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06-04 18:57

Around 5% of day traders are profitable. Even for those who do make money, the juice may not be worth the squeeze. Another paper by Barber and Odean found that the average active investor reliably underperforms the broader market. "Very few people make money, even fewer make enough to make a real living of it."

06-02

optical communication stocks

05-28

AI infra

05-08

Super cycle

04-09

The war does have massive impacts, even to average citizens in other parts of world that is not inflicted by the tragical brutalities. It seems, so far, isolated, but we are not, that’s why the government issued new round of support measures for the public. And the impact on the stock market and oil prices are much more pronounced [Facepalm]

@L.Lim:Isn't that wonderful, any rally could be cut in half by another disruption, but the rally came in so hard and so quickly that investors might just want that to scrape out good value. I felt that the war had minimal impact, the stock market was waiting on any "good news" from the man in the white house, so it could start climbing. By the time the ceasefire was agreed, it felt like nothing too significant happened since everyone already was recovering. I wonder if the ceasefire does not hold, and the reaction of the market, would there even be a big slide The Hormuz chokehold will indeed not be going away any time soon, so what are we really rebounding so quickly for...

03-31

Apollo Global Management (APO), Ares Management (ARES), Blackstone (BX), and Blue Owl Capital (OWL)

Market Chatter: PC Giants Have More Exposure to Software Industry Than Filings Suggest

03-16

HK semi

HK Movers | Semiconductor Shares Jump. Giga Device up 12%; Hua Hong Semi up over 6%; Montage Tech up over 5%; Innoscience up Nearly 3%

02-05

Ranging from $70 to $200~, valuation is indeed an art, rathern than science. Recent AMD, or even Microsoft pullback demonstrated that, even if the fundamentals are strong, you gotta meet or beat the Wallstreet expectations 🤣

Palantir's $50 Floor: RBC Issues Brutal 70% Downside Warning

02-04

AI stocks

@Market_Chart:We're in an AI memory supercycle

01-29

Semi picks

@TigerPicks:Semiconductor Stars|Will INTC, TXN, RMBS, MCHP& MU Extend Momentum?

01-29

Defense stocks

These Stocks Are The Market's New Momentum Plays As Big Tech Loses Steam

01-29

Let's see how the market will react to the recent additional joint investment with NV in OpenAI [What]

Why Microsoft's Stock Is Getting Punished After Earnings

01-28

Great article, would you like to share it?

@Market_Chart:Buy what the president says: tech, energy, defense, space, EVs

01-28

Thematics picks

Premarket | Precious metal concept NAMM surged 17%, Corning exposed positive news, medical insurance stocks plummeted

01-27

Rare earth picks

@AfraSimon:Top Rare Earth Picks

01-26

Robotics

@Pinkspider:ROBOTIC FUTURE

01-26

White house? Thematics

@Market_Chart:Buy what the president says: tech, energy, defense, space, EVs

01-15

Is this helping to restore USD or destroy? [Smile]

01-13

Google & Apple deals marks a significant milestone and such a blow to Tesla

Elon Musk Slams Google, Apple Deal: "Unreasonable Concentration of Power"

