming roughly $70 a barrel oil. That's a 5% discount to Shell and a 30% discount to continental European peers TotalEnergies and Eni. \n</p>\n<p>\n  -- Adam Clark, Laura Sanicola, and Janet H. Cho \n</p>\n<p>\n  Pope Leo Warns Against Harms of AI, Data Centers \n</p>\n<p>\n  Pope Leo XIV made an impassioned case against the harms of artificial intelligence and data centers, warning in a letter that the technology brought environmental and social threats, and adding his powerful voice to the burgeoning opposition and resistance that has helped quash billions of dollars' worth of projects this year. \n</p>\n<pre style=\"white-space: pre\">\n   -- The Pope called out the enormous drain on energy resources by artificial \n      intelligence, which not only requires electricity but water, \n      significantly influencing carbon dioxide emissions, and placing heavy \n      demands on natural resources. \"It is essential to develop more \n      sustainable technological solutions,\" he urged. \n \n   -- Privately held Compass Datacenters, backed by <a href=\"https://laohu8.com/S/BAM\">Brookfield Asset Management</a>, \n      last month withdrew its attempts to build an over 800-acre Virginia \n      campus after resistance and increasing regulations. AI proponents have \n      begun saying that AI opponents are being funded by outside sources. \n \n   -- But the sheer breadth of the opposition movement shows that concerns are \n</pre>\n<p>\n  (MORE TO FOLLOW) Dow Jones Newswires\n</p>\n<p>\n  May 27, 2026 06:51 ET (10:51 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","MUD":"1倍做空MU ETF-Direxion","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4575":"芯片概念","LU0109392836.USD":"富兰克林科技股A","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4566":"资本集团","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","MULL":"2倍做多MU ETF-GraniteShares","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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But the market looks convinced that artificial intelligence really is set to break the cycle for chips and other hardware stocks. \n\n\n  Look no further than Micron Technology. The memory-chip maker's share price surged 19% to close at a market valuation of more than $1 trillion on Tuesday. The trigger appeared to be a positive note from UBS arguing Micron's traditionally low price-to-earnings ratio, due to its tendency to go through boom-and-bust cycles, was now outdated as it locks in long-term deals. \n\n\n  Strangely, despite its more than eightfold rise over the past year, Micron still looks cheap at less than 10 times forward earnings. If memory chips are really no longer cyclical, why shouldn't it trade in line with Nvidia's 22 times forward multiple, or even Advanced Micro Devices' 52 times? \n\n\n  The discrepancy suggests Micron's memory chips are seen as a commodity, largely interchangeable with those of its South Korean rivals SK Hynix and Samsung Electronics. But investors seem unsure if the same now applies to Nvidia, while becoming euphoric about stocks in areas such as power chips, optical-networking, and central-processing units. \n\n\n  If Micron's new valuation still suggests some caution, that might not be a bad thing. Analysts at Raymond James estimate AI customers are spending tens of billions on services, but infrastructure companies are counting on about $500 billion in revenue. They calculate customers will have to spend more than $1 trillion annually to justify the current AI buildout. \n\n\n  \"It's hard to find any example of a capital spending boom as large, fast, narrow, and privately funded, as AI spending has been, that hasn't ended in a bust period historically,\" the Raymond James analysts wrote. \n\n\n  Ultimately, it all comes back to Templeton's four dangerous words. \n\n\n  -- Adam Clark \n\n\n  Get more of the journalism you love. Choose Barron's as a preferred source in Google. \n\n\n  Micron Reaches $1 Trillion Market Value. What's Fueling Momentum. \n\n\n  Micron Technology reached a fresh high and hit a $1 trillion market capitalization on Tuesday, according to Dow Jones Market Data. Micron is investing $200 billion to expand manufacturing, including the nation's largest semiconductor factory. \n\n\n   -- President Donald Trump touted Micron during a public appearance in a New \n      York suburb over the weekend. Micron has said it would invest up to $100 \n      billion over 20 years to build the largest chip factory near Syracuse, \n      N.Y. It broke ground on the project earlier this year and is expected to \n      start production in 2030. \n \n   -- Tuesday's performance for Micron's stock was its largest one-day gain \n      since November 2011, and the $163 billion in market cap that it added is \n      about the size of Charles Schwab, according to Dow Jones Market Data. \n \n   -- Wall Street predicts further gains ahead. UBS analyst Timothy Arcuri \n      raised his target price on Micron's stock to $1,625 from $535, \n      reiterating a Buy rating. The target is based on a price-to-earnings \n      ratio of 15 times Arcuri's forecast for Micron's 2029 per-share \n      earnings. \n \n   -- Demand for memory chips has tightened supply. Until recently, companies \n      were wary of adding capacity out of concerns that a slowdown would come, \n      MarketWatch reported, adding that the concerns have allowed memory chip \n      makers to raise prices. Such chips could be undersupplied until halfway \n      through 2028, Acuri said. \n\n\n  What's Next: At the same time, Apple shares appear headed for a breakout toward $5 trillion in market value, tied to its plans for blending artificial intelligence into its Siri assistant -- expected to be unveiled at the early June developers conference -- and the next wave of iPhones slated for release in the autumn. \n\n\n  -- Adam Clark and Martin Baccardax \n\n\n  Nvidia Unveils $150 Billion-a-Year Taiwan Investment \n\n\n  Nvidia brushed aside concerns about the vulnerability of Taiwan in the chip supply chain as it unveiled plans to spend $150 billion annually with Taiwanese suppliers. \n\n\n   -- Nvidia CEO Jensen Huang announced the huge spending plan at an event in \n      Taipei to celebrate the launch of the chip maker's new campus in Taiwan \n      on Wednesday. \n \n   -- Huang noted that Nvidia is already spending around $100 billion a year \n      annually in the country, the home of its most important supplier Taiwan \n      Semiconductor Manufacturing. He didn't give a time frame for the \n      increased investment. \n \n   -- The CEO is in Taiwan ahead of the Computex conference, the annual event \n      that acts as a showcase for the self-ruled island's technology industry \n      and a reminder of its vital place in global supply chains. \n \n   -- President Donald Trump suggested earlier this month he might use a $14 \n      billion package of U.S. arms for Taiwan that awaits his approval as a \n      \"negotiating chip\" with China. The comments were made after Trump's \n      summit with China's leader Xi Jinping. \n\n\n  What's Next: Nvidia's vote of confidence is important amid persistent concerns that Beijing will make a military move against Taiwan, which it considers part of China. \n\n\n  -- Adam Clark \n\n\n  This Year's Biggest Quantum Computing IPO Is Coming \n\n\n  Investors looking for a pure-play bet on quantum computing are about to get their biggest opportunity of the year. Quantinuum, the quantum firm backed by industrial giant Honeywell, has set the terms for its initial public offering and valuation that could reach $12.7 billion. \n\n\n   -- The company plans to sell nearly 21.1 million shares at an expected price \n      range of $45 to $50 each, for net proceeds of $941.7 million at around \n      the midpoint. This would make Quantinuum the largest quantum company to \n      go public in 2026 so far. \n \n   -- Already, Infleqtion, Xanadu Quantum Technologies, and Horizon Quantum \n      went public through blank-check mergers. Infleqtion and Xanadu were \n      valued at $3.5 billion and $4.5 billion, respectively as of Tuesday while \n      Horizon's valuation had yet to touch $1 billion. \n \n   -- Quantinuum has benefited from a parent company with deep pockets, which \n      could explain why it's the only player taking the traditional IPO route \n      this year. For its less capitalized rivals, SPAC mergers provide a faster \n      and more accessible route to the public market. \n \n   -- The company, and quantum technology at large, recently received an \n      endorsement at the federal level. Last Thursday, it was named one of the \n      companies set to receive $100 million in funding under a push to bolster \n      the domestic quantum supply chain. \n\n\n  What's Next: Quantinuum is debuting in a red-hot market. As Barron's previously reported, public listings have surged this year following a quiet 2025 spent laying the groundwork behind the scenes. \n\n\n  -- Mackenzie Tatananni \n\n\n  BP's Strategic Reset Faces Boardroom Turmoil With Chairman's Ouster \n\n\n  News that British energy giant BP has removed its chairman, Albert Manifold, came just as investors were settling into a strategic reset, with pressure to shift priorities pushed by outside activists. The move, citing governance and conduct concerns, comes as BP benefits from higher crude prices and stronger profits. \n\n\n   -- BP's American depositary receipts declined on Tuesday's news, but have \n      risen nearly 22% this year amid the Iran war, higher crude prices, and \n      volatile trading conditions. There has been optimism about BP's renewed \n      focus on fossil fuel businesses after abandoning a pivot toward renewable \n      energy. \n \n   -- Details were scant on Manifold's departure, and he couldn't be reached. \n      But Amanda Blanc, senior independent director at BP, said the board was \n      \"surprised and disappointed to learn of governance oversight and conduct \n      issues it deems unacceptable and has taken decisive action.\" \n \n   -- Ian Tyler will take over as interim chairman. Manifold oversaw the \n      selection of CEO Meg O'Neill in April, who assumed the role with a \n      mandate to focus on its fossil-fuel business. BP's board said it was \n      \"very impressed\" with O'Neill, and that she would continue as CEO. \n \n   -- The activist firm Elliott Management has built a 5% stake in BP since \n      last year after years of frustration with the company's strategy and \n      execution, arguing that BP suffered from chronic operational \n      underperformance and needed deeper change. \n\n\n  What's Next: Citi analyst Alastair Syme notes that BP trades at 5.6 times trailing enterprise value to debt-adjusted cash flow -- a valuation multiple used for oil-and-gas companies -- assuming roughly $70 a barrel oil. That's a 5% discount to Shell and a 30% discount to continental European peers TotalEnergies and Eni. \n\n\n  -- Adam Clark, Laura Sanicola, and Janet H. Cho \n\n\n  Pope Leo Warns Against Harms of AI, Data Centers \n\n\n  Pope Leo XIV made an impassioned case against the harms of artificial intelligence and data centers, warning in a letter that the technology brought environmental and social threats, and adding his powerful voice to the burgeoning opposition and resistance that has helped quash billions of dollars' worth of projects this year. \n\n\n   -- The Pope called out the enormous drain on energy resources by artificial \n      intelligence, which not only requires electricity but water, \n      significantly influencing carbon dioxide emissions, and placing heavy \n      demands on natural resources. \"It is essential to develop more \n      sustainable technological solutions,\" he urged. \n \n   -- Privately held Compass Datacenters, backed by Brookfield Asset Management, \n      last month withdrew its attempts to build an over 800-acre Virginia \n      campus after resistance and increasing regulations. AI proponents have \n      begun saying that AI opponents are being funded by outside sources. \n \n   -- But the sheer breadth of the opposition movement shows that concerns are \n\n\n  (MORE TO FOLLOW) Dow Jones Newswires\n\n\n  May 27, 2026 06:51 ET (10:51 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"MUD":0.6,"MUU":0.6,"MULL":0.6,"MU":1.97}},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":568383208628672,"gmtCreate":1779794738323,"gmtModify":1779794740577,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/568383208628672","repostId":"1103460348","repostType":2,"repost":{"id":"1103460348","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1779785016,"share":"https://ttm.financial/m/news/1103460348?lang=en_US&edition=fundamental","pubTime":"2026-05-26 16:43","market":"us","language":"en","title":"7 Small-Cap Stocks More Than Doubled In May: Micron Did Only 46%","url":"https://stock-news.laohu8.com/highlight/detail?id=1103460348","media":"Benzinga","summary":"Wall Street spent May watching $Micron Technology Inc.(MU)$ rally toward a market value of roughly $850 billion on the strength of artificial intelligence memory demand.Below the headlines, a quieter...","content":"<html><head></head><body><p style=\"text-align: left;\">Wall Street spent May watching <strong><a href=\"https://laohu8.com/S/MU\">Micron Technology Inc.</a></strong> rally toward a market value of roughly $850 billion on the strength of artificial intelligence memory demand.</p><p style=\"text-align: left;\">Below the headlines, a quieter move was underway.</p><p style=\"text-align: left;\">The seven best-performing stocks in the Russell 2000 each more than doubled Micron’s return in a single month.</p><h2 style=\"text-align: left;\"><strong>The May Small-Cap Leaderboard</strong></h2><p style=\"text-align: left;\">The table below ranks the seven Russell 2000 names by month-to-date performance.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f5345f4881eff15fa1a06536502bd3b9\" data-align=\"center\" tg-width=\"971\" tg-height=\"293\"/><span></span></p><h2 style=\"text-align: left;\"><strong>What Actually Drove Each Move?</strong></h2><p style=\"text-align: left;\">Each of the seven rallies had a specific trigger, and most of them landed in the first two weeks of May.</p><p style=\"text-align: left;\">Here is the catalyst behind each name.</p><ul style=\"list-style-type: disc;\"><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/HYLN\">Hyliion Holdings Corp.</a></strong>: Two catalysts, two legs. Hyliion reported on May 12 with revenue up 479% year over year and a narrower net loss, and the stock jumped roughly 30% on the print as the company confirmed it had cleared UL certification testing for its KARNO Power Module. The second leg came late in the month: the U.S. Navy selected the KARNO platform for power trials on the unmanned USX-1 Defiant vessel, and the stock surged another 40% in the days that followed, trading near $6. An earnings pop, then a defense headline on top.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/AGL\">agilon health, inc.</a></strong>: The senior-care company reported stronger first-quarter profitability and raised its full-year 2026 sales guidance, a combination that reversed a long stretch of weak sentiment. The stock gapped up 117.8% the next session, opening near $44 and closing above $60. It did not stop there. Shares climbed for most of the rest of the month, reaching the mid-$80s. Deutsche Bank upgraded the stock to Buy from Hold during the month.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/RXT\">Rackspace Technology, Inc</a></strong>: Rackspace reported on May 6, and the stock posted back-to-back daily gains near 55% in each of the two sessions that followed, lifted by a swing to first-quarter profit and a multi-year AI infrastructure partnership with <strong><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices, Inc.</a></strong> announced on May 7. With roughly 21% of its float sold short heading into the news, the move was amplified by short covering. Shares ran from roughly $2.50 to above $7.50 in days. The retracement was just as sharp: by late May the stock had fallen back near $4. </p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/EVC\">Entravision Communications Corporation</a></strong>:The media and ad-tech company reported first-quarter results on May 5 showing revenue up 114% year over year to about $197 million and a return to profitability. The gain was driven by its Advertising Technology and Services segment, where revenue rose 204%. Management also pointed to the 2026 political advertising cycle as a coming tailwind. Shares rallied 94% in the post-earnings session and continued to drift higher thereafter.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/NXXT\">NextNRG, Inc.</a></strong>:The AI-driven energy and mobile-fueling company reported that April 2026 was the highest single revenue month in its history, with monthly revenue of roughly $21 million. The move is best read as a sharp rebound: the stock remains down about 41% year to date, and its financing leans on convertible notes that can dilute shareholders.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/INOD\">Innodata Inc.</a></strong>:The data-engineering supplier reported first-quarter results on May 7 with revenue up 54% year over year and lifted its full-year 2026 growth target above 40%. The stock gapped 86% higher on the print and extended through the month. Wedbush raised its price target to $100 from $80 the following week, the clearest analyst endorsement in the group.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/AMBQ\">Ambiq Micro, Inc.</a></strong>: The ultra-low-power chipmaker reported first-quarter net sales up 59% year over year on May 12, with more than 80% of units shipped running AI algorithms on the device. Management guided second-quarter sales higher still.</p></li></ul></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>7 Small-Cap Stocks More Than Doubled In May: Micron Did Only 46%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Small-Cap Stocks More Than Doubled In May: Micron Did Only 46%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2026-05-26 16:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Wall Street spent May watching <strong><a href=\"https://laohu8.com/S/MU\">Micron Technology Inc.</a></strong> rally toward a market value of roughly $850 billion on the strength of artificial intelligence memory demand.</p><p style=\"text-align: left;\">Below the headlines, a quieter move was underway.</p><p style=\"text-align: left;\">The seven best-performing stocks in the Russell 2000 each more than doubled Micron’s return in a single month.</p><h2 style=\"text-align: left;\"><strong>The May Small-Cap Leaderboard</strong></h2><p style=\"text-align: left;\">The table below ranks the seven Russell 2000 names by month-to-date performance.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f5345f4881eff15fa1a06536502bd3b9\" data-align=\"center\" tg-width=\"971\" tg-height=\"293\"/><span></span></p><h2 style=\"text-align: left;\"><strong>What Actually Drove Each Move?</strong></h2><p style=\"text-align: left;\">Each of the seven rallies had a specific trigger, and most of them landed in the first two weeks of May.</p><p style=\"text-align: left;\">Here is the catalyst behind each name.</p><ul style=\"list-style-type: disc;\"><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/HYLN\">Hyliion Holdings Corp.</a></strong>: Two catalysts, two legs. Hyliion reported on May 12 with revenue up 479% year over year and a narrower net loss, and the stock jumped roughly 30% on the print as the company confirmed it had cleared UL certification testing for its KARNO Power Module. The second leg came late in the month: the U.S. Navy selected the KARNO platform for power trials on the unmanned USX-1 Defiant vessel, and the stock surged another 40% in the days that followed, trading near $6. An earnings pop, then a defense headline on top.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/AGL\">agilon health, inc.</a></strong>: The senior-care company reported stronger first-quarter profitability and raised its full-year 2026 sales guidance, a combination that reversed a long stretch of weak sentiment. The stock gapped up 117.8% the next session, opening near $44 and closing above $60. It did not stop there. Shares climbed for most of the rest of the month, reaching the mid-$80s. Deutsche Bank upgraded the stock to Buy from Hold during the month.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/RXT\">Rackspace Technology, Inc</a></strong>: Rackspace reported on May 6, and the stock posted back-to-back daily gains near 55% in each of the two sessions that followed, lifted by a swing to first-quarter profit and a multi-year AI infrastructure partnership with <strong><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices, Inc.</a></strong> announced on May 7. With roughly 21% of its float sold short heading into the news, the move was amplified by short covering. Shares ran from roughly $2.50 to above $7.50 in days. The retracement was just as sharp: by late May the stock had fallen back near $4. </p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/EVC\">Entravision Communications Corporation</a></strong>:The media and ad-tech company reported first-quarter results on May 5 showing revenue up 114% year over year to about $197 million and a return to profitability. The gain was driven by its Advertising Technology and Services segment, where revenue rose 204%. Management also pointed to the 2026 political advertising cycle as a coming tailwind. Shares rallied 94% in the post-earnings session and continued to drift higher thereafter.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/NXXT\">NextNRG, Inc.</a></strong>:The AI-driven energy and mobile-fueling company reported that April 2026 was the highest single revenue month in its history, with monthly revenue of roughly $21 million. The move is best read as a sharp rebound: the stock remains down about 41% year to date, and its financing leans on convertible notes that can dilute shareholders.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/INOD\">Innodata Inc.</a></strong>:The data-engineering supplier reported first-quarter results on May 7 with revenue up 54% year over year and lifted its full-year 2026 growth target above 40%. The stock gapped 86% higher on the print and extended through the month. Wedbush raised its price target to $100 from $80 the following week, the clearest analyst endorsement in the group.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/AMBQ\">Ambiq Micro, Inc.</a></strong>: The ultra-low-power chipmaker reported first-quarter net sales up 59% year over year on May 12, with more than 80% of units shipped running AI algorithms on the device. Management guided second-quarter sales higher still.</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MUD":"1倍做空MU ETF-Direxion","AGL":"agilon health, inc.","MU":"美光科技","RXT":"Rackspace Technology","EVC":"超视野传播","MULL":"2倍做多MU ETF-GraniteShares","AMBQ":"Ambiq Micro","MUU":"2倍做多MU ETF-Direxion","HYLN":"Hyliion Holdings Corp.","NXXT":"NextNRG Inc.","INOD":"Innodata Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103460348","content_text":"Wall Street spent May watching Micron Technology Inc. rally toward a market value of roughly $850 billion on the strength of artificial intelligence memory demand.Below the headlines, a quieter move was underway.The seven best-performing stocks in the Russell 2000 each more than doubled Micron’s return in a single month.The May Small-Cap LeaderboardThe table below ranks the seven Russell 2000 names by month-to-date performance.What Actually Drove Each Move?Each of the seven rallies had a specific trigger, and most of them landed in the first two weeks of May.Here is the catalyst behind each name.Hyliion Holdings Corp.: Two catalysts, two legs. Hyliion reported on May 12 with revenue up 479% year over year and a narrower net loss, and the stock jumped roughly 30% on the print as the company confirmed it had cleared UL certification testing for its KARNO Power Module. The second leg came late in the month: the U.S. Navy selected the KARNO platform for power trials on the unmanned USX-1 Defiant vessel, and the stock surged another 40% in the days that followed, trading near $6. An earnings pop, then a defense headline on top.agilon health, inc.: The senior-care company reported stronger first-quarter profitability and raised its full-year 2026 sales guidance, a combination that reversed a long stretch of weak sentiment. The stock gapped up 117.8% the next session, opening near $44 and closing above $60. It did not stop there. Shares climbed for most of the rest of the month, reaching the mid-$80s. Deutsche Bank upgraded the stock to Buy from Hold during the month.Rackspace Technology, Inc: Rackspace reported on May 6, and the stock posted back-to-back daily gains near 55% in each of the two sessions that followed, lifted by a swing to first-quarter profit and a multi-year AI infrastructure partnership with Advanced Micro Devices, Inc. announced on May 7. With roughly 21% of its float sold short heading into the news, the move was amplified by short covering. Shares ran from roughly $2.50 to above $7.50 in days. The retracement was just as sharp: by late May the stock had fallen back near $4. Entravision Communications Corporation:The media and ad-tech company reported first-quarter results on May 5 showing revenue up 114% year over year to about $197 million and a return to profitability. The gain was driven by its Advertising Technology and Services segment, where revenue rose 204%. Management also pointed to the 2026 political advertising cycle as a coming tailwind. Shares rallied 94% in the post-earnings session and continued to drift higher thereafter.NextNRG, Inc.:The AI-driven energy and mobile-fueling company reported that April 2026 was the highest single revenue month in its history, with monthly revenue of roughly $21 million. The move is best read as a sharp rebound: the stock remains down about 41% year to date, and its financing leans on convertible notes that can dilute shareholders.Innodata Inc.:The data-engineering supplier reported first-quarter results on May 7 with revenue up 54% year over year and lifted its full-year 2026 growth target above 40%. The stock gapped 86% higher on the print and extended through the month. Wedbush raised its price target to $100 from $80 the following week, the clearest analyst endorsement in the group.Ambiq Micro, Inc.: The ultra-low-power chipmaker reported first-quarter net sales up 59% year over year on May 12, with more than 80% of units shipped running AI algorithms on the device. Management guided second-quarter sales higher still.","news_type":1,"symbols_score_info":{"INOD":2,"MUD":0.6,"RXT":2,"HYLN":2,"EVC":2,"MULL":0.6,"AMBQ":2,"AGL":2,"MU":2,"MUU":0.6,"NXXT":2}},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":568383980049400,"gmtCreate":1779794733537,"gmtModify":1779794737110,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/568383980049400","repostId":"1103460348","repostType":2,"repost":{"id":"1103460348","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1779785016,"share":"https://ttm.financial/m/news/1103460348?lang=en_US&edition=fundamental","pubTime":"2026-05-26 16:43","market":"us","language":"en","title":"7 Small-Cap Stocks More Than Doubled In May: Micron Did Only 46%","url":"https://stock-news.laohu8.com/highlight/detail?id=1103460348","media":"Benzinga","summary":"Wall Street spent May watching $Micron Technology Inc.(MU)$ rally toward a market value of roughly $850 billion on the strength of artificial intelligence memory demand.Below the headlines, a quieter...","content":"<html><head></head><body><p style=\"text-align: left;\">Wall Street spent May watching <strong><a href=\"https://laohu8.com/S/MU\">Micron Technology Inc.</a></strong> rally toward a market value of roughly $850 billion on the strength of artificial intelligence memory demand.</p><p style=\"text-align: left;\">Below the headlines, a quieter move was underway.</p><p style=\"text-align: left;\">The seven best-performing stocks in the Russell 2000 each more than doubled Micron’s return in a single month.</p><h2 style=\"text-align: left;\"><strong>The May Small-Cap Leaderboard</strong></h2><p style=\"text-align: left;\">The table below ranks the seven Russell 2000 names by month-to-date performance.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f5345f4881eff15fa1a06536502bd3b9\" data-align=\"center\" tg-width=\"971\" tg-height=\"293\"/><span></span></p><h2 style=\"text-align: left;\"><strong>What Actually Drove Each Move?</strong></h2><p style=\"text-align: left;\">Each of the seven rallies had a specific trigger, and most of them landed in the first two weeks of May.</p><p style=\"text-align: left;\">Here is the catalyst behind each name.</p><ul style=\"list-style-type: disc;\"><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/HYLN\">Hyliion Holdings Corp.</a></strong>: Two catalysts, two legs. Hyliion reported on May 12 with revenue up 479% year over year and a narrower net loss, and the stock jumped roughly 30% on the print as the company confirmed it had cleared UL certification testing for its KARNO Power Module. The second leg came late in the month: the U.S. Navy selected the KARNO platform for power trials on the unmanned USX-1 Defiant vessel, and the stock surged another 40% in the days that followed, trading near $6. An earnings pop, then a defense headline on top.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/AGL\">agilon health, inc.</a></strong>: The senior-care company reported stronger first-quarter profitability and raised its full-year 2026 sales guidance, a combination that reversed a long stretch of weak sentiment. The stock gapped up 117.8% the next session, opening near $44 and closing above $60. It did not stop there. Shares climbed for most of the rest of the month, reaching the mid-$80s. Deutsche Bank upgraded the stock to Buy from Hold during the month.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/RXT\">Rackspace Technology, Inc</a></strong>: Rackspace reported on May 6, and the stock posted back-to-back daily gains near 55% in each of the two sessions that followed, lifted by a swing to first-quarter profit and a multi-year AI infrastructure partnership with <strong><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices, Inc.</a></strong> announced on May 7. With roughly 21% of its float sold short heading into the news, the move was amplified by short covering. Shares ran from roughly $2.50 to above $7.50 in days. The retracement was just as sharp: by late May the stock had fallen back near $4. </p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/EVC\">Entravision Communications Corporation</a></strong>:The media and ad-tech company reported first-quarter results on May 5 showing revenue up 114% year over year to about $197 million and a return to profitability. The gain was driven by its Advertising Technology and Services segment, where revenue rose 204%. Management also pointed to the 2026 political advertising cycle as a coming tailwind. Shares rallied 94% in the post-earnings session and continued to drift higher thereafter.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/NXXT\">NextNRG, Inc.</a></strong>:The AI-driven energy and mobile-fueling company reported that April 2026 was the highest single revenue month in its history, with monthly revenue of roughly $21 million. The move is best read as a sharp rebound: the stock remains down about 41% year to date, and its financing leans on convertible notes that can dilute shareholders.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/INOD\">Innodata Inc.