wig trader

Warren Buffett learnt from me

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- wig traderwig trader
  ·05-21 07:37
  Are the rockets leaving big solar panels Orbiting the earth, in this article it seems not that it is creating a dint in the huge electrical demand that can be compared than 4000 or so of those portable nuclear reactors that run on a more safe and a more inert radioactive material that runs the powerplants compared to traditional uranium pellets within tens of tubes which can take up enormous spaces (nuclear power plants) so even if the solar panels are getting huge energy/electricity from the sun , how on earth,, well how above the earth (ha) does this electricity power these intelligence factories or even the auto taxis in 26-27 , lightning bolts, solar flares I just want to know what is the plan
  Bound for Mars, Elon Musk's SpaceX Unveils Filing for Blockbuster IPO
  SpaceX IPO could reshape late-stage tech funding, targets $1.75 trillion valuationMusk's control and vision, including Mars colonization, drive investor interestSpaceX's Starlink and reusable rockets...
  Bound for Mars, Elon Musk's SpaceX Unveils Filing for Blockbuster IPO
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- wig traderwig trader
  ·05-19
  Well why some huge share owner just sell millions (trimmed ? Little more than trimming) he knows something and it's not that nvad (NVIDIA) is going up to 3p0 bucks a share
  How Nvidia Stock Can Hit $300 After Earnings
  $Nvidia(NVDA)$ stock has lost some momentum recently, but analysts believe the chip maker can reassert its dominance in artificial-intelligence processors when fiscal first-quarter earnings arrive...
  How Nvidia Stock Can Hit $300 After Earnings
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- wig traderwig trader
  ·05-19
  I just got sosx because of info from tiger brokers, and bought shares , the market opens at 11:30 pm in Australia, by 12:30 I had (shares) had increased 9% (60 mins) , just pointing out, doing it research pays off Thank tiger brokers for helping
  Stock Track | Direxion Daily Semiconductors Bear 3x Shares Soars 7.55% Intraday as Chip Stocks Tumble on Overvaluation and Supply Concerns
  Direxion Daily Semiconductors Bear 3x Shares (SOXS) surged 7.55% intraday on Tuesday, as the leveraged exchange-traded fund that delivers three times the inverse daily performance of semiconductor...
  Stock Track | Direxion Daily Semiconductors Bear 3x Shares Soars 7.55% Intraday as Chip Stocks Tumble on Overvaluation and Supply Concerns
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- wig traderwig trader
  ·05-19
  Has rocket laboratories finished it's humungous rise over this past year, I actually believe after this pullback period flattens , both shares in the satailite global mapping company PLANET LABS and ROCKET LABS will continue to rise over 2 months so maybe a good time to buy rocket labs while it has this down period Well I'm hoping so , I have 4k AUD on planet labs and 1000 AUD rocket labs but I only got rocket laboratories about 6 weeks ago and this was the second drawback (there were more small ones ) but only 2 since I've had them I predict 2 great companies with positive future profits that could exceed 15-20% within as little as 8 weeks
  Stock Track | Rocket Lab USA Plummets 5.26% Intraday as Profit-Taking Continues After 131% Post-Earnings Rally
  Rocket Lab USA, Inc. (RKLB) saw its stock price plummet 5.26% during intraday trading on Tuesday. The decline represents a continuation of the recent pullback in the commercial aerospace sector.The...
  Stock Track | Rocket Lab USA Plummets 5.26% Intraday as Profit-Taking Continues After 131% Post-Earnings Rally
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- wig traderwig trader
  ·05-15
  Need to read this later , so I comment on it so I don't not get access to it later
  Rocket Lab, and 3 More Space Stocks to Buy Ahead of SpaceX's Massive IPO
  Space is hot, and New Street Research has four Buy-rated stocks to play the trend.On Wednesday, New Street launched coverage of 10 stocks: AST SpaceMobile, Eutelsat, Iridium, Planet Labs, Rocket Lab, EchoStar, SES, Space42, Telesat, and Viasat.New Street plans to pick up coverage of SpaceX ahead of its record-setting IPO. SpaceX plans to raise as much as $75 billion, valuing Elon Musk's rocket company at up to $2 trillion, in a midyear IPO."Space is the next frontier," wrote the broker, poised to capture "trillions of dollars of economic growth over the next two decades, disrupting and growing multiple terrestrial industries.". Some of those industries are telecom, with space-based systems delivering wireless service. Alphabet and SpaceX also want to put AI data centers in space. Defense applications in space will also proliferate in the coming years.Rocket Lab is the only Western alternative to SpaceX's dominance in launch services. Viasat and UAE-based Space42 have attractive spectru
  Rocket Lab, and 3 More Space Stocks to Buy Ahead of SpaceX's Massive IPO
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- wig traderwig trader
  ·05-15
  I need to read all this, Don't want to lose it so I make. Comment to easily access this topic when convenient
  ETF Daily | POEL Soars 84%; ONDG, ONDU Rally 51%; ONDL Jumps 50%; RDWU Climbs 44%; Single-Stock Tech Leads
  Market OverviewU.S. stocks advanced, with the Dow Jones Industrial Average gaining 0.75%, the S&P 500 rising 0.77%, and the $Nasdaq(NDAQ)$ Composite adding 0.88%.ETF market tone was constructive, as...
  ETF Daily | POEL Soars 84%; ONDG, ONDU Rally 51%; ONDL Jumps 50%; RDWU Climbs 44%; Single-Stock Tech Leads
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- wig traderwig trader
  ·05-13
  Wish I did what I was planning to, I was sure NEBIUS was going to be a good clean buy but now market price is not worth it if one wanted a quick turnaround profit
  Nebius: Increase in Spending Is Driven by Visibility for 2027 and Our Need to Invest Ahead of Capacity That We Expect to Bring Online
  Nebius: Increase in Spending Is Driven by Visibility for 2027 and Our Need to Invest Ahead of Capaci
  Nebius: Increase in Spending Is Driven by Visibility for 2027 and Our Need to Invest Ahead of Capacity That We Expect to Bring Online
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- wig traderwig trader
  ·05-13
  Happy days but Heaven and
  AI Cloud Firm Nebius Reports near Eightfold Revenue Jump, Shares Surge
  Nebius reported a nearly eightfold rise in quarterly revenue on Wednesday.
  AI Cloud Firm Nebius Reports near Eightfold Revenue Jump, Shares Surge
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- wig traderwig trader
  ·05-13
  I thought the memory/storage industry were going to suffer and chip companies like Intel were going to increase, the complete opposite has eventuated Not that they both are not going to exceed purchase price within a month anyway Both nebius related shares and even companies that are similar are going to increase within 3 months I think Intel is close to being one of the greatest shares around If U can buy Intel now to sit and accumulate profit , I believe in a year your invest with be 25% larger and that's being on the reserved side, After this Iran war thing wraps up and to a lesser extent the Russian/Ukraine conflict concludes tesla and Amazon will be a "can't lose" investment
  AI Cloud Firm Nebius Reports near Eightfold Revenue Jump, Shares Surge
  Nebius reported a nearly eightfold rise in quarterly revenue on Wednesday.
  AI Cloud Firm Nebius Reports near Eightfold Revenue Jump, Shares Surge
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- wig traderwig trader
  ·05-12
  If those small nuclear power plants which can be transported for us military are perfected, maybe 1000 of those around the place could be the answer, these run on nuclear fuel that is way more stable and safer than the glowing rods the Springfield nuclear power plant uses (nuclear fuel used in a steam turbine run from a nuclear chain reaction are not fluro green) Anyway they have failsafe measures and don't need the containment barriers typical nuclear power plant need
  Meet the Nvidias of Power — 5 Stocks Winning Big Tech's $700 Billion AI Energy Grab
  Infrastructure giants such as GE Vernova and Bloom Energy are the new gatekeepers of the AI grid. AI is repricing energy across the U.S. economy, but not uniformly.Data-center electricity demand is growing several times faster than global electricity consumption, and AI-focused facilities are growing faster still.Big Tech's AI buildout has a power problem, and it is no longer confined to data centers. The shortage is moving through the grid, into utility-rate filings, onto the balance sheets of energy-intensive industries, and straight into the cost structures of software companies that built their business models on the assumption that computing was cheap.For investors, the question is not whether AI is inflating energy costs. That debate is settled. The question is who absorbs those costs, who can pass them on, and which companies sit on either side.The hyperscalers are largely insulated. Amazon, Microsoft, Google and Meta
  Meet the Nvidias of Power — 5 Stocks Winning Big Tech's $700 Billion AI Energy Grab
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Its pioneering use of reusable rockets has transformed the economics of space, forcing competitors like Jeff Bezos&#39; Blue Origin to play catch-up.</p><p>While SpaceX made its name by building rockets and launching satellites into space, most of its $18.67 billion in revenue last year came from its Starlink satellite internet business and much of its future growth hinges on artificial intelligence-related businesses. Its nascent xAI unit still loses money, according to the filing.</p><p>A successful sale could value the company at a record-setting $1.75 trillion, which would put its founder on track to become the first trillionaire in history, validating years of defying accepted logic through the development of rockets that can land and be flown again.</p><p>The company&#39;s regulatory disclosure comes during a critical week for the rocket maker, which is preparing to launch a test flight of its next-generation Starship rocket.</p><p>Musk&#39;s plans for lunar and Mars missions and to expand its Starlink satellite internet business depend on the new rocket. The test launch, originally scheduled for Tuesday, is now expected later this week.</p><p>The board has given Musk control over the company, but ties much of his compensation to audacious targets of establishing a permanent human colony on Mars and building space data centers with compute capacity powered by the equivalent of 100 terawatts, or 100,000 one-gigawatt nuclear reactors, Reuters previously reported.</p><p>Musk will retain 85.1% of the combined voting power of the company, the filing showed.</p><p>SpaceX is aiming to list its shares as early as June 12, with a roadshow launch targeted for June 4 and the share sale expected as early as June 11, Reuters reported last week.</p><h3 id=\"id_1260455606\">&#39;HALO EFFECT&#39;</h3><p>Musk&#39;s CEO celebrity persona may matter more to some investors than SpaceX&#39;s underlying business fundamentals, analysts and academics said, because there are no other comparable companies against which to benchmark its valuation.</p><p>The company said it was targeting a potential total market of $28.5 trillion across its businesses, with a majority of that possible revenue tied to AI.</p><p>The figures, disclosed for the first time to the public in its S-1 regulatory filing, show how SpaceX depends on its Starlink-driven revenue base, but believes its long-term prospects center around AI and related infrastructure operations that are currently unprofitable.</p><p>SpaceX will use a dual-class share structure that gives Class B shareholders 10 votes each, concentrating control with Musk and a handful of other insiders, while Class A shares sold to public investors will carry one vote each, the prospectus showed.</p><p>The company has adopted numerous provisions that, taken together, severely limit shareholder rights, forcing legal claims through arbitration, restricting where cases can be filed and protecting Musk from being fired by anyone other than Musk .</p><p>The company reported revenue of $4.69 billion in the three months ended March 31, compared with $4.07 billion a year earlier. The loss over the same period came in at $1.27 per share, compared with a loss of 18 cents a year earlier.</p><p>The scale of the offering has drawn attention to the increasingly interconnected structure of Musk&#39;s business empire, often dubbed the &#34;Muskonomy,&#34; which includes leading electric vehicle company <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, as well as his businesses in AI and brain-chip implants.</p><p>SpaceX merged with Musk&#39;s artificial intelligence startup xAI in a deal that valued the rocket company at $1 trillion and the developer of the Grok chatbot at $250 billion.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/06de9c7d08ef30be961b1e707e7c32bf\" alt=\"Mapping SpaceX’s valuation surge\" title=\"Mapping SpaceX’s valuation surge\" tg-width=\"1420\" tg-height=\"656\"/><span>Mapping SpaceX’s valuation surge</span></p><h3 id=\"id_1909898207\">SPACE RACE</h3><p>The race to commercialize space has intensified as private companies led by SpaceX and Blue Origin compete to slash launch costs, deploy satellite networks and secure government contracts.</p><p>SpaceX&#39;s revenue is driven by Starlink, the world&#39;s largest satellite operator. The network of about 10,000 satellites offers broadband internet to consumers, governments and enterprise customers. But the company&#39;s expanding footprint across aviation, maritime and enterprise markets is helping turn capital-intensive space projects into a recurring revenue engine.</p><p>High-profile AI firms, including OpenAI and Anthropic, are also exploring potential public listings later in 2026.</p><p>SpaceX plans to earmark a significant portion of shares for retail investors and will host about 1,500 of them at an event in June, Reuters reported in April.</p><p>The company is expected to list on the Nasdaq and Nasdaq Texas under the ticker symbol &#34;SPCX.&#34;</p><p>Goldman Sachs, Morgan Stanley, Bank of America, Citigroup and J.P. Morgan are the bookrunners.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4ead9b4c6692fbc16bcc3aaa646e3aba\" alt=\"Saudi Aramco leads record IPOs, SpaceX could rewrite rankings\" title=\"Saudi Aramco leads record IPOs, SpaceX could rewrite rankings\" tg-width=\"1420\" tg-height=\"826\"/><span>Saudi Aramco leads record IPOs, SpaceX could rewrite rankings</span></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>Bound for Mars, Elon Musk's SpaceX Unveils Filing for Blockbuster IPO</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBound for Mars, Elon Musk's SpaceX Unveils Filing for Blockbuster IPO\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\">2026-05-21 07:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>SpaceX IPO could reshape late-stage tech funding, targets $1.75 trillion valuation</p></li><li><p>Musk&#39;s control and vision, including Mars colonization, drive investor interest</p></li><li><p>SpaceX&#39;s Starlink and reusable rockets fuel revenue as private space race intensifies</p></li></ul><p>SpaceX took the wraps off its IPO filing on Wednesday, opening the books of the company that has already revolutionized rocket technology, with even larger ambitions to colonize Mars and build AI data centers in space.</p><p>The listing is poised to become the first trillion-dollar U.S. market debut and could set the stage for a number of monumental IPOs in coming months, among them potentially technology giants OpenAI and Anthropic.</p><p>The sale would immediately cement SpaceX as one of the world&#39;s most valuable publicly traded companies, the second in Elon Musk&#39;s sprawling business empire to surpass $1 trillion in market value.</p><p>The filing confirmed a series of recent Reuters reports about the IPO.</p><p>SpaceX has grown into the world&#39;s largest space business since its founding in 2002 by launching thousands of Starlink internet satellites. Its pioneering use of reusable rockets has transformed the economics of space, forcing competitors like Jeff Bezos&#39; Blue Origin to play catch-up.</p><p>While SpaceX made its name by building rockets and launching satellites into space, most of its $18.67 billion in revenue last year came from its Starlink satellite internet business and much of its future growth hinges on artificial intelligence-related businesses. Its nascent xAI unit still loses money, according to the filing.</p><p>A successful sale could value the company at a record-setting $1.75 trillion, which would put its founder on track to become the first trillionaire in history, validating years of defying accepted logic through the development of rockets that can land and be flown again.</p><p>The company&#39;s regulatory disclosure comes during a critical week for the rocket maker, which is preparing to launch a test flight of its next-generation Starship rocket.</p><p>Musk&#39;s plans for lunar and Mars missions and to expand its Starlink satellite internet business depend on the new rocket. The test launch, originally scheduled for Tuesday, is now expected later this week.</p><p>The board has given Musk control over the company, but ties much of his compensation to audacious targets of establishing a permanent human colony on Mars and building space data centers with compute capacity powered by the equivalent of 100 terawatts, or 100,000 one-gigawatt nuclear reactors, Reuters previously reported.</p><p>Musk will retain 85.1% of the combined voting power of the company, the filing showed.</p><p>SpaceX is aiming to list its shares as early as June 12, with a roadshow launch targeted for June 4 and the share sale expected as early as June 11, Reuters reported last week.</p><h3 id=\"id_1260455606\">&#39;HALO EFFECT&#39;</h3><p>Musk&#39;s CEO celebrity persona may matter more to some investors than SpaceX&#39;s underlying business fundamentals, analysts and academics said, because there are no other comparable companies against which to benchmark its valuation.</p><p>The company said it was targeting a potential total market of $28.5 trillion across its businesses, with a majority of that possible revenue tied to AI.</p><p>The figures, disclosed for the first time to the public in its S-1 regulatory filing, show how SpaceX depends on its Starlink-driven revenue base, but believes its long-term prospects center around AI and related infrastructure operations that are currently unprofitable.</p><p>SpaceX will use a dual-class share structure that gives Class B shareholders 10 votes each, concentrating control with Musk and a handful of other insiders, while Class A shares sold to public investors will carry one vote each, the prospectus showed.</p><p>The company has adopted numerous provisions that, taken together, severely limit shareholder rights, forcing legal claims through arbitration, restricting where cases can be filed and protecting Musk from being fired by anyone other than Musk .</p><p>The company reported revenue of $4.69 billion in the three months ended March 31, compared with $4.07 billion a year earlier. The loss over the same period came in at $1.27 per share, compared with a loss of 18 cents a year earlier.