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- DC6791DC6791
  ·10-22 14:07
  No wonder palantir is going up and netflix is tanking.
  Cathie Wood Adds Netflix After Earnings Selloff, Ark Keeps Selling Palantir Stock
  On Wednesday, Cathie Wood-led Ark Invest purchased shares of $Netflix(NFLX)$, while continuing to trim its position in $Palantir(PLTR)$.The Netflix TradeArk purchased 18,783 Netflix shares through...
  Cathie Wood Adds Netflix After Earnings Selloff, Ark Keeps Selling Palantir Stock
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- Jetlee keng nianJetlee keng nian
  ·10-14
  After report out.. UNH still remain e same stock price... sigh.. 😞
  UnitedHealth Stock Wobbles Despite 61% Profit Jump, Boosted Outlook
  UnitedHealth beats Q3 estimates and says 2027 consensus is conservative despite persistent medical costs.
  UnitedHealth Stock Wobbles Despite 61% Profit Jump, Boosted Outlook
  420 Comment
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- Suraj lapSuraj lap
  ·09-18
  Share your opinion about this news…
  Upexi Q4 EPS $(0.21) Misses $(0.12) Estimate, Sales $3.149M Miss $7.572M Estimate
  Upexi (NASDAQ:UPXI) reported quarterly losses of $(0.21) per share which missed the analyst consensus estimate of $(0.12) by 75 percent. This is a 16 percent increase over losses of $(0.25) per share from the same
  Upexi Q4 EPS $(0.21) Misses $(0.12) Estimate, Sales $3.149M Miss $7.572M Estimate
  1.28K Comment
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- TonykhooTonykhoo
  ·09-10
  This guy has zero credibility
  Michael Burry Sells All Nvidia, Palantir December 2026-Dated Puts
  Michael Burry reshuffled his options portfolio on Wednesday, exiting his Nvidia Corp (NASDAQ:NVDA) and Palantir Technologies (NASDAQ:PLTR) December 2026 puts, while keeping longer-dated puts intact,...
  Michael Burry Sells All Nvidia, Palantir December 2026-Dated Puts
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- MetaLimMetaLim
  ·09-09
  Squeeze
  Palantir and Nebius Team Up — Bad News for Michael Burry's Short Bets on Both Stocks
  $Palantir Technologies(PLTR)$ (NASDAQ:PLTR) and $Nebius Group(NBIS)$ (NASDAQ:NBIS) unveiled a strategic partnership on Tuesday, naming Nebius as Palantir’s preferred sovereign AI infrastructure...
  Palantir and Nebius Team Up — Bad News for Michael Burry's Short Bets on Both Stocks
  836 Comment
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- KipbanaKipbana
  ·09-07
  Sounds like he is trying to tank the market so that he can buy dips now
  Trump Says He's Made "Hundreds of Billions" on Stocks, But Not for Himself: "I Do This for Our Country"
  President Donald Trump said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.‘I Do This for Our Country, Not Myself’In a post on Truth...
  Trump Says He's Made "Hundreds of Billions" on Stocks, But Not for Himself: "I Do This for Our Country"
  1.57K Comment
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- Guavaxf3006Guavaxf3006
  ·09-07
  Hang on. Didn't Najib Razak say the same thing...?
  Trump Says He's Made "Hundreds of Billions" on Stocks, But Not for Himself: "I Do This for Our Country"
  President Donald Trump said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.‘I Do This for Our Country, Not Myself’In a post on Truth...
  Trump Says He's Made "Hundreds of Billions" on Stocks, But Not for Himself: "I Do This for Our Country"
  1.18K Comment
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- Ancient OneAncient One
  ·09-07
  The objective of declaring AGI is to terminate certain agreements with Microsoft as AGI was one of the pre condition!
  Jensen Huang Says "AGI Has Arrived" With OpenAI's GPT-6 Astra, but Has It Really?
  On Sunday, $Nvidia Corp(NVDA)$ (NASDAQ:NVDA) CEO Jensen Huang declared that artificial general intelligence has arrived with OpenAI’s GPT-6 Astra, but prominent AI critic Gary Marcus quickly pushed...
  Jensen Huang Says "AGI Has Arrived" With OpenAI's GPT-6 Astra, but Has It Really?
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- AbhishekCAbhishekC
  ·09-06
  Get
  Gary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat
  Gary Black says Tesla has achieved unsupervised autonomy but warns competition and a stretched valuation could pressure its stock.
  Gary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat
  1.28K Comment
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- AbhishekCAbhishekC
  ·09-06
  Share your opinion about this news…
  Gary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat
  Gary Black says Tesla has achieved unsupervised autonomy but warns competition and a stretched valuation could pressure its stock.
  Gary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat
  869 Comment
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- Guavaxf3006Guavaxf3006
  ·08-30
  Google deal has promise, for sure. But it is a pull from Nividia and the entire AI movement that excites even more. Jensen Huang has already pumped in a few billions into Marvell (and other AI support companies). And his interview with CNBC post-results announcement, he even said his big regret was not putting in more. If his confidence is not misplaced, Marvell could very well be worth a trillion dollars before not too long. That's more 5x from here. How not to take a position now?
  Marvell CEO Calls Google AI Revenue Opportunity a 'Monster Number'
  Marvell CEO says Google's AI deal is a "monster number" and signals Wall Street may be underestimating the company's AI growth.
  Marvell CEO Calls Google AI Revenue Opportunity a 'Monster Number'
  1.64K Comment
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- Moneymaking machineMoneymaking machine
  ·08-28
  So why is the stock falling??
  Marvell Tech Q2 Adj. EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate
  Marvell Tech Q2 Adj. EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate
  Marvell Tech Q2 Adj. EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate
  1.61K Comment
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- BodohBodoh
  ·08-24
  Shame. Decades long shame of the finance circus
  Jim Cramer Pushes Back on Nvidia Skeptics Ahead of Earnings — Dan Ives Says Chip Demand Is Crushing Supply 15-To-1
  Ahead of Nvidia Q2 earnings, Jim Cramer slams 'cynical' media while Dan Ives sees AI chip demand outstripping supply 15-to-1.
  Jim Cramer Pushes Back on Nvidia Skeptics Ahead of Earnings — Dan Ives Says Chip Demand Is Crushing Supply 15-To-1
  2.11K Comment
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- AxekayAxekay
  ·08-22
  Despite the lower analyst expectation on $Alibaba(BABA)$ , all the expected target share price is still way higher than its currently traded price. 101% optimism demonstrated despite the negative trend that are seeing now
  These Analysts Revise Their Forecasts On Alibaba After Q1 Earnings
  Alibaba (BABA) reported mixed first quarter results, with revenue exceeding estimates but earnings falling short. Analysts have adjusted price targets.
  These Analysts Revise Their Forecasts On Alibaba After Q1 Earnings
  2.21K Comment
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- Co0nnieCo0nnie
  ·08-13
  Dde⁷p9⁰⁹p⁰0000⁰ip⁰⁰⁰imoìì⁸the
  Boxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate
  Boxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate
  Boxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate
  1.19K Comment
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- EtelEtel
  ·08-12
  Great article, would you like to share it?
  Rocket Lab CEO Won’t Take on Musk and Bezos in Broadband: ‘The Two Most Wealthiest People in the World Are Going After That’
  On Monday, Rocket Lab’s Iridium deal targets satellite services, not a Starlink-style broadband battle with Musk and Bezos.
  Rocket Lab CEO Won’t Take on Musk and Bezos in Broadband: ‘The Two Most Wealthiest People in the World Are Going After That’
  1.60K Comment
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- Moneymaking machineMoneymaking machine
  ·08-12
  SMCI with good earnings and the entire market is happy
  Super Micro Computer Q4 Adj. EPS $1.70 Beats $0.62 Estimate, Sales $11.120B Miss $12.332B Estimate
  Super Micro Computer (NASDAQ:SMCI) reported quarterly earnings of $1.70 per share which beat the analyst consensus estimate of $0.62 by 174.19 percent. This is a 314.63 percent increase over earnings of $0.41 per share
  Super Micro Computer Q4 Adj. EPS $1.70 Beats $0.62 Estimate, Sales $11.120B Miss $12.332B Estimate
  2.21K Comment
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- sippinonyaksippinonyak
  ·08-08
  HZT!
  QUICK SPARK: Hertz Short Squeeze is On — Stock Rips After Earnings
  A potential Hertze short squeeze spiked the car rental company's stock price after strong earnings, with short interest at 73.85% of float.
  QUICK SPARK: Hertz Short Squeeze is On — Stock Rips After Earnings
  1.79K Comment
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- AlanGohAlanGoh
  ·08-05
  That's insightful! =)
  Palantir Says Companies Are Paying to Give Away Their 'Most Important Secrets'
  Palantir warns companies may be giving valuable know-how to AI providers. Concerns are driving demand for greater control over enterprise AI.
  Palantir Says Companies Are Paying to Give Away Their 'Most Important Secrets'
  2.55K Comment
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- neo26000neo26000
  ·07-30
  Oops [Facepalm] [Spurting] [Surprised]
  Meta Platforms Q2 EPS $6.18 Misses $7.13 Estimate, Sales $60.801B Beat $59.495B Estimate
  Meta Platforms (NASDAQ:META) reported quarterly earnings of $6.18 per share which missed the analyst consensus estimate of $7.13 by 13.32 percent. This is a 13.45 percent decrease over earnings of $7.14 per share from
  Meta Platforms Q2 EPS $6.18 Misses $7.13 Estimate, Sales $60.801B Beat $59.495B Estimate
  2.09K Comment
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- DC6791DC6791
  ·10-22 14:07
  No wonder palantir is going up and netflix is tanking.
  Cathie Wood Adds Netflix After Earnings Selloff, Ark Keeps Selling Palantir Stock
  On Wednesday, Cathie Wood-led Ark Invest purchased shares of $Netflix(NFLX)$, while continuing to trim its position in $Palantir(PLTR)$.The Netflix TradeArk purchased 18,783 Netflix shares through...
  Cathie Wood Adds Netflix After Earnings Selloff, Ark Keeps Selling Palantir Stock
  97 Comment
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- Jetlee keng nianJetlee keng nian
  ·10-14
  After report out.. UNH still remain e same stock price... sigh.. 😞
  UnitedHealth Stock Wobbles Despite 61% Profit Jump, Boosted Outlook
  UnitedHealth beats Q3 estimates and says 2027 consensus is conservative despite persistent medical costs.
  UnitedHealth Stock Wobbles Despite 61% Profit Jump, Boosted Outlook
  420 Comment
  1
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- Suraj lapSuraj lap
  ·09-18
  Share your opinion about this news…
  Upexi Q4 EPS $(0.21) Misses $(0.12) Estimate, Sales $3.149M Miss $7.572M Estimate
  Upexi (NASDAQ:UPXI) reported quarterly losses of $(0.21) per share which missed the analyst consensus estimate of $(0.12) by 75 percent. This is a 16 percent increase over losses of $(0.25) per share from the same
  Upexi Q4 EPS $(0.21) Misses $(0.12) Estimate, Sales $3.149M Miss $7.572M Estimate
  1.28K Comment
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- TonykhooTonykhoo
  ·09-10
  This guy has zero credibility
  Michael Burry Sells All Nvidia, Palantir December 2026-Dated Puts
  Michael Burry reshuffled his options portfolio on Wednesday, exiting his Nvidia Corp (NASDAQ:NVDA) and Palantir Technologies (NASDAQ:PLTR) December 2026 puts, while keeping longer-dated puts intact,...
  Michael Burry Sells All Nvidia, Palantir December 2026-Dated Puts
  2.21K 1
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- Ancient OneAncient One
  ·09-07
  The objective of declaring AGI is to terminate certain agreements with Microsoft as AGI was one of the pre condition!
  Jensen Huang Says "AGI Has Arrived" With OpenAI's GPT-6 Astra, but Has It Really?
  On Sunday, $Nvidia Corp(NVDA)$ (NASDAQ:NVDA) CEO Jensen Huang declared that artificial general intelligence has arrived with OpenAI’s GPT-6 Astra, but prominent AI critic Gary Marcus quickly pushed...
  Jensen Huang Says "AGI Has Arrived" With OpenAI's GPT-6 Astra, but Has It Really?
  2.57K 1
  5
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- Guavaxf3006Guavaxf3006
  ·08-30
  Google deal has promise, for sure. But it is a pull from Nividia and the entire AI movement that excites even more. Jensen Huang has already pumped in a few billions into Marvell (and other AI support companies). And his interview with CNBC post-results announcement, he even said his big regret was not putting in more. If his confidence is not misplaced, Marvell could very well be worth a trillion dollars before not too long. That's more 5x from here. How not to take a position now?
  Marvell CEO Calls Google AI Revenue Opportunity a 'Monster Number'
  Marvell CEO says Google's AI deal is a "monster number" and signals Wall Street may be underestimating the company's AI growth.
  Marvell CEO Calls Google AI Revenue Opportunity a 'Monster Number'
  1.64K Comment
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- MetaLimMetaLim
  ·09-09
  Squeeze
  Palantir and Nebius Team Up — Bad News for Michael Burry's Short Bets on Both Stocks
  $Palantir Technologies(PLTR)$ (NASDAQ:PLTR) and $Nebius Group(NBIS)$ (NASDAQ:NBIS) unveiled a strategic partnership on Tuesday, naming Nebius as Palantir’s preferred sovereign AI infrastructure...
  Palantir and Nebius Team Up — Bad News for Michael Burry's Short Bets on Both Stocks
  836 Comment
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- KipbanaKipbana
  ·09-07
  Sounds like he is trying to tank the market so that he can buy dips now
  Trump Says He's Made "Hundreds of Billions" on Stocks, But Not for Himself: "I Do This for Our Country"
  President Donald Trump said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.‘I Do This for Our Country, Not Myself’In a post on Truth...
  Trump Says He's Made "Hundreds of Billions" on Stocks, But Not for Himself: "I Do This for Our Country"
  1.57K Comment
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- Guavaxf3006Guavaxf3006
  ·09-07
  Hang on. Didn't Najib Razak say the same thing...?
  Trump Says He's Made "Hundreds of Billions" on Stocks, But Not for Himself: "I Do This for Our Country"
  President Donald Trump said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.‘I Do This for Our Country, Not Myself’In a post on Truth...
  Trump Says He's Made "Hundreds of Billions" on Stocks, But Not for Himself: "I Do This for Our Country"
  1.18K Comment
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- AbhishekCAbhishekC
  ·09-06
  Share your opinion about this news…
  Gary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat
  Gary Black says Tesla has achieved unsupervised autonomy but warns competition and a stretched valuation could pressure its stock.
  Gary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat
  869 Comment
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- AbhishekCAbhishekC
  ·09-06
  Get
  Gary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat
  Gary Black says Tesla has achieved unsupervised autonomy but warns competition and a stretched valuation could pressure its stock.
  Gary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat
  1.28K Comment
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- AxekayAxekay
  ·08-22
  Despite the lower analyst expectation on $Alibaba(BABA)$ , all the expected target share price is still way higher than its currently traded price. 101% optimism demonstrated despite the negative trend that are seeing now
  These Analysts Revise Their Forecasts On Alibaba After Q1 Earnings
  Alibaba (BABA) reported mixed first quarter results, with revenue exceeding estimates but earnings falling short. Analysts have adjusted price targets.
  These Analysts Revise Their Forecasts On Alibaba After Q1 Earnings
  2.21K Comment
  4
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- Moneymaking machineMoneymaking machine
  ·08-28
  So why is the stock falling??
  Marvell Tech Q2 Adj. EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate
  Marvell Tech Q2 Adj. EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate
  Marvell Tech Q2 Adj. EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate
  1.61K Comment
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- wig traderwig trader
  ·07-28
  Everyone, I need you to hear this, because this is exactly the time for this 1/7th of the magnificent 7 to show who is the boss, I felt like Tesla was going to be this 2 half years big profeteer and you Mark my words it won't be a bad one to scoop up now or how ever low you can buy it for before all these humanless taxis to come to the companies rescue, that is as long as he can not/and will not fix his space X company's problems and shifting losses with profits from the soon to be 2nd top dog , and the very highest liquidity share volume/number that Tesla will own during late August. but back to the big picture and the one for the record books this year and most probably next also , Amazon, purchase this company's shares for as little as you can manage
  UPS Says Amazon Glide-Down Is Complete, Boosts 2026 Outlook
  UPS stock rises as Q2 2026 earnings beat estimates with $22.8B revenue and $1.76 adj. EPS. Full-year outlook raised. Read the details.
  UPS Says Amazon Glide-Down Is Complete, Boosts 2026 Outlook
  3.17K 1
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- BodohBodoh
  ·08-24
  Shame. Decades long shame of the finance circus
  Jim Cramer Pushes Back on Nvidia Skeptics Ahead of Earnings — Dan Ives Says Chip Demand Is Crushing Supply 15-To-1
  Ahead of Nvidia Q2 earnings, Jim Cramer slams 'cynical' media while Dan Ives sees AI chip demand outstripping supply 15-to-1.
  Jim Cramer Pushes Back on Nvidia Skeptics Ahead of Earnings — Dan Ives Says Chip Demand Is Crushing Supply 15-To-1
  2.11K Comment
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- Co0nnieCo0nnie
  ·08-13
  Dde⁷p9⁰⁹p⁰0000⁰ip⁰⁰⁰imoìì⁸the
  Boxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate
  Boxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate
  Boxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate
  1.19K Comment
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- Moneymaking machineMoneymaking machine
  ·08-12
  SMCI with good earnings and the entire market is happy
  Super Micro Computer Q4 Adj. EPS $1.70 Beats $0.62 Estimate, Sales $11.120B Miss $12.332B Estimate
  Super Micro Computer (NASDAQ:SMCI) reported quarterly earnings of $1.70 per share which beat the analyst consensus estimate of $0.62 by 174.19 percent. This is a 314.63 percent increase over earnings of $0.41 per share
  Super Micro Computer Q4 Adj. EPS $1.70 Beats $0.62 Estimate, Sales $11.120B Miss $12.332B Estimate
  2.21K Comment
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- EtelEtel
  ·08-12
  Great article, would you like to share it?
  Rocket Lab CEO Won’t Take on Musk and Bezos in Broadband: ‘The Two Most Wealthiest People in the World Are Going After That’
  On Monday, Rocket Lab’s Iridium deal targets satellite services, not a Starlink-style broadband battle with Musk and Bezos.
  Rocket Lab CEO Won’t Take on Musk and Bezos in Broadband: ‘The Two Most Wealthiest People in the World Are Going After That’
  1.60K Comment
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- sippinonyaksippinonyak
  ·08-08
  HZT!
  QUICK SPARK: Hertz Short Squeeze is On — Stock Rips After Earnings
  A potential Hertze short squeeze spiked the car rental company's stock price after strong earnings, with short interest at 73.85% of float.
  QUICK SPARK: Hertz Short Squeeze is On — Stock Rips After Earnings
  1.79K Comment
  5
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- AlanGohAlanGoh
  ·08-05
  That's insightful! =)
  Palantir Says Companies Are Paying to Give Away Their 'Most Important Secrets'
  Palantir warns companies may be giving valuable know-how to AI providers. Concerns are driving demand for greater control over enterprise AI.
  Palantir Says Companies Are Paying to Give Away Their 'Most Important Secrets'
  2.55K Comment
  3
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EPS $2.14 Beats $2.05 Estimate, Sales $119.738M Miss $121.346M Estimate","subtitle":"","subtitle_show":0,"pub_time":1792699870000,"source_id":"benzinga_earnings","language":"en","url":"https://www.benzinga.com/quote/BHRB","is_publish_highlight":0,"symbols_score_info":{"BHRB":0.9},"rights":null}],"isFinancial":true,"allList":[{"id":621038471332432,"gmtCreate":1792649239898,"gmtModify":1792649242991,"author":{"id":"4232046433647452","authorId":"4232046433647452","name":"DC6791","avatar":"https://community-static.tradeup.com/news/8656a48ff4583bac5b524549c0eda4a9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4232046433647452","authorIdStr":"4232046433647452"},"themes":[],"title":"","htmlText":"No wonder palantir is going up and netflix is tanking.","listText":"No wonder palantir is going up and netflix is tanking.","text":"No wonder palantir is going up and netflix is tanking.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/621038471332432","repostId":"1188061613","repostType":2,"repost":{"id":"1188061613","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1792648800,"share":"https://ttm.financial/m/news/1188061613?lang=en_US&edition=fundamental","pubTime":"2026-10-22 14:00","market":"us","language":"en","title":"Cathie Wood Adds Netflix After Earnings Selloff, Ark Keeps Selling Palantir Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1188061613","media":"Benzinga Earnings","summary":"On Wednesday, Cathie Wood-led Ark Invest purchased shares of $Netflix(NFLX)$, while continuing to trim its position in $Palantir(PLTR)$.The Netflix TradeArk purchased 18,783 Netflix shares through...","content":"<html><head></head><body><p>On Wednesday, Cathie Wood-led Ark Invest purchased shares of <a href=\"https://laohu8.com/S/NFLX\">Netflix</a>, while continuing to trim its position in <a href=\"https://laohu8.com/S/PLTR\">Palantir</a>.</p><h2 id=\"id_2981367989\" style=\"text-align: start;\">The Netflix Trade</h2><p style=\"text-align: start;\">Ark purchased 18,783 Netflix shares through the <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> (BATS:ARKW). The trade was worth approximately $1.2 million, based on Wednesday’s closing price of $65.04.</p><p>Netflix shares fell to a 52-week low following disappointing fourth-quarter guidance.</p><p style=\"text-align: start;\">The streaming company projected fourth-quarter revenue of $13.442 billion and earnings of 67 cents per share, below analyst estimates of $13.517 billion and 73 cents, respectively.</p><p style=\"text-align: start;\">Third-quarter revenue rose 12% year over year to $12.874 billion, narrowly missing expectations of $12.876 billion. Earnings of 87 cents per share exceeded the consensus estimate of 82 cents.</p><p style=\"text-align: start;\">Evercore ISI’s Mark Mahaney said Netflix needed stronger programming to improve engagement, warning that sustained weakness could eventually weigh on subscriber growth and pricing power.</p><p style=\"text-align: start;\">Several analysts lowered their forecasts following the results. BofA Securities analyst Jessica Reif Ehrlich maintained a Buy rating but cut her price target to $90 from $105.</p><p>Morgan Stanley’s Sean Diffley retained an Overweight rating while lowering his target to $77 from $80. Rosenblatt’s Barton Crockett maintained Neutral and reduced his target to $71 from $75, while Needham’s Laura Martin downgraded Netflix to Hold from Buy.</p><h2 id=\"id_2745989384\" style=\"text-align: start;\">The Palantir Trade</h2><p style=\"text-align: start;\">Ark sold 3,194 Palantir shares through the <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (BATS:ARKK). The trade was worth approximately $644,294, based on Wednesday’s closing price of $201.72.</p><p>The sale extended Ark’s Palantir trimming to three consecutive trading sessions. The firm sold 18,349 shares on Monday, worth approximately $3.6 million, and 27,790 shares on Tuesday, worth approximately $5.4 million.</p><p style=\"text-align: start;\">Across those three sessions, Ark sold 49,333 shares, with an estimated combined value of $9.6 million, using each day’s closing price.</p><p style=\"text-align: start;\">Separately, Charles Schwab’s George Tsilis flagged Palantir’s valuation as a key risk, saying its multiple “already prices in years of exceptional execution.”</p><p>In comments reported Tuesday, Tsilis said Palantir traded at approximately 124 times forward earnings, compared with roughly 22 times for application software peers.</p><p style=\"text-align: start;\">Palantir’s second-quarter revenue increased 93% year over year to approximately $1.94 billion, while U.S. commercial revenue rose 149% to $764 million. Tsilis nevertheless noted that international commercial adoption had lagged the domestic business.</p><h2 id=\"id_863475622\" style=\"text-align: start;\">Other Key Trades</h2><ul style=\"list-style-type: initial;\"><li><p>Pacific Biosciences of California Inc. (PACB): ARKG and ARKK purchased a combined 265,611 shares.</p></li><li><p>X-Energy Inc. (XE): ARKQ and ARKX bought a combined 200,347 shares.</p></li><li><p>Scribe Therapeutics Inc. (SCTX): Ark purchased 199,698 shares through ARKG.</p></li><li><p>Intuitive Surgical Inc. (ISRG): Ark bought 6,411 shares through ARKQ.</p></li><li><p>Oklo Inc. (OKLO): Ark purchased 42,230 shares through ARKQ.</p></li><li><p>Intuitive Machines Inc. (LUNR): Ark bought 43,539 shares through ARKX.</p></li><li><p>Personalis Inc. (PSNL): Ark sold 182,507 shares through ARKG.</p></li><li><p>Shopify Inc. (SHOP): ARKK and ARKW sold a combined 17,053 shares.</p></li><li><p>Elbit Systems Ltd. (ESLT): ARKQ and ARKX sold a combined 3,757 shares.</p></li><li><p>Amazon.com Inc. (AMZN): ARKK sold 494 shares.</p></li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Adds Netflix After Earnings Selloff, Ark Keeps Selling Palantir Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Adds Netflix After Earnings Selloff, Ark Keeps Selling Palantir Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-10-22 14:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>On Wednesday, Cathie Wood-led Ark Invest purchased shares of <a href=\"https://laohu8.com/S/NFLX\">Netflix</a>, while continuing to trim its position in <a href=\"https://laohu8.com/S/PLTR\">Palantir</a>.</p><h2 id=\"id_2981367989\" style=\"text-align: start;\">The Netflix Trade</h2><p style=\"text-align: start;\">Ark purchased 18,783 Netflix shares through the <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> (BATS:ARKW). The trade was worth approximately $1.2 million, based on Wednesday’s closing price of $65.04.</p><p>Netflix shares fell to a 52-week low following disappointing fourth-quarter guidance.</p><p style=\"text-align: start;\">The streaming company projected fourth-quarter revenue of $13.442 billion and earnings of 67 cents per share, below analyst estimates of $13.517 billion and 73 cents, respectively.</p><p style=\"text-align: start;\">Third-quarter revenue rose 12% year over year to $12.874 billion, narrowly missing expectations of $12.876 billion. Earnings of 87 cents per share exceeded the consensus estimate of 82 cents.</p><p style=\"text-align: start;\">Evercore ISI’s Mark Mahaney said Netflix needed stronger programming to improve engagement, warning that sustained weakness could eventually weigh on subscriber growth and pricing power.</p><p style=\"text-align: start;\">Several analysts lowered their forecasts following the results. BofA Securities analyst Jessica Reif Ehrlich maintained a Buy rating but cut her price target to $90 from $105.</p><p>Morgan Stanley’s Sean Diffley retained an Overweight rating while lowering his target to $77 from $80. Rosenblatt’s Barton Crockett maintained Neutral and reduced his target to $71 from $75, while Needham’s Laura Martin downgraded Netflix to Hold from Buy.</p><h2 id=\"id_2745989384\" style=\"text-align: start;\">The Palantir Trade</h2><p style=\"text-align: start;\">Ark sold 3,194 Palantir shares through the <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (BATS:ARKK). The trade was worth approximately $644,294, based on Wednesday’s closing price of $201.72.</p><p>The sale extended Ark’s Palantir trimming to three consecutive trading sessions. The firm sold 18,349 shares on Monday, worth approximately $3.6 million, and 27,790 shares on Tuesday, worth approximately $5.4 million.</p><p style=\"text-align: start;\">Across those three sessions, Ark sold 49,333 shares, with an estimated combined value of $9.6 million, using each day’s closing price.</p><p style=\"text-align: start;\">Separately, Charles Schwab’s George Tsilis flagged Palantir’s valuation as a key risk, saying its multiple “already prices in years of exceptional execution.”</p><p>In comments reported Tuesday, Tsilis said Palantir traded at approximately 124 times forward earnings, compared with roughly 22 times for application software peers.</p><p style=\"text-align: start;\">Palantir’s second-quarter revenue increased 93% year over year to approximately $1.94 billion, while U.S. commercial revenue rose 149% to $764 million. Tsilis nevertheless noted that international commercial adoption had lagged the domestic business.</p><h2 id=\"id_863475622\" style=\"text-align: start;\">Other Key Trades</h2><ul style=\"list-style-type: initial;\"><li><p>Pacific Biosciences of California Inc. (PACB): ARKG and ARKK purchased a combined 265,611 shares.</p></li><li><p>X-Energy Inc. (XE): ARKQ and ARKX bought a combined 200,347 shares.</p></li><li><p>Scribe Therapeutics Inc. (SCTX): Ark purchased 199,698 shares through ARKG.</p></li><li><p>Intuitive Surgical Inc. (ISRG): Ark bought 6,411 shares through ARKQ.</p></li><li><p>Oklo Inc. (OKLO): Ark purchased 42,230 shares through ARKQ.</p></li><li><p>Intuitive Machines Inc. (LUNR): Ark bought 43,539 shares through ARKX.</p></li><li><p>Personalis Inc. (PSNL): Ark sold 182,507 shares through ARKG.</p></li><li><p>Shopify Inc. (SHOP): ARKK and ARKW sold a combined 17,053 shares.</p></li><li><p>Elbit Systems Ltd. (ESLT): ARKQ and ARKX sold a combined 3,757 shares.</p></li><li><p>Amazon.com Inc. (AMZN): ARKK sold 494 shares.</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLU":"2倍做多NFLX ETF-T-REX","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","PLTA":"ProShares Ultra PLTR ETF","PLYY":"GraniteShares YieldBOOST PLTR ETF","NFLW":"Roundhill NFLX WeeklyPay™ ETF","PLTD":"1倍做空PLTR ETF-Direxion","NFLY":"NFLX期权收益策略ETF-YieldMax","ARKK":"ARK Innovation ETF","PLTG":"2倍做多PLTR ETF-Leverage Shares","PLTL":"2倍做多PLTR ETF-Corgi","PTIR":"2倍做多PLTR ETF-GraniteShares","PLTR":"Palantir Technologies Inc.","ARKW":"ARK Next Generation Internet ETF","PLTU":"2倍做多PLTR ETF-Direxion","NFX":"Corgi NFLX 2x Daily ETF","PLTI":"REX PLTR Growth & Income ETF","PLTW":"PLTR周配息ETF-Roundhill","NFXL":"2倍做多NFLX ETF-Direxion","PLTY":"PLTR期权收益策略ETF-YieldMax","NFXS":"1倍做空NFLX ETF-Direxion","NFLX":"奈飞","NFLP":"KURV YIELD PREMIUM STRATEGY NETFLIX (NFLX) ETF","PLTZ":"2倍做空PLTR ETF-Defiance"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188061613","content_text":"On Wednesday, Cathie Wood-led Ark Invest purchased shares of Netflix, while continuing to trim its position in Palantir.The Netflix TradeArk purchased 18,783 Netflix shares through the ARK Next Generation Internet ETF (BATS:ARKW). The trade was worth approximately $1.2 million, based on Wednesday’s closing price of $65.04.Netflix shares fell to a 52-week low following disappointing fourth-quarter guidance.The streaming company projected fourth-quarter revenue of $13.442 billion and earnings of 67 cents per share, below analyst estimates of $13.517 billion and 73 cents, respectively.Third-quarter revenue rose 12% year over year to $12.874 billion, narrowly missing expectations of $12.876 billion. Earnings of 87 cents per share exceeded the consensus estimate of 82 cents.Evercore ISI’s Mark Mahaney said Netflix needed stronger programming to improve engagement, warning that sustained weakness could eventually weigh on subscriber growth and pricing power.Several analysts lowered their forecasts following the results. BofA Securities analyst Jessica Reif Ehrlich maintained a Buy rating but cut her price target to $90 from $105.Morgan Stanley’s Sean Diffley retained an Overweight rating while lowering his target to $77 from $80. Rosenblatt’s Barton Crockett maintained Neutral and reduced his target to $71 from $75, while Needham’s Laura Martin downgraded Netflix to Hold from Buy.The Palantir TradeArk sold 3,194 Palantir shares through the ARK Innovation ETF (BATS:ARKK). The trade was worth approximately $644,294, based on Wednesday’s closing price of $201.72.The sale extended Ark’s Palantir trimming to three consecutive trading sessions. The firm sold 18,349 shares on Monday, worth approximately $3.6 million, and 27,790 shares on Tuesday, worth approximately $5.4 million.Across those three sessions, Ark sold 49,333 shares, with an estimated combined value of $9.6 million, using each day’s closing price.Separately, Charles Schwab’s George Tsilis flagged Palantir’s valuation as a key risk, saying its multiple “already prices in years of exceptional execution.”In comments reported Tuesday, Tsilis said Palantir traded at approximately 124 times forward earnings, compared with roughly 22 times for application software peers.Palantir’s second-quarter revenue increased 93% year over year to approximately $1.94 billion, while U.S. commercial revenue rose 149% to $764 million. Tsilis nevertheless noted that international commercial adoption had lagged the domestic business.Other Key TradesPacific Biosciences of California Inc. (PACB): ARKG and ARKK purchased a combined 265,611 shares.X-Energy Inc. (XE): ARKQ and ARKX bought a combined 200,347 shares.Scribe Therapeutics Inc. (SCTX): Ark purchased 199,698 shares through ARKG.Intuitive Surgical Inc. (ISRG): Ark bought 6,411 shares through ARKQ.Oklo Inc. (OKLO): Ark purchased 42,230 shares through ARKQ.Intuitive Machines Inc. (LUNR): Ark bought 43,539 shares through ARKX.Personalis Inc. (PSNL): Ark sold 182,507 shares through ARKG.Shopify Inc. (SHOP): ARKK and ARKW sold a combined 17,053 shares.Elbit Systems Ltd. (ESLT): ARKQ and ARKX sold a combined 3,757 shares.Amazon.com Inc. (AMZN): ARKK sold 494 shares.","news_type":1,"symbols_score_info":{"PLYY":0.6,"NFX":0.6,"ARKW":2,"PLTD":0.6,"NFLX":2,"NFLY":0.6,"NFXS":0.6,"ARKK":2,"PLTL":0.6,"NFXL":0.6,"NFLU":0.6,"PLTG":0.6,"PTIR":0.6,"PLOO":0.6,"NFLP":0.6,"PLTI":0.6,"PLTA":0.6,"NFLW":0.6,"PLTU":0.6,"PLTW":0.6,"PLTZ":0.6,"PLTR":2,"PLTY":0.6}},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":618316020588944,"gmtCreate":1791936577757,"gmtModify":1791936581025,"author":{"id":"3575975726985689","authorId":"3575975726985689","name":"Jetlee keng nian","avatar":"https://community-static.tradeup.com/news/7b9ffcd89300ad37cf354294b9ab214a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575975726985689","authorIdStr":"3575975726985689"},"themes":[],"title":"","htmlText":"After report out.. UNH still remain e same stock price... sigh.. 😞&nbsp;","listText":"After report out.. UNH still remain e same stock price... sigh.. 😞&nbsp;","text":"After report out.. UNH still remain e same stock price... sigh.. 😞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/618316020588944","repostId":"2675366825","repostType":2,"repost":{"id":"2675366825","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1791908804,"share":"https://ttm.financial/m/news/2675366825?lang=en_US&edition=fundamental","pubTime":"2026-10-14 00:26","market":"hk","language":"en","title":"UnitedHealth Stock Wobbles Despite 61% Profit Jump, Boosted Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2675366825","media":"Benzinga Earnings","summary":"UnitedHealth beats Q3 estimates and says 2027 consensus is conservative despite persistent medical costs.","content":"<html><body><p><strong>UnitedHealth Group Inc.</strong> (NYSE:UNH) beat third-quarter estimates on Tuesday and raised its informal full-year outlook for 2026. Management also told analysts their 2027 numbers look too conservative.</p>\n<p>The insurer now expects 2026 adjusted earnings of at least $20.50 per share, up from its previous range of $19.50 to $20. Analysts had expected $19.86, per Benzinga Pro data. </p>\n<ul>\n<li><em>UNH stock is moving after earnings. See the real-time price action here. </em></li>\n</ul>\n<h2><strong>Beat on Profit and Costs</strong></h2>\n<p>Adjusted EPS rose about 61% to $4.69 from $2.92 a year earlier, and revenue came in at $112.69 billion against expectations of $111.40 billion.</p>\n<p>The medical care ratio fell to 88.4% from 89.9% a year earlier, with UnitedHealth crediting plan design and new pricing for the improvement.</p>\n<p>“Our third quarter performance reflects actions taken throughout 2026, driving meaningful progress and reinforcing our confidence to sustainably grow in 2027 and beyond within our 13 to 16% long-term target growth range,” CEO <strong>Stephen Hemsley </strong>said on the earnings call.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nTop 10 Powder Keg Stocks Where Short Sellers Are Sitting on a Fuse\n</strong>\n</p>\n</div>\n<h2><strong>A Shot at 2027 Consensus</strong></h2>\n<p>CFO <strong>Wayne DeVeydt</strong> went further. “We view our 2026 adjusted EPS guidance of at least $20.50 as a solid run rate on which to grow,” he said.</p>\n<p>“We would offer that current analyst consensus for 2027 may understate the opportunity ahead and we see the lower end of our long-term 13% to 16% growth rate as a more reasonable starting point,” DeVeydt added.</p>\n<p>Growth of 13% from $20.50 works out to roughly $23.17 per share, while consensus for 2027 sits at $22.62.</p>\n<div>\n<p>\n<strong>\nSee More:\n\nTop Growth Stocks\n</strong>\n</p>\n</div>\n<h2><strong>Costs Still Bite</strong></h2>\n<p>Executives did not declare victory on medical costs. “Costs remain stubbornly high across the entire healthcare landscape, in particular in areas such as specialty pharmacy and acute healthcare service intensity,” UnitedHealthcare CEO <strong>Tim Noel</strong> said.</p>\n<p>Noel singled out the No Surprises Act, a law meant to shield patients from unexpected bills. </p>\n<p>“Of particular concern is the ongoing abuse of the No Surprises Act dispute process by a relatively small number of clinician groups and third-party organizations,” he said. </p>\n<p>Arbitration awards can run 10 to 11 times what Medicare would pay, he added.</p>\n<p>Commercial cost trends are still running above 11%. Asked about margin recovery in the commercial business, Noel said high utilization “is going to stretch out our ability to achieve those long-term objective margins.”</p>\n<p>Government programs looked better. The company now expects Medicare Advantage margins near the top of its 2% to 4% range. It called 2026 a trough year for core Medicaid margins, which should come in moderately better than minus 1%.</p>\n<p>UnitedHealth shares rose 2% before the bell but reversed after the call opened. Management held back formal 2027 guidance until an investor meeting before year-end.</p>\n<p>“So very positive. But we can’t really get to precision at this range,” Hemsley said.</p>\n<p><strong>UNH Stock Price Activity: </strong>UnitedHealth stock was up 0.58% at $380.71 at the time of publication Tuesday, according to Benzinga Pro.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nCerebras Stock Braces for 19.4 Million-Share Unlock After Record Low\n</strong>\n</p>\n</div>\n<p><em>Photo: Piotr Swat / Shutterstock</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UnitedHealth Stock Wobbles Despite 61% Profit Jump, Boosted Outlook</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\">\nUnitedHealth Stock Wobbles Despite 61% Profit Jump, Boosted Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-10-14 00:26</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong>UnitedHealth Group Inc.</strong> (NYSE:UNH) beat third-quarter estimates on Tuesday and raised its informal full-year outlook for 2026. Management also told analysts their 2027 numbers look too conservative.</p>\n<p>The insurer now expects 2026 adjusted earnings of at least $20.50 per share, up from its previous range of $19.50 to $20. Analysts had expected $19.86, per Benzinga Pro data. </p>\n<ul>\n<li><em>UNH stock is moving after earnings. See the real-time price action here. </em></li>\n</ul>\n<h2><strong>Beat on Profit and Costs</strong></h2>\n<p>Adjusted EPS rose about 61% to $4.69 from $2.92 a year earlier, and revenue came in at $112.69 billion against expectations of $111.40 billion.</p>\n<p>The medical care ratio fell to 88.4% from 89.9% a year earlier, with UnitedHealth crediting plan design and new pricing for the improvement.</p>\n<p>“Our third quarter performance reflects actions taken throughout 2026, driving meaningful progress and reinforcing our confidence to sustainably grow in 2027 and beyond within our 13 to 16% long-term target growth range,” CEO <strong>Stephen Hemsley </strong>said on the earnings call.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nTop 10 Powder Keg Stocks Where Short Sellers Are Sitting on a Fuse\n</strong>\n</p>\n</div>\n<h2><strong>A Shot at 2027 Consensus</strong></h2>\n<p>CFO <strong>Wayne DeVeydt</strong> went further. “We view our 2026 adjusted EPS guidance of at least $20.50 as a solid run rate on which to grow,” he said.</p>\n<p>“We would offer that current analyst consensus for 2027 may understate the opportunity ahead and we see the lower end of our long-term 13% to 16% growth rate as a more reasonable starting point,” DeVeydt added.</p>\n<p>Growth of 13% from $20.50 works out to roughly $23.17 per share, while consensus for 2027 sits at $22.62.</p>\n<div>\n<p>\n<strong>\nSee More:\n\nTop Growth Stocks\n</strong>\n</p>\n</div>\n<h2><strong>Costs Still Bite</strong></h2>\n<p>Executives did not declare victory on medical costs. “Costs remain stubbornly high across the entire healthcare landscape, in particular in areas such as specialty pharmacy and acute healthcare service intensity,” UnitedHealthcare CEO <strong>Tim Noel</strong> said.</p>\n<p>Noel singled out the No Surprises Act, a law meant to shield patients from unexpected bills. </p>\n<p>“Of particular concern is the ongoing abuse of the No Surprises Act dispute process by a relatively small number of clinician groups and third-party organizations,” he said. </p>\n<p>Arbitration awards can run 10 to 11 times what Medicare would pay, he added.</p>\n<p>Commercial cost trends are still running above 11%. Asked about margin recovery in the commercial business, Noel said high utilization “is going to stretch out our ability to achieve those long-term objective margins.”</p>\n<p>Government programs looked better. The company now expects Medicare Advantage margins near the top of its 2% to 4% range. It called 2026 a trough year for core Medicaid margins, which should come in moderately better than minus 1%.</p>\n<p>UnitedHealth shares rose 2% before the bell but reversed after the call opened. Management held back formal 2027 guidance until an investor meeting before year-end.</p>\n<p>“So very positive. But we can’t really get to precision at this range,” Hemsley said.</p>\n<p><strong>UNH Stock Price Activity: </strong>UnitedHealth stock was up 0.58% at $380.71 at the time of publication Tuesday, according to Benzinga Pro.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nCerebras Stock Braces for 19.4 Million-Share Unlock After Record Low\n</strong>\n</p>\n</div>\n<p><em>Photo: Piotr Swat / Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HRTS":"Tema Heart & Health ETF","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU2324357040.USD":"HSBC GIF GLOBAL EQUITY SUSTAINABLE HEALTHCARE \"AC\" (USD) ACC","UN":"CORGI UNH 2X DAILY ETF","MHIP":"Milliman Healthcare Inflation Plus ETF","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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Rowe Price Health Care ETF","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00B4R5TH58.HKD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (HKD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","GDOC":"Goldman Sachs Future Health Care Equity ETF","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD"},"source_url":"https://www.benzinga.com/markets/earnings/26/10/62332625/unitedhealth-stock-wobbles-despite-61-profit-jump-boosted-outlook","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2675366825","content_text":"UnitedHealth Group Inc. (NYSE:UNH) beat third-quarter estimates on Tuesday and raised its informal full-year outlook for 2026. Management also told analysts their 2027 numbers look too conservative.\nThe insurer now expects 2026 adjusted earnings of at least $20.50 per share, up from its previous range of $19.50 to $20. Analysts had expected $19.86, per Benzinga Pro data. \n\nUNH stock is moving after earnings. See the real-time price action here. \n\nBeat on Profit and Costs\nAdjusted EPS rose about 61% to $4.69 from $2.92 a year earlier, and revenue came in at $112.69 billion against expectations of $111.40 billion.\nThe medical care ratio fell to 88.4% from 89.9% a year earlier, with UnitedHealth crediting plan design and new pricing for the improvement.\n“Our third quarter performance reflects actions taken throughout 2026, driving meaningful progress and reinforcing our confidence to sustainably grow in 2027 and beyond within our 13 to 16% long-term target growth range,” CEO Stephen Hemsley said on the earnings call.\n\n\n\nRead Also:\n\nTop 10 Powder Keg Stocks Where Short Sellers Are Sitting on a Fuse\n\n\n\nA Shot at 2027 Consensus\nCFO Wayne DeVeydt went further. “We view our 2026 adjusted EPS guidance of at least $20.50 as a solid run rate on which to grow,” he said.\n“We would offer that current analyst consensus for 2027 may understate the opportunity ahead and we see the lower end of our long-term 13% to 16% growth rate as a more reasonable starting point,” DeVeydt added.\nGrowth of 13% from $20.50 works out to roughly $23.17 per share, while consensus for 2027 sits at $22.62.\n\n\n\nSee More:\n\nTop Growth Stocks\n\n\n\nCosts Still Bite\nExecutives did not declare victory on medical costs. “Costs remain stubbornly high across the entire healthcare landscape, in particular in areas such as specialty pharmacy and acute healthcare service intensity,” UnitedHealthcare CEO Tim Noel said.\nNoel singled out the No Surprises Act, a law meant to shield patients from unexpected bills. \n“Of particular concern is the ongoing abuse of the No Surprises Act dispute process by a relatively small number of clinician groups and third-party organizations,” he said. \nArbitration awards can run 10 to 11 times what Medicare would pay, he added.\nCommercial cost trends are still running above 11%. Asked about margin recovery in the commercial business, Noel said high utilization “is going to stretch out our ability to achieve those long-term objective margins.”\nGovernment programs looked better. The company now expects Medicare Advantage margins near the top of its 2% to 4% range. It called 2026 a trough year for core Medicaid margins, which should come in moderately better than minus 1%.\nUnitedHealth shares rose 2% before the bell but reversed after the call opened. Management held back formal 2027 guidance until an investor meeting before year-end.\n“So very positive. But we can’t really get to precision at this range,” Hemsley said.\nUNH Stock Price Activity: UnitedHealth stock was up 0.58% at $380.71 at the time of publication Tuesday, according to Benzinga Pro.\n\n\n\nRead Also:\n\nCerebras Stock Braces for 19.4 Million-Share Unlock After Record Low\n\n\n\nPhoto: Piotr Swat / Shutterstock","news_type":1,"symbols_score_info":{"TRUH":0.6,"HRTS":0.6,"UN":0.6,"TMED":0.6,"UNH":1.98,"JDOC":0.6,"IYH":0.6,"SUNH0main":0.6,"GDOC":0.6,"UNHU":0.6,"IXJ":0.6,"XLV":0.6,"FHLC":0.6,"UNHG":0.6,"UNHW":0.6,"RXL":0.6,"MHIP":0.6,"IHF":0.6}},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":609057478500856,"gmtCreate":1789722479559,"gmtModify":1789722482359,"author":{"id":"4226799958866312","authorId":"4226799958866312","name":"Suraj lap","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4226799958866312","authorIdStr":"4226799958866312"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/609057478500856","repostId":"2668992053","repostType":2,"repost":{"id":"2668992053","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1789678255,"share":"https://ttm.financial/m/news/2668992053?lang=en_US&edition=fundamental","pubTime":"2026-09-18 04:50","market":"us","language":"en","title":"Upexi Q4 EPS $(0.21) Misses $(0.12) Estimate, Sales $3.149M Miss $7.572M Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2668992053","media":"Benzinga Earnings","summary":"Upexi (NASDAQ:UPXI) reported quarterly losses of $(0.21) per share which missed the analyst consensus estimate of $(0.12) by 75 percent. This is a 16 percent increase over losses of $(0.25) per share from the same","content":"<html><body>Upexi (NASDAQ:UPXI) reported quarterly losses of $(0.21) per share which missed the analyst consensus estimate of $(0.12) by 75 percent. This is a 16 percent increase over losses of $(0.25) per share from the same period last year.  The company reported quarterly sales of $3.149 million which missed the analyst consensus estimate of $7.572 million by 58.42 percent.  This is a 4.17 percent decrease over sales of $3.286 million the same period last year.</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>Upexi Q4 EPS $(0.21) Misses $(0.12) Estimate, Sales $3.149M Miss $7.572M Estimate</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\">\nUpexi Q4 EPS $(0.21) Misses $(0.12) Estimate, Sales $3.149M Miss $7.572M Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-18 04:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body>Upexi (NASDAQ:UPXI) reported quarterly losses of $(0.21) per share which missed the analyst consensus estimate of $(0.12) by 75 percent. This is a 16 percent increase over losses of $(0.25) per share from the same period last year.  The company reported quarterly sales of $3.149 million which missed the analyst consensus estimate of $7.572 million by 58.42 percent.  This is a 4.17 percent decrease over sales of $3.286 million the same period last year.</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPXI":"Upexi, Inc.","BK4539":"次新股","BK4183":"个人用品","PXIU":"2倍做多UPXI ETF-T-Rex"},"source_url":"https://www.benzinga.com/news/earnings/26/09/61857507/upexi-q4-eps-0-21-misses-0-12-estimate-sales-3-149m-miss-7-572m-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2668992053","content_text":"Upexi (NASDAQ:UPXI) reported quarterly losses of $(0.21) per share which missed the analyst consensus estimate of $(0.12) by 75 percent. This is a 16 percent increase over losses of $(0.25) per share from the same period last year.  The company reported quarterly sales of $3.149 million which missed the analyst consensus estimate of $7.572 million by 58.42 percent.  This is a 4.17 percent decrease over sales of $3.286 million the same period last year.","news_type":1,"symbols_score_info":{"PXIU":0.6,"UPXI":1}},"isVote":1,"tweetType":1,"viewCount":1277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":606124903755848,"gmtCreate":1789016680199,"gmtModify":1789016683197,"author":{"id":"3582712972054494","authorId":"3582712972054494","name":"Tonykhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582712972054494","authorIdStr":"3582712972054494"},"themes":[],"title":"","htmlText":"This guy has zero credibility&nbsp;","listText":"This guy has zero credibility&nbsp;","text":"This guy has zero credibility","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/606124903755848","repostId":"1105079225","repostType":2,"repost":{"id":"1105079225","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1789016400,"share":"https://ttm.financial/m/news/1105079225?lang=en_US&edition=fundamental","pubTime":"2026-09-10 13:00","market":"us","language":"en","title":"Michael Burry Sells All Nvidia, Palantir December 2026-Dated Puts","url":"https://stock-news.laohu8.com/highlight/detail?id=1105079225","media":"Benzinga Earnings","summary":"Michael Burry reshuffled his options portfolio on Wednesday, exiting his Nvidia Corp (NASDAQ:NVDA) and Palantir Technologies (NASDAQ:PLTR) December 2026 puts, while keeping longer-dated puts intact,...","content":"<html><head></head><body><p><strong>Michael Burry</strong> reshuffled his options portfolio on Wednesday, exiting his <strong>Nvidia Corp</strong> (NASDAQ:NVDA) and <strong>Palantir Technologies</strong> (NASDAQ:PLTR) December 2026 puts, while keeping longer-dated puts intact, per the Michael Burry Stock Tracker X account.</p><p style=\"text-align: start;\">According to the post, Burry sold his December 2026 Nvidia puts and December 2026 Palantir puts entirely, while keeping his 2027 PLTR puts and 2027 <strong>Invesco QQQ Trust</strong> (NASDAQ:QQQ) Trust puts unchanged.</p><p style=\"text-align: start;\">Burry also trimmed every other position in an effort to reduce risk. The claims were shared in an X post by @burrytracker.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/80325a1fcca2c9d5954eaaecf8e0d314\" tg-width=\"822\" tg-height=\"1133\"/></p><h2 id=\"id_3655738408\" style=\"text-align: start;\">Burry’s Concerns on Palantir’s Balance Sheet</h2><p style=\"text-align: start;\">Burry recently highlighted concerns about Palantir’s financial practices, writing: &#34;Palantir is losing bargaining power and channel stuffing.. The former is a weak business position; the latter, a crime.&#34;</p><p style=\"text-align: start;\">He pointed to the company’s accounts receivable, which have grown faster than revenue in nine of the last 12 quarters. Burry suggests this pattern may involve channel stuffing or aggressive revenue recognition, potentially weakening Palantir’s business position.</p><h2 id=\"id_3822945921\" style=\"text-align: start;\">Palantir and Nebius Partnership</h2><p style=\"text-align: start;\">On Tuesday, Palantir and <strong>Nebius Group N.V.</strong> (NASDAQ:NBIS) unveiled a strategic partnership, naming Nebius as Palantir’s preferred sovereign AI infrastructure partner.</p><p>The collaboration allows Palantir customers to deploy and fine-tune open models on Nebius hardware, challenging Burry’s bearish bets against both companies.</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>Michael Burry Sells All Nvidia, Palantir December 2026-Dated Puts</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\">\nMichael Burry Sells All Nvidia, Palantir December 2026-Dated Puts\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-10 13:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Michael Burry</strong> reshuffled his options portfolio on Wednesday, exiting his <strong>Nvidia Corp</strong> (NASDAQ:NVDA) and <strong>Palantir Technologies</strong> (NASDAQ:PLTR) December 2026 puts, while keeping longer-dated puts intact, per the Michael Burry Stock Tracker X account.</p><p style=\"text-align: start;\">According to the post, Burry sold his December 2026 Nvidia puts and December 2026 Palantir puts entirely, while keeping his 2027 PLTR puts and 2027 <strong>Invesco QQQ Trust</strong> (NASDAQ:QQQ) Trust puts unchanged.</p><p style=\"text-align: start;\">Burry also trimmed every other position in an effort to reduce risk. The claims were shared in an X post by @burrytracker.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/80325a1fcca2c9d5954eaaecf8e0d314\" tg-width=\"822\" tg-height=\"1133\"/></p><h2 id=\"id_3655738408\" style=\"text-align: start;\">Burry’s Concerns on Palantir’s Balance Sheet</h2><p style=\"text-align: start;\">Burry recently highlighted concerns about Palantir’s financial practices, writing: &#34;Palantir is losing bargaining power and channel stuffing.. The former is a weak business position; the latter, a crime.