</a></strong>:The data-engineering supplier reported first-quarter results on May 7 with revenue up 54% year over year and lifted its full-year 2026 growth target above 40%. The stock gapped 86% higher on the print and extended through the month. Wedbush raised its price target to $100 from $80 the following week, the clearest analyst endorsement in the group.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/AMBQ\">Ambiq Micro, Inc.</a></strong>: The ultra-low-power chipmaker reported first-quarter net sales up 59% year over year on May 12, with more than 80% of units shipped running AI algorithms on the device. Management guided second-quarter sales higher still.</p></li></ul></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>7 Small-Cap Stocks More Than Doubled In May: Micron Did Only 46%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Small-Cap Stocks More Than Doubled In May: Micron Did Only 46%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2026-05-26 16:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Wall Street spent May watching <strong><a href=\"https://laohu8.com/S/MU\">Micron Technology Inc.</a></strong> rally toward a market value of roughly $850 billion on the strength of artificial intelligence memory demand.</p><p style=\"text-align: left;\">Below the headlines, a quieter move was underway.</p><p style=\"text-align: left;\">The seven best-performing stocks in the Russell 2000 each more than doubled Micron’s return in a single month.</p><h2 style=\"text-align: left;\"><strong>The May Small-Cap Leaderboard</strong></h2><p style=\"text-align: left;\">The table below ranks the seven Russell 2000 names by month-to-date performance.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f5345f4881eff15fa1a06536502bd3b9\" data-align=\"center\" tg-width=\"971\" tg-height=\"293\"/><span></span></p><h2 style=\"text-align: left;\"><strong>What Actually Drove Each Move?</strong></h2><p style=\"text-align: left;\">Each of the seven rallies had a specific trigger, and most of them landed in the first two weeks of May.</p><p style=\"text-align: left;\">Here is the catalyst behind each name.</p><ul style=\"list-style-type: disc;\"><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/HYLN\">Hyliion Holdings Corp.</a></strong>: Two catalysts, two legs. Hyliion reported on May 12 with revenue up 479% year over year and a narrower net loss, and the stock jumped roughly 30% on the print as the company confirmed it had cleared UL certification testing for its KARNO Power Module. The second leg came late in the month: the U.S. Navy selected the KARNO platform for power trials on the unmanned USX-1 Defiant vessel, and the stock surged another 40% in the days that followed, trading near $6. An earnings pop, then a defense headline on top.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/AGL\">agilon health, inc.</a></strong>: The senior-care company reported stronger first-quarter profitability and raised its full-year 2026 sales guidance, a combination that reversed a long stretch of weak sentiment. The stock gapped up 117.8% the next session, opening near $44 and closing above $60. It did not stop there. Shares climbed for most of the rest of the month, reaching the mid-$80s. Deutsche Bank upgraded the stock to Buy from Hold during the month.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/RXT\">Rackspace Technology, Inc</a></strong>: Rackspace reported on May 6, and the stock posted back-to-back daily gains near 55% in each of the two sessions that followed, lifted by a swing to first-quarter profit and a multi-year AI infrastructure partnership with <strong><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices, Inc.</a></strong> announced on May 7. With roughly 21% of its float sold short heading into the news, the move was amplified by short covering. Shares ran from roughly $2.50 to above $7.50 in days. The retracement was just as sharp: by late May the stock had fallen back near $4. </p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/EVC\">Entravision Communications Corporation</a></strong>:The media and ad-tech company reported first-quarter results on May 5 showing revenue up 114% year over year to about $197 million and a return to profitability. The gain was driven by its Advertising Technology and Services segment, where revenue rose 204%. Management also pointed to the 2026 political advertising cycle as a coming tailwind. Shares rallied 94% in the post-earnings session and continued to drift higher thereafter.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/NXXT\">NextNRG, Inc.</a></strong>:The AI-driven energy and mobile-fueling company reported that April 2026 was the highest single revenue month in its history, with monthly revenue of roughly $21 million. The move is best read as a sharp rebound: the stock remains down about 41% year to date, and its financing leans on convertible notes that can dilute shareholders.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/INOD\">Innodata Inc.</a></strong>:The data-engineering supplier reported first-quarter results on May 7 with revenue up 54% year over year and lifted its full-year 2026 growth target above 40%. The stock gapped 86% higher on the print and extended through the month. Wedbush raised its price target to $100 from $80 the following week, the clearest analyst endorsement in the group.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/AMBQ\">Ambiq Micro, Inc.</a></strong>: The ultra-low-power chipmaker reported first-quarter net sales up 59% year over year on May 12, with more than 80% of units shipped running AI algorithms on the device. Management guided second-quarter sales higher still.</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MUD":"1倍做空MU ETF-Direxion","AGL":"agilon health, inc.","MU":"美光科技","RXT":"Rackspace Technology","EVC":"超视野传播","MULL":"2倍做多MU ETF-GraniteShares","AMBQ":"Ambiq Micro","MUU":"2倍做多MU ETF-Direxion","HYLN":"Hyliion Holdings Corp.","NXXT":"NextNRG Inc.","INOD":"Innodata Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103460348","content_text":"Wall Street spent May watching Micron Technology Inc. rally toward a market value of roughly $850 billion on the strength of artificial intelligence memory demand.Below the headlines, a quieter move was underway.The seven best-performing stocks in the Russell 2000 each more than doubled Micron’s return in a single month.The May Small-Cap LeaderboardThe table below ranks the seven Russell 2000 names by month-to-date performance.What Actually Drove Each Move?Each of the seven rallies had a specific trigger, and most of them landed in the first two weeks of May.Here is the catalyst behind each name.Hyliion Holdings Corp.: Two catalysts, two legs. Hyliion reported on May 12 with revenue up 479% year over year and a narrower net loss, and the stock jumped roughly 30% on the print as the company confirmed it had cleared UL certification testing for its KARNO Power Module. The second leg came late in the month: the U.S. Navy selected the KARNO platform for power trials on the unmanned USX-1 Defiant vessel, and the stock surged another 40% in the days that followed, trading near $6. An earnings pop, then a defense headline on top.agilon health, inc.: The senior-care company reported stronger first-quarter profitability and raised its full-year 2026 sales guidance, a combination that reversed a long stretch of weak sentiment. The stock gapped up 117.8% the next session, opening near $44 and closing above $60. It did not stop there. Shares climbed for most of the rest of the month, reaching the mid-$80s. Deutsche Bank upgraded the stock to Buy from Hold during the month.Rackspace Technology, Inc: Rackspace reported on May 6, and the stock posted back-to-back daily gains near 55% in each of the two sessions that followed, lifted by a swing to first-quarter profit and a multi-year AI infrastructure partnership with Advanced Micro Devices, Inc. announced on May 7. With roughly 21% of its float sold short heading into the news, the move was amplified by short covering. Shares ran from roughly $2.50 to above $7.50 in days. The retracement was just as sharp: by late May the stock had fallen back near $4. Entravision Communications Corporation:The media and ad-tech company reported first-quarter results on May 5 showing revenue up 114% year over year to about $197 million and a return to profitability. The gain was driven by its Advertising Technology and Services segment, where revenue rose 204%. Management also pointed to the 2026 political advertising cycle as a coming tailwind. Shares rallied 94% in the post-earnings session and continued to drift higher thereafter.NextNRG, Inc.:The AI-driven energy and mobile-fueling company reported that April 2026 was the highest single revenue month in its history, with monthly revenue of roughly $21 million. The move is best read as a sharp rebound: the stock remains down about 41% year to date, and its financing leans on convertible notes that can dilute shareholders.Innodata Inc.:The data-engineering supplier reported first-quarter results on May 7 with revenue up 54% year over year and lifted its full-year 2026 growth target above 40%. The stock gapped 86% higher on the print and extended through the month. Wedbush raised its price target to $100 from $80 the following week, the clearest analyst endorsement in the group.Ambiq Micro, Inc.: The ultra-low-power chipmaker reported first-quarter net sales up 59% year over year on May 12, with more than 80% of units shipped running AI algorithms on the device. Management guided second-quarter sales higher still.","news_type":1,"symbols_score_info":{"INOD":2,"MUD":0.6,"RXT":2,"HYLN":2,"EVC":2,"MULL":0.6,"AMBQ":2,"AGL":2,"MU":2,"MUU":0.6,"NXXT":2}},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":568070694539784,"gmtCreate":1779718111527,"gmtModify":1779718115028,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/568070694539784","repostId":"568077958848928","repostType":1,"repost":{"id":568077958848928,"gmtCreate":1779702293528,"gmtModify":1779716400139,"author":{"id":"4106547232749330","authorId":"4106547232749330","name":"Tiger_SG","avatar":"https://community-static.tradeup.com/news/9eb57a835b72d997d1941fb6605d80a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106547232749330","authorIdStr":"4106547232749330"},"themes":[],"title":"SpaceX IPO | Five Options to Invest, Which Fits You?","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> road show starts June 5, listing June 12. <a target=\"_blank\" href=\"https://ttm.financial/S/SATS\">$EchoStar(SATS)$</a> at $124.20, <a target=\"_blank\" href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> at $135.76 (+8.22%), <a target=\"_blank\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> at $379.38, <a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> at $426.01. Not everyone can get IPO allocation — but there's more than one way to own a piece of the SpaceX story. Option 1: Buy <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> directly (most direct but high capital barrier) SpaceX's S-1 discloses that retail brokerage channels will receive","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> road show starts June 5, listing June 12. <a target=\"_blank\" href=\"https://ttm.financial/S/SATS\">$EchoStar(SATS)$</a> at $124.20, <a target=\"_blank\" href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> at $135.76 (+8.22%), <a target=\"_blank\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> at $379.38, <a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> at $426.01. Not everyone can get IPO allocation — but there's more than one way to own a piece of the SpaceX story. Option 1: Buy <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> directly (most direct but high capital barrier) SpaceX's S-1 discloses that retail brokerage channels will receive","text":"$SpaceX(SPCX)$ road show starts June 5, listing June 12. $EchoStar(SATS)$ at $124.20, $Rocket Lab USA, Inc.(RKLB)$ at $135.76 (+8.22%), $Alphabet(GOOG)$ at $379.38, $Tesla Motors(TSLA)$ at $426.01. Not everyone can get IPO allocation — but there's more than one way to own a piece of the SpaceX story. Option 1: Buy $SpaceX(SPCX)$ directly (most direct but high capital barrier) SpaceX's S-1 discloses that retail brokerage channels will receive","images":[{"img":"https://community-static.tradeup.com/news/f7322d69ae70bcdca53449b6dd8bd6f1"},{"img":"https://community-static.tradeup.com/news/d5d6a02f534972f46f3e5c522bb3a376"},{"img":"https://community-static.tradeup.com/news/c3ea0cb781636dc1a05ab5c1de226366"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/568077958848928","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":568021806896688,"gmtCreate":1779706179549,"gmtModify":1779706183085,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/568021806896688","repostId":"1166240101","repostType":2,"repost":{"id":"1166240101","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1779679668,"share":"https://ttm.financial/m/news/1166240101?lang=en_US&edition=fundamental","pubTime":"2026-05-25 11:27","market":"us","language":"en","title":"The U.S. and Iran Work Toward Deal to Extend Ceasefire and Reopen Hormuz, The Washington Post Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=1166240101","media":"Tiger Newspress","summary":"The United States and Iran have developed a memorandum-of-understanding framework that would extend the ceasefire by 60 days, allowing the two sides time to reach a “final deal” aimed at permanently...","content":"<html><head></head><body><p>The United States and Iran have developed a memorandum-of-understanding framework that would extend the ceasefire by 60 days, allowing the two sides time to reach a “final deal” aimed at permanently ending the war in Iran. In the meantime, the agreement would also lead to the demining and reopening of the Strait of Hormuz, according to a senior administration official, The Washington Post reported.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The U.S. and Iran Work Toward Deal to Extend Ceasefire and Reopen Hormuz, The Washington Post Reports</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe U.S. and Iran Work Toward Deal to Extend Ceasefire and Reopen Hormuz, The Washington Post Reports\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-05-25 11:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The United States and Iran have developed a memorandum-of-understanding framework that would extend the ceasefire by 60 days, allowing the two sides time to reach a “final deal” aimed at permanently ending the war in Iran. In the meantime, the agreement would also lead to the demining and reopening of the Strait of Hormuz, according to a senior administration official, The Washington Post reported.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPUU":"Direxion Daily S&P 500 Bull 2x Shares","SPXU":"三倍做空标普500ETF-ProShares","DXD":"两倍做空道琼30指数ETF-ProShares",".IXIC":"NASDAQ Composite","SPYM":"投资组合标普500指数ETF-SPDR","IVV":"标普500ETF-iShares","UDOW":"三倍做多道指30ETF-ProShares","SH":"做空标普500-Proshares",".SPX":"S&P 500 Index","SPYQ":"2倍做多SPY Quarterly ETF-Tradr","SDOW":"三倍做空道指30ETF-ProShares","DMAX":"ISHARES LARGE CAP MAX BUFFER DEC ETF","MMAX":"iShares Large Cap Max Buffer Mar ETF","SPY":"标普500ETF","SPYU":"MAX S&P 500 4X Leveraged ETN","SDS":"两倍做空标普500 ETF-ProShares","HIBL":"Direxion Daily S&P 500 High Beta Bull 3X Shares","SSO":"2倍做多标普500ETF-ProShares","VOO":"Vanguard标普500ETF","DOG":"道指ETF-ProShares做空","DIA":"道琼斯ETF","SPXL":"三倍做多标普500ETF-Direxion","YSPY":"GraniteShares YieldBOOST SPY ETF","SMAX":"ISHARES LARGE CAP MAX BUFFER SEP ETF","DDM":"2倍做多道指ETF-ProShares","SPXS":"三倍做空标普500ETF-Direxion","UPRO":"三倍做多标普500ETF-ProShares","SPYH":"Neos S&P 500 Hedged Equity Income ETF","SPDN":"Direxion Daily S&P 500 Bear 1X Shares",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166240101","content_text":"The United States and Iran have developed a memorandum-of-understanding framework that would extend the ceasefire by 60 days, allowing the two sides time to reach a “final deal” aimed at permanently ending the war in Iran. In the meantime, the agreement would also lead to the demining and reopening of the Strait of Hormuz, according to a senior administration official, The Washington Post reported.","news_type":1,"symbols_score_info":{"SMAX":0.6,"SDS":0.6,"YSPY":0.6,"HIBL":0.6,"MMAX":0.6,"SPY":0.6,"BZmain":2,"VOO":0.6,"DDM":0.6,"DOG":0.6,"DMAX":0.6,"SPXS":0.6,"SPXU":0.6,"SDOW":0.6,"SPDN":0.6,"SPYQ":0.6,"SPXL":0.6,"DIA":0.6,"DXD":0.6,"SSO":0.6,"SPYM":0.6,"UPRO":0.6,"SH":0.6,"IVV":0.6,"SPYH":0.6,".IXIC":2,"CLmain":2,".DJI":2,"SPUU":0.6,"SPYU":0.6,".SPX":2,"UDOW":0.6}},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":566543797994616,"gmtCreate":1779349467318,"gmtModify":1779349470930,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566543797994616","repostId":"1155579222","repostType":2,"repost":{"id":"1155579222","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1779287563,"share":"https://ttm.financial/m/news/1155579222?lang=en_US&edition=fundamental","pubTime":"2026-05-20 22:32","market":"hk","language":"en","title":"Stock Track | Klarna Group Soars 5.02% Intraday on ChatGPT AI App Launch and Worldline Partnership Expansion","url":"https://stock-news.laohu8.com/highlight/detail?id=1155579222","media":"Stock Track","summary":"Klarna Group plc (NYSE:KLAR) saw its stock price soar 5.02% during intraday trading on Wednesday, driven by two significant announcements that highlight the company's growth and innovation...","content":"<p>Klarna Group plc (NYSE:KLAR) saw its stock price soar 5.02% during intraday trading on Wednesday, driven by two significant announcements that highlight the company's growth and innovation strategy.</p><p>The surge follows Klarna's launch of a shopping search application within Microsoft-backed ChatGPT, which provides real-time product discovery during user conversations. The integration connects the artificial intelligence platform to live commerce data spanning more than 100 million products and 400 million merchant listings across 13 markets, allowing consumers to view visual results with current prices, availability, and offers before redirecting them to merchant websites to complete transactions.</p><p>Additionally, Klarna has signed a framework agreement with global payment technology provider Worldline to broaden access to its Buy Now, Pay Later and flexible payment options. This partnership extends Klarna's services from e-commerce into physical retail, making them available at both online and in-store points of sale where Worldline operates, potentially reaching a wider set of merchants and consumers globally.</p>","source":"ai_movement_en","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>Stock Track | Klarna Group Soars 5.02% Intraday on ChatGPT AI App Launch and Worldline Partnership Expansion</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\">\nStock Track | Klarna Group Soars 5.02% Intraday on ChatGPT AI App Launch and Worldline Partnership Expansion\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-05-20 22:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Klarna Group plc (NYSE:KLAR) saw its stock price soar 5.02% during intraday trading on Wednesday, driven by two significant announcements that highlight the company's growth and innovation strategy.</p><p>The surge follows Klarna's launch of a shopping search application within Microsoft-backed ChatGPT, which provides real-time product discovery during user conversations. The integration connects the artificial intelligence platform to live commerce data spanning more than 100 million products and 400 million merchant listings across 13 markets, allowing consumers to view visual results with current prices, availability, and offers before redirecting them to merchant websites to complete transactions.</p><p>Additionally, Klarna has signed a framework agreement with global payment technology provider Worldline to broaden access to its Buy Now, Pay Later and flexible payment options. This partnership extends Klarna's services from e-commerce into physical retail, making them available at both online and in-store points of sale where Worldline operates, potentially reaching a wider set of merchants and consumers globally.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KLAR":"Klarna Group plc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155579222","content_text":"Klarna Group plc (NYSE:KLAR) saw its stock price soar 5.02% during intraday trading on Wednesday, driven by two significant announcements that highlight the company's growth and innovation strategy.The surge follows Klarna's launch of a shopping search application within Microsoft-backed ChatGPT, which provides real-time product discovery during user conversations. The integration connects the artificial intelligence platform to live commerce data spanning more than 100 million products and 400 million merchant listings across 13 markets, allowing consumers to view visual results with current prices, availability, and offers before redirecting them to merchant websites to complete transactions.Additionally, Klarna has signed a framework agreement with global payment technology provider Worldline to broaden access to its Buy Now, Pay Later and flexible payment options. This partnership extends Klarna's services from e-commerce into physical retail, making them available at both online and in-store points of sale where Worldline operates, potentially reaching a wider set of merchants and consumers globally.","news_type":1,"symbols_score_info":{"KLAR":1}},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":566248217207824,"gmtCreate":1779277420770,"gmtModify":1779277424541,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566248217207824","repostId":"2636867964","repostType":2,"repost":{"id":"2636867964","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1779260539,"share":"https://ttm.financial/m/news/2636867964?lang=en_US&edition=fundamental","pubTime":"2026-05-20 15:02","market":"nz","language":"en","title":"Cracks Are Starting to Appear in the Chip Stock Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2636867964","media":"Dow Jones","summary":"Bank of America's monthly report on global fund managers, one of the market's go-to assessments for outlooks on the world of finance, sometimes has a ring of closing the stable door after the horse...","content":"<html><head></head><body><p>Bank of America&#39;s monthly report on global fund managers, one of the market&#39;s go-to assessments for outlooks on the world of finance, sometimes has a ring of closing the stable door after the horse has bolted to its findings.</p><p>That&#39;s even more true today, given the report, which tracks the 200 global fund managers who manage more than half a trillion dollars in global wealth, showed a record rise in equity allocations and a big reduction in overall cash levels as stocks hit a series of all-time highs and the first quarter earnings season showed the biggest gap between forecasts and profits since the Covid pandemic.</p><p>But it also showed a sense of concern among those polled, who see a quick end to the Iran war, a re-opening of the Strait of Hormuz and Federal Reserve rate cuts within the next 12 months, tied to the market&#39;s hottest trade.</p><p>Nearly three quarters of respondents cited &#34;long global semiconductors&#34; as the market&#39;s most-crowded trade, a tally that topped inflationary pressures at around 40%. Added to that concern, the most cited &#34;tail risk&#34; to the market was deemed to be a credit event, which around 34% of those surveyed said could come from artificial intelligence and the hyperscalers.</p><p>That&#39;s worth noting, given that close to two thirds of the S&amp;P 500&#39;s gains since the nadir of late March, which have added around 13% to the benchmark and taken it to a series of all-time highs, have come from the megacap tech trade.</p><p>An index of the so-called Magnificent Seven tech stocks has risen more than 18% since the start of the second quarter, with all-time highs for Apple, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, and Google parent Alphabet. The PHLX semiconductor index, meanwhile, has surged nearly 50% since hitting a year-to-date low on March 30.</p><p>But cracks are starting to appear.</p><p>The semiconductor benchmark traded lower for the third consecutive session on Tuesday, putting its decline from last week&#39;s record high to around 9.8%, dragging the Nasdaq lower amid a surge in Treasury bond yields and worryingly elevated crude prices.</p><p>Intel, one of the sector&#39;s standout performers over the past year, has slumped around 15% over the past week, with Micron Technology Inc. down a similar amount over the past three sessions.</p><p>Software stocks, meanwhile, are staging something of a comeback, with the iShares Expanded Tech-Software Sector ETF rising 8.6% from last week&#39;s low to take its overall gain for the month of May to around 17.6%.</p><p>That still leaves it down 6.6% for the year, however, compared to a 56% advance for the PHLX Semiconductor Index.</p><p>Big moves in the bond market aren&#39;t helping.</p><p>Benchmark 30-year paper traded north of 5.17% in early Tuesday trading, the highest level since 2007, while 10-year notes topped 4.65%, the highest since February of last year.</p><p>Bank of America, in a separate report published Tuesday, noted that the VanEck Semiconductor ETF, which tracks the same stocks in the PHLX Semiconductor Index but uses different weightings, is trading in &#34;an extreme overbought condition&#34; that could signal a near-term slide.</p><p>&#34;With no clear topping pattern or blow-off climax to signal a peak, positioning becomes more tactical. Given the combination of extreme [relative strength index] and exhaustion signals, history suggests watching for bearish reversal candles,&#34; the bank said.</p><p>Nvidia&#39;s first quarter earnings on Wednesday could certainly support the broader semiconductor trade, with the AI chipmaker&#39;s outlook, and commentary on demand, closely-tracked by Wall Street.</p><p>But so will its comments on the chip sector.</p><p>&#34;I think they&#39;re going to be asked, in a number of different ways, to comment on what they&#39;re seeing in some pockets of the semiconductor market that have gone crazy over the last several weeks, specifically memory and CPUs,&#34; said John Belton, portfolio manager at Gabelli Funds.</p><p>With chip stocks now edging closer to correction territory, bond yields testing multi-year highs, oil prices holding north of $110 a barrel and the Fed not in any sort of hurry to cut rates, the market&#39;s hottest trade may be getting overcrowded.</p><p>Whether investors decide to pare back those positions remains to be seen.</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>Cracks Are Starting to Appear in the Chip Stock Rally</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\">\nCracks Are Starting to Appear in the Chip Stock Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-20 15:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Bank of America&#39;s monthly report on global fund managers, one of the market&#39;s go-to assessments for outlooks on the world of finance, sometimes has a ring of closing the stable door after the horse has bolted to its findings.</p><p>That&#39;s even more true today, given the report, which tracks the 200 global fund managers who manage more than half a trillion dollars in global wealth, showed a record rise in equity allocations and a big reduction in overall cash levels as stocks hit a series of all-time highs and the first quarter earnings season showed the biggest gap between forecasts and profits since the Covid pandemic.</p><p>But it also showed a sense of concern among those polled, who see a quick end to the Iran war, a re-opening of the Strait of Hormuz and Federal Reserve rate cuts within the next 12 months, tied to the market&#39;s hottest trade.</p><p>Nearly three quarters of respondents cited &#34;long global semiconductors&#34; as the market&#39;s most-crowded trade, a tally that topped inflationary pressures at around 40%. Added to that concern, the most cited &#34;tail risk&#34; to the market was deemed to be a credit event, which around 34% of those surveyed said could come from artificial intelligence and the hyperscalers.</p><p>That&#39;s worth noting, given that close to two thirds of the S&amp;P 500&#39;s gains since the nadir of late March, which have added around 13% to the benchmark and taken it to a series of all-time highs, have come from the megacap tech trade.</p><p>An index of the so-called Magnificent Seven tech stocks has risen more than 18% since the start of the second quarter, with all-time highs for Apple, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, and Google parent Alphabet. The PHLX semiconductor index, meanwhile, has surged nearly 50% since hitting a year-to-date low on March 30.</p><p>But cracks are starting to appear.</p><p>The semiconductor benchmark traded lower for the third consecutive session on Tuesday, putting its decline from last week&#39;s record high to around 9.8%, dragging the Nasdaq lower amid a surge in Treasury bond yields and worryingly elevated crude prices.</p><p>Intel, one of the sector&#39;s standout performers over the past year, has slumped around 15% over the past week, with Micron Technology Inc. down a similar amount over the past three sessions.</p><p>Software stocks, meanwhile, are staging something of a comeback, with the iShares Expanded Tech-Software Sector ETF rising 8.6% from last week&#39;s low to take its overall gain for the month of May to around 17.6%.</p><p>That still leaves it down 6.6% for the year, however, compared to a 56% advance for the PHLX Semiconductor Index.</p><p>Big moves in the bond market aren&#39;t helping.</p><p>Benchmark 30-year paper traded north of 5.17% in early Tuesday trading, the highest level since 2007, while 10-year notes topped 4.65%, the highest since February of last year.</p><p>Bank of America, in a separate report published Tuesday, noted that the VanEck Semiconductor ETF, which tracks the same stocks in the PHLX Semiconductor Index but uses different weightings, is trading in &#34;an extreme overbought condition&#34; that could signal a near-term slide.</p><p>&#34;With no clear topping pattern or blow-off climax to signal a peak, positioning becomes more tactical. Given the combination of extreme [relative strength index] and exhaustion signals, history suggests watching for bearish reversal candles,&#34; the bank said.</p><p>Nvidia&#39;s first quarter earnings on Wednesday could certainly support the broader semiconductor trade, with the AI chipmaker&#39;s outlook, and commentary on demand, closely-tracked by Wall Street.</p><p>But so will its comments on the chip sector.</p><p>&#34;I think they&#39;re going to be asked, in a number of different ways, to comment on what they&#39;re seeing in some pockets of the semiconductor market that have gone crazy over the last several weeks, specifically memory and CPUs,&#34; said John Belton, portfolio manager at Gabelli Funds.</p><p>With chip stocks now edging closer to correction territory, bond yields testing multi-year highs, oil prices holding north of $110 a barrel and the Fed not in any sort of hurry to cut rates, the market&#39;s hottest trade may be getting overcrowded.</p><p>Whether investors decide to pare back those positions remains to be seen.