</p><p>The scale of the offering has drawn attention to the increasingly interconnected structure of Musk&#39;s business empire, often dubbed the &#34;Muskonomy,&#34; which includes leading electric vehicle company <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>, as well as his businesses in AI and brain-chip implants.</p><p>SpaceX merged with Musk&#39;s artificial intelligence startup xAI in a deal that valued the rocket company at $1 trillion and the developer of the Grok chatbot at $250 billion.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/06de9c7d08ef30be961b1e707e7c32bf\" alt=\"Mapping SpaceX’s valuation surge\" title=\"Mapping SpaceX’s valuation surge\" tg-width=\"1420\" tg-height=\"656\"/><span>Mapping SpaceX’s valuation surge</span></p><h3 id=\"id_1909898207\">SPACE RACE</h3><p>The race to commercialize space has intensified as private companies led by SpaceX and Blue Origin compete to slash launch costs, deploy satellite networks and secure government contracts.</p><p>SpaceX&#39;s revenue is driven by Starlink, the world&#39;s largest satellite operator. The network of about 10,000 satellites offers broadband internet to consumers, governments and enterprise customers. But the company&#39;s expanding footprint across aviation, maritime and enterprise markets is helping turn capital-intensive space projects into a recurring revenue engine.</p><p>High-profile AI firms, including OpenAI and Anthropic, are also exploring potential public listings later in 2026.</p><p>SpaceX plans to earmark a significant portion of shares for retail investors and will host about 1,500 of them at an event in June, Reuters reported in April.</p><p>The company is expected to list on the Nasdaq and Nasdaq Texas under the ticker symbol &#34;SPCX.&#34;</p><p>Goldman Sachs, Morgan Stanley, Bank of America, Citigroup and J.P. Morgan are the bookrunners.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4ead9b4c6692fbc16bcc3aaa646e3aba\" alt=\"Saudi Aramco leads record IPOs, SpaceX could rewrite rankings\" title=\"Saudi Aramco leads record IPOs, SpaceX could rewrite rankings\" tg-width=\"1420\" tg-height=\"826\"/><span>Saudi Aramco leads record IPOs, SpaceX could rewrite rankings</span></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","LU0971096721.USD":"富达环球金融服务 A","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","BK4543":"AI","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK4511":"特斯拉概念","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0823411888.USD":"法巴消费创新基金 Cap","BK4534":"瑞士信贷持仓","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","TSII":"REX TSLA Growth & Income ETF","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - 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Tactical Dividend Income A Mdis SGD-H Plus","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260520:nL4N41X1WV:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2637387535","content_text":"SpaceX IPO could reshape late-stage tech funding, targets $1.75 trillion valuationMusk's control and vision, including Mars colonization, drive investor interestSpaceX's Starlink and reusable rockets fuel revenue as private space race intensifiesSpaceX took the wraps off its IPO filing on Wednesday, opening the books of the company that has already revolutionized rocket technology, with even larger ambitions to colonize Mars and build AI data centers in space.The listing is poised to become the first trillion-dollar U.S. market debut and could set the stage for a number of monumental IPOs in coming months, among them potentially technology giants OpenAI and Anthropic.The sale would immediately cement SpaceX as one of the world's most valuable publicly traded companies, the second in Elon Musk's sprawling business empire to surpass $1 trillion in market value.The filing confirmed a series of recent Reuters reports about the IPO.SpaceX has grown into the world's largest space business since its founding in 2002 by launching thousands of Starlink internet satellites. Its pioneering use of reusable rockets has transformed the economics of space, forcing competitors like Jeff Bezos' Blue Origin to play catch-up.While SpaceX made its name by building rockets and launching satellites into space, most of its $18.67 billion in revenue last year came from its Starlink satellite internet business and much of its future growth hinges on artificial intelligence-related businesses. Its nascent xAI unit still loses money, according to the filing.A successful sale could value the company at a record-setting $1.75 trillion, which would put its founder on track to become the first trillionaire in history, validating years of defying accepted logic through the development of rockets that can land and be flown again.The company's regulatory disclosure comes during a critical week for the rocket maker, which is preparing to launch a test flight of its next-generation Starship rocket.Musk's plans for lunar and Mars missions and to expand its Starlink satellite internet business depend on the new rocket. The test launch, originally scheduled for Tuesday, is now expected later this week.The board has given Musk control over the company, but ties much of his compensation to audacious targets of establishing a permanent human colony on Mars and building space data centers with compute capacity powered by the equivalent of 100 terawatts, or 100,000 one-gigawatt nuclear reactors, Reuters previously reported.Musk will retain 85.1% of the combined voting power of the company, the filing showed.SpaceX is aiming to list its shares as early as June 12, with a roadshow launch targeted for June 4 and the share sale expected as early as June 11, Reuters reported last week.'HALO EFFECT'Musk's CEO celebrity persona may matter more to some investors than SpaceX's underlying business fundamentals, analysts and academics said, because there are no other comparable companies against which to benchmark its valuation.The company said it was targeting a potential total market of $28.5 trillion across its businesses, with a majority of that possible revenue tied to AI.The figures, disclosed for the first time to the public in its S-1 regulatory filing, show how SpaceX depends on its Starlink-driven revenue base, but believes its long-term prospects center around AI and related infrastructure operations that are currently unprofitable.SpaceX will use a dual-class share structure that gives Class B shareholders 10 votes each, concentrating control with Musk and a handful of other insiders, while Class A shares sold to public investors will carry one vote each, the prospectus showed.The company has adopted numerous provisions that, taken together, severely limit shareholder rights, forcing legal claims through arbitration, restricting where cases can be filed and protecting Musk from being fired by anyone other than Musk .The company reported revenue of $4.69 billion in the three months ended March 31, compared with $4.07 billion a year earlier. The loss over the same period came in at $1.27 per share, compared with a loss of 18 cents a year earlier.The scale of the offering has drawn attention to the increasingly interconnected structure of Musk's business empire, often dubbed the \"Muskonomy,\" which includes leading electric vehicle company Tesla, as well as his businesses in AI and brain-chip implants.SpaceX merged with Musk's artificial intelligence startup xAI in a deal that valued the rocket company at $1 trillion and the developer of the Grok chatbot at $250 billion.Mapping SpaceX’s valuation surgeSPACE RACEThe race to commercialize space has intensified as private companies led by SpaceX and Blue Origin compete to slash launch costs, deploy satellite networks and secure government contracts.SpaceX's revenue is driven by Starlink, the world's largest satellite operator. The network of about 10,000 satellites offers broadband internet to consumers, governments and enterprise customers. But the company's expanding footprint across aviation, maritime and enterprise markets is helping turn capital-intensive space projects into a recurring revenue engine.High-profile AI firms, including OpenAI and Anthropic, are also exploring potential public listings later in 2026.SpaceX plans to earmark a significant portion of shares for retail investors and will host about 1,500 of them at an event in June, Reuters reported in April.The company is expected to list on the Nasdaq and Nasdaq Texas under the ticker symbol \"SPCX.\"Goldman Sachs, Morgan Stanley, Bank of America, Citigroup and J.P. Morgan are the bookrunners.Saudi Aramco leads record IPOs, SpaceX could rewrite rankings","news_type":1,"symbols_score_info":{"07366":0.6,"TSLL":0.6,"TSII":0.6,"TSLI":0.6,"TSLY":0.6,"TSYY":0.6,"TSLO":0.6,"CRSH":0.6,"TSL":0.6,"TSLW":0.6,"TSLT":0.6,"DXYZ":1.67,"TSLG":0.6,"GSX":0.6,"TLA":0.6,"TSDD":0.6,"07766":0.6,"09766":0.6,"TSLP":0.6,"TEST":0.6,"TSLQ":0.6,"TSLZ":0.6,"TSLR":0.6,"09366":0.6,"TESL":0.6,"TSLS":0.6}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":565941653730216,"gmtCreate":1779202567009,"gmtModify":1779202570874,"author":{"id":"4235649508181162","authorId":"4235649508181162","name":"wig trader","avatar":"https://community-static.tradeup.com/news/cce95fd388d3781c6f60635e31c475df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235649508181162","idStr":"4235649508181162"},"themes":[],"title":"","htmlText":"Well why some huge share owner just sell millions (trimmed ? Little more than trimming) he knows something and it's not that nvad (NVIDIA) is going up to 3p0 bucks a share","listText":"Well why some huge share owner just sell millions (trimmed ? Little more than trimming) he knows something and it's not that nvad (NVIDIA) is going up to 3p0 bucks a share","text":"Well why some huge share owner just sell millions (trimmed ? Little more than trimming) he knows something and it's not that nvad (NVIDIA) is going up to 3p0 bucks a share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/565941653730216","repostId":"2636000188","repostType":2,"repost":{"id":"2636000188","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":1779182859,"share":"https://ttm.financial/m/news/2636000188?lang=en_US&edition=fundamental","pubTime":"2026-05-19 17:27","market":"us","language":"en","title":"How Nvidia Stock Can Hit $300 After Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2636000188","media":"Dow Jones","summary":"$Nvidia(NVDA)$ stock has lost some momentum recently, but analysts believe the chip maker can reassert its dominance in artificial-intelligence processors when fiscal first-quarter earnings arrive...","content":"<html><head></head><body><p><strong>Key Points</strong></p><ul style=\"\"><li><p>Morgan Stanley analyst Joe Moore elevated Nvidia to his “top pick” in March.</p></li><li><p>KeyBanc raised Nvidia’s target price to $300 from $275, expecting strong results driven by Blackwell Ultra and Rubin GPU demand.</p></li><li><p>Investors seek Nvidia’s strategy for AI inference amid competition, with CPU server racks expected at Computex in early June.</p></li></ul><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> stock has lost some momentum recently, but analysts believe the chip maker can reassert its dominance in artificial-intelligence processors when fiscal first-quarter earnings arrive this week.</p><p>Ahead of the report on Wednesday, shares were picking up fresh support on Wall Street. That included a fresh vote of confidence from Morgan Stanley analyst Joe Moore, who elevated Nvidia to his &#34;top pick&#34; in March. The price had fallen to a below-market valuation multiple at the time, creating what Moore saw as a buying opportunity.</p><p>It has taken time for investor enthusiasm to return to the story, as the secondary and tertiary beneficiaries of AI continue to outperform, Moore noted on Monday. (Optical networking companies like Lumentum and Coherent are just two examples of peripheral players that have rallied recently.)</p><p>Moore believes &#34;the quarter will be a positive step towards a stock rerating.&#34; However, as demand for AI chips remains high and supply limited, Nvidia won&#39;t be able to say much on the earnings call to settle the longer-term debate over its ability to retain market share.</p><p>Investors should expect a &#34;typical beat and raise pattern,&#34; Moore wrote, while raising his estimates for total data-center revenue. He rates the stock at Overweight with a $285 price target, up from $260.</p><p>Moore&#39;s bullish call came even as Nvidia shares slipped 1.3% to $222.23 on Monday, lagging behind the Nasdaq Composite. The stock&#39;s run-up ground to a halt last Friday as investors were rattled by rising borrowing costs.</p><p>On the heels of that pullback, analysts were largely upbeat. KeyBanc analyst John Vinh raised his target price to $300 from $275 and kept an Overweight rating on the shares, citing demand for Nvidia&#39;s graphics-processing units, which have cornered the market for high-performance tasks like AI model training.</p><p>&#34;We expect Nvidia to report strong results and guidance driven primarily by increased demand for Blackwell Ultra GPUs and initial shipments of Rubin GPUs,&#34; Vinh wrote.</p><p>Investors are likely waiting to hear about Nvidia&#39;s plans to dominate inference -- the process of running AI models -- against the backdrop of ramping competition from the likes of newly listed <a href=\"https://laohu8.com/S/CBRS\">Cerebras Systems</a>.</p><p>Much of the excitement has centered on central-processing units (CPUs), which are viewed as the most cost-efficient way of conducting inference. Vinh expects Nvidia to announce stand-alone CPU server racks at the Computex conference in Taiwan next month.</p><p>D.A. Davidson analyst Gil Luria also raised his target price to $300, from $250. In his view, Nvidia&#39;s strong supply-chain management can be an advantage.</p><p>&#34;Nvidia GPUs are much less of a bottleneck than CPUs, advanced packaging and memory, which isn&#39;t all a bad thing,&#34; Luria wrote. &#34;Nvidia understood the demand patterns first, which is why it is adapting to memory shortages and even talking about the previously unthinkable -- selling CPUs on a stand-alone basis.&#34;</p><p>Paul Meeks, managing director at Freedom Capital Markets, noted that Nvidia is valued at roughly 20 times its expected earnings for fiscal 2028, with its adjusted earnings expected to grow 73% in fiscal 2027 and 36% in fiscal 2028.</p><p>&#34;Unless you think Nvidia&#39;s business is going to collapse in the following year, which I don&#39;t, you should probably bet on this stock for the next 2 years, or at least up to $300,&#34; Meeks asserted.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Nvidia Stock Can Hit $300 After Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow Nvidia Stock Can Hit $300 After Earnings\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\">2026-05-19 17:27</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Key Points</strong></p><ul style=\"\"><li><p>Morgan Stanley analyst Joe Moore elevated Nvidia to his “top pick” in March.</p></li><li><p>KeyBanc raised Nvidia’s target price to $300 from $275, expecting strong results driven by Blackwell Ultra and Rubin GPU demand.</p></li><li><p>Investors seek Nvidia’s strategy for AI inference amid competition, with CPU server racks expected at Computex in early June.</p></li></ul><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> stock has lost some momentum recently, but analysts believe the chip maker can reassert its dominance in artificial-intelligence processors when fiscal first-quarter earnings arrive this week.</p><p>Ahead of the report on Wednesday, shares were picking up fresh support on Wall Street. That included a fresh vote of confidence from Morgan Stanley analyst Joe Moore, who elevated Nvidia to his &#34;top pick&#34; in March. The price had fallen to a below-market valuation multiple at the time, creating what Moore saw as a buying opportunity.</p><p>It has taken time for investor enthusiasm to return to the story, as the secondary and tertiary beneficiaries of AI continue to outperform, Moore noted on Monday. (Optical networking companies like Lumentum and Coherent are just two examples of peripheral players that have rallied recently.)</p><p>Moore believes &#34;the quarter will be a positive step towards a stock rerating.&#34; However, as demand for AI chips remains high and supply limited, Nvidia won&#39;t be able to say much on the earnings call to settle the longer-term debate over its ability to retain market share.</p><p>Investors should expect a &#34;typical beat and raise pattern,&#34; Moore wrote, while raising his estimates for total data-center revenue. He rates the stock at Overweight with a $285 price target, up from $260.</p><p>Moore&#39;s bullish call came even as Nvidia shares slipped 1.3% to $222.23 on Monday, lagging behind the Nasdaq Composite. The stock&#39;s run-up ground to a halt last Friday as investors were rattled by rising borrowing costs.</p><p>On the heels of that pullback, analysts were largely upbeat. KeyBanc analyst John Vinh raised his target price to $300 from $275 and kept an Overweight rating on the shares, citing demand for Nvidia&#39;s graphics-processing units, which have cornered the market for high-performance tasks like AI model training.</p><p>&#34;We expect Nvidia to report strong results and guidance driven primarily by increased demand for Blackwell Ultra GPUs and initial shipments of Rubin GPUs,&#34; Vinh wrote.</p><p>Investors are likely waiting to hear about Nvidia&#39;s plans to dominate inference -- the process of running AI models -- against the backdrop of ramping competition from the likes of newly listed <a href=\"https://laohu8.com/S/CBRS\">Cerebras Systems</a>.</p><p>Much of the excitement has centered on central-processing units (CPUs), which are viewed as the most cost-efficient way of conducting inference. Vinh expects Nvidia to announce stand-alone CPU server racks at the Computex conference in Taiwan next month.</p><p>D.A. Davidson analyst Gil Luria also raised his target price to $300, from $250. In his view, Nvidia&#39;s strong supply-chain management can be an advantage.</p><p>&#34;Nvidia GPUs are much less of a bottleneck than CPUs, advanced packaging and memory, which isn&#39;t all a bad thing,&#34; Luria wrote. &#34;Nvidia understood the demand patterns first, which is why it is adapting to memory shortages and even talking about the previously unthinkable -- selling CPUs on a stand-alone basis.&#34;</p><p>Paul Meeks, managing director at Freedom Capital Markets, noted that Nvidia is valued at roughly 20 times its expected earnings for fiscal 2028, with its adjusted earnings expected to grow 73% in fiscal 2027 and 36% in fiscal 2028.</p><p>&#34;Unless you think Nvidia&#39;s business is going to collapse in the following year, which I don&#39;t, you should probably bet on this stock for the next 2 years, or at least up to $300,&#34; Meeks asserted.