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06-04 19:11

Chia sẻ ý kiến của bạn về tin tức này…

SpaceX Launched the Roadshow for the Initial Public Offering of 555,555,555 Shares of Its Class a Common Stock to the Public

06-04 15:08

Rút tiền

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

06-04 14:31

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What Ciena (CIEN)'s Subsea 400G and NaaS Wins Mean For Shareholders

06-04 14:30

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What Ciena (CIEN)'s Subsea 400G and NaaS Wins Mean For Shareholders

05-18

Dich sang tiếng việt

Hong Kong Stocks Extended Losses; Li Auto Plunged 14%; Leapmotor Dropped 11%; Laekna Down 9%; Innoscience, Weride And Horizonrobot Down 6%; Pony Down 5%; NIO Declined 3%

05-16

Ko hiểu bạn ơi

Why Nvidia Stock Could Still Rise Another 50%

05-16

$NASDAQ(.IXIC)$ Chu đè thị khổng nghi ra. Chu no thì có sẵn

Go to Tiger App to see more news

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Expected Spcx Price of $135 per Share</p><p style=\"text-align: left;\">SpaceX: Intends to Grant the Underwriters a 30-Day Option to Purchase up to an Additional 83,333,333 Shares of Its Class a Common Stock.</p><p style=\"text-align: left;\">SpaceX - Has Applied to List Its Class a Common Stock on the Nasdaq Global Select Market and Nasdaq Texas Under the Ticker Symbol “SPCX.”</p><p style=\"text-align: left;\">SpaceX: Goldman Sachs, Morgan Stanley, Bofa Securities, Citigroup, J.p. Morgan, Barclays and Others Will Act as Book-Running Managers for the Offering</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 Launched the Roadshow for the Initial Public Offering of 555,555,555 Shares of Its Class a Common Stock to the Public</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\">\nSpaceX Launched the Roadshow for the Initial Public Offering of 555,555,555 Shares of Its Class a Common Stock to the Public\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-06-04 19:04</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;\">SpaceX - Launched the Roadshow for the Initial Public Offering of 555,555,555 Shares of Its Class a Common Stock to the Public</p><p style=\"text-align: left;\">SpaceX: : Retail Investors Will Be Able to Participate at the Same Prices as the Big Institutions. Expected Spcx Price of $135 per Share</p><p style=\"text-align: left;\">SpaceX: Intends to Grant the Underwriters a 30-Day Option to Purchase up to an Additional 83,333,333 Shares of Its Class a Common Stock.</p><p style=\"text-align: left;\">SpaceX - Has Applied to List Its Class a Common Stock on the Nasdaq Global Select Market and Nasdaq Texas Under the Ticker Symbol “SPCX.”</p><p style=\"text-align: left;\">SpaceX: Goldman Sachs, Morgan Stanley, Bofa Securities, Citigroup, J.p. Morgan, Barclays and Others Will Act as Book-Running Managers for the Offering</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260604:nFWN42B12E:3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2640154886","content_text":"SpaceX - Launched the Roadshow for the Initial Public Offering of 555,555,555 Shares of Its Class a Common Stock to the PublicSpaceX: : Retail Investors Will Be Able to Participate at the Same Prices as the Big Institutions. Expected Spcx Price of $135 per ShareSpaceX: Intends to Grant the Underwriters a 30-Day Option to Purchase up to an Additional 83,333,333 Shares of Its Class a Common Stock.SpaceX - Has Applied to List Its Class a Common Stock on the Nasdaq Global Select Market and Nasdaq Texas Under the Ticker Symbol “SPCX.”SpaceX: Goldman Sachs, Morgan Stanley, Bofa Securities, Citigroup, J.p. Morgan, Barclays and Others Will Act as Book-Running Managers for the Offering","news_type":1,"symbols_score_info":{"SPCX":0.9}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":571532127696544,"gmtCreate":1780556900888,"gmtModify":1780556903786,"author":{"id":"4240044442768682","authorId":"4240044442768682","name":"Long6star","avatar":"https://community-static.tradeup.com/news/e5d55eb914fb080d89ad7ec57b3d2755","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4240044442768682","idStr":"4240044442768682"},"themes":[],"title":"","htmlText":"Rút tiền&nbsp;","listText":"Rút tiền&nbsp;","text":"Rút tiền","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/571532127696544","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":"hk","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":{},"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":{"MSFO":0.6,"MSFW":0.6,"MSFL":0.6,"MSFT":1.9,"MSFX":0.6,"MSFU":0.6,"MSFD":0.6,"MSFY":0.6}},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":571523917435288,"gmtCreate":1780554711643,"gmtModify":1780554714387,"author":{"id":"4240044442768682","authorId":"4240044442768682","name":"Long6star","avatar":"https://community-static.tradeup.com/news/e5d55eb914fb080d89ad7ec57b3d2755","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4240044442768682","idStr":"4240044442768682"},"themes":[],"title":"","htmlText":"Chưa xác định&nbsp;","listText":"Chưa xác định&nbsp;","text":"Chưa xác định","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/571523917435288","repostId":"2640907157","repostType":2,"repost":{"id":"2640907157","kind":"highlight","pubTimestamp":1780493430,"share":"https://ttm.financial/m/news/2640907157?lang=en_US&edition=fundamental","pubTime":"2026-06-03 21:30","market":"us","language":"en","title":"What Ciena (CIEN)'s Subsea 400G and NaaS Wins Mean For Shareholders","url":"https://stock-news.laohu8.com/highlight/detail?id=2640907157","media":"Simply Wall St.","summary":"In late May 2026, Biznet in Indonesia and Cirion Technologies in Latin America announced deployments of Ciena’s WaveLogic and automation platforms to power 400G submarine connectivity and a new Network-as-a-Service offering across extensive regional fiber and subsea networks.\nThese implementations highlight how Ciena’s optical hardware and Navigator Network Control Suite are becoming embedded in next-generation, software-driven connectivity models that serve cloud, AI, and data-intensive...","content":"<div>\n<p>In late May 2026, Biznet in Indonesia and Cirion Technologies in Latin America announced deployments of Ciena’s WaveLogic and automation platforms to power 400G submarine connectivity and a new ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nyse-cien/ciena/news/what-ciena-ciens-subsea-400g-and-naas-wins-mean-for-sharehol\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Ciena (CIEN)'s Subsea 400G and NaaS Wins Mean For Shareholders</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; 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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\">\nWhat Ciena (CIEN)'s Subsea 400G and NaaS Wins Mean For Shareholders\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-03 21:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/tech/nyse-cien/ciena/news/what-ciena-ciens-subsea-400g-and-naas-wins-mean-for-sharehol><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In late May 2026, Biznet in Indonesia and Cirion Technologies in Latin America announced deployments of Ciena’s WaveLogic and automation platforms to power 400G submarine connectivity and a new ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nyse-cien/ciena/news/what-ciena-ciens-subsea-400g-and-naas-wins-mean-for-sharehol\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/8111000-choice1-main-header/1585186745276","relate_stocks":{"BK4515":"5G概念","LU0154245673.USD":"BNP PARIBAS US MID CAP \"C\" (USD) INC","BK4588":"碎股","LU0106261612.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" ACC","LU0240878834.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" (USD) INC AV","CIEN":"Ciena科技","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4551":"寇图资本持仓","AGIX":"通用人工智能 ETF-AGIX","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4023":"应用软件","LU0205193047.USD":"SCHRODER ISF US SMALL & MID-CAP EQUITY \"A\" (USD)  ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","BK4543":"AI","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0012050646.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" (USD) INC AV","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4020":"通信设备","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","LU1548497426.USD":"安联环球人工智能AT Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4585":"ETF&股票定投概念","AI":"C3.ai, Inc.","AIPO":"Defiance AI and Power Infrastructure ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0205194284.USD":"SCHRODER ISF US SMALL & MID-CAP EQUITY \"A\" (USD) INC AV","LU0240877869.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" ACC","BK4587":"ChatGPT概念","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","ARTY":"ISHARES FUTURE AI & TECH ETF","BK4528":"SaaS概念","LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC"},"source_url":"https://simplywall.st/stocks/us/tech/nyse-cien/ciena/news/what-ciena-ciens-subsea-400g-and-naas-wins-mean-for-sharehol","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2640907157","content_text":"In late May 2026, Biznet in Indonesia and Cirion Technologies in Latin America announced deployments of Ciena’s WaveLogic and automation platforms to power 400G submarine connectivity and a new Network-as-a-Service offering across extensive regional fiber and subsea networks. These implementations highlight how Ciena’s optical hardware and Navigator Network Control Suite are becoming embedded in next-generation, software-driven connectivity models that serve cloud, AI, and data-intensive traffic across emerging markets. Next, we’ll examine how Cirion’s NaaS adoption of Ciena’s technology could influence the company’s investment narrative built around AI-driven networking. We've uncovered the 11 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.AdvertisementCiena Investment Narrative RecapTo own Ciena, you need to believe that its optical and automation platforms remain central to how cloud and AI networks are built, and that current hyperscaler and carrier spending holds up. The Biznet and Cirion wins reinforce that story but do not materially change the immediate risk that Ciena relies heavily on a concentrated set of large customers whose orders and pricing decisions can swing results and sentiment very quickly. The Cirion NaaS launch looks most relevant here because it showcases Ciena’s technology inside an on demand, cloud like connectivity model that directly targets AI, data center, and enterprise workloads. That is exactly where many see the biggest upside catalyst for Ciena: deeper, software driven roles in hyperscaler and neo scaler networks, potentially supporting the revenue growth and margin expansion analysts have been expecting for 2026 and beyond. Yet against this optimism, investors should be aware that concentration in a few hyperscale buyers could quickly become a serious problem if... Read the full narrative on Ciena (it's free!)Ciena’s narrative projects $9.8 billion revenue and $1.4 billion earnings by 2029. This requires 24.0% yearly revenue growth and an earnings increase of about $1.2 billion from $229.0 million today.Uncover how Ciena's forecasts yield a $452.12 fair value, a 28% downside to its current price.Exploring Other PerspectivesCIEN 1-Year Stock Price Chart Before this news, the most pessimistic analysts were modeling Ciena to reach about US$6.6 billion in revenue and US$589 million in earnings by 2028, yet they still worried that heavy hyperscaler dependence and potential commoditization could cap upside. These new Biznet and Cirion deployments might eventually challenge that view, but for now they highlight how differently you and those analysts might weigh the same AI networking story.Explore 8 other fair value estimates on Ciena - why the stock might be worth as much as $477.01!Reach Your Own ConclusionDon't just follow the ticker - dig into the data and build a conviction that's truly your own.A great starting point for your Ciena research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.Our free Ciena research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Ciena's overall financial health at a glance.Looking For Alternative Opportunities?Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:Outshine the giants: these 14 early-stage AI stocks could fund your retirement.Find 46 companies with promising cash flow potential yet trading below their fair value.Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 32 best rare earth metal stocks of the very few that mine this essential strategic resource.