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Soon Chye

Soon Chye

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10-04

kkkkkk

Ratings Weekly | Apple, CoreWeave, Nvidia, SpaceX, Micron, Meta, Microsoft, Strategy and More to Watch

10-04

the mm

Ratings Weekly | Apple, CoreWeave, Nvidia, SpaceX, Micron, Meta, Microsoft, Strategy and More to Watch

03-02

Be careful with company that steal others product https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks

MiniMax Posts FY2025 Gross Profit up 437.2% to USD 20.1 Million

08-11

$OCBC Bank(O39.SI)$ first 100%

2025-12-11

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ @tigerbroker, please fix the options for TSLL, moomoo already fix it with TSLL & TSLL1

01-08

I would love to own the cap, add a tiger tail on it will be perfect 😉

Go to Tiger App to see more news

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Hewlett Packard Enterprises to outperform from neutral</strong></h3><p style=\"text-align: left;\">Daiwa says it’s bullish on the company’s networking business. “HPE hosted a bullish Networking investor day on September 30 in California highlighting the progress and new growth rates for their Networking business. Networking is the combination of their prior business and the Juniper acquisition.”</p><h3 style=\"text-align: left;\"><strong>William Blair initiates CoreWeave as outperform</strong></h3><p style=\"text-align: left;\">William Blair said it&#39;s the &#34;premier AI cloud.&#34; &#34;CoreWeave has established itself as a strategic infrastructure provider to many of the world&#39;s largest hyperscalers and AI labs, with approximately $130 billion of committed backlog and second quarter 2026 revenue of $2.58 billion likely exceeding all other neoclouds combined.&#34;</p><h3 style=\"text-align: left;\"><strong>William Blair initiates Nebius Group as outperform</strong></h3><p style=\"text-align: left;\">William Blair said Nebius is &#34;not just another neocloud.&#34; &#34;Nebius is evolving from a GPU capacity provider into a full-stack, AI-native cloud platform that spans training, inference, and agentic workloads, while occupying a unique position between general-purpose hyperscalers and more infrastructure-focused AI cloud providers.&#34;</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Apple as buy</strong></h3><p style=\"text-align: left;\">Bank of America says its checks show Apple’s App Store revenue grew year over year. “App Store revs in F4Q26 (full quarter) increased to $8.8bn (+1.8% y/y, according to data on developer revs from SensorTower). Compared to our last iteration, this is a step up though we note historicals were restated.”</p><h3 style=\"text-align: left;\"><strong>Citi reiterates Strategy as buy</strong></h3><p style=\"text-align: left;\">Citi raised its price target on Strategy to $240 per share from $136. “We reset our estimates and TP to incorporate Citi’s revised 12-month BTC forecast (base case revised 39% higher to ~$113.4k.”</p><h3 style=\"text-align: left;\"><strong>Deutsche Bank adds Meta to the fresh money list</strong></h3><p style=\"text-align: left;\">Deutsche said shares remain attractive. &#34;Shares have outperformed the broader market recently upon the launch of Muse, which has taken off electrically. Looking forward, we do not think this represents the end-state, rather the beginning of a rich product cycle and as such, we think META represents an attractive opportunity for long-term investors.&#34;</p><h3 style=\"text-align: left;\"><strong>Freedom Capital upgrades Cerebras to buy from hold</strong></h3><p style=\"text-align: left;\">The firm says buy the weakness. “Over the past few days, CBRS’s investors have been rattled by news that the company’s key partner, OpenAI, is using NVIDIA’s GPUs for the frontier lab’s ‘Ultrafast’ version of its GPT-1 Sol model. CBRS’s shares have plummeted -17% likely in response to this.”</p><h3 style=\"text-align: left;\"><strong>Evercore ISI reiterates SpaceX as outperform</strong></h3><p style=\"text-align: left;\">Evercore says the Grok bot is an “underappreciated” story. “It launched almost a month before Meta’s Muse and nearly seven weeks before OpenAI’s Dots, and despite in our view being a compelling and intuitive alternative, its potential remains underappreciated within the broader SpaceX AI story.”</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Micron as buy</strong></h3><p style=\"text-align: left;\">Bank of America said it sees a &#34;durable memory cycle&#34; following earnings. &#34;MU delivered another strong beat/raise, reinforcing our constructive view on memory&#39;s role in AI and increasing supply-side discipline supporting a durable cycle.&#34;</p><h3 style=\"text-align: left;\"><strong>Wells Fargo adds Microsoft to the fourth quarter tactical buy list</strong></h3><p style=\"text-align: left;\">Wells raised its price target to $725 per share from $700. &#34;We see a favorable tactical setup for MSFT shares into 4Q given a number of key catalysts, most notably realization of its AI advantage up &amp; down the stack, upcoming Nov. Ignite conference &amp; new segment reporting. Remain constructive into year-end, esp w/ shares at ~25x P/E.&#34;</p><h3 style=\"text-align: left;\"><strong>Goldman Sachs adds Amazon to the conviction buy list</strong></h3><p style=\"text-align: left;\">The firm said Amazon has plenty more room to run. &#34;AMZN is ideally positioned to benefit from both structural and cyclical tailwinds impacting the broader Tech sector yet has lagged many Tech stock peers and the broader S&amp;P 500 over the past year, providing an attractive entry point for this perennial outperforming growth stock.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ratings Weekly | Apple, CoreWeave, Nvidia, SpaceX, Micron, Meta, Microsoft, Strategy and More to Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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we agree and are reinstating the stock as our Top Pick in semis.”</p><h3 style=\"text-align: left;\"><strong>Daiwa upgrading Hewlett Packard Enterprises to outperform from neutral</strong></h3><p style=\"text-align: left;\">Daiwa says it’s bullish on the company’s networking business. “HPE hosted a bullish Networking investor day on September 30 in California highlighting the progress and new growth rates for their Networking business. Networking is the combination of their prior business and the Juniper acquisition.”</p><h3 style=\"text-align: left;\"><strong>William Blair initiates CoreWeave as outperform</strong></h3><p style=\"text-align: left;\">William Blair said it&#39;s the &#34;premier AI cloud.&#34; &#34;CoreWeave has established itself as a strategic infrastructure provider to many of the world&#39;s largest hyperscalers and AI labs, with approximately $130 billion of committed backlog and second quarter 2026 revenue of $2.58 billion likely exceeding all other neoclouds combined.&#34;</p><h3 style=\"text-align: left;\"><strong>William Blair initiates Nebius Group as outperform</strong></h3><p style=\"text-align: left;\">William Blair said Nebius is &#34;not just another neocloud.&#34; &#34;Nebius is evolving from a GPU capacity provider into a full-stack, AI-native cloud platform that spans training, inference, and agentic workloads, while occupying a unique position between general-purpose hyperscalers and more infrastructure-focused AI cloud providers.&#34;</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Apple as buy</strong></h3><p style=\"text-align: left;\">Bank of America says its checks show Apple’s App Store revenue grew year over year. “App Store revs in F4Q26 (full quarter) increased to $8.8bn (+1.8% y/y, according to data on developer revs from SensorTower). Compared to our last iteration, this is a step up though we note historicals were restated.”</p><h3 style=\"text-align: left;\"><strong>Citi reiterates Strategy as buy</strong></h3><p style=\"text-align: left;\">Citi raised its price target on Strategy to $240 per share from $136. “We reset our estimates and TP to incorporate Citi’s revised 12-month BTC forecast (base case revised 39% higher to ~$113.4k.”</p><h3 style=\"text-align: left;\"><strong>Deutsche Bank adds Meta to the fresh money list</strong></h3><p style=\"text-align: left;\">Deutsche said shares remain attractive. &#34;Shares have outperformed the broader market recently upon the launch of Muse, which has taken off electrically. Looking forward, we do not think this represents the end-state, rather the beginning of a rich product cycle and as such, we think META represents an attractive opportunity for long-term investors.&#34;</p><h3 style=\"text-align: left;\"><strong>Freedom Capital upgrades Cerebras to buy from hold</strong></h3><p style=\"text-align: left;\">The firm says buy the weakness. “Over the past few days, CBRS’s investors have been rattled by news that the company’s key partner, OpenAI, is using NVIDIA’s GPUs for the frontier lab’s ‘Ultrafast’ version of its GPT-1 Sol model. CBRS’s shares have plummeted -17% likely in response to this.”</p><h3 style=\"text-align: left;\"><strong>Evercore ISI reiterates SpaceX as outperform</strong></h3><p style=\"text-align: left;\">Evercore says the Grok bot is an “underappreciated” story. “It launched almost a month before Meta’s Muse and nearly seven weeks before OpenAI’s Dots, and despite in our view being a compelling and intuitive alternative, its potential remains underappreciated within the broader SpaceX AI story.”</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Micron as buy</strong></h3><p style=\"text-align: left;\">Bank of America said it sees a &#34;durable memory cycle&#34; following earnings. &#34;MU delivered another strong beat/raise, reinforcing our constructive view on memory&#39;s role in AI and increasing supply-side discipline supporting a durable cycle.&#34;</p><h3 style=\"text-align: left;\"><strong>Wells Fargo adds Microsoft to the fourth quarter tactical buy list</strong></h3><p style=\"text-align: left;\">Wells raised its price target to $725 per share from $700. &#34;We see a favorable tactical setup for MSFT shares into 4Q given a number of key catalysts, most notably realization of its AI advantage up &amp; down the stack, upcoming Nov. Ignite conference &amp; new segment reporting. Remain constructive into year-end, esp w/ shares at ~25x P/E.&#34;</p><h3 style=\"text-align: left;\"><strong>Goldman Sachs adds Amazon to the conviction buy list</strong></h3><p style=\"text-align: left;\">The firm said Amazon has plenty more room to run. &#34;AMZN is ideally positioned to benefit from both structural and cyclical tailwinds impacting the broader Tech sector yet has lagged many Tech stock peers and the broader S&amp;P 500 over the past year, providing an attractive entry point for this perennial outperforming growth stock.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","NBIG":"Leverage Shares 2X Long NBIS Daily ETF","FBL":"2倍做多META ETF-GraniteShares","NBIL":"GraniteShares 2x Long NBIS Daily ETF","SPAX":"2倍做多SPACEX ETF-T-REX","NBIZ":"Tradr 2X Short NBIS Daily ETF","NVC":"Corgi NVDA 2x Daily ETF","CRWV":"CoreWeave, Inc.","NVD":"2倍做空NVDA ETF-GraniteShares","NVDB":"ProShares Ultra NVDA ETF","NVDD":"1倍做空NVDA ETF-Direxion","LOFD":"Direxion Daily SpaceX Bear 2X ETF","FBX":"Corgi META 2x Daily ETF","NVDG":"2倍做多NVDA ETF- Leverage Shares","LOFF":"2倍做多SpaceX ETF-Direxion","07788":"南方两倍做多英伟达","FBY":"META期权收益策略ETF-YieldMax","NVDL":"2倍做多NVDA ETF-GraniteShares","SNK":"2倍做空SpaceX ETF-GraniteShares","NVDQ":"2倍做空NVDA ETF-T-Rex","FBYY":"GraniteShares YieldBOOST META ETF","07799":"南方两倍做多MSTR","SSPC":"2倍做空SpaceX ETF-Leverage Shares","APLY":"AAPL期权收益策略ETF-YieldMax","SPCF":"2倍做多SpaceX ETF-ProShares","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDU":"2倍做多NVDA ETF-Direxion","SPCG":"2倍做空SpaceX ETF-Tradr","CWII":"REX CRWV Growth & Income ETF","NVDW":"NVDA周配息ETF-Roundhill","CRWG":"2倍做多CRWV ETF-Leverage Shares","MSST":"YieldMax MSTR Performance & Distribution Target 25 ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPCX":"SPAC and New Issue ETF","MST":"做多杠杆+收益MSTR ETF-Defiance","NVDX":"2倍做多NVDA ETF-T-Rex","NVDA":"英伟达","NVDY":"NVDA期权收益策略ETF-YieldMax","CRWU":"2倍做多CRWV ETF-T-Rex","MSTC":"Corgi MSTR 2x Daily ETF","YSPC":"YieldMax SPCX Option Income Strategy ETF","CRWX":"Corgi CRWV 2x Daily ETF","DSPC":"1倍做空SPCX ETF-Leverage Shares","MSII":"REX MSTR Growth & Income ETF","NVII":"Rex NVDA Growth & Income ETF","SPCM":"2倍做多SpaceX ETF-Tradr","SPCQ":"2倍做空SpaceX ETF-Defiance","MSTP":"2倍做多MSTR ETF-GraniteShares","AAPB":"2倍做多AAPL ETF-GraniteShares","NEBX":"2倍做多NBIS ETF-Tradr","MSTR":"Strategy","MSFT":"微软","MSTK":"Tuttle Capital MSTR 0DTE Covered Call ETF","SPCU":"2倍做多SpaceX ETF-Defiance","MSTU":"2倍做多MSTR ETF-T-Rex","AAPD":"1倍做空AAPL ETF-Direxion","MSTW":"Roundhill MSTR WeeklyPay ETF","AAPE":"Leverage