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LITX":"Tradr 2X Long LITE Daily ETF","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2860962120.EUR":"CPR INVEST - 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GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","BK4592":"伊斯兰概念","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","BK4549":"软银资本持仓","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4548":"巴美列捷福持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","BK4554":"元宇宙及AR概念","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0072462426.USD":"贝莱德全球配置 A2","LU0011850046.USD":"贝莱德全球长线股票 A2 USD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2636000188","content_text":"Key PointsMorgan Stanley analyst Joe Moore elevated Nvidia to his “top pick” in March.KeyBanc raised Nvidia’s target price to $300 from $275, expecting strong results driven by Blackwell Ultra and Rubin GPU demand.Investors seek Nvidia’s strategy for AI inference amid competition, with CPU server racks expected at Computex in early June.Nvidia stock has lost some momentum recently, but analysts believe the chip maker can reassert its dominance in artificial-intelligence processors when fiscal first-quarter earnings arrive this week.Ahead of the report on Wednesday, shares were picking up fresh support on Wall Street. That included a fresh vote of confidence from Morgan Stanley analyst Joe Moore, who elevated Nvidia to his \"top pick\" in March. The price had fallen to a below-market valuation multiple at the time, creating what Moore saw as a buying opportunity.It has taken time for investor enthusiasm to return to the story, as the secondary and tertiary beneficiaries of AI continue to outperform, Moore noted on Monday. (Optical networking companies like Lumentum and Coherent are just two examples of peripheral players that have rallied recently.)Moore believes \"the quarter will be a positive step towards a stock rerating.\" However, as demand for AI chips remains high and supply limited, Nvidia won't be able to say much on the earnings call to settle the longer-term debate over its ability to retain market share.Investors should expect a \"typical beat and raise pattern,\" Moore wrote, while raising his estimates for total data-center revenue. He rates the stock at Overweight with a $285 price target, up from $260.Moore's bullish call came even as Nvidia shares slipped 1.3% to $222.23 on Monday, lagging behind the Nasdaq Composite. The stock's run-up ground to a halt last Friday as investors were rattled by rising borrowing costs.On the heels of that pullback, analysts were largely upbeat. KeyBanc analyst John Vinh raised his target price to $300 from $275 and kept an Overweight rating on the shares, citing demand for Nvidia's graphics-processing units, which have cornered the market for high-performance tasks like AI model training.\"We expect Nvidia to report strong results and guidance driven primarily by increased demand for Blackwell Ultra GPUs and initial shipments of Rubin GPUs,\" Vinh wrote.Investors are likely waiting to hear about Nvidia's plans to dominate inference -- the process of running AI models -- against the backdrop of ramping competition from the likes of newly listed Cerebras Systems.Much of the excitement has centered on central-processing units (CPUs), which are viewed as the most cost-efficient way of conducting inference. Vinh expects Nvidia to announce stand-alone CPU server racks at the Computex conference in Taiwan next month.D.A. Davidson analyst Gil Luria also raised his target price to $300, from $250. In his view, Nvidia's strong supply-chain management can be an advantage.\"Nvidia GPUs are much less of a bottleneck than CPUs, advanced packaging and memory, which isn't all a bad thing,\" Luria wrote. \"Nvidia understood the demand patterns first, which is why it is adapting to memory shortages and even talking about the previously unthinkable -- selling CPUs on a stand-alone basis.\"Paul Meeks, managing director at Freedom Capital Markets, noted that Nvidia is valued at roughly 20 times its expected earnings for fiscal 2028, with its adjusted earnings expected to grow 73% in fiscal 2027 and 36% in fiscal 2028.\"Unless you think Nvidia's business is going to collapse in the following year, which I don't, you should probably bet on this stock for the next 2 years, or at least up to $300,\" Meeks asserted.","news_type":1,"symbols_score_info":{"COHX":0.6,"NVDD":0.6,"NVDB":0.6,"07788":0.6,"NVDA":2,"NVYY":0.6,"NVDO":0.6,"NVDW":0.6,"ANV":0.6,"NVDU":0.6,"NVDX":0.6,"LITX":0.6,"NVDS":0.6,"NVDL":0.6,"07388":0.6,"DIPS":0.6,"NVII":0.6,"NVDG":0.6,"NVDY":0.6,"NVD":0.6,"NVDQ":0.6}},"isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4235649508181162","authorId":"4235649508181162","name":"wig trader","avatar":"https://community-static.tradeup.com/news/cce95fd388d3781c6f60635e31c475df","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4235649508181162","idStr":"4235649508181162"},"content":"I don't like that when I publish/post a comment I then proof read after thinking I can correct any bad grammar or poor punctuation, to my regret I will learn to proof read before posting in future","text":"I don't like that when I publish/post a comment I then proof read after thinking I can correct any bad grammar or poor punctuation, to my regret I will learn to proof read before posting in future","html":"I don't like that when I publish/post a comment I then proof read after thinking I can correct any bad grammar or poor punctuation, to my regret I will learn to proof read before posting in future"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":565935446020624,"gmtCreate":1779200942169,"gmtModify":1779200946300,"author":{"id":"4235649508181162","authorId":"4235649508181162","name":"wig trader","avatar":"https://community-static.tradeup.com/news/cce95fd388d3781c6f60635e31c475df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235649508181162","idStr":"4235649508181162"},"themes":[],"title":"","htmlText":"I just got sosx because of info from tiger brokers, and bought shares , the market opens at 11:30 pm in Australia, by 12:30 I had (shares) had increased 9% (60 mins) , just pointing out, doing it research pays off Thank tiger brokers for helping&nbsp;","listText":"I just got sosx because of info from tiger brokers, and bought shares , the market opens at 11:30 pm in Australia, by 12:30 I had (shares) had increased 9% (60 mins) , just pointing out, doing it research pays off Thank tiger brokers for helping&nbsp;","text":"I just got sosx because of info from tiger brokers, and bought shares , the market opens at 11:30 pm in Australia, by 12:30 I had (shares) had increased 9% (60 mins) , just pointing out, doing it research pays off Thank tiger brokers for helping","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/565935446020624","repostId":"1129624488","repostType":2,"repost":{"id":"1129624488","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1779199983,"share":"https://ttm.financial/m/news/1129624488?lang=en_US&edition=fundamental","pubTime":"2026-05-19 22:13","market":"nz","language":"en","title":"Stock Track | Direxion Daily Semiconductors Bear 3x Shares Soars 7.55% Intraday as Chip Stocks Tumble on Overvaluation and Supply Concerns","url":"https://stock-news.laohu8.com/highlight/detail?id=1129624488","media":"Stock Track","summary":"Direxion Daily Semiconductors Bear 3x Shares (SOXS) surged 7.55% intraday on Tuesday, as the leveraged exchange-traded fund that delivers three times the inverse daily performance of semiconductor...","content":"<p>Direxion Daily Semiconductors Bear 3x Shares (SOXS) surged 7.55% intraday on Tuesday, as the leveraged exchange-traded fund that delivers three times the inverse daily performance of semiconductor stocks benefited from a broad selloff in the chip sector.</p><p>The sharp rise in the bearish ETF came as chip and storage shares fell across the board. Market reports indicated that semiconductor-related stocks including the Direxion Daily Semiconductor Bull 3x Shares (SOXL), Qualcomm, and Broadcom were down about 3%, while Seagate Technology, Western Digital, and SMCI declined over 2%. Memory chip stocks Micron and SanDisk also moved lower, extending a recent selloff in AI memory stocks.</p><p>The downturn reflects growing investor concerns about semiconductor stock valuations and future market dynamics. According to Seaport Research, following a parabolic surge, semiconductor stocks have advanced beyond their fundamental valuations, suggesting the uptrend may be unsustainable. Furthermore, industry experts have warned that memory prices could drop next year or in early 2028 as Chinese companies aggressively expand production capacity, potentially shifting the market from the current shortage to an oversupply situation.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | Direxion Daily Semiconductors Bear 3x Shares Soars 7.55% Intraday as Chip Stocks Tumble on Overvaluation and Supply Concerns</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | Direxion Daily Semiconductors Bear 3x Shares Soars 7.55% Intraday as Chip Stocks Tumble on Overvaluation and Supply Concerns\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-05-19 22:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Direxion Daily Semiconductors Bear 3x Shares (SOXS) surged 7.55% intraday on Tuesday, as the leveraged exchange-traded fund that delivers three times the inverse daily performance of semiconductor stocks benefited from a broad selloff in the chip sector.</p><p>The sharp rise in the bearish ETF came as chip and storage shares fell across the board. Market reports indicated that semiconductor-related stocks including the Direxion Daily Semiconductor Bull 3x Shares (SOXL), Qualcomm, and Broadcom were down about 3%, while Seagate Technology, Western Digital, and SMCI declined over 2%. Memory chip stocks Micron and SanDisk also moved lower, extending a recent selloff in AI memory stocks.</p><p>The downturn reflects growing investor concerns about semiconductor stock valuations and future market dynamics. According to Seaport Research, following a parabolic surge, semiconductor stocks have advanced beyond their fundamental valuations, suggesting the uptrend may be unsustainable. Furthermore, industry experts have warned that memory prices could drop next year or in early 2028 as Chinese companies aggressively expand production capacity, potentially shifting the market from the current shortage to an oversupply situation.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOXS":"三倍做空半导体ETF-Direxion Daily"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129624488","content_text":"Direxion Daily Semiconductors Bear 3x Shares (SOXS) surged 7.55% intraday on Tuesday, as the leveraged exchange-traded fund that delivers three times the inverse daily performance of semiconductor stocks benefited from a broad selloff in the chip sector.The sharp rise in the bearish ETF came as chip and storage shares fell across the board. Market reports indicated that semiconductor-related stocks including the Direxion Daily Semiconductor Bull 3x Shares (SOXL), Qualcomm, and Broadcom were down about 3%, while Seagate Technology, Western Digital, and SMCI declined over 2%. Memory chip stocks Micron and SanDisk also moved lower, extending a recent selloff in AI memory stocks.The downturn reflects growing investor concerns about semiconductor stock valuations and future market dynamics. According to Seaport Research, following a parabolic surge, semiconductor stocks have advanced beyond their fundamental valuations, suggesting the uptrend may be unsustainable. Furthermore, industry experts have warned that memory prices could drop next year or in early 2028 as Chinese companies aggressively expand production capacity, potentially shifting the market from the current shortage to an oversupply situation.","news_type":1,"symbols_score_info":{"SOXS":1}},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":565911400165400,"gmtCreate":1779198823307,"gmtModify":1779198828615,"author":{"id":"4235649508181162","authorId":"4235649508181162","name":"wig trader","avatar":"https://community-static.tradeup.com/news/cce95fd388d3781c6f60635e31c475df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235649508181162","idStr":"4235649508181162"},"themes":[],"title":"","htmlText":"Has rocket laboratories finished it's humungous rise over this past year, I actually believe after this pullback period flattens , both shares in the satailite global mapping company PLANET LABS and ROCKET LABS will continue to rise over 2 months so maybe a good time to buy rocket labs while it has this down period&nbsp; Well I'm hoping so , I have 4k AUD on planet labs and 1000 AUD rocket labs but I only got rocket laboratories about 6 weeks ago and this was the second drawback (there were more small ones ) but only 2 since I've had them I predict 2 great companies with positive future profits that could exceed 15-20% within as little as&nbsp;8 weeks&nbsp;","listText":"Has rocket laboratories finished it's humungous rise over this past year, I actually believe after this pullback period flattens , both shares in the satailite global mapping company PLANET LABS and ROCKET LABS will continue to rise over 2 months so maybe a good time to buy rocket labs while it has this down period&nbsp; Well I'm hoping so , I have 4k AUD on planet labs and 1000 AUD rocket labs but I only got rocket laboratories about 6 weeks ago and this was the second drawback (there were more small ones ) but only 2 since I've had them I predict 2 great companies with positive future profits that could exceed 15-20% within as little as&nbsp;8 weeks&nbsp;","text":"Has rocket laboratories finished it's humungous rise over this past year, I actually believe after this pullback period flattens , both shares in the satailite global mapping company PLANET LABS and ROCKET LABS will continue to rise over 2 months so maybe a good time to buy rocket labs while it has this down period Well I'm hoping so , I have 4k AUD on planet labs and 1000 AUD rocket labs but I only got rocket laboratories about 6 weeks ago and this was the second drawback (there were more small ones ) but only 2 since I've had them I predict 2 great companies with positive future profits that could exceed 15-20% within as little as 8 weeks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/565911400165400","repostId":"1130529777","repostType":4,"repost":{"id":"1130529777","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1779197999,"share":"https://ttm.financial/m/news/1130529777?lang=en_US&edition=fundamental","pubTime":"2026-05-19 21:39","market":"nz","language":"en","title":"Stock Track | Rocket Lab USA Plummets 5.26% Intraday as Profit-Taking Continues After 131% Post-Earnings Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1130529777","media":"Stock Track","summary":"Rocket Lab USA, Inc. (RKLB) saw its stock price plummet 5.26% during intraday trading on Tuesday. The decline represents a continuation of the recent pullback in the commercial aerospace sector.The...","content":"<p>Rocket Lab USA, Inc. (RKLB) saw its stock price plummet 5.26% during intraday trading on Tuesday. The decline represents a continuation of the recent pullback in the commercial aerospace sector.</p><p>The movement is attributed to ongoing technical correction and profit-taking by investors, following an extraordinary rally that saw the stock surge over 131% in recent weeks. This significant appreciation came after the company reported record first-quarter results, including substantial revenue growth and a historically high gross margin.</p><p>Market analysts view the current price action as a natural consolidation phase as investors digest the rapid gains following the strong earnings performance, with momentum in the sector showing signs of cooling after the post-earnings surge.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | Rocket Lab USA Plummets 5.26% Intraday as Profit-Taking Continues After 131% Post-Earnings Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | Rocket Lab USA Plummets 5.26% Intraday as Profit-Taking Continues After 131% Post-Earnings Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-05-19 21:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Rocket Lab USA, Inc. (RKLB) saw its stock price plummet 5.26% during intraday trading on Tuesday. The decline represents a continuation of the recent pullback in the commercial aerospace sector.</p><p>The movement is attributed to ongoing technical correction and profit-taking by investors, following an extraordinary rally that saw the stock surge over 131% in recent weeks. This significant appreciation came after the company reported record first-quarter results, including substantial revenue growth and a historically high gross margin.</p><p>Market analysts view the current price action as a natural consolidation phase as investors digest the rapid gains following the strong earnings performance, with momentum in the sector showing signs of cooling after the post-earnings surge.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RKLB":"Rocket Lab USA, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130529777","content_text":"Rocket Lab USA, Inc. (RKLB) saw its stock price plummet 5.26% during intraday trading on Tuesday. The decline represents a continuation of the recent pullback in the commercial aerospace sector.The movement is attributed to ongoing technical correction and profit-taking by investors, following an extraordinary rally that saw the stock surge over 131% in recent weeks. This significant appreciation came after the company reported record first-quarter results, including substantial revenue growth and a historically high gross margin.Market analysts view the current price action as a natural consolidation phase as investors digest the rapid gains following the strong earnings performance, with momentum in the sector showing signs of cooling after the post-earnings surge.","news_type":1,"symbols_score_info":{"RKLB":1}},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":564378140865800,"gmtCreate":1778820765276,"gmtModify":1778820769136,"author":{"id":"4235649508181162","authorId":"4235649508181162","name":"wig trader","avatar":"https://community-static.tradeup.com/news/cce95fd388d3781c6f60635e31c475df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235649508181162","idStr":"4235649508181162"},"themes":[],"title":"","htmlText":"Need to read this later , so I comment on it so I don't not get access to it later","listText":"Need to read this later , so I comment on it so I don't not get access to it later","text":"Need to read this later , so I comment on it so I don't not get access to it later","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/564378140865800","repostId":"2635271777","repostType":2,"repost":{"id":"2635271777","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":1778816854,"share":"https://ttm.financial/m/news/2635271777?lang=en_US&edition=fundamental","pubTime":"2026-05-15 11:47","market":"fut","language":"en","title":"Rocket Lab, and 3 More Space Stocks to Buy Ahead of SpaceX's Massive IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=2635271777","media":"Dow Jones","summary":"Space is hot, and New Street Research has four Buy-rated stocks to play the trend.On Wednesday, New Street launched coverage of 10 stocks: AST SpaceMobile, Eutelsat, Iridium, Planet Labs, Rocket Lab, EchoStar, SES, Space42, Telesat, and Viasat.New Street plans to pick up coverage of SpaceX ahead of its record-setting IPO. SpaceX plans to raise as much as $75 billion, valuing Elon Musk's rocket company at up to $2 trillion, in a midyear IPO.\"Space is the next frontier,\" wrote the broker, poised to capture \"trillions of dollars of economic growth over the next two decades, disrupting and growing multiple terrestrial industries.