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Alibaba: Ongoing Restructuring Is A Positive, But Not Enough

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23:41","market":"us","language":"en","title":"Alibaba: Ongoing Restructuring Is A Positive, But Not Enough","url":"https://stock-news.laohu8.com/highlight/detail?id=2486277136","media":"Seeking Alpha","summary":"Alibaba's restructuring continues with the formation of the Alibaba E-commerce Business Group, which will be led by Fan Jiang, which looks entirely in line with the company's focus.Despite restructuri","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba&#39;s restructuring continues with the formation of the Alibaba E-commerce Business Group, which will be led by Fan Jiang, which looks entirely in line with the company&#39;s focus.</p></li><li><p>Despite restructuring efforts since last year, though, Alibaba&#39;s financials remain weak, with Q2 FY25 showing minimal revenue growth and declining adjusted EBITA.</p></li><li><p>Market multiples are improving, however, with BABA&#39;s TTM P/E ratio dropping significantly, making the stock potentially more attractive if the trend continues.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e15561be608d1b7c337e68d18231e694\" title=\"Robert Way\" tg-width=\"750\" tg-height=\"500\"/><span>Robert Way</span></p><p>China&#39;s e-commerce giant Alibaba took yet another step forward in the direction of restructuring last week, after appointing a new CEO last year and releasing a new strategy letter earlier this year.</p><p>It has now combined its entire e-commerce division together to form the Alibaba E-commerce Business Group, which brings together the domestic e-commerce segment, Taobao and Tmall Group [TTG] and Alibaba International Digital Commerce Group, along with smaller e-commerce segments. The new segment also has a new CEO.</p><h2 id=\"id_4239748795\">What Jiang&#39;s new role says</h2><p>It will be headed by Fan Jiang, who was earlier the CEO of the fast-growing international e-commerce segment. The segment saw a robust 31% year-on-year (YoY) increase in revenues in the first six months of its current financial year (H1 FY25, year ending March 2025). The 39-year-old is a computer scientist by training. He had earlier founded Umeng, which provided solutions for mobile app analytics, which was later acquired by Alibaba.</p><p>His background is important to the extent that it ties in with the exact focus areas of the company right now. Here&#39;s how.</p><ul style=\"\"><li><p><strong>Doubling down on tech:</strong> This latest appointment follows Eddie Yongming Wu being named the CEO of the company last year. Wu&#39;s promotion coincided with Alibaba&#39;s renewed focus on tech at a time of “brand-new opportunities from the ongoing AI technological transformation” as per a company release from the time. Wu had worked as a CTO earlier and going by Jiang&#39;s bio, the company continues to focus on leadership with a tech background.</p></li><li><p><strong>Getting entrepreneurial: </strong>His entrepreneurial background is likely beneficial as well. In a strategy update letter earlier this year, Wu said, &#34;For the next ten years, we see ourselves again as a start-up defined by entrepreneurship, innovation, and our mission “to make it easy to do business anywhere.”&#34;.</p></li><li><p><strong>Millennials in focus: </strong>Finally, it&#39;s also in line with the focus on promoting millennials like the Jian to prominent positions, which may well be explained by the segment&#39;s contribution to e-commerce in China. As the chart below shows, customers in the age range of 25-44, which essentially represents millennials, account for the biggest proportion of online spending across categories.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7f632f16fdd38543e19fdb3fe8c3a05b\" title=\"Source: ecommerceDB\" tg-width=\"640\" tg-height=\"388\"/><span>Source: ecommerceDB</span></p><h2 id=\"id_2840504443\">Underwhelming results</h2><p>The impact of the ongoing restructuring on the company&#39;s financials appears to be a thing of the future, though. For now, Alibaba continues to show underwhelming financials, as seen in its recent Q2 FY25 results. The key financial developments are as follows:</p><ul style=\"\"><li><p>Revenue growth remained almost at the same level at 5% YoY in Q2 2025 compared to 4% YoY in Q1 FY25.</p></li><li><p>The adjusted EBITA contraction worsened to 5% YoY compared to a 1% YoY decline in Q1 FY25. The company ascribes this to &#34;the increase in investments in our e-commerce businesses&#34;.</p></li><li><p>But TTG&#39;s performance still lags behind, with just 1% YoY revenue growth and a 5% YoY decline in adjusted EBITA levels. The international e-commerce division did much better, with a 29% YoY revenue growth, though it remains loss making. In fact, its adjusted EBITA losses ballooned by a massive 657% YoY.</p></li><li><p>The cloud services segment remained the bright spot, with a 7% YoY revenue increase and 89% YoY increase in adjusted EBITA. But its contribution is small, at 12.5% for revenues and an even smaller 6.6% for adjusted EBITA during the quarter, which explains its limited effect on Alibaba&#39;s overall financials.</p></li><li><p>The company&#39;s adjusted net income also saw a 9% YoY decline, even as the GAAP net income showed a robust increase (see table below) largely due to gains on equity investments.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a6cfa428f325815310308c9089af57eb\" title=\"Source: Alibaba\" tg-width=\"640\" tg-height=\"410\"/><span>Source: Alibaba</span></p><h2 id=\"id_3075854788\">Market multiples are improving</h2><p>Despite the muted performance, though, there&#39;s something to be said for the market multiples. First, the stock&#39;s trailing twelve months [TTM] GAAP price-to-earnings (P/E) ratio at 16.85x, is much lower than the 26.4x it was at the last I checked. While it remains much higher compared with Temu owner PDD Holdings (PDD) and JD.com (JD) at 9.54x and 10.85x respectively, the gap has reduced in the past month.</p><p>Moreover, the difference between BABA&#39;s and its peers&#39; multiples is far smaller when considering the forward non-GAAP P/E. BABA is at 9.46x compared to PDD at 8.7x and JD at 8.9x. With a decline of over 13% in BABA&#39;s stock price in the past month alone, it could look much better placed soon enough if the trend continues.</p><p>On the other hand, though, its continued share buybacks could provide some lift for the price as well. I&#39;m not holding my breath, though. In Q2 FY25, it bought back shares worth USD 4.1 billion, which is around 2.2% of its current market capitalization. And while BABA rose by 36% during the quarter, it&#39;s doubtful whether this is down to the share buyback. The rise coincided with the stimulus from the People&#39;s Bank of China in late September after staying relatively flat through much of the quarter.</p><h2 id=\"id_2042167502\">What next?</h2><p>Essentially, now is a good time to watch how the BABA stock story develops. There are two potential catalysts for it going forward. The first, of course, is just its price, which is beginning to get to more attractive levels. If it continues to decline, it can become more attractive compared to peers, flipping it into a stock to buy.</p><p>The second is the potential indicated by the company&#39;s restructuring exercise. Even though Alibaba&#39;s financials continue to remain relatively soft, the company&#39;s dogged efforts to breathe life back into its massive but sagging domestic e-commerce segment are noteworthy. The recent appointment of Jiang to head up the newly consolidated e-commerce segment can even be seen as a reflection of its clarity in focus on tech, an entrepreneurial spirit and its target customer segment.</p><p>For now, though, the critical driving factor for BABA is the recent earnings report, since whose release the stock is down by 8%. Even if the sluggish revenue growth were explained by the state of the Chinese consumer market right now, the contraction in profits is hard to get past. I&#39;m retaining a Hold rating on BABA.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","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>Alibaba: Ongoing Restructuring Is A Positive, But Not Enough</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\">\nAlibaba: Ongoing Restructuring Is A Positive, But Not Enough\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-25 23:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4739995-alibaba-ongoing-restructuring-is-a-positive-but-not-enough><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba's restructuring continues with the formation of the Alibaba E-commerce Business Group, which will be led by Fan Jiang, which looks entirely in line with the company's focus.Despite ...</p>\n\n<a href=\"https://seekingalpha.com/article/4739995-alibaba-ongoing-restructuring-is-a-positive-but-not-enough\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999002828.SGD":"Eastspring Investments Unit Trusts - 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Emerging Markets Opportunities A (acc) SGD-H","BK4505":"高瓴资本持仓","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0048580855.USD":"富达大中华区A","BK4565":"NFT概念","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","BK4554":"元宇宙及AR概念"},"source_url":"https://seekingalpha.com/article/4739995-alibaba-ongoing-restructuring-is-a-positive-but-not-enough","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2486277136","content_text":"Alibaba's restructuring continues with the formation of the Alibaba E-commerce Business Group, which will be led by Fan Jiang, which looks entirely in line with the company's focus.Despite restructuring efforts since last year, though, Alibaba's financials remain weak, with Q2 FY25 showing minimal revenue growth and declining adjusted EBITA.Market multiples are improving, however, with BABA's TTM P/E ratio dropping significantly, making the stock potentially more attractive if the trend continues.Robert WayChina's e-commerce giant Alibaba took yet another step forward in the direction of restructuring last week, after appointing a new CEO last year and releasing a new strategy letter earlier this year.It has now combined its entire e-commerce division together to form the Alibaba E-commerce Business Group, which brings together the domestic e-commerce segment, Taobao and Tmall Group [TTG] and Alibaba International Digital Commerce Group, along with smaller e-commerce segments. The new segment also has a new CEO.What Jiang's new role saysIt will be headed by Fan Jiang, who was earlier the CEO of the fast-growing international e-commerce segment. The segment saw a robust 31% year-on-year (YoY) increase in revenues in the first six months of its current financial year (H1 FY25, year ending March 2025). The 39-year-old is a computer scientist by training. He had earlier founded Umeng, which provided solutions for mobile app analytics, which was later acquired by Alibaba.His background is important to the extent that it ties in with the exact focus areas of the company right now. Here's how.Doubling down on tech: This latest appointment follows Eddie Yongming Wu being named the CEO of the company last year. Wu's promotion coincided with Alibaba's renewed focus on tech at a time of “brand-new opportunities from the ongoing AI technological transformation” as per a company release from the time. Wu had worked as a CTO earlier and going by Jiang's bio, the company continues to focus on leadership with a tech background.Getting entrepreneurial: His entrepreneurial background is likely beneficial as well. In a strategy update letter earlier this year, Wu said, \"For the next ten years, we see ourselves again as a start-up defined by entrepreneurship, innovation, and our mission “to make it easy to do business anywhere.”\".Millennials in focus: Finally, it's also in line with the focus on promoting millennials like the Jian to prominent positions, which may well be explained by the segment's contribution to e-commerce in China. As the chart below shows, customers in the age range of 25-44, which essentially represents millennials, account for the biggest proportion of online spending across categories.Source: ecommerceDBUnderwhelming resultsThe impact of the ongoing restructuring on the company's financials appears to be a thing of the future, though. For now, Alibaba continues to show underwhelming financials, as seen in its recent Q2 FY25 results. The key financial developments are as follows:Revenue growth remained almost at the same level at 5% YoY in Q2 2025 compared to 4% YoY in Q1 FY25.The adjusted EBITA contraction worsened to 5% YoY compared to a 1% YoY decline in Q1 FY25. The company ascribes this to \"the increase in investments in our e-commerce businesses\".But TTG's performance still lags behind, with just 1% YoY revenue growth and a 5% YoY decline in adjusted EBITA levels. The international e-commerce division did much better, with a 29% YoY revenue growth, though it remains loss making. In fact, its adjusted EBITA losses ballooned by a massive 657% YoY.The cloud services segment remained the bright spot, with a 7% YoY revenue increase and 89% YoY increase in adjusted EBITA. But its contribution is small, at 12.5% for revenues and an even smaller 6.6% for adjusted EBITA during the quarter, which explains its limited effect on Alibaba's overall financials.The company's adjusted net income also saw a 9% YoY decline, even as the GAAP net income showed a robust increase (see table below) largely due to gains on equity investments.Source: AlibabaMarket multiples are improvingDespite the muted performance, though, there's something to be said for the market multiples. First, the stock's trailing twelve months [TTM] GAAP price-to-earnings (P/E) ratio at 16.85x, is much lower than the 26.4x it was at the last I checked. While it remains much higher compared with Temu owner PDD Holdings (PDD) and JD.com (JD) at 9.54x and 10.85x respectively, the gap has reduced in the past month.Moreover, the difference between BABA's and its peers' multiples is far smaller when considering the forward non-GAAP P/E. BABA is at 9.46x compared to PDD at 8.7x and JD at 8.9x. With a decline of over 13% in BABA's stock price in the past month alone, it could look much better placed soon enough if the trend continues.On the other hand, though, its continued share buybacks could provide some lift for the price as well. I'm not holding my breath, though. In Q2 FY25, it bought back shares worth USD 4.1 billion, which is around 2.2% of its current market capitalization. And while BABA rose by 36% during the quarter, it's doubtful whether this is down to the share buyback. The rise coincided with the stimulus from the People's Bank of China in late September after staying relatively flat through much of the quarter.What next?Essentially, now is a good time to watch how the BABA stock story develops. There are two potential catalysts for it going forward. The first, of course, is just its price, which is beginning to get to more attractive levels. If it continues to decline, it can become more attractive compared to peers, flipping it into a stock to buy.The second is the potential indicated by the company's restructuring exercise. Even though Alibaba's financials continue to remain relatively soft, the company's dogged efforts to breathe life back into its massive but sagging domestic e-commerce segment are noteworthy. The recent appointment of Jiang to head up the newly consolidated e-commerce segment can even be seen as a reflection of its clarity in focus on tech, an entrepreneurial spirit and its target customer segment.For now, though, the critical driving factor for BABA is the recent earnings report, since whose release the stock is down by 8%. Even if the sluggish revenue growth were explained by the state of the Chinese consumer market right now, the contraction in profits is hard to get past. I'm retaining a Hold rating on BABA.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374909892219232,"gmtCreate":1732572498542,"gmtModify":1732572502125,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374909892219232","repostId":"2486031358","repostType":2,"repost":{"id":"2486031358","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1732551471,"share":"https://ttm.financial/m/news/2486031358?lang=&edition=fundamental","pubTime":"2024-11-26 00:17","market":"us","language":"en","title":"Intel Rises 3% as It Expects Reduced U.S. Grant After Winning Defense Contract","url":"https://stock-news.laohu8.com/highlight/detail?id=2486031358","media":"Reuters","summary":"Nov 25  - Intel expects a small reduction from the $8.5 billion preliminary U.S. subsidies planned for the chipmaker, according to a person familiar with the matter.The $8.5 billion in direct grants were part of a larger package of loan guarantees, tax incentives and other measures announced in March.But in September, Intel also won a $3 billion contract with the U.S. Department of Defense. The funding for that contract ended up coming from the $39 billion that U.S. lawmakers allocated for chip ","content":"<html><head></head><body><p>Nov 25 (Reuters) - Intel expects a small reduction from the $8.5 billion preliminary U.S. subsidies planned for the chipmaker, according to a person familiar with the matter.</p><p>The $8.5 billion in direct grants were part of a larger package of loan guarantees, tax incentives and other measures announced in March.</p><p>But in September, Intel also won a $3 billion contract with the U.S. Department of Defense. The funding for that contract ended up coming from the $39 billion that U.S. lawmakers allocated for chip subsidies rather than the Pentagon&#39;s budget, which led to a reduction in Intel&#39;s direct grant award, the person said.</p><p>Shares of Intel rose 3.55% in midday trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e5860e683950391e8d4fc02c23bf9fb7\" tg-width=\"745\" tg-height=\"612\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Rises 3% as It Expects Reduced U.S. Grant After Winning Defense Contract</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\">\nIntel Rises 3% as It Expects Reduced U.S. Grant After Winning Defense Contract\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-11-26 00:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nov 25 (Reuters) - Intel expects a small reduction from the $8.5 billion preliminary U.S. subsidies planned for the chipmaker, according to a person familiar with the matter.</p><p>The $8.5 billion in direct grants were part of a larger package of loan guarantees, tax incentives and other measures announced in March.</p><p>But in September, Intel also won a $3 billion contract with the U.S. Department of Defense. The funding for that contract ended up coming from the $39 billion that U.S. lawmakers allocated for chip subsidies rather than the Pentagon&#39;s budget, which led to a reduction in Intel&#39;s direct grant award, the person said.</p><p>Shares of Intel rose 3.55% in midday trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e5860e683950391e8d4fc02c23bf9fb7\" tg-width=\"745\" tg-height=\"612\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4585":"ETF&股票定投概念","BK4550":"红杉资本持仓","BK4529":"IDC概念","BK4579":"人工智能","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4141":"半导体产品","BK4512":"苹果概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4554":"元宇宙及AR概念","BK4575":"芯片概念","BK4588":"碎股","BK4515":"5G概念","BK4535":"淡马锡持仓","INTC":"英特尔","BK4527":"明星科技股"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2486031358","content_text":"Nov 25 (Reuters) - Intel expects a small reduction from the $8.5 billion preliminary U.S. subsidies planned for the chipmaker, according to a person familiar with the matter.The $8.5 billion in direct grants were part of a larger package of loan guarantees, tax incentives and other measures announced in March.But in September, Intel also won a $3 billion contract with the U.S. Department of Defense. The funding for that contract ended up coming from the $39 billion that U.S. lawmakers allocated for chip subsidies rather than the Pentagon's budget, which led to a reduction in Intel's direct grant award, the person said.Shares of Intel rose 3.55% in midday trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374703088632056,"gmtCreate":1732489608043,"gmtModify":1732489609912,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374703088632056","repostId":"2485207198","repostType":2,"repost":{"id":"2485207198","kind":"highlight","pubTimestamp":1732424555,"share":"https://ttm.financial/m/news/2485207198?lang=&edition=fundamental","pubTime":"2024-11-24 13:02","market":"nz","language":"en","title":"BABA: Disappointing Stimulus, Slower Growth, And Geopolitical Tensions Making The Stock Cheap","url":"https://stock-news.laohu8.com/highlight/detail?id=2485207198","media":"seekingalpha","summary":"Alibaba is undervalued, with geopolitical concerns and a slowdown in their core TTG segment justifying some discounting; a Buy rating is warranted.Management is actively investing in the business and ","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba is undervalued, with geopolitical concerns and a slowdown in their core TTG segment justifying some discounting; a Buy rating is warranted.</p></li><li><p>Management is actively investing in the business and repurchasing shares, with a focus on improving user experience and maintaining market share leadership.</p></li><li><p>Despite challenges, BABA&#39;s cloud segment showed impressive growth in Adj. EBITA, and their diversified investments are expected to yield long-term benefits.</p></li><li><p>Risks include debt for share repurchases, declining FCF, competitive pressures, and geopolitical uncertainty, but the current valuation offers a compelling risk-reward ratio.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/518c74f47e5727cc2c3f4193739c167f\" tg-width=\"750\" tg-height=\"500\"/></p><p></p><p>Alibaba (NYSE:BABA) is a company that is significantly undervalued, and some of this discounting is warranted due to geopolitical concerns and a slowdown in their core TTG segment. However, management is actively investing in their business and repurchasing shares in droves. I believe a Buy rating is warranted for BABA, and the only reason I do not have a Strong Buy rating is due to geopolitical uncertainty.</p><p>BABA has been written about extensively (I believe it has a cult stock following by value investors). Technically, the Cayman Islands structure facilitates a Variable Interest Entity (VIE) arrangement, which allows Alibaba to comply with Chinese regulations prohibiting foreign ownership of certain internet and technology businesses while still raising capital from international investors. If you do decide to make an investment in BABA, you should be aware of this scenario.</p><h2 id=\"id_1535804812\">Company / Segment Overview</h2><p>BABA is one of the “crown jewels” of China’s tech industry. It has 7 reporting units that I will briefly touch on. First, there is the Taboao and Tmall Group/TTG. This segment consists of all their e-commerce operations and generates most of the company’s revenue and adj. EBITA. Tmall is their B2C operations and Taobao is their C2C operations. The revenue model for TTG is that BABA provides the ecommerce platform where merchants of all sizes can come and sell their products to the domestic Chinese population. BABA charges fixed fees to merchants and recently implemented a 0.6% take rate fee on all Gross Merchandise Volume that is sold on their platforms.</p><p>Next, we have BABA’s Cloud Intelligence Group. This consists of BABA’s cloud infrastructure and AI and machine learning solutions. This segment also includes SaaS offerings to help with content delivery and cyber security. This segment has underperformed investors expectations for reasons we will get into later. This is one way how BABA has tried to diversify their business model away from being a pureplay Chinese ecommerce business.</p><p>The third segment is Alibaba’s International and Digital Commerce Group/AIDC. This is BABA’s international ecommerce offering. BABA has been focusing on expanding their offerings in Southeast Asia, the Middle East and Europe. BABA’s international approach is slightly different compared to PDD whose international business has been targeting the US market, avoiding tariffs by exploiting loopholes.</p><p>The fourth segment is their Cainiao Smart Logistics segment. This segment includes the entire logistical operation of their various business segments. They also offer international logistic operations for other companies who require these services. While the financial performance may seem small compared to the other segments, Cainiao is extremely important to customer and merchant satisfaction and keeps the engine of BABA going.</p><p>The fifth, sixth and seventh group are Local Services, Digital Media and Entertainment Group, and a catch-all “Other” group.</p><h2 id=\"id_2142397292\">What Happened in Q2 2025</h2><p>On November 15, 2024, BABA reported earnings for Q2 2025, and the market was not pleased with what it saw.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3195959ac07d44af37a3ac1c2c7d42c8\" tg-width=\"640\" tg-height=\"232\"/></p><p></p><p>The company missed on the topline by $500M, but beat on the bottom line, mainly due to the share repurchase program we will discuss in depth later.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f81f2dc6bd305ecdab235b4de26ea5bd\" alt=\"BABA Investor Presentation Data\" title=\"BABA Investor Presentation Data\" tg-width=\"640\" tg-height=\"286\"/><span>BABA Investor Presentation Data</span></p><p></p><p>As we can see in the above results, revenue only went up 1% in the TTG segment while adj. EBITA decreased 5% YoY. While the adj. EBITA margin for TTG is at 45%, the market is focusing on the 5% decrease. To be fair, BABA has been losing domestic market share to competitors like PDD and JD. This is forcing BABA to invest in their platforms, and may result in a merchant subsidy war with these competitors, if it hasn’t begun already. However, to have a 5% contraction in adj. EBITA while the Chinese economy is going through a property blowup, along with a disappointing stimulus response from the government, I find the TTG segment still quite impressive. While I do think we should temper growth expectations going forward, BABA’s TTG is still a phenomenal business.