&#34;</p><p style=\"text-align: start;\">He pointed to the company’s accounts receivable, which have grown faster than revenue in nine of the last 12 quarters. Burry suggests this pattern may involve channel stuffing or aggressive revenue recognition, potentially weakening Palantir’s business position.</p><h2 id=\"id_3822945921\" style=\"text-align: start;\">Palantir and Nebius Partnership</h2><p style=\"text-align: start;\">On Tuesday, Palantir and <strong>Nebius Group N.V.</strong> (NASDAQ:NBIS) unveiled a strategic partnership, naming Nebius as Palantir’s preferred sovereign AI infrastructure partner.</p><p>The collaboration allows Palantir customers to deploy and fine-tune open models on Nebius hardware, challenging Burry’s bearish bets against both companies.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDL":"2倍做多NVDA ETF-GraniteShares","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","NVDA":"英伟达","PLTR":"Palantir Technologies Inc.","NVDG":"2倍做多NVDA ETF- Leverage Shares","PLTZ":"2倍做空PLTR ETF-Defiance","NVII":"Rex NVDA Growth & Income ETF","07388":"南方两倍做空英伟达","PLTY":"PLTR期权收益策略ETF-YieldMax","PTIR":"2倍做多PLTR ETF-GraniteShares","PLTW":"PLTR周配息ETF-Roundhill","NVDD":"1倍做空NVDA ETF-Direxion","NVDB":"ProShares Ultra NVDA ETF","NVYY":"GraniteShares YieldBOOST NVDA ETF","PLTU":"2倍做多PLTR ETF-Direxion","NVDS":"1.5倍做空NVDA ETF-Tradr","NVD":"2倍做空NVDA ETF-GraniteShares","ANV":"GraniteShares Autocallable NVDA ETF","07788":"南方两倍做多英伟达","NVC":"Corgi NVDA 2x Daily ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDY":"NVDA期权收益策略ETF-YieldMax","NVDW":"NVDA周配息ETF-Roundhill","NVDX":"2倍做多NVDA ETF-T-Rex","PLTL":"2倍做多PLTR ETF-Corgi","PLTI":"REX PLTR Growth & Income ETF","PLTG":"2倍做多PLTR ETF-Leverage Shares","NVDU":"2倍做多NVDA ETF-Direxion","PLTD":"1倍做空PLTR ETF-Direxion","PLYY":"GraniteShares YieldBOOST PLTR ETF","PLTA":"ProShares Ultra PLTR ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105079225","content_text":"Michael Burry reshuffled his options portfolio on Wednesday, exiting his Nvidia Corp (NASDAQ:NVDA) and Palantir Technologies (NASDAQ:PLTR) December 2026 puts, while keeping longer-dated puts intact, per the Michael Burry Stock Tracker X account.According to the post, Burry sold his December 2026 Nvidia puts and December 2026 Palantir puts entirely, while keeping his 2027 PLTR puts and 2027 Invesco QQQ Trust (NASDAQ:QQQ) Trust puts unchanged.Burry also trimmed every other position in an effort to reduce risk. The claims were shared in an X post by @burrytracker.Burry’s Concerns on Palantir’s Balance SheetBurry recently highlighted concerns about Palantir’s financial practices, writing: \"Palantir is losing bargaining power and channel stuffing.. The former is a weak business position; the latter, a crime.\"He pointed to the company’s accounts receivable, which have grown faster than revenue in nine of the last 12 quarters. Burry suggests this pattern may involve channel stuffing or aggressive revenue recognition, potentially weakening Palantir’s business position.Palantir and Nebius PartnershipOn Tuesday, Palantir and Nebius Group N.V. (NASDAQ:NBIS) unveiled a strategic partnership, naming Nebius as Palantir’s preferred sovereign AI infrastructure partner.The collaboration allows Palantir customers to deploy and fine-tune open models on Nebius hardware, challenging Burry’s bearish bets against both companies.","news_type":1,"symbols_score_info":{"PLTR":2,"ANV":0.6,"NVDD":0.6,"PLTU":0.6,"NVYY":0.6,"PLOO":0.6,"PLTD":0.6,"PLTL":0.6,"PLTG":0.6,"PLYY":0.6,"07388":0.6,"PLTY":0.6,"PLTA":0.6,"NVDU":0.6,"07788":0.6,"NVDG":0.6,"PTIR":0.6,"NVDL":0.6,"NVDB":0.6,"PLTZ":0.6,"PLTW":0.6,"PLTI":0.6,"NVDX":0.6,"NVDY":0.6,"NVC":0.6,"NVDS":0.6,"NVDO":0.6,"NVDA":2,"NVD":0.6,"NVDQ":0.6,"NVDW":0.6,"DIPS":0.6,"NVII":0.6}},"isVote":1,"tweetType":1,"viewCount":2209,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554878382833825","authorId":"3554878382833825","name":"PandaExpress","avatar":"https://community-static.tradeup.com/news/7900aa2f94dc7f07e9aaed1be9e02f65","crmLevel":12,"crmLevelSwitch":1,"idStr":"3554878382833825","authorIdStr":"3554878382833825"},"content":"he always create fear in the market. being right once doesn't mean he is a super-human. now he is just playing with his past reputation so he can make more money.","text":"he always create fear in the market. being right once doesn't mean he is a super-human. now he is just playing with his past reputation so he can make more money.","html":"he always create fear in the market. being right once doesn't mean he is a super-human. now he is just playing with his past reputation so he can make more money."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605750568034792,"gmtCreate":1788925302720,"gmtModify":1788929031588,"author":{"id":"4218776179678032","authorId":"4218776179678032","name":"MetaLim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4218776179678032","authorIdStr":"4218776179678032"},"themes":[],"title":"","htmlText":"Squeeze","listText":"Squeeze","text":"Squeeze","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605750568034792","repostId":"1131337150","repostType":2,"repost":{"id":"1131337150","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1788924600,"share":"https://ttm.financial/m/news/1131337150?lang=en_US&edition=fundamental","pubTime":"2026-09-09 11:30","market":"us","language":"en","title":"Palantir and Nebius Team Up — Bad News for Michael Burry's Short Bets on Both Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1131337150","media":"Benzinga Earnings","summary":"$Palantir Technologies(PLTR)$ (NASDAQ:PLTR) and $Nebius Group(NBIS)$ (NASDAQ:NBIS) unveiled a strategic partnership on Tuesday, naming Nebius as Palantir’s preferred sovereign AI infrastructure...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a> (NASDAQ:PLTR) and <a href=\"https://laohu8.com/S/NBIS\">Nebius Group</a> (NASDAQ:NBIS) unveiled a strategic partnership on Tuesday, naming Nebius as Palantir’s preferred sovereign AI infrastructure partner. </p><p style=\"text-align: start;\">The announcement lands awkwardly for Michael Burry who has disclosed bearish bets against both companies.</p><p style=\"text-align: start;\">Under the deal, Nebius’s AI-native compute and inference infrastructure will eventually sit inside Palantir’s enterprise security perimeter, letting eligible Palantir customers deploy and fine-tune open models on Nebius hardware while retaining control of their own data and models. </p><p>The companies also plan to accelerate new compute capacity through modular data-center deployments at sites with available power.</p><p style=\"text-align: start;\">“Nebius’ compute infrastructure powers your ability to run your own AI models under conditions you control,” Palantir CEO Alex Karp said in the announcement. </p><p>Nebius CEO Arkady Volozh added that the tie-up lets clients “run their optimized open models on trusted infrastructure.”</p><p>Shares moved in opposite directions on the news. Nebius climbed 7.73% to close at $243.88 on Tuesday, while Palantir slipped about 2.31% to $170.30, according to Benzinga Pro data</p><h2 id=\"id_2733906788\" style=\"text-align: start;\">Burry’s Bearish PLTR, NBIS Positions </h2><p style=\"text-align: start;\">Burry has held out-of-the-money Palantir puts, arguing the stock’s roughly $420 billion valuation and 137-plus trailing P/E already price in near-perfect execution indefinitely. </p><p style=\"text-align: start;\">He disclosed a fresh Nebius short in early August, part of a broader bearish basket that also includes Nvidia, Micron, Oracle and Caterpillar, built on the thesis that neocloud operators like Nebius understate GPU depreciation.</p><p style=\"text-align: start;\">His thesis has already looked shaky: Nebius gained nearly 10% in August alone after posting 454% year-over-year revenue growth and a $3 billion annualized run rate, while Palantir jumped over 5% in August on a ninth straight EPS beat. </p><h2 id=\"id_1709500693\" style=\"text-align: start;\">The Bottom Line</h2><p style=\"text-align: start;\">Tuesday’s partnership news — which deepens Nebius’s enterprise reach through Palantir’s customer base and reinforces Palantir’s sovereign-AI positioning — gives both companies fresh bullish narratives just as Burry’s short book has grown. </p><p>Investors will be watching whether Burry indicates any change in his positioning.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir and Nebius Team Up — Bad News for Michael Burry's Short Bets on Both Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir and Nebius Team Up — Bad News for Michael Burry's Short Bets on Both Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-09 11:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a> (NASDAQ:PLTR) and <a href=\"https://laohu8.com/S/NBIS\">Nebius Group</a> (NASDAQ:NBIS) unveiled a strategic partnership on Tuesday, naming Nebius as Palantir’s preferred sovereign AI infrastructure partner. </p><p style=\"text-align: start;\">The announcement lands awkwardly for Michael Burry who has disclosed bearish bets against both companies.</p><p style=\"text-align: start;\">Under the deal, Nebius’s AI-native compute and inference infrastructure will eventually sit inside Palantir’s enterprise security perimeter, letting eligible Palantir customers deploy and fine-tune open models on Nebius hardware while retaining control of their own data and models. </p><p>The companies also plan to accelerate new compute capacity through modular data-center deployments at sites with available power.</p><p style=\"text-align: start;\">“Nebius’ compute infrastructure powers your ability to run your own AI models under conditions you control,” Palantir CEO Alex Karp said in the announcement. </p><p>Nebius CEO Arkady Volozh added that the tie-up lets clients “run their optimized open models on trusted infrastructure.”</p><p>Shares moved in opposite directions on the news. Nebius climbed 7.73% to close at $243.88 on Tuesday, while Palantir slipped about 2.31% to $170.30, according to Benzinga Pro data</p><h2 id=\"id_2733906788\" style=\"text-align: start;\">Burry’s Bearish PLTR, NBIS Positions </h2><p style=\"text-align: start;\">Burry has held out-of-the-money Palantir puts, arguing the stock’s roughly $420 billion valuation and 137-plus trailing P/E already price in near-perfect execution indefinitely. </p><p style=\"text-align: start;\">He disclosed a fresh Nebius short in early August, part of a broader bearish basket that also includes Nvidia, Micron, Oracle and Caterpillar, built on the thesis that neocloud operators like Nebius understate GPU depreciation.</p><p style=\"text-align: start;\">His thesis has already looked shaky: Nebius gained nearly 10% in August alone after posting 454% year-over-year revenue growth and a $3 billion annualized run rate, while Palantir jumped over 5% in August on a ninth straight EPS beat. </p><h2 id=\"id_1709500693\" style=\"text-align: start;\">The Bottom Line</h2><p style=\"text-align: start;\">Tuesday’s partnership news — which deepens Nebius’s enterprise reach through Palantir’s customer base and reinforces Palantir’s sovereign-AI positioning — gives both companies fresh bullish narratives just as Burry’s short book has grown. </p><p>Investors will be watching whether Burry indicates any change in his positioning.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTI":"REX PLTR Growth & Income ETF","PLTW":"PLTR周配息ETF-Roundhill","PLTY":"PLTR期权收益策略ETF-YieldMax","NEBX":"2倍做多NBIS ETF-Tradr","PLTZ":"2倍做空PLTR ETF-Defiance","NBIC":"Corgi NBIS 2x Daily ETF","PLTR":"Palantir Technologies Inc.","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","NBIG":"Leverage Shares 2X Long NBIS Daily ETF","PLTA":"ProShares Ultra PLTR ETF","PLYY":"GraniteShares YieldBOOST PLTR ETF","NBIL":"GraniteShares 2x Long NBIS Daily ETF","PLTD":"1倍做空PLTR ETF-Direxion","PLTG":"2倍做多PLTR ETF-Leverage Shares","NBIZ":"Tradr 2X Short NBIS Daily ETF","PTIR":"2倍做多PLTR ETF-GraniteShares","PLTL":"2倍做多PLTR ETF-Corgi","PLTU":"2倍做多PLTR ETF-Direxion","NBIS":"NEBIUS"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131337150","content_text":"Palantir Technologies (NASDAQ:PLTR) and Nebius Group (NASDAQ:NBIS) unveiled a strategic partnership on Tuesday, naming Nebius as Palantir’s preferred sovereign AI infrastructure partner. The announcement lands awkwardly for Michael Burry who has disclosed bearish bets against both companies.Under the deal, Nebius’s AI-native compute and inference infrastructure will eventually sit inside Palantir’s enterprise security perimeter, letting eligible Palantir customers deploy and fine-tune open models on Nebius hardware while retaining control of their own data and models. The companies also plan to accelerate new compute capacity through modular data-center deployments at sites with available power.“Nebius’ compute infrastructure powers your ability to run your own AI models under conditions you control,” Palantir CEO Alex Karp said in the announcement. Nebius CEO Arkady Volozh added that the tie-up lets clients “run their optimized open models on trusted infrastructure.”Shares moved in opposite directions on the news. Nebius climbed 7.73% to close at $243.88 on Tuesday, while Palantir slipped about 2.31% to $170.30, according to Benzinga Pro dataBurry’s Bearish PLTR, NBIS Positions Burry has held out-of-the-money Palantir puts, arguing the stock’s roughly $420 billion valuation and 137-plus trailing P/E already price in near-perfect execution indefinitely. He disclosed a fresh Nebius short in early August, part of a broader bearish basket that also includes Nvidia, Micron, Oracle and Caterpillar, built on the thesis that neocloud operators like Nebius understate GPU depreciation.His thesis has already looked shaky: Nebius gained nearly 10% in August alone after posting 454% year-over-year revenue growth and a $3 billion annualized run rate, while Palantir jumped over 5% in August on a ninth straight EPS beat. The Bottom LineTuesday’s partnership news — which deepens Nebius’s enterprise reach through Palantir’s customer base and reinforces Palantir’s sovereign-AI positioning — gives both companies fresh bullish narratives just as Burry’s short book has grown. Investors will be watching whether Burry indicates any change in his positioning.","news_type":1,"symbols_score_info":{"NBIC":0.6,"PLTZ":0.6,"NBIS":2,"NBIL":0.6,"PLYY":0.6,"PTIR":0.6,"PLTR":2,"PLTA":0.6,"NBIG":0.6,"PLOO":0.6,"PLTI":0.6,"PLTG":0.6,"PLTW":0.6,"PLTY":0.6,"NEBX":0.6,"PLTD":0.6,"PLTL":0.6,"PLTU":0.6,"NBIZ":0.6}},"isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605094025978736,"gmtCreate":1788765020165,"gmtModify":1788765023249,"author":{"id":"4097035389999120","authorId":"4097035389999120","name":"Kipbana","avatar":"https://static.tigerbbs.com/d8a7aa26d3fe477a8cce6bc245028fff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097035389999120","authorIdStr":"4097035389999120"},"themes":[],"title":"","htmlText":"Sounds like he is trying to tank the market so that he can buy dips now","listText":"Sounds like he is trying to tank the market so that he can buy dips now","text":"Sounds like he is trying to tank the market so that he can buy dips now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605094025978736","repostId":"1196319960","repostType":2,"repost":{"id":"1196319960","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1788764400,"share":"https://ttm.financial/m/news/1196319960?lang=en_US&edition=fundamental","pubTime":"2026-09-07 15:00","market":"us","language":"en","title":"Trump Says He's Made \"Hundreds of Billions\" on Stocks, But Not for Himself: \"I Do This for Our Country\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1196319960","media":"Benzinga Earnings","summary":"President Donald Trump said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.‘I Do This for Our Country, Not Myself’In a post on Truth...","content":"<html><head></head><body><p>President <strong>Donald Trump</strong> said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.</p><h2 id=\"id_1173756058\" style=\"text-align: start;\">‘I Do This for Our Country, Not Myself’</h2><p style=\"text-align: start;\">In a post on Truth Social, Trump said he does his trading for the country, not himself, and brushed off scrutiny from the Democrats.</p><p>“I’ve made Hundreds of Billions of Dollars on Stocks, and many other type Holdings, for the U.S.A., not myself,” he added.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1447cdc38809e3497a0804ddc365731a\" tg-width=\"295\" tg-height=\"566\"/></p><p>He also shared an AI generated image of himself sitting at the Resolute Desk surrounded by trading screens, one reading “BOUGHT: INTEL $20” and another showing the stock “NOW $95.”</p><h2 id=\"id_2066802946\" style=\"text-align: start;\">The Intel Bet That’s Paying Off</h2><p style=\"text-align: start;\">The Trump administration acquired a roughly 10% stake in <strong>Intel Corp. </strong>(NASDAQ:INTC) in August 2025, purchasing 433.3 million shares at $20.47 apiece, an $8.9 billion investment made at a discount to the then-market price.</p><p style=\"text-align: start;\">The company’s stock is up 143.27% so far this year and 291.34% over the past year.</p><p style=\"text-align: start;\">Trump’s personal trading and public comments on individual stocks have repeatedly drawn ethics criticism this year.</p><h2 id=\"id_1844735398\" style=\"text-align: start;\">Calls Grow to Ban Presidential Trading</h2><p style=\"text-align: start;\">Democrats have repeatedly pushed for legislation to ban officials from trading on the stock market entirely.</p><p style=\"text-align: start;\">Rep.<strong> Eugene Vindman</strong> (D-Va.) introduced legislation, the “Sell Your Stocks or Step Down Act,” that would ban the president, vice president and members of Congress from trading stocks, digital assets and prediction market contracts entirely.</p><p style=\"text-align: start;\">Trump’s companies generated more than $1.4 billion from crypto ventures in 2025, including over $520 million from World Liberty Financial token sales and more than $635 million from Official Trump memecoin royalties, according to his financial disclosure.</p><h2 id=\"id_2237942652\" style=\"text-align: start;\">Market Highs as Vindication</h2><p style=\"text-align: start;\">Last week, the president defended the market’s performance amid the Iran conflict, telling reporters he warned his office more than a year ago that confronting Iran would hurt stocks, but that the market has instead kept “hitting new records every day.” “Believe it or not, the stock market will go up,” he said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7acd4028e2b8ac40a48a9ebbebfd8d1\" tg-width=\"1356\" tg-height=\"279\"/></p><p><strong>Price Action: </strong>Intel’s shares closed 4.51% higher on Friday at $95.80 and climbed 0.09% in extended trading.</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>Trump Says He's Made \"Hundreds of Billions\" on Stocks, But Not for Himself: \"I Do This for Our Country\"</title>\n<style 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}\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\">\nTrump Says He's Made \"Hundreds of Billions\" on Stocks, But Not for Himself: \"I Do This for Our Country\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-07 15:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>President <strong>Donald Trump</strong> said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.</p><h2 id=\"id_1173756058\" style=\"text-align: start;\">‘I Do This for Our Country, Not Myself’</h2><p style=\"text-align: start;\">In a post on Truth Social, Trump said he does his trading for the country, not himself, and brushed off scrutiny from the Democrats.</p><p>“I’ve made Hundreds of Billions of Dollars on Stocks, and many other type Holdings, for the U.S.A., not myself,” he added.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1447cdc38809e3497a0804ddc365731a\" tg-width=\"295\" tg-height=\"566\"/></p><p>He also shared an AI generated image of himself sitting at the Resolute Desk surrounded by trading screens, one reading “BOUGHT: INTEL $20” and another showing the stock “NOW $95.”</p><h2 id=\"id_2066802946\" style=\"text-align: start;\">The Intel Bet That’s Paying Off</h2><p style=\"text-align: start;\">The Trump administration acquired a roughly 10% stake in <strong>Intel Corp. </strong>(NASDAQ:INTC) in August 2025, purchasing 433.3 million shares at $20.47 apiece, an $8.9 billion investment made at a discount to the then-market price.</p><p style=\"text-align: start;\">The company’s stock is up 143.27% so far this year and 291.34% over the past year.</p><p style=\"text-align: start;\">Trump’s personal trading and public comments on individual stocks have repeatedly drawn ethics criticism this year.</p><h2 id=\"id_1844735398\" style=\"text-align: start;\">Calls Grow to Ban Presidential Trading</h2><p style=\"text-align: start;\">Democrats have repeatedly pushed for legislation to ban officials from trading on the stock market entirely.</p><p style=\"text-align: start;\">Rep.<strong> Eugene Vindman</strong> (D-Va.) introduced legislation, the “Sell Your Stocks or Step Down Act,” that would ban the president, vice president and members of Congress from trading stocks, digital assets and prediction market contracts entirely.</p><p style=\"text-align: start;\">Trump’s companies generated more than $1.4 billion from crypto ventures in 2025, including over $520 million from World Liberty Financial token sales and more than $635 million from Official Trump memecoin royalties, according to his financial disclosure.</p><h2 id=\"id_2237942652\" style=\"text-align: start;\">Market Highs as Vindication</h2><p style=\"text-align: start;\">Last week, the president defended the market’s performance amid the Iran conflict, telling reporters he warned his office more than a year ago that confronting Iran would hurt stocks, but that the market has instead kept “hitting new records every day.” “Believe it or not, the stock market will go up,” he said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7acd4028e2b8ac40a48a9ebbebfd8d1\" tg-width=\"1356\" tg-height=\"279\"/></p><p><strong>Price Action: </strong>Intel’s shares closed 4.51% higher on Friday at $95.80 and climbed 0.09% in extended trading.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","INYY":"YieldMax INTC Option Income Strategy ETF","INTW":"2倍做多INTC ETF-GraniteShares","LINT":"Direxion Daily INTC Bull 2X ETF","INT":"2倍做多INTC ETF-Corgi"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196319960","content_text":"President Donald Trump said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.‘I Do This for Our Country, Not Myself’In a post on Truth Social, Trump said he does his trading for the country, not himself, and brushed off scrutiny from the Democrats.“I’ve made Hundreds of Billions of Dollars on Stocks, and many other type Holdings, for the U.S.A., not myself,” he added.He also shared an AI generated image of himself sitting at the Resolute Desk surrounded by trading screens, one reading “BOUGHT: INTEL $20” and another showing the stock “NOW $95.”The Intel Bet That’s Paying OffThe Trump administration acquired a roughly 10% stake in Intel Corp. (NASDAQ:INTC) in August 2025, purchasing 433.3 million shares at $20.47 apiece, an $8.9 billion investment made at a discount to the then-market price.The company’s stock is up 143.27% so far this year and 291.34% over the past year.Trump’s personal trading and public comments on individual stocks have repeatedly drawn ethics criticism this year.Calls Grow to Ban Presidential TradingDemocrats have repeatedly pushed for legislation to ban officials from trading on the stock market entirely.Rep. Eugene Vindman (D-Va.) introduced legislation, the “Sell Your Stocks or Step Down Act,” that would ban the president, vice president and members of Congress from trading stocks, digital assets and prediction market contracts entirely.Trump’s companies generated more than $1.4 billion from crypto ventures in 2025, including over $520 million from World Liberty Financial token sales and more than $635 million from Official Trump memecoin royalties, according to his financial disclosure.Market Highs as VindicationLast week, the president defended the market’s performance amid the Iran conflict, telling reporters he warned his office more than a year ago that confronting Iran would hurt stocks, but that the market has instead kept “hitting new records every day.” “Believe it or not, the stock market will go up,” he said.Price Action: Intel’s shares closed 4.51% higher on Friday at $95.80 and climbed 0.09% in extended trading.","news_type":1,"symbols_score_info":{"INT":0.6,"INTC":2,"INTW":0.6,"INYY":0.6,"LINT":0.6}},"isVote":1,"tweetType":1,"viewCount":1567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605092674831720,"gmtCreate":1788764695483,"gmtModify":1788764698544,"author":{"id":"3576140222331577","authorId":"3576140222331577","name":"Guavaxf3006","avatar":"https://static.tigerbbs.com/1ff15ff6aa254c9130f9af922f7e2447","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576140222331577","authorIdStr":"3576140222331577"},"themes":[],"title":"","htmlText":"Hang on. Didn't Najib Razak say the same thing...?","listText":"Hang on. Didn't Najib Razak say the same thing...?","text":"Hang on. Didn't Najib Razak say the same thing...?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605092674831720","repostId":"1196319960","repostType":4,"repost":{"id":"1196319960","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1788764400,"share":"https://ttm.financial/m/news/1196319960?lang=en_US&edition=fundamental","pubTime":"2026-09-07 15:00","market":"us","language":"en","title":"Trump Says He's Made \"Hundreds of Billions\" on Stocks, But Not for Himself: \"I Do This for Our Country\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1196319960","media":"Benzinga Earnings","summary":"President Donald Trump said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.‘I Do This for Our Country, Not Myself’In a post on Truth...","content":"<html><head></head><body><p>President <strong>Donald Trump</strong> said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.</p><h2 id=\"id_1173756058\" style=\"text-align: start;\">‘I Do This for Our Country, Not Myself’</h2><p style=\"text-align: start;\">In a post on Truth Social, Trump said he does his trading for the country, not himself, and brushed off scrutiny from the Democrats.</p><p>“I’ve made Hundreds of Billions of Dollars on Stocks, and many other type Holdings, for the U.S.A., not myself,” he added.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1447cdc38809e3497a0804ddc365731a\" tg-width=\"295\" tg-height=\"566\"/></p><p>He also shared an AI generated image of himself sitting at the Resolute Desk surrounded by trading screens, one reading “BOUGHT: INTEL $20” and another showing the stock “NOW $95.”</p><h2 id=\"id_2066802946\" style=\"text-align: start;\">The Intel Bet That’s Paying Off</h2><p style=\"text-align: start;\">The Trump administration acquired a roughly 10% stake in <strong>Intel Corp. </strong>(NASDAQ:INTC) in August 2025, purchasing 433.3 million shares at $20.47 apiece, an $8.9 billion investment made at a discount to the then-market price.</p><p style=\"text-align: start;\">The company’s stock is up 143.27% so far this year and 291.34% over the past year.</p><p style=\"text-align: start;\">Trump’s personal trading and public comments on individual stocks have repeatedly drawn ethics criticism this year.</p><h2 id=\"id_1844735398\" style=\"text-align: start;\">Calls Grow to Ban Presidential Trading</h2><p style=\"text-align: start;\">Democrats have repeatedly pushed for legislation to ban officials from trading on the stock market entirely.</p><p style=\"text-align: start;\">Rep.<strong> Eugene Vindman</strong> (D-Va.) introduced legislation, the “Sell Your Stocks or Step Down Act,” that would ban the president, vice president and members of Congress from trading stocks, digital assets and prediction market contracts entirely.</p><p style=\"text-align: start;\">Trump’s companies generated more than $1.4 billion from crypto ventures in 2025, including over $520 million from World Liberty Financial token sales and more than $635 million from Official Trump memecoin royalties, according to his financial disclosure.</p><h2 id=\"id_2237942652\" style=\"text-align: start;\">Market Highs as Vindication</h2><p style=\"text-align: start;\">Last week, the president defended the market’s performance amid the Iran conflict, telling reporters he warned his office more than a year ago that confronting Iran would hurt stocks, but that the market has instead kept “hitting new records every day.” “Believe it or not, the stock market will go up,” he said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7acd4028e2b8ac40a48a9ebbebfd8d1\" tg-width=\"1356\" tg-height=\"279\"/></p><p><strong>Price Action: </strong>Intel’s shares closed 4.51% higher on Friday at $95.80 and climbed 0.09% in extended trading.</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>Trump Says He's Made \"Hundreds of Billions\" on Stocks, But Not for Himself: \"I Do This for Our Country\"</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\">\nTrump Says He's Made \"Hundreds of Billions\" on Stocks, But Not for Himself: \"I Do This for Our Country\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-07 15:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>President <strong>Donald Trump</strong> said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.</p><h2 id=\"id_1173756058\" style=\"text-align: start;\">‘I Do This for Our Country, Not Myself’</h2><p style=\"text-align: start;\">In a post on Truth Social, Trump said he does his trading for the country, not himself, and brushed off scrutiny from the Democrats.</p><p>“I’ve made Hundreds of Billions of Dollars on Stocks, and many other type Holdings, for the U.S.A., not myself,” he added.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1447cdc38809e3497a0804ddc365731a\" tg-width=\"295\" tg-height=\"566\"/></p><p>He also shared an AI generated image of himself sitting at the Resolute Desk surrounded by trading screens, one reading “BOUGHT: INTEL $20” and another showing the stock “NOW $95.”</p><h2 id=\"id_2066802946\" style=\"text-align: start;\">The Intel Bet That’s Paying Off</h2><p style=\"text-align: start;\">The Trump administration acquired a roughly 10% stake in <strong>Intel Corp. </strong>(NASDAQ:INTC) in August 2025, purchasing 433.3 million shares at $20.47 apiece, an $8.9 billion investment made at a discount to the then-market price.</p><p style=\"text-align: start;\">The company’s stock is up 143.27% so far this year and 291.34% over the past year.</p><p style=\"text-align: start;\">Trump’s personal trading and public comments on individual stocks have repeatedly drawn ethics criticism this year.</p><h2 id=\"id_1844735398\" style=\"text-align: start;\">Calls Grow to Ban Presidential Trading</h2><p style=\"text-align: start;\">Democrats have repeatedly pushed for legislation to ban officials from trading on the stock market entirely.</p><p style=\"text-align: start;\">Rep.<strong> Eugene Vindman</strong> (D-Va.) introduced legislation, the “Sell Your Stocks or Step Down Act,” that would ban the president, vice president and members of Congress from trading stocks, digital assets and prediction market contracts entirely.</p><p style=\"text-align: start;\">Trump’s companies generated more than $1.4 billion from crypto ventures in 2025, including over $520 million from World Liberty Financial token sales and more than $635 million from Official Trump memecoin royalties, according to his financial disclosure.</p><h2 id=\"id_2237942652\" style=\"text-align: start;\">Market Highs as Vindication</h2><p style=\"text-align: start;\">Last week, the president defended the market’s performance amid the Iran conflict, telling reporters he warned his office more than a year ago that confronting Iran would hurt stocks, but that the market has instead kept “hitting new records every day.” “Believe it or not, the stock market will go up,” he said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7acd4028e2b8ac40a48a9ebbebfd8d1\" tg-width=\"1356\" tg-height=\"279\"/></p><p><strong>Price Action: </strong>Intel’s shares closed 4.51% higher on Friday at $95.80 and climbed 0.09% in extended trading.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","INYY":"YieldMax INTC Option Income Strategy ETF","INTW":"2倍做多INTC ETF-GraniteShares","LINT":"Direxion Daily INTC Bull 2X ETF","INT":"2倍做多INTC ETF-Corgi"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196319960","content_text":"President Donald Trump said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.‘I Do This for Our Country, Not Myself’In a post on Truth Social, Trump said he does his trading for the country, not himself, and brushed off scrutiny from the Democrats.“I’ve made Hundreds of Billions of Dollars on Stocks, and many other type Holdings, for the U.S.A., not myself,” he added.He also shared an AI generated image of himself sitting at the Resolute Desk surrounded by trading screens, one reading “BOUGHT: INTEL $20” and another showing the stock “NOW $95.”The Intel Bet That’s Paying OffThe Trump administration acquired a roughly 10% stake in Intel Corp. (NASDAQ:INTC) in August 2025, purchasing 433.3 million shares at $20.47 apiece, an $8.9 billion investment made at a discount to the then-market price.The company’s stock is up 143.27% so far this year and 291.34% over the past year.Trump’s personal trading and public comments on individual stocks have repeatedly drawn ethics criticism this year.Calls Grow to Ban Presidential TradingDemocrats have repeatedly pushed for legislation to ban officials from trading on the stock market entirely.Rep. Eugene Vindman (D-Va.) introduced legislation, the “Sell Your Stocks or Step Down Act,” that would ban the president, vice president and members of Congress from trading stocks, digital assets and prediction market contracts entirely.Trump’s companies generated more than $1.4 billion from crypto ventures in 2025, including over $520 million from World Liberty Financial token sales and more than $635 million from Official Trump memecoin royalties, according to his financial disclosure.Market Highs as VindicationLast week, the president defended the market’s performance amid the Iran conflict, telling reporters he warned his office more than a year ago that confronting Iran would hurt stocks, but that the market has instead kept “hitting new records every day.” “Believe it or not, the stock market will go up,” he said.Price Action: Intel’s shares closed 4.51% higher on Friday at $95.80 and climbed 0.09% in extended trading.","news_type":1,"symbols_score_info":{"INT":0.6,"INTC":2,"INTW":0.6,"INYY":0.6,"LINT":0.6}},"isVote":1,"tweetType":1,"viewCount":1176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605047865439224,"gmtCreate":1788753751357,"gmtModify":1788753754498,"author":{"id":"4230126467342542","authorId":"4230126467342542","name":"Ancient One","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4230126467342542","authorIdStr":"4230126467342542"},"themes":[],"title":"","htmlText":"The objective of declaring AGI is to terminate certain agreements with Microsoft as AGI was one of the pre condition!","listText":"The objective of declaring AGI is to terminate certain agreements with Microsoft as AGI was one of the pre condition!","text":"The objective of declaring AGI is to terminate certain agreements with Microsoft as AGI was one of the pre condition!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/605047865439224","repostId":"1152877828","repostType":2,"repost":{"id":"1152877828","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1788753600,"share":"https://ttm.financial/m/news/1152877828?lang=en_US&edition=fundamental","pubTime":"2026-09-07 12:00","market":"us","language":"en","title":"Jensen Huang Says \"AGI Has Arrived\" With OpenAI's GPT-6 Astra, but Has It Really?","url":"https://stock-news.laohu8.com/highlight/detail?id=1152877828","media":"Benzinga Earnings","summary":"On Sunday, $Nvidia Corp(NVDA)$ (NASDAQ:NVDA) CEO Jensen Huang declared that artificial general intelligence has arrived with OpenAI’s GPT-6 Astra, but prominent AI critic Gary Marcus quickly pushed...","content":"<html><head></head><body><p>On Sunday, <strong><a href=\"https://laohu8.com/S/NVDA\">Nvidia Corp</a> </strong>(NASDAQ:NVDA) CEO <strong>Jensen Huang</strong> declared that artificial general intelligence has arrived with <strong>OpenAI’s GPT-6 Astra</strong>, but prominent AI critic <strong>Gary Marcus</strong> quickly pushed back.</p><h2 id=\"id_498060697\" style=\"text-align: start;\">Jensen Huang Declares AGI Has Arrived</h2><p style=\"text-align: start;\">Huang took to X and congratulated OpenAI on Astra.</p><p style=\"text-align: start;\">&#34;From ChatGPT to o1 to Astra in 4 years,&#34; Huang wrote. &#34;AGI has arrived. Congratulations @OpenAI team.&#34;</p><p>He also highlighted that Astra was trained using more than 100,000 Nvidia <strong>Grace Blackwell NVLink72</strong> systems. He added that another 400,000 Nvidia GPUs are coming online.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/72c22af2fca78dc0fce024d638872f90\" tg-width=\"820\" tg-height=\"587\"/></p><p>OpenAI has described Astra as its most intelligent and aligned model. The company said Astra scored 98% on <strong>FrontierMath Tier 4</strong>, 99.9% on <strong>ARC-AGI-3</strong> and 100% on <strong>ExploitBench</strong>.</p><h2 id=\"id_2460227184\" style=\"text-align: start;\">Gary Marcus Pushes Back</h2><p style=\"text-align: start;\">Marcus, an NYU professor and longtime AI skeptic, was far less convinced.</p><p style=\"text-align: start;\">&#34;Sad to see Jensen claim that AGI has arrived, with no evidence and no definitions,&#34; Marcus wrote.</p><p style=\"text-align: start;\">He argued that Astra still falls short under conventional definitions of AGI and warned that declaring victory without first agreeing on what AGI means &#34;simply muddies the waters.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/70a0ef5143e87933d02ef8cae273ac32\" tg-width=\"828\" tg-height=\"867\"/></p><p>OpenAI President <strong>Greg Brockman</strong> shared Huang’s post and said the company is &#34;now moving into the AGI era.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ecb18fee6c5275631dce39099180f6a9\" tg-width=\"824\" tg-height=\"744\"/></p><h2 id=\"id_1778848729\" style=\"text-align: start;\">Huang Has Been Calling AGI Here Since 2025</h2><p style=\"text-align: start;\">In March 2025, Huang said he believed AGI had already arrived during an appearance on the <strong>Lex Fridman</strong> Podcast. &#34;I think we’ve achieved AGI.&#34;</p><p>According to Stanford’s Institute for Human-Centered AI, AGI refers to AI that can learn, reason and apply knowledge across a broad range of tasks at a human level or beyond.</p><p style=\"text-align: start;\">Unlike narrow AI, AGI could adapt to unfamiliar situations. However, the concept remains debated because there is no universally accepted definition or test for AGI and ongoing safety and ethical concerns persist.</p><p style=\"text-align: start;\">During the podcast, Huang said his definition does not depend on whether the AI business remains successful.</p><p>In his view, an AI that creates a viral app, generates $1 billion in revenue and eventually shuts down could still qualify as AGI — similar to short-lived dot-com companies that nonetheless demonstrated real commercial success.</p><p style=\"text-align: start;\">At the 2023 New York Times DealBook Summit, Huang had said AGI could become a reality within five years. At the time, he defined AGI as a computer or software system capable of performing tasks that require human-level intelligence.</p><p><strong>Price Action:</strong> Nvidia shares closed at $230.36 on Friday, up 0.84%. The stock fell 0.38% to $229.49 in after-hours trading, according to Benzinga Pro.</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>Jensen Huang Says \"AGI Has Arrived\" With OpenAI's GPT-6 Astra, but Has It Really?</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\">\nJensen Huang Says \"AGI Has Arrived\" With OpenAI's GPT-6 Astra, but Has It Really?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-07 12:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>On Sunday, <strong><a href=\"https://laohu8.com/S/NVDA\">Nvidia Corp</a> </strong>(NASDAQ:NVDA) CEO <strong>Jensen Huang</strong> declared that artificial general intelligence has arrived with <strong>OpenAI’s GPT-6 Astra</strong>, but prominent AI critic <strong>Gary Marcus</strong> quickly pushed back.</p><h2 id=\"id_498060697\" style=\"text-align: start;\">Jensen Huang Declares AGI Has Arrived</h2><p style=\"text-align: start;\">Huang took to X and congratulated OpenAI on Astra.</p><p style=\"text-align: start;\">&#34;From ChatGPT to o1 to Astra in 4 years,&#34; Huang wrote. &#34;AGI has arrived. Congratulations @OpenAI team.&#34;</p><p>He also highlighted that Astra was trained using more than 100,000 Nvidia <strong>Grace Blackwell NVLink72</strong> systems. He added that another 400,000 Nvidia GPUs are coming online.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/72c22af2fca78dc0fce024d638872f90\" tg-width=\"820\" tg-height=\"587\"/></p><p>OpenAI has described Astra as its most intelligent and aligned model. The company said Astra scored 98% on <strong>FrontierMath Tier 4</strong>, 99.9% on <strong>ARC-AGI-3</strong> and 100% on <strong>ExploitBench</strong>.</p><h2 id=\"id_2460227184\" style=\"text-align: start;\">Gary Marcus Pushes Back</h2><p style=\"text-align: start;\">Marcus, an NYU professor and longtime AI skeptic, was far less convinced.</p><p style=\"text-align: start;\">&#34;Sad to see Jensen claim that AGI has arrived, with no evidence and no definitions,&#34; Marcus wrote.</p><p style=\"text-align: start;\">He argued that Astra still falls short under conventional definitions of AGI and warned that declaring victory without first agreeing on what AGI means &#34;simply muddies the waters.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/70a0ef5143e87933d02ef8cae273ac32\" tg-width=\"828\" tg-height=\"867\"/></p><p>OpenAI President <strong>Greg Brockman</strong> shared Huang’s post and said the company is &#34;now moving into the AGI era.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ecb18fee6c5275631dce39099180f6a9\" tg-width=\"824\" tg-height=\"744\"/></p><h2 id=\"id_1778848729\" style=\"text-align: start;\">Huang Has Been Calling AGI Here Since 2025</h2><p style=\"text-align: start;\">In March 2025, Huang said he believed AGI had already arrived during an appearance on the <strong>Lex Fridman</strong> Podcast. &#34;I think we’ve achieved AGI.&#34;</p><p>According to Stanford’s Institute for Human-Centered AI, AGI refers to AI that can learn, reason and apply knowledge across a broad range of tasks at a human level or beyond.</p><p style=\"text-align: start;\">Unlike narrow AI, AGI could adapt to unfamiliar situations. However, the concept remains debated because there is no universally accepted definition or test for AGI and ongoing safety and ethical concerns persist.</p><p style=\"text-align: start;\">During the podcast, Huang said his definition does not depend on whether the AI business remains successful.</p><p>In his view, an AI that creates a viral app, generates $1 billion in revenue and eventually shuts down could still qualify as AGI — similar to short-lived dot-com companies that nonetheless demonstrated real commercial success.</p><p style=\"text-align: start;\">At the 2023 New York Times DealBook Summit, Huang had said AGI could become a reality within five years. At the time, he defined AGI as a computer or software system capable of performing tasks that require human-level intelligence.</p><p><strong>Price Action:</strong> Nvidia shares closed at $230.36 on Friday, up 0.84%. The stock fell 0.38% to $229.49 in after-hours trading, according to Benzinga Pro.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDL":"2倍做多NVDA ETF-GraniteShares","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDU":"2倍做多NVDA ETF-Direxion","NVDW":"NVDA周配息ETF-Roundhill","07388":"南方两倍做空英伟达","NVDX":"2倍做多NVDA ETF-T-Rex","NVC":"Corgi NVDA 2x Daily ETF","NVDY":"NVDA期权收益策略ETF-YieldMax","ANV":"GraniteShares Autocallable NVDA ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","07788":"南方两倍做多英伟达","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDB":"ProShares Ultra NVDA ETF","NVDA":"英伟达","NVII":"Rex NVDA Growth & Income ETF","NVDD":"1倍做空NVDA ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152877828","content_text":"On Sunday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang declared that artificial general intelligence has arrived with OpenAI’s GPT-6 Astra, but prominent AI critic Gary Marcus quickly pushed back.Jensen Huang Declares AGI Has ArrivedHuang took to X and congratulated OpenAI on Astra.\"From ChatGPT to o1 to Astra in 4 years,\" Huang wrote. \"AGI has arrived. Congratulations @OpenAI team.\"He also highlighted that Astra was trained using more than 100,000 Nvidia Grace Blackwell NVLink72 systems. He added that another 400,000 Nvidia GPUs are coming online.OpenAI has described Astra as its most intelligent and aligned model. The company said Astra scored 98% on FrontierMath Tier 4, 99.9% on ARC-AGI-3 and 100% on ExploitBench.Gary Marcus Pushes BackMarcus, an NYU professor and longtime AI skeptic, was far less convinced.\"Sad to see Jensen claim that AGI has arrived, with no evidence and no definitions,\" Marcus wrote.He argued that Astra still falls short under conventional definitions of AGI and warned that declaring victory without first agreeing on what AGI means \"simply muddies the waters.\"OpenAI President Greg Brockman shared Huang’s post and said the company is \"now moving into the AGI era.\"Huang Has Been Calling AGI Here Since 2025In March 2025, Huang said he believed AGI had already arrived during an appearance on the Lex Fridman Podcast. \"I think we’ve achieved AGI.\"According to Stanford’s Institute for Human-Centered AI, AGI refers to AI that can learn, reason and apply knowledge across a broad range of tasks at a human level or beyond.Unlike narrow AI, AGI could adapt to unfamiliar situations. However, the concept remains debated because there is no universally accepted definition or test for AGI and ongoing safety and ethical concerns persist.During the podcast, Huang said his definition does not depend on whether the AI business remains successful.In his view, an AI that creates a viral app, generates $1 billion in revenue and eventually shuts down could still qualify as AGI — similar to short-lived dot-com companies that nonetheless demonstrated real commercial success.At the 2023 New York Times DealBook Summit, Huang had said AGI could become a reality within five years. At the time, he defined AGI as a computer or software system capable of performing tasks that require human-level intelligence.Price Action: Nvidia shares closed at $230.36 on Friday, up 0.84%. The stock fell 0.38% to $229.49 in after-hours trading, according to Benzinga Pro.","news_type":1,"symbols_score_info":{"NVDG":0.6,"07388":0.6,"NVDB":0.6,"NVDQ":0.6,"NVDO":0.6,"NVDD":0.6,"DIPS":0.6,"NVDS":0.6,"NVDU":0.6,"NVDA":2,"ANV":0.6,"NVC":0.6,"NVD":0.6,"NVDX":0.6,"NVII":0.6,"07788":0.6,"NVDY":0.6,"NVYY":0.6,"NVDW":0.6,"NVDL":0.6}},"isVote":1,"tweetType":1,"viewCount":2574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":604833502508016,"gmtCreate":1788701416212,"gmtModify":1788703009241,"author":{"id":"4177116098513712","authorId":"4177116098513712","name":"AbhishekC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4177116098513712","authorIdStr":"4177116098513712"},"themes":[],"title":"","htmlText":"Get","listText":"Get","text":"Get","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/604833502508016","repostId":"2665361210","repostType":2,"repost":{"id":"2665361210","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1788684228,"share":"https://ttm.financial/m/news/2665361210?lang=en_US&edition=fundamental","pubTime":"2026-09-06 16:43","market":"us","language":"en","title":"Gary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat","url":"https://stock-news.laohu8.com/highlight/detail?id=2665361210","media":"Benzinga Earnings","summary":"Gary Black says Tesla has achieved unsupervised autonomy but warns competition and a stretched valuation could pressure its stock.","content":"<html><body><p><strong>The Future Fund</strong> Managing Partner <strong>Gary Black</strong> said he has always believed <strong>Tesla Inc.</strong> (NASDAQ:TSLA) would “solve for unsupervised autonomy” with its Cybercab launch and flagged rising competition and stretched valuation, days after calling the Cybercab event “largely a bust.”</p>\n<h2>Rivals Close In On 1 Million Weekly Rides</h2>\n<p>In a Saturday post on X, Black said <strong><a href=\"https://laohu8.com/S/GGLAP\">Alphabet Inc.</a> </strong>(NASDAQ:GOOG) (NASDAQ:GOOGL),<strong> <a href=\"https://laohu8.com/S/09888\">Baidu</a> Inc.</strong> (NASDAQ:BIDU), <strong>Pony.ai Inc.</strong> (NASDAQ:PONY), <strong><a href=\"https://laohu8.com/S/WRDIF\">WeRide Inc.</a></strong> (NASDAQ:WRD) and <strong>Amazon.com Inc.</strong>‘s (NASDAQ:AMZN) <strong>ZOOX</strong> now combine for more than 1 million weekly paid unsupervised autonomous rides without safety monitors. “A handful of others would also achieve unsupervised autonomy within 18-24 months,” Black said, adding that his previous prediction “looks accurate.”</p>\n<figure><div>\n<blockquote><p dir=\"ltr\" lang=\"en\">I’ve said all along that $TSLA would solve for unsupervised autonomy, and with the launch of Cybercab it’s clear they have.  My caution has always been that a handful of others would also achieve unsupervised autonomy within 18-24 months and with $GOOG, $BIDU, $PONY, $WRD, and… pic.twitter.com/Zo0J1uLOfU</p>— Gary Black (@garyblack00) September 5, 2026</blockquote>\n</div></figure>\n<p>He expects “self-driving” to become the preferred option on <strong>Uber Technologies Inc.</strong> (NYSE:UBER) and rival ride-hailing apps as more providers enter the space.</p>\n<p>The competitive threat isn’t new. In late August, Black said Wall Street already assumes autonomy will “quickly become a commodity” once rivals catch up, rather than remain a Tesla-exclusive edge. At the time, Alphabet’s Waymo led the market with more than 500,000 weekly autonomous rides, well ahead of Tesla and Amazon-backed Zoox.</p>\n<h2>Valuation Remains the Real Sticking Point</h2>\n<p>Despite praising Tesla’s technology, Black’s caution centers on price, not performance. </p>\n<p>Tesla closed Friday with a 2026 price-to-earnings ratio of 213 times and a 2027 P/E ratio of 158 times. Based on Wall Street’s forecast of 35% long-term earnings growth, Black calculated that this translates to PEG ratios of 6.3 times and 4.4 times, respectively. The PEG ratio compares a company’s valuation with its expected growth.</p>\n<p>By comparison, the average “Mag 8” stock, excluding Tesla, trades at a PEG ratio of 2.7 times, he said. This suggests that Tesla’s premium is unusually high compared with its peers. That gap, Black noted, helps explain Tesla’s underperformance versus the Nasdaq 100 and S&amp;P 500 this year and over the past one, three and five years.</p>\n<h2>Three Questions That Will Decide Tesla’s Stock</h2>\n<p>Whether Tesla can outperform after lagging major indexes depends on three factors, Black said, how quickly Robotaxi scales into meaningful earnings, whether rivals commoditize autonomy as happened in EVs from 2021-2023, and Robotaxi’s safety profile as it expands beyond geofenced Austin to other U.S. cities, Europe and Asia.</p>\n<p>In the same post, Black said he’d rather see those three questions answered than face criticism from Tesla bulls. “Let’s move the discussion forward,” he said.</p>\n<p>Earlier, after CEO <strong>Elon Musk</strong> touted the Cybercab’s rare-earth-free motor as a major engineering feat, calling it “extremely hard to achieve,” Black said key deployment details, including planned vehicle numbers, went unanswered at the event.</p>\n<p>The safety concerns Black raised are already being put to the test. The National Highway Traffic Safety Administration has opened an audit inquiry into Tesla’s certification that the Cybercab meets federal safety standards, citing the vehicle’s lack of a steering wheel, pedals and mirrors.</p>\n<h2><strong>Trading Metrics</strong></h2>\n<p>Tesla has a market capitalization of $1.39 trillion, a 52-week high of $498.83 and a 52-week low of $297.38.</p>\n<p>The large-cap automotive stock is down 21.27% year-to-date.</p>\n<p><strong>Benzinga’s Edge Stock Rankings</strong> indicate that Tesla stock is showing short-term gains, while its medium- and long-term trends remain negative.</p>\n<figure><img decoding=\"async\" height=\"242\" loading=\"lazy\" sizes=\"(max-width: 405px) 100vw, 405px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131.png 405w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131-300x179.png 300w\" width=\"405\"/></figure>\n<p><strong><em>Disclaimer:</em></strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>\n<div>\n<p>\n<strong>\nRead Also:\n\nAI Adoption Spreads Beyond Tech as Finance, Manufacturing Businesses Race to Catch Up\n</strong>\n</p>\n</div>\n<p><em>Photo courtesy: Rokas Tenys on Shutterstock.com</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat</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\">\nGary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-06 16:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong>The Future Fund</strong> Managing Partner <strong>Gary Black</strong> said he has always believed <strong>Tesla Inc.</strong> (NASDAQ:TSLA) would “solve for unsupervised autonomy” with its Cybercab launch and flagged rising competition and stretched valuation, days after calling the Cybercab event “largely a bust.”</p>\n<h2>Rivals Close In On 1 Million Weekly Rides</h2>\n<p>In a Saturday post on X, Black said <strong><a href=\"https://laohu8.com/S/GGLAP\">Alphabet Inc.</a> </strong>(NASDAQ:GOOG) (NASDAQ:GOOGL),<strong> <a href=\"https://laohu8.com/S/09888\">Baidu</a> Inc.</strong> (NASDAQ:BIDU), <strong>Pony.ai Inc.</strong> (NASDAQ:PONY), <strong><a href=\"https://laohu8.com/S/WRDIF\">WeRide Inc.</a></strong> (NASDAQ:WRD) and <strong>Amazon.com Inc.</strong>‘s (NASDAQ:AMZN) <strong>ZOOX</strong> now combine for more than 1 million weekly paid unsupervised autonomous rides without safety monitors. “A handful of others would also achieve unsupervised autonomy within 18-24 months,” Black said, adding that his previous prediction “looks accurate.”</p>\n<figure><div>\n<blockquote><p dir=\"ltr\" lang=\"en\">I’ve said all along that $TSLA would solve for unsupervised autonomy, and with the launch of Cybercab it’s clear they have.  My caution has always been that a handful of others would also achieve unsupervised autonomy within 18-24 months and with $GOOG, $BIDU, $PONY, $WRD, and… pic.twitter.com/Zo0J1uLOfU</p>— Gary Black (@garyblack00) September 5, 2026</blockquote>\n</div></figure>\n<p>He expects “self-driving” to become the preferred option on <strong>Uber Technologies Inc.</strong> (NYSE:UBER) and rival ride-hailing apps as more providers enter the space.</p>\n<p>The competitive threat isn’t new. In late August, Black said Wall Street already assumes autonomy will “quickly become a commodity” once rivals catch up, rather than remain a Tesla-exclusive edge. At the time, Alphabet’s Waymo led the market with more than 500,000 weekly autonomous rides, well ahead of Tesla and Amazon-backed Zoox.