\". Some of those industries are telecom, with space-based systems delivering wireless service. Alphabet and SpaceX also want to put AI data centers in space. Defense applications in space will also proliferate in the coming years.Rocket Lab is the only Western alternative to SpaceX's dominance in launch services. Viasat and UAE-based Space42 have attractive spectru","content":"<html><head></head><body><p>Space is hot, and New Street Research has four Buy-rated stocks to play the trend.</p><p>On Wednesday, New Street launched coverage of 10 stocks: <a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile</a>, Eutelsat, Iridium, <a href=\"https://laohu8.com/S/PL\">Planet Labs</a>, <a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a>, <a href=\"https://laohu8.com/S/SATS\">EchoStar</a>, SES, Space42, Telesat, and Viasat.</p><p>New Street plans to pick up coverage of SpaceX ahead of its record-setting IPO. SpaceX plans to raise as much as $75 billion, valuing Elon Musk&#39;s rocket company at up to $2 trillion, in a midyear IPO.</p><p>&#34;Space is the next frontier,&#34; wrote the broker, poised to capture &#34;trillions of dollars of economic growth over the next two decades, disrupting and growing multiple terrestrial industries.&#34;</p><p>Some of those industries are telecom, with space-based systems delivering wireless service. Alphabet and SpaceX also want to put AI data centers in space. Defense applications in space will also proliferate in the coming years.</p><p>All the growth is enabled by lower costs to reach space, thanks mainly to SpaceX for pioneering reusable rockets. SpaceX&#39;s huge new Starship launch system could cut costs to reach orbit by 90% compared with its Falcon 9 rocket, which, in turn, cut costs to reach space by more than 95% compared with the Space Shuttle.</p><p>New Street&#39;s four Buy-rated stocks are: Rocket Lab, Space42, Viasat, and EchoStar.</p><p>Rocket Lab is the only Western alternative to SpaceX&#39;s dominance in launch services. Viasat and UAE-based Space42 have attractive spectrum assets. ( Wireless spectrum is the frequencies over which calls and data travel.) EchoStar has a significant stake in SpaceX as well as spectrum assets.</p><p>Satellite operators AST, SES, and Iridium are rated Hold.</p><p>Eutelsat, Planet Labs, and Telesat are rated Sell. Eutelsat and Telesat operate satellites and face competition from SpaceX&#39;s Starlink space-based broadband product. Planet Labs has an attractive Earth imaging business, but its &#34;valuation is ahead of [its] potential,&#34; wrote New Street.</p><p>Wall Street likes New Street&#39;s Buy-rated stocks. Overall, 80% of analysts covering Rocket Lab rate shares Buy. The average Buy-rating ratio for stocks in the S&amp;P 500 typically ranges from 55% to 60%. The average analyst price target for Rocket Lab stock is about $105. New Street&#39;s target is $150.</p><p>Rocket Lab stock closed at $124.15 on Wednesday. Shares have risen 415% over the past 12 months on strong results and optimism about the space economy. Gains left the stock trading at 111 times sales expected over the coming 12 months. The company is expected to be profitable by 2028, according to FactSet.</p><p>(New Street&#39;s target price is partly based on paying 30 times for 2030&#39;s operating profit.)</p><p>For EchoStar, 67% of analysts covering the stock rate shares Buy. The average price target is about $140. New Street&#39;s target is $161. Shares closed on Wednesday at $133.23.</p><p>And 70% of analysts covering Viasat rate shares Buy. The average price target is about $66. New Street&#39;s target is $100. Shares closed at $70.58 on Wednesday.</p><p>Only two analysts cover Space42, including New Street. Both rates share Buy. The target price is 3.60 U.A.E. Dirham. Shares recently traded at 1.60 U.A.E. Dirham.</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>Rocket Lab, and 3 More Space Stocks to Buy Ahead of SpaceX's Massive IPO</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\">\nRocket Lab, and 3 More Space Stocks to Buy Ahead of SpaceX's Massive IPO\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\">2026-05-15 11:47</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Space is hot, and New Street Research has four Buy-rated stocks to play the trend.</p><p>On Wednesday, New Street launched coverage of 10 stocks: <a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile</a>, Eutelsat, Iridium, <a href=\"https://laohu8.com/S/PL\">Planet Labs</a>, <a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a>, <a href=\"https://laohu8.com/S/SATS\">EchoStar</a>, SES, Space42, Telesat, and Viasat.</p><p>New Street plans to pick up coverage of SpaceX ahead of its record-setting IPO. SpaceX plans to raise as much as $75 billion, valuing Elon Musk&#39;s rocket company at up to $2 trillion, in a midyear IPO.</p><p>&#34;Space is the next frontier,&#34; wrote the broker, poised to capture &#34;trillions of dollars of economic growth over the next two decades, disrupting and growing multiple terrestrial industries.&#34;</p><p>Some of those industries are telecom, with space-based systems delivering wireless service. Alphabet and SpaceX also want to put AI data centers in space. Defense applications in space will also proliferate in the coming years.</p><p>All the growth is enabled by lower costs to reach space, thanks mainly to SpaceX for pioneering reusable rockets. SpaceX&#39;s huge new Starship launch system could cut costs to reach orbit by 90% compared with its Falcon 9 rocket, which, in turn, cut costs to reach space by more than 95% compared with the Space Shuttle.</p><p>New Street&#39;s four Buy-rated stocks are: Rocket Lab, Space42, Viasat, and EchoStar.</p><p>Rocket Lab is the only Western alternative to SpaceX&#39;s dominance in launch services. Viasat and UAE-based Space42 have attractive spectrum assets. ( Wireless spectrum is the frequencies over which calls and data travel.) EchoStar has a significant stake in SpaceX as well as spectrum assets.</p><p>Satellite operators AST, SES, and Iridium are rated Hold.</p><p>Eutelsat, Planet Labs, and Telesat are rated Sell. Eutelsat and Telesat operate satellites and face competition from SpaceX&#39;s Starlink space-based broadband product. Planet Labs has an attractive Earth imaging business, but its &#34;valuation is ahead of [its] potential,&#34; wrote New Street.</p><p>Wall Street likes New Street&#39;s Buy-rated stocks. Overall, 80% of analysts covering Rocket Lab rate shares Buy. The average Buy-rating ratio for stocks in the S&amp;P 500 typically ranges from 55% to 60%. The average analyst price target for Rocket Lab stock is about $105. New Street&#39;s target is $150.</p><p>Rocket Lab stock closed at $124.15 on Wednesday. Shares have risen 415% over the past 12 months on strong results and optimism about the space economy. Gains left the stock trading at 111 times sales expected over the coming 12 months. The company is expected to be profitable by 2028, according to FactSet.</p><p>(New Street&#39;s target price is partly based on paying 30 times for 2030&#39;s operating profit.)</p><p>For EchoStar, 67% of analysts covering the stock rate shares Buy. The average price target is about $140. New Street&#39;s target is $161. Shares closed on Wednesday at $133.23.</p><p>And 70% of analysts covering Viasat rate shares Buy. The average price target is about $66. New Street&#39;s target is $100. Shares closed at $70.58 on Wednesday.</p><p>Only two analysts cover Space42, including New Street. Both rates share Buy. The target price is 3.60 U.A.E. Dirham. Shares recently traded at 1.60 U.A.E. Dirham.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UFO":"Procure Space ETF","SATS":"回声星通信","ASTX":"2倍做多ASTS ETF-Tradr","BK4089":"非传统电信运营商","RKLX":"2倍做多RKLB ETF-Defiance","ARKX":"ARK Space Exploration & Innovation ETF","BK4100":"有线和卫星","RKLB":"Rocket Lab USA, Inc.","BK4564":"太空概念","IE0009354923.USD":"JANUS HENDERSON US VENTURE \"A2\" (USD) ACC","BK4187":"航天航空与国防","PLU":"Defiance Daily Target 2X Long PL ETF","BK4020":"通信设备","VSAT":"卫讯公司","SATG":"2倍做多SATS ETF-Leverage Shares","BK4123":"调查和咨询服务","BK4544":"ARK ETF合集","RKLZ":"2倍做空RKLB ETF-Defiance","ASTN":"Defiance Daily Target 2X Short ASTS ETF","PL":"Planet  Labs Pbc"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2635271777","content_text":"Space is hot, and New Street Research has four Buy-rated stocks to play the trend.On Wednesday, New Street launched coverage of 10 stocks: AST SpaceMobile, Eutelsat, Iridium, Planet Labs, Rocket Lab, EchoStar, SES, Space42, Telesat, and Viasat.New Street plans to pick up coverage of SpaceX ahead of its record-setting IPO. SpaceX plans to raise as much as $75 billion, valuing Elon Musk's rocket company at up to $2 trillion, in a midyear IPO.\"Space is the next frontier,\" wrote the broker, poised to capture \"trillions of dollars of economic growth over the next two decades, disrupting and growing multiple terrestrial industries.\"Some of those industries are telecom, with space-based systems delivering wireless service. Alphabet and SpaceX also want to put AI data centers in space. Defense applications in space will also proliferate in the coming years.All the growth is enabled by lower costs to reach space, thanks mainly to SpaceX for pioneering reusable rockets. SpaceX's huge new Starship launch system could cut costs to reach orbit by 90% compared with its Falcon 9 rocket, which, in turn, cut costs to reach space by more than 95% compared with the Space Shuttle.New Street's four Buy-rated stocks are: Rocket Lab, Space42, Viasat, and EchoStar.Rocket Lab is the only Western alternative to SpaceX's dominance in launch services. Viasat and UAE-based Space42 have attractive spectrum assets. ( Wireless spectrum is the frequencies over which calls and data travel.) EchoStar has a significant stake in SpaceX as well as spectrum assets.Satellite operators AST, SES, and Iridium are rated Hold.Eutelsat, Planet Labs, and Telesat are rated Sell. Eutelsat and Telesat operate satellites and face competition from SpaceX's Starlink space-based broadband product. Planet Labs has an attractive Earth imaging business, but its \"valuation is ahead of [its] potential,\" wrote New Street.Wall Street likes New Street's Buy-rated stocks. Overall, 80% of analysts covering Rocket Lab rate shares Buy. The average Buy-rating ratio for stocks in the S&P 500 typically ranges from 55% to 60%. The average analyst price target for Rocket Lab stock is about $105. New Street's target is $150.Rocket Lab stock closed at $124.15 on Wednesday. Shares have risen 415% over the past 12 months on strong results and optimism about the space economy. Gains left the stock trading at 111 times sales expected over the coming 12 months. The company is expected to be profitable by 2028, according to FactSet.(New Street's target price is partly based on paying 30 times for 2030's operating profit.)For EchoStar, 67% of analysts covering the stock rate shares Buy. The average price target is about $140. New Street's target is $161. Shares closed on Wednesday at $133.23.And 70% of analysts covering Viasat rate shares Buy. The average price target is about $66. New Street's target is $100. Shares closed at $70.58 on Wednesday.Only two analysts cover Space42, including New Street. Both rates share Buy. The target price is 3.60 U.A.E. Dirham. Shares recently traded at 1.60 U.A.E. Dirham.","news_type":1,"symbols_score_info":{"RKLZ":0.6,"UFO":0.78,"ARKX":0.78,"SATG":0.6,"SATS":1.88,"PL":2,"VSAT":1.87,"PLU":0.6,"ASTX":0.6,"RKLX":0.6,"ASTN":0.6,"RKLB":1.97}},"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":564355734651744,"gmtCreate":1778815371806,"gmtModify":1778815375751,"author":{"id":"4235649508181162","authorId":"4235649508181162","name":"wig trader","avatar":"https://community-static.tradeup.com/news/cce95fd388d3781c6f60635e31c475df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235649508181162","idStr":"4235649508181162"},"themes":[],"title":"","htmlText":"I need to read all this, Don't want to lose it so I make. Comment to easily access this topic when convenient&nbsp;","listText":"I need to read all this, Don't want to lose it so I make. Comment to easily access this topic when convenient&nbsp;","text":"I need to read all this, Don't want to lose it so I make. Comment to easily access this topic when convenient","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/564355734651744","repostId":"1134978724","repostType":2,"repost":{"id":"1134978724","kind":"news","weMediaInfo":{"introduction":"Focused on ETF market moves and key news","home_visible":1,"media_name":"ETF Tracker","id":"1044212979","head_image":"https://community-static.tradeup.com/news/236fb328e1728dcbfb0fddef4262c359"},"pubTimestamp":1778815076,"share":"https://ttm.financial/m/news/1134978724?lang=en_US&edition=fundamental","pubTime":"2026-05-15 11:17","market":"us","language":"en","title":"ETF Daily | POEL Soars 84%; ONDG, ONDU Rally 51%; ONDL Jumps 50%; RDWU Climbs 44%; Single-Stock Tech Leads","url":"https://stock-news.laohu8.com/highlight/detail?id=1134978724","media":"ETF Tracker","summary":"Market OverviewU.S. stocks advanced, with the Dow Jones Industrial Average gaining 0.75%, the S&P 500 rising 0.77%, and the $Nasdaq(NDAQ)$ Composite adding 0.88%.ETF market tone was constructive, as...","content":"<html><head></head><body><p><strong>Market Overview</strong></p><p style=\"text-align: start;\">U.S. stocks advanced, with the Dow Jones Industrial Average gaining 0.75%, the S&amp;P 500 rising 0.77%, and the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite adding 0.88%.</p><p style=\"text-align: start;\">ETF market tone was constructive, as equity-focused products broadly advanced. Commodities were mixed while core bond funds were mostly steady.</p><p style=\"text-align: start;\"><strong>Top 5 US ETF Gainers</strong></p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/POEL\">Defiance Daily Target 2X Long POET ETF</a> (POEL) leapt 84.18%. The fund targets two times the daily performance of silicon photonics and optical interconnect developer <a href=\"https://laohu8.com/S/POET\">POET Technologies Inc</a>., and the move reflected a powerful intraday surge in POET shares.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/ONDG\">Leverage Shares 2X Long ONDS Daily ETF</a> (ONDG) climbed 51.15%. The vehicle seeks two times the stock’s daily return for industrial wireless and drone autonomy provider <a href=\"https://laohu8.com/S/ONDS\">Ondas Holdings Inc.</a>, and its gains tracked a sharp intraday advance in Ondas.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/ONDU\">Tradr 2X Long ONDS Daily ETF</a> (ONDU) surged 51.04%. Offering two times exposure to industrial wireless and drone autonomy provider Ondas Holdings Inc., the product echoed continued strength in the underlying shares during the session.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/ONDL\">Defiance Daily Target 2X Long ONDS ETF</a> (ONDL) jumped 50.45%. Its mandate to deliver two times the daily move of industrial wireless and drone autonomy provider Ondas Holdings Inc. amplified the stock’s rally.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/RDWU\">T-REX 2x Long RDW Daily Target ETF</a> (RDWU) advanced 43.88%. The fund seeks two times the daily performance of space infrastructure and in‑space manufacturing company Redwire Corporation, and its gain aligned with a strong intraday rise in Redwire shares.</p><p style=\"text-align: start;\"><strong>Top 5 US ETF Losers</strong></p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/ASTN\">Defiance Daily Target 2X Short ASTS ETF</a> (ASTN) slumped 21.42%. The fund aims for two times the inverse of satellite‑to‑smartphone communications company <a href=\"https://laohu8.com/S/ASTSW\">AST SpaceMobile</a> Inc.’s daily return, and it weakened as the underlying stock rallied during the session.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AAOX\">Tradr 2x Long Aaoi Daily Etf</a> (AAOX) dropped 18.14%. The product seeks two times the daily performance of optical networking components maker <a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a> Inc., and it fell as the company’s shares retreated intraday.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AAOG\">Leverage Shares 2X Long AAOI Daily ETF</a> (AAOG) declined 17.10%. Delivering two times exposure to optical networking components maker Applied Optoelectronics Inc., the ETF slid alongside the stock’s intraday move.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/HLXX\">Tradr 2x Long HL Daily Etf</a> (HLXX) sank 16.06%. The ETF provides two times the daily return of silver and precious metals miner <a href=\"https://laohu8.com/S/HL\">Hecla Mining</a> Company, and it eased as Hecla shares pulled back.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/CSCS\">Direxion Daily CSCO Bear 1X ETF</a> (CSCS) retreated 14.01%. Targeting an inverse one times daily return versus networking hardware and services provider <a href=\"https://laohu8.com/S/CSCO\">Cisco</a> Systems, Inc., the fund slipped as Cisco’s shares firmed.</p><p style=\"text-align: start;\"><strong>Top 5 Equity Index ETFs</strong></p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/YANG\">Direxion Daily FTSE China Bear 3X Shares</a> (YANG) rose 7.79%. The fund seeks three times the inverse of the FTSE China 50’s daily move and benefited as the benchmark fell intraday.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/FXP\">ProShares UltraShort FTSE China 50</a> (FXP) gained 5.22%. This vehicle targets two times the inverse daily performance of the FTSE China 50 Index, lifting as the index declined.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/YXI\">ProShares Short FTSE China 50</a> (YXI) added 3.52%. The fund provides one times inverse exposure to the FTSE China 50 and advanced as the index eased during the session.</p><p style=\"text-align: start;\">ProShares UltraPro S&amp;P500 ETF (UPRO) advanced 2.31%. The product aims for three times the S&amp;P 500’s daily return, mirroring the index’s intraday rise.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/TQQQ\">ProShares UltraPro QQQ</a> (TQQQ) climbed 2.21%. Designed to deliver three times the Nasdaq‑100’s daily performance, the fund reflected the tech‑heavy gauge’s intraday climb.</p><p style=\"text-align: start;\"><strong>Top 5 Commodity ETFs</strong></p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/ZSL\">Proshares Ultrashort Silver</a> (ZSL) surged 9.68%. The fund seeks two times the inverse of silver’s daily price change and rallied as spot silver retreated.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/DZZ\">DB Gold Double Short Exchange Traded Notes</a> (DZZ) jumped 4.77%. The ETN provides two times short exposure to gold, which softened during the session.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/DUST\">Direxion Daily Gold Miners Index Bear 2X Shares</a> (DUST) rose 4.70%. Targeting two times inverse daily exposure to gold miners, the fund gained as mining shares weakened alongside a pullback in bullion.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/DGZ\">DB GOLD SHORT ETN</a> (DGZ) added 3.02%. The note offers short exposure to gold and firmed as the metal edged lower intraday.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/DIG\">PROSHARES ULTRA ENERGY</a> (DIG) advanced 1.55%. The fund seeks two times the daily performance of an energy equities index sensitive to oil prices; it firmed even as crude benchmarks dipped.