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","news_type":1,"symbols_score_info":{"CHAT":0.9,"AIPO":0.9,"ARTY":0.9,"AIYY":0.6,"CIEN":1.5,"AI":0.9,"AGIX":0.9}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":571523107022064,"gmtCreate":1780554639145,"gmtModify":1780554642682,"author":{"id":"4240044442768682","authorId":"4240044442768682","name":"Long6star","avatar":"https://community-static.tradeup.com/news/e5d55eb914fb080d89ad7ec57b3d2755","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4240044442768682","idStr":"4240044442768682"},"themes":[],"title":"","htmlText":"Chia sẻ ý kiến của bạn về tin tức này…","listText":"Chia sẻ ý kiến của bạn về tin tức này…","text":"Chia sẻ ý kiến của bạn về tin tức này…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/571523107022064","repostId":"2640907157","repostType":2,"repost":{"id":"2640907157","kind":"highlight","pubTimestamp":1780493430,"share":"https://ttm.financial/m/news/2640907157?lang=en_US&edition=fundamental","pubTime":"2026-06-03 21:30","market":"us","language":"en","title":"What Ciena (CIEN)'s Subsea 400G and NaaS Wins Mean For Shareholders","url":"https://stock-news.laohu8.com/highlight/detail?id=2640907157","media":"Simply Wall St.","summary":"In late May 2026, Biznet in Indonesia and Cirion Technologies in Latin America announced deployments of Ciena’s WaveLogic and automation platforms to power 400G submarine connectivity and a new Network-as-a-Service offering across extensive regional fiber and subsea networks.\nThese implementations highlight how Ciena’s optical hardware and Navigator Network Control Suite are becoming embedded in next-generation, software-driven connectivity models that serve cloud, AI, and data-intensive...","content":"<div>\n<p>In late May 2026, Biznet in Indonesia and Cirion Technologies in Latin America announced deployments of Ciena’s WaveLogic and automation platforms to power 400G submarine connectivity and a new ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nyse-cien/ciena/news/what-ciena-ciens-subsea-400g-and-naas-wins-mean-for-sharehol\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Ciena (CIEN)'s Subsea 400G and NaaS Wins Mean For Shareholders</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; 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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\">\nWhat Ciena (CIEN)'s Subsea 400G and NaaS Wins Mean For Shareholders\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-03 21:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/tech/nyse-cien/ciena/news/what-ciena-ciens-subsea-400g-and-naas-wins-mean-for-sharehol><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In late May 2026, Biznet in Indonesia and Cirion Technologies in Latin America announced deployments of Ciena’s WaveLogic and automation platforms to power 400G submarine connectivity and a new ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nyse-cien/ciena/news/what-ciena-ciens-subsea-400g-and-naas-wins-mean-for-sharehol\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/8111000-choice1-main-header/1585186745276","relate_stocks":{"BK4515":"5G概念","LU0154245673.USD":"BNP PARIBAS US MID CAP \"C\" (USD) INC","BK4588":"碎股","LU0106261612.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" ACC","LU0240878834.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" (USD) INC AV","CIEN":"Ciena科技","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4551":"寇图资本持仓","AGIX":"通用人工智能 ETF-AGIX","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4023":"应用软件","LU0205193047.USD":"SCHRODER ISF US SMALL & MID-CAP EQUITY \"A\" (USD)  ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","BK4543":"AI","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0012050646.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" (USD) INC AV","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4020":"通信设备","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","LU1548497426.USD":"安联环球人工智能AT Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4585":"ETF&股票定投概念","AI":"C3.ai, Inc.","AIPO":"Defiance AI and Power Infrastructure ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0205194284.USD":"SCHRODER ISF US SMALL & MID-CAP EQUITY \"A\" (USD) INC AV","LU0240877869.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" ACC","BK4587":"ChatGPT概念","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","ARTY":"ISHARES FUTURE AI & TECH ETF","BK4528":"SaaS概念","LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC"},"source_url":"https://simplywall.st/stocks/us/tech/nyse-cien/ciena/news/what-ciena-ciens-subsea-400g-and-naas-wins-mean-for-sharehol","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2640907157","content_text":"In late May 2026, Biznet in Indonesia and Cirion Technologies in Latin America announced deployments of Ciena’s WaveLogic and automation platforms to power 400G submarine connectivity and a new Network-as-a-Service offering across extensive regional fiber and subsea networks. These implementations highlight how Ciena’s optical hardware and Navigator Network Control Suite are becoming embedded in next-generation, software-driven connectivity models that serve cloud, AI, and data-intensive traffic across emerging markets. Next, we’ll examine how Cirion’s NaaS adoption of Ciena’s technology could influence the company’s investment narrative built around AI-driven networking. We've uncovered the 11 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.AdvertisementCiena Investment Narrative RecapTo own Ciena, you need to believe that its optical and automation platforms remain central to how cloud and AI networks are built, and that current hyperscaler and carrier spending holds up. The Biznet and Cirion wins reinforce that story but do not materially change the immediate risk that Ciena relies heavily on a concentrated set of large customers whose orders and pricing decisions can swing results and sentiment very quickly. The Cirion NaaS launch looks most relevant here because it showcases Ciena’s technology inside an on demand, cloud like connectivity model that directly targets AI, data center, and enterprise workloads. That is exactly where many see the biggest upside catalyst for Ciena: deeper, software driven roles in hyperscaler and neo scaler networks, potentially supporting the revenue growth and margin expansion analysts have been expecting for 2026 and beyond. Yet against this optimism, investors should be aware that concentration in a few hyperscale buyers could quickly become a serious problem if... Read the full narrative on Ciena (it's free!)Ciena’s narrative projects $9.8 billion revenue and $1.4 billion earnings by 2029. This requires 24.0% yearly revenue growth and an earnings increase of about $1.2 billion from $229.0 million today.Uncover how Ciena's forecasts yield a $452.12 fair value, a 28% downside to its current price.Exploring Other PerspectivesCIEN 1-Year Stock Price Chart Before this news, the most pessimistic analysts were modeling Ciena to reach about US$6.6 billion in revenue and US$589 million in earnings by 2028, yet they still worried that heavy hyperscaler dependence and potential commoditization could cap upside. These new Biznet and Cirion deployments might eventually challenge that view, but for now they highlight how differently you and those analysts might weigh the same AI networking story.Explore 8 other fair value estimates on Ciena - why the stock might be worth as much as $477.01!Reach Your Own ConclusionDon't just follow the ticker - dig into the data and build a conviction that's truly your own.A great starting point for your Ciena research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.Our free Ciena research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Ciena's overall financial health at a glance.Looking For Alternative Opportunities?Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:Outshine the giants: these 14 early-stage AI stocks could fund your retirement.Find 46 companies with promising cash flow potential yet trading below their fair value.Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 32 best rare earth metal stocks of the very few that mine this essential strategic resource.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","news_type":1,"symbols_score_info":{"CHAT":0.9,"AIPO":0.9,"ARTY":0.9,"AIYY":0.6,"CIEN":1.5,"AI":0.9,"AGIX":0.9}},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":565415552954968,"gmtCreate":1779074015489,"gmtModify":1779074440145,"author":{"id":"4240044442768682","authorId":"4240044442768682","name":"Long6star","avatar":"https://community-static.tradeup.com/news/e5d55eb914fb080d89ad7ec57b3d2755","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4240044442768682","idStr":"4240044442768682"},"themes":[],"title":"","htmlText":"Dich sang tiếng việt&nbsp;","listText":"Dich sang tiếng việt&nbsp;","text":"Dich sang tiếng việt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/565415552954968","repostId":"1199925074","repostType":2,"repost":{"id":"1199925074","kind":"news","weMediaInfo":{"introduction":"stay tuned on realtime market movements","home_visible":1,"media_name":"Market Watcher","id":"1027265475","head_image":"https://static.tigerbbs.com/b4070558872429328fe9f26a97b36c72"},"pubTimestamp":1779073809,"share":"https://ttm.financial/m/news/1199925074?lang=en_US&edition=fundamental","pubTime":"2026-05-18 11:10","market":"hk","language":"en","title":"Hong Kong Stocks Extended Losses; Li Auto Plunged 14%; Leapmotor Dropped 11%; Laekna Down 9%; Innoscience, Weride And Horizonrobot Down 6%; Pony Down 5%; NIO Declined 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1199925074","media":"Market Watcher","summary":"Hong Kong stocks opened lower on Monday. The Hang Seng Index down 0.5%, while the Hang Seng Tech Index down 0.9%.GigaDevice up 11%; Xiaomi up 1%; Li Auto down 4%; JD.com down 3%; Kuaishou down 2%; Alibaba, Nio, XPeng, BYD down 1%.","content":"<html><head></head><body><p>Hong Kong stocks extended losses, with the Hang Seng Index down 1.64% and the Tech Index falling 2.32%.</p><p>Among Tech Index constituents, <a href=\"https://laohu8.com/S/02015\">Li Auto-W</a> plunged nearly 14%, <a href=\"https://laohu8.com/S/09863\">Leapmotor</a> dropped 11%, Laekna down 9%; Innoscience, Weride and Horizonrobot down 6%; Pony down 5%; <a href=\"https://laohu8.com/S/09866\">NIO-SW</a> declined 3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/019a2e7950ff127657f8470d0a52031e\" tg-width=\"369\" tg-height=\"483\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong Stocks Extended Losses; Li Auto Plunged 14%; Leapmotor Dropped 11%; Laekna Down 9%; Innoscience, Weride And Horizonrobot Down 6%; Pony Down 5%; NIO Declined 3%</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\">\nHong Kong Stocks Extended Losses; Li Auto Plunged 14%; Leapmotor Dropped 11%; Laekna Down 9%; Innoscience, Weride And Horizonrobot Down 6%; Pony Down 5%; NIO Declined 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1027265475\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b4070558872429328fe9f26a97b36c72);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Market Watcher </p>\n<p class=\"h-time\">2026-05-18 11:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hong Kong stocks extended losses, with the Hang Seng Index down 1.64% and the Tech Index falling 2.32%.</p><p>Among Tech Index constituents, <a href=\"https://laohu8.com/S/02015\">Li Auto-W</a> plunged nearly 14%, <a href=\"https://laohu8.com/S/09863\">Leapmotor</a> dropped 11%, Laekna down 9%; Innoscience, Weride and Horizonrobot down 6%; Pony down 5%; <a href=\"https://laohu8.com/S/09866\">NIO-SW</a> declined 3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/019a2e7950ff127657f8470d0a52031e\" tg-width=\"369\" tg-height=\"483\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSTECH":"恒生科技指数","HSI":"恒生指数","HSCEI":"国企指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199925074","content_text":"Hong Kong stocks extended losses, with the Hang Seng Index down 1.64% and the Tech Index falling 2.32%.Among Tech Index constituents, Li Auto-W plunged nearly 14%, Leapmotor dropped 11%, Laekna down 9%; Innoscience, Weride and Horizonrobot down 6%; Pony down 5%; NIO-SW declined 3%.","news_type":1,"symbols_score_info":{"HSTECH":1,"HSCEI":1,"HSI":1}},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":564755750519176,"gmtCreate":1778913025620,"gmtModify":1778914534536,"author":{"id":"4240044442768682","authorId":"4240044442768682","name":"Long6star","avatar":"https://community-static.tradeup.com/news/e5d55eb914fb080d89ad7ec57b3d2755","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4240044442768682","idStr":"4240044442768682"},"themes":[],"title":"","htmlText":"Ko hiểu bạn ơi&nbsp;","listText":"Ko hiểu bạn ơi&nbsp;","text":"Ko hiểu bạn ơi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/564755750519176","repostId":"2635905131","repostType":2,"repost":{"id":"2635905131","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":1778912917,"share":"https://ttm.financial/m/news/2635905131?lang=en_US&edition=fundamental","pubTime":"2026-05-16 14:28","market":"other","language":"en","title":"Why Nvidia Stock Could Still Rise Another 50%","url":"https://stock-news.laohu8.com/highlight/detail?id=2635905131","media":"Dow Jones","summary":"The AI chip titan is projected to earn a record $190 billion in 2026, even though its stock trails its semiconductor rivals. By Al Root. Yes, a $5 trillion company trading at an all-time high can be cheap. It's an opportunity for investors to earn 50% while the company's market capitalization marches toward $8 trillion.This, of course, is about Nvidia, the artificial-intelligence chip giant that has transformed the stock market and may be on its way to transforming the entire U.S. economy.As CEO Jensen Huang accompanies President Donald Trump on his state visit to China and Nvidia prepares to report earnings after the close on May 20, the company is on the cusp of earning more than $190 billion in calendar year 2026. That would be the best year for any corporation ever, according to Dow Jones Market Data. Saudi Aramco, which earned about $160 billion in 2022, holds the current record.Against that setup, how could Nvidia be cheap?","content":"<html><head></head><body><p>The AI chip titan is projected to earn a record $190 billion in 2026, even though its stock trails its semiconductor rivals. By Al Root</p><p>Yes, a $5 trillion company trading at an all-time high can be cheap. It&#39;s an opportunity for investors to earn 50% while the company&#39;s market capitalization marches toward $8 trillion.