01-09

$MINIMAX-WP(00100)$ 🤭

Go to Tiger App to see more news

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It seems, so far, isolated, but we are not, that’s why the government issued new round of support measures for the public. And the impact on the stock market and oil prices are much more pronounced [Facepalm]","listText":"The war does have massive impacts, even to average citizens in other parts of world that is not inflicted by the tragical brutalities. It seems, so far, isolated, but we are not, that’s why the government issued new round of support measures for the public. And the impact on the stock market and oil prices are much more pronounced [Facepalm]","text":"The war does have massive impacts, even to average citizens in other parts of world that is not inflicted by the tragical brutalities. It seems, so far, isolated, but we are not, that’s why the government issued new round of support measures for the public. And the impact on the stock market and oil prices are much more pronounced [Facepalm]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/551778412327064","repostId":"551609345062392","repostType":1,"repost":{"id":551609345062392,"gmtCreate":1775691478991,"gmtModify":1775696628814,"author":{"id":"4099302906769020","authorId":"4099302906769020","name":"L.Lim","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099302906769020","idStr":"4099302906769020"},"themes":[],"title":"","htmlText":"Isn't that wonderful, any rally could be cut in half by another disruption, but the rally came in so hard and so quickly that investors might just want that to scrape out good value. I felt that the war had minimal impact, the stock market was waiting on any \"good news\" from the man in the white house, so it could start climbing. By the time the ceasefire was agreed, it felt like nothing too significant happened since everyone already was recovering. I wonder if the ceasefire does not hold, and the reaction of the market, would there even be a big slide The Hormuz chokehold will indeed not be going away any time soon, so what are we really rebounding so quickly for...","listText":"Isn't that wonderful, any rally could be cut in half by another disruption, but the rally came in so hard and so quickly that investors might just want that to scrape out good value. I felt that the war had minimal impact, the stock market was waiting on any \"good news\" from the man in the white house, so it could start climbing. By the time the ceasefire was agreed, it felt like nothing too significant happened since everyone already was recovering. I wonder if the ceasefire does not hold, and the reaction of the market, would there even be a big slide The Hormuz chokehold will indeed not be going away any time soon, so what are we really rebounding so quickly for...","text":"Isn't that wonderful, any rally could be cut in half by another disruption, but the rally came in so hard and so quickly that investors might just want that to scrape out good value. I felt that the war had minimal impact, the stock market was waiting on any \"good news\" from the man in the white house, so it could start climbing. By the time the ceasefire was agreed, it felt like nothing too significant happened since everyone already was recovering. I wonder if the ceasefire does not hold, and the reaction of the market, would there even be a big slide The Hormuz chokehold will indeed not be going away any time soon, so what are we really rebounding so quickly for...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/551609345062392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":548322332582640,"gmtCreate":1774892173078,"gmtModify":1774892178586,"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"themes":[],"title":"","htmlText":"Apollo Global Management (APO), Ares Management (ARES),&nbsp; Blackstone (BX), and&nbsp; Blue Owl Capital (OWL)","listText":"Apollo Global Management (APO), Ares Management (ARES),&nbsp; Blackstone (BX), and&nbsp; Blue Owl Capital (OWL)","text":"Apollo Global Management (APO), Ares Management (ARES), Blackstone (BX), and Blue Owl Capital (OWL)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/548322332582640","repostId":"2623317921","repostType":2,"repost":{"id":"2623317921","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1774872676,"share":"https://ttm.financial/m/news/2623317921?lang=en_US&edition=fundamental","pubTime":"2026-03-30 20:11","market":"fut","language":"en","title":"Market Chatter: PC Giants Have More Exposure to Software Industry Than Filings Suggest","url":"https://stock-news.laohu8.com/highlight/detail?id=2623317921","media":"MT Newswires Live","summary":"Four large funds marketed to individual investors by Apollo Global Management , Ares Management , Blackstone , and Blue Owl Capital  have more exposure to the ailing software sector than the private credit firms' filings suggest, The Wall Street Journal reported Monday, citing an analysis it conducted.\"On average, the four funds classified about 19% of their investments as software, while the Journal found their average software exposure to be about 25%,\" the report said.The four firms didn't immediately reply to requests for comment from MT Newswires.","content":"<html><body><p> Four large funds marketed to individual investors by Apollo Global Management (APO), Ares Management (ARES), <a href=\"https://laohu8.com/S/BX\">Blackstone</a> (BX), and <a href=\"https://laohu8.com/S/OBDE\">Blue Owl</a> Capital (OWL) have more exposure to the ailing software sector than the private credit firms' filings suggest, The Wall Street Journal reported Monday, citing an analysis it conducted.</p><p>\"On average, the four funds classified about 19% of their investments as software, while the Journal found their average software exposure to be about 25%,\" the report said.</p><p>The four firms didn't immediately reply to requests for comment from MT Newswires.</p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p></body></html>","source":"mtnewswires_news","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>Market Chatter: PC Giants Have More Exposure to Software Industry Than Filings Suggest</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\">\nMarket Chatter: PC Giants Have More Exposure to Software Industry Than Filings Suggest\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2026-03-30 20:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Four large funds marketed to individual investors by Apollo Global Management (APO), Ares Management (ARES), <a href=\"https://laohu8.com/S/BX\">Blackstone</a> (BX), and <a href=\"https://laohu8.com/S/OBDE\">Blue Owl</a> Capital (OWL) have more exposure to the ailing software sector than the private credit firms' filings suggest, The Wall Street Journal reported Monday, citing an analysis it conducted.</p><p>\"On average, the four funds classified about 19% of their investments as software, while the Journal found their average software exposure to be about 25%,\" the report said.</p><p>The four firms didn't immediately reply to requests for comment from MT Newswires.</p><p>(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4135":"资产管理与托管银行","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0971096721.USD":"富达环球金融服务 A","BK4209":"餐馆","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU0006061336.USD":"Blackrock US Small and MidCap Opportunities A2 USD","BK4588":"碎股","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0106831901.USD":"贝莱德世界金融基金A2","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","ARES":"Ares Management L.P.","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4184":"其它综合性金融服务","APO":"阿波罗全球管理","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","OWL":"Blue Owl Capital Inc.","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","PC":"Premium Catering (Holdings) Ltd.","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","IE00B64PRP62.GBP":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (GBP) ACC","BX":"黑石","IE00B3QW5Z07.USD":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BGHQF748.EUR":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (EUR) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2623317921","content_text":"Four large funds marketed to individual investors by Apollo Global Management (APO), Ares Management (ARES), Blackstone (BX), and Blue Owl Capital (OWL) have more exposure to the ailing software sector than the private credit firms' filings suggest, The Wall Street Journal reported Monday, citing an analysis it conducted.\"On average, the four funds classified about 19% of their investments as software, while the Journal found their average software exposure to be about 25%,\" the report said.The four firms didn't immediately reply to requests for comment from MT Newswires.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)","news_type":1,"symbols_score_info":{"BX":1,"OWL":1,"ARES":1,"APO":1,"PC":1.5}},"isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":543175590778248,"gmtCreate":1773639176828,"gmtModify":1773639180703,"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"themes":[],"title":"","htmlText":"HK semi","listText":"HK semi","text":"HK semi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/543175590778248","repostId":"1183735686","repostType":4,"repost":{"id":"1183735686","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1773637725,"share":"https://ttm.financial/m/news/1183735686?lang=en_US&edition=fundamental","pubTime":"2026-03-16 13:08","market":"hk","language":"en","title":"HK Movers | Semiconductor Shares Jump. Giga Device up 12%; Hua Hong Semi up over 6%; Montage Tech up over 5%; Innoscience up Nearly 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1183735686","media":"Tiger Newspress","summary":"Semiconductor shares jumped in Hong Kong. Giga Device up about 12%; Hua Hong Semi up over 6%; Montage Tech up over 5%; Innoscience up nearly 3%.","content":"<html><head></head><body><p>Semiconductor shares jumped in Hong Kong. Giga Device up about 12%; Hua Hong Semi up over 6%; Montage Tech up over 5%; Innoscience up nearly 3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/505dd295e9eb802061bf51a6cede3955\" tg-width=\"525\" tg-height=\"381\"/></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>HK Movers | Semiconductor Shares Jump. Giga Device up 12%; Hua Hong Semi up over 6%; Montage Tech up over 5%; Innoscience up Nearly 3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHK Movers | Semiconductor Shares Jump. Giga Device up 12%; Hua Hong Semi up over 6%; Montage Tech up over 5%; Innoscience up Nearly 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2026-03-16 13:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Semiconductor shares jumped in Hong Kong. Giga Device up about 12%; Hua Hong Semi up over 6%; Montage Tech up over 5%; Innoscience up nearly 3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/505dd295e9eb802061bf51a6cede3955\" tg-width=\"525\" tg-height=\"381\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01912":"康特隆","02878":"晶门半导体","01347":"华虹半导体","02577":"英诺赛科","00981":"中芯国际","08490":"骏码半导体","01385":"上海复旦","00522":"ASMPT","06908":"宏光半导体"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183735686","content_text":"Semiconductor shares jumped in Hong Kong. Giga Device up about 12%; Hua Hong Semi up over 6%; Montage Tech up over 5%; Innoscience up nearly 3%.","news_type":1,"symbols_score_info":{"01385":2,"02577":2,"01347":2,"01912":2,"08490":2,"06908":2,"02878":2,"00981":2,"00522":2}},"isVote":1,"tweetType":1,"viewCount":1182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":529211567346672,"gmtCreate":1770224215891,"gmtModify":1770227672889,"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"themes":[],"title":"","htmlText":"Ranging from $70 to $200~, valuation is indeed an art, rathern than science. Recent AMD, or even Microsoft pullback demonstrated that, even if the fundamentals are strong, you gotta meet or beat&nbsp;the Wallstreet expectations 🤣","listText":"Ranging from $70 to $200~, valuation is indeed an art, rathern than science. Recent AMD, or even Microsoft pullback demonstrated that, even if the fundamentals are strong, you gotta meet or beat&nbsp;the Wallstreet expectations 🤣","text":"Ranging from $70 to $200~, valuation is indeed an art, rathern than science. Recent AMD, or even Microsoft pullback demonstrated that, even if the fundamentals are strong, you gotta meet or beat the Wallstreet expectations 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529211567346672","repostId":"2608898320","repostType":2,"repost":{"id":"2608898320","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1770044936,"share":"https://ttm.financial/m/news/2608898320?lang=en_US&edition=fundamental","pubTime":"2026-02-02 23:08","market":"us","language":"en","title":"Palantir's $50 Floor: RBC Issues Brutal 70% Downside Warning","url":"https://stock-news.laohu8.com/highlight/detail?id=2608898320","media":"Benzinga","summary":"Palantir steps into the spotlight with its Q4earnings report after Monday&#39;s closing bell, but it&#39;s bringing some baggage. ","content":"<html><body><p><strong><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Technologies, Inc. </strong>(NASDAQ:PLTR) steps into the spotlight with its fourth-quarter earnings report after Monday's closing bell, but it's bringing some baggage. </p>\n<ul>\n<li><em>PLTR stock is moving. </em><em>See the chart and price action here. </em></li>\n</ul>\n<p>While the stock has nearly doubled over the last year, January was a rough month—shares fell 19% as investors grew nervous about the AI trade and Palantir's high price tag.</p>\n<h2>RBC's Warning</h2>\n<p>RBC Capital Markets analyst Rishi Jaluria maintained his skepticism last week with a Sell rating and $50 price target, representing a nearly 70% potential downside from current levels. </p>\n<p>Jaluria argued that Palantir stock is overdue for a reality check, according to TipRanks. </p>\n<p>The analyst's three main red flags:</p>\n<p><strong>Government Cooling:</strong> RBC's internal data suggests that the value of new government contracts is shrinking, even if global chaos keeps Palantir relevant in the long run.</p>\n<p><strong>Commercial Fatigue:</strong> Jaluria said there are whispers that the initial gold rush for Palantir's commercial tools are slowing, with some customers looking at cheaper competitors.</p>\n<p><strong>Cash Hoarding:</strong> Palantir is sitting on an immense cash pile with no plans to give back to shareholders through dividends or buybacks.<strong> </strong>Jaluria thinks retail investors are starting to lose patience.</p>\n<h2>The High Bar for Success</h2>\n<p>Despite RBC's skepticism, the expectations for Palantir's Q4 are massive. To keep the bulls happy, Palantir needs to hit some aggressive targets:</p>\n<ul>\n<li><strong>Earnings:</strong> Wall Street wants to see 23 cents per share, a massive 64% jump from last year.</li>\n<li><strong>Revenue:</strong> The goal is $1.34 billion, which would be a 62% increase.</li>\n</ul>\n<p><strong>The Bottom Line:</strong> RBC thinks the risk of Palantir stock crashing is much higher than the chance of it climbing further, calling the current setup “skewed to the downside.”</p>\n<p>Other analysts are not as pessimistic and the stock has an average price target of $195.28, according to data from Benzinga Pro.  </p>\n<p>Notable recent analyst calls include:</p>\n<ul>\n<li>Phillip Securities initiated PLTR with Buy and a $208 price target on Jan. 22. </li>\n<li>Citigroup upgraded Palantir shares to Buy and raised the price target from $210 to $235 on Jan. 12. </li>\n<li>Truist initiated coverage on PLTR with a Buy rating and a price target of $223.00 on Jan. 6. </li>\n</ul>\n<p><strong>PLTR Price Action: </strong>According to data from Benzinga Pro, Palantir stock was up 2.59% at $150.39 at the time of publication Monday morning. </p>\n<p><em>Photo: Shutterstock</em></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>Palantir's $50 Floor: RBC Issues Brutal 70% Downside Warning</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir's $50 Floor: RBC Issues Brutal 70% Downside Warning\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2026-02-02 23:08</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong><a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Technologies, Inc. </strong>(NASDAQ:PLTR) steps into the spotlight with its fourth-quarter earnings report after Monday's closing bell, but it's bringing some baggage. </p>\n<ul>\n<li><em>PLTR stock is moving. </em><em>See the chart and price action here. </em></li>\n</ul>\n<p>While the stock has nearly doubled over the last year, January was a rough month—shares fell 19% as investors grew nervous about the AI trade and Palantir's high price tag.</p>\n<h2>RBC's Warning</h2>\n<p>RBC Capital Markets analyst Rishi Jaluria maintained his skepticism last week with a Sell rating and $50 price target, representing a nearly 70% potential downside from current levels. </p>\n<p>Jaluria argued that Palantir stock is overdue for a reality check, according to TipRanks. </p>\n<p>The analyst's three main red flags:</p>\n<p><strong>Government Cooling:</strong> RBC's internal data suggests that the value of new government contracts is shrinking, even if global chaos keeps Palantir relevant in the long run.</p>\n<p><strong>Commercial Fatigue:</strong> Jaluria said there are whispers that the initial gold rush for Palantir's commercial tools are slowing, with some customers looking at cheaper competitors.</p>\n<p><strong>Cash Hoarding:</strong> Palantir is sitting on an immense cash pile with no plans to give back to shareholders through dividends or buybacks.<strong> </strong>Jaluria thinks retail investors are starting to lose patience.</p>\n<h2>The High Bar for Success</h2>\n<p>Despite RBC's skepticism, the expectations for Palantir's Q4 are massive. To keep the bulls happy, Palantir needs to hit some aggressive targets:</p>\n<ul>\n<li><strong>Earnings:</strong> Wall Street wants to see 23 cents per share, a massive 64% jump from last year.</li>\n<li><strong>Revenue:</strong> The goal is $1.34 billion, which would be a 62% increase.</li>\n</ul>\n<p><strong>The Bottom Line:</strong> RBC thinks the risk of Palantir stock crashing is much higher than the chance of it climbing further, calling the current setup “skewed to the downside.”</p>\n<p>Other analysts are not as pessimistic and the stock has an average price target of $195.28, according to data from Benzinga Pro.  </p>\n<p>Notable recent analyst calls include:</p>\n<ul>\n<li>Phillip Securities initiated PLTR with Buy and a $208 price target on Jan. 22. </li>\n<li>Citigroup upgraded Palantir shares to Buy and raised the price target from $210 to $235 on Jan. 12. </li>\n<li>Truist initiated coverage on PLTR with a Buy rating and a price target of $223.00 on Jan. 6. </li>\n</ul>\n<p><strong>PLTR Price Action: </strong>According to data from Benzinga Pro, Palantir stock was up 2.59% at $150.39 at the time of publication Monday morning. </p>\n<p><em>Photo: Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4543":"AI","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","PLTR":"Palantir Technologies Inc.","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","BK4023":"应用软件","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","BK4588":"碎股","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4585":"ETF&股票定投概念","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4547":"WSB热门概念","BK4613":"AI应用软件"},"source_url":"https://www.benzinga.com/trading-ideas/movers/26/02/50301699/palantir-pltr-stock-price-50-target-rbc","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2608898320","content_text":"Palantir Technologies, Inc. (NASDAQ:PLTR) steps into the spotlight with its fourth-quarter earnings report after Monday's closing bell, but it's bringing some baggage. \n\nPLTR stock is moving. See the chart and price action here. \n\nWhile the stock has nearly doubled over the last year, January was a rough month—shares fell 19% as investors grew nervous about the AI trade and Palantir's high price tag.\nRBC's Warning\nRBC Capital Markets analyst Rishi Jaluria maintained his skepticism last week with a Sell rating and $50 price target, representing a nearly 70% potential downside from current levels. \nJaluria argued that Palantir stock is overdue for a reality check, according to TipRanks. \nThe analyst's three main red flags:\nGovernment Cooling: RBC's internal data suggests that the value of new government contracts is shrinking, even if global chaos keeps Palantir relevant in the long run.\nCommercial Fatigue: Jaluria said there are whispers that the initial gold rush for Palantir's commercial tools are slowing, with some customers looking at cheaper competitors.\nCash Hoarding: Palantir is sitting on an immense cash pile with no plans to give back to shareholders through dividends or buybacks. Jaluria thinks retail investors are starting to lose patience.\nThe High Bar for Success\nDespite RBC's skepticism, the expectations for Palantir's Q4 are massive. To keep the bulls happy, Palantir needs to hit some aggressive targets:\n\nEarnings: Wall Street wants to see 23 cents per share, a massive 64% jump from last year.\nRevenue: The goal is $1.34 billion, which would be a 62% increase.\n\nThe Bottom Line: RBC thinks the risk of Palantir stock crashing is much higher than the chance of it climbing further, calling the current setup “skewed to the downside.”\nOther analysts are not as pessimistic and the stock has an average price target of $195.28, according to data from Benzinga Pro.  \nNotable recent analyst calls include:\n\nPhillip Securities initiated PLTR with Buy and a $208 price target on Jan. 22. \nCitigroup upgraded Palantir shares to Buy and raised the price target from $210 to $235 on Jan. 12. \nTruist initiated coverage on PLTR with a Buy rating and a price target of $223.00 on Jan. 6. \n\nPLTR Price Action: According to data from Benzinga Pro, Palantir stock was up 2.59% at $150.39 at the time of publication Monday morning. \nPhoto: Shutterstock","news_type":1,"symbols_score_info":{"PLTR":1.98}},"isVote":1,"tweetType":1,"viewCount":1686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":528844700616072,"gmtCreate":1770134526376,"gmtModify":1770134530428,"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"themes":[],"title":"","htmlText":"AI stocks&nbsp;","listText":"AI stocks&nbsp;","text":"AI stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/528844700616072","repostId":"519066702106872","repostType":1,"repost":{"id":519066702106872,"gmtCreate":1767750824287,"gmtModify":1767750837408,"author":{"id":"3527667648076720","authorId":"3527667648076720","name":"Market_Chart","avatar":"https://community-static.tradeup.com/news/7790bfb6787629e35b934102b29cb912","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667648076720","idStr":"3527667648076720"},"themes":[],"title":"We're in an AI memory supercycle","htmlText":"We're in an AI memory supercycle:HBM: <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> <a href=\"https://ttm.financial/S/HXSCL\">$SK Hynix, Inc.(HXSCL)$</a> <a href=\"https://ttm.financial/S/SSNHZ\">$Samsung Electronics Co., Ltd.(SSNHZ)$</a> NAND: <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> HDD: <a href=\"https://ttm.financial/S/STX\">$Seagate Technology PLC(STX)$</a> <a href=\"https://ttm.financial/S/WDC\">$Western Digital(WDC)$</a> Equipment: <a href=\"https://ttm.financial/S/LRCX\">$Lam Research(LRCX)$</a> <a href=\"https://ttm.financial/S/AMAT.UK\">$AMATI AIM VCT(AMAT.UK)$</a> Data Storage: <a href=\"https://ttm.financial/S/NTAP\">$NetApp(NTAP)$</a> <a href=\"https://ttm.financial/S/PSTG\">$Pure Storage(PSTG)$</a> Controller: <a href=\"https://ttm.financial/S/RMBS\"></a>","listText":"We're in an AI memory supercycle:HBM: <a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> <a href=\"https://ttm.financial/S/HXSCL\">$SK Hynix, Inc.(HXSCL)$</a> <a href=\"https://ttm.financial/S/SSNHZ\">$Samsung Electronics Co., Ltd.(SSNHZ)$</a> NAND: <a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> HDD: <a href=\"https://ttm.financial/S/STX\">$Seagate Technology PLC(STX)$</a> <a href=\"https://ttm.financial/S/WDC\">$Western Digital(WDC)$</a> Equipment: <a href=\"https://ttm.financial/S/LRCX\">$Lam Research(LRCX)$</a> <a href=\"https://ttm.financial/S/AMAT.UK\">$AMATI AIM VCT(AMAT.UK)$</a> Data Storage: <a href=\"https://ttm.financial/S/NTAP\">$NetApp(NTAP)$</a> <a href=\"https://ttm.financial/S/PSTG\">$Pure Storage(PSTG)$</a> Controller: <a href=\"https://ttm.financial/S/RMBS\"></a>","text":"We're in an AI memory supercycle:HBM: $Micron Technology(MU)$ $SK Hynix, Inc.(HXSCL)$ $Samsung Electronics Co., Ltd.(SSNHZ)$ NAND: $SanDisk Corp.(SNDK)$ HDD: $Seagate Technology PLC(STX)$ $Western Digital(WDC)$ Equipment: $Lam Research(LRCX)$ $AMATI AIM VCT(AMAT.UK)$ Data Storage: $NetApp(NTAP)$ $Pure Storage(PSTG)$ Controller:","images":[{"img":"https://community-static.tradeup.com/news/543ec7fe273d17939b5518353dda4896","width":"1080","height":"1146"},{"img":"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330"},{"img":"https://community-static.tradeup.com/news/0c1f52f0ec3a2f13f04e1a6a1b8cfcc6"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/519066702106872","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526987940974920,"gmtCreate":1769694700004,"gmtModify":1769694703533,"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"themes":[],"title":"","htmlText":"Semi picks&nbsp;","listText":"Semi picks&nbsp;","text":"Semi picks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526987940974920","repostId":"527066993402576","repostType":1,"repost":{"id":527066993402576,"gmtCreate":1769687074782,"gmtModify":1769693559572,"author":{"id":"9000000000000572","authorId":"9000000000000572","name":"TigerPicks","avatar":"https://community-static.tradeup.com/news/a6d452b050ca40d986d2e3e339c5dab1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000572","idStr":"9000000000000572"},"themes":[],"title":"Semiconductor Stars|Will INTC, TXN, RMBS, MCHP& MU Extend Momentum?","htmlText":"The semiconductor sector rose an average of ~1.81% at the January 28, 2026 ET market close, primarily driven by strong earnings beats and upbeat 2026 guidance from <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> and <a href=\"https://ttm.financial/S/HXSCL\">$SK Hynix, Inc.(HXSCL)$</a> , combined with reports that China approved <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> 's H200 AI chip sales, boosting AI demand optimism across the supply chain. The S&amp;P 500 <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> briefly surpassed the 7000 threshold during Wednesday's session, but ultimately ended the day near flat. The best-performing concepts is Semiconductors. Considering the different perceptions of the stock, this time TigerPicks chose <a href=\"\"></a>","listText":"The semiconductor sector rose an average of ~1.81% at the January 28, 2026 ET market close, primarily driven by strong earnings beats and upbeat 2026 guidance from <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> and <a href=\"https://ttm.financial/S/HXSCL\">$SK Hynix, Inc.(HXSCL)$</a> , combined with reports that China approved <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> 's H200 AI chip sales, boosting AI demand optimism across the supply chain. The S&amp;P 500 <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> briefly surpassed the 7000 threshold during Wednesday's session, but ultimately ended the day near flat. The best-performing concepts is Semiconductors. Considering the different perceptions of the stock, this time TigerPicks chose <a href=\"\"></a>","text":"The semiconductor sector rose an average of ~1.81% at the January 28, 2026 ET market close, primarily driven by strong earnings beats and upbeat 2026 guidance from $ASML Holding NV(ASML)$ and $SK Hynix, Inc.(HXSCL)$ , combined with reports that China approved $NVIDIA(NVDA)$ 's H200 AI chip sales, boosting AI demand optimism across the supply chain. The S&P 500 $S&P 500(.SPX)$ briefly surpassed the 7000 threshold during Wednesday's session, but ultimately ended the day near flat. The best-performing concepts is Semiconductors. Considering the different perceptions of the stock, this time TigerPicks chose","images":[{"img":"https://community-static.tradeup.com/news/763ab38d1332646323aacffd5dd06e5d"},{"img":"https://community-static.tradeup.com/news/5a177ea3f5b0ed5876156f373b0f4034"},{"img":"https://community-static.tradeup.com/news/e04b0163e65099fb16b64d1a420e3f72"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/527066993402576","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526900922270592,"gmtCreate":1769673304894,"gmtModify":1769673308567,"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"themes":[],"title":"","htmlText":"Defense stocks","listText":"Defense stocks","text":"Defense stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526900922270592","repostId":"2606529711","repostType":4,"repost":{"id":"2606529711","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":1769669184,"share":"https://ttm.financial/m/news/2606529711?lang=en_US&edition=fundamental","pubTime":"2026-01-29 14:46","market":"sh","language":"en","title":"These Stocks Are The Market's New Momentum Plays As Big Tech Loses Steam","url":"https://stock-news.laohu8.com/highlight/detail?id=2606529711","media":"Dow Jones","summary":"Investors continue to question the profitability of Big Tech's AI investments and tech-stock valuations - and that's leading them to put money on new momentum leaders.Momentum investing basically says to go with what's working. Refined by investing legends such as Martin Zweig, William O'Neil and Jesse Livermore over the past century, this strategy posits that stock-price trends tend to persist.To find out which stocks currently have the best momentum, I recently caught up with Travis Prentice, a money manager at The Informed Momentum Company . IMC has $2.4 billion under management in 13 strategies across market caps and geographies. Prentice enhances the momentum signal by identifying business momentum - solid growth in fundamentals including profit margins, earnings and sales - supported by qualitative factors such as evidence of innovation, new products and services, new management and mergers.The data-center build-out will also continue to support demand for networking products, wh","content":"<html><head></head><body><p>Investors continue to question the profitability of Big Tech&#39;s AI investments and tech-stock valuations - and that&#39;s leading them to put money on new momentum leaders.</p><p>Momentum investing basically says to go with what&#39;s working. Refined by investing legends such as Martin Zweig, William O&#39;Neil and Jesse Livermore over the past century, this strategy posits that stock-price trends tend to persist.</p><p>To find out which stocks currently have the best momentum, I recently caught up with Travis Prentice, a money manager at The Informed Momentum Company (IMC). IMC has $2.4 billion under management in 13 strategies across market caps and geographies. Prentice enhances the momentum signal by identifying business momentum - solid growth in fundamentals including profit margins, earnings and sales - supported by qualitative factors such as evidence of innovation, new products and services, new management and mergers.</p><h2 id=\"id_104498724\">The AI trade</h2><p>AI investing isn&#39;t dead. You just have to be more selective. Prentice has lightened up on tech giants such as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META)), Oracle <a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a>, Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com (AMZN) because he sees mediocre momentum potential. Investors are questioning hyperscalers&#39; return on their AI investments.</p><p>The growing popularity of AI &#34;agents,&#34; or task-specific software powered by AI, has investors worried about software companies such as Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> (CRM), Intuit <a href=\"https://laohu8.com/S/INTU\">$(INTU)$</a> and Adobe <a href=\"https://laohu8.com/S/ADBE\">$(ADBE)$</a>. Prentice is neutral about them, too. &#34;AI is moving into the disruption phase, and the most disrupted sector is software, based on the stock performance,&#34; he said.</p><p>One exception: Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a>. Prentice said it&#39;s a hyperscaler with the potential to move higher. Alphabet has positive stock-price momentum that will likely continue because it is supported by bullish underlying business trends.</p><p>Beyond Alphabet, Prentice said he sees positive momentum in shares of AI-related memory and storage companies. The ongoing data-center build-out has invigorated new product cycles and pricing power for these businesses. Prentice singled out Micron Technology <a href=\"https://laohu8.com/S/MU\">$(MU)$</a>, <a href=\"https://laohu8.com/S/WDCVV\">Western Digital</a> <a href=\"https://laohu8.com/S/WDC\">$(WDC)$</a>, Sandisk <a href=\"https://laohu8.com/S/SNDK\">$(SNDK)$</a> and Seagate Technology Holdings <a href=\"https://laohu8.com/S/STX\">$(STX)$</a>. &#34;The memory trade has caught fire,&#34; he said.</p><p>Meanwhile, the semiconductor-manufacturing equipment needed to make memory chips remains in tight supply. That boosts demand at wafer fab equipment and test equipment makers, including KLA <a href=\"https://laohu8.com/S/KLAC\">$(KLAC)$</a>, Teradyne <a href=\"https://laohu8.com/S/TER\">$(TER)$</a> and MKS <a href=\"https://laohu8.com/S/MKSI\">$(MKSI)$</a>. Wafer fab equipment spending is expected to grow 9.4% a year to $155.2 billion in 2028, Bank of America analyst Vivek Arya estimated.</p><p>The data-center build-out will also continue to support demand for networking products, which helps explain the momentum in shares of Ciena <a href=\"https://laohu8.com/S/CIEN\">$(CIEN)$</a> in optical transport and switching, Lumentum Holdings <a href=\"https://laohu8.com/S/LITE\">$(LITE)$</a> in optical and photonic products, Credo Technology Group <a href=\"https://laohu8.com/S/CRDO\">$(CRDO)$</a> in designing and selling high-speed data-connectivity products, and Coherent <a href=\"https://laohu8.com/S/COHR\">$(COHR)$</a> in offering optoelectronic components and devices and lasers.</p><h2 id=\"id_196856581\">Aerospace and defense</h2><p>&#34;Geopolitical risk has increased, and it is bullish for military spending,&#34; Prentice said. Prentice singled out these defense-industry stocks as favorites: RTX <a href=\"https://laohu8.com/S/RTX\">$(RTX)$</a>, whose Pratt &amp; Whitney and Raytheon divisions make military aircraft engines and missile-defense systems; L3Harris Technologies <a href=\"https://laohu8.com/S/LHX\">$(LHX)$</a> in communications systems, avionics and electronic warfare systems; Huntington Ingalls Industries <a href=\"https://laohu8.com/S/HII\">$(HII)$</a> in military shipbuilding; GE Aerospace <a href=\"https://laohu8.com/S/GE\">$(GE)$</a> in military aircraft propulsion systems; and Kratos Defense &amp; Security Solutions <a href=\"https://laohu8.com/S/KTOS\">$(KTOS)$</a>, which supplies military drones and rockets.</p><h2 id=\"id_20645521\">Metals and mining</h2><p>Military spending and the AI data-center build-out are key drivers for companies involved with metals and rare-earth minerals.</p><p>&#34;Modern military equipment consumes vast quantities of critical minerals, while the AI-driven capital expenditure boom is fueling a surge in copper, silver and other metals,&#34; wrote analysts Paul Wong and Jacob White at Sprott, a metals-sector money manager. &#34;AI infrastructure is now considered a matter of national security, further elevating the strategic importance of physical natural resources.&#34;</p><p>This explains the bullish stock price momentum Prentice sees in the metals sector. He singled out seven companies as the biggest potential winners from here. They are: Newmont <a href=\"https://laohu8.com/S/NEM\">$(NEM)$</a>, the world&#39;s largest gold mining company; Freeport-McMoRan <a href=\"https://laohu8.com/S/FCX\">$(FCX)$</a> in copper, gold and molybdenum; Hecla Mining <a href=\"https://laohu8.com/S/HL\">$(HL)$</a> in precious-metals mining; Royal Gold <a href=\"https://laohu8.com/S/RGLD\">$(RGLD)$</a>, a precious-metals royalty company; <a href=\"https://laohu8.com/S/SCCO\">Southern Copper</a> (SCCO), one of the world&#39;s largest pure-play copper producers; Albemarle <a href=\"https://laohu8.com/S/ALB\">$(ALB)$</a>, which supplies lithium for batteries; and Alcoa <a href=\"https://laohu8.com/S/AA\">$(AA)$</a> in aluminum and bauxite.</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>These Stocks Are The Market's New Momentum Plays As Big Tech Loses Steam</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\">\nThese Stocks Are The Market's New Momentum Plays As Big Tech Loses Steam\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-29 14:46</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors continue to question the profitability of Big Tech&#39;s AI investments and tech-stock valuations - and that&#39;s leading them to put money on new momentum leaders.</p><p>Momentum investing basically says to go with what&#39;s working. Refined by investing legends such as Martin Zweig, William O&#39;Neil and Jesse Livermore over the past century, this strategy posits that stock-price trends tend to persist.</p><p>To find out which stocks currently have the best momentum, I recently caught up with Travis Prentice, a money manager at The Informed Momentum Company (IMC). IMC has $2.4 billion under management in 13 strategies across market caps and geographies. Prentice enhances the momentum signal by identifying business momentum - solid growth in fundamentals including profit margins, earnings and sales - supported by qualitative factors such as evidence of innovation, new products and services, new management and mergers.</p><h2 id=\"id_104498724\">The AI trade</h2><p>AI investing isn&#39;t dead. You just have to be more selective. Prentice has lightened up on tech giants such as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META)), Oracle <a href=\"https://laohu8.com/S/ORCL\">$(ORCL)$</a>, Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com (AMZN) because he sees mediocre momentum potential. Investors are questioning hyperscalers&#39; return on their AI investments.</p><p>The growing popularity of AI &#34;agents,&#34; or task-specific software powered by AI, has investors worried about software companies such as Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> (CRM), Intuit <a href=\"https://laohu8.com/S/INTU\">$(INTU)$</a> and Adobe <a href=\"https://laohu8.com/S/ADBE\">$(ADBE)$</a>. Prentice is neutral about them, too. &#34;AI is moving into the disruption phase, and the most disrupted sector is software, based on the stock performance,&#34; he said.</p><p>One exception: Alphabet <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a>. Prentice said it&#39;s a hyperscaler with the potential to move higher. Alphabet has positive stock-price momentum that will likely continue because it is supported by bullish underlying business trends.</p><p>Beyond Alphabet, Prentice said he sees positive momentum in shares of AI-related memory and storage companies. The ongoing data-center build-out has invigorated new product cycles and pricing power for these businesses. Prentice singled out Micron Technology <a href=\"https://laohu8.com/S/MU\">$(MU)$</a>, <a href=\"https://laohu8.com/S/WDCVV\">Western Digital</a> <a href=\"https://laohu8.com/S/WDC\">$(WDC)$</a>, Sandisk <a href=\"https://laohu8.com/S/SNDK\">$(SNDK)$</a> and Seagate Technology Holdings <a href=\"https://laohu8.com/S/STX\">$(STX)$</a>. &#34;The memory trade has caught fire,&#34; he said.</p><p>Meanwhile, the semiconductor-manufacturing equipment needed to make memory chips remains in tight supply. That boosts demand at wafer fab equipment and test equipment makers, including KLA <a href=\"https://laohu8.com/S/KLAC\">$(KLAC)$</a>, Teradyne <a href=\"https://laohu8.com/S/TER\">$(TER)$</a> and MKS <a href=\"https://laohu8.com/S/MKSI\">$(MKSI)$</a>. Wafer fab equipment spending is expected to grow 9.4% a year to $155.2 billion in 2028, Bank of America analyst Vivek Arya estimated.</p><p>The data-center build-out will also continue to support demand for networking products, which helps explain the momentum in shares of Ciena <a href=\"https://laohu8.com/S/CIEN\">$(CIEN)$</a> in optical transport and switching, Lumentum Holdings <a href=\"https://laohu8.com/S/LITE\">$(LITE)$</a> in optical and photonic products, Credo Technology Group <a href=\"https://laohu8.com/S/CRDO\">$(CRDO)$</a> in designing and selling high-speed data-connectivity products, and Coherent <a href=\"https://laohu8.com/S/COHR\">$(COHR)$</a> in offering optoelectronic components and devices and lasers.</p><h2 id=\"id_196856581\">Aerospace and defense</h2><p>&#34;Geopolitical risk has increased, and it is bullish for military spending,&#34; Prentice said. Prentice singled out these defense-industry stocks as favorites: RTX <a href=\"https://laohu8.com/S/RTX\">$(RTX)$</a>, whose Pratt &amp; Whitney and Raytheon divisions make military aircraft engines and missile-defense systems; L3Harris Technologies <a href=\"https://laohu8.com/S/LHX\">$(LHX)$</a> in communications systems, avionics and electronic warfare systems; Huntington Ingalls Industries <a href=\"https://laohu8.com/S/HII\">$(HII)$</a> in military shipbuilding; GE Aerospace <a href=\"https://laohu8.com/S/GE\">$(GE)$</a> in military aircraft propulsion systems; and Kratos Defense &amp; Security Solutions <a href=\"https://laohu8.com/S/KTOS\">$(KTOS)$</a>, which supplies military drones and rockets.</p><h2 id=\"id_20645521\">Metals and mining</h2><p>Military spending and the AI data-center build-out are key drivers for companies involved with metals and rare-earth minerals.</p><p>&#34;Modern military equipment consumes vast quantities of critical minerals, while the AI-driven capital expenditure boom is fueling a surge in copper, silver and other metals,&#34; wrote analysts Paul Wong and Jacob White at Sprott, a metals-sector money manager. &#34;AI infrastructure is now considered a matter of national security, further elevating the strategic importance of physical natural resources.&#34;</p><p>This explains the bullish stock price momentum Prentice sees in the metals sector. He singled out seven companies as the biggest potential winners from here. They are: Newmont <a href=\"https://laohu8.com/S/NEM\">$(NEM)$</a>, the world&#39;s largest gold mining company; Freeport-McMoRan <a href=\"https://laohu8.com/S/FCX\">$(FCX)$</a> in copper, gold and molybdenum; Hecla Mining <a href=\"https://laohu8.com/S/HL\">$(HL)$</a> in precious-metals mining; Royal Gold <a href=\"https://laohu8.com/S/RGLD\">$(RGLD)$</a>, a precious-metals royalty company; <a href=\"https://laohu8.com/S/SCCO\">Southern Copper</a> (SCCO), one of the world&#39;s largest pure-play copper producers; Albemarle <a href=\"https://laohu8.com/S/ALB\">$(ALB)$</a>, which supplies lithium for batteries; and Alcoa <a href=\"https://laohu8.com/S/AA\">$(AA)$</a> in aluminum and bauxite.