</p><p style=\"text-align: start;\"><strong>Top 5 Industry ETFs</strong></p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/IYZ\">iShares U.S. Telecommunications ETF</a> (IYZ) gained 3.68%. The portfolio of U.S. telecom carriers and networking firms climbed as the cohort advanced broadly during the day.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/DRV\">Direxion Daily Real Estate Bear 3X Shares</a> (DRV) climbed 1.93%. The fund targets three times the inverse daily move of U.S. real estate equities and benefited as REITs softened.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/TAN\">Invesco Solar ETF</a> (TAN) added 1.79%. Concentrated on solar equipment makers and developers, the fund advanced as the solar industry strengthened intraday.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/FAS\">Direxion Daily Financial Bull 3x Shares</a> (FAS) advanced 1.64%. Seeking three times the daily return of U.S. financials, the ETF tracked gains across banks and diversified financials.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/UNG\">United States Natural Gas Fund LP</a> (UNG) rose 1.64%. The fund’s exposure to front‑month natural gas contracts gained as natural gas prices firmed during the session.</p><p style=\"text-align: start;\"><strong>Top 5 Bond ETFs</strong></p><p style=\"text-align: start;\">Innovator S&amp;P Investment Grade Preferred ETF (EPRF) inched 0.67% higher. The fund holds preferred securities from investment‑grade issuers and edged up as rates steadied across the curve.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/CWB\">SPDR Bloomberg Convertible Securities ETF</a> (CWB) advanced 0.50%. The diversified U.S. convertibles basket firmed alongside equity strength and a stable Treasury backdrop.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/FCVT\">First Trust SSI Strategic Convertible Securities ETF</a> (FCVT) rose 0.49%. The actively managed convertible portfolio benefited from a steady rate environment and equity‑linked optionality.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/ICVT\">iShares Convertible Bond ETF</a> (ICVT) added 0.47%. The index‑based convertible bond exposure climbed as the hybrid segment firmed during the day.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/SPTL\">SPDR Portfolio Long Term Treasury ETF</a> (SPTL) edged 0.19% higher. The long‑duration U.S. Treasury fund ticked up amid a slight pullback in yields.</p><p style=\"text-align: start;\"><strong>Conclusion</strong></p><p style=\"text-align: start;\">Risk appetite favored equity beta and single‑stock leverage, with outsized gains in Ondas‑ and POET‑linked products. Index flows leaned toward China inverse exposure and U.S. large‑cap leverage, while commodities saw bearish precious‑metals vehicles lead and energy prints diverge. Industry leadership featured telecom, solar, and inverse real estate alongside a modest lift in natural gas. In fixed income, convertibles outperformed core duration as long Treasuries nudged higher. The day’s dispersion was most visible between bullish and bearish structures tied to China, metals, and single‑stock targets, and across differing leverage settings.</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>ETF Daily | POEL Soars 84%; ONDG, ONDU Rally 51%; ONDL Jumps 50%; RDWU Climbs 44%; Single-Stock Tech Leads</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\">\nETF Daily | POEL Soars 84%; ONDG, ONDU Rally 51%; ONDL Jumps 50%; RDWU Climbs 44%; Single-Stock Tech Leads\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1044212979\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/236fb328e1728dcbfb0fddef4262c359);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">ETF Tracker </p>\n<p class=\"h-time\">2026-05-15 11:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Market Overview</strong></p><p style=\"text-align: start;\">U.S. stocks advanced, with the Dow Jones Industrial Average gaining 0.75%, the S&amp;P 500 rising 0.77%, and the <a href=\"https://laohu8.com/S/NDAQ\">Nasdaq</a> Composite adding 0.88%.</p><p style=\"text-align: start;\">ETF market tone was constructive, as equity-focused products broadly advanced. Commodities were mixed while core bond funds were mostly steady.</p><p style=\"text-align: start;\"><strong>Top 5 US ETF Gainers</strong></p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/POEL\">Defiance Daily Target 2X Long POET ETF</a> (POEL) leapt 84.18%. The fund targets two times the daily performance of silicon photonics and optical interconnect developer <a href=\"https://laohu8.com/S/POET\">POET Technologies Inc</a>., and the move reflected a powerful intraday surge in POET shares.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/ONDG\">Leverage Shares 2X Long ONDS Daily ETF</a> (ONDG) climbed 51.15%. The vehicle seeks two times the stock’s daily return for industrial wireless and drone autonomy provider <a href=\"https://laohu8.com/S/ONDS\">Ondas Holdings Inc.</a>, and its gains tracked a sharp intraday advance in Ondas.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/ONDU\">Tradr 2X Long ONDS Daily ETF</a> (ONDU) surged 51.04%. Offering two times exposure to industrial wireless and drone autonomy provider Ondas Holdings Inc., the product echoed continued strength in the underlying shares during the session.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/ONDL\">Defiance Daily Target 2X Long ONDS ETF</a> (ONDL) jumped 50.45%. Its mandate to deliver two times the daily move of industrial wireless and drone autonomy provider Ondas Holdings Inc. amplified the stock’s rally.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/RDWU\">T-REX 2x Long RDW Daily Target ETF</a> (RDWU) advanced 43.88%. The fund seeks two times the daily performance of space infrastructure and in‑space manufacturing company Redwire Corporation, and its gain aligned with a strong intraday rise in Redwire shares.</p><p style=\"text-align: start;\"><strong>Top 5 US ETF Losers</strong></p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/ASTN\">Defiance Daily Target 2X Short ASTS ETF</a> (ASTN) slumped 21.42%. The fund aims for two times the inverse of satellite‑to‑smartphone communications company <a href=\"https://laohu8.com/S/ASTSW\">AST SpaceMobile</a> Inc.’s daily return, and it weakened as the underlying stock rallied during the session.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AAOX\">Tradr 2x Long Aaoi Daily Etf</a> (AAOX) dropped 18.14%. The product seeks two times the daily performance of optical networking components maker <a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a> Inc., and it fell as the company’s shares retreated intraday.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/AAOG\">Leverage Shares 2X Long AAOI Daily ETF</a> (AAOG) declined 17.10%. Delivering two times exposure to optical networking components maker Applied Optoelectronics Inc., the ETF slid alongside the stock’s intraday move.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/HLXX\">Tradr 2x Long HL Daily Etf</a> (HLXX) sank 16.06%. The ETF provides two times the daily return of silver and precious metals miner <a href=\"https://laohu8.com/S/HL\">Hecla Mining</a> Company, and it eased as Hecla shares pulled back.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/CSCS\">Direxion Daily CSCO Bear 1X ETF</a> (CSCS) retreated 14.01%. Targeting an inverse one times daily return versus networking hardware and services provider <a href=\"https://laohu8.com/S/CSCO\">Cisco</a> Systems, Inc., the fund slipped as Cisco’s shares firmed.</p><p style=\"text-align: start;\"><strong>Top 5 Equity Index ETFs</strong></p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/YANG\">Direxion Daily FTSE China Bear 3X Shares</a> (YANG) rose 7.79%. The fund seeks three times the inverse of the FTSE China 50’s daily move and benefited as the benchmark fell intraday.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/FXP\">ProShares UltraShort FTSE China 50</a> (FXP) gained 5.22%. This vehicle targets two times the inverse daily performance of the FTSE China 50 Index, lifting as the index declined.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/YXI\">ProShares Short FTSE China 50</a> (YXI) added 3.52%. The fund provides one times inverse exposure to the FTSE China 50 and advanced as the index eased during the session.</p><p style=\"text-align: start;\">ProShares UltraPro S&amp;P500 ETF (UPRO) advanced 2.31%. The product aims for three times the S&amp;P 500’s daily return, mirroring the index’s intraday rise.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/TQQQ\">ProShares UltraPro QQQ</a> (TQQQ) climbed 2.21%. Designed to deliver three times the Nasdaq‑100’s daily performance, the fund reflected the tech‑heavy gauge’s intraday climb.</p><p style=\"text-align: start;\"><strong>Top 5 Commodity ETFs</strong></p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/ZSL\">Proshares Ultrashort Silver</a> (ZSL) surged 9.68%. The fund seeks two times the inverse of silver’s daily price change and rallied as spot silver retreated.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/DZZ\">DB Gold Double Short Exchange Traded Notes</a> (DZZ) jumped 4.77%. The ETN provides two times short exposure to gold, which softened during the session.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/DUST\">Direxion Daily Gold Miners Index Bear 2X Shares</a> (DUST) rose 4.70%. Targeting two times inverse daily exposure to gold miners, the fund gained as mining shares weakened alongside a pullback in bullion.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/DGZ\">DB GOLD SHORT ETN</a> (DGZ) added 3.02%. The note offers short exposure to gold and firmed as the metal edged lower intraday.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/DIG\">PROSHARES ULTRA ENERGY</a> (DIG) advanced 1.55%. The fund seeks two times the daily performance of an energy equities index sensitive to oil prices; it firmed even as crude benchmarks dipped.</p><p style=\"text-align: start;\"><strong>Top 5 Industry ETFs</strong></p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/IYZ\">iShares U.S. Telecommunications ETF</a> (IYZ) gained 3.68%. The portfolio of U.S. telecom carriers and networking firms climbed as the cohort advanced broadly during the day.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/DRV\">Direxion Daily Real Estate Bear 3X Shares</a> (DRV) climbed 1.93%. The fund targets three times the inverse daily move of U.S. real estate equities and benefited as REITs softened.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/TAN\">Invesco Solar ETF</a> (TAN) added 1.79%. Concentrated on solar equipment makers and developers, the fund advanced as the solar industry strengthened intraday.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/FAS\">Direxion Daily Financial Bull 3x Shares</a> (FAS) advanced 1.64%. Seeking three times the daily return of U.S. financials, the ETF tracked gains across banks and diversified financials.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/UNG\">United States Natural Gas Fund LP</a> (UNG) rose 1.64%. The fund’s exposure to front‑month natural gas contracts gained as natural gas prices firmed during the session.</p><p style=\"text-align: start;\"><strong>Top 5 Bond ETFs</strong></p><p style=\"text-align: start;\">Innovator S&amp;P Investment Grade Preferred ETF (EPRF) inched 0.67% higher. The fund holds preferred securities from investment‑grade issuers and edged up as rates steadied across the curve.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/CWB\">SPDR Bloomberg Convertible Securities ETF</a> (CWB) advanced 0.50%. The diversified U.S. convertibles basket firmed alongside equity strength and a stable Treasury backdrop.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/FCVT\">First Trust SSI Strategic Convertible Securities ETF</a> (FCVT) rose 0.49%. The actively managed convertible portfolio benefited from a steady rate environment and equity‑linked optionality.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/ICVT\">iShares Convertible Bond ETF</a> (ICVT) added 0.47%. The index‑based convertible bond exposure climbed as the hybrid segment firmed during the day.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/SPTL\">SPDR Portfolio Long Term Treasury ETF</a> (SPTL) edged 0.19% higher. The long‑duration U.S. Treasury fund ticked up amid a slight pullback in yields.</p><p style=\"text-align: start;\"><strong>Conclusion</strong></p><p style=\"text-align: start;\">Risk appetite favored equity beta and single‑stock leverage, with outsized gains in Ondas‑ and POET‑linked products. Index flows leaned toward China inverse exposure and U.S. large‑cap leverage, while commodities saw bearish precious‑metals vehicles lead and energy prints diverge. Industry leadership featured telecom, solar, and inverse real estate alongside a modest lift in natural gas. In fixed income, convertibles outperformed core duration as long Treasuries nudged higher. The day’s dispersion was most visible between bullish and bearish structures tied to China, metals, and single‑stock targets, and across differing leverage settings.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","IE00BGHQF748.EUR":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (EUR) ACC","SG9999014005.SGD":"United Global Durable Equities Fund Acc SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","FAS":"金融指数ETF-Direxion三倍做多罗素金融股","IE00BGHQF631.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","SG9999014039.USD":"UNITED GLOBAL DURABLE EQUITIES (USDHDG) INC","PICK":"iShares MSCI Global Metals & Mining Producers ETF","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","ONDG":"Leverage Shares 2X Long ONDS Daily ETF","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","SPTL":"SPDR Portfolio Long Term Treasury ETF","IE00B3PB1722.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) INC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","IE00B42XCP33.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) INC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","ONDL":"2倍做多ONDS ETF-Defiance","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","ONDU":"Tradr 2X Long ONDS Daily ETF","YANG":"三倍做空富时中国ETF-Direxion","RDWU":"T-REX 2x Long RDW Daily Target ETF","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","BK4603":"无人机概念股","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","HL":"赫克拉矿业","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0345780521.USD":"NINETY ONE GSF GLOBAL GOLD \"A\" (USD) INC","BK4112":"金融交易所和数据","AAOI":"Applied Optoelectronics Inc.","IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC","ASTSW":"AST SpaceMobile, Inc. 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US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","BK4515":"5G概念","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","DIG":"二倍做多美国油气指数","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE00BN0W2W23.USD":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (USD) ACC","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","IE00B66KJ199.SGD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY  \" A\" (SGD) ACC","BK4593":"纳斯达克ETF","POET":"POET Technologies Inc","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","IE00BN0W2V16.EUR":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (EUR) ACC","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","VDE":"Vanguard Energy ETF","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","IE00BN0W2T93.GBP":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (GBP) ACC","LU2506951958.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) INC","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","GBUG":"Sprott Active Gold & Silver Miners ETF","POEL":"Defiance Daily Target 2X Long POET ETF","LU1599440770.SGD":"FIDELITY GLOBAL DIVIDEND \"A\" (SGDHDG) INC","LU0345780281.USD":"NINETY ONE GSF GLOBAL GOLD \"A\"  ACC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","SG9999014013.SGD":"United Global Durable Equities Fund Dis SGD","FXP":"二倍做空富时中国50ETF-ProShares","HLXX":"Tradr 2x Long HL Daily Etf","GLTR":"abrdn Physical Precious Metals Basket Shares ETF","UPRO":"三倍做多标普500ETF-ProShares","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","IE00BDGV0183.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) INC","LU0731783394.SGD":"Fidelity Global Dividend A-MINCOME(G)-SGD","BK4585":"ETF&股票定投概念","ZSL":"Proshares二倍做空白银ETF","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","FCVT":"First Trust SSI Strategic Convertible Securities ETF","YXI":"ProShares做空FTSE中国50ETF","IE00B7SZL793.SGD":"Legg Mason Royce - US Small Cap Opportunity A Acc SGD-H","ICVT":"iShares Convertible Bond ETF","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","TAN":"太阳能ETF-Guggenheim","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU1032955483.USD":"NORDEA 1 STABLE RETURN \"HB\" (USDHDG) ACC","ERX":"二倍做多能源ETF-Direxion","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","BK4588":"碎股","BK4550":"红杉资本持仓","IE00B64PRP62.GBP":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (GBP) ACC","IE0031619046.