Shares 2X Long AAPL Daily ETF","MSTX":"2倍做多MSTR ETF-Defiance","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","MSTY":"MSTR期权收益策略ETF-YieldMax","AAPU":"2倍做多AAPL ETF-Direxion","MSTZ":"2倍做空MSTR ETF-T-Rex","AAPW":"AAPL周配息ETF-Roundhill","AAPX":"2倍做多Apple ETF-T-Rex","METD":"1倍做空META ETF-Direxion","AAPY":"AAPL收益溢价策略ETF-Kurv","NVYY":"GraniteShares YieldBOOST NVDA ETF","IOSX":"Corgi AAPL 2x Daily ETF","METG":"Leverage Shares 2x Long META Daily ETF","NBIS":"NEBIUS","CORD":"T-REX 2X INVERSE CRWV DAILY TARGET ETF","METQ":"Tradr 2X Short META Daily ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","METU":"2倍做多META ETF-Direxion","WNTR":"做空MSTR期权收益策略ETF-YieldMax","AAPL":"苹果","METW":"Roundhill META WeeklyPay™ ETF","MTYY":"GraniteShares YieldBOOST MSTR ETF","IMST":"MSTR期权收益策略ETF-Bitwise","MSDD":"2倍做空MSTR ETF-GraniteShares","META":"Meta Platforms, Inc.","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","SMST":"2倍做空MSTR ETF-Defiance","ANV":"GraniteShares Autocallable NVDA ETF","MSFC":"2倍做多MSFT ETF-Corgi","MSFD":"1倍做空MSFT ETF-Direxion","07388":"南方两倍做空英伟达","MSFL":"2倍做多MSFT ETF-GraniteShares","07399":"南方两倍做空MSTR","MSFO":"MSFT期权收益策略ETF-YieldMax","MSFU":"2倍做多MSFT ETF-Direxion","CWVX":"2倍做多CRWV ETF-Tradr","MSFW":"Roundhill MSFT WeeklyPay ETF","NBIC":"Corgi NBIS 2x Daily ETF","SPAL":"2倍做多Space X ETF-GraniteShares","MSFX":"2倍做多MSFT ETF-T-Rex"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164020520","content_text":"Here are the biggest calls on Wall Street This Week:Morgan Stanley names Nvidia a top pickThe firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this week, NVDA’s CEO highlighted that recent developments in land/power/shell, financing, component constraints, and agentic all play to their strengths; we agree and are reinstating the stock as our Top Pick in semis.”Daiwa upgrading Hewlett Packard Enterprises to outperform from neutralDaiwa says it’s bullish on the company’s networking business. “HPE hosted a bullish Networking investor day on September 30 in California highlighting the progress and new growth rates for their Networking business. Networking is the combination of their prior business and the Juniper acquisition.”William Blair initiates CoreWeave as outperformWilliam Blair said it's the \"premier AI cloud.\" \"CoreWeave has established itself as a strategic infrastructure provider to many of the world's largest hyperscalers and AI labs, with approximately $130 billion of committed backlog and second quarter 2026 revenue of $2.58 billion likely exceeding all other neoclouds combined.\"William Blair initiates Nebius Group as outperformWilliam Blair said Nebius is \"not just another neocloud.\" \"Nebius is evolving from a GPU capacity provider into a full-stack, AI-native cloud platform that spans training, inference, and agentic workloads, while occupying a unique position between general-purpose hyperscalers and more infrastructure-focused AI cloud providers.\"Bank of America reiterates Apple as buyBank of America says its checks show Apple’s App Store revenue grew year over year. “App Store revs in F4Q26 (full quarter) increased to $8.8bn (+1.8% y/y, according to data on developer revs from SensorTower). Compared to our last iteration, this is a step up though we note historicals were restated.”Citi reiterates Strategy as buyCiti raised its price target on Strategy to $240 per share from $136. “We reset our estimates and TP to incorporate Citi’s revised 12-month BTC forecast (base case revised 39% higher to ~$113.4k.”Deutsche Bank adds Meta to the fresh money listDeutsche said shares remain attractive. \"Shares have outperformed the broader market recently upon the launch of Muse, which has taken off electrically. Looking forward, we do not think this represents the end-state, rather the beginning of a rich product cycle and as such, we think META represents an attractive opportunity for long-term investors.\"Freedom Capital upgrades Cerebras to buy from holdThe firm says buy the weakness. “Over the past few days, CBRS’s investors have been rattled by news that the company’s key partner, OpenAI, is using NVIDIA’s GPUs for the frontier lab’s ‘Ultrafast’ version of its GPT-1 Sol model. CBRS’s shares have plummeted -17% likely in response to this.”Evercore ISI reiterates SpaceX as outperformEvercore says the Grok bot is an “underappreciated” story. “It launched almost a month before Meta’s Muse and nearly seven weeks before OpenAI’s Dots, and despite in our view being a compelling and intuitive alternative, its potential remains underappreciated within the broader SpaceX AI story.”Bank of America reiterates Micron as buyBank of America said it sees a \"durable memory cycle\" following earnings. \"MU delivered another strong beat/raise, reinforcing our constructive view on memory's role in AI and increasing supply-side discipline supporting a durable cycle.\"Wells Fargo adds Microsoft to the fourth quarter tactical buy listWells raised its price target to $725 per share from $700. \"We see a favorable tactical setup for MSFT shares into 4Q given a number of key catalysts, most notably realization of its AI advantage up & down the stack, upcoming Nov. Ignite conference & new segment reporting. Remain constructive into year-end, esp w/ shares at ~25x P/E.\"Goldman Sachs adds Amazon to the conviction buy listThe firm said Amazon has plenty more room to run. \"AMZN is ideally positioned to benefit from both structural and cyclical tailwinds impacting the broader Tech sector yet has lagged many Tech stock peers and the broader S&P 500 over the past year, providing an attractive entry point for this perennial outperforming growth stock.\"","news_type":1,"symbols_score_info":{"METG":0.6,"MSTK":0.6,"07788":0.6,"SPCU":0.6,"MSTR":2,"NBIL":0.6,"FBY":0.6,"NVDL":0.6,"NVDU":0.6,"NVDS":0.6,"SPCF":0.6,"IOSX":0.6,"NBIS":2,"METD":0.6,"NVYY":0.6,"META":2,"MSFY":0.6,"AAPD":0.6,"MSFC":0.6,"NVDO":0.6,"MSTC":0.6,"SSPC":0.6,"APLY":0.6,"NVDA":2,"NBIC":0.6,"NVD":0.6,"07388":0.6,"MSTW":0.6,"YSPC":0.6,"MSFD":0.6,"METU":0.6,"CRWX":0.6,"NVDY":0.6,"CWII":0.6,"MSII":0.6,"NVDW":0.6,"NVII":0.6,"AAPW":0.6,"NVC":0.6,"NVDQ":0.6,"MTYY":0.6,"IMST":0.6,"MSFT":2,"DSPC":0.6,"NBIZ":0.6,"SPAL":0.6,"CRWG":0.6,"MSTY":0.6,"FBYY":0.6,"SPAX":0.6,"AAPU":0.6,"SPCQ":0.6,"SMST":0.6,"MSFL":0.6,"SPCG":0.6,"FBL":0.6,"07399":0.6,"NVDB":0.6,"AAPB":0.6,"MSFX":0.6,"NEBX":0.6,"NBIG":0.6,"AAPX":0.6,"ANV":0.6,"METQ":0.6,"MSTP":0.6,"WNTR":0.6,"SNK":0.6,"CWVX":0.6,"AAPL":2,"MSDD":0.6,"MST":0.6,"CORD":0.6,"MSFO":0.6,"MSST":0.6,"NVDD":0.6,"LOFD":0.6,"CRWU":0.6,"MSTX":0.6,"NVDX":0.6,"ELOL":0.6,"SPCH":0.6,"FBX":0.6,"MSTZ":0.6,"LOFF":0.6,"NVDG":0.6,"MSFW":0.6,"SPCM":0.6,"SPCX":2,"AAPY":0.6,"METW":0.6,"07799":0.6,"DIPS":0.6,"MSTU":0.6,"MSFU":0.6,"AAPE":0.6,"CRWV":2}},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":614852283838736,"gmtCreate":1791089356711,"gmtModify":1791089359504,"author":{"id":"3570273121072466","authorId":"3570273121072466","name":"Soon Chye","avatar":"https://community-static.tradeup.com/news/62c314d969807539512211a4f5af6c56","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570273121072466","idStr":"3570273121072466"},"themes":[],"title":"","htmlText":"&nbsp; the mm","listText":"&nbsp; the mm","text":"the mm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614852283838736","repostId":"1164020520","repostType":2,"repost":{"id":"1164020520","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":1791077393,"share":"https://ttm.financial/m/news/1164020520?lang=en_US&edition=fundamental","pubTime":"2026-10-04 09:29","market":"us","language":"en","title":"Ratings Weekly | Apple, CoreWeave, Nvidia, SpaceX, Micron, Meta, Microsoft, Strategy and More to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1164020520","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street This Week:Morgan Stanley names Nvidia a top pickThe firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this...","content":"<html><head></head><body><p style=\"text-align: left;\">Here are the biggest calls on Wall Street This Week:</p><h3 style=\"text-align: left;\"><strong>Morgan Stanley names Nvidia a top pick</strong></h3><p style=\"text-align: left;\">The firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this week, NVDA’s CEO highlighted that recent developments in land/power/shell, financing, component constraints, and agentic all play to their strengths; we agree and are reinstating the stock as our Top Pick in semis.”</p><h3 style=\"text-align: left;\"><strong>Daiwa upgrading Hewlett Packard Enterprises to outperform from neutral</strong></h3><p style=\"text-align: left;\">Daiwa says it’s bullish on the company’s networking business. “HPE hosted a bullish Networking investor day on September 30 in California highlighting the progress and new growth rates for their Networking business. Networking is the combination of their prior business and the Juniper acquisition.”</p><h3 style=\"text-align: left;\"><strong>William Blair initiates CoreWeave as outperform</strong></h3><p style=\"text-align: left;\">William Blair said it&#39;s the &#34;premier AI cloud.&#34; &#34;CoreWeave has established itself as a strategic infrastructure provider to many of the world&#39;s largest hyperscalers and AI labs, with approximately $130 billion of committed backlog and second quarter 2026 revenue of $2.58 billion likely exceeding all other neoclouds combined.&#34;</p><h3 style=\"text-align: left;\"><strong>William Blair initiates Nebius Group as outperform</strong></h3><p style=\"text-align: left;\">William Blair said Nebius is &#34;not just another neocloud.&#34; &#34;Nebius is evolving from a GPU capacity provider into a full-stack, AI-native cloud platform that spans training, inference, and agentic workloads, while occupying a unique position between general-purpose hyperscalers and more infrastructure-focused AI cloud providers.&#34;</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Apple as buy</strong></h3><p style=\"text-align: left;\">Bank of America says its checks show Apple’s App Store revenue grew year over year. “App Store revs in F4Q26 (full quarter) increased to $8.8bn (+1.8% y/y, according to data on developer revs from SensorTower). Compared to our last iteration, this is a step up though we note historicals were restated.”</p><h3 style=\"text-align: left;\"><strong>Citi reiterates Strategy as buy</strong></h3><p style=\"text-align: left;\">Citi raised its price target on Strategy to $240 per share from $136. “We reset our estimates and TP to incorporate Citi’s revised 12-month BTC forecast (base case revised 39% higher to ~$113.4k.”</p><h3 style=\"text-align: left;\"><strong>Deutsche Bank adds Meta to the fresh money list</strong></h3><p style=\"text-align: left;\">Deutsche said shares remain attractive. &#34;Shares have outperformed the broader market recently upon the launch of Muse, which has taken off electrically. Looking forward, we do not think this represents the end-state, rather the beginning of a rich product cycle and as such, we think META represents an attractive opportunity for long-term investors.&#34;</p><h3 style=\"text-align: left;\"><strong>Freedom Capital upgrades Cerebras to buy from hold</strong></h3><p style=\"text-align: left;\">The firm says buy the weakness. “Over the past few days, CBRS’s investors have been rattled by news that the company’s key partner, OpenAI, is using NVIDIA’s GPUs for the frontier lab’s ‘Ultrafast’ version of its GPT-1 Sol model. CBRS’s shares have plummeted -17% likely in response to this.”</p><h3 style=\"text-align: left;\"><strong>Evercore ISI reiterates SpaceX as outperform</strong></h3><p style=\"text-align: left;\">Evercore says the Grok bot is an “underappreciated” story. “It launched almost a month before Meta’s Muse and nearly seven weeks before OpenAI’s Dots, and despite in our view being a compelling and intuitive alternative, its potential remains underappreciated within the broader SpaceX AI story.”</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Micron as buy</strong></h3><p style=\"text-align: left;\">Bank of America said it sees a &#34;durable memory cycle&#34; following earnings. &#34;MU delivered another strong beat/raise, reinforcing our constructive view on memory&#39;s role in AI and increasing supply-side discipline supporting a durable cycle.&#34;</p><h3 style=\"text-align: left;\"><strong>Wells Fargo adds Microsoft to the fourth quarter tactical buy list</strong></h3><p style=\"text-align: left;\">Wells raised its price target to $725 per share from $700. &#34;We see a favorable tactical setup for MSFT shares into 4Q given a number of key catalysts, most notably realization of its AI advantage up &amp; down the stack, upcoming Nov. Ignite conference &amp; new segment reporting. Remain constructive into year-end, esp w/ shares at ~25x P/E.