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALB":"美国雅保","MULL":"2倍做多MU ETF-GraniteShares","HL":"赫克拉矿业","USAW.SI":"AMZN 3xLongSG261006","COHR":"COHERENT","GOU":"GraniteShares 2x Long GOOGL Daily ETF","GGLS":"1倍做空GOOGL ETF-Direxion","MUD":"1倍做空MU ETF-Direxion","AA":"美国铝业","GOOX":"2倍做多GOOG ETF-T-REX","GE":"GE航空航天","ORCU":"2倍做多ORCL ETF-Direxion","KTOS":"克瑞拓斯安全防卫","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","LHX":"L3Harris Technologies Inc","KLAC":"科磊","SCCO":"南方铜业","RTX":"雷神技术公司","GOOGL":"谷歌A","NEM":"纽曼矿业","TER":"泰瑞达","MKSI":"MKS仪器","WDC":"西部数据","GOOG":"谷歌","INTU":"财捷","CIEN":"Ciena科技","USJW.SI":"ALPHAB 3xLongSG261006","ORCS":"1倍做空ORCL ETF-Direxion","AI":"C3.ai, Inc.","GOOW":"Roundhill GOOGL WeeklyPay ETF","HII":"亨廷顿英格尔斯工业","STX":"希捷科技","RGLD":"皇家黄金","MU":"美光科技","MACW.SI":"APPLE 3xLongSG261006","ORCX":"2倍做多ORCL ETF-Defiance","GGLL":"2倍做多GOOGL-Direxion","GOOY":"GOOGL期权收益策略ETF-YieldMax"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2606529711","content_text":"Investors continue to question the profitability of Big Tech's AI investments and tech-stock valuations - and that's leading them to put money on new momentum leaders.Momentum investing basically says to go with what's working. Refined by investing legends such as Martin Zweig, William O'Neil and Jesse Livermore over the past century, this strategy posits that stock-price trends tend to persist.To find out which stocks currently have the best momentum, I recently caught up with Travis Prentice, a money manager at The Informed Momentum Company (IMC). IMC has $2.4 billion under management in 13 strategies across market caps and geographies. Prentice enhances the momentum signal by identifying business momentum - solid growth in fundamentals including profit margins, earnings and sales - supported by qualitative factors such as evidence of innovation, new products and services, new management and mergers.The AI tradeAI investing isn't dead. You just have to be more selective. Prentice has lightened up on tech giants such as Meta Platforms (META)), Oracle $(ORCL)$, Apple $(AAPL)$ and Amazon.com (AMZN) because he sees mediocre momentum potential. Investors are questioning hyperscalers' return on their AI investments.The growing popularity of AI \"agents,\" or task-specific software powered by AI, has investors worried about software companies such as Microsoft $(MSFT)$, Salesforce (CRM), Intuit $(INTU)$ and Adobe $(ADBE)$. Prentice is neutral about them, too. \"AI is moving into the disruption phase, and the most disrupted sector is software, based on the stock performance,\" he said.One exception: Alphabet $(GOOGL)$ $(GOOG)$. Prentice said it's a hyperscaler with the potential to move higher. Alphabet has positive stock-price momentum that will likely continue because it is supported by bullish underlying business trends.Beyond Alphabet, Prentice said he sees positive momentum in shares of AI-related memory and storage companies. The ongoing data-center build-out has invigorated new product cycles and pricing power for these businesses. Prentice singled out Micron Technology $(MU)$, Western Digital $(WDC)$, Sandisk $(SNDK)$ and Seagate Technology Holdings $(STX)$. \"The memory trade has caught fire,\" he said.Meanwhile, the semiconductor-manufacturing equipment needed to make memory chips remains in tight supply. That boosts demand at wafer fab equipment and test equipment makers, including KLA $(KLAC)$, Teradyne $(TER)$ and MKS $(MKSI)$. Wafer fab equipment spending is expected to grow 9.4% a year to $155.2 billion in 2028, Bank of America analyst Vivek Arya estimated.The data-center build-out will also continue to support demand for networking products, which helps explain the momentum in shares of Ciena $(CIEN)$ in optical transport and switching, Lumentum Holdings $(LITE)$ in optical and photonic products, Credo Technology Group $(CRDO)$ in designing and selling high-speed data-connectivity products, and Coherent $(COHR)$ in offering optoelectronic components and devices and lasers.Aerospace and defense\"Geopolitical risk has increased, and it is bullish for military spending,\" Prentice said. Prentice singled out these defense-industry stocks as favorites: RTX $(RTX)$, whose Pratt & Whitney and Raytheon divisions make military aircraft engines and missile-defense systems; L3Harris Technologies $(LHX)$ in communications systems, avionics and electronic warfare systems; Huntington Ingalls Industries $(HII)$ in military shipbuilding; GE Aerospace $(GE)$ in military aircraft propulsion systems; and Kratos Defense & Security Solutions $(KTOS)$, which supplies military drones and rockets.Metals and miningMilitary spending and the AI data-center build-out are key drivers for companies involved with metals and rare-earth minerals.\"Modern military equipment consumes vast quantities of critical minerals, while the AI-driven capital expenditure boom is fueling a surge in copper, silver and other metals,\" wrote analysts Paul Wong and Jacob White at Sprott, a metals-sector money manager. \"AI infrastructure is now considered a matter of national security, further elevating the strategic importance of physical natural resources.\"This explains the bullish stock price momentum Prentice sees in the metals sector. He singled out seven companies as the biggest potential winners from here. They are: Newmont $(NEM)$, the world's largest gold mining company; Freeport-McMoRan $(FCX)$ in copper, gold and molybdenum; Hecla Mining $(HL)$ in precious-metals mining; Royal Gold $(RGLD)$, a precious-metals royalty company; Southern Copper (SCCO), one of the world's largest pure-play copper producers; Albemarle $(ALB)$, which supplies lithium for batteries; and Alcoa $(AA)$ in aluminum and bauxite.","news_type":1,"symbols_score_info":{"USJW.SI":0.6,"ALB":1,"HII":1,"TER":1,"HL":1,"MACW.SI":0.6,"SCCO":1,"GOOW":0.6,"ORCX":0.6,"KLAC":1,"GE":1,"AA":1,"MULL":0.6,"GOOG":1,"GGLL":0.6,"GOOY":0.6,"GGLS":0.6,"MKSI":1,"ORCS":0.6,"INTU":1,"GOU":0.6,"WDC":1,"RGLD":1,"MUD":0.6,"GOOP":0.6,"GOOGL":1,"USAW.SI":0.6,"COHR":1,"AI":0.9,"ORCU":0.6,"MU":1,"LHX":1,"RTX":1,"STX":1,"KTOS":1,"NEM":1,"CIEN":1,"GOOX":0.6}},"isVote":1,"tweetType":1,"viewCount":1450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526841332213072,"gmtCreate":1769658898989,"gmtModify":1769658902870,"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"themes":[],"title":"","htmlText":"Let's see how the market will react to the recent additional joint investment with NV in OpenAI [What]&nbsp;&nbsp;","listText":"Let's see how the market will react to the recent additional joint investment with NV in OpenAI [What]&nbsp;&nbsp;","text":"Let's see how the market will react to the recent additional joint investment with NV in OpenAI [What]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526841332213072","repostId":"2607722160","repostType":4,"repost":{"id":"2607722160","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":1769648784,"share":"https://ttm.financial/m/news/2607722160?lang=en_US&edition=fundamental","pubTime":"2026-01-29 09:06","market":"nz","language":"en","title":"Why Microsoft's Stock Is Getting Punished After Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2607722160","media":"Dow Jones","summary":"Investors focused on the balance between AI spending and AI revenue wanted more juice from Microsoft's cloud business in the latest quarter. Microsoft CFO Amy Hood suggested the company could be growing faster in the cloud if it wanted to, but that would come at the expense of resources for internal developers.It's Microsoft's turn to be in the investor doghouse over artificial-intelligence spending.Three months ago, Meta Platforms  seemed to be Wall Street's punching bag in response to AI expenses that were potentially out of whack with AI revenue. But Meta's 7.3% stock climb in Wednesday's extended session, following the company's own earnings report, suggests investors are now more at peace with the balance between AI investments and monetization over there.Not so with Microsoft , whose shares were off 6.7% in Wednesday's extended trading, a move that would constitute their largest post-earnings drop in more than three years if it were to hold through the close of Thursday's regular","content":"<html><head></head><body><p>It&#39;s Microsoft&#39;s turn to be in the investor doghouse over artificial-intelligence spending.</p><p>Three months ago, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) seemed to be Wall Street&#39;s punching bag in response to AI expenses that were potentially out of whack with AI revenue. But Meta&#39;s 7.3% stock climb in Wednesday&#39;s extended session, following the company&#39;s own earnings report, suggests investors are now more at peace with the balance between AI investments and monetization over there.</p><p>Not so with Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, whose shares were off 6.7% in Wednesday&#39;s extended trading, a move that would constitute their largest post-earnings drop in more than three years if it were to hold through the close of Thursday&#39;s regular session.</p><p>Microsoft&#39;s headline results beat expectations, and Azure cloud-computing growth rose 38% in constant currency, hitting Wall Street&#39;s mark. But some investors clearly were hoping for more, especially as capital-expenditure spending soared 66% relative to a year before, hitting $37.5 billion inclusive of finance leases.</p><p>This dynamic was a hot topic on Microsoft&#39;s earnings call. &#34;One of the core issues&#34; dogging Microsoft investors, according to Morgan Stanley&#39;s Keith Weiss, is that spending came in higher than expected while Azure has been growing &#34;maybe&#34; a bit slower than hoped.</p><p>&#34;And I think that fundamentally comes down to a concern on the ROI on this capex spend over time,&#34; he told management on the call, referring to returns on investment.</p><p>Microsoft was once viewed to be in a better spot than Meta in terms of AI monetization. Microsoft could cash in on AI spending directly, through its cloud-computing business. Meta, meanwhile, had to prove to investors that AI was paying off through better content recommendations and improved advertising targeting.</p><p>But with tight supply of chips from <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> (NVDA) and others, Microsoft is short on cloud capacity relative to its demand. And the company has had to make tough choices about how to allocate resources. Management suggested that if the company put more graphics processing units toward serving third parties in the cloud, that would come at the expense of internal developers who need GPUs to build other Microsoft services.</p><p>&#34;We&#39;re really making long-term decisions,&#34; CFO Amy Hood said on the earnings call. The company wants to make sure it&#39;s &#34;investing in the long-term nature of R&amp;D and product innovation,&#34; a reference to research and development.</p><p>Microsoft expects 37% to 38% growth in Azure cloud-computing revenue on a constant-currency basis in the March quarter, while analysts had been modeling 37%. But Hood suggested investors should think of the company&#39;s guidance more as &#34;allocated capacity,&#34; meaning that Microsoft presumably could be growing faster there if it chose to shift more of its limited resources in Azure&#39;s direction.</p><p>The commentary failed to stem the after-hours decline in Microsoft shares. &#34;Even with top- and bottom-line beats, capex remains the market&#39;s central concern for hyperscalers, as trader focus shifts from growth optics to the timing and payoff of AI investment,&#34; Jake Behan, the head of capital markets at ETF provider Direxion, said in emailed comments.</p><p>He noted that Microsoft&#39;s lack of Azure upside could also underscore competitive fears.</p><p>While <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com&#39;s stock (AMZN) was off fractionally in the extended session, Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> moved almost 2% higher, implying investors think the company might be on track for a more impressive cloud performance relative to Wall Street&#39;s expectations.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Microsoft's Stock Is Getting Punished 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; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Microsoft's Stock Is Getting Punished 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\">2026-01-29 09:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>It&#39;s Microsoft&#39;s turn to be in the investor doghouse over artificial-intelligence spending.</p><p>Three months ago, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (META) seemed to be Wall Street&#39;s punching bag in response to AI expenses that were potentially out of whack with AI revenue. But Meta&#39;s 7.3% stock climb in Wednesday&#39;s extended session, following the company&#39;s own earnings report, suggests investors are now more at peace with the balance between AI investments and monetization over there.</p><p>Not so with Microsoft <a href=\"https://laohu8.com/S/MSFT\">$(MSFT)$</a>, whose shares were off 6.7% in Wednesday&#39;s extended trading, a move that would constitute their largest post-earnings drop in more than three years if it were to hold through the close of Thursday&#39;s regular session.</p><p>Microsoft&#39;s headline results beat expectations, and Azure cloud-computing growth rose 38% in constant currency, hitting Wall Street&#39;s mark. But some investors clearly were hoping for more, especially as capital-expenditure spending soared 66% relative to a year before, hitting $37.5 billion inclusive of finance leases.</p><p>This dynamic was a hot topic on Microsoft&#39;s earnings call. &#34;One of the core issues&#34; dogging Microsoft investors, according to Morgan Stanley&#39;s Keith Weiss, is that spending came in higher than expected while Azure has been growing &#34;maybe&#34; a bit slower than hoped.</p><p>&#34;And I think that fundamentally comes down to a concern on the ROI on this capex spend over time,&#34; he told management on the call, referring to returns on investment.</p><p>Microsoft was once viewed to be in a better spot than Meta in terms of AI monetization. Microsoft could cash in on AI spending directly, through its cloud-computing business. Meta, meanwhile, had to prove to investors that AI was paying off through better content recommendations and improved advertising targeting.</p><p>But with tight supply of chips from <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> (NVDA) and others, Microsoft is short on cloud capacity relative to its demand. And the company has had to make tough choices about how to allocate resources. Management suggested that if the company put more graphics processing units toward serving third parties in the cloud, that would come at the expense of internal developers who need GPUs to build other Microsoft services.</p><p>&#34;We&#39;re really making long-term decisions,&#34; CFO Amy Hood said on the earnings call. The company wants to make sure it&#39;s &#34;investing in the long-term nature of R&amp;D and product innovation,&#34; a reference to research and development.</p><p>Microsoft expects 37% to 38% growth in Azure cloud-computing revenue on a constant-currency basis in the March quarter, while analysts had been modeling 37%. But Hood suggested investors should think of the company&#39;s guidance more as &#34;allocated capacity,&#34; meaning that Microsoft presumably could be growing faster there if it chose to shift more of its limited resources in Azure&#39;s direction.</p><p>The commentary failed to stem the after-hours decline in Microsoft shares. &#34;Even with top- and bottom-line beats, capex remains the market&#39;s central concern for hyperscalers, as trader focus shifts from growth optics to the timing and payoff of AI investment,&#34; Jake Behan, the head of capital markets at ETF provider Direxion, said in emailed comments.</p><p>He noted that Microsoft&#39;s lack of Azure upside could also underscore competitive fears.</p><p>While <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com&#39;s stock (AMZN) was off fractionally in the extended session, Alphabet&#39;s <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> moved almost 2% higher, implying investors think the company might be on track for a more impressive cloud performance relative to Wall Street&#39;s expectations.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BLSP4239.USD":"Legg Mason ClearBridge - 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Global Absolute Alpha A Acc USD","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4567":"ESG概念","LU1989763005.USD":"东方汇理教育基金A2 Acc","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","BK4503":"景林资产持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4566":"资本集团","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","BK4504":"桥水持仓","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0477156797.USD":"HARRIS ASSOCIATES GLOBAL EQUITY \"RE\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","SG9999001077.SGD":"United International Growth Fund SGD","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","BK4561":"索罗斯持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (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":"2607722160","content_text":"It's Microsoft's turn to be in the investor doghouse over artificial-intelligence spending.Three months ago, Meta Platforms (META) seemed to be Wall Street's punching bag in response to AI expenses that were potentially out of whack with AI revenue. But Meta's 7.3% stock climb in Wednesday's extended session, following the company's own earnings report, suggests investors are now more at peace with the balance between AI investments and monetization over there.Not so with Microsoft $(MSFT)$, whose shares were off 6.7% in Wednesday's extended trading, a move that would constitute their largest post-earnings drop in more than three years if it were to hold through the close of Thursday's regular session.Microsoft's headline results beat expectations, and Azure cloud-computing growth rose 38% in constant currency, hitting Wall Street's mark. But some investors clearly were hoping for more, especially as capital-expenditure spending soared 66% relative to a year before, hitting $37.5 billion inclusive of finance leases.This dynamic was a hot topic on Microsoft's earnings call. \"One of the core issues\" dogging Microsoft investors, according to Morgan Stanley's Keith Weiss, is that spending came in higher than expected while Azure has been growing \"maybe\" a bit slower than hoped.\"And I think that fundamentally comes down to a concern on the ROI on this capex spend over time,\" he told management on the call, referring to returns on investment.Microsoft was once viewed to be in a better spot than Meta in terms of AI monetization. Microsoft could cash in on AI spending directly, through its cloud-computing business. Meta, meanwhile, had to prove to investors that AI was paying off through better content recommendations and improved advertising targeting.But with tight supply of chips from Nvidia (NVDA) and others, Microsoft is short on cloud capacity relative to its demand. And the company has had to make tough choices about how to allocate resources. Management suggested that if the company put more graphics processing units toward serving third parties in the cloud, that would come at the expense of internal developers who need GPUs to build other Microsoft services.\"We're really making long-term decisions,\" CFO Amy Hood said on the earnings call. The company wants to make sure it's \"investing in the long-term nature of R&D and product innovation,\" a reference to research and development.Microsoft expects 37% to 38% growth in Azure cloud-computing revenue on a constant-currency basis in the March quarter, while analysts had been modeling 37%. But Hood suggested investors should think of the company's guidance more as \"allocated capacity,\" meaning that Microsoft presumably could be growing faster there if it chose to shift more of its limited resources in Azure's direction.The commentary failed to stem the after-hours decline in Microsoft shares. \"Even with top- and bottom-line beats, capex remains the market's central concern for hyperscalers, as trader focus shifts from growth optics to the timing and payoff of AI investment,\" Jake Behan, the head of capital markets at ETF provider Direxion, said in emailed comments.He noted that Microsoft's lack of Azure upside could also underscore competitive fears.While Amazon.com's stock (AMZN) was off fractionally in the extended session, Alphabet's $(GOOGL)$ $(GOOG)$ moved almost 2% higher, implying investors think the company might be on track for a more impressive cloud performance relative to Wall Street's expectations.","news_type":1,"symbols_score_info":{"MSFT":2}},"isVote":1,"tweetType":1,"viewCount":1585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526326958113512,"gmtCreate":1769533173338,"gmtModify":1769533175543,"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526326958113512","repostId":"524783902196328","repostType":1,"repost":{"id":524783902196328,"gmtCreate":1769139563854,"gmtModify":1769417468305,"author":{"id":"3527667648076720","authorId":"3527667648076720","name":"Market_Chart","avatar":"https://community-static.tradeup.com/news/7790bfb6787629e35b934102b29cb912","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667648076720","idStr":"3527667648076720"},"themes":[],"title":"Buy what the president says: tech, energy, defense, space, EVs","htmlText":"This is the kind of market where you simply buy what the president tells you to: Rare Earths： <a href=\"https://ttm.financial/S/CRML\">$CRITICAL METALS CORPORATION(CRML)$</a> <a href=\"https://ttm.financial/S/TMC\">$The Metals Company(TMC)$</a> <a href=\"https://ttm.financial/S/USAR\">$USA Rare Earth Inc.