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) INC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","IE00B3QW5Z07.USD":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (USD) ACC"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134978724","content_text":"Market OverviewU.S. stocks advanced, with the Dow Jones Industrial Average gaining 0.75%, the S&P 500 rising 0.77%, and the Nasdaq Composite adding 0.88%.ETF market tone was constructive, as equity-focused products broadly advanced. Commodities were mixed while core bond funds were mostly steady.Top 5 US ETF GainersDefiance Daily Target 2X Long POET ETF (POEL) leapt 84.18%. The fund targets two times the daily performance of silicon photonics and optical interconnect developer POET Technologies Inc., and the move reflected a powerful intraday surge in POET shares.Leverage Shares 2X Long ONDS Daily ETF (ONDG) climbed 51.15%. The vehicle seeks two times the stock’s daily return for industrial wireless and drone autonomy provider Ondas Holdings Inc., and its gains tracked a sharp intraday advance in Ondas.Tradr 2X Long ONDS Daily ETF (ONDU) surged 51.04%. Offering two times exposure to industrial wireless and drone autonomy provider Ondas Holdings Inc., the product echoed continued strength in the underlying shares during the session.Defiance Daily Target 2X Long ONDS ETF (ONDL) jumped 50.45%. Its mandate to deliver two times the daily move of industrial wireless and drone autonomy provider Ondas Holdings Inc. amplified the stock’s rally.T-REX 2x Long RDW Daily Target ETF (RDWU) advanced 43.88%. The fund seeks two times the daily performance of space infrastructure and in‑space manufacturing company Redwire Corporation, and its gain aligned with a strong intraday rise in Redwire shares.Top 5 US ETF LosersDefiance Daily Target 2X Short ASTS ETF (ASTN) slumped 21.42%. The fund aims for two times the inverse of satellite‑to‑smartphone communications company AST SpaceMobile Inc.’s daily return, and it weakened as the underlying stock rallied during the session.Tradr 2x Long Aaoi Daily Etf (AAOX) dropped 18.14%. The product seeks two times the daily performance of optical networking components maker Applied Optoelectronics Inc., and it fell as the company’s shares retreated intraday.Leverage Shares 2X Long AAOI Daily ETF (AAOG) declined 17.10%. Delivering two times exposure to optical networking components maker Applied Optoelectronics Inc., the ETF slid alongside the stock’s intraday move.Tradr 2x Long HL Daily Etf (HLXX) sank 16.06%. The ETF provides two times the daily return of silver and precious metals miner Hecla Mining Company, and it eased as Hecla shares pulled back.Direxion Daily CSCO Bear 1X ETF (CSCS) retreated 14.01%. Targeting an inverse one times daily return versus networking hardware and services provider Cisco Systems, Inc., the fund slipped as Cisco’s shares firmed.Top 5 Equity Index ETFsDirexion Daily FTSE China Bear 3X Shares (YANG) rose 7.79%. The fund seeks three times the inverse of the FTSE China 50’s daily move and benefited as the benchmark fell intraday.ProShares UltraShort FTSE China 50 (FXP) gained 5.22%. This vehicle targets two times the inverse daily performance of the FTSE China 50 Index, lifting as the index declined.ProShares Short FTSE China 50 (YXI) added 3.52%. The fund provides one times inverse exposure to the FTSE China 50 and advanced as the index eased during the session.ProShares UltraPro S&P500 ETF (UPRO) advanced 2.31%. The product aims for three times the S&P 500’s daily return, mirroring the index’s intraday rise.ProShares UltraPro QQQ (TQQQ) climbed 2.21%. Designed to deliver three times the Nasdaq‑100’s daily performance, the fund reflected the tech‑heavy gauge’s intraday climb.Top 5 Commodity ETFsProshares Ultrashort Silver (ZSL) surged 9.68%. The fund seeks two times the inverse of silver’s daily price change and rallied as spot silver retreated.DB Gold Double Short Exchange Traded Notes (DZZ) jumped 4.77%. The ETN provides two times short exposure to gold, which softened during the session.Direxion Daily Gold Miners Index Bear 2X Shares (DUST) rose 4.70%. Targeting two times inverse daily exposure to gold miners, the fund gained as mining shares weakened alongside a pullback in bullion.DB GOLD SHORT ETN (DGZ) added 3.02%. The note offers short exposure to gold and firmed as the metal edged lower intraday.PROSHARES ULTRA ENERGY (DIG) advanced 1.55%. The fund seeks two times the daily performance of an energy equities index sensitive to oil prices; it firmed even as crude benchmarks dipped.Top 5 Industry ETFsiShares U.S. Telecommunications ETF (IYZ) gained 3.68%. The portfolio of U.S. telecom carriers and networking firms climbed as the cohort advanced broadly during the day.Direxion Daily Real Estate Bear 3X Shares (DRV) climbed 1.93%. The fund targets three times the inverse daily move of U.S. real estate equities and benefited as REITs softened.Invesco Solar ETF (TAN) added 1.79%. Concentrated on solar equipment makers and developers, the fund advanced as the solar industry strengthened intraday.Direxion Daily Financial Bull 3x Shares (FAS) advanced 1.64%. Seeking three times the daily return of U.S. financials, the ETF tracked gains across banks and diversified financials.United States Natural Gas Fund LP (UNG) rose 1.64%. The fund’s exposure to front‑month natural gas contracts gained as natural gas prices firmed during the session.Top 5 Bond ETFsInnovator S&P Investment Grade Preferred ETF (EPRF) inched 0.67% higher. The fund holds preferred securities from investment‑grade issuers and edged up as rates steadied across the curve.SPDR Bloomberg Convertible Securities ETF (CWB) advanced 0.50%. The diversified U.S. convertibles basket firmed alongside equity strength and a stable Treasury backdrop.First Trust SSI Strategic Convertible Securities ETF (FCVT) rose 0.49%. The actively managed convertible portfolio benefited from a steady rate environment and equity‑linked optionality.iShares Convertible Bond ETF (ICVT) added 0.47%. The index‑based convertible bond exposure climbed as the hybrid segment firmed during the day.SPDR Portfolio Long Term Treasury ETF (SPTL) edged 0.19% higher. The long‑duration U.S. Treasury fund ticked up amid a slight pullback in yields.ConclusionRisk appetite favored equity beta and single‑stock leverage, with outsized gains in Ondas‑ and POET‑linked products. Index flows leaned toward China inverse exposure and U.S. large‑cap leverage, while commodities saw bearish precious‑metals vehicles lead and energy prints diverge. Industry leadership featured telecom, solar, and inverse real estate alongside a modest lift in natural gas. In fixed income, convertibles outperformed core duration as long Treasuries nudged higher. The day’s dispersion was most visible between bullish and bearish structures tied to China, metals, and single‑stock targets, and across differing leverage settings.","news_type":1,"symbols_score_info":{"CSCO":1,"BEGS":0.53,"ERX":0.62,"FAS":1,"CSCS":1,"CSCL":0.6,"GLTR":0.53,"XME":0.53,"SPTL":1,"ONDU":1,"AAOG":1,"GBUG":0.53,"PICK":0.53,"IYZ":1,"CEF":0.53,"DZZ":1,"ICVT":1,"AAOX":1,"HLXX":1,"FDN":1.5,"EPRF":1,"ASTSW":1,"ONDG":1,"UPRO":1,"YANG":1,"UNG":1,"ZSL":1,"POEL":1.5,"DBC":0.62,"YINN":0.53,"FCVT":1,"ASTN":1,"GOAU":0.53,"ONDL":1,"YXI":1,"TAN":1,"DIG":1,"DGZ":1,"POET":1,"FXP":1,"TQQQ":1,"DUST":1,"VDE":0.62,"NDAQ":1,"ONDS":1,"RDWU":1,"CWB":1,"HL":1,"DRV":1,"AAOI":1}},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":563801173667952,"gmtCreate":1778679866487,"gmtModify":1778679870197,"author":{"id":"4235649508181162","authorId":"4235649508181162","name":"wig trader","avatar":"https://community-static.tradeup.com/news/cce95fd388d3781c6f60635e31c475df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235649508181162","idStr":"4235649508181162"},"themes":[],"title":"","htmlText":"Wish I did what I was planning to, I was sure NEBIUS&nbsp; &nbsp;was going to be a good clean buy but now market price is not worth it if one wanted a quick turnaround profit&nbsp;","listText":"Wish I did what I was planning to, I was sure NEBIUS&nbsp; &nbsp;was going to be a good clean buy but now market price is not worth it if one wanted a quick turnaround profit&nbsp;","text":"Wish I did what I was planning to, I was sure NEBIUS was going to be a good clean buy but now market price is not worth it if one wanted a quick turnaround profit","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/563801173667952","repostId":"2635782824","repostType":2,"repost":{"id":"2635782824","kind":"live","pubTimestamp":1778674326,"share":"https://ttm.financial/m/news/2635782824?lang=en_US&edition=fundamental","pubTime":"2026-05-13 20:12","market":"nz","language":"en","title":"Nebius: Increase in Spending Is Driven by Visibility for 2027 and Our Need to Invest Ahead of Capacity That We Expect to Bring Online","url":"https://stock-news.laohu8.com/highlight/detail?id=2635782824","media":"THOMSON REUTERS","summary":"Nebius: Increase in Spending Is Driven by Visibility for 2027 and Our Need to Invest Ahead of Capaci","content":"<html><body><p>Nebius: Increase in Spending Is Driven by Visibility for 2027 and Our Need to Invest Ahead of Capacity That We Expect to Bring Online</p></body></html>","source":"reuters_en_live","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>Nebius: Increase in Spending Is Driven by Visibility for 2027 and Our Need to Invest Ahead of Capacity That We Expect to Bring Online</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.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\">\nNebius: Increase in Spending Is Driven by Visibility for 2027 and Our Need to Invest Ahead of Capacity That We Expect to Bring Online\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-13 20:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260513:nFWN41Q11I:4><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nebius: Increase in Spending Is Driven by Visibility for 2027 and Our Need to Invest Ahead of Capacity That We Expect to Bring Online</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260513:nFWN41Q11I:4\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NBIG":"Leverage Shares 2X Long NBIS Daily ETF","LU0950373646.USD":"BNP PARIBAS RUSSIA EQUITY \"C\" (USD) INC","LU0823431563.USD":"BNP PARIBAS RUSSIA EQUITY \"C\" (USD) ACC","BK4077":"互动媒体与服务","LU0329931173.USD":"HSBC GIF RUSSIA EQUITY \"AD\" (USD) INC","NBIL":"GraniteShares 2x Long NBIS Daily ETF","LU0531971165.HKD":"HSBC GIF RUSSIA EQUITY \"AD\" (HKD) INC","NEBX":"2倍做多NBIS ETF-Tradr","BK4609":"英伟达持仓股","LU0329931090.USD":"HSBC GIF RUSSIA EQUITY \"AC\" ACC","NBIS":"NEBIUS","BK4097":"系统软件","NBIZ":"Tradr 2X Short NBIS Daily ETF","LU0823431647.USD":"BNP PARIBAS RUSSIA EQUITY \"CLASSIC\" (USD) INC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260513:nFWN41Q11I:4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2635782824","content_text":"Nebius: Increase in Spending Is Driven by Visibility for 2027 and Our Need to Invest Ahead of Capacity That We Expect to Bring Online","news_type":1,"symbols_score_info":{"NBIL":0.6,"NBIZ":0.6,"NEBX":0.6,"NBIG":0.6,"NBIS":1.98}},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":563769066447616,"gmtCreate":1778672041539,"gmtModify":1778672045169,"author":{"id":"4235649508181162","authorId":"4235649508181162","name":"wig trader","avatar":"https://community-static.tradeup.com/news/cce95fd388d3781c6f60635e31c475df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235649508181162","idStr":"4235649508181162"},"themes":[],"title":"","htmlText":"Happy days but Heaven and","listText":"Happy days but Heaven and","text":"Happy days but Heaven and","images":[{"img":"https://community-static.tradeup.com/news/2da918ae893b05dc3c4a2f8352ae455b"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/563769066447616","repostId":"2635786150","repostType":2,"repost":{"id":"2635786150","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":1778671248,"share":"https://ttm.financial/m/news/2635786150?lang=en_US&edition=fundamental","pubTime":"2026-05-13 19:20","market":"us","language":"en","title":"AI Cloud Firm Nebius Reports near Eightfold Revenue Jump, Shares Surge","url":"https://stock-news.laohu8.com/highlight/detail?id=2635786150","media":"Reuters","summary":"Nebius reported a nearly eightfold rise in quarterly revenue on Wednesday.","content":"<html><head></head><body><p>May 13 (Reuters) - <a href=\"https://laohu8.com/S/NBIS\">Nebius Group</a> reported a nearly eightfold rise in quarterly revenue on Wednesday, benefiting from rising demand for artificial intelligence infrastructure and cloud services amid ‌a boom in enterprise spending on the technology.</p><p>Shares of Amsterdam-based Nebius soared 13.6% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/304aaee881a87845a37b078f747f7be0\" title=\"\" tg-width=\"540\" tg-height=\"160\"/></p><p>Investments in graphics processing units and data center hardware for its core AI cloud business drove first-quarter capital expenditure to about $2.5 billion, compared with $544 million a year earlier and above analysts&#39; estimate of $2.4 ⁠billion, according to Visible Alpha.</p><p>The company has grabbed a slice of the lucrative AI and cloud infrastructure market by providing Nvidia GPUs and computing platforms to developers.</p><p>Nebius offers storage, managed tools and software to help customers build, train and deploy models using its proprietary cloud architecture and in-house hardware.</p><p>Analysts expect the company to significantly ramp up its data center capacity to 900 MW by the end of this year, which could drive strong revenue growth.</p><p>However, analysts have flagged ‌its heavy ⁠capital spending as a major concern as Nebius aggressively expands its global data center footprint, putting pressure on margins despite strong revenue growth.</p><p>The concerns mirror those at larger rival <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>, which has projected between $30 billion and $35 billion in capital spending this year, warning that the investment ramp-up ⁠could weigh on near-term margins.</p><p>Nebius Group has been expanding its AI infrastructure business through acquisitions and large computing contracts.</p><p>The company agreed earlier this month to buy startup Eigen AI for ⁠about $643 million to strengthen its inference platform and U.S. presence.</p><p>Nebius also signed a long-term deal with <a href=\"https://laohu8.com/S/META\">Meta</a> to provide up to $27 billion worth of computing capacity ⁠over five years.</p><p>Revenue for the three months ended March jumped to $399 million from $50.9 million a year ago, beating an estimate of $371.4 million, according to data compiled by LSEG.</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>AI Cloud Firm Nebius Reports near Eightfold Revenue Jump, Shares Surge</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\">\nAI Cloud Firm Nebius Reports near Eightfold Revenue Jump, Shares Surge\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\">2026-05-13 19:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>May 13 (Reuters) - <a href=\"https://laohu8.com/S/NBIS\">Nebius Group</a> reported a nearly eightfold rise in quarterly revenue on Wednesday, benefiting from rising demand for artificial intelligence infrastructure and cloud services amid ‌a boom in enterprise spending on the technology.</p><p>Shares of Amsterdam-based Nebius soared 13.6% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/304aaee881a87845a37b078f747f7be0\" title=\"\" tg-width=\"540\" tg-height=\"160\"/></p><p>Investments in graphics processing units and data center hardware for its core AI cloud business drove first-quarter capital expenditure to about $2.5 billion, compared with $544 million a year earlier and above analysts&#39; estimate of $2.4 ⁠billion, according to Visible Alpha.</p><p>The company has grabbed a slice of the lucrative AI and cloud infrastructure market by providing Nvidia GPUs and computing platforms to developers.</p><p>Nebius offers storage, managed tools and software to help customers build, train and deploy models using its proprietary cloud architecture and in-house hardware.</p><p>Analysts expect the company to significantly ramp up its data center capacity to 900 MW by the end of this year, which could drive strong revenue growth.</p><p>However, analysts have flagged ‌its heavy ⁠capital spending as a major concern as Nebius aggressively expands its global data center footprint, putting pressure on margins despite strong revenue growth.</p><p>The concerns mirror those at larger rival <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>, which has projected between $30 billion and $35 billion in capital spending this year, warning that the investment ramp-up ⁠could weigh on near-term margins.</p><p>Nebius Group has been expanding its AI infrastructure business through acquisitions and large computing contracts.</p><p>The company agreed earlier this month to buy startup Eigen AI for ⁠about $643 million to strengthen its inference platform and U.S. presence.</p><p>Nebius also signed a long-term deal with <a href=\"https://laohu8.com/S/META\">Meta</a> to provide up to $27 billion worth of computing capacity ⁠over five years.</p><p>Revenue for the three months ended March jumped to $399 million from $50.9 million a year ago, beating an estimate of $371.4 million, according to data compiled by LSEG.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0950373646.USD":"BNP PARIBAS RUSSIA EQUITY \"C\" (USD) INC","LU0329931173.USD":"HSBC GIF RUSSIA EQUITY \"AD\" (USD) INC","LU0823431563.USD":"BNP PARIBAS RUSSIA EQUITY \"C\" (USD) ACC","NBIZ":"Tradr 2X Short NBIS Daily ETF","BK4097":"系统软件","NEBX":"2倍做多NBIS ETF-Tradr","NBIG":"Leverage Shares 2X Long NBIS Daily ETF","LU0329931090.USD":"HSBC GIF RUSSIA EQUITY \"AC\" ACC","BK4609":"英伟达持仓股","LU0531971165.HKD":"HSBC GIF RUSSIA EQUITY \"AD\" (HKD) INC","LU0823431647.USD":"BNP PARIBAS RUSSIA EQUITY \"CLASSIC\" (USD) INC","BK4077":"互动媒体与服务","NBIL":"GraniteShares 2x Long NBIS Daily ETF","NBIS":"NEBIUS"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260513:nL4N41Q10A:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2635786150","content_text":"May 13 (Reuters) - Nebius Group reported a nearly eightfold rise in quarterly revenue on Wednesday, benefiting from rising demand for artificial intelligence infrastructure and cloud services amid ‌a boom in enterprise spending on the technology.Shares of Amsterdam-based Nebius soared 13.6% in premarket trading.Investments in graphics processing units and data center hardware for its core AI cloud business drove first-quarter capital expenditure to about $2.5 billion, compared with $544 million a year earlier and above analysts' estimate of $2.4 ⁠billion, according to Visible Alpha.The company has grabbed a slice of the lucrative AI and cloud infrastructure market by providing Nvidia GPUs and computing platforms to developers.Nebius offers storage, managed tools and software to help customers build, train and deploy models using its proprietary cloud architecture and in-house hardware.Analysts expect the company to significantly ramp up its data center capacity to 900 MW by the end of this year, which could drive strong revenue growth.However, analysts have flagged ‌its heavy ⁠capital spending as a major concern as Nebius aggressively expands its global data center footprint, putting pressure on margins despite strong revenue growth.The concerns mirror those at larger rival CoreWeave, which has projected between $30 billion and $35 billion in capital spending this year, warning that the investment ramp-up ⁠could weigh on near-term margins.Nebius Group has been expanding its AI infrastructure business through acquisitions and large computing contracts.The company agreed earlier this month to buy startup Eigen AI for ⁠about $643 million to strengthen its inference platform and U.S. presence.Nebius also signed a long-term deal with Meta to provide up to $27 billion worth of computing capacity ⁠over five years.Revenue for the three months ended March jumped to $399 million from $50.9 million a year ago, beating an estimate of $371.4 million, according to data compiled by LSEG.","news_type":1,"symbols_score_info":{"NBIZ":0.6,"NBIG":0.6,"NBIL":0.6,"NBIS":1.98,"NEBX":0.6}},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":563768758469504,"gmtCreate":1778671966790,"gmtModify":1778671972344,"author":{"id":"4235649508181162","authorId":"4235649508181162","name":"wig trader","avatar":"https://community-static.tradeup.com/news/cce95fd388d3781c6f60635e31c475df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235649508181162","idStr":"4235649508181162"},"themes":[],"title":"","htmlText":"I thought the memory/storage industry were&nbsp; &nbsp;&nbsp; going to suffer and chip companies like Intel were going to increase, the complete opposite has eventuated&nbsp; Not that they both are not going to exceed&nbsp; &nbsp; &nbsp;purchase price within a month anyway Both nebius related shares and even companies that are similar are going to increase within 3 months&nbsp; I think Intel is close to being one of the greatest shares around&nbsp; If U can buy Intel now to sit and accumulate profit , I believe in a year your invest with be 25% larger and that's being on the reserved side, After this Iran war thing wraps up and to a lesser extent the Russian/Ukraine conflict concludes tesla and Amazon will be a \"can't lose\" investment&nbsp;","listText":"I thought the memory/storage industry were&nbsp; &nbsp;&nbsp; going to suffer and chip companies like Intel were going to increase, the complete opposite has eventuated&nbsp; Not that they both are not going to exceed&nbsp; &nbsp; &nbsp;purchase price within a month anyway Both nebius related shares and even companies that are similar are going to increase within 3 months&nbsp; I think Intel is close to being one of the greatest shares around&nbsp; If U can buy Intel now to sit and accumulate profit , I believe in a year your invest with be 25% larger and that's being on the reserved side, After this Iran war thing wraps up and to a lesser extent the Russian/Ukraine conflict concludes tesla and Amazon will be a \"can't lose\" investment&nbsp;","text":"I thought the memory/storage industry were going to suffer and chip companies like Intel were going to increase, the complete opposite has eventuated Not that they both are not going to exceed purchase price within a month anyway Both nebius related shares and even companies that are similar are going to increase within 3 months I think Intel is close to being one of the greatest shares around If U can buy Intel now to sit and accumulate profit , I believe in a year your invest with be 25% larger and that's being on the reserved side, After this Iran war thing wraps up and to a lesser extent the Russian/Ukraine conflict concludes tesla and Amazon will be a \"can't lose\" investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/563768758469504","repostId":"2635786150","repostType":2,"repost":{"id":"2635786150","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":1778671248,"share":"https://ttm.financial/m/news/2635786150?lang=en_US&edition=fundamental","pubTime":"2026-05-13 19:20","market":"us","language":"en","title":"AI Cloud Firm Nebius Reports near Eightfold Revenue Jump, Shares Surge","url":"https://stock-news.laohu8.com/highlight/detail?id=2635786150","media":"Reuters","summary":"Nebius reported a nearly eightfold rise in quarterly revenue on Wednesday.","content":"<html><head></head><body><p>May 13 (Reuters) - <a href=\"https://laohu8.com/S/NBIS\">Nebius Group</a> reported a nearly eightfold rise in quarterly revenue on Wednesday, benefiting from rising demand for artificial intelligence infrastructure and cloud services amid ‌a boom in enterprise spending on the technology.