</p><p>The cloud segment had a 7% increase in revenue, but adj. EBITA had a whopping 89% increase. I find these numbers impressive because this growth was achieved while the U.S. government has been deliberately suppressing China’s access to advanced chips which are critical to AI development.</p><p>Some analysts have commented on how the revenue growth in cloud has been disappointing for BABA. I think these analysts are missing the nuance of this segment. Originally BABA was focusing on non-public cloud revenue projects. These projects were low margin, but were the main composition of revenue in this segment. Recently, BABA decided to transition the focus in cloud to higher margin public cloud products. This transition to public cloud products, while simultaneously weaning off the non-public business makes the revenue growth number look artificially lower than it should be. I advise investors to keep track of the growth in profitability in this segment. Again, an 89% jump in Adj. EBITA shows management was correct in pivoting. Management even spelled this out for us in their presentation.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/714077fe6647931e6065425d358f5d17\" alt=\"BABA Investor Presentation Data\" title=\"BABA Investor Presentation Data\" tg-width=\"640\" tg-height=\"213\"/><span>BABA Investor Presentation Data</span></p><p></p><p>While the adj. EBITA margin for this segment was 9%, the investments in cloud infrastructure will help them achieve scale and cost efficiencies, expanding margins in this business over time.</p><p>Management also highlighted how AI related product revenue has been growing by triple digits for the 5th Q in a row! I believe management has done extremely well pivoting their focus in cloud while managing their limited access to cutting-edge chips.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1df2d6b9597da1bed18554a6eba1f312\" alt=\"BABA Investor Presentation Data\" title=\"BABA Investor Presentation Data\" tg-width=\"640\" tg-height=\"170\"/><span>BABA Investor Presentation Data</span></p><p></p><p>Some analysts have also stated how they are concerned that BABA’s cloud growth is slower than stalwarts like AMZN and MSFT. While it is true these companies have a bigger and faster growing cloud business, none of them are going to be able to have the penetration into the Chinese economy as homegrown Chinese companies do. As China is likely to become more protectionist in key industries like AI (just as the United States is) BABA is likely to be an AI provider of choice for China, with increasing market share over time. To not be exposed to one of the most dominant ecommerce platforms in the world in the second-largest economy at the current price is foolish, and patient investors are likely to be rewarded.</p><p>Like other analysts, I am disappointed in the decline of profitability in the AIDC segment. Even though revenues grew 29%, Adj. EBITA dropped 657%!</p><p>Management stated that the reason for the massive decline in profitability is due to the investments in their cross border platform, improving delivery times and expanding the supplier base. I am concerned if BABA is getting into a subsidy price war with competition like PDD and JD. While I like BABA’s focus on Southeast Asia, the Middle-East and Europe, this segment’s profitability must be watched. If margins deteriorate further, the gains in revenue won’t mean much to shareholders.</p><p>Another bright spot in the Q that surprised me was the 85% increase in adj. EBITA in their local services group which consists of Ele.me (domestic delivery services with a focus on food and groceries). The investments in scale for their delivery services have begun to result in cost efficiencies. Even though Adj. EBITA was negative in the Q, Local Services should be profitable to Adj. EBITA in the next Q and beyond.</p><p>When you consolidate their results, BABA grew revenue by 5% but adj. EBITA declined 5%. I want to reiterate that this Q&#39;s performance was accomplished as the Chinese economy is still dealing with the property blowup, the disappointing Chinese government stimulus, and their cloud business being impacted by sanctions. All things considered I think the Q was satisfactory.</p><h2 id=\"id_2596798333\">What Was Said on the Call</h2><p>Management gave some important feedback to analysts on the call that investors should be aware of.</p><p>As stated before, BABA implemented a 0.6% GMV fee for transactions across all their services. However, this began on Sept 1, 2024, therefore the next Q is going to be the first Q where this fee will be fully reflected in the financial results.</p><p>However, management also stated that they are offering rebates to SMEs using their platforms, and they canceled annual Tmall fees, so this could be a net negative effect in the short term. This confirms that BABA is subsidizing merchants on their platform. Management also stated, &#34;E-commerce competition remains intense, and we&#39;ll continue to invest in core user groups and product categories, increase investment in new users, and improve user retention&#34;.</p><p>Management also explained where they are focusing on their investment initiatives by investing in a diversified and cost-effective supply, improvement in user experience by improving aftersales service and logistic experience and the front-end UX. I believe these are appropriate investments and should help BABA to maintain market share leadership and stickiness of their platform. BABA still has over 46M 88VIP members, a double-digit increase YoY.</p><p>The CEO stated that we could essentially consider that TTG is investing in another growth stage. I want to focus on this statement quickly. BABA, which is undoubtedly the leader of ecommerce in China today, is still focused on investing and growing their business. History has given examples of how companies get large and become complacent (to be fair, BABA did get a little complacent in the past). But this management team is focused on growing their core business, focusing investment on the user experience. I think the management team is one thing that separates BABA apart from the competition.</p><p>In the Q, BABA repurchased 6% of the float YoY. They detail how they bought 30B RMB/4.1B USD in the Q. That is a reduction of 2% in the ADS float in one Q, 4.4% for the 1H! They also explained that they are being strategic, looking at technicals when purchasing these shares. They are trying to maximize this program and will likely keep a floor under the stock since they have over $22B left in the repurchase program.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0b4aad1b9cf03ee4d827d2b1aa5879a5\" alt=\"BABA Investor Presentation Data\" title=\"BABA Investor Presentation Data\" tg-width=\"640\" tg-height=\"117\"/><span>BABA Investor Presentation Data</span></p><p></p><p>This bazooka of a repurchase program, while the company remains FCF positive, will reward the patient shareholder.</p><p>The final thing that stood out to me was that management stated they believe all of their segments are going to be at a breakeven point, or earnings will be accretive in two years or less. If management delivers on this, I believe the market will be forced to recognize the dominance of BABA and patient shareholders will be rewarded.</p><h2 id=\"id_3258954317\">Risks</h2><p>While I am overall bullish on BABA stock, there are some real risks with an investment in this company.</p><p>First, is the use of debt to repurchase shares of the company, and the overall buildup of debt on the B/S.</p><p>Normally, debt being raised to repurchase shares is a huge red flag. I would prefer the company use FCF to repurchase shares instead of interest-bearing debt. However, with BABA it makes sense based on 2 factors, what is the interest rate on the debt, and what is the EBT yield of the average purchase price of the repurchased shares. I use EBT since interest on debt is tax-deductible.</p><p>The TTM EBT is $15.3B. The current market cap at the time of this writing is $203B or $87/ADS. That equals a 7.5% EBT/MC yield. In theory, if the debt BABA issues had an interest rate below that 7.5% EBT yield, they are making money on the spread between the debt and the repurchased shares.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e10a76e721fb4b0ef67b5a486bc493f\" alt=\"BABA Quarterly Report\" title=\"BABA Quarterly Report\" tg-width=\"640\" tg-height=\"19\"/><span>BABA Quarterly Report</span></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0ed516aa43f3133fadb269ac56eb89ad\" alt=\"BABA Quarterly Report\" title=\"BABA Quarterly Report\" tg-width=\"640\" tg-height=\"99\"/><span>BABA Quarterly Report</span></p><p></p><p>As we can see above, the $5B of convertible debt BABA issued had a paltry interest rate at 0.5%. That $5B was then used to finance the repurchase program for this year. The average price per ADS (multiply the high and low prices by 8 and then adjust for the average) for the year was $79.41.</p><p>The MC of BABA at $79.41/ADS is roughly $190B USD. The EBT/MC yield at the average cost basis BABA had was roughly 8%. This results in BABA earning a 7.5% spread on this convertible debt while repurchasing shares. The risk in using debt is mitigated when BABA is earning a positive spread.</p><p>Another risk BABA faces is the decline in FCF due to the investments they need to make to improve their business, subsidize SMEs on their platforms, and expand their AI infrastructure.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/430105a67fc14ed112f71417b171e863\" tg-width=\"640\" tg-height=\"315\"/></p><p></p><p>As can be seen above, OPCF has come down 36% while CapEx has gone up 250% (the above numbers are in RMB). While we know why CapEx is up, this has greatly impacted FCF and should be monitored for further deterioration.</p><p>A fundamental risk to BABA is the loss of merchants to competing platforms. Domestic competitors are taking market share from BABA, this is just a fact. BABA is still the most dominant platform, but we must monitor how BABA continues to respond to this aggressive competition. A subsidizing price war may continue to impact margins.</p><p>The biggest risk to an investment in BABA is geopolitical uncertainty. This is harder to gauge and is totally unpredictable. However, this uncertainty is allowing investors to scoop up shares at a very cheap price.</p><h2 id=\"id_2540248990\">Valuation</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9cb576dee1d3c3628209494e950bfc88\" alt=\"Author&#39;s notes\" title=\"Author&#39;s notes\" tg-width=\"640\" tg-height=\"95\"/><span>Author&#39;s notes</span></p><p></p><p>My intrinsic value for BABA is $152.10 per share. I grow the TTM FCF of $14.75B by 11%. I think a GR of 11% is conservative since BABA has grown FCF at a 21% CAGR over the past decade. I realize previous growth in BABA has decelerated, but I believe as their investments improve efficiency and management achieves a breakeven rate on all segments in 3-years they can hit this target. I also use a discount rate of 12% to make the model more conservative.</p><p>I use a Terminal P/FCF multiple of 15. This is 25% below the past decade’s average of 20, but again, with geopolitical uncertainty I feel this discount is warranted.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9f0a27cff4a2cd32ca67f46f2488a419\" tg-width=\"640\" tg-height=\"318\"/></p><p></p><h2 id=\"id_4149498179\">Summing Up</h2><p>BABA is cheap, and yes, it is cheap for a reason. However, I think the risk reward ratio makes BABA a Buy. If geopolitical uncertainty clears up, I will upgrade my rating to a Strong Buy.</p></body></html>","source":"seekingalpha","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>BABA: Disappointing Stimulus, Slower Growth, And Geopolitical Tensions Making The Stock Cheap</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBABA: Disappointing Stimulus, Slower Growth, And Geopolitical Tensions Making The Stock Cheap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-24 13:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4739837-baba-disappointing-stimulus-slower-growth-and-geopolitical-tensions-making-the-stock-cheap><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba is undervalued, with geopolitical concerns and a slowdown in their core TTG segment justifying some discounting; a Buy rating is warranted.Management is actively investing in the business and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4739837-baba-disappointing-stimulus-slower-growth-and-geopolitical-tensions-making-the-stock-cheap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK4502":"阿里概念","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK4505":"高瓴资本持仓","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","BABA":"阿里巴巴","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4548":"巴美列捷福持仓","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4565":"NFT概念","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","09988":"阿里巴巴-W","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4531":"中概回港概念","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4534":"瑞士信贷持仓","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1046421795.USD":"富达环球科技A-ACC","BK4587":"ChatGPT概念","BK4558":"双十一","BK4575":"芯片概念","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4220":"综合零售","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4527":"明星科技股","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","BK4579":"人工智能","BK4588":"碎股","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4122":"互联网与直销零售"},"source_url":"https://seekingalpha.com/article/4739837-baba-disappointing-stimulus-slower-growth-and-geopolitical-tensions-making-the-stock-cheap","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2485207198","content_text":"Alibaba is undervalued, with geopolitical concerns and a slowdown in their core TTG segment justifying some discounting; a Buy rating is warranted.Management is actively investing in the business and repurchasing shares, with a focus on improving user experience and maintaining market share leadership.Despite challenges, BABA's cloud segment showed impressive growth in Adj. EBITA, and their diversified investments are expected to yield long-term benefits.Risks include debt for share repurchases, declining FCF, competitive pressures, and geopolitical uncertainty, but the current valuation offers a compelling risk-reward ratio.Alibaba (NYSE:BABA) is a company that is significantly undervalued, and some of this discounting is warranted due to geopolitical concerns and a slowdown in their core TTG segment. However, management is actively investing in their business and repurchasing shares in droves. I believe a Buy rating is warranted for BABA, and the only reason I do not have a Strong Buy rating is due to geopolitical uncertainty.BABA has been written about extensively (I believe it has a cult stock following by value investors). Technically, the Cayman Islands structure facilitates a Variable Interest Entity (VIE) arrangement, which allows Alibaba to comply with Chinese regulations prohibiting foreign ownership of certain internet and technology businesses while still raising capital from international investors. If you do decide to make an investment in BABA, you should be aware of this scenario.Company / Segment OverviewBABA is one of the “crown jewels” of China’s tech industry. It has 7 reporting units that I will briefly touch on. First, there is the Taboao and Tmall Group/TTG. This segment consists of all their e-commerce operations and generates most of the company’s revenue and adj. EBITA. Tmall is their B2C operations and Taobao is their C2C operations. The revenue model for TTG is that BABA provides the ecommerce platform where merchants of all sizes can come and sell their products to the domestic Chinese population. BABA charges fixed fees to merchants and recently implemented a 0.6% take rate fee on all Gross Merchandise Volume that is sold on their platforms.Next, we have BABA’s Cloud Intelligence Group. This consists of BABA’s cloud infrastructure and AI and machine learning solutions. This segment also includes SaaS offerings to help with content delivery and cyber security. This segment has underperformed investors expectations for reasons we will get into later. This is one way how BABA has tried to diversify their business model away from being a pureplay Chinese ecommerce business.The third segment is Alibaba’s International and Digital Commerce Group/AIDC. This is BABA’s international ecommerce offering. BABA has been focusing on expanding their offerings in Southeast Asia, the Middle East and Europe. BABA’s international approach is slightly different compared to PDD whose international business has been targeting the US market, avoiding tariffs by exploiting loopholes.The fourth segment is their Cainiao Smart Logistics segment. This segment includes the entire logistical operation of their various business segments. They also offer international logistic operations for other companies who require these services. While the financial performance may seem small compared to the other segments, Cainiao is extremely important to customer and merchant satisfaction and keeps the engine of BABA going.The fifth, sixth and seventh group are Local Services, Digital Media and Entertainment Group, and a catch-all “Other” group.What Happened in Q2 2025On November 15, 2024, BABA reported earnings for Q2 2025, and the market was not pleased with what it saw.The company missed on the topline by $500M, but beat on the bottom line, mainly due to the share repurchase program we will discuss in depth later.BABA Investor Presentation DataAs we can see in the above results, revenue only went up 1% in the TTG segment while adj. EBITA decreased 5% YoY. While the adj. EBITA margin for TTG is at 45%, the market is focusing on the 5% decrease. To be fair, BABA has been losing domestic market share to competitors like PDD and JD. This is forcing BABA to invest in their platforms, and may result in a merchant subsidy war with these competitors, if it hasn’t begun already. However, to have a 5% contraction in adj. EBITA while the Chinese economy is going through a property blowup, along with a disappointing stimulus response from the government, I find the TTG segment still quite impressive. While I do think we should temper growth expectations going forward, BABA’s TTG is still a phenomenal business.The cloud segment had a 7% increase in revenue, but adj. EBITA had a whopping 89% increase. I find these numbers impressive because this growth was achieved while the U.S. government has been deliberately suppressing China’s access to advanced chips which are critical to AI development.Some analysts have commented on how the revenue growth in cloud has been disappointing for BABA. I think these analysts are missing the nuance of this segment. Originally BABA was focusing on non-public cloud revenue projects. These projects were low margin, but were the main composition of revenue in this segment. Recently, BABA decided to transition the focus in cloud to higher margin public cloud products. This transition to public cloud products, while simultaneously weaning off the non-public business makes the revenue growth number look artificially lower than it should be. I advise investors to keep track of the growth in profitability in this segment. Again, an 89% jump in Adj. EBITA shows management was correct in pivoting. Management even spelled this out for us in their presentation.BABA Investor Presentation DataWhile the adj. EBITA margin for this segment was 9%, the investments in cloud infrastructure will help them achieve scale and cost efficiencies, expanding margins in this business over time.Management also highlighted how AI related product revenue has been growing by triple digits for the 5th Q in a row! I believe management has done extremely well pivoting their focus in cloud while managing their limited access to cutting-edge chips.BABA Investor Presentation DataSome analysts have also stated how they are concerned that BABA’s cloud growth is slower than stalwarts like AMZN and MSFT. While it is true these companies have a bigger and faster growing cloud business, none of them are going to be able to have the penetration into the Chinese economy as homegrown Chinese companies do. As China is likely to become more protectionist in key industries like AI (just as the United States is) BABA is likely to be an AI provider of choice for China, with increasing market share over time. To not be exposed to one of the most dominant ecommerce platforms in the world in the second-largest economy at the current price is foolish, and patient investors are likely to be rewarded.Like other analysts, I am disappointed in the decline of profitability in the AIDC segment. Even though revenues grew 29%, Adj. EBITA dropped 657%!Management stated that the reason for the massive decline in profitability is due to the investments in their cross border platform, improving delivery times and expanding the supplier base. I am concerned if BABA is getting into a subsidy price war with competition like PDD and JD. While I like BABA’s focus on Southeast Asia, the Middle-East and Europe, this segment’s profitability must be watched. If margins deteriorate further, the gains in revenue won’t mean much to shareholders.Another bright spot in the Q that surprised me was the 85% increase in adj. EBITA in their local services group which consists of Ele.me (domestic delivery services with a focus on food and groceries). The investments in scale for their delivery services have begun to result in cost efficiencies. Even though Adj. EBITA was negative in the Q, Local Services should be profitable to Adj. EBITA in the next Q and beyond.When you consolidate their results, BABA grew revenue by 5% but adj. EBITA declined 5%. I want to reiterate that this Q's performance was accomplished as the Chinese economy is still dealing with the property blowup, the disappointing Chinese government stimulus, and their cloud business being impacted by sanctions. All things considered I think the Q was satisfactory.What Was Said on the CallManagement gave some important feedback to analysts on the call that investors should be aware of.As stated before, BABA implemented a 0.6% GMV fee for transactions across all their services. However, this began on Sept 1, 2024, therefore the next Q is going to be the first Q where this fee will be fully reflected in the financial results.However, management also stated that they are offering rebates to SMEs using their platforms, and they canceled annual Tmall fees, so this could be a net negative effect in the short term. This confirms that BABA is subsidizing merchants on their platform. Management also stated, \"E-commerce competition remains intense, and we'll continue to invest in core user groups and product categories, increase investment in new users, and improve user retention\".Management also explained where they are focusing on their investment initiatives by investing in a diversified and cost-effective supply, improvement in user experience by improving aftersales service and logistic experience and the front-end UX. I believe these are appropriate investments and should help BABA to maintain market share leadership and stickiness of their platform. BABA still has over 46M 88VIP members, a double-digit increase YoY.The CEO stated that we could essentially consider that TTG is investing in another growth stage. I want to focus on this statement quickly. BABA, which is undoubtedly the leader of ecommerce in China today, is still focused on investing and growing their business. History has given examples of how companies get large and become complacent (to be fair, BABA did get a little complacent in the past). But this management team is focused on growing their core business, focusing investment on the user experience. I think the management team is one thing that separates BABA apart from the competition.In the Q, BABA repurchased 6% of the float YoY. They detail how they bought 30B RMB/4.1B USD in the Q. That is a reduction of 2% in the ADS float in one Q, 4.4% for the 1H! They also explained that they are being strategic, looking at technicals when purchasing these shares. They are trying to maximize this program and will likely keep a floor under the stock since they have over $22B left in the repurchase program.BABA Investor Presentation DataThis bazooka of a repurchase program, while the company remains FCF positive, will reward the patient shareholder.The final thing that stood out to me was that management stated they believe all of their segments are going to be at a breakeven point, or earnings will be accretive in two years or less. If management delivers on this, I believe the market will be forced to recognize the dominance of BABA and patient shareholders will be rewarded.RisksWhile I am overall bullish on BABA stock, there are some real risks with an investment in this company.First, is the use of debt to repurchase shares of the company, and the overall buildup of debt on the B/S.Normally, debt being raised to repurchase shares is a huge red flag. I would prefer the company use FCF to repurchase shares instead of interest-bearing debt. However, with BABA it makes sense based on 2 factors, what is the interest rate on the debt, and what is the EBT yield of the average purchase price of the repurchased shares. I use EBT since interest on debt is tax-deductible.The TTM EBT is $15.3B. The current market cap at the time of this writing is $203B or $87/ADS. That equals a 7.5% EBT/MC yield. In theory, if the debt BABA issues had an interest rate below that 7.5% EBT yield, they are making money on the spread between the debt and the repurchased shares.BABA Quarterly ReportBABA Quarterly ReportAs we can see above, the $5B of convertible debt BABA issued had a paltry interest rate at 0.5%. That $5B was then used to finance the repurchase program for this year. The average price per ADS (multiply the high and low prices by 8 and then adjust for the average) for the year was $79.41.The MC of BABA at $79.41/ADS is roughly $190B USD. The EBT/MC yield at the average cost basis BABA had was roughly 8%. This results in BABA earning a 7.5% spread on this convertible debt while repurchasing shares. The risk in using debt is mitigated when BABA is earning a positive spread.Another risk BABA faces is the decline in FCF due to the investments they need to make to improve their business, subsidize SMEs on their platforms, and expand their AI infrastructure.As can be seen above, OPCF has come down 36% while CapEx has gone up 250% (the above numbers are in RMB). While we know why CapEx is up, this has greatly impacted FCF and should be monitored for further deterioration.A fundamental risk to BABA is the loss of merchants to competing platforms. Domestic competitors are taking market share from BABA, this is just a fact. BABA is still the most dominant platform, but we must monitor how BABA continues to respond to this aggressive competition. A subsidizing price war may continue to impact margins.The biggest risk to an investment in BABA is geopolitical uncertainty. This is harder to gauge and is totally unpredictable. However, this uncertainty is allowing investors to scoop up shares at a very cheap price.ValuationAuthor's notesMy intrinsic value for BABA is $152.10 per share. I grow the TTM FCF of $14.75B by 11%. I think a GR of 11% is conservative since BABA has grown FCF at a 21% CAGR over the past decade. I realize previous growth in BABA has decelerated, but I believe as their investments improve efficiency and management achieves a breakeven rate on all segments in 3-years they can hit this target. I also use a discount rate of 12% to make the model more conservative.I use a Terminal P/FCF multiple of 15. This is 25% below the past decade’s average of 20, but again, with geopolitical uncertainty I feel this discount is warranted.Summing UpBABA is cheap, and yes, it is cheap for a reason. However, I think the risk reward ratio makes BABA a Buy. If geopolitical uncertainty clears up, I will upgrade my rating to a Strong Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374702730956808,"gmtCreate":1732489597686,"gmtModify":1732489599831,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374702730956808","repostId":"2485279387","repostType":2,"repost":{"id":"2485279387","kind":"highlight","pubTimestamp":1732428305,"share":"https://ttm.financial/m/news/2485279387?lang=&edition=fundamental","pubTime":"2024-11-24 14:05","market":"nz","language":"en","title":"Why NIO Could Double Its Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=2485279387","media":"seekingalpha","summary":"NIO reported better than expected Q3 earnings, but missed on revenue on Wednesday.NIO achieved record deliveries in the third-quarter and improved vehicle margins to 13.1%.The EV maker is seeing solid","content":"<html><head></head><body><ul style=\"\"><li><p>NIO reported better than expected Q3 earnings, but missed on revenue on Wednesday.