</p><p>This, of course, is about <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, the artificial-intelligence chip giant that has transformed the stock market and may be on its way to transforming the entire U.S. economy.</p><p>As CEO Jensen Huang accompanies President Donald Trump on his state visit to China and Nvidia prepares to report earnings after the close on May 20, the company is on the cusp of earning more than $190 billion in calendar year 2026. That would be the best year for any corporation ever, according to Dow Jones Market Data. Saudi Aramco, which earned about $160 billion in 2022, holds the current record.</p><p>Against that setup, how could Nvidia be cheap? For that matter, how could things get even better for the maker of graphics processing units?</p><p>For starters, the stock trades for about 24 times earnings expected over the coming 12 months, a 25% discount to its historical value and 5% below the PHLX Semiconductor Index, which includes Advanced Micro Devices, Micron Technology, <a href=\"https://laohu8.com/S/TSMWF\">Taiwan Semiconductor Manufacturing</a>, Intel, and others. Nvidia, as a fast-growing leader, typically trades at a 40% premium to the index.</p><p>Since the start of 2025, Nvidia has trailed the index by more than 70 percentage points. Seventy. The market has suddenly forgotten about Nvidia while going gaga over central processing units, or CPUs; memory; and application-specific chips such as Alphabet&#39;s TPUs.</p><p>But if demand for semiconductors has exploded -- as the earnings and stock performance of countless semiconductor companies imply -- is Nvidia stock really going to be left in the dust? No, and the thesis for buying Nvidia here is quite simple. Investors really just need to believe one thing: This isn&#39;t yet as good as it gets for AI computing.</p><p>There are several reasons to believe just that.</p><p>For starters, look at the earnings reports of countless companies in the semiconductor value chain. &#34;We&#39;re still in the early days of the AI infrastructure growth,&#34; Jon Kemp, CEO of semiconductor materials supplier Qnity Electronics, tells Barron&#39;s, adding that the growth is moving from the data center to edge computing and physical AI applications. &#34;Wherever people are located...the proliferation of [AI] beyond data centers into every other part of the industrial economy is one of the things that gives us confidence in the durability of the growth cycle.&#34;</p><p>Strange as it may sound, AI applications still haven&#39;t achieved widespread use. Just 20% of smartphone users have used an AI agent application on their phones, according to ARK Investment Management&#39;s chief futurist Brett Winton. That number will be approaching 100% in three years. That makes 2026 more like 1996 rather than 1999, if investors are thinking about dot-com era comparisons.</p><p>AI is still an accelerating arms race. The four hyperscalers -- <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com, Alphabet, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, and Microsoft -- are now expected to spend almost $700 billion building out their AI businesses in 2026. At the start of the year, that number was closer to $500 billion. Looking into 2027, Melius analyst Ben Reitzes expects capital expenditures, including those from the likes of Oracle, to top $1 trillion.</p><p>The spending spree is on. How tech giants can afford this is a valid question. The answer: easily, by deploying substantial portions of their operating cash flow into data centers, but not at the expense of positive free cash flow this year. The &#34;big four&#34; are expected to generate earnings before interest, taxes, depreciation, and amortization, or Ebitda, of roughly $800 billion. Their balance sheets are also pristine, with essentially no net debt among them.</p><p>If they really wanted to get aggressive, they could add $1 trillion to $2 trillion in debt. (To be sure, there has been complex off-balance-sheet financing of some data centers, such as Meta&#39;s in Louisiana, but more can be done.)</p><p>As for where Nvidia shares can go, investors can just look at Wall Street&#39;s estimates. The average analyst price target is $270, up 20% from recent levels. That works out to 24 times estimated fiscal-year 2028 earnings, which are expected to expand 35% compared with fiscal-year 2027. (Nvidia&#39;s year ends in January, so fiscal 2028 is essentially calendar year 2027.)</p><p>That target is conservative. If Nvidia were just to trade in line with the 26 average multiple of other semiconductor stocks, it would be a $290 stock. Its historic premium to the semiconductor sector justifies a $390 stock price. That target isn&#39;t conservative, but Nvidia shares can easily hit $300 over the coming 12 months, up 33% from recent levels.</p><p>To be sure, there are risks. For one, bubble fears persist. Searches for &#34;AI bubble&#34; on Google are up about 400% year over year, having peaked in November. Nvidia&#39;s earnings outlook doesn&#39;t leave much room for error either. It will have to beat analyst sales growth estimates of almost 80% to satisfy investors. A miss isn&#39;t even on the table as Nvidia has beaten sales estimates by an average of about 3% over the last three quarters.</p><p>Still, investors&#39; initial reaction to those earnings reports was to sell the stock (though it eventually recovered). There also remains a persistent fear that Nvidia&#39;s GPUs could lose share to a host of other chips, including application-specific chips from the hyperscalers and CPUs from Intel that are well-suited for agentic computing.</p><p>For now, these prospects are distant. Chip demand is only strengthening. AI infrastructure provider Vertiv Holdings reported a 252% increase in fourth-quarter 2025 orders. The company stopped providing detailed order numbers because backlogs were extending further into the future (and perhaps because investors tend to over-focus on one metric). Automation technology provider Zebra Technologies expects memory chips to be in short supply through 2027. And power-generation equipment maker <a href=\"https://laohu8.com/S/GEV\">GE Vernova</a> is booking business into the next decade.</p><p>What&#39;s more, <a href=\"https://laohu8.com/S/ARM\">Arm</a> Holdings and Intel recently said they were unable to meet all demand due to supply-chain constraints. Shortage fears have <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> and SpaceX CEO Elon Musk building a semiconductor fab to ensure enough chips for all the AI applications he is dreaming up.</p><p>The total addressable market for AI computing &#34;is bigger than anyone thinks,&#34; says Reitzes. AI agents, which are becoming ubiquitous, will add to demand, for example. These agents, created from Gemini or another AI model, function by constantly inferencing -- or accessing -- AI computing.</p><p>Nvidia chips remain the heart of AI systems. GPUs are particularly well-suited for AI computing because they can handle myriad tasks simultaneously, rather than completing them sequentially like a traditional CPU. The accelerator chips from the likes of SpaceX or Alphabet are designed to perform specific tasks with high efficiency, in addition to the computing that Nvidia chips can handle.</p><p>The entire AI computing pyramid will grow, and the base of that pyramid will remain Nvidia.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Nvidia Stock Could Still Rise Another 50%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Nvidia Stock Could Still Rise Another 50%\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\">2026-05-16 14:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The AI chip titan is projected to earn a record $190 billion in 2026, even though its stock trails its semiconductor rivals. By Al Root</p><p>Yes, a $5 trillion company trading at an all-time high can be cheap. It&#39;s an opportunity for investors to earn 50% while the company&#39;s market capitalization marches toward $8 trillion.</p><p>This, of course, is about <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, the artificial-intelligence chip giant that has transformed the stock market and may be on its way to transforming the entire U.S. economy.</p><p>As CEO Jensen Huang accompanies President Donald Trump on his state visit to China and Nvidia prepares to report earnings after the close on May 20, the company is on the cusp of earning more than $190 billion in calendar year 2026. That would be the best year for any corporation ever, according to Dow Jones Market Data. Saudi Aramco, which earned about $160 billion in 2022, holds the current record.</p><p>Against that setup, how could Nvidia be cheap? For that matter, how could things get even better for the maker of graphics processing units?</p><p>For starters, the stock trades for about 24 times earnings expected over the coming 12 months, a 25% discount to its historical value and 5% below the PHLX Semiconductor Index, which includes Advanced Micro Devices, Micron Technology, <a href=\"https://laohu8.com/S/TSMWF\">Taiwan Semiconductor Manufacturing</a>, Intel, and others. Nvidia, as a fast-growing leader, typically trades at a 40% premium to the index.</p><p>Since the start of 2025, Nvidia has trailed the index by more than 70 percentage points. Seventy. The market has suddenly forgotten about Nvidia while going gaga over central processing units, or CPUs; memory; and application-specific chips such as Alphabet&#39;s TPUs.</p><p>But if demand for semiconductors has exploded -- as the earnings and stock performance of countless semiconductor companies imply -- is Nvidia stock really going to be left in the dust? No, and the thesis for buying Nvidia here is quite simple. Investors really just need to believe one thing: This isn&#39;t yet as good as it gets for AI computing.</p><p>There are several reasons to believe just that.</p><p>For starters, look at the earnings reports of countless companies in the semiconductor value chain. &#34;We&#39;re still in the early days of the AI infrastructure growth,&#34; Jon Kemp, CEO of semiconductor materials supplier Qnity Electronics, tells Barron&#39;s, adding that the growth is moving from the data center to edge computing and physical AI applications. &#34;Wherever people are located...the proliferation of [AI] beyond data centers into every other part of the industrial economy is one of the things that gives us confidence in the durability of the growth cycle.&#34;</p><p>Strange as it may sound, AI applications still haven&#39;t achieved widespread use. Just 20% of smartphone users have used an AI agent application on their phones, according to ARK Investment Management&#39;s chief futurist Brett Winton. That number will be approaching 100% in three years. That makes 2026 more like 1996 rather than 1999, if investors are thinking about dot-com era comparisons.</p><p>AI is still an accelerating arms race. The four hyperscalers -- <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com, Alphabet, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, and Microsoft -- are now expected to spend almost $700 billion building out their AI businesses in 2026. At the start of the year, that number was closer to $500 billion. Looking into 2027, Melius analyst Ben Reitzes expects capital expenditures, including those from the likes of Oracle, to top $1 trillion.