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01-28

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Top Calls on Wall Street: Apple, Tesla, Nvidia, Amazon, CoreWeave, Strategy, Disney, and More

01-28

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Top Calls on Wall Street: Apple, Tesla, Nvidia, Amazon, CoreWeave, Strategy, Disney, and More

01-28

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Nancy Pelosi Discloses Buys Of Nvidia, Apple, AllianceBernstein, And More; Sells Some Stakes

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These fintech stocks could be big winners from Trump's 'populism' push, according to Citi

01-26

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Nvidia Invests $2 Billion in CoreWeave, Expands Partnership

01-17

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Stock Track | CoreWeave, Inc. (CRWV) Soars 5.01% Intraday as Trump Discloses Bond Investment

01-13

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This Chip Stock Has Climbed 50% Over The Last 12 Months. It May Be A Play On SpaceX's Growth.

01-13

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Microsoft, Oracle and ServiceNow Could Be the Top Stocks to Play a Software Comeback

2025-12-23

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Prepare for the "January Effect" Following the "Santa Claus Rally", Says Analyst

2025-12-22

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@Capital_Insights:Goldman Sachs Outlook: 3 Major Sectors & 5 "Strong Buy" Stocks in 2026

2025-12-19

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Nvidia and Other Chip Stocks Rise — but the AI Trade May Not Be Back for Good

2025-12-16

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2025-12-04

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Klarna Launching Premium, Max Membership Plans in the US

2025-11-17

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@Capital_Insights:💥Buying the Dip on Circle! Cathie Wood’s New Move: Slashing Tesla & SOFI —What’s Her Game?

2025-11-12

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Goldman Strategists See US Stocks Lagging All Peers Next Decade

2025-11-07

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Is AI Too Big to Fail? OpenAI’s Finance Chief May Have Said the Quiet Part Out Loud

2025-10-24

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Nebius (NBIS) Stock Is Rebounding Thursday: What's Going On?

2025-10-24

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These Low-Risk Stocks Could Be A Profitable Answer To This Volatile Earnings Season

2025-10-03

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Kodiak AI Shares Drop Over 6% In Friday Pre-Market: What's Going On?

2025-10-03

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Cathie Wood Hitches A Ride on George Soros-Backed Driverless Truck Company Kodiak AI, Doubles down on China AI Bets Alibaba And Baidu