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999014906.USD":"大华全球优质成长基金Acc USD","SMHX":"VanEck Fabless Semiconductor ETF","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","BK4543":"AI","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) 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concern among those polled, who see a quick end to the Iran war, a re-opening of the Strait of Hormuz and Federal Reserve rate cuts within the next 12 months, tied to the market's hottest trade.Nearly three quarters of respondents cited \"long global semiconductors\" as the market's most-crowded trade, a tally that topped inflationary pressures at around 40%. Added to that concern, the most cited \"tail risk\" to the market was deemed to be a credit event, which around 34% of those surveyed said could come from artificial intelligence and the hyperscalers.That's worth noting, given that close to two thirds of the S&P 500's gains since the nadir of late March, which have added around 13% to the benchmark and taken it to a series of all-time highs, have come from the megacap tech trade.An index of the so-called Magnificent Seven tech stocks has risen more than 18% since the start of the second quarter, with all-time highs for Apple, Nvidia, and Google parent Alphabet. The PHLX semiconductor index, meanwhile, has surged nearly 50% since hitting a year-to-date low on March 30.But cracks are starting to appear.The semiconductor benchmark traded lower for the third consecutive session on Tuesday, putting its decline from last week's record high to around 9.8%, dragging the Nasdaq lower amid a surge in Treasury bond yields and worryingly elevated crude prices.Intel, one of the sector's standout performers over the past year, has slumped around 15% over the past week, with Micron Technology Inc. down a similar amount over the past three sessions.Software stocks, meanwhile, are staging something of a comeback, with the iShares Expanded Tech-Software Sector ETF rising 8.6% from last week's low to take its overall gain for the month of May to around 17.6%.That still leaves it down 6.6% for the year, however, compared to a 56% advance for the PHLX Semiconductor Index.Big moves in the bond market aren't helping.Benchmark 30-year paper traded north of 5.17% in early Tuesday trading, the highest level since 2007, while 10-year notes topped 4.65%, the highest since February of last year.Bank of America, in a separate report published Tuesday, noted that the VanEck Semiconductor ETF, which tracks the same stocks in the PHLX Semiconductor Index but uses different weightings, is trading in \"an extreme overbought condition\" that could signal a near-term slide.\"With no clear topping pattern or blow-off climax to signal a peak, positioning becomes more tactical. Given the combination of extreme [relative strength index] and exhaustion signals, history suggests watching for bearish reversal candles,\" the bank said.Nvidia's first quarter earnings on Wednesday could certainly support the broader semiconductor trade, with the AI chipmaker's outlook, and commentary on demand, closely-tracked by Wall Street.But so will its comments on the chip sector.\"I think they're going to be asked, in a number of different ways, to comment on what they're seeing in some pockets of the semiconductor market that have gone crazy over the last several weeks, specifically memory and CPUs,\" said John Belton, portfolio manager at Gabelli Funds.With chip stocks now edging closer to correction territory, bond yields testing multi-year highs, oil prices holding north of $110 a barrel and the Fed not in any sort of hurry to cut rates, the market's hottest trade may be getting overcrowded.Whether investors decide to pare back those positions remains to be seen.","news_type":1,"symbols_score_info":{"CHPY":0.61,"MAGY":0.61,"07388":0.6,"SOXS":0.61,"GOOGL":1.85,"ANV":0.6,"NVDY":0.6,"SOXX":0.61,"NVII":0.6,"USD":0.61,"NVDG":0.6,"PSI":0.61,"SOXQ":0.61,"NVDL":0.6,"NVDS":0.6,"SOXL":0.61,"XSD":0.61,"INTW":0.6,"SSG":0.61,"CHPS":0.61,"07788":0.6,"NVDQ":0.6,"LINT":0.6,"NVDU":0.6,"NVD":0.6,"NVDO":0.6,"INTC":1.89,"SMHX":0.61,"FTXL":0.61,"SOXY":0.61,"NVDA":1.92,"NVYY":0.6,"DIPS":0.6,"SMH":1.84,"NVDD":0.6,"NVDW":0.6,"NVDX":0.6,"TEKX":0.61,"NVDB":0.6}},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":566011219771616,"gmtCreate":1779219439273,"gmtModify":1779219442839,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/566011219771616","repostId":"565981422162360","repostType":1,"repost":{"id":565981422162360,"gmtCreate":1779190443964,"gmtModify":1779213600315,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"Sell in May Back? Walsh Tooks Fed, NVDA Reports Tomorrow: Add or Trim?","htmlText":"Monday: <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> -8%, <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> -11%, <a href=\"https://ttm.financial/S/LITE\">$Lumentum(LITE)$</a> -9.3%, <a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$</a> -8.1% — AI photonics and storage getting hit. $NVDA$ pulled back from the $235 high to $222.32, extending lower pre-market to $220.98. Three variables are hanging over the market simultaneously this week: the Sell in May narrative is playing out, a new Fed chair just took office, and NVDA reports tomorrow night. What is Monday's selloff telling us? May is structurally a high-pressure month — end-of-quarter repositioning, late earnings season, summer liquidity compression. The \"Sell in May\" narrative tends to self-fulfill. But in","listText":"Monday: <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> -8%, <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> -11%, <a href=\"https://ttm.financial/S/LITE\">$Lumentum(LITE)$</a> -9.3%, <a href=\"https://ttm.financial/S/GLW\">$Corning(GLW)$</a> -8.1% — AI photonics and storage getting hit. $NVDA$ pulled back from the $235 high to $222.32, extending lower pre-market to $220.98. Three variables are hanging over the market simultaneously this week: the Sell in May narrative is playing out, a new Fed chair just took office, and NVDA reports tomorrow night. What is Monday's selloff telling us? May is structurally a high-pressure month — end-of-quarter repositioning, late earnings season, summer liquidity compression. The \"Sell in May\" narrative tends to self-fulfill. But in","text":"Monday: $SanDisk Corp.(SNDK)$ -8%, $NEBIUS(NBIS)$ -11%, $Lumentum(LITE)$ -9.3%, $Corning(GLW)$ -8.1% — AI photonics and storage getting hit. $NVDA$ pulled back from the $235 high to $222.32, extending lower pre-market to $220.98. Three variables are hanging over the market simultaneously this week: the Sell in May narrative is playing out, a new Fed chair just took office, and NVDA reports tomorrow night. What is Monday's selloff telling us? May is structurally a high-pressure month — end-of-quarter repositioning, late earnings season, summer liquidity compression. The \"Sell in May\" narrative tends to self-fulfill. But in","images":[{"img":"https://community-static.tradeup.com/news/440562db210086f322c1b76981c601a2"},{"img":"https://community-static.tradeup.com/news/ece7dbd33d25f8c11999288eec0ceb49"},{"img":"https://community-static.tradeup.com/news/efed870139aca6eb8c1263d83a2f4ac4"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/565981422162360","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":565483458016216,"gmtCreate":1779090703660,"gmtModify":1779090705857,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/565483458016216","repostId":"1197324019","repostType":2,"repost":{"id":"1197324019","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1779087926,"share":"https://ttm.financial/m/news/1197324019?lang=en_US&edition=fundamental","pubTime":"2026-05-18 15:05","market":"us","language":"en","title":"How Much Will SpaceX Stock Be Worth by 2030? Here's What History Says","url":"https://stock-news.laohu8.com/highlight/detail?id=1197324019","media":"Tiger Newspress","summary":"With whispers of a valuation approaching $2 trillion, SpaceX stands on the precipice of potentially the largest initial public offering in history. Yet forecasting the company's stock price at 2030...","content":"<html><head></head><body><p>With whispers of a valuation approaching $2 trillion, SpaceX stands on the precipice of potentially the largest initial public offering in history. Yet forecasting the company&#39;s stock price at 2030 feels more like an astrology project than astute financial analysis. SpaceX must overcome regulatory hurdles and make significant technological leaps over the next few years to meet investors&#39; sky-high expectations.</p><p>Let&#39;s explore where SpaceX stands today, detail the company&#39;s vast opportunities, and examine some sobering lessons from recent high-profile IPOs.</p><h2 id=\"id_1117431833\" style=\"text-align: inherit;\">Putting SpaceX&#39;s valuation into perspective</h2><p style=\"text-align: start;\">Let&#39;s take a look at SpaceX&#39;s valuation trajectory over the last couple of years:</p><ul style=\"\"><li><p>In late 2024, SpaceX bought back shares from employees for $185 each. This secondary share deal valued the company at $350 billion.</p></li><li><p>About one year later, a tender offer pushed the company&#39;s worth to $800 billion by December 2025.</p></li><li><p>Earlier this year, SpaceX merged with xAI in a $1.25 trillion transaction.</p></li><li><p>Most recently, shares of SpaceX hit a valuation of $1.5 trillion on Forge Global&#39;s private market trading platform.</p></li></ul><p>The company is reportedly eying an IPO valuation between $1.75 trillion and $2 trillion. For context, the company would be valued higher than <strong>Walmart</strong>, <strong>Samsung</strong>, <strong>Meta Platforms</strong>, and <strong>Tesla</strong> at the high end of this range.</p><p style=\"text-align: start;\">Given SpaceX&#39;s S-1 filing remains confidential, investors have only estimates of the company&#39;s revenue and profitability. Some analysts estimate that SpaceX generated between $15 and $16 billion in revenue last year, while others put the company&#39;s top line closer to $18 billion. Regardless of the precise sales figure, SpaceX&#39;s IPO valuation implies a price-to-sales (P/S) multiple exceeding 100.</p><h2 id=\"id_3604896790\" style=\"text-align: inherit;\">Separating SpaceX&#39;s actual business from its lofty goals</h2><p>SpaceX currently operates two proven segments with a third, transformative one taking shape. The company&#39;s reusable rockets reduce launch costs by orders of magnitude, helping SpaceX capture lucrative contracts across commercial and government sectors. Meanwhile, Starlink has evolved from a niche connectivity provider into a global broadband network.</p><p>The real multiplier for SpaceX is artificial intelligence (AI). The company is increasingly marketing itself as an orbital AI infrastructure provider -- leveraging Starlink&#39;s network and Starship&#39;s launch capacity to deploy data centers in space.</p><p>The pitch looks compelling on the surface: Orbital compute can sidestep Earth&#39;s power grid and cooling bottlenecks, offering greater scale for training and inference workloads. Reports claim that SpaceX estimates its total addressable market to be around $28 trillion, with the vast majority tied to enterprise AI.</p><h2 id=\"id_3801472618\" style=\"text-align: inherit;\">These technology IPOs might be a good proxy for SpaceX&#39;s fate</h2><p style=\"text-align: start;\">After a direct listing in 2020, <strong>Palantir Technologies</strong> (NASDAQ: PLTR) faced loads of skepticism over its lumpy, government-heavy revenue and recurring operating losses. A strategic pivot toward commercial AI applications fueled top-line growth and helped widen profit margins. Since bottoming at around $6 per share in 2022, Palantir stock has gained more than 2,100%.</p><p style=\"text-align: start;\"><strong>Snowflake</strong> (NYSE: SNOW) followed a completely different arc. Its 2020 IPO popped dramatically on the first day of trading. Ultimately, it surrendered these gains due to a high-interest-rate environment and normalized growth rates. Investors who bought near the peak remain in the red years later.</p><p>Most recently, <strong>Figma</strong> (NYSE: FIG) and <strong>Cerebras Systems</strong> (NASDAQ: CBRS) delivered outsize first-day surges driven by enthusiasm across high-growth software and next-generation chip architectures. Figma&#39;s momentum eventually settled into a more measured trajectory, with shares now hovering well below their level in early trading days. For now, it&#39;s too early to tell if Cerebras stock will maintain its premium as the company works to convert backlog from OpenAI and <strong>Amazon</strong> Web Services into durable revenue against larger chip rivals.</p><p>History shows that high-profile IPOs generally come with immediate hype and valuation premiums that are driven by narrative. These frothy valuations can persist if business fundamentals compound rapidly and execution matches the growth story -- as with Palantir.</p><p style=\"text-align: start;\">More often, however, IPO stocks erode in the first year after lockups expire, as actual quarterly performance replaces inspiring rhetoric. SpaceX enters the public markets under immense scrutiny. Its IPO will almost certainly price shares at a premium, reflecting the assumed synergies between AI and the final frontier. But the company&#39;s valuation in 2030 remains anyone&#39;s guess.</p><p style=\"text-align: start;\">Maintaining a trillion-dollar profile will require Starlink to scale to serve tens of millions of users, Starship to achieve routine launches, and orbital AI to evolve from an interesting concept into a revenue-generating business. Execution delays, geopolitical tensions over orbital routes, dependence on Elon Musk, and the possibility that AI compute economics favor ground-based solutions are all genuine risks for SpaceX.</p><p>Buying SpaceX at its IPO price requires accepting extreme valuation and volatility risk. A single missed milestone or change in perception could easily trigger a steep correction that lasts several years. Meanwhile, flawless execution from Musk and his team could mint generational wealth. While the stars are within reach, the journey will undoubtedly test even the most patient investors.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Much Will SpaceX Stock Be Worth by 2030? Here's What History Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow Much Will SpaceX Stock Be Worth by 2030? Here's What History Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-05-18 15:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>With whispers of a valuation approaching $2 trillion, SpaceX stands on the precipice of potentially the largest initial public offering in history. Yet forecasting the company&#39;s stock price at 2030 feels more like an astrology project than astute financial analysis. SpaceX must overcome regulatory hurdles and make significant technological leaps over the next few years to meet investors&#39; sky-high expectations.</p><p>Let&#39;s explore where SpaceX stands today, detail the company&#39;s vast opportunities, and examine some sobering lessons from recent high-profile IPOs.</p><h2 id=\"id_1117431833\" style=\"text-align: inherit;\">Putting SpaceX&#39;s valuation into perspective</h2><p style=\"text-align: start;\">Let&#39;s take a look at SpaceX&#39;s valuation trajectory over the last couple of years:</p><ul style=\"\"><li><p>In late 2024, SpaceX bought back shares from employees for $185 each. This secondary share deal valued the company at $350 billion.</p></li><li><p>About one year later, a tender offer pushed the company&#39;s worth to $800 billion by December 2025.</p></li><li><p>Earlier this year, SpaceX merged with xAI in a $1.25 trillion transaction.</p></li><li><p>Most recently, shares of SpaceX hit a valuation of $1.5 trillion on Forge Global&#39;s private market trading platform.</p></li></ul><p>The company is reportedly eying an IPO valuation between $1.75 trillion and $2 trillion. For context, the company would be valued higher than <strong>Walmart</strong>, <strong>Samsung</strong>, <strong>Meta Platforms</strong>, and <strong>Tesla</strong> at the high end of this range.</p><p style=\"text-align: start;\">Given SpaceX&#39;s S-1 filing remains confidential, investors have only estimates of the company&#39;s revenue and profitability. Some analysts estimate that SpaceX generated between $15 and $16 billion in revenue last year, while others put the company&#39;s top line closer to $18 billion. Regardless of the precise sales figure, SpaceX&#39;s IPO valuation implies a price-to-sales (P/S) multiple exceeding 100.</p><h2 id=\"id_3604896790\" style=\"text-align: inherit;\">Separating SpaceX&#39;s actual business from its lofty goals</h2><p>SpaceX currently operates two proven segments with a third, transformative one taking shape. The company&#39;s reusable rockets reduce launch costs by orders of magnitude, helping SpaceX capture lucrative contracts across commercial and government sectors. Meanwhile, Starlink has evolved from a niche connectivity provider into a global broadband network.</p><p>The real multiplier for SpaceX is artificial intelligence (AI). The company is increasingly marketing itself as an orbital AI infrastructure provider -- leveraging Starlink&#39;s network and Starship&#39;s launch capacity to deploy data centers in space.</p><p>The pitch looks compelling on the surface: Orbital compute can sidestep Earth&#39;s power grid and cooling bottlenecks, offering greater scale for training and inference workloads. Reports claim that SpaceX estimates its total addressable market to be around $28 trillion, with the vast majority tied to enterprise AI.</p><h2 id=\"id_3801472618\" style=\"text-align: inherit;\">These technology IPOs might be a good proxy for SpaceX&#39;s fate</h2><p style=\"text-align: start;\">After a direct listing in 2020, <strong>Palantir Technologies</strong> (NASDAQ: PLTR) faced loads of skepticism over its lumpy, government-heavy revenue and recurring operating losses. A strategic pivot toward commercial AI applications fueled top-line growth and helped widen profit margins. Since bottoming at around $6 per share in 2022, Palantir stock has gained more than 2,100%.</p><p style=\"text-align: start;\"><strong>Snowflake</strong> (NYSE: SNOW) followed a completely different arc. Its 2020 IPO popped dramatically on the first day of trading. Ultimately, it surrendered these gains due to a high-interest-rate environment and normalized growth rates. Investors who bought near the peak remain in the red years later.</p><p>Most recently, <strong>Figma</strong> (NYSE: FIG) and <strong>Cerebras Systems</strong> (NASDAQ: CBRS) delivered outsize first-day surges driven by enthusiasm across high-growth software and next-generation chip architectures. Figma&#39;s momentum eventually settled into a more measured trajectory, with shares now hovering well below their level in early trading days. For now, it&#39;s too early to tell if Cerebras stock will maintain its premium as the company works to convert backlog from OpenAI and <strong>Amazon</strong> Web Services into durable revenue against larger chip rivals.</p><p>History shows that high-profile IPOs generally come with immediate hype and valuation premiums that are driven by narrative. These frothy valuations can persist if business fundamentals compound rapidly and execution matches the growth story -- as with Palantir.</p><p style=\"text-align: start;\">More often, however, IPO stocks erode in the first year after lockups expire, as actual quarterly performance replaces inspiring rhetoric. SpaceX enters the public markets under immense scrutiny. Its IPO will almost certainly price shares at a premium, reflecting the assumed synergies between AI and the final frontier. But the company&#39;s valuation in 2030 remains anyone&#39;s guess.</p><p style=\"text-align: start;\">Maintaining a trillion-dollar profile will require Starlink to scale to serve tens of millions of users, Starship to achieve routine launches, and orbital AI to evolve from an interesting concept into a revenue-generating business. Execution delays, geopolitical tensions over orbital routes, dependence on Elon Musk, and the possibility that AI compute economics favor ground-based solutions are all genuine risks for SpaceX.</p><p>Buying SpaceX at its IPO price requires accepting extreme valuation and volatility risk. A single missed milestone or change in perception could easily trigger a steep correction that lasts several years. Meanwhile, flawless execution from Musk and his team could mint generational wealth. While the stars are within reach, the journey will undoubtedly test even the most patient investors.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DXYZ":"Destiny Tech100 Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197324019","content_text":"With whispers of a valuation approaching $2 trillion, SpaceX stands on the precipice of potentially the largest initial public offering in history. Yet forecasting the company's stock price at 2030 feels more like an astrology project than astute financial analysis. SpaceX must overcome regulatory hurdles and make significant technological leaps over the next few years to meet investors' sky-high expectations.Let's explore where SpaceX stands today, detail the company's vast opportunities, and examine some sobering lessons from recent high-profile IPOs.Putting SpaceX's valuation into perspectiveLet's take a look at SpaceX's valuation trajectory over the last couple of years:In late 2024, SpaceX bought back shares from employees for $185 each. This secondary share deal valued the company at $350 billion.About one year later, a tender offer pushed the company's worth to $800 billion by December 2025.Earlier this year, SpaceX merged with xAI in a $1.25 trillion transaction.Most recently, shares of SpaceX hit a valuation of $1.5 trillion on Forge Global's private market trading platform.The company is reportedly eying an IPO valuation between $1.75 trillion and $2 trillion. For context, the company would be valued higher than Walmart, Samsung, Meta Platforms, and Tesla at the high end of this range.Given SpaceX's S-1 filing remains confidential, investors have only estimates of the company's revenue and profitability. Some analysts estimate that SpaceX generated between $15 and $16 billion in revenue last year, while others put the company's top line closer to $18 billion. Regardless of the precise sales figure, SpaceX's IPO valuation implies a price-to-sales (P/S) multiple exceeding 100.Separating SpaceX's actual business from its lofty goalsSpaceX currently operates two proven segments with a third, transformative one taking shape. The company's reusable rockets reduce launch costs by orders of magnitude, helping SpaceX capture lucrative contracts across commercial and government sectors. Meanwhile, Starlink has evolved from a niche connectivity provider into a global broadband network.The real multiplier for SpaceX is artificial intelligence (AI). The company is increasingly marketing itself as an orbital AI infrastructure provider -- leveraging Starlink's network and Starship's launch capacity to deploy data centers in space.The pitch looks compelling on the surface: Orbital compute can sidestep Earth's power grid and cooling bottlenecks, offering greater scale for training and inference workloads. Reports claim that SpaceX estimates its total addressable market to be around $28 trillion, with the vast majority tied to enterprise AI.These technology IPOs might be a good proxy for SpaceX's fateAfter a direct listing in 2020, Palantir Technologies (NASDAQ: PLTR) faced loads of skepticism over its lumpy, government-heavy revenue and recurring operating losses. A strategic pivot toward commercial AI applications fueled top-line growth and helped widen profit margins. Since bottoming at around $6 per share in 2022, Palantir stock has gained more than 2,100%.Snowflake (NYSE: SNOW) followed a completely different arc. Its 2020 IPO popped dramatically on the first day of trading. Ultimately, it surrendered these gains due to a high-interest-rate environment and normalized growth rates. Investors who bought near the peak remain in the red years later.Most recently, Figma (NYSE: FIG) and Cerebras Systems (NASDAQ: CBRS) delivered outsize first-day surges driven by enthusiasm across high-growth software and next-generation chip architectures. Figma's momentum eventually settled into a more measured trajectory, with shares now hovering well below their level in early trading days. For now, it's too early to tell if Cerebras stock will maintain its premium as the company works to convert backlog from OpenAI and Amazon Web Services into durable revenue against larger chip rivals.History shows that high-profile IPOs generally come with immediate hype and valuation premiums that are driven by narrative. These frothy valuations can persist if business fundamentals compound rapidly and execution matches the growth story -- as with Palantir.More often, however, IPO stocks erode in the first year after lockups expire, as actual quarterly performance replaces inspiring rhetoric. SpaceX enters the public markets under immense scrutiny. Its IPO will almost certainly price shares at a premium, reflecting the assumed synergies between AI and the final frontier. But the company's valuation in 2030 remains anyone's guess.Maintaining a trillion-dollar profile will require Starlink to scale to serve tens of millions of users, Starship to achieve routine launches, and orbital AI to evolve from an interesting concept into a revenue-generating business. Execution delays, geopolitical tensions over orbital routes, dependence on Elon Musk, and the possibility that AI compute economics favor ground-based solutions are all genuine risks for SpaceX.Buying SpaceX at its IPO price requires accepting extreme valuation and volatility risk. A single missed milestone or change in perception could easily trigger a steep correction that lasts several years. Meanwhile, flawless execution from Musk and his team could mint generational wealth. While the stars are within reach, the journey will undoubtedly test even the most patient investors.","news_type":1,"symbols_score_info":{"DXYZ":2}},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":563699255788568,"gmtCreate":1778654998864,"gmtModify":1778655002834,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/563699255788568","repostId":"563505789350192","repostType":1,"repost":{"id":563505789350192,"gmtCreate":1778594021304,"gmtModify":1778628600073,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"Find the Next SanDisk! SpaceX IPO Sprinting, Are Space Stocks the Chosen One?","htmlText":"SpaceX IPO officially enters the final countdown; listing expected in June with valuation reaching $1.75 to $2 trillion, poised to become the largest IPO in history. The biggest highlight of this offering is the retail allocation, which could reach as high as 30%—far exceeding industry norms. Space stock earnings recently diverged: <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> soared, <a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a> plummeted 1. <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> — +11.3% \"Fundamental reversal confirmed.\" Revenue $200.3M (+63.4% YoY), exceeding Goldman Sachs' expectations by +11.8%; Order backlog $2.22B, single-quarter QoQ +20%, YoY +108%, a doubling; Space Systems revenue +57% YoY,","listText":"SpaceX IPO officially enters the final countdown; listing expected in June with valuation reaching $1.75 to $2 trillion, poised to become the largest IPO in history. The biggest highlight of this offering is the retail allocation, which could reach as high as 30%—far exceeding industry norms. Space stock earnings recently diverged: <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> soared, <a href=\"https://ttm.financial/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$</a> plummeted 1. <a href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> — +11.3% \"Fundamental reversal confirmed.\" Revenue $200.3M (+63.4% YoY), exceeding Goldman Sachs' expectations by +11.8%; Order backlog $2.22B, single-quarter QoQ +20%, YoY +108%, a doubling; Space Systems revenue +57% YoY,","text":"SpaceX IPO officially enters the final countdown; listing expected in June with valuation reaching $1.75 to $2 trillion, poised to become the largest IPO in history. The biggest highlight of this offering is the retail allocation, which could reach as high as 30%—far exceeding industry norms. Space stock earnings recently diverged: $Rocket Lab USA, Inc.(RKLB)$ soared, $AST SpaceMobile, Inc.(ASTS)$ plummeted 1. $Rocket Lab USA, Inc.(RKLB)$ — +11.3% \"Fundamental reversal confirmed.\" Revenue $200.3M (+63.4% YoY), exceeding Goldman Sachs' expectations by +11.8%; Order backlog $2.22B, single-quarter QoQ +20%, YoY +108%, a doubling; Space Systems revenue +57% YoY,","images":[{"img":"https://community-static.tradeup.com/news/bb58a133c6a7aed730d6d1ba2f83a36f"},{"img":"https://community-static.tradeup.com/news/49a5b0510a0711432281387cd6535798"},{"img":"https://community-static.tradeup.com/news/135fc472aa85faf4cdbcc2849b17dce3"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/563505789350192","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":563404874457256,"gmtCreate":1778583203610,"gmtModify":1778583207323,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/563404874457256","repostId":"2634439290","repostType":2,"repost":{"id":"2634439290","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1778582280,"share":"https://ttm.financial/m/news/2634439290?lang=en_US&edition=fundamental","pubTime":"2026-05-12 18:38","market":"sg","language":"en","title":"Why High Oil Prices Are a Time Bomb for the Tech-Led Rally -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2634439290","media":"Dow Jones","summary":"Stocks are bumping their head on the ceiling of a soaring spring advance, and could be set for a drop over the coming weeks as oil prices remain elevated and inflation gauges show damage from the U.S. war with Iran.The narrow nature of the rally, which saw five stocks -- Nvidia, Micron, Apple, AMD, and Intel -- drive nearly three-quarters of the S&P 500's 2.3% advance last week, is starting to worry some investors heading into Tuesday's April inflation reading and the continuing stalemate between Washington and Tehran.The S&P 500 has powered nearly 13.5% higher since the start of April, and hit a fresh all-time high of 7412 points last night, while the Nasdaq extended its monthly gain to 5.5% with a record close on Monday.Semiconductor stocks, meanwhile, are having their best year since 2009 in just four calendar months, with the PHLX benchmark rising more than 70% from the end of December and nearly 60% since the start of the second quarter.\"A prolonged closure would likely shift the ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Martin Baccardax \n</p>\n<p>\n  Stocks are bumping their head on the ceiling of a soaring spring advance, and could be set for a drop over the coming weeks as oil prices remain elevated and inflation gauges show damage from the U.S. war with Iran. \n</p>\n<p>\n  The narrow nature of the rally, which saw five stocks -- <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Micron, Apple, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, and Intel -- drive nearly three-quarters of the S&amp;P 500's 2.3% advance last week, is starting to worry some investors heading into Tuesday's April inflation reading and the continuing stalemate between Washington and Tehran. \n</p>\n<p>\n  The S&amp;P 500 has powered nearly 13.5% higher since the start of April, and hit a fresh all-time high of 7412 points last night, while the Nasdaq extended its monthly gain to 5.5% with a record close on Monday. \n</p>\n<p>\n  Semiconductor stocks, meanwhile, are having their best year since 2009 in just four calendar months, with the PHLX benchmark rising more than 70% from the end of December and nearly 60% since the start of the second quarter. \n</p>\n<p>\n  But the tech-led nature of the gains, alongside the recent surge in global crude prices and the last of the major quarterly earnings reports due over the next two weeks, suggests stocks might be ready for a pullback heading into the final stretch of the second quarter. \n</p>\n<p>\n  \"The market is overdue for a pause, and that wouldn't be a bad thing,\" said Mark Hackett, chief market strategist at Nationwide. \"Even with higher oil prices, rising yields, and weak sentiment data, the market has remained resilient, which underscores how powerful the earnings and AI-driven momentum remains beneath the surface.