</p>\n<h2>Valuation Remains the Real Sticking Point</h2>\n<p>Despite praising Tesla’s technology, Black’s caution centers on price, not performance. </p>\n<p>Tesla closed Friday with a 2026 price-to-earnings ratio of 213 times and a 2027 P/E ratio of 158 times. Based on Wall Street’s forecast of 35% long-term earnings growth, Black calculated that this translates to PEG ratios of 6.3 times and 4.4 times, respectively. The PEG ratio compares a company’s valuation with its expected growth.</p>\n<p>By comparison, the average “Mag 8” stock, excluding Tesla, trades at a PEG ratio of 2.7 times, he said. This suggests that Tesla’s premium is unusually high compared with its peers. That gap, Black noted, helps explain Tesla’s underperformance versus the Nasdaq 100 and S&amp;P 500 this year and over the past one, three and five years.</p>\n<h2>Three Questions That Will Decide Tesla’s Stock</h2>\n<p>Whether Tesla can outperform after lagging major indexes depends on three factors, Black said, how quickly Robotaxi scales into meaningful earnings, whether rivals commoditize autonomy as happened in EVs from 2021-2023, and Robotaxi’s safety profile as it expands beyond geofenced Austin to other U.S. cities, Europe and Asia.</p>\n<p>In the same post, Black said he’d rather see those three questions answered than face criticism from Tesla bulls. “Let’s move the discussion forward,” he said.</p>\n<p>Earlier, after CEO <strong>Elon Musk</strong> touted the Cybercab’s rare-earth-free motor as a major engineering feat, calling it “extremely hard to achieve,” Black said key deployment details, including planned vehicle numbers, went unanswered at the event.</p>\n<p>The safety concerns Black raised are already being put to the test. The National Highway Traffic Safety Administration has opened an audit inquiry into Tesla’s certification that the Cybercab meets federal safety standards, citing the vehicle’s lack of a steering wheel, pedals and mirrors.</p>\n<h2><strong>Trading Metrics</strong></h2>\n<p>Tesla has a market capitalization of $1.39 trillion, a 52-week high of $498.83 and a 52-week low of $297.38.</p>\n<p>The large-cap automotive stock is down 21.27% year-to-date.</p>\n<p><strong>Benzinga’s Edge Stock Rankings</strong> indicate that Tesla stock is showing short-term gains, while its medium- and long-term trends remain negative.</p>\n<figure><img decoding=\"async\" height=\"242\" loading=\"lazy\" sizes=\"(max-width: 405px) 100vw, 405px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131.png 405w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131-300x179.png 300w\" width=\"405\"/></figure>\n<p><strong><em>Disclaimer:</em></strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>\n<div>\n<p>\n<strong>\nRead Also:\n\nAI Adoption Spreads Beyond Tech as Finance, Manufacturing Businesses Race to Catch Up\n</strong>\n</p>\n</div>\n<p><em>Photo courtesy: Rokas Tenys on Shutterstock.com</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","TSLQ":"2倍做空TSLA ETF-Tradr","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4592":"伊斯兰概念","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","TSLR":"2倍做多TSLA ETF-GraniteShares","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","TSLS":"1倍做空TSLA ETF-Direxion","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4548":"巴美列捷福持仓","TSLT":"2倍做多TSLA ETF-T-Rex","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","07366":"南方两倍做空特斯拉","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - 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(NASDAQ:TSLA) would “solve for unsupervised autonomy” with its Cybercab launch and flagged rising competition and stretched valuation, days after calling the Cybercab event “largely a bust.”\nRivals Close In On 1 Million Weekly Rides\nIn a Saturday post on X, Black said Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), Baidu Inc. (NASDAQ:BIDU), Pony.ai Inc. (NASDAQ:PONY), WeRide Inc. (NASDAQ:WRD) and Amazon.com Inc.‘s (NASDAQ:AMZN) ZOOX now combine for more than 1 million weekly paid unsupervised autonomous rides without safety monitors. “A handful of others would also achieve unsupervised autonomy within 18-24 months,” Black said, adding that his previous prediction “looks accurate.”\n\nI’ve said all along that $TSLA would solve for unsupervised autonomy, and with the launch of Cybercab it’s clear they have.  My caution has always been that a handful of others would also achieve unsupervised autonomy within 18-24 months and with $GOOG, $BIDU, $PONY, $WRD, and… pic.twitter.com/Zo0J1uLOfU— Gary Black (@garyblack00) September 5, 2026\n\nHe expects “self-driving” to become the preferred option on Uber Technologies Inc. (NYSE:UBER) and rival ride-hailing apps as more providers enter the space.\nThe competitive threat isn’t new. In late August, Black said Wall Street already assumes autonomy will “quickly become a commodity” once rivals catch up, rather than remain a Tesla-exclusive edge. At the time, Alphabet’s Waymo led the market with more than 500,000 weekly autonomous rides, well ahead of Tesla and Amazon-backed Zoox.\nValuation Remains the Real Sticking Point\nDespite praising Tesla’s technology, Black’s caution centers on price, not performance. \nTesla closed Friday with a 2026 price-to-earnings ratio of 213 times and a 2027 P/E ratio of 158 times. Based on Wall Street’s forecast of 35% long-term earnings growth, Black calculated that this translates to PEG ratios of 6.3 times and 4.4 times, respectively. The PEG ratio compares a company’s valuation with its expected growth.\nBy comparison, the average “Mag 8” stock, excluding Tesla, trades at a PEG ratio of 2.7 times, he said. This suggests that Tesla’s premium is unusually high compared with its peers. That gap, Black noted, helps explain Tesla’s underperformance versus the Nasdaq 100 and S&P 500 this year and over the past one, three and five years.\nThree Questions That Will Decide Tesla’s Stock\nWhether Tesla can outperform after lagging major indexes depends on three factors, Black said, how quickly Robotaxi scales into meaningful earnings, whether rivals commoditize autonomy as happened in EVs from 2021-2023, and Robotaxi’s safety profile as it expands beyond geofenced Austin to other U.S. cities, Europe and Asia.\nIn the same post, Black said he’d rather see those three questions answered than face criticism from Tesla bulls. “Let’s move the discussion forward,” he said.\nEarlier, after CEO Elon Musk touted the Cybercab’s rare-earth-free motor as a major engineering feat, calling it “extremely hard to achieve,” Black said key deployment details, including planned vehicle numbers, went unanswered at the event.\nThe safety concerns Black raised are already being put to the test. The National Highway Traffic Safety Administration has opened an audit inquiry into Tesla’s certification that the Cybercab meets federal safety standards, citing the vehicle’s lack of a steering wheel, pedals and mirrors.\nTrading Metrics\nTesla has a market capitalization of $1.39 trillion, a 52-week high of $498.83 and a 52-week low of $297.38.\nThe large-cap automotive stock is down 21.27% year-to-date.\nBenzinga’s Edge Stock Rankings indicate that Tesla stock is showing short-term gains, while its medium- and long-term trends remain negative.\n\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\n\n\n\nRead Also:\n\nAI Adoption Spreads Beyond Tech as Finance, Manufacturing Businesses Race to Catch Up\n\n\n\nPhoto courtesy: Rokas Tenys on Shutterstock.com","news_type":1,"symbols_score_info":{"TSLP":0.6,"TESC":0.6,"TSLW":0.6,"07366":0.6,"TESL":0.6,"TSLQ":0.6,"TSLY":0.6,"TSL":0.6,"TSLG":0.6,"TSDD":0.6,"TSLL":0.6,"SMOG":0.6,"07766":0.6,"TSLS":0.6,"TSLT":0.6,"CRSH":0.6,"ELOL":0.6,"TSLI":0.6,"TSLA":1.97,"09366":0.6,"FDRV":0.6,"09766":0.6,"TSLO":0.6,"TSYY":0.6,"LIT":0.6,"WATS":0.6,"TSLR":0.6,"STSLAmain":0.6,"WANT":0.6,"IDRV":0.6,"TEST":0.6,"TSII":0.6,"TLA":0.6,"TSLZ":0.6}},"isVote":1,"tweetType":1,"viewCount":1278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":604833387471936,"gmtCreate":1788701389267,"gmtModify":1788703002491,"author":{"id":"4177116098513712","authorId":"4177116098513712","name":"AbhishekC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4177116098513712","authorIdStr":"4177116098513712"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/604833387471936","repostId":"2665361210","repostType":2,"repost":{"id":"2665361210","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1788684228,"share":"https://ttm.financial/m/news/2665361210?lang=en_US&edition=fundamental","pubTime":"2026-09-06 16:43","market":"us","language":"en","title":"Gary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat","url":"https://stock-news.laohu8.com/highlight/detail?id=2665361210","media":"Benzinga Earnings","summary":"Gary Black says Tesla has achieved unsupervised autonomy but warns competition and a stretched valuation could pressure its stock.","content":"<html><body><p><strong>The Future Fund</strong> Managing Partner <strong>Gary Black</strong> said he has always believed <strong>Tesla Inc.</strong> (NASDAQ:TSLA) would “solve for unsupervised autonomy” with its Cybercab launch and flagged rising competition and stretched valuation, days after calling the Cybercab event “largely a bust.”</p>\n<h2>Rivals Close In On 1 Million Weekly Rides</h2>\n<p>In a Saturday post on X, Black said <strong><a href=\"https://laohu8.com/S/GGLAP\">Alphabet Inc.</a> </strong>(NASDAQ:GOOG) (NASDAQ:GOOGL),<strong> <a href=\"https://laohu8.com/S/09888\">Baidu</a> Inc.</strong> (NASDAQ:BIDU), <strong>Pony.ai Inc.</strong> (NASDAQ:PONY), <strong><a href=\"https://laohu8.com/S/WRDIF\">WeRide Inc.</a></strong> (NASDAQ:WRD) and <strong>Amazon.com Inc.</strong>‘s (NASDAQ:AMZN) <strong>ZOOX</strong> now combine for more than 1 million weekly paid unsupervised autonomous rides without safety monitors. “A handful of others would also achieve unsupervised autonomy within 18-24 months,” Black said, adding that his previous prediction “looks accurate.”</p>\n<figure><div>\n<blockquote><p dir=\"ltr\" lang=\"en\">I’ve said all along that $TSLA would solve for unsupervised autonomy, and with the launch of Cybercab it’s clear they have.  My caution has always been that a handful of others would also achieve unsupervised autonomy within 18-24 months and with $GOOG, $BIDU, $PONY, $WRD, and… pic.twitter.com/Zo0J1uLOfU</p>— Gary Black (@garyblack00) September 5, 2026</blockquote>\n</div></figure>\n<p>He expects “self-driving” to become the preferred option on <strong>Uber Technologies Inc.</strong> (NYSE:UBER) and rival ride-hailing apps as more providers enter the space.</p>\n<p>The competitive threat isn’t new. In late August, Black said Wall Street already assumes autonomy will “quickly become a commodity” once rivals catch up, rather than remain a Tesla-exclusive edge. At the time, Alphabet’s Waymo led the market with more than 500,000 weekly autonomous rides, well ahead of Tesla and Amazon-backed Zoox.</p>\n<h2>Valuation Remains the Real Sticking Point</h2>\n<p>Despite praising Tesla’s technology, Black’s caution centers on price, not performance. </p>\n<p>Tesla closed Friday with a 2026 price-to-earnings ratio of 213 times and a 2027 P/E ratio of 158 times. Based on Wall Street’s forecast of 35% long-term earnings growth, Black calculated that this translates to PEG ratios of 6.3 times and 4.4 times, respectively. The PEG ratio compares a company’s valuation with its expected growth.</p>\n<p>By comparison, the average “Mag 8” stock, excluding Tesla, trades at a PEG ratio of 2.7 times, he said. This suggests that Tesla’s premium is unusually high compared with its peers. That gap, Black noted, helps explain Tesla’s underperformance versus the Nasdaq 100 and S&amp;P 500 this year and over the past one, three and five years.</p>\n<h2>Three Questions That Will Decide Tesla’s Stock</h2>\n<p>Whether Tesla can outperform after lagging major indexes depends on three factors, Black said, how quickly Robotaxi scales into meaningful earnings, whether rivals commoditize autonomy as happened in EVs from 2021-2023, and Robotaxi’s safety profile as it expands beyond geofenced Austin to other U.S. cities, Europe and Asia.</p>\n<p>In the same post, Black said he’d rather see those three questions answered than face criticism from Tesla bulls. “Let’s move the discussion forward,” he said.</p>\n<p>Earlier, after CEO <strong>Elon Musk</strong> touted the Cybercab’s rare-earth-free motor as a major engineering feat, calling it “extremely hard to achieve,” Black said key deployment details, including planned vehicle numbers, went unanswered at the event.</p>\n<p>The safety concerns Black raised are already being put to the test. The National Highway Traffic Safety Administration has opened an audit inquiry into Tesla’s certification that the Cybercab meets federal safety standards, citing the vehicle’s lack of a steering wheel, pedals and mirrors.</p>\n<h2><strong>Trading Metrics</strong></h2>\n<p>Tesla has a market capitalization of $1.39 trillion, a 52-week high of $498.83 and a 52-week low of $297.38.</p>\n<p>The large-cap automotive stock is down 21.27% year-to-date.</p>\n<p><strong>Benzinga’s Edge Stock Rankings</strong> indicate that Tesla stock is showing short-term gains, while its medium- and long-term trends remain negative.</p>\n<figure><img decoding=\"async\" height=\"242\" loading=\"lazy\" sizes=\"(max-width: 405px) 100vw, 405px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131.png 405w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131-300x179.png 300w\" width=\"405\"/></figure>\n<p><strong><em>Disclaimer:</em></strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>\n<div>\n<p>\n<strong>\nRead Also:\n\nAI Adoption Spreads Beyond Tech as Finance, Manufacturing Businesses Race to Catch Up\n</strong>\n</p>\n</div>\n<p><em>Photo courtesy: Rokas Tenys on Shutterstock.com</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-06 16:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong>The Future Fund</strong> Managing Partner <strong>Gary Black</strong> said he has always believed <strong>Tesla Inc.</strong> (NASDAQ:TSLA) would “solve for unsupervised autonomy” with its Cybercab launch and flagged rising competition and stretched valuation, days after calling the Cybercab event “largely a bust.”</p>\n<h2>Rivals Close In On 1 Million Weekly Rides</h2>\n<p>In a Saturday post on X, Black said <strong><a href=\"https://laohu8.com/S/GGLAP\">Alphabet Inc.</a> </strong>(NASDAQ:GOOG) (NASDAQ:GOOGL),<strong> <a href=\"https://laohu8.com/S/09888\">Baidu</a> Inc.</strong> (NASDAQ:BIDU), <strong>Pony.ai Inc.</strong> (NASDAQ:PONY), <strong><a href=\"https://laohu8.com/S/WRDIF\">WeRide Inc.</a></strong> (NASDAQ:WRD) and <strong>Amazon.com Inc.</strong>‘s (NASDAQ:AMZN) <strong>ZOOX</strong> now combine for more than 1 million weekly paid unsupervised autonomous rides without safety monitors. “A handful of others would also achieve unsupervised autonomy within 18-24 months,” Black said, adding that his previous prediction “looks accurate.”</p>\n<figure><div>\n<blockquote><p dir=\"ltr\" lang=\"en\">I’ve said all along that $TSLA would solve for unsupervised autonomy, and with the launch of Cybercab it’s clear they have.  My caution has always been that a handful of others would also achieve unsupervised autonomy within 18-24 months and with $GOOG, $BIDU, $PONY, $WRD, and… pic.twitter.com/Zo0J1uLOfU</p>— Gary Black (@garyblack00) September 5, 2026</blockquote>\n</div></figure>\n<p>He expects “self-driving” to become the preferred option on <strong>Uber Technologies Inc.</strong> (NYSE:UBER) and rival ride-hailing apps as more providers enter the space.</p>\n<p>The competitive threat isn’t new. In late August, Black said Wall Street already assumes autonomy will “quickly become a commodity” once rivals catch up, rather than remain a Tesla-exclusive edge. At the time, Alphabet’s Waymo led the market with more than 500,000 weekly autonomous rides, well ahead of Tesla and Amazon-backed Zoox.</p>\n<h2>Valuation Remains the Real Sticking Point</h2>\n<p>Despite praising Tesla’s technology, Black’s caution centers on price, not performance. </p>\n<p>Tesla closed Friday with a 2026 price-to-earnings ratio of 213 times and a 2027 P/E ratio of 158 times. Based on Wall Street’s forecast of 35% long-term earnings growth, Black calculated that this translates to PEG ratios of 6.3 times and 4.4 times, respectively. The PEG ratio compares a company’s valuation with its expected growth.</p>\n<p>By comparison, the average “Mag 8” stock, excluding Tesla, trades at a PEG ratio of 2.7 times, he said. This suggests that Tesla’s premium is unusually high compared with its peers. That gap, Black noted, helps explain Tesla’s underperformance versus the Nasdaq 100 and S&amp;P 500 this year and over the past one, three and five years.</p>\n<h2>Three Questions That Will Decide Tesla’s Stock</h2>\n<p>Whether Tesla can outperform after lagging major indexes depends on three factors, Black said, how quickly Robotaxi scales into meaningful earnings, whether rivals commoditize autonomy as happened in EVs from 2021-2023, and Robotaxi’s safety profile as it expands beyond geofenced Austin to other U.S. cities, Europe and Asia.</p>\n<p>In the same post, Black said he’d rather see those three questions answered than face criticism from Tesla bulls. “Let’s move the discussion forward,” he said.</p>\n<p>Earlier, after CEO <strong>Elon Musk</strong> touted the Cybercab’s rare-earth-free motor as a major engineering feat, calling it “extremely hard to achieve,” Black said key deployment details, including planned vehicle numbers, went unanswered at the event.</p>\n<p>The safety concerns Black raised are already being put to the test. The National Highway Traffic Safety Administration has opened an audit inquiry into Tesla’s certification that the Cybercab meets federal safety standards, citing the vehicle’s lack of a steering wheel, pedals and mirrors.</p>\n<h2><strong>Trading Metrics</strong></h2>\n<p>Tesla has a market capitalization of $1.39 trillion, a 52-week high of $498.83 and a 52-week low of $297.38.</p>\n<p>The large-cap automotive stock is down 21.27% year-to-date.</p>\n<p><strong>Benzinga’s Edge Stock Rankings</strong> indicate that Tesla stock is showing short-term gains, while its medium- and long-term trends remain negative.</p>\n<figure><img decoding=\"async\" height=\"242\" loading=\"lazy\" sizes=\"(max-width: 405px) 100vw, 405px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131.png 405w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131-300x179.png 300w\" width=\"405\"/></figure>\n<p><strong><em>Disclaimer:</em></strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>\n<div>\n<p>\n<strong>\nRead Also:\n\nAI Adoption Spreads Beyond Tech as Finance, Manufacturing Businesses Race to Catch Up\n</strong>\n</p>\n</div>\n<p><em>Photo courtesy: Rokas Tenys on Shutterstock.com</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","TSLQ":"2倍做空TSLA ETF-Tradr","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4592":"伊斯兰概念","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","TSLR":"2倍做多TSLA ETF-GraniteShares","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","TSLS":"1倍做空TSLA ETF-Direxion","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4548":"巴美列捷福持仓","TSLT":"2倍做多TSLA ETF-T-Rex","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","07366":"南方两倍做空特斯拉","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - 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(NASDAQ:TSLA) would “solve for unsupervised autonomy” with its Cybercab launch and flagged rising competition and stretched valuation, days after calling the Cybercab event “largely a bust.”\nRivals Close In On 1 Million Weekly Rides\nIn a Saturday post on X, Black said Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), Baidu Inc. (NASDAQ:BIDU), Pony.ai Inc. (NASDAQ:PONY), WeRide Inc. (NASDAQ:WRD) and Amazon.com Inc.‘s (NASDAQ:AMZN) ZOOX now combine for more than 1 million weekly paid unsupervised autonomous rides without safety monitors. “A handful of others would also achieve unsupervised autonomy within 18-24 months,” Black said, adding that his previous prediction “looks accurate.”\n\nI’ve said all along that $TSLA would solve for unsupervised autonomy, and with the launch of Cybercab it’s clear they have.  My caution has always been that a handful of others would also achieve unsupervised autonomy within 18-24 months and with $GOOG, $BIDU, $PONY, $WRD, and… pic.twitter.com/Zo0J1uLOfU— Gary Black (@garyblack00) September 5, 2026\n\nHe expects “self-driving” to become the preferred option on Uber Technologies Inc. (NYSE:UBER) and rival ride-hailing apps as more providers enter the space.\nThe competitive threat isn’t new. In late August, Black said Wall Street already assumes autonomy will “quickly become a commodity” once rivals catch up, rather than remain a Tesla-exclusive edge. At the time, Alphabet’s Waymo led the market with more than 500,000 weekly autonomous rides, well ahead of Tesla and Amazon-backed Zoox.\nValuation Remains the Real Sticking Point\nDespite praising Tesla’s technology, Black’s caution centers on price, not performance. \nTesla closed Friday with a 2026 price-to-earnings ratio of 213 times and a 2027 P/E ratio of 158 times. Based on Wall Street’s forecast of 35% long-term earnings growth, Black calculated that this translates to PEG ratios of 6.3 times and 4.4 times, respectively. The PEG ratio compares a company’s valuation with its expected growth.\nBy comparison, the average “Mag 8” stock, excluding Tesla, trades at a PEG ratio of 2.7 times, he said. This suggests that Tesla’s premium is unusually high compared with its peers. That gap, Black noted, helps explain Tesla’s underperformance versus the Nasdaq 100 and S&P 500 this year and over the past one, three and five years.\nThree Questions That Will Decide Tesla’s Stock\nWhether Tesla can outperform after lagging major indexes depends on three factors, Black said, how quickly Robotaxi scales into meaningful earnings, whether rivals commoditize autonomy as happened in EVs from 2021-2023, and Robotaxi’s safety profile as it expands beyond geofenced Austin to other U.S. cities, Europe and Asia.\nIn the same post, Black said he’d rather see those three questions answered than face criticism from Tesla bulls. “Let’s move the discussion forward,” he said.\nEarlier, after CEO Elon Musk touted the Cybercab’s rare-earth-free motor as a major engineering feat, calling it “extremely hard to achieve,” Black said key deployment details, including planned vehicle numbers, went unanswered at the event.\nThe safety concerns Black raised are already being put to the test. The National Highway Traffic Safety Administration has opened an audit inquiry into Tesla’s certification that the Cybercab meets federal safety standards, citing the vehicle’s lack of a steering wheel, pedals and mirrors.\nTrading Metrics\nTesla has a market capitalization of $1.39 trillion, a 52-week high of $498.83 and a 52-week low of $297.38.\nThe large-cap automotive stock is down 21.27% year-to-date.\nBenzinga’s Edge Stock Rankings indicate that Tesla stock is showing short-term gains, while its medium- and long-term trends remain negative.\n\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\n\n\n\nRead Also:\n\nAI Adoption Spreads Beyond Tech as Finance, Manufacturing Businesses Race to Catch Up\n\n\n\nPhoto courtesy: Rokas Tenys on Shutterstock.com","news_type":1,"symbols_score_info":{"TSLP":0.6,"TESC":0.6,"TSLW":0.6,"07366":0.6,"TESL":0.6,"TSLQ":0.6,"TSLY":0.6,"TSL":0.6,"TSLG":0.6,"TSDD":0.6,"TSLL":0.6,"SMOG":0.6,"07766":0.6,"TSLS":0.6,"TSLT":0.6,"CRSH":0.6,"ELOL":0.6,"TSLI":0.6,"TSLA":1.97,"09366":0.6,"FDRV":0.6,"09766":0.6,"TSLO":0.6,"TSYY":0.6,"LIT":0.6,"WATS":0.6,"TSLR":0.6,"STSLAmain":0.6,"WANT":0.6,"IDRV":0.6,"TEST":0.6,"TSII":0.6,"TLA":0.6,"TSLZ":0.6}},"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":602175356924736,"gmtCreate":1788052454224,"gmtModify":1788054638934,"author":{"id":"3576140222331577","authorId":"3576140222331577","name":"Guavaxf3006","avatar":"https://static.tigerbbs.com/1ff15ff6aa254c9130f9af922f7e2447","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576140222331577","authorIdStr":"3576140222331577"},"themes":[],"title":"","htmlText":"Google deal has promise, for sure. But it is a pull from Nividia and the entire AI movement that excites even more.&nbsp; Jensen Huang has already pumped in a few billions into Marvell (and other AI support companies). And his interview with CNBC post-results announcement, he even said his big regret was not putting in more.&nbsp; If his confidence is not misplaced, Marvell could very well be worth a trillion dollars before not too long. That's more 5x from here. How not to take a position now?","listText":"Google deal has promise, for sure. But it is a pull from Nividia and the entire AI movement that excites even more.&nbsp; Jensen Huang has already pumped in a few billions into Marvell (and other AI support companies). And his interview with CNBC post-results announcement, he even said his big regret was not putting in more.&nbsp; If his confidence is not misplaced, Marvell could very well be worth a trillion dollars before not too long. That's more 5x from here. How not to take a position now?","text":"Google deal has promise, for sure. But it is a pull from Nividia and the entire AI movement that excites even more. Jensen Huang has already pumped in a few billions into Marvell (and other AI support companies). And his interview with CNBC post-results announcement, he even said his big regret was not putting in more. If his confidence is not misplaced, Marvell could very well be worth a trillion dollars before not too long. That's more 5x from here. How not to take a position now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/602175356924736","repostId":"2662094440","repostType":2,"repost":{"id":"2662094440","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1787930467,"share":"https://ttm.financial/m/news/2662094440?lang=en_US&edition=fundamental","pubTime":"2026-08-28 23:21","market":"us","language":"en","title":"Marvell CEO Calls Google AI Revenue Opportunity a 'Monster Number'","url":"https://stock-news.laohu8.com/highlight/detail?id=2662094440","media":"Benzinga Earnings","summary":"Marvell CEO says Google&#39;s AI deal is a &#34;monster number&#34; and signals Wall Street may be underestimating the company&#39;s AI growth.","content":"<html><body><p>Investors are asking the wrong question about the company’s landmark <strong>Google</strong> agreement, according to <strong>Marvell Technology Inc.</strong> (NASDAQ:MRVL) CEO <strong>Matt Murphy</strong>.</p>\n<p>Analysts spent much of Thursday’s earnings call trying to quantify how much revenue Google’s newly disclosed commercial agreement could generate. Murphy’s answer wasn’t a number. Instead, it was a signal: Wall Street’s existing models may already be too low.</p>\n<p>“If you took the full performance and the full opportunity, then you’re right. It’s just a monster number.”</p>\n<p>The remark captured what may have been the call’s biggest takeaway—not that <strong>Alphabet Inc</strong>‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google represents another large AI customer, but that Marvell believes the agreement materially expands the company’s long-term earnings power.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nMarvell Technology Stock Slides: Data Center Strength Overshadowed by Valuation Concerns\n</strong>\n</p>\n</div>\n<h2>Marvell Says Google’s AI Opportunity Extends Well Beyond Current Forecasts</h2>\n<p>The discussion began after analysts noted that Google’s agreement, which carries the potential for up to $120 billion in cumulative revenue over six-and-a-half years if performance milestones are achieved, implies roughly $18 billion in annual revenue at peak.</p>\n<p>Murphy didn’t challenge the arithmetic.</p>\n<p>“When you look at the scale of this, your math is not wrong.”</p>\n<p>Instead, he cautioned that the timing matters. Management said much of the revenue expected next year is already reflected in guidance, as several programs are underway. The larger acceleration, Murphy said, comes later.</p>\n<p>“The big impact would be in ’29 and beyond.”</p>\n<p>That distinction matters because it shifts the conversation away from next year’s earnings and toward Marvell’s longer-term AI revenue trajectory.</p>\n<h2>Marvell’s Google Deal Is Bigger Than One AI Chip Program</h2>\n<p>Murphy also pushed back on the idea that investors should view the agreement as a single custom silicon win.</p>\n<p>According to management, the Google relationship spans inference accelerators, networking interface cards (NICs), storage controllers, memory interface controllers, near-memory compute and the company’s XPU attach portfolio.</p>\n<p>“It’s a number of products and product lines,” Murphy said, describing the engagement as “very broad-based.”</p>\n<p>That breadth helps explain why Murphy repeatedly suggested analysts may still be underestimating the opportunity.</p>\n<p>“Beyond whatever you’ve modeled previously… custom numbers definitely go higher.”</p>\n<p>He went even further, saying Marvell’s custom AI business would become “a lot larger than anybody’s been modeling so far.”</p>\n<p>While Murphy declined to provide updated long-term revenue targets ahead of Marvell’s Investor Day, he indicated the company plans to present a more detailed roadmap extending through the end of the decade.</p>\n<h2>What Investors Should Watch Next</h2>\n<p>The immediate story isn’t whether Google’s agreement eventually reaches its maximum revenue potential—management deliberately avoided making that prediction. </p>\n<p>The more important signal is that Marvell is framing the deal as evidence that its position in AI infrastructure has expanded beyond what current consensus models reflect. </p>\n<p>Investors will now be looking to the company’s upcoming Investor Day, where management has promised to quantify that opportunity and explain how Google’s agreement fits into Marvell’s broader AI growth strategy.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nBill Gates AI Warning Meets Nvidia's AI Financing Push\n</strong>\n</p>\n</div>\n<p><em>Image via Shutterstock</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Marvell CEO Calls Google AI Revenue Opportunity a 'Monster Number'</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\">\nMarvell CEO Calls Google AI Revenue Opportunity a 'Monster Number'\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-28 23:21</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Investors are asking the wrong question about the company’s landmark <strong>Google</strong> agreement, according to <strong>Marvell Technology Inc.</strong> (NASDAQ:MRVL) CEO <strong>Matt Murphy</strong>.</p>\n<p>Analysts spent much of Thursday’s earnings call trying to quantify how much revenue Google’s newly disclosed commercial agreement could generate. Murphy’s answer wasn’t a number. Instead, it was a signal: Wall Street’s existing models may already be too low.</p>\n<p>“If you took the full performance and the full opportunity, then you’re right. It’s just a monster number.”</p>\n<p>The remark captured what may have been the call’s biggest takeaway—not that <strong>Alphabet Inc</strong>‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google represents another large AI customer, but that Marvell believes the agreement materially expands the company’s long-term earnings power.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nMarvell Technology Stock Slides: Data Center Strength Overshadowed by Valuation Concerns\n</strong>\n</p>\n</div>\n<h2>Marvell Says Google’s AI Opportunity Extends Well Beyond Current Forecasts</h2>\n<p>The discussion began after analysts noted that Google’s agreement, which carries the potential for up to $120 billion in cumulative revenue over six-and-a-half years if performance milestones are achieved, implies roughly $18 billion in annual revenue at peak.</p>\n<p>Murphy didn’t challenge the arithmetic.</p>\n<p>“When you look at the scale of this, your math is not wrong.”</p>\n<p>Instead, he cautioned that the timing matters. Management said much of the revenue expected next year is already reflected in guidance, as several programs are underway. The larger acceleration, Murphy said, comes later.</p>\n<p>“The big impact would be in ’29 and beyond.”</p>\n<p>That distinction matters because it shifts the conversation away from next year’s earnings and toward Marvell’s longer-term AI revenue trajectory.</p>\n<h2>Marvell’s Google Deal Is Bigger Than One AI Chip Program</h2>\n<p>Murphy also pushed back on the idea that investors should view the agreement as a single custom silicon win.</p>\n<p>According to management, the Google relationship spans inference accelerators, networking interface cards (NICs), storage controllers, memory interface controllers, near-memory compute and the company’s XPU attach portfolio.</p>\n<p>“It’s a number of products and product lines,” Murphy said, describing the engagement as “very broad-based.”</p>\n<p>That breadth helps explain why Murphy repeatedly suggested analysts may still be underestimating the opportunity.</p>\n<p>“Beyond whatever you’ve modeled previously… custom numbers definitely go higher.”</p>\n<p>He went even further, saying Marvell’s custom AI business would become “a lot larger than anybody’s been modeling so far.”</p>\n<p>While Murphy declined to provide updated long-term revenue targets ahead of Marvell’s Investor Day, he indicated the company plans to present a more detailed roadmap extending through the end of the decade.</p>\n<h2>What Investors Should Watch Next</h2>\n<p>The immediate story isn’t whether Google’s agreement eventually reaches its maximum revenue potential—management deliberately avoided making that prediction. </p>\n<p>The more important signal is that Marvell is framing the deal as evidence that its position in AI infrastructure has expanded beyond what current consensus models reflect. </p>\n<p>Investors will now be looking to the company’s upcoming Investor Day, where management has promised to quantify that opportunity and explain how Google’s agreement fits into Marvell’s broader AI growth strategy.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nBill Gates AI Warning Meets Nvidia's AI Financing Push\n</strong>\n</p>\n</div>\n<p><em>Image via Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOL":"Leverage Shares 2X Long GOOGL Daily ETF","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","GOOW":"Roundhill GOOGL WeeklyPay ETF","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","GOOX":"2倍做多GOOG ETF-T-REX","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","GOOY":"GOOGL期权收益策略ETF-YieldMax","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","GGLL":"2倍做多GOOGL-Direxion","LU0149725797.USD":"汇丰美国股市经济规模基金","GGLS":"1倍做空GOOGL ETF-Direxion","BK4503":"景林资产持仓","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - 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TREND \"BAZ\" (EUR) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/26/08/61497534/marvell-google-monster-number","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2662094440","content_text":"Investors are asking the wrong question about the company’s landmark Google agreement, according to Marvell Technology Inc. (NASDAQ:MRVL) CEO Matt Murphy.\nAnalysts spent much of Thursday’s earnings call trying to quantify how much revenue Google’s newly disclosed commercial agreement could generate. Murphy’s answer wasn’t a number. Instead, it was a signal: Wall Street’s existing models may already be too low.\n“If you took the full performance and the full opportunity, then you’re right. It’s just a monster number.”\nThe remark captured what may have been the call’s biggest takeaway—not that Alphabet Inc‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google represents another large AI customer, but that Marvell believes the agreement materially expands the company’s long-term earnings power.\n\n\n\nRead Also:\n\nMarvell Technology Stock Slides: Data Center Strength Overshadowed by Valuation Concerns\n\n\n\nMarvell Says Google’s AI Opportunity Extends Well Beyond Current Forecasts\nThe discussion began after analysts noted that Google’s agreement, which carries the potential for up to $120 billion in cumulative revenue over six-and-a-half years if performance milestones are achieved, implies roughly $18 billion in annual revenue at peak.\nMurphy didn’t challenge the arithmetic.\n“When you look at the scale of this, your math is not wrong.”\nInstead, he cautioned that the timing matters. Management said much of the revenue expected next year is already reflected in guidance, as several programs are underway. The larger acceleration, Murphy said, comes later.\n“The big impact would be in ’29 and beyond.”\nThat distinction matters because it shifts the conversation away from next year’s earnings and toward Marvell’s longer-term AI revenue trajectory.\nMarvell’s Google Deal Is Bigger Than One AI Chip Program\nMurphy also pushed back on the idea that investors should view the agreement as a single custom silicon win.\nAccording to management, the Google relationship spans inference accelerators, networking interface cards (NICs), storage controllers, memory interface controllers, near-memory compute and the company’s XPU attach portfolio.\n“It’s a number of products and product lines,” Murphy said, describing the engagement as “very broad-based.”\nThat breadth helps explain why Murphy repeatedly suggested analysts may still be underestimating the opportunity.\n“Beyond whatever you’ve modeled previously… custom numbers definitely go higher.”\nHe went even further, saying Marvell’s custom AI business would become “a lot larger than anybody’s been modeling so far.”\nWhile Murphy declined to provide updated long-term revenue targets ahead of Marvell’s Investor Day, he indicated the company plans to present a more detailed roadmap extending through the end of the decade.\nWhat Investors Should Watch Next\nThe immediate story isn’t whether Google’s agreement eventually reaches its maximum revenue potential—management deliberately avoided making that prediction. \nThe more important signal is that Marvell is framing the deal as evidence that its position in AI infrastructure has expanded beyond what current consensus models reflect. \nInvestors will now be looking to the company’s upcoming Investor Day, where management has promised to quantify that opportunity and explain how Google’s agreement fits into Marvell’s broader AI growth strategy.\n\n\n\nRead Also:\n\nBill Gates AI Warning Meets Nvidia's AI Financing Push\n\n\n\nImage via Shutterstock","news_type":1,"symbols_score_info":{"GXPC":0.6,"GOOY":0.6,"MRVU":0.6,"SNPE":0.6,"CMAG":0.6,"GOOGL":1.92,"SOXY":0.6,"GTEK":0.6,"FDTX":0.6,"FTXL":0.6,"XLC":0.6,"CQTM":0.6,"DTCR":0.6,"AIFD":0.6,"MRVL":1.96,"FCOM":0.6,"SMHX":0.6,"GGLS":0.6,"MRVX":0.6,"GOOX":0.6,"GOOL":0.6,"EFIV":0.6,"GGLL":0.6,"OGIG":0.6,"GOOW":0.6,"LTL":0.6,"GOGL":0.6,"QQQA":0.6,"AIS":0.6,"XNTK":0.6,"GOU":0.6,"MVLL":0.6,"SKYY":0.6,"FAI":0.6,"TRUC":0.6,"VOX":0.6,"XDAT":0.6,"WUGI":0.6,"ILDR":0.6,"FXL":0.6,"GOOP":0.6,"METV":0.6}},"isVote":1,"tweetType":1,"viewCount":1644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":601399583498688,"gmtCreate":1787863133833,"gmtModify":1787863136784,"author":{"id":"4197350806370832","authorId":"4197350806370832","name":"Moneymaking machine","avatar":"https://community-static.tradeup.com/news/8128955acb6f6deb4833a626b5c13d7f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197350806370832","authorIdStr":"4197350806370832"},"themes":[],"title":"","htmlText":"So why is the stock falling??&nbsp;","listText":"So why is the stock falling??&nbsp;","text":"So why is the stock falling??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/601399583498688","repostId":"2662038654","repostType":2,"repost":{"id":"2662038654","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1787861203,"share":"https://ttm.financial/m/news/2662038654?lang=en_US&edition=fundamental","pubTime":"2026-08-28 04:06","market":"hk","language":"en","title":"Marvell Tech Q2 Adj. EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2662038654","media":"Benzinga Earnings","summary":"Marvell Tech Q2 Adj. EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate","content":"<html><body>Marvell Tech Q2 Adj. EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate</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>Marvell Tech Q2 Adj. EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate</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\">\nMarvell Tech Q2 Adj. EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-28 04:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body>Marvell Tech Q2 Adj. EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GTEK":"Goldman Sachs Future Tech Leaders Equity ETF","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","FTXL":"First Trust Nasdaq Semiconductor ETF","BK4585":"ETF&股票定投概念","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","DTCR":"Global X Data Center & Digital Infrastructure ETF","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","AIFD":"TCW Artificial Intelligence ETF","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4588":"碎股","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","SMHX":"VanEck Fabless Semiconductor ETF","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU2098885051.SGD":"JPMorgan Funds - 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EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate","news_type":1,"symbols_score_info":{"WUGI":0.6,"AIS":0.6,"SOXY":0.6,"MRVX":0.6,"AIFD":0.6,"FDTX":0.6,"MRVU":0.6,"SMHX":0.6,"ARTY":0.6,"FTXL":0.6,"FXL":0.6,"FAI":0.6,"DTCR":0.6,"XNTK":0.6,"GTEK":0.6,"MRVL":1.99,"QQQA":0.6,"MVLL":0.6}},"isVote":1,"tweetType":1,"viewCount":1614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":600238917587696,"gmtCreate":1787584437379,"gmtModify":1787584440157,"author":{"id":"3559859558754319","authorId":"3559859558754319","name":"Bodoh","avatar":"https://static.tigerbbs.com/349218ea2852130ca86ce660b4aa2d59","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559859558754319","authorIdStr":"3559859558754319"},"themes":[],"title":"","htmlText":"Shame. Decades long shame of the finance circus","listText":"Shame. Decades long shame of the finance circus","text":"Shame. Decades long shame of the finance circus","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/600238917587696","repostId":"2661279045","repostType":2,"repost":{"id":"2661279045","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1787576699,"share":"https://ttm.financial/m/news/2661279045?lang=en_US&edition=fundamental","pubTime":"2026-08-24 21:04","market":"us","language":"en","title":"Jim Cramer Pushes Back on Nvidia Skeptics Ahead of Earnings — Dan Ives Says Chip Demand Is Crushing Supply 15-To-1","url":"https://stock-news.laohu8.com/highlight/detail?id=2661279045","media":"Benzinga Earnings","summary":"Ahead of Nvidia Q2 earnings, Jim Cramer slams &#39;cynical&#39; media while Dan Ives sees AI chip demand outstripping supply 15-to-1.","content":"<html><body><p>As <strong><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Corp.</strong> (NASDAQ:NVDA) prepares to report its fiscal second-quarter earnings on Wednesday, market sentiment is splitting between media skepticism and Wall Street bullishness.</p>\n<p>CNBC’s <strong>Jim Cramer</strong> slammed ongoing news coverage for taking a “cynical” stance on the chipmaker’s trajectory, while analyst Dan Ives declared that fundamental AI chip demand continues to outstrip supply by “15 to one.”</p>\n<h2><strong>Cramer Calls Out Media Skepticism</strong></h2>\n<p>Ahead of the highly anticipated report, according to Benzinga Pro, the options market is pricing in a 5.27% implied swing for Nvidia stock, representing approximately $275 billion in market value hanging on the outcome. — https://pro.benzinga.com/</p>\n<p>Despite high expectations, Cramer took to social media to criticize negative headlines, arguing that news outlets fixate on downside risks even as Nvidia earnings grow “ever more important.”</p>\n<p>“The stories about it always stress what could go wrong and is going wrong: political woes, need to make deals that they fund, circular investments; the press makes this so much tougher,” Cramer posted on X. “I wish i could be as cynical and caustic and pessimistic but it doesn’t work for me.”</p>\n<figure><div>\n<blockquote><p dir=\"ltr\" lang=\"en\">Nvidia earnings grow ever more important and the stories about it always stress what could go wrong and is going wrong: political woes, need to make deals that they fund, circular investments; the press makes this so much tougher…but it perceives that as its job…I wish i…</p>— Jim Cramer (@jimcramer) August 24, 2026</blockquote>\n</div></figure>\n<div>\n<p>\n<strong>\nRead Also:\n\nNvidia’s AI Servers Are About to Get Even More Expensive as Rising Memory Costs Push Prices Up More Than 15%: Report\n</strong>\n</p>\n</div>\n<h2><strong>Ives Sees Massive Growth Driven by Unrelenting Demand</strong></h2>\n<p>Appearing on Bloomberg TV, <strong>Dan Ives</strong> echoed a strongly bullish thesis, describing the massive tech CapEx buildout as a “Vegas Strip 1955 type moment.” </p>\n<p>Ives brushed aside concerns regarding circular financing, asserting that corporate adoption remains strong and that the AI revolution is only in its “third inning.” “The reality today, demand supply for chips is upwards of 15-to-1,” Ives stated.</p>\n<p>Commenting on reports that surging memory costs could push prices for Nvidia AI servers up by over 15% for major customers like<strong> Microsoft Corp. </strong>(NASDAQ:MSFT), <strong><a href=\"https://laohu8.com/S/GGLAP\">Alphabet Inc.</a></strong> (NASDAQ:GOOG) (NASDAQ:GOOGL), and <strong><a href=\"https://laohu8.com/S/OCCLL\">Oracle Corp.</a> </strong>(NASDAQ:ORCL), Ives maintained that high prices won’t slow buying: “You cannot take the foot off the gas right now because of the demand cycle.”</p>\n<p>Meanwhile, Wall Street estimates it will report second-quarter earnings of $2.07 per share on revenue of $92.03 billion on Wednesday, Aug. 26, after the market closes.</p>\n<p>The earnings report follows major operational moves by Nvidia, including a $6 billion deal to license startup Poolside’s technology to advance open-weight AI models.</p>\n<h2><strong>How Has NVDA Performed in 2026?</strong></h2>\n<p>NVDA shares rose 15.13% year-to-date, 22.71% over the last year, and 13.12% over the last six months. It closed 0.98% lower at $214.72 per share on Friday, and it was 0.02% higher in premarket trading on Monday.</p>\n<p><strong>Benzinga’s Edge Stock Rankings</strong> indicate that NVDA maintains a strong price trend in the short, long and medium terms, with a good quality score.</p>\n<figure><img decoding=\"async\" height=\"113\" loading=\"lazy\" sizes=\"(max-width: 768px) 100vw, 768px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/24083323/NVDA-EDGE-AUG-24.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/24083323/NVDA-EDGE-AUG-24.png 768w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/24083323/NVDA-EDGE-AUG-24-300x44.png 300w\" width=\"768\"/></figure>\n<div>\n<p>\n<strong>\nRead Also:\n\nNvidia Could Swing $282 Billion In Value After Earnings\n</strong>\n</p>\n</div>\n<p><strong><em>Disclaimer:</em></strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>\n<p><em>Image via Shutterstock</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jim Cramer Pushes Back on Nvidia Skeptics Ahead of Earnings — Dan Ives Says Chip Demand Is Crushing Supply 15-To-1</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; 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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\">\nJim Cramer Pushes Back on Nvidia Skeptics Ahead of Earnings — Dan Ives Says Chip Demand Is Crushing Supply 15-To-1\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-24 21:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>As <strong><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Corp.</strong> (NASDAQ:NVDA) prepares to report its fiscal second-quarter earnings on Wednesday, market sentiment is splitting between media skepticism and Wall Street bullishness.</p>\n<p>CNBC’s <strong>Jim Cramer</strong> slammed ongoing news coverage for taking a “cynical” stance on the chipmaker’s trajectory, while analyst Dan Ives declared that fundamental AI chip demand continues to outstrip supply by “15 to one.”</p>\n<h2><strong>Cramer Calls Out Media Skepticism</strong></h2>\n<p>Ahead of the highly anticipated report, according to Benzinga Pro, the options market is pricing in a 5.27% implied swing for Nvidia stock, representing approximately $275 billion in market value hanging on the outcome. — https://pro.benzinga.com/</p>\n<p>Despite high expectations, Cramer took to social media to criticize negative headlines, arguing that news outlets fixate on downside risks even as Nvidia earnings grow “ever more important.”</p>\n<p>“The stories about it always stress what could go wrong and is going wrong: political woes, need to make deals that they fund, circular investments; the press makes this so much tougher,” Cramer posted on X. “I wish i could be as cynical and caustic and pessimistic but it doesn’t work for me.”</p>\n<figure><div>\n<blockquote><p dir=\"ltr\" lang=\"en\">Nvidia earnings grow ever more important and the stories about it always stress what could go wrong and is going wrong: political woes, need to make deals that they fund, circular investments; the press makes this so much tougher…but it perceives that as its job…I wish i…</p>— Jim Cramer (@jimcramer) August 24, 2026</blockquote>\n</div></figure>\n<div>\n<p>\n<strong>\nRead Also:\n\nNvidia’s AI Servers Are About to Get Even More Expensive as Rising Memory Costs Push Prices Up More Than 15%: Report\n</strong>\n</p>\n</div>\n<h2><strong>Ives Sees Massive Growth Driven by Unrelenting Demand</strong></h2>\n<p>Appearing on Bloomberg TV, <strong>Dan Ives</strong> echoed a strongly bullish thesis, describing the massive tech CapEx buildout as a “Vegas Strip 1955 type moment.” </p>\n<p>Ives brushed aside concerns regarding circular financing, asserting that corporate adoption remains strong and that the AI revolution is only in its “third inning.” “The reality today, demand supply for chips is upwards of 15-to-1,” Ives stated.</p>\n<p>Commenting on reports that surging memory costs could push prices for Nvidia AI servers up by over 15% for major customers like<strong> Microsoft Corp. </strong>(NASDAQ:MSFT), <strong><a href=\"https://laohu8.com/S/GGLAP\">Alphabet Inc.</a></strong> (NASDAQ:GOOG) (NASDAQ:GOOGL), and <strong><a href=\"https://laohu8.com/S/OCCLL\">Oracle Corp.</a> </strong>(NASDAQ:ORCL), Ives maintained that high prices won’t slow buying: “You cannot take the foot off the gas right now because of the demand cycle.”</p>\n<p>Meanwhile, Wall Street estimates it will report second-quarter earnings of $2.07 per share on revenue of $92.03 billion on Wednesday, Aug. 26, after the market closes.</p>\n<p>The earnings report follows major operational moves by Nvidia, including a $6 billion deal to license startup Poolside’s technology to advance open-weight AI models.</p>\n<h2><strong>How Has NVDA Performed in 2026?</strong></h2>\n<p>NVDA shares rose 15.13% year-to-date, 22.71% over the last year, and 13.12% over the last six months. It closed 0.98% lower at $214.72 per share on Friday, and it was 0.02% higher in premarket trading on Monday.</p>\n<p><strong>Benzinga’s Edge Stock Rankings</strong> indicate that NVDA maintains a strong price trend in the short, long and medium terms, with a good quality score.</p>\n<figure><img decoding=\"async\" height=\"113\" loading=\"lazy\" sizes=\"(max-width: 768px) 100vw, 768px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/24083323/NVDA-EDGE-AUG-24.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/24083323/NVDA-EDGE-AUG-24.png 768w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/24083323/NVDA-EDGE-AUG-24-300x44.png 300w\" width=\"768\"/></figure>\n<div>\n<p>\n<strong>\nRead Also:\n\nNvidia Could Swing $282 Billion In Value After Earnings\n</strong>\n</p>\n</div>\n<p><strong><em>Disclaimer:</em></strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>\n<p><em>Image via Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XLK":"高科技指数ETF-SPDR","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4549":"软银资本持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - 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(NASDAQ:NVDA) prepares to report its fiscal second-quarter earnings on Wednesday, market sentiment is splitting between media skepticism and Wall Street bullishness.\nCNBC’s Jim Cramer slammed ongoing news coverage for taking a “cynical” stance on the chipmaker’s trajectory, while analyst Dan Ives declared that fundamental AI chip demand continues to outstrip supply by “15 to one.”\nCramer Calls Out Media Skepticism\nAhead of the highly anticipated report, according to Benzinga Pro, the options market is pricing in a 5.27% implied swing for Nvidia stock, representing approximately $275 billion in market value hanging on the outcome. — https://pro.benzinga.com/\nDespite high expectations, Cramer took to social media to criticize negative headlines, arguing that news outlets fixate on downside risks even as Nvidia earnings grow “ever more important.”\n“The stories about it always stress what could go wrong and is going wrong: political woes, need to make deals that they fund, circular investments; the press makes this so much tougher,” Cramer posted on X. “I wish i could be as cynical and caustic and pessimistic but it doesn’t work for me.”\n\nNvidia earnings grow ever more important and the stories about it always stress what could go wrong and is going wrong: political woes, need to make deals that they fund, circular investments; the press makes this so much tougher…but it perceives that as its job…I wish i…— Jim Cramer (@jimcramer) August 24, 2026\n\n\n\n\nRead Also:\n\nNvidia’s AI Servers Are About to Get Even More Expensive as Rising Memory Costs Push Prices Up More Than 15%: Report\n\n\n\nIves Sees Massive Growth Driven by Unrelenting Demand\nAppearing on Bloomberg TV, Dan Ives echoed a strongly bullish thesis, describing the massive tech CapEx buildout as a “Vegas Strip 1955 type moment.” \nIves brushed aside concerns regarding circular financing, asserting that corporate adoption remains strong and that the AI revolution is only in its “third inning.” “The reality today, demand supply for chips is upwards of 15-to-1,” Ives stated.\nCommenting on reports that surging memory costs could push prices for Nvidia AI servers up by over 15% for major customers like Microsoft Corp. (NASDAQ:MSFT), Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), and Oracle Corp. (NASDAQ:ORCL), Ives maintained that high prices won’t slow buying: “You cannot take the foot off the gas right now because of the demand cycle.”\nMeanwhile, Wall Street estimates it will report second-quarter earnings of $2.07 per share on revenue of $92.03 billion on Wednesday, Aug. 26, after the market closes.\nThe earnings report follows major operational moves by Nvidia, including a $6 billion deal to license startup Poolside’s technology to advance open-weight AI models.\nHow Has NVDA Performed in 2026?\nNVDA shares rose 15.13% year-to-date, 22.71% over the last year, and 13.12% over the last six months. It closed 0.98% lower at $214.72 per share on Friday, and it was 0.02% higher in premarket trading on Monday.\nBenzinga’s Edge Stock Rankings indicate that NVDA maintains a strong price trend in the short, long and medium terms, with a good quality score.