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However, AWS enters 2026 in an improved capacity position vs 2025, and we think accelerating AWS growth and improving AI tech.′</p><h2 id=\"id_2748600988\" style=\"text-align: start;\">Deutsche Bank upgrades CoreWeave to buy from neutral</h2><p>Deutsche says it likes the company’s partnership with Nvidia.</p><p>“Yesterday’s announcement with NVIDIA also incrementally strengthens the longer-term view. We firmly believe this was not about CoreWeave’s need for capital to fund its growth but more strategic in nature.”</p><h2 id=\"id_3326658723\" style=\"text-align: start;\">Cantor Fitzgerald initiates Strategy as overweight</h2><p>Cantor said in its initiation of Strategy that the crypto company is ready for the bitcoin cycle.</p><p>“BTC cycle means now is compelling time to buy this financial engineering innovator.”</p><h2 id=\"id_3594334417\" style=\"text-align: start;\">JPMorgan reiterates Disney as overweight</h2><p>JPMorgan says it’s sticking with the stock ahead of earnings next week.</p><p>“As per other catalysts – aside from getting into a beat and raise cadence and any intra-quarter parks data– we think multiple expansion can come from execution on streaming, with management previously highlighting the most significant changes underway from a product perspective since Disney+ launched in 2019, and a notably strong theatrical line up in calendar 2026.”</p><h2 id=\"id_1951260388\" style=\"text-align: start;\">Needham upgrades Affirm to buy from hold</h2><p>Neeham says the establishment of an Affirm bank could be a “game changer.”</p><p>“We are upgrading shares of AFRM to Buy (from Hold) and establishing a $100 price target, following the news that AFRM has submitted an application to establish Affirm Bank, a proposed Nevada-chartered industrial loan company.”</p><h2 id=\"id_1826470239\" style=\"text-align: start;\">Citi initiates Novartis as buy</h2><p>Citi says the biopharma company is an earnings “outperformer.”</p><p>“A serial earnings outperformer, we expect Novartis to achieve its 4-5% 25-30E sales guidance, beating consensus 3.5-4.0% and seeing our 30E forecasts 7-8% above consensus.”</p><h2 id=\"id_2671356958\" style=\"text-align: start;\">TD Cowen initiates Intuitive Surgical as buy</h2><p>TD Cowen says the med tech company has plenty of upside.</p><p>“We view ISRG as a core MedTech holding and see multiple procedure growth sustaining vectors.”</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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However, AWS enters 2026 in an improved capacity position vs 2025, and we think accelerating AWS growth and improving AI tech.′</p><h2 id=\"id_2748600988\" style=\"text-align: start;\">Deutsche Bank upgrades CoreWeave to buy from neutral</h2><p>Deutsche says it likes the company’s partnership with Nvidia.</p><p>“Yesterday’s announcement with NVIDIA also incrementally strengthens the longer-term view. We firmly believe this was not about CoreWeave’s need for capital to fund its growth but more strategic in nature.”</p><h2 id=\"id_3326658723\" style=\"text-align: start;\">Cantor Fitzgerald initiates Strategy as overweight</h2><p>Cantor said in its initiation of Strategy that the crypto company is ready for the bitcoin cycle.</p><p>“BTC cycle means now is compelling time to buy this financial engineering innovator.”</p><h2 id=\"id_3594334417\" style=\"text-align: start;\">JPMorgan reiterates Disney as overweight</h2><p>JPMorgan says it’s sticking with the stock ahead of earnings next week.</p><p>“As per other catalysts – aside from getting into a beat and raise cadence and any intra-quarter parks data– we think multiple expansion can come from execution on streaming, with management previously highlighting the most significant changes underway from a product perspective since Disney+ launched in 2019, and a notably strong theatrical line up in calendar 2026.”</p><h2 id=\"id_1951260388\" style=\"text-align: start;\">Needham upgrades Affirm to buy from hold</h2><p>Neeham says the establishment of an Affirm bank could be a “game changer.”</p><p>“We are upgrading shares of AFRM to Buy (from Hold) and establishing a $100 price target, following the news that AFRM has submitted an application to establish Affirm Bank, a proposed Nevada-chartered industrial loan company.”</p><h2 id=\"id_1826470239\" style=\"text-align: start;\">Citi initiates Novartis as buy</h2><p>Citi says the biopharma company is an earnings “outperformer.”</p><p>“A serial earnings outperformer, we expect Novartis to achieve its 4-5% 25-30E sales guidance, beating consensus 3.5-4.0% and seeing our 30E forecasts 7-8% above consensus.”</p><h2 id=\"id_2671356958\" style=\"text-align: start;\">TD Cowen initiates Intuitive Surgical as buy</h2><p>TD Cowen says the med tech company has plenty of upside.</p><p>“We view ISRG as a core MedTech holding and see multiple procedure growth sustaining vectors.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc.","ISRG":"直觉外科公司","NVDA":"英伟达","NVS":"诺华","TSLA":"特斯拉","DIS":"迪士尼","AMZN":"亚马逊","MSTR":"Strategy","AFRM":"Affirm Holdings, Inc.","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158945525","content_text":"Here are the biggest calls on Wall Street on Tuesday:Evercore ISI reiterates Apple as outperformThe firm says it’s bullish ahead of earnings later this week.“We remain positive on shares of AAPL heading into the Dec-qtr earnings this Thursday, as our checks suggest that there’s near-term upside to street estimates, driven by strong iPhone demand and a minimal memory cost headwind (through the Mar-qtr).”Cantor Fitzgerald reiterates Tesla as overweightCantor says it’s sticking with the stock ahead of earnings on Wednesday.“On Tomorrow’s call, we expect Tesla to likely disclose its 2026 vehicle delivery outlook, and it will be interesting to see whether TSLA guides to growth in its auto business, or another year of fewer sales.”Wells Fargo reiterates Nvidia as overweightWells Fargo says the company’s partnership extends Nvidia’s competitive positioning.“Our Overweight rating is based on our positive stance on NVIDIA’s competitive positioning in gaming GPUs and expanding growth opportunities in data center, HPC, and emerging / expanding AI opportunities (autonomous vehicles, healthcare, robotics etc.)”Bank of America reiterates Amazon as buyThe firm lowered its price target to $286 per share from $303 ahead of earnings next week.“Amazon’s stock lagged the S&P 500 and Nasdaq in 2025 as concerns grew on the company’s perceived AI positioning and relative Cloud revenue growth. However, AWS enters 2026 in an improved capacity position vs 2025, and we think accelerating AWS growth and improving AI tech.′Deutsche Bank upgrades CoreWeave to buy from neutralDeutsche says it likes the company’s partnership with Nvidia.“Yesterday’s announcement with NVIDIA also incrementally strengthens the longer-term view. We firmly believe this was not about CoreWeave’s need for capital to fund its growth but more strategic in nature.”Cantor Fitzgerald initiates Strategy as overweightCantor said in its initiation of Strategy that the crypto company is ready for the bitcoin cycle.“BTC cycle means now is compelling time to buy this financial engineering innovator.”JPMorgan reiterates Disney as overweightJPMorgan says it’s sticking with the stock ahead of earnings next week.“As per other catalysts – aside from getting into a beat and raise cadence and any intra-quarter parks data– we think multiple expansion can come from execution on streaming, with management previously highlighting the most significant changes underway from a product perspective since Disney+ launched in 2019, and a notably strong theatrical line up in calendar 2026.”Needham upgrades Affirm to buy from holdNeeham says the establishment of an Affirm bank could be a “game changer.”“We are upgrading shares of AFRM to Buy (from Hold) and establishing a $100 price target, following the news that AFRM has submitted an application to establish Affirm Bank, a proposed Nevada-chartered industrial loan company.”Citi initiates Novartis as buyCiti says the biopharma company is an earnings “outperformer.”“A serial earnings outperformer, we expect Novartis to achieve its 4-5% 25-30E sales guidance, beating consensus 3.5-4.0% and seeing our 30E forecasts 7-8% above consensus.”TD Cowen initiates Intuitive Surgical as buyTD Cowen says the med tech company has plenty of upside.“We view ISRG as a core MedTech holding and see multiple procedure growth sustaining vectors.”","news_type":1,"symbols_score_info":{"MSTR":2,"AAPL":2,"AFRM":2,"ISRG":2,"CRWV":2,"NVDA":2,"NVS":2,"AMZN":2,"DIS":2,"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526316463420456,"gmtCreate":1769530741953,"gmtModify":1769530744138,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526316463420456","repostId":"1158945525","repostType":2,"repost":{"id":"1158945525","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":1769527800,"share":"https://ttm.financial/m/news/1158945525?lang=en_US&edition=fundamental","pubTime":"2026-01-27 23:30","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Tesla, Nvidia, Amazon, CoreWeave, Strategy, Disney, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1158945525","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Tuesday:Evercore ISI reiterates Apple as outperformThe firm says it’s bullish ahead of earnings later this week.“We remain positive on shares of AAPL...","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Tuesday:</p><h2 id=\"id_840515901\" style=\"text-align: start;\">Evercore ISI reiterates Apple as outperform</h2><p>The firm says it’s bullish ahead of earnings later this week.</p><p>“We remain positive on shares of AAPL heading into the Dec-qtr earnings this Thursday, as our checks suggest that there’s near-term upside to street estimates, driven by strong iPhone demand and a minimal memory cost headwind (through the Mar-qtr).”</p><h2 id=\"id_2905545661\" style=\"text-align: start;\">Cantor Fitzgerald reiterates Tesla as overweight</h2><p>Cantor says it’s sticking with the stock ahead of earnings on Wednesday.</p><p>“On Tomorrow’s call, we expect Tesla to likely disclose its 2026 vehicle delivery outlook, and it will be interesting to see whether TSLA guides to growth in its auto business, or another year of fewer sales.”</p><h2 id=\"id_4044413083\" style=\"text-align: start;\">Wells Fargo reiterates Nvidia as overweight</h2><p>Wells Fargo says the company’s partnership extends Nvidia’s competitive positioning.</p><p>“Our Overweight rating is based on our positive stance on NVIDIA’s competitive positioning in gaming GPUs and expanding growth opportunities in data center, HPC, and emerging / expanding AI opportunities (autonomous vehicles, healthcare, robotics etc.)”</p><h2 id=\"id_1271912594\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>The firm lowered its price target to $286 per share from $303 ahead of earnings next week.</p><p>“Amazon’s stock lagged the S&amp;P 500 and Nasdaq in 2025 as concerns grew on the company’s perceived AI positioning and relative Cloud revenue growth. However, AWS enters 2026 in an improved capacity position vs 2025, and we think accelerating AWS growth and improving AI tech.′</p><h2 id=\"id_2748600988\" style=\"text-align: start;\">Deutsche Bank upgrades CoreWeave to buy from neutral</h2><p>Deutsche says it likes the company’s partnership with Nvidia.</p><p>“Yesterday’s announcement with NVIDIA also incrementally strengthens the longer-term view. We firmly believe this was not about CoreWeave’s need for capital to fund its growth but more strategic in nature.”</p><h2 id=\"id_3326658723\" style=\"text-align: start;\">Cantor Fitzgerald initiates Strategy as overweight</h2><p>Cantor said in its initiation of Strategy that the crypto company is ready for the bitcoin cycle.</p><p>“BTC cycle means now is compelling time to buy this financial engineering innovator.”</p><h2 id=\"id_3594334417\" style=\"text-align: start;\">JPMorgan reiterates Disney as overweight</h2><p>JPMorgan says it’s sticking with the stock ahead of earnings next week.</p><p>“As per other catalysts – aside from getting into a beat and raise cadence and any intra-quarter parks data– we think multiple expansion can come from execution on streaming, with management previously highlighting the most significant changes underway from a product perspective since Disney+ launched in 2019, and a notably strong theatrical line up in calendar 2026.”</p><h2 id=\"id_1951260388\" style=\"text-align: start;\">Needham upgrades Affirm to buy from hold</h2><p>Neeham says the establishment of an Affirm bank could be a “game changer.”</p><p>“We are upgrading shares of AFRM to Buy (from Hold) and establishing a $100 price target, following the news that AFRM has submitted an application to establish Affirm Bank, a proposed Nevada-chartered industrial loan company.”</p><h2 id=\"id_1826470239\" style=\"text-align: start;\">Citi initiates Novartis as buy</h2><p>Citi says the biopharma company is an earnings “outperformer.”</p><p>“A serial earnings outperformer, we expect Novartis to achieve its 4-5% 25-30E sales guidance, beating consensus 3.5-4.0% and seeing our 30E forecasts 7-8% above consensus.”</p><h2 id=\"id_2671356958\" style=\"text-align: start;\">TD Cowen initiates Intuitive Surgical as buy</h2><p>TD Cowen says the med tech company has plenty of upside.</p><p>“We view ISRG as a core MedTech holding and see multiple procedure growth sustaining vectors.”</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>Top Calls on Wall Street: Apple, Tesla, Nvidia, Amazon, CoreWeave, Strategy, Disney, and More</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\">\nTop Calls on Wall Street: Apple, Tesla, Nvidia, Amazon, CoreWeave, Strategy, Disney, and More\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\">2026-01-27 23:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are the biggest calls on Wall Street on Tuesday:</p><h2 id=\"id_840515901\" style=\"text-align: start;\">Evercore ISI reiterates Apple as outperform</h2><p>The firm says it’s bullish ahead of earnings later this week.</p><p>“We remain positive on shares of AAPL heading into the Dec-qtr earnings this Thursday, as our checks suggest that there’s near-term upside to street estimates, driven by strong iPhone demand and a minimal memory cost headwind (through the Mar-qtr).”</p><h2 id=\"id_2905545661\" style=\"text-align: start;\">Cantor Fitzgerald reiterates Tesla as overweight</h2><p>Cantor says it’s sticking with the stock ahead of earnings on Wednesday.</p><p>“On Tomorrow’s call, we expect Tesla to likely disclose its 2026 vehicle delivery outlook, and it will be interesting to see whether TSLA guides to growth in its auto business, or another year of fewer sales.”</p><h2 id=\"id_4044413083\" style=\"text-align: start;\">Wells Fargo reiterates Nvidia as overweight</h2><p>Wells Fargo says the company’s partnership extends Nvidia’s competitive positioning.</p><p>“Our Overweight rating is based on our positive stance on NVIDIA’s competitive positioning in gaming GPUs and expanding growth opportunities in data center, HPC, and emerging / expanding AI opportunities (autonomous vehicles, healthcare, robotics etc.)”</p><h2 id=\"id_1271912594\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>The firm lowered its price target to $286 per share from $303 ahead of earnings next week.</p><p>“Amazon’s stock lagged the S&amp;P 500 and Nasdaq in 2025 as concerns grew on the company’s perceived AI positioning and relative Cloud revenue growth. However, AWS enters 2026 in an improved capacity position vs 2025, and we think accelerating AWS growth and improving AI tech.′</p><h2 id=\"id_2748600988\" style=\"text-align: start;\">Deutsche Bank upgrades CoreWeave to buy from neutral</h2><p>Deutsche says it likes the company’s partnership with Nvidia.</p><p>“Yesterday’s announcement with NVIDIA also incrementally strengthens the longer-term view. We firmly believe this was not about CoreWeave’s need for capital to fund its growth but more strategic in nature.”</p><h2 id=\"id_3326658723\" style=\"text-align: start;\">Cantor Fitzgerald initiates Strategy as overweight</h2><p>Cantor said in its initiation of Strategy that the crypto company is ready for the bitcoin cycle.</p><p>“BTC cycle means now is compelling time to buy this financial engineering innovator.”</p><h2 id=\"id_3594334417\" style=\"text-align: start;\">JPMorgan reiterates Disney as overweight</h2><p>JPMorgan says it’s sticking with the stock ahead of earnings next week.</p><p>“As per other catalysts – aside from getting into a beat and raise cadence and any intra-quarter parks data– we think multiple expansion can come from execution on streaming, with management previously highlighting the most significant changes underway from a product perspective since Disney+ launched in 2019, and a notably strong theatrical line up in calendar 2026.”</p><h2 id=\"id_1951260388\" style=\"text-align: start;\">Needham upgrades Affirm to buy from hold</h2><p>Neeham says the establishment of an Affirm bank could be a “game changer.”</p><p>“We are upgrading shares of AFRM to Buy (from Hold) and establishing a $100 price target, following the news that AFRM has submitted an application to establish Affirm Bank, a proposed Nevada-chartered industrial loan company.”</p><h2 id=\"id_1826470239\" style=\"text-align: start;\">Citi initiates Novartis as buy</h2><p>Citi says the biopharma company is an earnings “outperformer.”</p><p>“A serial earnings outperformer, we expect Novartis to achieve its 4-5% 25-30E sales guidance, beating consensus 3.5-4.0% and seeing our 30E forecasts 7-8% above consensus.”</p><h2 id=\"id_2671356958\" style=\"text-align: start;\">TD Cowen initiates Intuitive Surgical as buy</h2><p>TD Cowen says the med tech company has plenty of upside.</p><p>“We view ISRG as a core MedTech holding and see multiple procedure growth sustaining vectors.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc.","ISRG":"直觉外科公司","NVDA":"英伟达","NVS":"诺华","TSLA":"特斯拉","DIS":"迪士尼","AMZN":"亚马逊","MSTR":"Strategy","AFRM":"Affirm Holdings, Inc.","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158945525","content_text":"Here are the biggest calls on Wall Street on Tuesday:Evercore ISI reiterates Apple as outperformThe firm says it’s bullish ahead of earnings later this week.“We remain positive on shares of AAPL heading into the Dec-qtr earnings this Thursday, as our checks suggest that there’s near-term upside to street estimates, driven by strong iPhone demand and a minimal memory cost headwind (through the Mar-qtr).”Cantor Fitzgerald reiterates Tesla as overweightCantor says it’s sticking with the stock ahead of earnings on Wednesday.“On Tomorrow’s call, we expect Tesla to likely disclose its 2026 vehicle delivery outlook, and it will be interesting to see whether TSLA guides to growth in its auto business, or another year of fewer sales.”Wells Fargo reiterates Nvidia as overweightWells Fargo says the company’s partnership extends Nvidia’s competitive positioning.“Our Overweight rating is based on our positive stance on NVIDIA’s competitive positioning in gaming GPUs and expanding growth opportunities in data center, HPC, and emerging / expanding AI opportunities (autonomous vehicles, healthcare, robotics etc.)”Bank of America reiterates Amazon as buyThe firm lowered its price target to $286 per share from $303 ahead of earnings next week.“Amazon’s stock lagged the S&P 500 and Nasdaq in 2025 as concerns grew on the company’s perceived AI positioning and relative Cloud revenue growth. However, AWS enters 2026 in an improved capacity position vs 2025, and we think accelerating AWS growth and improving AI tech.′Deutsche Bank upgrades CoreWeave to buy from neutralDeutsche says it likes the company’s partnership with Nvidia.“Yesterday’s announcement with NVIDIA also incrementally strengthens the longer-term view. We firmly believe this was not about CoreWeave’s need for capital to fund its growth but more strategic in nature.”Cantor Fitzgerald initiates Strategy as overweightCantor said in its initiation of Strategy that the crypto company is ready for the bitcoin cycle.“BTC cycle means now is compelling time to buy this financial engineering innovator.”JPMorgan reiterates Disney as overweightJPMorgan says it’s sticking with the stock ahead of earnings next week.“As per other catalysts – aside from getting into a beat and raise cadence and any intra-quarter parks data– we think multiple expansion can come from execution on streaming, with management previously highlighting the most significant changes underway from a product perspective since Disney+ launched in 2019, and a notably strong theatrical line up in calendar 2026.”Needham upgrades Affirm to buy from holdNeeham says the establishment of an Affirm bank could be a “game changer.”“We are upgrading shares of AFRM to Buy (from Hold) and establishing a $100 price target, following the news that AFRM has submitted an application to establish Affirm Bank, a proposed Nevada-chartered industrial loan company.”Citi initiates Novartis as buyCiti says the biopharma company is an earnings “outperformer.”“A serial earnings outperformer, we expect Novartis to achieve its 4-5% 25-30E sales guidance, beating consensus 3.5-4.0% and seeing our 30E forecasts 7-8% above consensus.”TD Cowen initiates Intuitive Surgical as buyTD Cowen says the med tech company has plenty of upside.“We view ISRG as a core MedTech holding and see multiple procedure growth sustaining vectors.”","news_type":1,"symbols_score_info":{"MSTR":2,"AAPL":2,"AFRM":2,"ISRG":2,"CRWV":2,"NVDA":2,"NVS":2,"AMZN":2,"DIS":2,"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526315461038200,"gmtCreate":1769530359568,"gmtModify":1769530363467,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526315461038200","repostId":"2606223947","repostType":2,"repost":{"id":"2606223947","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":1769472999,"share":"https://ttm.financial/m/news/2606223947?lang=en_US&edition=fundamental","pubTime":"2026-01-27 08:16","market":"us","language":"en","title":"Nancy Pelosi Discloses Buys Of Nvidia, Apple, AllianceBernstein, And More; Sells Some Stakes","url":"https://stock-news.laohu8.com/highlight/detail?id=2606223947","media":"Benzinga","summary":"Nancy Pelosi discloses millions of dollars in stock purchases, stock sales, options transactions and donated shares. Here's a look at the trades.","content":"<html><head></head><body><p>Former Speaker of the House <strong>Nancy Pelosi </strong>(D-Calif.) has disclosed several new stock and options transactions, including the exercising of options for several Magnificent Seven stocks.</p><p>Here&#39;s a look at the disclosed trades.</p><p>Pelosi disclosed a handful of trades that were made in December and January, as reported by the Benzinga Government Trades page. The trades were disclosed as being made by a spouse, which makes the transactions done by Pelosi&#39;s husband and venture capitalist <strong>Paul Pelosi.</strong></p><p>Here are the stock transactions disclosed by Nancy Pelosi:</p><p>These transactions were the first disclosed by Pelosi since an October disclosure showed the contribution of <a href=\"https://laohu8.com/S/AAPL\">Apple</a> shares to <a href=\"https://laohu8.com/S/TRN\">Trinity</a> University.</p><p>The purchase of AllianceBernstein shares marks Pelosi&#39;s first ownership of the stock in several years and is one of the largest bets made in the new disclosure.</p><p>Pelosi exercised call options in options that were bought in January 2025 at the time of their expiration, trading options for shares in some of the most well-known stocks, along with newer growth stocks like <a href=\"https://laohu8.com/S/VST\">Vistra</a> and <a href=\"https://laohu8.com/S/TEM\">Tempus AI</a>.</p><p>Pelosi&#39;s investment portfolio saw several large sales in the latest disclosure, with options bought in some of the Magnificent Seven stocks.</p><p>Pelosi previously disclosed exercising <strong><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> Inc </strong>(NASDAQ:AVGO) options in June.</p><p>The only other transactions disclosed by Pelosi were the purchased options of <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, <a href=\"https://laohu8.com/S/TEM\">Tempus AI</a> and <a href=\"https://laohu8.com/S/VST\">Vistra</a> in January 2025.</p><p>Similar to this latest disclosure, Pelosi also disclosed selling large chunks of Apple and <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> shares in December 2025 before the year end. The transactions may have been done for tax purposes.</p><p>Pelosi was ranked as the 28th top trader in Congress by an annual UnusualWhales report. The report shows Pelosi gaining 20.1% for her investment portfolio in 2025, outperforming the 16.6% gain of the S&amp;P 500.</p><p>The former Speaker of the House is not running for re-election in the 2026 election, which means she will no longer have to disclose her stock and options transactions starting in January 2027. This means this could be one of the last disclosures from Pelosi.</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>Nancy Pelosi Discloses Buys Of Nvidia, Apple, AllianceBernstein, And More; Sells Some Stakes</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\">\nNancy Pelosi Discloses Buys Of Nvidia, Apple, AllianceBernstein, And More; Sells Some Stakes\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\">2026-01-27 08:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Former Speaker of the House <strong>Nancy Pelosi </strong>(D-Calif.) has disclosed several new stock and options transactions, including the exercising of options for several Magnificent Seven stocks.</p><p>Here&#39;s a look at the disclosed trades.</p><p>Pelosi disclosed a handful of trades that were made in December and January, as reported by the Benzinga Government Trades page. The trades were disclosed as being made by a spouse, which makes the transactions done by Pelosi&#39;s husband and venture capitalist <strong>Paul Pelosi.</strong></p><p>Here are the stock transactions disclosed by Nancy Pelosi:</p><p>These transactions were the first disclosed by Pelosi since an October disclosure showed the contribution of <a href=\"https://laohu8.com/S/AAPL\">Apple</a> shares to <a href=\"https://laohu8.com/S/TRN\">Trinity</a> University.</p><p>The purchase of AllianceBernstein shares marks Pelosi&#39;s first ownership of the stock in several years and is one of the largest bets made in the new disclosure.</p><p>Pelosi exercised call options in options that were bought in January 2025 at the time of their expiration, trading options for shares in some of the most well-known stocks, along with newer growth stocks like <a href=\"https://laohu8.com/S/VST\">Vistra</a> and <a href=\"https://laohu8.com/S/TEM\">Tempus AI</a>.</p><p>Pelosi&#39;s investment portfolio saw several large sales in the latest disclosure, with options bought in some of the Magnificent Seven stocks.</p><p>Pelosi previously disclosed exercising <strong><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> Inc </strong>(NASDAQ:AVGO) options in June.</p><p>The only other transactions disclosed by Pelosi were the purchased options of <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, <a href=\"https://laohu8.com/S/TEM\">Tempus AI</a> and <a href=\"https://laohu8.com/S/VST\">Vistra</a> in January 2025.</p><p>Similar to this latest disclosure, Pelosi also disclosed selling large chunks of Apple and <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> shares in December 2025 before the year end. The transactions may have been done for tax purposes.</p><p>Pelosi was ranked as the 28th top trader in Congress by an annual UnusualWhales report. The report shows Pelosi gaining 20.1% for her investment portfolio in 2025, outperforming the 16.6% gain of the S&amp;P 500.</p><p>The former Speaker of the House is not running for re-election in the 2026 election, which means she will no longer have to disclose her stock and options transactions starting in January 2027. This means this could be one of the last disclosures from Pelosi.</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","LU0079474960.USD":"联博美国增长基金A","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0124676726.USD":"AB SICAV I - 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Global Income A (div) SGD-H","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","BK4579":"人工智能","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4574":"无人驾驶","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","SG9999002232.USD":"Allianz Global High Payout USD","BK4573":"虚拟现实","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H"},"source_url":"https://www.benzinga.com/news/politics/26/01/50139122/nancy-pelosi-discloses-new-stock-trades-heres-what-shes-loading-up-on-and-whats-shes-selling","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2606223947","content_text":"Former Speaker of the House Nancy Pelosi (D-Calif.) has disclosed several new stock and options transactions, including the exercising of options for several Magnificent Seven stocks.Here's a look at the disclosed trades.Pelosi disclosed a handful of trades that were made in December and January, as reported by the Benzinga Government Trades page. The trades were disclosed as being made by a spouse, which makes the transactions done by Pelosi's husband and venture capitalist Paul Pelosi.Here are the stock transactions disclosed by Nancy Pelosi:These transactions were the first disclosed by Pelosi since an October disclosure showed the contribution of Apple shares to Trinity University.The purchase of AllianceBernstein shares marks Pelosi's first ownership of the stock in several years and is one of the largest bets made in the new disclosure.Pelosi exercised call options in options that were bought in January 2025 at the time of their expiration, trading options for shares in some of the most well-known stocks, along with newer growth stocks like Vistra and Tempus AI.Pelosi's investment portfolio saw several large sales in the latest disclosure, with options bought in some of the Magnificent Seven stocks.Pelosi previously disclosed exercising Broadcom Inc (NASDAQ:AVGO) options in June.The only other transactions disclosed by Pelosi were the purchased options of Amazon, Alphabet, Nvidia, Tempus AI and Vistra in January 2025.Similar to this latest disclosure, Pelosi also disclosed selling large chunks of Apple and Nvidia shares in December 2025 before the year end. The transactions may have been done for tax purposes.Pelosi was ranked as the 28th top trader in Congress by an annual UnusualWhales report. The report shows Pelosi gaining 20.1% for her investment portfolio in 2025, outperforming the 16.6% gain of the S&P 500.The former Speaker of the House is not running for re-election in the 2026 election, which means she will no longer have to disclose her stock and options transactions starting in January 2027. This means this could be one of the last disclosures from Pelosi.","news_type":1,"symbols_score_info":{"AB":2,"AAPL":2,"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526187319043160,"gmtCreate":1769496453311,"gmtModify":1769496456914,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526187319043160","repostId":"2605494439","repostType":2,"repost":{"id":"2605494439","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":1769090040,"share":"https://ttm.financial/m/news/2605494439?lang=en_US&edition=fundamental","pubTime":"2026-01-22 21:54","market":"sg","language":"en","title":"These fintech stocks could be big winners from Trump's 'populism' push, according to Citi","url":"https://stock-news.laohu8.com/highlight/detail?id=2605494439","media":"Dow Jones","summary":"Analysts say fintech stocks look like prime beneficiaries of a changing regulatory environment and Trump's 'affordability' initiatives. SoFi could benefit from shifts in the lending market and a healthier U.S. consumer, Citi analysts say.As President Donald Trump talks up his themes of populism, investors can benefit - but they've been seeking out stock opportunities in the wrong places, according to Citi analysts.\"Traders have been looking for potential beneficiaries, even relative ones, in consumer stocks, but we think investors may be missing a more interesting opportunity in fintech,\" or financial technology, wrote a team of analysts led by Drew Petitt.Whether Trump's various \"affordability\" pushes prove successful is an open question. But if \"populism\" measures like a proposed one-year cap on credit-card interest rates and limits on institutional home purchases actually leave Americans with more spending power, it's not just retailers that would win, the Citi team said. The analys","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW These fintech stocks could be big winners from Trump's 'populism' push, according to Citi\n</p>\n<p>\n  By Emily Bary \n</p>\n<p>\n     Analysts say fintech stocks look like prime beneficiaries of a changing regulatory environment and Trump's 'affordability' initiatives \n</p>\n<p>\n     SoFi could benefit from shifts in the lending market and a healthier U.S. consumer, Citi analysts say. \n</p>\n<p>\n     As President Donald Trump talks up his themes of populism, investors can benefit - but they've been seeking out stock opportunities in the wrong places, according to Citi analysts. \n</p>\n<p>\n     \"Traders have been looking for potential beneficiaries, even relative ones, in consumer stocks, but we think investors may be missing a more interesting opportunity in fintech,\" or financial technology, wrote a team of analysts led by Drew Petitt. \n</p>\n<p>\n     Whether Trump's various \"affordability\" pushes prove successful is an open question. But if \"populism\" measures like a proposed one-year cap on credit-card interest rates and limits on institutional home purchases actually leave Americans with more spending power, it's not just retailers that would win, the Citi team said. The analysts are drawn to \"disruptive\" fintech companies that can capitalize on both a changing regulatory landscape and a healthier U.S. consumer. \n</p>\n<p>\n     Bryan Keane of Citi highlights Block (XYZ), <a href=\"https://laohu8.com/S/AFRM\">Affirm</a> Holdings (AFRM), Toast <a href=\"https://laohu8.com/S/TOST\">$(TOST)$</a>T, Klarna Group <a href=\"https://laohu8.com/S/KLAR\">$(KLAR)$</a> and Bill Holdings <a href=\"https://laohu8.com/S/BILL\">$(BILL)$</a>. \"These platforms monetize simplification with faster onboarding, improved transaction transparency and embedded financial services that displace higher-cost bank, card or manual workflows,\" he wrote. \n</p>\n<p>\n     Affirm and Klarna both offer buy-now-pay-later services that cater to the \"underbanked,\" Keane noted. \n</p>\n<p>\n     Read: Big Tech stocks haven't been this cheap in months. These investors say it's time to buy. \n</p>\n<p>\n     Block plays into that theme as well, through its Cash App and Afterpay businesses, and the company also serves merchants through its <a href=\"https://laohu8.com/S/XYZ\">Square</a> business. That part of Block could get a boost if Trump's policies are able to spur more small-business formation, the analysts noted. So could Bill, which makes software for back-office tasks, and Toast, which markets point-of-sale offerings. \n</p>\n<p>\n     These companies are gaining market share from incumbent providers and would get a boost from regulatory shifts. \"Potential policy tailwinds include expanded [small-business] tax credits, faster digital-payments adoption and consumer-protection frameworks that favor transparent pricing models over opaque revolving credit,\" according to Keane. \n</p>\n<p>\n     See also: This stock-market indicator just flashed one of its most bullish signals since 2000 \n</p>\n<p>\n     Citi also highlighted some plays on cryptocurrency and lending, including <a href=\"https://laohu8.com/S/COIN\">Coinbase</a> Global (COIN), SoFi Technologies <a href=\"https://laohu8.com/S/SOFI\">$(SOFI)$</a>, <a href=\"https://laohu8.com/S/CRCL\">Circle</a> Internet Group (CRCL), <a href=\"https://laohu8.com/S/BLSH\">Bullish</a> (BLSH), <a href=\"https://laohu8.com/S/UPST\">Upstart</a> Holdings (UPST) and Pagaya Technologies <a href=\"https://laohu8.com/S/PGY\">$(PGY)$</a>. \n</p>\n<p>\n     \"Regulation is driving legitimacy for digital-asset names\" such as Coinbase, Circle and Bullish, said Citi's Peter Christiansen. Following last summer's passage of the Genius Act, a measure that established stablecoin frameworks, he's watching the Clarity Act, which \"is currently in the Senate...and plans to be a comprehensive reform of the entire digital-assets space.\" \n</p>\n<p>\n     Meanwhile, SoFi, Upstart and Pagaya play into the theme of lending. They \"could see tailwinds from other populist regulation should it feed through to an expansion of private-credit markets (or disruption of current sources) and general consumer strength,\" Christiansen said. \n</p>\n<p>\n     More from MarketWatch: How to play payments stocks after essentially their worst run in 15 years \n</p>\n<p>\n     His Citi colleague Steve Enders tabbed a few software companies that could be beneficiaries as well: <a href=\"https://laohu8.com/S/SHOP\">Shopify</a> (SHOP), which operates e-commerce infrastructure; Intuit <a href=\"https://laohu8.com/S/INTU\">$(INTU)$</a>, which makes tax-preparation and credit-management tools; and <a href=\"https://laohu8.com/S/HUBS\">HubSpot</a> (HUBS), which offers marketing products. \n</p>\n<p>\n     \"On the consumer side, a potential change in tax policy or stimulus on top of the changes from the OBBBA could lead to elevated refund activity and a more challenging tax environment, both of which have led to elevated spend on tax software for TurboTax in the past,\" Enders wrote, referring to the One Big Beautiful Bill Act. \n</p>\n<p>\n     TurboTax is an Intuit product, as is CreditKarma, which \"has been taking share within the lending market with better consumer health potentially leading to increased willingness for lenders to provide financial products to consumers.