\" \n</p>\n<p>\n  \"But after a six-week rally and a sharp rebound off the March lows, some sideways churn would help cool expectations and rebuild a healthier foundation for the next move higher,\" he added. \n</p>\n<p>\n  The combined factors that powered the springtime rally, including a much stronger-than-expected first-quarter earnings, a slowdown in oil prices, and hopes for a lasting truce in the war with Iran, are all starting to fade. \n</p>\n<p>\n  Global crude prices crept higher again on Tuesday, with Brent contracts for July delivery rising another 3.3% to $107.50 a barrel, as peace talks between the U.S. and Iran remain \"on life support,\" according to President Donald Trump. \n</p>\n<p>\n  Stocks, meanwhile, are set for a modestly weaker open, with the S&amp;P 500 called 22 points lower and the Nasdaq priced for a 200 point decline. \n</p>\n<p>\n  That dichotomy of rising crude and soaring U.S. stocks, however, doesn't faze Jean Boivin, who heads BlackRock's Investment Institute. \n</p>\n<p>\n  \"The AI buildout is offsetting the shock's drag on growth, while energy markets still appear to be pricing eventual reopening of the Strait or Hormuz,\" he said, adding that he's \"pro-risk\" for the moment, but watching moves in the U.S. Treasury market. \n</p>\n<p>\n  He notes, however, an important caveat: \"this stance is dependent on eventual normalization in the Strait of Hormuz.\" \n</p>\n<p>\n  \"A prolonged closure would likely shift the balance,\" he added. \"It would lift inflation and rates enough to start weighing on valuations and tighten financial conditions, ultimately challenging both risk assets and the pace of the AI buildout.\" \n</p>\n<p>\n  But it's also worth noting that the S&amp;P 500 is also trading at the highest levels to its 50-day moving average, a key barometer for investor sentiment, since August of 2022, according to Adam Turnquist, chief technical strategist at LPL Financial. \n</p>\n<p>\n  Broader market breadth, meanwhile, has weakened since the early-April boom, with megacap stocks powering the broader bull market trend. That is starting to worry investors over the likelihood of a near-term retreat. \n</p>\n<p>\n  \"The strong recovery has pushed prices to elevated levels and signs of overbought conditions are emerging, suggesting stocks could be due for a near-term pause or pullback,\" he said. \n</p>\n<p>\n  Turnquist, however, sees this as second chance to enter into a longer bull market phase, \"supported by a foundation of solid technical trends and underlying fundamental strength.\" \n</p>\n<p>\n  Write to Martin Baccardax at martin.baccardax@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 12, 2026 06:38 ET (10:38 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why High Oil Prices Are a Time Bomb for the Tech-Led Rally -- Barrons.com</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy High Oil Prices Are a Time Bomb for the Tech-Led Rally -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-12 18:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Martin Baccardax \n</p>\n<p>\n  Stocks are bumping their head on the ceiling of a soaring spring advance, and could be set for a drop over the coming weeks as oil prices remain elevated and inflation gauges show damage from the U.S. war with Iran. \n</p>\n<p>\n  The narrow nature of the rally, which saw five stocks -- <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, Micron, Apple, <a href=\"https://laohu8.com/S/AMD\">AMD</a>, and Intel -- drive nearly three-quarters of the S&amp;P 500's 2.3% advance last week, is starting to worry some investors heading into Tuesday's April inflation reading and the continuing stalemate between Washington and Tehran. \n</p>\n<p>\n  The S&amp;P 500 has powered nearly 13.5% higher since the start of April, and hit a fresh all-time high of 7412 points last night, while the Nasdaq extended its monthly gain to 5.5% with a record close on Monday. \n</p>\n<p>\n  Semiconductor stocks, meanwhile, are having their best year since 2009 in just four calendar months, with the PHLX benchmark rising more than 70% from the end of December and nearly 60% since the start of the second quarter. \n</p>\n<p>\n  But the tech-led nature of the gains, alongside the recent surge in global crude prices and the last of the major quarterly earnings reports due over the next two weeks, suggests stocks might be ready for a pullback heading into the final stretch of the second quarter. \n</p>\n<p>\n  \"The market is overdue for a pause, and that wouldn't be a bad thing,\" said Mark Hackett, chief market strategist at Nationwide. \"Even with higher oil prices, rising yields, and weak sentiment data, the market has remained resilient, which underscores how powerful the earnings and AI-driven momentum remains beneath the surface.\" \n</p>\n<p>\n  \"But after a six-week rally and a sharp rebound off the March lows, some sideways churn would help cool expectations and rebuild a healthier foundation for the next move higher,\" he added. \n</p>\n<p>\n  The combined factors that powered the springtime rally, including a much stronger-than-expected first-quarter earnings, a slowdown in oil prices, and hopes for a lasting truce in the war with Iran, are all starting to fade. \n</p>\n<p>\n  Global crude prices crept higher again on Tuesday, with Brent contracts for July delivery rising another 3.3% to $107.50 a barrel, as peace talks between the U.S. and Iran remain \"on life support,\" according to President Donald Trump. \n</p>\n<p>\n  Stocks, meanwhile, are set for a modestly weaker open, with the S&amp;P 500 called 22 points lower and the Nasdaq priced for a 200 point decline. \n</p>\n<p>\n  That dichotomy of rising crude and soaring U.S. stocks, however, doesn't faze Jean Boivin, who heads BlackRock's Investment Institute. \n</p>\n<p>\n  \"The AI buildout is offsetting the shock's drag on growth, while energy markets still appear to be pricing eventual reopening of the Strait or Hormuz,\" he said, adding that he's \"pro-risk\" for the moment, but watching moves in the U.S. Treasury market. \n</p>\n<p>\n  He notes, however, an important caveat: \"this stance is dependent on eventual normalization in the Strait of Hormuz.\" \n</p>\n<p>\n  \"A prolonged closure would likely shift the balance,\" he added. \"It would lift inflation and rates enough to start weighing on valuations and tighten financial conditions, ultimately challenging both risk assets and the pace of the AI buildout.\" \n</p>\n<p>\n  But it's also worth noting that the S&amp;P 500 is also trading at the highest levels to its 50-day moving average, a key barometer for investor sentiment, since August of 2022, according to Adam Turnquist, chief technical strategist at LPL Financial. \n</p>\n<p>\n  Broader market breadth, meanwhile, has weakened since the early-April boom, with megacap stocks powering the broader bull market trend. That is starting to worry investors over the likelihood of a near-term retreat. \n</p>\n<p>\n  \"The strong recovery has pushed prices to elevated levels and signs of overbought conditions are emerging, suggesting stocks could be due for a near-term pause or pullback,\" he said. \n</p>\n<p>\n  Turnquist, however, sees this as second chance to enter into a longer bull market phase, \"supported by a foundation of solid technical trends and underlying fundamental strength.\" \n</p>\n<p>\n  Write to Martin Baccardax at martin.baccardax@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 12, 2026 06:38 ET (10:38 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDS.UK":"LS -1X NVIDIA","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","AAPY":"AAPL收益溢价策略ETF-Kurv","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDX":"2倍做多NVDA ETF-T-Rex","NVIW.SI":"NVDA 3xLongSG261006","NVDY":"NVDA期权收益策略ETF-YieldMax","APLY":"AAPL期权收益策略ETF-YieldMax","MUD":"1倍做空MU ETF-Direxion","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","NVII":"Rex NVDA Growth & Income ETF","MULL":"2倍做多MU ETF-GraniteShares","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","NVDB":"ProShares Ultra NVDA ETF","NVDD":"1倍做空NVDA ETF-Direxion","ANV":"GraniteShares Autocallable NVDA ETF","3NVD.UK":"LS 3X NVIDIA","AAPB":"2倍做多AAPL ETF-GraniteShares","NVDG":"2倍做多NVDA ETF- Leverage Shares","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","LU1046421795.USD":"富达环球科技A-ACC","AAPD":"1倍做空AAPL ETF-Direxion","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","NVDL":"2倍做多NVDA ETF-GraniteShares","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","NVDQ":"2倍做空NVDA ETF-T-Rex","MACW.SI":"APPLE 3xLongSG261006","AAPU":"2倍做多AAPL ETF-Direxion","LU1206713676.USD":"Aviva Investors - Multi-Strategy Target Return Ah USD","NVDS":"1.5倍做空NVDA ETF-Tradr","MU":"美光科技","2NVD.UK":"2X NVIDIA ETP","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","SNVD.UK":"LS -1X NVIDIA","NVDW":"NVDA周配息ETF-Roundhill","AAPW":"AAPL周配息ETF-Roundhill","NVDU":"2倍做多NVDA ETF-Direxion","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","NVDA":"英伟达","MUU":"2倍做多MU ETF-Direxion","NVD2.UK":"2X NVIDIA ETP","NVD3.UK":"LS 3X NVIDIA","AAPX":"2倍做多Apple ETF-T-Rex","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2634439290","content_text":"By Martin Baccardax \n\n\n  Stocks are bumping their head on the ceiling of a soaring spring advance, and could be set for a drop over the coming weeks as oil prices remain elevated and inflation gauges show damage from the U.S. war with Iran. \n\n\n  The narrow nature of the rally, which saw five stocks -- Nvidia, Micron, Apple, AMD, and Intel -- drive nearly three-quarters of the S&P 500's 2.3% advance last week, is starting to worry some investors heading into Tuesday's April inflation reading and the continuing stalemate between Washington and Tehran. \n\n\n  The S&P 500 has powered nearly 13.5% higher since the start of April, and hit a fresh all-time high of 7412 points last night, while the Nasdaq extended its monthly gain to 5.5% with a record close on Monday. \n\n\n  Semiconductor stocks, meanwhile, are having their best year since 2009 in just four calendar months, with the PHLX benchmark rising more than 70% from the end of December and nearly 60% since the start of the second quarter. \n\n\n  But the tech-led nature of the gains, alongside the recent surge in global crude prices and the last of the major quarterly earnings reports due over the next two weeks, suggests stocks might be ready for a pullback heading into the final stretch of the second quarter. \n\n\n  \"The market is overdue for a pause, and that wouldn't be a bad thing,\" said Mark Hackett, chief market strategist at Nationwide. \"Even with higher oil prices, rising yields, and weak sentiment data, the market has remained resilient, which underscores how powerful the earnings and AI-driven momentum remains beneath the surface.\" \n\n\n  \"But after a six-week rally and a sharp rebound off the March lows, some sideways churn would help cool expectations and rebuild a healthier foundation for the next move higher,\" he added. \n\n\n  The combined factors that powered the springtime rally, including a much stronger-than-expected first-quarter earnings, a slowdown in oil prices, and hopes for a lasting truce in the war with Iran, are all starting to fade. \n\n\n  Global crude prices crept higher again on Tuesday, with Brent contracts for July delivery rising another 3.3% to $107.50 a barrel, as peace talks between the U.S. and Iran remain \"on life support,\" according to President Donald Trump. \n\n\n  Stocks, meanwhile, are set for a modestly weaker open, with the S&P 500 called 22 points lower and the Nasdaq priced for a 200 point decline. \n\n\n  That dichotomy of rising crude and soaring U.S. stocks, however, doesn't faze Jean Boivin, who heads BlackRock's Investment Institute. \n\n\n  \"The AI buildout is offsetting the shock's drag on growth, while energy markets still appear to be pricing eventual reopening of the Strait or Hormuz,\" he said, adding that he's \"pro-risk\" for the moment, but watching moves in the U.S. Treasury market. \n\n\n  He notes, however, an important caveat: \"this stance is dependent on eventual normalization in the Strait of Hormuz.\" \n\n\n  \"A prolonged closure would likely shift the balance,\" he added. \"It would lift inflation and rates enough to start weighing on valuations and tighten financial conditions, ultimately challenging both risk assets and the pace of the AI buildout.\" \n\n\n  But it's also worth noting that the S&P 500 is also trading at the highest levels to its 50-day moving average, a key barometer for investor sentiment, since August of 2022, according to Adam Turnquist, chief technical strategist at LPL Financial. \n\n\n  Broader market breadth, meanwhile, has weakened since the early-April boom, with megacap stocks powering the broader bull market trend. That is starting to worry investors over the likelihood of a near-term retreat. \n\n\n  \"The strong recovery has pushed prices to elevated levels and signs of overbought conditions are emerging, suggesting stocks could be due for a near-term pause or pullback,\" he said. \n\n\n  Turnquist, however, sees this as second chance to enter into a longer bull market phase, \"supported by a foundation of solid technical trends and underlying fundamental strength.\" \n\n\n  Write to Martin Baccardax at martin.baccardax@barrons.com \n\n\n   This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 12, 2026 06:38 ET (10:38 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"NVDS.UK":0.6,"DIPS":0.6,"AAPD":0.6,"AAPU":0.6,"ANV":0.6,"MULL":0.6,"NVDO":0.6,"NVDY":0.6,"NVDQ":0.6,"NVDS":0.6,"NVDG":0.6,"NVDA":0.9,"MU":0.9,"NVDD":0.6,"NVD3.UK":0.6,"2NVD.UK":0.6,"NVD":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"MUU":0.6,"AAPB":0.6,"NVDL":0.6,"NVII":0.6,"NVD2.UK":0.6,"NVDX":0.6,"NVDW":0.6,"NVDB":0.6,"AAPW":0.6,"MACW.SI":0.6,"AAPY":0.6,"NVIW.SI":0.6,"AAPX":0.6,"APLY":0.6,"NVDU":0.6,"MUD":0.6}},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":563124253344160,"gmtCreate":1778511374445,"gmtModify":1778511378034,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/563124253344160","repostId":"562727585898936","repostType":1,"repost":{"id":562727585898936,"gmtCreate":1778417376529,"gmtModify":1778474400039,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"Mag 7 Is Dead? Meet DIAMANS! Did You Get a Seat on New AI Hardware Basket?","htmlText":"Recent spotlights shine on these stocks: <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> +16.6%, <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> +15.5%, <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> +14.0%, <a href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$</a> +13.1%, <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> +11.4%, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> +1.7%, <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> +2.0% — Wall Street has a new concept: the Magnificent 7 era is over. Welcome to DIAMANS, the AI hardware chain that just went vertical today. What Is DIAMANS? Dell + Intel + AMD + Micron + Apple + NVIDIA + SanDisk. Not a random name mashup — a complete AI infrast","listText":"Recent spotlights shine on these stocks: <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> +16.6%, <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> +15.5%, <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> +14.0%, <a href=\"https://ttm.financial/S/DELL\">$Dell Technologies Inc.(DELL)$</a> +13.1%, <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> +11.4%, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> +1.7%, <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> +2.0% — Wall Street has a new concept: the Magnificent 7 era is over. Welcome to DIAMANS, the AI hardware chain that just went vertical today. What Is DIAMANS? Dell + Intel + AMD + Micron + Apple + NVIDIA + SanDisk. Not a random name mashup — a complete AI infrast","text":"Recent spotlights shine on these stocks: $SanDisk Corp.(SNDK)$ +16.6%, $Micron Technology(MU)$ +15.5%, $Intel(INTC)$ +14.0%, $Dell Technologies Inc.(DELL)$ +13.1%, $Advanced Micro Devices(AMD)$ +11.4%, $NVIDIA(NVDA)$ +1.7%, $Apple(AAPL)$ +2.0% — Wall Street has a new concept: the Magnificent 7 era is over. Welcome to DIAMANS, the AI hardware chain that just went vertical today. What Is DIAMANS? Dell + Intel + AMD + Micron + Apple + NVIDIA + SanDisk. Not a random name mashup — a complete AI infrast","images":[{"img":"https://community-static.tradeup.com/news/e316443e3e2e61996c412c59a10d2e58"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/562727585898936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":562130645770672,"gmtCreate":1778270638999,"gmtModify":1778270641331,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4170531311945842","authorIdStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/562130645770672","repostId":"2634463085","repostType":2,"repost":{"id":"2634463085","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1778257740,"share":"https://ttm.financial/m/news/2634463085?lang=en_US&edition=fundamental","pubTime":"2026-05-09 00:29","market":"sg","language":"en","title":"Memory Stocks Continue to Surge. What's Driving Micron and Sandisk Higher. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2634463085","media":"Dow Jones","summary":"Micron Technology and Sandisk stock continued their historic rally this week, thanks to a flurry of headlines signaling overwhelming demand and limited supply for memory.Micron, the memory chip maker, jumped 11% Friday, putting it on pace to end the week up 32%. That would mark the stock's best weekly performance since 2008, according to Dow Jones Market Data.Sandisk, which specializes in flash memory, rose 12% Friday. Up 26% on the week, shares have soared roughly 4,000% since the company spun off from Western Digital last February.Quarterly reports from the largest tech companies have pointed to the continued growth of AI investments and a shortage of components, memory perhaps chief among them. It came as no surprise last week when Sandisk breezed past quarterly earnings expectations in this backdrop.Although the stock prices have soared, investors aren't driving up shares on hype alone. Sandisk trades at 9.5 times projected earnings over the next 12 months and Micron trades at 8.6 ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Nate Wolf \n</p>\n<p>\n  Micron Technology and Sandisk stock continued their historic rally this week, thanks to a flurry of headlines signaling overwhelming demand and limited supply for memory. \n</p>\n<p>\n  Micron, the memory chip maker, jumped 11% Friday, putting it on pace to end the week up 32%. That would mark the stock's best weekly performance since 2008, according to Dow Jones Market Data. \n</p>\n<p>\n  Sandisk, which specializes in flash memory, rose 12% Friday. Up 26% on the week, shares have soared roughly 4,000% since the company spun off from <a href=\"https://laohu8.com/S/WDCVV\">Western Digital</a> last February. \n</p>\n<p>\n  The root cause for this week's blockbuster gains was the same as always: artificial intelligence. \n</p>\n<p>\n  Quarterly reports from the largest tech companies have pointed to the continued growth of AI investments and a shortage of components, memory perhaps chief among them. It came as no surprise last week when Sandisk breezed past quarterly earnings expectations in this backdrop. \n</p>\n<p>\n  In the latest sign of a tightening supply bottleneck that has sent memory prices skyrocketing, customers are offering to foot the bill for greater production capacity. Tech companies have approached Korean memory chip maker <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a> with offers to invest in production lines and fund purchases manufacturing tools, Reuters reported Thursday. \n</p>\n<p>\n  SK Hynix didn't immediately respond to Barron's requests for comment. \n</p>\n<p>\n  On the demand side, the AI boom doesn't show any signs of slowing down. This week alone, Anthropic agreed to lease AI capacity from SpaceX; Advanced Micro Devices reported a huge jump in data-center sales; and Akamai Technologies won a $1.8 billion infrastructure deal with an undisclosed AI model provider. \n</p>\n<p>\n  \"Recent headlines point to robust AI infrastructure demand,\" wrote BNP Paribas analyst Nick Jones in a research note Thursday. More infrastructure means more components, and that means more business for Sandisk and Micron. \n</p>\n<p>\n  Although the stock prices have soared, investors aren't driving up shares on hype alone. Sandisk trades at 9.5 times projected earnings over the next 12 months and Micron trades at 8.6 times. That is roughly in line with multiples of 8 times and 8.7 times a year ago, respectively, and far below the PHLX Semiconductor index's average of 25.9 times \n</p>\n<p>\n  Write to Nate Wolf at nate.wolf@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 08, 2026 12:29 ET (16:29 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Memory Stocks Continue to Surge. What's Driving Micron and Sandisk Higher. -- Barrons.com</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\">\nMemory Stocks Continue to Surge. What's Driving Micron and Sandisk Higher. -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-09 00:29</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Nate Wolf \n</p>\n<p>\n  Micron Technology and Sandisk stock continued their historic rally this week, thanks to a flurry of headlines signaling overwhelming demand and limited supply for memory. \n</p>\n<p>\n  Micron, the memory chip maker, jumped 11% Friday, putting it on pace to end the week up 32%. That would mark the stock's best weekly performance since 2008, according to Dow Jones Market Data. \n</p>\n<p>\n  Sandisk, which specializes in flash memory, rose 12% Friday. Up 26% on the week, shares have soared roughly 4,000% since the company spun off from <a href=\"https://laohu8.com/S/WDCVV\">Western Digital</a> last February. \n</p>\n<p>\n  The root cause for this week's blockbuster gains was the same as always: artificial intelligence. \n</p>\n<p>\n  Quarterly reports from the largest tech companies have pointed to the continued growth of AI investments and a shortage of components, memory perhaps chief among them. It came as no surprise last week when Sandisk breezed past quarterly earnings expectations in this backdrop. \n</p>\n<p>\n  In the latest sign of a tightening supply bottleneck that has sent memory prices skyrocketing, customers are offering to foot the bill for greater production capacity. Tech companies have approached Korean memory chip maker <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a> with offers to invest in production lines and fund purchases manufacturing tools, Reuters reported Thursday. \n</p>\n<p>\n  SK Hynix didn't immediately respond to Barron's requests for comment. \n</p>\n<p>\n  On the demand side, the AI boom doesn't show any signs of slowing down. This week alone, Anthropic agreed to lease AI capacity from SpaceX; Advanced Micro Devices reported a huge jump in data-center sales; and Akamai Technologies won a $1.8 billion infrastructure deal with an undisclosed AI model provider. \n</p>\n<p>\n  \"Recent headlines point to robust AI infrastructure demand,\" wrote BNP Paribas analyst Nick Jones in a research note Thursday. More infrastructure means more components, and that means more business for Sandisk and Micron. \n</p>\n<p>\n  Although the stock prices have soared, investors aren't driving up shares on hype alone. Sandisk trades at 9.5 times projected earnings over the next 12 months and Micron trades at 8.6 times. That is roughly in line with multiples of 8 times and 8.7 times a year ago, respectively, and far below the PHLX Semiconductor index's average of 25.9 times \n</p>\n<p>\n  Write to Nate Wolf at nate.wolf@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 08, 2026 12:29 ET (16:29 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0795875086.SGD":"JPMorgan Investment Funds - 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That would mark the stock's best weekly performance since 2008, according to Dow Jones Market Data. \n\n\n  Sandisk, which specializes in flash memory, rose 12% Friday. Up 26% on the week, shares have soared roughly 4,000% since the company spun off from Western Digital last February. \n\n\n  The root cause for this week's blockbuster gains was the same as always: artificial intelligence. \n\n\n  Quarterly reports from the largest tech companies have pointed to the continued growth of AI investments and a shortage of components, memory perhaps chief among them. It came as no surprise last week when Sandisk breezed past quarterly earnings expectations in this backdrop. \n\n\n  In the latest sign of a tightening supply bottleneck that has sent memory prices skyrocketing, customers are offering to foot the bill for greater production capacity. Tech companies have approached Korean memory chip maker SK Hynix with offers to invest in production lines and fund purchases manufacturing tools, Reuters reported Thursday. \n\n\n  SK Hynix didn't immediately respond to Barron's requests for comment. \n\n\n  On the demand side, the AI boom doesn't show any signs of slowing down. This week alone, Anthropic agreed to lease AI capacity from SpaceX; Advanced Micro Devices reported a huge jump in data-center sales; and Akamai Technologies won a $1.8 billion infrastructure deal with an undisclosed AI model provider. \n\n\n  \"Recent headlines point to robust AI infrastructure demand,\" wrote BNP Paribas analyst Nick Jones in a research note Thursday. More infrastructure means more components, and that means more business for Sandisk and Micron. \n\n\n  Although the stock prices have soared, investors aren't driving up shares on hype alone. Sandisk trades at 9.5 times projected earnings over the next 12 months and Micron trades at 8.6 times. That is roughly in line with multiples of 8 times and 8.7 times a year ago, respectively, and far below the PHLX Semiconductor index's average of 25.9 times \n\n\n  Write to Nate Wolf at nate.wolf@barrons.com \n\n\n   This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 08, 2026 12:29 ET (16:29 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"GOOY":0.6,"GOU":0.6,"GOOP":0.6,"MSFX":0.6,"GGLL":0.6,"MULL":0.6,"MUU":0.6,"MSFU":0.6,"USJW.SI":0.6,"MSFW":0.6,"WDCX":0.6,"AIPO":0.73,"SNXX":0.6,"MU":1.95,"MSFO":0.6,"AGIX":0.61,"GGLS":0.6,"MSFL":0.6,"SNDK":1.94,"GOOX":0.6,"CHAT":0.61,"ARTY":0.61,"GOOW":0.6,"MSFD":0.6,"MSFY":0.6,"AI":0.61,"AIYY":0.6,"MUD":0.6}},"isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":445542671057008,"gmtCreate":1749797342356,"gmtModify":1749797344047,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/445542671057008","repostId":"445120653000832","repostType":1,"repost":{"id":445120653000832,"gmtCreate":1749696861790,"gmtModify":1749721465867,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> ⚠️ Heavy put flow, RSI scraping the floor, and compression beneath the 200-day moving average. Is Apple about to snap back harder than the market expects? 🍏📉🤖 Apple’s Strategic Silence: Unpacking $AAPL’s Coiled Potential in a Noisy Market 🤖📉🍏 I’ve been diving deep into Apple’s current setup, and what strikes me isn’t the surface-level pressure on the stock, it’s the quiet tension beneath it. The price is hovering at $199.10 as of 12Jun25, 🇳🇿NZST, and while the market’s buzzing with bearish chatter, I see something different: a stock coiling, not crumbling. This isn’t about gut feelings or hype, it’s about the data, the patterns, and the broader forces at play. Let me walk you through what I’m seeing, blending technical precision, mac","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> ⚠️ Heavy put flow, RSI scraping the floor, and compression beneath the 200-day moving average. Is Apple about to snap back harder than the market expects? 🍏📉🤖 Apple’s Strategic Silence: Unpacking $AAPL’s Coiled Potential in a Noisy Market 🤖📉🍏 I’ve been diving deep into Apple’s current setup, and what strikes me isn’t the surface-level pressure on the stock, it’s the quiet tension beneath it. The price is hovering at $199.10 as of 12Jun25, 🇳🇿NZST, and while the market’s buzzing with bearish chatter, I see something different: a stock coiling, not crumbling. This isn’t about gut feelings or hype, it’s about the data, the patterns, and the broader forces at play. Let me walk you through what I’m seeing, blending technical precision, mac","text":"$Apple(AAPL)$ ⚠️ Heavy put flow, RSI scraping the floor, and compression beneath the 200-day moving average. Is Apple about to snap back harder than the market expects? 🍏📉🤖 Apple’s Strategic Silence: Unpacking $AAPL’s Coiled Potential in a Noisy Market 🤖📉🍏 I’ve been diving deep into Apple’s current setup, and what strikes me isn’t the surface-level pressure on the stock, it’s the quiet tension beneath it. The price is hovering at $199.10 as of 12Jun25, 🇳🇿NZST, and while the market’s buzzing with bearish chatter, I see something different: a stock coiling, not crumbling. This isn’t about gut feelings or hype, it’s about the data, the patterns, and the broader forces at play. Let me walk you through what I’m seeing, blending technical precision, mac","images":[{"img":"https://community-static.tradeup.com/news/ab8df101c2192701eb58f81ac72662f4","width":"1118","height":"498"},{"img":"https://community-static.tradeup.com/news/7819c2b44f626c211ea946bed60ab6a2","width":"660","height":"429"},{"img":"https://community-static.tradeup.com/news/2ba40645a403a73fe47c3ec531b8a16e","width":"1116","height":"1099"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/445120653000832","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":572199520470032,"gmtCreate":1780719598477,"gmtModify":1780719601363,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/572199520470032","repostId":"1122938658","repostType":2,"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":571938602206448,"gmtCreate":1780655932364,"gmtModify":1780655934052,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/571938602206448","repostId":"1101037150","repostType":2,"repost":{"id":"1101037150","kind":"news","weMediaInfo":{"introduction":"Magic option strategies for extra income.","home_visible":1,"media_name":"Option Witch","id":"1016323842","head_image":"https://community-static.tradeup.com/news/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1780646927,"share":"https://ttm.financial/m/news/1101037150?lang=en_US&edition=fundamental","pubTime":"2026-06-05 16:08","market":"us","language":"en","title":"Option Focus | Institutions See Limited Upside in Microsoft, Sell $500/$550 Calls and Shift Toward Premium-Collection Strategies","url":"https://stock-news.laohu8.com/highlight/detail?id=1101037150","media":"Option Witch","summary":"Microsoft shares closed at $428.05 on Thursday, up 0.17%. With the stock continuing to consolidate near record highs, unusual activity has emerged in the options market. A notable transaction...","content":"<html><head></head><body><p style=\"text-align: left;\">Microsoft shares closed at $428.05 on Thursday, up 0.17%. With the stock continuing to consolidate near record highs, unusual activity has emerged in the options market. A notable transaction involving the sale of March 2027 $540 call options generated more than $3.55 million in premium, drawing market attention. Combined with other recent options flows, the data suggest that institutional investors may be shifting toward premium-collection strategies rather than positioning for substantial upside.</p><h2 style=\"text-align: left;\">Options Metrics</h2><p style=\"text-align: left;\">As of June 5, 2026, Microsoft&#39;s implied volatility (IV) stood at 27.59%, with an IV percentile of 57.77%.