\n\n\n\n\nRead Also:\n\nNvidia Could Swing $282 Billion In Value After Earnings\n\n\n\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nImage via Shutterstock","news_type":1,"symbols_score_info":{"TYLG":0.6,"NVDQ":0.6,"NVC":0.6,"NVDD":0.6,"CMAG":0.6,"THMR":0.6,"NVDG":0.6,"NVIW.SI":0.6,"NVDA":1.98,"TTXU":0.6,"ABFL":0.6,"NVDW":0.6,"ESUM":0.6,"SOXY":0.6,"FTEC":0.6,"NVYY":0.6,"SNVDAmain":0.6,"LFGY":0.6,"GAMR":0.6,"NVDB":0.6,"SPTE":0.6,"USD":0.6,"TTEQ":0.6,"VT":0.6,"NVDU":0.6,"FDTX":0.6,"CHPX":0.6,"NVDL":0.6,"NVII":0.6,"EFIV":0.6,"DIPS":0.6,"SMH":0.6,"USXF":0.6,"IETC":0.6,"ILDR":0.6,"07788":0.6,"ANV":0.6,"NVDS":0.6,"METV":0.6,"NVD3.UK":0.6,"NVDS.UK":0.6,"07388":0.6,"IXN":0.6,"SOXX":0.6,"CLSE":0.6,"ESLG":0.6,"VGT":0.6,"AIPI":0.6,"NVDO":0.6,"3NVD.UK":0.6,"XLK":0.6,"NVDY":0.6,"AIFD":0.6,"SNVD.UK":0.6,"NVD2.UK":0.6,"CHAT":0.67,"SNPE":0.6,"ROM":0.6,"SMHX":0.6,"TEK":0.6,"NVD":0.6,"TRFK":0.6,"JGRO":0.6,"2NVD.UK":0.6,"ARTY":0.67,"NULC":0.6,"SHOC":0.6,"NVDX":0.6,"FAI":0.6,"CNEQ":0.6,"SOXQ":0.6,"AGOX":0.6,"WISE":0.6}},"isVote":1,"tweetType":1,"viewCount":2113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":599435111170856,"gmtCreate":1787388201323,"gmtModify":1787388204925,"author":{"id":"3582175710040105","authorId":"3582175710040105","name":"Axekay","avatar":"https://static.itradeup.com/news/bb1a0492a52d3f14fed576a4c8d1b1da","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582175710040105","authorIdStr":"3582175710040105"},"themes":[],"title":"","htmlText":"Despite the lower analyst expectation on&nbsp;<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> , all the expected target share price is still way higher than its currently traded price. 101% optimism demonstrated despite the negative trend that are seeing now","listText":"Despite the lower analyst expectation on&nbsp;<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> , all the expected target share price is still way higher than its currently traded price. 101% optimism demonstrated despite the negative trend that are seeing now","text":"Despite the lower analyst expectation on $Alibaba(BABA)$ , all the expected target share price is still way higher than its currently traded price. 101% optimism demonstrated despite the negative trend that are seeing now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599435111170856","repostId":"2661213292","repostType":2,"repost":{"id":"2661213292","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1787340347,"share":"https://ttm.financial/m/news/2661213292?lang=en_US&edition=fundamental","pubTime":"2026-08-22 03:25","market":"hk","language":"en","title":"These Analysts Revise Their Forecasts On Alibaba After Q1 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2661213292","media":"Benzinga Earnings","summary":"Alibaba (BABA) reported mixed first quarter results, with revenue exceeding estimates but earnings falling short. Analysts have adjusted price targets.","content":"<html><body><p><strong><a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a> Holding Ltd.</strong> (NYSE:BABA) reported mixed results for its first quarter on Thursday.</p>\n<p>Alibaba reported fiscal first-quarter 2027 revenue of $39.64 billion, up 9% year over year and above the $38.63 billion analyst estimate. However, adjusted earnings per ADS fell 42% to $1.26, missing expectations of $1.85. Adjusted net income declined 38% to $3.05 billion, while adjusted EBITA fell 30% to $4.03 billion. Net income plunged 75% to $1.54 billion.</p>\n<p>“We delivered a strong quarter, driven by the improving commercialization of our full‑stack AI capabilities,” said Eddie Wu, Chief Executive Officer of Alibaba Group. “Alibaba Cloud’s external revenue growth accelerated to 45%, with AI-related product revenue delivering triple-digit growth for the twelfth consecutive quarter. We recently launched frontier language, coding, video, audio, image and music models, all delivering top-tier performance. We introduced QwenWork, an AI workforce agent that unleashes enterprise productivity and capabilities. With our full‑stack AI strategy, we have put Alibaba in a superior position to capture the substantial growth of demand for artificial intelligence and AI compute.”</p>\n<p>Alibaba shares dipped 8.4% to trade at $119.62 on Friday.</p>\n<p>These analysts made changes to their price targets on Alibaba following earnings announcement.</p>\n<ul>\n<li>Baird analyst Colin Sebastian maintained the stock with an Outperform rating and lowered the price target from $164 to $160.</li>\n<li>Barclays analyst Jiong Shao maintained the stock with an Overweight rating and raised the price target from $195 to $200.</li>\n<li>JP Morgan analyst Alex Yao maintained the stock with an Overweight rating and raised the price target from $205 to $210.</li>\n</ul>\n<p><strong>Considering buying BABA stock? Here’s what analysts think:</strong></p>\n<figure><img decoding=\"async\" height=\"306\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-1024x306.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-1024x306.png 1024w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-300x90.png 300w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-768x230.png 768w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617.png 1197w\" width=\"1024\"/></figure>\n<p><em>Photo via Shutterstock</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These Analysts Revise Their Forecasts On Alibaba After Q1 Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese Analysts Revise Their Forecasts On Alibaba After Q1 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-22 03:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong><a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a> Holding Ltd.</strong> (NYSE:BABA) reported mixed results for its first quarter on Thursday.</p>\n<p>Alibaba reported fiscal first-quarter 2027 revenue of $39.64 billion, up 9% year over year and above the $38.63 billion analyst estimate. However, adjusted earnings per ADS fell 42% to $1.26, missing expectations of $1.85. Adjusted net income declined 38% to $3.05 billion, while adjusted EBITA fell 30% to $4.03 billion. Net income plunged 75% to $1.54 billion.</p>\n<p>“We delivered a strong quarter, driven by the improving commercialization of our full‑stack AI capabilities,” said Eddie Wu, Chief Executive Officer of Alibaba Group. “Alibaba Cloud’s external revenue growth accelerated to 45%, with AI-related product revenue delivering triple-digit growth for the twelfth consecutive quarter. We recently launched frontier language, coding, video, audio, image and music models, all delivering top-tier performance. We introduced QwenWork, an AI workforce agent that unleashes enterprise productivity and capabilities. With our full‑stack AI strategy, we have put Alibaba in a superior position to capture the substantial growth of demand for artificial intelligence and AI compute.”</p>\n<p>Alibaba shares dipped 8.4% to trade at $119.62 on Friday.</p>\n<p>These analysts made changes to their price targets on Alibaba following earnings announcement.</p>\n<ul>\n<li>Baird analyst Colin Sebastian maintained the stock with an Outperform rating and lowered the price target from $164 to $160.</li>\n<li>Barclays analyst Jiong Shao maintained the stock with an Overweight rating and raised the price target from $195 to $200.</li>\n<li>JP Morgan analyst Alex Yao maintained the stock with an Overweight rating and raised the price target from $205 to $210.</li>\n</ul>\n<p><strong>Considering buying BABA stock? Here’s what analysts think:</strong></p>\n<figure><img decoding=\"async\" height=\"306\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-1024x306.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-1024x306.png 1024w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-300x90.png 300w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-768x230.png 768w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617.png 1197w\" width=\"1024\"/></figure>\n<p><em>Photo via Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BABA":"阿里巴巴","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK4554":"元宇宙及AR概念","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BABX":"2倍做多BABA ETF-GraniteShares","BK4585":"ETF&股票定投概念","LU1688375341.USD":"贝莱德中国灵活股票基金","BABW":"Roundhill BABA WeeklyPay ETF","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","BABU":"Direxion Daily BABA Bull 2X ETF","BK4587":"ChatGPT概念","BK4558":"双十一","BABO":"BABA期权收益策略ETF-YieldMax","BABC":"Corgi BABA 2x Daily ETF","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","BK4588":"碎股","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","BBYY":"GraniteShares YieldBOOST BABA ETF","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0072462343.USD":"贝莱德亚洲巨龙基金","BK4503":"景林资产持仓","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","CLIX":"ProShares Long Online/Short Stores ETF","BK4502":"阿里概念","BK4505":"高瓴资本持仓","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4504":"桥水持仓","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","09988":"阿里巴巴-W","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","BK4607":"DeepSeek概念股","BK4220":"综合零售","BK4524":"宅经济概念","BK4527":"明星科技股","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","BK4526":"热门中概股","BK4122":"互联网与直销零售","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","BK4575":"芯片概念","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK4579":"人工智能","BK4614":"Manus概念股","ONLN":"ProShares Online Retail ETF","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1046421795.USD":"富达环球科技A-ACC","BK4543":"AI","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","BK4581":"高盛持仓","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4531":"中概回港概念","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1051768304.USD":"贝莱德新兴市场股票收益A6","KBAB":"2倍做多BABA ETF-KraneShares","BK4534":"瑞士信贷持仓","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","BK4535":"淡马锡持仓","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","DRAG":"中国龙ETF-Roundhill","BK4538":"云计算","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","BK4565":"NFT概念","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4548":"巴美列捷福持仓","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC"},"source_url":"https://www.benzinga.com/news/26/08/61366277/these-analysts-revise-their-forecasts-on-alibaba-after-q1-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2661213292","content_text":"Alibaba Group Holding Ltd. (NYSE:BABA) reported mixed results for its first quarter on Thursday.\nAlibaba reported fiscal first-quarter 2027 revenue of $39.64 billion, up 9% year over year and above the $38.63 billion analyst estimate. However, adjusted earnings per ADS fell 42% to $1.26, missing expectations of $1.85. Adjusted net income declined 38% to $3.05 billion, while adjusted EBITA fell 30% to $4.03 billion. Net income plunged 75% to $1.54 billion.\n“We delivered a strong quarter, driven by the improving commercialization of our full‑stack AI capabilities,” said Eddie Wu, Chief Executive Officer of Alibaba Group. “Alibaba Cloud’s external revenue growth accelerated to 45%, with AI-related product revenue delivering triple-digit growth for the twelfth consecutive quarter. We recently launched frontier language, coding, video, audio, image and music models, all delivering top-tier performance. We introduced QwenWork, an AI workforce agent that unleashes enterprise productivity and capabilities. With our full‑stack AI strategy, we have put Alibaba in a superior position to capture the substantial growth of demand for artificial intelligence and AI compute.”\nAlibaba shares dipped 8.4% to trade at $119.62 on Friday.\nThese analysts made changes to their price targets on Alibaba following earnings announcement.\n\nBaird analyst Colin Sebastian maintained the stock with an Outperform rating and lowered the price target from $164 to $160.\nBarclays analyst Jiong Shao maintained the stock with an Overweight rating and raised the price target from $195 to $200.\nJP Morgan analyst Alex Yao maintained the stock with an Overweight rating and raised the price target from $205 to $210.\n\nConsidering buying BABA stock? Here’s what analysts think:\n\nPhoto via Shutterstock","news_type":1,"symbols_score_info":{"BABO":0.6,"BABU":0.6,"BABX":0.6,"ONLN":0.6,"CLIX":0.6,"KBAB":0.6,"ALBmain":0.6,"BABC":0.6,"BABW":0.6,"BABA":1.98,"09988":1.98,"DRAG":0.6,"BBYY":0.6}},"isVote":1,"tweetType":1,"viewCount":2209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596267621663048,"gmtCreate":1786599818098,"gmtModify":1786602782074,"author":{"id":"4208231113876992","authorId":"4208231113876992","name":"Co0nnie","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4208231113876992","authorIdStr":"4208231113876992"},"themes":[],"title":"","htmlText":"Dde⁷p9⁰⁹p⁰0000⁰ip⁰⁰⁰imoìì⁸the&nbsp;","listText":"Dde⁷p9⁰⁹p⁰0000⁰ip⁰⁰⁰imoìì⁸the&nbsp;","text":"Dde⁷p9⁰⁹p⁰0000⁰ip⁰⁰⁰imoìì⁸the","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596267621663048","repostId":"2659185131","repostType":4,"repost":{"id":"2659185131","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1786571517,"share":"https://ttm.financial/m/news/2659185131?lang=en_US&edition=fundamental","pubTime":"2026-08-13 05:51","market":"us","language":"en","title":"Boxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2659185131","media":"Benzinga Earnings","summary":"Boxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate","content":"<html><body>Boxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate</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>Boxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate</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{ 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style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-13 05:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body>Boxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","BOXL":"Boxlight Corp","BK4565":"NFT概念"},"source_url":"https://www.benzinga.com/quote/BOXL","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2659185131","content_text":"Boxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate","news_type":1,"symbols_score_info":{"BOXL":0.9}},"isVote":1,"tweetType":1,"viewCount":1192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595810429100096,"gmtCreate":1786488301938,"gmtModify":1786488304699,"author":{"id":"4183541272550112","authorId":"4183541272550112","name":"Etel","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4183541272550112","authorIdStr":"4183541272550112"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595810429100096","repostId":"2658899990","repostType":2,"repost":{"id":"2658899990","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1786449674,"share":"https://ttm.financial/m/news/2658899990?lang=en_US&edition=fundamental","pubTime":"2026-08-11 20:01","market":"us","language":"en","title":"Rocket Lab CEO Won’t Take on Musk and Bezos in Broadband: ‘The Two Most Wealthiest People in the World Are Going After That’","url":"https://stock-news.laohu8.com/highlight/detail?id=2658899990","media":"Benzinga Earnings","summary":"On Monday, Rocket Lab’s Iridium deal targets satellite services, not a Starlink-style broadband battle with Musk and Bezos.","content":"<html><body><p>On Monday, <strong><a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a> Corp. </strong>(NASDAQ:RKLB) CEO <strong>Peter Beck</strong> said the company’s planned $8 billion acquisition of <strong>Iridium Communications Inc.</strong> (NASDAQ:IRDM) is opening a new space-services opportunity — one that largely steers clear of the consumer broadband market dominated by <strong>Space Exploration Technologies Corp</strong> (NASDAQ:SPCX) CEO <strong>Elon Musk’s Starlink</strong> and <strong>Jeff Bezos’ <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com Inc.</strong> (NASDAQ:AMZN) <strong>Leo</strong>.</p>\n<h2><strong>Rocket Lab Is Taking a Different Route From Starlink</strong></h2>\n<p>Speaking during Rocket Lab’s second-quarter earnings call, Beck was asked whether Iridium’s network could eventually be expanded into broadband services.</p>\n<p>His answer was cautious but revealing.</p>\n<p>\"It is the wrong kind of spectrum for broadband,\" Beck said, referring to Iridium’s L-band spectrum. \"I’ve learned to never say never.\"</p>\n<p>Beck then pointed to Musk and Bezos, saying competing in broadband would be a significant challenge because \"the two most wealthiest people in the world are going after that.\"</p>\n<p>Rather than enter the increasingly crowded satellite broadband market, Rocket Lab sees opportunities in areas where Iridium’s spectrum offers different advantages.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nRocket Lab Snags $397 Million Space Force Contract\n</strong>\n</p>\n</div>\n<h2><strong>Iridium Deal Gives Rocket Lab More Than Satellites</strong></h2>\n<p>Rocket Lab announced in June that it agreed to acquire Iridium in a cash-and-stock deal valued at approximately $8 billion. The transaction is expected to close in mid-2027, subject to regulatory and shareholder approvals.</p>\n<p>The acquisition would give Rocket Lab access to Iridium’s 66-satellite constellation, more than 2.5 million subscribers and globally coordinated L-band spectrum.</p>\n<p>Beck described the deal as the missing piece in Rocket Lab’s strategy to control the space value chain — from launching rockets and manufacturing spacecraft to operating satellites and selling services.</p>\n<h2><strong>Rocket Lab Wants IoT, Defense and PNT</strong></h2>\n<p>During the call, Beck also said the company plans to expand Iridium into satellite IoT, direct-to-device connectivity, positioning, navigation and timing, defense, aviation and maritime safety.</p>\n<p>\"We will not simply continue Iridium’s network,\" Beck said. \"We will expand upon it and scale it into untapped markets.\"</p>\n<p>The strategy could also enable Rocket Lab to build and launch its own spacecraft for Iridium, reducing its reliance on external providers.</p>\n<h2><strong>Rocket Lab Q2 Revenue Beats Estimates</strong></h2>\n<p>Rocket Lab reported second-quarter revenue of $234.07 million, topping the consensus estimate of $231.35 million.</p>\n<p>However, the company posted a loss of 8 cents per share, slightly wider than analysts’ expected loss of 7 cents per share. The company ended the quarter with a record backlog of $2.36 billion and approximately $2.13 billion in cash and cash equivalents.</p>\n<p>For the third quarter, Rocket Lab expects revenue between $250 million and $265 million, above analysts’ estimate of $238.53 million. The company also projects an adjusted EBITDA loss of $17 million to $23 million for the quarter.</p>\n<p><strong>Price Action:</strong> Rocket Lab shares closed at $80.04 on Monday, down 2.79% and fell another 9.6% to $72.36 in Tuesday’s premarket trading, according to Benzinga Pro.</p>\n<p><strong>Benzinga Edge</strong> ranks Rocket Lab in the 73rd percentile for Momentum, with the stock showing a negative short- and medium-term price trend but a positive long-term trend.</p>\n<figure><img decoding=\"async\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/11043637/Screenshot-2026-08-11-at-2.02.24%E2%80%AFPM.png\"/></figure>\n<p><strong><em>Disclaimer</em>:</strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>\n<div>\n<p>\n<strong>\nRead Also:\n\nRocket Lab Rebounds as Options Market Points to Volatility After Earnings\n</strong>\n</p>\n</div>\n<p><em>Photo courtesy: Shutterstock</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rocket Lab CEO Won’t Take on Musk and Bezos in Broadband: ‘The Two Most Wealthiest People in the World Are Going After That’</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRocket Lab CEO Won’t Take on Musk and Bezos in Broadband: ‘The Two Most Wealthiest People in the World Are Going After That’\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-11 20:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>On Monday, <strong><a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a> Corp. </strong>(NASDAQ:RKLB) CEO <strong>Peter Beck</strong> said the company’s planned $8 billion acquisition of <strong>Iridium Communications Inc.</strong> (NASDAQ:IRDM) is opening a new space-services opportunity — one that largely steers clear of the consumer broadband market dominated by <strong>Space Exploration Technologies Corp</strong> (NASDAQ:SPCX) CEO <strong>Elon Musk’s Starlink</strong> and <strong>Jeff Bezos’ <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com Inc.</strong> (NASDAQ:AMZN) <strong>Leo</strong>.</p>\n<h2><strong>Rocket Lab Is Taking a Different Route From Starlink</strong></h2>\n<p>Speaking during Rocket Lab’s second-quarter earnings call, Beck was asked whether Iridium’s network could eventually be expanded into broadband services.</p>\n<p>His answer was cautious but revealing.</p>\n<p>\"It is the wrong kind of spectrum for broadband,\" Beck said, referring to Iridium’s L-band spectrum. \"I’ve learned to never say never.\"</p>\n<p>Beck then pointed to Musk and Bezos, saying competing in broadband would be a significant challenge because \"the two most wealthiest people in the world are going after that.\"</p>\n<p>Rather than enter the increasingly crowded satellite broadband market, Rocket Lab sees opportunities in areas where Iridium’s spectrum offers different advantages.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nRocket Lab Snags $397 Million Space Force Contract\n</strong>\n</p>\n</div>\n<h2><strong>Iridium Deal Gives Rocket Lab More Than Satellites</strong></h2>\n<p>Rocket Lab announced in June that it agreed to acquire Iridium in a cash-and-stock deal valued at approximately $8 billion. The transaction is expected to close in mid-2027, subject to regulatory and shareholder approvals.</p>\n<p>The acquisition would give Rocket Lab access to Iridium’s 66-satellite constellation, more than 2.5 million subscribers and globally coordinated L-band spectrum.</p>\n<p>Beck described the deal as the missing piece in Rocket Lab’s strategy to control the space value chain — from launching rockets and manufacturing spacecraft to operating satellites and selling services.</p>\n<h2><strong>Rocket Lab Wants IoT, Defense and PNT</strong></h2>\n<p>During the call, Beck also said the company plans to expand Iridium into satellite IoT, direct-to-device connectivity, positioning, navigation and timing, defense, aviation and maritime safety.</p>\n<p>\"We will not simply continue Iridium’s network,\" Beck said. \"We will expand upon it and scale it into untapped markets.\"</p>\n<p>The strategy could also enable Rocket Lab to build and launch its own spacecraft for Iridium, reducing its reliance on external providers.</p>\n<h2><strong>Rocket Lab Q2 Revenue Beats Estimates</strong></h2>\n<p>Rocket Lab reported second-quarter revenue of $234.07 million, topping the consensus estimate of $231.35 million.</p>\n<p>However, the company posted a loss of 8 cents per share, slightly wider than analysts’ expected loss of 7 cents per share. The company ended the quarter with a record backlog of $2.36 billion and approximately $2.13 billion in cash and cash equivalents.</p>\n<p>For the third quarter, Rocket Lab expects revenue between $250 million and $265 million, above analysts’ estimate of $238.53 million. The company also projects an adjusted EBITDA loss of $17 million to $23 million for the quarter.</p>\n<p><strong>Price Action:</strong> Rocket Lab shares closed at $80.04 on Monday, down 2.79% and fell another 9.6% to $72.36 in Tuesday’s premarket trading, according to Benzinga Pro.</p>\n<p><strong>Benzinga Edge</strong> ranks Rocket Lab in the 73rd percentile for Momentum, with the stock showing a negative short- and medium-term price trend but a positive long-term trend.</p>\n<figure><img decoding=\"async\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/11043637/Screenshot-2026-08-11-at-2.02.24%E2%80%AFPM.png\"/></figure>\n<p><strong><em>Disclaimer</em>:</strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>\n<div>\n<p>\n<strong>\nRead Also:\n\nRocket Lab Rebounds as Options Market Points to Volatility After Earnings\n</strong>\n</p>\n</div>\n<p><em>Photo courtesy: Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4564":"太空概念","FSPC":"First Trust Bloomberg Space Economy ETF","IRDM":"铱星通讯","BK4187":"航天航空与国防","WARP":"VanEck Space ETF","RKLZ":"2倍做空RKLB ETF-Defiance","BK4089":"非传统电信运营商","RKLB":"Rocket Lab USA, Inc.","COWG":"Pacer US Large Cap Cash Cows Growth Leaders ETF","DIPR":"Corgi Space & Satellite Communications ETF","XTL":"SPDR标普电信ETF基金","ROKT":"SPDR S&P Kensho Final Frontiers ETF","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","MARS":"Roundhill Space & Technology ETF","BK4615":"SpaceX概念","ORBX":"Global X Space Tech ETF","BK4585":"ETF&股票定投概念","RKLX":"2倍做多RKLB ETF-Defiance"},"source_url":"https://www.benzinga.com/news/space/26/08/61105080/rocket-lab-ceo-wont-take-on-musk-and-bezos-in-broadband-the-two-most-wealthiest-people-in-the-world-are-going-after-that","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2658899990","content_text":"On Monday, Rocket Lab Corp. (NASDAQ:RKLB) CEO Peter Beck said the company’s planned $8 billion acquisition of Iridium Communications Inc. (NASDAQ:IRDM) is opening a new space-services opportunity — one that largely steers clear of the consumer broadband market dominated by Space Exploration Technologies Corp (NASDAQ:SPCX) CEO Elon Musk’s Starlink and Jeff Bezos’ Amazon.com Inc. (NASDAQ:AMZN) Leo.\nRocket Lab Is Taking a Different Route From Starlink\nSpeaking during Rocket Lab’s second-quarter earnings call, Beck was asked whether Iridium’s network could eventually be expanded into broadband services.\nHis answer was cautious but revealing.\n\"It is the wrong kind of spectrum for broadband,\" Beck said, referring to Iridium’s L-band spectrum. \"I’ve learned to never say never.\"\nBeck then pointed to Musk and Bezos, saying competing in broadband would be a significant challenge because \"the two most wealthiest people in the world are going after that.\"\nRather than enter the increasingly crowded satellite broadband market, Rocket Lab sees opportunities in areas where Iridium’s spectrum offers different advantages.\n\n\n\nRead Also:\n\nRocket Lab Snags $397 Million Space Force Contract\n\n\n\nIridium Deal Gives Rocket Lab More Than Satellites\nRocket Lab announced in June that it agreed to acquire Iridium in a cash-and-stock deal valued at approximately $8 billion. The transaction is expected to close in mid-2027, subject to regulatory and shareholder approvals.\nThe acquisition would give Rocket Lab access to Iridium’s 66-satellite constellation, more than 2.5 million subscribers and globally coordinated L-band spectrum.\nBeck described the deal as the missing piece in Rocket Lab’s strategy to control the space value chain — from launching rockets and manufacturing spacecraft to operating satellites and selling services.\nRocket Lab Wants IoT, Defense and PNT\nDuring the call, Beck also said the company plans to expand Iridium into satellite IoT, direct-to-device connectivity, positioning, navigation and timing, defense, aviation and maritime safety.\n\"We will not simply continue Iridium’s network,\" Beck said. \"We will expand upon it and scale it into untapped markets.\"\nThe strategy could also enable Rocket Lab to build and launch its own spacecraft for Iridium, reducing its reliance on external providers.\nRocket Lab Q2 Revenue Beats Estimates\nRocket Lab reported second-quarter revenue of $234.07 million, topping the consensus estimate of $231.35 million.\nHowever, the company posted a loss of 8 cents per share, slightly wider than analysts’ expected loss of 7 cents per share. The company ended the quarter with a record backlog of $2.36 billion and approximately $2.13 billion in cash and cash equivalents.\nFor the third quarter, Rocket Lab expects revenue between $250 million and $265 million, above analysts’ estimate of $238.53 million. The company also projects an adjusted EBITDA loss of $17 million to $23 million for the quarter.\nPrice Action: Rocket Lab shares closed at $80.04 on Monday, down 2.79% and fell another 9.6% to $72.36 in Tuesday’s premarket trading, according to Benzinga Pro.\nBenzinga Edge ranks Rocket Lab in the 73rd percentile for Momentum, with the stock showing a negative short- and medium-term price trend but a positive long-term trend.\n\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\n\n\n\nRead Also:\n\nRocket Lab Rebounds as Options Market Points to Volatility After Earnings\n\n\n\nPhoto courtesy: Shutterstock","news_type":1,"symbols_score_info":{"ROKT":0.6,"DIPR":0.6,"FSPC":0.6,"RKLX":0.6,"XTL":0.6,"IRDM":1.88,"RKLZ":0.6,"MARS":0.6,"RKLB":1.98,"ORBX":0.6,"WARP":0.6,"COWG":0.6}},"isVote":1,"tweetType":1,"viewCount":1598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595774621307128,"gmtCreate":1786479539141,"gmtModify":1786479542054,"author":{"id":"4197350806370832","authorId":"4197350806370832","name":"Moneymaking machine","avatar":"https://community-static.tradeup.com/news/8128955acb6f6deb4833a626b5c13d7f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197350806370832","authorIdStr":"4197350806370832"},"themes":[],"title":"","htmlText":"SMCI with good earnings and the entire market is happy&nbsp;","listText":"SMCI with good earnings and the entire market is happy&nbsp;","text":"SMCI with good earnings and the entire market is happy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595774621307128","repostId":"2658948113","repostType":2,"repost":{"id":"2658948113","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1786478742,"share":"https://ttm.financial/m/news/2658948113?lang=en_US&edition=fundamental","pubTime":"2026-08-12 04:05","market":"hk","language":"en","title":"Super Micro Computer Q4 Adj. EPS $1.70 Beats $0.62 Estimate, Sales $11.120B Miss $12.332B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2658948113","media":"Benzinga Earnings","summary":"Super Micro Computer (NASDAQ:SMCI) reported quarterly earnings of $1.70 per share which beat the analyst consensus estimate of $0.62 by 174.19 percent. This is a 314.63 percent increase over earnings of $0.41 per share","content":"<html><body>Super Micro Computer (NASDAQ:SMCI) reported quarterly earnings of $1.70 per share which beat the analyst consensus estimate of $0.62 by 174.19 percent. This is a 314.63 percent increase over earnings of $0.41 per share from the same period last year.  The company reported quarterly sales of $11.120 billion which missed the analyst consensus estimate of $12.332 billion by 9.83 percent.  This is a 93.16 percent increase over sales of $5.757 billion the same period last year.</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>Super Micro Computer Q4 Adj. EPS $1.70 Beats $0.62 Estimate, Sales $11.120B Miss $12.332B Estimate</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\">\nSuper Micro Computer Q4 Adj. EPS $1.70 Beats $0.62 Estimate, Sales $11.120B Miss $12.332B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-12 04:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body>Super Micro Computer (NASDAQ:SMCI) reported quarterly earnings of $1.70 per share which beat the analyst consensus estimate of $0.62 by 174.19 percent. This is a 314.63 percent increase over earnings of $0.41 per share from the same period last year.  The company reported quarterly sales of $11.120 billion which missed the analyst consensus estimate of $12.332 billion by 9.83 percent.  This is a 93.16 percent increase over sales of $5.757 billion the same period last year.</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMYY":"GraniteShares YieldBOOST SMCI ETF","SMCX":"2倍做多SMCI ETF-Defiance","SMCI":"超微电脑","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","BK4170":"电脑硬件、储存设备及电脑周边","BK4543":"AI","BK4585":"ETF&股票定投概念","SMCY":"SMCI期权收益策略ETF-YieldMax","SMCZ":"2倍做空SMCI ETF-Defiance","LU1861215975.USD":"贝莱德新一代科技基金 A2","SMCL":"2倍做多SMCI ETF-Graniteshares","BK4588":"碎股","SMCC":"2倍做多SMCI ETF-Corgi","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H"},"source_url":"https://www.benzinga.com/news/earnings/26/08/61125690/super-micro-computer-q4-adj-eps-1-70-beats-0-62-estimate-sales-11-120b-miss-12-332b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2658948113","content_text":"Super Micro Computer (NASDAQ:SMCI) reported quarterly earnings of $1.70 per share which beat the analyst consensus estimate of $0.62 by 174.19 percent. This is a 314.63 percent increase over earnings of $0.41 per share from the same period last year.  The company reported quarterly sales of $11.120 billion which missed the analyst consensus estimate of $12.332 billion by 9.83 percent.  This is a 93.16 percent increase over sales of $5.757 billion the same period last year.","news_type":1,"symbols_score_info":{"SMCC":0.6,"SMCX":0.6,"SMYY":0.6,"SMCI":1.99,"SMCY":0.6,"SMCL":0.6,"SMCZ":0.6}},"isVote":1,"tweetType":1,"viewCount":2210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":594319746555904,"gmtCreate":1786124262373,"gmtModify":1786124637353,"author":{"id":"4236749108338382","authorId":"4236749108338382","name":"sippinonyak","avatar":"https://community-static.tradeup.com/news/ac77c97f38546d554f64905f1a009a4d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4236749108338382","authorIdStr":"4236749108338382"},"themes":[],"title":"","htmlText":"HZT!","listText":"HZT!","text":"HZT!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/594319746555904","repostId":"2657664423","repostType":2,"repost":{"id":"2657664423","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1786113435,"share":"https://ttm.financial/m/news/2657664423?lang=en_US&edition=fundamental","pubTime":"2026-08-07 22:37","market":"hk","language":"en","title":"QUICK SPARK: Hertz Short Squeeze is On — Stock Rips After Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2657664423","media":"Benzinga Earnings","summary":"A potential Hertze short squeeze spiked the car rental company&#39;s stock price after strong earnings, with short interest at 73.85% of float.","content":"<html><body><p><strong><a href=\"https://laohu8.com/S/HTZWW\">Hertz Global</a> Holdings</strong> (NASDAQ:HTZ) is surging after earnings as heavy short interest and retail chatter fuel a potential short squeeze in the stock — shares are up roughly 50% over the past two days, with 73.85% of the float sold short based on Benzinga Pro data. </p>\n<p>The car rental stock is also Friday’s top trending ticker on WallStreetBets, per Swaggy Stocks.</p>\n<h2>Short Interest Drives Squeeze Potential</h2>\n<p>Traders have been targeting names like <strong>Avis Budget</strong> <strong>Group</strong> (NASDAQ:CAR) and<strong> <a href=\"https://laohu8.com/S/LCID\">Lucid</a> Group </strong>(NASDAQ:LCID), which are also seeing significant short interest.</p>\n<p>Avis Budget, for example, has short interest well above 50% of its float, drawing attention from squeeze-chasing traders.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nThe <a href=\"https://laohu8.com/S/TTD\">Trade Desk</a> Stock Collapses 80% in 1 Year\n</strong>\n</p>\n</div>\n<p>This clustering of short sellers in travel and auto sectors, including <a href=\"https://laohu8.com/S/HTZ\">Hertz</a>, suggests skepticism around demand strength and capital needs. Elevated short interest in these stocks could lead to rapid covering if any positive catalysts emerge, such as upbeat earnings or macroeconomic data that eases recession fears. </p>\n<h2>HTZ Technical Analysis </h2>\n<p>Hertz is currently showing a mixed technical picture, with the price trading significantly above the 20-day simple moving average (SMA) but well below the longer-term averages like the 50-day and 200-day SMAs. </p>\n<p>This positioning suggests a short-term bullish sentiment, but the longer-term trend remains bearish, indicating potential volatility ahead.</p>\n<p>The RSI is currently at 66.02, which is in neutral territory but close to overbought levels. This suggests that while there is upward momentum, traders should be cautious as a move above 70 could signal a pullback.</p>\n<p>In June, Hertz experienced a death cross when the 50-day SMA crossed below the 200-day SMA. This bearish signal typically indicates a longer-term downtrend, reinforcing the need for caution in the current trading environment.</p>\n<p>Over the past 12 months, Hertz Global Holdings, Inc’s stock has declined by 59.04%, highlighting a significant longer-term downtrend. This performance underscores the challenges the company has faced and suggests that traders should be wary of potential further declines unless a strong reversal signal emerges.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nSpaceX Latest Pentagon Deal Is Bigger Than Half a Year of Rocket Revenue\n</strong>\n</p>\n</div>\n<p><em>Image: Shutterstock</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>QUICK SPARK: Hertz Short Squeeze is On — Stock Rips After Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQUICK SPARK: Hertz Short Squeeze is On — Stock Rips After Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-07 22:37</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong><a href=\"https://laohu8.com/S/HTZWW\">Hertz Global</a> Holdings</strong> (NASDAQ:HTZ) is surging after earnings as heavy short interest and retail chatter fuel a potential short squeeze in the stock — shares are up roughly 50% over the past two days, with 73.85% of the float sold short based on Benzinga Pro data. </p>\n<p>The car rental stock is also Friday’s top trending ticker on WallStreetBets, per Swaggy Stocks.</p>\n<h2>Short Interest Drives Squeeze Potential</h2>\n<p>Traders have been targeting names like <strong>Avis Budget</strong> <strong>Group</strong> (NASDAQ:CAR) and<strong> <a href=\"https://laohu8.com/S/LCID\">Lucid</a> Group </strong>(NASDAQ:LCID), which are also seeing significant short interest.</p>\n<p>Avis Budget, for example, has short interest well above 50% of its float, drawing attention from squeeze-chasing traders.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nThe <a href=\"https://laohu8.com/S/TTD\">Trade Desk</a> Stock Collapses 80% in 1 Year\n</strong>\n</p>\n</div>\n<p>This clustering of short sellers in travel and auto sectors, including <a href=\"https://laohu8.com/S/HTZ\">Hertz</a>, suggests skepticism around demand strength and capital needs. Elevated short interest in these stocks could lead to rapid covering if any positive catalysts emerge, such as upbeat earnings or macroeconomic data that eases recession fears. </p>\n<h2>HTZ Technical Analysis </h2>\n<p>Hertz is currently showing a mixed technical picture, with the price trading significantly above the 20-day simple moving average (SMA) but well below the longer-term averages like the 50-day and 200-day SMAs. </p>\n<p>This positioning suggests a short-term bullish sentiment, but the longer-term trend remains bearish, indicating potential volatility ahead.</p>\n<p>The RSI is currently at 66.02, which is in neutral territory but close to overbought levels. This suggests that while there is upward momentum, traders should be cautious as a move above 70 could signal a pullback.</p>\n<p>In June, Hertz experienced a death cross when the 50-day SMA crossed below the 200-day SMA. This bearish signal typically indicates a longer-term downtrend, reinforcing the need for caution in the current trading environment.</p>\n<p>Over the past 12 months, Hertz Global Holdings, Inc’s stock has declined by 59.04%, highlighting a significant longer-term downtrend. This performance underscores the challenges the company has faced and suggests that traders should be wary of potential further declines unless a strong reversal signal emerges.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nSpaceX Latest Pentagon Deal Is Bigger Than Half a Year of Rocket Revenue\n</strong>\n</p>\n</div>\n<p><em>Image: Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","BK4217":"自存仓储房地产信托","LCID":"Lucid Group Inc","BK4230":"旅客陆运","SMA":"Smartstop Self Storage REIT Inc","BK4596":"哈里斯概念","LCIZ":"Tradr 2X Short LCID Daily ETF","BK4551":"寇图资本持仓","BK4022":"陆运","CAR":"安飞士","LCDL":"2倍做多LCID ETF-GraniteShares","BK4585":"ETF&股票定投概念","BK4099":"汽车制造商","HTZ":"赫兹租车"},"source_url":"https://www.benzinga.com/trading-ideas/movers/26/08/61042650/hertz-short-squeeze-is-on-stock-rips-after-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2657664423","content_text":"Hertz Global Holdings (NASDAQ:HTZ) is surging after earnings as heavy short interest and retail chatter fuel a potential short squeeze in the stock — shares are up roughly 50% over the past two days, with 73.85% of the float sold short based on Benzinga Pro data. \nThe car rental stock is also Friday’s top trending ticker on WallStreetBets, per Swaggy Stocks.\nShort Interest Drives Squeeze Potential\nTraders have been targeting names like Avis Budget Group (NASDAQ:CAR) and Lucid Group (NASDAQ:LCID), which are also seeing significant short interest.\nAvis Budget, for example, has short interest well above 50% of its float, drawing attention from squeeze-chasing traders.\n\n\n\nRead Also:\n\nThe Trade Desk Stock Collapses 80% in 1 Year\n\n\n\nThis clustering of short sellers in travel and auto sectors, including Hertz, suggests skepticism around demand strength and capital needs. Elevated short interest in these stocks could lead to rapid covering if any positive catalysts emerge, such as upbeat earnings or macroeconomic data that eases recession fears. \nHTZ Technical Analysis \nHertz is currently showing a mixed technical picture, with the price trading significantly above the 20-day simple moving average (SMA) but well below the longer-term averages like the 50-day and 200-day SMAs. \nThis positioning suggests a short-term bullish sentiment, but the longer-term trend remains bearish, indicating potential volatility ahead.\nThe RSI is currently at 66.02, which is in neutral territory but close to overbought levels. This suggests that while there is upward momentum, traders should be cautious as a move above 70 could signal a pullback.\nIn June, Hertz experienced a death cross when the 50-day SMA crossed below the 200-day SMA. This bearish signal typically indicates a longer-term downtrend, reinforcing the need for caution in the current trading environment.\nOver the past 12 months, Hertz Global Holdings, Inc’s stock has declined by 59.04%, highlighting a significant longer-term downtrend. This performance underscores the challenges the company has faced and suggests that traders should be wary of potential further declines unless a strong reversal signal emerges.\n\n\n\nRead Also:\n\nSpaceX Latest Pentagon Deal Is Bigger Than Half a Year of Rocket Revenue\n\n\n\nImage: Shutterstock","news_type":1,"symbols_score_info":{"CAR":1,"SMA":1,"LCID":1,"HTZ":1,"LCIZ":0.6,"LCDL":0.6}},"isVote":1,"tweetType":1,"viewCount":1787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":593350110598008,"gmtCreate":1785887269627,"gmtModify":1785887273006,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"AlanGoh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570187411453325","authorIdStr":"3570187411453325"},"themes":[],"title":"","htmlText":"That's insightful! =)&nbsp;","listText":"That's insightful! =)&nbsp;","text":"That's insightful! =)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593350110598008","repostId":"2656518455","repostType":2,"repost":{"id":"2656518455","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1785849382,"share":"https://ttm.financial/m/news/2656518455?lang=en_US&edition=fundamental","pubTime":"2026-08-04 21:16","market":"us","language":"en","title":"Palantir Says Companies Are Paying to Give Away Their 'Most Important Secrets'","url":"https://stock-news.laohu8.com/highlight/detail?id=2656518455","media":"Benzinga Earnings","summary":"Palantir warns companies may be giving valuable know-how to AI providers. Concerns are driving demand for greater control over enterprise AI.","content":"<html><body><p>As businesses rush to adopt artificial intelligence, <strong><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a></strong> (NASDAQ:PLTR) believes many are making a costly tradeoff: paying AI providers while inadvertently sharing the knowledge that gives them a competitive edge. Speaking after Palantir’s blowout second-quarter earnings, Chief Revenue Officer <strong>Ryan Taylor</strong> argued that companies are increasingly feeding third-party AI platforms not just their data, but also the way they work. </p>\n<p>Every prompt employees write, every workflow they automate and every business process they refine can reveal valuable insights about how a company operates. According to Palantir, that information could become just as valuable as the underlying data itself.</p>\n<h2>Palantir’s Warning: Your Competitive Edge Could Be at Risk</h2>\n<p>Taylor delivered one of the strongest messages from the earnings call when describing what he considers an unfolding trend across corporate America.</p>\n<p>“Companies are paying to give away their most important secrets, the very basis for their competitive advantage, ultimately contributing to the commoditization of their own businesses as their secrets become the training data embedded in the foundations of all future models,” he said.</p>\n<p>Palantir argues the issue goes beyond simply protecting company data. It says businesses also risk exposing the expertise, workflows and decision-making processes that make them unique, making control over that information increasingly important as AI adoption grows.</p>\n<p>That concern is becoming a key selling point for Palantir’s software.</p>\n<p>Taylor said enterprises are increasingly demanding what the company calls “AI sovereignty”—an approach that allows businesses to retain ownership over the data, logic, actions and security behind their AI systems. As he put it, “An organization’s data is its treasure.”</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nPalantir Is Breaking The Rule Of 40—And That May Be The Bigger Story Than AI\n</strong>\n</p>\n</div>\n<h2>Why Palantir Says Companies Are Changing Their Approach</h2>\n<p>Chief Executive Officer <strong>Alex Karp</strong> said businesses are only now beginning to appreciate how much valuable information they may be handing over as they expand their use of AI.</p>\n<p>During the earnings call, Karp argued that the value isn’t limited to the information companies store internally. It also includes the knowledge generated as employees interact with AI systems and refine how work gets done. He said businesses are realizing that this information “is probably more valuable than just the data in my enterprise.”</p>\n<p>Later in the Q&amp;A session, Karp said companies increasingly understand that they are “transferring their data, their prompts, the way they run their business, their expertise, to a third party,” adding that customers now want to better understand how they can keep greater control over that information.</p>\n<h2>Why Investors Should Watch</h2>\n<p>For Palantir, this isn’t just a philosophical argument. The Miami-based company reported 149% year-over-year growth in U.S. commercial revenue during the second quarter, with management arguing that more businesses are embracing its approach to keeping AI systems—and the valuable knowledge they generate—under their own control rather than relying entirely on third-party platforms.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nAlex Karp Says 'Sovereign AI' Is Winning—Palantir Stock Surges 17%\n</strong>\n</p>\n</div>\n<p><em>Image via Shutterstock</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Says Companies Are Paying to Give Away Their 'Most Important Secrets'</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\">\nPalantir Says Companies Are Paying to Give Away Their 'Most Important Secrets'\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-04 21:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>As businesses rush to adopt artificial intelligence, <strong><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a></strong> (NASDAQ:PLTR) believes many are making a costly tradeoff: paying AI providers while inadvertently sharing the knowledge that gives them a competitive edge. Speaking after Palantir’s blowout second-quarter earnings, Chief Revenue Officer <strong>Ryan Taylor</strong> argued that companies are increasingly feeding third-party AI platforms not just their data, but also the way they work. </p>\n<p>Every prompt employees write, every workflow they automate and every business process they refine can reveal valuable insights about how a company operates. According to Palantir, that information could become just as valuable as the underlying data itself.</p>\n<h2>Palantir’s Warning: Your Competitive Edge Could Be at Risk</h2>\n<p>Taylor delivered one of the strongest messages from the earnings call when describing what he considers an unfolding trend across corporate America.</p>\n<p>“Companies are paying to give away their most important secrets, the very basis for their competitive advantage, ultimately contributing to the commoditization of their own businesses as their secrets become the training data embedded in the foundations of all future models,” he said.</p>\n<p>Palantir argues the issue goes beyond simply protecting company data. It says businesses also risk exposing the expertise, workflows and decision-making processes that make them unique, making control over that information increasingly important as AI adoption grows.</p>\n<p>That concern is becoming a key selling point for Palantir’s software.</p>\n<p>Taylor said enterprises are increasingly demanding what the company calls “AI sovereignty”—an approach that allows businesses to retain ownership over the data, logic, actions and security behind their AI systems. As he put it, “An organization’s data is its treasure.”</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nPalantir Is Breaking The Rule Of 40—And That May Be The Bigger Story Than AI\n</strong>\n</p>\n</div>\n<h2>Why Palantir Says Companies Are Changing Their Approach</h2>\n<p>Chief Executive Officer <strong>Alex Karp</strong> said businesses are only now beginning to appreciate how much valuable information they may be handing over as they expand their use of AI.</p>\n<p>During the earnings call, Karp argued that the value isn’t limited to the information companies store internally. It also includes the knowledge generated as employees interact with AI systems and refine how work gets done. He said businesses are realizing that this information “is probably more valuable than just the data in my enterprise.”</p>\n<p>Later in the Q&amp;A session, Karp said companies increasingly understand that they are “transferring their data, their prompts, the way they run their business, their expertise, to a third party,” adding that customers now want to better understand how they can keep greater control over that information.</p>\n<h2>Why Investors Should Watch</h2>\n<p>For Palantir, this isn’t just a philosophical argument. The Miami-based company reported 149% year-over-year growth in U.S. commercial revenue during the second quarter, with management arguing that more businesses are embracing its approach to keeping AI systems—and the valuable knowledge they generate—under their own control rather than relying entirely on third-party platforms.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nAlex Karp Says 'Sovereign AI' Is Winning—Palantir Stock Surges 17%\n</strong>\n</p>\n</div>\n<p><em>Image via Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTG":"2倍做多PLTR ETF-Leverage Shares","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4585":"ETF&股票定投概念","IGV":"北美软件ETF-iShares","PTIR":"2倍做多PLTR ETF-GraniteShares","PLTD":"1倍做空PLTR ETF-Direxion","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","PLTU":"2倍做多PLTR ETF-Direxion","BK4547":"WSB热门概念","BK4613":"AI应用软件","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","PLTW":"PLTR周配息ETF-Roundhill","SHLD":"Global X Defense Tech ETF","PLTY":"PLTR期权收益策略ETF-YieldMax","EYES":"Corgi Data & Surveillance ETF","BK4588":"碎股","PLTI":"REX PLTR Growth & Income ETF","PLTZ":"2倍做空PLTR ETF-Defiance","GUNZ":"Tuttle Capital Self Defense Index ETF","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","PLTR":"Palantir Technologies Inc.","PLT":"Defiance Leveraged Long Plus Income PLTR ETF","PLTA":"ProShares Ultra PLTR ETF","BK4023":"应用软件","AIPI":"REX AI EQUITY PREMIUM INCOME ETF","PLYY":"GraniteShares YieldBOOST PLTR ETF","BK4543":"AI"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/26/08/60906376/palantir-says-companies-giving-most-important-secrets-away","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2656518455","content_text":"As businesses rush to adopt artificial intelligence, Palantir Technologies Inc. (NASDAQ:PLTR) believes many are making a costly tradeoff: paying AI providers while inadvertently sharing the knowledge that gives them a competitive edge. Speaking after Palantir’s blowout second-quarter earnings, Chief Revenue Officer Ryan Taylor argued that companies are increasingly feeding third-party AI platforms not just their data, but also the way they work. \nEvery prompt employees write, every workflow they automate and every business process they refine can reveal valuable insights about how a company operates. According to Palantir, that information could become just as valuable as the underlying data itself.\nPalantir’s Warning: Your Competitive Edge Could Be at Risk\nTaylor delivered one of the strongest messages from the earnings call when describing what he considers an unfolding trend across corporate America.\n“Companies are paying to give away their most important secrets, the very basis for their competitive advantage, ultimately contributing to the commoditization of their own businesses as their secrets become the training data embedded in the foundations of all future models,” he said.\nPalantir argues the issue goes beyond simply protecting company data. It says businesses also risk exposing the expertise, workflows and decision-making processes that make them unique, making control over that information increasingly important as AI adoption grows.\nThat concern is becoming a key selling point for Palantir’s software.\nTaylor said enterprises are increasingly demanding what the company calls “AI sovereignty”—an approach that allows businesses to retain ownership over the data, logic, actions and security behind their AI systems. As he put it, “An organization’s data is its treasure.”\n\n\n\nRead Also:\n\nPalantir Is Breaking The Rule Of 40—And That May Be The Bigger Story Than AI\n\n\n\nWhy Palantir Says Companies Are Changing Their Approach\nChief Executive Officer Alex Karp said businesses are only now beginning to appreciate how much valuable information they may be handing over as they expand their use of AI.\nDuring the earnings call, Karp argued that the value isn’t limited to the information companies store internally. It also includes the knowledge generated as employees interact with AI systems and refine how work gets done. He said businesses are realizing that this information “is probably more valuable than just the data in my enterprise.”\nLater in the Q&A session, Karp said companies increasingly understand that they are “transferring their data, their prompts, the way they run their business, their expertise, to a third party,” adding that customers now want to better understand how they can keep greater control over that information.\nWhy Investors Should Watch\nFor Palantir, this isn’t just a philosophical argument. The Miami-based company reported 149% year-over-year growth in U.S. commercial revenue during the second quarter, with management arguing that more businesses are embracing its approach to keeping AI systems—and the valuable knowledge they generate—under their own control rather than relying entirely on third-party platforms.