\" \n</p>\n<p>\n     Like some of the pure fintech plays, Shopify and HubSpot would get a lift from policies that incentivize small-business formation or leave existing small businesses with more financial firepower. \n</p>\n<p>\n     -Emily Bary \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 22, 2026 08:54 ET (13:54 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These fintech stocks could be big winners from Trump's 'populism' push, according to Citi</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 fintech stocks could be big winners from Trump's 'populism' push, according to Citi\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\">2026-01-22 21:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW These fintech stocks could be big winners from Trump's 'populism' push, according to Citi\n</p>\n<p>\n  By Emily Bary \n</p>\n<p>\n     Analysts say fintech stocks look like prime beneficiaries of a changing regulatory environment and Trump's 'affordability' initiatives \n</p>\n<p>\n     SoFi could benefit from shifts in the lending market and a healthier U.S. consumer, Citi analysts say. \n</p>\n<p>\n     As President Donald Trump talks up his themes of populism, investors can benefit - but they've been seeking out stock opportunities in the wrong places, according to Citi analysts. \n</p>\n<p>\n     \"Traders have been looking for potential beneficiaries, even relative ones, in consumer stocks, but we think investors may be missing a more interesting opportunity in fintech,\" or financial technology, wrote a team of analysts led by Drew Petitt. \n</p>\n<p>\n     Whether Trump's various \"affordability\" pushes prove successful is an open question. But if \"populism\" measures like a proposed one-year cap on credit-card interest rates and limits on institutional home purchases actually leave Americans with more spending power, it's not just retailers that would win, the Citi team said. The analysts are drawn to \"disruptive\" fintech companies that can capitalize on both a changing regulatory landscape and a healthier U.S. consumer. \n</p>\n<p>\n     Bryan Keane of Citi highlights Block (XYZ), <a href=\"https://laohu8.com/S/AFRM\">Affirm</a> Holdings (AFRM), Toast <a href=\"https://laohu8.com/S/TOST\">$(TOST)$</a>T, Klarna Group <a href=\"https://laohu8.com/S/KLAR\">$(KLAR)$</a> and Bill Holdings <a href=\"https://laohu8.com/S/BILL\">$(BILL)$</a>. \"These platforms monetize simplification with faster onboarding, improved transaction transparency and embedded financial services that displace higher-cost bank, card or manual workflows,\" he wrote. \n</p>\n<p>\n     Affirm and Klarna both offer buy-now-pay-later services that cater to the \"underbanked,\" Keane noted. \n</p>\n<p>\n     Read: Big Tech stocks haven't been this cheap in months. These investors say it's time to buy. \n</p>\n<p>\n     Block plays into that theme as well, through its Cash App and Afterpay businesses, and the company also serves merchants through its <a href=\"https://laohu8.com/S/XYZ\">Square</a> business. That part of Block could get a boost if Trump's policies are able to spur more small-business formation, the analysts noted. So could Bill, which makes software for back-office tasks, and Toast, which markets point-of-sale offerings. \n</p>\n<p>\n     These companies are gaining market share from incumbent providers and would get a boost from regulatory shifts. \"Potential policy tailwinds include expanded [small-business] tax credits, faster digital-payments adoption and consumer-protection frameworks that favor transparent pricing models over opaque revolving credit,\" according to Keane. \n</p>\n<p>\n     See also: This stock-market indicator just flashed one of its most bullish signals since 2000 \n</p>\n<p>\n     Citi also highlighted some plays on cryptocurrency and lending, including <a href=\"https://laohu8.com/S/COIN\">Coinbase</a> Global (COIN), SoFi Technologies <a href=\"https://laohu8.com/S/SOFI\">$(SOFI)$</a>, <a href=\"https://laohu8.com/S/CRCL\">Circle</a> Internet Group (CRCL), <a href=\"https://laohu8.com/S/BLSH\">Bullish</a> (BLSH), <a href=\"https://laohu8.com/S/UPST\">Upstart</a> Holdings (UPST) and Pagaya Technologies <a href=\"https://laohu8.com/S/PGY\">$(PGY)$</a>. \n</p>\n<p>\n     \"Regulation is driving legitimacy for digital-asset names\" such as Coinbase, Circle and Bullish, said Citi's Peter Christiansen. Following last summer's passage of the Genius Act, a measure that established stablecoin frameworks, he's watching the Clarity Act, which \"is currently in the Senate...and plans to be a comprehensive reform of the entire digital-assets space.\" \n</p>\n<p>\n     Meanwhile, SoFi, Upstart and Pagaya play into the theme of lending. They \"could see tailwinds from other populist regulation should it feed through to an expansion of private-credit markets (or disruption of current sources) and general consumer strength,\" Christiansen said. \n</p>\n<p>\n     More from MarketWatch: How to play payments stocks after essentially their worst run in 15 years \n</p>\n<p>\n     His Citi colleague Steve Enders tabbed a few software companies that could be beneficiaries as well: <a href=\"https://laohu8.com/S/SHOP\">Shopify</a> (SHOP), which operates e-commerce infrastructure; Intuit <a href=\"https://laohu8.com/S/INTU\">$(INTU)$</a>, which makes tax-preparation and credit-management tools; and <a href=\"https://laohu8.com/S/HUBS\">HubSpot</a> (HUBS), which offers marketing products. \n</p>\n<p>\n     \"On the consumer side, a potential change in tax policy or stimulus on top of the changes from the OBBBA could lead to elevated refund activity and a more challenging tax environment, both of which have led to elevated spend on tax software for TurboTax in the past,\" Enders wrote, referring to the One Big Beautiful Bill Act. \n</p>\n<p>\n     TurboTax is an Intuit product, as is CreditKarma, which \"has been taking share within the lending market with better consumer health potentially leading to increased willingness for lenders to provide financial products to consumers.\" \n</p>\n<p>\n     Like some of the pure fintech plays, Shopify and HubSpot would get a lift from policies that incentivize small-business formation or leave existing small businesses with more financial firepower. \n</p>\n<p>\n     -Emily Bary \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 22, 2026 08:54 ET (13:54 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","BK4595":"比特币概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4023":"应用软件","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","BK4554":"元宇宙及AR概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","SG9999002232.USD":"Allianz Global High Payout USD","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4585":"ETF&股票定投概念","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","COYY":"GRANITESHARES YIELDBOOST COIN ETF","UPST":"Upstart Holdings, Inc.","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - 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but they've been seeking out stock opportunities in the wrong places, according to Citi analysts. \n\n\n     \"Traders have been looking for potential beneficiaries, even relative ones, in consumer stocks, but we think investors may be missing a more interesting opportunity in fintech,\" or financial technology, wrote a team of analysts led by Drew Petitt. \n\n\n     Whether Trump's various \"affordability\" pushes prove successful is an open question. But if \"populism\" measures like a proposed one-year cap on credit-card interest rates and limits on institutional home purchases actually leave Americans with more spending power, it's not just retailers that would win, the Citi team said. The analysts are drawn to \"disruptive\" fintech companies that can capitalize on both a changing regulatory landscape and a healthier U.S. consumer. \n\n\n     Bryan Keane of Citi highlights Block (XYZ), Affirm Holdings (AFRM), Toast $(TOST)$T, Klarna Group $(KLAR)$ and Bill Holdings $(BILL)$. \"These platforms monetize simplification with faster onboarding, improved transaction transparency and embedded financial services that displace higher-cost bank, card or manual workflows,\" he wrote. \n\n\n     Affirm and Klarna both offer buy-now-pay-later services that cater to the \"underbanked,\" Keane noted. \n\n\n     Read: Big Tech stocks haven't been this cheap in months. These investors say it's time to buy. \n\n\n     Block plays into that theme as well, through its Cash App and Afterpay businesses, and the company also serves merchants through its Square business. That part of Block could get a boost if Trump's policies are able to spur more small-business formation, the analysts noted. So could Bill, which makes software for back-office tasks, and Toast, which markets point-of-sale offerings. \n\n\n     These companies are gaining market share from incumbent providers and would get a boost from regulatory shifts. \"Potential policy tailwinds include expanded [small-business] tax credits, faster digital-payments adoption and consumer-protection frameworks that favor transparent pricing models over opaque revolving credit,\" according to Keane. \n\n\n     See also: This stock-market indicator just flashed one of its most bullish signals since 2000 \n\n\n     Citi also highlighted some plays on cryptocurrency and lending, including Coinbase Global (COIN), SoFi Technologies $(SOFI)$, Circle Internet Group (CRCL), Bullish (BLSH), Upstart Holdings (UPST) and Pagaya Technologies $(PGY)$. \n\n\n     \"Regulation is driving legitimacy for digital-asset names\" such as Coinbase, Circle and Bullish, said Citi's Peter Christiansen. Following last summer's passage of the Genius Act, a measure that established stablecoin frameworks, he's watching the Clarity Act, which \"is currently in the Senate...and plans to be a comprehensive reform of the entire digital-assets space.\" \n\n\n     Meanwhile, SoFi, Upstart and Pagaya play into the theme of lending. They \"could see tailwinds from other populist regulation should it feed through to an expansion of private-credit markets (or disruption of current sources) and general consumer strength,\" Christiansen said. \n\n\n     More from MarketWatch: How to play payments stocks after essentially their worst run in 15 years \n\n\n     His Citi colleague Steve Enders tabbed a few software companies that could be beneficiaries as well: Shopify (SHOP), which operates e-commerce infrastructure; Intuit $(INTU)$, which makes tax-preparation and credit-management tools; and HubSpot (HUBS), which offers marketing products. \n\n\n     \"On the consumer side, a potential change in tax policy or stimulus on top of the changes from the OBBBA could lead to elevated refund activity and a more challenging tax environment, both of which have led to elevated spend on tax software for TurboTax in the past,\" Enders wrote, referring to the One Big Beautiful Bill Act. \n\n\n     TurboTax is an Intuit product, as is CreditKarma, which \"has been taking share within the lending market with better consumer health potentially leading to increased willingness for lenders to provide financial products to consumers.\" \n\n\n     Like some of the pure fintech plays, Shopify and HubSpot would get a lift from policies that incentivize small-business formation or leave existing small businesses with more financial firepower. \n\n\n     -Emily Bary \n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 22, 2026 08:54 ET (13:54 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"AFRM":1.87,"CONY":0.6,"KLAR":1.87,"SHOP":1.87,"PGYDF":1.87,"XYZ":1.87,"CONX":0.6,"UPST":1.87,"BILL":1.87,"PGY":1.87,"COIG":0.6,"HUBS":1.87,"CONI":0.6,"TOST":1.87,"COIW":0.6,"COYY":0.6,"INTU":1.88,"BLSH":1.87,"XYZ.AU":1.87,"FIAT":0.6,"COIO":0.6,"COIA":0.6}},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":525931838177872,"gmtCreate":1769434071695,"gmtModify":1769434075196,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/525931838177872","repostId":"1152378506","repostType":2,"repost":{"id":"1152378506","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1769432550,"share":"https://ttm.financial/m/news/1152378506?lang=en_US&edition=fundamental","pubTime":"2026-01-26 21:02","market":"us","language":"en","title":"Nvidia Invests $2 Billion in CoreWeave, Expands Partnership","url":"https://stock-news.laohu8.com/highlight/detail?id=1152378506","media":"Reuters","summary":"Nvidia has invested $2 billion in CoreWeave at a purchase price of $87.20 per share.","content":"<html><head></head><body><p>Jan 26 (Reuters) - <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> has invested $2 billion in <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> at a purchase price of $87.20 per share, the ‌companies said on Monday, as they expand their partnership to boost CoreWeave&#39;s data center build out ambitions.</p><p>Shares of CoreWeave jumped more than 10% ‌in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bca92fca71a199991e1bac8e42a877bb\" title=\"\" tg-width=\"880\" tg-height=\"617\"/></p><p style=\"text-align: start;\">CoreWeave is targeting to build more than 5 gigawatts in AI data center capacity by 2030. The fresh ‍investment from Nvidia will help the AI infrastructure provider speed up procurement of the land and power ⁠required to build the facilities.</p><p>So-called &#34;neoclouds&#34; like ‍CoreWeave, which provide tech companies with the infrastructure needed ‌to ‌build, run and deploy AI technologies, have seen a surge in demand in recent years as enterprise adoption of AI picks ⁠up.</p><p>Nvidia was ⁠CoreWeave&#39;s third largest shareholder with a 6.3% stake, or 24.3 million shares, in the company.</p><p>It is now nearly ‍doubling its stake in Coreweave by adding roughly 23 million shares in the firm, becoming its second-largest investor now, according to ‍Reuters calculations based on data compiled by LSEG.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Invests $2 Billion in CoreWeave, Expands Partnership</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\">\nNvidia Invests $2 Billion in CoreWeave, Expands Partnership\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-01-26 21:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jan 26 (Reuters) - <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> has invested $2 billion in <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> at a purchase price of $87.20 per share, the ‌companies said on Monday, as they expand their partnership to boost CoreWeave&#39;s data center build out ambitions.</p><p>Shares of CoreWeave jumped more than 10% ‌in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bca92fca71a199991e1bac8e42a877bb\" title=\"\" tg-width=\"880\" tg-height=\"617\"/></p><p style=\"text-align: start;\">CoreWeave is targeting to build more than 5 gigawatts in AI data center capacity by 2030. The fresh ‍investment from Nvidia will help the AI infrastructure provider speed up procurement of the land and power ⁠required to build the facilities.</p><p>So-called &#34;neoclouds&#34; like ‍CoreWeave, which provide tech companies with the infrastructure needed ‌to ‌build, run and deploy AI technologies, have seen a surge in demand in recent years as enterprise adoption of AI picks ⁠up.</p><p>Nvidia was ⁠CoreWeave&#39;s third largest shareholder with a 6.3% stake, or 24.3 million shares, in the company.</p><p>It is now nearly ‍doubling its stake in Coreweave by adding roughly 23 million shares in the firm, becoming its second-largest investor now, according to ‍Reuters calculations based on data compiled by LSEG.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","CRWV":"CoreWeave, Inc.","CWVX":"2倍做多CRWV ETF-Tradr","CRWU":"2倍做多CRWV ETF-T-Rex","CRWG":"2倍做多CRWV ETF-Leverage Shares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152378506","content_text":"Jan 26 (Reuters) - Nvidia has invested $2 billion in CoreWeave at a purchase price of $87.20 per share, the ‌companies said on Monday, as they expand their partnership to boost CoreWeave's data center build out ambitions.Shares of CoreWeave jumped more than 10% ‌in premarket trading.CoreWeave is targeting to build more than 5 gigawatts in AI data center capacity by 2030. The fresh ‍investment from Nvidia will help the AI infrastructure provider speed up procurement of the land and power ⁠required to build the facilities.So-called \"neoclouds\" like ‍CoreWeave, which provide tech companies with the infrastructure needed ‌to ‌build, run and deploy AI technologies, have seen a surge in demand in recent years as enterprise adoption of AI picks ⁠up.Nvidia was ⁠CoreWeave's third largest shareholder with a 6.3% stake, or 24.3 million shares, in the company.It is now nearly ‍doubling its stake in Coreweave by adding roughly 23 million shares in the firm, becoming its second-largest investor now, according to ‍Reuters calculations based on data compiled by LSEG.","news_type":1,"symbols_score_info":{"CRWU":0.6,"CWVX":0.6,"CRWG":0.6,"CRWV":2.1,"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":522449141736632,"gmtCreate":1768586292533,"gmtModify":1768586297273,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/522449141736632","repostId":"1103617838","repostType":2,"repost":{"id":"1103617838","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1768579714,"share":"https://ttm.financial/m/news/1103617838?lang=en_US&edition=fundamental","pubTime":"2026-01-17 00:08","market":"nz","language":"en","title":"Stock Track | CoreWeave, Inc. (CRWV) Soars 5.01% Intraday as Trump Discloses Bond Investment","url":"https://stock-news.laohu8.com/highlight/detail?id=1103617838","media":"Stock Track","summary":"CoreWeave, Inc. (CRWV) saw its stock price surge by 5.01% during Friday's intraday trading session. The sharp rise follows the disclosure of President Donald Trump's bond investments, which included...","content":"<p>CoreWeave, Inc. (CRWV) saw its stock price surge by 5.01% during Friday's intraday trading session. The sharp rise follows the disclosure of President Donald Trump's bond investments, which included CoreWeave.</p><p>The White House's financial disclosure revealed that Trump invested in bonds issued by several companies, including CoreWeave, as part of a $51 million bond purchase. This news has likely boosted investor confidence in CRWV, contributing to the stock's upward movement.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | CoreWeave, Inc. (CRWV) Soars 5.01% Intraday as Trump Discloses Bond Investment</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | CoreWeave, Inc. (CRWV) Soars 5.01% Intraday as Trump Discloses Bond Investment\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-01-17 00:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>CoreWeave, Inc. (CRWV) saw its stock price surge by 5.01% during Friday's intraday trading session. The sharp rise follows the disclosure of President Donald Trump's bond investments, which included CoreWeave.</p><p>The White House's financial disclosure revealed that Trump invested in bonds issued by several companies, including CoreWeave, as part of a $51 million bond purchase. This news has likely boosted investor confidence in CRWV, contributing to the stock's upward movement.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103617838","content_text":"CoreWeave, Inc. (CRWV) saw its stock price surge by 5.01% during Friday's intraday trading session. The sharp rise follows the disclosure of President Donald Trump's bond investments, which included CoreWeave.The White House's financial disclosure revealed that Trump invested in bonds issued by several companies, including CoreWeave, as part of a $51 million bond purchase. This news has likely boosted investor confidence in CRWV, contributing to the stock's upward movement.","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":521306438263352,"gmtCreate":1768315626368,"gmtModify":1768315648336,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521306438263352","repostId":"2603526775","repostType":2,"repost":{"id":"2603526775","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":1768294167,"share":"https://ttm.financial/m/news/2603526775?lang=en_US&edition=fundamental","pubTime":"2026-01-13 16:49","market":"hk","language":"en","title":"This Chip Stock Has Climbed 50% Over The Last 12 Months. It May Be A Play On SpaceX's Growth.","url":"https://stock-news.laohu8.com/highlight/detail?id=2603526775","media":"Dow Jones","summary":"Macom Technology Solutions has called out various ways it can cash in on the boom in low-Earth-orbit satellites. SpaceX says it provides satellite-internet service to more than 9 million customers.Investors looking for a publicly traded way to play SpaceX's growth may have found one in the chip sector.Monday's gains come just days after the Federal Communications Commission authorized SpaceX to deploy and operate up to 15,000 second-generation Starlink satellites to provide direct-to-cell connectivity around the world. The U.S. agency also said it would allow SpaceX to upgrade the satellites and operate across five frequencies, while waiving a few requirements that it called \"obsolete.\". \"This FCC authorization is a game-changer for enabling next-generation services,\" FCC Chair Brendan Carr said in a statement on Friday, adding that the agency has \"given SpaceX the green light to deliver unprecedented satellite broadband capabilities\" and boost competition.SpaceX isn't alone, either. A","content":"<html><head></head><body><p>Investors looking for a publicly traded way to play SpaceX&#39;s growth may have found one in the chip sector.</p><p>Shares of Macom Technology Solutions <a href=\"https://laohu8.com/S/MTSI\">$(MTSI)$</a>, which makes semiconductors that enable high-speed data transmission over fiber optics, rose 13% in Monday trading. Over the last 12 months, the Lowell, Mass.-based company&#39;s stock has climbed 51%.</p><p>Mizuho trading-desk analyst Jordan Klein said in a note to clients Monday that in his view, &#34;more investors are seeking exposure and leverage to growth in satellites&#34; and see Macom as a way to do that. In a previous note, Klein, whose firm doesn&#39;t cover Macom, said the company defines the meaning of &#34;underpromise and overdeliver.&#34;</p><p>In that earlier note, he called the company a &#34;key beneficiary&#34; of satellite-network investments and broader growth in artificial-intelligence-related optical and copper spending.</p><p>Monday&#39;s gains come just days after the Federal Communications Commission authorized SpaceX to deploy and operate up to 15,000 second-generation Starlink satellites to provide direct-to-cell connectivity around the world. The U.S. agency also said it would allow SpaceX to upgrade the satellites and operate across five frequencies, while waiving a few requirements that it called &#34;obsolete.&#34;</p><p>&#34;This FCC authorization is a game-changer for enabling next-generation services,&#34; FCC Chair Brendan Carr said in a statement on Friday, adding that the agency has &#34;given SpaceX the green light to deliver unprecedented satellite broadband capabilities&#34; and boost competition.</p><p>SpaceX had sought approval to launch up to 30,000 units, but the FCC said it would defer authorizing additional launches. Overall, SpaceX has 9,451 satellites currently in low-Earth orbit, or LEO, according to Jonathan McDowell, an astronomer who tracks space launches on his website.</p><p>As of 2025, SpaceX has launched more than 3,000 V2 Mini satellites into orbit, according to its latest annual progress report. The company said those satellites are lighter and more reliable and provide better service than the previous generation.</p><p>The company also says it provides satellite-internet service to more than 9 million customers in 155 countries and markets. Through partnerships with mobile-network operators, Starlink provided direct-to-consumer services to 6 million monthly customers as of 2025.</p><p>SpaceX isn&#39;t alone, either. <a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile</a> (ASTS) and <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s (AMZN) LEO division are just two of nearly a dozen companies exploring LEO constellations supporting DTC or direct-to-device communications, according to Macom&#39;s count.</p><p>&#34;These LEO constellations have many areas where Macom can contribute,&#34; CEO Stephen Daly said on the company&#39;s fourth-quarter earnings call in November.</p><p>&#34;Depending on the customer preferences and capabilities, we position ourselves to support them at any level in the supply chain, from foundry services, custom IC design, standard products and even full module and subsystem design and manufacturing,&#34; he added, referring to integrated circuits.</p><p>Separately, Macom on Monday announced that former Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> executive Bryan Ingram would join its board of directors. Ingram was an executive overseeing Avago Technologies&#39; wireless semiconductor business for over a decade, and after Avago merged with Broadcom in 2016, he stayed on at the company through early 2020.</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>This Chip Stock Has Climbed 50% Over The Last 12 Months. It May Be A Play On SpaceX's Growth.</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\">\nThis Chip Stock Has Climbed 50% Over The Last 12 Months. It May Be A Play On SpaceX's Growth.\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\">2026-01-13 16:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors looking for a publicly traded way to play SpaceX&#39;s growth may have found one in the chip sector.</p><p>Shares of Macom Technology Solutions <a href=\"https://laohu8.com/S/MTSI\">$(MTSI)$</a>, which makes semiconductors that enable high-speed data transmission over fiber optics, rose 13% in Monday trading. Over the last 12 months, the Lowell, Mass.-based company&#39;s stock has climbed 51%.</p><p>Mizuho trading-desk analyst Jordan Klein said in a note to clients Monday that in his view, &#34;more investors are seeking exposure and leverage to growth in satellites&#34; and see Macom as a way to do that. In a previous note, Klein, whose firm doesn&#39;t cover Macom, said the company defines the meaning of &#34;underpromise and overdeliver.&#34;</p><p>In that earlier note, he called the company a &#34;key beneficiary&#34; of satellite-network investments and broader growth in artificial-intelligence-related optical and copper spending.</p><p>Monday&#39;s gains come just days after the Federal Communications Commission authorized SpaceX to deploy and operate up to 15,000 second-generation Starlink satellites to provide direct-to-cell connectivity around the world. The U.S. agency also said it would allow SpaceX to upgrade the satellites and operate across five frequencies, while waiving a few requirements that it called &#34;obsolete.&#34;</p><p>&#34;This FCC authorization is a game-changer for enabling next-generation services,&#34; FCC Chair Brendan Carr said in a statement on Friday, adding that the agency has &#34;given SpaceX the green light to deliver unprecedented satellite broadband capabilities&#34; and boost competition.</p><p>SpaceX had sought approval to launch up to 30,000 units, but the FCC said it would defer authorizing additional launches. Overall, SpaceX has 9,451 satellites currently in low-Earth orbit, or LEO, according to Jonathan McDowell, an astronomer who tracks space launches on his website.</p><p>As of 2025, SpaceX has launched more than 3,000 V2 Mini satellites into orbit, according to its latest annual progress report. The company said those satellites are lighter and more reliable and provide better service than the previous generation.</p><p>The company also says it provides satellite-internet service to more than 9 million customers in 155 countries and markets. Through partnerships with mobile-network operators, Starlink provided direct-to-consumer services to 6 million monthly customers as of 2025.</p><p>SpaceX isn&#39;t alone, either. <a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile</a> (ASTS) and <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s (AMZN) LEO division are just two of nearly a dozen companies exploring LEO constellations supporting DTC or direct-to-device communications, according to Macom&#39;s count.</p><p>&#34;These LEO constellations have many areas where Macom can contribute,&#34; CEO Stephen Daly said on the company&#39;s fourth-quarter earnings call in November.</p><p>&#34;Depending on the customer preferences and capabilities, we position ourselves to support them at any level in the supply chain, from foundry services, custom IC design, standard products and even full module and subsystem design and manufacturing,&#34; he added, referring to integrated circuits.</p><p>Separately, Macom on Monday announced that former Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> executive Bryan Ingram would join its board of directors. Ingram was an executive overseeing Avago Technologies&#39; wireless semiconductor business for over a decade, and after Avago merged with Broadcom in 2016, he stayed on at the company through early 2020.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0061474960.USD":"天利环球焦点基金AU Acc","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","BK4532":"文艺复兴科技持仓","LU2041044095.USD":"Blackrock Circular Economy A2 USD","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2264538146.SGD":"Fullerton Lux Funds - 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Over the last 12 months, the Lowell, Mass.-based company's stock has climbed 51%.Mizuho trading-desk analyst Jordan Klein said in a note to clients Monday that in his view, \"more investors are seeking exposure and leverage to growth in satellites\" and see Macom as a way to do that. In a previous note, Klein, whose firm doesn't cover Macom, said the company defines the meaning of \"underpromise and overdeliver.\"In that earlier note, he called the company a \"key beneficiary\" of satellite-network investments and broader growth in artificial-intelligence-related optical and copper spending.Monday's gains come just days after the Federal Communications Commission authorized SpaceX to deploy and operate up to 15,000 second-generation Starlink satellites to provide direct-to-cell connectivity around the world. The U.S. agency also said it would allow SpaceX to upgrade the satellites and operate across five frequencies, while waiving a few requirements that it called \"obsolete.\"\"This FCC authorization is a game-changer for enabling next-generation services,\" FCC Chair Brendan Carr said in a statement on Friday, adding that the agency has \"given SpaceX the green light to deliver unprecedented satellite broadband capabilities\" and boost competition.SpaceX had sought approval to launch up to 30,000 units, but the FCC said it would defer authorizing additional launches. Overall, SpaceX has 9,451 satellites currently in low-Earth orbit, or LEO, according to Jonathan McDowell, an astronomer who tracks space launches on his website.As of 2025, SpaceX has launched more than 3,000 V2 Mini satellites into orbit, according to its latest annual progress report. The company said those satellites are lighter and more reliable and provide better service than the previous generation.The company also says it provides satellite-internet service to more than 9 million customers in 155 countries and markets. Through partnerships with mobile-network operators, Starlink provided direct-to-consumer services to 6 million monthly customers as of 2025.SpaceX isn't alone, either. AST SpaceMobile (ASTS) and Amazon's (AMZN) LEO division are just two of nearly a dozen companies exploring LEO constellations supporting DTC or direct-to-device communications, according to Macom's count.\"These LEO constellations have many areas where Macom can contribute,\" CEO Stephen Daly said on the company's fourth-quarter earnings call in November.\"Depending on the customer preferences and capabilities, we position ourselves to support them at any level in the supply chain, from foundry services, custom IC design, standard products and even full module and subsystem design and manufacturing,\" he added, referring to integrated circuits.Separately, Macom on Monday announced that former Broadcom $(AVGO)$ executive Bryan Ingram would join its board of directors. Ingram was an executive overseeing Avago Technologies' wireless semiconductor business for over a decade, and after Avago merged with Broadcom in 2016, he stayed on at the company through early 2020.","news_type":1,"symbols_score_info":{"MTSI":1.95}},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":521293542036448,"gmtCreate":1768297301369,"gmtModify":1768297305043,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521293542036448","repostId":"2603214735","repostType":2,"repost":{"id":"2603214735","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":1768289400,"share":"https://ttm.financial/m/news/2603214735?lang=en_US&edition=fundamental","pubTime":"2026-01-13 15:30","market":"us","language":"en","title":"Microsoft, Oracle and ServiceNow Could Be the Top Stocks to Play a Software Comeback","url":"https://stock-news.laohu8.com/highlight/detail?id=2603214735","media":"Dow Jones","summary":"Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize the coming wave of AI adoption.","content":"<html><head></head><body><p style=\"text-align: start;\">While artificial-intelligence infrastructure stocks have received much of investors’ attention in recent years, it might be the software sector’s turn to rack up big gains in 2026.</p><p style=\"text-align: start;\">In particular, companies making infrastructure software, which manage hardware and data, present a compelling opportunity for investors, according to analysts at Goldman Sachs and Deutsche Bank. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> fall into this category.</p><p>Over the past year, semiconductor stocks have dramatically outperformed software stocks, with the <a href=\"https://laohu8.com/S/SOXX\">iShares Semiconductor ETF</a> gaining 52% and the <a href=\"https://laohu8.com/S/IGV\">iShares Expanded Tech-Software Sector ETF</a> rising just 8%.</p><p>However, the next three years will present revenue acceleration opportunities for the above companies, Goldman Sachs analyst Gabriela Borges wrote in a Sunday note. AI could expand the total addressable market for software by roughly 30% through 2037, she added.</p><p style=\"text-align: start;\">Goldman Sachs named Microsoft its top pick among AI infrastructure names thanks to its multitude of opportunities to monetize its Azure cloud business. Borges expects Azure to drive revenue estimates higher in 2026 as it capitalizes on a “fungible” capacity, meaning that its data centers can be easily utilized for a variety of different workloads and customers.</p><p style=\"text-align: start;\">Beyond its massive cloud infrastructure, Microsoft is cementing its leadership in the software-application layer with the introduction of Agent 365 and Foundry. These products allow customers to build custom AI agents with governance and security controls, making Microsoft a critical player in the “orchestration layer” to manage chatbots, Borges wrote.</p><p>Analysts at Goldman Sachs and Deutsche Bank both called Oracle a top pick. Deutsche Bank’s Brad Zelnick noted that Oracle’s future deal pipeline has swelled to over $500 billion, making it an industry leader in deploying AI infrastructure at scale.</p><p style=\"text-align: start;\">Oracle Cloud Infrastructure, the company’s cloud platform, has hit an “inflection point” thanks to robust demand for AI workloads, Borges wrote. She anticipates that revenue will accelerate in 2026 as the company converts these deals into recognized revenue.</p><p style=\"text-align: start;\">Oracle’s unique database architecture, which was built to promote speed and efficiency between servers, is especially well-suited to AI workloads with high volumes of data, according to Goldman Sachs.</p><p style=\"text-align: start;\">Beyond AI workloads, Oracle is still seeing growth from companies migrating their data to the cloud, Zelnick said. Investors could be underestimating the growth of Oracle’s non-OCI revenue, he added.</p><p>For ServiceNow, Borges believes the company will be able to grow revenues organically at around 20% annually through 2029. The workflow-management company has developed what it calls an AI Control Tower to provide governance and oversight for AI agents across a company.</p><p style=\"text-align: start;\">“We believe outsized value will accrue in the agent orchestration layer that controls and governs agents across multiple vendors,” putting ServiceNow in a good spot, Borges wrote.</p><p style=\"text-align: start;\">ServiceNow has also ramped up its acquisition strategy recently, announcing plans to buy cybersecurity firm Armis at the end of 2025 to expand its cybersecurity offerings. ServiceNow aims to integrate Armis’ real-time threat intelligence with its automated workflows to proactively reduce security risks. The acquisition could help create “a meaningful new product cycle for ServiceNow” over the next five years, according to Borges.</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>Microsoft, Oracle and ServiceNow Could Be the Top Stocks to Play a Software Comeback</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\">\nMicrosoft, Oracle and ServiceNow Could Be the Top Stocks to Play a Software Comeback\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\">2026-01-13 15:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">While artificial-intelligence infrastructure stocks have received much of investors’ attention in recent years, it might be the software sector’s turn to rack up big gains in 2026.</p><p style=\"text-align: start;\">In particular, companies making infrastructure software, which manage hardware and data, present a compelling opportunity for investors, according to analysts at Goldman Sachs and Deutsche Bank. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> fall into this category.</p><p>Over the past year, semiconductor stocks have dramatically outperformed software stocks, with the <a href=\"https://laohu8.com/S/SOXX\">iShares Semiconductor ETF</a> gaining 52% and the <a href=\"https://laohu8.com/S/IGV\">iShares Expanded Tech-Software Sector ETF</a> rising just 8%.</p><p>However, the next three years will present revenue acceleration opportunities for the above companies, Goldman Sachs analyst Gabriela Borges wrote in a Sunday note. AI could expand the total addressable market for software by roughly 30% through 2037, she added.</p><p style=\"text-align: start;\">Goldman Sachs named Microsoft its top pick among AI infrastructure names thanks to its multitude of opportunities to monetize its Azure cloud business. Borges expects Azure to drive revenue estimates higher in 2026 as it capitalizes on a “fungible” capacity, meaning that its data centers can be easily utilized for a variety of different workloads and customers.</p><p style=\"text-align: start;\">Beyond its massive cloud infrastructure, Microsoft is cementing its leadership in the software-application layer with the introduction of Agent 365 and Foundry. These products allow customers to build custom AI agents with governance and security controls, making Microsoft a critical player in the “orchestration layer” to manage chatbots, Borges wrote.</p><p>Analysts at Goldman Sachs and Deutsche Bank both called Oracle a top pick. Deutsche Bank’s Brad Zelnick noted that Oracle’s future deal pipeline has swelled to over $500 billion, making it an industry leader in deploying AI infrastructure at scale.</p><p style=\"text-align: start;\">Oracle Cloud Infrastructure, the company’s cloud platform, has hit an “inflection point” thanks to robust demand for AI workloads, Borges wrote. She anticipates that revenue will accelerate in 2026 as the company converts these deals into recognized revenue.</p><p style=\"text-align: start;\">Oracle’s unique database architecture, which was built to promote speed and efficiency between servers, is especially well-suited to AI workloads with high volumes of data, according to Goldman Sachs.</p><p style=\"text-align: start;\">Beyond AI workloads, Oracle is still seeing growth from companies migrating their data to the cloud, Zelnick said. Investors could be underestimating the growth of Oracle’s non-OCI revenue, he added.