</p><p style=\"text-align: left;\">This places volatility within the broadly neutral 30%-70% range, indicating that options are neither meaningfully overvalued nor undervalued. Such conditions generally provide a balanced environment for implementing options strategies.</p><p style=\"text-align: left;\">Meanwhile, the day&#39;s call-to-put volume ratio reached 3.30, highlighting significantly stronger trading activity in call options relative to puts. However, a closer look at block trades suggests that the elevated call volume may be driven less by outright bullish positioning and more by investors selling call options to harvest premium income.</p><h2 style=\"text-align: left;\">Block Trade Activity</h2><p style=\"text-align: left;\">Large options transactions over the past one to two trading sessions provide further insight into institutional positioning.</p><p style=\"text-align: left;\">The most notable trade was the sale of 1,750 contracts of the March 19, 2027 $540 out-of-the-money call option, generating approximately $3.55 million in premium.</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MSFT 20270319 540.0 CALL\" data-mention-name=\"MSFT\" href=\"https://ttm.financial/OPT/MSFT%2020270319%20540.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MSFT 20270319 540.0 CALL$</a></strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d2e39203b8353d143eeb9ed1905dfc0b\" data-align=\"center\" tg-width=\"1169\" tg-height=\"468\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">The sizeable sale of long-dated out-of-the-money calls is typically interpreted as either a cautious view on Microsoft&#39;s longer-term upside potential or part of a covered-call strategy designed to monetize option premium.</p><p style=\"text-align: left;\">Additional selling activity was also concentrated in shorter-dated out-of-the-money calls. For example, investors sold 2,177 contracts of the August 21, 2026 $500 call option, collecting roughly $1.96 million in premium.</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MSFT 20260821 500.0 CALL\" data-mention-name=\"MSFT\" href=\"https://ttm.financial/OPT/MSFT%2020260821%20500.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MSFT 20260821 500.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ba672a84af26b70f075d56b145761f87\" data-align=\"center\" tg-width=\"1169\" tg-height=\"498\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">Although there were also bullish transactions, including the purchase of 2,859 contracts of the July 17, 2026 $500 call option worth approximately $776,700, aggregate call-selling activity significantly outweighed call buying. Total premium generated from call sales approached $5.5 million, far exceeding the value and volume of bullish call purchases.</p><p style=\"text-align: left;\">Taken together, the flow suggests institutional investors remain broadly neutral to moderately bearish on the stock&#39;s near-term upside prospects, with a preference for generating income through the sale of out-of-the-money options and capturing time-decay premiums.</p><h2 style=\"text-align: left;\">Strategy Takeaways</h2><p style=\"text-align: left;\">For investors who share the institutional view that Microsoft&#39;s upside may be limited while volatility remains relatively neutral, selling deep out-of-the-money call options with low delta exposure (for example, below 0.30) may offer an opportunity to collect premium income.</p><p style=\"text-align: left;\">For those seeking a more conservative approach and looking to avoid unlimited risk exposure or substantial margin requirements, a call credit spread—such as a bear call spread—may provide a more risk-defined alternative while still benefiting from time decay and limited upside expectations.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Option Focus | Institutions See Limited Upside in Microsoft, Sell $500/$550 Calls and Shift Toward Premium-Collection Strategies</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\">\nOption Focus | Institutions See Limited Upside in Microsoft, Sell $500/$550 Calls and Shift Toward Premium-Collection Strategies\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1016323842\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Option Witch </p>\n<p class=\"h-time\">2026-06-05 16:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Microsoft shares closed at $428.05 on Thursday, up 0.17%. With the stock continuing to consolidate near record highs, unusual activity has emerged in the options market. A notable transaction involving the sale of March 2027 $540 call options generated more than $3.55 million in premium, drawing market attention. Combined with other recent options flows, the data suggest that institutional investors may be shifting toward premium-collection strategies rather than positioning for substantial upside.</p><h2 style=\"text-align: left;\">Options Metrics</h2><p style=\"text-align: left;\">As of June 5, 2026, Microsoft&#39;s implied volatility (IV) stood at 27.59%, with an IV percentile of 57.77%.</p><p style=\"text-align: left;\">This places volatility within the broadly neutral 30%-70% range, indicating that options are neither meaningfully overvalued nor undervalued. Such conditions generally provide a balanced environment for implementing options strategies.</p><p style=\"text-align: left;\">Meanwhile, the day&#39;s call-to-put volume ratio reached 3.30, highlighting significantly stronger trading activity in call options relative to puts. However, a closer look at block trades suggests that the elevated call volume may be driven less by outright bullish positioning and more by investors selling call options to harvest premium income.</p><h2 style=\"text-align: left;\">Block Trade Activity</h2><p style=\"text-align: left;\">Large options transactions over the past one to two trading sessions provide further insight into institutional positioning.</p><p style=\"text-align: left;\">The most notable trade was the sale of 1,750 contracts of the March 19, 2027 $540 out-of-the-money call option, generating approximately $3.55 million in premium.</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MSFT 20270319 540.0 CALL\" data-mention-name=\"MSFT\" href=\"https://ttm.financial/OPT/MSFT%2020270319%20540.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MSFT 20270319 540.0 CALL$</a></strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d2e39203b8353d143eeb9ed1905dfc0b\" data-align=\"center\" tg-width=\"1169\" tg-height=\"468\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">The sizeable sale of long-dated out-of-the-money calls is typically interpreted as either a cautious view on Microsoft&#39;s longer-term upside potential or part of a covered-call strategy designed to monetize option premium.</p><p style=\"text-align: left;\">Additional selling activity was also concentrated in shorter-dated out-of-the-money calls. For example, investors sold 2,177 contracts of the August 21, 2026 $500 call option, collecting roughly $1.96 million in premium.</p><p style=\"text-align: left;\"><strong><a class=\"teditor-mention\" data-mention-id=\"MSFT 20260821 500.0 CALL\" data-mention-name=\"MSFT\" href=\"https://ttm.financial/OPT/MSFT%2020260821%20500.0%20CALL\" target=\"_blank\" rel=\"noopener noreferrer\">$MSFT 20260821 500.0 CALL$</a> </strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ba672a84af26b70f075d56b145761f87\" data-align=\"center\" tg-width=\"1169\" tg-height=\"498\"/><span>Source: Tiger Trade App</span></p><p style=\"text-align: left;\">Although there were also bullish transactions, including the purchase of 2,859 contracts of the July 17, 2026 $500 call option worth approximately $776,700, aggregate call-selling activity significantly outweighed call buying. Total premium generated from call sales approached $5.5 million, far exceeding the value and volume of bullish call purchases.</p><p style=\"text-align: left;\">Taken together, the flow suggests institutional investors remain broadly neutral to moderately bearish on the stock&#39;s near-term upside prospects, with a preference for generating income through the sale of out-of-the-money options and capturing time-decay premiums.</p><h2 style=\"text-align: left;\">Strategy Takeaways</h2><p style=\"text-align: left;\">For investors who share the institutional view that Microsoft&#39;s upside may be limited while volatility remains relatively neutral, selling deep out-of-the-money call options with low delta exposure (for example, below 0.30) may offer an opportunity to collect premium income.</p><p style=\"text-align: left;\">For those seeking a more conservative approach and looking to avoid unlimited risk exposure or substantial margin requirements, a call credit spread—such as a bear call spread—may provide a more risk-defined alternative while still benefiting from time decay and limited upside expectations.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","MSFL":"2倍做多MSFT ETF-GraniteShares","MSFW":"Roundhill MSFT WeeklyPay ETF","MSFT":"微软","MSFO":"MSFT期权收益策略ETF-YieldMax","MSFX":"2倍做多MSFT ETF-T-Rex","MSFD":"1倍做空MSFT ETF-Direxion","MSFU":"2倍做多MSFT ETF-Direxion"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101037150","content_text":"Microsoft shares closed at $428.05 on Thursday, up 0.17%. With the stock continuing to consolidate near record highs, unusual activity has emerged in the options market. A notable transaction involving the sale of March 2027 $540 call options generated more than $3.55 million in premium, drawing market attention. Combined with other recent options flows, the data suggest that institutional investors may be shifting toward premium-collection strategies rather than positioning for substantial upside.Options MetricsAs of June 5, 2026, Microsoft's implied volatility (IV) stood at 27.59%, with an IV percentile of 57.77%.This places volatility within the broadly neutral 30%-70% range, indicating that options are neither meaningfully overvalued nor undervalued. Such conditions generally provide a balanced environment for implementing options strategies.Meanwhile, the day's call-to-put volume ratio reached 3.30, highlighting significantly stronger trading activity in call options relative to puts. However, a closer look at block trades suggests that the elevated call volume may be driven less by outright bullish positioning and more by investors selling call options to harvest premium income.Block Trade ActivityLarge options transactions over the past one to two trading sessions provide further insight into institutional positioning.The most notable trade was the sale of 1,750 contracts of the March 19, 2027 $540 out-of-the-money call option, generating approximately $3.55 million in premium.$MSFT 20270319 540.0 CALL$Source: Tiger Trade AppThe sizeable sale of long-dated out-of-the-money calls is typically interpreted as either a cautious view on Microsoft's longer-term upside potential or part of a covered-call strategy designed to monetize option premium.Additional selling activity was also concentrated in shorter-dated out-of-the-money calls. For example, investors sold 2,177 contracts of the August 21, 2026 $500 call option, collecting roughly $1.96 million in premium.$MSFT 20260821 500.0 CALL$ Source: Tiger Trade AppAlthough there were also bullish transactions, including the purchase of 2,859 contracts of the July 17, 2026 $500 call option worth approximately $776,700, aggregate call-selling activity significantly outweighed call buying. Total premium generated from call sales approached $5.5 million, far exceeding the value and volume of bullish call purchases.Taken together, the flow suggests institutional investors remain broadly neutral to moderately bearish on the stock's near-term upside prospects, with a preference for generating income through the sale of out-of-the-money options and capturing time-decay premiums.Strategy TakeawaysFor investors who share the institutional view that Microsoft's upside may be limited while volatility remains relatively neutral, selling deep out-of-the-money call options with low delta exposure (for example, below 0.30) may offer an opportunity to collect premium income.For those seeking a more conservative approach and looking to avoid unlimited risk exposure or substantial margin requirements, a call credit spread—such as a bear call spread—may provide a more risk-defined alternative while still benefiting from time decay and limited upside expectations.","news_type":1,"symbols_score_info":{"MSFL":0.6,"MSFT":2,"MSFU":0.6,"MSFX":0.6,"MSFY":0.6,"MSFO":0.6,"MSFW":0.6,"MSFD":0.6}},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":571715974849032,"gmtCreate":1780601714641,"gmtModify":1780601717556,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/571715974849032","repostId":"2641116438","repostType":2,"repost":{"id":"2641116438","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1780599900,"share":"https://ttm.financial/m/news/2641116438?lang=en_US&edition=fundamental","pubTime":"2026-06-05 03:05","market":"sh","language":"en","title":"Stocks Just Flashed a Rare Market Signal. Here's What It Could Mean. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2641116438","media":"Dow Jones","summary":"Wall Street is making room for a big wave of new stock listings, capital raises, and new investment themes this week, much of it linked to the AI investment theme that has powered markets higher for much of the past three years.And that has stocks doing something they haven't done in a very long time.The NYSE Tick Index, little-known outside of Wall Street but closely tracked within it, measures market breadth by comparing the number of stocks trading on upticks with those trading on downticks.That suggests a worrying loss of short-term buying momentum for a market that has gained more than 15% over the past two months, powered by a near 20% advance for an index of the so-called Magnificent Seven tech stocks and a stunning 68% advance for the PHLX Semiconductor Index.\"It's too early to say if this is simply a mild bout of profit-taking, or a harbinger of a more protracted and deeper retreat,\" said David Morrison, senior market analyst at Trade Nation. \"But investors will be mindful of ","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Martin Baccardax \n</p>\n<p>\n  Wall Street is making room for a big wave of new stock listings, capital raises, and new investment themes this week, much of it linked to the AI investment theme that has powered markets higher for much of the past three years. \n</p>\n<p>\n  And that has stocks doing something they haven't done in a very long time. \n</p>\n<p>\n  The NYSE Tick Index, little-known outside of Wall Street but closely tracked within it, measures market breadth by comparing the number of stocks trading on upticks with those trading on downticks. \n</p>\n<p>\n  Wednesday's trading session, which marked the end of the market's nine-day rally, the longest in a year, also indicated the first sub-500 reading for the Tick Index since September of 2023, as noted by Tom Hearden, a senior trader at Skylands Capital in Milwaukee. \n</p>\n<p>\n  That suggests a worrying loss of short-term buying momentum for a market that has gained more than 15% over the past two months, powered by a near 20% advance for an index of the so-called Magnificent Seven tech stocks and a stunning 68% advance for the PHLX Semiconductor Index. \n</p>\n<p>\n  Coming as it does amid a new round of warnings that the tech trade is reaching bubble-like conditions, and ahead of the biggest IPO in market history next week, it's worth heeding. \n</p>\n<p>\n  \"For a lot of investors, this avalanche of supply awakens dark memories of other ebullient markets,\" said Giuseppe Sette, co-founder and president of Reflexivity, an AI solutions group focused on the investment industry. \n</p>\n<p>\n  He thinks investors are grappling with two distinct options: sticking with the market and risking a pullback, or loading into bonds until the IPO wave is complete. How you answer that, of course, depends on your perspective. \n</p>\n<p>\n  \"If the market was 10% lower after the IPOs, would you buy?,\" Sette asked. \"Because if the answer is yes, then you should stay in the market.\" \n</p>\n<p>\n  There's at least a sliver of evidence that some investors are taking Sette's second option. \n</p>\n<p>\n  Benchmark Treasury bond yields were moving lower on Thursday, pushing prices higher, as stocks extend their tech-led decline to a second consecutive session. \n</p>\n<p>\n  That's coming amid better than expected jobs and activity data, which is stoking bets on Federal Reserve rate hikes over the back half of the year, as well as persistent concerns over debt and deficit levels tied to the One Big Beautiful Bill Act which came into effect earlier this year. \n</p>\n<p>\n  Stocks, however, are in retreat, with the S&amp;P 500 on track for a second straight decline -- the first back-to-back losses since mid-May -- even after better-than-expected earnings from Broadcom. \n</p>\n<p>\n  \"It's too early to say if this is simply a mild bout of profit-taking, or a harbinger of a more protracted and deeper retreat,\" said David Morrison, senior market analyst at Trade Nation. \"But investors will be mindful of the extraordinary gains made in semiconductors over the past two months, and the upcoming SpaceX IPO which is sure to suck some money out of outperforming stocks.\" \n</p>\n<p>\n  Stocks are facing a tough stretch over the days ahead, with payroll data on Friday, SpaceX's $1.8 trillion listing next Friday and the first Federal Reserve meeting under the leadership of new chairman Kevin Warsh the following week. \n</p>\n<p>\n  And the first-quarter earnings season -- the strongest in five years -- is largely complete and likely already reflected in stock prices. \n</p>\n<p>\n  \"The S&amp;P 500 may face a necessary technical correction in the short term, as the index is being pressured by profit-taking, geopolitical risks, higher oil prices, and less clear Fed expectations,\" said Linh Tran, Market Analyst at XS.com. \n</p>\n<p>\n  \"But the more reasonable scenario is a consolidation phase after a strong rally, before the market receives clearer signals from labor data, inflation figures, and earnings results from the technology sector,\" she added. \n</p>\n<p>\n  Write to Martin Baccardax at martin.baccardax@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 04, 2026 15:05 ET (19:05 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stocks Just Flashed a Rare Market Signal. Here's What It Could Mean. -- Barrons.com</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\">\nStocks Just Flashed a Rare Market Signal. Here's What It Could Mean. -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-05 03:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Martin Baccardax \n</p>\n<p>\n  Wall Street is making room for a big wave of new stock listings, capital raises, and new investment themes this week, much of it linked to the AI investment theme that has powered markets higher for much of the past three years. \n</p>\n<p>\n  And that has stocks doing something they haven't done in a very long time. \n</p>\n<p>\n  The NYSE Tick Index, little-known outside of Wall Street but closely tracked within it, measures market breadth by comparing the number of stocks trading on upticks with those trading on downticks. \n</p>\n<p>\n  Wednesday's trading session, which marked the end of the market's nine-day rally, the longest in a year, also indicated the first sub-500 reading for the Tick Index since September of 2023, as noted by Tom Hearden, a senior trader at Skylands Capital in Milwaukee. \n</p>\n<p>\n  That suggests a worrying loss of short-term buying momentum for a market that has gained more than 15% over the past two months, powered by a near 20% advance for an index of the so-called Magnificent Seven tech stocks and a stunning 68% advance for the PHLX Semiconductor Index. \n</p>\n<p>\n  Coming as it does amid a new round of warnings that the tech trade is reaching bubble-like conditions, and ahead of the biggest IPO in market history next week, it's worth heeding. \n</p>\n<p>\n  \"For a lot of investors, this avalanche of supply awakens dark memories of other ebullient markets,\" said Giuseppe Sette, co-founder and president of Reflexivity, an AI solutions group focused on the investment industry. \n</p>\n<p>\n  He thinks investors are grappling with two distinct options: sticking with the market and risking a pullback, or loading into bonds until the IPO wave is complete. How you answer that, of course, depends on your perspective. \n</p>\n<p>\n  \"If the market was 10% lower after the IPOs, would you buy?,\" Sette asked. \"Because if the answer is yes, then you should stay in the market.\" \n</p>\n<p>\n  There's at least a sliver of evidence that some investors are taking Sette's second option. \n</p>\n<p>\n  Benchmark Treasury bond yields were moving lower on Thursday, pushing prices higher, as stocks extend their tech-led decline to a second consecutive session. \n</p>\n<p>\n  That's coming amid better than expected jobs and activity data, which is stoking bets on Federal Reserve rate hikes over the back half of the year, as well as persistent concerns over debt and deficit levels tied to the One Big Beautiful Bill Act which came into effect earlier this year. \n</p>\n<p>\n  Stocks, however, are in retreat, with the S&amp;P 500 on track for a second straight decline -- the first back-to-back losses since mid-May -- even after better-than-expected earnings from Broadcom. \n</p>\n<p>\n  \"It's too early to say if this is simply a mild bout of profit-taking, or a harbinger of a more protracted and deeper retreat,\" said David Morrison, senior market analyst at Trade Nation. \"But investors will be mindful of the extraordinary gains made in semiconductors over the past two months, and the upcoming SpaceX IPO which is sure to suck some money out of outperforming stocks.\" \n</p>\n<p>\n  Stocks are facing a tough stretch over the days ahead, with payroll data on Friday, SpaceX's $1.8 trillion listing next Friday and the first Federal Reserve meeting under the leadership of new chairman Kevin Warsh the following week. \n</p>\n<p>\n  And the first-quarter earnings season -- the strongest in five years -- is largely complete and likely already reflected in stock prices. \n</p>\n<p>\n  \"The S&amp;P 500 may face a necessary technical correction in the short term, as the index is being pressured by profit-taking, geopolitical risks, higher oil prices, and less clear Fed expectations,\" said Linh Tran, Market Analyst at XS.com. \n</p>\n<p>\n  \"But the more reasonable scenario is a consolidation phase after a strong rally, before the market receives clearer signals from labor data, inflation figures, and earnings results from the technology sector,\" she added. \n</p>\n<p>\n  Write to Martin Baccardax at martin.baccardax@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  June 04, 2026 15:05 ET (19:05 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - 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How you answer that, of course, depends on your perspective. \n\n\n  \"If the market was 10% lower after the IPOs, would you buy?,\" Sette asked. \"Because if the answer is yes, then you should stay in the market.\" \n\n\n  There's at least a sliver of evidence that some investors are taking Sette's second option. \n\n\n  Benchmark Treasury bond yields were moving lower on Thursday, pushing prices higher, as stocks extend their tech-led decline to a second consecutive session. \n\n\n  That's coming amid better than expected jobs and activity data, which is stoking bets on Federal Reserve rate hikes over the back half of the year, as well as persistent concerns over debt and deficit levels tied to the One Big Beautiful Bill Act which came into effect earlier this year. \n\n\n  Stocks, however, are in retreat, with the S&P 500 on track for a second straight decline -- the first back-to-back losses since mid-May -- even after better-than-expected earnings from Broadcom. \n\n\n  \"It's too early to say if this is simply a mild bout of profit-taking, or a harbinger of a more protracted and deeper retreat,\" said David Morrison, senior market analyst at Trade Nation. \"But investors will be mindful of the extraordinary gains made in semiconductors over the past two months, and the upcoming SpaceX IPO which is sure to suck some money out of outperforming stocks.\" \n\n\n  Stocks are facing a tough stretch over the days ahead, with payroll data on Friday, SpaceX's $1.8 trillion listing next Friday and the first Federal Reserve meeting under the leadership of new chairman Kevin Warsh the following week. \n\n\n  And the first-quarter earnings season -- the strongest in five years -- is largely complete and likely already reflected in stock prices. \n\n\n  \"The S&P 500 may face a necessary technical correction in the short term, as the index is being pressured by profit-taking, geopolitical risks, higher oil prices, and less clear Fed expectations,\" said Linh Tran, Market Analyst at XS.com. \n\n\n  \"But the more reasonable scenario is a consolidation phase after a strong rally, before the market receives clearer signals from labor data, inflation figures, and earnings results from the technology sector,\" she added. \n\n\n  Write to Martin Baccardax at martin.baccardax@barrons.com \n\n\n   This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  June 04, 2026 15:05 ET (19:05 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"SPHQ":0.6,"ACWI":0.6,"SSO":0.6,"SPHD":0.6,"YSPY":0.6,"XYLD":0.6,"SFY":0.6,"HIBL":0.6,"GSLC":0.6,"MOAT":0.6,"SPYD":0.6,"SPYM":0.6,"SPYH":0.6,"RSPU":0.6,"SPYG":0.6,"VEU":0.6,"AVGU":0.6,"IJH":0.6,"SCHX":0.6,"SPXS":0.6,"AVGO":1.84,"XLG":0.6,"UPRO":0.6,"IVE":0.6,".SPX":1.87,"SPMO":0.6,"ALLW":0.6,"SPUU":0.6,"NOBL":0.6,"VTV":0.6,"SMAX":0.6,"DMAX":0.6,"DBSC":0.6,"AVGG":0.6,"SDS":0.6,"VBK":0.6,"VV":0.6,"SPYQ":0.6,"VTI":0.6,"SPLV":0.6,"AVGW":0.6,"JEPI":0.6,"ITOT":0.6,"RSPA":0.6,"RSPN":0.6,"GPIX":0.6,"IVW":0.6,"VOOG":0.6,"SPY":0.6,"MMAX":0.6,"VOO":0.6,"AVGX":0.6,"AVL":0.6,"BMAY":0.6,"SPXL":0.6,"SCHB":0.6,"IJR":0.6,"SPDN":0.6,"SPUS":0.6,"SH":0.6,"RSP":0.6,"SPYV":0.6,"SPGP":0.6,"HIBS":0.6,"TSPY":0.6,"AVS":0.6,"ETFT":0.6,"SPYU":0.6,"IVV":0.6,"XDTE":0.6,"SPXU":0.6}},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":571565161472240,"gmtCreate":1780564780557,"gmtModify":1780564783286,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/571565161472240","repostId":"2640690009","repostType":2,"repost":{"id":"2640690009","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1780556745,"share":"https://ttm.financial/m/news/2640690009?lang=en_US&edition=fundamental","pubTime":"2026-06-04 15:05","market":"sg","language":"en","title":"Bill Ackman Sees Investors Repeating a Mistake of 2000: Flocking to the \"New New\" and Ignoring Quality Names","url":"https://stock-news.laohu8.com/highlight/detail?id=2640690009","media":"Dow Jones","summary":"Hedge-fund manager says investors are ignoring Microsoft and other Big Tech names for the sake of the \"new new thing,\" like chip stocks.Bill Ackman, CEO of Pershing Square Capital Management, shown...","content":"<html><head></head><body><p style=\"text-align: left;\">Hedge-fund manager says investors are ignoring Microsoft and other Big Tech names for the sake of the &#34;new new thing,&#34; like chip stocks.</p><p style=\"text-align: left;\">Bill Ackman, CEO of Pershing Square Capital Management, shown here at the Milken Institute Global Conference in May, says investors are overlooking some &#34;high-quality things.&#34;</p><p style=\"text-align: left;\">Market history is being repeated, and not in a good way, as investors chase red-hot stock sectors just like they did in 2000, billionaire investor Bill Ackman says.</p><p style=\"text-align: left;\">&#34;What&#39;s interesting about markets is people always bring their eye to the new new thing, and the new thing is chips and semiconductors and energy, and that&#39;s where the short-term capital is going. What tends to happen is really high-quality things get left behind,&#34; the founder and chief executive of Pershing Square Capital Management told the &#34;All In&#34; podcast in an episode published on Wednesday.</p><p style=\"text-align: left;\">Ackman said parallels to the dot-com bubble have to do with market psychology. &#34;And the analogies are that people got excited about internet stocks, and Berkshire Hathaway traded at the lowest valuation I think it ever traded in its history,&#34; he said.</p><p style=\"text-align: left;\">Investors in those days referred to Berkshire as &#34;old stuff,&#34; and Ackman sees that same attitude now being applied to companies like <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, Meta <a href=\"https://laohu8.com/S/META\">$(META)$</a> and Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> - which he said is leaving those Big Tech names, all three of which he owns, undervalued.</p><p style=\"text-align: left;\">The hedge-fund manager said last month that he took a new position in Microsoft in February after the stock fell following earnings, calling the company an artificial-intelligence winner.</p><p style=\"text-align: left;\">Investors these days are either indirectly or directly invested in AI, he said, &#34;or it&#39;s a threat. So you have to understand it.&#34; As a long-term investor, it&#39;s important to determine the risk of disruption to a business, the probability of which these days &#34;has gone up enormously,&#34; he said.</p><p style=\"text-align: left;\">Ackman, who was among those calling for investors to buy stocks during the pandemic dip, was also calling for stocks to go higher a month ago. &#34;Stocks just got crazy cheap, just incredibly cheap, really high-quality companies,&#34; he said.</p><p style=\"text-align: left;\">As for the software selloff seen this year, Ackman said a very &#34;careful analysis&#34; of companies is required, adding that he&#39;d worry about a company like <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> (CRM).</p><p style=\"text-align: left;\">&#34;If you&#39;re a software company today, you have to be as AI enabled as you can,&#34; he said. &#34;I think there has been some monopolistic-type profit taking off of customers, when someone had a niche software product, they&#39;re charging $30,000 a year or something like this. I think those companies are really at risk.&#34;</p><p style=\"text-align: left;\">As for upcoming Big Tech initial public offerings, such as SpaceX&#39;s, Ackman said he&#39;s interested in what the company will look like five years from now. &#34;SpaceX is near monopoly in terms of low-cost space launch. That&#39;s going to become increasingly important,&#34; he said.</p><p style=\"text-align: left;\">He said that OpenAI, which is also planning for an IPO, has an interesting business model but needs to get the message out about how it is committing capital.</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>Bill Ackman Sees Investors Repeating a Mistake of 2000: Flocking to the \"New New\" and Ignoring Quality Names</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\">\nBill Ackman Sees Investors Repeating a Mistake of 2000: Flocking to the \"New New\" and Ignoring Quality Names\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-04 15:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Hedge-fund manager says investors are ignoring Microsoft and other Big Tech names for the sake of the &#34;new new thing,&#34; like chip stocks.</p><p style=\"text-align: left;\">Bill Ackman, CEO of Pershing Square Capital Management, shown here at the Milken Institute Global Conference in May, says investors are overlooking some &#34;high-quality things.