\n\n\n\nRead Also:\n\nAlex Karp Says 'Sovereign AI' Is Winning—Palantir Stock Surges 17%\n\n\n\nImage via Shutterstock","news_type":1,"symbols_score_info":{"PLTZ":0.6,"PLTA":0.6,"PLTD":0.6,"PLTI":0.6,"PLTW":0.6,"PTIR":0.6,"PLTY":0.6,"SHLD":0.6,"PLT":0.6,"IGV":0.6,"EYES":0.6,"PLTR":1.98,"GUNZ":0.6,"PLTU":0.6,"PLYY":0.6,"PLTG":0.6,"PLOO":0.6,"AIPI":0.6}},"isVote":1,"tweetType":1,"viewCount":2545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":591185294263384,"gmtCreate":1785360882768,"gmtModify":1785360885501,"author":{"id":"4131703342800552","authorId":"4131703342800552","name":"neo26000","avatar":"https://community-static.tradeup.com/news/11d50ec0d6202770a8629aa7f06a5d4f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131703342800552","authorIdStr":"4131703342800552"},"themes":[],"title":"","htmlText":"Oops&nbsp;[Facepalm]&nbsp;&nbsp;[Spurting]&nbsp;&nbsp;[Surprised]&nbsp;&nbsp;","listText":"Oops&nbsp;[Facepalm]&nbsp;&nbsp;[Spurting]&nbsp;&nbsp;[Surprised]&nbsp;&nbsp;","text":"Oops [Facepalm] [Spurting] [Surprised]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591185294263384","repostId":"2655815472","repostType":2,"repost":{"id":"2655815472","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1785355366,"share":"https://ttm.financial/m/news/2655815472?lang=en_US&edition=fundamental","pubTime":"2026-07-30 04:02","market":"us","language":"en","title":"Meta Platforms Q2 EPS $6.18 Misses $7.13 Estimate, Sales $60.801B Beat $59.495B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2655815472","media":"Benzinga Earnings","summary":"Meta Platforms (NASDAQ:META) reported quarterly earnings of $6.18 per share which missed the analyst consensus estimate of $7.13 by 13.32 percent. This is a 13.45 percent decrease over earnings of $7.14 per share from","content":"<html><body><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (NASDAQ:META) reported quarterly earnings of $6.18 per share which missed the analyst consensus estimate of $7.13 by 13.32 percent. This is a 13.45 percent decrease over earnings of $7.14 per share from the same period last year.  The company reported quarterly sales of $60.801 billion which beat the analyst consensus estimate of $59.495 billion by 2.19 percent.  This is a 27.96 percent increase over sales of $47.516 billion the same period last year.</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>Meta Platforms Q2 EPS $6.18 Misses $7.13 Estimate, Sales $60.801B Beat $59.495B Estimate</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\">\nMeta Platforms Q2 EPS $6.18 Misses $7.13 Estimate, Sales $60.801B Beat $59.495B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-07-30 04:02</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><a href=\"https://laohu8.com/S/META\">Meta Platforms</a> (NASDAQ:META) reported quarterly earnings of $6.18 per share which missed the analyst consensus estimate of $7.13 by 13.32 percent. This is a 13.45 percent decrease over earnings of $7.14 per share from the same period last year.  The company reported quarterly sales of $60.801 billion which beat the analyst consensus estimate of $59.495 billion by 2.19 percent.  This is a 27.96 percent increase over sales of $47.516 billion the same period last year.</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0444971666.USD":"天利全球科技基金","METV":"Roundhill Ball Metaverse ETF","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","METW":"Roundhill META WeeklyPay™ ETF","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU2168564222.USD":"AZ ALLOCATION - 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This is a 13.45 percent decrease over earnings of $7.14 per share from the same period last year.  The company reported quarterly sales of $60.801 billion which beat the analyst consensus estimate of $59.495 billion by 2.19 percent.  This is a 27.96 percent increase over sales of $47.516 billion the same period last year.","news_type":1,"symbols_score_info":{"XLC":0.6,"FBL":0.6,"RSPC":0.6,"META":1.97,"VOX":0.6,"TRUC":0.6,"METD":0.6,"OGIG":0.6,"METW":0.6,"FBY":0.6,"METV":0.6,"LTL":0.6,"GXPC":0.6,"NULC":0.6,"METU":0.6,"FBYY":0.6,"GAMR":0.6,"FCOM":0.6}},"isVote":1,"tweetType":1,"viewCount":2089,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":621038471332432,"gmtCreate":1792649239898,"gmtModify":1792649242991,"author":{"id":"4232046433647452","authorId":"4232046433647452","name":"DC6791","avatar":"https://community-static.tradeup.com/news/8656a48ff4583bac5b524549c0eda4a9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4232046433647452","idStr":"4232046433647452"},"themes":[],"title":"","htmlText":"No wonder palantir is going up and netflix is tanking.","listText":"No wonder palantir is going up and netflix is tanking.","text":"No wonder palantir is going up and netflix is tanking.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/621038471332432","repostId":"1188061613","repostType":2,"repost":{"id":"1188061613","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1792648800,"share":"https://ttm.financial/m/news/1188061613?lang=en_US&edition=fundamental","pubTime":"2026-10-22 14:00","market":"us","language":"en","title":"Cathie Wood Adds Netflix After Earnings Selloff, Ark Keeps Selling Palantir Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1188061613","media":"Benzinga Earnings","summary":"On Wednesday, Cathie Wood-led Ark Invest purchased shares of $Netflix(NFLX)$, while continuing to trim its position in $Palantir(PLTR)$.The Netflix TradeArk purchased 18,783 Netflix shares through...","content":"<html><head></head><body><p>On Wednesday, Cathie Wood-led Ark Invest purchased shares of <a href=\"https://laohu8.com/S/NFLX\">Netflix</a>, while continuing to trim its position in <a href=\"https://laohu8.com/S/PLTR\">Palantir</a>.</p><h2 id=\"id_2981367989\" style=\"text-align: start;\">The Netflix Trade</h2><p style=\"text-align: start;\">Ark purchased 18,783 Netflix shares through the <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> (BATS:ARKW). The trade was worth approximately $1.2 million, based on Wednesday’s closing price of $65.04.</p><p>Netflix shares fell to a 52-week low following disappointing fourth-quarter guidance.</p><p style=\"text-align: start;\">The streaming company projected fourth-quarter revenue of $13.442 billion and earnings of 67 cents per share, below analyst estimates of $13.517 billion and 73 cents, respectively.</p><p style=\"text-align: start;\">Third-quarter revenue rose 12% year over year to $12.874 billion, narrowly missing expectations of $12.876 billion. Earnings of 87 cents per share exceeded the consensus estimate of 82 cents.</p><p style=\"text-align: start;\">Evercore ISI’s Mark Mahaney said Netflix needed stronger programming to improve engagement, warning that sustained weakness could eventually weigh on subscriber growth and pricing power.</p><p style=\"text-align: start;\">Several analysts lowered their forecasts following the results. BofA Securities analyst Jessica Reif Ehrlich maintained a Buy rating but cut her price target to $90 from $105.</p><p>Morgan Stanley’s Sean Diffley retained an Overweight rating while lowering his target to $77 from $80. Rosenblatt’s Barton Crockett maintained Neutral and reduced his target to $71 from $75, while Needham’s Laura Martin downgraded Netflix to Hold from Buy.</p><h2 id=\"id_2745989384\" style=\"text-align: start;\">The Palantir Trade</h2><p style=\"text-align: start;\">Ark sold 3,194 Palantir shares through the <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (BATS:ARKK). The trade was worth approximately $644,294, based on Wednesday’s closing price of $201.72.</p><p>The sale extended Ark’s Palantir trimming to three consecutive trading sessions. The firm sold 18,349 shares on Monday, worth approximately $3.6 million, and 27,790 shares on Tuesday, worth approximately $5.4 million.</p><p style=\"text-align: start;\">Across those three sessions, Ark sold 49,333 shares, with an estimated combined value of $9.6 million, using each day’s closing price.</p><p style=\"text-align: start;\">Separately, Charles Schwab’s George Tsilis flagged Palantir’s valuation as a key risk, saying its multiple “already prices in years of exceptional execution.”</p><p>In comments reported Tuesday, Tsilis said Palantir traded at approximately 124 times forward earnings, compared with roughly 22 times for application software peers.</p><p style=\"text-align: start;\">Palantir’s second-quarter revenue increased 93% year over year to approximately $1.94 billion, while U.S. commercial revenue rose 149% to $764 million. Tsilis nevertheless noted that international commercial adoption had lagged the domestic business.</p><h2 id=\"id_863475622\" style=\"text-align: start;\">Other Key Trades</h2><ul style=\"list-style-type: initial;\"><li><p>Pacific Biosciences of California Inc. (PACB): ARKG and ARKK purchased a combined 265,611 shares.</p></li><li><p>X-Energy Inc. (XE): ARKQ and ARKX bought a combined 200,347 shares.</p></li><li><p>Scribe Therapeutics Inc. (SCTX): Ark purchased 199,698 shares through ARKG.</p></li><li><p>Intuitive Surgical Inc. (ISRG): Ark bought 6,411 shares through ARKQ.</p></li><li><p>Oklo Inc. (OKLO): Ark purchased 42,230 shares through ARKQ.</p></li><li><p>Intuitive Machines Inc. (LUNR): Ark bought 43,539 shares through ARKX.</p></li><li><p>Personalis Inc. (PSNL): Ark sold 182,507 shares through ARKG.</p></li><li><p>Shopify Inc. (SHOP): ARKK and ARKW sold a combined 17,053 shares.</p></li><li><p>Elbit Systems Ltd. (ESLT): ARKQ and ARKX sold a combined 3,757 shares.</p></li><li><p>Amazon.com Inc. (AMZN): ARKK sold 494 shares.</p></li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Adds Netflix After Earnings Selloff, Ark Keeps Selling Palantir Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Adds Netflix After Earnings Selloff, Ark Keeps Selling Palantir Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-10-22 14:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>On Wednesday, Cathie Wood-led Ark Invest purchased shares of <a href=\"https://laohu8.com/S/NFLX\">Netflix</a>, while continuing to trim its position in <a href=\"https://laohu8.com/S/PLTR\">Palantir</a>.</p><h2 id=\"id_2981367989\" style=\"text-align: start;\">The Netflix Trade</h2><p style=\"text-align: start;\">Ark purchased 18,783 Netflix shares through the <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> (BATS:ARKW). The trade was worth approximately $1.2 million, based on Wednesday’s closing price of $65.04.</p><p>Netflix shares fell to a 52-week low following disappointing fourth-quarter guidance.</p><p style=\"text-align: start;\">The streaming company projected fourth-quarter revenue of $13.442 billion and earnings of 67 cents per share, below analyst estimates of $13.517 billion and 73 cents, respectively.</p><p style=\"text-align: start;\">Third-quarter revenue rose 12% year over year to $12.874 billion, narrowly missing expectations of $12.876 billion. Earnings of 87 cents per share exceeded the consensus estimate of 82 cents.</p><p style=\"text-align: start;\">Evercore ISI’s Mark Mahaney said Netflix needed stronger programming to improve engagement, warning that sustained weakness could eventually weigh on subscriber growth and pricing power.</p><p style=\"text-align: start;\">Several analysts lowered their forecasts following the results. BofA Securities analyst Jessica Reif Ehrlich maintained a Buy rating but cut her price target to $90 from $105.</p><p>Morgan Stanley’s Sean Diffley retained an Overweight rating while lowering his target to $77 from $80. Rosenblatt’s Barton Crockett maintained Neutral and reduced his target to $71 from $75, while Needham’s Laura Martin downgraded Netflix to Hold from Buy.</p><h2 id=\"id_2745989384\" style=\"text-align: start;\">The Palantir Trade</h2><p style=\"text-align: start;\">Ark sold 3,194 Palantir shares through the <a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (BATS:ARKK). The trade was worth approximately $644,294, based on Wednesday’s closing price of $201.72.</p><p>The sale extended Ark’s Palantir trimming to three consecutive trading sessions. The firm sold 18,349 shares on Monday, worth approximately $3.6 million, and 27,790 shares on Tuesday, worth approximately $5.4 million.</p><p style=\"text-align: start;\">Across those three sessions, Ark sold 49,333 shares, with an estimated combined value of $9.6 million, using each day’s closing price.</p><p style=\"text-align: start;\">Separately, Charles Schwab’s George Tsilis flagged Palantir’s valuation as a key risk, saying its multiple “already prices in years of exceptional execution.”</p><p>In comments reported Tuesday, Tsilis said Palantir traded at approximately 124 times forward earnings, compared with roughly 22 times for application software peers.</p><p style=\"text-align: start;\">Palantir’s second-quarter revenue increased 93% year over year to approximately $1.94 billion, while U.S. commercial revenue rose 149% to $764 million. Tsilis nevertheless noted that international commercial adoption had lagged the domestic business.</p><h2 id=\"id_863475622\" style=\"text-align: start;\">Other Key Trades</h2><ul style=\"list-style-type: initial;\"><li><p>Pacific Biosciences of California Inc. (PACB): ARKG and ARKK purchased a combined 265,611 shares.</p></li><li><p>X-Energy Inc. (XE): ARKQ and ARKX bought a combined 200,347 shares.</p></li><li><p>Scribe Therapeutics Inc. (SCTX): Ark purchased 199,698 shares through ARKG.</p></li><li><p>Intuitive Surgical Inc. (ISRG): Ark bought 6,411 shares through ARKQ.</p></li><li><p>Oklo Inc. (OKLO): Ark purchased 42,230 shares through ARKQ.</p></li><li><p>Intuitive Machines Inc. (LUNR): Ark bought 43,539 shares through ARKX.</p></li><li><p>Personalis Inc. (PSNL): Ark sold 182,507 shares through ARKG.</p></li><li><p>Shopify Inc. (SHOP): ARKK and ARKW sold a combined 17,053 shares.</p></li><li><p>Elbit Systems Ltd. (ESLT): ARKQ and ARKX sold a combined 3,757 shares.</p></li><li><p>Amazon.com Inc. (AMZN): ARKK sold 494 shares.</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLU":"2倍做多NFLX ETF-T-REX","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","PLTA":"ProShares Ultra PLTR ETF","PLYY":"GraniteShares YieldBOOST PLTR ETF","NFLW":"Roundhill NFLX WeeklyPay™ ETF","PLTD":"1倍做空PLTR ETF-Direxion","NFLY":"NFLX期权收益策略ETF-YieldMax","ARKK":"ARK Innovation ETF","PLTG":"2倍做多PLTR ETF-Leverage Shares","PLTL":"2倍做多PLTR ETF-Corgi","PTIR":"2倍做多PLTR ETF-GraniteShares","PLTR":"Palantir Technologies Inc.","ARKW":"ARK Next Generation Internet ETF","PLTU":"2倍做多PLTR ETF-Direxion","NFX":"Corgi NFLX 2x Daily ETF","PLTI":"REX PLTR Growth & Income ETF","PLTW":"PLTR周配息ETF-Roundhill","NFXL":"2倍做多NFLX ETF-Direxion","PLTY":"PLTR期权收益策略ETF-YieldMax","NFXS":"1倍做空NFLX ETF-Direxion","NFLX":"奈飞","NFLP":"KURV YIELD PREMIUM STRATEGY NETFLIX (NFLX) ETF","PLTZ":"2倍做空PLTR ETF-Defiance"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188061613","content_text":"On Wednesday, Cathie Wood-led Ark Invest purchased shares of Netflix, while continuing to trim its position in Palantir.The Netflix TradeArk purchased 18,783 Netflix shares through the ARK Next Generation Internet ETF (BATS:ARKW). The trade was worth approximately $1.2 million, based on Wednesday’s closing price of $65.04.Netflix shares fell to a 52-week low following disappointing fourth-quarter guidance.The streaming company projected fourth-quarter revenue of $13.442 billion and earnings of 67 cents per share, below analyst estimates of $13.517 billion and 73 cents, respectively.Third-quarter revenue rose 12% year over year to $12.874 billion, narrowly missing expectations of $12.876 billion. Earnings of 87 cents per share exceeded the consensus estimate of 82 cents.Evercore ISI’s Mark Mahaney said Netflix needed stronger programming to improve engagement, warning that sustained weakness could eventually weigh on subscriber growth and pricing power.Several analysts lowered their forecasts following the results. BofA Securities analyst Jessica Reif Ehrlich maintained a Buy rating but cut her price target to $90 from $105.Morgan Stanley’s Sean Diffley retained an Overweight rating while lowering his target to $77 from $80. Rosenblatt’s Barton Crockett maintained Neutral and reduced his target to $71 from $75, while Needham’s Laura Martin downgraded Netflix to Hold from Buy.The Palantir TradeArk sold 3,194 Palantir shares through the ARK Innovation ETF (BATS:ARKK). The trade was worth approximately $644,294, based on Wednesday’s closing price of $201.72.The sale extended Ark’s Palantir trimming to three consecutive trading sessions. The firm sold 18,349 shares on Monday, worth approximately $3.6 million, and 27,790 shares on Tuesday, worth approximately $5.4 million.Across those three sessions, Ark sold 49,333 shares, with an estimated combined value of $9.6 million, using each day’s closing price.Separately, Charles Schwab’s George Tsilis flagged Palantir’s valuation as a key risk, saying its multiple “already prices in years of exceptional execution.”In comments reported Tuesday, Tsilis said Palantir traded at approximately 124 times forward earnings, compared with roughly 22 times for application software peers.Palantir’s second-quarter revenue increased 93% year over year to approximately $1.94 billion, while U.S. commercial revenue rose 149% to $764 million. Tsilis nevertheless noted that international commercial adoption had lagged the domestic business.Other Key TradesPacific Biosciences of California Inc. (PACB): ARKG and ARKK purchased a combined 265,611 shares.X-Energy Inc. (XE): ARKQ and ARKX bought a combined 200,347 shares.Scribe Therapeutics Inc. (SCTX): Ark purchased 199,698 shares through ARKG.Intuitive Surgical Inc. (ISRG): Ark bought 6,411 shares through ARKQ.Oklo Inc. (OKLO): Ark purchased 42,230 shares through ARKQ.Intuitive Machines Inc. (LUNR): Ark bought 43,539 shares through ARKX.Personalis Inc. (PSNL): Ark sold 182,507 shares through ARKG.Shopify Inc. (SHOP): ARKK and ARKW sold a combined 17,053 shares.Elbit Systems Ltd. (ESLT): ARKQ and ARKX sold a combined 3,757 shares.Amazon.com Inc. (AMZN): ARKK sold 494 shares.","news_type":1,"symbols_score_info":{"PLYY":0.6,"NFX":0.6,"ARKW":2,"PLTD":0.6,"NFLX":2,"NFLY":0.6,"NFXS":0.6,"ARKK":2,"PLTL":0.6,"NFXL":0.6,"NFLU":0.6,"PLTG":0.6,"PTIR":0.6,"PLOO":0.6,"NFLP":0.6,"PLTI":0.6,"PLTA":0.6,"NFLW":0.6,"PLTU":0.6,"PLTW":0.6,"PLTZ":0.6,"PLTR":2,"PLTY":0.6}},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":618316020588944,"gmtCreate":1791936577757,"gmtModify":1791936581025,"author":{"id":"3575975726985689","authorId":"3575975726985689","name":"Jetlee keng nian","avatar":"https://community-static.tradeup.com/news/7b9ffcd89300ad37cf354294b9ab214a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575975726985689","idStr":"3575975726985689"},"themes":[],"title":"","htmlText":"After report out.. UNH still remain e same stock price... sigh.. 😞&nbsp;","listText":"After report out.. UNH still remain e same stock price... sigh.. 😞&nbsp;","text":"After report out.. UNH still remain e same stock price... sigh.. 😞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/618316020588944","repostId":"2675366825","repostType":2,"repost":{"id":"2675366825","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1791908804,"share":"https://ttm.financial/m/news/2675366825?lang=en_US&edition=fundamental","pubTime":"2026-10-14 00:26","market":"hk","language":"en","title":"UnitedHealth Stock Wobbles Despite 61% Profit Jump, Boosted Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2675366825","media":"Benzinga Earnings","summary":"UnitedHealth beats Q3 estimates and says 2027 consensus is conservative despite persistent medical costs.","content":"<html><body><p><strong>UnitedHealth Group Inc.</strong> (NYSE:UNH) beat third-quarter estimates on Tuesday and raised its informal full-year outlook for 2026. Management also told analysts their 2027 numbers look too conservative.</p>\n<p>The insurer now expects 2026 adjusted earnings of at least $20.50 per share, up from its previous range of $19.50 to $20. Analysts had expected $19.86, per Benzinga Pro data. </p>\n<ul>\n<li><em>UNH stock is moving after earnings. See the real-time price action here. </em></li>\n</ul>\n<h2><strong>Beat on Profit and Costs</strong></h2>\n<p>Adjusted EPS rose about 61% to $4.69 from $2.92 a year earlier, and revenue came in at $112.69 billion against expectations of $111.40 billion.</p>\n<p>The medical care ratio fell to 88.4% from 89.9% a year earlier, with UnitedHealth crediting plan design and new pricing for the improvement.</p>\n<p>“Our third quarter performance reflects actions taken throughout 2026, driving meaningful progress and reinforcing our confidence to sustainably grow in 2027 and beyond within our 13 to 16% long-term target growth range,” CEO <strong>Stephen Hemsley </strong>said on the earnings call.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nTop 10 Powder Keg Stocks Where Short Sellers Are Sitting on a Fuse\n</strong>\n</p>\n</div>\n<h2><strong>A Shot at 2027 Consensus</strong></h2>\n<p>CFO <strong>Wayne DeVeydt</strong> went further. “We view our 2026 adjusted EPS guidance of at least $20.50 as a solid run rate on which to grow,” he said.</p>\n<p>“We would offer that current analyst consensus for 2027 may understate the opportunity ahead and we see the lower end of our long-term 13% to 16% growth rate as a more reasonable starting point,” DeVeydt added.</p>\n<p>Growth of 13% from $20.50 works out to roughly $23.17 per share, while consensus for 2027 sits at $22.62.</p>\n<div>\n<p>\n<strong>\nSee More:\n\nTop Growth Stocks\n</strong>\n</p>\n</div>\n<h2><strong>Costs Still Bite</strong></h2>\n<p>Executives did not declare victory on medical costs. “Costs remain stubbornly high across the entire healthcare landscape, in particular in areas such as specialty pharmacy and acute healthcare service intensity,” UnitedHealthcare CEO <strong>Tim Noel</strong> said.</p>\n<p>Noel singled out the No Surprises Act, a law meant to shield patients from unexpected bills. </p>\n<p>“Of particular concern is the ongoing abuse of the No Surprises Act dispute process by a relatively small number of clinician groups and third-party organizations,” he said. </p>\n<p>Arbitration awards can run 10 to 11 times what Medicare would pay, he added.</p>\n<p>Commercial cost trends are still running above 11%. Asked about margin recovery in the commercial business, Noel said high utilization “is going to stretch out our ability to achieve those long-term objective margins.”</p>\n<p>Government programs looked better. The company now expects Medicare Advantage margins near the top of its 2% to 4% range. It called 2026 a trough year for core Medicaid margins, which should come in moderately better than minus 1%.</p>\n<p>UnitedHealth shares rose 2% before the bell but reversed after the call opened. Management held back formal 2027 guidance until an investor meeting before year-end.</p>\n<p>“So very positive. But we can’t really get to precision at this range,” Hemsley said.</p>\n<p><strong>UNH Stock Price Activity: </strong>UnitedHealth stock was up 0.58% at $380.71 at the time of publication Tuesday, according to Benzinga Pro.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nCerebras Stock Braces for 19.4 Million-Share Unlock After Record Low\n</strong>\n</p>\n</div>\n<p><em>Photo: Piotr Swat / Shutterstock</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UnitedHealth Stock Wobbles Despite 61% Profit Jump, Boosted Outlook</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\">\nUnitedHealth Stock Wobbles Despite 61% Profit Jump, Boosted Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-10-14 00:26</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong>UnitedHealth Group Inc.</strong> (NYSE:UNH) beat third-quarter estimates on Tuesday and raised its informal full-year outlook for 2026. Management also told analysts their 2027 numbers look too conservative.</p>\n<p>The insurer now expects 2026 adjusted earnings of at least $20.50 per share, up from its previous range of $19.50 to $20. Analysts had expected $19.86, per Benzinga Pro data. </p>\n<ul>\n<li><em>UNH stock is moving after earnings. See the real-time price action here. </em></li>\n</ul>\n<h2><strong>Beat on Profit and Costs</strong></h2>\n<p>Adjusted EPS rose about 61% to $4.69 from $2.92 a year earlier, and revenue came in at $112.69 billion against expectations of $111.40 billion.</p>\n<p>The medical care ratio fell to 88.4% from 89.9% a year earlier, with UnitedHealth crediting plan design and new pricing for the improvement.</p>\n<p>“Our third quarter performance reflects actions taken throughout 2026, driving meaningful progress and reinforcing our confidence to sustainably grow in 2027 and beyond within our 13 to 16% long-term target growth range,” CEO <strong>Stephen Hemsley </strong>said on the earnings call.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nTop 10 Powder Keg Stocks Where Short Sellers Are Sitting on a Fuse\n</strong>\n</p>\n</div>\n<h2><strong>A Shot at 2027 Consensus</strong></h2>\n<p>CFO <strong>Wayne DeVeydt</strong> went further. “We view our 2026 adjusted EPS guidance of at least $20.50 as a solid run rate on which to grow,” he said.</p>\n<p>“We would offer that current analyst consensus for 2027 may understate the opportunity ahead and we see the lower end of our long-term 13% to 16% growth rate as a more reasonable starting point,” DeVeydt added.</p>\n<p>Growth of 13% from $20.50 works out to roughly $23.17 per share, while consensus for 2027 sits at $22.62.</p>\n<div>\n<p>\n<strong>\nSee More:\n\nTop Growth Stocks\n</strong>\n</p>\n</div>\n<h2><strong>Costs Still Bite</strong></h2>\n<p>Executives did not declare victory on medical costs. “Costs remain stubbornly high across the entire healthcare landscape, in particular in areas such as specialty pharmacy and acute healthcare service intensity,” UnitedHealthcare CEO <strong>Tim Noel</strong> said.</p>\n<p>Noel singled out the No Surprises Act, a law meant to shield patients from unexpected bills. </p>\n<p>“Of particular concern is the ongoing abuse of the No Surprises Act dispute process by a relatively small number of clinician groups and third-party organizations,” he said. </p>\n<p>Arbitration awards can run 10 to 11 times what Medicare would pay, he added.</p>\n<p>Commercial cost trends are still running above 11%. Asked about margin recovery in the commercial business, Noel said high utilization “is going to stretch out our ability to achieve those long-term objective margins.”</p>\n<p>Government programs looked better. The company now expects Medicare Advantage margins near the top of its 2% to 4% range. It called 2026 a trough year for core Medicaid margins, which should come in moderately better than minus 1%.</p>\n<p>UnitedHealth shares rose 2% before the bell but reversed after the call opened. Management held back formal 2027 guidance until an investor meeting before year-end.</p>\n<p>“So very positive. But we can’t really get to precision at this range,” Hemsley said.</p>\n<p><strong>UNH Stock Price Activity: </strong>UnitedHealth stock was up 0.58% at $380.71 at the time of publication Tuesday, according to Benzinga Pro.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nCerebras Stock Braces for 19.4 Million-Share Unlock After Record Low\n</strong>\n</p>\n</div>\n<p><em>Photo: Piotr Swat / Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HRTS":"Tema Heart & Health ETF","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU2324357040.USD":"HSBC GIF GLOBAL EQUITY SUSTAINABLE HEALTHCARE \"AC\" (USD) ACC","UN":"CORGI UNH 2X DAILY ETF","MHIP":"Milliman Healthcare Inflation Plus ETF","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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Rowe Price Health Care ETF","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00B4R5TH58.HKD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (HKD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","GDOC":"Goldman Sachs Future Health Care Equity ETF","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD"},"source_url":"https://www.benzinga.com/markets/earnings/26/10/62332625/unitedhealth-stock-wobbles-despite-61-profit-jump-boosted-outlook","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2675366825","content_text":"UnitedHealth Group Inc. (NYSE:UNH) beat third-quarter estimates on Tuesday and raised its informal full-year outlook for 2026. Management also told analysts their 2027 numbers look too conservative.\nThe insurer now expects 2026 adjusted earnings of at least $20.50 per share, up from its previous range of $19.50 to $20. Analysts had expected $19.86, per Benzinga Pro data. \n\nUNH stock is moving after earnings. See the real-time price action here. \n\nBeat on Profit and Costs\nAdjusted EPS rose about 61% to $4.69 from $2.92 a year earlier, and revenue came in at $112.69 billion against expectations of $111.40 billion.\nThe medical care ratio fell to 88.4% from 89.9% a year earlier, with UnitedHealth crediting plan design and new pricing for the improvement.\n“Our third quarter performance reflects actions taken throughout 2026, driving meaningful progress and reinforcing our confidence to sustainably grow in 2027 and beyond within our 13 to 16% long-term target growth range,” CEO Stephen Hemsley said on the earnings call.\n\n\n\nRead Also:\n\nTop 10 Powder Keg Stocks Where Short Sellers Are Sitting on a Fuse\n\n\n\nA Shot at 2027 Consensus\nCFO Wayne DeVeydt went further. “We view our 2026 adjusted EPS guidance of at least $20.50 as a solid run rate on which to grow,” he said.\n“We would offer that current analyst consensus for 2027 may understate the opportunity ahead and we see the lower end of our long-term 13% to 16% growth rate as a more reasonable starting point,” DeVeydt added.\nGrowth of 13% from $20.50 works out to roughly $23.17 per share, while consensus for 2027 sits at $22.62.\n\n\n\nSee More:\n\nTop Growth Stocks\n\n\n\nCosts Still Bite\nExecutives did not declare victory on medical costs. “Costs remain stubbornly high across the entire healthcare landscape, in particular in areas such as specialty pharmacy and acute healthcare service intensity,” UnitedHealthcare CEO Tim Noel said.\nNoel singled out the No Surprises Act, a law meant to shield patients from unexpected bills. \n“Of particular concern is the ongoing abuse of the No Surprises Act dispute process by a relatively small number of clinician groups and third-party organizations,” he said. \nArbitration awards can run 10 to 11 times what Medicare would pay, he added.\nCommercial cost trends are still running above 11%. Asked about margin recovery in the commercial business, Noel said high utilization “is going to stretch out our ability to achieve those long-term objective margins.”\nGovernment programs looked better. The company now expects Medicare Advantage margins near the top of its 2% to 4% range. It called 2026 a trough year for core Medicaid margins, which should come in moderately better than minus 1%.\nUnitedHealth shares rose 2% before the bell but reversed after the call opened. Management held back formal 2027 guidance until an investor meeting before year-end.\n“So very positive. But we can’t really get to precision at this range,” Hemsley said.\nUNH Stock Price Activity: UnitedHealth stock was up 0.58% at $380.71 at the time of publication Tuesday, according to Benzinga Pro.\n\n\n\nRead Also:\n\nCerebras Stock Braces for 19.4 Million-Share Unlock After Record Low\n\n\n\nPhoto: Piotr Swat / Shutterstock","news_type":1,"symbols_score_info":{"TRUH":0.6,"HRTS":0.6,"UN":0.6,"TMED":0.6,"UNH":1.98,"JDOC":0.6,"IYH":0.6,"SUNH0main":0.6,"GDOC":0.6,"UNHU":0.6,"IXJ":0.6,"XLV":0.6,"FHLC":0.6,"UNHG":0.6,"UNHW":0.6,"RXL":0.6,"MHIP":0.6,"IHF":0.6}},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":609057478500856,"gmtCreate":1789722479559,"gmtModify":1789722482359,"author":{"id":"4226799958866312","authorId":"4226799958866312","name":"Suraj lap","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4226799958866312","idStr":"4226799958866312"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/609057478500856","repostId":"2668992053","repostType":2,"repost":{"id":"2668992053","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1789678255,"share":"https://ttm.financial/m/news/2668992053?lang=en_US&edition=fundamental","pubTime":"2026-09-18 04:50","market":"us","language":"en","title":"Upexi Q4 EPS $(0.21) Misses $(0.12) Estimate, Sales $3.149M Miss $7.572M Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2668992053","media":"Benzinga Earnings","summary":"Upexi (NASDAQ:UPXI) reported quarterly losses of $(0.21) per share which missed the analyst consensus estimate of $(0.12) by 75 percent. This is a 16 percent increase over losses of $(0.25) per share from the same","content":"<html><body>Upexi (NASDAQ:UPXI) reported quarterly losses of $(0.21) per share which missed the analyst consensus estimate of $(0.12) by 75 percent. This is a 16 percent increase over losses of $(0.25) per share from the same period last year.  The company reported quarterly sales of $3.149 million which missed the analyst consensus estimate of $7.572 million by 58.42 percent.  This is a 4.17 percent decrease over sales of $3.286 million the same period last year.</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>Upexi Q4 EPS $(0.21) Misses $(0.12) Estimate, Sales $3.149M Miss $7.572M Estimate</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\">\nUpexi Q4 EPS $(0.21) Misses $(0.12) Estimate, Sales $3.149M Miss $7.572M Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-18 04:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body>Upexi (NASDAQ:UPXI) reported quarterly losses of $(0.21) per share which missed the analyst consensus estimate of $(0.12) by 75 percent. This is a 16 percent increase over losses of $(0.25) per share from the same period last year.  The company reported quarterly sales of $3.149 million which missed the analyst consensus estimate of $7.572 million by 58.42 percent.  This is a 4.17 percent decrease over sales of $3.286 million the same period last year.</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UPXI":"Upexi, Inc.","BK4539":"次新股","BK4183":"个人用品","PXIU":"2倍做多UPXI ETF-T-Rex"},"source_url":"https://www.benzinga.com/news/earnings/26/09/61857507/upexi-q4-eps-0-21-misses-0-12-estimate-sales-3-149m-miss-7-572m-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2668992053","content_text":"Upexi (NASDAQ:UPXI) reported quarterly losses of $(0.21) per share which missed the analyst consensus estimate of $(0.12) by 75 percent. This is a 16 percent increase over losses of $(0.25) per share from the same period last year.  The company reported quarterly sales of $3.149 million which missed the analyst consensus estimate of $7.572 million by 58.42 percent.  This is a 4.17 percent decrease over sales of $3.286 million the same period last year.","news_type":1,"symbols_score_info":{"PXIU":0.6,"UPXI":1}},"isVote":1,"tweetType":1,"viewCount":1277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":606124903755848,"gmtCreate":1789016680199,"gmtModify":1789016683197,"author":{"id":"3582712972054494","authorId":"3582712972054494","name":"Tonykhoo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582712972054494","idStr":"3582712972054494"},"themes":[],"title":"","htmlText":"This guy has zero credibility&nbsp;","listText":"This guy has zero credibility&nbsp;","text":"This guy has zero credibility","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/606124903755848","repostId":"1105079225","repostType":2,"repost":{"id":"1105079225","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1789016400,"share":"https://ttm.financial/m/news/1105079225?lang=en_US&edition=fundamental","pubTime":"2026-09-10 13:00","market":"us","language":"en","title":"Michael Burry Sells All Nvidia, Palantir December 2026-Dated Puts","url":"https://stock-news.laohu8.com/highlight/detail?id=1105079225","media":"Benzinga Earnings","summary":"Michael Burry reshuffled his options portfolio on Wednesday, exiting his Nvidia Corp (NASDAQ:NVDA) and Palantir Technologies (NASDAQ:PLTR) December 2026 puts, while keeping longer-dated puts intact,...","content":"<html><head></head><body><p><strong>Michael Burry</strong> reshuffled his options portfolio on Wednesday, exiting his <strong>Nvidia Corp</strong> (NASDAQ:NVDA) and <strong>Palantir Technologies</strong> (NASDAQ:PLTR) December 2026 puts, while keeping longer-dated puts intact, per the Michael Burry Stock Tracker X account.</p><p style=\"text-align: start;\">According to the post, Burry sold his December 2026 Nvidia puts and December 2026 Palantir puts entirely, while keeping his 2027 PLTR puts and 2027 <strong>Invesco QQQ Trust</strong> (NASDAQ:QQQ) Trust puts unchanged.</p><p style=\"text-align: start;\">Burry also trimmed every other position in an effort to reduce risk. The claims were shared in an X post by @burrytracker.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/80325a1fcca2c9d5954eaaecf8e0d314\" tg-width=\"822\" tg-height=\"1133\"/></p><h2 id=\"id_3655738408\" style=\"text-align: start;\">Burry’s Concerns on Palantir’s Balance Sheet</h2><p style=\"text-align: start;\">Burry recently highlighted concerns about Palantir’s financial practices, writing: &#34;Palantir is losing bargaining power and channel stuffing.. The former is a weak business position; the latter, a crime.&#34;</p><p style=\"text-align: start;\">He pointed to the company’s accounts receivable, which have grown faster than revenue in nine of the last 12 quarters. Burry suggests this pattern may involve channel stuffing or aggressive revenue recognition, potentially weakening Palantir’s business position.</p><h2 id=\"id_3822945921\" style=\"text-align: start;\">Palantir and Nebius Partnership</h2><p style=\"text-align: start;\">On Tuesday, Palantir and <strong>Nebius Group N.V.</strong> (NASDAQ:NBIS) unveiled a strategic partnership, naming Nebius as Palantir’s preferred sovereign AI infrastructure partner.</p><p>The collaboration allows Palantir customers to deploy and fine-tune open models on Nebius hardware, challenging Burry’s bearish bets against both companies.</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>Michael Burry Sells All Nvidia, Palantir December 2026-Dated Puts</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\">\nMichael Burry Sells All Nvidia, Palantir December 2026-Dated Puts\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-10 13:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Michael Burry</strong> reshuffled his options portfolio on Wednesday, exiting his <strong>Nvidia Corp</strong> (NASDAQ:NVDA) and <strong>Palantir Technologies</strong> (NASDAQ:PLTR) December 2026 puts, while keeping longer-dated puts intact, per the Michael Burry Stock Tracker X account.</p><p style=\"text-align: start;\">According to the post, Burry sold his December 2026 Nvidia puts and December 2026 Palantir puts entirely, while keeping his 2027 PLTR puts and 2027 <strong>Invesco QQQ Trust</strong> (NASDAQ:QQQ) Trust puts unchanged.</p><p style=\"text-align: start;\">Burry also trimmed every other position in an effort to reduce risk. The claims were shared in an X post by @burrytracker.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/80325a1fcca2c9d5954eaaecf8e0d314\" tg-width=\"822\" tg-height=\"1133\"/></p><h2 id=\"id_3655738408\" style=\"text-align: start;\">Burry’s Concerns on Palantir’s Balance Sheet</h2><p style=\"text-align: start;\">Burry recently highlighted concerns about Palantir’s financial practices, writing: &#34;Palantir is losing bargaining power and channel stuffing.. The former is a weak business position; the latter, a crime.&#34;</p><p style=\"text-align: start;\">He pointed to the company’s accounts receivable, which have grown faster than revenue in nine of the last 12 quarters. Burry suggests this pattern may involve channel stuffing or aggressive revenue recognition, potentially weakening Palantir’s business position.</p><h2 id=\"id_3822945921\" style=\"text-align: start;\">Palantir and Nebius Partnership</h2><p style=\"text-align: start;\">On Tuesday, Palantir and <strong>Nebius Group N.V.</strong> (NASDAQ:NBIS) unveiled a strategic partnership, naming Nebius as Palantir’s preferred sovereign AI infrastructure partner.</p><p>The collaboration allows Palantir customers to deploy and fine-tune open models on Nebius hardware, challenging Burry’s bearish bets against both companies.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDL":"2倍做多NVDA ETF-GraniteShares","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","NVDA":"英伟达","PLTR":"Palantir Technologies Inc.","NVDG":"2倍做多NVDA ETF- Leverage Shares","PLTZ":"2倍做空PLTR ETF-Defiance","NVII":"Rex NVDA Growth & Income ETF","07388":"南方两倍做空英伟达","PLTY":"PLTR期权收益策略ETF-YieldMax","PTIR":"2倍做多PLTR ETF-GraniteShares","PLTW":"PLTR周配息ETF-Roundhill","NVDD":"1倍做空NVDA ETF-Direxion","NVDB":"ProShares Ultra NVDA ETF","NVYY":"GraniteShares YieldBOOST NVDA ETF","PLTU":"2倍做多PLTR ETF-Direxion","NVDS":"1.5倍做空NVDA ETF-Tradr","NVD":"2倍做空NVDA ETF-GraniteShares","ANV":"GraniteShares Autocallable NVDA ETF","07788":"南方两倍做多英伟达","NVC":"Corgi NVDA 2x Daily ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDY":"NVDA期权收益策略ETF-YieldMax","NVDW":"NVDA周配息ETF-Roundhill","NVDX":"2倍做多NVDA ETF-T-Rex","PLTL":"2倍做多PLTR ETF-Corgi","PLTI":"REX PLTR Growth & Income ETF","PLTG":"2倍做多PLTR ETF-Leverage Shares","NVDU":"2倍做多NVDA ETF-Direxion","PLTD":"1倍做空PLTR ETF-Direxion","PLYY":"GraniteShares YieldBOOST PLTR ETF","PLTA":"ProShares Ultra PLTR ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105079225","content_text":"Michael Burry reshuffled his options portfolio on Wednesday, exiting his Nvidia Corp (NASDAQ:NVDA) and Palantir Technologies (NASDAQ:PLTR) December 2026 puts, while keeping longer-dated puts intact, per the Michael Burry Stock Tracker X account.According to the post, Burry sold his December 2026 Nvidia puts and December 2026 Palantir puts entirely, while keeping his 2027 PLTR puts and 2027 Invesco QQQ Trust (NASDAQ:QQQ) Trust puts unchanged.Burry also trimmed every other position in an effort to reduce risk. The claims were shared in an X post by @burrytracker.Burry’s Concerns on Palantir’s Balance SheetBurry recently highlighted concerns about Palantir’s financial practices, writing: \"Palantir is losing bargaining power and channel stuffing.. The former is a weak business position; the latter, a crime.\"He pointed to the company’s accounts receivable, which have grown faster than revenue in nine of the last 12 quarters. Burry suggests this pattern may involve channel stuffing or aggressive revenue recognition, potentially weakening Palantir’s business position.Palantir and Nebius PartnershipOn Tuesday, Palantir and Nebius Group N.V. (NASDAQ:NBIS) unveiled a strategic partnership, naming Nebius as Palantir’s preferred sovereign AI infrastructure partner.The collaboration allows Palantir customers to deploy and fine-tune open models on Nebius hardware, challenging Burry’s bearish bets against both companies.","news_type":1,"symbols_score_info":{"PLTR":2,"ANV":0.6,"NVDD":0.6,"PLTU":0.6,"NVYY":0.6,"PLOO":0.6,"PLTD":0.6,"PLTL":0.6,"PLTG":0.6,"PLYY":0.6,"07388":0.6,"PLTY":0.6,"PLTA":0.6,"NVDU":0.6,"07788":0.6,"NVDG":0.6,"PTIR":0.6,"NVDL":0.6,"NVDB":0.6,"PLTZ":0.6,"PLTW":0.6,"PLTI":0.6,"NVDX":0.6,"NVDY":0.6,"NVC":0.6,"NVDS":0.6,"NVDO":0.6,"NVDA":2,"NVD":0.6,"NVDQ":0.6,"NVDW":0.6,"DIPS":0.6,"NVII":0.6}},"isVote":1,"tweetType":1,"viewCount":2209,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554878382833825","authorId":"3554878382833825","name":"PandaExpress","avatar":"https://community-static.tradeup.com/news/7900aa2f94dc7f07e9aaed1be9e02f65","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3554878382833825","idStr":"3554878382833825"},"content":"he always create fear in the market. being right once doesn't mean he is a super-human. now he is just playing with his past reputation so he can make more money.","text":"he always create fear in the market. being right once doesn't mean he is a super-human. now he is just playing with his past reputation so he can make more money.","html":"he always create fear in the market. being right once doesn't mean he is a super-human. now he is just playing with his past reputation so he can make more money."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605047865439224,"gmtCreate":1788753751357,"gmtModify":1788753754498,"author":{"id":"4230126467342542","authorId":"4230126467342542","name":"Ancient One","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4230126467342542","idStr":"4230126467342542"},"themes":[],"title":"","htmlText":"The objective of declaring AGI is to terminate certain agreements with Microsoft as AGI was one of the pre condition!","listText":"The objective of declaring AGI is to terminate certain agreements with Microsoft as AGI was one of the pre condition!","text":"The objective of declaring AGI is to terminate certain agreements with Microsoft as AGI was one of the pre condition!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/605047865439224","repostId":"1152877828","repostType":2,"repost":{"id":"1152877828","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1788753600,"share":"https://ttm.financial/m/news/1152877828?lang=en_US&edition=fundamental","pubTime":"2026-09-07 12:00","market":"us","language":"en","title":"Jensen Huang Says \"AGI Has Arrived\" With OpenAI's GPT-6 Astra, but Has It Really?","url":"https://stock-news.laohu8.com/highlight/detail?id=1152877828","media":"Benzinga Earnings","summary":"On Sunday, $Nvidia Corp(NVDA)$ (NASDAQ:NVDA) CEO Jensen Huang declared that artificial general intelligence has arrived with OpenAI’s GPT-6 Astra, but prominent AI critic Gary Marcus quickly pushed...","content":"<html><head></head><body><p>On Sunday, <strong><a href=\"https://laohu8.com/S/NVDA\">Nvidia Corp</a> </strong>(NASDAQ:NVDA) CEO <strong>Jensen Huang</strong> declared that artificial general intelligence has arrived with <strong>OpenAI’s GPT-6 Astra</strong>, but prominent AI critic <strong>Gary Marcus</strong> quickly pushed back.</p><h2 id=\"id_498060697\" style=\"text-align: start;\">Jensen Huang Declares AGI Has Arrived</h2><p style=\"text-align: start;\">Huang took to X and congratulated OpenAI on Astra.</p><p style=\"text-align: start;\">&#34;From ChatGPT to o1 to Astra in 4 years,&#34; Huang wrote. &#34;AGI has arrived. Congratulations @OpenAI team.&#34;</p><p>He also highlighted that Astra was trained using more than 100,000 Nvidia <strong>Grace Blackwell NVLink72</strong> systems. He added that another 400,000 Nvidia GPUs are coming online.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/72c22af2fca78dc0fce024d638872f90\" tg-width=\"820\" tg-height=\"587\"/></p><p>OpenAI has described Astra as its most intelligent and aligned model. The company said Astra scored 98% on <strong>FrontierMath Tier 4</strong>, 99.9% on <strong>ARC-AGI-3</strong> and 100% on <strong>ExploitBench</strong>.</p><h2 id=\"id_2460227184\" style=\"text-align: start;\">Gary Marcus Pushes Back</h2><p style=\"text-align: start;\">Marcus, an NYU professor and longtime AI skeptic, was far less convinced.</p><p style=\"text-align: start;\">&#34;Sad to see Jensen claim that AGI has arrived, with no evidence and no definitions,&#34; Marcus wrote.</p><p style=\"text-align: start;\">He argued that Astra still falls short under conventional definitions of AGI and warned that declaring victory without first agreeing on what AGI means &#34;simply muddies the waters.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/70a0ef5143e87933d02ef8cae273ac32\" tg-width=\"828\" tg-height=\"867\"/></p><p>OpenAI President <strong>Greg Brockman</strong> shared Huang’s post and said the company is &#34;now moving into the AGI era.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ecb18fee6c5275631dce39099180f6a9\" tg-width=\"824\" tg-height=\"744\"/></p><h2 id=\"id_1778848729\" style=\"text-align: start;\">Huang Has Been Calling AGI Here Since 2025</h2><p style=\"text-align: start;\">In March 2025, Huang said he believed AGI had already arrived during an appearance on the <strong>Lex Fridman</strong> Podcast. &#34;I think we’ve achieved AGI.&#34;</p><p>According to Stanford’s Institute for Human-Centered AI, AGI refers to AI that can learn, reason and apply knowledge across a broad range of tasks at a human level or beyond.</p><p style=\"text-align: start;\">Unlike narrow AI, AGI could adapt to unfamiliar situations. However, the concept remains debated because there is no universally accepted definition or test for AGI and ongoing safety and ethical concerns persist.</p><p style=\"text-align: start;\">During the podcast, Huang said his definition does not depend on whether the AI business remains successful.</p><p>In his view, an AI that creates a viral app, generates $1 billion in revenue and eventually shuts down could still qualify as AGI — similar to short-lived dot-com companies that nonetheless demonstrated real commercial success.</p><p style=\"text-align: start;\">At the 2023 New York Times DealBook Summit, Huang had said AGI could become a reality within five years. At the time, he defined AGI as a computer or software system capable of performing tasks that require human-level intelligence.</p><p><strong>Price Action:</strong> Nvidia shares closed at $230.36 on Friday, up 0.84%. The stock fell 0.38% to $229.49 in after-hours trading, according to Benzinga Pro.</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>Jensen Huang Says \"AGI Has Arrived\" With OpenAI's GPT-6 Astra, but Has It Really?</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\">\nJensen Huang Says \"AGI Has Arrived\" With OpenAI's GPT-6 Astra, but Has It Really?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-07 12:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>On Sunday, <strong><a href=\"https://laohu8.com/S/NVDA\">Nvidia Corp</a> </strong>(NASDAQ:NVDA) CEO <strong>Jensen Huang</strong> declared that artificial general intelligence has arrived with <strong>OpenAI’s GPT-6 Astra</strong>, but prominent AI critic <strong>Gary Marcus</strong> quickly pushed back.</p><h2 id=\"id_498060697\" style=\"text-align: start;\">Jensen Huang Declares AGI Has Arrived</h2><p style=\"text-align: start;\">Huang took to X and congratulated OpenAI on Astra.</p><p style=\"text-align: start;\">&#34;From ChatGPT to o1 to Astra in 4 years,&#34; Huang wrote. &#34;AGI has arrived. Congratulations @OpenAI team.&#34;</p><p>He also highlighted that Astra was trained using more than 100,000 Nvidia <strong>Grace Blackwell NVLink72</strong> systems. He added that another 400,000 Nvidia GPUs are coming online.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/72c22af2fca78dc0fce024d638872f90\" tg-width=\"820\" tg-height=\"587\"/></p><p>OpenAI has described Astra as its most intelligent and aligned model. The company said Astra scored 98% on <strong>FrontierMath Tier 4</strong>, 99.9% on <strong>ARC-AGI-3</strong> and 100% on <strong>ExploitBench</strong>.</p><h2 id=\"id_2460227184\" style=\"text-align: start;\">Gary Marcus Pushes Back</h2><p style=\"text-align: start;\">Marcus, an NYU professor and longtime AI skeptic, was far less convinced.</p><p style=\"text-align: start;\">&#34;Sad to see Jensen claim that AGI has arrived, with no evidence and no definitions,&#34; Marcus wrote.</p><p style=\"text-align: start;\">He argued that Astra still falls short under conventional definitions of AGI and warned that declaring victory without first agreeing on what AGI means &#34;simply muddies the waters.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/70a0ef5143e87933d02ef8cae273ac32\" tg-width=\"828\" tg-height=\"867\"/></p><p>OpenAI President <strong>Greg Brockman</strong> shared Huang’s post and said the company is &#34;now moving into the AGI era.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ecb18fee6c5275631dce39099180f6a9\" tg-width=\"824\" tg-height=\"744\"/></p><h2 id=\"id_1778848729\" style=\"text-align: start;\">Huang Has Been Calling AGI Here Since 2025</h2><p style=\"text-align: start;\">In March 2025, Huang said he believed AGI had already arrived during an appearance on the <strong>Lex Fridman</strong> Podcast. &#34;I think we’ve achieved AGI.&#34;</p><p>According to Stanford’s Institute for Human-Centered AI, AGI refers to AI that can learn, reason and apply knowledge across a broad range of tasks at a human level or beyond.</p><p style=\"text-align: start;\">Unlike narrow AI, AGI could adapt to unfamiliar situations. However, the concept remains debated because there is no universally accepted definition or test for AGI and ongoing safety and ethical concerns persist.</p><p style=\"text-align: start;\">During the podcast, Huang said his definition does not depend on whether the AI business remains successful.</p><p>In his view, an AI that creates a viral app, generates $1 billion in revenue and eventually shuts down could still qualify as AGI — similar to short-lived dot-com companies that nonetheless demonstrated real commercial success.</p><p style=\"text-align: start;\">At the 2023 New York Times DealBook Summit, Huang had said AGI could become a reality within five years. At the time, he defined AGI as a computer or software system capable of performing tasks that require human-level intelligence.</p><p><strong>Price Action:</strong> Nvidia shares closed at $230.36 on Friday, up 0.84%. The stock fell 0.38% to $229.49 in after-hours trading, according to Benzinga Pro.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDL":"2倍做多NVDA ETF-GraniteShares","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDU":"2倍做多NVDA ETF-Direxion","NVDW":"NVDA周配息ETF-Roundhill","07388":"南方两倍做空英伟达","NVDX":"2倍做多NVDA ETF-T-Rex","NVC":"Corgi NVDA 2x Daily ETF","NVDY":"NVDA期权收益策略ETF-YieldMax","ANV":"GraniteShares Autocallable NVDA ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","07788":"南方两倍做多英伟达","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDB":"ProShares Ultra NVDA ETF","NVDA":"英伟达","NVII":"Rex NVDA Growth & Income ETF","NVDD":"1倍做空NVDA ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152877828","content_text":"On Sunday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang declared that artificial general intelligence has arrived with OpenAI’s GPT-6 Astra, but prominent AI critic Gary Marcus quickly pushed back.Jensen Huang Declares AGI Has ArrivedHuang took to X and congratulated OpenAI on Astra.\"From ChatGPT to o1 to Astra in 4 years,\" Huang wrote. \"AGI has arrived. Congratulations @OpenAI team.\"He also highlighted that Astra was trained using more than 100,000 Nvidia Grace Blackwell NVLink72 systems. He added that another 400,000 Nvidia GPUs are coming online.OpenAI has described Astra as its most intelligent and aligned model. The company said Astra scored 98% on FrontierMath Tier 4, 99.9% on ARC-AGI-3 and 100% on ExploitBench.Gary Marcus Pushes BackMarcus, an NYU professor and longtime AI skeptic, was far less convinced.\"Sad to see Jensen claim that AGI has arrived, with no evidence and no definitions,\" Marcus wrote.He argued that Astra still falls short under conventional definitions of AGI and warned that declaring victory without first agreeing on what AGI means \"simply muddies the waters.\"OpenAI President Greg Brockman shared Huang’s post and said the company is \"now moving into the AGI era.\"Huang Has Been Calling AGI Here Since 2025In March 2025, Huang said he believed AGI had already arrived during an appearance on the Lex Fridman Podcast. \"I think we’ve achieved AGI.