</p><p>The spending spree is on. How tech giants can afford this is a valid question. The answer: easily, by deploying substantial portions of their operating cash flow into data centers, but not at the expense of positive free cash flow this year. The &#34;big four&#34; are expected to generate earnings before interest, taxes, depreciation, and amortization, or Ebitda, of roughly $800 billion. Their balance sheets are also pristine, with essentially no net debt among them.</p><p>If they really wanted to get aggressive, they could add $1 trillion to $2 trillion in debt. (To be sure, there has been complex off-balance-sheet financing of some data centers, such as Meta&#39;s in Louisiana, but more can be done.)</p><p>As for where Nvidia shares can go, investors can just look at Wall Street&#39;s estimates. The average analyst price target is $270, up 20% from recent levels. That works out to 24 times estimated fiscal-year 2028 earnings, which are expected to expand 35% compared with fiscal-year 2027. (Nvidia&#39;s year ends in January, so fiscal 2028 is essentially calendar year 2027.)</p><p>That target is conservative. If Nvidia were just to trade in line with the 26 average multiple of other semiconductor stocks, it would be a $290 stock. Its historic premium to the semiconductor sector justifies a $390 stock price. That target isn&#39;t conservative, but Nvidia shares can easily hit $300 over the coming 12 months, up 33% from recent levels.</p><p>To be sure, there are risks. For one, bubble fears persist. Searches for &#34;AI bubble&#34; on Google are up about 400% year over year, having peaked in November. Nvidia&#39;s earnings outlook doesn&#39;t leave much room for error either. It will have to beat analyst sales growth estimates of almost 80% to satisfy investors. A miss isn&#39;t even on the table as Nvidia has beaten sales estimates by an average of about 3% over the last three quarters.</p><p>Still, investors&#39; initial reaction to those earnings reports was to sell the stock (though it eventually recovered). There also remains a persistent fear that Nvidia&#39;s GPUs could lose share to a host of other chips, including application-specific chips from the hyperscalers and CPUs from Intel that are well-suited for agentic computing.</p><p>For now, these prospects are distant. Chip demand is only strengthening. AI infrastructure provider Vertiv Holdings reported a 252% increase in fourth-quarter 2025 orders. The company stopped providing detailed order numbers because backlogs were extending further into the future (and perhaps because investors tend to over-focus on one metric). Automation technology provider Zebra Technologies expects memory chips to be in short supply through 2027. And power-generation equipment maker <a href=\"https://laohu8.com/S/GEV\">GE Vernova</a> is booking business into the next decade.</p><p>What&#39;s more, <a href=\"https://laohu8.com/S/ARM\">Arm</a> Holdings and Intel recently said they were unable to meet all demand due to supply-chain constraints. Shortage fears have <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> and SpaceX CEO Elon Musk building a semiconductor fab to ensure enough chips for all the AI applications he is dreaming up.</p><p>The total addressable market for AI computing &#34;is bigger than anyone thinks,&#34; says Reitzes. AI agents, which are becoming ubiquitous, will add to demand, for example. These agents, created from Gemini or another AI model, function by constantly inferencing -- or accessing -- AI computing.</p><p>Nvidia chips remain the heart of AI systems. GPUs are particularly well-suited for AI computing because they can handle myriad tasks simultaneously, rather than completing them sequentially like a traditional CPU. The accelerator chips from the likes of SpaceX or Alphabet are designed to perform specific tasks with high efficiency, in addition to the computing that Nvidia chips can handle.</p><p>The entire AI computing pyramid will grow, and the base of that pyramid will remain Nvidia.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","03145":"华夏亚洲高息股","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) 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By Al RootYes, a $5 trillion company trading at an all-time high can be cheap. It's an opportunity for investors to earn 50% while the company's market capitalization marches toward $8 trillion.This, of course, is about Nvidia, the artificial-intelligence chip giant that has transformed the stock market and may be on its way to transforming the entire U.S. economy.As CEO Jensen Huang accompanies President Donald Trump on his state visit to China and Nvidia prepares to report earnings after the close on May 20, the company is on the cusp of earning more than $190 billion in calendar year 2026. That would be the best year for any corporation ever, according to Dow Jones Market Data. Saudi Aramco, which earned about $160 billion in 2022, holds the current record.Against that setup, how could Nvidia be cheap? For that matter, how could things get even better for the maker of graphics processing units?For starters, the stock trades for about 24 times earnings expected over the coming 12 months, a 25% discount to its historical value and 5% below the PHLX Semiconductor Index, which includes Advanced Micro Devices, Micron Technology, Taiwan Semiconductor Manufacturing, Intel, and others. Nvidia, as a fast-growing leader, typically trades at a 40% premium to the index.Since the start of 2025, Nvidia has trailed the index by more than 70 percentage points. Seventy. The market has suddenly forgotten about Nvidia while going gaga over central processing units, or CPUs; memory; and application-specific chips such as Alphabet's TPUs.But if demand for semiconductors has exploded -- as the earnings and stock performance of countless semiconductor companies imply -- is Nvidia stock really going to be left in the dust? No, and the thesis for buying Nvidia here is quite simple. Investors really just need to believe one thing: This isn't yet as good as it gets for AI computing.There are several reasons to believe just that.For starters, look at the earnings reports of countless companies in the semiconductor value chain. \"We're still in the early days of the AI infrastructure growth,\" Jon Kemp, CEO of semiconductor materials supplier Qnity Electronics, tells Barron's, adding that the growth is moving from the data center to edge computing and physical AI applications. \"Wherever people are located...the proliferation of [AI] beyond data centers into every other part of the industrial economy is one of the things that gives us confidence in the durability of the growth cycle.\"Strange as it may sound, AI applications still haven't achieved widespread use. Just 20% of smartphone users have used an AI agent application on their phones, according to ARK Investment Management's chief futurist Brett Winton. That number will be approaching 100% in three years. That makes 2026 more like 1996 rather than 1999, if investors are thinking about dot-com era comparisons.AI is still an accelerating arms race. The four hyperscalers -- Amazon.com, Alphabet, Meta Platforms, and Microsoft -- are now expected to spend almost $700 billion building out their AI businesses in 2026. At the start of the year, that number was closer to $500 billion. Looking into 2027, Melius analyst Ben Reitzes expects capital expenditures, including those from the likes of Oracle, to top $1 trillion.The spending spree is on. How tech giants can afford this is a valid question. The answer: easily, by deploying substantial portions of their operating cash flow into data centers, but not at the expense of positive free cash flow this year. The \"big four\" are expected to generate earnings before interest, taxes, depreciation, and amortization, or Ebitda, of roughly $800 billion. Their balance sheets are also pristine, with essentially no net debt among them.If they really wanted to get aggressive, they could add $1 trillion to $2 trillion in debt. (To be sure, there has been complex off-balance-sheet financing of some data centers, such as Meta's in Louisiana, but more can be done.)As for where Nvidia shares can go, investors can just look at Wall Street's estimates. The average analyst price target is $270, up 20% from recent levels. That works out to 24 times estimated fiscal-year 2028 earnings, which are expected to expand 35% compared with fiscal-year 2027. (Nvidia's year ends in January, so fiscal 2028 is essentially calendar year 2027.)That target is conservative. If Nvidia were just to trade in line with the 26 average multiple of other semiconductor stocks, it would be a $290 stock. Its historic premium to the semiconductor sector justifies a $390 stock price. That target isn't conservative, but Nvidia shares can easily hit $300 over the coming 12 months, up 33% from recent levels.To be sure, there are risks. For one, bubble fears persist. Searches for \"AI bubble\" on Google are up about 400% year over year, having peaked in November. Nvidia's earnings outlook doesn't leave much room for error either. It will have to beat analyst sales growth estimates of almost 80% to satisfy investors. A miss isn't even on the table as Nvidia has beaten sales estimates by an average of about 3% over the last three quarters.Still, investors' initial reaction to those earnings reports was to sell the stock (though it eventually recovered). There also remains a persistent fear that Nvidia's GPUs could lose share to a host of other chips, including application-specific chips from the hyperscalers and CPUs from Intel that are well-suited for agentic computing.For now, these prospects are distant. Chip demand is only strengthening. AI infrastructure provider Vertiv Holdings reported a 252% increase in fourth-quarter 2025 orders. The company stopped providing detailed order numbers because backlogs were extending further into the future (and perhaps because investors tend to over-focus on one metric). Automation technology provider Zebra Technologies expects memory chips to be in short supply through 2027. And power-generation equipment maker GE Vernova is booking business into the next decade.What's more, Arm Holdings and Intel recently said they were unable to meet all demand due to supply-chain constraints. Shortage fears have Tesla and SpaceX CEO Elon Musk building a semiconductor fab to ensure enough chips for all the AI applications he is dreaming up.The total addressable market for AI computing \"is bigger than anyone thinks,\" says Reitzes. AI agents, which are becoming ubiquitous, will add to demand, for example. These agents, created from Gemini or another AI model, function by constantly inferencing -- or accessing -- AI computing.Nvidia chips remain the heart of AI systems. GPUs are particularly well-suited for AI computing because they can handle myriad tasks simultaneously, rather than completing them sequentially like a traditional CPU. The accelerator chips from the likes of SpaceX or Alphabet are designed to perform specific tasks with high efficiency, in addition to the computing that Nvidia chips can handle.The entire AI computing pyramid will grow, and the base of that pyramid will remain Nvidia.","news_type":1,"symbols_score_info":{"SOXL":0.82,"TSMX":0.6,"AMUU":0.6,"SOXX":0.82,"MUU":0.6,"NVYY":0.6,"CHPY":0.82,"NVDO":0.6,"XSD":0.82,"NVDL":0.6,"AMDL":0.6,"TSMZ":0.6,"MULL":0.6,"DAMD":0.6,"SOXS":0.82,"SMHX":0.82,"NVDU":0.6,"CHPS":0.82,"NVDS":0.6,"DIPS":0.6,"TSMU":0.6,"USD":0.82,"03145":0.6,"AIYY":0.6,"NVDY":0.6,"NVDW":0.6,"AMDW":0.6,"NVDB":0.6,"SOXY":0.82,"NVII":0.6,"AMDG":0.6,"TSMG":0.6,"FTXL":0.82,"TSMY":0.6,"STSM":0.6,"07388":0.6,"AMDS":0.6,"AMDD":0.6,"PSI":0.82,"NVD":0.6,"AMYY":0.6,"SOXQ":0.82,"NVDA":2,"NVDD":0.6,"NVDG":0.6,"SSG":0.82,"NVDX":0.6,"TEKX":0.82,"ANV":0.6,"AMDY":0.6,"MUD":0.6,"07788":0.6,"NVDQ":0.6,"SMH":0.82,"AMDU":0.6}},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":564714345951256,"gmtCreate":1778906573743,"gmtModify":1778909934460,"author":{"id":"4240044442768682","authorId":"4240044442768682","name":"Long6star","avatar":"https://community-static.tradeup.com/news/e5d55eb914fb080d89ad7ec57b3d2755","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4240044442768682","idStr":"4240044442768682"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a>&nbsp; Chu đè thị khổng nghi ra. Chu no thì có sẵn&nbsp;","listText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a>&nbsp; Chu đè thị khổng nghi ra. Chu no thì có sẵn&nbsp;","text":"$NASDAQ(.IXIC)$ Chu đè thị khổng nghi ra. Chu no thì có sẵn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/564714345951256","isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":571592094294408,"gmtCreate":1780571470135,"gmtModify":1780571472943,"author":{"id":"4240044442768682","authorId":"4240044442768682","name":"Long6star","avatar":"https://community-static.tradeup.com/news/e5d55eb914fb080d89ad7ec57b3d2755","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4240044442768682","idStr":"4240044442768682"},"themes":[],"title":"","htmlText":"Chia sẻ ý kiến của bạn về tin tức này…","listText":"Chia sẻ ý kiến của bạn về tin tức này…","text":"Chia sẻ ý kiến của bạn về tin tức này…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/571592094294408","repostId":"2640154886","repostType":2,"repost":{"id":"2640154886","kind":"live","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1780571057,"share":"https://ttm.financial/m/news/2640154886?lang=en_US&edition=fundamental","pubTime":"2026-06-04 19:04","market":"us","language":"en","title":"SpaceX Launched the Roadshow for the Initial Public Offering of 555,555,555 Shares of Its Class a Common Stock to the Public","url":"https://stock-news.laohu8.com/highlight/detail?id=2640154886","media":"Reuters","summary":"SpaceX - Launched the Roadshow for the Initial Public Offering of 555,555,555 Shares of Its Class a ","content":"<html><head></head><body><p style=\"text-align: left;\">SpaceX - Launched the Roadshow for the Initial Public Offering of 555,555,555 Shares of Its Class a Common Stock to the Public</p><p style=\"text-align: left;\">SpaceX: : Retail Investors Will Be Able to Participate at the Same Prices as the Big Institutions. Expected Spcx Price of $135 per Share</p><p style=\"text-align: left;\">SpaceX: Intends to Grant the Underwriters a 30-Day Option to Purchase up to an Additional 83,333,333 Shares of Its Class a Common Stock.