</p></li><li><p>NIO achieved record deliveries in the third-quarter and improved vehicle margins to 13.1%.</p></li><li><p>The EV maker is seeing solid momentum for its ONVO-branded EVs and is guiding for a significant ramp in deliveries until March 2025.</p></li><li><p>NIO now targets break-even by FY 2026.</p></li><li><p>Shares are unreasonably cheap given the significant improvements in the EV maker&#39;s business and positive break-even outlook.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5ddf0943a93f4ecd7825e6732cb46f8a\" tg-width=\"750\" tg-height=\"563\"/></p><p></p><p>NIO (NYSE:NIO) reported slightly better than expected earnings results for the third fiscal quarter on Wednesday that showed record quarterly deliveries and an improving vehicle margin trend. The EV maker also announced that it is seeing strong demand for its ONVO-branded electric vehicles and that it plans to scale deliveries up to 20,000 units per month by March 2025. The delivery outlook for Q4 is solid and implies up to 50% year-over-year delivery growth. In my opinion, NIO has considerable upside revaluation potential if it continues to ramp up deliveries and revenues in FY 2025.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d9991b8e136de59f4a54d847234fe9a\" tg-width=\"635\" tg-height=\"456\"/></p><p></p><h2 id=\"id_217206922\">Previous rating</h2><p>I rated shares of the electric vehicle start-up a strong buy in my work in August -- Moment Of Truth -- due to an expansion in the firm&#39;s vehicle margins and the launch of ONVO-branded EVs. NIO further improved on its vehicle margins in the third fiscal quarter, and the EV company achieved a record volume of deliveries in Q3’24 as well. NIO is also starting a new EV brand, firefly, in order to broaden its appeal to prospective EV buyers in the compact segment. What I continue to like the most about NIO is the company&#39;s margin trend and low valuation based off of revenue.</p><h2 id=\"id_575696789\">NIO&#39;s Q3: strong delivery momentum, higher vehicle margins</h2><p>NIO reported adjusted earnings of $(0.30) per-share for the third-quarter, which beat the consensus estimate by $0.01 per-share. The top line came in at $2.58B, which missed the average prediction by $71M.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/02e1e7198fee2d32eb8a1d380f6ba369\" tg-width=\"640\" tg-height=\"241\"/></p><p></p><p>NIO achieved total revenues in the third-quarter of 18.7B Chinese Yuan ($2.67B), showing 7% quarter-over-quarter growth, which was driven mainly by an increase in deliveries and a broadening product portfolio.</p><p>In Q3’24, NIO delivered 61,855 electric vehicles, showing a year-over-year growth rate of 12%. October was also the sixth straight months in which deliveries exceeded the monthly mark of 20,000 units. NIO’s total Q3’24 deliveries of 61,855 EVs included 832 ONVO-branded electric vehicles, while in October ONVO deliveries totaled 4,319 units.</p><p>ONVO is a new low-price electric vehicle brand that NIO started in order to accelerate its delivery growth while offering consumers a more affordable EV solution. NIO started to deliver ONVO-branded EVs only in September, but market demand for these new lower-cost electric-vehicles seems to be strong: as of November 14, 2024 ONVO delivered a total of 7,000 L60 SUVs. The company plans to scale its monthly L60 deliveries to 10,000 by December and then grow this delivery volume to 20,000 units per month by March 2025.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6478b96235cfec4446659ee05e33a9c2\" tg-width=\"640\" tg-height=\"388\"/></p><p></p><h2 id=\"id_3189200672\">Favorable vehicle margin trend</h2><p>NIO is generating higher margins in its core EV business, which is a trend that started in the first half of 2023. Since then, NIO has successively improved on its vehicle margins which reached 13.1% in the September quarter, mainly due to improving production cost efficiencies.</p><p>In the third quarter, NIO expanded its vehicle margins by 90 basis points quarter over quarter, reaching the highest point since Q4’22. For comparison, XPeng (XPEV) and Li Auto (LI) generated vehicle margins of 8.6% and 20.9% in the September quarter. Therefore, Li Auto remains the most efficient EV company in the electric vehicle start-up group in terms of margins, and the EV company is also the only company here that is already profitable. NIO is currently targeting to reach breakeven in FY 2026.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e603d6f50f962ea6792a7e224235f400\" tg-width=\"640\" tg-height=\"245\"/></p><p></p><p>NIO also announced the launch of a new brand, firefly, which is meant to focus exclusively on the compact segment, which is expected to see its first product launch in the first half of 2025. It would be the third brand, after NIO and ONVO, and it could be a lever for delivery growth for the EV company going forward as consumers become more price-conscious.</p><h2 id=\"id_1890509785\">NIO&#39;s Q4 guidance</h2><p>The delivery outlook for the fourth-quarter was solid, in my opinion, especially because ONVO is seeing a significant production ramp. For the fourth-quarter, NIO expects to deliver 72,000 and 75,000 electric vehicles to customers, which would represent a year-over-year growth rate of 43.9% to 49.9%. Based off of this projected delivery volume, NIO would be set to achieve total revenues in the range of $19.7-20.4B Chinese Yuan ($2.8-2.9B) which implies a year-over-year growth rate of up to 19%.</p><h2 id=\"id_588794843\">NIO’s valuation reflects deep value for investors</h2><p>NIO’s shares are cheaply valued in large part because investor concerns about Chinese companies and a slowdown in the EV market have heavily weighed on valuations after the pandemic.</p><p>NIO is currently valued at a price-to-revenue ratio of 0.72X, which compares against a 3-year average P/S ratio of 2.4X. Li Auto (LI), which is by far the most profitable EV start-up (excluding BYD, which is not a start-up), is trading at a price-to-revenue ratio of 0.89X.</p><p>Li Auto is also growing faster than any other of the industry group start-ups discussed here: Li Auto deliveries surged 45% in the third-quarter, compared to 12% for NIO and 16% for XPeng. Li Auto’s industry group-leading vehicle margins and stronger than average delivery growth are the reasons why I believe Li Auto represents the deepest value for investors, especially with the P/S ratio being as low as it is: Strong EV Choice, Low Price.</p><p>In my last work on NIO, I said that I saw a fair value multiplier, based off of revenues, of 1.5X for the EV company. Since NIO continued to improve its vehicle margins in the third-quarter and expects a solid increase in deliveries in Q4&#39;24, I continue to believe that this is a reasonable valuation ratio for NIO, especially with the company now guiding for break-even in FY 2026 as well. A 1.5X P/S ratio implies a fair value of $9.80 per-share... which means shares of NIO could double their price and I would not see the EV maker as overvalued.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/39b78b8609e97f2d8a6070d9369f0e7b\" tg-width=\"635\" tg-height=\"559\"/></p><p></p><h2 id=\"id_2773414381\">Risks with NIO</h2><p>I have said before that NIO’s focus on lower-cost EVs poses a potential margin challenge for the electric vehicle company and I still believe that growing margin pressure -- mainly because of growing competition that is forcing the release of lower-cost/margin electric vehicles -- is the most significant risk for EV start-ups. What would change my mind about NIO is if the company were to see a reversal of margin gains as it ramps up ONVO-branded production and deliveries. What would also negatively influence my opinion on NIO is if the company were to delay its profitability targets beyond the target date of FY 2026.</p><h2 id=\"id_3199599217\">Final thoughts</h2><p>NIO beat EPS estimates for earnings and continued to see sequential margin improvements. LI Auto is still leading the EV start-up group with its vehicle margins, but NIO&#39;s trend is nonetheless very positive. What is also positive is NIO&#39;s consistency in deliveries recently -- achieving six straight months of deliveries exceeding 20k units per month. ONVO-branded EVs are surging, and the company is seeing a favorable delivery trend here, with deliveries expected to scale to 20k per month by March 2025. Finally, the outlook for Q4 is positive and investors can expect to see up to 50% Y/Y delivery growth, with ONVO being a key catalyst. Shares of NIO are undervalued and could easily double as the company works its way towards profitability.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why NIO Could Double Its Valuation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy NIO Could Double Its Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-24 14:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4739797-why-nio-could-double-its-valuation><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO reported better than expected Q3 earnings, but missed on revenue on Wednesday.NIO achieved record deliveries in the third-quarter and improved vehicle margins to 13.1%.The EV maker is seeing solid...</p>\n\n<a href=\"https://seekingalpha.com/article/4739797-why-nio-could-double-its-valuation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","NIO.SI":"蔚来","BK4555":"新能源车","BK4509":"腾讯概念","BK4588":"碎股","BK4526":"热门中概股","BK4574":"无人驾驶","NIO":"蔚来","BK4505":"高瓴资本持仓","LU0052750758.USD":"富兰克林中国基金A Acc","BK4581":"高盛持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4504":"桥水持仓","BK4099":"汽车制造商","09866":"蔚来-SW","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC"},"source_url":"https://seekingalpha.com/article/4739797-why-nio-could-double-its-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2485279387","content_text":"NIO reported better than expected Q3 earnings, but missed on revenue on Wednesday.NIO achieved record deliveries in the third-quarter and improved vehicle margins to 13.1%.The EV maker is seeing solid momentum for its ONVO-branded EVs and is guiding for a significant ramp in deliveries until March 2025.NIO now targets break-even by FY 2026.Shares are unreasonably cheap given the significant improvements in the EV maker's business and positive break-even outlook.NIO (NYSE:NIO) reported slightly better than expected earnings results for the third fiscal quarter on Wednesday that showed record quarterly deliveries and an improving vehicle margin trend. The EV maker also announced that it is seeing strong demand for its ONVO-branded electric vehicles and that it plans to scale deliveries up to 20,000 units per month by March 2025. The delivery outlook for Q4 is solid and implies up to 50% year-over-year delivery growth. In my opinion, NIO has considerable upside revaluation potential if it continues to ramp up deliveries and revenues in FY 2025.Previous ratingI rated shares of the electric vehicle start-up a strong buy in my work in August -- Moment Of Truth -- due to an expansion in the firm's vehicle margins and the launch of ONVO-branded EVs. NIO further improved on its vehicle margins in the third fiscal quarter, and the EV company achieved a record volume of deliveries in Q3’24 as well. NIO is also starting a new EV brand, firefly, in order to broaden its appeal to prospective EV buyers in the compact segment. What I continue to like the most about NIO is the company's margin trend and low valuation based off of revenue.NIO's Q3: strong delivery momentum, higher vehicle marginsNIO reported adjusted earnings of $(0.30) per-share for the third-quarter, which beat the consensus estimate by $0.01 per-share. The top line came in at $2.58B, which missed the average prediction by $71M.NIO achieved total revenues in the third-quarter of 18.7B Chinese Yuan ($2.67B), showing 7% quarter-over-quarter growth, which was driven mainly by an increase in deliveries and a broadening product portfolio.In Q3’24, NIO delivered 61,855 electric vehicles, showing a year-over-year growth rate of 12%. October was also the sixth straight months in which deliveries exceeded the monthly mark of 20,000 units. NIO’s total Q3’24 deliveries of 61,855 EVs included 832 ONVO-branded electric vehicles, while in October ONVO deliveries totaled 4,319 units.ONVO is a new low-price electric vehicle brand that NIO started in order to accelerate its delivery growth while offering consumers a more affordable EV solution. NIO started to deliver ONVO-branded EVs only in September, but market demand for these new lower-cost electric-vehicles seems to be strong: as of November 14, 2024 ONVO delivered a total of 7,000 L60 SUVs. The company plans to scale its monthly L60 deliveries to 10,000 by December and then grow this delivery volume to 20,000 units per month by March 2025.Favorable vehicle margin trendNIO is generating higher margins in its core EV business, which is a trend that started in the first half of 2023. Since then, NIO has successively improved on its vehicle margins which reached 13.1% in the September quarter, mainly due to improving production cost efficiencies.In the third quarter, NIO expanded its vehicle margins by 90 basis points quarter over quarter, reaching the highest point since Q4’22. For comparison, XPeng (XPEV) and Li Auto (LI) generated vehicle margins of 8.6% and 20.9% in the September quarter. Therefore, Li Auto remains the most efficient EV company in the electric vehicle start-up group in terms of margins, and the EV company is also the only company here that is already profitable. NIO is currently targeting to reach breakeven in FY 2026.NIO also announced the launch of a new brand, firefly, which is meant to focus exclusively on the compact segment, which is expected to see its first product launch in the first half of 2025. It would be the third brand, after NIO and ONVO, and it could be a lever for delivery growth for the EV company going forward as consumers become more price-conscious.NIO's Q4 guidanceThe delivery outlook for the fourth-quarter was solid, in my opinion, especially because ONVO is seeing a significant production ramp. For the fourth-quarter, NIO expects to deliver 72,000 and 75,000 electric vehicles to customers, which would represent a year-over-year growth rate of 43.9% to 49.9%. Based off of this projected delivery volume, NIO would be set to achieve total revenues in the range of $19.7-20.4B Chinese Yuan ($2.8-2.9B) which implies a year-over-year growth rate of up to 19%.NIO’s valuation reflects deep value for investorsNIO’s shares are cheaply valued in large part because investor concerns about Chinese companies and a slowdown in the EV market have heavily weighed on valuations after the pandemic.NIO is currently valued at a price-to-revenue ratio of 0.72X, which compares against a 3-year average P/S ratio of 2.4X. Li Auto (LI), which is by far the most profitable EV start-up (excluding BYD, which is not a start-up), is trading at a price-to-revenue ratio of 0.89X.Li Auto is also growing faster than any other of the industry group start-ups discussed here: Li Auto deliveries surged 45% in the third-quarter, compared to 12% for NIO and 16% for XPeng. Li Auto’s industry group-leading vehicle margins and stronger than average delivery growth are the reasons why I believe Li Auto represents the deepest value for investors, especially with the P/S ratio being as low as it is: Strong EV Choice, Low Price.In my last work on NIO, I said that I saw a fair value multiplier, based off of revenues, of 1.5X for the EV company. Since NIO continued to improve its vehicle margins in the third-quarter and expects a solid increase in deliveries in Q4'24, I continue to believe that this is a reasonable valuation ratio for NIO, especially with the company now guiding for break-even in FY 2026 as well. A 1.5X P/S ratio implies a fair value of $9.80 per-share... which means shares of NIO could double their price and I would not see the EV maker as overvalued.Risks with NIOI have said before that NIO’s focus on lower-cost EVs poses a potential margin challenge for the electric vehicle company and I still believe that growing margin pressure -- mainly because of growing competition that is forcing the release of lower-cost/margin electric vehicles -- is the most significant risk for EV start-ups. What would change my mind about NIO is if the company were to see a reversal of margin gains as it ramps up ONVO-branded production and deliveries. What would also negatively influence my opinion on NIO is if the company were to delay its profitability targets beyond the target date of FY 2026.Final thoughtsNIO beat EPS estimates for earnings and continued to see sequential margin improvements. LI Auto is still leading the EV start-up group with its vehicle margins, but NIO's trend is nonetheless very positive. What is also positive is NIO's consistency in deliveries recently -- achieving six straight months of deliveries exceeding 20k units per month. ONVO-branded EVs are surging, and the company is seeing a favorable delivery trend here, with deliveries expected to scale to 20k per month by March 2025. Finally, the outlook for Q4 is positive and investors can expect to see up to 50% Y/Y delivery growth, with ONVO being a key catalyst. Shares of NIO are undervalued and could easily double as the company works its way towards profitability.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374575447179576,"gmtCreate":1732489582575,"gmtModify":1732489584593,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374575447179576","repostId":"1199718053","repostType":2,"repost":{"id":"1199718053","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1732452023,"share":"https://ttm.financial/m/news/1199718053?lang=&edition=fundamental","pubTime":"2024-11-24 20:40","market":"us","language":"en","title":"How Markets Have Responded to Deficits, in Charts","url":"https://stock-news.laohu8.com/highlight/detail?id=1199718053","media":"Dow Jones","summary":"Worries about government deficits are making one of their periodic tours of Wall Street.Investors say the prospect of bigger budget imbalances in the second Trump administration are a factor behind th","content":"<html><head></head><body><p>Worries about government deficits are making one of their periodic tours of Wall Street.</p><p style=\"text-align: start;\">Investors say the prospect of bigger budget imbalances in the second Trump administration are a factor behind the recent climb in Treasury yields, which help set borrowing costs throughout the economy. This year’s projected budget deficit of $1.9 trillion is already likely to reach more than 6% of economic output, a threshold crossed previously only during World War II, the 2008-09 financial crisis and the Covid-19 pandemic. Yet stocks keep hitting records.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/50b65e57fc56b34120a47cfa583ef601\" tg-width=\"581\" tg-height=\"360\"/></p><p>With President-elect Trump’s proposed tax cuts—and soaring Social Security and Medicare costs—projected to keep annual deficits at a historically high level, the debate over deficits is raging anew. Here’s a look at how fiscal policy has affected investments during some recent administrations:</p><h3 id=\"id_4020847738\">Ronald Reagan, 1981-89</h3><p>President Ronald Reagan’s 1981 tax cuts contributed to a sharply higher federal deficit by the midpoint of his two-term administration. It reached as high as 5.7% of GDP in 1983—enough to prompt concern among investors. In that year, economist Edward Yardeni coined the term “bond vigilantes” for investors who will demand higher rates to buy Treasurys to compensate for the risks tied to budget imbalances and inflation.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cbdfe1cd1c5cced66a0b5f1aba14e6eb\" tg-width=\"582\" tg-height=\"246\"/></p><p> “The idea of the bond vigilantes is that they intervene and maintain law and order if monetary and fiscal policy aren’t going to do it,” he said in a recent interview. “In the ’80s, I think it actually had more to do with a fear that inflation would make a comeback than it had to do with the deficit.” </p><p style=\"text-align: start;\">The 10-year Treasury yield peaked above 15% in Reagan’s first year, because of the Federal Reserve’s Volcker-era inflation fight. The combination of high rates and expansive fiscal policy attracted overseas money. The dollar got so strong that a group of developed countries agreed to deliberately weaken it during a 1985 meeting in Manhattan’s Plaza Hotel.</p><h3 id=\"id_2583688440\" style=\"text-align: start;\">George H.W. Bush, 1989-93</h3><p style=\"text-align: start;\">Deficit reduction then became a priority in Washington, D.C. President George H.W. Bush reneged on his “No new taxes” pledge after concluding that any agreement to cut the national deficit would need both spending cuts and tax increases.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eadcdfdc3a2565505cd056c16c1c8798\" tg-width=\"577\" tg-height=\"252\"/></p><p>“In ’81 we passed the giant tax cut. And by ’82 it was pretty clear they had gone way too far. And so from ’83 to ’97, across three administrations, all we did was deficit reduction,” said Marc Goldwein, senior policy director for the Committee for a Responsible Federal Budget. </p><p style=\"text-align: start;\">The deficit as a share of GDP peaked around 4.4% after the 1991 recession before falling to 3.7% by the end of 1993. The 10-year Treasury yield fell nearly 2.5 percentage points to around 6.4% at the end of Bush’s term.</p><h3 id=\"id_1646595010\" style=\"text-align: start;\">Bill Clinton, 1993-2001</h3><p style=\"text-align: start;\">Entering the White House in 1993, Bill Clinton was caught between campaign promises to reduce the deficit and to deliver a middle-class tax cut. Economic advisers including Robert Rubin convinced Clinton to prioritize deficit reduction to help bring down longer-term Treasury yields. That prompted political adviser James Carville’s quip that he would like to be reincarnated as the bond market because “you can intimidate everybody.”</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b4ea1b3f23c818b57de82811ca09f160\" tg-width=\"573\" tg-height=\"252\"/></p><p>It wasn’t a completely smooth ride: the 10-year yield surged above 8% in 1994 when the Fed was aggressively raising short-term rates. But yields retreated again afterward, as the Clinton-era boom briefly turned the deficit into a surplus.</p><p style=\"text-align: start;\">“The world actually behaved the way economists think it should—you cut deficits, interest rates fall, you get more investment,” said David Wessel, director of the Hutchins Center on Fiscal and Monetary Policy at the Brookings Institution.