</p><p>Shares of Amsterdam-based Nebius soared 13.6% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/304aaee881a87845a37b078f747f7be0\" title=\"\" tg-width=\"540\" tg-height=\"160\"/></p><p>Investments in graphics processing units and data center hardware for its core AI cloud business drove first-quarter capital expenditure to about $2.5 billion, compared with $544 million a year earlier and above analysts&#39; estimate of $2.4 ⁠billion, according to Visible Alpha.</p><p>The company has grabbed a slice of the lucrative AI and cloud infrastructure market by providing Nvidia GPUs and computing platforms to developers.</p><p>Nebius offers storage, managed tools and software to help customers build, train and deploy models using its proprietary cloud architecture and in-house hardware.</p><p>Analysts expect the company to significantly ramp up its data center capacity to 900 MW by the end of this year, which could drive strong revenue growth.</p><p>However, analysts have flagged ‌its heavy ⁠capital spending as a major concern as Nebius aggressively expands its global data center footprint, putting pressure on margins despite strong revenue growth.</p><p>The concerns mirror those at larger rival <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>, which has projected between $30 billion and $35 billion in capital spending this year, warning that the investment ramp-up ⁠could weigh on near-term margins.</p><p>Nebius Group has been expanding its AI infrastructure business through acquisitions and large computing contracts.</p><p>The company agreed earlier this month to buy startup Eigen AI for ⁠about $643 million to strengthen its inference platform and U.S. presence.</p><p>Nebius also signed a long-term deal with <a href=\"https://laohu8.com/S/META\">Meta</a> to provide up to $27 billion worth of computing capacity ⁠over five years.</p><p>Revenue for the three months ended March jumped to $399 million from $50.9 million a year ago, beating an estimate of $371.4 million, according to data compiled by LSEG.</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>AI Cloud Firm Nebius Reports near Eightfold Revenue Jump, Shares Surge</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.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\">\nAI Cloud Firm Nebius Reports near Eightfold Revenue Jump, Shares Surge\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\">2026-05-13 19:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>May 13 (Reuters) - <a href=\"https://laohu8.com/S/NBIS\">Nebius Group</a> reported a nearly eightfold rise in quarterly revenue on Wednesday, benefiting from rising demand for artificial intelligence infrastructure and cloud services amid ‌a boom in enterprise spending on the technology.</p><p>Shares of Amsterdam-based Nebius soared 13.6% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/304aaee881a87845a37b078f747f7be0\" title=\"\" tg-width=\"540\" tg-height=\"160\"/></p><p>Investments in graphics processing units and data center hardware for its core AI cloud business drove first-quarter capital expenditure to about $2.5 billion, compared with $544 million a year earlier and above analysts&#39; estimate of $2.4 ⁠billion, according to Visible Alpha.</p><p>The company has grabbed a slice of the lucrative AI and cloud infrastructure market by providing Nvidia GPUs and computing platforms to developers.</p><p>Nebius offers storage, managed tools and software to help customers build, train and deploy models using its proprietary cloud architecture and in-house hardware.</p><p>Analysts expect the company to significantly ramp up its data center capacity to 900 MW by the end of this year, which could drive strong revenue growth.</p><p>However, analysts have flagged ‌its heavy ⁠capital spending as a major concern as Nebius aggressively expands its global data center footprint, putting pressure on margins despite strong revenue growth.</p><p>The concerns mirror those at larger rival <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>, which has projected between $30 billion and $35 billion in capital spending this year, warning that the investment ramp-up ⁠could weigh on near-term margins.</p><p>Nebius Group has been expanding its AI infrastructure business through acquisitions and large computing contracts.</p><p>The company agreed earlier this month to buy startup Eigen AI for ⁠about $643 million to strengthen its inference platform and U.S. presence.</p><p>Nebius also signed a long-term deal with <a href=\"https://laohu8.com/S/META\">Meta</a> to provide up to $27 billion worth of computing capacity ⁠over five years.</p><p>Revenue for the three months ended March jumped to $399 million from $50.9 million a year ago, beating an estimate of $371.4 million, according to data compiled by LSEG.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0950373646.USD":"BNP PARIBAS RUSSIA EQUITY \"C\" (USD) INC","LU0329931173.USD":"HSBC GIF RUSSIA EQUITY \"AD\" (USD) INC","LU0823431563.USD":"BNP PARIBAS RUSSIA EQUITY \"C\" (USD) ACC","NBIZ":"Tradr 2X Short NBIS Daily ETF","BK4097":"系统软件","NEBX":"2倍做多NBIS ETF-Tradr","NBIG":"Leverage Shares 2X Long NBIS Daily ETF","LU0329931090.USD":"HSBC GIF RUSSIA EQUITY \"AC\" ACC","BK4609":"英伟达持仓股","LU0531971165.HKD":"HSBC GIF RUSSIA EQUITY \"AD\" (HKD) INC","LU0823431647.USD":"BNP PARIBAS RUSSIA EQUITY \"CLASSIC\" (USD) INC","BK4077":"互动媒体与服务","NBIL":"GraniteShares 2x Long NBIS Daily ETF","NBIS":"NEBIUS"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260513:nL4N41Q10A:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2635786150","content_text":"May 13 (Reuters) - Nebius Group reported a nearly eightfold rise in quarterly revenue on Wednesday, benefiting from rising demand for artificial intelligence infrastructure and cloud services amid ‌a boom in enterprise spending on the technology.Shares of Amsterdam-based Nebius soared 13.6% in premarket trading.Investments in graphics processing units and data center hardware for its core AI cloud business drove first-quarter capital expenditure to about $2.5 billion, compared with $544 million a year earlier and above analysts' estimate of $2.4 ⁠billion, according to Visible Alpha.The company has grabbed a slice of the lucrative AI and cloud infrastructure market by providing Nvidia GPUs and computing platforms to developers.Nebius offers storage, managed tools and software to help customers build, train and deploy models using its proprietary cloud architecture and in-house hardware.Analysts expect the company to significantly ramp up its data center capacity to 900 MW by the end of this year, which could drive strong revenue growth.However, analysts have flagged ‌its heavy ⁠capital spending as a major concern as Nebius aggressively expands its global data center footprint, putting pressure on margins despite strong revenue growth.The concerns mirror those at larger rival CoreWeave, which has projected between $30 billion and $35 billion in capital spending this year, warning that the investment ramp-up ⁠could weigh on near-term margins.Nebius Group has been expanding its AI infrastructure business through acquisitions and large computing contracts.The company agreed earlier this month to buy startup Eigen AI for ⁠about $643 million to strengthen its inference platform and U.S. presence.Nebius also signed a long-term deal with Meta to provide up to $27 billion worth of computing capacity ⁠over five years.Revenue for the three months ended March jumped to $399 million from $50.9 million a year ago, beating an estimate of $371.4 million, according to data compiled by LSEG.","news_type":1,"symbols_score_info":{"NBIZ":0.6,"NBIG":0.6,"NBIL":0.6,"NBIS":1.98,"NEBX":0.6}},"isVote":1,"tweetType":1,"viewCount":722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":563323341525808,"gmtCreate":1778559899403,"gmtModify":1778561898905,"author":{"id":"4235649508181162","authorId":"4235649508181162","name":"wig trader","avatar":"https://community-static.tradeup.com/news/cce95fd388d3781c6f60635e31c475df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235649508181162","idStr":"4235649508181162"},"themes":[],"title":"","htmlText":"If those small nuclear power plants which can be transported for us military are perfected, maybe 1000 of those around the place could be the answer, these run on nuclear fuel that is way more stable and safer than the glowing rods the Springfield nuclear power plant uses (nuclear fuel used in a steam turbine run from a nuclear&nbsp;chain reaction are not fluro green) Anyway they have failsafe measures and don't need the containment&nbsp;barriers typical nuclear power plant need","listText":"If those small nuclear power plants which can be transported for us military are perfected, maybe 1000 of those around the place could be the answer, these run on nuclear fuel that is way more stable and safer than the glowing rods the Springfield nuclear power plant uses (nuclear fuel used in a steam turbine run from a nuclear&nbsp;chain reaction are not fluro green) Anyway they have failsafe measures and don't need the containment&nbsp;barriers typical nuclear power plant need","text":"If those small nuclear power plants which can be transported for us military are perfected, maybe 1000 of those around the place could be the answer, these run on nuclear fuel that is way more stable and safer than the glowing rods the Springfield nuclear power plant uses (nuclear fuel used in a steam turbine run from a nuclear chain reaction are not fluro green) Anyway they have failsafe measures and don't need the containment barriers typical nuclear power plant need","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/563323341525808","repostId":"2634259534","repostType":2,"repost":{"id":"2634259534","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":1778558171,"share":"https://ttm.financial/m/news/2634259534?lang=en_US&edition=fundamental","pubTime":"2026-05-12 11:56","market":"sg","language":"en","title":"Meet the Nvidias of Power — 5 Stocks Winning Big Tech's $700 Billion AI Energy Grab","url":"https://stock-news.laohu8.com/highlight/detail?id=2634259534","media":"Dow Jones","summary":"Infrastructure giants such as GE Vernova and Bloom Energy are the new gatekeepers of the AI grid. AI is repricing energy across the U.S. economy, but not uniformly.Data-center electricity demand is growing several times faster than global electricity consumption, and AI-focused facilities are growing faster still.Big Tech's AI buildout has a power problem, and it is no longer confined to data centers. The shortage is moving through the grid, into utility-rate filings, onto the balance sheets of energy-intensive industries, and straight into the cost structures of software companies that built their business models on the assumption that computing was cheap.For investors, the question is not whether AI is inflating energy costs. That debate is settled. The question is who absorbs those costs, who can pass them on, and which companies sit on either side.The hyperscalers are largely insulated. Amazon, Microsoft, Google and Meta","content":"<html><head></head><body><blockquote><p>Data-center electricity demand is growing several times faster than global electricity consumption, and AI-focused facilities are growing faster still.</p></blockquote><p>Big Tech&#39;s AI buildout has a power problem, and it is no longer confined to data centers. The shortage is moving through the grid, into utility-rate filings, onto the balance sheets of energy-intensive industries, and straight into the cost structures of software companies that built their business models on the assumption that computing was cheap.</p><p>For investors, the question is not whether AI is inflating energy costs. That debate is settled. The question is who absorbs those costs, who can pass them on, and which companies sit on either side.</p><p>Let&#39;s start with the grid itself. A Bloomberg analysis found that wholesale electricity costs near major data-center clusters have risen sharply since 2020, with some areas seeing increases of more than 250%. PJM Interconnection, the grid operator serving much of the U.S. Mid-Atlantic and <a href=\"https://laohu8.com/S/MDWT\">Midwest</a>, shows how quickly that pressure can move from local demand into marketwide pricing. Its capacity prices rose from under $30 per megawatt-day for 2024-&#39;25 to more than $300 for 2026-&#39;27.</p><p>Once new load pushes against available generation and transmission, the cost does not stay neatly attached to the companies creating the demand. It spreads through capacity markets, rate filings and industrial power bills.</p><p>The International Energy Agency puts the trajectory plainly: Data-center electricity demand is growing several times faster than global electricity consumption, and AI-focused facilities are growing faster still. The capex cycle behind that demand is enormous. Alphabet <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com (AMZN), Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) are on track to spend around $700 billion in capital expenditure in 2026 alone, up roughly 77% from the prior year. That spending is landing on the grid, and the grid is passing it along.</p><p>Consumers already are feeling the hit. Utilities filed a record $31 billion in rate-increase requests in 2025, while academic estimates suggest data-center load could push average U.S. electricity bills significantly higher by 2030, with far larger effects in the most constrained markets. U.S. states are beginning to respond. Texas Senate Bill 6 is one example: Large-load customers are now being forced to shoulder more of the infrastructure risk they create.</p><p>The most useful framework for investors is not simply who uses energy, but who has the leverage to pass on rising costs and who is forced to absorb them.</p><p>The hyperscalers are largely insulated. Amazon, Microsoft, Google and Meta have the scale to negotiate long-term power-purchase agreements directly with generators, build generation capacity behind the meter and lock in rates before the open market reprices. Their capital budgets allow them to absorb, hedge or pre-empt energy-cost inflation in ways smaller companies cannot. The more interesting investment question is what happens to everyone else.</p><p>On the physical side, energy-intensive manufacturers are the most exposed group that the market consistently underweights. A steel plant or aluminum smelter competing for electricity in a regional market where data-center demand has collided with tight supply and pushed capacity prices sharply higher does not have many options. It is a price-taker - and the price is going up. The margin squeeze does not resolve until new generation capacity comes online - which, given gas turbine lead times now running up to seven years, is not soon.</p><p>On the software side, the dynamic is different but the conclusion is similar. The AI boom has restructured the cost of computing in ways that traditional SaaS economics did not anticipate. Where conventional software companies operate at 80% to 90% gross margins because marginal cost per additional user approaches zero, AI-native companies run structurally lower - around 50% to 60% - because every query incurs real inference costs. Mid-tier software companies building AI features on top of third-party application programming interfaces are caught in the middle: paying per token; passing some of that cost through pricing models that are still being calibrated, and competing against hyperscalers who own the computing power and can always undercut them on price.</p><p>The clearest investment case sits in the infrastructure that has no option except to be built. Utilities directly in the path of hyperscaler capital are the most evident plays. <a href=\"https://laohu8.com/S/D\">Dominion</a> Energy (D) and Entergy <a href=\"https://laohu8.com/S/ETR\">$(ETR)$</a> are both guiding for strong earnings growth through 2029, backed by contracted data-center load.</p><h3 id=\"id_2237614856\">5 stocks to watch</h3><p>Grid equipment and power management companies carry more asymmetric upside. GE Vernova (GEV) has effectively sold out its gas turbine production through 2030, with a backlog that hit 100 gigawatts in the first quarter of 2026; management expects the remaining slots will be gone by year&#39;s end. Eaton Corp. <a href=\"https://laohu8.com/S/ETN\">$(ETN)$</a> supplies electrical management systems that every data center requires regardless of what happens to any individual AI company. Quanta Services <a href=\"https://laohu8.com/S/PWR\">$(PWR)$</a> builds the grid connections these facilities need, a bottleneck that in some regions now rivals chip supply as a limiting factor. Trane Technologies <a href=\"https://laohu8.com/S/TT\">$(TT)$</a> is the equivalent play on cooling - a non-discretionary cost that scales directly with computing density.</p><p>On the generation side, Bloom Energy <a href=\"https://laohu8.com/S/BE\">$(BE)$</a> went from clean-energy alternative to critical infrastructure provider after operators discovered that fuel-cell installations could bypass interconnection queues that stretch years in constrained markets - coming online in a fraction of the time. A $5 billion partnership with <a href=\"https://laohu8.com/S/BAM\">Brookfield Asset Management</a> in late 2025 validated the position. Finally, NextEra Energy <a href=\"https://laohu8.com/S/NEE\">$(NEE)$</a>, with a 33 GW renewable and storage development backlog, is the large-cap version of the same thesis.