</p><p style=\"text-align: left;\">SpaceX - Has Applied to List Its Class a Common Stock on the Nasdaq Global Select Market and Nasdaq Texas Under the Ticker Symbol “SPCX.”</p><p style=\"text-align: left;\">SpaceX: Goldman Sachs, Morgan Stanley, Bofa Securities, Citigroup, J.p. Morgan, Barclays and Others Will Act as Book-Running Managers for the Offering</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 Launched the Roadshow for the Initial Public Offering of 555,555,555 Shares of Its Class a Common Stock to the Public</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\">\nSpaceX Launched the Roadshow for the Initial Public Offering of 555,555,555 Shares of Its Class a Common Stock to the Public\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-06-04 19:04</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;\">SpaceX - Launched the Roadshow for the Initial Public Offering of 555,555,555 Shares of Its Class a Common Stock to the Public</p><p style=\"text-align: left;\">SpaceX: : Retail Investors Will Be Able to Participate at the Same Prices as the Big Institutions. Expected Spcx Price of $135 per Share</p><p style=\"text-align: left;\">SpaceX: Intends to Grant the Underwriters a 30-Day Option to Purchase up to an Additional 83,333,333 Shares of Its Class a Common Stock.</p><p style=\"text-align: left;\">SpaceX - Has Applied to List Its Class a Common Stock on the Nasdaq Global Select Market and Nasdaq Texas Under the Ticker Symbol “SPCX.”</p><p style=\"text-align: left;\">SpaceX: Goldman Sachs, Morgan Stanley, Bofa Securities, Citigroup, J.p. Morgan, Barclays and Others Will Act as Book-Running Managers for the Offering</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260604:nFWN42B12E:3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2640154886","content_text":"SpaceX - Launched the Roadshow for the Initial Public Offering of 555,555,555 Shares of Its Class a Common Stock to the PublicSpaceX: : Retail Investors Will Be Able to Participate at the Same Prices as the Big Institutions. Expected Spcx Price of $135 per ShareSpaceX: Intends to Grant the Underwriters a 30-Day Option to Purchase up to an Additional 83,333,333 Shares of Its Class a Common Stock.SpaceX - Has Applied to List Its Class a Common Stock on the Nasdaq Global Select Market and Nasdaq Texas Under the Ticker Symbol “SPCX.”SpaceX: Goldman Sachs, Morgan Stanley, Bofa Securities, Citigroup, J.p. Morgan, Barclays and Others Will Act as Book-Running Managers for the Offering","news_type":1,"symbols_score_info":{"SPCX":0.9}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":571532127696544,"gmtCreate":1780556900888,"gmtModify":1780556903786,"author":{"id":"4240044442768682","authorId":"4240044442768682","name":"Long6star","avatar":"https://community-static.tradeup.com/news/e5d55eb914fb080d89ad7ec57b3d2755","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4240044442768682","idStr":"4240044442768682"},"themes":[],"title":"","htmlText":"Rút tiền&nbsp;","listText":"Rút tiền&nbsp;","text":"Rút tiền","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/571532127696544","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":"hk","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":{},"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":{"MSFO":0.6,"MSFW":0.6,"MSFL":0.6,"MSFT":1.9,"MSFX":0.6,"MSFU":0.6,"MSFD":0.6,"MSFY":0.6}},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":571523917435288,"gmtCreate":1780554711643,"gmtModify":1780554714387,"author":{"id":"4240044442768682","authorId":"4240044442768682","name":"Long6star","avatar":"https://community-static.tradeup.com/news/e5d55eb914fb080d89ad7ec57b3d2755","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4240044442768682","idStr":"4240044442768682"},"themes":[],"title":"","htmlText":"Chưa xác định&nbsp;","listText":"Chưa xác định&nbsp;","text":"Chưa xác định","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/571523917435288","repostId":"2640907157","repostType":2,"repost":{"id":"2640907157","kind":"highlight","pubTimestamp":1780493430,"share":"https://ttm.financial/m/news/2640907157?lang=en_US&edition=fundamental","pubTime":"2026-06-03 21:30","market":"us","language":"en","title":"What Ciena (CIEN)'s Subsea 400G and NaaS Wins Mean For Shareholders","url":"https://stock-news.laohu8.com/highlight/detail?id=2640907157","media":"Simply Wall St.","summary":"In late May 2026, Biznet in Indonesia and Cirion Technologies in Latin America announced deployments of Ciena’s WaveLogic and automation platforms to power 400G submarine connectivity and a new Network-as-a-Service offering across extensive regional fiber and subsea networks.\nThese implementations highlight how Ciena’s optical hardware and Navigator Network Control Suite are becoming embedded in next-generation, software-driven connectivity models that serve cloud, AI, and data-intensive...","content":"<div>\n<p>In late May 2026, Biznet in Indonesia and Cirion Technologies in Latin America announced deployments of Ciena’s WaveLogic and automation platforms to power 400G submarine connectivity and a new ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nyse-cien/ciena/news/what-ciena-ciens-subsea-400g-and-naas-wins-mean-for-sharehol\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Ciena (CIEN)'s Subsea 400G and NaaS Wins Mean For Shareholders</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; 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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\">\nWhat Ciena (CIEN)'s Subsea 400G and NaaS Wins Mean For Shareholders\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-03 21:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/tech/nyse-cien/ciena/news/what-ciena-ciens-subsea-400g-and-naas-wins-mean-for-sharehol><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In late May 2026, Biznet in Indonesia and Cirion Technologies in Latin America announced deployments of Ciena’s WaveLogic and automation platforms to power 400G submarine connectivity and a new ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nyse-cien/ciena/news/what-ciena-ciens-subsea-400g-and-naas-wins-mean-for-sharehol\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/8111000-choice1-main-header/1585186745276","relate_stocks":{"BK4515":"5G概念","LU0154245673.USD":"BNP PARIBAS US MID CAP \"C\" (USD) INC","BK4588":"碎股","LU0106261612.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" ACC","LU0240878834.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" (USD) INC AV","CIEN":"Ciena科技","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4551":"寇图资本持仓","AGIX":"通用人工智能 ETF-AGIX","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4023":"应用软件","LU0205193047.USD":"SCHRODER ISF US SMALL & MID-CAP EQUITY \"A\" (USD)  ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","BK4543":"AI","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0012050646.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" (USD) INC AV","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4020":"通信设备","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","LU1548497426.USD":"安联环球人工智能AT Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4585":"ETF&股票定投概念","AI":"C3.ai, Inc.","AIPO":"Defiance AI and Power Infrastructure ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0205194284.USD":"SCHRODER ISF US SMALL & MID-CAP EQUITY \"A\" (USD) INC AV","LU0240877869.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" ACC","BK4587":"ChatGPT概念","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","ARTY":"ISHARES FUTURE AI & TECH ETF","BK4528":"SaaS概念","LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC"},"source_url":"https://simplywall.st/stocks/us/tech/nyse-cien/ciena/news/what-ciena-ciens-subsea-400g-and-naas-wins-mean-for-sharehol","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2640907157","content_text":"In late May 2026, Biznet in Indonesia and Cirion Technologies in Latin America announced deployments of Ciena’s WaveLogic and automation platforms to power 400G submarine connectivity and a new Network-as-a-Service offering across extensive regional fiber and subsea networks. These implementations highlight how Ciena’s optical hardware and Navigator Network Control Suite are becoming embedded in next-generation, software-driven connectivity models that serve cloud, AI, and data-intensive traffic across emerging markets. Next, we’ll examine how Cirion’s NaaS adoption of Ciena’s technology could influence the company’s investment narrative built around AI-driven networking. We've uncovered the 11 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.AdvertisementCiena Investment Narrative RecapTo own Ciena, you need to believe that its optical and automation platforms remain central to how cloud and AI networks are built, and that current hyperscaler and carrier spending holds up. The Biznet and Cirion wins reinforce that story but do not materially change the immediate risk that Ciena relies heavily on a concentrated set of large customers whose orders and pricing decisions can swing results and sentiment very quickly. The Cirion NaaS launch looks most relevant here because it showcases Ciena’s technology inside an on demand, cloud like connectivity model that directly targets AI, data center, and enterprise workloads. That is exactly where many see the biggest upside catalyst for Ciena: deeper, software driven roles in hyperscaler and neo scaler networks, potentially supporting the revenue growth and margin expansion analysts have been expecting for 2026 and beyond. Yet against this optimism, investors should be aware that concentration in a few hyperscale buyers could quickly become a serious problem if... Read the full narrative on Ciena (it's free!)Ciena’s narrative projects $9.8 billion revenue and $1.4 billion earnings by 2029. This requires 24.0% yearly revenue growth and an earnings increase of about $1.2 billion from $229.0 million today.Uncover how Ciena's forecasts yield a $452.12 fair value, a 28% downside to its current price.Exploring Other PerspectivesCIEN 1-Year Stock Price Chart Before this news, the most pessimistic analysts were modeling Ciena to reach about US$6.6 billion in revenue and US$589 million in earnings by 2028, yet they still worried that heavy hyperscaler dependence and potential commoditization could cap upside. These new Biznet and Cirion deployments might eventually challenge that view, but for now they highlight how differently you and those analysts might weigh the same AI networking story.Explore 8 other fair value estimates on Ciena - why the stock might be worth as much as $477.01!Reach Your Own ConclusionDon't just follow the ticker - dig into the data and build a conviction that's truly your own.A great starting point for your Ciena research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.Our free Ciena research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Ciena's overall financial health at a glance.Looking For Alternative Opportunities?Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:Outshine the giants: these 14 early-stage AI stocks could fund your retirement.Find 46 companies with promising cash flow potential yet trading below their fair value.Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 32 best rare earth metal stocks of the very few that mine this essential strategic resource.