</p><p>For ServiceNow, Borges believes the company will be able to grow revenues organically at around 20% annually through 2029. The workflow-management company has developed what it calls an AI Control Tower to provide governance and oversight for AI agents across a company.</p><p style=\"text-align: start;\">“We believe outsized value will accrue in the agent orchestration layer that controls and governs agents across multiple vendors,” putting ServiceNow in a good spot, Borges wrote.</p><p style=\"text-align: start;\">ServiceNow has also ramped up its acquisition strategy recently, announcing plans to buy cybersecurity firm Armis at the end of 2025 to expand its cybersecurity offerings. ServiceNow aims to integrate Armis’ real-time threat intelligence with its automated workflows to proactively reduce security risks. The acquisition could help create “a meaningful new product cycle for ServiceNow” over the next five years, according to Borges.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4127":"投资银行业与经纪业","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU1032955483.USD":"NORDEA 1 STABLE RETURN \"HB\" (USDHDG) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - 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Microsoft, Oracle and ServiceNow fall into this category.Over the past year, semiconductor stocks have dramatically outperformed software stocks, with the iShares Semiconductor ETF gaining 52% and the iShares Expanded Tech-Software Sector ETF rising just 8%.However, the next three years will present revenue acceleration opportunities for the above companies, Goldman Sachs analyst Gabriela Borges wrote in a Sunday note. AI could expand the total addressable market for software by roughly 30% through 2037, she added.Goldman Sachs named Microsoft its top pick among AI infrastructure names thanks to its multitude of opportunities to monetize its Azure cloud business. Borges expects Azure to drive revenue estimates higher in 2026 as it capitalizes on a “fungible” capacity, meaning that its data centers can be easily utilized for a variety of different workloads and customers.Beyond its massive cloud infrastructure, Microsoft is cementing its leadership in the software-application layer with the introduction of Agent 365 and Foundry. These products allow customers to build custom AI agents with governance and security controls, making Microsoft a critical player in the “orchestration layer” to manage chatbots, Borges wrote.Analysts at Goldman Sachs and Deutsche Bank both called Oracle a top pick. Deutsche Bank’s Brad Zelnick noted that Oracle’s future deal pipeline has swelled to over $500 billion, making it an industry leader in deploying AI infrastructure at scale.Oracle Cloud Infrastructure, the company’s cloud platform, has hit an “inflection point” thanks to robust demand for AI workloads, Borges wrote. She anticipates that revenue will accelerate in 2026 as the company converts these deals into recognized revenue.Oracle’s unique database architecture, which was built to promote speed and efficiency between servers, is especially well-suited to AI workloads with high volumes of data, according to Goldman Sachs.Beyond AI workloads, Oracle is still seeing growth from companies migrating their data to the cloud, Zelnick said. Investors could be underestimating the growth of Oracle’s non-OCI revenue, he added.For ServiceNow, Borges believes the company will be able to grow revenues organically at around 20% annually through 2029. The workflow-management company has developed what it calls an AI Control Tower to provide governance and oversight for AI agents across a company.“We believe outsized value will accrue in the agent orchestration layer that controls and governs agents across multiple vendors,” putting ServiceNow in a good spot, Borges wrote.ServiceNow has also ramped up its acquisition strategy recently, announcing plans to buy cybersecurity firm Armis at the end of 2025 to expand its cybersecurity offerings. ServiceNow aims to integrate Armis’ real-time threat intelligence with its automated workflows to proactively reduce security risks. The acquisition could help create “a meaningful new product cycle for ServiceNow” over the next five years, according to Borges.","news_type":1,"symbols_score_info":{"MSFU":2,"IGV":2,"MSFL":2,"SOXX":2,"MSFT":2.1,"NOW":2.1,"ORCL":2.1}},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":513848995942496,"gmtCreate":1766481788420,"gmtModify":1766481792364,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/513848995942496","repostId":"1106683343","repostType":2,"repost":{"id":"1106683343","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":1766475033,"share":"https://ttm.financial/m/news/1106683343?lang=en_US&edition=fundamental","pubTime":"2025-12-23 15:30","market":"us","language":"en","title":"Prepare for the \"January Effect\" Following the \"Santa Claus Rally\", Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1106683343","media":"Tiger Newspress","summary":"The \"Santa Claus rally\" period, spanning from December 24 to January 5, has historically yielded impressive returns for investors, with the S&P 500 (SP500) averaging a 1.6% gain since 1928.  This...","content":"<html><head></head><body><p>The &#34;Santa Claus rally&#34; period, spanning from December 24 to January 5, has historically yielded impressive returns for investors, with the S&amp;P 500 (SP500) averaging a 1.6% gain since 1928.</p>\n\n<p>This index has traded higher 77% of the time, with positive performance in 75 out of 97 years during this seven-day window. This is significantly better compared to a typical seven-day period, which has only averaged a 0.2% gain with a 57% positive hit rate, according to Ari H. Wald, head of technical analysis at Oppenheimer.</p>\n\n<p>However, when the Santa Claus rally does not occur, the following one to two quarters tend to have below-average performance.</p>\n\n<p>&#34;Since 1928, the S&amp;P 500 (SP500) has averaged a 1% loss in the three months after a negative Santa Claus rally, compared to an average 2.6% gain following a positive one,&#34; Wald noted, alluding to the old Wall Street adage: &#34;If Santa should fail to call, bears may come to Broad &amp; Wall.&#34;</p>\n\n<p>Looking ahead to January, Oppenheimer analysts have identified promising signals based on the index’s position relative to its 200-day moving average. Since 1950, the S&amp;P 500 (SP500) has averaged a 1.2% gain and traded higher 64% of the time when starting January above its smoothed trend, compared to a 0.7% gain and a 50% positive hit rate when it starts below this threshold. Presently, the index is above this crucial technical level.</p>\n\n<p>Furthermore, January has been the worst-performing month for the momentum factor (SPMO), which measures the performance of market leaders versus laggards over the past 12 months. December’s outperformance often results from tax loss harvesting, where investors sell losing stocks to offset capital gains tax liability. This makes January the weakest month for momentum strategies as the prior year’s &#34;losers&#34; are often repurchased in what is known as the January Effect.</p>\n\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/412eae6bcf4c2182ac57114769a7e840\" alt=\"Momentum Factor (Long High + Short Low): Avg Returns\" title=\"Momentum Factor (Long High + Short Low): Avg Returns\" tg-width=\"640\" tg-height=\"405\"/><span>Momentum Factor (Long High + Short Low): Avg Returns</span></p>\n</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>Prepare for the \"January Effect\" Following the \"Santa Claus Rally\", Says Analyst</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\">\nPrepare for the \"January Effect\" Following the \"Santa Claus Rally\", Says Analyst\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\">2025-12-23 15:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The &#34;Santa Claus rally&#34; period, spanning from December 24 to January 5, has historically yielded impressive returns for investors, with the S&amp;P 500 (SP500) averaging a 1.6% gain since 1928.</p>\n\n<p>This index has traded higher 77% of the time, with positive performance in 75 out of 97 years during this seven-day window. This is significantly better compared to a typical seven-day period, which has only averaged a 0.2% gain with a 57% positive hit rate, according to Ari H. Wald, head of technical analysis at Oppenheimer.</p>\n\n<p>However, when the Santa Claus rally does not occur, the following one to two quarters tend to have below-average performance.</p>\n\n<p>&#34;Since 1928, the S&amp;P 500 (SP500) has averaged a 1% loss in the three months after a negative Santa Claus rally, compared to an average 2.6% gain following a positive one,&#34; Wald noted, alluding to the old Wall Street adage: &#34;If Santa should fail to call, bears may come to Broad &amp; Wall.&#34;</p>\n\n<p>Looking ahead to January, Oppenheimer analysts have identified promising signals based on the index’s position relative to its 200-day moving average. Since 1950, the S&amp;P 500 (SP500) has averaged a 1.2% gain and traded higher 64% of the time when starting January above its smoothed trend, compared to a 0.7% gain and a 50% positive hit rate when it starts below this threshold. Presently, the index is above this crucial technical level.</p>\n\n<p>Furthermore, January has been the worst-performing month for the momentum factor (SPMO), which measures the performance of market leaders versus laggards over the past 12 months. December’s outperformance often results from tax loss harvesting, where investors sell losing stocks to offset capital gains tax liability. This makes January the weakest month for momentum strategies as the prior year’s &#34;losers&#34; are often repurchased in what is known as the January Effect.</p>\n\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/412eae6bcf4c2182ac57114769a7e840\" alt=\"Momentum Factor (Long High + Short Low): Avg Returns\" title=\"Momentum Factor (Long High + Short Low): Avg Returns\" tg-width=\"640\" tg-height=\"405\"/><span>Momentum Factor (Long High + Short Low): Avg Returns</span></p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106683343","content_text":"The \"Santa Claus rally\" period, spanning from December 24 to January 5, has historically yielded impressive returns for investors, with the S&P 500 (SP500) averaging a 1.6% gain since 1928.\nThis index has traded higher 77% of the time, with positive performance in 75 out of 97 years during this seven-day window. This is significantly better compared to a typical seven-day period, which has only averaged a 0.2% gain with a 57% positive hit rate, according to Ari H. Wald, head of technical analysis at Oppenheimer.\nHowever, when the Santa Claus rally does not occur, the following one to two quarters tend to have below-average performance.\n\"Since 1928, the S&P 500 (SP500) has averaged a 1% loss in the three months after a negative Santa Claus rally, compared to an average 2.6% gain following a positive one,\" Wald noted, alluding to the old Wall Street adage: \"If Santa should fail to call, bears may come to Broad & Wall.\"\nLooking ahead to January, Oppenheimer analysts have identified promising signals based on the index’s position relative to its 200-day moving average. Since 1950, the S&P 500 (SP500) has averaged a 1.2% gain and traded higher 64% of the time when starting January above its smoothed trend, compared to a 0.7% gain and a 50% positive hit rate when it starts below this threshold. Presently, the index is above this crucial technical level.\nFurthermore, January has been the worst-performing month for the momentum factor (SPMO), which measures the performance of market leaders versus laggards over the past 12 months. December’s outperformance often results from tax loss harvesting, where investors sell losing stocks to offset capital gains tax liability. This makes January the weakest month for momentum strategies as the prior year’s \"losers\" are often repurchased in what is known as the January Effect.\nMomentum Factor (Long High + Short Low): Avg Returns","news_type":1,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2}},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":513506407768576,"gmtCreate":1766395330390,"gmtModify":1766395334084,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/513506407768576","repostId":"511787403186616","repostType":1,"repost":{"id":511787403186616,"gmtCreate":1765972717428,"gmtModify":1765972864466,"author":{"id":"3527667668165440","authorId":"3527667668165440","name":"Capital_Insights","avatar":"https://static.tigerbbs.com/cfdc66fff48bb2b9e2d328ac5eb33100","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667668165440","idStr":"3527667668165440"},"themes":[],"title":"Goldman Sachs Outlook: 3 Major Sectors & 5 \"Strong Buy\" Stocks in 2026","htmlText":"As global stock markets repeatedly reach new highs, investors are actively seeking the next phase of investment opportunities. <a href=\"https://ttm.financial/S/GS\">$Goldman Sachs(GS)$</a> , a top Wall Street investment bank, recently released a research report pointing out that against the backdrop of anticipated market corrections, sectors with sustainable dividend growth potential may become safe havens for funds, and specifically favors the dividend growth potential of the healthcare, utilities, and industrial sectors in 2026.Goldman Sachs forecasts positive outlook for U.S. stocks through 2026Goldman Sachs Predicts 6% Dividend Growth in 2026Goldman Sachs has lifted its 12-month <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> target to 6,900, up from 6,500 — its second up","listText":"As global stock markets repeatedly reach new highs, investors are actively seeking the next phase of investment opportunities. <a href=\"https://ttm.financial/S/GS\">$Goldman Sachs(GS)$</a> , a top Wall Street investment bank, recently released a research report pointing out that against the backdrop of anticipated market corrections, sectors with sustainable dividend growth potential may become safe havens for funds, and specifically favors the dividend growth potential of the healthcare, utilities, and industrial sectors in 2026.Goldman Sachs forecasts positive outlook for U.S. stocks through 2026Goldman Sachs Predicts 6% Dividend Growth in 2026Goldman Sachs has lifted its 12-month <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> target to 6,900, up from 6,500 — its second up","text":"As global stock markets repeatedly reach new highs, investors are actively seeking the next phase of investment opportunities. $Goldman Sachs(GS)$ , a top Wall Street investment bank, recently released a research report pointing out that against the backdrop of anticipated market corrections, sectors with sustainable dividend growth potential may become safe havens for funds, and specifically favors the dividend growth potential of the healthcare, utilities, and industrial sectors in 2026.Goldman Sachs forecasts positive outlook for U.S. stocks through 2026Goldman Sachs Predicts 6% Dividend Growth in 2026Goldman Sachs has lifted its 12-month $S&P 500(.SPX)$ target to 6,900, up from 6,500 — its second up","images":[{"img":"https://community-static.tradeup.com/news/d3fcbf2c2025f2758e01c9c9269cf007"},{"img":"https://community-static.tradeup.com/news/fad75205067212ee76511d138a259a20"},{"img":"https://community-static.tradeup.com/news/62e040c4d73c741662d709873cd4f330"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/511787403186616","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":512290470961712,"gmtCreate":1766098559912,"gmtModify":1766098562078,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/512290470961712","repostId":"2592861201","repostType":2,"repost":{"id":"2592861201","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":1766097600,"share":"https://ttm.financial/m/news/2592861201?lang=en_US&edition=fundamental","pubTime":"2025-12-19 06:40","market":"us","language":"en","title":"Nvidia and Other Chip Stocks Rise — but the AI Trade May Not Be Back for Good","url":"https://stock-news.laohu8.com/highlight/detail?id=2592861201","media":"Dow Jones","summary":"Micron’s outlook lifted AI stocks across the board on Thursday, but a more sustained catalyst may not arrive until next year.","content":"<html><head></head><body><p style=\"text-align: start;\">Some on Wall Street aren’t buying that Thursday’s artificial-intelligence rally will sustain, at least in the short run.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and a host of other AI stocks rose on Thursday, buoyed by <a href=\"https://laohu8.com/S/MU\">Micron Technology</a>’s upbeat messaging and forecast. The memory-chip maker not only gave a quarterly revenue forecast late Wednesday that was some 30% above the consensus level, but it also talked up robust opportunities beyond that, as AI demand continues to pour in.</p><p>The commentary was welcome news for investors in AI stocks, which have been weighed down in recent weeks largely due to debt concerns. Many AI companies are betting big on future business with OpenAI, but Wall Street has become more jittery about the ChatGPT maker’s potential to see through its ambitious plans in the future. Meanwhile, in the present, trendy players like Oracle and <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> are leveraging up to finance their AI buildouts.</p><p style=\"text-align: start;\">Yet Mizuho trading-desk analyst Jordan Klein on Thursday wrote that he was “not here calling for a massive reversal” in chip stocks and other AI capital-expenditure beneficiaries, even after Micron’s strong report.</p><p style=\"text-align: start;\">“I have no clue when that happens,” but it’s probably more of a 2026 dynamic, he said.</p><p style=\"text-align: start;\">What Klein thinks needs to happen is for new large language models that train on Nvidia’s Blackwell chips to “offer major improvements vs. anything we have seen to date.” He noted that they specifically need to show better outcomes than <a href=\"https://laohu8.com/S/GOOG\">Google</a>’s Gemini, which was trained on the company’s in-house tensor processing units co-developed alongside <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>.</p><p>“I am as confident as ever in the AI capex beneficiaries coming back strong to make new highs again,” Klein wrote. But in the meantime, there’s been a rotation out of major technology winners and into other corners of the market — one that Klein deemed to be healthy for overall market dynamics.</p><p style=\"text-align: start;\">Joe Mazzola, head trading and derivatives strategist at Charles Schwab, also noted that Micron’s report was lifting AI-linked stocks across the board Thursday — including energy names like <a href=\"https://laohu8.com/S/CEG\">Constellation</a> and highflying software names like <a href=\"https://laohu8.com/S/PLTR\">Palantir</a>, which were up 5.9% and 4.7%, respectively.</p><p style=\"text-align: start;\">“But one day isn’t necessarily going to change the overall pattern of investors moving out of tech and into other sectors, something evident in the fact that 63% of S&amp;P 500 stocks have outperformed the index over the last month even as the market-cap-weighted index itself has fallen,” Mazzola said in emailed comments.</p><p style=\"text-align: start;\">Nvidia and AMD shares were up 1.9% and 1.5%, respectively, on Thursday. Broadcom’s stock gained 1.2%, while Oracle shares rose 0.9%.</p><p style=\"text-align: start;\">Micron’s strong earnings results are a reminder that demand for AI computing is still far outpacing supply, D.A. Davidson analyst Gil Luria said. While some of the demand drivers are specific to Micron’s role as a memory-chip maker, “they are also an indication of an accelerating rate of purchasing,” he said in emailed comments.</p><p style=\"text-align: start;\">Investors already got that message from Nvidia and hyperscale cloud companies that reported results over the past two months, but Micron’s report “comes at an opportune time as the narrative around AI has turned negative,” Luria said.</p><p style=\"text-align: start;\">Micron’s report itself might not be enough to turn negative sentiment about the AI trade around, he added, but it serves as a reminder to investors that AI winners still exist, “even as debt-laden overextensions” in the market, such as Oracle and CoreWeave, spur investor concerns.</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>Nvidia and Other Chip Stocks Rise — but the AI Trade May Not Be Back for Good</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\">\nNvidia and Other Chip Stocks Rise — but the AI Trade May Not Be Back for Good\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\">2025-12-19 06:40</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Some on Wall Street aren’t buying that Thursday’s artificial-intelligence rally will sustain, at least in the short run.</p><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, <a href=\"https://laohu8.com/S/AMD\">Advanced Micro Devices</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and a host of other AI stocks rose on Thursday, buoyed by <a href=\"https://laohu8.com/S/MU\">Micron Technology</a>’s upbeat messaging and forecast. The memory-chip maker not only gave a quarterly revenue forecast late Wednesday that was some 30% above the consensus level, but it also talked up robust opportunities beyond that, as AI demand continues to pour in.</p><p>The commentary was welcome news for investors in AI stocks, which have been weighed down in recent weeks largely due to debt concerns. Many AI companies are betting big on future business with OpenAI, but Wall Street has become more jittery about the ChatGPT maker’s potential to see through its ambitious plans in the future. Meanwhile, in the present, trendy players like Oracle and <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> are leveraging up to finance their AI buildouts.</p><p style=\"text-align: start;\">Yet Mizuho trading-desk analyst Jordan Klein on Thursday wrote that he was “not here calling for a massive reversal” in chip stocks and other AI capital-expenditure beneficiaries, even after Micron’s strong report.</p><p style=\"text-align: start;\">“I have no clue when that happens,” but it’s probably more of a 2026 dynamic, he said.</p><p style=\"text-align: start;\">What Klein thinks needs to happen is for new large language models that train on Nvidia’s Blackwell chips to “offer major improvements vs. anything we have seen to date.” He noted that they specifically need to show better outcomes than <a href=\"https://laohu8.com/S/GOOG\">Google</a>’s Gemini, which was trained on the company’s in-house tensor processing units co-developed alongside <a href=\"https://laohu8.com/S/AVGO\">Broadcom</a>.</p><p>“I am as confident as ever in the AI capex beneficiaries coming back strong to make new highs again,” Klein wrote. But in the meantime, there’s been a rotation out of major technology winners and into other corners of the market — one that Klein deemed to be healthy for overall market dynamics.</p><p style=\"text-align: start;\">Joe Mazzola, head trading and derivatives strategist at Charles Schwab, also noted that Micron’s report was lifting AI-linked stocks across the board Thursday — including energy names like <a href=\"https://laohu8.com/S/CEG\">Constellation</a> and highflying software names like <a href=\"https://laohu8.com/S/PLTR\">Palantir</a>, which were up 5.9% and 4.7%, respectively.</p><p style=\"text-align: start;\">“But one day isn’t necessarily going to change the overall pattern of investors moving out of tech and into other sectors, something evident in the fact that 63% of S&amp;P 500 stocks have outperformed the index over the last month even as the market-cap-weighted index itself has fallen,” Mazzola said in emailed comments.</p><p style=\"text-align: start;\">Nvidia and AMD shares were up 1.9% and 1.5%, respectively, on Thursday. Broadcom’s stock gained 1.2%, while Oracle shares rose 0.9%.</p><p style=\"text-align: start;\">Micron’s strong earnings results are a reminder that demand for AI computing is still far outpacing supply, D.A. Davidson analyst Gil Luria said. While some of the demand drivers are specific to Micron’s role as a memory-chip maker, “they are also an indication of an accelerating rate of purchasing,” he said in emailed comments.</p><p style=\"text-align: start;\">Investors already got that message from Nvidia and hyperscale cloud companies that reported results over the past two months, but Micron’s report “comes at an opportune time as the narrative around AI has turned negative,” Luria said.</p><p style=\"text-align: start;\">Micron’s report itself might not be enough to turn negative sentiment about the AI trade around, he added, but it serves as a reminder to investors that AI winners still exist, “even as debt-laden overextensions” in the market, such as Oracle and CoreWeave, spur investor concerns.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","PLTR":"Palantir Technologies Inc.","MU":"美光科技","CEG":"Constellation Energy Corp","ORCL":"甲骨文","AVGO":"博通","AMD":"美国超微公司","CRWV":"CoreWeave, Inc."},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2592861201","content_text":"Some on Wall Street aren’t buying that Thursday’s artificial-intelligence rally will sustain, at least in the short run.Nvidia, Advanced Micro Devices, Oracle and a host of other AI stocks rose on Thursday, buoyed by Micron Technology’s upbeat messaging and forecast. The memory-chip maker not only gave a quarterly revenue forecast late Wednesday that was some 30% above the consensus level, but it also talked up robust opportunities beyond that, as AI demand continues to pour in.The commentary was welcome news for investors in AI stocks, which have been weighed down in recent weeks largely due to debt concerns. Many AI companies are betting big on future business with OpenAI, but Wall Street has become more jittery about the ChatGPT maker’s potential to see through its ambitious plans in the future. Meanwhile, in the present, trendy players like Oracle and CoreWeave are leveraging up to finance their AI buildouts.Yet Mizuho trading-desk analyst Jordan Klein on Thursday wrote that he was “not here calling for a massive reversal” in chip stocks and other AI capital-expenditure beneficiaries, even after Micron’s strong report.“I have no clue when that happens,” but it’s probably more of a 2026 dynamic, he said.What Klein thinks needs to happen is for new large language models that train on Nvidia’s Blackwell chips to “offer major improvements vs. anything we have seen to date.” He noted that they specifically need to show better outcomes than Google’s Gemini, which was trained on the company’s in-house tensor processing units co-developed alongside Broadcom.“I am as confident as ever in the AI capex beneficiaries coming back strong to make new highs again,” Klein wrote. But in the meantime, there’s been a rotation out of major technology winners and into other corners of the market — one that Klein deemed to be healthy for overall market dynamics.Joe Mazzola, head trading and derivatives strategist at Charles Schwab, also noted that Micron’s report was lifting AI-linked stocks across the board Thursday — including energy names like Constellation and highflying software names like Palantir, which were up 5.9% and 4.7%, respectively.“But one day isn’t necessarily going to change the overall pattern of investors moving out of tech and into other sectors, something evident in the fact that 63% of S&P 500 stocks have outperformed the index over the last month even as the market-cap-weighted index itself has fallen,” Mazzola said in emailed comments.Nvidia and AMD shares were up 1.9% and 1.5%, respectively, on Thursday. Broadcom’s stock gained 1.2%, while Oracle shares rose 0.9%.Micron’s strong earnings results are a reminder that demand for AI computing is still far outpacing supply, D.A. Davidson analyst Gil Luria said. While some of the demand drivers are specific to Micron’s role as a memory-chip maker, “they are also an indication of an accelerating rate of purchasing,” he said in emailed comments.Investors already got that message from Nvidia and hyperscale cloud companies that reported results over the past two months, but Micron’s report “comes at an opportune time as the narrative around AI has turned negative,” Luria said.Micron’s report itself might not be enough to turn negative sentiment about the AI trade around, he added, but it serves as a reminder to investors that AI winners still exist, “even as debt-laden overextensions” in the market, such as Oracle and CoreWeave, spur investor concerns.","news_type":1,"symbols_score_info":{"AMD":2,"AVGO":2,"CEG":2,"MU":2,"CRWV":2,"PLTR":2,"NVDA":2,"ORCL":2}},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":511393798374032,"gmtCreate":1765879567581,"gmtModify":1765879571514,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/511393798374032","repostId":"2591603232","repostType":2,"isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":507253934830384,"gmtCreate":1764863005326,"gmtModify":1764863007753,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/507253934830384","repostId":"2588838606","repostType":2,"repost":{"id":"2588838606","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":1764859281,"share":"https://ttm.financial/m/news/2588838606?lang=en_US&edition=fundamental","pubTime":"2025-12-04 22:41","market":"fut","language":"en","title":"Klarna Launching Premium, Max Membership Plans in the US","url":"https://stock-news.laohu8.com/highlight/detail?id=2588838606","media":"MT Newswires Live","summary":"Klarna , the \"buy now, pay later\" firm, said Thursday it has expanded its membership program with the launch of Premium and Max plans in the US.The membership plans provide perks like airport lounge access, travel insurance and subscriptions without the need for customers to take on debt or reach a spending requirement, the company said.The membership plans are being provided in partnership with WebBank, Klarna said.Price: 30.81, Change: +0.24, Percent Change: +0.80","content":"<html><body><p> Klarna (KLAR), the \"buy now, pay later\" firm, said Thursday it has expanded its membership program with the launch of Premium and Max plans in the US.</p><p>The membership plans provide perks like airport lounge access, travel insurance and subscriptions without the need for customers to take on debt or reach a spending requirement, the company said.</p><p>The membership plans are being provided in partnership with WebBank, Klarna said.</p><p>Price: 30.81, Change: +0.24, Percent Change: +0.80</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>Klarna Launching Premium, Max Membership Plans in the US</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\">\nKlarna Launching Premium, Max Membership Plans in the US\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\">2025-12-04 22:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Klarna (KLAR), the \"buy now, pay later\" firm, said Thursday it has expanded its membership program with the launch of Premium and Max plans in the US.</p><p>The membership plans provide perks like airport lounge access, travel insurance and subscriptions without the need for customers to take on debt or reach a spending requirement, the company said.</p><p>The membership plans are being provided in partnership with WebBank, Klarna said.</p><p>Price: 30.81, Change: +0.24, Percent Change: +0.80</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KLAR":"Klarna Group plc","BK4227":"交易和支付处理服务"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2588838606","content_text":"Klarna (KLAR), the \"buy now, pay later\" firm, said Thursday it has expanded its membership program with the launch of Premium and Max plans in the US.The membership plans provide perks like airport lounge access, travel insurance and subscriptions without the need for customers to take on debt or reach a spending requirement, the company said.The membership plans are being provided in partnership with WebBank, Klarna said.Price: 30.81, Change: +0.24, Percent Change: +0.80","news_type":1,"symbols_score_info":{"KLAR":1.5}},"isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":501029710721960,"gmtCreate":1763363448827,"gmtModify":1763363452430,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/501029710721960","repostId":"500117302071624","repostType":1,"repost":{"id":500117302071624,"gmtCreate":1763118529600,"gmtModify":1763118638214,"author":{"id":"3527667668165440","authorId":"3527667668165440","name":"Capital_Insights","avatar":"https://static.tigerbbs.com/cfdc66fff48bb2b9e2d328ac5eb33100","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667668165440","idStr":"3527667668165440"},"themes":[],"title":"💥Buying the Dip on Circle! Cathie Wood’s New Move: Slashing Tesla & SOFI —What’s Her Game?","htmlText":"In mid-November, Cathie Wood made another round of headline-worthy moves—and this time, they’re anything but subtle.Cathie WoodARK Invest released its daily trading activity for Wednesday, November 12, 2025, revealing several major shifts in positioning. The standout transaction was a purchase of 353,328 shares of <a href=\"https://ttm.financial/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> worth $34,732,142. This buy came on the very same day Circle’s stock dropped roughly 12%.In stark contrast, ARK significantly trimmed its position in <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> selling 70,474 shares worth $30,981,779, while also unloading 43,940 shares of <a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a> for $1,359,943. These weren’t isolated mov","listText":"In mid-November, Cathie Wood made another round of headline-worthy moves—and this time, they’re anything but subtle.Cathie WoodARK Invest released its daily trading activity for Wednesday, November 12, 2025, revealing several major shifts in positioning. The standout transaction was a purchase of 353,328 shares of <a href=\"https://ttm.financial/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> worth $34,732,142. This buy came on the very same day Circle’s stock dropped roughly 12%.In stark contrast, ARK significantly trimmed its position in <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> selling 70,474 shares worth $30,981,779, while also unloading 43,940 shares of <a href=\"https://ttm.financial/S/SOFI\">$SoFi Technologies Inc.(SOFI)$</a> for $1,359,943. These weren’t isolated mov","text":"In mid-November, Cathie Wood made another round of headline-worthy moves—and this time, they’re anything but subtle.Cathie WoodARK Invest released its daily trading activity for Wednesday, November 12, 2025, revealing several major shifts in positioning. The standout transaction was a purchase of 353,328 shares of $Circle Internet Corp.(CRCL)$ worth $34,732,142. This buy came on the very same day Circle’s stock dropped roughly 12%.In stark contrast, ARK significantly trimmed its position in $Tesla Motors(TSLA)$ selling 70,474 shares worth $30,981,779, while also unloading 43,940 shares of $SoFi Technologies Inc.(SOFI)$ for $1,359,943. These weren’t isolated mov","images":[{"img":"https://community-static.tradeup.com/news/bc5470193dc1af2b89cdbfec92ecb292"},{"img":"https://community-static.tradeup.com/news/b8dff7461debd053ad59ef7784c7ce1e"},{"img":"https://community-static.tradeup.com/news/5c143c3e897669942f8bcefdd883b03f"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/500117302071624","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":499407099290080,"gmtCreate":1762950651432,"gmtModify":1762950655472,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/499407099290080","repostId":"1122446384","repostType":2,"repost":{"id":"1122446384","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":1762949337,"share":"https://ttm.financial/m/news/1122446384?lang=en_US&edition=fundamental","pubTime":"2025-11-12 20:08","market":"us","language":"en","title":"Goldman Strategists See US Stocks Lagging All Peers Next Decade","url":"https://stock-news.laohu8.com/highlight/detail?id=1122446384","media":"Tiger Newspress","summary":"Goldman Sachs strategist Peter Oppenheimer, who accurately predicted Wall Street’s underperformance this year, expects US equities to lag for the next decade. He advised investors to diversify beyond...","content":"<html><head></head><body><p>Goldman Sachs strategist Peter Oppenheimer, who accurately predicted Wall Street’s underperformance this year, expects US equities to lag for the next decade. He advised investors to diversify beyond the US as high valuations limit further gains.</p><p>Oppenheimer’s team projects the S&amp;P 500 to deliver annual returns of 6.5% over the next 10 years — the weakest among major regions — while emerging markets are forecast to lead with 10.9% yearly gains. After a decade of dominance fueled by tech and AI enthusiasm, the S&amp;P 500’s 16% rise this year trails the 27% advance in MSCI’s global index excluding the US.</p><p>“Diversify beyond the US, with a tilt toward emerging markets,” Oppenheimer’s team wrote, citing higher nominal GDP growth and structural reforms that favor EM, and noting that AI’s long-term benefits will be global rather than US-centric.</p><p>Emerging-market growth is expected to be driven by strong earnings in China and India. Asia excluding Japan is seen delivering 10.3% annual returns, Japan 8.2% supported by improved corporate governance, and Europe 7.1%.</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>Goldman Strategists See US Stocks Lagging All Peers Next Decade</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGoldman Strategists See US Stocks Lagging All Peers Next Decade\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\">2025-11-12 20:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Goldman Sachs strategist Peter Oppenheimer, who accurately predicted Wall Street’s underperformance this year, expects US equities to lag for the next decade. He advised investors to diversify beyond the US as high valuations limit further gains.</p><p>Oppenheimer’s team projects the S&amp;P 500 to deliver annual returns of 6.5% over the next 10 years — the weakest among major regions — while emerging markets are forecast to lead with 10.9% yearly gains. After a decade of dominance fueled by tech and AI enthusiasm, the S&amp;P 500’s 16% rise this year trails the 27% advance in MSCI’s global index excluding the US.</p><p>“Diversify beyond the US, with a tilt toward emerging markets,” Oppenheimer’s team wrote, citing higher nominal GDP growth and structural reforms that favor EM, and noting that AI’s long-term benefits will be global rather than US-centric.</p><p>Emerging-market growth is expected to be driven by strong earnings in China and India. Asia excluding Japan is seen delivering 10.3% annual returns, Japan 8.2% supported by improved corporate governance, and Europe 7.1%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122446384","content_text":"Goldman Sachs strategist Peter Oppenheimer, who accurately predicted Wall Street’s underperformance this year, expects US equities to lag for the next decade. He advised investors to diversify beyond the US as high valuations limit further gains.Oppenheimer’s team projects the S&P 500 to deliver annual returns of 6.5% over the next 10 years — the weakest among major regions — while emerging markets are forecast to lead with 10.9% yearly gains. After a decade of dominance fueled by tech and AI enthusiasm, the S&P 500’s 16% rise this year trails the 27% advance in MSCI’s global index excluding the US.