</p><h3 id=\"id_978368608\" style=\"text-align: start;\">George W. Bush, 2001-09</h3><p style=\"text-align: start;\">Deficits grew to records after the Bush administration’s tax cuts in 2001 and 2003, and a major increase in military spending that followed the Sept. 11 terrorist attacks in 2001. Stocks mostly rebounded from the dot-com collapse and short-term rates topped 5%. </p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7fd3f6e0a777cc17dbb8e51d908d3bf1\" tg-width=\"575\" tg-height=\"250\"/></p><p>Then the collapse of the housing market fueled the financial crisis of 2008-09. Stocks plunged, and the Fed cut short-term rates to zero.</p><h3 id=\"id_3541661090\" style=\"text-align: start;\">Barack Obama, 2009-17</h3><p style=\"text-align: start;\">Deficits soared again when the Obama administration launched early stimulus packages to help revive the economy. But tighter fiscal policy followed, which some economists blame for a slow recovery. </p><p style=\"text-align: start;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1a54e31e5d8b944aa5bc759692c4eb72\" tg-width=\"575\" tg-height=\"249\"/></p><p style=\"text-align: start;\">Rates stayed near zero and the Fed bought bonds to ease strains on the banking system. That helped support stocks, while easy borrowing conditions helped fuel the technology boom. </p><p style=\"text-align: start;\">Political brinkmanship around the debt ceiling in 2011, however, led to fears of a missed payment on Treasurys, the world’s safest investment, and sparked a credit downgrade of the U.S.</p><p style=\"text-align: start;\">Stocks fell and investors sheltered in Treasurys before a deal was reached.</p><h3 id=\"id_2940178689\" style=\"text-align: start;\">Donald Trump, 2017-21</h3><p style=\"text-align: start;\">The Trump administration’s early tax cuts put the deficit as a share of GDP back on the rise. Shares of banks, industrials and smaller firms soared along with bond yields, in what investors called the “reflation trade.” Stocks hit records. </p><p style=\"text-align: start;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c5df7fdaf79f6214d1362943281805ac\" tg-width=\"577\" tg-height=\"250\"/></p><p style=\"text-align: start;\">The unprecedented response to the Covid-19 pandemic in Trump’s final year then widened the deficit again. A multitrillion-dollar bipartisan spending package kick-started a furious economic recovery, and sent the deficit as a share of GDP to the highest level since World War II. </p><p style=\"text-align: start;\">Stocks recovered quickly after the Fed cut rates near zero. Treasury yields hit rock bottom.</p><h3 id=\"id_1699535922\" style=\"text-align: start;\">Joseph Biden, 2021-present</h3><p style=\"text-align: start;\">The Biden administration kept the spending rolling. The Fed began rapidly hiking interest rates to combat inflation, driving up the government’s interest costs. Meanwhile, tax revenues slipped. </p><p style=\"text-align: start;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b38f86e49f8d12fba5fdf0715acbb3e8\" tg-width=\"578\" tg-height=\"269\"/></p><p style=\"text-align: start;\">The government sold more bonds to cover the gap, exacerbating a bond rout that sent the 10-year yield to 5%. Officials shifted the mix of borrowing a little toward debt with shorter maturities, helping calm markets.</p><p style=\"text-align: start;\">Wall Street has since had little trouble absorbing the government’s borrowing binge. </p><p style=\"text-align: start;\">Ongoing economic strength—and the prospect of bigger deficits under the next Trump administration—have helped drive bond yields higher in recent months. But some investors said that could still boost markets for some time. </p><p style=\"text-align: start;\">“Generally speaking, deficit spending adds to corporate profits,” said Sonu Varghese, global macro strategist at Carson Group. “Where things could get hairy is if the bond market feels like now rates have to be higher for longer, and that starts to crimp investment spending.”</p><p style=\"text-align: start;\"><em>Note: Asset performance provided by Dow Jones Market Data except the S&amp;P 500 total return for Reagan’s presidency, which was provided by S&amp;P Dow Jones Indices. Total returns for Treasurys are based on the Bloomberg US Treasury Index. Both Treasurys and the Reagan-era total stock returns are based on monthly readings and don’t correspond precisely with inaugurations. Asset performance refers to either four-year or eight-year periods, depending on the presidency.</em><br/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Markets Have Responded to Deficits, in Charts</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\">\nHow Markets Have Responded to Deficits, in Charts\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-24 20:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Worries about government deficits are making one of their periodic tours of Wall Street.</p><p style=\"text-align: start;\">Investors say the prospect of bigger budget imbalances in the second Trump administration are a factor behind the recent climb in Treasury yields, which help set borrowing costs throughout the economy. This year’s projected budget deficit of $1.9 trillion is already likely to reach more than 6% of economic output, a threshold crossed previously only during World War II, the 2008-09 financial crisis and the Covid-19 pandemic. Yet stocks keep hitting records.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/50b65e57fc56b34120a47cfa583ef601\" tg-width=\"581\" tg-height=\"360\"/></p><p>With President-elect Trump’s proposed tax cuts—and soaring Social Security and Medicare costs—projected to keep annual deficits at a historically high level, the debate over deficits is raging anew. Here’s a look at how fiscal policy has affected investments during some recent administrations:</p><h3 id=\"id_4020847738\">Ronald Reagan, 1981-89</h3><p>President Ronald Reagan’s 1981 tax cuts contributed to a sharply higher federal deficit by the midpoint of his two-term administration. It reached as high as 5.7% of GDP in 1983—enough to prompt concern among investors. In that year, economist Edward Yardeni coined the term “bond vigilantes” for investors who will demand higher rates to buy Treasurys to compensate for the risks tied to budget imbalances and inflation.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cbdfe1cd1c5cced66a0b5f1aba14e6eb\" tg-width=\"582\" tg-height=\"246\"/></p><p> “The idea of the bond vigilantes is that they intervene and maintain law and order if monetary and fiscal policy aren’t going to do it,” he said in a recent interview. “In the ’80s, I think it actually had more to do with a fear that inflation would make a comeback than it had to do with the deficit.” </p><p style=\"text-align: start;\">The 10-year Treasury yield peaked above 15% in Reagan’s first year, because of the Federal Reserve’s Volcker-era inflation fight. The combination of high rates and expansive fiscal policy attracted overseas money. The dollar got so strong that a group of developed countries agreed to deliberately weaken it during a 1985 meeting in Manhattan’s Plaza Hotel.</p><h3 id=\"id_2583688440\" style=\"text-align: start;\">George H.W. Bush, 1989-93</h3><p style=\"text-align: start;\">Deficit reduction then became a priority in Washington, D.C. President George H.W. Bush reneged on his “No new taxes” pledge after concluding that any agreement to cut the national deficit would need both spending cuts and tax increases.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eadcdfdc3a2565505cd056c16c1c8798\" tg-width=\"577\" tg-height=\"252\"/></p><p>“In ’81 we passed the giant tax cut. And by ’82 it was pretty clear they had gone way too far. And so from ’83 to ’97, across three administrations, all we did was deficit reduction,” said Marc Goldwein, senior policy director for the Committee for a Responsible Federal Budget. </p><p style=\"text-align: start;\">The deficit as a share of GDP peaked around 4.4% after the 1991 recession before falling to 3.7% by the end of 1993. The 10-year Treasury yield fell nearly 2.5 percentage points to around 6.4% at the end of Bush’s term.</p><h3 id=\"id_1646595010\" style=\"text-align: start;\">Bill Clinton, 1993-2001</h3><p style=\"text-align: start;\">Entering the White House in 1993, Bill Clinton was caught between campaign promises to reduce the deficit and to deliver a middle-class tax cut. Economic advisers including Robert Rubin convinced Clinton to prioritize deficit reduction to help bring down longer-term Treasury yields. That prompted political adviser James Carville’s quip that he would like to be reincarnated as the bond market because “you can intimidate everybody.”</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b4ea1b3f23c818b57de82811ca09f160\" tg-width=\"573\" tg-height=\"252\"/></p><p>It wasn’t a completely smooth ride: the 10-year yield surged above 8% in 1994 when the Fed was aggressively raising short-term rates. But yields retreated again afterward, as the Clinton-era boom briefly turned the deficit into a surplus.</p><p style=\"text-align: start;\">“The world actually behaved the way economists think it should—you cut deficits, interest rates fall, you get more investment,” said David Wessel, director of the Hutchins Center on Fiscal and Monetary Policy at the Brookings Institution.</p><h3 id=\"id_978368608\" style=\"text-align: start;\">George W. Bush, 2001-09</h3><p style=\"text-align: start;\">Deficits grew to records after the Bush administration’s tax cuts in 2001 and 2003, and a major increase in military spending that followed the Sept. 11 terrorist attacks in 2001. Stocks mostly rebounded from the dot-com collapse and short-term rates topped 5%. </p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7fd3f6e0a777cc17dbb8e51d908d3bf1\" tg-width=\"575\" tg-height=\"250\"/></p><p>Then the collapse of the housing market fueled the financial crisis of 2008-09. Stocks plunged, and the Fed cut short-term rates to zero.</p><h3 id=\"id_3541661090\" style=\"text-align: start;\">Barack Obama, 2009-17</h3><p style=\"text-align: start;\">Deficits soared again when the Obama administration launched early stimulus packages to help revive the economy. But tighter fiscal policy followed, which some economists blame for a slow recovery. </p><p style=\"text-align: start;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1a54e31e5d8b944aa5bc759692c4eb72\" tg-width=\"575\" tg-height=\"249\"/></p><p style=\"text-align: start;\">Rates stayed near zero and the Fed bought bonds to ease strains on the banking system. That helped support stocks, while easy borrowing conditions helped fuel the technology boom. </p><p style=\"text-align: start;\">Political brinkmanship around the debt ceiling in 2011, however, led to fears of a missed payment on Treasurys, the world’s safest investment, and sparked a credit downgrade of the U.S.</p><p style=\"text-align: start;\">Stocks fell and investors sheltered in Treasurys before a deal was reached.</p><h3 id=\"id_2940178689\" style=\"text-align: start;\">Donald Trump, 2017-21</h3><p style=\"text-align: start;\">The Trump administration’s early tax cuts put the deficit as a share of GDP back on the rise. Shares of banks, industrials and smaller firms soared along with bond yields, in what investors called the “reflation trade.” Stocks hit records. </p><p style=\"text-align: start;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c5df7fdaf79f6214d1362943281805ac\" tg-width=\"577\" tg-height=\"250\"/></p><p style=\"text-align: start;\">The unprecedented response to the Covid-19 pandemic in Trump’s final year then widened the deficit again. A multitrillion-dollar bipartisan spending package kick-started a furious economic recovery, and sent the deficit as a share of GDP to the highest level since World War II. </p><p style=\"text-align: start;\">Stocks recovered quickly after the Fed cut rates near zero. Treasury yields hit rock bottom.</p><h3 id=\"id_1699535922\" style=\"text-align: start;\">Joseph Biden, 2021-present</h3><p style=\"text-align: start;\">The Biden administration kept the spending rolling. The Fed began rapidly hiking interest rates to combat inflation, driving up the government’s interest costs. Meanwhile, tax revenues slipped. </p><p style=\"text-align: start;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b38f86e49f8d12fba5fdf0715acbb3e8\" tg-width=\"578\" tg-height=\"269\"/></p><p style=\"text-align: start;\">The government sold more bonds to cover the gap, exacerbating a bond rout that sent the 10-year yield to 5%. Officials shifted the mix of borrowing a little toward debt with shorter maturities, helping calm markets.</p><p style=\"text-align: start;\">Wall Street has since had little trouble absorbing the government’s borrowing binge. </p><p style=\"text-align: start;\">Ongoing economic strength—and the prospect of bigger deficits under the next Trump administration—have helped drive bond yields higher in recent months. But some investors said that could still boost markets for some time. </p><p style=\"text-align: start;\">“Generally speaking, deficit spending adds to corporate profits,” said Sonu Varghese, global macro strategist at Carson Group. “Where things could get hairy is if the bond market feels like now rates have to be higher for longer, and that starts to crimp investment spending.”</p><p style=\"text-align: start;\"><em>Note: Asset performance provided by Dow Jones Market Data except the S&amp;P 500 total return for Reagan’s presidency, which was provided by S&amp;P Dow Jones Indices. Total returns for Treasurys are based on the Bloomberg US Treasury Index. Both Treasurys and the Reagan-era total stock returns are based on monthly readings and don’t correspond precisely with inaugurations. Asset performance refers to either four-year or eight-year periods, depending on the presidency.</em><br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index","QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199718053","content_text":"Worries about government deficits are making one of their periodic tours of Wall Street.Investors say the prospect of bigger budget imbalances in the second Trump administration are a factor behind the recent climb in Treasury yields, which help set borrowing costs throughout the economy. This year’s projected budget deficit of $1.9 trillion is already likely to reach more than 6% of economic output, a threshold crossed previously only during World War II, the 2008-09 financial crisis and the Covid-19 pandemic. Yet stocks keep hitting records.With President-elect Trump’s proposed tax cuts—and soaring Social Security and Medicare costs—projected to keep annual deficits at a historically high level, the debate over deficits is raging anew. Here’s a look at how fiscal policy has affected investments during some recent administrations:Ronald Reagan, 1981-89President Ronald Reagan’s 1981 tax cuts contributed to a sharply higher federal deficit by the midpoint of his two-term administration. It reached as high as 5.7% of GDP in 1983—enough to prompt concern among investors. In that year, economist Edward Yardeni coined the term “bond vigilantes” for investors who will demand higher rates to buy Treasurys to compensate for the risks tied to budget imbalances and inflation. “The idea of the bond vigilantes is that they intervene and maintain law and order if monetary and fiscal policy aren’t going to do it,” he said in a recent interview. “In the ’80s, I think it actually had more to do with a fear that inflation would make a comeback than it had to do with the deficit.” The 10-year Treasury yield peaked above 15% in Reagan’s first year, because of the Federal Reserve’s Volcker-era inflation fight. The combination of high rates and expansive fiscal policy attracted overseas money. The dollar got so strong that a group of developed countries agreed to deliberately weaken it during a 1985 meeting in Manhattan’s Plaza Hotel.George H.W. Bush, 1989-93Deficit reduction then became a priority in Washington, D.C. President George H.W. Bush reneged on his “No new taxes” pledge after concluding that any agreement to cut the national deficit would need both spending cuts and tax increases.“In ’81 we passed the giant tax cut. And by ’82 it was pretty clear they had gone way too far. And so from ’83 to ’97, across three administrations, all we did was deficit reduction,” said Marc Goldwein, senior policy director for the Committee for a Responsible Federal Budget. The deficit as a share of GDP peaked around 4.4% after the 1991 recession before falling to 3.7% by the end of 1993. The 10-year Treasury yield fell nearly 2.5 percentage points to around 6.4% at the end of Bush’s term.Bill Clinton, 1993-2001Entering the White House in 1993, Bill Clinton was caught between campaign promises to reduce the deficit and to deliver a middle-class tax cut. Economic advisers including Robert Rubin convinced Clinton to prioritize deficit reduction to help bring down longer-term Treasury yields. That prompted political adviser James Carville’s quip that he would like to be reincarnated as the bond market because “you can intimidate everybody.”It wasn’t a completely smooth ride: the 10-year yield surged above 8% in 1994 when the Fed was aggressively raising short-term rates. But yields retreated again afterward, as the Clinton-era boom briefly turned the deficit into a surplus.“The world actually behaved the way economists think it should—you cut deficits, interest rates fall, you get more investment,” said David Wessel, director of the Hutchins Center on Fiscal and Monetary Policy at the Brookings Institution.George W. Bush, 2001-09Deficits grew to records after the Bush administration’s tax cuts in 2001 and 2003, and a major increase in military spending that followed the Sept. 11 terrorist attacks in 2001. Stocks mostly rebounded from the dot-com collapse and short-term rates topped 5%. Then the collapse of the housing market fueled the financial crisis of 2008-09. Stocks plunged, and the Fed cut short-term rates to zero.Barack Obama, 2009-17Deficits soared again when the Obama administration launched early stimulus packages to help revive the economy. But tighter fiscal policy followed, which some economists blame for a slow recovery. Rates stayed near zero and the Fed bought bonds to ease strains on the banking system. That helped support stocks, while easy borrowing conditions helped fuel the technology boom. Political brinkmanship around the debt ceiling in 2011, however, led to fears of a missed payment on Treasurys, the world’s safest investment, and sparked a credit downgrade of the U.S.Stocks fell and investors sheltered in Treasurys before a deal was reached.Donald Trump, 2017-21The Trump administration’s early tax cuts put the deficit as a share of GDP back on the rise. Shares of banks, industrials and smaller firms soared along with bond yields, in what investors called the “reflation trade.” Stocks hit records. The unprecedented response to the Covid-19 pandemic in Trump’s final year then widened the deficit again. A multitrillion-dollar bipartisan spending package kick-started a furious economic recovery, and sent the deficit as a share of GDP to the highest level since World War II. Stocks recovered quickly after the Fed cut rates near zero. Treasury yields hit rock bottom.Joseph Biden, 2021-presentThe Biden administration kept the spending rolling. The Fed began rapidly hiking interest rates to combat inflation, driving up the government’s interest costs. Meanwhile, tax revenues slipped. The government sold more bonds to cover the gap, exacerbating a bond rout that sent the 10-year yield to 5%. Officials shifted the mix of borrowing a little toward debt with shorter maturities, helping calm markets.Wall Street has since had little trouble absorbing the government’s borrowing binge. Ongoing economic strength—and the prospect of bigger deficits under the next Trump administration—have helped drive bond yields higher in recent months. But some investors said that could still boost markets for some time. “Generally speaking, deficit spending adds to corporate profits,” said Sonu Varghese, global macro strategist at Carson Group. “Where things could get hairy is if the bond market feels like now rates have to be higher for longer, and that starts to crimp investment spending.”Note: Asset performance provided by Dow Jones Market Data except the S&P 500 total return for Reagan’s presidency, which was provided by S&P Dow Jones Indices. Total returns for Treasurys are based on the Bloomberg US Treasury Index. Both Treasurys and the Reagan-era total stock returns are based on monthly readings and don’t correspond precisely with inaugurations. Asset performance refers to either four-year or eight-year periods, depending on the presidency.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374575371944296,"gmtCreate":1732489568196,"gmtModify":1732489570372,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374575371944296","repostId":"1168114956","repostType":2,"repost":{"id":"1168114956","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1732424113,"share":"https://ttm.financial/m/news/1168114956?lang=&edition=fundamental","pubTime":"2024-11-24 12:55","market":"us","language":"en","title":"Weekly Winners｜SMCI Soars 78%; Unity Surges 36%; MicroStrategy Jumps 24%","url":"https://stock-news.laohu8.com/highlight/detail?id=1168114956","media":"Tiger Newspress","summary":"This week, which stocks dragged?","content":"<html><head></head><body><p>This week, which stocks dragged? <em>Weekly Winners</em> column keeps up with market trends, helping Tigers sort out the week&#39;s hottest sectors, stock winners and important news.</p><p>Below are the top 10 US stock gainers with a market cap above $6 billion for the week ended Nov. 22:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9c0ed24fee59c2aa907d330a25aa9200\" title=\"\" tg-width=\"590\" tg-height=\"289\"/></p><h3 id=\"id_349173794\">Super Micro&#39;s Stock Had a Historic Week - but It&#39;s Still 70% off Its Highs</h3><p><a href=\"https://laohu8.com/S/SMCI\">SUPER MICRO COMPUTER INC</a>&#39;s investors have gotten some relief this week, as the beleaguered server maker said it has a new auditor and has submitted a plan to the Nasdaq for how it intends to get current with filing requirements.</p><p>That&#39;s translated into a 78% weekly surge in Super Micro&#39;s stock, the biggest weekly gain on record. That increase is more than double the prior weekly record of 33.5%, which was seen in the week that ended May 26, 2023.</p><p>Still, the stock is off from its former glory, down 72% from its March closing high. At one point, Super Micro shares were up more than 300% on the year, but now they&#39;re up only 17% in 2024, after recently clawing back into positive territory.</p><h3 id=\"id_4165659878\" style=\"text-align: start;\">Michael Saylor Reveals MicroStrategy Is &#39;Making $500M A Day&#39; With Bitcoin</h3><p><a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a> co-founder Michael Saylor has revealed that the company is minting $500 million a day as Bitcoin inches closer to $100,000 for the first time in its history.</p><p>Saylor, who has been all-in on Bitcoin for years now, has revealed an insane statistic – MicroStrategy&#39;s holdings of the top cryptocurrency have appreciated by as much as $5.4 billion over the last two weeks.</p><p>In an interview with CNBC, Saylor broke down MicroStrategy&#39;s gains, saying, &#34;We&#39;re making $500 million a day. I&#39;m staring at my screen and we&#39;re selling dollar bills for $3, sometimes a million times a minute.&#34;</p><h3 id=\"id_758959446\" style=\"text-align: left;\">Morgan Stanley Maintains Unity Software With Buy Rating, Maintains Target Price $24</h3><p>On Wednesday, white-shoe investment bank <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> published a new note on <a href=\"https://laohu8.com/S/U\">Unity Software Inc.</a> authored by Matthew Cost. The pundit reiterated his overweight (buy) recommendation on the stock and his $24-per-share price target.</p><p style=\"text-align: start;\">Cost&#39;s latest take on the highly specialized tech company came after a series of investor meetings with CEO Matt Bromberg. According to reports, Bromberg went into some detail about a new advertising model slated to debut in 2025 that will positively affect the company&#39;s &#34;grow solutions&#34; business.</p><p>Additionally, Unity is hard at work developing a neural network that will take advantage of the copious data Unity has been able to compile. Finally, management aims to streamline its varied advertising efforts into one stack, part of an overall move to rationalize its operations and save costs.</p><h3 id=\"id_2757651349\">Snowflake Shares Surge on Rosy Forecast, AI Deal with Anthropic</h3><p><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>&#39;s shares surged more than 28% on Thursday after the data analytics provider raised its annual product revenue forecast, signaling growing demand for cloud-based data storage and analytics.</p><p>Snowflake announced a partnership with Anthropic on Wednesday, which will allow its customers to enhance their AI applications using Anthropic&#39;s large language models on Snowflake&#39;s cloud-based data platforms.</p><p>The company expects product revenue of $3.43 billion for 2025, compared with its previous forecast of $3.36 billion.</p><h3 id=\"id_3032372953\">Williams-Sonoma’s Stock Rockets to All-Time High as Market-Share Gains Fuel Earnings Beat</h3><p><a href=\"https://laohu8.com/S/WSM\">Williams-Sonoma</a>’s stock rose nearly 28% to an all-time high on Wednesday after the home-goods retailer reported improved sales and market-share gains, as well as stronger-than-expected profit, despite a “difficult environment.”</p><p>Williams-Sonoma<strong> </strong>said its performance exceeded its projections as its operating profit margin rose to 17.8% from 17% last year. It also raised its operating margin outlook by 40 basis points to a range of 17.8% to 18.2% for the year.