&#34;</p><h3 style=\"text-align: left;\"><strong>Goldman Sachs adds Amazon to the conviction buy list</strong></h3><p style=\"text-align: left;\">The firm said Amazon has plenty more room to run. &#34;AMZN is ideally positioned to benefit from both structural and cyclical tailwinds impacting the broader Tech sector yet has lagged many Tech stock peers and the broader S&amp;P 500 over the past year, providing an attractive entry point for this perennial outperforming growth stock.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ratings Weekly | Apple, CoreWeave, Nvidia, SpaceX, Micron, Meta, Microsoft, Strategy and More to Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRatings Weekly | Apple, CoreWeave, Nvidia, SpaceX, Micron, Meta, Microsoft, Strategy and More to Watch\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\">2026-10-04 09:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Here are the biggest calls on Wall Street This Week:</p><h3 style=\"text-align: left;\"><strong>Morgan Stanley names Nvidia a top pick</strong></h3><p style=\"text-align: left;\">The firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this week, NVDA’s CEO highlighted that recent developments in land/power/shell, financing, component constraints, and agentic all play to their strengths; we agree and are reinstating the stock as our Top Pick in semis.”</p><h3 style=\"text-align: left;\"><strong>Daiwa upgrading Hewlett Packard Enterprises to outperform from neutral</strong></h3><p style=\"text-align: left;\">Daiwa says it’s bullish on the company’s networking business. “HPE hosted a bullish Networking investor day on September 30 in California highlighting the progress and new growth rates for their Networking business. Networking is the combination of their prior business and the Juniper acquisition.”</p><h3 style=\"text-align: left;\"><strong>William Blair initiates CoreWeave as outperform</strong></h3><p style=\"text-align: left;\">William Blair said it&#39;s the &#34;premier AI cloud.&#34; &#34;CoreWeave has established itself as a strategic infrastructure provider to many of the world&#39;s largest hyperscalers and AI labs, with approximately $130 billion of committed backlog and second quarter 2026 revenue of $2.58 billion likely exceeding all other neoclouds combined.&#34;</p><h3 style=\"text-align: left;\"><strong>William Blair initiates Nebius Group as outperform</strong></h3><p style=\"text-align: left;\">William Blair said Nebius is &#34;not just another neocloud.&#34; &#34;Nebius is evolving from a GPU capacity provider into a full-stack, AI-native cloud platform that spans training, inference, and agentic workloads, while occupying a unique position between general-purpose hyperscalers and more infrastructure-focused AI cloud providers.&#34;</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Apple as buy</strong></h3><p style=\"text-align: left;\">Bank of America says its checks show Apple’s App Store revenue grew year over year. “App Store revs in F4Q26 (full quarter) increased to $8.8bn (+1.8% y/y, according to data on developer revs from SensorTower). Compared to our last iteration, this is a step up though we note historicals were restated.”</p><h3 style=\"text-align: left;\"><strong>Citi reiterates Strategy as buy</strong></h3><p style=\"text-align: left;\">Citi raised its price target on Strategy to $240 per share from $136. “We reset our estimates and TP to incorporate Citi’s revised 12-month BTC forecast (base case revised 39% higher to ~$113.4k.”</p><h3 style=\"text-align: left;\"><strong>Deutsche Bank adds Meta to the fresh money list</strong></h3><p style=\"text-align: left;\">Deutsche said shares remain attractive. &#34;Shares have outperformed the broader market recently upon the launch of Muse, which has taken off electrically. Looking forward, we do not think this represents the end-state, rather the beginning of a rich product cycle and as such, we think META represents an attractive opportunity for long-term investors.&#34;</p><h3 style=\"text-align: left;\"><strong>Freedom Capital upgrades Cerebras to buy from hold</strong></h3><p style=\"text-align: left;\">The firm says buy the weakness. “Over the past few days, CBRS’s investors have been rattled by news that the company’s key partner, OpenAI, is using NVIDIA’s GPUs for the frontier lab’s ‘Ultrafast’ version of its GPT-1 Sol model. CBRS’s shares have plummeted -17% likely in response to this.”</p><h3 style=\"text-align: left;\"><strong>Evercore ISI reiterates SpaceX as outperform</strong></h3><p style=\"text-align: left;\">Evercore says the Grok bot is an “underappreciated” story. “It launched almost a month before Meta’s Muse and nearly seven weeks before OpenAI’s Dots, and despite in our view being a compelling and intuitive alternative, its potential remains underappreciated within the broader SpaceX AI story.”</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Micron as buy</strong></h3><p style=\"text-align: left;\">Bank of America said it sees a &#34;durable memory cycle&#34; following earnings. &#34;MU delivered another strong beat/raise, reinforcing our constructive view on memory&#39;s role in AI and increasing supply-side discipline supporting a durable cycle.&#34;</p><h3 style=\"text-align: left;\"><strong>Wells Fargo adds Microsoft to the fourth quarter tactical buy list</strong></h3><p style=\"text-align: left;\">Wells raised its price target to $725 per share from $700. &#34;We see a favorable tactical setup for MSFT shares into 4Q given a number of key catalysts, most notably realization of its AI advantage up &amp; down the stack, upcoming Nov. Ignite conference &amp; new segment reporting. Remain constructive into year-end, esp w/ shares at ~25x P/E.&#34;</p><h3 style=\"text-align: left;\"><strong>Goldman Sachs adds Amazon to the conviction buy list</strong></h3><p style=\"text-align: left;\">The firm said Amazon has plenty more room to run. &#34;AMZN is ideally positioned to benefit from both structural and cyclical tailwinds impacting the broader Tech sector yet has lagged many Tech stock peers and the broader S&amp;P 500 over the past year, providing an attractive entry point for this perennial outperforming growth stock.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","NBIG":"Leverage Shares 2X Long NBIS Daily ETF","FBL":"2倍做多META ETF-GraniteShares","NBIL":"GraniteShares 2x Long NBIS Daily ETF","SPAX":"2倍做多SPACEX ETF-T-REX","NBIZ":"Tradr 2X Short NBIS Daily ETF","NVC":"Corgi NVDA 2x Daily ETF","CRWV":"CoreWeave, Inc.","NVD":"2倍做空NVDA ETF-GraniteShares","NVDB":"ProShares Ultra NVDA ETF","NVDD":"1倍做空NVDA ETF-Direxion","LOFD":"Direxion Daily SpaceX Bear 2X ETF","FBX":"Corgi META 2x Daily ETF","NVDG":"2倍做多NVDA ETF- Leverage Shares","LOFF":"2倍做多SpaceX ETF-Direxion","07788":"南方两倍做多英伟达","FBY":"META期权收益策略ETF-YieldMax","NVDL":"2倍做多NVDA ETF-GraniteShares","SNK":"2倍做空SpaceX ETF-GraniteShares","NVDQ":"2倍做空NVDA ETF-T-Rex","FBYY":"GraniteShares YieldBOOST META ETF","07799":"南方两倍做多MSTR","SSPC":"2倍做空SpaceX ETF-Leverage Shares","APLY":"AAPL期权收益策略ETF-YieldMax","SPCF":"2倍做多SpaceX ETF-ProShares","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDU":"2倍做多NVDA ETF-Direxion","SPCG":"2倍做空SpaceX ETF-Tradr","CWII":"REX CRWV Growth & Income ETF","NVDW":"NVDA周配息ETF-Roundhill","CRWG":"2倍做多CRWV ETF-Leverage Shares","MSST":"YieldMax MSTR Performance & Distribution Target 25 ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPCX":"SPAC and New Issue ETF","MST":"做多杠杆+收益MSTR ETF-Defiance","NVDX":"2倍做多NVDA ETF-T-Rex","NVDA":"英伟达","NVDY":"NVDA期权收益策略ETF-YieldMax","CRWU":"2倍做多CRWV ETF-T-Rex","MSTC":"Corgi MSTR 2x Daily ETF","YSPC":"YieldMax SPCX Option Income Strategy ETF","CRWX":"Corgi CRWV 2x Daily ETF","DSPC":"1倍做空SPCX ETF-Leverage Shares","MSII":"REX MSTR Growth & Income ETF","NVII":"Rex NVDA Growth & Income ETF","SPCM":"2倍做多SpaceX ETF-Tradr","SPCQ":"2倍做空SpaceX ETF-Defiance","MSTP":"2倍做多MSTR ETF-GraniteShares","AAPB":"2倍做多AAPL ETF-GraniteShares","NEBX":"2倍做多NBIS ETF-Tradr","MSTR":"Strategy","MSFT":"微软","MSTK":"Tuttle Capital MSTR 0DTE Covered Call ETF","SPCU":"2倍做多SpaceX ETF-Defiance","MSTU":"2倍做多MSTR ETF-T-Rex","AAPD":"1倍做空AAPL ETF-Direxion","MSTW":"Roundhill MSTR WeeklyPay ETF","AAPE":"Leverage Shares 2X Long AAPL Daily ETF","MSTX":"2倍做多MSTR ETF-Defiance","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","MSTY":"MSTR期权收益策略ETF-YieldMax","AAPU":"2倍做多AAPL ETF-Direxion","MSTZ":"2倍做空MSTR ETF-T-Rex","AAPW":"AAPL周配息ETF-Roundhill","AAPX":"2倍做多Apple ETF-T-Rex","METD":"1倍做空META ETF-Direxion","AAPY":"AAPL收益溢价策略ETF-Kurv","NVYY":"GraniteShares YieldBOOST NVDA ETF","IOSX":"Corgi AAPL 2x Daily ETF","METG":"Leverage Shares 2x Long META Daily ETF","NBIS":"NEBIUS","CORD":"T-REX 2X INVERSE CRWV DAILY TARGET ETF","METQ":"Tradr 2X Short META Daily ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","METU":"2倍做多META ETF-Direxion","WNTR":"做空MSTR期权收益策略ETF-YieldMax","AAPL":"苹果","METW":"Roundhill META WeeklyPay™ ETF","MTYY":"GraniteShares YieldBOOST MSTR ETF","IMST":"MSTR期权收益策略ETF-Bitwise","MSDD":"2倍做空MSTR ETF-GraniteShares","META":"Meta Platforms, Inc.","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","SMST":"2倍做空MSTR ETF-Defiance","ANV":"GraniteShares Autocallable NVDA ETF","MSFC":"2倍做多MSFT ETF-Corgi","MSFD":"1倍做空MSFT ETF-Direxion","07388":"南方两倍做空英伟达","MSFL":"2倍做多MSFT ETF-GraniteShares","07399":"南方两倍做空MSTR","MSFO":"MSFT期权收益策略ETF-YieldMax","MSFU":"2倍做多MSFT ETF-Direxion","CWVX":"2倍做多CRWV ETF-Tradr","MSFW":"Roundhill MSFT WeeklyPay ETF","NBIC":"Corgi NBIS 2x Daily ETF","SPAL":"2倍做多Space X ETF-GraniteShares","MSFX":"2倍做多MSFT ETF-T-Rex"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164020520","content_text":"Here are the biggest calls on Wall Street This Week:Morgan Stanley names Nvidia a top pickThe firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this week, NVDA’s CEO highlighted that recent developments in land/power/shell, financing, component constraints, and agentic all play to their strengths; we agree and are reinstating the stock as our Top Pick in semis.”Daiwa upgrading Hewlett Packard Enterprises to outperform from neutralDaiwa says it’s bullish on the company’s networking business. “HPE hosted a bullish Networking investor day on September 30 in California highlighting the progress and new growth rates for their Networking business. Networking is the combination of their prior business and the Juniper acquisition.”William Blair initiates CoreWeave as outperformWilliam Blair said it's the \"premier AI cloud.\" \"CoreWeave has established itself as a strategic infrastructure provider to many of the world's largest hyperscalers and AI labs, with approximately $130 billion of committed backlog and second quarter 2026 revenue of $2.58 billion likely exceeding all other neoclouds combined.\"William Blair initiates Nebius Group as outperformWilliam Blair said Nebius is \"not just another neocloud.\" \"Nebius is evolving from a GPU capacity provider into a full-stack, AI-native cloud platform that spans training, inference, and agentic workloads, while occupying a unique position between general-purpose hyperscalers and more infrastructure-focused AI cloud providers.\"Bank of America reiterates Apple as buyBank of America says its checks show Apple’s App Store revenue grew year over year. “App Store revs in F4Q26 (full quarter) increased to $8.8bn (+1.8% y/y, according to data on developer revs from SensorTower). Compared to our last iteration, this is a step up though we note historicals were restated.”Citi reiterates Strategy as buyCiti raised its price target on Strategy to $240 per share from $136. “We reset our estimates and TP to incorporate Citi’s revised 12-month BTC forecast (base case revised 39% higher to ~$113.4k.”Deutsche Bank adds Meta to the fresh money listDeutsche said shares remain attractive. \"Shares have outperformed the broader market recently upon the launch of Muse, which has taken off electrically. Looking forward, we do not think this represents the end-state, rather the beginning of a rich product cycle and as such, we think META represents an attractive opportunity for long-term investors.\"Freedom Capital upgrades Cerebras to buy from holdThe firm says buy the weakness. “Over the past few days, CBRS’s investors have been rattled by news that the company’s key partner, OpenAI, is using NVIDIA’s GPUs for the frontier lab’s ‘Ultrafast’ version of its GPT-1 Sol model. CBRS’s shares have plummeted -17% likely in response to this.”Evercore ISI reiterates SpaceX as outperformEvercore says the Grok bot is an “underappreciated” story. “It launched almost a month before Meta’s Muse and nearly seven weeks before OpenAI’s Dots, and despite in our view being a compelling and intuitive alternative, its potential remains underappreciated within the broader SpaceX AI story.”Bank of America reiterates Micron as buyBank of America said it sees a \"durable memory cycle\" following earnings. \"MU delivered another strong beat/raise, reinforcing our constructive view on memory's role in AI and increasing supply-side discipline supporting a durable cycle.