“Diversify beyond the US, with a tilt toward emerging markets,” Oppenheimer’s team wrote, citing higher nominal GDP growth and structural reforms that favor EM, and noting that AI’s long-term benefits will be global rather than US-centric.Emerging-market growth is expected to be driven by strong earnings in China and India. Asia excluding Japan is seen delivering 10.3% annual returns, Japan 8.2% supported by improved corporate governance, and Europe 7.1%.","news_type":1,"symbols_score_info":{".DJI":2,".SPX":2,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":497636965884752,"gmtCreate":1762515914440,"gmtModify":1762515918188,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/497636965884752","repostId":"2581015955","repostType":2,"repost":{"id":"2581015955","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":1762502400,"share":"https://ttm.financial/m/news/2581015955?lang=en_US&edition=fundamental","pubTime":"2025-11-07 16:00","market":"us","language":"en","title":"Is AI Too Big to Fail? OpenAI’s Finance Chief May Have Said the Quiet Part Out Loud","url":"https://stock-news.laohu8.com/highlight/detail?id=2581015955","media":"Dow Jones","summary":"The time-honored cliché that owing a bank $100 is your problem, but owing a $1 million dollars is the bank’s problem found new life during the global financial crisis.","content":"<html><head></head><body><p style=\"text-align: start;\">The time-honored cliché that owing a bank $100 is your problem, but owing a $1 million dollars is the bank’s problem found new life during the global financial crisis.</p><p>Individual mortgage borrowers were on the hook for relatively modest amounts, but those sums totaled many hundreds of billions of dollars.</p><p>And we know how that ended.</p><p>That is what makes a hint from OpenAI finance chief Sarah Friar all the more worrying. During a discussion at The Wall Street Journal’s Tech Live Event on Wednesday in New York City, Friar detailed the need for an “ecosystem” of financing that could ultimately fund the trillions in artificial intelligence infrastructure the tech industry says it needs to function.</p><p>She also mused about the idea of a government “backstop,” or “the guarantee that allows the financing to happen” as OpenAI and other companies “build out the full infrastructure today that allows more compute to come into the world.”</p><p style=\"text-align: start;\">It’s probably not the sort of language investors want to hear from the head bean counter at the beating heart of the AI investment boom; OpenAI has made around $1.5 trillion in spending commitments against current annual revenue of around $13 billion.</p><p style=\"text-align: start;\">It’s also not want investors want to hear from OpenAI, which is the world’s most-valuable start up and could come to market with a $1 trillion price tag next year if it so desired. And certainly not when fixed-income traders are marking up debt protection costs for <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, the tech giant whose future revenue growth is tethered to OpenAI’s ambitions. Credit default swaps on Oracle’s five-year bonds are trading at the highest levels since 2023, and have risen nearly 50% over the past month alone, based on fixed-income market data obtained by CNBC.</p><p>Oracle raised $18 billion in a multipart bond issue in early October that included paper maturing in 2065. Reports suggested investor demand for the sale—the second-largest corporate bond offering of the year—reached $88 billion.</p><p style=\"text-align: start;\">But a lot has changed since then.</p><p style=\"text-align: start;\">Cracks in the private credit debt market are starting to cause ripple effects in other corners of the fixed-income space.</p><p style=\"text-align: start;\">The use of special purpose vehicles and other exotic forms of financing to keep new debt off the balance sheets of certain tech companies is raising eyebrows. Titanic levels of capital spending from the biggest AI hyperscalers has also continued to increase.</p><p style=\"text-align: start;\">Global tech junk bond issuance, meanwhile, is quietly on pace to surpass the record high reached in 2020, while overall debt sales from companies, governments, and agencies is likely to top $6 trillion before the end of the year.</p><p style=\"text-align: start;\">Friar walked back some of her remarks in a Wednesday evening LinkedIn post, claiming her use of the word “backstop…muddied the point.”</p><p>“OpenAI is not seeking a government backstop for our infrastructure commitments,” she wrote. “American strength in technology will come from building real industrial capacity which requires the private sector and government playing their part.”</p><p style=\"text-align: start;\">Backstop or no, the taxpayer is already doing its fair share of the heavy lifting.</p><p style=\"text-align: start;\">Tax breaks from the One Big Beautiful Bill Act make AI investments immensely more attractive by allowing companies to deduct the full cost of new assets. Support for the chip sector among both Democrats and Republican members of the House of Representatives remains central to the government’s economic agenda.</p><p>Semiconductors are at the heart of American policy on trade, intellectual property protection, and, in many cases, national security. Top tech executives are regular visitors to the White House and often feted as new industrial heroes when they travel abroad—as was the case when <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>’s Jensen Huang visited South Korea last week and <a href=\"https://laohu8.com/S/AAPL\">Apple</a>’s Tim Cook traveled to China last month.</p><p style=\"text-align: start;\">Meanwhile, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> CEO Elon Musk—the world’s richest man— wants a $1 trillion pay deal tied in part to wealth he can create with his AI vision.</p><p>Friar’s use of the word “backstop” wasn’t a slip of the tongue, it was a candid admission of what everyone already knows: The stock market, the economy, and the U.S. government are all-in on AI.</p><p style=\"text-align: start;\">If OpenAI can’t find the funding for the hundreds of gigawatts of computing power it’s promising—let alone source the energy required to fuel it—the spillover effects will be significant. Nvidia has a stake in OpenAI. So does <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>. OpenAI has a stake in <a href=\"https://laohu8.com/S/AMD\">AMD</a>. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> added nearly $105 billion in stock market value when it unveiled a $38 billion contrac t between OpenAI and its web services division on Monday.</p><p style=\"text-align: start;\">Oracle, <a href=\"https://laohu8.com/S/INTC\">Intel</a>, and Microsoft, as well as smaller companies such as <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>, are all tied deeply into the OpenAI spending web.</p><p style=\"text-align: start;\">The trillions in AI capex, meanwhile, are responsible for the lion’s share of this year’s economic growth—and are powering an outsize portion of the stock market’s record highs.</p><p style=\"text-align: start;\">Put simply, whatever AI owes, it’s likely now everyone’s problem if it can’t be paid back.</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>Is AI Too Big to Fail? OpenAI’s Finance Chief May Have Said the Quiet Part Out Loud</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\">\nIs AI Too Big to Fail? OpenAI’s Finance Chief May Have Said the Quiet Part Out Loud\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\">2025-11-07 16:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">The time-honored cliché that owing a bank $100 is your problem, but owing a $1 million dollars is the bank’s problem found new life during the global financial crisis.</p><p>Individual mortgage borrowers were on the hook for relatively modest amounts, but those sums totaled many hundreds of billions of dollars.</p><p>And we know how that ended.</p><p>That is what makes a hint from OpenAI finance chief Sarah Friar all the more worrying. During a discussion at The Wall Street Journal’s Tech Live Event on Wednesday in New York City, Friar detailed the need for an “ecosystem” of financing that could ultimately fund the trillions in artificial intelligence infrastructure the tech industry says it needs to function.</p><p>She also mused about the idea of a government “backstop,” or “the guarantee that allows the financing to happen” as OpenAI and other companies “build out the full infrastructure today that allows more compute to come into the world.”</p><p style=\"text-align: start;\">It’s probably not the sort of language investors want to hear from the head bean counter at the beating heart of the AI investment boom; OpenAI has made around $1.5 trillion in spending commitments against current annual revenue of around $13 billion.</p><p style=\"text-align: start;\">It’s also not want investors want to hear from OpenAI, which is the world’s most-valuable start up and could come to market with a $1 trillion price tag next year if it so desired. And certainly not when fixed-income traders are marking up debt protection costs for <a href=\"https://laohu8.com/S/ORCL\">Oracle</a>, the tech giant whose future revenue growth is tethered to OpenAI’s ambitions. Credit default swaps on Oracle’s five-year bonds are trading at the highest levels since 2023, and have risen nearly 50% over the past month alone, based on fixed-income market data obtained by CNBC.</p><p>Oracle raised $18 billion in a multipart bond issue in early October that included paper maturing in 2065. Reports suggested investor demand for the sale—the second-largest corporate bond offering of the year—reached $88 billion.</p><p style=\"text-align: start;\">But a lot has changed since then.</p><p style=\"text-align: start;\">Cracks in the private credit debt market are starting to cause ripple effects in other corners of the fixed-income space.</p><p style=\"text-align: start;\">The use of special purpose vehicles and other exotic forms of financing to keep new debt off the balance sheets of certain tech companies is raising eyebrows. Titanic levels of capital spending from the biggest AI hyperscalers has also continued to increase.</p><p style=\"text-align: start;\">Global tech junk bond issuance, meanwhile, is quietly on pace to surpass the record high reached in 2020, while overall debt sales from companies, governments, and agencies is likely to top $6 trillion before the end of the year.</p><p style=\"text-align: start;\">Friar walked back some of her remarks in a Wednesday evening LinkedIn post, claiming her use of the word “backstop…muddied the point.”</p><p>“OpenAI is not seeking a government backstop for our infrastructure commitments,” she wrote. “American strength in technology will come from building real industrial capacity which requires the private sector and government playing their part.”</p><p style=\"text-align: start;\">Backstop or no, the taxpayer is already doing its fair share of the heavy lifting.</p><p style=\"text-align: start;\">Tax breaks from the One Big Beautiful Bill Act make AI investments immensely more attractive by allowing companies to deduct the full cost of new assets. Support for the chip sector among both Democrats and Republican members of the House of Representatives remains central to the government’s economic agenda.</p><p>Semiconductors are at the heart of American policy on trade, intellectual property protection, and, in many cases, national security. Top tech executives are regular visitors to the White House and often feted as new industrial heroes when they travel abroad—as was the case when <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>’s Jensen Huang visited South Korea last week and <a href=\"https://laohu8.com/S/AAPL\">Apple</a>’s Tim Cook traveled to China last month.</p><p style=\"text-align: start;\">Meanwhile, <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> CEO Elon Musk—the world’s richest man— wants a $1 trillion pay deal tied in part to wealth he can create with his AI vision.</p><p>Friar’s use of the word “backstop” wasn’t a slip of the tongue, it was a candid admission of what everyone already knows: The stock market, the economy, and the U.S. government are all-in on AI.</p><p style=\"text-align: start;\">If OpenAI can’t find the funding for the hundreds of gigawatts of computing power it’s promising—let alone source the energy required to fuel it—the spillover effects will be significant. Nvidia has a stake in OpenAI. So does <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>. OpenAI has a stake in <a href=\"https://laohu8.com/S/AMD\">AMD</a>. <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> added nearly $105 billion in stock market value when it unveiled a $38 billion contrac t between OpenAI and its web services division on Monday.</p><p style=\"text-align: start;\">Oracle, <a href=\"https://laohu8.com/S/INTC\">Intel</a>, and Microsoft, as well as smaller companies such as <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>, are all tied deeply into the OpenAI spending web.</p><p style=\"text-align: start;\">The trillions in AI capex, meanwhile, are responsible for the lion’s share of this year’s economic growth—and are powering an outsize portion of the stock market’s record highs.</p><p style=\"text-align: start;\">Put simply, whatever AI owes, it’s likely now everyone’s problem if it can’t be paid back.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","NVDA":"英伟达","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","CRWV":"CoreWeave, Inc.","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","AAPL":"苹果","AMD":"美国超微公司","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","TSLA":"特斯拉","INTC":"英特尔","AMZN":"亚马逊","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1732800096.USD":"摩根大通环球收益基金A (irc)","MSFT":"微软","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0545562505.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0444971666.USD":"天利全球科技基金","ORCL":"甲骨文","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2581015955","content_text":"The time-honored cliché that owing a bank $100 is your problem, but owing a $1 million dollars is the bank’s problem found new life during the global financial crisis.Individual mortgage borrowers were on the hook for relatively modest amounts, but those sums totaled many hundreds of billions of dollars.And we know how that ended.That is what makes a hint from OpenAI finance chief Sarah Friar all the more worrying. During a discussion at The Wall Street Journal’s Tech Live Event on Wednesday in New York City, Friar detailed the need for an “ecosystem” of financing that could ultimately fund the trillions in artificial intelligence infrastructure the tech industry says it needs to function.She also mused about the idea of a government “backstop,” or “the guarantee that allows the financing to happen” as OpenAI and other companies “build out the full infrastructure today that allows more compute to come into the world.”It’s probably not the sort of language investors want to hear from the head bean counter at the beating heart of the AI investment boom; OpenAI has made around $1.5 trillion in spending commitments against current annual revenue of around $13 billion.It’s also not want investors want to hear from OpenAI, which is the world’s most-valuable start up and could come to market with a $1 trillion price tag next year if it so desired. And certainly not when fixed-income traders are marking up debt protection costs for Oracle, the tech giant whose future revenue growth is tethered to OpenAI’s ambitions. Credit default swaps on Oracle’s five-year bonds are trading at the highest levels since 2023, and have risen nearly 50% over the past month alone, based on fixed-income market data obtained by CNBC.Oracle raised $18 billion in a multipart bond issue in early October that included paper maturing in 2065. Reports suggested investor demand for the sale—the second-largest corporate bond offering of the year—reached $88 billion.But a lot has changed since then.Cracks in the private credit debt market are starting to cause ripple effects in other corners of the fixed-income space.The use of special purpose vehicles and other exotic forms of financing to keep new debt off the balance sheets of certain tech companies is raising eyebrows. Titanic levels of capital spending from the biggest AI hyperscalers has also continued to increase.Global tech junk bond issuance, meanwhile, is quietly on pace to surpass the record high reached in 2020, while overall debt sales from companies, governments, and agencies is likely to top $6 trillion before the end of the year.Friar walked back some of her remarks in a Wednesday evening LinkedIn post, claiming her use of the word “backstop…muddied the point.”“OpenAI is not seeking a government backstop for our infrastructure commitments,” she wrote. “American strength in technology will come from building real industrial capacity which requires the private sector and government playing their part.”Backstop or no, the taxpayer is already doing its fair share of the heavy lifting.Tax breaks from the One Big Beautiful Bill Act make AI investments immensely more attractive by allowing companies to deduct the full cost of new assets. Support for the chip sector among both Democrats and Republican members of the House of Representatives remains central to the government’s economic agenda.Semiconductors are at the heart of American policy on trade, intellectual property protection, and, in many cases, national security. Top tech executives are regular visitors to the White House and often feted as new industrial heroes when they travel abroad—as was the case when Nvidia’s Jensen Huang visited South Korea last week and Apple’s Tim Cook traveled to China last month.Meanwhile, Tesla CEO Elon Musk—the world’s richest man— wants a $1 trillion pay deal tied in part to wealth he can create with his AI vision.Friar’s use of the word “backstop” wasn’t a slip of the tongue, it was a candid admission of what everyone already knows: The stock market, the economy, and the U.S. government are all-in on AI.If OpenAI can’t find the funding for the hundreds of gigawatts of computing power it’s promising—let alone source the energy required to fuel it—the spillover effects will be significant. Nvidia has a stake in OpenAI. So does Microsoft. OpenAI has a stake in AMD. Amazon added nearly $105 billion in stock market value when it unveiled a $38 billion contrac t between OpenAI and its web services division on Monday.Oracle, Intel, and Microsoft, as well as smaller companies such as CoreWeave, are all tied deeply into the OpenAI spending web.The trillions in AI capex, meanwhile, are responsible for the lion’s share of this year’s economic growth—and are powering an outsize portion of the stock market’s record highs.Put simply, whatever AI owes, it’s likely now everyone’s problem if it can’t be paid back.","news_type":1,"symbols_score_info":{"TSLA":0.68,"NVDA":2.1,"MSFT":0.78,"AMZN":2,"ORCL":2.1,"INTC":2,"CRWV":2,"AAPL":2,"AMD":2.1}},"isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":492630812005104,"gmtCreate":1761293835252,"gmtModify":1761293838866,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"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/492630812005104","repostId":"2577083582","repostType":2,"repost":{"id":"2577083582","kind":"news","pubTimestamp":1761240000,"share":"https://ttm.financial/m/news/2577083582?lang=en_US&edition=fundamental","pubTime":"2025-10-24 01:20","market":"us","language":"en","title":"Nebius (NBIS) Stock Is Rebounding Thursday: What's Going On?","url":"https://stock-news.laohu8.com/highlight/detail?id=2577083582","media":"Benzinga","summary":"Shares of AI infrastructure company Nebius are trading higher Thursday, fueled by strategic news that is overshadowing a recent stock slump.","content":"<div>\n<p>Shares of AI infrastructure company Nebius Group NV (NASDAQ:NBIS) are trading higher Thursday, fueled by strategic news that is overshadowing a recent stock slump. Here’s what investors need to know.\n...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/movers/25/10/48387447/nebius-nbis-stock-is-rebounding-thursday-whats-going-on\">Source Link</a>\n\n</div>\n","source":"benzinga_hot_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>Nebius (NBIS) Stock Is Rebounding Thursday: What's Going On?</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\">\nNebius (NBIS) Stock Is Rebounding Thursday: What's Going On?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-24 01:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/movers/25/10/48387447/nebius-nbis-stock-is-rebounding-thursday-whats-going-on><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of AI infrastructure company Nebius Group NV (NASDAQ:NBIS) are trading higher Thursday, fueled by strategic news that is overshadowing a recent stock slump. Here’s what investors need to know.\n...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/movers/25/10/48387447/nebius-nbis-stock-is-rebounding-thursday-whats-going-on\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn.benzinga.com/files/images/story/2025/10/23/Nebius-Group.jpeg?optimize=medium&dpr=2&auto=webp&width=260","relate_stocks":{"IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0531971165.HKD":"HSBC GIF RUSSIA EQUITY \"AD\" (HKD) INC","BK4022":"陆运","BK4588":"碎股","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","BK4505":"高瓴资本持仓","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0823431563.USD":"BNP PARIBAS RUSSIA EQUITY \"C\" (USD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","BK4535":"淡马锡持仓","BK4077":"互动媒体与服务","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","BK4609":"英伟达持仓股","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0329931173.USD":"HSBC GIF RUSSIA EQUITY \"AD\" (USD) INC","BK4585":"ETF&股票定投概念","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","UBER":"优步","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","NBIS":"NEBIUS","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0329931090.USD":"HSBC GIF RUSSIA EQUITY \"AC\" ACC","BK4551":"寇图资本持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","SG9999014906.USD":"大华全球优质成长基金Acc USD","BK4230":"旅客陆运","BK4550":"红杉资本持仓","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","SG9999015978.USD":"利安颠覆性创新基金A","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4097":"系统软件","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC"},"source_url":"https://www.benzinga.com/trading-ideas/movers/25/10/48387447/nebius-nbis-stock-is-rebounding-thursday-whats-going-on","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2577083582","content_text":"Shares of AI infrastructure company Nebius Group NV (NASDAQ:NBIS) are trading higher Thursday, fueled by strategic news that is overshadowing a recent stock slump. Here’s what investors need to know.\nWhat To Know: On Wednesday, the company announced its autonomous driving subsidiary, Avride, secured up to $375 million in investments and commitments backed by Uber and Nebius itself. \nThe funding aims to rapidly scale Avride's autonomous vehicle services and deepen its partnership with Uber, including plans to launch a robotaxi service on the Uber platform in Dallas by the end of 2025.\nThe update follows a 12% drop in Nebius shares over the prior five sessions. However, reports from Wednesday suggested institutional investors were treating the dip as a buying opportunity.\nInvestors are now looking ahead to the company's third-quarter financial results, which are scheduled for release before the market opens on Nov. 11. Analysts expect the company to report a loss of 49 cents per share and revenue of $155.11 million, according to estimates from Benzinga Pro.\nBenzinga Edge Rankings: According to Benzinga Edge stock rankings, Nebius boasts an exceptionally high Momentum score of 99.08.\nNBIS Price Action: Nebius Group shares were up 6.04% at $104.58 at the time of publication on Thursday, according to Benzinga Pro data.\nRead Also: Don’t Call It A Bubble: Why Gold’s Rally Has Deep, Structural Support\nBesides going to a brokerage platform to purchase a share – or fractional share – of stock, you can also gain access to shares either by buying an exchange traded fund (ETF) that holds the stock itself, or by allocating yourself to a strategy in your 401(k) that would seek to acquire shares in a mutual fund or other instrument. \nFor example, in Nebius Group’s case, it is in the Information Technology sector. An ETF will likely hold shares in many liquid and large companies that help track that sector, allowing an investor to gain exposure to the trends within that segment.\nImage: Shutterstock\nThis content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.","news_type":1,"symbols_score_info":{"UBER":0.9,"NBIS":1.5}},"isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":492471579996632,"gmtCreate":1761254882137,"gmtModify":1761254886000,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"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/492471579996632","repostId":"2577585977","repostType":2,"repost":{"id":"2577585977","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":1761231482,"share":"https://ttm.financial/m/news/2577585977?lang=en_US&edition=fundamental","pubTime":"2025-10-23 22:58","market":"sg","language":"en","title":"These Low-Risk Stocks Could Be A Profitable Answer To This Volatile Earnings Season","url":"https://stock-news.laohu8.com/highlight/detail?id=2577585977","media":"Dow Jones","summary":"Slow and steady performers do better over the long term. Stocks have become more volatile after they report earnings. Long-term investors can try to exploit this greater volatility, but shorter-term investors will want to favor lower-volatility stocks in the coming months.General Motors  is a good example - the stock jumped 15% after its earnings report on Oct. 21. Netflix  shares fell 10% after it missed earnings on Oct. 22.Consider the performance of a hypothetical portfolio that buys the 10% of stocks with the highest betas and sells short the decile of stocks with the lowest betas. As you can see from the chart below, this portfolio makes money on average during the busiest weeks of earnings season - and is a slight loser the rest of the time. The data in the chart come from a study entitled \"Asset Pricing on Earnings Announcement Days,\" published three years ago in the Journal of Financial Economics.","content":"<html><head></head><body><p>Stocks have become more volatile after they report earnings. Long-term investors can try to exploit this greater volatility, but shorter-term investors will want to favor lower-volatility stocks in the coming months.</p><p><a href=\"https://laohu8.com/S/GM\">General Motors</a> <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> is a good example - the stock jumped 15% after its earnings report on Oct. 21. <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> shares fell 10% after it missed earnings on Oct. 22.</p><p>Such outsized reactions to earnings reports are increasingly the norm, according to research conducted by Bespoke Investment, as you can see from the chart below.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b8d541cc1767dec53faeb0054119e492\" title=\"\" tg-width=\"700\" tg-height=\"471\"/></p><p>The chart shows the average absolute one-day percentage change following earnings reports in each of the past 15 years. The trend over this time is steeply upward, with 2025&#39;s average being a full 2 percentage points higher than 2010&#39;s. The average is even higher for the latest quarterly earnings season - 8.5%, according to Bespoke.</p><p>To understand the investment implications here, it&#39;s important to realize that increasing post-earnings volatility is not based on fundamentals. It instead traces to Wall Street&#39;s increasing reliance on short-term momentum strategies. By chasing performance, individuals and institutions exaggerate both the gains of companies whose earnings beat expectations and the losses of companies that miss.</p><p>One consequence is a greater number of stocks that are significantly over- or undervalued, according to Steven Check, editor of the Blue Chip Investor newsletter - thereby creating openings for investors who focus on the long term.</p><p>&#34;As a larger percentage of market participants buy and sell stocks with no regard for a company&#39;s intrinsic value or earning power,&#34; Check wrote in the October issue of his newsletter, &#34;it creates more opportunities for long-term, fundamental investors ... to identify mis-priced investments.&#34; (Disclosure: Check&#39;s newsletter contracts with my performance auditing firm to calculate its track record.)</p><h2 id=\"id_3801128452\">Betting against beta</h2><p>There is also a less-obvious implication of Bespoke&#39;s research: Earnings season is one of the only times when the highest-beta stocks outperform the lowest volatility issues, on average. Unless you&#39;re a daredevil who loves to incur risk, most of the time you should bet against beta.</p><p>Consider the performance of a hypothetical portfolio that buys the 10% of stocks with the highest betas and sells short the decile of stocks with the lowest betas. As you can see from the chart below, this portfolio makes money on average during the busiest weeks of earnings season - and is a slight loser the rest of the time. The data in the chart come from a study entitled &#34;Asset Pricing on Earnings Announcement Days,&#34; published three years ago in the Journal of Financial Economics.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f4cba6d66cd87eae54849c7f425c8613\" title=\"\" tg-width=\"700\" tg-height=\"478\"/></p><p>The implication: Since the current earnings season is winding down, you should be betting against beta for the next several months - at least until the third week of January, the busiest week of the next earnings season.</p><p>The most straightforward way of betting against beta is with an ETF that focuses on low-beta stocks, such as the <a href=\"https://laohu8.com/S/IVZ\">Invesco</a> S&amp;P 500 Low Volatility ETF SPLV, which invests in the 100 stocks within the S&amp;P 500 SPX that have the lowest trailing 12-month volatility.</p><p>For those who want to bet against beta with individual stocks, the 12 companies listed below are recommended for purchase by at least two of the investment newsletters my auditing firm monitors and have a beta no greater than 0.6 (according to LSEG). They are listed in ascending beta order.</p><p>-- <a href=\"https://laohu8.com/S/GIS\">General Mills</a> </p><p>-- <a href=\"https://laohu8.com/S/HRL\">Hormel</a> </p><p>-- <a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb</a> </p><p>-- <a href=\"https://laohu8.com/S/MRK\">Merck</a> </p><p>-- <a href=\"https://laohu8.com/S/JNJ\">JNJ</a></p><p>-- <a href=\"https://laohu8.com/S/AMGN\">Amgen</a> </p><p>-- <a href=\"https://laohu8.com/S/GD\">General Dynamics</a> </p><p>-- <a href=\"https://laohu8.com/S/HQY\">HealthEquity</a> </p><p>-- <a href=\"https://laohu8.com/S/PFE\">Pfizer</a> PFE</p><p>-- <a href=\"https://laohu8.com/S/KR\">Kroger</a> </p><p>-- <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods </p><p>-- <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> Corp</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 Low-Risk Stocks Could Be A Profitable Answer To This Volatile Earnings Season</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 Low-Risk Stocks Could Be A Profitable Answer To This Volatile Earnings Season\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\">2025-10-23 22:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Stocks have become more volatile after they report earnings. Long-term investors can try to exploit this greater volatility, but shorter-term investors will want to favor lower-volatility stocks in the coming months.</p><p><a href=\"https://laohu8.com/S/GM\">General Motors</a> <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> is a good example - the stock jumped 15% after its earnings report on Oct. 21. <a href=\"https://laohu8.com/S/NFLX\">Netflix</a> <a href=\"https://laohu8.com/S/NFLX\">$(NFLX)$</a> shares fell 10% after it missed earnings on Oct. 22.</p><p>Such outsized reactions to earnings reports are increasingly the norm, according to research conducted by Bespoke Investment, as you can see from the chart below.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b8d541cc1767dec53faeb0054119e492\" title=\"\" tg-width=\"700\" tg-height=\"471\"/></p><p>The chart shows the average absolute one-day percentage change following earnings reports in each of the past 15 years. The trend over this time is steeply upward, with 2025&#39;s average being a full 2 percentage points higher than 2010&#39;s. The average is even higher for the latest quarterly earnings season - 8.5%, according to Bespoke.</p><p>To understand the investment implications here, it&#39;s important to realize that increasing post-earnings volatility is not based on fundamentals. It instead traces to Wall Street&#39;s increasing reliance on short-term momentum strategies. By chasing performance, individuals and institutions exaggerate both the gains of companies whose earnings beat expectations and the losses of companies that miss.</p><p>One consequence is a greater number of stocks that are significantly over- or undervalued, according to Steven Check, editor of the Blue Chip Investor newsletter - thereby creating openings for investors who focus on the long term.</p><p>&#34;As a larger percentage of market participants buy and sell stocks with no regard for a company&#39;s intrinsic value or earning power,&#34; Check wrote in the October issue of his newsletter, &#34;it creates more opportunities for long-term, fundamental investors ... to identify mis-priced investments.&#34; (Disclosure: Check&#39;s newsletter contracts with my performance auditing firm to calculate its track record.)</p><h2 id=\"id_3801128452\">Betting against beta</h2><p>There is also a less-obvious implication of Bespoke&#39;s research: Earnings season is one of the only times when the highest-beta stocks outperform the lowest volatility issues, on average. Unless you&#39;re a daredevil who loves to incur risk, most of the time you should bet against beta.</p><p>Consider the performance of a hypothetical portfolio that buys the 10% of stocks with the highest betas and sells short the decile of stocks with the lowest betas. As you can see from the chart below, this portfolio makes money on average during the busiest weeks of earnings season - and is a slight loser the rest of the time. The data in the chart come from a study entitled &#34;Asset Pricing on Earnings Announcement Days,&#34; published three years ago in the Journal of Financial Economics.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f4cba6d66cd87eae54849c7f425c8613\" title=\"\" tg-width=\"700\" tg-height=\"478\"/></p><p>The implication: Since the current earnings season is winding down, you should be betting against beta for the next several months - at least until the third week of January, the busiest week of the next earnings season.</p><p>The most straightforward way of betting against beta is with an ETF that focuses on low-beta stocks, such as the <a href=\"https://laohu8.com/S/IVZ\">Invesco</a> S&amp;P 500 Low Volatility ETF SPLV, which invests in the 100 stocks within the S&amp;P 500 SPX that have the lowest trailing 12-month volatility.</p><p>For those who want to bet against beta with individual stocks, the 12 companies listed below are recommended for purchase by at least two of the investment newsletters my auditing firm monitors and have a beta no greater than 0.6 (according to LSEG). They are listed in ascending beta order.</p><p>-- <a href=\"https://laohu8.com/S/GIS\">General Mills</a> </p><p>-- <a href=\"https://laohu8.com/S/HRL\">Hormel</a> </p><p>-- <a href=\"https://laohu8.com/S/BMY\">Bristol-Myers Squibb</a> </p><p>-- <a href=\"https://laohu8.com/S/MRK\">Merck</a> </p><p>-- <a href=\"https://laohu8.com/S/JNJ\">JNJ</a></p><p>-- <a href=\"https://laohu8.com/S/AMGN\">Amgen</a> </p><p>-- <a href=\"https://laohu8.com/S/GD\">General Dynamics</a> </p><p>-- <a href=\"https://laohu8.com/S/HQY\">HealthEquity</a> </p><p>-- <a href=\"https://laohu8.com/S/PFE\">Pfizer</a> PFE</p><p>-- <a href=\"https://laohu8.com/S/KR\">Kroger</a> </p><p>-- <a href=\"https://laohu8.com/S/TSN\">Tyson</a> Foods </p><p>-- <a href=\"https://laohu8.com/S/CVS\">CVS Health</a> Corp</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999001176.SGD":"UOB UNITED GLOBAL HEALTHCARE \"SGD\" (ACC)","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","BK4516":"特朗普概念","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","LU0122379950.USD":"贝莱德世界健康科学A2","BK4592":"伊斯兰概念","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE00BVYPNW00.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4548":"巴美列捷福持仓","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","IE00B2B36J28.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I1\" (USD) INC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","BK4196":"保健护理服务","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","BK4585":"ETF&股票定投概念","BK4555":"新能源车","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","BK4587":"ChatGPT概念","LU1929549753.HKD":"FRANKLIN INCOME \"A\" (HKD) INC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","BK4559":"巴菲特持仓","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4596":"哈里斯概念","BK4550":"红杉资本持仓","BK4108":"电影和娱乐","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2468319806.SGD":"MANULIFE GF HEALTHCARE \"AA\" (SGDHDG) ACC","BK4588":"碎股","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","BK4598":"佩洛西持仓","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4551":"寇图资本持仓","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","BK4113":"食品零售","BK4599":"减肥药","LU0006061336.USD":"Blackrock US Small and MidCap Opportunities A2 USD","IE00BDGV0183.