</p><p>The company said its board approved a new $1 billion stock-buyback plan in September.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Weekly Winners｜SMCI Soars 78%; Unity Surges 36%; MicroStrategy Jumps 24%</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\">\nWeekly Winners｜SMCI Soars 78%; Unity Surges 36%; MicroStrategy Jumps 24%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-11-24 12:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>This week, which stocks dragged? <em>Weekly Winners</em> column keeps up with market trends, helping Tigers sort out the week&#39;s hottest sectors, stock winners and important news.</p><p>Below are the top 10 US stock gainers with a market cap above $6 billion for the week ended Nov. 22:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9c0ed24fee59c2aa907d330a25aa9200\" title=\"\" tg-width=\"590\" tg-height=\"289\"/></p><h3 id=\"id_349173794\">Super Micro&#39;s Stock Had a Historic Week - but It&#39;s Still 70% off Its Highs</h3><p><a href=\"https://laohu8.com/S/SMCI\">SUPER MICRO COMPUTER INC</a>&#39;s investors have gotten some relief this week, as the beleaguered server maker said it has a new auditor and has submitted a plan to the Nasdaq for how it intends to get current with filing requirements.</p><p>That&#39;s translated into a 78% weekly surge in Super Micro&#39;s stock, the biggest weekly gain on record. That increase is more than double the prior weekly record of 33.5%, which was seen in the week that ended May 26, 2023.</p><p>Still, the stock is off from its former glory, down 72% from its March closing high. At one point, Super Micro shares were up more than 300% on the year, but now they&#39;re up only 17% in 2024, after recently clawing back into positive territory.</p><h3 id=\"id_4165659878\" style=\"text-align: start;\">Michael Saylor Reveals MicroStrategy Is &#39;Making $500M A Day&#39; With Bitcoin</h3><p><a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a> co-founder Michael Saylor has revealed that the company is minting $500 million a day as Bitcoin inches closer to $100,000 for the first time in its history.</p><p>Saylor, who has been all-in on Bitcoin for years now, has revealed an insane statistic – MicroStrategy&#39;s holdings of the top cryptocurrency have appreciated by as much as $5.4 billion over the last two weeks.</p><p>In an interview with CNBC, Saylor broke down MicroStrategy&#39;s gains, saying, &#34;We&#39;re making $500 million a day. I&#39;m staring at my screen and we&#39;re selling dollar bills for $3, sometimes a million times a minute.&#34;</p><h3 id=\"id_758959446\" style=\"text-align: left;\">Morgan Stanley Maintains Unity Software With Buy Rating, Maintains Target Price $24</h3><p>On Wednesday, white-shoe investment bank <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> published a new note on <a href=\"https://laohu8.com/S/U\">Unity Software Inc.</a> authored by Matthew Cost. The pundit reiterated his overweight (buy) recommendation on the stock and his $24-per-share price target.</p><p style=\"text-align: start;\">Cost&#39;s latest take on the highly specialized tech company came after a series of investor meetings with CEO Matt Bromberg. According to reports, Bromberg went into some detail about a new advertising model slated to debut in 2025 that will positively affect the company&#39;s &#34;grow solutions&#34; business.</p><p>Additionally, Unity is hard at work developing a neural network that will take advantage of the copious data Unity has been able to compile. Finally, management aims to streamline its varied advertising efforts into one stack, part of an overall move to rationalize its operations and save costs.</p><h3 id=\"id_2757651349\">Snowflake Shares Surge on Rosy Forecast, AI Deal with Anthropic</h3><p><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>&#39;s shares surged more than 28% on Thursday after the data analytics provider raised its annual product revenue forecast, signaling growing demand for cloud-based data storage and analytics.</p><p>Snowflake announced a partnership with Anthropic on Wednesday, which will allow its customers to enhance their AI applications using Anthropic&#39;s large language models on Snowflake&#39;s cloud-based data platforms.</p><p>The company expects product revenue of $3.43 billion for 2025, compared with its previous forecast of $3.36 billion.</p><h3 id=\"id_3032372953\">Williams-Sonoma’s Stock Rockets to All-Time High as Market-Share Gains Fuel Earnings Beat</h3><p><a href=\"https://laohu8.com/S/WSM\">Williams-Sonoma</a>’s stock rose nearly 28% to an all-time high on Wednesday after the home-goods retailer reported improved sales and market-share gains, as well as stronger-than-expected profit, despite a “difficult environment.”</p><p>Williams-Sonoma<strong> </strong>said its performance exceeded its projections as its operating profit margin rose to 17.8% from 17% last year. It also raised its operating margin outlook by 40 basis points to a range of 17.8% to 18.2% for the year.</p><p>The company said its board approved a new $1 billion stock-buyback plan in September.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","U":"Unity Software Inc.","MSTR":"MicroStrategy","WSM":"Williams-Sonoma Inc","AUR":"Aurora Innovation","TPL":"Texas Pacific Land Trust Sub Sha","SMCI":"超微电脑","ESTC":"Elastic N.V.","GLBE":"Global-E Online Ltd.","AS":"亚玛芬体育"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168114956","content_text":"This week, which stocks dragged? Weekly Winners column keeps up with market trends, helping Tigers sort out the week's hottest sectors, stock winners and important news.Below are the top 10 US stock gainers with a market cap above $6 billion for the week ended Nov. 22:Super Micro's Stock Had a Historic Week - but It's Still 70% off Its HighsSUPER MICRO COMPUTER INC's investors have gotten some relief this week, as the beleaguered server maker said it has a new auditor and has submitted a plan to the Nasdaq for how it intends to get current with filing requirements.That's translated into a 78% weekly surge in Super Micro's stock, the biggest weekly gain on record. That increase is more than double the prior weekly record of 33.5%, which was seen in the week that ended May 26, 2023.Still, the stock is off from its former glory, down 72% from its March closing high. At one point, Super Micro shares were up more than 300% on the year, but now they're up only 17% in 2024, after recently clawing back into positive territory.Michael Saylor Reveals MicroStrategy Is 'Making $500M A Day' With BitcoinMicroStrategy co-founder Michael Saylor has revealed that the company is minting $500 million a day as Bitcoin inches closer to $100,000 for the first time in its history.Saylor, who has been all-in on Bitcoin for years now, has revealed an insane statistic – MicroStrategy's holdings of the top cryptocurrency have appreciated by as much as $5.4 billion over the last two weeks.In an interview with CNBC, Saylor broke down MicroStrategy's gains, saying, \"We're making $500 million a day. I'm staring at my screen and we're selling dollar bills for $3, sometimes a million times a minute.\"Morgan Stanley Maintains Unity Software With Buy Rating, Maintains Target Price $24On Wednesday, white-shoe investment bank Morgan Stanley published a new note on Unity Software Inc. authored by Matthew Cost. The pundit reiterated his overweight (buy) recommendation on the stock and his $24-per-share price target.Cost's latest take on the highly specialized tech company came after a series of investor meetings with CEO Matt Bromberg. According to reports, Bromberg went into some detail about a new advertising model slated to debut in 2025 that will positively affect the company's \"grow solutions\" business.Additionally, Unity is hard at work developing a neural network that will take advantage of the copious data Unity has been able to compile. Finally, management aims to streamline its varied advertising efforts into one stack, part of an overall move to rationalize its operations and save costs.Snowflake Shares Surge on Rosy Forecast, AI Deal with AnthropicSnowflake's shares surged more than 28% on Thursday after the data analytics provider raised its annual product revenue forecast, signaling growing demand for cloud-based data storage and analytics.Snowflake announced a partnership with Anthropic on Wednesday, which will allow its customers to enhance their AI applications using Anthropic's large language models on Snowflake's cloud-based data platforms.The company expects product revenue of $3.43 billion for 2025, compared with its previous forecast of $3.36 billion.Williams-Sonoma’s Stock Rockets to All-Time High as Market-Share Gains Fuel Earnings BeatWilliams-Sonoma’s stock rose nearly 28% to an all-time high on Wednesday after the home-goods retailer reported improved sales and market-share gains, as well as stronger-than-expected profit, despite a “difficult environment.”Williams-Sonoma said its performance exceeded its projections as its operating profit margin rose to 17.8% from 17% last year. It also raised its operating margin outlook by 40 basis points to a range of 17.8% to 18.2% for the year.The company said its board approved a new $1 billion stock-buyback plan in September.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374702546657288,"gmtCreate":1732489552691,"gmtModify":1732489556730,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374702546657288","repostId":"1124263013","repostType":2,"repost":{"id":"1124263013","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1732437977,"share":"https://ttm.financial/m/news/1124263013?lang=&edition=fundamental","pubTime":"2024-11-24 16:46","market":"us","language":"en","title":"AI’s Future and Nvidia’s Fortunes Ride on the Race to Pack More Chips Into One Place","url":"https://stock-news.laohu8.com/highlight/detail?id=1124263013","media":"Dow Jones","summary":"Tech titans have a new way to measure who is winning in the race for AI supremacy: who can put the most  $NVIDIA Corp(NVDA)$ chips in one place.Companies that run big data centers have been vying for ","content":"<html><head></head><body><p>Tech titans have a new way to measure who is winning in the race for AI supremacy: who can put the most  <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> chips in one place.</p><p>Companies that run big data centers have been vying for the past two years to buy up the artificial-intelligence processors that are Nvidia’s specialty. Now some of the most ambitious players are escalating those efforts by building so-called super clusters of computer servers that cost billions of dollars and contain unprecedented numbers of Nvidia’s most advanced chips.</p><p style=\"text-align: start;\">Elon Musk’s xAI built a supercomputer it calls Colossus—with 100,000 of Nvidia’s Hopper AI chips—in Memphis in a matter of months. Meta Chief Executive Mark Zuckerberg said last month that his company was already training its most advanced AI models with a conglomeration of chips he called “bigger than anything I’ve seen reported for what others are doing.” </p><p style=\"text-align: start;\">A year ago, clusters of tens of thousands of chips were seen as very large. OpenAI used around 10,000 of Nvidia’s chips to train the version of ChatGPT it launched in late 2022, UBS analysts estimate.</p><p style=\"text-align: start;\">Such a push toward larger super clusters could help Nvidia sustain a growth trajectory that has seen it rise from about $7 billion of quarterly revenue two years ago to more than $35 billion today. That jump has helped make it the world’s most-valuable publicly listed company, with a market capitalization of more than $3.5 trillion.</p><p style=\"text-align: start;\">Installing many chips in one place, linked together by superfast networking cables, has so far produced larger AI models at faster rates. But there are questions about whether ever-bigger super clusters will continue to translate into smarter chatbots and more convincing image-generation tools.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e64ab119e59c937d62080d1e65ccd4a9\" tg-width=\"700\" tg-height=\"466\"/></p><p>The continuation of the AI boom for Nvidia also depends in great measure on how the largest clusters of chips pan out. The trend promises not only a wave of buying for its chips but also fosters demand for Nvidia’s networking equipment, which is fast becoming a significant business and brings in billions of dollars of sales each year.</p><p style=\"text-align: start;\">Nvidia Chief Executive Jensen Huang said in a call with analysts following its earnings Wednesday that there was still plenty of room for so-called AI foundation models to improve with larger-scale computing setups. He predicted continued investment as the company transitions to its next-generation AI chips, called Blackwell, which are several times as powerful as its current chips.</p><p style=\"text-align: start;\">Huang said that while the biggest clusters for training for giant AI models now top out at around 100,000 of Nvidia’s current chips, “the next generation starts at around 100,000 Blackwells. And so that gives you a sense of where the industry is moving.”</p><p style=\"text-align: start;\">The stakes are high for companies such as xAI and Meta, which are racing against each other for computing-power bragging rights but are also gambling that having more of Nvidia’s chips, called GPUs, will translate into commensurately better AI models. </p><p style=\"text-align: start;\">“There is no evidence that this will scale to a million chips and a $100 billion system, but there is the observation that they have scaled extremely well all the way from just dozens of chips to 100,000,” said Dylan Patel, the chief analyst at SemiAnalysis, a research firm.</p><p style=\"text-align: start;\">In addition to xAI and Meta, OpenAI and Microsoft have been working to build up significant new computing facilities for AI. Google is building massive data centers to house chips that drive its AI strategy.</p><p style=\"text-align: start;\">Huang marveled on a podcast last month at the speed with which Musk had built his Colossus cluster and affirmed that more, larger ones were on the way. He pointed to efforts to train models distributed across multiple data centers.</p><p style=\"text-align: start;\">“Do we think that we need millions of GPUs? No doubt,” Huang said. “That is a certainty now. And the question is how do we architect it from a data center perspective.”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/017c2b51e70eba2986f67a2de266b87f\" tg-width=\"700\" tg-height=\"478\"/></p><p style=\"text-align: start;\">Unprecedented super clusters are already getting airplay. Musk posted last month on his social-media platform X that his 100,000-chip Colossus super cluster was “soon to become” a 200,000-chip cluster in a single building. He also posted in June that the next step would probably be a 300,000-chip cluster of Nvidia’s newest chips next summer.</p><p style=\"text-align: start;\">The rise of super clusters comes as their operators prepare for the Blackwell chips, which are set to start shipping out in the next couple of months. They are estimated to cost around $30,000 each, meaning a cluster of 100,000 would cost $3 billion, not counting the price of the power-generation infrastructure and IT equipment around the chips.</p><p style=\"text-align: start;\">Those dollar figures make building up super clusters with ever more chips something of a gamble, industry insiders say, given that it isn’t clear that they will improve AI models to a degree that justifies their cost.</p><p style=\"text-align: start;\">New engineering challenges also often arise with larger clusters. Meta researchers said in a July paper that a cluster of more than 16,000 of Nvidia’s GPUs suffered from unexpected failures of chips and other components routinely as the company trained an advanced version of its Llama model over 54 days.</p><p style=\"text-align: start;\">Keeping Nvidia’s chips cool is a major challenge as clusters of power-hungry chips become packed more closely together, industry executives say, part of the reason there is a shift toward liquid cooling where refrigerant is piped directly to chips to keep them from overheating.</p><p style=\"text-align: start;\">And the sheer size of the super clusters requires a stepped-up level of management of those chips when they fail. Mark Adams, chief executive of Penguin Solutions, a company that helps set up and operate computing infrastructure, said elevated complexity in running large clusters of chips inevitably throws up problems.</p><p style=\"text-align: start;\">“When you look at everything that can go wrong, you could be utilizing half of what your capital expenditure was because of all these things that can break down,” he said.<br/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI’s Future and Nvidia’s Fortunes Ride on the Race to Pack More Chips Into One Place</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI’s Future and Nvidia’s Fortunes Ride on the Race to Pack More Chips Into One Place\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-24 16:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tech titans have a new way to measure who is winning in the race for AI supremacy: who can put the most  <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> chips in one place.</p><p>Companies that run big data centers have been vying for the past two years to buy up the artificial-intelligence processors that are Nvidia’s specialty. Now some of the most ambitious players are escalating those efforts by building so-called super clusters of computer servers that cost billions of dollars and contain unprecedented numbers of Nvidia’s most advanced chips.</p><p style=\"text-align: start;\">Elon Musk’s xAI built a supercomputer it calls Colossus—with 100,000 of Nvidia’s Hopper AI chips—in Memphis in a matter of months. Meta Chief Executive Mark Zuckerberg said last month that his company was already training its most advanced AI models with a conglomeration of chips he called “bigger than anything I’ve seen reported for what others are doing.” </p><p style=\"text-align: start;\">A year ago, clusters of tens of thousands of chips were seen as very large. OpenAI used around 10,000 of Nvidia’s chips to train the version of ChatGPT it launched in late 2022, UBS analysts estimate.</p><p style=\"text-align: start;\">Such a push toward larger super clusters could help Nvidia sustain a growth trajectory that has seen it rise from about $7 billion of quarterly revenue two years ago to more than $35 billion today. That jump has helped make it the world’s most-valuable publicly listed company, with a market capitalization of more than $3.5 trillion.</p><p style=\"text-align: start;\">Installing many chips in one place, linked together by superfast networking cables, has so far produced larger AI models at faster rates. But there are questions about whether ever-bigger super clusters will continue to translate into smarter chatbots and more convincing image-generation tools.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e64ab119e59c937d62080d1e65ccd4a9\" tg-width=\"700\" tg-height=\"466\"/></p><p>The continuation of the AI boom for Nvidia also depends in great measure on how the largest clusters of chips pan out. The trend promises not only a wave of buying for its chips but also fosters demand for Nvidia’s networking equipment, which is fast becoming a significant business and brings in billions of dollars of sales each year.</p><p style=\"text-align: start;\">Nvidia Chief Executive Jensen Huang said in a call with analysts following its earnings Wednesday that there was still plenty of room for so-called AI foundation models to improve with larger-scale computing setups. He predicted continued investment as the company transitions to its next-generation AI chips, called Blackwell, which are several times as powerful as its current chips.</p><p style=\"text-align: start;\">Huang said that while the biggest clusters for training for giant AI models now top out at around 100,000 of Nvidia’s current chips, “the next generation starts at around 100,000 Blackwells. And so that gives you a sense of where the industry is moving.”</p><p style=\"text-align: start;\">The stakes are high for companies such as xAI and Meta, which are racing against each other for computing-power bragging rights but are also gambling that having more of Nvidia’s chips, called GPUs, will translate into commensurately better AI models. </p><p style=\"text-align: start;\">“There is no evidence that this will scale to a million chips and a $100 billion system, but there is the observation that they have scaled extremely well all the way from just dozens of chips to 100,000,” said Dylan Patel, the chief analyst at SemiAnalysis, a research firm.</p><p style=\"text-align: start;\">In addition to xAI and Meta, OpenAI and Microsoft have been working to build up significant new computing facilities for AI. Google is building massive data centers to house chips that drive its AI strategy.</p><p style=\"text-align: start;\">Huang marveled on a podcast last month at the speed with which Musk had built his Colossus cluster and affirmed that more, larger ones were on the way. He pointed to efforts to train models distributed across multiple data centers.</p><p style=\"text-align: start;\">“Do we think that we need millions of GPUs? No doubt,” Huang said. “That is a certainty now. And the question is how do we architect it from a data center perspective.”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/017c2b51e70eba2986f67a2de266b87f\" tg-width=\"700\" tg-height=\"478\"/></p><p style=\"text-align: start;\">Unprecedented super clusters are already getting airplay. Musk posted last month on his social-media platform X that his 100,000-chip Colossus super cluster was “soon to become” a 200,000-chip cluster in a single building. He also posted in June that the next step would probably be a 300,000-chip cluster of Nvidia’s newest chips next summer.</p><p style=\"text-align: start;\">The rise of super clusters comes as their operators prepare for the Blackwell chips, which are set to start shipping out in the next couple of months. They are estimated to cost around $30,000 each, meaning a cluster of 100,000 would cost $3 billion, not counting the price of the power-generation infrastructure and IT equipment around the chips.</p><p style=\"text-align: start;\">Those dollar figures make building up super clusters with ever more chips something of a gamble, industry insiders say, given that it isn’t clear that they will improve AI models to a degree that justifies their cost.</p><p style=\"text-align: start;\">New engineering challenges also often arise with larger clusters. Meta researchers said in a July paper that a cluster of more than 16,000 of Nvidia’s GPUs suffered from unexpected failures of chips and other components routinely as the company trained an advanced version of its Llama model over 54 days.</p><p style=\"text-align: start;\">Keeping Nvidia’s chips cool is a major challenge as clusters of power-hungry chips become packed more closely together, industry executives say, part of the reason there is a shift toward liquid cooling where refrigerant is piped directly to chips to keep them from overheating.</p><p style=\"text-align: start;\">And the sheer size of the super clusters requires a stepped-up level of management of those chips when they fail. Mark Adams, chief executive of Penguin Solutions, a company that helps set up and operate computing infrastructure, said elevated complexity in running large clusters of chips inevitably throws up problems.</p><p style=\"text-align: start;\">“When you look at everything that can go wrong, you could be utilizing half of what your capital expenditure was because of all these things that can break down,” he said.<br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124263013","content_text":"Tech titans have a new way to measure who is winning in the race for AI supremacy: who can put the most  NVIDIA Corp chips in one place.Companies that run big data centers have been vying for the past two years to buy up the artificial-intelligence processors that are Nvidia’s specialty. Now some of the most ambitious players are escalating those efforts by building so-called super clusters of computer servers that cost billions of dollars and contain unprecedented numbers of Nvidia’s most advanced chips.Elon Musk’s xAI built a supercomputer it calls Colossus—with 100,000 of Nvidia’s Hopper AI chips—in Memphis in a matter of months. Meta Chief Executive Mark Zuckerberg said last month that his company was already training its most advanced AI models with a conglomeration of chips he called “bigger than anything I’ve seen reported for what others are doing.” A year ago, clusters of tens of thousands of chips were seen as very large. OpenAI used around 10,000 of Nvidia’s chips to train the version of ChatGPT it launched in late 2022, UBS analysts estimate.Such a push toward larger super clusters could help Nvidia sustain a growth trajectory that has seen it rise from about $7 billion of quarterly revenue two years ago to more than $35 billion today. That jump has helped make it the world’s most-valuable publicly listed company, with a market capitalization of more than $3.5 trillion.Installing many chips in one place, linked together by superfast networking cables, has so far produced larger AI models at faster rates. But there are questions about whether ever-bigger super clusters will continue to translate into smarter chatbots and more convincing image-generation tools.The continuation of the AI boom for Nvidia also depends in great measure on how the largest clusters of chips pan out. The trend promises not only a wave of buying for its chips but also fosters demand for Nvidia’s networking equipment, which is fast becoming a significant business and brings in billions of dollars of sales each year.Nvidia Chief Executive Jensen Huang said in a call with analysts following its earnings Wednesday that there was still plenty of room for so-called AI foundation models to improve with larger-scale computing setups. He predicted continued investment as the company transitions to its next-generation AI chips, called Blackwell, which are several times as powerful as its current chips.Huang said that while the biggest clusters for training for giant AI models now top out at around 100,000 of Nvidia’s current chips, “the next generation starts at around 100,000 Blackwells. And so that gives you a sense of where the industry is moving.”The stakes are high for companies such as xAI and Meta, which are racing against each other for computing-power bragging rights but are also gambling that having more of Nvidia’s chips, called GPUs, will translate into commensurately better AI models. “There is no evidence that this will scale to a million chips and a $100 billion system, but there is the observation that they have scaled extremely well all the way from just dozens of chips to 100,000,” said Dylan Patel, the chief analyst at SemiAnalysis, a research firm.In addition to xAI and Meta, OpenAI and Microsoft have been working to build up significant new computing facilities for AI. Google is building massive data centers to house chips that drive its AI strategy.Huang marveled on a podcast last month at the speed with which Musk had built his Colossus cluster and affirmed that more, larger ones were on the way. He pointed to efforts to train models distributed across multiple data centers.