&#34;</p><p style=\"text-align: left;\">Market history is being repeated, and not in a good way, as investors chase red-hot stock sectors just like they did in 2000, billionaire investor Bill Ackman says.</p><p style=\"text-align: left;\">&#34;What&#39;s interesting about markets is people always bring their eye to the new new thing, and the new thing is chips and semiconductors and energy, and that&#39;s where the short-term capital is going. What tends to happen is really high-quality things get left behind,&#34; the founder and chief executive of Pershing Square Capital Management told the &#34;All In&#34; podcast in an episode published on Wednesday.</p><p style=\"text-align: left;\">Ackman said parallels to the dot-com bubble have to do with market psychology. &#34;And the analogies are that people got excited about internet stocks, and Berkshire Hathaway traded at the lowest valuation I think it ever traded in its history,&#34; he said.</p><p style=\"text-align: left;\">Investors in those days referred to Berkshire as &#34;old stuff,&#34; and Ackman sees that same attitude now being applied to companies like <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, Meta <a href=\"https://laohu8.com/S/META\">$(META)$</a> and Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> - which he said is leaving those Big Tech names, all three of which he owns, undervalued.</p><p style=\"text-align: left;\">The hedge-fund manager said last month that he took a new position in Microsoft in February after the stock fell following earnings, calling the company an artificial-intelligence winner.</p><p style=\"text-align: left;\">Investors these days are either indirectly or directly invested in AI, he said, &#34;or it&#39;s a threat. So you have to understand it.&#34; As a long-term investor, it&#39;s important to determine the risk of disruption to a business, the probability of which these days &#34;has gone up enormously,&#34; he said.</p><p style=\"text-align: left;\">Ackman, who was among those calling for investors to buy stocks during the pandemic dip, was also calling for stocks to go higher a month ago. &#34;Stocks just got crazy cheap, just incredibly cheap, really high-quality companies,&#34; he said.</p><p style=\"text-align: left;\">As for the software selloff seen this year, Ackman said a very &#34;careful analysis&#34; of companies is required, adding that he&#39;d worry about a company like <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> (CRM).</p><p style=\"text-align: left;\">&#34;If you&#39;re a software company today, you have to be as AI enabled as you can,&#34; he said. &#34;I think there has been some monopolistic-type profit taking off of customers, when someone had a niche software product, they&#39;re charging $30,000 a year or something like this. I think those companies are really at risk.&#34;</p><p style=\"text-align: left;\">As for upcoming Big Tech initial public offerings, such as SpaceX&#39;s, Ackman said he&#39;s interested in what the company will look like five years from now. &#34;SpaceX is near monopoly in terms of low-cost space launch. That&#39;s going to become increasingly important,&#34; he said.</p><p style=\"text-align: left;\">He said that OpenAI, which is also planning for an IPO, has an interesting business model but needs to get the message out about how it is committing capital.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFD":"1倍做空MSFT ETF-Direxion","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","MSFL":"2倍做多MSFT ETF-GraniteShares","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","MSFO":"MSFT期权收益策略ETF-YieldMax","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) 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INCOME  \"AA\" (USD) INC A","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2640690009","content_text":"Hedge-fund manager says investors are ignoring Microsoft and other Big Tech names for the sake of the \"new new thing,\" like chip stocks.Bill Ackman, CEO of Pershing Square Capital Management, shown here at the Milken Institute Global Conference in May, says investors are overlooking some \"high-quality things.\"Market history is being repeated, and not in a good way, as investors chase red-hot stock sectors just like they did in 2000, billionaire investor Bill Ackman says.\"What's interesting about markets is people always bring their eye to the new new thing, and the new thing is chips and semiconductors and energy, and that's where the short-term capital is going. What tends to happen is really high-quality things get left behind,\" the founder and chief executive of Pershing Square Capital Management told the \"All In\" podcast in an episode published on Wednesday.Ackman said parallels to the dot-com bubble have to do with market psychology. \"And the analogies are that people got excited about internet stocks, and Berkshire Hathaway traded at the lowest valuation I think it ever traded in its history,\" he said.Investors in those days referred to Berkshire as \"old stuff,\" and Ackman sees that same attitude now being applied to companies like Amazon, Meta $(META)$ and Microsoft $(MSFT)$ - which he said is leaving those Big Tech names, all three of which he owns, undervalued.The hedge-fund manager said last month that he took a new position in Microsoft in February after the stock fell following earnings, calling the company an artificial-intelligence winner.Investors these days are either indirectly or directly invested in AI, he said, \"or it's a threat. So you have to understand it.\" As a long-term investor, it's important to determine the risk of disruption to a business, the probability of which these days \"has gone up enormously,\" he said.Ackman, who was among those calling for investors to buy stocks during the pandemic dip, was also calling for stocks to go higher a month ago. \"Stocks just got crazy cheap, just incredibly cheap, really high-quality companies,\" he said.As for the software selloff seen this year, Ackman said a very \"careful analysis\" of companies is required, adding that he'd worry about a company like Salesforce (CRM).\"If you're a software company today, you have to be as AI enabled as you can,\" he said. \"I think there has been some monopolistic-type profit taking off of customers, when someone had a niche software product, they're charging $30,000 a year or something like this. I think those companies are really at risk.\"As for upcoming Big Tech initial public offerings, such as SpaceX's, Ackman said he's interested in what the company will look like five years from now. \"SpaceX is near monopoly in terms of low-cost space launch. That's going to become increasingly important,\" he said.He said that OpenAI, which is also planning for an IPO, has an interesting business model but needs to get the message out about how it is committing capital.","news_type":1,"symbols_score_info":{"MSFT":1.9,"MSFX":0.6,"MSFL":0.6,"MSFO":0.6,"MSFU":0.6,"MSFY":0.6,"MSFW":0.6,"MSFD":0.6}},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":570506870072680,"gmtCreate":1780315644117,"gmtModify":1780315647134,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/570506870072680","repostId":"2640335869","repostType":2,"repost":{"id":"2640335869","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1780291800,"share":"https://ttm.financial/m/news/2640335869?lang=en_US&edition=fundamental","pubTime":"2026-06-01 13:30","market":"fut","language":"en","title":"SpaceX's IPO Could Test the Stock Market Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=2640335869","media":"Dow Jones","summary":"U.S. stocks are set to face their biggest test since the U.S. war with Iran this month, as the long-awaited listing of Elon Musk's SpaceX hits markets just as momentum from the first quarter earnings season is starting to fade and investors are growing concerned over rising inflation pressures in the world's biggest economy.SpaceX, the first of three mega IPOs expected before the end of the year, is set to begin trading on the Nasdaq on June 12, with an expected valuation of as much as $2 trillion. The group will raise around $86.5 billion from the sale, making it the biggest U.S. listing on record.\"Not all high-profile U.S. IPOs have presaged major corrections in the S&P 500,\" said John Higgins, chief economic adviser for financial markets at Capit","content":"<html><head></head><body><p style=\"text-align: left;\">U.S. stocks are set to face their biggest test since the U.S. war with Iran this month, as the long-awaited listing of Elon Musk&#39;s SpaceX hits markets just as momentum from the first quarter earnings season is starting to fade and investors are growing concerned over rising inflation pressures in the world&#39;s biggest economy.</p><p style=\"text-align: left;\">SpaceX, the first of three mega IPOs expected before the end of the year, is set to begin trading on the Nasdaq on June 12, with an expected valuation of as much as $2 trillion. The group will raise around $86.5 billion from the sale, making it the biggest U.S. listing on record.</p><p style=\"text-align: left;\">The deal will, at a stroke, extract the biggest amount of new cash from U.S. equity markets on record, dwarfing the $21.8 billion raised by Alibaba in 2014 and raising more than five times that amount pocketed by Facebook&#39;s blockbuster listing in the spring of 2012. And with a market cap of around $2 trillion, it will vault immediately into the upper echelon of U.S. indexes, falling in just behind <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> as one of the world&#39;s most valuable companies.</p><p style=\"text-align: left;\">But that will also provide a massive challenge to a market that has powered relentlessly higher over the past two months, with a series of record highs that has the S&amp;P 500 knocking on the door of the 8000-point threshold and the tech-focused Nasdaq putting the 30,000-point barrier firmly within its sights.</p><p style=\"text-align: left;\">And some investors are worried that it might be a bridge too far.</p><p style=\"text-align: left;\">&#34;There is no (even vaguely close) historical precedent to such a capital raise, and I think it will place a huge test on the stability of the U.S. equity market,&#34; said Rupert Mitchell of Blind Squirrel Macro, a former Salomon and Goldman executive, in a Substack post on the pending IPO.</p><p style=\"text-align: left;\">Mitchell thinks investors will likely need to bid around half a trillion dollars worth of capital, covering the $75 billion IPO and the 15% greenshoe attached to it, for the listing to be deemed a success.</p><p style=\"text-align: left;\">He estimates passive funds will take down around $44 billion, with the remainder of the $86.5 billion left for retail and other investors to digest as markets grapple with the short waiting period from listing on the Nasdaq to its inclusion in the tech-focused benchmark.</p><p style=\"text-align: left;\">But he&#39;s also worried that traditional market mechanisms, such as share buybacks from the biggest tech hyperscalers, most of which have been pared back in order to pay for their massive artificial intelligence investment plans, won&#39;t be there to support the flood of new shares.</p><p style=\"text-align: left;\">&#34;SpaceX insider stock supply risks becoming a drag on the S&amp;P equity supply/demand equilibrium for many months to come, just as 401k flows and hyper-scaler buybacks slow down as AI capex sucks the life out of most of the real economy,&#34; he said.</p><p style=\"text-align: left;\">Others are starting to worry as well.</p><p style=\"text-align: left;\">&#34;Not all high-profile U.S. IPOs have presaged major corrections in the S&amp;P 500,&#34; said John Higgins, chief economic adviser for financial markets at Capital Economics. &#34;Nonetheless, this year&#39;s hotly anticipated &#39;AI&#39; deals -- from SpaceX, Anthropic, and OpenAI -- are likely to be a big test of the stock market&#39;s strength.&#34;</p><p style=\"text-align: left;\">The recent run-up in markets could be worrying in that respect, given that some of the biggest stocks, and those in the so-called Magnificent Seven, have recorded such eye-watering gains.</p><p style=\"text-align: left;\">The Mag 7 index is up nearly 22% since the start of the second quarter, a staggering advance following capital spending plans that nearly all topped Wall Street forecasts, while the PHLX semiconductor index has surged 80% since the start of the year, with historic gains for Intel, Broadcom , Advanced Micro Devices and a plethora of chip stocks.</p><p style=\"text-align: left;\">However, Wall Street will now need to find room for the 19% of SpaceX&#39;s public float taken by S&amp;P 500 index funds, in anticipation of its invitation to the benchmark later this year, with funds that track the Nasdaq and the Russell 1000 taking the number to around 24%, according to Rob Du Boff of Bloomberg Intelligence.</p><p style=\"text-align: left;\">Adding in active managers that track those benchmarks takes the tally to around 48%.</p><p style=\"text-align: left;\">Cash into SpaceX will, almost arithmetically, result in cash coming out of the stock market&#39;s most liquid names. A reduced lockup period for SpaceX&#39;s earlier investors, meanwhile, allows them to exit, in stages, as early as the end of the second quarter.</p><p style=\"text-align: left;\">All of that is likely to put huge pressure on stocks into the summer months, with the next round of earnings not expected until mid-August, and the market&#39;s traditional reluctance to add risk as mid-term election campaigning in the autumn weighs on gains.</p><p style=\"text-align: left;\">That said, markets have booked an incredible amount of &#34;buffer&#34; over the past two months, with the S&amp;P 500 up more than 16% over the second quarter and the tech-focused Nasdaq gaining just under 25%.</p><p style=\"text-align: left;\">But Mitchell at Blind Squirrel Macro thinks the big cap tech selling he expects following the SpaceX IPO, as well as the follow-on moves to make way for early investors, will likely allow the equal weight S&amp;P 500 to outpace gains for the benchmark over the back half of the year.</p><p style=\"text-align: left;\">Jay Woods, chief strategist at Freedom Capital Markets, sees this as potentially dangerous for passive investors as well.</p><p style=\"text-align: left;\">&#34;Every retail investor holding an S&amp;P 500 ETF in their 401(k) would become an involuntary SpaceX shareholder, regardless of whether they believe in the story, understand the business, or are comfortable with the risk of a $1.75 trillion unprofitable company with a 5% float and one man controlling 79% of the votes,&#34; he said.</p><p style=\"text-align: left;\">&#34;The index wasn&#39;t designed to do that,&#34; Woods added. &#34;It was designed to reward companies that have already earned their place through profitability, staying power, and the patience of real markets.&#34;</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>SpaceX's IPO Could Test the Stock Market Rally</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\">\nSpaceX's IPO Could Test the Stock Market Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-01 13:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">U.S. stocks are set to face their biggest test since the U.S. war with Iran this month, as the long-awaited listing of Elon Musk&#39;s SpaceX hits markets just as momentum from the first quarter earnings season is starting to fade and investors are growing concerned over rising inflation pressures in the world&#39;s biggest economy.</p><p style=\"text-align: left;\">SpaceX, the first of three mega IPOs expected before the end of the year, is set to begin trading on the Nasdaq on June 12, with an expected valuation of as much as $2 trillion. The group will raise around $86.5 billion from the sale, making it the biggest U.S. listing on record.</p><p style=\"text-align: left;\">The deal will, at a stroke, extract the biggest amount of new cash from U.S. equity markets on record, dwarfing the $21.8 billion raised by Alibaba in 2014 and raising more than five times that amount pocketed by Facebook&#39;s blockbuster listing in the spring of 2012. And with a market cap of around $2 trillion, it will vault immediately into the upper echelon of U.S. indexes, falling in just behind <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> as one of the world&#39;s most valuable companies.</p><p style=\"text-align: left;\">But that will also provide a massive challenge to a market that has powered relentlessly higher over the past two months, with a series of record highs that has the S&amp;P 500 knocking on the door of the 8000-point threshold and the tech-focused Nasdaq putting the 30,000-point barrier firmly within its sights.</p><p style=\"text-align: left;\">And some investors are worried that it might be a bridge too far.</p><p style=\"text-align: left;\">&#34;There is no (even vaguely close) historical precedent to such a capital raise, and I think it will place a huge test on the stability of the U.S. equity market,&#34; said Rupert Mitchell of Blind Squirrel Macro, a former Salomon and Goldman executive, in a Substack post on the pending IPO.</p><p style=\"text-align: left;\">Mitchell thinks investors will likely need to bid around half a trillion dollars worth of capital, covering the $75 billion IPO and the 15% greenshoe attached to it, for the listing to be deemed a success.</p><p style=\"text-align: left;\">He estimates passive funds will take down around $44 billion, with the remainder of the $86.5 billion left for retail and other investors to digest as markets grapple with the short waiting period from listing on the Nasdaq to its inclusion in the tech-focused benchmark.</p><p style=\"text-align: left;\">But he&#39;s also worried that traditional market mechanisms, such as share buybacks from the biggest tech hyperscalers, most of which have been pared back in order to pay for their massive artificial intelligence investment plans, won&#39;t be there to support the flood of new shares.</p><p style=\"text-align: left;\">&#34;SpaceX insider stock supply risks becoming a drag on the S&amp;P equity supply/demand equilibrium for many months to come, just as 401k flows and hyper-scaler buybacks slow down as AI capex sucks the life out of most of the real economy,&#34; he said.</p><p style=\"text-align: left;\">Others are starting to worry as well.</p><p style=\"text-align: left;\">&#34;Not all high-profile U.S. IPOs have presaged major corrections in the S&amp;P 500,&#34; said John Higgins, chief economic adviser for financial markets at Capital Economics. &#34;Nonetheless, this year&#39;s hotly anticipated &#39;AI&#39; deals -- from SpaceX, Anthropic, and OpenAI -- are likely to be a big test of the stock market&#39;s strength.&#34;</p><p style=\"text-align: left;\">The recent run-up in markets could be worrying in that respect, given that some of the biggest stocks, and those in the so-called Magnificent Seven, have recorded such eye-watering gains.</p><p style=\"text-align: left;\">The Mag 7 index is up nearly 22% since the start of the second quarter, a staggering advance following capital spending plans that nearly all topped Wall Street forecasts, while the PHLX semiconductor index has surged 80% since the start of the year, with historic gains for Intel, Broadcom , Advanced Micro Devices and a plethora of chip stocks.</p><p style=\"text-align: left;\">However, Wall Street will now need to find room for the 19% of SpaceX&#39;s public float taken by S&amp;P 500 index funds, in anticipation of its invitation to the benchmark later this year, with funds that track the Nasdaq and the Russell 1000 taking the number to around 24%, according to Rob Du Boff of Bloomberg Intelligence.</p><p style=\"text-align: left;\">Adding in active managers that track those benchmarks takes the tally to around 48%.</p><p style=\"text-align: left;\">Cash into SpaceX will, almost arithmetically, result in cash coming out of the stock market&#39;s most liquid names. A reduced lockup period for SpaceX&#39;s earlier investors, meanwhile, allows them to exit, in stages, as early as the end of the second quarter.</p><p style=\"text-align: left;\">All of that is likely to put huge pressure on stocks into the summer months, with the next round of earnings not expected until mid-August, and the market&#39;s traditional reluctance to add risk as mid-term election campaigning in the autumn weighs on gains.</p><p style=\"text-align: left;\">That said, markets have booked an incredible amount of &#34;buffer&#34; over the past two months, with the S&amp;P 500 up more than 16% over the second quarter and the tech-focused Nasdaq gaining just under 25%.</p><p style=\"text-align: left;\">But Mitchell at Blind Squirrel Macro thinks the big cap tech selling he expects following the SpaceX IPO, as well as the follow-on moves to make way for early investors, will likely allow the equal weight S&amp;P 500 to outpace gains for the benchmark over the back half of the year.</p><p style=\"text-align: left;\">Jay Woods, chief strategist at Freedom Capital Markets, sees this as potentially dangerous for passive investors as well.</p><p style=\"text-align: left;\">&#34;Every retail investor holding an S&amp;P 500 ETF in their 401(k) would become an involuntary SpaceX shareholder, regardless of whether they believe in the story, understand the business, or are comfortable with the risk of a $1.75 trillion unprofitable company with a 5% float and one man controlling 79% of the votes,&#34; he said.</p><p style=\"text-align: left;\">&#34;The index wasn&#39;t designed to do that,&#34; Woods added. &#34;It was designed to reward companies that have already earned their place through profitability, staying power, and the patience of real markets.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DBSC":"Deepwater Beachfront Small Cap ETF","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","DMAX":"ISHARES LARGE CAP MAX BUFFER DEC ETF","LU0823411888.USD":"法巴消费创新基金 Cap","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","SG9999015978.USD":"利安颠覆性创新基金A","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","GSLC":"Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","NOBL":"ProShares S&P 500 Aristocrats ETF","VOO":"Vanguard标普500ETF","DOG":"道指ETF-ProShares做空","LU2265009873.SGD":"Eastspring Investments - 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The group will raise around $86.5 billion from the sale, making it the biggest U.S. listing on record.The deal will, at a stroke, extract the biggest amount of new cash from U.S. equity markets on record, dwarfing the $21.8 billion raised by Alibaba in 2014 and raising more than five times that amount pocketed by Facebook's blockbuster listing in the spring of 2012. And with a market cap of around $2 trillion, it will vault immediately into the upper echelon of U.S. indexes, falling in just behind Amazon as one of the world's most valuable companies.But that will also provide a massive challenge to a market that has powered relentlessly higher over the past two months, with a series of record highs that has the S&P 500 knocking on the door of the 8000-point threshold and the tech-focused Nasdaq putting the 30,000-point barrier firmly within its sights.And some investors are worried that it might be a bridge too far.\"There is no (even vaguely close) historical precedent to such a capital raise, and I think it will place a huge test on the stability of the U.S. equity market,\" said Rupert Mitchell of Blind Squirrel Macro, a former Salomon and Goldman executive, in a Substack post on the pending IPO.Mitchell thinks investors will likely need to bid around half a trillion dollars worth of capital, covering the $75 billion IPO and the 15% greenshoe attached to it, for the listing to be deemed a success.He estimates passive funds will take down around $44 billion, with the remainder of the $86.5 billion left for retail and other investors to digest as markets grapple with the short waiting period from listing on the Nasdaq to its inclusion in the tech-focused benchmark.But he's also worried that traditional market mechanisms, such as share buybacks from the biggest tech hyperscalers, most of which have been pared back in order to pay for their massive artificial intelligence investment plans, won't be there to support the flood of new shares.\"SpaceX insider stock supply risks becoming a drag on the S&P equity supply/demand equilibrium for many months to come, just as 401k flows and hyper-scaler buybacks slow down as AI capex sucks the life out of most of the real economy,\" he said.Others are starting to worry as well.\"Not all high-profile U.S. IPOs have presaged major corrections in the S&P 500,\" said John Higgins, chief economic adviser for financial markets at Capital Economics. \"Nonetheless, this year's hotly anticipated 'AI' deals -- from SpaceX, Anthropic, and OpenAI -- are likely to be a big test of the stock market's strength.\"The recent run-up in markets could be worrying in that respect, given that some of the biggest stocks, and those in the so-called Magnificent Seven, have recorded such eye-watering gains.The Mag 7 index is up nearly 22% since the start of the second quarter, a staggering advance following capital spending plans that nearly all topped Wall Street forecasts, while the PHLX semiconductor index has surged 80% since the start of the year, with historic gains for Intel, Broadcom , Advanced Micro Devices and a plethora of chip stocks.However, Wall Street will now need to find room for the 19% of SpaceX's public float taken by S&P 500 index funds, in anticipation of its invitation to the benchmark later this year, with funds that track the Nasdaq and the Russell 1000 taking the number to around 24%, according to Rob Du Boff of Bloomberg Intelligence.Adding in active managers that track those benchmarks takes the tally to around 48%.Cash into SpaceX will, almost arithmetically, result in cash coming out of the stock market's most liquid names. A reduced lockup period for SpaceX's earlier investors, meanwhile, allows them to exit, in stages, as early as the end of the second quarter.All of that is likely to put huge pressure on stocks into the summer months, with the next round of earnings not expected until mid-August, and the market's traditional reluctance to add risk as mid-term election campaigning in the autumn weighs on gains.That said, markets have booked an incredible amount of \"buffer\" over the past two months, with the S&P 500 up more than 16% over the second quarter and the tech-focused Nasdaq gaining just under 25%.But Mitchell at Blind Squirrel Macro thinks the big cap tech selling he expects following the SpaceX IPO, as well as the follow-on moves to make way for early investors, will likely allow the equal weight S&P 500 to outpace gains for the benchmark over the back half of the year.Jay Woods, chief strategist at Freedom Capital Markets, sees this as potentially dangerous for passive investors as well.\"Every retail investor holding an S&P 500 ETF in their 401(k) would become an involuntary SpaceX shareholder, regardless of whether they believe in the story, understand the business, or are comfortable with the risk of a $1.75 trillion unprofitable company with a 5% float and one man controlling 79% of the votes,\" he said.\"The index wasn't designed to do that,\" Woods added. \"It was designed to reward companies that have already earned their place through profitability, staying power, and the patience of real markets.