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","IE00B4R5TH58.HKD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (HKD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0225284248.USD":"SCHRODER ISF GLOBAL EQUITY YIELD \"A\" ACC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2324357040.USD":"HSBC GIF GLOBAL EQUITY SUSTAINABLE HEALTHCARE \"AC\" (USD) ACC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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Global Income A (div) SGD","LU0306807586.USD":"SCHRODER ISF GLOBAL DIVIDEND MAXIMISER \"A\" (USD) INC QF","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU0306806265.USD":"SCHRODER ISF GLOBAL DIVIDEND MAXIMISER \"A\" ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2577585977","content_text":"Stocks have become more volatile after they report earnings. Long-term investors can try to exploit this greater volatility, but shorter-term investors will want to favor lower-volatility stocks in the coming months.General Motors $(GM)$ is a good example - the stock jumped 15% after its earnings report on Oct. 21. Netflix $(NFLX)$ shares fell 10% after it missed earnings on Oct. 22.Such outsized reactions to earnings reports are increasingly the norm, according to research conducted by Bespoke Investment, as you can see from the chart below.The chart shows the average absolute one-day percentage change following earnings reports in each of the past 15 years. The trend over this time is steeply upward, with 2025's average being a full 2 percentage points higher than 2010's. The average is even higher for the latest quarterly earnings season - 8.5%, according to Bespoke.To understand the investment implications here, it's important to realize that increasing post-earnings volatility is not based on fundamentals. It instead traces to Wall Street's increasing reliance on short-term momentum strategies. By chasing performance, individuals and institutions exaggerate both the gains of companies whose earnings beat expectations and the losses of companies that miss.One consequence is a greater number of stocks that are significantly over- or undervalued, according to Steven Check, editor of the Blue Chip Investor newsletter - thereby creating openings for investors who focus on the long term.\"As a larger percentage of market participants buy and sell stocks with no regard for a company's intrinsic value or earning power,\" Check wrote in the October issue of his newsletter, \"it creates more opportunities for long-term, fundamental investors ... to identify mis-priced investments.\" (Disclosure: Check's newsletter contracts with my performance auditing firm to calculate its track record.)Betting against betaThere is also a less-obvious implication of Bespoke's research: Earnings season is one of the only times when the highest-beta stocks outperform the lowest volatility issues, on average. Unless you're a daredevil who loves to incur risk, most of the time you should bet against beta.Consider the performance of a hypothetical portfolio that buys the 10% of stocks with the highest betas and sells short the decile of stocks with the lowest betas. As you can see from the chart below, this portfolio makes money on average during the busiest weeks of earnings season - and is a slight loser the rest of the time. The data in the chart come from a study entitled \"Asset Pricing on Earnings Announcement Days,\" published three years ago in the Journal of Financial Economics.The implication: Since the current earnings season is winding down, you should be betting against beta for the next several months - at least until the third week of January, the busiest week of the next earnings season.The most straightforward way of betting against beta is with an ETF that focuses on low-beta stocks, such as the Invesco S&P 500 Low Volatility ETF SPLV, which invests in the 100 stocks within the S&P 500 SPX that have the lowest trailing 12-month volatility.For those who want to bet against beta with individual stocks, the 12 companies listed below are recommended for purchase by at least two of the investment newsletters my auditing firm monitors and have a beta no greater than 0.6 (according to LSEG). They are listed in ascending beta order.-- General Mills -- Hormel -- Bristol-Myers Squibb -- Merck -- JNJ-- Amgen -- General Dynamics -- HealthEquity -- Pfizer PFE-- Kroger -- Tyson Foods -- CVS Health Corp","news_type":1,"symbols_score_info":{"JNJ":1,"PFE":1,"GIS":1,"TSN":1,"MRK":1,"KR":1,"HRL":1,"HQY":1,"GD":1,"CVS":1,"MYE":1,"AMGN":1}},"isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":485130817831520,"gmtCreate":1759470723413,"gmtModify":1759470725593,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"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/485130817831520","repostId":"2570004120","repostType":2,"repost":{"id":"2570004120","kind":"news","pubTimestamp":1758881700,"share":"https://ttm.financial/m/news/2570004120?lang=en_US&edition=fundamental","pubTime":"2025-09-26 18:15","market":"nz","language":"en","title":"Kodiak AI Shares Drop Over 6% In Friday Pre-Market: What's Going On?","url":"https://stock-news.laohu8.com/highlight/detail?id=2570004120","media":"Benzinga","summary":"Kodiak AI, Inc. (NASDAQ: KDK) shares are trending on Friday.\n\n\n\nCheck out the current price of KDK stock here.","content":"<div>\n<p>Kodiak AI, Inc. (NASDAQ: KDK) shares are trending on Friday.\nCheck out the current price of KDK stock here. \nAres Acquisition Corporation II, which recently completed its merger and has been renamed ...</p>\n\n<a href=\"https://www.benzinga.com/markets/equities/25/09/47885086/kodiak-ai-shares-drop-over-6-in-friday-pre-market-whats-going-on\">Source Link</a>\n\n</div>\n","source":"benzinga_hot_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>Kodiak AI Shares Drop Over 6% In Friday Pre-Market: What's Going On?</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\">\nKodiak AI Shares Drop Over 6% In Friday Pre-Market: What's Going On?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-26 18:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/equities/25/09/47885086/kodiak-ai-shares-drop-over-6-in-friday-pre-market-whats-going-on><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Kodiak AI, Inc. (NASDAQ: KDK) shares are trending on Friday.\nCheck out the current price of KDK stock here. \nAres Acquisition Corporation II, which recently completed its merger and has been renamed ...</p>\n\n<a href=\"https://www.benzinga.com/markets/equities/25/09/47885086/kodiak-ai-shares-drop-over-6-in-friday-pre-market-whats-going-on\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn.benzinga.com/files/images/story/2025/09/26/Stuttgart--Germany---03-12-2022-Mobile-P.jpeg?optimize=medium&dpr=2&auto=webp&width=260","relate_stocks":{"BK4587":"ChatGPT概念","BK4528":"SaaS概念","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4023":"应用软件","AESI":"Atlas Energy Solutions Inc.","KDK":"Kodiak Robotics","BK4543":"AI","BK4551":"寇图资本持仓","BK4179":"石油天然气设备与服务"},"source_url":"https://www.benzinga.com/markets/equities/25/09/47885086/kodiak-ai-shares-drop-over-6-in-friday-pre-market-whats-going-on","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2570004120","content_text":"Kodiak AI, Inc. (NASDAQ: KDK) shares are trending on Friday.\nCheck out the current price of KDK stock here. \nAres Acquisition Corporation II, which recently completed its merger and has been renamed Kodiak AI, Inc., saw its shares decline 5.66% to $7.50 during pre-market trading on Friday following completion of its business combination with autonomous vehicle company Kodiak Robotics, Inc.\nThe special purpose acquisition company (SPAC) began trading under the ticker symbols “KDK” and “KDKRW” on Thursday.\nThe business merger, approved on Sept. 23, valued Kodiak Robotics at $2.5 billion, making it one of the largest de-SPAC deals of 2025.\nSee Also: MP Materials Stock Surges: Here’s Why\nThe combined entity raised $275 million, including $145 million in PIPE funding and $62.9 million in AACT trust cash.\nKodiak’s AI-powered trucking system addresses driver shortages and rising costs. The company logged 3 million autonomous miles and 3,000+ paid driverless hours.\nIn 2025, Atlas Energy Solutions (NYSE: AESI) placed an initial order of 100 driverless semi-trucks with Kodiak\nCEO Don Burnette noted the technology’s current deployment: “The Kodiak Driver is already on the road, safely delivering freight for paying customers.”\nKodiak AI’s SPAC merger, backed by prominent investors such as George Soros and Cathie Wood, aims to capture a share of the $4 trillion global freight market, which helped fuel a rally in after-hours trading following the funding announcement.\nAccording to Benzinga Pro data, the pre-market decline follows Thursday's 9.14% drop to $7.95.The stock's pre-market drop follows a 9.14% fall on Thursday, bringing it down to $7.95. KDK has lost 26.46% in value over the past year, and it currently has a market value of $587.05 million with an average daily volume of 525,540.\nRead Next:\nImage Via Shutterstock\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.","news_type":1,"symbols_score_info":{"KDK":1,"AESI":1}},"isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":485128257012464,"gmtCreate":1759469841222,"gmtModify":1759469843415,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"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/485128257012464","repostId":"2572520502","repostType":2,"repost":{"id":"2572520502","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":1759459746,"share":"https://ttm.financial/m/news/2572520502?lang=en_US&edition=fundamental","pubTime":"2025-10-03 10:49","market":"us","language":"en","title":"Cathie Wood Hitches A Ride on George Soros-Backed Driverless Truck Company Kodiak AI, Doubles down on China AI Bets Alibaba And Baidu","url":"https://stock-news.laohu8.com/highlight/detail?id=2572520502","media":"Benzinga","summary":"Cathie Wood-led Ark Invest made significant trades on Thursday, focusing on major companies like Alibaba Group Holding Ltd (NYSE:BABA), Baidu Inc (NASDAQ:BIDU), Brera Holdings PLC (N","content":"<html><head></head><body><p><strong>Cathie Wood</strong>-led <strong>Ark Invest</strong> made significant trades on Thursday, focusing on major companies like <a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, <a href=\"https://laohu8.com/S/BREA\">Brera Holdings PLC</a> and <a href=\"https://laohu8.com/S/KDK\">Kodiak Robotics</a>. These trades reflect Ark’s strategic positioning in the tech and innovation sectors.</p><h3 id=\"id_62377822\" style=\"text-align: start;\">The Alibaba Trade</h3><p>Ark Invest’s flagship fund, <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>, acquired 14,453 shares of Alibaba on Thursday. This purchase comes as Alibaba’s stock surged past its 52-week high, closing at $189.34. The trade is valued at approximately $2.74 million.</p><p>The rise in Alibaba’s stock is attributed to its mapping and local services platform, Amap, reaching a record 360 million daily users during China’s National Day holiday. This milestone, along with new AI-driven features, has significantly boosted investor confidence. </p><h3 id=\"id_2921905579\" style=\"text-align: start;\">The Baidu Trade</h3><p>On the same day, ARKK also purchased 45,478 shares of  <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, valued at around $6.4 million, with the stock closing at $140.23.</p><p>Baidu’s Apollo Go robotaxi business is expanding globally, targeting markets like Australia and Southeast Asia. This expansion is part of Baidu’s strategy to compete with giants like Waymo and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>. Baidu’s recent achievements include securing 50 trial licenses in Dubai, allowing the company to expand its fleet to approximately 100 cars in the UAE. </p><p>On Wednesday, Ark purchased $2.97 million worth of Baidu shares, and on Tuesday, it bought $6.9 million worth.</p><h3 id=\"id_495650773\" style=\"text-align: start;\">The Brera Holdings Trade</h3><p>Ark Invest decided to sell 44,209 shares of  <a href=\"https://laohu8.com/S/BREA\">Brera Holdings PLC</a><strong> </strong>from its ARKK fund, with the stock closing at $25.20. The sale is valued at approximately $1.1 million.</p><p>Brera Holdings recently experienced a substantial rally after announcing a Solana treasury strategy, which saw its shares jump before a pullback. </p><p>The Wood-backed firm jetisoned $2.5 million worth of Brera Holdings stock on Wednesday, and $6.6 million worth of shares were sold on Tuesday. Last month, Ark invested $162 million in Brera Holdings by buying 6,500,001 shares.</p><h3 id=\"id_1219964738\" style=\"text-align: start;\">The Kodiak AI Trade</h3><p>In a notable move,  <a href=\"https://laohu8.com/S/ARKQ\">ARK Autonomous Technology &amp; Robotics ETF</a>  purchased 190,165 shares of the George Soros-backed Kodiak AI valued at about $1.3 million, with the stock closing at $6.83.</p><p>Kodiak AI surged 14.6% on Thursday following a disclosure from Soros Fund Management that it had built a 5.7% passive position in the company. The stake amounts to roughly 9.97 million shares, compared with Kodiak AI&#39;s 174.96 million shares outstanding.</p><p>This acquisition, by Ark Invest, follows recent news of <a href=\"https://laohu8.com/S/KDK\">Kodiak Robotics</a> merger funding announcement, which included backing from Soros Fund Management and Ark Investments. The funding package for the merger exceeds $275 million, highlighting significant investor interest in Kodiak’s autonomous vehicle technology.</p><h3 id=\"id_4274948179\" style=\"text-align: start;\">Other Key Trades</h3><ul style=\"list-style-type: disc;\"><li><p>Sold 40,353 shares of  <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>  from ARKK and 24,429 shares from ARKW.</p></li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Hitches A Ride on George Soros-Backed Driverless Truck Company Kodiak AI, Doubles down on China AI Bets Alibaba And Baidu</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\">\nCathie Wood Hitches A Ride on George Soros-Backed Driverless Truck Company Kodiak AI, Doubles down on China AI Bets Alibaba And Baidu\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\">2025-10-03 10:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Cathie Wood</strong>-led <strong>Ark Invest</strong> made significant trades on Thursday, focusing on major companies like <a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a>, <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, <a href=\"https://laohu8.com/S/BREA\">Brera Holdings PLC</a> and <a href=\"https://laohu8.com/S/KDK\">Kodiak Robotics</a>. These trades reflect Ark’s strategic positioning in the tech and innovation sectors.</p><h3 id=\"id_62377822\" style=\"text-align: start;\">The Alibaba Trade</h3><p>Ark Invest’s flagship fund, <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>, acquired 14,453 shares of Alibaba on Thursday. This purchase comes as Alibaba’s stock surged past its 52-week high, closing at $189.34. The trade is valued at approximately $2.74 million.</p><p>The rise in Alibaba’s stock is attributed to its mapping and local services platform, Amap, reaching a record 360 million daily users during China’s National Day holiday. This milestone, along with new AI-driven features, has significantly boosted investor confidence. </p><h3 id=\"id_2921905579\" style=\"text-align: start;\">The Baidu Trade</h3><p>On the same day, ARKK also purchased 45,478 shares of  <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>, valued at around $6.4 million, with the stock closing at $140.23.</p><p>Baidu’s Apollo Go robotaxi business is expanding globally, targeting markets like Australia and Southeast Asia. This expansion is part of Baidu’s strategy to compete with giants like Waymo and <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>. Baidu’s recent achievements include securing 50 trial licenses in Dubai, allowing the company to expand its fleet to approximately 100 cars in the UAE. </p><p>On Wednesday, Ark purchased $2.97 million worth of Baidu shares, and on Tuesday, it bought $6.9 million worth.</p><h3 id=\"id_495650773\" style=\"text-align: start;\">The Brera Holdings Trade</h3><p>Ark Invest decided to sell 44,209 shares of  <a href=\"https://laohu8.com/S/BREA\">Brera Holdings PLC</a><strong> </strong>from its ARKK fund, with the stock closing at $25.20. The sale is valued at approximately $1.1 million.</p><p>Brera Holdings recently experienced a substantial rally after announcing a Solana treasury strategy, which saw its shares jump before a pullback. </p><p>The Wood-backed firm jetisoned $2.5 million worth of Brera Holdings stock on Wednesday, and $6.6 million worth of shares were sold on Tuesday. Last month, Ark invested $162 million in Brera Holdings by buying 6,500,001 shares.</p><h3 id=\"id_1219964738\" style=\"text-align: start;\">The Kodiak AI Trade</h3><p>In a notable move,  <a href=\"https://laohu8.com/S/ARKQ\">ARK Autonomous Technology &amp; Robotics ETF</a>  purchased 190,165 shares of the George Soros-backed Kodiak AI valued at about $1.3 million, with the stock closing at $6.83.</p><p>Kodiak AI surged 14.6% on Thursday following a disclosure from Soros Fund Management that it had built a 5.7% passive position in the company. The stake amounts to roughly 9.97 million shares, compared with Kodiak AI&#39;s 174.96 million shares outstanding.</p><p>This acquisition, by Ark Invest, follows recent news of <a href=\"https://laohu8.com/S/KDK\">Kodiak Robotics</a> merger funding announcement, which included backing from Soros Fund Management and Ark Investments. The funding package for the merger exceeds $275 million, highlighting significant investor interest in Kodiak’s autonomous vehicle technology.</p><h3 id=\"id_4274948179\" style=\"text-align: start;\">Other Key Trades</h3><ul style=\"list-style-type: disc;\"><li><p>Sold 40,353 shares of  <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>  from ARKK and 24,429 shares from ARKW.</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4514":"搜索引擎","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","BK4575":"芯片概念","BK4544":"ARK ETF合集","BK4587":"ChatGPT概念","BIDU":"百度","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","LU1046421795.USD":"富达环球科技A-ACC","SLMT":"Brera Holdings PLC","BABA":"阿里巴巴","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4552":"Archegos爆仓风波概念","BK4534":"瑞士信贷持仓","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","KDK":"Kodiak Robotics","BK4574":"无人驾驶","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK4524":"宅经济概念","BK4220":"综合零售","BK4554":"元宇宙及AR概念","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4526":"热门中概股","BK4141":"半导体产品"},"source_url":"https://www.benzinga.com/markets/equities/25/10/48009528/cathie-wood-hitches-a-ride-on-george-soros-backed-driverless-truck-company-kodiak-ai-doubles-down-on-china-ai-bets-alibaba-and-baidu","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2572520502","content_text":"Cathie Wood-led Ark Invest made significant trades on Thursday, focusing on major companies like Alibaba Group, Baidu, Brera Holdings PLC and Kodiak Robotics. These trades reflect Ark’s strategic positioning in the tech and innovation sectors.The Alibaba TradeArk Invest’s flagship fund, ARK Innovation ETF, acquired 14,453 shares of Alibaba on Thursday. This purchase comes as Alibaba’s stock surged past its 52-week high, closing at $189.34. The trade is valued at approximately $2.74 million.The rise in Alibaba’s stock is attributed to its mapping and local services platform, Amap, reaching a record 360 million daily users during China’s National Day holiday. This milestone, along with new AI-driven features, has significantly boosted investor confidence. The Baidu TradeOn the same day, ARKK also purchased 45,478 shares of  Baidu, valued at around $6.4 million, with the stock closing at $140.23.Baidu’s Apollo Go robotaxi business is expanding globally, targeting markets like Australia and Southeast Asia. This expansion is part of Baidu’s strategy to compete with giants like Waymo and Tesla. Baidu’s recent achievements include securing 50 trial licenses in Dubai, allowing the company to expand its fleet to approximately 100 cars in the UAE. On Wednesday, Ark purchased $2.97 million worth of Baidu shares, and on Tuesday, it bought $6.9 million worth.The Brera Holdings TradeArk Invest decided to sell 44,209 shares of  Brera Holdings PLC from its ARKK fund, with the stock closing at $25.20. The sale is valued at approximately $1.1 million.Brera Holdings recently experienced a substantial rally after announcing a Solana treasury strategy, which saw its shares jump before a pullback. The Wood-backed firm jetisoned $2.5 million worth of Brera Holdings stock on Wednesday, and $6.6 million worth of shares were sold on Tuesday. Last month, Ark invested $162 million in Brera Holdings by buying 6,500,001 shares.The Kodiak AI TradeIn a notable move,  ARK Autonomous Technology & Robotics ETF  purchased 190,165 shares of the George Soros-backed Kodiak AI valued at about $1.3 million, with the stock closing at $6.83.Kodiak AI surged 14.6% on Thursday following a disclosure from Soros Fund Management that it had built a 5.7% passive position in the company. The stake amounts to roughly 9.97 million shares, compared with Kodiak AI's 174.96 million shares outstanding.This acquisition, by Ark Invest, follows recent news of Kodiak Robotics merger funding announcement, which included backing from Soros Fund Management and Ark Investments. The funding package for the merger exceeds $275 million, highlighting significant investor interest in Kodiak’s autonomous vehicle technology.Other Key TradesSold 40,353 shares of  Roku Inc  from ARKK and 24,429 shares from ARKW.","news_type":1,"symbols_score_info":{"KDK":1.1,"SLMT":1.1,"BABA":1.1,"BREA":1.1,"BIDU":1.1}},"isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":445542671057008,"gmtCreate":1749797342356,"gmtModify":1749797344047,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/445542671057008","repostId":"445120653000832","repostType":1,"repost":{"id":445120653000832,"gmtCreate":1749696861790,"gmtModify":1749721465867,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> ⚠️ Heavy put flow, RSI scraping the floor, and compression beneath the 200-day moving average. Is Apple about to snap back harder than the market expects? 🍏📉🤖 Apple’s Strategic Silence: Unpacking $AAPL’s Coiled Potential in a Noisy Market 🤖📉🍏 I’ve been diving deep into Apple’s current setup, and what strikes me isn’t the surface-level pressure on the stock, it’s the quiet tension beneath it. The price is hovering at $199.10 as of 12Jun25, 🇳🇿NZST, and while the market’s buzzing with bearish chatter, I see something different: a stock coiling, not crumbling. This isn’t about gut feelings or hype, it’s about the data, the patterns, and the broader forces at play. Let me walk you through what I’m seeing, blending technical precision, mac","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> ⚠️ Heavy put flow, RSI scraping the floor, and compression beneath the 200-day moving average. Is Apple about to snap back harder than the market expects? 🍏📉🤖 Apple’s Strategic Silence: Unpacking $AAPL’s Coiled Potential in a Noisy Market 🤖📉🍏 I’ve been diving deep into Apple’s current setup, and what strikes me isn’t the surface-level pressure on the stock, it’s the quiet tension beneath it. The price is hovering at $199.10 as of 12Jun25, 🇳🇿NZST, and while the market’s buzzing with bearish chatter, I see something different: a stock coiling, not crumbling. This isn’t about gut feelings or hype, it’s about the data, the patterns, and the broader forces at play. Let me walk you through what I’m seeing, blending technical precision, mac","text":"$Apple(AAPL)$ ⚠️ Heavy put flow, RSI scraping the floor, and compression beneath the 200-day moving average. Is Apple about to snap back harder than the market expects? 🍏📉🤖 Apple’s Strategic Silence: Unpacking $AAPL’s Coiled Potential in a Noisy Market 🤖📉🍏 I’ve been diving deep into Apple’s current setup, and what strikes me isn’t the surface-level pressure on the stock, it’s the quiet tension beneath it. The price is hovering at $199.10 as of 12Jun25, 🇳🇿NZST, and while the market’s buzzing with bearish chatter, I see something different: a stock coiling, not crumbling. This isn’t about gut feelings or hype, it’s about the data, the patterns, and the broader forces at play. Let me walk you through what I’m seeing, blending technical precision, mac","images":[{"img":"https://community-static.tradeup.com/news/ab8df101c2192701eb58f81ac72662f4","width":"1118","height":"498"},{"img":"https://community-static.tradeup.com/news/7819c2b44f626c211ea946bed60ab6a2","width":"660","height":"429"},{"img":"https://community-static.tradeup.com/news/2ba40645a403a73fe47c3ec531b8a16e","width":"1116","height":"1099"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/445120653000832","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526317137514840,"gmtCreate":1769530773172,"gmtModify":1769530775494,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526317137514840","repostId":"1158945525","repostType":2,"repost":{"id":"1158945525","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":1769527800,"share":"https://ttm.financial/m/news/1158945525?lang=en_US&edition=fundamental","pubTime":"2026-01-27 23:30","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Tesla, Nvidia, Amazon, CoreWeave, Strategy, Disney, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1158945525","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Tuesday:Evercore ISI reiterates Apple as outperformThe firm says it’s bullish ahead of earnings later this week.“We remain positive on shares of AAPL...","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Tuesday:</p><h2 id=\"id_840515901\" style=\"text-align: start;\">Evercore ISI reiterates Apple as outperform</h2><p>The firm says it’s bullish ahead of earnings later this week.</p><p>“We remain positive on shares of AAPL heading into the Dec-qtr earnings this Thursday, as our checks suggest that there’s near-term upside to street estimates, driven by strong iPhone demand and a minimal memory cost headwind (through the Mar-qtr).”</p><h2 id=\"id_2905545661\" style=\"text-align: start;\">Cantor Fitzgerald reiterates Tesla as overweight</h2><p>Cantor says it’s sticking with the stock ahead of earnings on Wednesday.</p><p>“On Tomorrow’s call, we expect Tesla to likely disclose its 2026 vehicle delivery outlook, and it will be interesting to see whether TSLA guides to growth in its auto business, or another year of fewer sales.”</p><h2 id=\"id_4044413083\" style=\"text-align: start;\">Wells Fargo reiterates Nvidia as overweight</h2><p>Wells Fargo says the company’s partnership extends Nvidia’s competitive positioning.</p><p>“Our Overweight rating is based on our positive stance on NVIDIA’s competitive positioning in gaming GPUs and expanding growth opportunities in data center, HPC, and emerging / expanding AI opportunities (autonomous vehicles, healthcare, robotics etc.)”</p><h2 id=\"id_1271912594\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>The firm lowered its price target to $286 per share from $303 ahead of earnings next week.</p><p>“Amazon’s stock lagged the S&amp;P 500 and Nasdaq in 2025 as concerns grew on the company’s perceived AI positioning and relative Cloud revenue growth. However, AWS enters 2026 in an improved capacity position vs 2025, and we think accelerating AWS growth and improving AI tech.′</p><h2 id=\"id_2748600988\" style=\"text-align: start;\">Deutsche Bank upgrades CoreWeave to buy from neutral</h2><p>Deutsche says it likes the company’s partnership with Nvidia.</p><p>“Yesterday’s announcement with NVIDIA also incrementally strengthens the longer-term view. We firmly believe this was not about CoreWeave’s need for capital to fund its growth but more strategic in nature.”</p><h2 id=\"id_3326658723\" style=\"text-align: start;\">Cantor Fitzgerald initiates Strategy as overweight</h2><p>Cantor said in its initiation of Strategy that the crypto company is ready for the bitcoin cycle.</p><p>“BTC cycle means now is compelling time to buy this financial engineering innovator.”</p><h2 id=\"id_3594334417\" style=\"text-align: start;\">JPMorgan reiterates Disney as overweight</h2><p>JPMorgan says it’s sticking with the stock ahead of earnings next week.</p><p>“As per other catalysts – aside from getting into a beat and raise cadence and any intra-quarter parks data– we think multiple expansion can come from execution on streaming, with management previously highlighting the most significant changes underway from a product perspective since Disney+ launched in 2019, and a notably strong theatrical line up in calendar 2026.”</p><h2 id=\"id_1951260388\" style=\"text-align: start;\">Needham upgrades Affirm to buy from hold</h2><p>Neeham says the establishment of an Affirm bank could be a “game changer.”</p><p>“We are upgrading shares of AFRM to Buy (from Hold) and establishing a $100 price target, following the news that AFRM has submitted an application to establish Affirm Bank, a proposed Nevada-chartered industrial loan company.”</p><h2 id=\"id_1826470239\" style=\"text-align: start;\">Citi initiates Novartis as buy</h2><p>Citi says the biopharma company is an earnings “outperformer.”</p><p>“A serial earnings outperformer, we expect Novartis to achieve its 4-5% 25-30E sales guidance, beating consensus 3.5-4.0% and seeing our 30E forecasts 7-8% above consensus.”</p><h2 id=\"id_2671356958\" style=\"text-align: start;\">TD Cowen initiates Intuitive Surgical as buy</h2><p>TD Cowen says the med tech company has plenty of upside.</p><p>“We view ISRG as a core MedTech holding and see multiple procedure growth sustaining vectors.”</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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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\">\nTop Calls on Wall Street: Apple, Tesla, Nvidia, Amazon, CoreWeave, Strategy, Disney, and More\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\">2026-01-27 23:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are the biggest calls on Wall Street on Tuesday:</p><h2 id=\"id_840515901\" style=\"text-align: start;\">Evercore ISI reiterates Apple as outperform</h2><p>The firm says it’s bullish ahead of earnings later this week.</p><p>“We remain positive on shares of AAPL heading into the Dec-qtr earnings this Thursday, as our checks suggest that there’s near-term upside to street estimates, driven by strong iPhone demand and a minimal memory cost headwind (through the Mar-qtr).”</p><h2 id=\"id_2905545661\" style=\"text-align: start;\">Cantor Fitzgerald reiterates Tesla as overweight</h2><p>Cantor says it’s sticking with the stock ahead of earnings on Wednesday.</p><p>“On Tomorrow’s call, we expect Tesla to likely disclose its 2026 vehicle delivery outlook, and it will be interesting to see whether TSLA guides to growth in its auto business, or another year of fewer sales.”</p><h2 id=\"id_4044413083\" style=\"text-align: start;\">Wells Fargo reiterates Nvidia as overweight</h2><p>Wells Fargo says the company’s partnership extends Nvidia’s competitive positioning.</p><p>“Our Overweight rating is based on our positive stance on NVIDIA’s competitive positioning in gaming GPUs and expanding growth opportunities in data center, HPC, and emerging / expanding AI opportunities (autonomous vehicles, healthcare, robotics etc.)”</p><h2 id=\"id_1271912594\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>The firm lowered its price target to $286 per share from $303 ahead of earnings next week.</p><p>“Amazon’s stock lagged the S&amp;P 500 and Nasdaq in 2025 as concerns grew on the company’s perceived AI positioning and relative Cloud revenue growth. However, AWS enters 2026 in an improved capacity position vs 2025, and we think accelerating AWS growth and improving AI tech.′</p><h2 id=\"id_2748600988\" style=\"text-align: start;\">Deutsche Bank upgrades CoreWeave to buy from neutral</h2><p>Deutsche says it likes the company’s partnership with Nvidia.</p><p>“Yesterday’s announcement with NVIDIA also incrementally strengthens the longer-term view. We firmly believe this was not about CoreWeave’s need for capital to fund its growth but more strategic in nature.”</p><h2 id=\"id_3326658723\" style=\"text-align: start;\">Cantor Fitzgerald initiates Strategy as overweight</h2><p>Cantor said in its initiation of Strategy that the crypto company is ready for the bitcoin cycle.</p><p>“BTC cycle means now is compelling time to buy this financial engineering innovator.”</p><h2 id=\"id_3594334417\" style=\"text-align: start;\">JPMorgan reiterates Disney as overweight</h2><p>JPMorgan says it’s sticking with the stock ahead of earnings next week.</p><p>“As per other catalysts – aside from getting into a beat and raise cadence and any intra-quarter parks data– we think multiple expansion can come from execution on streaming, with management previously highlighting the most significant changes underway from a product perspective since Disney+ launched in 2019, and a notably strong theatrical line up in calendar 2026.”</p><h2 id=\"id_1951260388\" style=\"text-align: start;\">Needham upgrades Affirm to buy from hold</h2><p>Neeham says the establishment of an Affirm bank could be a “game changer.”</p><p>“We are upgrading shares of AFRM to Buy (from Hold) and establishing a $100 price target, following the news that AFRM has submitted an application to establish Affirm Bank, a proposed Nevada-chartered industrial loan company.”</p><h2 id=\"id_1826470239\" style=\"text-align: start;\">Citi initiates Novartis as buy</h2><p>Citi says the biopharma company is an earnings “outperformer.”</p><p>“A serial earnings outperformer, we expect Novartis to achieve its 4-5% 25-30E sales guidance, beating consensus 3.5-4.0% and seeing our 30E forecasts 7-8% above consensus.”</p><h2 id=\"id_2671356958\" style=\"text-align: start;\">TD Cowen initiates Intuitive Surgical as buy</h2><p>TD Cowen says the med tech company has plenty of upside.</p><p>“We view ISRG as a core MedTech holding and see multiple procedure growth sustaining vectors.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc.","ISRG":"直觉外科公司","NVDA":"英伟达","NVS":"诺华","TSLA":"特斯拉","DIS":"迪士尼","AMZN":"亚马逊","MSTR":"Strategy","AFRM":"Affirm Holdings, Inc.","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158945525","content_text":"Here are the biggest calls on Wall Street on Tuesday:Evercore ISI reiterates Apple as outperformThe firm says it’s bullish ahead of earnings later this week.“We remain positive on shares of AAPL heading into the Dec-qtr earnings this Thursday, as our checks suggest that there’s near-term upside to street estimates, driven by strong iPhone demand and a minimal memory cost headwind (through the Mar-qtr).”Cantor Fitzgerald reiterates Tesla as overweightCantor says it’s sticking with the stock ahead of earnings on Wednesday.“On Tomorrow’s call, we expect Tesla to likely disclose its 2026 vehicle delivery outlook, and it will be interesting to see whether TSLA guides to growth in its auto business, or another year of fewer sales.”Wells Fargo reiterates Nvidia as overweightWells Fargo says the company’s partnership extends Nvidia’s competitive positioning.“Our Overweight rating is based on our positive stance on NVIDIA’s competitive positioning in gaming GPUs and expanding growth opportunities in data center, HPC, and emerging / expanding AI opportunities (autonomous vehicles, healthcare, robotics etc.)”Bank of America reiterates Amazon as buyThe firm lowered its price target to $286 per share from $303 ahead of earnings next week.“Amazon’s stock lagged the S&P 500 and Nasdaq in 2025 as concerns grew on the company’s perceived AI positioning and relative Cloud revenue growth. However, AWS enters 2026 in an improved capacity position vs 2025, and we think accelerating AWS growth and improving AI tech.′Deutsche Bank upgrades CoreWeave to buy from neutralDeutsche says it likes the company’s partnership with Nvidia.“Yesterday’s announcement with NVIDIA also incrementally strengthens the longer-term view. We firmly believe this was not about CoreWeave’s need for capital to fund its growth but more strategic in nature.”Cantor Fitzgerald initiates Strategy as overweightCantor said in its initiation of Strategy that the crypto company is ready for the bitcoin cycle.“BTC cycle means now is compelling time to buy this financial engineering innovator.”JPMorgan reiterates Disney as overweightJPMorgan says it’s sticking with the stock ahead of earnings next week.“As per other catalysts – aside from getting into a beat and raise cadence and any intra-quarter parks data– we think multiple expansion can come from execution on streaming, with management previously highlighting the most significant changes underway from a product perspective since Disney+ launched in 2019, and a notably strong theatrical line up in calendar 2026.”Needham upgrades Affirm to buy from holdNeeham says the establishment of an Affirm bank could be a “game changer.”“We are upgrading shares of AFRM to Buy (from Hold) and establishing a $100 price target, following the news that AFRM has submitted an application to establish Affirm Bank, a proposed Nevada-chartered industrial loan company.”Citi initiates Novartis as buyCiti says the biopharma company is an earnings “outperformer.”“A serial earnings outperformer, we expect Novartis to achieve its 4-5% 25-30E sales guidance, beating consensus 3.5-4.0% and seeing our 30E forecasts 7-8% above consensus.”TD Cowen initiates Intuitive Surgical as buyTD Cowen says the med tech company has plenty of upside.“We view ISRG as a core MedTech holding and see multiple procedure growth sustaining vectors.”","news_type":1,"symbols_score_info":{"MSTR":2,"AAPL":2,"AFRM":2,"ISRG":2,"CRWV":2,"NVDA":2,"NVS":2,"AMZN":2,"DIS":2,"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526316463420456,"gmtCreate":1769530741953,"gmtModify":1769530744138,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526316463420456","repostId":"1158945525","repostType":2,"repost":{"id":"1158945525","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":1769527800,"share":"https://ttm.financial/m/news/1158945525?lang=en_US&edition=fundamental","pubTime":"2026-01-27 23:30","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Tesla, Nvidia, Amazon, CoreWeave, Strategy, Disney, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1158945525","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street on Tuesday:Evercore ISI reiterates Apple as outperformThe firm says it’s bullish ahead of earnings later this week.“We remain positive on shares of AAPL...","content":"<html><head></head><body><p>Here are the biggest calls on Wall Street on Tuesday:</p><h2 id=\"id_840515901\" style=\"text-align: start;\">Evercore ISI reiterates Apple as outperform</h2><p>The firm says it’s bullish ahead of earnings later this week.</p><p>“We remain positive on shares of AAPL heading into the Dec-qtr earnings this Thursday, as our checks suggest that there’s near-term upside to street estimates, driven by strong iPhone demand and a minimal memory cost headwind (through the Mar-qtr).”</p><h2 id=\"id_2905545661\" style=\"text-align: start;\">Cantor Fitzgerald reiterates Tesla as overweight</h2><p>Cantor says it’s sticking with the stock ahead of earnings on Wednesday.</p><p>“On Tomorrow’s call, we expect Tesla to likely disclose its 2026 vehicle delivery outlook, and it will be interesting to see whether TSLA guides to growth in its auto business, or another year of fewer sales.”</p><h2 id=\"id_4044413083\" style=\"text-align: start;\">Wells Fargo reiterates Nvidia as overweight</h2><p>Wells Fargo says the company’s partnership extends Nvidia’s competitive positioning.</p><p>“Our Overweight rating is based on our positive stance on NVIDIA’s competitive positioning in gaming GPUs and expanding growth opportunities in data center, HPC, and emerging / expanding AI opportunities (autonomous vehicles, healthcare, robotics etc.)”