(USAR)$</a> Defense: <a href=\"https://ttm.financial/S/SKYT\">$SkyWater Technology, Inc.(SKYT)$</a> <a href=\"https://ttm.financial/S/KTOS\">$Kratos Defense &amp; Security Solutions(KTOS)$</a> <a href=\"https://ttm.financial/S/KRMN\">$Karman Holdings (TCFIII SPACECO HOLDINGS LLC)(KRMN)$</a> <a href=\"https://ttm.financial/S/AMTM\">$Amentum Holdings, Inc.(AMTM)$</a> AI Infrastructure: <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/NUAI\">$New Era Helium Inc(</a>","listText":"This is the kind of market where you simply buy what the president tells you to: Rare Earths： <a href=\"https://ttm.financial/S/CRML\">$CRITICAL METALS CORPORATION(CRML)$</a> <a href=\"https://ttm.financial/S/TMC\">$The Metals Company(TMC)$</a> <a href=\"https://ttm.financial/S/USAR\">$USA Rare Earth Inc.(USAR)$</a> Defense: <a href=\"https://ttm.financial/S/SKYT\">$SkyWater Technology, Inc.(SKYT)$</a> <a href=\"https://ttm.financial/S/KTOS\">$Kratos Defense &amp; Security Solutions(KTOS)$</a> <a href=\"https://ttm.financial/S/KRMN\">$Karman Holdings (TCFIII SPACECO HOLDINGS LLC)(KRMN)$</a> <a href=\"https://ttm.financial/S/AMTM\">$Amentum Holdings, Inc.(AMTM)$</a> AI Infrastructure: <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/NUAI\">$New Era Helium Inc(</a>","text":"This is the kind of market where you simply buy what the president tells you to: Rare Earths： $CRITICAL METALS CORPORATION(CRML)$ $The Metals Company(TMC)$ $USA Rare Earth Inc.(USAR)$ Defense: $SkyWater Technology, Inc.(SKYT)$ $Kratos Defense & Security Solutions(KTOS)$ $Karman Holdings (TCFIII SPACECO HOLDINGS LLC)(KRMN)$ $Amentum Holdings, Inc.(AMTM)$ AI Infrastructure: $Alphabet(GOOGL)$ $New Era Helium Inc(","images":[{"img":"https://community-static.tradeup.com/news/79f6bbbd454715c280271d2a94cb51b6","width":"1155","height":"1200"},{"img":"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330"},{"img":"https://community-static.tradeup.com/news/0c1f52f0ec3a2f13f04e1a6a1b8cfcc6"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/524783902196328","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526322871579792,"gmtCreate":1769532307651,"gmtModify":1769532311160,"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"themes":[],"title":"","htmlText":"Thematics picks","listText":"Thematics picks","text":"Thematics picks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526322871579792","repostId":"1158058865","repostType":2,"repost":{"id":"1158058865","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1769516880,"share":"https://ttm.financial/m/news/1158058865?lang=en_US&edition=fundamental","pubTime":"2026-01-27 20:28","market":"us","language":"zh","title":"Premarket | Precious metal concept NAMM surged 17%, Corning exposed positive news, medical insurance stocks plummeted","url":"https://stock-news.laohu8.com/highlight/detail?id=1158058865","media":"老虎资讯综合","summary":"美股三大指数期货在盘前时段走势不一。","content":"<p><html><head></head><body>On Tuesday, January 27th, the three major index futures of U.S. stocks had mixed trends in the pre-market session. Today's attention: US November FHFA house price index monthly rate, US January Conference Board consumer confidence index, US January Richmond Fed manufacturing index.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df4aacf3de41b136c06c59989780491c\" title=\"\" tg-width=\"894\" tg-height=\"282\"/></p><p>Precious metal concept stocks rose generally.<a href=\"https://laohu8.com/S/NAMM\">Namib Minerals</a>Soared 17%,<a href=\"https://laohu8.com/S/AGQ\">2X Long Silver ETF-ProShares</a>Up more than 5%,<a href=\"https://laohu8.com/S/SLV\">Silver ETF-iShares</a>、<a href=\"https://laohu8.com/S/HL\">Hecla Mining</a>rose by more than 2%,<a href=\"https://laohu8.com/S/AG\">First Majestic Silver Corporation</a>Pan American Silver rose by more than 1%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9f0e4f752e90ce62df5ccc7e7374d0c\" title=\"\" tg-width=\"540\" tg-height=\"162\"/></p><p><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>It rose by more than 4%. Micron will invest an additional $24 billion in Singapore over the next decade to expand its manufacturing capabilities amid an AI-induced shortage of memory chips.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e10be8a9e3d728155f66eb92edcbb720\" title=\"\" tg-width=\"540\" tg-height=\"162\"/></p><p>At the same time, the concept of storage is higher,<a href=\"https://laohu8.com/S/SNDK\">SanDisk Corp</a>Up 1.95%, Western Digital and Seagate Technology rose by more than 2%.</p><p>The concept of quantum computing goes higher,<a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum Inc.</a>Up more than 5%,<a href=\"https://laohu8.com/S/IONQ\">IONQ Inc.</a>rose by more than 3%,<a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a>rose by more than 2%,<a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a>It rose more than 1%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbe9b84e3ca51c7514089f947aad5e9c\" title=\"\" tg-width=\"540\" tg-height=\"156\"/></p><p><a href=\"https://laohu8.com/S/GLW\">Corning</a>Surged more than 7%, the news said<a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a>Will pay $6 billion to buy fiber optic cables from Corning for AI data centers.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1cf51421c2f813b0a005b4b7f50a4d9\" title=\"\" tg-width=\"540\" tg-height=\"162\"/></p><p><a href=\"https://laohu8.com/S/GM\">General Motors</a>It rose by more than 3%, with revenue of $45.29 billion in the fourth quarter, and the board of directors approved a new $6 billion share repurchase authorization.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd8bd6ca284a2bf7fa50d1e60ed94407\" title=\"\" tg-width=\"540\" tg-height=\"156\"/></p><p><a href=\"https://laohu8.com/S/UPS\">United Parcel</a>It rose by more than 3%, with revenue of US$24.5 billion in the fourth quarter and adjusted EPS of US$2.38, all exceeding expectations.</p><p><a href=\"https://laohu8.com/S/CRM\">SAIFTSE</a>It rose more than 2%. Computable Insights, a subsidiary of Saleftse, has won a contract from the U.S. Army to set up a decentralized enterprise agreement for the Department of War covering Saleftse products and services, capped at more than $5.64 billion.</p><p><a href=\"https://laohu8.com/S/BA\">boeing</a>It fell by more than 1%. Fourth-quarter revenue was 23.948 billion, or adjusted earnings per share of 9.92.</p><p>Medicare stocks plummeted.<a href=\"https://laohu8.com/S/HUM\">Hamenna</a>A 17% drop,<a href=\"https://laohu8.com/S/CVS\">Sivis Health</a>It fell by more than 13%. The Centers for Medicare and Medicaid Services (CMS) said in the announcement that it expects Medicare Advantage payment rates to increase by only 0.09% in 2027, far below the increase of as much as 6% previously expected by Wall Street analysts.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9478b04fe614a433d1815f56be6a5926\" title=\"\" tg-width=\"540\" tg-height=\"159\"/></p><p><a href=\"https://laohu8.com/S/UNH\">Allied Health</a>It plunged 16%. Fourth-quarter revenue was $113.2 billion, compared to market expectations of $113.82 billion; Adjusted EPS of $2.11 vs. market expectations of $2.1; It expects full-year 2026 adjusted EPS to be above $17.75, compared to the market estimate of $17.69.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ec28593ce72b38128e524bde5823735\" title=\"\" tg-width=\"540\" tg-height=\"162\"/></p><p><a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>Continued to rise by more than 8%. On the news side, Jinshan Cloud recently announced a new breakthrough in the field of intelligent computing cloud. Its intelligent computing platform Jinshan Yunxingliu has completed the strategic upgrade from a resource management platform to a one-stop AI training and push full-process platform. It is generally believed in the industry that AI applications have entered the eve of the outbreak.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2a00025a2e7bd4068ef42a6da72b947\" title=\"\" tg-width=\"540\" tg-height=\"159\"/></p><p><a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It rose by more than 4%.<strong>On January 27th, Station B officially announced the new IP \"2026 bilibili New Year's Day Party\" for the first time. The Bilibili Party invited new and old comedians, national artists and new generation actors to participate, aiming to create a family party for audiences of all ages.</strong></p><p><a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It rose more than 2%. It is reported that Baidu has merged its two major consumer application businesses and formed a new business unit focusing on the development of artificial intelligence technology to strengthen the company's core competitiveness in the field of artificial intelligence.</p><p><a href=\"https://laohu8.com/S/WRD\">WeRide Zhixing</a>It rose more than 1%. On the news, Wenyuan Zhixing officially announced yesterday that its self-driving minibus Robobus officially opened commercial operation in Leuven, Belgium.</p><p></body></html></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Premarket | Precious metal concept NAMM surged 17%, Corning exposed positive news, medical insurance stocks plummeted</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nPremarket | Precious metal concept NAMM surged 17%, Corning exposed positive news, medical insurance stocks plummeted\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2026-01-27 20:28</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On Tuesday, January 27th, the three major index futures of U.S. stocks had mixed trends in the pre-market session. Today's attention: US November FHFA house price index monthly rate, US January Conference Board consumer confidence index, US January Richmond Fed manufacturing index.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df4aacf3de41b136c06c59989780491c\" title=\"\" tg-width=\"894\" tg-height=\"282\"/></p><p>Precious metal concept stocks rose generally.<a href=\"https://laohu8.com/S/NAMM\">Namib Minerals</a>Soared 17%,<a href=\"https://laohu8.com/S/AGQ\">2X Long Silver ETF-ProShares</a>Up more than 5%,<a href=\"https://laohu8.com/S/SLV\">Silver ETF-iShares</a>、<a href=\"https://laohu8.com/S/HL\">Hecla Mining</a>rose by more than 2%,<a href=\"https://laohu8.com/S/AG\">First Majestic Silver Corporation</a>Pan American Silver rose by more than 1%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9f0e4f752e90ce62df5ccc7e7374d0c\" title=\"\" tg-width=\"540\" tg-height=\"162\"/></p><p><a href=\"https://laohu8.com/S/MU\">Micron Technology</a>It rose by more than 4%. Micron will invest an additional $24 billion in Singapore over the next decade to expand its manufacturing capabilities amid an AI-induced shortage of memory chips.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e10be8a9e3d728155f66eb92edcbb720\" title=\"\" tg-width=\"540\" tg-height=\"162\"/></p><p>At the same time, the concept of storage is higher,<a href=\"https://laohu8.com/S/SNDK\">SanDisk Corp</a>Up 1.95%, Western Digital and Seagate Technology rose by more than 2%.</p><p>The concept of quantum computing goes higher,<a href=\"https://laohu8.com/S/QBTS\">D-Wave Quantum Inc.</a>Up more than 5%,<a href=\"https://laohu8.com/S/IONQ\">IONQ Inc.</a>rose by more than 3%,<a href=\"https://laohu8.com/S/RGTI\">Rigetti Computing</a>rose by more than 2%,<a href=\"https://laohu8.com/S/QUBT\">Quantum Computing Inc.</a>It rose more than 1%.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbe9b84e3ca51c7514089f947aad5e9c\" title=\"\" tg-width=\"540\" tg-height=\"156\"/></p><p><a href=\"https://laohu8.com/S/GLW\">Corning</a>Surged more than 7%, the news said<a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a>Will pay $6 billion to buy fiber optic cables from Corning for AI data centers.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1cf51421c2f813b0a005b4b7f50a4d9\" title=\"\" tg-width=\"540\" tg-height=\"162\"/></p><p><a href=\"https://laohu8.com/S/GM\">General Motors</a>It rose by more than 3%, with revenue of $45.29 billion in the fourth quarter, and the board of directors approved a new $6 billion share repurchase authorization.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd8bd6ca284a2bf7fa50d1e60ed94407\" title=\"\" tg-width=\"540\" tg-height=\"156\"/></p><p><a href=\"https://laohu8.com/S/UPS\">United Parcel</a>It rose by more than 3%, with revenue of US$24.5 billion in the fourth quarter and adjusted EPS of US$2.38, all exceeding expectations.</p><p><a href=\"https://laohu8.com/S/CRM\">SAIFTSE</a>It rose more than 2%. Computable Insights, a subsidiary of Saleftse, has won a contract from the U.S. Army to set up a decentralized enterprise agreement for the Department of War covering Saleftse products and services, capped at more than $5.64 billion.</p><p><a href=\"https://laohu8.com/S/BA\">boeing</a>It fell by more than 1%. Fourth-quarter revenue was 23.948 billion, or adjusted earnings per share of 9.92.</p><p>Medicare stocks plummeted.<a href=\"https://laohu8.com/S/HUM\">Hamenna</a>A 17% drop,<a href=\"https://laohu8.com/S/CVS\">Sivis Health</a>It fell by more than 13%. The Centers for Medicare and Medicaid Services (CMS) said in the announcement that it expects Medicare Advantage payment rates to increase by only 0.09% in 2027, far below the increase of as much as 6% previously expected by Wall Street analysts.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9478b04fe614a433d1815f56be6a5926\" title=\"\" tg-width=\"540\" tg-height=\"159\"/></p><p><a href=\"https://laohu8.com/S/UNH\">Allied Health</a>It plunged 16%. Fourth-quarter revenue was $113.2 billion, compared to market expectations of $113.82 billion; Adjusted EPS of $2.11 vs. market expectations of $2.1; It expects full-year 2026 adjusted EPS to be above $17.75, compared to the market estimate of $17.69.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ec28593ce72b38128e524bde5823735\" title=\"\" tg-width=\"540\" tg-height=\"162\"/></p><p><a href=\"https://laohu8.com/S/KC\">Kingsoft Cloud</a>Continued to rise by more than 8%. On the news side, Jinshan Cloud recently announced a new breakthrough in the field of intelligent computing cloud. Its intelligent computing platform Jinshan Yunxingliu has completed the strategic upgrade from a resource management platform to a one-stop AI training and push full-process platform. It is generally believed in the industry that AI applications have entered the eve of the outbreak.</p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2a00025a2e7bd4068ef42a6da72b947\" title=\"\" tg-width=\"540\" tg-height=\"159\"/></p><p><a href=\"https://laohu8.com/S/BILI\">Bilibili</a>It rose by more than 4%.<strong>On January 27th, Station B officially announced the new IP \"2026 bilibili New Year's Day Party\" for the first time. The Bilibili Party invited new and old comedians, national artists and new generation actors to participate, aiming to create a family party for audiences of all ages.</strong></p><p><a href=\"https://laohu8.com/S/BIDU\">Baidu</a>It rose more than 2%. It is reported that Baidu has merged its two major consumer application businesses and formed a new business unit focusing on the development of artificial intelligence technology to strengthen the company's core competitiveness in the field of artificial intelligence.</p><p><a href=\"https://laohu8.com/S/WRD\">WeRide Zhixing</a>It rose more than 1%. On the news, Wenyuan Zhixing officially announced yesterday that its self-driving minibus Robobus officially opened commercial operation in Leuven, Belgium.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"NAMM":"Namib Minerals"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158058865","content_text":"1月27日周二，美股三大指数期货在盘前时段走势不一。今日关注：美国11月FHFA房价指数月率、美国1月谘商会消费者信心指数、美国1月里奇蒙德联储制造业指数。贵金属概念股普涨。Namib Minerals 大涨17%，2倍做多白银ETF-ProShares 涨超5%， 白银ETF-iShares 、 赫克拉矿业 涨超2%， First Majestic Silver Corporation 、泛美白银涨超1%。美光科技 涨超4%。在人工智能引发内存芯片短缺的背景下，美光科技将在未来十年向新加坡追加投资240亿美元，以扩大其制造能力。同时，存储概念走高， SanDisk Corp 涨1.95%，西部数据、希捷科技涨超2%。量子计算概念走高， D-Wave Quantum Inc. 涨超5%，IONQ Inc. 涨超3%， Rigetti Computing 涨超2%、 Quantum Computing Inc. 涨超1%。康宁 大涨超7%，消息称 Meta Platforms, Inc. 将支付60亿美元，向康宁购买用于AI数据中心的光纤电缆。通用汽车 涨超3%，四季度营收452.9亿美元，董事会批准新的60亿美元股票回购授权。联合包裹 涨超3%，四季度营收245亿美元，调整后EPS2.38美元，均超预期。赛富时 涨超2%。赛富时旗下子公司Computable Insights赢得了一份来自美国陆军的合同，为战争部设立一个去中心化的企业协议，涵盖赛富时的产品和服务，该合同的上限超过56.4亿美元。波音 跌超1%。四季度营收239.48亿美元，调整后每股收益9.92美元。医疗保险股大跌。哈门那 大跌17%， 西维斯健康 跌超13%。美国医疗保险和医疗补助服务中心(CMS)在公告中表示，预计2027年联邦医保优势计划(Medicare Advantage)的支付费率仅将上调0.09%，远低于华尔街分析师此前预期的高达6%的增幅。联合健康 大跌16%。第四季度营收1132亿美元，市场预期1138.2亿美元；经调整后每股收益2.11美元，市场预期2.1美元；预计2026年全年经调整后每股收益在17.75美元上方，市场预估17.69美元。金山云 续涨超8%。消息面上，金山云日前公布在智算云领域的新突破，其智算平台金山云星流已完成从资源管理平台向一站式AI训推全流程平台的战略升级。业内普遍认为，AI应用已进入爆发前夜。哔哩哔哩 涨超4%。1月27日，B站首次官宣新IP“2026 bilibili大年初一联欢会”。B站联欢会邀请了新老喜剧人、国民艺人及新生代演员共同参与，旨在打造一场面向全年龄段观众的合家欢晚会。百度 涨超2%。消息称百度已将旗下两大消费应用业务合并，组建了一个专注于人工智能技术发展的新业务单元，强化公司在人工智能领域的核心竞争力。文远知行 涨超1%。消息面上，文远知行官方昨日宣布，其自动驾驶小巴Robobus在比利时鲁汶市正式开启商业运营。","news_type":1,"symbols_score_info":{"NAMM":2}},"isVote":1,"tweetType":1,"viewCount":1549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526309939725016,"gmtCreate":1769529145805,"gmtModify":1769529149358,"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"themes":[],"title":"","htmlText":"Rare earth picks","listText":"Rare earth picks","text":"Rare earth picks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526309939725016","repostId":"525779511083440","repostType":1,"repost":{"id":525779511083440,"gmtCreate":1769382719066,"gmtModify":1769417467959,"author":{"id":"9000000000000725","authorId":"9000000000000725","name":"AfraSimon","avatar":"https://static.tigerbbs.com/46d30a827da942c1b0307f51e832534e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"9000000000000725","idStr":"9000000000000725"},"themes":[],"title":"Top Rare Earth Picks","htmlText":"Rare Earths &amp; Critical Minerals. This theme can make you rich, and it's only getting bigger with Trump + US gov't exposure... My top 8 favorite names to watch right now: Rare Earths... <a href=\"https://ttm.financial/S/MP\">$MP Materials Corp.(MP)$</a> …still the top U.S. rare earth pick; fully integrated from mine to magnet, Mountain Pass expansion + pentagon-backed supply chain narrative. <a href=\"https://ttm.financial/S/CRML\">$CRITICAL METALS CORPORATION(CRML)$</a> …one of the breakout names of 2026; overlaps rare earths + critical minerals; one of the cleanest dual-exposure plays in the space + heavy rare earth leverage. <a href=\"https://ttm.financial/S/USAR\">$USA Rare Earth Inc.(USAR)$</a> …gaining traction fast; domestic processing and magnet ambitions make it a pure “america-first","listText":"Rare Earths &amp; Critical Minerals. This theme can make you rich, and it's only getting bigger with Trump + US gov't exposure... My top 8 favorite names to watch right now: Rare Earths... <a href=\"https://ttm.financial/S/MP\">$MP Materials Corp.(MP)$</a> …still the top U.S. rare earth pick; fully integrated from mine to magnet, Mountain Pass expansion + pentagon-backed supply chain narrative. <a href=\"https://ttm.financial/S/CRML\">$CRITICAL METALS CORPORATION(CRML)$</a> …one of the breakout names of 2026; overlaps rare earths + critical minerals; one of the cleanest dual-exposure plays in the space + heavy rare earth leverage. <a href=\"https://ttm.financial/S/USAR\">$USA Rare Earth Inc.(USAR)$</a> …gaining traction fast; domestic processing and magnet ambitions make it a pure “america-first","text":"Rare Earths & Critical Minerals. This theme can make you rich, and it's only getting bigger with Trump + US gov't exposure... My top 8 favorite names to watch right now: Rare Earths... $MP Materials Corp.(MP)$ …still the top U.S. rare earth pick; fully integrated from mine to magnet, Mountain Pass expansion + pentagon-backed supply chain narrative. $CRITICAL METALS CORPORATION(CRML)$ …one of the breakout names of 2026; overlaps rare earths + critical minerals; one of the cleanest dual-exposure plays in the space + heavy rare earth leverage. $USA Rare Earth Inc.