\"Wells Fargo adds Microsoft to the fourth quarter tactical buy listWells raised its price target to $725 per share from $700. \"We see a favorable tactical setup for MSFT shares into 4Q given a number of key catalysts, most notably realization of its AI advantage up & down the stack, upcoming Nov. Ignite conference & new segment reporting. Remain constructive into year-end, esp w/ shares at ~25x P/E.\"Goldman Sachs adds Amazon to the conviction buy listThe firm said Amazon has plenty more room to run. \"AMZN is ideally positioned to benefit from both structural and cyclical tailwinds impacting the broader Tech sector yet has lagged many Tech stock peers and the broader S&P 500 over the past year, providing an attractive entry point for this perennial outperforming growth stock.\"","news_type":1,"symbols_score_info":{"METG":0.6,"MSTK":0.6,"07788":0.6,"SPCU":0.6,"MSTR":2,"NBIL":0.6,"FBY":0.6,"NVDL":0.6,"NVDU":0.6,"NVDS":0.6,"SPCF":0.6,"IOSX":0.6,"NBIS":2,"METD":0.6,"NVYY":0.6,"META":2,"MSFY":0.6,"AAPD":0.6,"MSFC":0.6,"NVDO":0.6,"MSTC":0.6,"SSPC":0.6,"APLY":0.6,"NVDA":2,"NBIC":0.6,"NVD":0.6,"07388":0.6,"MSTW":0.6,"YSPC":0.6,"MSFD":0.6,"METU":0.6,"CRWX":0.6,"NVDY":0.6,"CWII":0.6,"MSII":0.6,"NVDW":0.6,"NVII":0.6,"AAPW":0.6,"NVC":0.6,"NVDQ":0.6,"MTYY":0.6,"IMST":0.6,"MSFT":2,"DSPC":0.6,"NBIZ":0.6,"SPAL":0.6,"CRWG":0.6,"MSTY":0.6,"FBYY":0.6,"SPAX":0.6,"AAPU":0.6,"SPCQ":0.6,"SMST":0.6,"MSFL":0.6,"SPCG":0.6,"FBL":0.6,"07399":0.6,"NVDB":0.6,"AAPB":0.6,"MSFX":0.6,"NEBX":0.6,"NBIG":0.6,"AAPX":0.6,"ANV":0.6,"METQ":0.6,"MSTP":0.6,"WNTR":0.6,"SNK":0.6,"CWVX":0.6,"AAPL":2,"MSDD":0.6,"MST":0.6,"CORD":0.6,"MSFO":0.6,"MSST":0.6,"NVDD":0.6,"LOFD":0.6,"CRWU":0.6,"MSTX":0.6,"NVDX":0.6,"ELOL":0.6,"SPCH":0.6,"FBX":0.6,"MSTZ":0.6,"LOFF":0.6,"NVDG":0.6,"MSFW":0.6,"SPCM":0.6,"SPCX":2,"AAPY":0.6,"METW":0.6,"07799":0.6,"DIPS":0.6,"MSTU":0.6,"MSFU":0.6,"AAPE":0.6,"CRWV":2}},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595676626064760,"gmtCreate":1786455554742,"gmtModify":1786455557982,"author":{"id":"3570273121072466","authorId":"3570273121072466","name":"Soon Chye","avatar":"https://community-static.tradeup.com/news/62c314d969807539512211a4f5af6c56","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570273121072466","idStr":"3570273121072466"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/O39.SI\">$OCBC Bank(O39.SI)$ </a> first 100%","listText":"<a href=\"https://ttm.financial/S/O39.SI\">$OCBC Bank(O39.SI)$ </a> first 100%","text":"$OCBC Bank(O39.SI)$ first 100%","images":[{"img":"https://community-static.tradeup.com/news/aee7000786e9cd9ec9038eceeca64a52","width":"898","height":"1362"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/595676626064760","isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4215246273711482","authorId":"4215246273711482","name":"Tiger_Peter","avatar":"https://community-static.tradeup.com/news/fe69b5b2f19496372b24f64fb08a8ef0","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4215246273711482","idStr":"4215246273711482"},"content":"Why is everyone showing their gains? For what","text":"Why is everyone showing their gains? For what","html":"Why is everyone showing their gains? For what"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":538318869275344,"gmtCreate":1772447181598,"gmtModify":1772447459914,"author":{"id":"3570273121072466","authorId":"3570273121072466","name":"Soon Chye","avatar":"https://community-static.tradeup.com/news/62c314d969807539512211a4f5af6c56","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570273121072466","idStr":"3570273121072466"},"themes":[],"title":"","htmlText":"Be careful with company that steal others product https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks","listText":"Be careful with company that steal others product https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks","text":"Be careful with company that steal others product https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/538318869275344","repostId":"2616380822","repostType":2,"repost":{"id":"2616380822","kind":"highlight","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":1772446120,"share":"https://ttm.financial/m/news/2616380822?lang=en_US&edition=fundamental","pubTime":"2026-03-02 18:08","market":"nz","language":"en","title":"MiniMax Posts FY2025 Gross Profit up 437.2% to USD 20.1 Million","url":"https://stock-news.laohu8.com/highlight/detail?id=2616380822","media":"Reuters","summary":"MiniMax posts FY2025 gross profit up 437.2% to USD 20.1 million               MiniMax reported FY2025 total revenue of USD 79.0 million, up 158.9%, with more than 70% derived from international market","content":"<html><head></head><body><p>MiniMax reported FY2025 total revenue of USD 79.0 million, up 158.9%, with more than 70% derived from international markets. </p><p>Gross profit was USD 20.1 million, up 437.2%, with gross margin at 25.4% (up 13.2 percentage points). </p><p>Adjusted net loss was USD 250.9 million. Cash balance was USD 1.1 billion as of December 31, 2025. </p><p>By segment, revenue from AI-native products was USD 53.1 million (up 143.4%), and revenue from the Open Platform and other AI-based enterprise services was USD 26.0 million (up 197.8%). </p><p>Selling and distribution expenses were USD 51.9 million (down 40.3%), administrative expenses were USD 36.8 million (up 155.9%), and R&amp;D expenses were USD 252.8 million (up 33.8%). For business updates, MiniMax said it built full-modality R&amp;D capabilities across language, video, speech and music, and continued upgrading its AI-native product portfolio, including MiniMax Agent, Hailuo AI, Talkie and Xingye, alongside its enterprise Open Platform. </p><p>In Q4 2025, it updated its M2, M2.1 and M2-her language models, and in February 2026 it released M2.5, which the company said improved coding efficiency by 37% versus M2.1; it also said average daily token consumption for M2-series text models in February 2026 grew to over six times December 2025 levels. In multimodal, MiniMax highlighted the October 2025 release of its Hailuo 2.3 video model and Speech 2.6 speech model, and said its video models had been used to generate more than 600 million videos and its speech model more than 200 million hours of speech cumulatively as of end-2025.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MiniMax Posts FY2025 Gross Profit up 437.2% to USD 20.1 Million</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\">\nMiniMax Posts FY2025 Gross Profit up 437.2% to USD 20.1 Million\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\">2026-03-02 18:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>MiniMax reported FY2025 total revenue of USD 79.0 million, up 158.9%, with more than 70% derived from international markets. </p><p>Gross profit was USD 20.1 million, up 437.2%, with gross margin at 25.4% (up 13.2 percentage points). </p><p>Adjusted net loss was USD 250.9 million. Cash balance was USD 1.1 billion as of December 31, 2025. </p><p>By segment, revenue from AI-native products was USD 53.1 million (up 143.4%), and revenue from the Open Platform and other AI-based enterprise services was USD 26.0 million (up 197.8%). </p><p>Selling and distribution expenses were USD 51.9 million (down 40.3%), administrative expenses were USD 36.8 million (up 155.9%), and R&amp;D expenses were USD 252.8 million (up 33.8%). For business updates, MiniMax said it built full-modality R&amp;D capabilities across language, video, speech and music, and continued upgrading its AI-native product portfolio, including MiniMax Agent, Hailuo AI, Talkie and Xingye, alongside its enterprise Open Platform. </p><p>In Q4 2025, it updated its M2, M2.1 and M2-her language models, and in February 2026 it released M2.5, which the company said improved coding efficiency by 37% versus M2.1; it also said average daily token consumption for M2-series text models in February 2026 grew to over six times December 2025 levels. In multimodal, MiniMax highlighted the October 2025 release of its Hailuo 2.3 video model and Speech 2.6 speech model, and said its video models had been used to generate more than 600 million videos and its speech model more than 200 million hours of speech cumulatively as of end-2025.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1117":"系统软件","00100":"MINIMAX-W"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260302:nNDL1xwYVK:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2616380822","content_text":"MiniMax reported FY2025 total revenue of USD 79.0 million, up 158.9%, with more than 70% derived from international markets. Gross profit was USD 20.1 million, up 437.2%, with gross margin at 25.4% (up 13.2 percentage points). Adjusted net loss was USD 250.9 million. Cash balance was USD 1.1 billion as of December 31, 2025. By segment, revenue from AI-native products was USD 53.1 million (up 143.4%), and revenue from the Open Platform and other AI-based enterprise services was USD 26.0 million (up 197.8%). Selling and distribution expenses were USD 51.9 million (down 40.3%), administrative expenses were USD 36.8 million (up 155.9%), and R&D expenses were USD 252.8 million (up 33.8%). For business updates, MiniMax said it built full-modality R&D capabilities across language, video, speech and music, and continued upgrading its AI-native product portfolio, including MiniMax Agent, Hailuo AI, Talkie and Xingye, alongside its enterprise Open Platform. In Q4 2025, it updated its M2, M2.1 and M2-her language models, and in February 2026 it released M2.5, which the company said improved coding efficiency by 37% versus M2.1; it also said average daily token consumption for M2-series text models in February 2026 grew to over six times December 2025 levels. In multimodal, MiniMax highlighted the October 2025 release of its Hailuo 2.3 video model and Speech 2.6 speech model, and said its video models had been used to generate more than 600 million videos and its speech model more than 200 million hours of speech cumulatively as of end-2025.","news_type":1,"symbols_score_info":{"00100":2}},"isVote":1,"tweetType":1,"viewCount":2646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":519557385135296,"gmtCreate":1767866214926,"gmtModify":1767867194660,"author":{"id":"3570273121072466","authorId":"3570273121072466","name":"Soon Chye","avatar":"https://community-static.tradeup.com/news/62c314d969807539512211a4f5af6c56","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570273121072466","idStr":"3570273121072466"},"themes":[],"title":"","htmlText":"I would love to own the cap, add a tiger tail on it will be perfect 😉","listText":"I would love to own the cap, add a tiger tail on it will be perfect 😉","text":"I would love to own the cap, add a tiger tail on it will be perfect 😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/519557385135296","isVote":1,"tweetType":1,"viewCount":2963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":509631193358824,"gmtCreate":1765453094668,"gmtModify":1765458888027,"author":{"id":"3570273121072466","authorId":"3570273121072466","name":"Soon Chye","avatar":"https://community-static.tradeup.com/news/62c314d969807539512211a4f5af6c56","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570273121072466","idStr":"3570273121072466"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$&nbsp;</a> @tigerbroker, please fix the options for TSLL, moomoo already fix it with TSLL &amp; TSLL1","listText":"<a href=\"https://ttm.financial/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$&nbsp;</a> @tigerbroker, please fix the options for TSLL, moomoo already fix it with TSLL &amp; TSLL1","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$ @tigerbroker, please fix the options for TSLL, moomoo already fix it with TSLL & TSLL1","images":[{"img":"https://community-static.tradeup.com/news/536e87f626e3c501a21f10814ee2c8e3","width":"1080","height":"420"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/509631193358824","isVote":1,"tweetType":1,"viewCount":3333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":614852114133176,"gmtCreate":1791089368527,"gmtModify":1791089371279,"author":{"id":"3570273121072466","authorId":"3570273121072466","name":"Soon Chye","avatar":"https://community-static.tradeup.com/news/62c314d969807539512211a4f5af6c56","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570273121072466","idStr":"3570273121072466"},"themes":[],"title":"","htmlText":"kkkkkk","listText":"kkkkkk","text":"kkkkkk","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614852114133176","repostId":"1164020520","repostType":2,"repost":{"id":"1164020520","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":1791077393,"share":"https://ttm.financial/m/news/1164020520?lang=en_US&edition=fundamental","pubTime":"2026-10-04 09:29","market":"us","language":"en","title":"Ratings Weekly | Apple, CoreWeave, Nvidia, SpaceX, Micron, Meta, Microsoft, Strategy and More to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1164020520","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street This Week:Morgan Stanley names Nvidia a top pickThe firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this...","content":"<html><head></head><body><p style=\"text-align: left;\">Here are the biggest calls on Wall Street This Week:</p><h3 style=\"text-align: left;\"><strong>Morgan Stanley names Nvidia a top pick</strong></h3><p style=\"text-align: left;\">The firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this week, NVDA’s CEO highlighted that recent developments in land/power/shell, financing, component constraints, and agentic all play to their strengths; we agree and are reinstating the stock as our Top Pick in semis.”