</p><h2 id=\"id_1271912594\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>The firm lowered its price target to $286 per share from $303 ahead of earnings next week.</p><p>“Amazon’s stock lagged the S&amp;P 500 and Nasdaq in 2025 as concerns grew on the company’s perceived AI positioning and relative Cloud revenue growth. However, AWS enters 2026 in an improved capacity position vs 2025, and we think accelerating AWS growth and improving AI tech.′</p><h2 id=\"id_2748600988\" style=\"text-align: start;\">Deutsche Bank upgrades CoreWeave to buy from neutral</h2><p>Deutsche says it likes the company’s partnership with Nvidia.</p><p>“Yesterday’s announcement with NVIDIA also incrementally strengthens the longer-term view. We firmly believe this was not about CoreWeave’s need for capital to fund its growth but more strategic in nature.”</p><h2 id=\"id_3326658723\" style=\"text-align: start;\">Cantor Fitzgerald initiates Strategy as overweight</h2><p>Cantor said in its initiation of Strategy that the crypto company is ready for the bitcoin cycle.</p><p>“BTC cycle means now is compelling time to buy this financial engineering innovator.”</p><h2 id=\"id_3594334417\" style=\"text-align: start;\">JPMorgan reiterates Disney as overweight</h2><p>JPMorgan says it’s sticking with the stock ahead of earnings next week.</p><p>“As per other catalysts – aside from getting into a beat and raise cadence and any intra-quarter parks data– we think multiple expansion can come from execution on streaming, with management previously highlighting the most significant changes underway from a product perspective since Disney+ launched in 2019, and a notably strong theatrical line up in calendar 2026.”</p><h2 id=\"id_1951260388\" style=\"text-align: start;\">Needham upgrades Affirm to buy from hold</h2><p>Neeham says the establishment of an Affirm bank could be a “game changer.”</p><p>“We are upgrading shares of AFRM to Buy (from Hold) and establishing a $100 price target, following the news that AFRM has submitted an application to establish Affirm Bank, a proposed Nevada-chartered industrial loan company.”</p><h2 id=\"id_1826470239\" style=\"text-align: start;\">Citi initiates Novartis as buy</h2><p>Citi says the biopharma company is an earnings “outperformer.”</p><p>“A serial earnings outperformer, we expect Novartis to achieve its 4-5% 25-30E sales guidance, beating consensus 3.5-4.0% and seeing our 30E forecasts 7-8% above consensus.”</p><h2 id=\"id_2671356958\" style=\"text-align: start;\">TD Cowen initiates Intuitive Surgical as buy</h2><p>TD Cowen says the med tech company has plenty of upside.</p><p>“We view ISRG as a core MedTech holding and see multiple procedure growth sustaining vectors.”</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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However, AWS enters 2026 in an improved capacity position vs 2025, and we think accelerating AWS growth and improving AI tech.′</p><h2 id=\"id_2748600988\" style=\"text-align: start;\">Deutsche Bank upgrades CoreWeave to buy from neutral</h2><p>Deutsche says it likes the company’s partnership with Nvidia.</p><p>“Yesterday’s announcement with NVIDIA also incrementally strengthens the longer-term view. We firmly believe this was not about CoreWeave’s need for capital to fund its growth but more strategic in nature.”</p><h2 id=\"id_3326658723\" style=\"text-align: start;\">Cantor Fitzgerald initiates Strategy as overweight</h2><p>Cantor said in its initiation of Strategy that the crypto company is ready for the bitcoin cycle.</p><p>“BTC cycle means now is compelling time to buy this financial engineering innovator.”</p><h2 id=\"id_3594334417\" style=\"text-align: start;\">JPMorgan reiterates Disney as overweight</h2><p>JPMorgan says it’s sticking with the stock ahead of earnings next week.</p><p>“As per other catalysts – aside from getting into a beat and raise cadence and any intra-quarter parks data– we think multiple expansion can come from execution on streaming, with management previously highlighting the most significant changes underway from a product perspective since Disney+ launched in 2019, and a notably strong theatrical line up in calendar 2026.”</p><h2 id=\"id_1951260388\" style=\"text-align: start;\">Needham upgrades Affirm to buy from hold</h2><p>Neeham says the establishment of an Affirm bank could be a “game changer.”</p><p>“We are upgrading shares of AFRM to Buy (from Hold) and establishing a $100 price target, following the news that AFRM has submitted an application to establish Affirm Bank, a proposed Nevada-chartered industrial loan company.”</p><h2 id=\"id_1826470239\" style=\"text-align: start;\">Citi initiates Novartis as buy</h2><p>Citi says the biopharma company is an earnings “outperformer.”</p><p>“A serial earnings outperformer, we expect Novartis to achieve its 4-5% 25-30E sales guidance, beating consensus 3.5-4.0% and seeing our 30E forecasts 7-8% above consensus.”</p><h2 id=\"id_2671356958\" style=\"text-align: start;\">TD Cowen initiates Intuitive Surgical as buy</h2><p>TD Cowen says the med tech company has plenty of upside.</p><p>“We view ISRG as a core MedTech holding and see multiple procedure growth sustaining vectors.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc.","ISRG":"直觉外科公司","NVDA":"英伟达","NVS":"诺华","TSLA":"特斯拉","DIS":"迪士尼","AMZN":"亚马逊","MSTR":"Strategy","AFRM":"Affirm Holdings, Inc.","AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158945525","content_text":"Here are the biggest calls on Wall Street on Tuesday:Evercore ISI reiterates Apple as outperformThe firm says it’s bullish ahead of earnings later this week.“We remain positive on shares of AAPL heading into the Dec-qtr earnings this Thursday, as our checks suggest that there’s near-term upside to street estimates, driven by strong iPhone demand and a minimal memory cost headwind (through the Mar-qtr).”Cantor Fitzgerald reiterates Tesla as overweightCantor says it’s sticking with the stock ahead of earnings on Wednesday.“On Tomorrow’s call, we expect Tesla to likely disclose its 2026 vehicle delivery outlook, and it will be interesting to see whether TSLA guides to growth in its auto business, or another year of fewer sales.”Wells Fargo reiterates Nvidia as overweightWells Fargo says the company’s partnership extends Nvidia’s competitive positioning.“Our Overweight rating is based on our positive stance on NVIDIA’s competitive positioning in gaming GPUs and expanding growth opportunities in data center, HPC, and emerging / expanding AI opportunities (autonomous vehicles, healthcare, robotics etc.)”Bank of America reiterates Amazon as buyThe firm lowered its price target to $286 per share from $303 ahead of earnings next week.“Amazon’s stock lagged the S&P 500 and Nasdaq in 2025 as concerns grew on the company’s perceived AI positioning and relative Cloud revenue growth. However, AWS enters 2026 in an improved capacity position vs 2025, and we think accelerating AWS growth and improving AI tech.′Deutsche Bank upgrades CoreWeave to buy from neutralDeutsche says it likes the company’s partnership with Nvidia.“Yesterday’s announcement with NVIDIA also incrementally strengthens the longer-term view. We firmly believe this was not about CoreWeave’s need for capital to fund its growth but more strategic in nature.”Cantor Fitzgerald initiates Strategy as overweightCantor said in its initiation of Strategy that the crypto company is ready for the bitcoin cycle.“BTC cycle means now is compelling time to buy this financial engineering innovator.”JPMorgan reiterates Disney as overweightJPMorgan says it’s sticking with the stock ahead of earnings next week.“As per other catalysts – aside from getting into a beat and raise cadence and any intra-quarter parks data– we think multiple expansion can come from execution on streaming, with management previously highlighting the most significant changes underway from a product perspective since Disney+ launched in 2019, and a notably strong theatrical line up in calendar 2026.”Needham upgrades Affirm to buy from holdNeeham says the establishment of an Affirm bank could be a “game changer.”“We are upgrading shares of AFRM to Buy (from Hold) and establishing a $100 price target, following the news that AFRM has submitted an application to establish Affirm Bank, a proposed Nevada-chartered industrial loan company.”Citi initiates Novartis as buyCiti says the biopharma company is an earnings “outperformer.”“A serial earnings outperformer, we expect Novartis to achieve its 4-5% 25-30E sales guidance, beating consensus 3.5-4.0% and seeing our 30E forecasts 7-8% above consensus.”TD Cowen initiates Intuitive Surgical as buyTD Cowen says the med tech company has plenty of upside.“We view ISRG as a core MedTech holding and see multiple procedure growth sustaining vectors.”","news_type":1,"symbols_score_info":{"MSTR":2,"AAPL":2,"AFRM":2,"ISRG":2,"CRWV":2,"NVDA":2,"NVS":2,"AMZN":2,"DIS":2,"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526315461038200,"gmtCreate":1769530359568,"gmtModify":1769530363467,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526315461038200","repostId":"2606223947","repostType":2,"repost":{"id":"2606223947","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":1769472999,"share":"https://ttm.financial/m/news/2606223947?lang=en_US&edition=fundamental","pubTime":"2026-01-27 08:16","market":"us","language":"en","title":"Nancy Pelosi Discloses Buys Of Nvidia, Apple, AllianceBernstein, And More; Sells Some Stakes","url":"https://stock-news.laohu8.com/highlight/detail?id=2606223947","media":"Benzinga","summary":"Nancy Pelosi discloses millions of dollars in stock purchases, stock sales, options transactions and donated shares. Here's a look at the trades.","content":"<html><head></head><body><p>Former Speaker of the House <strong>Nancy Pelosi </strong>(D-Calif.) has disclosed several new stock and options transactions, including the exercising of options for several Magnificent Seven stocks.</p><p>Here&#39;s a look at the disclosed trades.</p><p>Pelosi disclosed a handful of trades that were made in December and January, as reported by the Benzinga Government Trades page. The trades were disclosed as being made by a spouse, which makes the transactions done by Pelosi&#39;s husband and venture capitalist <strong>Paul Pelosi.</strong></p><p>Here are the stock transactions disclosed by Nancy Pelosi:</p><p>These transactions were the first disclosed by Pelosi since an October disclosure showed the contribution of <a href=\"https://laohu8.com/S/AAPL\">Apple</a> shares to <a href=\"https://laohu8.com/S/TRN\">Trinity</a> University.</p><p>The purchase of AllianceBernstein shares marks Pelosi&#39;s first ownership of the stock in several years and is one of the largest bets made in the new disclosure.</p><p>Pelosi exercised call options in options that were bought in January 2025 at the time of their expiration, trading options for shares in some of the most well-known stocks, along with newer growth stocks like <a href=\"https://laohu8.com/S/VST\">Vistra</a> and <a href=\"https://laohu8.com/S/TEM\">Tempus AI</a>.</p><p>Pelosi&#39;s investment portfolio saw several large sales in the latest disclosure, with options bought in some of the Magnificent Seven stocks.</p><p>Pelosi previously disclosed exercising <strong><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> Inc </strong>(NASDAQ:AVGO) options in June.</p><p>The only other transactions disclosed by Pelosi were the purchased options of <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, <a href=\"https://laohu8.com/S/TEM\">Tempus AI</a> and <a href=\"https://laohu8.com/S/VST\">Vistra</a> in January 2025.</p><p>Similar to this latest disclosure, Pelosi also disclosed selling large chunks of Apple and <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> shares in December 2025 before the year end. The transactions may have been done for tax purposes.</p><p>Pelosi was ranked as the 28th top trader in Congress by an annual UnusualWhales report. The report shows Pelosi gaining 20.1% for her investment portfolio in 2025, outperforming the 16.6% gain of the S&amp;P 500.</p><p>The former Speaker of the House is not running for re-election in the 2026 election, which means she will no longer have to disclose her stock and options transactions starting in January 2027. This means this could be one of the last disclosures from Pelosi.</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>Nancy Pelosi Discloses Buys Of Nvidia, Apple, AllianceBernstein, And More; Sells Some Stakes</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\">\nNancy Pelosi Discloses Buys Of Nvidia, Apple, AllianceBernstein, And More; Sells Some Stakes\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\">2026-01-27 08:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Former Speaker of the House <strong>Nancy Pelosi </strong>(D-Calif.) has disclosed several new stock and options transactions, including the exercising of options for several Magnificent Seven stocks.</p><p>Here&#39;s a look at the disclosed trades.</p><p>Pelosi disclosed a handful of trades that were made in December and January, as reported by the Benzinga Government Trades page. The trades were disclosed as being made by a spouse, which makes the transactions done by Pelosi&#39;s husband and venture capitalist <strong>Paul Pelosi.</strong></p><p>Here are the stock transactions disclosed by Nancy Pelosi:</p><p>These transactions were the first disclosed by Pelosi since an October disclosure showed the contribution of <a href=\"https://laohu8.com/S/AAPL\">Apple</a> shares to <a href=\"https://laohu8.com/S/TRN\">Trinity</a> University.</p><p>The purchase of AllianceBernstein shares marks Pelosi&#39;s first ownership of the stock in several years and is one of the largest bets made in the new disclosure.</p><p>Pelosi exercised call options in options that were bought in January 2025 at the time of their expiration, trading options for shares in some of the most well-known stocks, along with newer growth stocks like <a href=\"https://laohu8.com/S/VST\">Vistra</a> and <a href=\"https://laohu8.com/S/TEM\">Tempus AI</a>.</p><p>Pelosi&#39;s investment portfolio saw several large sales in the latest disclosure, with options bought in some of the Magnificent Seven stocks.</p><p>Pelosi previously disclosed exercising <strong><a href=\"https://laohu8.com/S/AVGO\">Broadcom</a> Inc </strong>(NASDAQ:AVGO) options in June.</p><p>The only other transactions disclosed by Pelosi were the purchased options of <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>, <a href=\"https://laohu8.com/S/GOOG\">Alphabet</a>, <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>, <a href=\"https://laohu8.com/S/TEM\">Tempus AI</a> and <a href=\"https://laohu8.com/S/VST\">Vistra</a> in January 2025.</p><p>Similar to this latest disclosure, Pelosi also disclosed selling large chunks of Apple and <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> shares in December 2025 before the year end. The transactions may have been done for tax purposes.</p><p>Pelosi was ranked as the 28th top trader in Congress by an annual UnusualWhales report. The report shows Pelosi gaining 20.1% for her investment portfolio in 2025, outperforming the 16.6% gain of the S&amp;P 500.</p><p>The former Speaker of the House is not running for re-election in the 2026 election, which means she will no longer have to disclose her stock and options transactions starting in January 2027. This means this could be one of the last disclosures from Pelosi.</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","LU0079474960.USD":"联博美国增长基金A","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0124676726.USD":"AB SICAV I - 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Global Income A (div) SGD-H","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","BK4579":"人工智能","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4574":"无人驾驶","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","SG9999002232.USD":"Allianz Global High Payout USD","BK4573":"虚拟现实","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H"},"source_url":"https://www.benzinga.com/news/politics/26/01/50139122/nancy-pelosi-discloses-new-stock-trades-heres-what-shes-loading-up-on-and-whats-shes-selling","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2606223947","content_text":"Former Speaker of the House Nancy Pelosi (D-Calif.) has disclosed several new stock and options transactions, including the exercising of options for several Magnificent Seven stocks.Here's a look at the disclosed trades.Pelosi disclosed a handful of trades that were made in December and January, as reported by the Benzinga Government Trades page. The trades were disclosed as being made by a spouse, which makes the transactions done by Pelosi's husband and venture capitalist Paul Pelosi.Here are the stock transactions disclosed by Nancy Pelosi:These transactions were the first disclosed by Pelosi since an October disclosure showed the contribution of Apple shares to Trinity University.The purchase of AllianceBernstein shares marks Pelosi's first ownership of the stock in several years and is one of the largest bets made in the new disclosure.Pelosi exercised call options in options that were bought in January 2025 at the time of their expiration, trading options for shares in some of the most well-known stocks, along with newer growth stocks like Vistra and Tempus AI.Pelosi's investment portfolio saw several large sales in the latest disclosure, with options bought in some of the Magnificent Seven stocks.Pelosi previously disclosed exercising Broadcom Inc (NASDAQ:AVGO) options in June.The only other transactions disclosed by Pelosi were the purchased options of Amazon, Alphabet, Nvidia, Tempus AI and Vistra in January 2025.Similar to this latest disclosure, Pelosi also disclosed selling large chunks of Apple and Nvidia shares in December 2025 before the year end. The transactions may have been done for tax purposes.Pelosi was ranked as the 28th top trader in Congress by an annual UnusualWhales report. The report shows Pelosi gaining 20.1% for her investment portfolio in 2025, outperforming the 16.6% gain of the S&P 500.The former Speaker of the House is not running for re-election in the 2026 election, which means she will no longer have to disclose her stock and options transactions starting in January 2027. This means this could be one of the last disclosures from Pelosi.","news_type":1,"symbols_score_info":{"AB":2,"AAPL":2,"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526187319043160,"gmtCreate":1769496453311,"gmtModify":1769496456914,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/526187319043160","repostId":"2605494439","repostType":2,"repost":{"id":"2605494439","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":1769090040,"share":"https://ttm.financial/m/news/2605494439?lang=en_US&edition=fundamental","pubTime":"2026-01-22 21:54","market":"sg","language":"en","title":"These fintech stocks could be big winners from Trump's 'populism' push, according to Citi","url":"https://stock-news.laohu8.com/highlight/detail?id=2605494439","media":"Dow Jones","summary":"Analysts say fintech stocks look like prime beneficiaries of a changing regulatory environment and Trump's 'affordability' initiatives. SoFi could benefit from shifts in the lending market and a healthier U.S. consumer, Citi analysts say.As President Donald Trump talks up his themes of populism, investors can benefit - but they've been seeking out stock opportunities in the wrong places, according to Citi analysts.\"Traders have been looking for potential beneficiaries, even relative ones, in consumer stocks, but we think investors may be missing a more interesting opportunity in fintech,\" or financial technology, wrote a team of analysts led by Drew Petitt.Whether Trump's various \"affordability\" pushes prove successful is an open question. But if \"populism\" measures like a proposed one-year cap on credit-card interest rates and limits on institutional home purchases actually leave Americans with more spending power, it's not just retailers that would win, the Citi team said. The analys","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW These fintech stocks could be big winners from Trump's 'populism' push, according to Citi\n</p>\n<p>\n  By Emily Bary \n</p>\n<p>\n     Analysts say fintech stocks look like prime beneficiaries of a changing regulatory environment and Trump's 'affordability' initiatives \n</p>\n<p>\n     SoFi could benefit from shifts in the lending market and a healthier U.S. consumer, Citi analysts say. \n</p>\n<p>\n     As President Donald Trump talks up his themes of populism, investors can benefit - but they've been seeking out stock opportunities in the wrong places, according to Citi analysts. \n</p>\n<p>\n     \"Traders have been looking for potential beneficiaries, even relative ones, in consumer stocks, but we think investors may be missing a more interesting opportunity in fintech,\" or financial technology, wrote a team of analysts led by Drew Petitt. \n</p>\n<p>\n     Whether Trump's various \"affordability\" pushes prove successful is an open question. But if \"populism\" measures like a proposed one-year cap on credit-card interest rates and limits on institutional home purchases actually leave Americans with more spending power, it's not just retailers that would win, the Citi team said. The analysts are drawn to \"disruptive\" fintech companies that can capitalize on both a changing regulatory landscape and a healthier U.S. consumer. \n</p>\n<p>\n     Bryan Keane of Citi highlights Block (XYZ), <a href=\"https://laohu8.com/S/AFRM\">Affirm</a> Holdings (AFRM), Toast <a href=\"https://laohu8.com/S/TOST\">$(TOST)$</a>T, Klarna Group <a href=\"https://laohu8.com/S/KLAR\">$(KLAR)$</a> and Bill Holdings <a href=\"https://laohu8.com/S/BILL\">$(BILL)$</a>. \"These platforms monetize simplification with faster onboarding, improved transaction transparency and embedded financial services that displace higher-cost bank, card or manual workflows,\" he wrote. \n</p>\n<p>\n     Affirm and Klarna both offer buy-now-pay-later services that cater to the \"underbanked,\" Keane noted. \n</p>\n<p>\n     Read: Big Tech stocks haven't been this cheap in months. These investors say it's time to buy. \n</p>\n<p>\n     Block plays into that theme as well, through its Cash App and Afterpay businesses, and the company also serves merchants through its <a href=\"https://laohu8.com/S/XYZ\">Square</a> business. That part of Block could get a boost if Trump's policies are able to spur more small-business formation, the analysts noted. So could Bill, which makes software for back-office tasks, and Toast, which markets point-of-sale offerings. \n</p>\n<p>\n     These companies are gaining market share from incumbent providers and would get a boost from regulatory shifts. \"Potential policy tailwinds include expanded [small-business] tax credits, faster digital-payments adoption and consumer-protection frameworks that favor transparent pricing models over opaque revolving credit,\" according to Keane. \n</p>\n<p>\n     See also: This stock-market indicator just flashed one of its most bullish signals since 2000 \n</p>\n<p>\n     Citi also highlighted some plays on cryptocurrency and lending, including <a href=\"https://laohu8.com/S/COIN\">Coinbase</a> Global (COIN), SoFi Technologies <a href=\"https://laohu8.com/S/SOFI\">$(SOFI)$</a>, <a href=\"https://laohu8.com/S/CRCL\">Circle</a> Internet Group (CRCL), <a href=\"https://laohu8.com/S/BLSH\">Bullish</a> (BLSH), <a href=\"https://laohu8.com/S/UPST\">Upstart</a> Holdings (UPST) and Pagaya Technologies <a href=\"https://laohu8.com/S/PGY\">$(PGY)$</a>. \n</p>\n<p>\n     \"Regulation is driving legitimacy for digital-asset names\" such as Coinbase, Circle and Bullish, said Citi's Peter Christiansen. Following last summer's passage of the Genius Act, a measure that established stablecoin frameworks, he's watching the Clarity Act, which \"is currently in the Senate...and plans to be a comprehensive reform of the entire digital-assets space.\" \n</p>\n<p>\n     Meanwhile, SoFi, Upstart and Pagaya play into the theme of lending. They \"could see tailwinds from other populist regulation should it feed through to an expansion of private-credit markets (or disruption of current sources) and general consumer strength,\" Christiansen said. \n</p>\n<p>\n     More from MarketWatch: How to play payments stocks after essentially their worst run in 15 years \n</p>\n<p>\n     His Citi colleague Steve Enders tabbed a few software companies that could be beneficiaries as well: <a href=\"https://laohu8.com/S/SHOP\">Shopify</a> (SHOP), which operates e-commerce infrastructure; Intuit <a href=\"https://laohu8.com/S/INTU\">$(INTU)$</a>, which makes tax-preparation and credit-management tools; and <a href=\"https://laohu8.com/S/HUBS\">HubSpot</a> (HUBS), which offers marketing products. \n</p>\n<p>\n     \"On the consumer side, a potential change in tax policy or stimulus on top of the changes from the OBBBA could lead to elevated refund activity and a more challenging tax environment, both of which have led to elevated spend on tax software for TurboTax in the past,\" Enders wrote, referring to the One Big Beautiful Bill Act. \n</p>\n<p>\n     TurboTax is an Intuit product, as is CreditKarma, which \"has been taking share within the lending market with better consumer health potentially leading to increased willingness for lenders to provide financial products to consumers.\" \n</p>\n<p>\n     Like some of the pure fintech plays, Shopify and HubSpot would get a lift from policies that incentivize small-business formation or leave existing small businesses with more financial firepower. \n</p>\n<p>\n     -Emily Bary \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 22, 2026 08:54 ET (13:54 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These fintech stocks could be big winners from Trump's 'populism' push, according to Citi</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 fintech stocks could be big winners from Trump's 'populism' push, according to Citi\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\">2026-01-22 21:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW These fintech stocks could be big winners from Trump's 'populism' push, according to Citi\n</p>\n<p>\n  By Emily Bary \n</p>\n<p>\n     Analysts say fintech stocks look like prime beneficiaries of a changing regulatory environment and Trump's 'affordability' initiatives \n</p>\n<p>\n     SoFi could benefit from shifts in the lending market and a healthier U.S. consumer, Citi analysts say. \n</p>\n<p>\n     As President Donald Trump talks up his themes of populism, investors can benefit - but they've been seeking out stock opportunities in the wrong places, according to Citi analysts. \n</p>\n<p>\n     \"Traders have been looking for potential beneficiaries, even relative ones, in consumer stocks, but we think investors may be missing a more interesting opportunity in fintech,\" or financial technology, wrote a team of analysts led by Drew Petitt. \n</p>\n<p>\n     Whether Trump's various \"affordability\" pushes prove successful is an open question. But if \"populism\" measures like a proposed one-year cap on credit-card interest rates and limits on institutional home purchases actually leave Americans with more spending power, it's not just retailers that would win, the Citi team said. The analysts are drawn to \"disruptive\" fintech companies that can capitalize on both a changing regulatory landscape and a healthier U.S. consumer. \n</p>\n<p>\n     Bryan Keane of Citi highlights Block (XYZ), <a href=\"https://laohu8.com/S/AFRM\">Affirm</a> Holdings (AFRM), Toast <a href=\"https://laohu8.com/S/TOST\">$(TOST)$</a>T, Klarna Group <a href=\"https://laohu8.com/S/KLAR\">$(KLAR)$</a> and Bill Holdings <a href=\"https://laohu8.com/S/BILL\">$(BILL)$</a>. \"These platforms monetize simplification with faster onboarding, improved transaction transparency and embedded financial services that displace higher-cost bank, card or manual workflows,\" he wrote. \n</p>\n<p>\n     Affirm and Klarna both offer buy-now-pay-later services that cater to the \"underbanked,\" Keane noted. \n</p>\n<p>\n     Read: Big Tech stocks haven't been this cheap in months. These investors say it's time to buy. \n</p>\n<p>\n     Block plays into that theme as well, through its Cash App and Afterpay businesses, and the company also serves merchants through its <a href=\"https://laohu8.com/S/XYZ\">Square</a> business. That part of Block could get a boost if Trump's policies are able to spur more small-business formation, the analysts noted. So could Bill, which makes software for back-office tasks, and Toast, which markets point-of-sale offerings. \n</p>\n<p>\n     These companies are gaining market share from incumbent providers and would get a boost from regulatory shifts. \"Potential policy tailwinds include expanded [small-business] tax credits, faster digital-payments adoption and consumer-protection frameworks that favor transparent pricing models over opaque revolving credit,\" according to Keane. \n</p>\n<p>\n     See also: This stock-market indicator just flashed one of its most bullish signals since 2000 \n</p>\n<p>\n     Citi also highlighted some plays on cryptocurrency and lending, including <a href=\"https://laohu8.com/S/COIN\">Coinbase</a> Global (COIN), SoFi Technologies <a href=\"https://laohu8.com/S/SOFI\">$(SOFI)$</a>, <a href=\"https://laohu8.com/S/CRCL\">Circle</a> Internet Group (CRCL), <a href=\"https://laohu8.com/S/BLSH\">Bullish</a> (BLSH), <a href=\"https://laohu8.com/S/UPST\">Upstart</a> Holdings (UPST) and Pagaya Technologies <a href=\"https://laohu8.com/S/PGY\">$(PGY)$</a>. \n</p>\n<p>\n     \"Regulation is driving legitimacy for digital-asset names\" such as Coinbase, Circle and Bullish, said Citi's Peter Christiansen. Following last summer's passage of the Genius Act, a measure that established stablecoin frameworks, he's watching the Clarity Act, which \"is currently in the Senate...and plans to be a comprehensive reform of the entire digital-assets space.\" \n</p>\n<p>\n     Meanwhile, SoFi, Upstart and Pagaya play into the theme of lending. They \"could see tailwinds from other populist regulation should it feed through to an expansion of private-credit markets (or disruption of current sources) and general consumer strength,\" Christiansen said. \n</p>\n<p>\n     More from MarketWatch: How to play payments stocks after essentially their worst run in 15 years \n</p>\n<p>\n     His Citi colleague Steve Enders tabbed a few software companies that could be beneficiaries as well: <a href=\"https://laohu8.com/S/SHOP\">Shopify</a> (SHOP), which operates e-commerce infrastructure; Intuit <a href=\"https://laohu8.com/S/INTU\">$(INTU)$</a>, which makes tax-preparation and credit-management tools; and <a href=\"https://laohu8.com/S/HUBS\">HubSpot</a> (HUBS), which offers marketing products. \n</p>\n<p>\n     \"On the consumer side, a potential change in tax policy or stimulus on top of the changes from the OBBBA could lead to elevated refund activity and a more challenging tax environment, both of which have led to elevated spend on tax software for TurboTax in the past,\" Enders wrote, referring to the One Big Beautiful Bill Act. \n</p>\n<p>\n     TurboTax is an Intuit product, as is CreditKarma, which \"has been taking share within the lending market with better consumer health potentially leading to increased willingness for lenders to provide financial products to consumers.\" \n</p>\n<p>\n     Like some of the pure fintech plays, Shopify and HubSpot would get a lift from policies that incentivize small-business formation or leave existing small businesses with more financial firepower. \n</p>\n<p>\n     -Emily Bary \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 22, 2026 08:54 ET (13:54 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","BK4595":"比特币概念","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4023":"应用软件","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","BK4554":"元宇宙及AR概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","SG9999002232.USD":"Allianz Global High Payout USD","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4585":"ETF&股票定投概念","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","COYY":"GRANITESHARES YIELDBOOST COIN ETF","UPST":"Upstart Holdings, Inc.","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - 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but they've been seeking out stock opportunities in the wrong places, according to Citi analysts. \n\n\n     \"Traders have been looking for potential beneficiaries, even relative ones, in consumer stocks, but we think investors may be missing a more interesting opportunity in fintech,\" or financial technology, wrote a team of analysts led by Drew Petitt. \n\n\n     Whether Trump's various \"affordability\" pushes prove successful is an open question. But if \"populism\" measures like a proposed one-year cap on credit-card interest rates and limits on institutional home purchases actually leave Americans with more spending power, it's not just retailers that would win, the Citi team said. The analysts are drawn to \"disruptive\" fintech companies that can capitalize on both a changing regulatory landscape and a healthier U.S. consumer. \n\n\n     Bryan Keane of Citi highlights Block (XYZ), Affirm Holdings (AFRM), Toast $(TOST)$T, Klarna Group $(KLAR)$ and Bill Holdings $(BILL)$. \"These platforms monetize simplification with faster onboarding, improved transaction transparency and embedded financial services that displace higher-cost bank, card or manual workflows,\" he wrote. \n\n\n     Affirm and Klarna both offer buy-now-pay-later services that cater to the \"underbanked,\" Keane noted. \n\n\n     Read: Big Tech stocks haven't been this cheap in months. These investors say it's time to buy. \n\n\n     Block plays into that theme as well, through its Cash App and Afterpay businesses, and the company also serves merchants through its Square business. That part of Block could get a boost if Trump's policies are able to spur more small-business formation, the analysts noted. So could Bill, which makes software for back-office tasks, and Toast, which markets point-of-sale offerings. \n\n\n     These companies are gaining market share from incumbent providers and would get a boost from regulatory shifts. \"Potential policy tailwinds include expanded [small-business] tax credits, faster digital-payments adoption and consumer-protection frameworks that favor transparent pricing models over opaque revolving credit,\" according to Keane. \n\n\n     See also: This stock-market indicator just flashed one of its most bullish signals since 2000 \n\n\n     Citi also highlighted some plays on cryptocurrency and lending, including Coinbase Global (COIN), SoFi Technologies $(SOFI)$, Circle Internet Group (CRCL), Bullish (BLSH), Upstart Holdings (UPST) and Pagaya Technologies $(PGY)$. \n\n\n     \"Regulation is driving legitimacy for digital-asset names\" such as Coinbase, Circle and Bullish, said Citi's Peter Christiansen. Following last summer's passage of the Genius Act, a measure that established stablecoin frameworks, he's watching the Clarity Act, which \"is currently in the Senate...and plans to be a comprehensive reform of the entire digital-assets space.\" \n\n\n     Meanwhile, SoFi, Upstart and Pagaya play into the theme of lending. They \"could see tailwinds from other populist regulation should it feed through to an expansion of private-credit markets (or disruption of current sources) and general consumer strength,\" Christiansen said. \n\n\n     More from MarketWatch: How to play payments stocks after essentially their worst run in 15 years \n\n\n     His Citi colleague Steve Enders tabbed a few software companies that could be beneficiaries as well: Shopify (SHOP), which operates e-commerce infrastructure; Intuit $(INTU)$, which makes tax-preparation and credit-management tools; and HubSpot (HUBS), which offers marketing products. \n\n\n     \"On the consumer side, a potential change in tax policy or stimulus on top of the changes from the OBBBA could lead to elevated refund activity and a more challenging tax environment, both of which have led to elevated spend on tax software for TurboTax in the past,\" Enders wrote, referring to the One Big Beautiful Bill Act. \n\n\n     TurboTax is an Intuit product, as is CreditKarma, which \"has been taking share within the lending market with better consumer health potentially leading to increased willingness for lenders to provide financial products to consumers.\" \n\n\n     Like some of the pure fintech plays, Shopify and HubSpot would get a lift from policies that incentivize small-business formation or leave existing small businesses with more financial firepower. \n\n\n     -Emily Bary \n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 22, 2026 08:54 ET (13:54 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"AFRM":1.87,"CONY":0.6,"KLAR":1.87,"SHOP":1.87,"PGYDF":1.87,"XYZ":1.87,"CONX":0.6,"UPST":1.87,"BILL":1.87,"PGY":1.87,"COIG":0.6,"HUBS":1.87,"CONI":0.6,"TOST":1.87,"COIW":0.6,"COYY":0.6,"INTU":1.88,"BLSH":1.87,"XYZ.AU":1.87,"FIAT":0.6,"COIO":0.6,"COIA":0.6}},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":525931838177872,"gmtCreate":1769434071695,"gmtModify":1769434075196,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/525931838177872","repostId":"1152378506","repostType":2,"repost":{"id":"1152378506","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1769432550,"share":"https://ttm.financial/m/news/1152378506?lang=en_US&edition=fundamental","pubTime":"2026-01-26 21:02","market":"us","language":"en","title":"Nvidia Invests $2 Billion in CoreWeave, Expands Partnership","url":"https://stock-news.laohu8.com/highlight/detail?id=1152378506","media":"Reuters","summary":"Nvidia has invested $2 billion in CoreWeave at a purchase price of $87.20 per share.","content":"<html><head></head><body><p>Jan 26 (Reuters) - <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> has invested $2 billion in <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> at a purchase price of $87.20 per share, the ‌companies said on Monday, as they expand their partnership to boost CoreWeave&#39;s data center build out ambitions.</p><p>Shares of CoreWeave jumped more than 10% ‌in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bca92fca71a199991e1bac8e42a877bb\" title=\"\" tg-width=\"880\" tg-height=\"617\"/></p><p style=\"text-align: start;\">CoreWeave is targeting to build more than 5 gigawatts in AI data center capacity by 2030. The fresh ‍investment from Nvidia will help the AI infrastructure provider speed up procurement of the land and power ⁠required to build the facilities.</p><p>So-called &#34;neoclouds&#34; like ‍CoreWeave, which provide tech companies with the infrastructure needed ‌to ‌build, run and deploy AI technologies, have seen a surge in demand in recent years as enterprise adoption of AI picks ⁠up.</p><p>Nvidia was ⁠CoreWeave&#39;s third largest shareholder with a 6.3% stake, or 24.3 million shares, in the company.</p><p>It is now nearly ‍doubling its stake in Coreweave by adding roughly 23 million shares in the firm, becoming its second-largest investor now, according to ‍Reuters calculations based on data compiled by LSEG.