(USAR)$ …gaining traction fast; domestic processing and magnet ambitions make it a pure “america-first","images":[{"img":"https://community-static.tradeup.com/news/5489fd5ce4ef587ba048726a861a7993","width":"915","height":"584"},{"img":"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330"},{"img":"https://community-static.tradeup.com/news/0c1f52f0ec3a2f13f04e1a6a1b8cfcc6"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/525779511083440","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1009,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":525963129382312,"gmtCreate":1769441849435,"gmtModify":1769441853321,"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"themes":[],"title":"","htmlText":"Robotics&nbsp;","listText":"Robotics&nbsp;","text":"Robotics","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/525963129382312","repostId":"525951793128952","repostType":1,"repost":{"id":525951793128952,"gmtCreate":1769438968022,"gmtModify":1769438974797,"author":{"id":"3563842318594455","authorId":"3563842318594455","name":"Pinkspider","avatar":"https://community-static.tradeup.com/news/e0565d03e7bb12de8354f73b564d08be","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3563842318594455","idStr":"3563842318594455"},"themes":[],"title":"ROBOTIC FUTURE","htmlText":"🚨 Wall Street is going big on robots! Morgan Stanley’s Adam Jonas predicts annual robot sales will reach 1.4 billion units by 2050, spanning self-driving cars, drones, humanoids, and home robots. He estimates the robot economy could grow into a $25 trillion market, with heavy adoption in healthcare, logistics, and agriculture. This shift is coming fast, and companies already combining AI, autonomy, and manufacturing at scale, like Tesla, are positioned to be core players in this new economy. $TSLA","listText":"🚨 Wall Street is going big on robots! Morgan Stanley’s Adam Jonas predicts annual robot sales will reach 1.4 billion units by 2050, spanning self-driving cars, drones, humanoids, and home robots. He estimates the robot economy could grow into a $25 trillion market, with heavy adoption in healthcare, logistics, and agriculture. This shift is coming fast, and companies already combining AI, autonomy, and manufacturing at scale, like Tesla, are positioned to be core players in this new economy. $TSLA","text":"🚨 Wall Street is going big on robots! Morgan Stanley’s Adam Jonas predicts annual robot sales will reach 1.4 billion units by 2050, spanning self-driving cars, drones, humanoids, and home robots. He estimates the robot economy could grow into a $25 trillion market, with heavy adoption in healthcare, logistics, and agriculture. This shift is coming fast, and companies already combining AI, autonomy, and manufacturing at scale, like Tesla, are positioned to be core players in this new economy. $TSLA","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/525951793128952","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":525955666314368,"gmtCreate":1769439897501,"gmtModify":1769439901184,"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"themes":[],"title":"","htmlText":"White house? Thematics&nbsp;","listText":"White house? Thematics&nbsp;","text":"White house? Thematics","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/525955666314368","repostId":"524783902196328","repostType":1,"repost":{"id":524783902196328,"gmtCreate":1769139563854,"gmtModify":1769417468305,"author":{"id":"3527667648076720","authorId":"3527667648076720","name":"Market_Chart","avatar":"https://community-static.tradeup.com/news/7790bfb6787629e35b934102b29cb912","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667648076720","idStr":"3527667648076720"},"themes":[],"title":"Buy what the president says: tech, energy, defense, space, EVs","htmlText":"This is the kind of market where you simply buy what the president tells you to: Rare Earths： <a href=\"https://ttm.financial/S/CRML\">$CRITICAL METALS CORPORATION(CRML)$</a> <a href=\"https://ttm.financial/S/TMC\">$The Metals Company(TMC)$</a> <a href=\"https://ttm.financial/S/USAR\">$USA Rare Earth Inc.(USAR)$</a> Defense: <a href=\"https://ttm.financial/S/SKYT\">$SkyWater Technology, Inc.(SKYT)$</a> <a href=\"https://ttm.financial/S/KTOS\">$Kratos Defense &amp; Security Solutions(KTOS)$</a> <a href=\"https://ttm.financial/S/KRMN\">$Karman Holdings (TCFIII SPACECO HOLDINGS LLC)(KRMN)$</a> <a href=\"https://ttm.financial/S/AMTM\">$Amentum Holdings, Inc.(AMTM)$</a> AI Infrastructure: <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/NUAI\">$New Era Helium Inc(</a>","listText":"This is the kind of market where you simply buy what the president tells you to: Rare Earths： <a href=\"https://ttm.financial/S/CRML\">$CRITICAL METALS CORPORATION(CRML)$</a> <a href=\"https://ttm.financial/S/TMC\">$The Metals Company(TMC)$</a> <a href=\"https://ttm.financial/S/USAR\">$USA Rare Earth Inc.(USAR)$</a> Defense: <a href=\"https://ttm.financial/S/SKYT\">$SkyWater Technology, Inc.(SKYT)$</a> <a href=\"https://ttm.financial/S/KTOS\">$Kratos Defense &amp; Security Solutions(KTOS)$</a> <a href=\"https://ttm.financial/S/KRMN\">$Karman Holdings (TCFIII SPACECO HOLDINGS LLC)(KRMN)$</a> <a href=\"https://ttm.financial/S/AMTM\">$Amentum Holdings, Inc.(AMTM)$</a> AI Infrastructure: <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/NUAI\">$New Era Helium Inc(</a>","text":"This is the kind of market where you simply buy what the president tells you to: Rare Earths： $CRITICAL METALS CORPORATION(CRML)$ $The Metals Company(TMC)$ $USA Rare Earth Inc.(USAR)$ Defense: $SkyWater Technology, Inc.(SKYT)$ $Kratos Defense & Security Solutions(KTOS)$ $Karman Holdings (TCFIII SPACECO HOLDINGS LLC)(KRMN)$ $Amentum Holdings, Inc.(AMTM)$ AI Infrastructure: $Alphabet(GOOGL)$ $New Era Helium Inc(","images":[{"img":"https://community-static.tradeup.com/news/79f6bbbd454715c280271d2a94cb51b6","width":"1155","height":"1200"},{"img":"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330"},{"img":"https://community-static.tradeup.com/news/0c1f52f0ec3a2f13f04e1a6a1b8cfcc6"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/524783902196328","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":521718072575032,"gmtCreate":1768407806672,"gmtModify":1768407810423,"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"themes":[],"title":"","htmlText":"Is this helping to restore USD or destroy? [Smile]","listText":"Is this helping to restore USD or destroy? [Smile]","text":"Is this helping to restore USD or destroy? [Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/521718072575032","isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":521241174426160,"gmtCreate":1768284427206,"gmtModify":1768286985411,"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"themes":[],"title":"","htmlText":"Google &amp; Apple deals marks a significant milestone and such a blow to Tesla","listText":"Google &amp; Apple deals marks a significant milestone and such a blow to Tesla","text":"Google & Apple deals marks a significant milestone and such a blow to Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/521241174426160","repostId":"2603522329","repostType":4,"repost":{"id":"2603522329","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1768284000,"share":"https://ttm.financial/m/news/2603522329?lang=en_US&edition=fundamental","pubTime":"2026-01-13 14:00","market":"us","language":"en","title":"Elon Musk Slams Google, Apple Deal: \"Unreasonable Concentration of Power\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2603522329","media":"Benzinga","summary":"xAI and Tesla CEO Elon Musk criticizes the Apple-Google AI partnership as an \"unreasonable concentration of power.\"","content":"<html><head></head><body><p>Elon Musk, CEO of <a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a> (NASDAQ:TSLA) and xAI, voiced criticism of the AI partnership between <a href=\"https://laohu8.com/S/AAPL\">Apple, Inc.</a> (NASDAQ:AAPL) and <a href=\"https://laohu8.com/S/GOOGL\">Alphabet, Inc.</a> (NASDAQ:GOOG) (NASDAQ:GOOGL) announced on Monday. </p><p>In a post on X replying to the News from Google account, Musk questioned the partnership as possibly allowing Google too much &#34;power,&#34; considering it owns the Android operating system and Chrome browser. </p><p style=\"text-align: start;\">&#34;This seems like an unreasonable concentration of power for Google, given that the[y] also have Android and Chrome,&#34; Musk said. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0bdb6a3f2f90808a23d9043b9d995dc2\" tg-width=\"829\" tg-height=\"455\"/></p><h2 id=\"id_2805966537\" style=\"text-align: start;\">‘Unreasonable&#39; Apple-Google Power Move</h2><p style=\"text-align: start;\">Musk&#39;s frustration stems from the announcement that Google Gemini will power a revamped, personalized Siri for Apple Intelligence. It could be viewed as a significant blow to Musk&#39;s AI firm, xAI, and its chatbot, Grok.</p><p>This is not the first time that Musk has taken issue with Apple&#39;s AI partnerships. In August 2025, xAI filed a lawsuit against Apple and OpenAI, accusing them of forming an AI monopoly that deliberately excludes competitors. </p><p style=\"text-align: start;\">Now that Apple has an AI deal with Google, the company has effectively partnered with Musk&#39;s two biggest rivals — OpenAI and Google — leaving Grok on the outside of the world&#39;s most lucrative hardware ecosystem. </p><p style=\"text-align: start;\">When Musk points to Google&#39;s control of Android and Chrome, it seems he is arguing that allowing Google to also infiltrate the iPhone via Gemini creates a platform dominance that no competitor can overcome.</p><h2 id=\"id_1479942373\" style=\"text-align: start;\">Alphabet Antitrust History</h2><p style=\"text-align: start;\">Musk&#39;s &#34;monopoly&#34; claims carry weight because, legally, Google is a confirmed monopolist. Here is a review of the landmark U.S. v. Google case outcomes:</p><ul style=\"list-style-type: disc;\"><li><p>The Liability Ruling (Aug. 2024): A federal judge ruled that Google violated the Sherman Act by maintaining a monopoly in general search. The judge specifically targeted the multi-billion dollar deals (such as the $20 billion paid to Apple) that made Google the default search engine on Safari.</p></li><li><p>The Remedy Ruling (Sept. 2025): The Department of Justice initially sought to break Google up by forcing the sale of Chrome or Android. However, the court reached a more moderate conclusion:</p></li></ul><ul style=\"list-style-type: disc;\"><li><p>No Breakup: The judge declined to force a divestiture of Chrome or Android, arguing that the rise of AI (ironically) was already shifting market dynamics.</p></li><li><p>Ban on Exclusivity: Google is prohibited from paying for exclusive default status on any device.</p></li><li><p>Data Sharing: Google must share its search index and user data with qualified competitors to level the playing field.</p></li></ul><p>Musk could be attempting to leverage these legal findings to frame the Apple-Gemini deal as a backdoor way for Google to maintain the very dominance the courts just tried to curb. </p><p style=\"text-align: start;\">While his concerns about “concentrated power” align with DOJ arguments, Musk&#39;s motivation appears to be the survival of xAI in a market increasingly locked down by exclusive alliances.</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>Elon Musk Slams Google, Apple Deal: \"Unreasonable Concentration of Power\"</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk Slams Google, Apple Deal: \"Unreasonable Concentration of Power\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2026-01-13 14:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Elon Musk, CEO of <a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a> (NASDAQ:TSLA) and xAI, voiced criticism of the AI partnership between <a href=\"https://laohu8.com/S/AAPL\">Apple, Inc.</a> (NASDAQ:AAPL) and <a href=\"https://laohu8.com/S/GOOGL\">Alphabet, Inc.</a> (NASDAQ:GOOG) (NASDAQ:GOOGL) announced on Monday. </p><p>In a post on X replying to the News from Google account, Musk questioned the partnership as possibly allowing Google too much &#34;power,&#34; considering it owns the Android operating system and Chrome browser. </p><p style=\"text-align: start;\">&#34;This seems like an unreasonable concentration of power for Google, given that the[y] also have Android and Chrome,&#34; Musk said. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0bdb6a3f2f90808a23d9043b9d995dc2\" tg-width=\"829\" tg-height=\"455\"/></p><h2 id=\"id_2805966537\" style=\"text-align: start;\">‘Unreasonable&#39; Apple-Google Power Move</h2><p style=\"text-align: start;\">Musk&#39;s frustration stems from the announcement that Google Gemini will power a revamped, personalized Siri for Apple Intelligence. It could be viewed as a significant blow to Musk&#39;s AI firm, xAI, and its chatbot, Grok.</p><p>This is not the first time that Musk has taken issue with Apple&#39;s AI partnerships. In August 2025, xAI filed a lawsuit against Apple and OpenAI, accusing them of forming an AI monopoly that deliberately excludes competitors. </p><p style=\"text-align: start;\">Now that Apple has an AI deal with Google, the company has effectively partnered with Musk&#39;s two biggest rivals — OpenAI and Google — leaving Grok on the outside of the world&#39;s most lucrative hardware ecosystem. </p><p style=\"text-align: start;\">When Musk points to Google&#39;s control of Android and Chrome, it seems he is arguing that allowing Google to also infiltrate the iPhone via Gemini creates a platform dominance that no competitor can overcome.</p><h2 id=\"id_1479942373\" style=\"text-align: start;\">Alphabet Antitrust History</h2><p style=\"text-align: start;\">Musk&#39;s &#34;monopoly&#34; claims carry weight because, legally, Google is a confirmed monopolist. Here is a review of the landmark U.S. v. Google case outcomes:</p><ul style=\"list-style-type: disc;\"><li><p>The Liability Ruling (Aug. 2024): A federal judge ruled that Google violated the Sherman Act by maintaining a monopoly in general search. The judge specifically targeted the multi-billion dollar deals (such as the $20 billion paid to Apple) that made Google the default search engine on Safari.</p></li><li><p>The Remedy Ruling (Sept. 2025): The Department of Justice initially sought to break Google up by forcing the sale of Chrome or Android. However, the court reached a more moderate conclusion:</p></li></ul><ul style=\"list-style-type: disc;\"><li><p>No Breakup: The judge declined to force a divestiture of Chrome or Android, arguing that the rise of AI (ironically) was already shifting market dynamics.</p></li><li><p>Ban on Exclusivity: Google is prohibited from paying for exclusive default status on any device.</p></li><li><p>Data Sharing: Google must share its search index and user data with qualified competitors to level the playing field.</p></li></ul><p>Musk could be attempting to leverage these legal findings to frame the Apple-Gemini deal as a backdoor way for Google to maintain the very dominance the courts just tried to curb. </p><p style=\"text-align: start;\">While his concerns about “concentrated power” align with DOJ arguments, Musk&#39;s motivation appears to be the survival of xAI in a market increasingly locked down by exclusive alliances.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","AAPL":"苹果","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0289960550.SGD":"AB FCP I - 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Tactical Dividend Income A Mdis SGD-H Plus","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999002232.USD":"Allianz Global High Payout USD","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC"},"source_url":"https://www.benzinga.com/markets/tech/26/01/49863605/elon-musk-slams-google-apple-deal-unreasonable-concentration-of-power","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2603522329","content_text":"Elon Musk, CEO of Tesla, Inc. (NASDAQ:TSLA) and xAI, voiced criticism of the AI partnership between Apple, Inc. (NASDAQ:AAPL) and Alphabet, Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) announced on Monday. In a post on X replying to the News from Google account, Musk questioned the partnership as possibly allowing Google too much \"power,\" considering it owns the Android operating system and Chrome browser. \"This seems like an unreasonable concentration of power for Google, given that the[y] also have Android and Chrome,\" Musk said. ‘Unreasonable' Apple-Google Power MoveMusk's frustration stems from the announcement that Google Gemini will power a revamped, personalized Siri for Apple Intelligence. It could be viewed as a significant blow to Musk's AI firm, xAI, and its chatbot, Grok.This is not the first time that Musk has taken issue with Apple's AI partnerships. In August 2025, xAI filed a lawsuit against Apple and OpenAI, accusing them of forming an AI monopoly that deliberately excludes competitors. Now that Apple has an AI deal with Google, the company has effectively partnered with Musk's two biggest rivals — OpenAI and Google — leaving Grok on the outside of the world's most lucrative hardware ecosystem. When Musk points to Google's control of Android and Chrome, it seems he is arguing that allowing Google to also infiltrate the iPhone via Gemini creates a platform dominance that no competitor can overcome.Alphabet Antitrust HistoryMusk's \"monopoly\" claims carry weight because, legally, Google is a confirmed monopolist. Here is a review of the landmark U.S. v. Google case outcomes:The Liability Ruling (Aug. 2024): A federal judge ruled that Google violated the Sherman Act by maintaining a monopoly in general search. The judge specifically targeted the multi-billion dollar deals (such as the $20 billion paid to Apple) that made Google the default search engine on Safari.The Remedy Ruling (Sept. 2025): The Department of Justice initially sought to break Google up by forcing the sale of Chrome or Android. However, the court reached a more moderate conclusion:No Breakup: The judge declined to force a divestiture of Chrome or Android, arguing that the rise of AI (ironically) was already shifting market dynamics.Ban on Exclusivity: Google is prohibited from paying for exclusive default status on any device.Data Sharing: Google must share its search index and user data with qualified competitors to level the playing field.Musk could be attempting to leverage these legal findings to frame the Apple-Gemini deal as a backdoor way for Google to maintain the very dominance the courts just tried to curb. While his concerns about “concentrated power” align with DOJ arguments, Musk's motivation appears to be the survival of xAI in a market increasingly locked down by exclusive alliances.","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"USJW.SI":0.6,"GOOGL":1.93,"AAPL":1.91,"MACW.SI":0.6,"TSLA":1.9}},"isVote":1,"tweetType":1,"viewCount":1552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":519731075375584,"gmtCreate":1767935737399,"gmtModify":1767935739740,"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/00100\">$MINIMAX-WP(00100)$</a> 🤭","listText":"<a href=\"https://ttm.financial/S/00100\">$MINIMAX-WP(00100)$</a> 🤭","text":"$MINIMAX-WP(00100)$ 🤭","images":[{"img":"https://community-static.tradeup.com/news/a58d3a7365c0c8e2f14180554c0439de","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/519731075375584","isVote":1,"tweetType":1,"viewCount":823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":521241174426160,"gmtCreate":1768284427206,"gmtModify":1768286985411,"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"themes":[],"title":"","htmlText":"Google &amp; Apple deals marks a significant milestone and such a blow to Tesla","listText":"Google &amp; Apple deals marks a significant milestone and such a blow to Tesla","text":"Google & Apple deals marks a significant milestone and such a blow to Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/521241174426160","repostId":"2603522329","repostType":4,"repost":{"id":"2603522329","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1768284000,"share":"https://ttm.financial/m/news/2603522329?lang=en_US&edition=fundamental","pubTime":"2026-01-13 14:00","market":"us","language":"en","title":"Elon Musk Slams Google, Apple Deal: \"Unreasonable Concentration of Power\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2603522329","media":"Benzinga","summary":"xAI and Tesla CEO Elon Musk criticizes the Apple-Google AI partnership as an \"unreasonable concentration of power.\"","content":"<html><head></head><body><p>Elon Musk, CEO of <a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a> (NASDAQ:TSLA) and xAI, voiced criticism of the AI partnership between <a href=\"https://laohu8.com/S/AAPL\">Apple, Inc.</a> (NASDAQ:AAPL) and <a href=\"https://laohu8.com/S/GOOGL\">Alphabet, Inc.</a> (NASDAQ:GOOG) (NASDAQ:GOOGL) announced on Monday. </p><p>In a post on X replying to the News from Google account, Musk questioned the partnership as possibly allowing Google too much &#34;power,&#34; considering it owns the Android operating system and Chrome browser. </p><p style=\"text-align: start;\">&#34;This seems like an unreasonable concentration of power for Google, given that the[y] also have Android and Chrome,&#34; Musk said. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0bdb6a3f2f90808a23d9043b9d995dc2\" tg-width=\"829\" tg-height=\"455\"/></p><h2 id=\"id_2805966537\" style=\"text-align: start;\">‘Unreasonable&#39; Apple-Google Power Move</h2><p style=\"text-align: start;\">Musk&#39;s frustration stems from the announcement that Google Gemini will power a revamped, personalized Siri for Apple Intelligence. It could be viewed as a significant blow to Musk&#39;s AI firm, xAI, and its chatbot, Grok.</p><p>This is not the first time that Musk has taken issue with Apple&#39;s AI partnerships. In August 2025, xAI filed a lawsuit against Apple and OpenAI, accusing them of forming an AI monopoly that deliberately excludes competitors. </p><p style=\"text-align: start;\">Now that Apple has an AI deal with Google, the company has effectively partnered with Musk&#39;s two biggest rivals — OpenAI and Google — leaving Grok on the outside of the world&#39;s most lucrative hardware ecosystem. </p><p style=\"text-align: start;\">When Musk points to Google&#39;s control of Android and Chrome, it seems he is arguing that allowing Google to also infiltrate the iPhone via Gemini creates a platform dominance that no competitor can overcome.