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","news_type":1,"symbols_score_info":{"CHAT":0.9,"AIPO":0.9,"ARTY":0.9,"AIYY":0.6,"CIEN":1.5,"AI":0.9,"AGIX":0.9}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":571523107022064,"gmtCreate":1780554639145,"gmtModify":1780554642682,"author":{"id":"4240044442768682","authorId":"4240044442768682","name":"Long6star","avatar":"https://community-static.tradeup.com/news/e5d55eb914fb080d89ad7ec57b3d2755","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4240044442768682","idStr":"4240044442768682"},"themes":[],"title":"","htmlText":"Chia sẻ ý kiến của bạn về tin tức này…","listText":"Chia sẻ ý kiến của bạn về tin tức này…","text":"Chia sẻ ý kiến của bạn về tin tức này…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/571523107022064","repostId":"2640907157","repostType":2,"repost":{"id":"2640907157","kind":"highlight","pubTimestamp":1780493430,"share":"https://ttm.financial/m/news/2640907157?lang=en_US&edition=fundamental","pubTime":"2026-06-03 21:30","market":"us","language":"en","title":"What Ciena (CIEN)'s Subsea 400G and NaaS Wins Mean For Shareholders","url":"https://stock-news.laohu8.com/highlight/detail?id=2640907157","media":"Simply Wall St.","summary":"In late May 2026, Biznet in Indonesia and Cirion Technologies in Latin America announced deployments of Ciena’s WaveLogic and automation platforms to power 400G submarine connectivity and a new Network-as-a-Service offering across extensive regional fiber and subsea networks.\nThese implementations highlight how Ciena’s optical hardware and Navigator Network Control Suite are becoming embedded in next-generation, software-driven connectivity models that serve cloud, AI, and data-intensive...","content":"<div>\n<p>In late May 2026, Biznet in Indonesia and Cirion Technologies in Latin America announced deployments of Ciena’s WaveLogic and automation platforms to power 400G submarine connectivity and a new ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nyse-cien/ciena/news/what-ciena-ciens-subsea-400g-and-naas-wins-mean-for-sharehol\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Ciena (CIEN)'s Subsea 400G and NaaS Wins Mean For Shareholders</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; 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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\">\nWhat Ciena (CIEN)'s Subsea 400G and NaaS Wins Mean For Shareholders\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-03 21:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/tech/nyse-cien/ciena/news/what-ciena-ciens-subsea-400g-and-naas-wins-mean-for-sharehol><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In late May 2026, Biznet in Indonesia and Cirion Technologies in Latin America announced deployments of Ciena’s WaveLogic and automation platforms to power 400G submarine connectivity and a new ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/tech/nyse-cien/ciena/news/what-ciena-ciens-subsea-400g-and-naas-wins-mean-for-sharehol\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.simplywall.st/asset/industry/8111000-choice1-main-header/1585186745276","relate_stocks":{"BK4515":"5G概念","LU0154245673.USD":"BNP PARIBAS US MID CAP \"C\" (USD) INC","BK4588":"碎股","LU0106261612.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" ACC","LU0240878834.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" (USD) INC AV","CIEN":"Ciena科技","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4551":"寇图资本持仓","AGIX":"通用人工智能 ETF-AGIX","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4023":"应用软件","LU0205193047.USD":"SCHRODER ISF US SMALL & MID-CAP EQUITY \"A\" (USD)  ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","BK4543":"AI","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0012050646.USD":"SCHRODER ISF US SMALLER COMPANIES IMPACT \"A\" (USD) INC AV","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4020":"通信设备","AIYY":"YIELDMAX AI OPTION INCOME STRATEGY ETF","LU1548497426.USD":"安联环球人工智能AT Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4585":"ETF&股票定投概念","AI":"C3.ai, Inc.","AIPO":"Defiance AI and Power Infrastructure ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0205194284.USD":"SCHRODER ISF US SMALL & MID-CAP EQUITY \"A\" (USD) INC AV","LU0240877869.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" ACC","BK4587":"ChatGPT概念","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","ARTY":"ISHARES FUTURE AI & TECH ETF","BK4528":"SaaS概念","LU0154245756.USD":"BNP PARIBAS US MID CAP \"C\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC"},"source_url":"https://simplywall.st/stocks/us/tech/nyse-cien/ciena/news/what-ciena-ciens-subsea-400g-and-naas-wins-mean-for-sharehol","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2640907157","content_text":"In late May 2026, Biznet in Indonesia and Cirion Technologies in Latin America announced deployments of Ciena’s WaveLogic and automation platforms to power 400G submarine connectivity and a new Network-as-a-Service offering across extensive regional fiber and subsea networks. These implementations highlight how Ciena’s optical hardware and Navigator Network Control Suite are becoming embedded in next-generation, software-driven connectivity models that serve cloud, AI, and data-intensive traffic across emerging markets. Next, we’ll examine how Cirion’s NaaS adoption of Ciena’s technology could influence the company’s investment narrative built around AI-driven networking. We've uncovered the 11 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.AdvertisementCiena Investment Narrative RecapTo own Ciena, you need to believe that its optical and automation platforms remain central to how cloud and AI networks are built, and that current hyperscaler and carrier spending holds up. The Biznet and Cirion wins reinforce that story but do not materially change the immediate risk that Ciena relies heavily on a concentrated set of large customers whose orders and pricing decisions can swing results and sentiment very quickly. The Cirion NaaS launch looks most relevant here because it showcases Ciena’s technology inside an on demand, cloud like connectivity model that directly targets AI, data center, and enterprise workloads. That is exactly where many see the biggest upside catalyst for Ciena: deeper, software driven roles in hyperscaler and neo scaler networks, potentially supporting the revenue growth and margin expansion analysts have been expecting for 2026 and beyond. Yet against this optimism, investors should be aware that concentration in a few hyperscale buyers could quickly become a serious problem if... Read the full narrative on Ciena (it's free!)Ciena’s narrative projects $9.8 billion revenue and $1.4 billion earnings by 2029. This requires 24.0% yearly revenue growth and an earnings increase of about $1.2 billion from $229.0 million today.Uncover how Ciena's forecasts yield a $452.12 fair value, a 28% downside to its current price.Exploring Other PerspectivesCIEN 1-Year Stock Price Chart Before this news, the most pessimistic analysts were modeling Ciena to reach about US$6.6 billion in revenue and US$589 million in earnings by 2028, yet they still worried that heavy hyperscaler dependence and potential commoditization could cap upside. These new Biznet and Cirion deployments might eventually challenge that view, but for now they highlight how differently you and those analysts might weigh the same AI networking story.Explore 8 other fair value estimates on Ciena - why the stock might be worth as much as $477.01!Reach Your Own ConclusionDon't just follow the ticker - dig into the data and build a conviction that's truly your own.A great starting point for your Ciena research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.Our free Ciena research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Ciena's overall financial health at a glance.Looking For Alternative Opportunities?Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:Outshine the giants: these 14 early-stage AI stocks could fund your retirement.Find 46 companies with promising cash flow potential yet trading below their fair value.Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 32 best rare earth metal stocks of the very few that mine this essential strategic resource.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","news_type":1,"symbols_score_info":{"CHAT":0.9,"AIPO":0.9,"ARTY":0.9,"AIYY":0.6,"CIEN":1.5,"AI":0.9,"AGIX":0.9}},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":565415552954968,"gmtCreate":1779074015489,"gmtModify":1779074440145,"author":{"id":"4240044442768682","authorId":"4240044442768682","name":"Long6star","avatar":"https://community-static.tradeup.com/news/e5d55eb914fb080d89ad7ec57b3d2755","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4240044442768682","idStr":"4240044442768682"},"themes":[],"title":"","htmlText":"Dich sang tiếng việt&nbsp;","listText":"Dich sang tiếng việt&nbsp;","text":"Dich sang tiếng việt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/565415552954968","repostId":"1199925074","repostType":2,"repost":{"id":"1199925074","kind":"news","weMediaInfo":{"introduction":"stay tuned on realtime market movements","home_visible":1,"media_name":"Market Watcher","id":"1027265475","head_image":"https://static.tigerbbs.com/b4070558872429328fe9f26a97b36c72"},"pubTimestamp":1779073809,"share":"https://ttm.financial/m/news/1199925074?lang=en_US&edition=fundamental","pubTime":"2026-05-18 11:10","market":"hk","language":"en","title":"Hong Kong Stocks Extended Losses; Li Auto Plunged 14%; Leapmotor Dropped 11%; Laekna Down 9%; Innoscience, Weride And Horizonrobot Down 6%; Pony Down 5%; NIO Declined 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1199925074","media":"Market Watcher","summary":"Hong Kong stocks opened lower on Monday. The Hang Seng Index down 0.5%, while the Hang Seng Tech Index down 0.9%.GigaDevice up 11%; Xiaomi up 1%; Li Auto down 4%; JD.com down 3%; Kuaishou down 2%; Alibaba, Nio, XPeng, BYD down 1%.","content":"<html><head></head><body><p>Hong Kong stocks extended losses, with the Hang Seng Index down 1.64% and the Tech Index falling 2.32%.</p><p>Among Tech Index constituents, <a href=\"https://laohu8.com/S/02015\">Li Auto-W</a> plunged nearly 14%, <a href=\"https://laohu8.com/S/09863\">Leapmotor</a> dropped 11%, Laekna down 9%; Innoscience, Weride and Horizonrobot down 6%; Pony down 5%; <a href=\"https://laohu8.com/S/09866\">NIO-SW</a> declined 3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/019a2e7950ff127657f8470d0a52031e\" tg-width=\"369\" tg-height=\"483\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hong Kong Stocks Extended Losses; Li Auto Plunged 14%; Leapmotor Dropped 11%; Laekna Down 9%; Innoscience, Weride And Horizonrobot Down 6%; Pony Down 5%; NIO Declined 3%</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\">\nHong Kong Stocks Extended Losses; Li Auto Plunged 14%; Leapmotor Dropped 11%; Laekna Down 9%; Innoscience, Weride And Horizonrobot Down 6%; Pony Down 5%; NIO Declined 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1027265475\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b4070558872429328fe9f26a97b36c72);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Market Watcher </p>\n<p class=\"h-time\">2026-05-18 11:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hong Kong stocks extended losses, with the Hang Seng Index down 1.64% and the Tech Index falling 2.32%.