“Do we think that we need millions of GPUs? No doubt,” Huang said. “That is a certainty now. And the question is how do we architect it from a data center perspective.”Unprecedented super clusters are already getting airplay. Musk posted last month on his social-media platform X that his 100,000-chip Colossus super cluster was “soon to become” a 200,000-chip cluster in a single building. He also posted in June that the next step would probably be a 300,000-chip cluster of Nvidia’s newest chips next summer.The rise of super clusters comes as their operators prepare for the Blackwell chips, which are set to start shipping out in the next couple of months. They are estimated to cost around $30,000 each, meaning a cluster of 100,000 would cost $3 billion, not counting the price of the power-generation infrastructure and IT equipment around the chips.Those dollar figures make building up super clusters with ever more chips something of a gamble, industry insiders say, given that it isn’t clear that they will improve AI models to a degree that justifies their cost.New engineering challenges also often arise with larger clusters. Meta researchers said in a July paper that a cluster of more than 16,000 of Nvidia’s GPUs suffered from unexpected failures of chips and other components routinely as the company trained an advanced version of its Llama model over 54 days.Keeping Nvidia’s chips cool is a major challenge as clusters of power-hungry chips become packed more closely together, industry executives say, part of the reason there is a shift toward liquid cooling where refrigerant is piped directly to chips to keep them from overheating.And the sheer size of the super clusters requires a stepped-up level of management of those chips when they fail. Mark Adams, chief executive of Penguin Solutions, a company that helps set up and operate computing infrastructure, said elevated complexity in running large clusters of chips inevitably throws up problems.“When you look at everything that can go wrong, you could be utilizing half of what your capital expenditure was because of all these things that can break down,” he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374349673877544,"gmtCreate":1732403325519,"gmtModify":1732403329704,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374349673877544","repostId":"2485212639","repostType":2,"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373861288726824,"gmtCreate":1732315226141,"gmtModify":1732315228187,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373861288726824","repostId":"1130915910","repostType":4,"repost":{"id":"1130915910","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1732289700,"share":"https://ttm.financial/m/news/1130915910?lang=&edition=fundamental","pubTime":"2024-11-22 23:35","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Apple, Microsoft, Amazon, Arm, Affirm, Nike, and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1130915910","media":"Tiger Newspress","summary":"Here are Friday’s biggest calls on Wall Street:Phillip Securities downgrades Nvidia to accumulate from buyThe firm downgraded Nvidia mainly on valuation.“We downgrade BUY to ACCUMULATE due to recent p","content":"<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h2 id=\"id_689750091\" style=\"text-align: start;\">Phillip Securities downgrades Nvidia to accumulate from buy</h2><p>The firm downgraded Nvidia mainly on valuation.</p><p>“We downgrade BUY to ACCUMULATE due to recent price movements, with a higher target price of US$160 (prev. US$155).”</p><h2 id=\"id_2340405695\" style=\"text-align: start;\">Citi reiterates Apple as buy</h2><p>Citi said its survey checks show Apple’s iPhone could be a holiday winner.</p><p>“We see increasing purchase intentions (+7%) and dollar spending intentions (+6% y/y) for smartphones in the upcoming holiday season. For iPhone specifically, the results show a slight increase in consumer preference to choose iPhone.”</p><h2 id=\"id_2333793747\" style=\"text-align: start;\">Redburn Atlantic Equities reiterates Microsoft as buy</h2><p>The firm said investors should buy the dip in Microsoft shares.</p><p>“However, we are at a turning point, as the sharp rise in D&amp;A [data and analytics] acts as a leading indicator, signalling that monetisation is approaching and supporting an Azure reacceleration in 2H25. Given the recent share price weakness, the market appears to give little credit for this – a view we disagree with.”</p><h2 id=\"id_4242320185\" style=\"text-align: start;\">Truist reiterates Amazon as buy</h2><p>Truist said Amazon is well positioned heading into the holiday season.</p><p>“We believe NA [North America] revenue is tracking slightly ahead of consensus estimates QTD (thru 11/18) and at the upper-end of industry growth projections for eCom this Holiday Season.”</p><h2 id=\"id_2439754439\" style=\"text-align: start;\">Wells Fargo initiates Arm as overweight</h2><p>Wells said it sees upside to consensus for the chip stock.</p><p>“Arm’s CPUs enabled advanced computing in &gt;99% of the world’s smartphones in 2022 &amp; more than 250B chips cumulatively, powering everything from the tiniest of sensors to the most powerful supercomputers.”</p><h2 id=\"id_2858875922\" style=\"text-align: start;\">Bank of America reiterates Affirm as buy</h2><p>Bank of America said the fintech company is “firing on all cylinders.”</p><p>“AFRM enjoys scarcity value (the only pure-play publicly traded BNPL [buy now pay later] provider, although Klarna has publicly announced US IPO plans) and should also benefit from newer growth catalysts over the next 12-24 months, including Apple Pay partnership, UK launch, and Affirm Card.”</p><h2 id=\"id_1736280546\" style=\"text-align: start;\">Needham initiates Nike as buy</h2><p>Needham said it’s bullish on the company’s new CEO.</p><p>“The biggest catalyst of change is the recent CEO transition, from John Donohoe, to well-respected Nike veteran Elliott Hill. We also believe that management is clear-headed about the mistakes they’ve made, and are working aggressively to correct them.”</p><h2 id=\"id_3956195005\" style=\"text-align: start;\">Wells Fargo initiates NXP Semiconductors as overweight</h2><p>Wells said the semis company has “competitive positioning.”</p><p>“While semi demand continues to bounce along the bottom, we think NXP’s competitive positioning &amp; hybrid / geo diverse manuf strategy can drive cont’d market share gains &amp; further GM% [gross margin] leverage toward its new 57%-63% 2027 target.”</p><h2 id=\"id_2377824595\" style=\"text-align: start;\">UBS initiates Roku as neutral</h2><p>UBS said it sees a balanced risk/reward for the stock.</p><p>“With its operating system (OS) maintaining a commanding market share in many advanced markets, we see ROKU as a key enabler of the streaming ecosystem, positioning the company to capture ad spend migrating from traditional TV.”</p><h2 id=\"id_2918355737\" style=\"text-align: start;\">Piper Sandler downgrades Sunrun to neutral from overweight</h2><p>Piper said in its downgrade of the solar company that it sees too much uncertainty.</p><p>“Finally, downgrading RUN to Neutral given cash gen uncertainty (post safe-harbor) under our base case amid a higher-for-longer rate environment.”</p><h2 id=\"id_2966452328\" style=\"text-align: start;\">Baird upgrades Elastic to outperform from neutral</h2><p>Baird said the software company is an AI beneficiary.</p><p>“We are upgrading Elastic to Outperform due to a significant unexpected turnaround in execution, evident in Q2′s results, highlighted by strong commitments, healthy consumption, improved win-rates and GenAI-inflection validating our medium-term/long-term thesis.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Calls on Wall Street: Nvidia, Apple, Microsoft, Amazon, Arm, Affirm, Nike, and More</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Nvidia, Apple, Microsoft, Amazon, Arm, Affirm, Nike, and More\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-11-22 23:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h2 id=\"id_689750091\" style=\"text-align: start;\">Phillip Securities downgrades Nvidia to accumulate from buy</h2><p>The firm downgraded Nvidia mainly on valuation.</p><p>“We downgrade BUY to ACCUMULATE due to recent price movements, with a higher target price of US$160 (prev. US$155).”</p><h2 id=\"id_2340405695\" style=\"text-align: start;\">Citi reiterates Apple as buy</h2><p>Citi said its survey checks show Apple’s iPhone could be a holiday winner.</p><p>“We see increasing purchase intentions (+7%) and dollar spending intentions (+6% y/y) for smartphones in the upcoming holiday season. For iPhone specifically, the results show a slight increase in consumer preference to choose iPhone.”</p><h2 id=\"id_2333793747\" style=\"text-align: start;\">Redburn Atlantic Equities reiterates Microsoft as buy</h2><p>The firm said investors should buy the dip in Microsoft shares.</p><p>“However, we are at a turning point, as the sharp rise in D&amp;A [data and analytics] acts as a leading indicator, signalling that monetisation is approaching and supporting an Azure reacceleration in 2H25. Given the recent share price weakness, the market appears to give little credit for this – a view we disagree with.”</p><h2 id=\"id_4242320185\" style=\"text-align: start;\">Truist reiterates Amazon as buy</h2><p>Truist said Amazon is well positioned heading into the holiday season.</p><p>“We believe NA [North America] revenue is tracking slightly ahead of consensus estimates QTD (thru 11/18) and at the upper-end of industry growth projections for eCom this Holiday Season.”</p><h2 id=\"id_2439754439\" style=\"text-align: start;\">Wells Fargo initiates Arm as overweight</h2><p>Wells said it sees upside to consensus for the chip stock.</p><p>“Arm’s CPUs enabled advanced computing in &gt;99% of the world’s smartphones in 2022 &amp; more than 250B chips cumulatively, powering everything from the tiniest of sensors to the most powerful supercomputers.”</p><h2 id=\"id_2858875922\" style=\"text-align: start;\">Bank of America reiterates Affirm as buy</h2><p>Bank of America said the fintech company is “firing on all cylinders.”</p><p>“AFRM enjoys scarcity value (the only pure-play publicly traded BNPL [buy now pay later] provider, although Klarna has publicly announced US IPO plans) and should also benefit from newer growth catalysts over the next 12-24 months, including Apple Pay partnership, UK launch, and Affirm Card.”</p><h2 id=\"id_1736280546\" style=\"text-align: start;\">Needham initiates Nike as buy</h2><p>Needham said it’s bullish on the company’s new CEO.</p><p>“The biggest catalyst of change is the recent CEO transition, from John Donohoe, to well-respected Nike veteran Elliott Hill. We also believe that management is clear-headed about the mistakes they’ve made, and are working aggressively to correct them.”</p><h2 id=\"id_3956195005\" style=\"text-align: start;\">Wells Fargo initiates NXP Semiconductors as overweight</h2><p>Wells said the semis company has “competitive positioning.”</p><p>“While semi demand continues to bounce along the bottom, we think NXP’s competitive positioning &amp; hybrid / geo diverse manuf strategy can drive cont’d market share gains &amp; further GM% [gross margin] leverage toward its new 57%-63% 2027 target.”</p><h2 id=\"id_2377824595\" style=\"text-align: start;\">UBS initiates Roku as neutral</h2><p>UBS said it sees a balanced risk/reward for the stock.</p><p>“With its operating system (OS) maintaining a commanding market share in many advanced markets, we see ROKU as a key enabler of the streaming ecosystem, positioning the company to capture ad spend migrating from traditional TV.”</p><h2 id=\"id_2918355737\" style=\"text-align: start;\">Piper Sandler downgrades Sunrun to neutral from overweight</h2><p>Piper said in its downgrade of the solar company that it sees too much uncertainty.</p><p>“Finally, downgrading RUN to Neutral given cash gen uncertainty (post safe-harbor) under our base case amid a higher-for-longer rate environment.”</p><h2 id=\"id_2966452328\" style=\"text-align: start;\">Baird upgrades Elastic to outperform from neutral</h2><p>Baird said the software company is an AI beneficiary.</p><p>“We are upgrading Elastic to Outperform due to a significant unexpected turnaround in execution, evident in Q2′s results, highlighted by strong commitments, healthy consumption, improved win-rates and GenAI-inflection validating our medium-term/long-term thesis.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","ARM":"ARM Holdings Ltd","AAPL":"苹果","ESTC":"Elastic N.V.","NVDA":"英伟达","ROKU":"Roku Inc","NKE":"耐克","AMZN":"亚马逊","AFRM":"Affirm Holdings, Inc.","NXPI":"恩智浦","RUN":"Sunrun Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130915910","content_text":"Here are Friday’s biggest calls on Wall Street:Phillip Securities downgrades Nvidia to accumulate from buyThe firm downgraded Nvidia mainly on valuation.“We downgrade BUY to ACCUMULATE due to recent price movements, with a higher target price of US$160 (prev. US$155).”Citi reiterates Apple as buyCiti said its survey checks show Apple’s iPhone could be a holiday winner.“We see increasing purchase intentions (+7%) and dollar spending intentions (+6% y/y) for smartphones in the upcoming holiday season. For iPhone specifically, the results show a slight increase in consumer preference to choose iPhone.”Redburn Atlantic Equities reiterates Microsoft as buyThe firm said investors should buy the dip in Microsoft shares.“However, we are at a turning point, as the sharp rise in D&A [data and analytics] acts as a leading indicator, signalling that monetisation is approaching and supporting an Azure reacceleration in 2H25. Given the recent share price weakness, the market appears to give little credit for this – a view we disagree with.”Truist reiterates Amazon as buyTruist said Amazon is well positioned heading into the holiday season.“We believe NA [North America] revenue is tracking slightly ahead of consensus estimates QTD (thru 11/18) and at the upper-end of industry growth projections for eCom this Holiday Season.”Wells Fargo initiates Arm as overweightWells said it sees upside to consensus for the chip stock.“Arm’s CPUs enabled advanced computing in >99% of the world’s smartphones in 2022 & more than 250B chips cumulatively, powering everything from the tiniest of sensors to the most powerful supercomputers.”Bank of America reiterates Affirm as buyBank of America said the fintech company is “firing on all cylinders.”“AFRM enjoys scarcity value (the only pure-play publicly traded BNPL [buy now pay later] provider, although Klarna has publicly announced US IPO plans) and should also benefit from newer growth catalysts over the next 12-24 months, including Apple Pay partnership, UK launch, and Affirm Card.”Needham initiates Nike as buyNeedham said it’s bullish on the company’s new CEO.“The biggest catalyst of change is the recent CEO transition, from John Donohoe, to well-respected Nike veteran Elliott Hill. We also believe that management is clear-headed about the mistakes they’ve made, and are working aggressively to correct them.”Wells Fargo initiates NXP Semiconductors as overweightWells said the semis company has “competitive positioning.”“While semi demand continues to bounce along the bottom, we think NXP’s competitive positioning & hybrid / geo diverse manuf strategy can drive cont’d market share gains & further GM% [gross margin] leverage toward its new 57%-63% 2027 target.”UBS initiates Roku as neutralUBS said it sees a balanced risk/reward for the stock.“With its operating system (OS) maintaining a commanding market share in many advanced markets, we see ROKU as a key enabler of the streaming ecosystem, positioning the company to capture ad spend migrating from traditional TV.”Piper Sandler downgrades Sunrun to neutral from overweightPiper said in its downgrade of the solar company that it sees too much uncertainty.“Finally, downgrading RUN to Neutral given cash gen uncertainty (post safe-harbor) under our base case amid a higher-for-longer rate environment.”Baird upgrades Elastic to outperform from neutralBaird said the software company is an AI beneficiary.“We are upgrading Elastic to Outperform due to a significant unexpected turnaround in execution, evident in Q2′s results, highlighted by strong commitments, healthy consumption, improved win-rates and GenAI-inflection validating our medium-term/long-term thesis.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373861232144448,"gmtCreate":1732315210940,"gmtModify":1732315212871,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373861232144448","repostId":"2485549892","repostType":2,"repost":{"id":"2485549892","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1732290300,"share":"https://ttm.financial/m/news/2485549892?lang=&edition=fundamental","pubTime":"2024-11-22 23:45","market":"us","language":"en","title":"Tesla Stock Rises. It’s Been a Good Week for the EV Maker","url":"https://stock-news.laohu8.com/highlight/detail?id=2485549892","media":"Dow Jones","summary":"It’s been a quiet end to the week—so far—for Tesla stock.Shares of the electric-vehicle maker were up 1.1% at $343.50 in early trading Friday while the S&P 500 and Dow Jones Industrial Average were up","content":"<html><head></head><body><p style=\"text-align: start;\">It’s been a impressive end to the week—so far—for Tesla stock.</p><p style=\"text-align: start;\">Shares of the electric-vehicle maker were up 4.3% at $354.23 in early trading Friday while the S&amp;P 500 and Dow Jones Industrial Average were up 0.3% and 0.7%, respectively.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7b6964f8c4bdfc0391a579808dcaf3ef\" tg-width=\"537\" tg-height=\"129\"/></p><p>It’s a small move for Tesla. Shares have moved an average of about 5%, up or down, since the Nov. 5 presidential election. Coming into Friday trading, Tesla stock was up almost $90 a share adding some $280 billion to its market value.</p><p>Investors believe Tesla will benefit from CEO Elon Musk backing President-elect Donald Trump’s campaign. While Trump is likely to eliminate EV purchase tax credits, making EVs, including Teslas, less affordable, he is also likely to set a federal standard for regulating self-driving cars, making it easier to put the technology on the roads.</p><p>For the market, weak economic data from Europe hit U.S. stock futures initially. Coming into Friday trading, the S&amp;P 500 was up about 1.3% for the week.</p><p>Tesla stock was up about 6% for the week. Shares jumped almost 8% on Monday and Tuesday following reports about Trump’s plan for autonomous vehicle regulation. Tesla stock followed that up with two small losses on Wednesday and Thursday.</p><p>Recent gains left Tesla stock trading north of 100 times estimated 2025 earnings. That’s the highest valuation ratio since early 2022, according to FactSet.</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>Tesla Stock Rises. It’s Been a Good Week for the EV Maker</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\">\nTesla Stock Rises. It’s Been a Good Week for the EV Maker\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-22 23:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">It’s been a impressive end to the week—so far—for Tesla stock.</p><p style=\"text-align: start;\">Shares of the electric-vehicle maker were up 4.3% at $354.23 in early trading Friday while the S&amp;P 500 and Dow Jones Industrial Average were up 0.3% and 0.7%, respectively.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7b6964f8c4bdfc0391a579808dcaf3ef\" tg-width=\"537\" tg-height=\"129\"/></p><p>It’s a small move for Tesla. Shares have moved an average of about 5%, up or down, since the Nov. 5 presidential election. Coming into Friday trading, Tesla stock was up almost $90 a share adding some $280 billion to its market value.</p><p>Investors believe Tesla will benefit from CEO Elon Musk backing President-elect Donald Trump’s campaign. While Trump is likely to eliminate EV purchase tax credits, making EVs, including Teslas, less affordable, he is also likely to set a federal standard for regulating self-driving cars, making it easier to put the technology on the roads.</p><p>For the market, weak economic data from Europe hit U.S. stock futures initially. Coming into Friday trading, the S&amp;P 500 was up about 1.3% for the week.</p><p>Tesla stock was up about 6% for the week. Shares jumped almost 8% on Monday and Tuesday following reports about Trump’s plan for autonomous vehicle regulation. Tesla stock followed that up with two small losses on Wednesday and Thursday.</p><p>Recent gains left Tesla stock trading north of 100 times estimated 2025 earnings. That’s the highest valuation ratio since early 2022, according to FactSet.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4592":"伊斯兰概念","BK4511":"特斯拉概念","BK4574":"无人驾驶","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4527":"明星科技股","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4550":"红杉资本持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2485549892","content_text":"It’s been a impressive end to the week—so far—for Tesla stock.Shares of the electric-vehicle maker were up 4.3% at $354.23 in early trading Friday while the S&P 500 and Dow Jones Industrial Average were up 0.3% and 0.7%, respectively.It’s a small move for Tesla. Shares have moved an average of about 5%, up or down, since the Nov. 5 presidential election. Coming into Friday trading, Tesla stock was up almost $90 a share adding some $280 billion to its market value.Investors believe Tesla will benefit from CEO Elon Musk backing President-elect Donald Trump’s campaign. While Trump is likely to eliminate EV purchase tax credits, making EVs, including Teslas, less affordable, he is also likely to set a federal standard for regulating self-driving cars, making it easier to put the technology on the roads.For the market, weak economic data from Europe hit U.S. stock futures initially. Coming into Friday trading, the S&P 500 was up about 1.3% for the week.Tesla stock was up about 6% for the week. Shares jumped almost 8% on Monday and Tuesday following reports about Trump’s plan for autonomous vehicle regulation. Tesla stock followed that up with two small losses on Wednesday and Thursday.Recent gains left Tesla stock trading north of 100 times estimated 2025 earnings. That’s the highest valuation ratio since early 2022, according to FactSet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373861173989696,"gmtCreate":1732315199851,"gmtModify":1732315202299,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373861173989696","repostId":"1195055821","repostType":2,"repost":{"id":"1195055821","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1732286804,"share":"https://ttm.financial/m/news/1195055821?lang=&edition=fundamental","pubTime":"2024-11-22 22:46","market":"us","language":"en","title":"Chinese ADRs Sink As Investors Rapidly Lose Patience on Stimulus","url":"https://stock-news.laohu8.com/highlight/detail?id=1195055821","media":"Tiger Newspress","summary":"Chinese ADRs fell in morning trading Friday, as disappointing results from Baidu and downbeat guidance from PDD Holdings heightened jitters about corporate earnings and China’s growth outlook.YINN fel","content":"<html><head></head><body><p>Chinese ADRs fell in morning trading Friday, as disappointing results from Baidu and downbeat guidance from PDD Holdings heightened jitters about corporate earnings and China’s growth outlook.</p><p>YINN fell 7%; XPeng fell 5%; iQiyi, KE Holdings, and PDD Holdings fell 4%; Bilibili and Alibaba fell 3%; Li Auto, Baidu, and Trip.com fell 2%; NetEase and NIO fell 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9da22cf54d658d32412d8d2ce0aac29e\" tg-width=\"368\" tg-height=\"766\"/></p><p>A slew of lacklustre results from the Chinese companies, including Alibaba, Baidu, and PDD Holding underscore the weakness in China’s economic recovery and the urgency for policymakers to do more to ramp up growth. Investors have become impatient and opted to exit equity markets after fiscal measures approved by lawmakers this month to sell bonds to tackle the hidden debt crisis at local governments fell short of market expectations.</p><p>Meanwhile, US Republican Governor of Texas Greg Abbott ordered state agencies to cease investing state funds in China and sell at the first available opportunity, citing financial and security risks.