</p><h2 id=\"id_1479942373\" style=\"text-align: start;\">Alphabet Antitrust History</h2><p style=\"text-align: start;\">Musk&#39;s &#34;monopoly&#34; claims carry weight because, legally, Google is a confirmed monopolist. Here is a review of the landmark U.S. v. Google case outcomes:</p><ul style=\"list-style-type: disc;\"><li><p>The Liability Ruling (Aug. 2024): A federal judge ruled that Google violated the Sherman Act by maintaining a monopoly in general search. The judge specifically targeted the multi-billion dollar deals (such as the $20 billion paid to Apple) that made Google the default search engine on Safari.</p></li><li><p>The Remedy Ruling (Sept. 2025): The Department of Justice initially sought to break Google up by forcing the sale of Chrome or Android. However, the court reached a more moderate conclusion:</p></li></ul><ul style=\"list-style-type: disc;\"><li><p>No Breakup: The judge declined to force a divestiture of Chrome or Android, arguing that the rise of AI (ironically) was already shifting market dynamics.</p></li><li><p>Ban on Exclusivity: Google is prohibited from paying for exclusive default status on any device.</p></li><li><p>Data Sharing: Google must share its search index and user data with qualified competitors to level the playing field.</p></li></ul><p>Musk could be attempting to leverage these legal findings to frame the Apple-Gemini deal as a backdoor way for Google to maintain the very dominance the courts just tried to curb. </p><p style=\"text-align: start;\">While his concerns about “concentrated power” align with DOJ arguments, Musk&#39;s motivation appears to be the survival of xAI in a market increasingly locked down by exclusive alliances.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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considering it owns the Android operating system and Chrome browser. </p><p style=\"text-align: start;\">&#34;This seems like an unreasonable concentration of power for Google, given that the[y] also have Android and Chrome,&#34; Musk said. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0bdb6a3f2f90808a23d9043b9d995dc2\" tg-width=\"829\" tg-height=\"455\"/></p><h2 id=\"id_2805966537\" style=\"text-align: start;\">‘Unreasonable&#39; Apple-Google Power Move</h2><p style=\"text-align: start;\">Musk&#39;s frustration stems from the announcement that Google Gemini will power a revamped, personalized Siri for Apple Intelligence. It could be viewed as a significant blow to Musk&#39;s AI firm, xAI, and its chatbot, Grok.</p><p>This is not the first time that Musk has taken issue with Apple&#39;s AI partnerships. In August 2025, xAI filed a lawsuit against Apple and OpenAI, accusing them of forming an AI monopoly that deliberately excludes competitors. </p><p style=\"text-align: start;\">Now that Apple has an AI deal with Google, the company has effectively partnered with Musk&#39;s two biggest rivals — OpenAI and Google — leaving Grok on the outside of the world&#39;s most lucrative hardware ecosystem. </p><p style=\"text-align: start;\">When Musk points to Google&#39;s control of Android and Chrome, it seems he is arguing that allowing Google to also infiltrate the iPhone via Gemini creates a platform dominance that no competitor can overcome.</p><h2 id=\"id_1479942373\" style=\"text-align: start;\">Alphabet Antitrust History</h2><p style=\"text-align: start;\">Musk&#39;s &#34;monopoly&#34; claims carry weight because, legally, Google is a confirmed monopolist. Here is a review of the landmark U.S. v. Google case outcomes:</p><ul style=\"list-style-type: disc;\"><li><p>The Liability Ruling (Aug. 2024): A federal judge ruled that Google violated the Sherman Act by maintaining a monopoly in general search. The judge specifically targeted the multi-billion dollar deals (such as the $20 billion paid to Apple) that made Google the default search engine on Safari.</p></li><li><p>The Remedy Ruling (Sept. 2025): The Department of Justice initially sought to break Google up by forcing the sale of Chrome or Android. However, the court reached a more moderate conclusion:</p></li></ul><ul style=\"list-style-type: disc;\"><li><p>No Breakup: The judge declined to force a divestiture of Chrome or Android, arguing that the rise of AI (ironically) was already shifting market dynamics.</p></li><li><p>Ban on Exclusivity: Google is prohibited from paying for exclusive default status on any device.</p></li><li><p>Data Sharing: Google must share its search index and user data with qualified competitors to level the playing field.</p></li></ul><p>Musk could be attempting to leverage these legal findings to frame the Apple-Gemini deal as a backdoor way for Google to maintain the very dominance the courts just tried to curb. </p><p style=\"text-align: start;\">While his concerns about “concentrated power” align with DOJ arguments, Musk&#39;s motivation appears to be the survival of xAI in a market increasingly locked down by exclusive alliances.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","AAPL":"苹果","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0289960550.SGD":"AB FCP I - 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Tactical Dividend Income A Mdis SGD-H Plus","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999002232.USD":"Allianz Global High Payout USD","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC"},"source_url":"https://www.benzinga.com/markets/tech/26/01/49863605/elon-musk-slams-google-apple-deal-unreasonable-concentration-of-power","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2603522329","content_text":"Elon Musk, CEO of Tesla, Inc. (NASDAQ:TSLA) and xAI, voiced criticism of the AI partnership between Apple, Inc. (NASDAQ:AAPL) and Alphabet, Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) announced on Monday. In a post on X replying to the News from Google account, Musk questioned the partnership as possibly allowing Google too much \"power,\" considering it owns the Android operating system and Chrome browser. \"This seems like an unreasonable concentration of power for Google, given that the[y] also have Android and Chrome,\" Musk said. ‘Unreasonable' Apple-Google Power MoveMusk's frustration stems from the announcement that Google Gemini will power a revamped, personalized Siri for Apple Intelligence. It could be viewed as a significant blow to Musk's AI firm, xAI, and its chatbot, Grok.This is not the first time that Musk has taken issue with Apple's AI partnerships. In August 2025, xAI filed a lawsuit against Apple and OpenAI, accusing them of forming an AI monopoly that deliberately excludes competitors. Now that Apple has an AI deal with Google, the company has effectively partnered with Musk's two biggest rivals — OpenAI and Google — leaving Grok on the outside of the world's most lucrative hardware ecosystem. When Musk points to Google's control of Android and Chrome, it seems he is arguing that allowing Google to also infiltrate the iPhone via Gemini creates a platform dominance that no competitor can overcome.Alphabet Antitrust HistoryMusk's \"monopoly\" claims carry weight because, legally, Google is a confirmed monopolist. Here is a review of the landmark U.S. v. Google case outcomes:The Liability Ruling (Aug. 2024): A federal judge ruled that Google violated the Sherman Act by maintaining a monopoly in general search. The judge specifically targeted the multi-billion dollar deals (such as the $20 billion paid to Apple) that made Google the default search engine on Safari.The Remedy Ruling (Sept. 2025): The Department of Justice initially sought to break Google up by forcing the sale of Chrome or Android. However, the court reached a more moderate conclusion:No Breakup: The judge declined to force a divestiture of Chrome or Android, arguing that the rise of AI (ironically) was already shifting market dynamics.Ban on Exclusivity: Google is prohibited from paying for exclusive default status on any device.Data Sharing: Google must share its search index and user data with qualified competitors to level the playing field.Musk could be attempting to leverage these legal findings to frame the Apple-Gemini deal as a backdoor way for Google to maintain the very dominance the courts just tried to curb. While his concerns about “concentrated power” align with DOJ arguments, Musk's motivation appears to be the survival of xAI in a market increasingly locked down by exclusive alliances.","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"USJW.SI":0.6,"GOOGL":1.93,"AAPL":1.91,"MACW.SI":0.6,"TSLA":1.9}},"isVote":1,"tweetType":1,"viewCount":1552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":515033864085944,"gmtCreate":1766768258426,"gmtModify":1766768261363,"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AAAU\">$Goldman Sachs Physical Gold ETF(AAAU)$</a>&nbsp; $44.8","listText":"<a href=\"https://ttm.financial/S/AAAU\">$Goldman Sachs Physical Gold ETF(AAAU)$</a>&nbsp; $44.8","text":"$Goldman Sachs Physical Gold ETF(AAAU)$ $44.8","images":[{"img":"https://community-static.tradeup.com/news/2c213a100babb2b5affe865f93aede0a","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/515033864085944","isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":509997056184440,"gmtCreate":1765524603093,"gmtModify":1765524606687,"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TQ5.SI\">$Frasers Property(TQ5.SI)$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TQ5.SI\">$Frasers Property(TQ5.SI)$</a>&nbsp;","text":"$Frasers Property(TQ5.SI)$","images":[{"img":"https://community-static.tradeup.com/news/37bcdb174de6ef0b12004d7511e4d490","width":"1008","height":"1657"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/509997056184440","isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":504557132964656,"gmtCreate":1764210138021,"gmtModify":1764210141582,"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a> seems recent dividend income contributes to the positive momentum, but have u not seen the slew of Optus incidents? Huge impairm and legal settlement on the horizon","listText":"<a href=\"https://ttm.financial/S/Z74.SI\">$Singtel(Z74.SI)$&nbsp;</a> seems recent dividend income contributes to the positive momentum, but have u not seen the slew of Optus incidents? Huge impairm and legal settlement on the horizon","text":"$Singtel(Z74.SI)$ seems recent dividend income contributes to the positive momentum, but have u not seen the slew of Optus incidents? Huge impairm and legal settlement on the horizon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/504557132964656","isVote":1,"tweetType":1,"viewCount":1595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362086711660840,"gmtCreate":1729433555394,"gmtModify":1729433559987,"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GRN.SI\">$UOB APAC Green REIT ETF(GRN.SI)$</a>&nbsp; Mostly SG, AU, JP and minor HK holdings. Why the returns are pretty sub par since inception 🥹🥹","listText":"<a href=\"https://ttm.financial/S/GRN.SI\">$UOB APAC Green REIT ETF(GRN.SI)$</a>&nbsp; Mostly SG, AU, JP and minor HK holdings. Why the returns are pretty sub par since inception 🥹🥹","text":"$UOB APAC Green REIT ETF(GRN.SI)$ Mostly SG, AU, JP and minor HK holdings. Why the returns are pretty sub par since inception 🥹🥹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/362086711660840","isVote":1,"tweetType":1,"viewCount":2094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9025197511,"gmtCreate":1653633788733,"gmtModify":1676535318703,"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/OYY.SI\">$PROPNEX LIMITED(OYY.SI)$</a>It's interesting to see the property market is surging while the agency stock is sliding.&nbsp;Anyone any idea?&nbsp;","listText":"<a href=\"https://ttm.financial/S/OYY.SI\">$PROPNEX LIMITED(OYY.SI)$</a>It's interesting to see the property market is surging while the agency stock is sliding.&nbsp;Anyone any idea?&nbsp;","text":"$PROPNEX LIMITED(OYY.SI)$It's interesting to see the property market is surging while the agency stock is sliding. Anyone any idea?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/9025197511","isVote":1,"tweetType":1,"viewCount":3191,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568507662870938","authorId":"3568507662870938","name":"AdrianTan","avatar":"https://static.tigerbbs.com/b06609749cdea7e2f50b9bc7231997dc","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3568507662870938","idStr":"3568507662870938"},"content":"The market is trying to price in interest rate rise and potential recession that in turn will dampen the property sector","text":"The market is trying to price in interest rate rise and potential recession that in turn will dampen the property sector","html":"The market is trying to price in interest rate rise and potential recession that in turn will dampen the property sector"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":571588667195592,"gmtCreate":1780570649256,"gmtModify":1780570652701,"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"themes":[],"title":"","htmlText":"Around 5% of day traders are profitable. Even for those who do make money, the juice may not be worth the squeeze. Another paper by Barber and Odean found that the average active investor reliably underperforms the broader market. \"Very few people make money, even fewer make enough to make a real living of it.\"","listText":"Around 5% of day traders are profitable. Even for those who do make money, the juice may not be worth the squeeze. Another paper by Barber and Odean found that the average active investor reliably underperforms the broader market. \"Very few people make money, even fewer make enough to make a real living of it.\"","text":"Around 5% of day traders are profitable. Even for those who do make money, the juice may not be worth the squeeze. Another paper by Barber and Odean found that the average active investor reliably underperforms the broader market. \"Very few people make money, even fewer make enough to make a real living of it.\"","images":[{"img":"https://community-static.tradeup.com/news/512b9458d3f9c7d1bdac88514a26082e","width":"1206","height":"2457"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/571588667195592","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":570900161310736,"gmtCreate":1780411651211,"gmtModify":1780411654366,"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"themes":[],"title":"","htmlText":"optical communication stocks","listText":"optical communication stocks","text":"optical communication stocks","images":[{"img":"https://community-static.tradeup.com/news/6db477a5fc9650a7def424cc57e71e52","width":"1206","height":"2336"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/570900161310736","isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":501320887366360,"gmtCreate":1763434598143,"gmtModify":1763434601787,"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"themes":[],"title":"","htmlText":"Why EV stocks sank?","listText":"Why EV stocks sank?","text":"Why EV stocks sank?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/501320887366360","repostId":"1119145515","repostType":4,"repost":{"id":"1119145515","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1763432202,"share":"https://ttm.financial/m/news/1119145515?lang=en_US&edition=fundamental","pubTime":"2025-11-18 10:16","market":"hk","language":"en","title":"HK Movers | EV Stocks Sink; XPeng down 9%; Leapmotor down 6%; NIO, Li Auto, Xiaomi, and BYD down 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1119145515","media":"Tiger Newspress","summary":"EV stocks sank in Hong Kong. XPeng fell 9%; Leapmotor fell 6%; NIO, Li Auto, Xiaomi, and BYD fell 3%. ","content":"<html><head></head><body><p>EV stocks sank in Hong Kong. XPeng fell 9%; Leapmotor fell 6%; NIO, Li Auto, Xiaomi, and BYD fell 3%. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/33c0da24c95407839f1905a41980d36d\" tg-width=\"383\" tg-height=\"379\"/></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>HK Movers | EV Stocks Sink; XPeng down 9%; Leapmotor down 6%; NIO, Li Auto, Xiaomi, and BYD down 3%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHK Movers | EV Stocks Sink; XPeng down 9%; Leapmotor down 6%; NIO, Li Auto, Xiaomi, and BYD down 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-11-18 10:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>EV stocks sank in Hong Kong. XPeng fell 9%; Leapmotor fell 6%; NIO, Li Auto, Xiaomi, and BYD fell 3%. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/33c0da24c95407839f1905a41980d36d\" tg-width=\"383\" tg-height=\"379\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01810":"小米集团-W","09868":"小鹏集团-W","09863":"零跑汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119145515","content_text":"EV stocks sank in Hong Kong. XPeng fell 9%; Leapmotor fell 6%; NIO, Li Auto, Xiaomi, and BYD fell 3%.","news_type":1,"symbols_score_info":{"01810":2,"09868":2,"09863":2}},"isVote":1,"tweetType":1,"viewCount":706,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"content":"Yeah if this is the general macro adjustment. The deleted posts was centering on EV stocks, which might lead to the biased reporting of EV stocks.","text":"Yeah if this is the general macro adjustment. The deleted posts was centering on EV stocks, which might lead to the biased reporting of EV stocks.","html":"Yeah if this is the general macro adjustment. The deleted posts was centering on EV stocks, which might lead to the biased reporting of EV stocks."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9988853273,"gmtCreate":1666737700192,"gmtModify":1676537796234,"author":{"id":"4099398173793990","authorId":"4099398173793990","name":"Mayflying","avatar":"https://static.tigerbbs.com/c0bd762a5b2b429d87e8cd81b83cad82","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4099398173793990","idStr":"4099398173793990"},"themes":[],"title":"","htmlText":"Why Appld share edged up recently?","listText":"Why Appld share edged up recently?","text":"Why Appld share edged up recently?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9988853273","repostId":"2278020272","repostType":2,"repost":{"id":"2278020272","kind":"news","pubTimestamp":1666700972,"share":"https://ttm.financial/m/news/2278020272?lang=en_US&edition=fundamental","pubTime":"2022-10-25 20:29","market":"us","language":"en","title":"Apple: You Have Been Warned","url":"https://stock-news.laohu8.com/highlight/detail?id=2278020272","media":"Seeking Alpha","summary":"SummaryWhile iPhone 14 Pro and Pro Max have seen relative strength after the initial launch, the dem","content":"<html><head></head><body><h2>Summary</h2><ul><li>While iPhone 14 Pro and Pro Max have seen relative strength after the initial launch, the demand for the two high-end models has been declining relative to the prior year.</li><li>The low-end models bring increasing risk that the production numbers for 2023 may be revised downwards, especially if demand continues to weaken further.</li><li>China will likely disappoint as consumer sentiment worsens given the soft iPhone shipments to China and weakening retail sales data as the country continues to be challenging for Apple.</li><li>My 1-year target price for Apple is $135. This represents an 8% downside from current levels.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/40f69d8740cc2bafe8656b09f1d0bcff\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"/><span>Ivan-balvan</span></p><p>In my previous article for Apple (NASDAQ:AAPL), I warned that the demand for iPhone 14&#39;s low-end models was weaker than expected, and this turned out to be true as mainstream media subsequently reported that Apple decided to reduceproduction numbers in the near term.</p><p>In this article, I provide an update to show that the demand for the newest iPhone 14 models continues to fall, even for the high-end models, and highlight the increasing worries for the company in the run-up to its next quarter&#39;s earnings report.</p><h2>Investment thesis</h2><p>I continue to take the view that Apple has a great business model, excellent products with strong brand equity and run by a solid management team. However, I think that this is a challenging environment for Apple as there are increasing risks and uncertainties for the company. I think that the weakening demand for its newest iPhone 14 models is worrying as even the high-end models seem to have lost interest and demand continues to fall for these products. On the other hand, the weak low-end iPhone 14 models have been disappointing and could provide near-term headwinds to production unit numbers as Apple could revise the number downwards if demand falls.</p><p>Another concern that Apple investors need to consider is China, which saw smartphone shipments decline recently, along with weakening retail sales for the third quarter, as consumer sentiment continues to be weak given the tough covid policies taken by the Chinese authorities and the impact of the property and technology sectors on the Chinese economy.</p><p>All in all, I would advise investors to hold the course for Apple as it remains not a good time to be adding to the shares given that the risk-reward perspective is skewed more to the downside, in my view.</p><h2>Demand for iPhones falling off after the initial strong response</h2><p>According to the UBS Evidence Lab data, their analysis showed that the initial strong demand that we saw for the high-end iPhone Pro Max is starting to wane. The UBS Evidence Lab data looks at the availability for the iPhone across more than 30 countries and also analyzed the supply chains and wait times for the iPhones.