</p><h3 style=\"text-align: left;\"><strong>Daiwa upgrading Hewlett Packard Enterprises to outperform from neutral</strong></h3><p style=\"text-align: left;\">Daiwa says it’s bullish on the company’s networking business. “HPE hosted a bullish Networking investor day on September 30 in California highlighting the progress and new growth rates for their Networking business. Networking is the combination of their prior business and the Juniper acquisition.”</p><h3 style=\"text-align: left;\"><strong>William Blair initiates CoreWeave as outperform</strong></h3><p style=\"text-align: left;\">William Blair said it&#39;s the &#34;premier AI cloud.&#34; &#34;CoreWeave has established itself as a strategic infrastructure provider to many of the world&#39;s largest hyperscalers and AI labs, with approximately $130 billion of committed backlog and second quarter 2026 revenue of $2.58 billion likely exceeding all other neoclouds combined.&#34;</p><h3 style=\"text-align: left;\"><strong>William Blair initiates Nebius Group as outperform</strong></h3><p style=\"text-align: left;\">William Blair said Nebius is &#34;not just another neocloud.&#34; &#34;Nebius is evolving from a GPU capacity provider into a full-stack, AI-native cloud platform that spans training, inference, and agentic workloads, while occupying a unique position between general-purpose hyperscalers and more infrastructure-focused AI cloud providers.&#34;</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Apple as buy</strong></h3><p style=\"text-align: left;\">Bank of America says its checks show Apple’s App Store revenue grew year over year. “App Store revs in F4Q26 (full quarter) increased to $8.8bn (+1.8% y/y, according to data on developer revs from SensorTower). Compared to our last iteration, this is a step up though we note historicals were restated.”</p><h3 style=\"text-align: left;\"><strong>Citi reiterates Strategy as buy</strong></h3><p style=\"text-align: left;\">Citi raised its price target on Strategy to $240 per share from $136. “We reset our estimates and TP to incorporate Citi’s revised 12-month BTC forecast (base case revised 39% higher to ~$113.4k.”</p><h3 style=\"text-align: left;\"><strong>Deutsche Bank adds Meta to the fresh money list</strong></h3><p style=\"text-align: left;\">Deutsche said shares remain attractive. &#34;Shares have outperformed the broader market recently upon the launch of Muse, which has taken off electrically. Looking forward, we do not think this represents the end-state, rather the beginning of a rich product cycle and as such, we think META represents an attractive opportunity for long-term investors.&#34;</p><h3 style=\"text-align: left;\"><strong>Freedom Capital upgrades Cerebras to buy from hold</strong></h3><p style=\"text-align: left;\">The firm says buy the weakness. “Over the past few days, CBRS’s investors have been rattled by news that the company’s key partner, OpenAI, is using NVIDIA’s GPUs for the frontier lab’s ‘Ultrafast’ version of its GPT-1 Sol model. CBRS’s shares have plummeted -17% likely in response to this.”</p><h3 style=\"text-align: left;\"><strong>Evercore ISI reiterates SpaceX as outperform</strong></h3><p style=\"text-align: left;\">Evercore says the Grok bot is an “underappreciated” story. “It launched almost a month before Meta’s Muse and nearly seven weeks before OpenAI’s Dots, and despite in our view being a compelling and intuitive alternative, its potential remains underappreciated within the broader SpaceX AI story.”</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Micron as buy</strong></h3><p style=\"text-align: left;\">Bank of America said it sees a &#34;durable memory cycle&#34; following earnings. &#34;MU delivered another strong beat/raise, reinforcing our constructive view on memory&#39;s role in AI and increasing supply-side discipline supporting a durable cycle.&#34;</p><h3 style=\"text-align: left;\"><strong>Wells Fargo adds Microsoft to the fourth quarter tactical buy list</strong></h3><p style=\"text-align: left;\">Wells raised its price target to $725 per share from $700. &#34;We see a favorable tactical setup for MSFT shares into 4Q given a number of key catalysts, most notably realization of its AI advantage up &amp; down the stack, upcoming Nov. Ignite conference &amp; new segment reporting. Remain constructive into year-end, esp w/ shares at ~25x P/E.&#34;</p><h3 style=\"text-align: left;\"><strong>Goldman Sachs adds Amazon to the conviction buy list</strong></h3><p style=\"text-align: left;\">The firm said Amazon has plenty more room to run. &#34;AMZN is ideally positioned to benefit from both structural and cyclical tailwinds impacting the broader Tech sector yet has lagged many Tech stock peers and the broader S&amp;P 500 over the past year, providing an attractive entry point for this perennial outperforming growth stock.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ratings Weekly | Apple, CoreWeave, Nvidia, SpaceX, Micron, Meta, Microsoft, Strategy and More to Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRatings Weekly | Apple, CoreWeave, Nvidia, SpaceX, Micron, Meta, Microsoft, Strategy and More to Watch\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\">2026-10-04 09:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Here are the biggest calls on Wall Street This Week:</p><h3 style=\"text-align: left;\"><strong>Morgan Stanley names Nvidia a top pick</strong></h3><p style=\"text-align: left;\">The firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this week, NVDA’s CEO highlighted that recent developments in land/power/shell, financing, component constraints, and agentic all play to their strengths; we agree and are reinstating the stock as our Top Pick in semis.”</p><h3 style=\"text-align: left;\"><strong>Daiwa upgrading Hewlett Packard Enterprises to outperform from neutral</strong></h3><p style=\"text-align: left;\">Daiwa says it’s bullish on the company’s networking business. “HPE hosted a bullish Networking investor day on September 30 in California highlighting the progress and new growth rates for their Networking business. Networking is the combination of their prior business and the Juniper acquisition.”</p><h3 style=\"text-align: left;\"><strong>William Blair initiates CoreWeave as outperform</strong></h3><p style=\"text-align: left;\">William Blair said it&#39;s the &#34;premier AI cloud.&#34; &#34;CoreWeave has established itself as a strategic infrastructure provider to many of the world&#39;s largest hyperscalers and AI labs, with approximately $130 billion of committed backlog and second quarter 2026 revenue of $2.58 billion likely exceeding all other neoclouds combined.&#34;</p><h3 style=\"text-align: left;\"><strong>William Blair initiates Nebius Group as outperform</strong></h3><p style=\"text-align: left;\">William Blair said Nebius is &#34;not just another neocloud.&#34; &#34;Nebius is evolving from a GPU capacity provider into a full-stack, AI-native cloud platform that spans training, inference, and agentic workloads, while occupying a unique position between general-purpose hyperscalers and more infrastructure-focused AI cloud providers.&#34;</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Apple as buy</strong></h3><p style=\"text-align: left;\">Bank of America says its checks show Apple’s App Store revenue grew year over year. “App Store revs in F4Q26 (full quarter) increased to $8.8bn (+1.8% y/y, according to data on developer revs from SensorTower). Compared to our last iteration, this is a step up though we note historicals were restated.”</p><h3 style=\"text-align: left;\"><strong>Citi reiterates Strategy as buy</strong></h3><p style=\"text-align: left;\">Citi raised its price target on Strategy to $240 per share from $136. “We reset our estimates and TP to incorporate Citi’s revised 12-month BTC forecast (base case revised 39% higher to ~$113.4k.”</p><h3 style=\"text-align: left;\"><strong>Deutsche Bank adds Meta to the fresh money list</strong></h3><p style=\"text-align: left;\">Deutsche said shares remain attractive. &#34;Shares have outperformed the broader market recently upon the launch of Muse, which has taken off electrically. Looking forward, we do not think this represents the end-state, rather the beginning of a rich product cycle and as such, we think META represents an attractive opportunity for long-term investors.&#34;</p><h3 style=\"text-align: left;\"><strong>Freedom Capital upgrades Cerebras to buy from hold</strong></h3><p style=\"text-align: left;\">The firm says buy the weakness. “Over the past few days, CBRS’s investors have been rattled by news that the company’s key partner, OpenAI, is using NVIDIA’s GPUs for the frontier lab’s ‘Ultrafast’ version of its GPT-1 Sol model. CBRS’s shares have plummeted -17% likely in response to this.”</p><h3 style=\"text-align: left;\"><strong>Evercore ISI reiterates SpaceX as outperform</strong></h3><p style=\"text-align: left;\">Evercore says the Grok bot is an “underappreciated” story. “It launched almost a month before Meta’s Muse and nearly seven weeks before OpenAI’s Dots, and despite in our view being a compelling and intuitive alternative, its potential remains underappreciated within the broader SpaceX AI story.”</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Micron as buy</strong></h3><p style=\"text-align: left;\">Bank of America said it sees a &#34;durable memory cycle&#34; following earnings. &#34;MU delivered another strong beat/raise, reinforcing our constructive view on memory&#39;s role in AI and increasing supply-side discipline supporting a durable cycle.&#34;</p><h3 style=\"text-align: left;\"><strong>Wells Fargo adds Microsoft to the fourth quarter tactical buy list</strong></h3><p style=\"text-align: left;\">Wells raised its price target to $725 per share from $700. &#34;We see a favorable tactical setup for MSFT shares into 4Q given a number of key catalysts, most notably realization of its AI advantage up &amp; down the stack, upcoming Nov. Ignite conference &amp; new segment reporting. Remain constructive into year-end, esp w/ shares at ~25x P/E.&#34;</p><h3 style=\"text-align: left;\"><strong>Goldman Sachs adds Amazon to the conviction buy list</strong></h3><p style=\"text-align: left;\">The firm said Amazon has plenty more room to run. &#34;AMZN is ideally positioned to benefit from both structural and cyclical tailwinds impacting the broader Tech sector yet has lagged many Tech stock peers and the broader S&amp;P 500 over the past year, providing an attractive entry point for this perennial outperforming growth stock.