</p><p>Among Tech Index constituents, <a href=\"https://laohu8.com/S/02015\">Li Auto-W</a> plunged nearly 14%, <a href=\"https://laohu8.com/S/09863\">Leapmotor</a> dropped 11%, Laekna down 9%; Innoscience, Weride and Horizonrobot down 6%; Pony down 5%; <a href=\"https://laohu8.com/S/09866\">NIO-SW</a> declined 3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/019a2e7950ff127657f8470d0a52031e\" tg-width=\"369\" tg-height=\"483\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSTECH":"恒生科技指数","HSI":"恒生指数","HSCEI":"国企指数"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199925074","content_text":"Hong Kong stocks extended losses, with the Hang Seng Index down 1.64% and the Tech Index falling 2.32%.Among Tech Index constituents, Li Auto-W plunged nearly 14%, Leapmotor dropped 11%, Laekna down 9%; Innoscience, Weride and Horizonrobot down 6%; Pony down 5%; NIO-SW declined 3%.","news_type":1,"symbols_score_info":{"HSTECH":1,"HSCEI":1,"HSI":1}},"isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":564755750519176,"gmtCreate":1778913025620,"gmtModify":1778914534536,"author":{"id":"4240044442768682","authorId":"4240044442768682","name":"Long6star","avatar":"https://community-static.tradeup.com/news/e5d55eb914fb080d89ad7ec57b3d2755","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4240044442768682","idStr":"4240044442768682"},"themes":[],"title":"","htmlText":"Ko hiểu bạn ơi&nbsp;","listText":"Ko hiểu bạn ơi&nbsp;","text":"Ko hiểu bạn ơi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/564755750519176","repostId":"2635905131","repostType":2,"repost":{"id":"2635905131","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":1778912917,"share":"https://ttm.financial/m/news/2635905131?lang=en_US&edition=fundamental","pubTime":"2026-05-16 14:28","market":"other","language":"en","title":"Why Nvidia Stock Could Still Rise Another 50%","url":"https://stock-news.laohu8.com/highlight/detail?id=2635905131","media":"Dow Jones","summary":"The AI chip titan is projected to earn a record $190 billion in 2026, even though its stock trails its semiconductor rivals. By Al Root. Yes, a $5 trillion company trading at an all-time high can be cheap. It's an opportunity for investors to earn 50% while the company's market capitalization marches toward $8 trillion.This, of course, is about Nvidia, the artificial-intelligence chip giant that has transformed the stock market and may be on its way to transforming the entire U.S. economy.As CEO Jensen Huang accompanies President Donald Trump on his state visit to China and Nvidia prepares to report earnings after the close on May 20, the company is on the cusp of earning more than $190 billion in calendar year 2026. That would be the best year for any corporation ever, according to Dow Jones Market Data. Saudi Aramco, which earned about $160 billion in 2022, holds the current record.Against that setup, how could Nvidia be cheap?","content":"<html><head></head><body><p>The AI chip titan is projected to earn a record $190 billion in 2026, even though its stock trails its semiconductor rivals. By Al Root</p><p>Yes, a $5 trillion company trading at an all-time high can be cheap. It&#39;s an opportunity for investors to earn 50% while the company&#39;s market capitalization marches toward $8 trillion.</p><p>This, of course, is about <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, the artificial-intelligence chip giant that has transformed the stock market and may be on its way to transforming the entire U.S. economy.</p><p>As CEO Jensen Huang accompanies President Donald Trump on his state visit to China and Nvidia prepares to report earnings after the close on May 20, the company is on the cusp of earning more than $190 billion in calendar year 2026. That would be the best year for any corporation ever, according to Dow Jones Market Data. Saudi Aramco, which earned about $160 billion in 2022, holds the current record.</p><p>Against that setup, how could Nvidia be cheap? For that matter, how could things get even better for the maker of graphics processing units?</p><p>For starters, the stock trades for about 24 times earnings expected over the coming 12 months, a 25% discount to its historical value and 5% below the PHLX Semiconductor Index, which includes Advanced Micro Devices, Micron Technology, <a href=\"https://laohu8.com/S/TSMWF\">Taiwan Semiconductor Manufacturing</a>, Intel, and others. Nvidia, as a fast-growing leader, typically trades at a 40% premium to the index.</p><p>Since the start of 2025, Nvidia has trailed the index by more than 70 percentage points. Seventy. The market has suddenly forgotten about Nvidia while going gaga over central processing units, or CPUs; memory; and application-specific chips such as Alphabet&#39;s TPUs.</p><p>But if demand for semiconductors has exploded -- as the earnings and stock performance of countless semiconductor companies imply -- is Nvidia stock really going to be left in the dust? No, and the thesis for buying Nvidia here is quite simple. Investors really just need to believe one thing: This isn&#39;t yet as good as it gets for AI computing.</p><p>There are several reasons to believe just that.</p><p>For starters, look at the earnings reports of countless companies in the semiconductor value chain. &#34;We&#39;re still in the early days of the AI infrastructure growth,&#34; Jon Kemp, CEO of semiconductor materials supplier Qnity Electronics, tells Barron&#39;s, adding that the growth is moving from the data center to edge computing and physical AI applications. &#34;Wherever people are located...the proliferation of [AI] beyond data centers into every other part of the industrial economy is one of the things that gives us confidence in the durability of the growth cycle.&#34;</p><p>Strange as it may sound, AI applications still haven&#39;t achieved widespread use. Just 20% of smartphone users have used an AI agent application on their phones, according to ARK Investment Management&#39;s chief futurist Brett Winton. That number will be approaching 100% in three years. That makes 2026 more like 1996 rather than 1999, if investors are thinking about dot-com era comparisons.</p><p>AI is still an accelerating arms race. The four hyperscalers -- <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com, Alphabet, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, and Microsoft -- are now expected to spend almost $700 billion building out their AI businesses in 2026. At the start of the year, that number was closer to $500 billion. Looking into 2027, Melius analyst Ben Reitzes expects capital expenditures, including those from the likes of Oracle, to top $1 trillion.</p><p>The spending spree is on. How tech giants can afford this is a valid question. The answer: easily, by deploying substantial portions of their operating cash flow into data centers, but not at the expense of positive free cash flow this year. The &#34;big four&#34; are expected to generate earnings before interest, taxes, depreciation, and amortization, or Ebitda, of roughly $800 billion. Their balance sheets are also pristine, with essentially no net debt among them.</p><p>If they really wanted to get aggressive, they could add $1 trillion to $2 trillion in debt. (To be sure, there has been complex off-balance-sheet financing of some data centers, such as Meta&#39;s in Louisiana, but more can be done.)</p><p>As for where Nvidia shares can go, investors can just look at Wall Street&#39;s estimates. The average analyst price target is $270, up 20% from recent levels. That works out to 24 times estimated fiscal-year 2028 earnings, which are expected to expand 35% compared with fiscal-year 2027. (Nvidia&#39;s year ends in January, so fiscal 2028 is essentially calendar year 2027.)</p><p>That target is conservative. If Nvidia were just to trade in line with the 26 average multiple of other semiconductor stocks, it would be a $290 stock. Its historic premium to the semiconductor sector justifies a $390 stock price. That target isn&#39;t conservative, but Nvidia shares can easily hit $300 over the coming 12 months, up 33% from recent levels.</p><p>To be sure, there are risks. For one, bubble fears persist. Searches for &#34;AI bubble&#34; on Google are up about 400% year over year, having peaked in November. Nvidia&#39;s earnings outlook doesn&#39;t leave much room for error either. It will have to beat analyst sales growth estimates of almost 80% to satisfy investors. A miss isn&#39;t even on the table as Nvidia has beaten sales estimates by an average of about 3% over the last three quarters.</p><p>Still, investors&#39; initial reaction to those earnings reports was to sell the stock (though it eventually recovered). There also remains a persistent fear that Nvidia&#39;s GPUs could lose share to a host of other chips, including application-specific chips from the hyperscalers and CPUs from Intel that are well-suited for agentic computing.</p><p>For now, these prospects are distant. Chip demand is only strengthening. AI infrastructure provider Vertiv Holdings reported a 252% increase in fourth-quarter 2025 orders. The company stopped providing detailed order numbers because backlogs were extending further into the future (and perhaps because investors tend to over-focus on one metric). Automation technology provider Zebra Technologies expects memory chips to be in short supply through 2027. And power-generation equipment maker <a href=\"https://laohu8.com/S/GEV\">GE Vernova</a> is booking business into the next decade.</p><p>What&#39;s more, <a href=\"https://laohu8.com/S/ARM\">Arm</a> Holdings and Intel recently said they were unable to meet all demand due to supply-chain constraints. Shortage fears have <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> and SpaceX CEO Elon Musk building a semiconductor fab to ensure enough chips for all the AI applications he is dreaming up.</p><p>The total addressable market for AI computing &#34;is bigger than anyone thinks,&#34; says Reitzes. AI agents, which are becoming ubiquitous, will add to demand, for example. These agents, created from Gemini or another AI model, function by constantly inferencing -- or accessing -- AI computing.</p><p>Nvidia chips remain the heart of AI systems. GPUs are particularly well-suited for AI computing because they can handle myriad tasks simultaneously, rather than completing them sequentially like a traditional CPU. The accelerator chips from the likes of SpaceX or Alphabet are designed to perform specific tasks with high efficiency, in addition to the computing that Nvidia chips can handle.</p><p>The entire AI computing pyramid will grow, and the base of that pyramid will remain Nvidia.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Nvidia Stock Could Still Rise Another 50%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Nvidia Stock Could Still Rise Another 50%\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\">2026-05-16 14:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The AI chip titan is projected to earn a record $190 billion in 2026, even though its stock trails its semiconductor rivals. By Al Root</p><p>Yes, a $5 trillion company trading at an all-time high can be cheap. It&#39;s an opportunity for investors to earn 50% while the company&#39;s market capitalization marches toward $8 trillion.</p><p>This, of course, is about <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, the artificial-intelligence chip giant that has transformed the stock market and may be on its way to transforming the entire U.S. economy.</p><p>As CEO Jensen Huang accompanies President Donald Trump on his state visit to China and Nvidia prepares to report earnings after the close on May 20, the company is on the cusp of earning more than $190 billion in calendar year 2026. That would be the best year for any corporation ever, according to Dow Jones Market Data. Saudi Aramco, which earned about $160 billion in 2022, holds the current record.</p><p>Against that setup, how could Nvidia be cheap? For that matter, how could things get even better for the maker of graphics processing units?</p><p>For starters, the stock trades for about 24 times earnings expected over the coming 12 months, a 25% discount to its historical value and 5% below the PHLX Semiconductor Index, which includes Advanced Micro Devices, Micron Technology, <a href=\"https://laohu8.com/S/TSMWF\">Taiwan Semiconductor Manufacturing</a>, Intel, and others. Nvidia, as a fast-growing leader, typically trades at a 40% premium to the index.</p><p>Since the start of 2025, Nvidia has trailed the index by more than 70 percentage points. Seventy. The market has suddenly forgotten about Nvidia while going gaga over central processing units, or CPUs; memory; and application-specific chips such as Alphabet&#39;s TPUs.</p><p>But if demand for semiconductors has exploded -- as the earnings and stock performance of countless semiconductor companies imply -- is Nvidia stock really going to be left in the dust? No, and the thesis for buying Nvidia here is quite simple. Investors really just need to believe one thing: This isn&#39;t yet as good as it gets for AI computing.</p><p>There are several reasons to believe just that.</p><p>For starters, look at the earnings reports of countless companies in the semiconductor value chain. &#34;We&#39;re still in the early days of the AI infrastructure growth,&#34; Jon Kemp, CEO of semiconductor materials supplier Qnity Electronics, tells Barron&#39;s, adding that the growth is moving from the data center to edge computing and physical AI applications. &#34;Wherever people are located...the proliferation of [AI] beyond data centers into every other part of the industrial economy is one of the things that gives us confidence in the durability of the growth cycle.&#34;</p><p>Strange as it may sound, AI applications still haven&#39;t achieved widespread use. Just 20% of smartphone users have used an AI agent application on their phones, according to ARK Investment Management&#39;s chief futurist Brett Winton. That number will be approaching 100% in three years. That makes 2026 more like 1996 rather than 1999, if investors are thinking about dot-com era comparisons.