</p><p style=\"text-align: start;\">“Equity markets could be bumpier in 2025 with a deflationary environment, persistent downwards earnings pressure and rising geopolitical concerns,” said Laura Wang, a strategist at Morgan Stanley in Hong Kong.</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>Chinese ADRs Sink As Investors Rapidly Lose Patience on Stimulus</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\">\nChinese ADRs Sink As Investors Rapidly Lose Patience on Stimulus\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-11-22 22:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese ADRs fell in morning trading Friday, as disappointing results from Baidu and downbeat guidance from PDD Holdings heightened jitters about corporate earnings and China’s growth outlook.</p><p>YINN fell 7%; XPeng fell 5%; iQiyi, KE Holdings, and PDD Holdings fell 4%; Bilibili and Alibaba fell 3%; Li Auto, Baidu, and Trip.com fell 2%; NetEase and NIO fell 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9da22cf54d658d32412d8d2ce0aac29e\" tg-width=\"368\" tg-height=\"766\"/></p><p>A slew of lacklustre results from the Chinese companies, including Alibaba, Baidu, and PDD Holding underscore the weakness in China’s economic recovery and the urgency for policymakers to do more to ramp up growth. Investors have become impatient and opted to exit equity markets after fiscal measures approved by lawmakers this month to sell bonds to tackle the hidden debt crisis at local governments fell short of market expectations.</p><p>Meanwhile, US Republican Governor of Texas Greg Abbott ordered state agencies to cease investing state funds in China and sell at the first available opportunity, citing financial and security risks.</p><p style=\"text-align: start;\">“Equity markets could be bumpier in 2025 with a deflationary environment, persistent downwards earnings pressure and rising geopolitical concerns,” said Laura Wang, a strategist at Morgan Stanley in Hong Kong.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BEKE":"贝壳","PDD":"拼多多","XPEV":"小鹏汽车","YINN":"三倍做多富时中国ETF-Direxion","NTES":"网易","BIDU":"百度","TCOM":"携程网","BABA":"阿里巴巴","IQ":"爱奇艺","NIO":"蔚来","BILI":"哔哩哔哩","LI":"理想汽车","TME":"腾讯音乐","YANG":"三倍做空富时中国ETF-Direxion"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195055821","content_text":"Chinese ADRs fell in morning trading Friday, as disappointing results from Baidu and downbeat guidance from PDD Holdings heightened jitters about corporate earnings and China’s growth outlook.YINN fell 7%; XPeng fell 5%; iQiyi, KE Holdings, and PDD Holdings fell 4%; Bilibili and Alibaba fell 3%; Li Auto, Baidu, and Trip.com fell 2%; NetEase and NIO fell 1%.A slew of lacklustre results from the Chinese companies, including Alibaba, Baidu, and PDD Holding underscore the weakness in China’s economic recovery and the urgency for policymakers to do more to ramp up growth. Investors have become impatient and opted to exit equity markets after fiscal measures approved by lawmakers this month to sell bonds to tackle the hidden debt crisis at local governments fell short of market expectations.Meanwhile, US Republican Governor of Texas Greg Abbott ordered state agencies to cease investing state funds in China and sell at the first available opportunity, citing financial and security risks.“Equity markets could be bumpier in 2025 with a deflationary environment, persistent downwards earnings pressure and rising geopolitical concerns,” said Laura Wang, a strategist at Morgan Stanley in Hong Kong.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373861136601384,"gmtCreate":1732315189001,"gmtModify":1732315191046,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373861136601384","repostId":"2485623717","repostType":2,"repost":{"id":"2485623717","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1732287300,"share":"https://ttm.financial/m/news/2485623717?lang=&edition=fundamental","pubTime":"2024-11-22 22:55","market":"us","language":"en","title":"Super Micro Stock Extends Gains. Delisting Fears Remain at End of Volatile Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2485623717","media":"Dow Jones","summary":"Shares of Super Micro Computer, the server maker that is at risk of being delisted from the Nasdaq because it is late infiling its earnings, were gaining early Friday.The stock jumped 15.6% to $34.34 after clocking a 15% gain on Thursday. Coming into Friday’s session, the shares have risen 60% over the past five days, but are still down 37% over the past three months.It has been a roller-coaster week for the company, which chip maker Nvidia listed as a business partner in its earnings this week.","content":"<html><head></head><body><p style=\"text-align: start;\">Shares of Super Micro Computer, the server maker that is at risk of being delisted from the Nasdaq because it is late infiling its earnings, were gaining early Friday.</p><p style=\"text-align: start;\">The stock jumped 15.6% to $34.34 after clocking a 15% gain on Thursday. Coming into Friday’s session, the shares have risen 60% over the past five days, but are still down 37% over the past three months.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d7d5b453dcfe386c5a407957b9989fe5\" title=\"\" tg-width=\"536\" tg-height=\"126\"/></p><p style=\"text-align: start;\">It has been a roller-coaster week for the company, which chip maker Nvidia listed as a business partner in its earnings this week. Shares of Super Micro surged at the start of the week after it announced ithad a planfor filing earnings and had hired a new auditor. They fell the following day, but staged another rally the day after that.</p><p>The Nasdaq requires publicly traded companies to file audited accounts in a timely fashion, so the delay could mean Super Micro will be delisted.</p><p>Stock options show traders expect prices for Super Micro, which trades under the ticker SMCI, to remain volatile for weeks. </p><p>Super Micro became a target of short seller Hindenburg Research earlier this year. It hired BDO as an auditor after EY resigned in late October.</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>Super Micro Stock Extends Gains. Delisting Fears Remain at End of Volatile Week</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 Stock Extends Gains. Delisting Fears Remain at End of Volatile Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-22 22:55</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Shares of Super Micro Computer, the server maker that is at risk of being delisted from the Nasdaq because it is late infiling its earnings, were gaining early Friday.</p><p style=\"text-align: start;\">The stock jumped 15.6% to $34.34 after clocking a 15% gain on Thursday. Coming into Friday’s session, the shares have risen 60% over the past five days, but are still down 37% over the past three months.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d7d5b453dcfe386c5a407957b9989fe5\" title=\"\" tg-width=\"536\" tg-height=\"126\"/></p><p style=\"text-align: start;\">It has been a roller-coaster week for the company, which chip maker Nvidia listed as a business partner in its earnings this week. Shares of Super Micro surged at the start of the week after it announced ithad a planfor filing earnings and had hired a new auditor. They fell the following day, but staged another rally the day after that.</p><p>The Nasdaq requires publicly traded companies to file audited accounts in a timely fashion, so the delay could mean Super Micro will be delisted.</p><p>Stock options show traders expect prices for Super Micro, which trades under the ticker SMCI, to remain volatile for weeks. </p><p>Super Micro became a target of short seller Hindenburg Research earlier this year. It hired BDO as an auditor after EY resigned in late October.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","SMCI":"超微电脑","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0079474960.USD":"联博美国增长基金A","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","BK4529":"IDC概念","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2485623717","content_text":"Shares of Super Micro Computer, the server maker that is at risk of being delisted from the Nasdaq because it is late infiling its earnings, were gaining early Friday.The stock jumped 15.6% to $34.34 after clocking a 15% gain on Thursday. Coming into Friday’s session, the shares have risen 60% over the past five days, but are still down 37% over the past three months.It has been a roller-coaster week for the company, which chip maker Nvidia listed as a business partner in its earnings this week. Shares of Super Micro surged at the start of the week after it announced ithad a planfor filing earnings and had hired a new auditor. They fell the following day, but staged another rally the day after that.The Nasdaq requires publicly traded companies to file audited accounts in a timely fashion, so the delay could mean Super Micro will be delisted.Stock options show traders expect prices for Super Micro, which trades under the ticker SMCI, to remain volatile for weeks. Super Micro became a target of short seller Hindenburg Research earlier this year. It hired BDO as an auditor after EY resigned in late October.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373988621746216,"gmtCreate":1732315178026,"gmtModify":1732315182292,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373988621746216","repostId":"1113977113","repostType":2,"repost":{"id":"1113977113","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1732288846,"share":"https://ttm.financial/m/news/1113977113?lang=&edition=fundamental","pubTime":"2024-11-22 23:20","market":"us","language":"en","title":"Nvidia Stock Slips. What’s Behind Its Sudden Stall","url":"https://stock-news.laohu8.com/highlight/detail?id=1113977113","media":"Dow Jones","summary":"Nvidia’s earnings appear to have produced a muted market reaction for once. The chip maker’s blowout quarterly report was good enough to support the stock but not provide another leg to its stunning r","content":"<html><head></head><body><p>Nvidia’s earnings appear to have produced a muted market reaction for once. The chip maker’s blowout quarterly report was good enough to support the stock but not provide another leg to its stunning rally. </p><p style=\"text-align: start;\">Nvidia shares were down 2.7% at $142.67 in morning trading on Friday. The stock rose 0.5% during Thursday’s trading session. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a9b9aef3e9f07452cea5675b6883ccda\" tg-width=\"537\" tg-height=\"129\"/></p><p>By any normal measure Nvidia’s third-quarter numbers were stunning, as it nearly doubled its revenue from the prior year. However, its guidance wasn’t as strong as some analysts had expected. </p><p>“Any weakness will likely be bought for investors but traders who require beats and raises every quarter could lighten their exposure if no big beats happen for a few quarters…Very few businesses have a multiyear problem of ‘customers just can’t get enough.’ That situation tends to bring in many short-term investors who can be more fickle,” said Eric Clark, portfolio manager of the Rational Dynamic Brands Fund. </p><p>Attention will now turn to the rollout of Nvidia’s Blackwell artificial-intelligence chips. One potentially positive piece of news for Nvidia is that Elon Musk’s xAI has told investors it raised $5 billion in a funding round valuing it at $50 billion, according to The Wall Street Journal, citing people familiar with the matter. </p><p>Musk’s xAI is expected to partly use the funds raised to purchase 100,000 more Nvidia chips, as the AI start-up plans to double the size of a data center used for training its models. </p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Slips. What’s Behind Its Sudden Stall</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Slips. What’s Behind Its Sudden Stall\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-22 23:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia’s earnings appear to have produced a muted market reaction for once. The chip maker’s blowout quarterly report was good enough to support the stock but not provide another leg to its stunning rally. </p><p style=\"text-align: start;\">Nvidia shares were down 2.7% at $142.67 in morning trading on Friday. The stock rose 0.5% during Thursday’s trading session. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a9b9aef3e9f07452cea5675b6883ccda\" tg-width=\"537\" tg-height=\"129\"/></p><p>By any normal measure Nvidia’s third-quarter numbers were stunning, as it nearly doubled its revenue from the prior year. However, its guidance wasn’t as strong as some analysts had expected. </p><p>“Any weakness will likely be bought for investors but traders who require beats and raises every quarter could lighten their exposure if no big beats happen for a few quarters…Very few businesses have a multiyear problem of ‘customers just can’t get enough.’ That situation tends to bring in many short-term investors who can be more fickle,” said Eric Clark, portfolio manager of the Rational Dynamic Brands Fund. </p><p>Attention will now turn to the rollout of Nvidia’s Blackwell artificial-intelligence chips. One potentially positive piece of news for Nvidia is that Elon Musk’s xAI has told investors it raised $5 billion in a funding round valuing it at $50 billion, according to The Wall Street Journal, citing people familiar with the matter. </p><p>Musk’s xAI is expected to partly use the funds raised to purchase 100,000 more Nvidia chips, as the AI start-up plans to double the size of a data center used for training its models. </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113977113","content_text":"Nvidia’s earnings appear to have produced a muted market reaction for once. The chip maker’s blowout quarterly report was good enough to support the stock but not provide another leg to its stunning rally. Nvidia shares were down 2.7% at $142.67 in morning trading on Friday. The stock rose 0.5% during Thursday’s trading session. By any normal measure Nvidia’s third-quarter numbers were stunning, as it nearly doubled its revenue from the prior year. However, its guidance wasn’t as strong as some analysts had expected. “Any weakness will likely be bought for investors but traders who require beats and raises every quarter could lighten their exposure if no big beats happen for a few quarters…Very few businesses have a multiyear problem of ‘customers just can’t get enough.’ That situation tends to bring in many short-term investors who can be more fickle,” said Eric Clark, portfolio manager of the Rational Dynamic Brands Fund. Attention will now turn to the rollout of Nvidia’s Blackwell artificial-intelligence chips. One potentially positive piece of news for Nvidia is that Elon Musk’s xAI has told investors it raised $5 billion in a funding round valuing it at $50 billion, according to The Wall Street Journal, citing people familiar with the matter. Musk’s xAI is expected to partly use the funds raised to purchase 100,000 more Nvidia chips, as the AI start-up plans to double the size of a data center used for training its models.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373517921009848,"gmtCreate":1732226714253,"gmtModify":1732226716077,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373517921009848","repostId":"1159730248","repostType":2,"repost":{"id":"1159730248","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1732204502,"share":"https://ttm.financial/m/news/1159730248?lang=&edition=fundamental","pubTime":"2024-11-21 23:55","market":"us","language":"en","title":"Crypto Stocks Reverse Early Gains as Bitcoin Eases From Session High","url":"https://stock-news.laohu8.com/highlight/detail?id=1159730248","media":"Tiger Newspress","summary":"Crypto stocks reversed early gains as Bitcoin eased from session high. The largest digital asset briefly topped $98,000 on Thursday before dipping below $96,000.Coinbase fell 9%; Bitcoin Depot fell 8%","content":"<html><head></head><body><p>Crypto stocks reversed early gains as Bitcoin eased from session high. The largest digital asset briefly topped $98,000 on Thursday before dipping below $96,000. Meanwhile, Citron Research has taken a short position in MicroStrategy, the company said in a post on social media platform X on Thursday.</p><p>Coinbase fell 9%; Bitcoin Depot fell 8%; Bitfarms fell 7%; CleanSpark, Riot Platforms, Hut 8 Mining, Bakkt Holdings, and Canaan fell 6%; Bit Digital fell 4%; MicroStrategy fell 3%; while Marathon Digital rose 3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7d2940fab131af9a90be20ce26fb8798\" title=\"\" tg-width=\"360\" tg-height=\"919\"/></p><p>Bitcoin closed in on the historic $100,000 level, fueled by optimism that President-elect Donald Trump’s support for crypto heralds a boom as the US pivots to friendly regulations in place of a crackdown.</p><p>Trump’s transition team has begun to hold discussions over whether to create a White House post dedicated to digital-asset policy. The industry is pitching for the position — which would be the first of its kind in the US — to have a direct line to the president-elect, who is now one of crypto’s biggest cheerleaders.</p><p>The talks are the latest US boost for digital-asset market sentiment, alongside Bitcoin accumulator MicroStrategy Inc.’s plans to accelerate purchases of the token and the debut of options on the nation’s Bitcoin exchange-traded funds.</p><p>Speculators are increasingly focused on when, rather than if, Bitcoin will make the leap to $100,000. Advocates of its claimed role as a modern-day store of value cherish the six-figure number as a symbolic rebuttal of skeptics who see little utility in crypto and decry its links to money laundering and crime.</p><p>MicroStrategy, the largest publicly traded corporate holder of Bitcoin, on Wednesday announced an almost 50% increase in planned sales of convertible senior notes, to $2.6 billion, to fund purchases of the token. The once obscure software maker now bills itself as a Bitcoin treasury company and has a roughly $31 billion stockpile of the digital asset.</p><p>A group of one dozen US ETFs investing in Bitcoin have attracted a net inflow of $5.8 billion in the period following Election Day, data compiled by Bloomberg show. The group’s total assets have reached an unprecedented $100 billion.</p><p>Trump has vowed to create a supportive US crypto regulatory framework and set up a strategic Bitcoin stockpile. The timeline for implementation of his promises and the feasibility of the Bitcoin reserve remain uncertain.</p><p style=\"text-align: start;\">The president-elect used to be a crypto skeptic but changed tack after digital-asset firms spent heavily during election campaigning to promote their interests. He also has his own digital-asset projects.</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>Crypto Stocks Reverse Early Gains as Bitcoin Eases From Session High</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\">\nCrypto Stocks Reverse Early Gains as Bitcoin Eases From Session High\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-11-21 23:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Crypto stocks reversed early gains as Bitcoin eased from session high. The largest digital asset briefly topped $98,000 on Thursday before dipping below $96,000. Meanwhile, Citron Research has taken a short position in MicroStrategy, the company said in a post on social media platform X on Thursday.</p><p>Coinbase fell 9%; Bitcoin Depot fell 8%; Bitfarms fell 7%; CleanSpark, Riot Platforms, Hut 8 Mining, Bakkt Holdings, and Canaan fell 6%; Bit Digital fell 4%; MicroStrategy fell 3%; while Marathon Digital rose 3%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7d2940fab131af9a90be20ce26fb8798\" title=\"\" tg-width=\"360\" tg-height=\"919\"/></p><p>Bitcoin closed in on the historic $100,000 level, fueled by optimism that President-elect Donald Trump’s support for crypto heralds a boom as the US pivots to friendly regulations in place of a crackdown.</p><p>Trump’s transition team has begun to hold discussions over whether to create a White House post dedicated to digital-asset policy. The industry is pitching for the position — which would be the first of its kind in the US — to have a direct line to the president-elect, who is now one of crypto’s biggest cheerleaders.</p><p>The talks are the latest US boost for digital-asset market sentiment, alongside Bitcoin accumulator MicroStrategy Inc.’s plans to accelerate purchases of the token and the debut of options on the nation’s Bitcoin exchange-traded funds.</p><p>Speculators are increasingly focused on when, rather than if, Bitcoin will make the leap to $100,000. Advocates of its claimed role as a modern-day store of value cherish the six-figure number as a symbolic rebuttal of skeptics who see little utility in crypto and decry its links to money laundering and crime.</p><p>MicroStrategy, the largest publicly traded corporate holder of Bitcoin, on Wednesday announced an almost 50% increase in planned sales of convertible senior notes, to $2.6 billion, to fund purchases of the token. The once obscure software maker now bills itself as a Bitcoin treasury company and has a roughly $31 billion stockpile of the digital asset.</p><p>A group of one dozen US ETFs investing in Bitcoin have attracted a net inflow of $5.8 billion in the period following Election Day, data compiled by Bloomberg show. The group’s total assets have reached an unprecedented $100 billion.</p><p>Trump has vowed to create a supportive US crypto regulatory framework and set up a strategic Bitcoin stockpile. The timeline for implementation of his promises and the feasibility of the Bitcoin reserve remain uncertain.</p><p style=\"text-align: start;\">The president-elect used to be a crypto skeptic but changed tack after digital-asset firms spent heavily during election campaigning to promote their interests. He also has his own digital-asset projects.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BKKT":"Bakkt Holdings, Inc.","BTCM":"BIT Mining","MSTR":"MicroStrategy","BITF":"Bitfarms Ltd.","RIOT":"Riot Platforms","EBON":"亿邦国际","MARA":"Marathon Digital Holdings Inc","HUT":"Hut 8 Mining Corp","CLSK":"CleanSpark, Inc.","NCTY":"第九城市","BTBT":"Bit Digital, Inc.","COIN":"Coinbase Global, Inc.","CAN":"嘉楠科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159730248","content_text":"Crypto stocks reversed early gains as Bitcoin eased from session high. The largest digital asset briefly topped $98,000 on Thursday before dipping below $96,000. Meanwhile, Citron Research has taken a short position in MicroStrategy, the company said in a post on social media platform X on Thursday.Coinbase fell 9%; Bitcoin Depot fell 8%; Bitfarms fell 7%; CleanSpark, Riot Platforms, Hut 8 Mining, Bakkt Holdings, and Canaan fell 6%; Bit Digital fell 4%; MicroStrategy fell 3%; while Marathon Digital rose 3%.Bitcoin closed in on the historic $100,000 level, fueled by optimism that President-elect Donald Trump’s support for crypto heralds a boom as the US pivots to friendly regulations in place of a crackdown.Trump’s transition team has begun to hold discussions over whether to create a White House post dedicated to digital-asset policy. The industry is pitching for the position — which would be the first of its kind in the US — to have a direct line to the president-elect, who is now one of crypto’s biggest cheerleaders.The talks are the latest US boost for digital-asset market sentiment, alongside Bitcoin accumulator MicroStrategy Inc.’s plans to accelerate purchases of the token and the debut of options on the nation’s Bitcoin exchange-traded funds.Speculators are increasingly focused on when, rather than if, Bitcoin will make the leap to $100,000. Advocates of its claimed role as a modern-day store of value cherish the six-figure number as a symbolic rebuttal of skeptics who see little utility in crypto and decry its links to money laundering and crime.MicroStrategy, the largest publicly traded corporate holder of Bitcoin, on Wednesday announced an almost 50% increase in planned sales of convertible senior notes, to $2.6 billion, to fund purchases of the token. The once obscure software maker now bills itself as a Bitcoin treasury company and has a roughly $31 billion stockpile of the digital asset.A group of one dozen US ETFs investing in Bitcoin have attracted a net inflow of $5.8 billion in the period following Election Day, data compiled by Bloomberg show. The group’s total assets have reached an unprecedented $100 billion.Trump has vowed to create a supportive US crypto regulatory framework and set up a strategic Bitcoin stockpile. The timeline for implementation of his promises and the feasibility of the Bitcoin reserve remain uncertain.The president-elect used to be a crypto skeptic but changed tack after digital-asset firms spent heavily during election campaigning to promote their interests. He also has his own digital-asset projects.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373517123940360,"gmtCreate":1732226696384,"gmtModify":1732226698409,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373517123940360","repostId":"1135173272","repostType":2,"repost":{"id":"1135173272","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1732188797,"share":"https://ttm.financial/m/news/1135173272?lang=&edition=fundamental","pubTime":"2024-11-21 19:33","market":"us","language":"en","title":"Temu Owner PDD Misses Revenue and Profit Estimates as Consumers Struggle","url":"https://stock-news.laohu8.com/highlight/detail?id=1135173272","media":"Reuters","summary":"PDD Holdings Q3 Adj EPADS $2.65 Misses $2.82 Estimate, Sales $14.16B Miss $14.47B Estimate.PDD Holdings shares briefly plunged 15% in premarket trading after earnings.","content":"<html><head></head><body><p>Nov 21 (Reuters) - China&#39;s PDD Holdings fell short of market estimates for third-quarter revenue and profit on Thursday, as promotional offers and discounts did not persuade cost-conscious consumers to spend as much as expected on its e-commerce platforms.</p><p>PDD&#39;s U.S.