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","NBIG":"Leverage Shares 2X Long NBIS Daily ETF","FBL":"2倍做多META ETF-GraniteShares","NBIL":"GraniteShares 2x Long NBIS Daily ETF","SPAX":"2倍做多SPACEX ETF-T-REX","NBIZ":"Tradr 2X Short NBIS Daily ETF","NVC":"Corgi NVDA 2x Daily ETF","CRWV":"CoreWeave, Inc.","NVD":"2倍做空NVDA ETF-GraniteShares","NVDB":"ProShares Ultra NVDA ETF","NVDD":"1倍做空NVDA ETF-Direxion","LOFD":"Direxion Daily SpaceX Bear 2X ETF","FBX":"Corgi META 2x Daily ETF","NVDG":"2倍做多NVDA ETF- Leverage Shares","LOFF":"2倍做多SpaceX ETF-Direxion","07788":"南方两倍做多英伟达","FBY":"META期权收益策略ETF-YieldMax","NVDL":"2倍做多NVDA ETF-GraniteShares","SNK":"2倍做空SpaceX ETF-GraniteShares","NVDQ":"2倍做空NVDA ETF-T-Rex","FBYY":"GraniteShares YieldBOOST META ETF","07799":"南方两倍做多MSTR","SSPC":"2倍做空SpaceX ETF-Leverage Shares","APLY":"AAPL期权收益策略ETF-YieldMax","SPCF":"2倍做多SpaceX ETF-ProShares","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDU":"2倍做多NVDA ETF-Direxion","SPCG":"2倍做空SpaceX ETF-Tradr","CWII":"REX CRWV Growth & Income ETF","NVDW":"NVDA周配息ETF-Roundhill","CRWG":"2倍做多CRWV ETF-Leverage Shares","MSST":"YieldMax MSTR Performance & Distribution Target 25 ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPCX":"SPAC and New Issue ETF","MST":"做多杠杆+收益MSTR ETF-Defiance","NVDX":"2倍做多NVDA ETF-T-Rex","NVDA":"英伟达","NVDY":"NVDA期权收益策略ETF-YieldMax","CRWU":"2倍做多CRWV ETF-T-Rex","MSTC":"Corgi MSTR 2x Daily ETF","YSPC":"YieldMax SPCX Option Income Strategy ETF","CRWX":"Corgi CRWV 2x Daily ETF","DSPC":"1倍做空SPCX ETF-Leverage Shares","MSII":"REX MSTR Growth & Income ETF","NVII":"Rex NVDA Growth & Income ETF","SPCM":"2倍做多SpaceX ETF-Tradr","SPCQ":"2倍做空SpaceX ETF-Defiance","MSTP":"2倍做多MSTR ETF-GraniteShares","AAPB":"2倍做多AAPL ETF-GraniteShares","NEBX":"2倍做多NBIS ETF-Tradr","MSTR":"Strategy","MSFT":"微软","MSTK":"Tuttle Capital MSTR 0DTE Covered Call ETF","SPCU":"2倍做多SpaceX ETF-Defiance","MSTU":"2倍做多MSTR ETF-T-Rex","AAPD":"1倍做空AAPL ETF-Direxion","MSTW":"Roundhill MSTR WeeklyPay ETF","AAPE":"Leverage Shares 2X Long AAPL Daily ETF","MSTX":"2倍做多MSTR ETF-Defiance","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","MSTY":"MSTR期权收益策略ETF-YieldMax","AAPU":"2倍做多AAPL ETF-Direxion","MSTZ":"2倍做空MSTR ETF-T-Rex","AAPW":"AAPL周配息ETF-Roundhill","AAPX":"2倍做多Apple ETF-T-Rex","METD":"1倍做空META ETF-Direxion","AAPY":"AAPL收益溢价策略ETF-Kurv","NVYY":"GraniteShares YieldBOOST NVDA ETF","IOSX":"Corgi AAPL 2x Daily ETF","METG":"Leverage Shares 2x Long META Daily ETF","NBIS":"NEBIUS","CORD":"T-REX 2X INVERSE CRWV DAILY TARGET ETF","METQ":"Tradr 2X Short META Daily ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","METU":"2倍做多META ETF-Direxion","WNTR":"做空MSTR期权收益策略ETF-YieldMax","AAPL":"苹果","METW":"Roundhill META WeeklyPay™ ETF","MTYY":"GraniteShares YieldBOOST MSTR ETF","IMST":"MSTR期权收益策略ETF-Bitwise","MSDD":"2倍做空MSTR ETF-GraniteShares","META":"Meta Platforms, Inc.","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","SMST":"2倍做空MSTR ETF-Defiance","ANV":"GraniteShares Autocallable NVDA ETF","MSFC":"2倍做多MSFT ETF-Corgi","MSFD":"1倍做空MSFT ETF-Direxion","07388":"南方两倍做空英伟达","MSFL":"2倍做多MSFT ETF-GraniteShares","07399":"南方两倍做空MSTR","MSFO":"MSFT期权收益策略ETF-YieldMax","MSFU":"2倍做多MSFT ETF-Direxion","CWVX":"2倍做多CRWV ETF-Tradr","MSFW":"Roundhill MSFT WeeklyPay ETF","NBIC":"Corgi NBIS 2x Daily ETF","SPAL":"2倍做多Space X ETF-GraniteShares","MSFX":"2倍做多MSFT ETF-T-Rex"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164020520","content_text":"Here are the biggest calls on Wall Street This Week:Morgan Stanley names Nvidia a top pickThe firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this week, NVDA’s CEO highlighted that recent developments in land/power/shell, financing, component constraints, and agentic all play to their strengths; we agree and are reinstating the stock as our Top Pick in semis.”Daiwa upgrading Hewlett Packard Enterprises to outperform from neutralDaiwa says it’s bullish on the company’s networking business. “HPE hosted a bullish Networking investor day on September 30 in California highlighting the progress and new growth rates for their Networking business. Networking is the combination of their prior business and the Juniper acquisition.”William Blair initiates CoreWeave as outperformWilliam Blair said it's the \"premier AI cloud.\" \"CoreWeave has established itself as a strategic infrastructure provider to many of the world's largest hyperscalers and AI labs, with approximately $130 billion of committed backlog and second quarter 2026 revenue of $2.58 billion likely exceeding all other neoclouds combined.\"William Blair initiates Nebius Group as outperformWilliam Blair said Nebius is \"not just another neocloud.\" \"Nebius is evolving from a GPU capacity provider into a full-stack, AI-native cloud platform that spans training, inference, and agentic workloads, while occupying a unique position between general-purpose hyperscalers and more infrastructure-focused AI cloud providers.\"Bank of America reiterates Apple as buyBank of America says its checks show Apple’s App Store revenue grew year over year. “App Store revs in F4Q26 (full quarter) increased to $8.8bn (+1.8% y/y, according to data on developer revs from SensorTower). Compared to our last iteration, this is a step up though we note historicals were restated.”Citi reiterates Strategy as buyCiti raised its price target on Strategy to $240 per share from $136. “We reset our estimates and TP to incorporate Citi’s revised 12-month BTC forecast (base case revised 39% higher to ~$113.4k.”Deutsche Bank adds Meta to the fresh money listDeutsche said shares remain attractive. \"Shares have outperformed the broader market recently upon the launch of Muse, which has taken off electrically. Looking forward, we do not think this represents the end-state, rather the beginning of a rich product cycle and as such, we think META represents an attractive opportunity for long-term investors.\"Freedom Capital upgrades Cerebras to buy from holdThe firm says buy the weakness. “Over the past few days, CBRS’s investors have been rattled by news that the company’s key partner, OpenAI, is using NVIDIA’s GPUs for the frontier lab’s ‘Ultrafast’ version of its GPT-1 Sol model. CBRS’s shares have plummeted -17% likely in response to this.”Evercore ISI reiterates SpaceX as outperformEvercore says the Grok bot is an “underappreciated” story. “It launched almost a month before Meta’s Muse and nearly seven weeks before OpenAI’s Dots, and despite in our view being a compelling and intuitive alternative, its potential remains underappreciated within the broader SpaceX AI story.”Bank of America reiterates Micron as buyBank of America said it sees a \"durable memory cycle\" following earnings. \"MU delivered another strong beat/raise, reinforcing our constructive view on memory's role in AI and increasing supply-side discipline supporting a durable cycle.\"Wells Fargo adds Microsoft to the fourth quarter tactical buy listWells raised its price target to $725 per share from $700. \"We see a favorable tactical setup for MSFT shares into 4Q given a number of key catalysts, most notably realization of its AI advantage up & down the stack, upcoming Nov. Ignite conference & new segment reporting. Remain constructive into year-end, esp w/ shares at ~25x P/E.\"Goldman Sachs adds Amazon to the conviction buy listThe firm said Amazon has plenty more room to run. \"AMZN is ideally positioned to benefit from both structural and cyclical tailwinds impacting the broader Tech sector yet has lagged many Tech stock peers and the broader S&P 500 over the past year, providing an attractive entry point for this perennial outperforming growth stock.\"","news_type":1,"symbols_score_info":{"METG":0.6,"MSTK":0.6,"07788":0.6,"SPCU":0.6,"MSTR":2,"NBIL":0.6,"FBY":0.6,"NVDL":0.6,"NVDU":0.6,"NVDS":0.6,"SPCF":0.6,"IOSX":0.6,"NBIS":2,"METD":0.6,"NVYY":0.6,"META":2,"MSFY":0.6,"AAPD":0.6,"MSFC":0.6,"NVDO":0.6,"MSTC":0.6,"SSPC":0.6,"APLY":0.6,"NVDA":2,"NBIC":0.6,"NVD":0.6,"07388":0.6,"MSTW":0.6,"YSPC":0.6,"MSFD":0.6,"METU":0.6,"CRWX":0.6,"NVDY":0.6,"CWII":0.6,"MSII":0.6,"NVDW":0.6,"NVII":0.6,"AAPW":0.6,"NVC":0.6,"NVDQ":0.6,"MTYY":0.6,"IMST":0.6,"MSFT":2,"DSPC":0.6,"NBIZ":0.6,"SPAL":0.6,"CRWG":0.6,"MSTY":0.6,"FBYY":0.6,"SPAX":0.6,"AAPU":0.6,"SPCQ":0.6,"SMST":0.6,"MSFL":0.6,"SPCG":0.6,"FBL":0.6,"07399":0.6,"NVDB":0.6,"AAPB":0.6,"MSFX":0.6,"NEBX":0.6,"NBIG":0.6,"AAPX":0.6,"ANV":0.6,"METQ":0.6,"MSTP":0.6,"WNTR":0.6,"SNK":0.6,"CWVX":0.6,"AAPL":2,"MSDD":0.6,"MST":0.6,"CORD":0.6,"MSFO":0.6,"MSST":0.6,"NVDD":0.6,"LOFD":0.6,"CRWU":0.6,"MSTX":0.6,"NVDX":0.6,"ELOL":0.6,"SPCH":0.6,"FBX":0.6,"MSTZ":0.6,"LOFF":0.6,"NVDG":0.6,"MSFW":0.6,"SPCM":0.6,"SPCX":2,"AAPY":0.6,"METW":0.6,"07799":0.6,"DIPS":0.6,"MSTU":0.6,"MSFU":0.6,"AAPE":0.6,"CRWV":2}},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":614852283838736,"gmtCreate":1791089356711,"gmtModify":1791089359504,"author":{"id":"3570273121072466","authorId":"3570273121072466","name":"Soon Chye","avatar":"https://community-static.tradeup.com/news/62c314d969807539512211a4f5af6c56","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570273121072466","idStr":"3570273121072466"},"themes":[],"title":"","htmlText":"&nbsp; the mm","listText":"&nbsp; the mm","text":"the mm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614852283838736","repostId":"1164020520","repostType":2,"repost":{"id":"1164020520","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":1791077393,"share":"https://ttm.financial/m/news/1164020520?lang=en_US&edition=fundamental","pubTime":"2026-10-04 09:29","market":"us","language":"en","title":"Ratings Weekly | Apple, CoreWeave, Nvidia, SpaceX, Micron, Meta, Microsoft, Strategy and More to Watch","url":"https://stock-news.laohu8.com/highlight/detail?id=1164020520","media":"Tiger Newspress","summary":"Here are the biggest calls on Wall Street This Week:Morgan Stanley names Nvidia a top pickThe firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this...","content":"<html><head></head><body><p style=\"text-align: left;\">Here are the biggest calls on Wall Street This Week:</p><h3 style=\"text-align: left;\"><strong>Morgan Stanley names Nvidia a top pick</strong></h3><p style=\"text-align: left;\">The firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this week, NVDA’s CEO highlighted that recent developments in land/power/shell, financing, component constraints, and agentic all play to their strengths; we agree and are reinstating the stock as our Top Pick in semis.”</p><h3 style=\"text-align: left;\"><strong>Daiwa upgrading Hewlett Packard Enterprises to outperform from neutral</strong></h3><p style=\"text-align: left;\">Daiwa says it’s bullish on the company’s networking business. “HPE hosted a bullish Networking investor day on September 30 in California highlighting the progress and new growth rates for their Networking business. Networking is the combination of their prior business and the Juniper acquisition.”</p><h3 style=\"text-align: left;\"><strong>William Blair initiates CoreWeave as outperform</strong></h3><p style=\"text-align: left;\">William Blair said it&#39;s the &#34;premier AI cloud.&#34; &#34;CoreWeave has established itself as a strategic infrastructure provider to many of the world&#39;s largest hyperscalers and AI labs, with approximately $130 billion of committed backlog and second quarter 2026 revenue of $2.58 billion likely exceeding all other neoclouds combined.&#34;</p><h3 style=\"text-align: left;\"><strong>William Blair initiates Nebius Group as outperform</strong></h3><p style=\"text-align: left;\">William Blair said Nebius is &#34;not just another neocloud.&#34; &#34;Nebius is evolving from a GPU capacity provider into a full-stack, AI-native cloud platform that spans training, inference, and agentic workloads, while occupying a unique position between general-purpose hyperscalers and more infrastructure-focused AI cloud providers.&#34;</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Apple as buy</strong></h3><p style=\"text-align: left;\">Bank of America says its checks show Apple’s App Store revenue grew year over year. “App Store revs in F4Q26 (full quarter) increased to $8.8bn (+1.8% y/y, according to data on developer revs from SensorTower). Compared to our last iteration, this is a step up though we note historicals were restated.”</p><h3 style=\"text-align: left;\"><strong>Citi reiterates Strategy as buy</strong></h3><p style=\"text-align: left;\">Citi raised its price target on Strategy to $240 per share from $136. “We reset our estimates and TP to incorporate Citi’s revised 12-month BTC forecast (base case revised 39% higher to ~$113.4k.”</p><h3 style=\"text-align: left;\"><strong>Deutsche Bank adds Meta to the fresh money list</strong></h3><p style=\"text-align: left;\">Deutsche said shares remain attractive. &#34;Shares have outperformed the broader market recently upon the launch of Muse, which has taken off electrically. Looking forward, we do not think this represents the end-state, rather the beginning of a rich product cycle and as such, we think META represents an attractive opportunity for long-term investors.&#34;</p><h3 style=\"text-align: left;\"><strong>Freedom Capital upgrades Cerebras to buy from hold</strong></h3><p style=\"text-align: left;\">The firm says buy the weakness. “Over the past few days, CBRS’s investors have been rattled by news that the company’s key partner, OpenAI, is using NVIDIA’s GPUs for the frontier lab’s ‘Ultrafast’ version of its GPT-1 Sol model. CBRS’s shares have plummeted -17% likely in response to this.”</p><h3 style=\"text-align: left;\"><strong>Evercore ISI reiterates SpaceX as outperform</strong></h3><p style=\"text-align: left;\">Evercore says the Grok bot is an “underappreciated” story. “It launched almost a month before Meta’s Muse and nearly seven weeks before OpenAI’s Dots, and despite in our view being a compelling and intuitive alternative, its potential remains underappreciated within the broader SpaceX AI story.”</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Micron as buy</strong></h3><p style=\"text-align: left;\">Bank of America said it sees a &#34;durable memory cycle&#34; following earnings. &#34;MU delivered another strong beat/raise, reinforcing our constructive view on memory&#39;s role in AI and increasing supply-side discipline supporting a durable cycle.