\"According to Stanford’s Institute for Human-Centered AI, AGI refers to AI that can learn, reason and apply knowledge across a broad range of tasks at a human level or beyond.Unlike narrow AI, AGI could adapt to unfamiliar situations. However, the concept remains debated because there is no universally accepted definition or test for AGI and ongoing safety and ethical concerns persist.During the podcast, Huang said his definition does not depend on whether the AI business remains successful.In his view, an AI that creates a viral app, generates $1 billion in revenue and eventually shuts down could still qualify as AGI — similar to short-lived dot-com companies that nonetheless demonstrated real commercial success.At the 2023 New York Times DealBook Summit, Huang had said AGI could become a reality within five years. At the time, he defined AGI as a computer or software system capable of performing tasks that require human-level intelligence.Price Action: Nvidia shares closed at $230.36 on Friday, up 0.84%. The stock fell 0.38% to $229.49 in after-hours trading, according to Benzinga Pro.","news_type":1,"symbols_score_info":{"NVDG":0.6,"07388":0.6,"NVDB":0.6,"NVDQ":0.6,"NVDO":0.6,"NVDD":0.6,"DIPS":0.6,"NVDS":0.6,"NVDU":0.6,"NVDA":2,"ANV":0.6,"NVC":0.6,"NVD":0.6,"NVDX":0.6,"NVII":0.6,"07788":0.6,"NVDY":0.6,"NVYY":0.6,"NVDW":0.6,"NVDL":0.6}},"isVote":1,"tweetType":1,"viewCount":2574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":602175356924736,"gmtCreate":1788052454224,"gmtModify":1788054638934,"author":{"id":"3576140222331577","authorId":"3576140222331577","name":"Guavaxf3006","avatar":"https://static.tigerbbs.com/1ff15ff6aa254c9130f9af922f7e2447","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576140222331577","idStr":"3576140222331577"},"themes":[],"title":"","htmlText":"Google deal has promise, for sure. But it is a pull from Nividia and the entire AI movement that excites even more.&nbsp; Jensen Huang has already pumped in a few billions into Marvell (and other AI support companies). And his interview with CNBC post-results announcement, he even said his big regret was not putting in more.&nbsp; If his confidence is not misplaced, Marvell could very well be worth a trillion dollars before not too long. That's more 5x from here. How not to take a position now?","listText":"Google deal has promise, for sure. But it is a pull from Nividia and the entire AI movement that excites even more.&nbsp; Jensen Huang has already pumped in a few billions into Marvell (and other AI support companies). And his interview with CNBC post-results announcement, he even said his big regret was not putting in more.&nbsp; If his confidence is not misplaced, Marvell could very well be worth a trillion dollars before not too long. That's more 5x from here. How not to take a position now?","text":"Google deal has promise, for sure. But it is a pull from Nividia and the entire AI movement that excites even more. Jensen Huang has already pumped in a few billions into Marvell (and other AI support companies). And his interview with CNBC post-results announcement, he even said his big regret was not putting in more. If his confidence is not misplaced, Marvell could very well be worth a trillion dollars before not too long. That's more 5x from here. How not to take a position now?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/602175356924736","repostId":"2662094440","repostType":2,"repost":{"id":"2662094440","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1787930467,"share":"https://ttm.financial/m/news/2662094440?lang=en_US&edition=fundamental","pubTime":"2026-08-28 23:21","market":"us","language":"en","title":"Marvell CEO Calls Google AI Revenue Opportunity a 'Monster Number'","url":"https://stock-news.laohu8.com/highlight/detail?id=2662094440","media":"Benzinga Earnings","summary":"Marvell CEO says Google&#39;s AI deal is a &#34;monster number&#34; and signals Wall Street may be underestimating the company&#39;s AI growth.","content":"<html><body><p>Investors are asking the wrong question about the company’s landmark <strong>Google</strong> agreement, according to <strong>Marvell Technology Inc.</strong> (NASDAQ:MRVL) CEO <strong>Matt Murphy</strong>.</p>\n<p>Analysts spent much of Thursday’s earnings call trying to quantify how much revenue Google’s newly disclosed commercial agreement could generate. Murphy’s answer wasn’t a number. Instead, it was a signal: Wall Street’s existing models may already be too low.</p>\n<p>“If you took the full performance and the full opportunity, then you’re right. It’s just a monster number.”</p>\n<p>The remark captured what may have been the call’s biggest takeaway—not that <strong>Alphabet Inc</strong>‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google represents another large AI customer, but that Marvell believes the agreement materially expands the company’s long-term earnings power.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nMarvell Technology Stock Slides: Data Center Strength Overshadowed by Valuation Concerns\n</strong>\n</p>\n</div>\n<h2>Marvell Says Google’s AI Opportunity Extends Well Beyond Current Forecasts</h2>\n<p>The discussion began after analysts noted that Google’s agreement, which carries the potential for up to $120 billion in cumulative revenue over six-and-a-half years if performance milestones are achieved, implies roughly $18 billion in annual revenue at peak.</p>\n<p>Murphy didn’t challenge the arithmetic.</p>\n<p>“When you look at the scale of this, your math is not wrong.”</p>\n<p>Instead, he cautioned that the timing matters. Management said much of the revenue expected next year is already reflected in guidance, as several programs are underway. The larger acceleration, Murphy said, comes later.</p>\n<p>“The big impact would be in ’29 and beyond.”</p>\n<p>That distinction matters because it shifts the conversation away from next year’s earnings and toward Marvell’s longer-term AI revenue trajectory.</p>\n<h2>Marvell’s Google Deal Is Bigger Than One AI Chip Program</h2>\n<p>Murphy also pushed back on the idea that investors should view the agreement as a single custom silicon win.</p>\n<p>According to management, the Google relationship spans inference accelerators, networking interface cards (NICs), storage controllers, memory interface controllers, near-memory compute and the company’s XPU attach portfolio.</p>\n<p>“It’s a number of products and product lines,” Murphy said, describing the engagement as “very broad-based.”</p>\n<p>That breadth helps explain why Murphy repeatedly suggested analysts may still be underestimating the opportunity.</p>\n<p>“Beyond whatever you’ve modeled previously… custom numbers definitely go higher.”</p>\n<p>He went even further, saying Marvell’s custom AI business would become “a lot larger than anybody’s been modeling so far.”</p>\n<p>While Murphy declined to provide updated long-term revenue targets ahead of Marvell’s Investor Day, he indicated the company plans to present a more detailed roadmap extending through the end of the decade.</p>\n<h2>What Investors Should Watch Next</h2>\n<p>The immediate story isn’t whether Google’s agreement eventually reaches its maximum revenue potential—management deliberately avoided making that prediction. </p>\n<p>The more important signal is that Marvell is framing the deal as evidence that its position in AI infrastructure has expanded beyond what current consensus models reflect. </p>\n<p>Investors will now be looking to the company’s upcoming Investor Day, where management has promised to quantify that opportunity and explain how Google’s agreement fits into Marvell’s broader AI growth strategy.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nBill Gates AI Warning Meets Nvidia's AI Financing Push\n</strong>\n</p>\n</div>\n<p><em>Image via Shutterstock</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Marvell CEO Calls Google AI Revenue Opportunity a 'Monster Number'</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\">\nMarvell CEO Calls Google AI Revenue Opportunity a 'Monster Number'\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-28 23:21</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Investors are asking the wrong question about the company’s landmark <strong>Google</strong> agreement, according to <strong>Marvell Technology Inc.</strong> (NASDAQ:MRVL) CEO <strong>Matt Murphy</strong>.</p>\n<p>Analysts spent much of Thursday’s earnings call trying to quantify how much revenue Google’s newly disclosed commercial agreement could generate. Murphy’s answer wasn’t a number. Instead, it was a signal: Wall Street’s existing models may already be too low.</p>\n<p>“If you took the full performance and the full opportunity, then you’re right. It’s just a monster number.”</p>\n<p>The remark captured what may have been the call’s biggest takeaway—not that <strong>Alphabet Inc</strong>‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google represents another large AI customer, but that Marvell believes the agreement materially expands the company’s long-term earnings power.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nMarvell Technology Stock Slides: Data Center Strength Overshadowed by Valuation Concerns\n</strong>\n</p>\n</div>\n<h2>Marvell Says Google’s AI Opportunity Extends Well Beyond Current Forecasts</h2>\n<p>The discussion began after analysts noted that Google’s agreement, which carries the potential for up to $120 billion in cumulative revenue over six-and-a-half years if performance milestones are achieved, implies roughly $18 billion in annual revenue at peak.</p>\n<p>Murphy didn’t challenge the arithmetic.</p>\n<p>“When you look at the scale of this, your math is not wrong.”</p>\n<p>Instead, he cautioned that the timing matters. Management said much of the revenue expected next year is already reflected in guidance, as several programs are underway. The larger acceleration, Murphy said, comes later.</p>\n<p>“The big impact would be in ’29 and beyond.”</p>\n<p>That distinction matters because it shifts the conversation away from next year’s earnings and toward Marvell’s longer-term AI revenue trajectory.</p>\n<h2>Marvell’s Google Deal Is Bigger Than One AI Chip Program</h2>\n<p>Murphy also pushed back on the idea that investors should view the agreement as a single custom silicon win.</p>\n<p>According to management, the Google relationship spans inference accelerators, networking interface cards (NICs), storage controllers, memory interface controllers, near-memory compute and the company’s XPU attach portfolio.</p>\n<p>“It’s a number of products and product lines,” Murphy said, describing the engagement as “very broad-based.”</p>\n<p>That breadth helps explain why Murphy repeatedly suggested analysts may still be underestimating the opportunity.</p>\n<p>“Beyond whatever you’ve modeled previously… custom numbers definitely go higher.”</p>\n<p>He went even further, saying Marvell’s custom AI business would become “a lot larger than anybody’s been modeling so far.”</p>\n<p>While Murphy declined to provide updated long-term revenue targets ahead of Marvell’s Investor Day, he indicated the company plans to present a more detailed roadmap extending through the end of the decade.</p>\n<h2>What Investors Should Watch Next</h2>\n<p>The immediate story isn’t whether Google’s agreement eventually reaches its maximum revenue potential—management deliberately avoided making that prediction. </p>\n<p>The more important signal is that Marvell is framing the deal as evidence that its position in AI infrastructure has expanded beyond what current consensus models reflect. </p>\n<p>Investors will now be looking to the company’s upcoming Investor Day, where management has promised to quantify that opportunity and explain how Google’s agreement fits into Marvell’s broader AI growth strategy.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nBill Gates AI Warning Meets Nvidia's AI Financing Push\n</strong>\n</p>\n</div>\n<p><em>Image via Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOL":"Leverage Shares 2X Long GOOGL Daily ETF","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","GOOW":"Roundhill GOOGL WeeklyPay ETF","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","GOOX":"2倍做多GOOG ETF-T-REX","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","GOOY":"GOOGL期权收益策略ETF-YieldMax","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","GGLL":"2倍做多GOOGL-Direxion","LU0149725797.USD":"汇丰美国股市经济规模基金","GGLS":"1倍做空GOOGL ETF-Direxion","BK4503":"景林资产持仓","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - 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TREND \"BAZ\" (EUR) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/26/08/61497534/marvell-google-monster-number","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2662094440","content_text":"Investors are asking the wrong question about the company’s landmark Google agreement, according to Marvell Technology Inc. (NASDAQ:MRVL) CEO Matt Murphy.\nAnalysts spent much of Thursday’s earnings call trying to quantify how much revenue Google’s newly disclosed commercial agreement could generate. Murphy’s answer wasn’t a number. Instead, it was a signal: Wall Street’s existing models may already be too low.\n“If you took the full performance and the full opportunity, then you’re right. It’s just a monster number.”\nThe remark captured what may have been the call’s biggest takeaway—not that Alphabet Inc‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google represents another large AI customer, but that Marvell believes the agreement materially expands the company’s long-term earnings power.\n\n\n\nRead Also:\n\nMarvell Technology Stock Slides: Data Center Strength Overshadowed by Valuation Concerns\n\n\n\nMarvell Says Google’s AI Opportunity Extends Well Beyond Current Forecasts\nThe discussion began after analysts noted that Google’s agreement, which carries the potential for up to $120 billion in cumulative revenue over six-and-a-half years if performance milestones are achieved, implies roughly $18 billion in annual revenue at peak.\nMurphy didn’t challenge the arithmetic.\n“When you look at the scale of this, your math is not wrong.”\nInstead, he cautioned that the timing matters. Management said much of the revenue expected next year is already reflected in guidance, as several programs are underway. The larger acceleration, Murphy said, comes later.\n“The big impact would be in ’29 and beyond.”\nThat distinction matters because it shifts the conversation away from next year’s earnings and toward Marvell’s longer-term AI revenue trajectory.\nMarvell’s Google Deal Is Bigger Than One AI Chip Program\nMurphy also pushed back on the idea that investors should view the agreement as a single custom silicon win.\nAccording to management, the Google relationship spans inference accelerators, networking interface cards (NICs), storage controllers, memory interface controllers, near-memory compute and the company’s XPU attach portfolio.\n“It’s a number of products and product lines,” Murphy said, describing the engagement as “very broad-based.”\nThat breadth helps explain why Murphy repeatedly suggested analysts may still be underestimating the opportunity.\n“Beyond whatever you’ve modeled previously… custom numbers definitely go higher.”\nHe went even further, saying Marvell’s custom AI business would become “a lot larger than anybody’s been modeling so far.”\nWhile Murphy declined to provide updated long-term revenue targets ahead of Marvell’s Investor Day, he indicated the company plans to present a more detailed roadmap extending through the end of the decade.\nWhat Investors Should Watch Next\nThe immediate story isn’t whether Google’s agreement eventually reaches its maximum revenue potential—management deliberately avoided making that prediction. \nThe more important signal is that Marvell is framing the deal as evidence that its position in AI infrastructure has expanded beyond what current consensus models reflect. \nInvestors will now be looking to the company’s upcoming Investor Day, where management has promised to quantify that opportunity and explain how Google’s agreement fits into Marvell’s broader AI growth strategy.\n\n\n\nRead Also:\n\nBill Gates AI Warning Meets Nvidia's AI Financing Push\n\n\n\nImage via Shutterstock","news_type":1,"symbols_score_info":{"GXPC":0.6,"GOOY":0.6,"MRVU":0.6,"SNPE":0.6,"CMAG":0.6,"GOOGL":1.92,"SOXY":0.6,"GTEK":0.6,"FDTX":0.6,"FTXL":0.6,"XLC":0.6,"CQTM":0.6,"DTCR":0.6,"AIFD":0.6,"MRVL":1.96,"FCOM":0.6,"SMHX":0.6,"GGLS":0.6,"MRVX":0.6,"GOOX":0.6,"GOOL":0.6,"EFIV":0.6,"GGLL":0.6,"OGIG":0.6,"GOOW":0.6,"LTL":0.6,"GOGL":0.6,"QQQA":0.6,"AIS":0.6,"XNTK":0.6,"GOU":0.6,"MVLL":0.6,"SKYY":0.6,"FAI":0.6,"TRUC":0.6,"VOX":0.6,"XDAT":0.6,"WUGI":0.6,"ILDR":0.6,"FXL":0.6,"GOOP":0.6,"METV":0.6}},"isVote":1,"tweetType":1,"viewCount":1644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605750568034792,"gmtCreate":1788925302720,"gmtModify":1788929031588,"author":{"id":"4218776179678032","authorId":"4218776179678032","name":"MetaLim","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4218776179678032","idStr":"4218776179678032"},"themes":[],"title":"","htmlText":"Squeeze","listText":"Squeeze","text":"Squeeze","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605750568034792","repostId":"1131337150","repostType":2,"repost":{"id":"1131337150","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1788924600,"share":"https://ttm.financial/m/news/1131337150?lang=en_US&edition=fundamental","pubTime":"2026-09-09 11:30","market":"us","language":"en","title":"Palantir and Nebius Team Up — Bad News for Michael Burry's Short Bets on Both Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1131337150","media":"Benzinga Earnings","summary":"$Palantir Technologies(PLTR)$ (NASDAQ:PLTR) and $Nebius Group(NBIS)$ (NASDAQ:NBIS) unveiled a strategic partnership on Tuesday, naming Nebius as Palantir’s preferred sovereign AI infrastructure...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a> (NASDAQ:PLTR) and <a href=\"https://laohu8.com/S/NBIS\">Nebius Group</a> (NASDAQ:NBIS) unveiled a strategic partnership on Tuesday, naming Nebius as Palantir’s preferred sovereign AI infrastructure partner. </p><p style=\"text-align: start;\">The announcement lands awkwardly for Michael Burry who has disclosed bearish bets against both companies.</p><p style=\"text-align: start;\">Under the deal, Nebius’s AI-native compute and inference infrastructure will eventually sit inside Palantir’s enterprise security perimeter, letting eligible Palantir customers deploy and fine-tune open models on Nebius hardware while retaining control of their own data and models. </p><p>The companies also plan to accelerate new compute capacity through modular data-center deployments at sites with available power.</p><p style=\"text-align: start;\">“Nebius’ compute infrastructure powers your ability to run your own AI models under conditions you control,” Palantir CEO Alex Karp said in the announcement. </p><p>Nebius CEO Arkady Volozh added that the tie-up lets clients “run their optimized open models on trusted infrastructure.”</p><p>Shares moved in opposite directions on the news. Nebius climbed 7.73% to close at $243.88 on Tuesday, while Palantir slipped about 2.31% to $170.30, according to Benzinga Pro data</p><h2 id=\"id_2733906788\" style=\"text-align: start;\">Burry’s Bearish PLTR, NBIS Positions </h2><p style=\"text-align: start;\">Burry has held out-of-the-money Palantir puts, arguing the stock’s roughly $420 billion valuation and 137-plus trailing P/E already price in near-perfect execution indefinitely. </p><p style=\"text-align: start;\">He disclosed a fresh Nebius short in early August, part of a broader bearish basket that also includes Nvidia, Micron, Oracle and Caterpillar, built on the thesis that neocloud operators like Nebius understate GPU depreciation.</p><p style=\"text-align: start;\">His thesis has already looked shaky: Nebius gained nearly 10% in August alone after posting 454% year-over-year revenue growth and a $3 billion annualized run rate, while Palantir jumped over 5% in August on a ninth straight EPS beat. </p><h2 id=\"id_1709500693\" style=\"text-align: start;\">The Bottom Line</h2><p style=\"text-align: start;\">Tuesday’s partnership news — which deepens Nebius’s enterprise reach through Palantir’s customer base and reinforces Palantir’s sovereign-AI positioning — gives both companies fresh bullish narratives just as Burry’s short book has grown. </p><p>Investors will be watching whether Burry indicates any change in his positioning.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir and Nebius Team Up — Bad News for Michael Burry's Short Bets on Both Stocks</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\">\nPalantir and Nebius Team Up — Bad News for Michael Burry's Short Bets on Both Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-09 11:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies</a> (NASDAQ:PLTR) and <a href=\"https://laohu8.com/S/NBIS\">Nebius Group</a> (NASDAQ:NBIS) unveiled a strategic partnership on Tuesday, naming Nebius as Palantir’s preferred sovereign AI infrastructure partner. </p><p style=\"text-align: start;\">The announcement lands awkwardly for Michael Burry who has disclosed bearish bets against both companies.</p><p style=\"text-align: start;\">Under the deal, Nebius’s AI-native compute and inference infrastructure will eventually sit inside Palantir’s enterprise security perimeter, letting eligible Palantir customers deploy and fine-tune open models on Nebius hardware while retaining control of their own data and models. </p><p>The companies also plan to accelerate new compute capacity through modular data-center deployments at sites with available power.</p><p style=\"text-align: start;\">“Nebius’ compute infrastructure powers your ability to run your own AI models under conditions you control,” Palantir CEO Alex Karp said in the announcement. </p><p>Nebius CEO Arkady Volozh added that the tie-up lets clients “run their optimized open models on trusted infrastructure.”</p><p>Shares moved in opposite directions on the news. Nebius climbed 7.73% to close at $243.88 on Tuesday, while Palantir slipped about 2.31% to $170.30, according to Benzinga Pro data</p><h2 id=\"id_2733906788\" style=\"text-align: start;\">Burry’s Bearish PLTR, NBIS Positions </h2><p style=\"text-align: start;\">Burry has held out-of-the-money Palantir puts, arguing the stock’s roughly $420 billion valuation and 137-plus trailing P/E already price in near-perfect execution indefinitely. </p><p style=\"text-align: start;\">He disclosed a fresh Nebius short in early August, part of a broader bearish basket that also includes Nvidia, Micron, Oracle and Caterpillar, built on the thesis that neocloud operators like Nebius understate GPU depreciation.</p><p style=\"text-align: start;\">His thesis has already looked shaky: Nebius gained nearly 10% in August alone after posting 454% year-over-year revenue growth and a $3 billion annualized run rate, while Palantir jumped over 5% in August on a ninth straight EPS beat. </p><h2 id=\"id_1709500693\" style=\"text-align: start;\">The Bottom Line</h2><p style=\"text-align: start;\">Tuesday’s partnership news — which deepens Nebius’s enterprise reach through Palantir’s customer base and reinforces Palantir’s sovereign-AI positioning — gives both companies fresh bullish narratives just as Burry’s short book has grown. </p><p>Investors will be watching whether Burry indicates any change in his positioning.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTI":"REX PLTR Growth & Income ETF","PLTW":"PLTR周配息ETF-Roundhill","PLTY":"PLTR期权收益策略ETF-YieldMax","NEBX":"2倍做多NBIS ETF-Tradr","PLTZ":"2倍做空PLTR ETF-Defiance","NBIC":"Corgi NBIS 2x Daily ETF","PLTR":"Palantir Technologies Inc.","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","NBIG":"Leverage Shares 2X Long NBIS Daily ETF","PLTA":"ProShares Ultra PLTR ETF","PLYY":"GraniteShares YieldBOOST PLTR ETF","NBIL":"GraniteShares 2x Long NBIS Daily ETF","PLTD":"1倍做空PLTR ETF-Direxion","PLTG":"2倍做多PLTR ETF-Leverage Shares","NBIZ":"Tradr 2X Short NBIS Daily ETF","PTIR":"2倍做多PLTR ETF-GraniteShares","PLTL":"2倍做多PLTR ETF-Corgi","PLTU":"2倍做多PLTR ETF-Direxion","NBIS":"NEBIUS"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131337150","content_text":"Palantir Technologies (NASDAQ:PLTR) and Nebius Group (NASDAQ:NBIS) unveiled a strategic partnership on Tuesday, naming Nebius as Palantir’s preferred sovereign AI infrastructure partner. The announcement lands awkwardly for Michael Burry who has disclosed bearish bets against both companies.Under the deal, Nebius’s AI-native compute and inference infrastructure will eventually sit inside Palantir’s enterprise security perimeter, letting eligible Palantir customers deploy and fine-tune open models on Nebius hardware while retaining control of their own data and models. The companies also plan to accelerate new compute capacity through modular data-center deployments at sites with available power.“Nebius’ compute infrastructure powers your ability to run your own AI models under conditions you control,” Palantir CEO Alex Karp said in the announcement. Nebius CEO Arkady Volozh added that the tie-up lets clients “run their optimized open models on trusted infrastructure.”Shares moved in opposite directions on the news. Nebius climbed 7.73% to close at $243.88 on Tuesday, while Palantir slipped about 2.31% to $170.30, according to Benzinga Pro dataBurry’s Bearish PLTR, NBIS Positions Burry has held out-of-the-money Palantir puts, arguing the stock’s roughly $420 billion valuation and 137-plus trailing P/E already price in near-perfect execution indefinitely. He disclosed a fresh Nebius short in early August, part of a broader bearish basket that also includes Nvidia, Micron, Oracle and Caterpillar, built on the thesis that neocloud operators like Nebius understate GPU depreciation.His thesis has already looked shaky: Nebius gained nearly 10% in August alone after posting 454% year-over-year revenue growth and a $3 billion annualized run rate, while Palantir jumped over 5% in August on a ninth straight EPS beat. The Bottom LineTuesday’s partnership news — which deepens Nebius’s enterprise reach through Palantir’s customer base and reinforces Palantir’s sovereign-AI positioning — gives both companies fresh bullish narratives just as Burry’s short book has grown. Investors will be watching whether Burry indicates any change in his positioning.","news_type":1,"symbols_score_info":{"NBIC":0.6,"PLTZ":0.6,"NBIS":2,"NBIL":0.6,"PLYY":0.6,"PTIR":0.6,"PLTR":2,"PLTA":0.6,"NBIG":0.6,"PLOO":0.6,"PLTI":0.6,"PLTG":0.6,"PLTW":0.6,"PLTY":0.6,"NEBX":0.6,"PLTD":0.6,"PLTL":0.6,"PLTU":0.6,"NBIZ":0.6}},"isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605094025978736,"gmtCreate":1788765020165,"gmtModify":1788765023249,"author":{"id":"4097035389999120","authorId":"4097035389999120","name":"Kipbana","avatar":"https://static.tigerbbs.com/d8a7aa26d3fe477a8cce6bc245028fff","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097035389999120","idStr":"4097035389999120"},"themes":[],"title":"","htmlText":"Sounds like he is trying to tank the market so that he can buy dips now","listText":"Sounds like he is trying to tank the market so that he can buy dips now","text":"Sounds like he is trying to tank the market so that he can buy dips now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605094025978736","repostId":"1196319960","repostType":2,"repost":{"id":"1196319960","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1788764400,"share":"https://ttm.financial/m/news/1196319960?lang=en_US&edition=fundamental","pubTime":"2026-09-07 15:00","market":"us","language":"en","title":"Trump Says He's Made \"Hundreds of Billions\" on Stocks, But Not for Himself: \"I Do This for Our Country\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1196319960","media":"Benzinga Earnings","summary":"President Donald Trump said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.‘I Do This for Our Country, Not Myself’In a post on Truth...","content":"<html><head></head><body><p>President <strong>Donald Trump</strong> said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.</p><h2 id=\"id_1173756058\" style=\"text-align: start;\">‘I Do This for Our Country, Not Myself’</h2><p style=\"text-align: start;\">In a post on Truth Social, Trump said he does his trading for the country, not himself, and brushed off scrutiny from the Democrats.</p><p>“I’ve made Hundreds of Billions of Dollars on Stocks, and many other type Holdings, for the U.S.A., not myself,” he added.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1447cdc38809e3497a0804ddc365731a\" tg-width=\"295\" tg-height=\"566\"/></p><p>He also shared an AI generated image of himself sitting at the Resolute Desk surrounded by trading screens, one reading “BOUGHT: INTEL $20” and another showing the stock “NOW $95.”</p><h2 id=\"id_2066802946\" style=\"text-align: start;\">The Intel Bet That’s Paying Off</h2><p style=\"text-align: start;\">The Trump administration acquired a roughly 10% stake in <strong>Intel Corp. </strong>(NASDAQ:INTC) in August 2025, purchasing 433.3 million shares at $20.47 apiece, an $8.9 billion investment made at a discount to the then-market price.</p><p style=\"text-align: start;\">The company’s stock is up 143.27% so far this year and 291.34% over the past year.</p><p style=\"text-align: start;\">Trump’s personal trading and public comments on individual stocks have repeatedly drawn ethics criticism this year.</p><h2 id=\"id_1844735398\" style=\"text-align: start;\">Calls Grow to Ban Presidential Trading</h2><p style=\"text-align: start;\">Democrats have repeatedly pushed for legislation to ban officials from trading on the stock market entirely.</p><p style=\"text-align: start;\">Rep.<strong> Eugene Vindman</strong> (D-Va.) introduced legislation, the “Sell Your Stocks or Step Down Act,” that would ban the president, vice president and members of Congress from trading stocks, digital assets and prediction market contracts entirely.</p><p style=\"text-align: start;\">Trump’s companies generated more than $1.4 billion from crypto ventures in 2025, including over $520 million from World Liberty Financial token sales and more than $635 million from Official Trump memecoin royalties, according to his financial disclosure.</p><h2 id=\"id_2237942652\" style=\"text-align: start;\">Market Highs as Vindication</h2><p style=\"text-align: start;\">Last week, the president defended the market’s performance amid the Iran conflict, telling reporters he warned his office more than a year ago that confronting Iran would hurt stocks, but that the market has instead kept “hitting new records every day.” “Believe it or not, the stock market will go up,” he said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7acd4028e2b8ac40a48a9ebbebfd8d1\" tg-width=\"1356\" tg-height=\"279\"/></p><p><strong>Price Action: </strong>Intel’s shares closed 4.51% higher on Friday at $95.80 and climbed 0.09% in extended trading.</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>Trump Says He's Made \"Hundreds of Billions\" on Stocks, But Not for Himself: \"I Do This for Our Country\"</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\">\nTrump Says He's Made \"Hundreds of Billions\" on Stocks, But Not for Himself: \"I Do This for Our Country\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-07 15:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>President <strong>Donald Trump</strong> said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.</p><h2 id=\"id_1173756058\" style=\"text-align: start;\">‘I Do This for Our Country, Not Myself’</h2><p style=\"text-align: start;\">In a post on Truth Social, Trump said he does his trading for the country, not himself, and brushed off scrutiny from the Democrats.</p><p>“I’ve made Hundreds of Billions of Dollars on Stocks, and many other type Holdings, for the U.S.A., not myself,” he added.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1447cdc38809e3497a0804ddc365731a\" tg-width=\"295\" tg-height=\"566\"/></p><p>He also shared an AI generated image of himself sitting at the Resolute Desk surrounded by trading screens, one reading “BOUGHT: INTEL $20” and another showing the stock “NOW $95.”</p><h2 id=\"id_2066802946\" style=\"text-align: start;\">The Intel Bet That’s Paying Off</h2><p style=\"text-align: start;\">The Trump administration acquired a roughly 10% stake in <strong>Intel Corp. </strong>(NASDAQ:INTC) in August 2025, purchasing 433.3 million shares at $20.47 apiece, an $8.9 billion investment made at a discount to the then-market price.</p><p style=\"text-align: start;\">The company’s stock is up 143.27% so far this year and 291.34% over the past year.</p><p style=\"text-align: start;\">Trump’s personal trading and public comments on individual stocks have repeatedly drawn ethics criticism this year.</p><h2 id=\"id_1844735398\" style=\"text-align: start;\">Calls Grow to Ban Presidential Trading</h2><p style=\"text-align: start;\">Democrats have repeatedly pushed for legislation to ban officials from trading on the stock market entirely.</p><p style=\"text-align: start;\">Rep.<strong> Eugene Vindman</strong> (D-Va.) introduced legislation, the “Sell Your Stocks or Step Down Act,” that would ban the president, vice president and members of Congress from trading stocks, digital assets and prediction market contracts entirely.</p><p style=\"text-align: start;\">Trump’s companies generated more than $1.4 billion from crypto ventures in 2025, including over $520 million from World Liberty Financial token sales and more than $635 million from Official Trump memecoin royalties, according to his financial disclosure.</p><h2 id=\"id_2237942652\" style=\"text-align: start;\">Market Highs as Vindication</h2><p style=\"text-align: start;\">Last week, the president defended the market’s performance amid the Iran conflict, telling reporters he warned his office more than a year ago that confronting Iran would hurt stocks, but that the market has instead kept “hitting new records every day.” “Believe it or not, the stock market will go up,” he said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7acd4028e2b8ac40a48a9ebbebfd8d1\" tg-width=\"1356\" tg-height=\"279\"/></p><p><strong>Price Action: </strong>Intel’s shares closed 4.51% higher on Friday at $95.80 and climbed 0.09% in extended trading.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","INYY":"YieldMax INTC Option Income Strategy ETF","INTW":"2倍做多INTC ETF-GraniteShares","LINT":"Direxion Daily INTC Bull 2X ETF","INT":"2倍做多INTC ETF-Corgi"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196319960","content_text":"President Donald Trump said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.‘I Do This for Our Country, Not Myself’In a post on Truth Social, Trump said he does his trading for the country, not himself, and brushed off scrutiny from the Democrats.“I’ve made Hundreds of Billions of Dollars on Stocks, and many other type Holdings, for the U.S.A., not myself,” he added.He also shared an AI generated image of himself sitting at the Resolute Desk surrounded by trading screens, one reading “BOUGHT: INTEL $20” and another showing the stock “NOW $95.”The Intel Bet That’s Paying OffThe Trump administration acquired a roughly 10% stake in Intel Corp. (NASDAQ:INTC) in August 2025, purchasing 433.3 million shares at $20.47 apiece, an $8.9 billion investment made at a discount to the then-market price.The company’s stock is up 143.27% so far this year and 291.34% over the past year.Trump’s personal trading and public comments on individual stocks have repeatedly drawn ethics criticism this year.Calls Grow to Ban Presidential TradingDemocrats have repeatedly pushed for legislation to ban officials from trading on the stock market entirely.Rep. Eugene Vindman (D-Va.) introduced legislation, the “Sell Your Stocks or Step Down Act,” that would ban the president, vice president and members of Congress from trading stocks, digital assets and prediction market contracts entirely.Trump’s companies generated more than $1.4 billion from crypto ventures in 2025, including over $520 million from World Liberty Financial token sales and more than $635 million from Official Trump memecoin royalties, according to his financial disclosure.Market Highs as VindicationLast week, the president defended the market’s performance amid the Iran conflict, telling reporters he warned his office more than a year ago that confronting Iran would hurt stocks, but that the market has instead kept “hitting new records every day.” “Believe it or not, the stock market will go up,” he said.Price Action: Intel’s shares closed 4.51% higher on Friday at $95.80 and climbed 0.09% in extended trading.","news_type":1,"symbols_score_info":{"INT":0.6,"INTC":2,"INTW":0.6,"INYY":0.6,"LINT":0.6}},"isVote":1,"tweetType":1,"viewCount":1567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":605092674831720,"gmtCreate":1788764695483,"gmtModify":1788764698544,"author":{"id":"3576140222331577","authorId":"3576140222331577","name":"Guavaxf3006","avatar":"https://static.tigerbbs.com/1ff15ff6aa254c9130f9af922f7e2447","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576140222331577","idStr":"3576140222331577"},"themes":[],"title":"","htmlText":"Hang on. Didn't Najib Razak say the same thing...?","listText":"Hang on. Didn't Najib Razak say the same thing...?","text":"Hang on. Didn't Najib Razak say the same thing...?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605092674831720","repostId":"1196319960","repostType":4,"repost":{"id":"1196319960","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1788764400,"share":"https://ttm.financial/m/news/1196319960?lang=en_US&edition=fundamental","pubTime":"2026-09-07 15:00","market":"us","language":"en","title":"Trump Says He's Made \"Hundreds of Billions\" on Stocks, But Not for Himself: \"I Do This for Our Country\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1196319960","media":"Benzinga Earnings","summary":"President Donald Trump said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.‘I Do This for Our Country, Not Myself’In a post on Truth...","content":"<html><head></head><body><p>President <strong>Donald Trump</strong> said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.</p><h2 id=\"id_1173756058\" style=\"text-align: start;\">‘I Do This for Our Country, Not Myself’</h2><p style=\"text-align: start;\">In a post on Truth Social, Trump said he does his trading for the country, not himself, and brushed off scrutiny from the Democrats.</p><p>“I’ve made Hundreds of Billions of Dollars on Stocks, and many other type Holdings, for the U.S.A., not myself,” he added.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1447cdc38809e3497a0804ddc365731a\" tg-width=\"295\" tg-height=\"566\"/></p><p>He also shared an AI generated image of himself sitting at the Resolute Desk surrounded by trading screens, one reading “BOUGHT: INTEL $20” and another showing the stock “NOW $95.”</p><h2 id=\"id_2066802946\" style=\"text-align: start;\">The Intel Bet That’s Paying Off</h2><p style=\"text-align: start;\">The Trump administration acquired a roughly 10% stake in <strong>Intel Corp. </strong>(NASDAQ:INTC) in August 2025, purchasing 433.3 million shares at $20.47 apiece, an $8.9 billion investment made at a discount to the then-market price.</p><p style=\"text-align: start;\">The company’s stock is up 143.27% so far this year and 291.34% over the past year.</p><p style=\"text-align: start;\">Trump’s personal trading and public comments on individual stocks have repeatedly drawn ethics criticism this year.</p><h2 id=\"id_1844735398\" style=\"text-align: start;\">Calls Grow to Ban Presidential Trading</h2><p style=\"text-align: start;\">Democrats have repeatedly pushed for legislation to ban officials from trading on the stock market entirely.</p><p style=\"text-align: start;\">Rep.<strong> Eugene Vindman</strong> (D-Va.) introduced legislation, the “Sell Your Stocks or Step Down Act,” that would ban the president, vice president and members of Congress from trading stocks, digital assets and prediction market contracts entirely.</p><p style=\"text-align: start;\">Trump’s companies generated more than $1.4 billion from crypto ventures in 2025, including over $520 million from World Liberty Financial token sales and more than $635 million from Official Trump memecoin royalties, according to his financial disclosure.</p><h2 id=\"id_2237942652\" style=\"text-align: start;\">Market Highs as Vindication</h2><p style=\"text-align: start;\">Last week, the president defended the market’s performance amid the Iran conflict, telling reporters he warned his office more than a year ago that confronting Iran would hurt stocks, but that the market has instead kept “hitting new records every day.” “Believe it or not, the stock market will go up,” he said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7acd4028e2b8ac40a48a9ebbebfd8d1\" tg-width=\"1356\" tg-height=\"279\"/></p><p><strong>Price Action: </strong>Intel’s shares closed 4.51% higher on Friday at $95.80 and climbed 0.09% in extended trading.</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>Trump Says He's Made \"Hundreds of Billions\" on Stocks, But Not for Himself: \"I Do This for Our Country\"</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\">\nTrump Says He's Made \"Hundreds of Billions\" on Stocks, But Not for Himself: \"I Do This for Our Country\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-07 15:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>President <strong>Donald Trump</strong> said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.</p><h2 id=\"id_1173756058\" style=\"text-align: start;\">‘I Do This for Our Country, Not Myself’</h2><p style=\"text-align: start;\">In a post on Truth Social, Trump said he does his trading for the country, not himself, and brushed off scrutiny from the Democrats.</p><p>“I’ve made Hundreds of Billions of Dollars on Stocks, and many other type Holdings, for the U.S.A., not myself,” he added.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1447cdc38809e3497a0804ddc365731a\" tg-width=\"295\" tg-height=\"566\"/></p><p>He also shared an AI generated image of himself sitting at the Resolute Desk surrounded by trading screens, one reading “BOUGHT: INTEL $20” and another showing the stock “NOW $95.”</p><h2 id=\"id_2066802946\" style=\"text-align: start;\">The Intel Bet That’s Paying Off</h2><p style=\"text-align: start;\">The Trump administration acquired a roughly 10% stake in <strong>Intel Corp. </strong>(NASDAQ:INTC) in August 2025, purchasing 433.3 million shares at $20.47 apiece, an $8.9 billion investment made at a discount to the then-market price.</p><p style=\"text-align: start;\">The company’s stock is up 143.27% so far this year and 291.34% over the past year.</p><p style=\"text-align: start;\">Trump’s personal trading and public comments on individual stocks have repeatedly drawn ethics criticism this year.</p><h2 id=\"id_1844735398\" style=\"text-align: start;\">Calls Grow to Ban Presidential Trading</h2><p style=\"text-align: start;\">Democrats have repeatedly pushed for legislation to ban officials from trading on the stock market entirely.</p><p style=\"text-align: start;\">Rep.<strong> Eugene Vindman</strong> (D-Va.) introduced legislation, the “Sell Your Stocks or Step Down Act,” that would ban the president, vice president and members of Congress from trading stocks, digital assets and prediction market contracts entirely.</p><p style=\"text-align: start;\">Trump’s companies generated more than $1.4 billion from crypto ventures in 2025, including over $520 million from World Liberty Financial token sales and more than $635 million from Official Trump memecoin royalties, according to his financial disclosure.</p><h2 id=\"id_2237942652\" style=\"text-align: start;\">Market Highs as Vindication</h2><p style=\"text-align: start;\">Last week, the president defended the market’s performance amid the Iran conflict, telling reporters he warned his office more than a year ago that confronting Iran would hurt stocks, but that the market has instead kept “hitting new records every day.” “Believe it or not, the stock market will go up,” he said.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e7acd4028e2b8ac40a48a9ebbebfd8d1\" tg-width=\"1356\" tg-height=\"279\"/></p><p><strong>Price Action: </strong>Intel’s shares closed 4.51% higher on Friday at $95.80 and climbed 0.09% in extended trading.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","INYY":"YieldMax INTC Option Income Strategy ETF","INTW":"2倍做多INTC ETF-GraniteShares","LINT":"Direxion Daily INTC Bull 2X ETF","INT":"2倍做多INTC ETF-Corgi"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196319960","content_text":"President Donald Trump said Sunday he’s made enormous sums of money trading stocks, but insisted the gains are for the country, not himself.‘I Do This for Our Country, Not Myself’In a post on Truth Social, Trump said he does his trading for the country, not himself, and brushed off scrutiny from the Democrats.“I’ve made Hundreds of Billions of Dollars on Stocks, and many other type Holdings, for the U.S.A., not myself,” he added.He also shared an AI generated image of himself sitting at the Resolute Desk surrounded by trading screens, one reading “BOUGHT: INTEL $20” and another showing the stock “NOW $95.”The Intel Bet That’s Paying OffThe Trump administration acquired a roughly 10% stake in Intel Corp. (NASDAQ:INTC) in August 2025, purchasing 433.3 million shares at $20.47 apiece, an $8.9 billion investment made at a discount to the then-market price.The company’s stock is up 143.27% so far this year and 291.34% over the past year.Trump’s personal trading and public comments on individual stocks have repeatedly drawn ethics criticism this year.Calls Grow to Ban Presidential TradingDemocrats have repeatedly pushed for legislation to ban officials from trading on the stock market entirely.Rep. Eugene Vindman (D-Va.) introduced legislation, the “Sell Your Stocks or Step Down Act,” that would ban the president, vice president and members of Congress from trading stocks, digital assets and prediction market contracts entirely.Trump’s companies generated more than $1.4 billion from crypto ventures in 2025, including over $520 million from World Liberty Financial token sales and more than $635 million from Official Trump memecoin royalties, according to his financial disclosure.Market Highs as VindicationLast week, the president defended the market’s performance amid the Iran conflict, telling reporters he warned his office more than a year ago that confronting Iran would hurt stocks, but that the market has instead kept “hitting new records every day.” “Believe it or not, the stock market will go up,” he said.Price Action: Intel’s shares closed 4.51% higher on Friday at $95.80 and climbed 0.09% in extended trading.","news_type":1,"symbols_score_info":{"INT":0.6,"INTC":2,"INTW":0.6,"INYY":0.6,"LINT":0.6}},"isVote":1,"tweetType":1,"viewCount":1176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":604833387471936,"gmtCreate":1788701389267,"gmtModify":1788703002491,"author":{"id":"4177116098513712","authorId":"4177116098513712","name":"AbhishekC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4177116098513712","idStr":"4177116098513712"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/604833387471936","repostId":"2665361210","repostType":2,"repost":{"id":"2665361210","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1788684228,"share":"https://ttm.financial/m/news/2665361210?lang=en_US&edition=fundamental","pubTime":"2026-09-06 16:43","market":"us","language":"en","title":"Gary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat","url":"https://stock-news.laohu8.com/highlight/detail?id=2665361210","media":"Benzinga Earnings","summary":"Gary Black says Tesla has achieved unsupervised autonomy but warns competition and a stretched valuation could pressure its stock.","content":"<html><body><p><strong>The Future Fund</strong> Managing Partner <strong>Gary Black</strong> said he has always believed <strong>Tesla Inc.</strong> (NASDAQ:TSLA) would “solve for unsupervised autonomy” with its Cybercab launch and flagged rising competition and stretched valuation, days after calling the Cybercab event “largely a bust.”</p>\n<h2>Rivals Close In On 1 Million Weekly Rides</h2>\n<p>In a Saturday post on X, Black said <strong><a href=\"https://laohu8.com/S/GGLAP\">Alphabet Inc.</a> </strong>(NASDAQ:GOOG) (NASDAQ:GOOGL),<strong> <a href=\"https://laohu8.com/S/09888\">Baidu</a> Inc.</strong> (NASDAQ:BIDU), <strong>Pony.ai Inc.</strong> (NASDAQ:PONY), <strong><a href=\"https://laohu8.com/S/WRDIF\">WeRide Inc.</a></strong> (NASDAQ:WRD) and <strong>Amazon.com Inc.</strong>‘s (NASDAQ:AMZN) <strong>ZOOX</strong> now combine for more than 1 million weekly paid unsupervised autonomous rides without safety monitors. “A handful of others would also achieve unsupervised autonomy within 18-24 months,” Black said, adding that his previous prediction “looks accurate.”</p>\n<figure><div>\n<blockquote><p dir=\"ltr\" lang=\"en\">I’ve said all along that $TSLA would solve for unsupervised autonomy, and with the launch of Cybercab it’s clear they have.  My caution has always been that a handful of others would also achieve unsupervised autonomy within 18-24 months and with $GOOG, $BIDU, $PONY, $WRD, and… pic.twitter.com/Zo0J1uLOfU</p>— Gary Black (@garyblack00) September 5, 2026</blockquote>\n</div></figure>\n<p>He expects “self-driving” to become the preferred option on <strong>Uber Technologies Inc.</strong> (NYSE:UBER) and rival ride-hailing apps as more providers enter the space.</p>\n<p>The competitive threat isn’t new. In late August, Black said Wall Street already assumes autonomy will “quickly become a commodity” once rivals catch up, rather than remain a Tesla-exclusive edge. At the time, Alphabet’s Waymo led the market with more than 500,000 weekly autonomous rides, well ahead of Tesla and Amazon-backed Zoox.</p>\n<h2>Valuation Remains the Real Sticking Point</h2>\n<p>Despite praising Tesla’s technology, Black’s caution centers on price, not performance. </p>\n<p>Tesla closed Friday with a 2026 price-to-earnings ratio of 213 times and a 2027 P/E ratio of 158 times. Based on Wall Street’s forecast of 35% long-term earnings growth, Black calculated that this translates to PEG ratios of 6.3 times and 4.4 times, respectively. The PEG ratio compares a company’s valuation with its expected growth.</p>\n<p>By comparison, the average “Mag 8” stock, excluding Tesla, trades at a PEG ratio of 2.7 times, he said. This suggests that Tesla’s premium is unusually high compared with its peers. That gap, Black noted, helps explain Tesla’s underperformance versus the Nasdaq 100 and S&amp;P 500 this year and over the past one, three and five years.</p>\n<h2>Three Questions That Will Decide Tesla’s Stock</h2>\n<p>Whether Tesla can outperform after lagging major indexes depends on three factors, Black said, how quickly Robotaxi scales into meaningful earnings, whether rivals commoditize autonomy as happened in EVs from 2021-2023, and Robotaxi’s safety profile as it expands beyond geofenced Austin to other U.S. cities, Europe and Asia.</p>\n<p>In the same post, Black said he’d rather see those three questions answered than face criticism from Tesla bulls. “Let’s move the discussion forward,” he said.</p>\n<p>Earlier, after CEO <strong>Elon Musk</strong> touted the Cybercab’s rare-earth-free motor as a major engineering feat, calling it “extremely hard to achieve,” Black said key deployment details, including planned vehicle numbers, went unanswered at the event.</p>\n<p>The safety concerns Black raised are already being put to the test. The National Highway Traffic Safety Administration has opened an audit inquiry into Tesla’s certification that the Cybercab meets federal safety standards, citing the vehicle’s lack of a steering wheel, pedals and mirrors.</p>\n<h2><strong>Trading Metrics</strong></h2>\n<p>Tesla has a market capitalization of $1.39 trillion, a 52-week high of $498.83 and a 52-week low of $297.38.</p>\n<p>The large-cap automotive stock is down 21.27% year-to-date.</p>\n<p><strong>Benzinga’s Edge Stock Rankings</strong> indicate that Tesla stock is showing short-term gains, while its medium- and long-term trends remain negative.</p>\n<figure><img decoding=\"async\" height=\"242\" loading=\"lazy\" sizes=\"(max-width: 405px) 100vw, 405px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131.png 405w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131-300x179.png 300w\" width=\"405\"/></figure>\n<p><strong><em>Disclaimer:</em></strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>\n<div>\n<p>\n<strong>\nRead Also:\n\nAI Adoption Spreads Beyond Tech as Finance, Manufacturing Businesses Race to Catch Up\n</strong>\n</p>\n</div>\n<p><em>Photo courtesy: Rokas Tenys on Shutterstock.com</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-06 16:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong>The Future Fund</strong> Managing Partner <strong>Gary Black</strong> said he has always believed <strong>Tesla Inc.</strong> (NASDAQ:TSLA) would “solve for unsupervised autonomy” with its Cybercab launch and flagged rising competition and stretched valuation, days after calling the Cybercab event “largely a bust.”</p>\n<h2>Rivals Close In On 1 Million Weekly Rides</h2>\n<p>In a Saturday post on X, Black said <strong><a href=\"https://laohu8.com/S/GGLAP\">Alphabet Inc.</a> </strong>(NASDAQ:GOOG) (NASDAQ:GOOGL),<strong> <a href=\"https://laohu8.com/S/09888\">Baidu</a> Inc.</strong> (NASDAQ:BIDU), <strong>Pony.ai Inc.</strong> (NASDAQ:PONY), <strong><a href=\"https://laohu8.com/S/WRDIF\">WeRide Inc.</a></strong> (NASDAQ:WRD) and <strong>Amazon.com Inc.</strong>‘s (NASDAQ:AMZN) <strong>ZOOX</strong> now combine for more than 1 million weekly paid unsupervised autonomous rides without safety monitors. “A handful of others would also achieve unsupervised autonomy within 18-24 months,” Black said, adding that his previous prediction “looks accurate.”</p>\n<figure><div>\n<blockquote><p dir=\"ltr\" lang=\"en\">I’ve said all along that $TSLA would solve for unsupervised autonomy, and with the launch of Cybercab it’s clear they have.  My caution has always been that a handful of others would also achieve unsupervised autonomy within 18-24 months and with $GOOG, $BIDU, $PONY, $WRD, and… pic.twitter.com/Zo0J1uLOfU</p>— Gary Black (@garyblack00) September 5, 2026</blockquote>\n</div></figure>\n<p>He expects “self-driving” to become the preferred option on <strong>Uber Technologies Inc.</strong> (NYSE:UBER) and rival ride-hailing apps as more providers enter the space.</p>\n<p>The competitive threat isn’t new. In late August, Black said Wall Street already assumes autonomy will “quickly become a commodity” once rivals catch up, rather than remain a Tesla-exclusive edge. At the time, Alphabet’s Waymo led the market with more than 500,000 weekly autonomous rides, well ahead of Tesla and Amazon-backed Zoox.</p>\n<h2>Valuation Remains the Real Sticking Point</h2>\n<p>Despite praising Tesla’s technology, Black’s caution centers on price, not performance. </p>\n<p>Tesla closed Friday with a 2026 price-to-earnings ratio of 213 times and a 2027 P/E ratio of 158 times. Based on Wall Street’s forecast of 35% long-term earnings growth, Black calculated that this translates to PEG ratios of 6.3 times and 4.4 times, respectively. The PEG ratio compares a company’s valuation with its expected growth.</p>\n<p>By comparison, the average “Mag 8” stock, excluding Tesla, trades at a PEG ratio of 2.7 times, he said. This suggests that Tesla’s premium is unusually high compared with its peers. That gap, Black noted, helps explain Tesla’s underperformance versus the Nasdaq 100 and S&amp;P 500 this year and over the past one, three and five years.</p>\n<h2>Three Questions That Will Decide Tesla’s Stock</h2>\n<p>Whether Tesla can outperform after lagging major indexes depends on three factors, Black said, how quickly Robotaxi scales into meaningful earnings, whether rivals commoditize autonomy as happened in EVs from 2021-2023, and Robotaxi’s safety profile as it expands beyond geofenced Austin to other U.S. cities, Europe and Asia.</p>\n<p>In the same post, Black said he’d rather see those three questions answered than face criticism from Tesla bulls. “Let’s move the discussion forward,” he said.</p>\n<p>Earlier, after CEO <strong>Elon Musk</strong> touted the Cybercab’s rare-earth-free motor as a major engineering feat, calling it “extremely hard to achieve,” Black said key deployment details, including planned vehicle numbers, went unanswered at the event.