</p><p>AI is still an accelerating arms race. The four hyperscalers -- <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com, Alphabet, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, and Microsoft -- are now expected to spend almost $700 billion building out their AI businesses in 2026. At the start of the year, that number was closer to $500 billion. Looking into 2027, Melius analyst Ben Reitzes expects capital expenditures, including those from the likes of Oracle, to top $1 trillion.</p><p>The spending spree is on. How tech giants can afford this is a valid question. The answer: easily, by deploying substantial portions of their operating cash flow into data centers, but not at the expense of positive free cash flow this year. The &#34;big four&#34; are expected to generate earnings before interest, taxes, depreciation, and amortization, or Ebitda, of roughly $800 billion. Their balance sheets are also pristine, with essentially no net debt among them.</p><p>If they really wanted to get aggressive, they could add $1 trillion to $2 trillion in debt. (To be sure, there has been complex off-balance-sheet financing of some data centers, such as Meta&#39;s in Louisiana, but more can be done.)</p><p>As for where Nvidia shares can go, investors can just look at Wall Street&#39;s estimates. The average analyst price target is $270, up 20% from recent levels. That works out to 24 times estimated fiscal-year 2028 earnings, which are expected to expand 35% compared with fiscal-year 2027. (Nvidia&#39;s year ends in January, so fiscal 2028 is essentially calendar year 2027.)</p><p>That target is conservative. If Nvidia were just to trade in line with the 26 average multiple of other semiconductor stocks, it would be a $290 stock. Its historic premium to the semiconductor sector justifies a $390 stock price. That target isn&#39;t conservative, but Nvidia shares can easily hit $300 over the coming 12 months, up 33% from recent levels.</p><p>To be sure, there are risks. For one, bubble fears persist. Searches for &#34;AI bubble&#34; on Google are up about 400% year over year, having peaked in November. Nvidia&#39;s earnings outlook doesn&#39;t leave much room for error either. It will have to beat analyst sales growth estimates of almost 80% to satisfy investors. A miss isn&#39;t even on the table as Nvidia has beaten sales estimates by an average of about 3% over the last three quarters.</p><p>Still, investors&#39; initial reaction to those earnings reports was to sell the stock (though it eventually recovered). There also remains a persistent fear that Nvidia&#39;s GPUs could lose share to a host of other chips, including application-specific chips from the hyperscalers and CPUs from Intel that are well-suited for agentic computing.</p><p>For now, these prospects are distant. Chip demand is only strengthening. AI infrastructure provider Vertiv Holdings reported a 252% increase in fourth-quarter 2025 orders. The company stopped providing detailed order numbers because backlogs were extending further into the future (and perhaps because investors tend to over-focus on one metric). Automation technology provider Zebra Technologies expects memory chips to be in short supply through 2027. And power-generation equipment maker <a href=\"https://laohu8.com/S/GEV\">GE Vernova</a> is booking business into the next decade.</p><p>What&#39;s more, <a href=\"https://laohu8.com/S/ARM\">Arm</a> Holdings and Intel recently said they were unable to meet all demand due to supply-chain constraints. Shortage fears have <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> and SpaceX CEO Elon Musk building a semiconductor fab to ensure enough chips for all the AI applications he is dreaming up.</p><p>The total addressable market for AI computing &#34;is bigger than anyone thinks,&#34; says Reitzes. AI agents, which are becoming ubiquitous, will add to demand, for example. These agents, created from Gemini or another AI model, function by constantly inferencing -- or accessing -- AI computing.</p><p>Nvidia chips remain the heart of AI systems. GPUs are particularly well-suited for AI computing because they can handle myriad tasks simultaneously, rather than completing them sequentially like a traditional CPU. The accelerator chips from the likes of SpaceX or Alphabet are designed to perform specific tasks with high efficiency, in addition to the computing that Nvidia chips can handle.</p><p>The entire AI computing pyramid will grow, and the base of that pyramid will remain Nvidia.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","03145":"华夏亚洲高息股","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) 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By Al RootYes, a $5 trillion company trading at an all-time high can be cheap. It's an opportunity for investors to earn 50% while the company's market capitalization marches toward $8 trillion.This, of course, is about Nvidia, the artificial-intelligence chip giant that has transformed the stock market and may be on its way to transforming the entire U.S. economy.As CEO Jensen Huang accompanies President Donald Trump on his state visit to China and Nvidia prepares to report earnings after the close on May 20, the company is on the cusp of earning more than $190 billion in calendar year 2026. That would be the best year for any corporation ever, according to Dow Jones Market Data. Saudi Aramco, which earned about $160 billion in 2022, holds the current record.Against that setup, how could Nvidia be cheap? For that matter, how could things get even better for the maker of graphics processing units?For starters, the stock trades for about 24 times earnings expected over the coming 12 months, a 25% discount to its historical value and 5% below the PHLX Semiconductor Index, which includes Advanced Micro Devices, Micron Technology, Taiwan Semiconductor Manufacturing, Intel, and others. Nvidia, as a fast-growing leader, typically trades at a 40% premium to the index.Since the start of 2025, Nvidia has trailed the index by more than 70 percentage points. Seventy. The market has suddenly forgotten about Nvidia while going gaga over central processing units, or CPUs; memory; and application-specific chips such as Alphabet's TPUs.But if demand for semiconductors has exploded -- as the earnings and stock performance of countless semiconductor companies imply -- is Nvidia stock really going to be left in the dust? No, and the thesis for buying Nvidia here is quite simple. Investors really just need to believe one thing: This isn't yet as good as it gets for AI computing.There are several reasons to believe just that.For starters, look at the earnings reports of countless companies in the semiconductor value chain. \"We're still in the early days of the AI infrastructure growth,\" Jon Kemp, CEO of semiconductor materials supplier Qnity Electronics, tells Barron's, adding that the growth is moving from the data center to edge computing and physical AI applications. \"Wherever people are located...the proliferation of [AI] beyond data centers into every other part of the industrial economy is one of the things that gives us confidence in the durability of the growth cycle.\"Strange as it may sound, AI applications still haven't achieved widespread use. Just 20% of smartphone users have used an AI agent application on their phones, according to ARK Investment Management's chief futurist Brett Winton. That number will be approaching 100% in three years. That makes 2026 more like 1996 rather than 1999, if investors are thinking about dot-com era comparisons.AI is still an accelerating arms race. The four hyperscalers -- Amazon.com, Alphabet, Meta Platforms, and Microsoft -- are now expected to spend almost $700 billion building out their AI businesses in 2026. At the start of the year, that number was closer to $500 billion. Looking into 2027, Melius analyst Ben Reitzes expects capital expenditures, including those from the likes of Oracle, to top $1 trillion.The spending spree is on. How tech giants can afford this is a valid question. The answer: easily, by deploying substantial portions of their operating cash flow into data centers, but not at the expense of positive free cash flow this year. The \"big four\" are expected to generate earnings before interest, taxes, depreciation, and amortization, or Ebitda, of roughly $800 billion. Their balance sheets are also pristine, with essentially no net debt among them.If they really wanted to get aggressive, they could add $1 trillion to $2 trillion in debt. (To be sure, there has been complex off-balance-sheet financing of some data centers, such as Meta's in Louisiana, but more can be done.)As for where Nvidia shares can go, investors can just look at Wall Street's estimates. The average analyst price target is $270, up 20% from recent levels. That works out to 24 times estimated fiscal-year 2028 earnings, which are expected to expand 35% compared with fiscal-year 2027. (Nvidia's year ends in January, so fiscal 2028 is essentially calendar year 2027.)That target is conservative. If Nvidia were just to trade in line with the 26 average multiple of other semiconductor stocks, it would be a $290 stock. Its historic premium to the semiconductor sector justifies a $390 stock price. That target isn't conservative, but Nvidia shares can easily hit $300 over the coming 12 months, up 33% from recent levels.To be sure, there are risks. For one, bubble fears persist. Searches for \"AI bubble\" on Google are up about 400% year over year, having peaked in November. Nvidia's earnings outlook doesn't leave much room for error either. It will have to beat analyst sales growth estimates of almost 80% to satisfy investors. A miss isn't even on the table as Nvidia has beaten sales estimates by an average of about 3% over the last three quarters.Still, investors' initial reaction to those earnings reports was to sell the stock (though it eventually recovered). There also remains a persistent fear that Nvidia's GPUs could lose share to a host of other chips, including application-specific chips from the hyperscalers and CPUs from Intel that are well-suited for agentic computing.For now, these prospects are distant. Chip demand is only strengthening. AI infrastructure provider Vertiv Holdings reported a 252% increase in fourth-quarter 2025 orders. The company stopped providing detailed order numbers because backlogs were extending further into the future (and perhaps because investors tend to over-focus on one metric). Automation technology provider Zebra Technologies expects memory chips to be in short supply through 2027. And power-generation equipment maker GE Vernova is booking business into the next decade.What's more, Arm Holdings and Intel recently said they were unable to meet all demand due to supply-chain constraints. Shortage fears have Tesla and SpaceX CEO Elon Musk building a semiconductor fab to ensure enough chips for all the AI applications he is dreaming up.The total addressable market for AI computing \"is bigger than anyone thinks,\" says Reitzes. AI agents, which are becoming ubiquitous, will add to demand, for example. These agents, created from Gemini or another AI model, function by constantly inferencing -- or accessing -- AI computing.Nvidia chips remain the heart of AI systems. GPUs are particularly well-suited for AI computing because they can handle myriad tasks simultaneously, rather than completing them sequentially like a traditional CPU. The accelerator chips from the likes of SpaceX or Alphabet are designed to perform specific tasks with high efficiency, in addition to the computing that Nvidia chips can handle.The entire AI computing pyramid will grow, and the base of that pyramid will remain Nvidia.","news_type":1,"symbols_score_info":{"SOXL":0.82,"TSMX":0.6,"AMUU":0.6,"SOXX":0.82,"MUU":0.6,"NVYY":0.6,"CHPY":0.82,"NVDO":0.6,"XSD":0.82,"NVDL":0.6,"AMDL":0.6,"TSMZ":0.6,"MULL":0.6,"DAMD":0.6,"SOXS":0.82,"SMHX":0.82,"NVDU":0.6,"CHPS":0.82,"NVDS":0.6,"DIPS":0.6,"TSMU":0.6,"USD":0.82,"03145":0.6,"AIYY":0.6,"NVDY":0.6,"NVDW":0.6,"AMDW":0.6,"NVDB":0.6,"SOXY":0.82,"NVII":0.6,"AMDG":0.6,"TSMG":0.6,"FTXL":0.82,"TSMY":0.6,"STSM":0.6,"07388":0.6,"AMDS":0.6,"AMDD":0.6,"PSI":0.82,"NVD":0.6,"AMYY":0.6,"SOXQ":0.82,"NVDA":2,"NVDD":0.6,"NVDG":0.6,"SSG":0.82,"NVDX":0.6,"TEKX":0.82,"ANV":0.6,"AMDY":0.6,"MUD":0.6,"07788":0.6,"NVDQ":0.6,"SMH":0.82,"AMDU":0.6}},"isVote":1,"tweetType":1,"viewCount":497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":564714345951256,"gmtCreate":1778906573743,"gmtModify":1778909934460,"author":{"id":"4240044442768682","authorId":"4240044442768682","name":"Long6star","avatar":"https://community-static.tradeup.com/news/e5d55eb914fb080d89ad7ec57b3d2755","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4240044442768682","idStr":"4240044442768682"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$&nbsp;</a>&nbsp; Chu đè thị khổng nghi ra. 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