&#34;</p><h3 style=\"text-align: left;\"><strong>Wells Fargo adds Microsoft to the fourth quarter tactical buy list</strong></h3><p style=\"text-align: left;\">Wells raised its price target to $725 per share from $700. &#34;We see a favorable tactical setup for MSFT shares into 4Q given a number of key catalysts, most notably realization of its AI advantage up &amp; down the stack, upcoming Nov. Ignite conference &amp; new segment reporting. Remain constructive into year-end, esp w/ shares at ~25x P/E.&#34;</p><h3 style=\"text-align: left;\"><strong>Goldman Sachs adds Amazon to the conviction buy list</strong></h3><p style=\"text-align: left;\">The firm said Amazon has plenty more room to run. &#34;AMZN is ideally positioned to benefit from both structural and cyclical tailwinds impacting the broader Tech sector yet has lagged many Tech stock peers and the broader S&amp;P 500 over the past year, providing an attractive entry point for this perennial outperforming growth stock.&#34;</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ratings Weekly | Apple, CoreWeave, Nvidia, SpaceX, Micron, Meta, Microsoft, Strategy and More to Watch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRatings Weekly | Apple, CoreWeave, Nvidia, SpaceX, Micron, Meta, Microsoft, Strategy and More to Watch\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\">2026-10-04 09:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Here are the biggest calls on Wall Street This Week:</p><h3 style=\"text-align: left;\"><strong>Morgan Stanley names Nvidia a top pick</strong></h3><p style=\"text-align: left;\">The firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this week, NVDA’s CEO highlighted that recent developments in land/power/shell, financing, component constraints, and agentic all play to their strengths; we agree and are reinstating the stock as our Top Pick in semis.”</p><h3 style=\"text-align: left;\"><strong>Daiwa upgrading Hewlett Packard Enterprises to outperform from neutral</strong></h3><p style=\"text-align: left;\">Daiwa says it’s bullish on the company’s networking business. “HPE hosted a bullish Networking investor day on September 30 in California highlighting the progress and new growth rates for their Networking business. Networking is the combination of their prior business and the Juniper acquisition.”</p><h3 style=\"text-align: left;\"><strong>William Blair initiates CoreWeave as outperform</strong></h3><p style=\"text-align: left;\">William Blair said it&#39;s the &#34;premier AI cloud.&#34; &#34;CoreWeave has established itself as a strategic infrastructure provider to many of the world&#39;s largest hyperscalers and AI labs, with approximately $130 billion of committed backlog and second quarter 2026 revenue of $2.58 billion likely exceeding all other neoclouds combined.&#34;</p><h3 style=\"text-align: left;\"><strong>William Blair initiates Nebius Group as outperform</strong></h3><p style=\"text-align: left;\">William Blair said Nebius is &#34;not just another neocloud.&#34; &#34;Nebius is evolving from a GPU capacity provider into a full-stack, AI-native cloud platform that spans training, inference, and agentic workloads, while occupying a unique position between general-purpose hyperscalers and more infrastructure-focused AI cloud providers.&#34;</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Apple as buy</strong></h3><p style=\"text-align: left;\">Bank of America says its checks show Apple’s App Store revenue grew year over year. “App Store revs in F4Q26 (full quarter) increased to $8.8bn (+1.8% y/y, according to data on developer revs from SensorTower). Compared to our last iteration, this is a step up though we note historicals were restated.”</p><h3 style=\"text-align: left;\"><strong>Citi reiterates Strategy as buy</strong></h3><p style=\"text-align: left;\">Citi raised its price target on Strategy to $240 per share from $136. “We reset our estimates and TP to incorporate Citi’s revised 12-month BTC forecast (base case revised 39% higher to ~$113.4k.”</p><h3 style=\"text-align: left;\"><strong>Deutsche Bank adds Meta to the fresh money list</strong></h3><p style=\"text-align: left;\">Deutsche said shares remain attractive. &#34;Shares have outperformed the broader market recently upon the launch of Muse, which has taken off electrically. Looking forward, we do not think this represents the end-state, rather the beginning of a rich product cycle and as such, we think META represents an attractive opportunity for long-term investors.&#34;</p><h3 style=\"text-align: left;\"><strong>Freedom Capital upgrades Cerebras to buy from hold</strong></h3><p style=\"text-align: left;\">The firm says buy the weakness. “Over the past few days, CBRS’s investors have been rattled by news that the company’s key partner, OpenAI, is using NVIDIA’s GPUs for the frontier lab’s ‘Ultrafast’ version of its GPT-1 Sol model. CBRS’s shares have plummeted -17% likely in response to this.”</p><h3 style=\"text-align: left;\"><strong>Evercore ISI reiterates SpaceX as outperform</strong></h3><p style=\"text-align: left;\">Evercore says the Grok bot is an “underappreciated” story. “It launched almost a month before Meta’s Muse and nearly seven weeks before OpenAI’s Dots, and despite in our view being a compelling and intuitive alternative, its potential remains underappreciated within the broader SpaceX AI story.”</p><h3 style=\"text-align: left;\"><strong>Bank of America reiterates Micron as buy</strong></h3><p style=\"text-align: left;\">Bank of America said it sees a &#34;durable memory cycle&#34; following earnings. &#34;MU delivered another strong beat/raise, reinforcing our constructive view on memory&#39;s role in AI and increasing supply-side discipline supporting a durable cycle.&#34;</p><h3 style=\"text-align: left;\"><strong>Wells Fargo adds Microsoft to the fourth quarter tactical buy list</strong></h3><p style=\"text-align: left;\">Wells raised its price target to $725 per share from $700. &#34;We see a favorable tactical setup for MSFT shares into 4Q given a number of key catalysts, most notably realization of its AI advantage up &amp; down the stack, upcoming Nov. Ignite conference &amp; new segment reporting. Remain constructive into year-end, esp w/ shares at ~25x P/E.&#34;</p><h3 style=\"text-align: left;\"><strong>Goldman Sachs adds Amazon to the conviction buy list</strong></h3><p style=\"text-align: left;\">The firm said Amazon has plenty more room to run. &#34;AMZN is ideally positioned to benefit from both structural and cyclical tailwinds impacting the broader Tech sector yet has lagged many Tech stock peers and the broader S&amp;P 500 over the past year, providing an attractive entry point for this perennial outperforming growth stock.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","NBIG":"Leverage Shares 2X Long NBIS Daily ETF","FBL":"2倍做多META ETF-GraniteShares","NBIL":"GraniteShares 2x Long NBIS Daily ETF","SPAX":"2倍做多SPACEX ETF-T-REX","NBIZ":"Tradr 2X Short NBIS Daily ETF","NVC":"Corgi NVDA 2x Daily ETF","CRWV":"CoreWeave, Inc.","NVD":"2倍做空NVDA ETF-GraniteShares","NVDB":"ProShares Ultra NVDA ETF","NVDD":"1倍做空NVDA ETF-Direxion","LOFD":"Direxion Daily SpaceX Bear 2X ETF","FBX":"Corgi META 2x Daily ETF","NVDG":"2倍做多NVDA ETF- Leverage Shares","LOFF":"2倍做多SpaceX ETF-Direxion","07788":"南方两倍做多英伟达","FBY":"META期权收益策略ETF-YieldMax","NVDL":"2倍做多NVDA ETF-GraniteShares","SNK":"2倍做空SpaceX ETF-GraniteShares","NVDQ":"2倍做空NVDA ETF-T-Rex","FBYY":"GraniteShares YieldBOOST META ETF","07799":"南方两倍做多MSTR","SSPC":"2倍做空SpaceX ETF-Leverage Shares","APLY":"AAPL期权收益策略ETF-YieldMax","SPCF":"2倍做多SpaceX ETF-ProShares","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDU":"2倍做多NVDA ETF-Direxion","SPCG":"2倍做空SpaceX ETF-Tradr","CWII":"REX CRWV Growth & Income ETF","NVDW":"NVDA周配息ETF-Roundhill","CRWG":"2倍做多CRWV ETF-Leverage Shares","MSST":"YieldMax MSTR Performance & Distribution Target 25 ETF","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPCX":"SPAC and New Issue ETF","MST":"做多杠杆+收益MSTR ETF-Defiance","NVDX":"2倍做多NVDA ETF-T-Rex","NVDA":"英伟达","NVDY":"NVDA期权收益策略ETF-YieldMax","CRWU":"2倍做多CRWV ETF-T-Rex","MSTC":"Corgi MSTR 2x Daily ETF","YSPC":"YieldMax SPCX Option Income Strategy ETF","CRWX":"Corgi CRWV 2x Daily ETF","DSPC":"1倍做空SPCX ETF-Leverage Shares","MSII":"REX MSTR Growth & Income ETF","NVII":"Rex NVDA Growth & Income ETF","SPCM":"2倍做多SpaceX ETF-Tradr","SPCQ":"2倍做空SpaceX ETF-Defiance","MSTP":"2倍做多MSTR ETF-GraniteShares","AAPB":"2倍做多AAPL ETF-GraniteShares","NEBX":"2倍做多NBIS ETF-Tradr","MSTR":"Strategy","MSFT":"微软","MSTK":"Tuttle Capital MSTR 0DTE Covered Call ETF","SPCU":"2倍做多SpaceX ETF-Defiance","MSTU":"2倍做多MSTR ETF-T-Rex","AAPD":"1倍做空AAPL ETF-Direxion","MSTW":"Roundhill MSTR WeeklyPay ETF","AAPE":"Leverage Shares 2X Long AAPL Daily ETF","MSTX":"2倍做多MSTR ETF-Defiance","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","MSTY":"MSTR期权收益策略ETF-YieldMax","AAPU":"2倍做多AAPL ETF-Direxion","MSTZ":"2倍做空MSTR ETF-T-Rex","AAPW":"AAPL周配息ETF-Roundhill","AAPX":"2倍做多Apple ETF-T-Rex","METD":"1倍做空META ETF-Direxion","AAPY":"AAPL收益溢价策略ETF-Kurv","NVYY":"GraniteShares YieldBOOST NVDA ETF","IOSX":"Corgi AAPL 2x Daily ETF","METG":"Leverage Shares 2x Long META Daily ETF","NBIS":"NEBIUS","CORD":"T-REX 2X INVERSE CRWV DAILY TARGET ETF","METQ":"Tradr 2X Short META Daily ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","METU":"2倍做多META ETF-Direxion","WNTR":"做空MSTR期权收益策略ETF-YieldMax","AAPL":"苹果","METW":"Roundhill META WeeklyPay™ ETF","MTYY":"GraniteShares YieldBOOST MSTR ETF","IMST":"MSTR期权收益策略ETF-Bitwise","MSDD":"2倍做空MSTR ETF-GraniteShares","META":"Meta Platforms, Inc.","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","SMST":"2倍做空MSTR ETF-Defiance","ANV":"GraniteShares Autocallable NVDA ETF","MSFC":"2倍做多MSFT ETF-Corgi","MSFD":"1倍做空MSFT ETF-Direxion","07388":"南方两倍做空英伟达","MSFL":"2倍做多MSFT ETF-GraniteShares","07399":"南方两倍做空MSTR","MSFO":"MSFT期权收益策略ETF-YieldMax","MSFU":"2倍做多MSFT ETF-Direxion","CWVX":"2倍做多CRWV ETF-Tradr","MSFW":"Roundhill MSFT WeeklyPay ETF","NBIC":"Corgi NBIS 2x Daily ETF","SPAL":"2倍做多Space X ETF-GraniteShares","MSFX":"2倍做多MSFT ETF-T-Rex"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164020520","content_text":"Here are the biggest calls on Wall Street This Week:Morgan Stanley names Nvidia a top pickThe firm says it’s naming Nvidia a top pick as the company is firing on all cylinders. “On our road show this week, NVDA’s CEO highlighted that recent developments in land/power/shell, financing, component constraints, and agentic all play to their strengths; we agree and are reinstating the stock as our Top Pick in semis.”Daiwa upgrading Hewlett Packard Enterprises to outperform from neutralDaiwa says it’s bullish on the company’s networking business. “HPE hosted a bullish Networking investor day on September 30 in California highlighting the progress and new growth rates for their Networking business. Networking is the combination of their prior business and the Juniper acquisition.”William Blair initiates CoreWeave as outperformWilliam Blair said it's the \"premier AI cloud.\" \"CoreWeave has established itself as a strategic infrastructure provider to many of the world's largest hyperscalers and AI labs, with approximately $130 billion of committed backlog and second quarter 2026 revenue of $2.58 billion likely exceeding all other neoclouds combined.\"William Blair initiates Nebius Group as outperformWilliam Blair said Nebius is \"not just another neocloud.\" \"Nebius is evolving from a GPU capacity provider into a full-stack, AI-native cloud platform that spans training, inference, and agentic workloads, while occupying a unique position between general-purpose hyperscalers and more infrastructure-focused AI cloud providers.\"Bank of America reiterates Apple as buyBank of America says its checks show Apple’s App Store revenue grew year over year. “App Store revs in F4Q26 (full quarter) increased to $8.8bn (+1.8% y/y, according to data on developer revs from SensorTower). Compared to our last iteration, this is a step up though we note historicals were restated.”Citi reiterates Strategy as buyCiti raised its price target on Strategy to $240 per share from $136. “We reset our estimates and TP to incorporate Citi’s revised 12-month BTC forecast (base case revised 39% higher to ~$113.4k.”Deutsche Bank adds Meta to the fresh money listDeutsche said shares remain attractive. \"Shares have outperformed the broader market recently upon the launch of Muse, which has taken off electrically. Looking forward, we do not think this represents the end-state, rather the beginning of a rich product cycle and as such, we think META represents an attractive opportunity for long-term investors.