</p><h3 id=\"id_1824143791\">Unsettled environment</h3><p>One caveat worth tracking: The regulatory environment is not settled. <a href=\"https://laohu8.com/S/CEG\">Constellation</a> Energy (CEG), for example, sold off sharply in a single session in January when regulators signaled interest in capping electricity prices. The political economy of electricity is not friendly to uncapped pricing when consumers are already seeing higher utility bills. Companies with significant exposure to wholesale market pricing rather than long-term contracts carry regulatory risk that current valuations may not fully price in.</p><p>AI is repricing energy across the U.S. economy, but not uniformly. The repricing concentrates where computing is dense, flows outward through grid pricing mechanisms, and lands unevenly depending on whether a company can negotiate around it, pass it through, or is simply exposed to it as a cost it cannot control.</p><p>The companies worth owning are those with contracted demand, captive supply chain, or irreplaceable positions in the physical infrastructure that no amount of software optimization can eliminate. The ones to watch carefully are energy-intensive manufacturers in AI-dense grid regions and software companies running inference at scale on third-party computing, with pricing models that have not yet caught up to their actual cost structure.</p><p>The grid is the substrate on which the AI economy runs. Its constraints and its pricing are now investment variables, and investors who treat them as such will have an edge over those still reading this purely as a tech story.</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>Meet the Nvidias of Power — 5 Stocks Winning Big Tech's $700 Billion AI Energy Grab</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\">\nMeet the Nvidias of Power — 5 Stocks Winning Big Tech's $700 Billion AI Energy Grab\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-12 11:56</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>Data-center electricity demand is growing several times faster than global electricity consumption, and AI-focused facilities are growing faster still.</p></blockquote><p>Big Tech&#39;s AI buildout has a power problem, and it is no longer confined to data centers. The shortage is moving through the grid, into utility-rate filings, onto the balance sheets of energy-intensive industries, and straight into the cost structures of software companies that built their business models on the assumption that computing was cheap.</p><p>For investors, the question is not whether AI is inflating energy costs. That debate is settled. The question is who absorbs those costs, who can pass them on, and which companies sit on either side.</p><p>Let&#39;s start with the grid itself. A Bloomberg analysis found that wholesale electricity costs near major data-center clusters have risen sharply since 2020, with some areas seeing increases of more than 250%. PJM Interconnection, the grid operator serving much of the U.S. Mid-Atlantic and <a href=\"https://laohu8.com/S/MDWT\">Midwest</a>, shows how quickly that pressure can move from local demand into marketwide pricing. Its capacity prices rose from under $30 per megawatt-day for 2024-&#39;25 to more than $300 for 2026-&#39;27.</p><p>Once new load pushes against available generation and transmission, the cost does not stay neatly attached to the companies creating the demand. It spreads through capacity markets, rate filings and industrial power bills.</p><p>The International Energy Agency puts the trajectory plainly: Data-center electricity demand is growing several times faster than global electricity consumption, and AI-focused facilities are growing faster still. The capex cycle behind that demand is enormous. Alphabet <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a>, <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com (AMZN), Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a> and <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) are on track to spend around $700 billion in capital expenditure in 2026 alone, up roughly 77% from the prior year. That spending is landing on the grid, and the grid is passing it along.</p><p>Consumers already are feeling the hit. Utilities filed a record $31 billion in rate-increase requests in 2025, while academic estimates suggest data-center load could push average U.S. electricity bills significantly higher by 2030, with far larger effects in the most constrained markets. U.S. states are beginning to respond. Texas Senate Bill 6 is one example: Large-load customers are now being forced to shoulder more of the infrastructure risk they create.</p><p>The most useful framework for investors is not simply who uses energy, but who has the leverage to pass on rising costs and who is forced to absorb them.</p><p>The hyperscalers are largely insulated. Amazon, Microsoft, Google and Meta have the scale to negotiate long-term power-purchase agreements directly with generators, build generation capacity behind the meter and lock in rates before the open market reprices. Their capital budgets allow them to absorb, hedge or pre-empt energy-cost inflation in ways smaller companies cannot. The more interesting investment question is what happens to everyone else.</p><p>On the physical side, energy-intensive manufacturers are the most exposed group that the market consistently underweights. A steel plant or aluminum smelter competing for electricity in a regional market where data-center demand has collided with tight supply and pushed capacity prices sharply higher does not have many options. It is a price-taker - and the price is going up. The margin squeeze does not resolve until new generation capacity comes online - which, given gas turbine lead times now running up to seven years, is not soon.</p><p>On the software side, the dynamic is different but the conclusion is similar. The AI boom has restructured the cost of computing in ways that traditional SaaS economics did not anticipate. Where conventional software companies operate at 80% to 90% gross margins because marginal cost per additional user approaches zero, AI-native companies run structurally lower - around 50% to 60% - because every query incurs real inference costs. Mid-tier software companies building AI features on top of third-party application programming interfaces are caught in the middle: paying per token; passing some of that cost through pricing models that are still being calibrated, and competing against hyperscalers who own the computing power and can always undercut them on price.</p><p>The clearest investment case sits in the infrastructure that has no option except to be built. Utilities directly in the path of hyperscaler capital are the most evident plays. <a href=\"https://laohu8.com/S/D\">Dominion</a> Energy (D) and Entergy <a href=\"https://laohu8.com/S/ETR\">$(ETR)$</a> are both guiding for strong earnings growth through 2029, backed by contracted data-center load.</p><h3 id=\"id_2237614856\">5 stocks to watch</h3><p>Grid equipment and power management companies carry more asymmetric upside. GE Vernova (GEV) has effectively sold out its gas turbine production through 2030, with a backlog that hit 100 gigawatts in the first quarter of 2026; management expects the remaining slots will be gone by year&#39;s end. Eaton Corp. <a href=\"https://laohu8.com/S/ETN\">$(ETN)$</a> supplies electrical management systems that every data center requires regardless of what happens to any individual AI company. Quanta Services <a href=\"https://laohu8.com/S/PWR\">$(PWR)$</a> builds the grid connections these facilities need, a bottleneck that in some regions now rivals chip supply as a limiting factor. Trane Technologies <a href=\"https://laohu8.com/S/TT\">$(TT)$</a> is the equivalent play on cooling - a non-discretionary cost that scales directly with computing density.</p><p>On the generation side, Bloom Energy <a href=\"https://laohu8.com/S/BE\">$(BE)$</a> went from clean-energy alternative to critical infrastructure provider after operators discovered that fuel-cell installations could bypass interconnection queues that stretch years in constrained markets - coming online in a fraction of the time. A $5 billion partnership with <a href=\"https://laohu8.com/S/BAM\">Brookfield Asset Management</a> in late 2025 validated the position. Finally, NextEra Energy <a href=\"https://laohu8.com/S/NEE\">$(NEE)$</a>, with a 33 GW renewable and storage development backlog, is the large-cap version of the same thesis.</p><h3 id=\"id_1824143791\">Unsettled environment</h3><p>One caveat worth tracking: The regulatory environment is not settled. <a href=\"https://laohu8.com/S/CEG\">Constellation</a> Energy (CEG), for example, sold off sharply in a single session in January when regulators signaled interest in capping electricity prices. The political economy of electricity is not friendly to uncapped pricing when consumers are already seeing higher utility bills. Companies with significant exposure to wholesale market pricing rather than long-term contracts carry regulatory risk that current valuations may not fully price in.</p><p>AI is repricing energy across the U.S. economy, but not uniformly. The repricing concentrates where computing is dense, flows outward through grid pricing mechanisms, and lands unevenly depending on whether a company can negotiate around it, pass it through, or is simply exposed to it as a cost it cannot control.</p><p>The companies worth owning are those with contracted demand, captive supply chain, or irreplaceable positions in the physical infrastructure that no amount of software optimization can eliminate. The ones to watch carefully are energy-intensive manufacturers in AI-dense grid regions and software companies running inference at scale on third-party computing, with pricing models that have not yet caught up to their actual cost structure.</p><p>The grid is the substrate on which the AI economy runs. Its constraints and its pricing are now investment variables, and investors who treat them as such will have an edge over those still reading this purely as a tech story.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","HK0000532082.HKD":"ALLIANZ SELECTION INCOME AND GROWTH \"AM\" (HKD) INC","LU0861579265.USD":"联博低波幅策略股票基金A","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0109392836.USD":"富兰克林科技股A","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0143551892.USD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A\" (USD) ACC","PWR":"广达公司","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU2394011477.USD":"JPMORGAN CLIMATE CHANGE SOLUTIONS \"A\" (USD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU2500361329.USD":"NORDEA 1 GLOBAL SUSTAINABLE LISTED REAL ASSETS \"B\" (USD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4220":"综合零售","LU2498475776.HKD":"AMUNDI FUNDS REAL ASSETS TARGET INCOME \"A2\" (HKD) INC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) INC","MSFD":"1倍做空MSFT ETF-Direxion","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","LU0444971666.USD":"天利全球科技基金","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU2999663052.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A4P\" (SGD) INC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","MSFL":"2倍做多MSFT ETF-GraniteShares","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0124384867.USD":"贝莱德新能源基金A2","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","MSFO":"MSFT期权收益策略ETF-YieldMax","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU2168564495.EUR":"AZ ALLOCATION - 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Franklin Income A MDIS SGD-H1","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2634259534","content_text":"Data-center electricity demand is growing several times faster than global electricity consumption, and AI-focused facilities are growing faster still.Big Tech's AI buildout has a power problem, and it is no longer confined to data centers. The shortage is moving through the grid, into utility-rate filings, onto the balance sheets of energy-intensive industries, and straight into the cost structures of software companies that built their business models on the assumption that computing was cheap.For investors, the question is not whether AI is inflating energy costs. That debate is settled. The question is who absorbs those costs, who can pass them on, and which companies sit on either side.Let's start with the grid itself. A Bloomberg analysis found that wholesale electricity costs near major data-center clusters have risen sharply since 2020, with some areas seeing increases of more than 250%. PJM Interconnection, the grid operator serving much of the U.S. Mid-Atlantic and Midwest, shows how quickly that pressure can move from local demand into marketwide pricing. Its capacity prices rose from under $30 per megawatt-day for 2024-'25 to more than $300 for 2026-'27.Once new load pushes against available generation and transmission, the cost does not stay neatly attached to the companies creating the demand. It spreads through capacity markets, rate filings and industrial power bills.The International Energy Agency puts the trajectory plainly: Data-center electricity demand is growing several times faster than global electricity consumption, and AI-focused facilities are growing faster still. The capex cycle behind that demand is enormous. Alphabet $(GOOG)$ $(GOOGL)$, Amazon.com (AMZN), Microsoft $(MSFT)$ and Meta Platforms (META) are on track to spend around $700 billion in capital expenditure in 2026 alone, up roughly 77% from the prior year. That spending is landing on the grid, and the grid is passing it along.Consumers already are feeling the hit. Utilities filed a record $31 billion in rate-increase requests in 2025, while academic estimates suggest data-center load could push average U.S. electricity bills significantly higher by 2030, with far larger effects in the most constrained markets. U.S. states are beginning to respond. Texas Senate Bill 6 is one example: Large-load customers are now being forced to shoulder more of the infrastructure risk they create.The most useful framework for investors is not simply who uses energy, but who has the leverage to pass on rising costs and who is forced to absorb them.The hyperscalers are largely insulated. Amazon, Microsoft, Google and Meta have the scale to negotiate long-term power-purchase agreements directly with generators, build generation capacity behind the meter and lock in rates before the open market reprices. Their capital budgets allow them to absorb, hedge or pre-empt energy-cost inflation in ways smaller companies cannot. The more interesting investment question is what happens to everyone else.On the physical side, energy-intensive manufacturers are the most exposed group that the market consistently underweights. A steel plant or aluminum smelter competing for electricity in a regional market where data-center demand has collided with tight supply and pushed capacity prices sharply higher does not have many options. It is a price-taker - and the price is going up. The margin squeeze does not resolve until new generation capacity comes online - which, given gas turbine lead times now running up to seven years, is not soon.On the software side, the dynamic is different but the conclusion is similar. The AI boom has restructured the cost of computing in ways that traditional SaaS economics did not anticipate. Where conventional software companies operate at 80% to 90% gross margins because marginal cost per additional user approaches zero, AI-native companies run structurally lower - around 50% to 60% - because every query incurs real inference costs. Mid-tier software companies building AI features on top of third-party application programming interfaces are caught in the middle: paying per token; passing some of that cost through pricing models that are still being calibrated, and competing against hyperscalers who own the computing power and can always undercut them on price.The clearest investment case sits in the infrastructure that has no option except to be built. Utilities directly in the path of hyperscaler capital are the most evident plays. Dominion Energy (D) and Entergy $(ETR)$ are both guiding for strong earnings growth through 2029, backed by contracted data-center load.5 stocks to watchGrid equipment and power management companies carry more asymmetric upside. GE Vernova (GEV) has effectively sold out its gas turbine production through 2030, with a backlog that hit 100 gigawatts in the first quarter of 2026; management expects the remaining slots will be gone by year's end. Eaton Corp. $(ETN)$ supplies electrical management systems that every data center requires regardless of what happens to any individual AI company. Quanta Services $(PWR)$ builds the grid connections these facilities need, a bottleneck that in some regions now rivals chip supply as a limiting factor. Trane Technologies $(TT)$ is the equivalent play on cooling - a non-discretionary cost that scales directly with computing density.On the generation side, Bloom Energy $(BE)$ went from clean-energy alternative to critical infrastructure provider after operators discovered that fuel-cell installations could bypass interconnection queues that stretch years in constrained markets - coming online in a fraction of the time. A $5 billion partnership with Brookfield Asset Management in late 2025 validated the position. Finally, NextEra Energy $(NEE)$, with a 33 GW renewable and storage development backlog, is the large-cap version of the same thesis.Unsettled environmentOne caveat worth tracking: The regulatory environment is not settled. Constellation Energy (CEG), for example, sold off sharply in a single session in January when regulators signaled interest in capping electricity prices. The political economy of electricity is not friendly to uncapped pricing when consumers are already seeing higher utility bills. Companies with significant exposure to wholesale market pricing rather than long-term contracts carry regulatory risk that current valuations may not fully price in.AI is repricing energy across the U.S. economy, but not uniformly. The repricing concentrates where computing is dense, flows outward through grid pricing mechanisms, and lands unevenly depending on whether a company can negotiate around it, pass it through, or is simply exposed to it as a cost it cannot control.The companies worth owning are those with contracted demand, captive supply chain, or irreplaceable positions in the physical infrastructure that no amount of software optimization can eliminate. The ones to watch carefully are energy-intensive manufacturers in AI-dense grid regions and software companies running inference at scale on third-party computing, with pricing models that have not yet caught up to their actual cost structure.The grid is the substrate on which the AI economy runs. Its constraints and its pricing are now investment variables, and investors who treat them as such will have an edge over those still reading this purely as a tech story.","news_type":1,"symbols_score_info":{"USJW.SI":0.6,"BEG":0.6,"GOU":0.6,"AMZY":0.6,"USAW.SI":0.6,"GEVG":0.6,"BE":1.9,"MSFO":0.6,"GGLS":0.6,"AMZU":0.6,"GEV":1.91,"PWR":1.88,"AMZD":0.6,"NEE":1.85,"ETN":1.89,"GOOW":0.6,"AAPL":0.6,"YMAG":0.63,"AMZZ":0.6,"CEGX":0.6,"MSFU":0.6,"MSFL":0.6,"BEZ":0.6,"AIYY":0.6,"TT":1.87,"AMZW":0.6,"TSLA":0.6,"MSFX":0.6,"GEVX":0.6,"GGLL":0.6,"NVDA":0.6,"MSFD":0.6,"MSFY":0.6,"AZYY":0.6,"GOOX":0.6,"GOOY":0.6,"GOOP":0.6,"MSFW":0.6,"AMZP":0.6,"BEX":0.6}},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}