\"","news_type":1,"symbols_score_info":{"SPYH":0.6,"SPXU":0.6,"RSPA":0.6,"SPYQ":0.6,"YSPY":0.6,"ACWI":0.6,"XLG":0.6,"SMAX":0.6,"MMAX":0.6,"SFY":0.6,"HIBS":0.6,"NOBL":0.6,"VV":0.6,"VOO":0.6,"SDOW":0.6,"SPHQ":0.6,"DMAX":0.6,"IVE":0.6,"DBSC":0.6,"SPUS":0.6,"SH":0.6,"SPLV":0.6,"SPDN":0.6,"GPIX":0.6,"XDTE":0.6,"SPXL":0.6,"RSP":0.6,"HIBL":0.6,"RSPN":0.6,"VEU":0.6,"DOG":0.6,"SDS":0.6,"TSPY":0.6,"ALLW":0.6,"VOOG":0.6,".DJI":2,"SPGP":0.6,"IVW":0.6,"SPY":0.6,"SPHD":0.6,"JEPI":0.6,"SPYV":0.6,"DIA":0.6,"SPUU":0.6,"IVV":0.6,"UDOW":0.6,"XYLD":0.6,"RSPU":0.6,"VTV":0.6,"IJR":0.6,"GSLC":0.6,"IJH":0.6,"DXD":0.6,".IXIC":2,"SSO":0.6,"SPYM":0.6,"SCHX":0.6,"SPYG":0.6,"SCHB":0.6,"ITOT":0.6,"ETFT":0.6,"MOAT":0.6,"SPYD":0.6,"VBK":0.6,"VTI":0.6,"SPMO":0.6,".SPX":1.91,"DDM":0.6,"BMAY":0.6,"SPYU":0.6,"UPRO":0.6,"SPXS":0.6}},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":568854069576064,"gmtCreate":1779886595929,"gmtModify":1779886598747,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/568854069576064","repostId":"2638017815","repostType":2,"repost":{"id":"2638017815","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1779879060,"share":"https://ttm.financial/m/news/2638017815?lang=en_US&edition=fundamental","pubTime":"2026-05-27 18:51","market":"nz","language":"en","title":"Micron Surge Shows AI Euphoria Is Entering New Stage -- And That's Dangerous -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2638017815","media":"Dow Jones","summary":"The most dangerous words in investing are \"This time it's different,\" warned celebrated fund manager John Templeton. But the market looks convinced that artificial intelligence really is set to break the cycle for chips and other hardware stocks.Look no further than Micron Technology. The memory-chip maker's share price surged 19% to close at a market valuation of more than $1 trillion on Tuesday. The trigger appeared to be a positive note from UBS arguing Micron's traditionally low price-to-earnings ratio, due to its tendency to go through boom-and-bust cycles, was now outdated as it locks in long-term deals.Strangely, despite its more than eightfold rise over the past year, Micron still looks cheap at less than 10 times forward earnings. If memory chips are really no longer cyclical, why shouldn't it trade in line with Nvidia's 22 times forward multiple, or even Advanced Micro Devices' 52 times?The discrepancy suggests Micron's memory chips are seen as a commodity, largely interchang","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  The most dangerous words in investing are \"This time it's different,\" warned celebrated fund manager John Templeton. But the market looks convinced that artificial intelligence really is set to break the cycle for chips and other hardware stocks. \n</p>\n<p>\n  Look no further than Micron Technology. The memory-chip maker's share price surged 19% to close at a market valuation of more than $1 trillion on Tuesday. The trigger appeared to be a positive note from UBS arguing Micron's traditionally low price-to-earnings ratio, due to its tendency to go through boom-and-bust cycles, was now outdated as it locks in long-term deals. \n</p>\n<p>\n  Strangely, despite its more than eightfold rise over the past year, Micron still looks cheap at less than 10 times forward earnings. If memory chips are really no longer cyclical, why shouldn't it trade in line with <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>'s 22 times forward multiple, or even Advanced Micro Devices' 52 times? \n</p>\n<p>\n  The discrepancy suggests Micron's memory chips are seen as a commodity, largely interchangeable with those of its South Korean rivals <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a> and <a href=\"https://laohu8.com/S/SSNGY\">Samsung Electronics</a>. But investors seem unsure if the same now applies to Nvidia, while becoming euphoric about stocks in areas such as power chips, optical-networking, and central-processing units. \n</p>\n<p>\n  If Micron's new valuation still suggests some caution, that might not be a bad thing. Analysts at Raymond James estimate AI customers are spending tens of billions on services, but infrastructure companies are counting on about $500 billion in revenue. They calculate customers will have to spend more than $1 trillion annually to justify the current AI buildout. \n</p>\n<p>\n  \"It's hard to find any example of a capital spending boom as large, fast, narrow, and privately funded, as AI spending has been, that hasn't ended in a bust period historically,\" the Raymond James analysts wrote. \n</p>\n<p>\n  Ultimately, it all comes back to Templeton's four dangerous words. \n</p>\n<p>\n  -- Adam Clark \n</p>\n<p>\n  Get more of the journalism you love. Choose Barron's as a preferred source in Google. \n</p>\n<p>\n  Micron Reaches $1 Trillion Market Value. What's Fueling Momentum. \n</p>\n<p>\n  Micron Technology reached a fresh high and hit a $1 trillion market capitalization on Tuesday, according to Dow Jones Market Data. Micron is investing $200 billion to expand manufacturing, including the nation's largest semiconductor factory. \n</p>\n<pre style=\"white-space: pre\">\n   -- President Donald Trump touted Micron during a public appearance in a New \n      York suburb over the weekend. Micron has said it would invest up to $100 \n      billion over 20 years to build the largest chip factory near Syracuse, \n      N.Y. It broke ground on the project earlier this year and is expected to \n      start production in 2030. \n \n   -- Tuesday's performance for Micron's stock was its largest one-day gain \n      since November 2011, and the $163 billion in market cap that it added is \n      about the size of Charles Schwab, according to Dow Jones Market Data. \n \n   -- Wall Street predicts further gains ahead. UBS analyst Timothy Arcuri \n      raised his target price on Micron's stock to $1,625 from $535, \n      reiterating a Buy rating. The target is based on a price-to-earnings \n      ratio of 15 times Arcuri's forecast for Micron's 2029 per-share \n      earnings. \n \n   -- Demand for memory chips has tightened supply. Until recently, companies \n      were wary of adding capacity out of concerns that a slowdown would come, \n      MarketWatch reported, adding that the concerns have allowed memory chip \n      makers to raise prices. Such chips could be undersupplied until halfway \n      through 2028, Acuri said. \n</pre>\n<p>\n  What's Next: At the same time, Apple shares appear headed for a breakout toward $5 trillion in market value, tied to its plans for blending artificial intelligence into its Siri assistant -- expected to be unveiled at the early June developers conference -- and the next wave of iPhones slated for release in the autumn. \n</p>\n<p>\n  -- Adam Clark and Martin Baccardax \n</p>\n<p>\n  Nvidia Unveils $150 Billion-a-Year Taiwan Investment \n</p>\n<p>\n  Nvidia brushed aside concerns about the vulnerability of Taiwan in the chip supply chain as it unveiled plans to spend $150 billion annually with Taiwanese suppliers. \n</p>\n<pre style=\"white-space: pre\">\n   -- Nvidia CEO Jensen Huang announced the huge spending plan at an event in \n      Taipei to celebrate the launch of the chip maker's new campus in Taiwan \n      on Wednesday. \n \n   -- Huang noted that Nvidia is already spending around $100 billion a year \n      annually in the country, the home of its most important supplier Taiwan \n      <a href=\"https://laohu8.com/S/688981\">Semiconductor Manufacturing</a>. He didn't give a time frame for the \n      increased investment. \n \n   -- The CEO is in Taiwan ahead of the Computex conference, the annual event \n      that acts as a showcase for the self-ruled island's technology industry \n      and a reminder of its vital place in global supply chains. \n \n   -- President Donald Trump suggested earlier this month he might use a $14 \n      billion package of U.S. arms for Taiwan that awaits his approval as a \n      \"negotiating chip\" with China. The comments were made after Trump's \n      summit with China's leader Xi Jinping. \n</pre>\n<p>\n  What's Next: Nvidia's vote of confidence is important amid persistent concerns that Beijing will make a military move against Taiwan, which it considers part of China. \n</p>\n<p>\n  -- Adam Clark \n</p>\n<p>\n  This Year's Biggest <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing</a> IPO Is Coming \n</p>\n<p>\n  Investors looking for a pure-play bet on quantum computing are about to get their biggest opportunity of the year. <a href=\"https://laohu8.com/S/QNT\">Quantinuum</a>, the quantum firm backed by industrial giant Honeywell, has set the terms for its initial public offering and valuation that could reach $12.7 billion. \n</p>\n<pre style=\"white-space: pre\">\n   -- The company plans to sell nearly 21.1 million shares at an expected price \n      range of $45 to $50 each, for net proceeds of $941.7 million at around \n      the midpoint. This would make Quantinuum the largest quantum company to \n      go public in 2026 so far. \n \n   -- Already, <a href=\"https://laohu8.com/S/INFQ\">Infleqtion</a>, Xanadu <a href=\"https://laohu8.com/S/QMCO\">Quantum</a> Technologies, and Horizon Quantum \n      went public through blank-check mergers. Infleqtion and Xanadu were \n      valued at $3.5 billion and $4.5 billion, respectively as of Tuesday while \n      Horizon's valuation had yet to touch $1 billion. \n \n   -- Quantinuum has benefited from a parent company with deep pockets, which \n      could explain why it's the only player taking the traditional IPO route \n      this year. For its less capitalized rivals, SPAC mergers provide a faster \n      and more accessible route to the public market. \n \n   -- The company, and quantum technology at large, recently received an \n      endorsement at the federal level. Last Thursday, it was named one of the \n      companies set to receive $100 million in funding under a push to bolster \n      the domestic quantum supply chain. \n</pre>\n<p>\n  What's Next: Quantinuum is debuting in a red-hot market. As Barron's previously reported, public listings have surged this year following a quiet 2025 spent laying the groundwork behind the scenes. \n</p>\n<p>\n  -- Mackenzie Tatananni \n</p>\n<p>\n  BP's Strategic Reset Faces Boardroom Turmoil With Chairman's Ouster \n</p>\n<p>\n  News that British energy giant BP has removed its chairman, Albert Manifold, came just as investors were settling into a strategic reset, with pressure to shift priorities pushed by outside activists. The move, citing governance and conduct concerns, comes as BP benefits from higher crude prices and stronger profits. \n</p>\n<pre style=\"white-space: pre\">\n   -- BP's American depositary receipts declined on Tuesday's news, but have \n      risen nearly 22% this year amid the Iran war, higher crude prices, and \n      volatile trading conditions. There has been optimism about BP's renewed \n      focus on fossil fuel businesses after abandoning a pivot toward renewable \n      energy. \n \n   -- Details were scant on Manifold's departure, and he couldn't be reached. \n      But Amanda Blanc, senior independent director at BP, said the board was \n      \"surprised and disappointed to learn of governance oversight and conduct \n      issues it deems unacceptable and has taken decisive action.\" \n \n   -- Ian Tyler will take over as interim chairman. Manifold oversaw the \n      selection of CEO Meg O'Neill in April, who assumed the role with a \n      mandate to focus on its fossil-fuel business. BP's board said it was \n      \"very impressed\" with O'Neill, and that she would continue as CEO. \n \n   -- The activist firm Elliott Management has built a 5% stake in BP since \n      last year after years of frustration with the company's strategy and \n      execution, arguing that BP suffered from chronic operational \n      underperformance and needed deeper change. \n</pre>\n<p>\n  What's Next: Citi analyst Alastair Syme notes that BP trades at 5.6 times trailing enterprise value to debt-adjusted cash flow -- a valuation multiple used for oil-and-gas companies -- assuming roughly $70 a barrel oil. That's a 5% discount to Shell and a 30% discount to continental European peers TotalEnergies and Eni. \n</p>\n<p>\n  -- Adam Clark, Laura Sanicola, and Janet H. Cho \n</p>\n<p>\n  Pope Leo Warns Against Harms of AI, Data Centers \n</p>\n<p>\n  Pope Leo XIV made an impassioned case against the harms of artificial intelligence and data centers, warning in a letter that the technology brought environmental and social threats, and adding his powerful voice to the burgeoning opposition and resistance that has helped quash billions of dollars' worth of projects this year. \n</p>\n<pre style=\"white-space: pre\">\n   -- The Pope called out the enormous drain on energy resources by artificial \n      intelligence, which not only requires electricity but water, \n      significantly influencing carbon dioxide emissions, and placing heavy \n      demands on natural resources. \"It is essential to develop more \n      sustainable technological solutions,\" he urged. \n \n   -- Privately held Compass Datacenters, backed by <a href=\"https://laohu8.com/S/BAM\">Brookfield Asset Management</a>, \n      last month withdrew its attempts to build an over 800-acre Virginia \n      campus after resistance and increasing regulations. AI proponents have \n      begun saying that AI opponents are being funded by outside sources. \n \n   -- But the sheer breadth of the opposition movement shows that concerns are \n</pre>\n<p>\n  (MORE TO FOLLOW) Dow Jones Newswires\n</p>\n<p>\n  May 27, 2026 06:51 ET (10:51 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Surge Shows AI Euphoria Is Entering New Stage -- And That's Dangerous -- Barrons.com</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 Surge Shows AI Euphoria Is Entering New Stage -- And That's Dangerous -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-27 18:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  The most dangerous words in investing are \"This time it's different,\" warned celebrated fund manager John Templeton. But the market looks convinced that artificial intelligence really is set to break the cycle for chips and other hardware stocks. \n</p>\n<p>\n  Look no further than Micron Technology. The memory-chip maker's share price surged 19% to close at a market valuation of more than $1 trillion on Tuesday. The trigger appeared to be a positive note from UBS arguing Micron's traditionally low price-to-earnings ratio, due to its tendency to go through boom-and-bust cycles, was now outdated as it locks in long-term deals. \n</p>\n<p>\n  Strangely, despite its more than eightfold rise over the past year, Micron still looks cheap at less than 10 times forward earnings. If memory chips are really no longer cyclical, why shouldn't it trade in line with <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>'s 22 times forward multiple, or even Advanced Micro Devices' 52 times? \n</p>\n<p>\n  The discrepancy suggests Micron's memory chips are seen as a commodity, largely interchangeable with those of its South Korean rivals <a href=\"https://laohu8.com/S/HXSCL\">SK Hynix</a> and <a href=\"https://laohu8.com/S/SSNGY\">Samsung Electronics</a>. But investors seem unsure if the same now applies to Nvidia, while becoming euphoric about stocks in areas such as power chips, optical-networking, and central-processing units. \n</p>\n<p>\n  If Micron's new valuation still suggests some caution, that might not be a bad thing. Analysts at Raymond James estimate AI customers are spending tens of billions on services, but infrastructure companies are counting on about $500 billion in revenue. They calculate customers will have to spend more than $1 trillion annually to justify the current AI buildout. \n</p>\n<p>\n  \"It's hard to find any example of a capital spending boom as large, fast, narrow, and privately funded, as AI spending has been, that hasn't ended in a bust period historically,\" the Raymond James analysts wrote. \n</p>\n<p>\n  Ultimately, it all comes back to Templeton's four dangerous words. \n</p>\n<p>\n  -- Adam Clark \n</p>\n<p>\n  Get more of the journalism you love. Choose Barron's as a preferred source in Google. \n</p>\n<p>\n  Micron Reaches $1 Trillion Market Value. What's Fueling Momentum. \n</p>\n<p>\n  Micron Technology reached a fresh high and hit a $1 trillion market capitalization on Tuesday, according to Dow Jones Market Data. Micron is investing $200 billion to expand manufacturing, including the nation's largest semiconductor factory. \n</p>\n<pre style=\"white-space: pre\">\n   -- President Donald Trump touted Micron during a public appearance in a New \n      York suburb over the weekend. Micron has said it would invest up to $100 \n      billion over 20 years to build the largest chip factory near Syracuse, \n      N.Y. It broke ground on the project earlier this year and is expected to \n      start production in 2030. \n \n   -- Tuesday's performance for Micron's stock was its largest one-day gain \n      since November 2011, and the $163 billion in market cap that it added is \n      about the size of Charles Schwab, according to Dow Jones Market Data. \n \n   -- Wall Street predicts further gains ahead. UBS analyst Timothy Arcuri \n      raised his target price on Micron's stock to $1,625 from $535, \n      reiterating a Buy rating. The target is based on a price-to-earnings \n      ratio of 15 times Arcuri's forecast for Micron's 2029 per-share \n      earnings. \n \n   -- Demand for memory chips has tightened supply. Until recently, companies \n      were wary of adding capacity out of concerns that a slowdown would come, \n      MarketWatch reported, adding that the concerns have allowed memory chip \n      makers to raise prices. Such chips could be undersupplied until halfway \n      through 2028, Acuri said. \n</pre>\n<p>\n  What's Next: At the same time, Apple shares appear headed for a breakout toward $5 trillion in market value, tied to its plans for blending artificial intelligence into its Siri assistant -- expected to be unveiled at the early June developers conference -- and the next wave of iPhones slated for release in the autumn. \n</p>\n<p>\n  -- Adam Clark and Martin Baccardax \n</p>\n<p>\n  Nvidia Unveils $150 Billion-a-Year Taiwan Investment \n</p>\n<p>\n  Nvidia brushed aside concerns about the vulnerability of Taiwan in the chip supply chain as it unveiled plans to spend $150 billion annually with Taiwanese suppliers. \n</p>\n<pre style=\"white-space: pre\">\n   -- Nvidia CEO Jensen Huang announced the huge spending plan at an event in \n      Taipei to celebrate the launch of the chip maker's new campus in Taiwan \n      on Wednesday. \n \n   -- Huang noted that Nvidia is already spending around $100 billion a year \n      annually in the country, the home of its most important supplier Taiwan \n      <a href=\"https://laohu8.com/S/688981\">Semiconductor Manufacturing</a>. He didn't give a time frame for the \n      increased investment. \n \n   -- The CEO is in Taiwan ahead of the Computex conference, the annual event \n      that acts as a showcase for the self-ruled island's technology industry \n      and a reminder of its vital place in global supply chains. \n \n   -- President Donald Trump suggested earlier this month he might use a $14 \n      billion package of U.S. arms for Taiwan that awaits his approval as a \n      \"negotiating chip\" with China. The comments were made after Trump's \n      summit with China's leader Xi Jinping. \n</pre>\n<p>\n  What's Next: Nvidia's vote of confidence is important amid persistent concerns that Beijing will make a military move against Taiwan, which it considers part of China. \n</p>\n<p>\n  -- Adam Clark \n</p>\n<p>\n  This Year's Biggest <a href=\"https://laohu8.com/S/QUBT\">Quantum Computing</a> IPO Is Coming \n</p>\n<p>\n  Investors looking for a pure-play bet on quantum computing are about to get their biggest opportunity of the year. <a href=\"https://laohu8.com/S/QNT\">Quantinuum</a>, the quantum firm backed by industrial giant Honeywell, has set the terms for its initial public offering and valuation that could reach $12.7 billion. \n</p>\n<pre style=\"white-space: pre\">\n   -- The company plans to sell nearly 21.1 million shares at an expected price \n      range of $45 to $50 each, for net proceeds of $941.7 million at around \n      the midpoint. This would make Quantinuum the largest quantum company to \n      go public in 2026 so far. \n \n   -- Already, <a href=\"https://laohu8.com/S/INFQ\">Infleqtion</a>, Xanadu <a href=\"https://laohu8.com/S/QMCO\">Quantum</a> Technologies, and Horizon Quantum \n      went public through blank-check mergers. Infleqtion and Xanadu were \n      valued at $3.5 billion and $4.5 billion, respectively as of Tuesday while \n      Horizon's valuation had yet to touch $1 billion. \n \n   -- Quantinuum has benefited from a parent company with deep pockets, which \n      could explain why it's the only player taking the traditional IPO route \n      this year. For its less capitalized rivals, SPAC mergers provide a faster \n      and more accessible route to the public market. \n \n   -- The company, and quantum technology at large, recently received an \n      endorsement at the federal level. Last Thursday, it was named one of the \n      companies set to receive $100 million in funding under a push to bolster \n      the domestic quantum supply chain. \n</pre>\n<p>\n  What's Next: Quantinuum is debuting in a red-hot market. As Barron's previously reported, public listings have surged this year following a quiet 2025 spent laying the groundwork behind the scenes. \n</p>\n<p>\n  -- Mackenzie Tatananni \n</p>\n<p>\n  BP's Strategic Reset Faces Boardroom Turmoil With Chairman's Ouster \n</p>\n<p>\n  News that British energy giant BP has removed its chairman, Albert Manifold, came just as investors were settling into a strategic reset, with pressure to shift priorities pushed by outside activists. The move, citing governance and conduct concerns, comes as BP benefits from higher crude prices and stronger profits. \n</p>\n<pre style=\"white-space: pre\">\n   -- BP's American depositary receipts declined on Tuesday's news, but have \n      risen nearly 22% this year amid the Iran war, higher crude prices, and \n      volatile trading conditions. There has been optimism about BP's renewed \n      focus on fossil fuel businesses after abandoning a pivot toward renewable \n      energy. \n \n   -- Details were scant on Manifold's departure, and he couldn't be reached. \n      But Amanda Blanc, senior independent director at BP, said the board was \n      \"surprised and disappointed to learn of governance oversight and conduct \n      issues it deems unacceptable and has taken decisive action.\" \n \n   -- Ian Tyler will take over as interim chairman. Manifold oversaw the \n      selection of CEO Meg O'Neill in April, who assumed the role with a \n      mandate to focus on its fossil-fuel business. BP's board said it was \n      \"very impressed\" with O'Neill, and that she would continue as CEO. \n \n   -- The activist firm Elliott Management has built a 5% stake in BP since \n      last year after years of frustration with the company's strategy and \n      execution, arguing that BP suffered from chronic operational \n      underperformance and needed deeper change. \n</pre>\n<p>\n  What's Next: Citi analyst Alastair Syme notes that BP trades at 5.6 times trailing enterprise value to debt-adjusted cash flow -- a valuation multiple used for oil-and-gas companies -- assuming roughly $70 a barrel oil. That's a 5% discount to Shell and a 30% discount to continental European peers TotalEnergies and Eni. \n</p>\n<p>\n  -- Adam Clark, Laura Sanicola, and Janet H. Cho \n</p>\n<p>\n  Pope Leo Warns Against Harms of AI, Data Centers \n</p>\n<p>\n  Pope Leo XIV made an impassioned case against the harms of artificial intelligence and data centers, warning in a letter that the technology brought environmental and social threats, and adding his powerful voice to the burgeoning opposition and resistance that has helped quash billions of dollars' worth of projects this year. \n</p>\n<pre style=\"white-space: pre\">\n   -- The Pope called out the enormous drain on energy resources by artificial \n      intelligence, which not only requires electricity but water, \n      significantly influencing carbon dioxide emissions, and placing heavy \n      demands on natural resources. \"It is essential to develop more \n      sustainable technological solutions,\" he urged. \n \n   -- Privately held Compass Datacenters, backed by <a href=\"https://laohu8.com/S/BAM\">Brookfield Asset Management</a>, \n      last month withdrew its attempts to build an over 800-acre Virginia \n      campus after resistance and increasing regulations. AI proponents have \n      begun saying that AI opponents are being funded by outside sources. \n \n   -- But the sheer breadth of the opposition movement shows that concerns are \n</pre>\n<p>\n  (MORE TO FOLLOW) Dow Jones Newswires\n</p>\n<p>\n  May 27, 2026 06:51 ET (10:51 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","MUD":"1倍做空MU ETF-Direxion","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4575":"芯片概念","LU0109392836.USD":"富兰克林科技股A","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4566":"资本集团","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","MULL":"2倍做多MU ETF-GraniteShares","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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But the market looks convinced that artificial intelligence really is set to break the cycle for chips and other hardware stocks. \n\n\n  Look no further than Micron Technology. The memory-chip maker's share price surged 19% to close at a market valuation of more than $1 trillion on Tuesday. The trigger appeared to be a positive note from UBS arguing Micron's traditionally low price-to-earnings ratio, due to its tendency to go through boom-and-bust cycles, was now outdated as it locks in long-term deals. \n\n\n  Strangely, despite its more than eightfold rise over the past year, Micron still looks cheap at less than 10 times forward earnings. If memory chips are really no longer cyclical, why shouldn't it trade in line with Nvidia's 22 times forward multiple, or even Advanced Micro Devices' 52 times? \n\n\n  The discrepancy suggests Micron's memory chips are seen as a commodity, largely interchangeable with those of its South Korean rivals SK Hynix and Samsung Electronics. But investors seem unsure if the same now applies to Nvidia, while becoming euphoric about stocks in areas such as power chips, optical-networking, and central-processing units. \n\n\n  If Micron's new valuation still suggests some caution, that might not be a bad thing. Analysts at Raymond James estimate AI customers are spending tens of billions on services, but infrastructure companies are counting on about $500 billion in revenue. They calculate customers will have to spend more than $1 trillion annually to justify the current AI buildout. \n\n\n  \"It's hard to find any example of a capital spending boom as large, fast, narrow, and privately funded, as AI spending has been, that hasn't ended in a bust period historically,\" the Raymond James analysts wrote. \n\n\n  Ultimately, it all comes back to Templeton's four dangerous words. \n\n\n  -- Adam Clark \n\n\n  Get more of the journalism you love. Choose Barron's as a preferred source in Google. \n\n\n  Micron Reaches $1 Trillion Market Value. What's Fueling Momentum. \n\n\n  Micron Technology reached a fresh high and hit a $1 trillion market capitalization on Tuesday, according to Dow Jones Market Data. Micron is investing $200 billion to expand manufacturing, including the nation's largest semiconductor factory. \n\n\n   -- President Donald Trump touted Micron during a public appearance in a New \n      York suburb over the weekend. Micron has said it would invest up to $100 \n      billion over 20 years to build the largest chip factory near Syracuse, \n      N.Y. It broke ground on the project earlier this year and is expected to \n      start production in 2030. \n \n   -- Tuesday's performance for Micron's stock was its largest one-day gain \n      since November 2011, and the $163 billion in market cap that it added is \n      about the size of Charles Schwab, according to Dow Jones Market Data. \n \n   -- Wall Street predicts further gains ahead. UBS analyst Timothy Arcuri \n      raised his target price on Micron's stock to $1,625 from $535, \n      reiterating a Buy rating. The target is based on a price-to-earnings \n      ratio of 15 times Arcuri's forecast for Micron's 2029 per-share \n      earnings. \n \n   -- Demand for memory chips has tightened supply. Until recently, companies \n      were wary of adding capacity out of concerns that a slowdown would come, \n      MarketWatch reported, adding that the concerns have allowed memory chip \n      makers to raise prices. Such chips could be undersupplied until halfway \n      through 2028, Acuri said. \n\n\n  What's Next: At the same time, Apple shares appear headed for a breakout toward $5 trillion in market value, tied to its plans for blending artificial intelligence into its Siri assistant -- expected to be unveiled at the early June developers conference -- and the next wave of iPhones slated for release in the autumn. \n\n\n  -- Adam Clark and Martin Baccardax \n\n\n  Nvidia Unveils $150 Billion-a-Year Taiwan Investment \n\n\n  Nvidia brushed aside concerns about the vulnerability of Taiwan in the chip supply chain as it unveiled plans to spend $150 billion annually with Taiwanese suppliers. \n\n\n   -- Nvidia CEO Jensen Huang announced the huge spending plan at an event in \n      Taipei to celebrate the launch of the chip maker's new campus in Taiwan \n      on Wednesday. \n \n   -- Huang noted that Nvidia is already spending around $100 billion a year \n      annually in the country, the home of its most important supplier Taiwan \n      Semiconductor Manufacturing. He didn't give a time frame for the \n      increased investment. \n \n   -- The CEO is in Taiwan ahead of the Computex conference, the annual event \n      that acts as a showcase for the self-ruled island's technology industry \n      and a reminder of its vital place in global supply chains. \n \n   -- President Donald Trump suggested earlier this month he might use a $14 \n      billion package of U.S. arms for Taiwan that awaits his approval as a \n      \"negotiating chip\" with China. The comments were made after Trump's \n      summit with China's leader Xi Jinping. \n\n\n  What's Next: Nvidia's vote of confidence is important amid persistent concerns that Beijing will make a military move against Taiwan, which it considers part of China. \n\n\n  -- Adam Clark \n\n\n  This Year's Biggest Quantum Computing IPO Is Coming \n\n\n  Investors looking for a pure-play bet on quantum computing are about to get their biggest opportunity of the year. Quantinuum, the quantum firm backed by industrial giant Honeywell, has set the terms for its initial public offering and valuation that could reach $12.7 billion. \n\n\n   -- The company plans to sell nearly 21.1 million shares at an expected price \n      range of $45 to $50 each, for net proceeds of $941.7 million at around \n      the midpoint. This would make Quantinuum the largest quantum company to \n      go public in 2026 so far. \n \n   -- Already, Infleqtion, Xanadu Quantum Technologies, and Horizon Quantum \n      went public through blank-check mergers. Infleqtion and Xanadu were \n      valued at $3.5 billion and $4.5 billion, respectively as of Tuesday while \n      Horizon's valuation had yet to touch $1 billion. \n \n   -- Quantinuum has benefited from a parent company with deep pockets, which \n      could explain why it's the only player taking the traditional IPO route \n      this year. For its less capitalized rivals, SPAC mergers provide a faster \n      and more accessible route to the public market. \n \n   -- The company, and quantum technology at large, recently received an \n      endorsement at the federal level. Last Thursday, it was named one of the \n      companies set to receive $100 million in funding under a push to bolster \n      the domestic quantum supply chain. \n\n\n  What's Next: Quantinuum is debuting in a red-hot market. As Barron's previously reported, public listings have surged this year following a quiet 2025 spent laying the groundwork behind the scenes. \n\n\n  -- Mackenzie Tatananni \n\n\n  BP's Strategic Reset Faces Boardroom Turmoil With Chairman's Ouster \n\n\n  News that British energy giant BP has removed its chairman, Albert Manifold, came just as investors were settling into a strategic reset, with pressure to shift priorities pushed by outside activists. The move, citing governance and conduct concerns, comes as BP benefits from higher crude prices and stronger profits. \n\n\n   -- BP's American depositary receipts declined on Tuesday's news, but have \n      risen nearly 22% this year amid the Iran war, higher crude prices, and \n      volatile trading conditions. There has been optimism about BP's renewed \n      focus on fossil fuel businesses after abandoning a pivot toward renewable \n      energy. \n \n   -- Details were scant on Manifold's departure, and he couldn't be reached. \n      But Amanda Blanc, senior independent director at BP, said the board was \n      \"surprised and disappointed to learn of governance oversight and conduct \n      issues it deems unacceptable and has taken decisive action.\" \n \n   -- Ian Tyler will take over as interim chairman. Manifold oversaw the \n      selection of CEO Meg O'Neill in April, who assumed the role with a \n      mandate to focus on its fossil-fuel business. BP's board said it was \n      \"very impressed\" with O'Neill, and that she would continue as CEO. \n \n   -- The activist firm Elliott Management has built a 5% stake in BP since \n      last year after years of frustration with the company's strategy and \n      execution, arguing that BP suffered from chronic operational \n      underperformance and needed deeper change. \n\n\n  What's Next: Citi analyst Alastair Syme notes that BP trades at 5.6 times trailing enterprise value to debt-adjusted cash flow -- a valuation multiple used for oil-and-gas companies -- assuming roughly $70 a barrel oil. That's a 5% discount to Shell and a 30% discount to continental European peers TotalEnergies and Eni. \n\n\n  -- Adam Clark, Laura Sanicola, and Janet H. Cho \n\n\n  Pope Leo Warns Against Harms of AI, Data Centers \n\n\n  Pope Leo XIV made an impassioned case against the harms of artificial intelligence and data centers, warning in a letter that the technology brought environmental and social threats, and adding his powerful voice to the burgeoning opposition and resistance that has helped quash billions of dollars' worth of projects this year. \n\n\n   -- The Pope called out the enormous drain on energy resources by artificial \n      intelligence, which not only requires electricity but water, \n      significantly influencing carbon dioxide emissions, and placing heavy \n      demands on natural resources. \"It is essential to develop more \n      sustainable technological solutions,\" he urged. \n \n   -- Privately held Compass Datacenters, backed by Brookfield Asset Management, \n      last month withdrew its attempts to build an over 800-acre Virginia \n      campus after resistance and increasing regulations. AI proponents have \n      begun saying that AI opponents are being funded by outside sources. \n \n   -- But the sheer breadth of the opposition movement shows that concerns are \n\n\n  (MORE TO FOLLOW) Dow Jones Newswires\n\n\n  May 27, 2026 06:51 ET (10:51 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"MUD":0.6,"MUU":0.6,"MULL":0.6,"MU":1.97}},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":568383208628672,"gmtCreate":1779794738323,"gmtModify":1779794740577,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/568383208628672","repostId":"1103460348","repostType":2,"repost":{"id":"1103460348","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1779785016,"share":"https://ttm.financial/m/news/1103460348?lang=en_US&edition=fundamental","pubTime":"2026-05-26 16:43","market":"us","language":"en","title":"7 Small-Cap Stocks More Than Doubled In May: Micron Did Only 46%","url":"https://stock-news.laohu8.com/highlight/detail?id=1103460348","media":"Benzinga","summary":"Wall Street spent May watching $Micron Technology Inc.