\"Freedom Capital upgrades Cerebras to buy from holdThe firm says buy the weakness. “Over the past few days, CBRS’s investors have been rattled by news that the company’s key partner, OpenAI, is using NVIDIA’s GPUs for the frontier lab’s ‘Ultrafast’ version of its GPT-1 Sol model. CBRS’s shares have plummeted -17% likely in response to this.”Evercore ISI reiterates SpaceX as outperformEvercore says the Grok bot is an “underappreciated” story. “It launched almost a month before Meta’s Muse and nearly seven weeks before OpenAI’s Dots, and despite in our view being a compelling and intuitive alternative, its potential remains underappreciated within the broader SpaceX AI story.”Bank of America reiterates Micron as buyBank of America said it sees a \"durable memory cycle\" following earnings. \"MU delivered another strong beat/raise, reinforcing our constructive view on memory's role in AI and increasing supply-side discipline supporting a durable cycle.\"Wells Fargo adds Microsoft to the fourth quarter tactical buy listWells raised its price target to $725 per share from $700. \"We see a favorable tactical setup for MSFT shares into 4Q given a number of key catalysts, most notably realization of its AI advantage up & down the stack, upcoming Nov. Ignite conference & new segment reporting. Remain constructive into year-end, esp w/ shares at ~25x P/E.\"Goldman Sachs adds Amazon to the conviction buy listThe firm said Amazon has plenty more room to run. \"AMZN is ideally positioned to benefit from both structural and cyclical tailwinds impacting the broader Tech sector yet has lagged many Tech stock peers and the broader S&P 500 over the past year, providing an attractive entry point for this perennial outperforming growth stock.\"","news_type":1,"symbols_score_info":{"METG":0.6,"MSTK":0.6,"07788":0.6,"SPCU":0.6,"MSTR":2,"NBIL":0.6,"FBY":0.6,"NVDL":0.6,"NVDU":0.6,"NVDS":0.6,"SPCF":0.6,"IOSX":0.6,"NBIS":2,"METD":0.6,"NVYY":0.6,"META":2,"MSFY":0.6,"AAPD":0.6,"MSFC":0.6,"NVDO":0.6,"MSTC":0.6,"SSPC":0.6,"APLY":0.6,"NVDA":2,"NBIC":0.6,"NVD":0.6,"07388":0.6,"MSTW":0.6,"YSPC":0.6,"MSFD":0.6,"METU":0.6,"CRWX":0.6,"NVDY":0.6,"CWII":0.6,"MSII":0.6,"NVDW":0.6,"NVII":0.6,"AAPW":0.6,"NVC":0.6,"NVDQ":0.6,"MTYY":0.6,"IMST":0.6,"MSFT":2,"DSPC":0.6,"NBIZ":0.6,"SPAL":0.6,"CRWG":0.6,"MSTY":0.6,"FBYY":0.6,"SPAX":0.6,"AAPU":0.6,"SPCQ":0.6,"SMST":0.6,"MSFL":0.6,"SPCG":0.6,"FBL":0.6,"07399":0.6,"NVDB":0.6,"AAPB":0.6,"MSFX":0.6,"NEBX":0.6,"NBIG":0.6,"AAPX":0.6,"ANV":0.6,"METQ":0.6,"MSTP":0.6,"WNTR":0.6,"SNK":0.6,"CWVX":0.6,"AAPL":2,"MSDD":0.6,"MST":0.6,"CORD":0.6,"MSFO":0.6,"MSST":0.6,"NVDD":0.6,"LOFD":0.6,"CRWU":0.6,"MSTX":0.6,"NVDX":0.6,"ELOL":0.6,"SPCH":0.6,"FBX":0.6,"MSTZ":0.6,"LOFF":0.6,"NVDG":0.6,"MSFW":0.6,"SPCM":0.6,"SPCX":2,"AAPY":0.6,"METW":0.6,"07799":0.6,"DIPS":0.6,"MSTU":0.6,"MSFU":0.6,"AAPE":0.6,"CRWV":2}},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":538318869275344,"gmtCreate":1772447181598,"gmtModify":1772447459914,"author":{"id":"3570273121072466","authorId":"3570273121072466","name":"Soon Chye","avatar":"https://community-static.tradeup.com/news/62c314d969807539512211a4f5af6c56","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570273121072466","idStr":"3570273121072466"},"themes":[],"title":"","htmlText":"Be careful with company that steal others product https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks","listText":"Be careful with company that steal others product https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks","text":"Be careful with company that steal others product https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/538318869275344","repostId":"2616380822","repostType":2,"repost":{"id":"2616380822","kind":"highlight","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":1772446120,"share":"https://ttm.financial/m/news/2616380822?lang=en_US&edition=fundamental","pubTime":"2026-03-02 18:08","market":"nz","language":"en","title":"MiniMax Posts FY2025 Gross Profit up 437.2% to USD 20.1 Million","url":"https://stock-news.laohu8.com/highlight/detail?id=2616380822","media":"Reuters","summary":"MiniMax posts FY2025 gross profit up 437.2% to USD 20.1 million               MiniMax reported FY2025 total revenue of USD 79.0 million, up 158.9%, with more than 70% derived from international market","content":"<html><head></head><body><p>MiniMax reported FY2025 total revenue of USD 79.0 million, up 158.9%, with more than 70% derived from international markets. </p><p>Gross profit was USD 20.1 million, up 437.2%, with gross margin at 25.4% (up 13.2 percentage points). </p><p>Adjusted net loss was USD 250.9 million. Cash balance was USD 1.1 billion as of December 31, 2025. </p><p>By segment, revenue from AI-native products was USD 53.1 million (up 143.4%), and revenue from the Open Platform and other AI-based enterprise services was USD 26.0 million (up 197.8%). </p><p>Selling and distribution expenses were USD 51.9 million (down 40.3%), administrative expenses were USD 36.8 million (up 155.9%), and R&amp;D expenses were USD 252.8 million (up 33.8%). For business updates, MiniMax said it built full-modality R&amp;D capabilities across language, video, speech and music, and continued upgrading its AI-native product portfolio, including MiniMax Agent, Hailuo AI, Talkie and Xingye, alongside its enterprise Open Platform. </p><p>In Q4 2025, it updated its M2, M2.1 and M2-her language models, and in February 2026 it released M2.5, which the company said improved coding efficiency by 37% versus M2.1; it also said average daily token consumption for M2-series text models in February 2026 grew to over six times December 2025 levels. In multimodal, MiniMax highlighted the October 2025 release of its Hailuo 2.3 video model and Speech 2.6 speech model, and said its video models had been used to generate more than 600 million videos and its speech model more than 200 million hours of speech cumulatively as of end-2025.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>MiniMax Posts FY2025 Gross Profit up 437.2% to USD 20.1 Million</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\">\nMiniMax Posts FY2025 Gross Profit up 437.2% to USD 20.1 Million\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\">2026-03-02 18:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>MiniMax reported FY2025 total revenue of USD 79.0 million, up 158.9%, with more than 70% derived from international markets. </p><p>Gross profit was USD 20.1 million, up 437.2%, with gross margin at 25.4% (up 13.2 percentage points). </p><p>Adjusted net loss was USD 250.9 million. Cash balance was USD 1.1 billion as of December 31, 2025. </p><p>By segment, revenue from AI-native products was USD 53.1 million (up 143.4%), and revenue from the Open Platform and other AI-based enterprise services was USD 26.0 million (up 197.8%). </p><p>Selling and distribution expenses were USD 51.9 million (down 40.3%), administrative expenses were USD 36.8 million (up 155.9%), and R&amp;D expenses were USD 252.8 million (up 33.8%). For business updates, MiniMax said it built full-modality R&amp;D capabilities across language, video, speech and music, and continued upgrading its AI-native product portfolio, including MiniMax Agent, Hailuo AI, Talkie and Xingye, alongside its enterprise Open Platform. </p><p>In Q4 2025, it updated its M2, M2.1 and M2-her language models, and in February 2026 it released M2.5, which the company said improved coding efficiency by 37% versus M2.1; it also said average daily token consumption for M2-series text models in February 2026 grew to over six times December 2025 levels. In multimodal, MiniMax highlighted the October 2025 release of its Hailuo 2.3 video model and Speech 2.6 speech model, and said its video models had been used to generate more than 600 million videos and its speech model more than 200 million hours of speech cumulatively as of end-2025.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1117":"系统软件","00100":"MINIMAX-W"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260302:nNDL1xwYVK:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2616380822","content_text":"MiniMax reported FY2025 total revenue of USD 79.0 million, up 158.9%, with more than 70% derived from international markets. Gross profit was USD 20.1 million, up 437.2%, with gross margin at 25.4% (up 13.2 percentage points). Adjusted net loss was USD 250.9 million. Cash balance was USD 1.1 billion as of December 31, 2025. By segment, revenue from AI-native products was USD 53.1 million (up 143.4%), and revenue from the Open Platform and other AI-based enterprise services was USD 26.0 million (up 197.8%). Selling and distribution expenses were USD 51.9 million (down 40.3%), administrative expenses were USD 36.8 million (up 155.9%), and R&D expenses were USD 252.8 million (up 33.8%). For business updates, MiniMax said it built full-modality R&D capabilities across language, video, speech and music, and continued upgrading its AI-native product portfolio, including MiniMax Agent, Hailuo AI, Talkie and Xingye, alongside its enterprise Open Platform. In Q4 2025, it updated its M2, M2.1 and M2-her language models, and in February 2026 it released M2.5, which the company said improved coding efficiency by 37% versus M2.1; it also said average daily token consumption for M2-series text models in February 2026 grew to over six times December 2025 levels. In multimodal, MiniMax highlighted the October 2025 release of its Hailuo 2.3 video model and Speech 2.6 speech model, and said its video models had been used to generate more than 600 million videos and its speech model more than 200 million hours of speech cumulatively as of end-2025.","news_type":1,"symbols_score_info":{"00100":2}},"isVote":1,"tweetType":1,"viewCount":2646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595676626064760,"gmtCreate":1786455554742,"gmtModify":1786455557982,"author":{"id":"3570273121072466","authorId":"3570273121072466","name":"Soon Chye","avatar":"https://community-static.tradeup.com/news/62c314d969807539512211a4f5af6c56","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570273121072466","idStr":"3570273121072466"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/O39.SI\">$OCBC Bank(O39.SI)$ </a> first 100%","listText":"<a href=\"https://ttm.financial/S/O39.SI\">$OCBC Bank(O39.SI)$ </a> first 100%","text":"$OCBC Bank(O39.SI)$ first 100%","images":[{"img":"https://community-static.tradeup.com/news/aee7000786e9cd9ec9038eceeca64a52","width":"898","height":"1362"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/595676626064760","isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4215246273711482","authorId":"4215246273711482","name":"Tiger_Peter","avatar":"https://community-static.tradeup.com/news/fe69b5b2f19496372b24f64fb08a8ef0","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4215246273711482","idStr":"4215246273711482"},"content":"Why is everyone showing their gains? For what","text":"Why is everyone showing their gains? For what","html":"Why is everyone showing their gains? For what"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":509631193358824,"gmtCreate":1765453094668,"gmtModify":1765458888027,"author":{"id":"3570273121072466","authorId":"3570273121072466","name":"Soon Chye","avatar":"https://community-static.tradeup.com/news/62c314d969807539512211a4f5af6c56","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570273121072466","idStr":"3570273121072466"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$&nbsp;</a> @tigerbroker, please fix the options for TSLL, moomoo already fix it with TSLL &amp; TSLL1","listText":"<a href=\"https://ttm.financial/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$&nbsp;</a> @tigerbroker, please fix the options for TSLL, moomoo already fix it with TSLL &amp; TSLL1","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$ @tigerbroker, please fix the options for TSLL, moomoo already fix it with TSLL & TSLL1","images":[{"img":"https://community-static.tradeup.com/news/536e87f626e3c501a21f10814ee2c8e3","width":"1080","height":"420"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/509631193358824","isVote":1,"tweetType":1,"viewCount":3333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":519557385135296,"gmtCreate":1767866214926,"gmtModify":1767867194660,"author":{"id":"3570273121072466","authorId":"3570273121072466","name":"Soon Chye","avatar":"https://community-static.tradeup.com/news/62c314d969807539512211a4f5af6c56","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570273121072466","idStr":"3570273121072466"},"themes":[],"title":"","htmlText":"I would love to own the cap, add a tiger tail on it will be perfect 😉","listText":"I would love to own the cap, add a tiger tail on it will be perfect 😉","text":"I would love to own the cap, add a tiger tail on it will be perfect 😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/519557385135296","isVote":1,"tweetType":1,"viewCount":2963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}