</p><p>We have seen wait times continue to weaken in recent days relative to post-launch while the US is the only market that continues to be an outlier in terms of wait times. For the US, the wait time for the iPhone 14 Pro Max is now at 27 days, higher than that for China which is at 23 days and the rest of the world at 21 days. As a result, the US region&#39;s strength has actually resulted in an almost 30% sell-through for the iPhone.</p><p>As can be seen below, the trends for the US remain that the iPhone 14 Pro and Pro Max are the two preferred by consumers, while the demand for the low-end models like iPhone 14 and iPhone 14 Plus is actually quite disappointing, in my view.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9509834e5f505bcb3a9da3aa70fc47f\" tg-width=\"536\" tg-height=\"366\" referrerpolicy=\"no-referrer\"/><span>iPhone availability in the US (UBS)</span></p><p>However, when we look at the relative trends for the iPhone 14 Pro and Pro Max, their demand has really declined over the past few weeks, while the iPhone 13 Pro and Pro Max held up their demand over the same period. This does indicate to me a worrying trend even for the high-end models as the demand does seem to be weaker than last year.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0450e3eda6b8a53cacc483158a045d03\" tg-width=\"524\" tg-height=\"367\" referrerpolicy=\"no-referrer\"/><span>iPhone 14 Pro and Pro Max compared to iPhone 13 Pro and Pro Max in the US (UBS)</span></p><h2>Declining demand and the implications for near-term results</h2><p>As I have stated in my previous article that the low-end iPhone 14 demands have been rather weak, the demand for the iPhone 14 is heavily skewed towards to high-end iPhone 14 Pro and iPhone 14 Pro Max. While this does give a boost in terms of increasing the average selling price for the September as well as the December quarters, I think that the high availability of the low-end iPhones poses a risk to the second half of 2022 and 2023. This risk comes in the form of Apple missing on their units as they scale back production of the low-end models. In fact, just last month, Apple announced that they will be scaling back plans to increase production of the iPhone 14 by 6 million units. Instead, it will be producing a similar number of units as in the last year with an aim of 90 million handsets for the period.</p><p>While I think that Apple will likely shift production focus from the low-end handsets to the high-end handsets, there could be a further risk that the iPhone 14 low-end models continue to miss on the units sold, which could drive production numbers down further than expected.</p><p>As a result, I take the view that there is relatively low upside to the unit forecast of 48 million in September and 83 million in December as the early indicators are showing that we are seeing demand creeping downwards post-launch. In fact, there is a greater risk to the production consensus numbers for the second half of 2022 as well as for calendar year 2023, which is currently at 84 million and 244 million respectively, according to Visible Alpha. The bigger risk, in my view, will be the 244 million units for the calendar year 2023 as there is a risk that the low-end production could continue to be reduced in time to come as demand continues to weaken.</p><h2>China weakness remains a near-term headwind</h2><p>There are worrying trends for Apple&#39;s iPhone business in China as the country is struggling with multiple troubles internally. The July smartphone shipments in China were down 31% in July. While this is partly attributable to the lack of new models, I think that the decline in smartphone shipments also signal increasing troubles for the iPhone demand in China, at least in the near term.</p><p>This is because China&#39;s economy seems to be faltering, as Covid-19 restrictions and lockdowns in cities across China have dampened demand in July. In my view, this will likely continue to cause softness in the near term as China continues to take a zero covid policy approach. While the direct impact of the zero covid policy approach and lockdowns in the cities is that there is lower foot traffic in the malls and Apple stores, the indirect impact is resulting in a heavy toll on the Chinese economy.</p><p>Recently, retail sales in China weakened in the third quarter, which implies weakening consumer sentiment and for Apple, there could be a risk that this might imply lower demand for the high-end iPhone models.</p><h2>Valuation</h2><p>My 1-year target price for Apple is based on an equal weight of a P/E multiple method, as well as a DCF method. For the P/E multiple method, I apply a 25x P/E multiple to the average of Apple&#39;s FY2023F and FY2024F earnings per share forecasts. While Apple is merely growing at 6% earnings per share CAGR over the next 2 years, I think that the 25x forward multiple is justified given the strong management team, solid brand reputation, as well as the competitive advantages that Apple will continue to enjoy in the future due to its leadership position in the industry. For the DCF method, I apply a terminal multiple of 20x and discount rate of 8%. I have taken into account the near-term weakness in my near-term financial forecasts for Apple as I incorporate in my forecasts some of the risks that arise from the weakening macroeconomic environment. That said, I have yet to price in a full recession scenario in my model for Apple.</p><p>Based on the two valuation methodologies, I arrived at a target price of $135 for Apple. This represents an 8% downside from current levels. While there is potential downside to come in the near term, as well as increasing risks that unit forecasts may miss expectations and demand from China may fall, I maintain my neutral rating for Apple as it continues to look good for the long-term. Apple continues to reap the benefits from the strong brand reputation, solid demand globally, stellar management execution and a long track record of success.</p><h2>Risks</h2><h3>Weakening macroeconomic environment</h3><p>The global macroeconomic environment is facing an increasingly uncertain and gloomy period as global growth seems to be stalling as central banks globally increase interest rates to tackle rising global inflation. TheIMFcontinues to see global challenges that will challenge growth forecasts in the near term.</p><p>For Apple, while its products can be argued to be an essential good for the digital world we live in today, it is still not immune to a global macro slowdown. In particular, Apple could see consumers less willing to change handsets and holding on to current handsets for a longer time during weak economic periods, while also trading down from higher-priced and high-end iPhone models to lower-end models. If the demand for Apple&#39;s products falls more than expected given further weakening of the global economy, this will result in downward revisions for the stock price.</p><h3>China demand</h3><p>As the next growth driver for Apple given the relatively lower penetration in the country as well as increasing affluence, China is an important market for Apple. As a result of tough covid 19 policies as well as the clampdown on the technology sector and the troubles facing the real estate sector, consumer sentiment in the country is rather weak at the current moment. As a result, I think that the demand in China poses one of the bigger risks for Apple as it may fall drastically as the economy worsens given the many challenges the country is facing today.</p><h3>Market share loss in smartphone markets</h3><p>I continue to take the view that Apple has one of the best and strongest competitive moats in the world given that they have a strong brand name globally and they continue to strive to be at the forefront of technological innovation. The risk remains that Apple needs to continue to innovate to maintain this leading position. While there are many other smartphone players in both the low-end and high-end markets, these players currently do not enjoy the same brand recognition and equity that Apple does. However, if its competitors are able to come up with better features or better software, this may undermine Apple&#39;s current dominant position in the industry.</p><h2>Conclusion</h2><p>To sum things up, Apple continues to face near-term headwinds as uncertainties and risks mount for the company. The recently launched iPhone 14 models have seen demand waning, for both the low-end and high-end models. This might signal demand, in general, is falling as consumers become increasingly cost-sensitive as the global economic situation worsens. In particular, there is a risk that Apple may reduce its production numbers if the low-end iPhone 14 models continue to disappoint. In China, Apple has a risk that demand for its products may fall in the near term as the Chinese economy is hurt by the zero-covid policies as well as the impact of the technology and real estate sectors on the Chinese economy. My 1-year target price is $135 for Apple, implying an 8% downside from current levels. As such, I maintain my neutral rating as I continue to think that this is not yet the time to be adding to Apple.</p><p><i>This article is written by </i><i>Simple Investing</i><i> for reference only. Please note the risks.</i></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>Apple: You Have Been Warned</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\">\nApple: You Have Been Warned\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-25 20:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4548545-apple-stock-you-have-been-warned><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryWhile iPhone 14 Pro and Pro Max have seen relative strength after the initial launch, the demand for the two high-end models has been declining relative to the prior year.The low-end models ...</p>\n\n<a href=\"https://seekingalpha.com/article/4548545-apple-stock-you-have-been-warned\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://seekingalpha.com/article/4548545-apple-stock-you-have-been-warned","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2278020272","content_text":"SummaryWhile iPhone 14 Pro and Pro Max have seen relative strength after the initial launch, the demand for the two high-end models has been declining relative to the prior year.The low-end models bring increasing risk that the production numbers for 2023 may be revised downwards, especially if demand continues to weaken further.China will likely disappoint as consumer sentiment worsens given the soft iPhone shipments to China and weakening retail sales data as the country continues to be challenging for Apple.My 1-year target price for Apple is $135. This represents an 8% downside from current levels.Ivan-balvanIn my previous article for Apple (NASDAQ:AAPL), I warned that the demand for iPhone 14's low-end models was weaker than expected, and this turned out to be true as mainstream media subsequently reported that Apple decided to reduceproduction numbers in the near term.In this article, I provide an update to show that the demand for the newest iPhone 14 models continues to fall, even for the high-end models, and highlight the increasing worries for the company in the run-up to its next quarter's earnings report.Investment thesisI continue to take the view that Apple has a great business model, excellent products with strong brand equity and run by a solid management team. However, I think that this is a challenging environment for Apple as there are increasing risks and uncertainties for the company. I think that the weakening demand for its newest iPhone 14 models is worrying as even the high-end models seem to have lost interest and demand continues to fall for these products. On the other hand, the weak low-end iPhone 14 models have been disappointing and could provide near-term headwinds to production unit numbers as Apple could revise the number downwards if demand falls.Another concern that Apple investors need to consider is China, which saw smartphone shipments decline recently, along with weakening retail sales for the third quarter, as consumer sentiment continues to be weak given the tough covid policies taken by the Chinese authorities and the impact of the property and technology sectors on the Chinese economy.All in all, I would advise investors to hold the course for Apple as it remains not a good time to be adding to the shares given that the risk-reward perspective is skewed more to the downside, in my view.Demand for iPhones falling off after the initial strong responseAccording to the UBS Evidence Lab data, their analysis showed that the initial strong demand that we saw for the high-end iPhone Pro Max is starting to wane. The UBS Evidence Lab data looks at the availability for the iPhone across more than 30 countries and also analyzed the supply chains and wait times for the iPhones.We have seen wait times continue to weaken in recent days relative to post-launch while the US is the only market that continues to be an outlier in terms of wait times. For the US, the wait time for the iPhone 14 Pro Max is now at 27 days, higher than that for China which is at 23 days and the rest of the world at 21 days. As a result, the US region's strength has actually resulted in an almost 30% sell-through for the iPhone.As can be seen below, the trends for the US remain that the iPhone 14 Pro and Pro Max are the two preferred by consumers, while the demand for the low-end models like iPhone 14 and iPhone 14 Plus is actually quite disappointing, in my view.iPhone availability in the US (UBS)However, when we look at the relative trends for the iPhone 14 Pro and Pro Max, their demand has really declined over the past few weeks, while the iPhone 13 Pro and Pro Max held up their demand over the same period. This does indicate to me a worrying trend even for the high-end models as the demand does seem to be weaker than last year.iPhone 14 Pro and Pro Max compared to iPhone 13 Pro and Pro Max in the US (UBS)Declining demand and the implications for near-term resultsAs I have stated in my previous article that the low-end iPhone 14 demands have been rather weak, the demand for the iPhone 14 is heavily skewed towards to high-end iPhone 14 Pro and iPhone 14 Pro Max. While this does give a boost in terms of increasing the average selling price for the September as well as the December quarters, I think that the high availability of the low-end iPhones poses a risk to the second half of 2022 and 2023. This risk comes in the form of Apple missing on their units as they scale back production of the low-end models. In fact, just last month, Apple announced that they will be scaling back plans to increase production of the iPhone 14 by 6 million units. Instead, it will be producing a similar number of units as in the last year with an aim of 90 million handsets for the period.While I think that Apple will likely shift production focus from the low-end handsets to the high-end handsets, there could be a further risk that the iPhone 14 low-end models continue to miss on the units sold, which could drive production numbers down further than expected.As a result, I take the view that there is relatively low upside to the unit forecast of 48 million in September and 83 million in December as the early indicators are showing that we are seeing demand creeping downwards post-launch. In fact, there is a greater risk to the production consensus numbers for the second half of 2022 as well as for calendar year 2023, which is currently at 84 million and 244 million respectively, according to Visible Alpha. The bigger risk, in my view, will be the 244 million units for the calendar year 2023 as there is a risk that the low-end production could continue to be reduced in time to come as demand continues to weaken.China weakness remains a near-term headwindThere are worrying trends for Apple's iPhone business in China as the country is struggling with multiple troubles internally. The July smartphone shipments in China were down 31% in July. While this is partly attributable to the lack of new models, I think that the decline in smartphone shipments also signal increasing troubles for the iPhone demand in China, at least in the near term.This is because China's economy seems to be faltering, as Covid-19 restrictions and lockdowns in cities across China have dampened demand in July. In my view, this will likely continue to cause softness in the near term as China continues to take a zero covid policy approach. While the direct impact of the zero covid policy approach and lockdowns in the cities is that there is lower foot traffic in the malls and Apple stores, the indirect impact is resulting in a heavy toll on the Chinese economy.Recently, retail sales in China weakened in the third quarter, which implies weakening consumer sentiment and for Apple, there could be a risk that this might imply lower demand for the high-end iPhone models.ValuationMy 1-year target price for Apple is based on an equal weight of a P/E multiple method, as well as a DCF method. For the P/E multiple method, I apply a 25x P/E multiple to the average of Apple's FY2023F and FY2024F earnings per share forecasts. While Apple is merely growing at 6% earnings per share CAGR over the next 2 years, I think that the 25x forward multiple is justified given the strong management team, solid brand reputation, as well as the competitive advantages that Apple will continue to enjoy in the future due to its leadership position in the industry. For the DCF method, I apply a terminal multiple of 20x and discount rate of 8%. I have taken into account the near-term weakness in my near-term financial forecasts for Apple as I incorporate in my forecasts some of the risks that arise from the weakening macroeconomic environment. That said, I have yet to price in a full recession scenario in my model for Apple.Based on the two valuation methodologies, I arrived at a target price of $135 for Apple. This represents an 8% downside from current levels. While there is potential downside to come in the near term, as well as increasing risks that unit forecasts may miss expectations and demand from China may fall, I maintain my neutral rating for Apple as it continues to look good for the long-term. Apple continues to reap the benefits from the strong brand reputation, solid demand globally, stellar management execution and a long track record of success.RisksWeakening macroeconomic environmentThe global macroeconomic environment is facing an increasingly uncertain and gloomy period as global growth seems to be stalling as central banks globally increase interest rates to tackle rising global inflation. TheIMFcontinues to see global challenges that will challenge growth forecasts in the near term.For Apple, while its products can be argued to be an essential good for the digital world we live in today, it is still not immune to a global macro slowdown. In particular, Apple could see consumers less willing to change handsets and holding on to current handsets for a longer time during weak economic periods, while also trading down from higher-priced and high-end iPhone models to lower-end models. If the demand for Apple's products falls more than expected given further weakening of the global economy, this will result in downward revisions for the stock price.China demandAs the next growth driver for Apple given the relatively lower penetration in the country as well as increasing affluence, China is an important market for Apple. As a result of tough covid 19 policies as well as the clampdown on the technology sector and the troubles facing the real estate sector, consumer sentiment in the country is rather weak at the current moment. As a result, I think that the demand in China poses one of the bigger risks for Apple as it may fall drastically as the economy worsens given the many challenges the country is facing today.Market share loss in smartphone marketsI continue to take the view that Apple has one of the best and strongest competitive moats in the world given that they have a strong brand name globally and they continue to strive to be at the forefront of technological innovation. The risk remains that Apple needs to continue to innovate to maintain this leading position. While there are many other smartphone players in both the low-end and high-end markets, these players currently do not enjoy the same brand recognition and equity that Apple does. However, if its competitors are able to come up with better features or better software, this may undermine Apple's current dominant position in the industry.ConclusionTo sum things up, Apple continues to face near-term headwinds as uncertainties and risks mount for the company. The recently launched iPhone 14 models have seen demand waning, for both the low-end and high-end models. This might signal demand, in general, is falling as consumers become increasingly cost-sensitive as the global economic situation worsens. In particular, there is a risk that Apple may reduce its production numbers if the low-end iPhone 14 models continue to disappoint. In China, Apple has a risk that demand for its products may fall in the near term as the Chinese economy is hurt by the zero-covid policies as well as the impact of the technology and real estate sectors on the Chinese economy. My 1-year target price is $135 for Apple, implying an 8% downside from current levels. As such, I maintain my neutral rating as I continue to think that this is not yet the time to be adding to Apple.This article is written by Simple Investing for reference only. Please note the risks.","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":2154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}