</p>\n<p>The safety concerns Black raised are already being put to the test. The National Highway Traffic Safety Administration has opened an audit inquiry into Tesla’s certification that the Cybercab meets federal safety standards, citing the vehicle’s lack of a steering wheel, pedals and mirrors.</p>\n<h2><strong>Trading Metrics</strong></h2>\n<p>Tesla has a market capitalization of $1.39 trillion, a 52-week high of $498.83 and a 52-week low of $297.38.</p>\n<p>The large-cap automotive stock is down 21.27% year-to-date.</p>\n<p><strong>Benzinga’s Edge Stock Rankings</strong> indicate that Tesla stock is showing short-term gains, while its medium- and long-term trends remain negative.</p>\n<figure><img decoding=\"async\" height=\"242\" loading=\"lazy\" sizes=\"(max-width: 405px) 100vw, 405px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131.png 405w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131-300x179.png 300w\" width=\"405\"/></figure>\n<p><strong><em>Disclaimer:</em></strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>\n<div>\n<p>\n<strong>\nRead Also:\n\nAI Adoption Spreads Beyond Tech as Finance, Manufacturing Businesses Race to Catch Up\n</strong>\n</p>\n</div>\n<p><em>Photo courtesy: Rokas Tenys on Shutterstock.com</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","TSLQ":"2倍做空TSLA ETF-Tradr","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4592":"伊斯兰概念","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","TSLR":"2倍做多TSLA ETF-GraniteShares","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","TSLS":"1倍做空TSLA ETF-Direxion","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4548":"巴美列捷福持仓","TSLT":"2倍做多TSLA ETF-T-Rex","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","07366":"南方两倍做空特斯拉","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - 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(NASDAQ:TSLA) would “solve for unsupervised autonomy” with its Cybercab launch and flagged rising competition and stretched valuation, days after calling the Cybercab event “largely a bust.”\nRivals Close In On 1 Million Weekly Rides\nIn a Saturday post on X, Black said Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), Baidu Inc. (NASDAQ:BIDU), Pony.ai Inc. (NASDAQ:PONY), WeRide Inc. (NASDAQ:WRD) and Amazon.com Inc.‘s (NASDAQ:AMZN) ZOOX now combine for more than 1 million weekly paid unsupervised autonomous rides without safety monitors. “A handful of others would also achieve unsupervised autonomy within 18-24 months,” Black said, adding that his previous prediction “looks accurate.”\n\nI’ve said all along that $TSLA would solve for unsupervised autonomy, and with the launch of Cybercab it’s clear they have.  My caution has always been that a handful of others would also achieve unsupervised autonomy within 18-24 months and with $GOOG, $BIDU, $PONY, $WRD, and… pic.twitter.com/Zo0J1uLOfU— Gary Black (@garyblack00) September 5, 2026\n\nHe expects “self-driving” to become the preferred option on Uber Technologies Inc. (NYSE:UBER) and rival ride-hailing apps as more providers enter the space.\nThe competitive threat isn’t new. In late August, Black said Wall Street already assumes autonomy will “quickly become a commodity” once rivals catch up, rather than remain a Tesla-exclusive edge. At the time, Alphabet’s Waymo led the market with more than 500,000 weekly autonomous rides, well ahead of Tesla and Amazon-backed Zoox.\nValuation Remains the Real Sticking Point\nDespite praising Tesla’s technology, Black’s caution centers on price, not performance. \nTesla closed Friday with a 2026 price-to-earnings ratio of 213 times and a 2027 P/E ratio of 158 times. Based on Wall Street’s forecast of 35% long-term earnings growth, Black calculated that this translates to PEG ratios of 6.3 times and 4.4 times, respectively. The PEG ratio compares a company’s valuation with its expected growth.\nBy comparison, the average “Mag 8” stock, excluding Tesla, trades at a PEG ratio of 2.7 times, he said. This suggests that Tesla’s premium is unusually high compared with its peers. That gap, Black noted, helps explain Tesla’s underperformance versus the Nasdaq 100 and S&P 500 this year and over the past one, three and five years.\nThree Questions That Will Decide Tesla’s Stock\nWhether Tesla can outperform after lagging major indexes depends on three factors, Black said, how quickly Robotaxi scales into meaningful earnings, whether rivals commoditize autonomy as happened in EVs from 2021-2023, and Robotaxi’s safety profile as it expands beyond geofenced Austin to other U.S. cities, Europe and Asia.\nIn the same post, Black said he’d rather see those three questions answered than face criticism from Tesla bulls. “Let’s move the discussion forward,” he said.\nEarlier, after CEO Elon Musk touted the Cybercab’s rare-earth-free motor as a major engineering feat, calling it “extremely hard to achieve,” Black said key deployment details, including planned vehicle numbers, went unanswered at the event.\nThe safety concerns Black raised are already being put to the test. The National Highway Traffic Safety Administration has opened an audit inquiry into Tesla’s certification that the Cybercab meets federal safety standards, citing the vehicle’s lack of a steering wheel, pedals and mirrors.\nTrading Metrics\nTesla has a market capitalization of $1.39 trillion, a 52-week high of $498.83 and a 52-week low of $297.38.\nThe large-cap automotive stock is down 21.27% year-to-date.\nBenzinga’s Edge Stock Rankings indicate that Tesla stock is showing short-term gains, while its medium- and long-term trends remain negative.\n\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\n\n\n\nRead Also:\n\nAI Adoption Spreads Beyond Tech as Finance, Manufacturing Businesses Race to Catch Up\n\n\n\nPhoto courtesy: Rokas Tenys on Shutterstock.com","news_type":1,"symbols_score_info":{"TSLP":0.6,"TESC":0.6,"TSLW":0.6,"07366":0.6,"TESL":0.6,"TSLQ":0.6,"TSLY":0.6,"TSL":0.6,"TSLG":0.6,"TSDD":0.6,"TSLL":0.6,"SMOG":0.6,"07766":0.6,"TSLS":0.6,"TSLT":0.6,"CRSH":0.6,"ELOL":0.6,"TSLI":0.6,"TSLA":1.97,"09366":0.6,"FDRV":0.6,"09766":0.6,"TSLO":0.6,"TSYY":0.6,"LIT":0.6,"WATS":0.6,"TSLR":0.6,"STSLAmain":0.6,"WANT":0.6,"IDRV":0.6,"TEST":0.6,"TSII":0.6,"TLA":0.6,"TSLZ":0.6}},"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":604833502508016,"gmtCreate":1788701416212,"gmtModify":1788703009241,"author":{"id":"4177116098513712","authorId":"4177116098513712","name":"AbhishekC","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4177116098513712","idStr":"4177116098513712"},"themes":[],"title":"","htmlText":"Get","listText":"Get","text":"Get","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/604833502508016","repostId":"2665361210","repostType":2,"repost":{"id":"2665361210","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1788684228,"share":"https://ttm.financial/m/news/2665361210?lang=en_US&edition=fundamental","pubTime":"2026-09-06 16:43","market":"us","language":"en","title":"Gary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat","url":"https://stock-news.laohu8.com/highlight/detail?id=2665361210","media":"Benzinga Earnings","summary":"Gary Black says Tesla has achieved unsupervised autonomy but warns competition and a stretched valuation could pressure its stock.","content":"<html><body><p><strong>The Future Fund</strong> Managing Partner <strong>Gary Black</strong> said he has always believed <strong>Tesla Inc.</strong> (NASDAQ:TSLA) would “solve for unsupervised autonomy” with its Cybercab launch and flagged rising competition and stretched valuation, days after calling the Cybercab event “largely a bust.”</p>\n<h2>Rivals Close In On 1 Million Weekly Rides</h2>\n<p>In a Saturday post on X, Black said <strong><a href=\"https://laohu8.com/S/GGLAP\">Alphabet Inc.</a> </strong>(NASDAQ:GOOG) (NASDAQ:GOOGL),<strong> <a href=\"https://laohu8.com/S/09888\">Baidu</a> Inc.</strong> (NASDAQ:BIDU), <strong>Pony.ai Inc.</strong> (NASDAQ:PONY), <strong><a href=\"https://laohu8.com/S/WRDIF\">WeRide Inc.</a></strong> (NASDAQ:WRD) and <strong>Amazon.com Inc.</strong>‘s (NASDAQ:AMZN) <strong>ZOOX</strong> now combine for more than 1 million weekly paid unsupervised autonomous rides without safety monitors. “A handful of others would also achieve unsupervised autonomy within 18-24 months,” Black said, adding that his previous prediction “looks accurate.”</p>\n<figure><div>\n<blockquote><p dir=\"ltr\" lang=\"en\">I’ve said all along that $TSLA would solve for unsupervised autonomy, and with the launch of Cybercab it’s clear they have.  My caution has always been that a handful of others would also achieve unsupervised autonomy within 18-24 months and with $GOOG, $BIDU, $PONY, $WRD, and… pic.twitter.com/Zo0J1uLOfU</p>— Gary Black (@garyblack00) September 5, 2026</blockquote>\n</div></figure>\n<p>He expects “self-driving” to become the preferred option on <strong>Uber Technologies Inc.</strong> (NYSE:UBER) and rival ride-hailing apps as more providers enter the space.</p>\n<p>The competitive threat isn’t new. In late August, Black said Wall Street already assumes autonomy will “quickly become a commodity” once rivals catch up, rather than remain a Tesla-exclusive edge. At the time, Alphabet’s Waymo led the market with more than 500,000 weekly autonomous rides, well ahead of Tesla and Amazon-backed Zoox.</p>\n<h2>Valuation Remains the Real Sticking Point</h2>\n<p>Despite praising Tesla’s technology, Black’s caution centers on price, not performance. </p>\n<p>Tesla closed Friday with a 2026 price-to-earnings ratio of 213 times and a 2027 P/E ratio of 158 times. Based on Wall Street’s forecast of 35% long-term earnings growth, Black calculated that this translates to PEG ratios of 6.3 times and 4.4 times, respectively. The PEG ratio compares a company’s valuation with its expected growth.</p>\n<p>By comparison, the average “Mag 8” stock, excluding Tesla, trades at a PEG ratio of 2.7 times, he said. This suggests that Tesla’s premium is unusually high compared with its peers. That gap, Black noted, helps explain Tesla’s underperformance versus the Nasdaq 100 and S&amp;P 500 this year and over the past one, three and five years.</p>\n<h2>Three Questions That Will Decide Tesla’s Stock</h2>\n<p>Whether Tesla can outperform after lagging major indexes depends on three factors, Black said, how quickly Robotaxi scales into meaningful earnings, whether rivals commoditize autonomy as happened in EVs from 2021-2023, and Robotaxi’s safety profile as it expands beyond geofenced Austin to other U.S. cities, Europe and Asia.</p>\n<p>In the same post, Black said he’d rather see those three questions answered than face criticism from Tesla bulls. “Let’s move the discussion forward,” he said.</p>\n<p>Earlier, after CEO <strong>Elon Musk</strong> touted the Cybercab’s rare-earth-free motor as a major engineering feat, calling it “extremely hard to achieve,” Black said key deployment details, including planned vehicle numbers, went unanswered at the event.</p>\n<p>The safety concerns Black raised are already being put to the test. The National Highway Traffic Safety Administration has opened an audit inquiry into Tesla’s certification that the Cybercab meets federal safety standards, citing the vehicle’s lack of a steering wheel, pedals and mirrors.</p>\n<h2><strong>Trading Metrics</strong></h2>\n<p>Tesla has a market capitalization of $1.39 trillion, a 52-week high of $498.83 and a 52-week low of $297.38.</p>\n<p>The large-cap automotive stock is down 21.27% year-to-date.</p>\n<p><strong>Benzinga’s Edge Stock Rankings</strong> indicate that Tesla stock is showing short-term gains, while its medium- and long-term trends remain negative.</p>\n<figure><img decoding=\"async\" height=\"242\" loading=\"lazy\" sizes=\"(max-width: 405px) 100vw, 405px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131.png 405w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131-300x179.png 300w\" width=\"405\"/></figure>\n<p><strong><em>Disclaimer:</em></strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>\n<div>\n<p>\n<strong>\nRead Also:\n\nAI Adoption Spreads Beyond Tech as Finance, Manufacturing Businesses Race to Catch Up\n</strong>\n</p>\n</div>\n<p><em>Photo courtesy: Rokas Tenys on Shutterstock.com</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGary Black Says Tesla Has Solved Unsupervised Autonomy, but Competition Is the Bigger Threat\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-09-06 16:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong>The Future Fund</strong> Managing Partner <strong>Gary Black</strong> said he has always believed <strong>Tesla Inc.</strong> (NASDAQ:TSLA) would “solve for unsupervised autonomy” with its Cybercab launch and flagged rising competition and stretched valuation, days after calling the Cybercab event “largely a bust.”</p>\n<h2>Rivals Close In On 1 Million Weekly Rides</h2>\n<p>In a Saturday post on X, Black said <strong><a href=\"https://laohu8.com/S/GGLAP\">Alphabet Inc.</a> </strong>(NASDAQ:GOOG) (NASDAQ:GOOGL),<strong> <a href=\"https://laohu8.com/S/09888\">Baidu</a> Inc.</strong> (NASDAQ:BIDU), <strong>Pony.ai Inc.</strong> (NASDAQ:PONY), <strong><a href=\"https://laohu8.com/S/WRDIF\">WeRide Inc.</a></strong> (NASDAQ:WRD) and <strong>Amazon.com Inc.</strong>‘s (NASDAQ:AMZN) <strong>ZOOX</strong> now combine for more than 1 million weekly paid unsupervised autonomous rides without safety monitors. “A handful of others would also achieve unsupervised autonomy within 18-24 months,” Black said, adding that his previous prediction “looks accurate.”</p>\n<figure><div>\n<blockquote><p dir=\"ltr\" lang=\"en\">I’ve said all along that $TSLA would solve for unsupervised autonomy, and with the launch of Cybercab it’s clear they have.  My caution has always been that a handful of others would also achieve unsupervised autonomy within 18-24 months and with $GOOG, $BIDU, $PONY, $WRD, and… pic.twitter.com/Zo0J1uLOfU</p>— Gary Black (@garyblack00) September 5, 2026</blockquote>\n</div></figure>\n<p>He expects “self-driving” to become the preferred option on <strong>Uber Technologies Inc.</strong> (NYSE:UBER) and rival ride-hailing apps as more providers enter the space.</p>\n<p>The competitive threat isn’t new. In late August, Black said Wall Street already assumes autonomy will “quickly become a commodity” once rivals catch up, rather than remain a Tesla-exclusive edge. At the time, Alphabet’s Waymo led the market with more than 500,000 weekly autonomous rides, well ahead of Tesla and Amazon-backed Zoox.</p>\n<h2>Valuation Remains the Real Sticking Point</h2>\n<p>Despite praising Tesla’s technology, Black’s caution centers on price, not performance. </p>\n<p>Tesla closed Friday with a 2026 price-to-earnings ratio of 213 times and a 2027 P/E ratio of 158 times. Based on Wall Street’s forecast of 35% long-term earnings growth, Black calculated that this translates to PEG ratios of 6.3 times and 4.4 times, respectively. The PEG ratio compares a company’s valuation with its expected growth.</p>\n<p>By comparison, the average “Mag 8” stock, excluding Tesla, trades at a PEG ratio of 2.7 times, he said. This suggests that Tesla’s premium is unusually high compared with its peers. That gap, Black noted, helps explain Tesla’s underperformance versus the Nasdaq 100 and S&amp;P 500 this year and over the past one, three and five years.</p>\n<h2>Three Questions That Will Decide Tesla’s Stock</h2>\n<p>Whether Tesla can outperform after lagging major indexes depends on three factors, Black said, how quickly Robotaxi scales into meaningful earnings, whether rivals commoditize autonomy as happened in EVs from 2021-2023, and Robotaxi’s safety profile as it expands beyond geofenced Austin to other U.S. cities, Europe and Asia.</p>\n<p>In the same post, Black said he’d rather see those three questions answered than face criticism from Tesla bulls. “Let’s move the discussion forward,” he said.</p>\n<p>Earlier, after CEO <strong>Elon Musk</strong> touted the Cybercab’s rare-earth-free motor as a major engineering feat, calling it “extremely hard to achieve,” Black said key deployment details, including planned vehicle numbers, went unanswered at the event.</p>\n<p>The safety concerns Black raised are already being put to the test. The National Highway Traffic Safety Administration has opened an audit inquiry into Tesla’s certification that the Cybercab meets federal safety standards, citing the vehicle’s lack of a steering wheel, pedals and mirrors.</p>\n<h2><strong>Trading Metrics</strong></h2>\n<p>Tesla has a market capitalization of $1.39 trillion, a 52-week high of $498.83 and a 52-week low of $297.38.</p>\n<p>The large-cap automotive stock is down 21.27% year-to-date.</p>\n<p><strong>Benzinga’s Edge Stock Rankings</strong> indicate that Tesla stock is showing short-term gains, while its medium- and long-term trends remain negative.</p>\n<figure><img decoding=\"async\" height=\"242\" loading=\"lazy\" sizes=\"(max-width: 405px) 100vw, 405px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131.png 405w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/09/06041959/image-131-300x179.png 300w\" width=\"405\"/></figure>\n<p><strong><em>Disclaimer:</em></strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>\n<div>\n<p>\n<strong>\nRead Also:\n\nAI Adoption Spreads Beyond Tech as Finance, Manufacturing Businesses Race to Catch Up\n</strong>\n</p>\n</div>\n<p><em>Photo courtesy: Rokas Tenys on Shutterstock.com</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","TSLQ":"2倍做空TSLA ETF-Tradr","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4592":"伊斯兰概念","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","TSLR":"2倍做多TSLA ETF-GraniteShares","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","TSLS":"1倍做空TSLA ETF-Direxion","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4548":"巴美列捷福持仓","TSLT":"2倍做多TSLA ETF-T-Rex","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","07366":"南方两倍做空特斯拉","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - 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(NASDAQ:TSLA) would “solve for unsupervised autonomy” with its Cybercab launch and flagged rising competition and stretched valuation, days after calling the Cybercab event “largely a bust.”\nRivals Close In On 1 Million Weekly Rides\nIn a Saturday post on X, Black said Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), Baidu Inc. (NASDAQ:BIDU), Pony.ai Inc. (NASDAQ:PONY), WeRide Inc. (NASDAQ:WRD) and Amazon.com Inc.‘s (NASDAQ:AMZN) ZOOX now combine for more than 1 million weekly paid unsupervised autonomous rides without safety monitors. “A handful of others would also achieve unsupervised autonomy within 18-24 months,” Black said, adding that his previous prediction “looks accurate.”\n\nI’ve said all along that $TSLA would solve for unsupervised autonomy, and with the launch of Cybercab it’s clear they have.  My caution has always been that a handful of others would also achieve unsupervised autonomy within 18-24 months and with $GOOG, $BIDU, $PONY, $WRD, and… pic.twitter.com/Zo0J1uLOfU— Gary Black (@garyblack00) September 5, 2026\n\nHe expects “self-driving” to become the preferred option on Uber Technologies Inc. (NYSE:UBER) and rival ride-hailing apps as more providers enter the space.\nThe competitive threat isn’t new. In late August, Black said Wall Street already assumes autonomy will “quickly become a commodity” once rivals catch up, rather than remain a Tesla-exclusive edge. At the time, Alphabet’s Waymo led the market with more than 500,000 weekly autonomous rides, well ahead of Tesla and Amazon-backed Zoox.\nValuation Remains the Real Sticking Point\nDespite praising Tesla’s technology, Black’s caution centers on price, not performance. \nTesla closed Friday with a 2026 price-to-earnings ratio of 213 times and a 2027 P/E ratio of 158 times. Based on Wall Street’s forecast of 35% long-term earnings growth, Black calculated that this translates to PEG ratios of 6.3 times and 4.4 times, respectively. The PEG ratio compares a company’s valuation with its expected growth.\nBy comparison, the average “Mag 8” stock, excluding Tesla, trades at a PEG ratio of 2.7 times, he said. This suggests that Tesla’s premium is unusually high compared with its peers. That gap, Black noted, helps explain Tesla’s underperformance versus the Nasdaq 100 and S&P 500 this year and over the past one, three and five years.\nThree Questions That Will Decide Tesla’s Stock\nWhether Tesla can outperform after lagging major indexes depends on three factors, Black said, how quickly Robotaxi scales into meaningful earnings, whether rivals commoditize autonomy as happened in EVs from 2021-2023, and Robotaxi’s safety profile as it expands beyond geofenced Austin to other U.S. cities, Europe and Asia.\nIn the same post, Black said he’d rather see those three questions answered than face criticism from Tesla bulls. “Let’s move the discussion forward,” he said.\nEarlier, after CEO Elon Musk touted the Cybercab’s rare-earth-free motor as a major engineering feat, calling it “extremely hard to achieve,” Black said key deployment details, including planned vehicle numbers, went unanswered at the event.\nThe safety concerns Black raised are already being put to the test. The National Highway Traffic Safety Administration has opened an audit inquiry into Tesla’s certification that the Cybercab meets federal safety standards, citing the vehicle’s lack of a steering wheel, pedals and mirrors.\nTrading Metrics\nTesla has a market capitalization of $1.39 trillion, a 52-week high of $498.83 and a 52-week low of $297.38.\nThe large-cap automotive stock is down 21.27% year-to-date.\nBenzinga’s Edge Stock Rankings indicate that Tesla stock is showing short-term gains, while its medium- and long-term trends remain negative.\n\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\n\n\n\nRead Also:\n\nAI Adoption Spreads Beyond Tech as Finance, Manufacturing Businesses Race to Catch Up\n\n\n\nPhoto courtesy: Rokas Tenys on Shutterstock.com","news_type":1,"symbols_score_info":{"TSLP":0.6,"TESC":0.6,"TSLW":0.6,"07366":0.6,"TESL":0.6,"TSLQ":0.6,"TSLY":0.6,"TSL":0.6,"TSLG":0.6,"TSDD":0.6,"TSLL":0.6,"SMOG":0.6,"07766":0.6,"TSLS":0.6,"TSLT":0.6,"CRSH":0.6,"ELOL":0.6,"TSLI":0.6,"TSLA":1.97,"09366":0.6,"FDRV":0.6,"09766":0.6,"TSLO":0.6,"TSYY":0.6,"LIT":0.6,"WATS":0.6,"TSLR":0.6,"STSLAmain":0.6,"WANT":0.6,"IDRV":0.6,"TEST":0.6,"TSII":0.6,"TLA":0.6,"TSLZ":0.6}},"isVote":1,"tweetType":1,"viewCount":1278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":599435111170856,"gmtCreate":1787388201323,"gmtModify":1787388204925,"author":{"id":"3582175710040105","authorId":"3582175710040105","name":"Axekay","avatar":"https://static.itradeup.com/news/bb1a0492a52d3f14fed576a4c8d1b1da","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582175710040105","idStr":"3582175710040105"},"themes":[],"title":"","htmlText":"Despite the lower analyst expectation on&nbsp;<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> , all the expected target share price is still way higher than its currently traded price. 101% optimism demonstrated despite the negative trend that are seeing now","listText":"Despite the lower analyst expectation on&nbsp;<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> , all the expected target share price is still way higher than its currently traded price. 101% optimism demonstrated despite the negative trend that are seeing now","text":"Despite the lower analyst expectation on $Alibaba(BABA)$ , all the expected target share price is still way higher than its currently traded price. 101% optimism demonstrated despite the negative trend that are seeing now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/599435111170856","repostId":"2661213292","repostType":2,"repost":{"id":"2661213292","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1787340347,"share":"https://ttm.financial/m/news/2661213292?lang=en_US&edition=fundamental","pubTime":"2026-08-22 03:25","market":"hk","language":"en","title":"These Analysts Revise Their Forecasts On Alibaba After Q1 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2661213292","media":"Benzinga Earnings","summary":"Alibaba (BABA) reported mixed first quarter results, with revenue exceeding estimates but earnings falling short. Analysts have adjusted price targets.","content":"<html><body><p><strong><a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a> Holding Ltd.</strong> (NYSE:BABA) reported mixed results for its first quarter on Thursday.</p>\n<p>Alibaba reported fiscal first-quarter 2027 revenue of $39.64 billion, up 9% year over year and above the $38.63 billion analyst estimate. However, adjusted earnings per ADS fell 42% to $1.26, missing expectations of $1.85. Adjusted net income declined 38% to $3.05 billion, while adjusted EBITA fell 30% to $4.03 billion. Net income plunged 75% to $1.54 billion.</p>\n<p>“We delivered a strong quarter, driven by the improving commercialization of our full‑stack AI capabilities,” said Eddie Wu, Chief Executive Officer of Alibaba Group. “Alibaba Cloud’s external revenue growth accelerated to 45%, with AI-related product revenue delivering triple-digit growth for the twelfth consecutive quarter. We recently launched frontier language, coding, video, audio, image and music models, all delivering top-tier performance. We introduced QwenWork, an AI workforce agent that unleashes enterprise productivity and capabilities. With our full‑stack AI strategy, we have put Alibaba in a superior position to capture the substantial growth of demand for artificial intelligence and AI compute.”</p>\n<p>Alibaba shares dipped 8.4% to trade at $119.62 on Friday.</p>\n<p>These analysts made changes to their price targets on Alibaba following earnings announcement.</p>\n<ul>\n<li>Baird analyst Colin Sebastian maintained the stock with an Outperform rating and lowered the price target from $164 to $160.</li>\n<li>Barclays analyst Jiong Shao maintained the stock with an Overweight rating and raised the price target from $195 to $200.</li>\n<li>JP Morgan analyst Alex Yao maintained the stock with an Overweight rating and raised the price target from $205 to $210.</li>\n</ul>\n<p><strong>Considering buying BABA stock? Here’s what analysts think:</strong></p>\n<figure><img decoding=\"async\" height=\"306\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-1024x306.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-1024x306.png 1024w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-300x90.png 300w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-768x230.png 768w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617.png 1197w\" width=\"1024\"/></figure>\n<p><em>Photo via Shutterstock</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These Analysts Revise Their Forecasts On Alibaba After Q1 Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese Analysts Revise Their Forecasts On Alibaba After Q1 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-22 03:25</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong><a href=\"https://laohu8.com/S/BABA\">Alibaba Group</a> Holding Ltd.</strong> (NYSE:BABA) reported mixed results for its first quarter on Thursday.</p>\n<p>Alibaba reported fiscal first-quarter 2027 revenue of $39.64 billion, up 9% year over year and above the $38.63 billion analyst estimate. However, adjusted earnings per ADS fell 42% to $1.26, missing expectations of $1.85. Adjusted net income declined 38% to $3.05 billion, while adjusted EBITA fell 30% to $4.03 billion. Net income plunged 75% to $1.54 billion.</p>\n<p>“We delivered a strong quarter, driven by the improving commercialization of our full‑stack AI capabilities,” said Eddie Wu, Chief Executive Officer of Alibaba Group. “Alibaba Cloud’s external revenue growth accelerated to 45%, with AI-related product revenue delivering triple-digit growth for the twelfth consecutive quarter. We recently launched frontier language, coding, video, audio, image and music models, all delivering top-tier performance. We introduced QwenWork, an AI workforce agent that unleashes enterprise productivity and capabilities. With our full‑stack AI strategy, we have put Alibaba in a superior position to capture the substantial growth of demand for artificial intelligence and AI compute.”</p>\n<p>Alibaba shares dipped 8.4% to trade at $119.62 on Friday.</p>\n<p>These analysts made changes to their price targets on Alibaba following earnings announcement.</p>\n<ul>\n<li>Baird analyst Colin Sebastian maintained the stock with an Outperform rating and lowered the price target from $164 to $160.</li>\n<li>Barclays analyst Jiong Shao maintained the stock with an Overweight rating and raised the price target from $195 to $200.</li>\n<li>JP Morgan analyst Alex Yao maintained the stock with an Overweight rating and raised the price target from $205 to $210.</li>\n</ul>\n<p><strong>Considering buying BABA stock? Here’s what analysts think:</strong></p>\n<figure><img decoding=\"async\" height=\"306\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-1024x306.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-1024x306.png 1024w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-300x90.png 300w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617-768x230.png 768w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/21152441/image-617.png 1197w\" width=\"1024\"/></figure>\n<p><em>Photo via Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BABA":"阿里巴巴","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK4554":"元宇宙及AR概念","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BABX":"2倍做多BABA ETF-GraniteShares","BK4585":"ETF&股票定投概念","LU1688375341.USD":"贝莱德中国灵活股票基金","BABW":"Roundhill BABA WeeklyPay ETF","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","BABU":"Direxion Daily BABA Bull 2X ETF","BK4587":"ChatGPT概念","BK4558":"双十一","BABO":"BABA期权收益策略ETF-YieldMax","BABC":"Corgi BABA 2x Daily ETF","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","BK4588":"碎股","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","BBYY":"GraniteShares YieldBOOST BABA ETF","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0072462343.USD":"贝莱德亚洲巨龙基金","BK4503":"景林资产持仓","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","CLIX":"ProShares Long Online/Short Stores ETF","BK4502":"阿里概念","BK4505":"高瓴资本持仓","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4504":"桥水持仓","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","09988":"阿里巴巴-W","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","BK4607":"DeepSeek概念股","BK4220":"综合零售","BK4524":"宅经济概念","BK4527":"明星科技股","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","BK4526":"热门中概股","BK4122":"互联网与直销零售","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","BK4575":"芯片概念","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK4579":"人工智能","BK4614":"Manus概念股","ONLN":"ProShares Online Retail ETF","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1046421795.USD":"富达环球科技A-ACC","BK4543":"AI","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","BK4581":"高盛持仓","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4531":"中概回港概念","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1051768304.USD":"贝莱德新兴市场股票收益A6","KBAB":"2倍做多BABA ETF-KraneShares","BK4534":"瑞士信贷持仓","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","BK4535":"淡马锡持仓","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","DRAG":"中国龙ETF-Roundhill","BK4538":"云计算","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","BK4565":"NFT概念","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4548":"巴美列捷福持仓","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC"},"source_url":"https://www.benzinga.com/news/26/08/61366277/these-analysts-revise-their-forecasts-on-alibaba-after-q1-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2661213292","content_text":"Alibaba Group Holding Ltd. (NYSE:BABA) reported mixed results for its first quarter on Thursday.\nAlibaba reported fiscal first-quarter 2027 revenue of $39.64 billion, up 9% year over year and above the $38.63 billion analyst estimate. However, adjusted earnings per ADS fell 42% to $1.26, missing expectations of $1.85. Adjusted net income declined 38% to $3.05 billion, while adjusted EBITA fell 30% to $4.03 billion. Net income plunged 75% to $1.54 billion.\n“We delivered a strong quarter, driven by the improving commercialization of our full‑stack AI capabilities,” said Eddie Wu, Chief Executive Officer of Alibaba Group. “Alibaba Cloud’s external revenue growth accelerated to 45%, with AI-related product revenue delivering triple-digit growth for the twelfth consecutive quarter. We recently launched frontier language, coding, video, audio, image and music models, all delivering top-tier performance. We introduced QwenWork, an AI workforce agent that unleashes enterprise productivity and capabilities. With our full‑stack AI strategy, we have put Alibaba in a superior position to capture the substantial growth of demand for artificial intelligence and AI compute.”\nAlibaba shares dipped 8.4% to trade at $119.62 on Friday.\nThese analysts made changes to their price targets on Alibaba following earnings announcement.\n\nBaird analyst Colin Sebastian maintained the stock with an Outperform rating and lowered the price target from $164 to $160.\nBarclays analyst Jiong Shao maintained the stock with an Overweight rating and raised the price target from $195 to $200.\nJP Morgan analyst Alex Yao maintained the stock with an Overweight rating and raised the price target from $205 to $210.\n\nConsidering buying BABA stock? Here’s what analysts think:\n\nPhoto via Shutterstock","news_type":1,"symbols_score_info":{"BABO":0.6,"BABU":0.6,"BABX":0.6,"ONLN":0.6,"CLIX":0.6,"KBAB":0.6,"ALBmain":0.6,"BABC":0.6,"BABW":0.6,"BABA":1.98,"09988":1.98,"DRAG":0.6,"BBYY":0.6}},"isVote":1,"tweetType":1,"viewCount":2209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":601399583498688,"gmtCreate":1787863133833,"gmtModify":1787863136784,"author":{"id":"4197350806370832","authorId":"4197350806370832","name":"Moneymaking machine","avatar":"https://community-static.tradeup.com/news/8128955acb6f6deb4833a626b5c13d7f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4197350806370832","idStr":"4197350806370832"},"themes":[],"title":"","htmlText":"So why is the stock falling??&nbsp;","listText":"So why is the stock falling??&nbsp;","text":"So why is the stock falling??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/601399583498688","repostId":"2662038654","repostType":2,"repost":{"id":"2662038654","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1787861203,"share":"https://ttm.financial/m/news/2662038654?lang=en_US&edition=fundamental","pubTime":"2026-08-28 04:06","market":"hk","language":"en","title":"Marvell Tech Q2 Adj. EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2662038654","media":"Benzinga Earnings","summary":"Marvell Tech Q2 Adj. EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate","content":"<html><body>Marvell Tech Q2 Adj. EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate</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>Marvell Tech Q2 Adj. EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate</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\">\nMarvell Tech Q2 Adj. EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-28 04:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body>Marvell Tech Q2 Adj. EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GTEK":"Goldman Sachs Future Tech Leaders Equity ETF","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","FTXL":"First Trust Nasdaq Semiconductor ETF","BK4585":"ETF&股票定投概念","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","DTCR":"Global X Data Center & Digital Infrastructure ETF","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","AIFD":"TCW Artificial Intelligence ETF","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4588":"碎股","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","SMHX":"VanEck Fabless Semiconductor ETF","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU2098885051.SGD":"JPMorgan Funds - 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EPS $0.94 Beats $0.92 Estimate, Sales $2.739B Beat $2.710B Estimate","news_type":1,"symbols_score_info":{"WUGI":0.6,"AIS":0.6,"SOXY":0.6,"MRVX":0.6,"AIFD":0.6,"FDTX":0.6,"MRVU":0.6,"SMHX":0.6,"ARTY":0.6,"FTXL":0.6,"FXL":0.6,"FAI":0.6,"DTCR":0.6,"XNTK":0.6,"GTEK":0.6,"MRVL":1.99,"QQQA":0.6,"MVLL":0.6}},"isVote":1,"tweetType":1,"viewCount":1614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":590871093601320,"gmtCreate":1785252326580,"gmtModify":1785252913013,"author":{"id":"4235649508181162","authorId":"4235649508181162","name":"wig trader","avatar":"https://community-static.tradeup.com/news/cce95fd388d3781c6f60635e31c475df","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4235649508181162","idStr":"4235649508181162"},"themes":[],"title":"","htmlText":"Everyone, I need you to hear this, because this is exactly the time for this 1/7th of the magnificent 7 to show who is the boss, I felt like Tesla was going to be this 2 half years big profeteer and you Mark my words it won't be a bad one to scoop up now or how ever low you can buy it for before all these humanless taxis to come to the companies rescue, that is as long as he can not/and will not&nbsp;fix his space X company's&nbsp;problems and shifting losses with&nbsp; profits from the soon to be 2nd top dog&nbsp; , and the very&nbsp;highest&nbsp;liquidity share volume/number that Tesla will own during late August. but back to the big picture and the one for the record&nbsp;books this year and most probably next also , Amazon, purchase this company's shares for as little as you can manage","listText":"Everyone, I need you to hear this, because this is exactly the time for this 1/7th of the magnificent 7 to show who is the boss, I felt like Tesla was going to be this 2 half years big profeteer and you Mark my words it won't be a bad one to scoop up now or how ever low you can buy it for before all these humanless taxis to come to the companies rescue, that is as long as he can not/and will not&nbsp;fix his space X company's&nbsp;problems and shifting losses with&nbsp; profits from the soon to be 2nd top dog&nbsp; , and the very&nbsp;highest&nbsp;liquidity share volume/number that Tesla will own during late August. but back to the big picture and the one for the record&nbsp;books this year and most probably next also , Amazon, purchase this company's shares for as little as you can manage","text":"Everyone, I need you to hear this, because this is exactly the time for this 1/7th of the magnificent 7 to show who is the boss, I felt like Tesla was going to be this 2 half years big profeteer and you Mark my words it won't be a bad one to scoop up now or how ever low you can buy it for before all these humanless taxis to come to the companies rescue, that is as long as he can not/and will not fix his space X company's problems and shifting losses with profits from the soon to be 2nd top dog , and the very highest liquidity share volume/number that Tesla will own during late August. but back to the big picture and the one for the record books this year and most probably next also , Amazon, purchase this company's shares for as little as you can manage","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/590871093601320","repostId":"2654007083","repostType":2,"repost":{"id":"2654007083","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1785245261,"share":"https://ttm.financial/m/news/2654007083?lang=en_US&edition=fundamental","pubTime":"2026-07-28 21:27","market":"us","language":"en","title":"UPS Says Amazon Glide-Down Is Complete, Boosts 2026 Outlook","url":"https://stock-news.laohu8.com/highlight/detail?id=2654007083","media":"Benzinga Earnings","summary":"UPS stock rises as Q2 2026 earnings beat estimates with $22.8B revenue and $1.76 adj. EPS. Full-year outlook raised. Read the details.","content":"<html><body><p><strong><a href=\"https://laohu8.com/S/UPS\">United Parcel Service</a> Inc. </strong>(NYSE:UPS) stock turned lower on Tuesday after initially rising in premarket trading despite reporting second-quarter 2026 results that topped Wall Street estimates and raising its full-year guidance.</p>\n<p>Adjusted diluted EPS of $1.76 topped the $1.66 estimate, while consolidated revenue rose approximately 7.6% year over year to $22.8 billion, beating the $21.81 billion estimate.</p>\n<p><strong>Carol Tomé</strong>, UPS chief executive officer, credited employees for completing the company’s planned 18-month reduction in <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>-related volume and the associated network overhaul. </p>\n<p>“I want to thank all UPSers for their extraordinary work over the past 18 months as we successfully completed our Amazon glide down and related network reconfiguration initiatives as designed,” <strong>Tomé</strong> said.</p>\n<p>She said the second quarter marked a meaningful improvement in performance, with growth in consolidated revenue and adjusted operating profit, adding that the company entered the second half with solid momentum and raised its full-year guidance for revenue, adjusted operating profit and adjusted diluted EPS.</p>\n<h2>Earnings And Margins</h2>\n<p>GAAP diluted EPS fell to 71 cents from $1.51, while adjusted EPS increased from $1.55. Net income declined to $604 million from $1.28 billion, while adjusted net income rose to $1.50 billion from $1.31 billion.</p>\n<p>GAAP operating profit fell to $930 million from $1.82 billion, with operating margin contracting to 4.1% from 8.6%. </p>\n<p>Adjusted operating profit rose to $2.10 billion from $1.88 billion, while adjusted margin expanded to 9.2% from 8.8%.</p>\n<p>Results included $891 million, or $1.05 per share, in after-tax transformation charges, primarily employee separation costs tied to the completed Driver Choice Program.</p>\n<h2>Segment Performance</h2>\n<p>U.S. Domestic revenue rose 6% to $14.93 billion, driven by a 9.3% increase in revenue per piece. Adjusted operating profit increased 21% to $1.19 billion, with margin improving to 8%. </p>\n<p>Average daily volume fell to 16 million packages from 16.55 million, while adjusted cost per piece rose 8% to $13.09.</p>\n<p>International revenue increased 12.5% to $5.04 billion, while operating profit fell to $623 million. </p>\n<p>Supply Chain Solutions revenue rose 7.8% to $2.86 billion, with operating profit increasing to $291 million.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nUPS Stock Tries To Stabilize After Sharp Drop As Amazon Expands Into Logistics\n</strong>\n</p>\n</div>\n<h2>Cash Flow And Transformation</h2>\n<p>First-half operating cash flow reached $3.08 billion, while free cash flow totaled $1.57 billion.</p>\n<p>UPS completed its Amazon volume glide-down and related network reconfiguration. </p>\n<p>During the earnings conference call, UPS said the company eliminated about 2 million lower-quality Amazon packages per day.</p>\n<p>Transformation initiatives generated about $1.2 billion in first-half benefits, with approximately $3 billion expected for 2026.</p>\n<h2>2026 Outlook</h2>\n<p>UPS raised full-year adjusted EPS guidance to $7.22, above the $7.11 estimate. </p>\n<p>It raised revenue guidance to $91.2 billion from $89.7 billion, above the $90.29 billion estimate, and targeted adjusted operating profit of $8.65 billion. </p>\n<p>Capital expenditures remain about $3 billion, with dividend payments of roughly $5.4 billion and a 23% tax rate expected.</p>\n<h2>UPS Price Action</h2>\n<p><strong>UPS Stock Price Activity:</strong> United Parcel Service shares were down 5.73% at $106.47 during premarket trading on Tuesday, according to Benzinga Pro data.</p>\n<p><em>Photo via Shutterstock</em></p>\n<div>\n<p>\n<strong>\nRead Also:\n\nFedEx Reports Q4 Double Beat, Completes Freight Spin-Off — Stock Falls Anyway\n</strong>\n</p>\n</div></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUPS Says Amazon Glide-Down Is Complete, Boosts 2026 Outlook\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-07-28 21:27</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong><a href=\"https://laohu8.com/S/UPS\">United Parcel Service</a> Inc. </strong>(NYSE:UPS) stock turned lower on Tuesday after initially rising in premarket trading despite reporting second-quarter 2026 results that topped Wall Street estimates and raising its full-year guidance.</p>\n<p>Adjusted diluted EPS of $1.76 topped the $1.66 estimate, while consolidated revenue rose approximately 7.6% year over year to $22.8 billion, beating the $21.81 billion estimate.</p>\n<p><strong>Carol Tomé</strong>, UPS chief executive officer, credited employees for completing the company’s planned 18-month reduction in <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>-related volume and the associated network overhaul. </p>\n<p>“I want to thank all UPSers for their extraordinary work over the past 18 months as we successfully completed our Amazon glide down and related network reconfiguration initiatives as designed,” <strong>Tomé</strong> said.</p>\n<p>She said the second quarter marked a meaningful improvement in performance, with growth in consolidated revenue and adjusted operating profit, adding that the company entered the second half with solid momentum and raised its full-year guidance for revenue, adjusted operating profit and adjusted diluted EPS.</p>\n<h2>Earnings And Margins</h2>\n<p>GAAP diluted EPS fell to 71 cents from $1.51, while adjusted EPS increased from $1.55. Net income declined to $604 million from $1.28 billion, while adjusted net income rose to $1.50 billion from $1.31 billion.</p>\n<p>GAAP operating profit fell to $930 million from $1.82 billion, with operating margin contracting to 4.1% from 8.6%. </p>\n<p>Adjusted operating profit rose to $2.10 billion from $1.88 billion, while adjusted margin expanded to 9.2% from 8.8%.</p>\n<p>Results included $891 million, or $1.05 per share, in after-tax transformation charges, primarily employee separation costs tied to the completed Driver Choice Program.</p>\n<h2>Segment Performance</h2>\n<p>U.S. Domestic revenue rose 6% to $14.93 billion, driven by a 9.3% increase in revenue per piece. Adjusted operating profit increased 21% to $1.19 billion, with margin improving to 8%. </p>\n<p>Average daily volume fell to 16 million packages from 16.55 million, while adjusted cost per piece rose 8% to $13.09.</p>\n<p>International revenue increased 12.5% to $5.04 billion, while operating profit fell to $623 million. </p>\n<p>Supply Chain Solutions revenue rose 7.8% to $2.86 billion, with operating profit increasing to $291 million.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nUPS Stock Tries To Stabilize After Sharp Drop As Amazon Expands Into Logistics\n</strong>\n</p>\n</div>\n<h2>Cash Flow And Transformation</h2>\n<p>First-half operating cash flow reached $3.08 billion, while free cash flow totaled $1.57 billion.</p>\n<p>UPS completed its Amazon volume glide-down and related network reconfiguration. </p>\n<p>During the earnings conference call, UPS said the company eliminated about 2 million lower-quality Amazon packages per day.</p>\n<p>Transformation initiatives generated about $1.2 billion in first-half benefits, with approximately $3 billion expected for 2026.</p>\n<h2>2026 Outlook</h2>\n<p>UPS raised full-year adjusted EPS guidance to $7.22, above the $7.11 estimate. </p>\n<p>It raised revenue guidance to $91.2 billion from $89.7 billion, above the $90.29 billion estimate, and targeted adjusted operating profit of $8.65 billion. </p>\n<p>Capital expenditures remain about $3 billion, with dividend payments of roughly $5.4 billion and a 23% tax rate expected.</p>\n<h2>UPS Price Action</h2>\n<p><strong>UPS Stock Price Activity:</strong> United Parcel Service shares were down 5.73% at $106.47 during premarket trading on Tuesday, according to Benzinga Pro data.</p>\n<p><em>Photo via Shutterstock</em></p>\n<div>\n<p>\n<strong>\nRead Also:\n\nFedEx Reports Q4 Double Beat, Completes Freight Spin-Off — Stock Falls Anyway\n</strong>\n</p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC A","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU0079474960.USD":"联博美国增长基金A","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU2211817866.USD":"Allianz Food Security AT Acc USD","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","ONLN":"ProShares Online Retail ETF","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","ILDR":"First Trust Innovation Leaders ETF","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0310799852.SGD":"FTIF - 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(NYSE:UPS) stock turned lower on Tuesday after initially rising in premarket trading despite reporting second-quarter 2026 results that topped Wall Street estimates and raising its full-year guidance.\nAdjusted diluted EPS of $1.76 topped the $1.66 estimate, while consolidated revenue rose approximately 7.6% year over year to $22.8 billion, beating the $21.81 billion estimate.\nCarol Tomé, UPS chief executive officer, credited employees for completing the company’s planned 18-month reduction in Amazon-related volume and the associated network overhaul. \n“I want to thank all UPSers for their extraordinary work over the past 18 months as we successfully completed our Amazon glide down and related network reconfiguration initiatives as designed,” Tomé said.\nShe said the second quarter marked a meaningful improvement in performance, with growth in consolidated revenue and adjusted operating profit, adding that the company entered the second half with solid momentum and raised its full-year guidance for revenue, adjusted operating profit and adjusted diluted EPS.\nEarnings And Margins\nGAAP diluted EPS fell to 71 cents from $1.51, while adjusted EPS increased from $1.55. Net income declined to $604 million from $1.28 billion, while adjusted net income rose to $1.50 billion from $1.31 billion.\nGAAP operating profit fell to $930 million from $1.82 billion, with operating margin contracting to 4.1% from 8.6%. \nAdjusted operating profit rose to $2.10 billion from $1.88 billion, while adjusted margin expanded to 9.2% from 8.8%.\nResults included $891 million, or $1.05 per share, in after-tax transformation charges, primarily employee separation costs tied to the completed Driver Choice Program.\nSegment Performance\nU.S. Domestic revenue rose 6% to $14.93 billion, driven by a 9.3% increase in revenue per piece. Adjusted operating profit increased 21% to $1.19 billion, with margin improving to 8%. \nAverage daily volume fell to 16 million packages from 16.55 million, while adjusted cost per piece rose 8% to $13.09.\nInternational revenue increased 12.5% to $5.04 billion, while operating profit fell to $623 million. \nSupply Chain Solutions revenue rose 7.8% to $2.86 billion, with operating profit increasing to $291 million.\n\n\n\nRead Also:\n\nUPS Stock Tries To Stabilize After Sharp Drop As Amazon Expands Into Logistics\n\n\n\nCash Flow And Transformation\nFirst-half operating cash flow reached $3.08 billion, while free cash flow totaled $1.57 billion.\nUPS completed its Amazon volume glide-down and related network reconfiguration. \nDuring the earnings conference call, UPS said the company eliminated about 2 million lower-quality Amazon packages per day.\nTransformation initiatives generated about $1.2 billion in first-half benefits, with approximately $3 billion expected for 2026.\n2026 Outlook\nUPS raised full-year adjusted EPS guidance to $7.22, above the $7.11 estimate. \nIt raised revenue guidance to $91.2 billion from $89.7 billion, above the $90.29 billion estimate, and targeted adjusted operating profit of $8.65 billion. \nCapital expenditures remain about $3 billion, with dividend payments of roughly $5.4 billion and a 23% tax rate expected.\nUPS Price Action\nUPS Stock Price Activity: United Parcel Service shares were down 5.73% at $106.47 during premarket trading on Tuesday, according to Benzinga Pro data.\nPhoto via Shutterstock\n\n\n\nRead Also:\n\nFedEx Reports Q4 Double Beat, Completes Freight Spin-Off — Stock Falls Anyway","news_type":1,"symbols_score_info":{"HULL":0.6,"AMZN":1.89,"SHPP":0.6,"AMZP":0.6,"AZYY":0.6,"ONLN":0.6,"RTH":0.6,"USAW.SI":0.6,"UPS":1.98,"AMZW":0.6,"IYT":0.6,"UPSG":0.6,"AMZU":0.6,"AMZY":0.6,"CLIX":0.6,"AMZD":0.6,"SUPL":0.6,"ILDR":0.6,"OGIG":0.6,"AMZZ":0.6,"DOCK":0.6,"WANT":0.6}},"isVote":1,"tweetType":1,"viewCount":3172,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4235649508181162","authorId":"4235649508181162","name":"wig trader","avatar":"https://community-static.tradeup.com/news/cce95fd388d3781c6f60635e31c475df","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4235649508181162","idStr":"4235649508181162"},"content":"when Ur read that you have the monkey 2 virus there is no","text":"when Ur read that you have the monkey 2 virus there is no","html":"when Ur read that you have the monkey 2 virus there is no"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":600238917587696,"gmtCreate":1787584437379,"gmtModify":1787584440157,"author":{"id":"3559859558754319","authorId":"3559859558754319","name":"Bodoh","avatar":"https://static.tigerbbs.com/349218ea2852130ca86ce660b4aa2d59","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559859558754319","idStr":"3559859558754319"},"themes":[],"title":"","htmlText":"Shame. Decades long shame of the finance circus","listText":"Shame. Decades long shame of the finance circus","text":"Shame. Decades long shame of the finance circus","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/600238917587696","repostId":"2661279045","repostType":2,"repost":{"id":"2661279045","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1787576699,"share":"https://ttm.financial/m/news/2661279045?lang=en_US&edition=fundamental","pubTime":"2026-08-24 21:04","market":"us","language":"en","title":"Jim Cramer Pushes Back on Nvidia Skeptics Ahead of Earnings — Dan Ives Says Chip Demand Is Crushing Supply 15-To-1","url":"https://stock-news.laohu8.com/highlight/detail?id=2661279045","media":"Benzinga Earnings","summary":"Ahead of Nvidia Q2 earnings, Jim Cramer slams &#39;cynical&#39; media while Dan Ives sees AI chip demand outstripping supply 15-to-1.","content":"<html><body><p>As <strong><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Corp.</strong> (NASDAQ:NVDA) prepares to report its fiscal second-quarter earnings on Wednesday, market sentiment is splitting between media skepticism and Wall Street bullishness.</p>\n<p>CNBC’s <strong>Jim Cramer</strong> slammed ongoing news coverage for taking a “cynical” stance on the chipmaker’s trajectory, while analyst Dan Ives declared that fundamental AI chip demand continues to outstrip supply by “15 to one.”</p>\n<h2><strong>Cramer Calls Out Media Skepticism</strong></h2>\n<p>Ahead of the highly anticipated report, according to Benzinga Pro, the options market is pricing in a 5.27% implied swing for Nvidia stock, representing approximately $275 billion in market value hanging on the outcome. — https://pro.benzinga.com/</p>\n<p>Despite high expectations, Cramer took to social media to criticize negative headlines, arguing that news outlets fixate on downside risks even as Nvidia earnings grow “ever more important.”</p>\n<p>“The stories about it always stress what could go wrong and is going wrong: political woes, need to make deals that they fund, circular investments; the press makes this so much tougher,” Cramer posted on X. “I wish i could be as cynical and caustic and pessimistic but it doesn’t work for me.”