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Invests $2 Billion in CoreWeave, Expands Partnership</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\">\nNvidia Invests $2 Billion in CoreWeave, Expands Partnership\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-01-26 21:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Jan 26 (Reuters) - <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> has invested $2 billion in <a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> at a purchase price of $87.20 per share, the ‌companies said on Monday, as they expand their partnership to boost CoreWeave&#39;s data center build out ambitions.</p><p>Shares of CoreWeave jumped more than 10% ‌in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bca92fca71a199991e1bac8e42a877bb\" title=\"\" tg-width=\"880\" tg-height=\"617\"/></p><p style=\"text-align: start;\">CoreWeave is targeting to build more than 5 gigawatts in AI data center capacity by 2030. The fresh ‍investment from Nvidia will help the AI infrastructure provider speed up procurement of the land and power ⁠required to build the facilities.</p><p>So-called &#34;neoclouds&#34; like ‍CoreWeave, which provide tech companies with the infrastructure needed ‌to ‌build, run and deploy AI technologies, have seen a surge in demand in recent years as enterprise adoption of AI picks ⁠up.</p><p>Nvidia was ⁠CoreWeave&#39;s third largest shareholder with a 6.3% stake, or 24.3 million shares, in the company.</p><p>It is now nearly ‍doubling its stake in Coreweave by adding roughly 23 million shares in the firm, becoming its second-largest investor now, according to ‍Reuters calculations based on data compiled by LSEG.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","CRWV":"CoreWeave, Inc.","CWVX":"2倍做多CRWV ETF-Tradr","CRWU":"2倍做多CRWV ETF-T-Rex","CRWG":"2倍做多CRWV ETF-Leverage Shares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152378506","content_text":"Jan 26 (Reuters) - Nvidia has invested $2 billion in CoreWeave at a purchase price of $87.20 per share, the ‌companies said on Monday, as they expand their partnership to boost CoreWeave's data center build out ambitions.Shares of CoreWeave jumped more than 10% ‌in premarket trading.CoreWeave is targeting to build more than 5 gigawatts in AI data center capacity by 2030. The fresh ‍investment from Nvidia will help the AI infrastructure provider speed up procurement of the land and power ⁠required to build the facilities.So-called \"neoclouds\" like ‍CoreWeave, which provide tech companies with the infrastructure needed ‌to ‌build, run and deploy AI technologies, have seen a surge in demand in recent years as enterprise adoption of AI picks ⁠up.Nvidia was ⁠CoreWeave's third largest shareholder with a 6.3% stake, or 24.3 million shares, in the company.It is now nearly ‍doubling its stake in Coreweave by adding roughly 23 million shares in the firm, becoming its second-largest investor now, according to ‍Reuters calculations based on data compiled by LSEG.","news_type":1,"symbols_score_info":{"CRWU":0.6,"CWVX":0.6,"CRWG":0.6,"CRWV":2.1,"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":522449141736632,"gmtCreate":1768586292533,"gmtModify":1768586297273,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/522449141736632","repostId":"1103617838","repostType":2,"repost":{"id":"1103617838","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1768579714,"share":"https://ttm.financial/m/news/1103617838?lang=en_US&edition=fundamental","pubTime":"2026-01-17 00:08","market":"nz","language":"en","title":"Stock Track | CoreWeave, Inc. (CRWV) Soars 5.01% Intraday as Trump Discloses Bond Investment","url":"https://stock-news.laohu8.com/highlight/detail?id=1103617838","media":"Stock Track","summary":"CoreWeave, Inc. (CRWV) saw its stock price surge by 5.01% during Friday's intraday trading session. The sharp rise follows the disclosure of President Donald Trump's bond investments, which included...","content":"<p>CoreWeave, Inc. (CRWV) saw its stock price surge by 5.01% during Friday's intraday trading session. The sharp rise follows the disclosure of President Donald Trump's bond investments, which included CoreWeave.</p><p>The White House's financial disclosure revealed that Trump invested in bonds issued by several companies, including CoreWeave, as part of a $51 million bond purchase. This news has likely boosted investor confidence in CRWV, contributing to the stock's upward movement.</p>","source":"ai_movement_en","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | CoreWeave, Inc. (CRWV) Soars 5.01% Intraday as Trump Discloses Bond Investment</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | CoreWeave, Inc. (CRWV) Soars 5.01% Intraday as Trump Discloses Bond Investment\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2026-01-17 00:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>CoreWeave, Inc. (CRWV) saw its stock price surge by 5.01% during Friday's intraday trading session. The sharp rise follows the disclosure of President Donald Trump's bond investments, which included CoreWeave.</p><p>The White House's financial disclosure revealed that Trump invested in bonds issued by several companies, including CoreWeave, as part of a $51 million bond purchase. This news has likely boosted investor confidence in CRWV, contributing to the stock's upward movement.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103617838","content_text":"CoreWeave, Inc. (CRWV) saw its stock price surge by 5.01% during Friday's intraday trading session. The sharp rise follows the disclosure of President Donald Trump's bond investments, which included CoreWeave.The White House's financial disclosure revealed that Trump invested in bonds issued by several companies, including CoreWeave, as part of a $51 million bond purchase. This news has likely boosted investor confidence in CRWV, contributing to the stock's upward movement.","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":521306438263352,"gmtCreate":1768315626368,"gmtModify":1768315648336,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521306438263352","repostId":"2603526775","repostType":2,"repost":{"id":"2603526775","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":1768294167,"share":"https://ttm.financial/m/news/2603526775?lang=en_US&edition=fundamental","pubTime":"2026-01-13 16:49","market":"hk","language":"en","title":"This Chip Stock Has Climbed 50% Over The Last 12 Months. It May Be A Play On SpaceX's Growth.","url":"https://stock-news.laohu8.com/highlight/detail?id=2603526775","media":"Dow Jones","summary":"Macom Technology Solutions has called out various ways it can cash in on the boom in low-Earth-orbit satellites. SpaceX says it provides satellite-internet service to more than 9 million customers.Investors looking for a publicly traded way to play SpaceX's growth may have found one in the chip sector.Monday's gains come just days after the Federal Communications Commission authorized SpaceX to deploy and operate up to 15,000 second-generation Starlink satellites to provide direct-to-cell connectivity around the world. The U.S. agency also said it would allow SpaceX to upgrade the satellites and operate across five frequencies, while waiving a few requirements that it called \"obsolete.\". \"This FCC authorization is a game-changer for enabling next-generation services,\" FCC Chair Brendan Carr said in a statement on Friday, adding that the agency has \"given SpaceX the green light to deliver unprecedented satellite broadband capabilities\" and boost competition.SpaceX isn't alone, either. A","content":"<html><head></head><body><p>Investors looking for a publicly traded way to play SpaceX&#39;s growth may have found one in the chip sector.</p><p>Shares of Macom Technology Solutions <a href=\"https://laohu8.com/S/MTSI\">$(MTSI)$</a>, which makes semiconductors that enable high-speed data transmission over fiber optics, rose 13% in Monday trading. Over the last 12 months, the Lowell, Mass.-based company&#39;s stock has climbed 51%.</p><p>Mizuho trading-desk analyst Jordan Klein said in a note to clients Monday that in his view, &#34;more investors are seeking exposure and leverage to growth in satellites&#34; and see Macom as a way to do that. In a previous note, Klein, whose firm doesn&#39;t cover Macom, said the company defines the meaning of &#34;underpromise and overdeliver.&#34;</p><p>In that earlier note, he called the company a &#34;key beneficiary&#34; of satellite-network investments and broader growth in artificial-intelligence-related optical and copper spending.</p><p>Monday&#39;s gains come just days after the Federal Communications Commission authorized SpaceX to deploy and operate up to 15,000 second-generation Starlink satellites to provide direct-to-cell connectivity around the world. The U.S. agency also said it would allow SpaceX to upgrade the satellites and operate across five frequencies, while waiving a few requirements that it called &#34;obsolete.&#34;</p><p>&#34;This FCC authorization is a game-changer for enabling next-generation services,&#34; FCC Chair Brendan Carr said in a statement on Friday, adding that the agency has &#34;given SpaceX the green light to deliver unprecedented satellite broadband capabilities&#34; and boost competition.</p><p>SpaceX had sought approval to launch up to 30,000 units, but the FCC said it would defer authorizing additional launches. Overall, SpaceX has 9,451 satellites currently in low-Earth orbit, or LEO, according to Jonathan McDowell, an astronomer who tracks space launches on his website.</p><p>As of 2025, SpaceX has launched more than 3,000 V2 Mini satellites into orbit, according to its latest annual progress report. The company said those satellites are lighter and more reliable and provide better service than the previous generation.</p><p>The company also says it provides satellite-internet service to more than 9 million customers in 155 countries and markets. Through partnerships with mobile-network operators, Starlink provided direct-to-consumer services to 6 million monthly customers as of 2025.</p><p>SpaceX isn&#39;t alone, either. <a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile</a> (ASTS) and <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s (AMZN) LEO division are just two of nearly a dozen companies exploring LEO constellations supporting DTC or direct-to-device communications, according to Macom&#39;s count.</p><p>&#34;These LEO constellations have many areas where Macom can contribute,&#34; CEO Stephen Daly said on the company&#39;s fourth-quarter earnings call in November.</p><p>&#34;Depending on the customer preferences and capabilities, we position ourselves to support them at any level in the supply chain, from foundry services, custom IC design, standard products and even full module and subsystem design and manufacturing,&#34; he added, referring to integrated circuits.</p><p>Separately, Macom on Monday announced that former Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> executive Bryan Ingram would join its board of directors. Ingram was an executive overseeing Avago Technologies&#39; wireless semiconductor business for over a decade, and after Avago merged with Broadcom in 2016, he stayed on at the company through early 2020.</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>This Chip Stock Has Climbed 50% Over The Last 12 Months. It May Be A Play On SpaceX's Growth.</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\">\nThis Chip Stock Has Climbed 50% Over The Last 12 Months. It May Be A Play On SpaceX's Growth.\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\">2026-01-13 16:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Investors looking for a publicly traded way to play SpaceX&#39;s growth may have found one in the chip sector.</p><p>Shares of Macom Technology Solutions <a href=\"https://laohu8.com/S/MTSI\">$(MTSI)$</a>, which makes semiconductors that enable high-speed data transmission over fiber optics, rose 13% in Monday trading. Over the last 12 months, the Lowell, Mass.-based company&#39;s stock has climbed 51%.</p><p>Mizuho trading-desk analyst Jordan Klein said in a note to clients Monday that in his view, &#34;more investors are seeking exposure and leverage to growth in satellites&#34; and see Macom as a way to do that. In a previous note, Klein, whose firm doesn&#39;t cover Macom, said the company defines the meaning of &#34;underpromise and overdeliver.&#34;</p><p>In that earlier note, he called the company a &#34;key beneficiary&#34; of satellite-network investments and broader growth in artificial-intelligence-related optical and copper spending.</p><p>Monday&#39;s gains come just days after the Federal Communications Commission authorized SpaceX to deploy and operate up to 15,000 second-generation Starlink satellites to provide direct-to-cell connectivity around the world. The U.S. agency also said it would allow SpaceX to upgrade the satellites and operate across five frequencies, while waiving a few requirements that it called &#34;obsolete.&#34;</p><p>&#34;This FCC authorization is a game-changer for enabling next-generation services,&#34; FCC Chair Brendan Carr said in a statement on Friday, adding that the agency has &#34;given SpaceX the green light to deliver unprecedented satellite broadband capabilities&#34; and boost competition.</p><p>SpaceX had sought approval to launch up to 30,000 units, but the FCC said it would defer authorizing additional launches. Overall, SpaceX has 9,451 satellites currently in low-Earth orbit, or LEO, according to Jonathan McDowell, an astronomer who tracks space launches on his website.</p><p>As of 2025, SpaceX has launched more than 3,000 V2 Mini satellites into orbit, according to its latest annual progress report. The company said those satellites are lighter and more reliable and provide better service than the previous generation.</p><p>The company also says it provides satellite-internet service to more than 9 million customers in 155 countries and markets. Through partnerships with mobile-network operators, Starlink provided direct-to-consumer services to 6 million monthly customers as of 2025.</p><p>SpaceX isn&#39;t alone, either. <a href=\"https://laohu8.com/S/ASTS\">AST SpaceMobile</a> (ASTS) and <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>&#39;s (AMZN) LEO division are just two of nearly a dozen companies exploring LEO constellations supporting DTC or direct-to-device communications, according to Macom&#39;s count.</p><p>&#34;These LEO constellations have many areas where Macom can contribute,&#34; CEO Stephen Daly said on the company&#39;s fourth-quarter earnings call in November.</p><p>&#34;Depending on the customer preferences and capabilities, we position ourselves to support them at any level in the supply chain, from foundry services, custom IC design, standard products and even full module and subsystem design and manufacturing,&#34; he added, referring to integrated circuits.</p><p>Separately, Macom on Monday announced that former Broadcom <a href=\"https://laohu8.com/S/AVGO\">$(AVGO)$</a> executive Bryan Ingram would join its board of directors. Ingram was an executive overseeing Avago Technologies&#39; wireless semiconductor business for over a decade, and after Avago merged with Broadcom in 2016, he stayed on at the company through early 2020.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0061474960.USD":"天利环球焦点基金AU Acc","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","BK4532":"文艺复兴科技持仓","LU2041044095.USD":"Blackrock Circular Economy A2 USD","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2264538146.SGD":"Fullerton Lux Funds - 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Over the last 12 months, the Lowell, Mass.-based company's stock has climbed 51%.Mizuho trading-desk analyst Jordan Klein said in a note to clients Monday that in his view, \"more investors are seeking exposure and leverage to growth in satellites\" and see Macom as a way to do that. In a previous note, Klein, whose firm doesn't cover Macom, said the company defines the meaning of \"underpromise and overdeliver.\"In that earlier note, he called the company a \"key beneficiary\" of satellite-network investments and broader growth in artificial-intelligence-related optical and copper spending.Monday's gains come just days after the Federal Communications Commission authorized SpaceX to deploy and operate up to 15,000 second-generation Starlink satellites to provide direct-to-cell connectivity around the world. The U.S. agency also said it would allow SpaceX to upgrade the satellites and operate across five frequencies, while waiving a few requirements that it called \"obsolete.\"\"This FCC authorization is a game-changer for enabling next-generation services,\" FCC Chair Brendan Carr said in a statement on Friday, adding that the agency has \"given SpaceX the green light to deliver unprecedented satellite broadband capabilities\" and boost competition.SpaceX had sought approval to launch up to 30,000 units, but the FCC said it would defer authorizing additional launches. Overall, SpaceX has 9,451 satellites currently in low-Earth orbit, or LEO, according to Jonathan McDowell, an astronomer who tracks space launches on his website.As of 2025, SpaceX has launched more than 3,000 V2 Mini satellites into orbit, according to its latest annual progress report. The company said those satellites are lighter and more reliable and provide better service than the previous generation.The company also says it provides satellite-internet service to more than 9 million customers in 155 countries and markets. Through partnerships with mobile-network operators, Starlink provided direct-to-consumer services to 6 million monthly customers as of 2025.SpaceX isn't alone, either. AST SpaceMobile (ASTS) and Amazon's (AMZN) LEO division are just two of nearly a dozen companies exploring LEO constellations supporting DTC or direct-to-device communications, according to Macom's count.\"These LEO constellations have many areas where Macom can contribute,\" CEO Stephen Daly said on the company's fourth-quarter earnings call in November.\"Depending on the customer preferences and capabilities, we position ourselves to support them at any level in the supply chain, from foundry services, custom IC design, standard products and even full module and subsystem design and manufacturing,\" he added, referring to integrated circuits.Separately, Macom on Monday announced that former Broadcom $(AVGO)$ executive Bryan Ingram would join its board of directors. Ingram was an executive overseeing Avago Technologies' wireless semiconductor business for over a decade, and after Avago merged with Broadcom in 2016, he stayed on at the company through early 2020.","news_type":1,"symbols_score_info":{"MTSI":1.95}},"isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":521293542036448,"gmtCreate":1768297301369,"gmtModify":1768297305043,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/521293542036448","repostId":"2603214735","repostType":2,"repost":{"id":"2603214735","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":1768289400,"share":"https://ttm.financial/m/news/2603214735?lang=en_US&edition=fundamental","pubTime":"2026-01-13 15:30","market":"us","language":"en","title":"Microsoft, Oracle and ServiceNow Could Be the Top Stocks to Play a Software Comeback","url":"https://stock-news.laohu8.com/highlight/detail?id=2603214735","media":"Dow Jones","summary":"Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize the coming wave of AI adoption.","content":"<html><head></head><body><p style=\"text-align: start;\">While artificial-intelligence infrastructure stocks have received much of investors’ attention in recent years, it might be the software sector’s turn to rack up big gains in 2026.</p><p style=\"text-align: start;\">In particular, companies making infrastructure software, which manage hardware and data, present a compelling opportunity for investors, according to analysts at Goldman Sachs and Deutsche Bank. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> fall into this category.</p><p>Over the past year, semiconductor stocks have dramatically outperformed software stocks, with the <a href=\"https://laohu8.com/S/SOXX\">iShares Semiconductor ETF</a> gaining 52% and the <a href=\"https://laohu8.com/S/IGV\">iShares Expanded Tech-Software Sector ETF</a> rising just 8%.</p><p>However, the next three years will present revenue acceleration opportunities for the above companies, Goldman Sachs analyst Gabriela Borges wrote in a Sunday note. AI could expand the total addressable market for software by roughly 30% through 2037, she added.</p><p style=\"text-align: start;\">Goldman Sachs named Microsoft its top pick among AI infrastructure names thanks to its multitude of opportunities to monetize its Azure cloud business. Borges expects Azure to drive revenue estimates higher in 2026 as it capitalizes on a “fungible” capacity, meaning that its data centers can be easily utilized for a variety of different workloads and customers.</p><p style=\"text-align: start;\">Beyond its massive cloud infrastructure, Microsoft is cementing its leadership in the software-application layer with the introduction of Agent 365 and Foundry. These products allow customers to build custom AI agents with governance and security controls, making Microsoft a critical player in the “orchestration layer” to manage chatbots, Borges wrote.</p><p>Analysts at Goldman Sachs and Deutsche Bank both called Oracle a top pick. Deutsche Bank’s Brad Zelnick noted that Oracle’s future deal pipeline has swelled to over $500 billion, making it an industry leader in deploying AI infrastructure at scale.</p><p style=\"text-align: start;\">Oracle Cloud Infrastructure, the company’s cloud platform, has hit an “inflection point” thanks to robust demand for AI workloads, Borges wrote. She anticipates that revenue will accelerate in 2026 as the company converts these deals into recognized revenue.</p><p style=\"text-align: start;\">Oracle’s unique database architecture, which was built to promote speed and efficiency between servers, is especially well-suited to AI workloads with high volumes of data, according to Goldman Sachs.</p><p style=\"text-align: start;\">Beyond AI workloads, Oracle is still seeing growth from companies migrating their data to the cloud, Zelnick said. Investors could be underestimating the growth of Oracle’s non-OCI revenue, he added.</p><p>For ServiceNow, Borges believes the company will be able to grow revenues organically at around 20% annually through 2029. The workflow-management company has developed what it calls an AI Control Tower to provide governance and oversight for AI agents across a company.</p><p style=\"text-align: start;\">“We believe outsized value will accrue in the agent orchestration layer that controls and governs agents across multiple vendors,” putting ServiceNow in a good spot, Borges wrote.</p><p style=\"text-align: start;\">ServiceNow has also ramped up its acquisition strategy recently, announcing plans to buy cybersecurity firm Armis at the end of 2025 to expand its cybersecurity offerings. ServiceNow aims to integrate Armis’ real-time threat intelligence with its automated workflows to proactively reduce security risks. The acquisition could help create “a meaningful new product cycle for ServiceNow” over the next five years, according to Borges.</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>Microsoft, Oracle and ServiceNow Could Be the Top Stocks to Play a Software Comeback</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\">\nMicrosoft, Oracle and ServiceNow Could Be the Top Stocks to Play a Software Comeback\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\">2026-01-13 15:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">While artificial-intelligence infrastructure stocks have received much of investors’ attention in recent years, it might be the software sector’s turn to rack up big gains in 2026.</p><p style=\"text-align: start;\">In particular, companies making infrastructure software, which manage hardware and data, present a compelling opportunity for investors, according to analysts at Goldman Sachs and Deutsche Bank. <a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>, <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> and <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> fall into this category.</p><p>Over the past year, semiconductor stocks have dramatically outperformed software stocks, with the <a href=\"https://laohu8.com/S/SOXX\">iShares Semiconductor ETF</a> gaining 52% and the <a href=\"https://laohu8.com/S/IGV\">iShares Expanded Tech-Software Sector ETF</a> rising just 8%.</p><p>However, the next three years will present revenue acceleration opportunities for the above companies, Goldman Sachs analyst Gabriela Borges wrote in a Sunday note. AI could expand the total addressable market for software by roughly 30% through 2037, she added.</p><p style=\"text-align: start;\">Goldman Sachs named Microsoft its top pick among AI infrastructure names thanks to its multitude of opportunities to monetize its Azure cloud business. Borges expects Azure to drive revenue estimates higher in 2026 as it capitalizes on a “fungible” capacity, meaning that its data centers can be easily utilized for a variety of different workloads and customers.</p><p style=\"text-align: start;\">Beyond its massive cloud infrastructure, Microsoft is cementing its leadership in the software-application layer with the introduction of Agent 365 and Foundry. These products allow customers to build custom AI agents with governance and security controls, making Microsoft a critical player in the “orchestration layer” to manage chatbots, Borges wrote.</p><p>Analysts at Goldman Sachs and Deutsche Bank both called Oracle a top pick. Deutsche Bank’s Brad Zelnick noted that Oracle’s future deal pipeline has swelled to over $500 billion, making it an industry leader in deploying AI infrastructure at scale.</p><p style=\"text-align: start;\">Oracle Cloud Infrastructure, the company’s cloud platform, has hit an “inflection point” thanks to robust demand for AI workloads, Borges wrote. She anticipates that revenue will accelerate in 2026 as the company converts these deals into recognized revenue.</p><p style=\"text-align: start;\">Oracle’s unique database architecture, which was built to promote speed and efficiency between servers, is especially well-suited to AI workloads with high volumes of data, according to Goldman Sachs.</p><p style=\"text-align: start;\">Beyond AI workloads, Oracle is still seeing growth from companies migrating their data to the cloud, Zelnick said. Investors could be underestimating the growth of Oracle’s non-OCI revenue, he added.</p><p>For ServiceNow, Borges believes the company will be able to grow revenues organically at around 20% annually through 2029. The workflow-management company has developed what it calls an AI Control Tower to provide governance and oversight for AI agents across a company.</p><p style=\"text-align: start;\">“We believe outsized value will accrue in the agent orchestration layer that controls and governs agents across multiple vendors,” putting ServiceNow in a good spot, Borges wrote.</p><p style=\"text-align: start;\">ServiceNow has also ramped up its acquisition strategy recently, announcing plans to buy cybersecurity firm Armis at the end of 2025 to expand its cybersecurity offerings. ServiceNow aims to integrate Armis’ real-time threat intelligence with its automated workflows to proactively reduce security risks. The acquisition could help create “a meaningful new product cycle for ServiceNow” over the next five years, according to Borges.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4127":"投资银行业与经纪业","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU1032955483.USD":"NORDEA 1 STABLE RETURN \"HB\" (USDHDG) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - 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Microsoft, Oracle and ServiceNow fall into this category.Over the past year, semiconductor stocks have dramatically outperformed software stocks, with the iShares Semiconductor ETF gaining 52% and the iShares Expanded Tech-Software Sector ETF rising just 8%.However, the next three years will present revenue acceleration opportunities for the above companies, Goldman Sachs analyst Gabriela Borges wrote in a Sunday note. AI could expand the total addressable market for software by roughly 30% through 2037, she added.Goldman Sachs named Microsoft its top pick among AI infrastructure names thanks to its multitude of opportunities to monetize its Azure cloud business. Borges expects Azure to drive revenue estimates higher in 2026 as it capitalizes on a “fungible” capacity, meaning that its data centers can be easily utilized for a variety of different workloads and customers.Beyond its massive cloud infrastructure, Microsoft is cementing its leadership in the software-application layer with the introduction of Agent 365 and Foundry. These products allow customers to build custom AI agents with governance and security controls, making Microsoft a critical player in the “orchestration layer” to manage chatbots, Borges wrote.Analysts at Goldman Sachs and Deutsche Bank both called Oracle a top pick. Deutsche Bank’s Brad Zelnick noted that Oracle’s future deal pipeline has swelled to over $500 billion, making it an industry leader in deploying AI infrastructure at scale.Oracle Cloud Infrastructure, the company’s cloud platform, has hit an “inflection point” thanks to robust demand for AI workloads, Borges wrote. She anticipates that revenue will accelerate in 2026 as the company converts these deals into recognized revenue.Oracle’s unique database architecture, which was built to promote speed and efficiency between servers, is especially well-suited to AI workloads with high volumes of data, according to Goldman Sachs.Beyond AI workloads, Oracle is still seeing growth from companies migrating their data to the cloud, Zelnick said. Investors could be underestimating the growth of Oracle’s non-OCI revenue, he added.For ServiceNow, Borges believes the company will be able to grow revenues organically at around 20% annually through 2029. The workflow-management company has developed what it calls an AI Control Tower to provide governance and oversight for AI agents across a company.“We believe outsized value will accrue in the agent orchestration layer that controls and governs agents across multiple vendors,” putting ServiceNow in a good spot, Borges wrote.ServiceNow has also ramped up its acquisition strategy recently, announcing plans to buy cybersecurity firm Armis at the end of 2025 to expand its cybersecurity offerings. ServiceNow aims to integrate Armis’ real-time threat intelligence with its automated workflows to proactively reduce security risks. The acquisition could help create “a meaningful new product cycle for ServiceNow” over the next five years, according to Borges.","news_type":1,"symbols_score_info":{"MSFU":2,"IGV":2,"MSFL":2,"SOXX":2,"MSFT":2.1,"NOW":2.1,"ORCL":2.1}},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":513848995942496,"gmtCreate":1766481788420,"gmtModify":1766481792364,"author":{"id":"4170531311945842","authorId":"4170531311945842","name":"Tortor","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4170531311945842","idStr":"4170531311945842"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/513848995942496","repostId":"1106683343","repostType":2,"repost":{"id":"1106683343","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":1766475033,"share":"https://ttm.financial/m/news/1106683343?lang=en_US&edition=fundamental","pubTime":"2025-12-23 15:30","market":"us","language":"en","title":"Prepare for the \"January Effect\" Following the \"Santa Claus Rally\", Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=1106683343","media":"Tiger Newspress","summary":"The \"Santa Claus rally\" period, spanning from December 24 to January 5, has historically yielded impressive returns for investors, with the S&P 500 (SP500) averaging a 1.6% gain since 1928.  This...","content":"<html><head></head><body><p>The &#34;Santa Claus rally&#34; period, spanning from December 24 to January 5, has historically yielded impressive returns for investors, with the S&amp;P 500 (SP500) averaging a 1.6% gain since 1928.</p>\n\n<p>This index has traded higher 77% of the time, with positive performance in 75 out of 97 years during this seven-day window. This is significantly better compared to a typical seven-day period, which has only averaged a 0.2% gain with a 57% positive hit rate, according to Ari H. Wald, head of technical analysis at Oppenheimer.</p>\n\n<p>However, when the Santa Claus rally does not occur, the following one to two quarters tend to have below-average performance.</p>\n\n<p>&#34;Since 1928, the S&amp;P 500 (SP500) has averaged a 1% loss in the three months after a negative Santa Claus rally, compared to an average 2.6% gain following a positive one,&#34; Wald noted, alluding to the old Wall Street adage: &#34;If Santa should fail to call, bears may come to Broad &amp; Wall.&#34;</p>\n\n<p>Looking ahead to January, Oppenheimer analysts have identified promising signals based on the index’s position relative to its 200-day moving average. Since 1950, the S&amp;P 500 (SP500) has averaged a 1.2% gain and traded higher 64% of the time when starting January above its smoothed trend, compared to a 0.7% gain and a 50% positive hit rate when it starts below this threshold. Presently, the index is above this crucial technical level.</p>\n\n<p>Furthermore, January has been the worst-performing month for the momentum factor (SPMO), which measures the performance of market leaders versus laggards over the past 12 months. December’s outperformance often results from tax loss harvesting, where investors sell losing stocks to offset capital gains tax liability. This makes January the weakest month for momentum strategies as the prior year’s &#34;losers&#34; are often repurchased in what is known as the January Effect.</p>\n\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/412eae6bcf4c2182ac57114769a7e840\" alt=\"Momentum Factor (Long High + Short Low): Avg Returns\" title=\"Momentum Factor (Long High + Short Low): Avg Returns\" tg-width=\"640\" tg-height=\"405\"/><span>Momentum Factor (Long High + Short Low): Avg Returns</span></p>\n</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>Prepare for the \"January Effect\" Following the \"Santa Claus Rally\", Says Analyst</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\">\nPrepare for the \"January Effect\" Following the \"Santa Claus Rally\", Says Analyst\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\">2025-12-23 15:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The &#34;Santa Claus rally&#34; period, spanning from December 24 to January 5, has historically yielded impressive returns for investors, with the S&amp;P 500 (SP500) averaging a 1.6% gain since 1928.</p>\n\n<p>This index has traded higher 77% of the time, with positive performance in 75 out of 97 years during this seven-day window. This is significantly better compared to a typical seven-day period, which has only averaged a 0.2% gain with a 57% positive hit rate, according to Ari H. Wald, head of technical analysis at Oppenheimer.</p>\n\n<p>However, when the Santa Claus rally does not occur, the following one to two quarters tend to have below-average performance.</p>\n\n<p>&#34;Since 1928, the S&amp;P 500 (SP500) has averaged a 1% loss in the three months after a negative Santa Claus rally, compared to an average 2.6% gain following a positive one,&#34; Wald noted, alluding to the old Wall Street adage: &#34;If Santa should fail to call, bears may come to Broad &amp; Wall.&#34;</p>\n\n<p>Looking ahead to January, Oppenheimer analysts have identified promising signals based on the index’s position relative to its 200-day moving average. Since 1950, the S&amp;P 500 (SP500) has averaged a 1.2% gain and traded higher 64% of the time when starting January above its smoothed trend, compared to a 0.7% gain and a 50% positive hit rate when it starts below this threshold. Presently, the index is above this crucial technical level.</p>\n\n<p>Furthermore, January has been the worst-performing month for the momentum factor (SPMO), which measures the performance of market leaders versus laggards over the past 12 months. December’s outperformance often results from tax loss harvesting, where investors sell losing stocks to offset capital gains tax liability. This makes January the weakest month for momentum strategies as the prior year’s &#34;losers&#34; are often repurchased in what is known as the January Effect.</p>\n\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/412eae6bcf4c2182ac57114769a7e840\" alt=\"Momentum Factor (Long High + Short Low): Avg Returns\" title=\"Momentum Factor (Long High + Short Low): Avg Returns\" tg-width=\"640\" tg-height=\"405\"/><span>Momentum Factor (Long High + Short Low): Avg Returns</span></p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106683343","content_text":"The \"Santa Claus rally\" period, spanning from December 24 to January 5, has historically yielded impressive returns for investors, with the S&P 500 (SP500) averaging a 1.6% gain since 1928.\nThis index has traded higher 77% of the time, with positive performance in 75 out of 97 years during this seven-day window. This is significantly better compared to a typical seven-day period, which has only averaged a 0.2% gain with a 57% positive hit rate, according to Ari H. Wald, head of technical analysis at Oppenheimer.\nHowever, when the Santa Claus rally does not occur, the following one to two quarters tend to have below-average performance.\n\"Since 1928, the S&P 500 (SP500) has averaged a 1% loss in the three months after a negative Santa Claus rally, compared to an average 2.6% gain following a positive one,\" Wald noted, alluding to the old Wall Street adage: \"If Santa should fail to call, bears may come to Broad & Wall.\"\nLooking ahead to January, Oppenheimer analysts have identified promising signals based on the index’s position relative to its 200-day moving average. Since 1950, the S&P 500 (SP500) has averaged a 1.2% gain and traded higher 64% of the time when starting January above its smoothed trend, compared to a 0.7% gain and a 50% positive hit rate when it starts below this threshold. Presently, the index is above this crucial technical level.\nFurthermore, January has been the worst-performing month for the momentum factor (SPMO), which measures the performance of market leaders versus laggards over the past 12 months. December’s outperformance often results from tax loss harvesting, where investors sell losing stocks to offset capital gains tax liability. This makes January the weakest month for momentum strategies as the prior year’s \"losers\" are often repurchased in what is known as the January Effect.\nMomentum Factor (Long High + Short Low): Avg Returns","news_type":1,"symbols_score_info":{".DJI":2,".IXIC":2,".SPX":2}},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}