(MU)$ rally toward a market value of roughly $850 billion on the strength of artificial intelligence memory demand.Below the headlines, a quieter...","content":"<html><head></head><body><p style=\"text-align: left;\">Wall Street spent May watching <strong><a href=\"https://laohu8.com/S/MU\">Micron Technology Inc.</a></strong> rally toward a market value of roughly $850 billion on the strength of artificial intelligence memory demand.</p><p style=\"text-align: left;\">Below the headlines, a quieter move was underway.</p><p style=\"text-align: left;\">The seven best-performing stocks in the Russell 2000 each more than doubled Micron’s return in a single month.</p><h2 style=\"text-align: left;\"><strong>The May Small-Cap Leaderboard</strong></h2><p style=\"text-align: left;\">The table below ranks the seven Russell 2000 names by month-to-date performance.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f5345f4881eff15fa1a06536502bd3b9\" data-align=\"center\" tg-width=\"971\" tg-height=\"293\"/><span></span></p><h2 style=\"text-align: left;\"><strong>What Actually Drove Each Move?</strong></h2><p style=\"text-align: left;\">Each of the seven rallies had a specific trigger, and most of them landed in the first two weeks of May.</p><p style=\"text-align: left;\">Here is the catalyst behind each name.</p><ul style=\"list-style-type: disc;\"><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/HYLN\">Hyliion Holdings Corp.</a></strong>: Two catalysts, two legs. Hyliion reported on May 12 with revenue up 479% year over year and a narrower net loss, and the stock jumped roughly 30% on the print as the company confirmed it had cleared UL certification testing for its KARNO Power Module. The second leg came late in the month: the U.S. Navy selected the KARNO platform for power trials on the unmanned USX-1 Defiant vessel, and the stock surged another 40% in the days that followed, trading near $6. An earnings pop, then a defense headline on top.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/AGL\">agilon health, inc.</a></strong>: The senior-care company reported stronger first-quarter profitability and raised its full-year 2026 sales guidance, a combination that reversed a long stretch of weak sentiment. The stock gapped up 117.8% the next session, opening near $44 and closing above $60. It did not stop there. Shares climbed for most of the rest of the month, reaching the mid-$80s. Deutsche Bank upgraded the stock to Buy from Hold during the month.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/RXT\">Rackspace Technology, Inc</a></strong>: Rackspace reported on May 6, and the stock posted back-to-back daily gains near 55% in each of the two sessions that followed, lifted by a swing to first-quarter profit and a multi-year AI infrastructure partnership with <strong><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices, Inc.</a></strong> announced on May 7. With roughly 21% of its float sold short heading into the news, the move was amplified by short covering. Shares ran from roughly $2.50 to above $7.50 in days. The retracement was just as sharp: by late May the stock had fallen back near $4. </p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/EVC\">Entravision Communications Corporation</a></strong>:The media and ad-tech company reported first-quarter results on May 5 showing revenue up 114% year over year to about $197 million and a return to profitability. The gain was driven by its Advertising Technology and Services segment, where revenue rose 204%. Management also pointed to the 2026 political advertising cycle as a coming tailwind. Shares rallied 94% in the post-earnings session and continued to drift higher thereafter.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/NXXT\">NextNRG, Inc.</a></strong>:The AI-driven energy and mobile-fueling company reported that April 2026 was the highest single revenue month in its history, with monthly revenue of roughly $21 million. The move is best read as a sharp rebound: the stock remains down about 41% year to date, and its financing leans on convertible notes that can dilute shareholders.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/INOD\">Innodata Inc.</a></strong>:The data-engineering supplier reported first-quarter results on May 7 with revenue up 54% year over year and lifted its full-year 2026 growth target above 40%. The stock gapped 86% higher on the print and extended through the month. Wedbush raised its price target to $100 from $80 the following week, the clearest analyst endorsement in the group.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/AMBQ\">Ambiq Micro, Inc.</a></strong>: The ultra-low-power chipmaker reported first-quarter net sales up 59% year over year on May 12, with more than 80% of units shipped running AI algorithms on the device. Management guided second-quarter sales higher still.</p></li></ul></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>7 Small-Cap Stocks More Than Doubled In May: Micron Did Only 46%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Small-Cap Stocks More Than Doubled In May: Micron Did Only 46%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2026-05-26 16:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Wall Street spent May watching <strong><a href=\"https://laohu8.com/S/MU\">Micron Technology Inc.</a></strong> rally toward a market value of roughly $850 billion on the strength of artificial intelligence memory demand.</p><p style=\"text-align: left;\">Below the headlines, a quieter move was underway.</p><p style=\"text-align: left;\">The seven best-performing stocks in the Russell 2000 each more than doubled Micron’s return in a single month.</p><h2 style=\"text-align: left;\"><strong>The May Small-Cap Leaderboard</strong></h2><p style=\"text-align: left;\">The table below ranks the seven Russell 2000 names by month-to-date performance.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f5345f4881eff15fa1a06536502bd3b9\" data-align=\"center\" tg-width=\"971\" tg-height=\"293\"/><span></span></p><h2 style=\"text-align: left;\"><strong>What Actually Drove Each Move?</strong></h2><p style=\"text-align: left;\">Each of the seven rallies had a specific trigger, and most of them landed in the first two weeks of May.</p><p style=\"text-align: left;\">Here is the catalyst behind each name.</p><ul style=\"list-style-type: disc;\"><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/HYLN\">Hyliion Holdings Corp.</a></strong>: Two catalysts, two legs. Hyliion reported on May 12 with revenue up 479% year over year and a narrower net loss, and the stock jumped roughly 30% on the print as the company confirmed it had cleared UL certification testing for its KARNO Power Module. The second leg came late in the month: the U.S. Navy selected the KARNO platform for power trials on the unmanned USX-1 Defiant vessel, and the stock surged another 40% in the days that followed, trading near $6. An earnings pop, then a defense headline on top.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/AGL\">agilon health, inc.</a></strong>: The senior-care company reported stronger first-quarter profitability and raised its full-year 2026 sales guidance, a combination that reversed a long stretch of weak sentiment. The stock gapped up 117.8% the next session, opening near $44 and closing above $60. It did not stop there. Shares climbed for most of the rest of the month, reaching the mid-$80s. Deutsche Bank upgraded the stock to Buy from Hold during the month.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/RXT\">Rackspace Technology, Inc</a></strong>: Rackspace reported on May 6, and the stock posted back-to-back daily gains near 55% in each of the two sessions that followed, lifted by a swing to first-quarter profit and a multi-year AI infrastructure partnership with <strong><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices, Inc.</a></strong> announced on May 7. With roughly 21% of its float sold short heading into the news, the move was amplified by short covering. Shares ran from roughly $2.50 to above $7.50 in days. The retracement was just as sharp: by late May the stock had fallen back near $4. </p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/EVC\">Entravision Communications Corporation</a></strong>:The media and ad-tech company reported first-quarter results on May 5 showing revenue up 114% year over year to about $197 million and a return to profitability. The gain was driven by its Advertising Technology and Services segment, where revenue rose 204%. Management also pointed to the 2026 political advertising cycle as a coming tailwind. Shares rallied 94% in the post-earnings session and continued to drift higher thereafter.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/NXXT\">NextNRG, Inc.</a></strong>:The AI-driven energy and mobile-fueling company reported that April 2026 was the highest single revenue month in its history, with monthly revenue of roughly $21 million. The move is best read as a sharp rebound: the stock remains down about 41% year to date, and its financing leans on convertible notes that can dilute shareholders.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/INOD\">Innodata Inc.</a></strong>:The data-engineering supplier reported first-quarter results on May 7 with revenue up 54% year over year and lifted its full-year 2026 growth target above 40%. The stock gapped 86% higher on the print and extended through the month. Wedbush raised its price target to $100 from $80 the following week, the clearest analyst endorsement in the group.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/AMBQ\">Ambiq Micro, Inc.</a></strong>: The ultra-low-power chipmaker reported first-quarter net sales up 59% year over year on May 12, with more than 80% of units shipped running AI algorithms on the device. Management guided second-quarter sales higher still.</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MUD":"1倍做空MU ETF-Direxion","AGL":"agilon health, inc.","MU":"美光科技","RXT":"Rackspace Technology","EVC":"超视野传播","MULL":"2倍做多MU ETF-GraniteShares","AMBQ":"Ambiq Micro","MUU":"2倍做多MU ETF-Direxion","HYLN":"Hyliion Holdings Corp.","NXXT":"NextNRG Inc.","INOD":"Innodata Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103460348","content_text":"Wall Street spent May watching Micron Technology Inc. rally toward a market value of roughly $850 billion on the strength of artificial intelligence memory demand.Below the headlines, a quieter move was underway.The seven best-performing stocks in the Russell 2000 each more than doubled Micron’s return in a single month.The May Small-Cap LeaderboardThe table below ranks the seven Russell 2000 names by month-to-date performance.What Actually Drove Each Move?Each of the seven rallies had a specific trigger, and most of them landed in the first two weeks of May.Here is the catalyst behind each name.Hyliion Holdings Corp.: Two catalysts, two legs. Hyliion reported on May 12 with revenue up 479% year over year and a narrower net loss, and the stock jumped roughly 30% on the print as the company confirmed it had cleared UL certification testing for its KARNO Power Module. The second leg came late in the month: the U.S. Navy selected the KARNO platform for power trials on the unmanned USX-1 Defiant vessel, and the stock surged another 40% in the days that followed, trading near $6. An earnings pop, then a defense headline on top.agilon health, inc.: The senior-care company reported stronger first-quarter profitability and raised its full-year 2026 sales guidance, a combination that reversed a long stretch of weak sentiment. The stock gapped up 117.8% the next session, opening near $44 and closing above $60. It did not stop there. Shares climbed for most of the rest of the month, reaching the mid-$80s. Deutsche Bank upgraded the stock to Buy from Hold during the month.Rackspace Technology, Inc: Rackspace reported on May 6, and the stock posted back-to-back daily gains near 55% in each of the two sessions that followed, lifted by a swing to first-quarter profit and a multi-year AI infrastructure partnership with Advanced Micro Devices, Inc. announced on May 7. With roughly 21% of its float sold short heading into the news, the move was amplified by short covering. Shares ran from roughly $2.50 to above $7.50 in days. The retracement was just as sharp: by late May the stock had fallen back near $4. Entravision Communications Corporation:The media and ad-tech company reported first-quarter results on May 5 showing revenue up 114% year over year to about $197 million and a return to profitability. The gain was driven by its Advertising Technology and Services segment, where revenue rose 204%. Management also pointed to the 2026 political advertising cycle as a coming tailwind. Shares rallied 94% in the post-earnings session and continued to drift higher thereafter.NextNRG, Inc.:The AI-driven energy and mobile-fueling company reported that April 2026 was the highest single revenue month in its history, with monthly revenue of roughly $21 million. The move is best read as a sharp rebound: the stock remains down about 41% year to date, and its financing leans on convertible notes that can dilute shareholders.Innodata Inc.:The data-engineering supplier reported first-quarter results on May 7 with revenue up 54% year over year and lifted its full-year 2026 growth target above 40%. The stock gapped 86% higher on the print and extended through the month. Wedbush raised its price target to $100 from $80 the following week, the clearest analyst endorsement in the group.Ambiq Micro, Inc.: The ultra-low-power chipmaker reported first-quarter net sales up 59% year over year on May 12, with more than 80% of units shipped running AI algorithms on the device. Management guided second-quarter sales higher still.","news_type":1,"symbols_score_info":{"INOD":2,"MUD":0.6,"RXT":2,"HYLN":2,"EVC":2,"MULL":0.6,"AMBQ":2,"AGL":2,"MU":2,"MUU":0.6,"NXXT":2}},"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":568383980049400,"gmtCreate":1779794733537,"gmtModify":1779794737110,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/568383980049400","repostId":"1103460348","repostType":2,"repost":{"id":"1103460348","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1779785016,"share":"https://ttm.financial/m/news/1103460348?lang=en_US&edition=fundamental","pubTime":"2026-05-26 16:43","market":"us","language":"en","title":"7 Small-Cap Stocks More Than Doubled In May: Micron Did Only 46%","url":"https://stock-news.laohu8.com/highlight/detail?id=1103460348","media":"Benzinga","summary":"Wall Street spent May watching $Micron Technology Inc.(MU)$ rally toward a market value of roughly $850 billion on the strength of artificial intelligence memory demand.Below the headlines, a quieter...","content":"<html><head></head><body><p style=\"text-align: left;\">Wall Street spent May watching <strong><a href=\"https://laohu8.com/S/MU\">Micron Technology Inc.</a></strong> rally toward a market value of roughly $850 billion on the strength of artificial intelligence memory demand.</p><p style=\"text-align: left;\">Below the headlines, a quieter move was underway.</p><p style=\"text-align: left;\">The seven best-performing stocks in the Russell 2000 each more than doubled Micron’s return in a single month.</p><h2 style=\"text-align: left;\"><strong>The May Small-Cap Leaderboard</strong></h2><p style=\"text-align: left;\">The table below ranks the seven Russell 2000 names by month-to-date performance.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f5345f4881eff15fa1a06536502bd3b9\" data-align=\"center\" tg-width=\"971\" tg-height=\"293\"/><span></span></p><h2 style=\"text-align: left;\"><strong>What Actually Drove Each Move?</strong></h2><p style=\"text-align: left;\">Each of the seven rallies had a specific trigger, and most of them landed in the first two weeks of May.</p><p style=\"text-align: left;\">Here is the catalyst behind each name.</p><ul style=\"list-style-type: disc;\"><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/HYLN\">Hyliion Holdings Corp.</a></strong>: Two catalysts, two legs. Hyliion reported on May 12 with revenue up 479% year over year and a narrower net loss, and the stock jumped roughly 30% on the print as the company confirmed it had cleared UL certification testing for its KARNO Power Module. The second leg came late in the month: the U.S. Navy selected the KARNO platform for power trials on the unmanned USX-1 Defiant vessel, and the stock surged another 40% in the days that followed, trading near $6. An earnings pop, then a defense headline on top.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/AGL\">agilon health, inc.</a></strong>: The senior-care company reported stronger first-quarter profitability and raised its full-year 2026 sales guidance, a combination that reversed a long stretch of weak sentiment. The stock gapped up 117.8% the next session, opening near $44 and closing above $60. It did not stop there. Shares climbed for most of the rest of the month, reaching the mid-$80s. Deutsche Bank upgraded the stock to Buy from Hold during the month.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/RXT\">Rackspace Technology, Inc</a></strong>: Rackspace reported on May 6, and the stock posted back-to-back daily gains near 55% in each of the two sessions that followed, lifted by a swing to first-quarter profit and a multi-year AI infrastructure partnership with <strong><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices, Inc.</a></strong> announced on May 7. With roughly 21% of its float sold short heading into the news, the move was amplified by short covering. Shares ran from roughly $2.50 to above $7.50 in days. The retracement was just as sharp: by late May the stock had fallen back near $4. </p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/EVC\">Entravision Communications Corporation</a></strong>:The media and ad-tech company reported first-quarter results on May 5 showing revenue up 114% year over year to about $197 million and a return to profitability. The gain was driven by its Advertising Technology and Services segment, where revenue rose 204%. Management also pointed to the 2026 political advertising cycle as a coming tailwind. Shares rallied 94% in the post-earnings session and continued to drift higher thereafter.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/NXXT\">NextNRG, Inc.</a></strong>:The AI-driven energy and mobile-fueling company reported that April 2026 was the highest single revenue month in its history, with monthly revenue of roughly $21 million. The move is best read as a sharp rebound: the stock remains down about 41% year to date, and its financing leans on convertible notes that can dilute shareholders.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/INOD\">Innodata Inc.</a></strong>:The data-engineering supplier reported first-quarter results on May 7 with revenue up 54% year over year and lifted its full-year 2026 growth target above 40%. The stock gapped 86% higher on the print and extended through the month. Wedbush raised its price target to $100 from $80 the following week, the clearest analyst endorsement in the group.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/AMBQ\">Ambiq Micro, Inc.</a></strong>: The ultra-low-power chipmaker reported first-quarter net sales up 59% year over year on May 12, with more than 80% of units shipped running AI algorithms on the device. Management guided second-quarter sales higher still.</p></li></ul></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>7 Small-Cap Stocks More Than Doubled In May: Micron Did Only 46%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7 Small-Cap Stocks More Than Doubled In May: Micron Did Only 46%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2026-05-26 16:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Wall Street spent May watching <strong><a href=\"https://laohu8.com/S/MU\">Micron Technology Inc.</a></strong> rally toward a market value of roughly $850 billion on the strength of artificial intelligence memory demand.</p><p style=\"text-align: left;\">Below the headlines, a quieter move was underway.</p><p style=\"text-align: left;\">The seven best-performing stocks in the Russell 2000 each more than doubled Micron’s return in a single month.</p><h2 style=\"text-align: left;\"><strong>The May Small-Cap Leaderboard</strong></h2><p style=\"text-align: left;\">The table below ranks the seven Russell 2000 names by month-to-date performance.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f5345f4881eff15fa1a06536502bd3b9\" data-align=\"center\" tg-width=\"971\" tg-height=\"293\"/><span></span></p><h2 style=\"text-align: left;\"><strong>What Actually Drove Each Move?</strong></h2><p style=\"text-align: left;\">Each of the seven rallies had a specific trigger, and most of them landed in the first two weeks of May.</p><p style=\"text-align: left;\">Here is the catalyst behind each name.</p><ul style=\"list-style-type: disc;\"><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/HYLN\">Hyliion Holdings Corp.</a></strong>: Two catalysts, two legs. Hyliion reported on May 12 with revenue up 479% year over year and a narrower net loss, and the stock jumped roughly 30% on the print as the company confirmed it had cleared UL certification testing for its KARNO Power Module. The second leg came late in the month: the U.S. Navy selected the KARNO platform for power trials on the unmanned USX-1 Defiant vessel, and the stock surged another 40% in the days that followed, trading near $6. An earnings pop, then a defense headline on top.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/AGL\">agilon health, inc.</a></strong>: The senior-care company reported stronger first-quarter profitability and raised its full-year 2026 sales guidance, a combination that reversed a long stretch of weak sentiment. The stock gapped up 117.8% the next session, opening near $44 and closing above $60. It did not stop there. Shares climbed for most of the rest of the month, reaching the mid-$80s. Deutsche Bank upgraded the stock to Buy from Hold during the month.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/RXT\">Rackspace Technology, Inc</a></strong>: Rackspace reported on May 6, and the stock posted back-to-back daily gains near 55% in each of the two sessions that followed, lifted by a swing to first-quarter profit and a multi-year AI infrastructure partnership with <strong><a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices, Inc.</a></strong> announced on May 7. With roughly 21% of its float sold short heading into the news, the move was amplified by short covering. Shares ran from roughly $2.50 to above $7.50 in days. The retracement was just as sharp: by late May the stock had fallen back near $4. </p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/EVC\">Entravision Communications Corporation</a></strong>:The media and ad-tech company reported first-quarter results on May 5 showing revenue up 114% year over year to about $197 million and a return to profitability. The gain was driven by its Advertising Technology and Services segment, where revenue rose 204%. Management also pointed to the 2026 political advertising cycle as a coming tailwind. Shares rallied 94% in the post-earnings session and continued to drift higher thereafter.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/NXXT\">NextNRG, Inc.</a></strong>:The AI-driven energy and mobile-fueling company reported that April 2026 was the highest single revenue month in its history, with monthly revenue of roughly $21 million. The move is best read as a sharp rebound: the stock remains down about 41% year to date, and its financing leans on convertible notes that can dilute shareholders.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/INOD\">Innodata Inc.</a></strong>:The data-engineering supplier reported first-quarter results on May 7 with revenue up 54% year over year and lifted its full-year 2026 growth target above 40%. The stock gapped 86% higher on the print and extended through the month. Wedbush raised its price target to $100 from $80 the following week, the clearest analyst endorsement in the group.</p></li><li><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/AMBQ\">Ambiq Micro, Inc.</a></strong>: The ultra-low-power chipmaker reported first-quarter net sales up 59% year over year on May 12, with more than 80% of units shipped running AI algorithms on the device. Management guided second-quarter sales higher still.</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MUD":"1倍做空MU ETF-Direxion","AGL":"agilon health, inc.","MU":"美光科技","RXT":"Rackspace Technology","EVC":"超视野传播","MULL":"2倍做多MU ETF-GraniteShares","AMBQ":"Ambiq Micro","MUU":"2倍做多MU ETF-Direxion","HYLN":"Hyliion Holdings Corp.","NXXT":"NextNRG Inc.","INOD":"Innodata Inc"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103460348","content_text":"Wall Street spent May watching Micron Technology Inc. rally toward a market value of roughly $850 billion on the strength of artificial intelligence memory demand.Below the headlines, a quieter move was underway.The seven best-performing stocks in the Russell 2000 each more than doubled Micron’s return in a single month.The May Small-Cap LeaderboardThe table below ranks the seven Russell 2000 names by month-to-date performance.What Actually Drove Each Move?Each of the seven rallies had a specific trigger, and most of them landed in the first two weeks of May.Here is the catalyst behind each name.Hyliion Holdings Corp.: Two catalysts, two legs. Hyliion reported on May 12 with revenue up 479% year over year and a narrower net loss, and the stock jumped roughly 30% on the print as the company confirmed it had cleared UL certification testing for its KARNO Power Module. The second leg came late in the month: the U.S. Navy selected the KARNO platform for power trials on the unmanned USX-1 Defiant vessel, and the stock surged another 40% in the days that followed, trading near $6. An earnings pop, then a defense headline on top.agilon health, inc.: The senior-care company reported stronger first-quarter profitability and raised its full-year 2026 sales guidance, a combination that reversed a long stretch of weak sentiment. The stock gapped up 117.8% the next session, opening near $44 and closing above $60. It did not stop there. Shares climbed for most of the rest of the month, reaching the mid-$80s. Deutsche Bank upgraded the stock to Buy from Hold during the month.Rackspace Technology, Inc: Rackspace reported on May 6, and the stock posted back-to-back daily gains near 55% in each of the two sessions that followed, lifted by a swing to first-quarter profit and a multi-year AI infrastructure partnership with Advanced Micro Devices, Inc. announced on May 7. With roughly 21% of its float sold short heading into the news, the move was amplified by short covering. Shares ran from roughly $2.50 to above $7.50 in days. The retracement was just as sharp: by late May the stock had fallen back near $4. Entravision Communications Corporation:The media and ad-tech company reported first-quarter results on May 5 showing revenue up 114% year over year to about $197 million and a return to profitability. The gain was driven by its Advertising Technology and Services segment, where revenue rose 204%. Management also pointed to the 2026 political advertising cycle as a coming tailwind. Shares rallied 94% in the post-earnings session and continued to drift higher thereafter.NextNRG, Inc.:The AI-driven energy and mobile-fueling company reported that April 2026 was the highest single revenue month in its history, with monthly revenue of roughly $21 million. The move is best read as a sharp rebound: the stock remains down about 41% year to date, and its financing leans on convertible notes that can dilute shareholders.Innodata Inc.:The data-engineering supplier reported first-quarter results on May 7 with revenue up 54% year over year and lifted its full-year 2026 growth target above 40%. The stock gapped 86% higher on the print and extended through the month. Wedbush raised its price target to $100 from $80 the following week, the clearest analyst endorsement in the group.Ambiq Micro, Inc.: The ultra-low-power chipmaker reported first-quarter net sales up 59% year over year on May 12, with more than 80% of units shipped running AI algorithms on the device. Management guided second-quarter sales higher still.","news_type":1,"symbols_score_info":{"INOD":2,"MUD":0.6,"RXT":2,"HYLN":2,"EVC":2,"MULL":0.6,"AMBQ":2,"AGL":2,"MU":2,"MUU":0.6,"NXXT":2}},"isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":568070694539784,"gmtCreate":1779718111527,"gmtModify":1779718115028,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/568070694539784","repostId":"568077958848928","repostType":1,"repost":{"id":568077958848928,"gmtCreate":1779702293528,"gmtModify":1779716400139,"author":{"id":"4106547232749330","authorId":"4106547232749330","name":"Tiger_SG","avatar":"https://community-static.tradeup.com/news/9eb57a835b72d997d1941fb6605d80a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4106547232749330","idStr":"4106547232749330"},"themes":[],"title":"SpaceX IPO | Five Options to Invest, Which Fits You?","htmlText":"<a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> road show starts June 5, listing June 12. <a target=\"_blank\" href=\"https://ttm.financial/S/SATS\">$EchoStar(SATS)$</a> at $124.20, <a target=\"_blank\" href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> at $135.76 (+8.22%), <a target=\"_blank\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> at $379.38, <a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> at $426.01. Not everyone can get IPO allocation — but there's more than one way to own a piece of the SpaceX story. Option 1: Buy <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> directly (most direct but high capital barrier) SpaceX's S-1 discloses that retail brokerage channels will receive","listText":"<a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> road show starts June 5, listing June 12. <a target=\"_blank\" href=\"https://ttm.financial/S/SATS\">$EchoStar(SATS)$</a> at $124.20, <a target=\"_blank\" href=\"https://ttm.financial/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$</a> at $135.76 (+8.22%), <a target=\"_blank\" href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> at $379.38, <a target=\"_blank\" href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> at $426.01. Not everyone can get IPO allocation — but there's more than one way to own a piece of the SpaceX story. Option 1: Buy <a target=\"_blank\" href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$</a> directly (most direct but high capital barrier) SpaceX's S-1 discloses that retail brokerage channels will receive","text":"$SpaceX(SPCX)$ road show starts June 5, listing June 12. $EchoStar(SATS)$ at $124.20, $Rocket Lab USA, Inc.(RKLB)$ at $135.76 (+8.22%), $Alphabet(GOOG)$ at $379.38, $Tesla Motors(TSLA)$ at $426.01. Not everyone can get IPO allocation — but there's more than one way to own a piece of the SpaceX story. Option 1: Buy $SpaceX(SPCX)$ directly (most direct but high capital barrier) SpaceX's S-1 discloses that retail brokerage channels will receive","images":[{"img":"https://community-static.tradeup.com/news/f7322d69ae70bcdca53449b6dd8bd6f1"},{"img":"https://community-static.tradeup.com/news/d5d6a02f534972f46f3e5c522bb3a376"},{"img":"https://community-static.tradeup.com/news/c3ea0cb781636dc1a05ab5c1de226366"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/568077958848928","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}