</p>\n<figure><div>\n<blockquote><p dir=\"ltr\" lang=\"en\">Nvidia earnings grow ever more important and the stories about it always stress what could go wrong and is going wrong: political woes, need to make deals that they fund, circular investments; the press makes this so much tougher…but it perceives that as its job…I wish i…</p>— Jim Cramer (@jimcramer) August 24, 2026</blockquote>\n</div></figure>\n<div>\n<p>\n<strong>\nRead Also:\n\nNvidia’s AI Servers Are About to Get Even More Expensive as Rising Memory Costs Push Prices Up More Than 15%: Report\n</strong>\n</p>\n</div>\n<h2><strong>Ives Sees Massive Growth Driven by Unrelenting Demand</strong></h2>\n<p>Appearing on Bloomberg TV, <strong>Dan Ives</strong> echoed a strongly bullish thesis, describing the massive tech CapEx buildout as a “Vegas Strip 1955 type moment.” </p>\n<p>Ives brushed aside concerns regarding circular financing, asserting that corporate adoption remains strong and that the AI revolution is only in its “third inning.” “The reality today, demand supply for chips is upwards of 15-to-1,” Ives stated.</p>\n<p>Commenting on reports that surging memory costs could push prices for Nvidia AI servers up by over 15% for major customers like<strong> Microsoft Corp. </strong>(NASDAQ:MSFT), <strong><a href=\"https://laohu8.com/S/GGLAP\">Alphabet Inc.</a></strong> (NASDAQ:GOOG) (NASDAQ:GOOGL), and <strong><a href=\"https://laohu8.com/S/OCCLL\">Oracle Corp.</a> </strong>(NASDAQ:ORCL), Ives maintained that high prices won’t slow buying: “You cannot take the foot off the gas right now because of the demand cycle.”</p>\n<p>Meanwhile, Wall Street estimates it will report second-quarter earnings of $2.07 per share on revenue of $92.03 billion on Wednesday, Aug. 26, after the market closes.</p>\n<p>The earnings report follows major operational moves by Nvidia, including a $6 billion deal to license startup Poolside’s technology to advance open-weight AI models.</p>\n<h2><strong>How Has NVDA Performed in 2026?</strong></h2>\n<p>NVDA shares rose 15.13% year-to-date, 22.71% over the last year, and 13.12% over the last six months. It closed 0.98% lower at $214.72 per share on Friday, and it was 0.02% higher in premarket trading on Monday.</p>\n<p><strong>Benzinga’s Edge Stock Rankings</strong> indicate that NVDA maintains a strong price trend in the short, long and medium terms, with a good quality score.</p>\n<figure><img decoding=\"async\" height=\"113\" loading=\"lazy\" sizes=\"(max-width: 768px) 100vw, 768px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/24083323/NVDA-EDGE-AUG-24.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/24083323/NVDA-EDGE-AUG-24.png 768w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/24083323/NVDA-EDGE-AUG-24-300x44.png 300w\" width=\"768\"/></figure>\n<div>\n<p>\n<strong>\nRead Also:\n\nNvidia Could Swing $282 Billion In Value After Earnings\n</strong>\n</p>\n</div>\n<p><strong><em>Disclaimer:</em></strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>\n<p><em>Image via Shutterstock</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jim Cramer Pushes Back on Nvidia Skeptics Ahead of Earnings — Dan Ives Says Chip Demand Is Crushing Supply 15-To-1</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; 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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\">\nJim Cramer Pushes Back on Nvidia Skeptics Ahead of Earnings — Dan Ives Says Chip Demand Is Crushing Supply 15-To-1\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-24 21:04</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>As <strong><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> Corp.</strong> (NASDAQ:NVDA) prepares to report its fiscal second-quarter earnings on Wednesday, market sentiment is splitting between media skepticism and Wall Street bullishness.</p>\n<p>CNBC’s <strong>Jim Cramer</strong> slammed ongoing news coverage for taking a “cynical” stance on the chipmaker’s trajectory, while analyst Dan Ives declared that fundamental AI chip demand continues to outstrip supply by “15 to one.”</p>\n<h2><strong>Cramer Calls Out Media Skepticism</strong></h2>\n<p>Ahead of the highly anticipated report, according to Benzinga Pro, the options market is pricing in a 5.27% implied swing for Nvidia stock, representing approximately $275 billion in market value hanging on the outcome. — https://pro.benzinga.com/</p>\n<p>Despite high expectations, Cramer took to social media to criticize negative headlines, arguing that news outlets fixate on downside risks even as Nvidia earnings grow “ever more important.”</p>\n<p>“The stories about it always stress what could go wrong and is going wrong: political woes, need to make deals that they fund, circular investments; the press makes this so much tougher,” Cramer posted on X. “I wish i could be as cynical and caustic and pessimistic but it doesn’t work for me.”</p>\n<figure><div>\n<blockquote><p dir=\"ltr\" lang=\"en\">Nvidia earnings grow ever more important and the stories about it always stress what could go wrong and is going wrong: political woes, need to make deals that they fund, circular investments; the press makes this so much tougher…but it perceives that as its job…I wish i…</p>— Jim Cramer (@jimcramer) August 24, 2026</blockquote>\n</div></figure>\n<div>\n<p>\n<strong>\nRead Also:\n\nNvidia’s AI Servers Are About to Get Even More Expensive as Rising Memory Costs Push Prices Up More Than 15%: Report\n</strong>\n</p>\n</div>\n<h2><strong>Ives Sees Massive Growth Driven by Unrelenting Demand</strong></h2>\n<p>Appearing on Bloomberg TV, <strong>Dan Ives</strong> echoed a strongly bullish thesis, describing the massive tech CapEx buildout as a “Vegas Strip 1955 type moment.” </p>\n<p>Ives brushed aside concerns regarding circular financing, asserting that corporate adoption remains strong and that the AI revolution is only in its “third inning.” “The reality today, demand supply for chips is upwards of 15-to-1,” Ives stated.</p>\n<p>Commenting on reports that surging memory costs could push prices for Nvidia AI servers up by over 15% for major customers like<strong> Microsoft Corp. </strong>(NASDAQ:MSFT), <strong><a href=\"https://laohu8.com/S/GGLAP\">Alphabet Inc.</a></strong> (NASDAQ:GOOG) (NASDAQ:GOOGL), and <strong><a href=\"https://laohu8.com/S/OCCLL\">Oracle Corp.</a> </strong>(NASDAQ:ORCL), Ives maintained that high prices won’t slow buying: “You cannot take the foot off the gas right now because of the demand cycle.”</p>\n<p>Meanwhile, Wall Street estimates it will report second-quarter earnings of $2.07 per share on revenue of $92.03 billion on Wednesday, Aug. 26, after the market closes.</p>\n<p>The earnings report follows major operational moves by Nvidia, including a $6 billion deal to license startup Poolside’s technology to advance open-weight AI models.</p>\n<h2><strong>How Has NVDA Performed in 2026?</strong></h2>\n<p>NVDA shares rose 15.13% year-to-date, 22.71% over the last year, and 13.12% over the last six months. It closed 0.98% lower at $214.72 per share on Friday, and it was 0.02% higher in premarket trading on Monday.</p>\n<p><strong>Benzinga’s Edge Stock Rankings</strong> indicate that NVDA maintains a strong price trend in the short, long and medium terms, with a good quality score.</p>\n<figure><img decoding=\"async\" height=\"113\" loading=\"lazy\" sizes=\"(max-width: 768px) 100vw, 768px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/24083323/NVDA-EDGE-AUG-24.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/24083323/NVDA-EDGE-AUG-24.png 768w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/24083323/NVDA-EDGE-AUG-24-300x44.png 300w\" width=\"768\"/></figure>\n<div>\n<p>\n<strong>\nRead Also:\n\nNvidia Could Swing $282 Billion In Value After Earnings\n</strong>\n</p>\n</div>\n<p><strong><em>Disclaimer:</em></strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>\n<p><em>Image via Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XLK":"高科技指数ETF-SPDR","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4549":"软银资本持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - 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(NASDAQ:NVDA) prepares to report its fiscal second-quarter earnings on Wednesday, market sentiment is splitting between media skepticism and Wall Street bullishness.\nCNBC’s Jim Cramer slammed ongoing news coverage for taking a “cynical” stance on the chipmaker’s trajectory, while analyst Dan Ives declared that fundamental AI chip demand continues to outstrip supply by “15 to one.”\nCramer Calls Out Media Skepticism\nAhead of the highly anticipated report, according to Benzinga Pro, the options market is pricing in a 5.27% implied swing for Nvidia stock, representing approximately $275 billion in market value hanging on the outcome. — https://pro.benzinga.com/\nDespite high expectations, Cramer took to social media to criticize negative headlines, arguing that news outlets fixate on downside risks even as Nvidia earnings grow “ever more important.”\n“The stories about it always stress what could go wrong and is going wrong: political woes, need to make deals that they fund, circular investments; the press makes this so much tougher,” Cramer posted on X. “I wish i could be as cynical and caustic and pessimistic but it doesn’t work for me.”\n\nNvidia earnings grow ever more important and the stories about it always stress what could go wrong and is going wrong: political woes, need to make deals that they fund, circular investments; the press makes this so much tougher…but it perceives that as its job…I wish i…— Jim Cramer (@jimcramer) August 24, 2026\n\n\n\n\nRead Also:\n\nNvidia’s AI Servers Are About to Get Even More Expensive as Rising Memory Costs Push Prices Up More Than 15%: Report\n\n\n\nIves Sees Massive Growth Driven by Unrelenting Demand\nAppearing on Bloomberg TV, Dan Ives echoed a strongly bullish thesis, describing the massive tech CapEx buildout as a “Vegas Strip 1955 type moment.” \nIves brushed aside concerns regarding circular financing, asserting that corporate adoption remains strong and that the AI revolution is only in its “third inning.” “The reality today, demand supply for chips is upwards of 15-to-1,” Ives stated.\nCommenting on reports that surging memory costs could push prices for Nvidia AI servers up by over 15% for major customers like Microsoft Corp. (NASDAQ:MSFT), Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), and Oracle Corp. (NASDAQ:ORCL), Ives maintained that high prices won’t slow buying: “You cannot take the foot off the gas right now because of the demand cycle.”\nMeanwhile, Wall Street estimates it will report second-quarter earnings of $2.07 per share on revenue of $92.03 billion on Wednesday, Aug. 26, after the market closes.\nThe earnings report follows major operational moves by Nvidia, including a $6 billion deal to license startup Poolside’s technology to advance open-weight AI models.\nHow Has NVDA Performed in 2026?\nNVDA shares rose 15.13% year-to-date, 22.71% over the last year, and 13.12% over the last six months. It closed 0.98% lower at $214.72 per share on Friday, and it was 0.02% higher in premarket trading on Monday.\nBenzinga’s Edge Stock Rankings indicate that NVDA maintains a strong price trend in the short, long and medium terms, with a good quality score.\n\n\n\n\nRead Also:\n\nNvidia Could Swing $282 Billion In Value After Earnings\n\n\n\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nImage via Shutterstock","news_type":1,"symbols_score_info":{"TYLG":0.6,"NVDQ":0.6,"NVC":0.6,"NVDD":0.6,"CMAG":0.6,"THMR":0.6,"NVDG":0.6,"NVIW.SI":0.6,"NVDA":1.98,"TTXU":0.6,"ABFL":0.6,"NVDW":0.6,"ESUM":0.6,"SOXY":0.6,"FTEC":0.6,"NVYY":0.6,"SNVDAmain":0.6,"LFGY":0.6,"GAMR":0.6,"NVDB":0.6,"SPTE":0.6,"USD":0.6,"TTEQ":0.6,"VT":0.6,"NVDU":0.6,"FDTX":0.6,"CHPX":0.6,"NVDL":0.6,"NVII":0.6,"EFIV":0.6,"DIPS":0.6,"SMH":0.6,"USXF":0.6,"IETC":0.6,"ILDR":0.6,"07788":0.6,"ANV":0.6,"NVDS":0.6,"METV":0.6,"NVD3.UK":0.6,"NVDS.UK":0.6,"07388":0.6,"IXN":0.6,"SOXX":0.6,"CLSE":0.6,"ESLG":0.6,"VGT":0.6,"AIPI":0.6,"NVDO":0.6,"3NVD.UK":0.6,"XLK":0.6,"NVDY":0.6,"AIFD":0.6,"SNVD.UK":0.6,"NVD2.UK":0.6,"CHAT":0.67,"SNPE":0.6,"ROM":0.6,"SMHX":0.6,"TEK":0.6,"NVD":0.6,"TRFK":0.6,"JGRO":0.6,"2NVD.UK":0.6,"ARTY":0.67,"NULC":0.6,"SHOC":0.6,"NVDX":0.6,"FAI":0.6,"CNEQ":0.6,"SOXQ":0.6,"AGOX":0.6,"WISE":0.6}},"isVote":1,"tweetType":1,"viewCount":2113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":596267621663048,"gmtCreate":1786599818098,"gmtModify":1786602782074,"author":{"id":"4208231113876992","authorId":"4208231113876992","name":"Co0nnie","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4208231113876992","idStr":"4208231113876992"},"themes":[],"title":"","htmlText":"Dde⁷p9⁰⁹p⁰0000⁰ip⁰⁰⁰imoìì⁸the&nbsp;","listText":"Dde⁷p9⁰⁹p⁰0000⁰ip⁰⁰⁰imoìì⁸the&nbsp;","text":"Dde⁷p9⁰⁹p⁰0000⁰ip⁰⁰⁰imoìì⁸the","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/596267621663048","repostId":"2659185131","repostType":4,"repost":{"id":"2659185131","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1786571517,"share":"https://ttm.financial/m/news/2659185131?lang=en_US&edition=fundamental","pubTime":"2026-08-13 05:51","market":"us","language":"en","title":"Boxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2659185131","media":"Benzinga Earnings","summary":"Boxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate","content":"<html><body>Boxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate</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>Boxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBoxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-13 05:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body>Boxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","BOXL":"Boxlight Corp","BK4565":"NFT概念"},"source_url":"https://www.benzinga.com/quote/BOXL","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2659185131","content_text":"Boxlight Q2 EPS $0.34, Sales $25.918M Miss $30.852M Estimate","news_type":1,"symbols_score_info":{"BOXL":0.9}},"isVote":1,"tweetType":1,"viewCount":1192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595774621307128,"gmtCreate":1786479539141,"gmtModify":1786479542054,"author":{"id":"4197350806370832","authorId":"4197350806370832","name":"Moneymaking machine","avatar":"https://community-static.tradeup.com/news/8128955acb6f6deb4833a626b5c13d7f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4197350806370832","idStr":"4197350806370832"},"themes":[],"title":"","htmlText":"SMCI with good earnings and the entire market is happy&nbsp;","listText":"SMCI with good earnings and the entire market is happy&nbsp;","text":"SMCI with good earnings and the entire market is happy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595774621307128","repostId":"2658948113","repostType":2,"repost":{"id":"2658948113","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1786478742,"share":"https://ttm.financial/m/news/2658948113?lang=en_US&edition=fundamental","pubTime":"2026-08-12 04:05","market":"hk","language":"en","title":"Super Micro Computer Q4 Adj. EPS $1.70 Beats $0.62 Estimate, Sales $11.120B Miss $12.332B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2658948113","media":"Benzinga Earnings","summary":"Super Micro Computer (NASDAQ:SMCI) reported quarterly earnings of $1.70 per share which beat the analyst consensus estimate of $0.62 by 174.19 percent. This is a 314.63 percent increase over earnings of $0.41 per share","content":"<html><body>Super Micro Computer (NASDAQ:SMCI) reported quarterly earnings of $1.70 per share which beat the analyst consensus estimate of $0.62 by 174.19 percent. This is a 314.63 percent increase over earnings of $0.41 per share from the same period last year.  The company reported quarterly sales of $11.120 billion which missed the analyst consensus estimate of $12.332 billion by 9.83 percent.  This is a 93.16 percent increase over sales of $5.757 billion the same period last year.</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>Super Micro Computer Q4 Adj. EPS $1.70 Beats $0.62 Estimate, Sales $11.120B Miss $12.332B Estimate</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\">\nSuper Micro Computer Q4 Adj. EPS $1.70 Beats $0.62 Estimate, Sales $11.120B Miss $12.332B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-12 04:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body>Super Micro Computer (NASDAQ:SMCI) reported quarterly earnings of $1.70 per share which beat the analyst consensus estimate of $0.62 by 174.19 percent. This is a 314.63 percent increase over earnings of $0.41 per share from the same period last year.  The company reported quarterly sales of $11.120 billion which missed the analyst consensus estimate of $12.332 billion by 9.83 percent.  This is a 93.16 percent increase over sales of $5.757 billion the same period last year.</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMYY":"GraniteShares YieldBOOST SMCI ETF","SMCX":"2倍做多SMCI ETF-Defiance","SMCI":"超微电脑","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","BK4170":"电脑硬件、储存设备及电脑周边","BK4543":"AI","BK4585":"ETF&股票定投概念","SMCY":"SMCI期权收益策略ETF-YieldMax","SMCZ":"2倍做空SMCI ETF-Defiance","LU1861215975.USD":"贝莱德新一代科技基金 A2","SMCL":"2倍做多SMCI ETF-Graniteshares","BK4588":"碎股","SMCC":"2倍做多SMCI ETF-Corgi","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H"},"source_url":"https://www.benzinga.com/news/earnings/26/08/61125690/super-micro-computer-q4-adj-eps-1-70-beats-0-62-estimate-sales-11-120b-miss-12-332b-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2658948113","content_text":"Super Micro Computer (NASDAQ:SMCI) reported quarterly earnings of $1.70 per share which beat the analyst consensus estimate of $0.62 by 174.19 percent. This is a 314.63 percent increase over earnings of $0.41 per share from the same period last year.  The company reported quarterly sales of $11.120 billion which missed the analyst consensus estimate of $12.332 billion by 9.83 percent.  This is a 93.16 percent increase over sales of $5.757 billion the same period last year.","news_type":1,"symbols_score_info":{"SMCC":0.6,"SMCX":0.6,"SMYY":0.6,"SMCI":1.99,"SMCY":0.6,"SMCL":0.6,"SMCZ":0.6}},"isVote":1,"tweetType":1,"viewCount":2210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":595810429100096,"gmtCreate":1786488301938,"gmtModify":1786488304699,"author":{"id":"4183541272550112","authorId":"4183541272550112","name":"Etel","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4183541272550112","idStr":"4183541272550112"},"themes":[],"title":"","htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595810429100096","repostId":"2658899990","repostType":2,"repost":{"id":"2658899990","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1786449674,"share":"https://ttm.financial/m/news/2658899990?lang=en_US&edition=fundamental","pubTime":"2026-08-11 20:01","market":"us","language":"en","title":"Rocket Lab CEO Won’t Take on Musk and Bezos in Broadband: ‘The Two Most Wealthiest People in the World Are Going After That’","url":"https://stock-news.laohu8.com/highlight/detail?id=2658899990","media":"Benzinga Earnings","summary":"On Monday, Rocket Lab’s Iridium deal targets satellite services, not a Starlink-style broadband battle with Musk and Bezos.","content":"<html><body><p>On Monday, <strong><a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a> Corp. </strong>(NASDAQ:RKLB) CEO <strong>Peter Beck</strong> said the company’s planned $8 billion acquisition of <strong>Iridium Communications Inc.</strong> (NASDAQ:IRDM) is opening a new space-services opportunity — one that largely steers clear of the consumer broadband market dominated by <strong>Space Exploration Technologies Corp</strong> (NASDAQ:SPCX) CEO <strong>Elon Musk’s Starlink</strong> and <strong>Jeff Bezos’ <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com Inc.</strong> (NASDAQ:AMZN) <strong>Leo</strong>.</p>\n<h2><strong>Rocket Lab Is Taking a Different Route From Starlink</strong></h2>\n<p>Speaking during Rocket Lab’s second-quarter earnings call, Beck was asked whether Iridium’s network could eventually be expanded into broadband services.</p>\n<p>His answer was cautious but revealing.</p>\n<p>\"It is the wrong kind of spectrum for broadband,\" Beck said, referring to Iridium’s L-band spectrum. \"I’ve learned to never say never.\"</p>\n<p>Beck then pointed to Musk and Bezos, saying competing in broadband would be a significant challenge because \"the two most wealthiest people in the world are going after that.\"</p>\n<p>Rather than enter the increasingly crowded satellite broadband market, Rocket Lab sees opportunities in areas where Iridium’s spectrum offers different advantages.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nRocket Lab Snags $397 Million Space Force Contract\n</strong>\n</p>\n</div>\n<h2><strong>Iridium Deal Gives Rocket Lab More Than Satellites</strong></h2>\n<p>Rocket Lab announced in June that it agreed to acquire Iridium in a cash-and-stock deal valued at approximately $8 billion. The transaction is expected to close in mid-2027, subject to regulatory and shareholder approvals.</p>\n<p>The acquisition would give Rocket Lab access to Iridium’s 66-satellite constellation, more than 2.5 million subscribers and globally coordinated L-band spectrum.</p>\n<p>Beck described the deal as the missing piece in Rocket Lab’s strategy to control the space value chain — from launching rockets and manufacturing spacecraft to operating satellites and selling services.</p>\n<h2><strong>Rocket Lab Wants IoT, Defense and PNT</strong></h2>\n<p>During the call, Beck also said the company plans to expand Iridium into satellite IoT, direct-to-device connectivity, positioning, navigation and timing, defense, aviation and maritime safety.</p>\n<p>\"We will not simply continue Iridium’s network,\" Beck said. \"We will expand upon it and scale it into untapped markets.\"</p>\n<p>The strategy could also enable Rocket Lab to build and launch its own spacecraft for Iridium, reducing its reliance on external providers.</p>\n<h2><strong>Rocket Lab Q2 Revenue Beats Estimates</strong></h2>\n<p>Rocket Lab reported second-quarter revenue of $234.07 million, topping the consensus estimate of $231.35 million.</p>\n<p>However, the company posted a loss of 8 cents per share, slightly wider than analysts’ expected loss of 7 cents per share. The company ended the quarter with a record backlog of $2.36 billion and approximately $2.13 billion in cash and cash equivalents.</p>\n<p>For the third quarter, Rocket Lab expects revenue between $250 million and $265 million, above analysts’ estimate of $238.53 million. The company also projects an adjusted EBITDA loss of $17 million to $23 million for the quarter.</p>\n<p><strong>Price Action:</strong> Rocket Lab shares closed at $80.04 on Monday, down 2.79% and fell another 9.6% to $72.36 in Tuesday’s premarket trading, according to Benzinga Pro.</p>\n<p><strong>Benzinga Edge</strong> ranks Rocket Lab in the 73rd percentile for Momentum, with the stock showing a negative short- and medium-term price trend but a positive long-term trend.</p>\n<figure><img decoding=\"async\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/11043637/Screenshot-2026-08-11-at-2.02.24%E2%80%AFPM.png\"/></figure>\n<p><strong><em>Disclaimer</em>:</strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>\n<div>\n<p>\n<strong>\nRead Also:\n\nRocket Lab Rebounds as Options Market Points to Volatility After Earnings\n</strong>\n</p>\n</div>\n<p><em>Photo courtesy: Shutterstock</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rocket Lab CEO Won’t Take on Musk and Bezos in Broadband: ‘The Two Most Wealthiest People in the World Are Going After That’</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRocket Lab CEO Won’t Take on Musk and Bezos in Broadband: ‘The Two Most Wealthiest People in the World Are Going After That’\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-11 20:01</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>On Monday, <strong><a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a> Corp. </strong>(NASDAQ:RKLB) CEO <strong>Peter Beck</strong> said the company’s planned $8 billion acquisition of <strong>Iridium Communications Inc.</strong> (NASDAQ:IRDM) is opening a new space-services opportunity — one that largely steers clear of the consumer broadband market dominated by <strong>Space Exploration Technologies Corp</strong> (NASDAQ:SPCX) CEO <strong>Elon Musk’s Starlink</strong> and <strong>Jeff Bezos’ <a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com Inc.</strong> (NASDAQ:AMZN) <strong>Leo</strong>.</p>\n<h2><strong>Rocket Lab Is Taking a Different Route From Starlink</strong></h2>\n<p>Speaking during Rocket Lab’s second-quarter earnings call, Beck was asked whether Iridium’s network could eventually be expanded into broadband services.</p>\n<p>His answer was cautious but revealing.</p>\n<p>\"It is the wrong kind of spectrum for broadband,\" Beck said, referring to Iridium’s L-band spectrum. \"I’ve learned to never say never.\"</p>\n<p>Beck then pointed to Musk and Bezos, saying competing in broadband would be a significant challenge because \"the two most wealthiest people in the world are going after that.\"</p>\n<p>Rather than enter the increasingly crowded satellite broadband market, Rocket Lab sees opportunities in areas where Iridium’s spectrum offers different advantages.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nRocket Lab Snags $397 Million Space Force Contract\n</strong>\n</p>\n</div>\n<h2><strong>Iridium Deal Gives Rocket Lab More Than Satellites</strong></h2>\n<p>Rocket Lab announced in June that it agreed to acquire Iridium in a cash-and-stock deal valued at approximately $8 billion. The transaction is expected to close in mid-2027, subject to regulatory and shareholder approvals.</p>\n<p>The acquisition would give Rocket Lab access to Iridium’s 66-satellite constellation, more than 2.5 million subscribers and globally coordinated L-band spectrum.</p>\n<p>Beck described the deal as the missing piece in Rocket Lab’s strategy to control the space value chain — from launching rockets and manufacturing spacecraft to operating satellites and selling services.</p>\n<h2><strong>Rocket Lab Wants IoT, Defense and PNT</strong></h2>\n<p>During the call, Beck also said the company plans to expand Iridium into satellite IoT, direct-to-device connectivity, positioning, navigation and timing, defense, aviation and maritime safety.</p>\n<p>\"We will not simply continue Iridium’s network,\" Beck said. \"We will expand upon it and scale it into untapped markets.\"</p>\n<p>The strategy could also enable Rocket Lab to build and launch its own spacecraft for Iridium, reducing its reliance on external providers.</p>\n<h2><strong>Rocket Lab Q2 Revenue Beats Estimates</strong></h2>\n<p>Rocket Lab reported second-quarter revenue of $234.07 million, topping the consensus estimate of $231.35 million.</p>\n<p>However, the company posted a loss of 8 cents per share, slightly wider than analysts’ expected loss of 7 cents per share. The company ended the quarter with a record backlog of $2.36 billion and approximately $2.13 billion in cash and cash equivalents.</p>\n<p>For the third quarter, Rocket Lab expects revenue between $250 million and $265 million, above analysts’ estimate of $238.53 million. The company also projects an adjusted EBITDA loss of $17 million to $23 million for the quarter.</p>\n<p><strong>Price Action:</strong> Rocket Lab shares closed at $80.04 on Monday, down 2.79% and fell another 9.6% to $72.36 in Tuesday’s premarket trading, according to Benzinga Pro.</p>\n<p><strong>Benzinga Edge</strong> ranks Rocket Lab in the 73rd percentile for Momentum, with the stock showing a negative short- and medium-term price trend but a positive long-term trend.</p>\n<figure><img decoding=\"async\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/08/11043637/Screenshot-2026-08-11-at-2.02.24%E2%80%AFPM.png\"/></figure>\n<p><strong><em>Disclaimer</em>:</strong><em> This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.</em></p>\n<div>\n<p>\n<strong>\nRead Also:\n\nRocket Lab Rebounds as Options Market Points to Volatility After Earnings\n</strong>\n</p>\n</div>\n<p><em>Photo courtesy: Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4564":"太空概念","FSPC":"First Trust Bloomberg Space Economy ETF","IRDM":"铱星通讯","BK4187":"航天航空与国防","WARP":"VanEck Space ETF","RKLZ":"2倍做空RKLB ETF-Defiance","BK4089":"非传统电信运营商","RKLB":"Rocket Lab USA, Inc.","COWG":"Pacer US Large Cap Cash Cows Growth Leaders ETF","DIPR":"Corgi Space & Satellite Communications ETF","XTL":"SPDR标普电信ETF基金","ROKT":"SPDR S&P Kensho Final Frontiers ETF","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","MARS":"Roundhill Space & Technology ETF","BK4615":"SpaceX概念","ORBX":"Global X Space Tech ETF","BK4585":"ETF&股票定投概念","RKLX":"2倍做多RKLB ETF-Defiance"},"source_url":"https://www.benzinga.com/news/space/26/08/61105080/rocket-lab-ceo-wont-take-on-musk-and-bezos-in-broadband-the-two-most-wealthiest-people-in-the-world-are-going-after-that","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2658899990","content_text":"On Monday, Rocket Lab Corp. (NASDAQ:RKLB) CEO Peter Beck said the company’s planned $8 billion acquisition of Iridium Communications Inc. (NASDAQ:IRDM) is opening a new space-services opportunity — one that largely steers clear of the consumer broadband market dominated by Space Exploration Technologies Corp (NASDAQ:SPCX) CEO Elon Musk’s Starlink and Jeff Bezos’ Amazon.com Inc. (NASDAQ:AMZN) Leo.\nRocket Lab Is Taking a Different Route From Starlink\nSpeaking during Rocket Lab’s second-quarter earnings call, Beck was asked whether Iridium’s network could eventually be expanded into broadband services.\nHis answer was cautious but revealing.\n\"It is the wrong kind of spectrum for broadband,\" Beck said, referring to Iridium’s L-band spectrum. \"I’ve learned to never say never.\"\nBeck then pointed to Musk and Bezos, saying competing in broadband would be a significant challenge because \"the two most wealthiest people in the world are going after that.\"\nRather than enter the increasingly crowded satellite broadband market, Rocket Lab sees opportunities in areas where Iridium’s spectrum offers different advantages.\n\n\n\nRead Also:\n\nRocket Lab Snags $397 Million Space Force Contract\n\n\n\nIridium Deal Gives Rocket Lab More Than Satellites\nRocket Lab announced in June that it agreed to acquire Iridium in a cash-and-stock deal valued at approximately $8 billion. The transaction is expected to close in mid-2027, subject to regulatory and shareholder approvals.\nThe acquisition would give Rocket Lab access to Iridium’s 66-satellite constellation, more than 2.5 million subscribers and globally coordinated L-band spectrum.\nBeck described the deal as the missing piece in Rocket Lab’s strategy to control the space value chain — from launching rockets and manufacturing spacecraft to operating satellites and selling services.\nRocket Lab Wants IoT, Defense and PNT\nDuring the call, Beck also said the company plans to expand Iridium into satellite IoT, direct-to-device connectivity, positioning, navigation and timing, defense, aviation and maritime safety.\n\"We will not simply continue Iridium’s network,\" Beck said. \"We will expand upon it and scale it into untapped markets.\"\nThe strategy could also enable Rocket Lab to build and launch its own spacecraft for Iridium, reducing its reliance on external providers.\nRocket Lab Q2 Revenue Beats Estimates\nRocket Lab reported second-quarter revenue of $234.07 million, topping the consensus estimate of $231.35 million.\nHowever, the company posted a loss of 8 cents per share, slightly wider than analysts’ expected loss of 7 cents per share. The company ended the quarter with a record backlog of $2.36 billion and approximately $2.13 billion in cash and cash equivalents.\nFor the third quarter, Rocket Lab expects revenue between $250 million and $265 million, above analysts’ estimate of $238.53 million. The company also projects an adjusted EBITDA loss of $17 million to $23 million for the quarter.\nPrice Action: Rocket Lab shares closed at $80.04 on Monday, down 2.79% and fell another 9.6% to $72.36 in Tuesday’s premarket trading, according to Benzinga Pro.\nBenzinga Edge ranks Rocket Lab in the 73rd percentile for Momentum, with the stock showing a negative short- and medium-term price trend but a positive long-term trend.\n\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\n\n\n\nRead Also:\n\nRocket Lab Rebounds as Options Market Points to Volatility After Earnings\n\n\n\nPhoto courtesy: Shutterstock","news_type":1,"symbols_score_info":{"ROKT":0.6,"DIPR":0.6,"FSPC":0.6,"RKLX":0.6,"XTL":0.6,"IRDM":1.88,"RKLZ":0.6,"MARS":0.6,"RKLB":1.98,"ORBX":0.6,"WARP":0.6,"COWG":0.6}},"isVote":1,"tweetType":1,"viewCount":1598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":594319746555904,"gmtCreate":1786124262373,"gmtModify":1786124637353,"author":{"id":"4236749108338382","authorId":"4236749108338382","name":"sippinonyak","avatar":"https://community-static.tradeup.com/news/ac77c97f38546d554f64905f1a009a4d","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4236749108338382","idStr":"4236749108338382"},"themes":[],"title":"","htmlText":"HZT!","listText":"HZT!","text":"HZT!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/594319746555904","repostId":"2657664423","repostType":2,"repost":{"id":"2657664423","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1786113435,"share":"https://ttm.financial/m/news/2657664423?lang=en_US&edition=fundamental","pubTime":"2026-08-07 22:37","market":"hk","language":"en","title":"QUICK SPARK: Hertz Short Squeeze is On — Stock Rips After Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2657664423","media":"Benzinga Earnings","summary":"A potential Hertze short squeeze spiked the car rental company&#39;s stock price after strong earnings, with short interest at 73.85% of float.","content":"<html><body><p><strong><a href=\"https://laohu8.com/S/HTZWW\">Hertz Global</a> Holdings</strong> (NASDAQ:HTZ) is surging after earnings as heavy short interest and retail chatter fuel a potential short squeeze in the stock — shares are up roughly 50% over the past two days, with 73.85% of the float sold short based on Benzinga Pro data. </p>\n<p>The car rental stock is also Friday’s top trending ticker on WallStreetBets, per Swaggy Stocks.</p>\n<h2>Short Interest Drives Squeeze Potential</h2>\n<p>Traders have been targeting names like <strong>Avis Budget</strong> <strong>Group</strong> (NASDAQ:CAR) and<strong> <a href=\"https://laohu8.com/S/LCID\">Lucid</a> Group </strong>(NASDAQ:LCID), which are also seeing significant short interest.</p>\n<p>Avis Budget, for example, has short interest well above 50% of its float, drawing attention from squeeze-chasing traders.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nThe <a href=\"https://laohu8.com/S/TTD\">Trade Desk</a> Stock Collapses 80% in 1 Year\n</strong>\n</p>\n</div>\n<p>This clustering of short sellers in travel and auto sectors, including <a href=\"https://laohu8.com/S/HTZ\">Hertz</a>, suggests skepticism around demand strength and capital needs. Elevated short interest in these stocks could lead to rapid covering if any positive catalysts emerge, such as upbeat earnings or macroeconomic data that eases recession fears. </p>\n<h2>HTZ Technical Analysis </h2>\n<p>Hertz is currently showing a mixed technical picture, with the price trading significantly above the 20-day simple moving average (SMA) but well below the longer-term averages like the 50-day and 200-day SMAs. </p>\n<p>This positioning suggests a short-term bullish sentiment, but the longer-term trend remains bearish, indicating potential volatility ahead.</p>\n<p>The RSI is currently at 66.02, which is in neutral territory but close to overbought levels. This suggests that while there is upward momentum, traders should be cautious as a move above 70 could signal a pullback.</p>\n<p>In June, Hertz experienced a death cross when the 50-day SMA crossed below the 200-day SMA. This bearish signal typically indicates a longer-term downtrend, reinforcing the need for caution in the current trading environment.</p>\n<p>Over the past 12 months, Hertz Global Holdings, Inc’s stock has declined by 59.04%, highlighting a significant longer-term downtrend. This performance underscores the challenges the company has faced and suggests that traders should be wary of potential further declines unless a strong reversal signal emerges.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nSpaceX Latest Pentagon Deal Is Bigger Than Half a Year of Rocket Revenue\n</strong>\n</p>\n</div>\n<p><em>Image: Shutterstock</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>QUICK SPARK: Hertz Short Squeeze is On — Stock Rips After Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nQUICK SPARK: Hertz Short Squeeze is On — Stock Rips After Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-07 22:37</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong><a href=\"https://laohu8.com/S/HTZWW\">Hertz Global</a> Holdings</strong> (NASDAQ:HTZ) is surging after earnings as heavy short interest and retail chatter fuel a potential short squeeze in the stock — shares are up roughly 50% over the past two days, with 73.85% of the float sold short based on Benzinga Pro data. </p>\n<p>The car rental stock is also Friday’s top trending ticker on WallStreetBets, per Swaggy Stocks.</p>\n<h2>Short Interest Drives Squeeze Potential</h2>\n<p>Traders have been targeting names like <strong>Avis Budget</strong> <strong>Group</strong> (NASDAQ:CAR) and<strong> <a href=\"https://laohu8.com/S/LCID\">Lucid</a> Group </strong>(NASDAQ:LCID), which are also seeing significant short interest.</p>\n<p>Avis Budget, for example, has short interest well above 50% of its float, drawing attention from squeeze-chasing traders.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nThe <a href=\"https://laohu8.com/S/TTD\">Trade Desk</a> Stock Collapses 80% in 1 Year\n</strong>\n</p>\n</div>\n<p>This clustering of short sellers in travel and auto sectors, including <a href=\"https://laohu8.com/S/HTZ\">Hertz</a>, suggests skepticism around demand strength and capital needs. Elevated short interest in these stocks could lead to rapid covering if any positive catalysts emerge, such as upbeat earnings or macroeconomic data that eases recession fears. </p>\n<h2>HTZ Technical Analysis </h2>\n<p>Hertz is currently showing a mixed technical picture, with the price trading significantly above the 20-day simple moving average (SMA) but well below the longer-term averages like the 50-day and 200-day SMAs. </p>\n<p>This positioning suggests a short-term bullish sentiment, but the longer-term trend remains bearish, indicating potential volatility ahead.</p>\n<p>The RSI is currently at 66.02, which is in neutral territory but close to overbought levels. This suggests that while there is upward momentum, traders should be cautious as a move above 70 could signal a pullback.</p>\n<p>In June, Hertz experienced a death cross when the 50-day SMA crossed below the 200-day SMA. This bearish signal typically indicates a longer-term downtrend, reinforcing the need for caution in the current trading environment.</p>\n<p>Over the past 12 months, Hertz Global Holdings, Inc’s stock has declined by 59.04%, highlighting a significant longer-term downtrend. This performance underscores the challenges the company has faced and suggests that traders should be wary of potential further declines unless a strong reversal signal emerges.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nSpaceX Latest Pentagon Deal Is Bigger Than Half a Year of Rocket Revenue\n</strong>\n</p>\n</div>\n<p><em>Image: Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","BK4217":"自存仓储房地产信托","LCID":"Lucid Group Inc","BK4230":"旅客陆运","SMA":"Smartstop Self Storage REIT Inc","BK4596":"哈里斯概念","LCIZ":"Tradr 2X Short LCID Daily ETF","BK4551":"寇图资本持仓","BK4022":"陆运","CAR":"安飞士","LCDL":"2倍做多LCID ETF-GraniteShares","BK4585":"ETF&股票定投概念","BK4099":"汽车制造商","HTZ":"赫兹租车"},"source_url":"https://www.benzinga.com/trading-ideas/movers/26/08/61042650/hertz-short-squeeze-is-on-stock-rips-after-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2657664423","content_text":"Hertz Global Holdings (NASDAQ:HTZ) is surging after earnings as heavy short interest and retail chatter fuel a potential short squeeze in the stock — shares are up roughly 50% over the past two days, with 73.85% of the float sold short based on Benzinga Pro data. \nThe car rental stock is also Friday’s top trending ticker on WallStreetBets, per Swaggy Stocks.\nShort Interest Drives Squeeze Potential\nTraders have been targeting names like Avis Budget Group (NASDAQ:CAR) and Lucid Group (NASDAQ:LCID), which are also seeing significant short interest.\nAvis Budget, for example, has short interest well above 50% of its float, drawing attention from squeeze-chasing traders.\n\n\n\nRead Also:\n\nThe Trade Desk Stock Collapses 80% in 1 Year\n\n\n\nThis clustering of short sellers in travel and auto sectors, including Hertz, suggests skepticism around demand strength and capital needs. Elevated short interest in these stocks could lead to rapid covering if any positive catalysts emerge, such as upbeat earnings or macroeconomic data that eases recession fears. \nHTZ Technical Analysis \nHertz is currently showing a mixed technical picture, with the price trading significantly above the 20-day simple moving average (SMA) but well below the longer-term averages like the 50-day and 200-day SMAs. \nThis positioning suggests a short-term bullish sentiment, but the longer-term trend remains bearish, indicating potential volatility ahead.\nThe RSI is currently at 66.02, which is in neutral territory but close to overbought levels. This suggests that while there is upward momentum, traders should be cautious as a move above 70 could signal a pullback.\nIn June, Hertz experienced a death cross when the 50-day SMA crossed below the 200-day SMA. This bearish signal typically indicates a longer-term downtrend, reinforcing the need for caution in the current trading environment.\nOver the past 12 months, Hertz Global Holdings, Inc’s stock has declined by 59.04%, highlighting a significant longer-term downtrend. This performance underscores the challenges the company has faced and suggests that traders should be wary of potential further declines unless a strong reversal signal emerges.\n\n\n\nRead Also:\n\nSpaceX Latest Pentagon Deal Is Bigger Than Half a Year of Rocket Revenue\n\n\n\nImage: Shutterstock","news_type":1,"symbols_score_info":{"CAR":1,"SMA":1,"LCID":1,"HTZ":1,"LCIZ":0.6,"LCDL":0.6}},"isVote":1,"tweetType":1,"viewCount":1787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":593350110598008,"gmtCreate":1785887269627,"gmtModify":1785887273006,"author":{"id":"3570187411453325","authorId":"3570187411453325","name":"AlanGoh","avatar":"https://static.tigerbbs.com/de7c3c15ca8d800dc8cfed7fb85ee1b3","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570187411453325","idStr":"3570187411453325"},"themes":[],"title":"","htmlText":"That's insightful! =)&nbsp;","listText":"That's insightful! =)&nbsp;","text":"That's insightful! =)","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593350110598008","repostId":"2656518455","repostType":2,"repost":{"id":"2656518455","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1785849382,"share":"https://ttm.financial/m/news/2656518455?lang=en_US&edition=fundamental","pubTime":"2026-08-04 21:16","market":"us","language":"en","title":"Palantir Says Companies Are Paying to Give Away Their 'Most Important Secrets'","url":"https://stock-news.laohu8.com/highlight/detail?id=2656518455","media":"Benzinga Earnings","summary":"Palantir warns companies may be giving valuable know-how to AI providers. Concerns are driving demand for greater control over enterprise AI.","content":"<html><body><p>As businesses rush to adopt artificial intelligence, <strong><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a></strong> (NASDAQ:PLTR) believes many are making a costly tradeoff: paying AI providers while inadvertently sharing the knowledge that gives them a competitive edge. Speaking after Palantir’s blowout second-quarter earnings, Chief Revenue Officer <strong>Ryan Taylor</strong> argued that companies are increasingly feeding third-party AI platforms not just their data, but also the way they work. </p>\n<p>Every prompt employees write, every workflow they automate and every business process they refine can reveal valuable insights about how a company operates. According to Palantir, that information could become just as valuable as the underlying data itself.</p>\n<h2>Palantir’s Warning: Your Competitive Edge Could Be at Risk</h2>\n<p>Taylor delivered one of the strongest messages from the earnings call when describing what he considers an unfolding trend across corporate America.</p>\n<p>“Companies are paying to give away their most important secrets, the very basis for their competitive advantage, ultimately contributing to the commoditization of their own businesses as their secrets become the training data embedded in the foundations of all future models,” he said.</p>\n<p>Palantir argues the issue goes beyond simply protecting company data. It says businesses also risk exposing the expertise, workflows and decision-making processes that make them unique, making control over that information increasingly important as AI adoption grows.</p>\n<p>That concern is becoming a key selling point for Palantir’s software.</p>\n<p>Taylor said enterprises are increasingly demanding what the company calls “AI sovereignty”—an approach that allows businesses to retain ownership over the data, logic, actions and security behind their AI systems. As he put it, “An organization’s data is its treasure.”</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nPalantir Is Breaking The Rule Of 40—And That May Be The Bigger Story Than AI\n</strong>\n</p>\n</div>\n<h2>Why Palantir Says Companies Are Changing Their Approach</h2>\n<p>Chief Executive Officer <strong>Alex Karp</strong> said businesses are only now beginning to appreciate how much valuable information they may be handing over as they expand their use of AI.</p>\n<p>During the earnings call, Karp argued that the value isn’t limited to the information companies store internally. It also includes the knowledge generated as employees interact with AI systems and refine how work gets done. He said businesses are realizing that this information “is probably more valuable than just the data in my enterprise.”</p>\n<p>Later in the Q&amp;A session, Karp said companies increasingly understand that they are “transferring their data, their prompts, the way they run their business, their expertise, to a third party,” adding that customers now want to better understand how they can keep greater control over that information.</p>\n<h2>Why Investors Should Watch</h2>\n<p>For Palantir, this isn’t just a philosophical argument. The Miami-based company reported 149% year-over-year growth in U.S. commercial revenue during the second quarter, with management arguing that more businesses are embracing its approach to keeping AI systems—and the valuable knowledge they generate—under their own control rather than relying entirely on third-party platforms.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nAlex Karp Says 'Sovereign AI' Is Winning—Palantir Stock Surges 17%\n</strong>\n</p>\n</div>\n<p><em>Image via Shutterstock</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir Says Companies Are Paying to Give Away Their 'Most Important Secrets'</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\">\nPalantir Says Companies Are Paying to Give Away Their 'Most Important Secrets'\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-08-04 21:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>As businesses rush to adopt artificial intelligence, <strong><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a></strong> (NASDAQ:PLTR) believes many are making a costly tradeoff: paying AI providers while inadvertently sharing the knowledge that gives them a competitive edge. Speaking after Palantir’s blowout second-quarter earnings, Chief Revenue Officer <strong>Ryan Taylor</strong> argued that companies are increasingly feeding third-party AI platforms not just their data, but also the way they work. </p>\n<p>Every prompt employees write, every workflow they automate and every business process they refine can reveal valuable insights about how a company operates. According to Palantir, that information could become just as valuable as the underlying data itself.</p>\n<h2>Palantir’s Warning: Your Competitive Edge Could Be at Risk</h2>\n<p>Taylor delivered one of the strongest messages from the earnings call when describing what he considers an unfolding trend across corporate America.</p>\n<p>“Companies are paying to give away their most important secrets, the very basis for their competitive advantage, ultimately contributing to the commoditization of their own businesses as their secrets become the training data embedded in the foundations of all future models,” he said.</p>\n<p>Palantir argues the issue goes beyond simply protecting company data. It says businesses also risk exposing the expertise, workflows and decision-making processes that make them unique, making control over that information increasingly important as AI adoption grows.</p>\n<p>That concern is becoming a key selling point for Palantir’s software.</p>\n<p>Taylor said enterprises are increasingly demanding what the company calls “AI sovereignty”—an approach that allows businesses to retain ownership over the data, logic, actions and security behind their AI systems. As he put it, “An organization’s data is its treasure.”</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nPalantir Is Breaking The Rule Of 40—And That May Be The Bigger Story Than AI\n</strong>\n</p>\n</div>\n<h2>Why Palantir Says Companies Are Changing Their Approach</h2>\n<p>Chief Executive Officer <strong>Alex Karp</strong> said businesses are only now beginning to appreciate how much valuable information they may be handing over as they expand their use of AI.</p>\n<p>During the earnings call, Karp argued that the value isn’t limited to the information companies store internally. It also includes the knowledge generated as employees interact with AI systems and refine how work gets done. He said businesses are realizing that this information “is probably more valuable than just the data in my enterprise.”</p>\n<p>Later in the Q&amp;A session, Karp said companies increasingly understand that they are “transferring their data, their prompts, the way they run their business, their expertise, to a third party,” adding that customers now want to better understand how they can keep greater control over that information.</p>\n<h2>Why Investors Should Watch</h2>\n<p>For Palantir, this isn’t just a philosophical argument. The Miami-based company reported 149% year-over-year growth in U.S. commercial revenue during the second quarter, with management arguing that more businesses are embracing its approach to keeping AI systems—and the valuable knowledge they generate—under their own control rather than relying entirely on third-party platforms.</p>\n<div>\n<p>\n<strong>\nRead Also:\n\nAlex Karp Says 'Sovereign AI' Is Winning—Palantir Stock Surges 17%\n</strong>\n</p>\n</div>\n<p><em>Image via Shutterstock</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTG":"2倍做多PLTR ETF-Leverage Shares","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4585":"ETF&股票定投概念","IGV":"北美软件ETF-iShares","PTIR":"2倍做多PLTR ETF-GraniteShares","PLTD":"1倍做空PLTR ETF-Direxion","PLOO":"2倍上限加速PLTR ETF-Leverage Shares","PLTU":"2倍做多PLTR ETF-Direxion","BK4547":"WSB热门概念","BK4613":"AI应用软件","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","PLTW":"PLTR周配息ETF-Roundhill","SHLD":"Global X Defense Tech ETF","PLTY":"PLTR期权收益策略ETF-YieldMax","EYES":"Corgi Data & Surveillance ETF","BK4588":"碎股","PLTI":"REX PLTR Growth & Income ETF","PLTZ":"2倍做空PLTR ETF-Defiance","GUNZ":"Tuttle Capital Self Defense Index ETF","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","PLTR":"Palantir Technologies Inc.","PLT":"Defiance Leveraged Long Plus Income PLTR ETF","PLTA":"ProShares Ultra PLTR ETF","BK4023":"应用软件","AIPI":"REX AI EQUITY PREMIUM INCOME ETF","PLYY":"GraniteShares YieldBOOST PLTR ETF","BK4543":"AI"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/26/08/60906376/palantir-says-companies-giving-most-important-secrets-away","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2656518455","content_text":"As businesses rush to adopt artificial intelligence, Palantir Technologies Inc. (NASDAQ:PLTR) believes many are making a costly tradeoff: paying AI providers while inadvertently sharing the knowledge that gives them a competitive edge. Speaking after Palantir’s blowout second-quarter earnings, Chief Revenue Officer Ryan Taylor argued that companies are increasingly feeding third-party AI platforms not just their data, but also the way they work. \nEvery prompt employees write, every workflow they automate and every business process they refine can reveal valuable insights about how a company operates. According to Palantir, that information could become just as valuable as the underlying data itself.\nPalantir’s Warning: Your Competitive Edge Could Be at Risk\nTaylor delivered one of the strongest messages from the earnings call when describing what he considers an unfolding trend across corporate America.\n“Companies are paying to give away their most important secrets, the very basis for their competitive advantage, ultimately contributing to the commoditization of their own businesses as their secrets become the training data embedded in the foundations of all future models,” he said.\nPalantir argues the issue goes beyond simply protecting company data. It says businesses also risk exposing the expertise, workflows and decision-making processes that make them unique, making control over that information increasingly important as AI adoption grows.\nThat concern is becoming a key selling point for Palantir’s software.\nTaylor said enterprises are increasingly demanding what the company calls “AI sovereignty”—an approach that allows businesses to retain ownership over the data, logic, actions and security behind their AI systems. As he put it, “An organization’s data is its treasure.”\n\n\n\nRead Also:\n\nPalantir Is Breaking The Rule Of 40—And That May Be The Bigger Story Than AI\n\n\n\nWhy Palantir Says Companies Are Changing Their Approach\nChief Executive Officer Alex Karp said businesses are only now beginning to appreciate how much valuable information they may be handing over as they expand their use of AI.\nDuring the earnings call, Karp argued that the value isn’t limited to the information companies store internally. It also includes the knowledge generated as employees interact with AI systems and refine how work gets done. He said businesses are realizing that this information “is probably more valuable than just the data in my enterprise.”\nLater in the Q&A session, Karp said companies increasingly understand that they are “transferring their data, their prompts, the way they run their business, their expertise, to a third party,” adding that customers now want to better understand how they can keep greater control over that information.\nWhy Investors Should Watch\nFor Palantir, this isn’t just a philosophical argument. The Miami-based company reported 149% year-over-year growth in U.S. commercial revenue during the second quarter, with management arguing that more businesses are embracing its approach to keeping AI systems—and the valuable knowledge they generate—under their own control rather than relying entirely on third-party platforms.\n\n\n\nRead Also:\n\nAlex Karp Says 'Sovereign AI' Is Winning—Palantir Stock Surges 17%\n\n\n\nImage via Shutterstock","news_type":1,"symbols_score_info":{"PLTZ":0.6,"PLTA":0.6,"PLTD":0.6,"PLTI":0.6,"PLTW":0.6,"PTIR":0.6,"PLTY":0.6,"SHLD":0.6,"PLT":0.6,"IGV":0.6,"EYES":0.6,"PLTR":1.98,"GUNZ":0.6,"PLTU":0.6,"PLYY":0.6,"PLTG":0.6,"PLOO":0.6,"AIPI":0.6}},"isVote":1,"tweetType":1,"viewCount":2545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"allBottom":false,"essenBottom":false}