-listed shares briefly fell more than 15% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/41788e8d13c9113f149e0b39268e61b1\" title=\"\" tg-width=\"875\" tg-height=\"624\"/></p><p>Higher unemployment among Chinese youth and a property sector crisis have taken a toll on consumer confidence, holding back sales at Pinduoduo, PDD&#39;s domestic online shopping site.</p><p>Its domestic competitors, e-commerce majors Alibaba and JD.com, also reported tepid sales growth for their respective September quarters.</p><p>While Pinduoduo has benefited from its low-cost focus, competitive pressure has been increasing with rivals ramping up their own promotions and discounts, resulting in a price war.</p><p>“Our topline growth further moderated quarter-on-quarter amid intensified competition and ongoing external challenges,” said Jun Liu, VP of Finance at PDD Holdings.</p><p>PDD&#39;s revenue jumped 44% to 99.35 billion yuan ($13.72 billion) for the three months ended Sept. 30. That compared with the 102.65 billion yuan average of 17 analyst estimates compiled by LSEG.</p><p>Net income rose to 24.98 billion yuan from 15.54 billion yuan in the same period a year earlier, but the firm reported an adjusted profit of 18.59 yuan per American Depository Share, missing estimates of 19.79 yuan.</p><p>In August, following the announcement of a second-quarter earnings miss and downbeat commentary from executives about the firm&#39;s outlook, PDD shares saw their biggest one-day fall since its 2018 listing, wiping out nearly $55 billion in market capitalisation.</p><p>($1 = 7.2409 Chinese yuan renminbi)</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>Temu Owner PDD Misses Revenue and Profit Estimates as Consumers Struggle</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\">\nTemu Owner PDD Misses Revenue and Profit Estimates as Consumers Struggle\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-11-21 19:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nov 21 (Reuters) - China&#39;s PDD Holdings fell short of market estimates for third-quarter revenue and profit on Thursday, as promotional offers and discounts did not persuade cost-conscious consumers to spend as much as expected on its e-commerce platforms.</p><p>PDD&#39;s U.S.-listed shares briefly fell more than 15% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/41788e8d13c9113f149e0b39268e61b1\" title=\"\" tg-width=\"875\" tg-height=\"624\"/></p><p>Higher unemployment among Chinese youth and a property sector crisis have taken a toll on consumer confidence, holding back sales at Pinduoduo, PDD&#39;s domestic online shopping site.</p><p>Its domestic competitors, e-commerce majors Alibaba and JD.com, also reported tepid sales growth for their respective September quarters.</p><p>While Pinduoduo has benefited from its low-cost focus, competitive pressure has been increasing with rivals ramping up their own promotions and discounts, resulting in a price war.</p><p>“Our topline growth further moderated quarter-on-quarter amid intensified competition and ongoing external challenges,” said Jun Liu, VP of Finance at PDD Holdings.</p><p>PDD&#39;s revenue jumped 44% to 99.35 billion yuan ($13.72 billion) for the three months ended Sept. 30. That compared with the 102.65 billion yuan average of 17 analyst estimates compiled by LSEG.</p><p>Net income rose to 24.98 billion yuan from 15.54 billion yuan in the same period a year earlier, but the firm reported an adjusted profit of 18.59 yuan per American Depository Share, missing estimates of 19.79 yuan.</p><p>In August, following the announcement of a second-quarter earnings miss and downbeat commentary from executives about the firm&#39;s outlook, PDD shares saw their biggest one-day fall since its 2018 listing, wiping out nearly $55 billion in market capitalisation.</p><p>($1 = 7.2409 Chinese yuan renminbi)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135173272","content_text":"Nov 21 (Reuters) - China's PDD Holdings fell short of market estimates for third-quarter revenue and profit on Thursday, as promotional offers and discounts did not persuade cost-conscious consumers to spend as much as expected on its e-commerce platforms.PDD's U.S.-listed shares briefly fell more than 15% in premarket trading.Higher unemployment among Chinese youth and a property sector crisis have taken a toll on consumer confidence, holding back sales at Pinduoduo, PDD's domestic online shopping site.Its domestic competitors, e-commerce majors Alibaba and JD.com, also reported tepid sales growth for their respective September quarters.While Pinduoduo has benefited from its low-cost focus, competitive pressure has been increasing with rivals ramping up their own promotions and discounts, resulting in a price war.“Our topline growth further moderated quarter-on-quarter amid intensified competition and ongoing external challenges,” said Jun Liu, VP of Finance at PDD Holdings.PDD's revenue jumped 44% to 99.35 billion yuan ($13.72 billion) for the three months ended Sept. 30. That compared with the 102.65 billion yuan average of 17 analyst estimates compiled by LSEG.Net income rose to 24.98 billion yuan from 15.54 billion yuan in the same period a year earlier, but the firm reported an adjusted profit of 18.59 yuan per American Depository Share, missing estimates of 19.79 yuan.In August, following the announcement of a second-quarter earnings miss and downbeat commentary from executives about the firm's outlook, PDD shares saw their biggest one-day fall since its 2018 listing, wiping out nearly $55 billion in market capitalisation.($1 = 7.2409 Chinese yuan renminbi)","news_type":1},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373517204967696,"gmtCreate":1732226641426,"gmtModify":1732226643411,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373517204967696","repostId":"1100468537","repostType":2,"repost":{"id":"1100468537","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1732195800,"share":"https://ttm.financial/m/news/1100468537?lang=&edition=fundamental","pubTime":"2024-11-21 21:30","market":"us","language":"en","title":"US Weekly Jobless Claims Hit Seven-Month Low","url":"https://stock-news.laohu8.com/highlight/detail?id=1100468537","media":"Reuters","summary":"US Weekly Initial Jobless Claims 213K (Est 220K, Prior 217K->219K)","content":"<html><head></head><body><ul style=\"\"><li><p>Weekly jobless claims drop 6,000 to 213,000</p></li><li><p>Continuing claims increase 36,000 to 1.908 million</p></li></ul><p>WASHINGTON, Nov 21 (Reuters) - The number of Americans filing new applications for unemployment benefits fell to a seven-month low last week, suggesting that job growth likely rebounded in November after abruptly slowing last month amid hurricanes and strikes.</p><p>It is, however, taking longer for the unemployed to find new work. The report from the Labor Department on Thursday also showed unemployment rolls swelling to levels last seen in late 2021. Labor market slack keeps the door open for a third interest rate cut from the Federal Reserve next month, despite a recent lack of progress lowering inflation to its 2% target.</p><p>&#34;There is no sign of incipient recession in these figures,&#34; said Carl Weinberg, chief economist at High Frequency Economics. &#34;The labor market is softening but not imploding.&#34;</p><p>Initial claims for state unemployment benefits dropped 6,000 to a seasonally adjusted 213,000 for the week ended Nov. 16, the lowest reading since April. Economists polled by Reuters had forecast 220,000 claims for the latest week.</p><p>The data included the Veterans Day holiday, which could have injected some volatility. Unadjusted claims decreased 17,750 to 213,035 last week. Filings in California dropped 4,657, almost reversing the prior week&#39;s 5,906 jump. The state offered no comment for that increase.</p><p>There were also notable declines in applications in New Jersey, Ohio, Georgia, Texas and Indiana. Filings had surged in New Jersey and Texas in the prior week, blamed on layoffs in the educational services industry as well as the healthcare and social assistance sector.</p><p>Though overall claims soared in early October amid disruptions caused by Hurricanes Helene and Milton as well as strikes by factory workers at Boeing and another aerospace company, layoffs have remained low. That is softening the hit on the labor market from sluggish hiring.</p><p>The claims data covered the period during which the government surveyed businesses for the nonfarm payrolls component of November&#39;s employment report. Claims fell considerably between the October and November survey weeks.</p><p>The dollar was little changed against a basket of currencies. Stocks on Wall Street were poised to open higher.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e0c4edeb8ebbfc9d8cf136aaff40a5b7\" alt=\"A column chart titled &#34;US unemployment claims&#34; that tracks the metric over a recent period. The number of people filing new claims fell to 213,000 in the most recent week.\" title=\"A column chart titled &#34;US unemployment claims&#34; that tracks the metric over a recent period. The number of people filing new claims fell to 213,000 in the most recent week.\" tg-width=\"1420\" tg-height=\"1000\"/><span>A column chart titled &#34;US unemployment claims&#34; that tracks the metric over a recent period. The number of people filing new claims fell to 213,000 in the most recent week.</span></p><h2 id=\"id_2413328821\" style=\"text-align: start;\">JOB GROWTH REBOUND EYED</h2><p>Government data on Tuesday confirmed that Helene, Milton and the aerospace strikes had accounted for much of the sharp slowdown in job growth in October.</p><p>The state employment and unemployment report also showed the labor market steadily slowing. Economists estimated that the strikes and storms probably subtracted between 100,000 and 125,000 jobs from payrolls last month. Nonfarm payrolls increased by a scant 12,000 jobs in October, the smallest gain since December 2020, after rising by 223,000 in September.</p><p>The Boeing strike ended early this month after workers accepted a new contract, while rebuilding is underway in the areas devastated by the hurricanes. That creates a base of at least 100,000 jobs for November&#39;s payrolls.</p><p>Data next week on unemployment rolls could offer more clarity on the state of the labor market in November.</p><p>The number of people receiving benefits after an initial week of aid, a proxy for hiring, increased 36,000 to a seasonally adjusted 1.908 million during the week ending Nov. 9, the claims report showed. The so-called continuing claims have been boosted by Boeing-related furloughs and the hurricanes.</p><p>The employment report for November could determine if the Fed cuts rates again in December. The U.S. central bank trimmed rates by 25 basis points earlier this month, lowering its benchmark overnight interest rate to the 4.50%-4.75% range.</p><p>The Fed embarked on its policy easing cycle with an unusually large half-percentage-point rate cut in September, its first reduction in borrowing costs since 2020. It hiked rates by 525 basis points in 2022 and 2023 to curb a surge in inflation.</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>US Weekly Jobless Claims Hit Seven-Month Low</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\">\nUS Weekly Jobless Claims Hit Seven-Month Low\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-11-21 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>Weekly jobless claims drop 6,000 to 213,000</p></li><li><p>Continuing claims increase 36,000 to 1.908 million</p></li></ul><p>WASHINGTON, Nov 21 (Reuters) - The number of Americans filing new applications for unemployment benefits fell to a seven-month low last week, suggesting that job growth likely rebounded in November after abruptly slowing last month amid hurricanes and strikes.</p><p>It is, however, taking longer for the unemployed to find new work. The report from the Labor Department on Thursday also showed unemployment rolls swelling to levels last seen in late 2021. Labor market slack keeps the door open for a third interest rate cut from the Federal Reserve next month, despite a recent lack of progress lowering inflation to its 2% target.</p><p>&#34;There is no sign of incipient recession in these figures,&#34; said Carl Weinberg, chief economist at High Frequency Economics. &#34;The labor market is softening but not imploding.&#34;</p><p>Initial claims for state unemployment benefits dropped 6,000 to a seasonally adjusted 213,000 for the week ended Nov. 16, the lowest reading since April. Economists polled by Reuters had forecast 220,000 claims for the latest week.</p><p>The data included the Veterans Day holiday, which could have injected some volatility. Unadjusted claims decreased 17,750 to 213,035 last week. Filings in California dropped 4,657, almost reversing the prior week&#39;s 5,906 jump. The state offered no comment for that increase.</p><p>There were also notable declines in applications in New Jersey, Ohio, Georgia, Texas and Indiana. Filings had surged in New Jersey and Texas in the prior week, blamed on layoffs in the educational services industry as well as the healthcare and social assistance sector.</p><p>Though overall claims soared in early October amid disruptions caused by Hurricanes Helene and Milton as well as strikes by factory workers at Boeing and another aerospace company, layoffs have remained low. That is softening the hit on the labor market from sluggish hiring.</p><p>The claims data covered the period during which the government surveyed businesses for the nonfarm payrolls component of November&#39;s employment report. Claims fell considerably between the October and November survey weeks.</p><p>The dollar was little changed against a basket of currencies. Stocks on Wall Street were poised to open higher.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e0c4edeb8ebbfc9d8cf136aaff40a5b7\" alt=\"A column chart titled &#34;US unemployment claims&#34; that tracks the metric over a recent period. The number of people filing new claims fell to 213,000 in the most recent week.\" title=\"A column chart titled &#34;US unemployment claims&#34; that tracks the metric over a recent period. The number of people filing new claims fell to 213,000 in the most recent week.\" tg-width=\"1420\" tg-height=\"1000\"/><span>A column chart titled &#34;US unemployment claims&#34; that tracks the metric over a recent period. The number of people filing new claims fell to 213,000 in the most recent week.</span></p><h2 id=\"id_2413328821\" style=\"text-align: start;\">JOB GROWTH REBOUND EYED</h2><p>Government data on Tuesday confirmed that Helene, Milton and the aerospace strikes had accounted for much of the sharp slowdown in job growth in October.</p><p>The state employment and unemployment report also showed the labor market steadily slowing. Economists estimated that the strikes and storms probably subtracted between 100,000 and 125,000 jobs from payrolls last month. Nonfarm payrolls increased by a scant 12,000 jobs in October, the smallest gain since December 2020, after rising by 223,000 in September.</p><p>The Boeing strike ended early this month after workers accepted a new contract, while rebuilding is underway in the areas devastated by the hurricanes. That creates a base of at least 100,000 jobs for November&#39;s payrolls.</p><p>Data next week on unemployment rolls could offer more clarity on the state of the labor market in November.</p><p>The number of people receiving benefits after an initial week of aid, a proxy for hiring, increased 36,000 to a seasonally adjusted 1.908 million during the week ending Nov. 9, the claims report showed. The so-called continuing claims have been boosted by Boeing-related furloughs and the hurricanes.</p><p>The employment report for November could determine if the Fed cuts rates again in December. The U.S. central bank trimmed rates by 25 basis points earlier this month, lowering its benchmark overnight interest rate to the 4.50%-4.75% range.</p><p>The Fed embarked on its policy easing cycle with an unusually large half-percentage-point rate cut in September, its first reduction in borrowing costs since 2020. It hiked rates by 525 basis points in 2022 and 2023 to curb a surge in inflation.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.bloomberg.com/news/articles/2024-11-21/us-initial-jobless-claims-decline-to-lowest-level-since-april","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100468537","content_text":"Weekly jobless claims drop 6,000 to 213,000Continuing claims increase 36,000 to 1.908 millionWASHINGTON, Nov 21 (Reuters) - The number of Americans filing new applications for unemployment benefits fell to a seven-month low last week, suggesting that job growth likely rebounded in November after abruptly slowing last month amid hurricanes and strikes.It is, however, taking longer for the unemployed to find new work. The report from the Labor Department on Thursday also showed unemployment rolls swelling to levels last seen in late 2021. Labor market slack keeps the door open for a third interest rate cut from the Federal Reserve next month, despite a recent lack of progress lowering inflation to its 2% target.\"There is no sign of incipient recession in these figures,\" said Carl Weinberg, chief economist at High Frequency Economics. \"The labor market is softening but not imploding.\"Initial claims for state unemployment benefits dropped 6,000 to a seasonally adjusted 213,000 for the week ended Nov. 16, the lowest reading since April. Economists polled by Reuters had forecast 220,000 claims for the latest week.The data included the Veterans Day holiday, which could have injected some volatility. Unadjusted claims decreased 17,750 to 213,035 last week. Filings in California dropped 4,657, almost reversing the prior week's 5,906 jump. The state offered no comment for that increase.There were also notable declines in applications in New Jersey, Ohio, Georgia, Texas and Indiana. Filings had surged in New Jersey and Texas in the prior week, blamed on layoffs in the educational services industry as well as the healthcare and social assistance sector.Though overall claims soared in early October amid disruptions caused by Hurricanes Helene and Milton as well as strikes by factory workers at Boeing and another aerospace company, layoffs have remained low. That is softening the hit on the labor market from sluggish hiring.The claims data covered the period during which the government surveyed businesses for the nonfarm payrolls component of November's employment report. Claims fell considerably between the October and November survey weeks.The dollar was little changed against a basket of currencies. Stocks on Wall Street were poised to open higher.A column chart titled \"US unemployment claims\" that tracks the metric over a recent period. The number of people filing new claims fell to 213,000 in the most recent week.JOB GROWTH REBOUND EYEDGovernment data on Tuesday confirmed that Helene, Milton and the aerospace strikes had accounted for much of the sharp slowdown in job growth in October.The state employment and unemployment report also showed the labor market steadily slowing. Economists estimated that the strikes and storms probably subtracted between 100,000 and 125,000 jobs from payrolls last month. Nonfarm payrolls increased by a scant 12,000 jobs in October, the smallest gain since December 2020, after rising by 223,000 in September.The Boeing strike ended early this month after workers accepted a new contract, while rebuilding is underway in the areas devastated by the hurricanes. That creates a base of at least 100,000 jobs for November's payrolls.Data next week on unemployment rolls could offer more clarity on the state of the labor market in November.The number of people receiving benefits after an initial week of aid, a proxy for hiring, increased 36,000 to a seasonally adjusted 1.908 million during the week ending Nov. 9, the claims report showed. The so-called continuing claims have been boosted by Boeing-related furloughs and the hurricanes.The employment report for November could determine if the Fed cuts rates again in December. The U.S. central bank trimmed rates by 25 basis points earlier this month, lowering its benchmark overnight interest rate to the 4.50%-4.75% range.The Fed embarked on its policy easing cycle with an unusually large half-percentage-point rate cut in September, its first reduction in borrowing costs since 2020. It hiked rates by 525 basis points in 2022 and 2023 to curb a surge in inflation.","news_type":1},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373500984193232,"gmtCreate":1732226628958,"gmtModify":1732226633164,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373500984193232","repostId":"1174907486","repostType":2,"repost":{"id":"1174907486","kind":"news","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1732201649,"share":"https://ttm.financial/m/news/1174907486?lang=&edition=fundamental","pubTime":"2024-11-21 23:07","market":"us","language":"en","title":"Citron Research Discloses Short Position in Bitcoin Buyer MicroStrategy","url":"https://stock-news.laohu8.com/highlight/detail?id=1174907486","media":"Reuters","summary":"Nov 21  - Citron Research has taken a short position in $MicroStrategy$, the company said in a post on social media platform X on Thursday.Shares of the largest corporate holder of bitcoin were last down more than 8%. They opened sharply higher on a rally in bitcoin prices, which were nearing $100,000 after crypto-friendly Donald Trump's victory in the U.S. presidential election.\"Now, with Bitcoin investing easier than ever , $MSTR's volume has completely detached from BTC fundamentals,\" Citron ","content":"<html><head></head><body><p>Nov 21 (Reuters) - Citron Research has taken a short position in <a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>, the company said in a post on social media platform X on Thursday.</p><p>Shares of the largest corporate holder of bitcoin were last down more than 8%. They opened sharply higher on a rally in bitcoin prices, which were nearing $100,000 after crypto-friendly Donald Trump&#39;s victory in the U.S. presidential election.</p><p>&#34;Now, with Bitcoin investing easier than ever (ETFs, $COIN, $HOOD), $MSTR&#39;s volume has completely detached from BTC fundamentals,&#34; Citron wrote while stating it was bullish on bitcoin.</p><p>&#34;Much respect to (Michael Saylor), but even he must know (MicroStrategy) is overheated.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b0d4065f8dbe87a548cb7529eae878ff\" title=\"\" tg-width=\"883\" tg-height=\"584\"/></p><p>MicroStrategy did not immediately respond to a Reuters request for comment.</p><p>Under Executive Chairman Saylor, the company has raised capital all through the year to acquire more bitcoin, with a $2.6 billion debt offering on Wednesday the latest.</p><p>Its shares have surged more than 600% so far this year.</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>Citron Research Discloses Short Position in Bitcoin Buyer MicroStrategy</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\">\nCitron Research Discloses Short Position in Bitcoin Buyer MicroStrategy\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-11-21 23:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nov 21 (Reuters) - Citron Research has taken a short position in <a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a>, the company said in a post on social media platform X on Thursday.</p><p>Shares of the largest corporate holder of bitcoin were last down more than 8%. They opened sharply higher on a rally in bitcoin prices, which were nearing $100,000 after crypto-friendly Donald Trump&#39;s victory in the U.S. presidential election.</p><p>&#34;Now, with Bitcoin investing easier than ever (ETFs, $COIN, $HOOD), $MSTR&#39;s volume has completely detached from BTC fundamentals,&#34; Citron wrote while stating it was bullish on bitcoin.</p><p>&#34;Much respect to (Michael Saylor), but even he must know (MicroStrategy) is overheated.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b0d4065f8dbe87a548cb7529eae878ff\" title=\"\" tg-width=\"883\" tg-height=\"584\"/></p><p>MicroStrategy did not immediately respond to a Reuters request for comment.</p><p>Under Executive Chairman Saylor, the company has raised capital all through the year to acquire more bitcoin, with a $2.6 billion debt offering on Wednesday the latest.</p><p>Its shares have surged more than 600% so far this year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSTR":"MicroStrategy"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174907486","content_text":"Nov 21 (Reuters) - Citron Research has taken a short position in MicroStrategy, the company said in a post on social media platform X on Thursday.Shares of the largest corporate holder of bitcoin were last down more than 8%. They opened sharply higher on a rally in bitcoin prices, which were nearing $100,000 after crypto-friendly Donald Trump's victory in the U.S. presidential election.\"Now, with Bitcoin investing easier than ever (ETFs, $COIN, $HOOD), $MSTR's volume has completely detached from BTC fundamentals,\" Citron wrote while stating it was bullish on bitcoin.\"Much respect to (Michael Saylor), but even he must know (MicroStrategy) is overheated.\"MicroStrategy did not immediately respond to a Reuters request for comment.Under Executive Chairman Saylor, the company has raised capital all through the year to acquire more bitcoin, with a $2.6 billion debt offering on Wednesday the latest.Its shares have surged more than 600% so far this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373190448631920,"gmtCreate":1732140328085,"gmtModify":1732140330651,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373190448631920","repostId":"2485173268","repostType":2,"repost":{"id":"2485173268","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1732136965,"share":"https://ttm.financial/m/news/2485173268?lang=&edition=fundamental","pubTime":"2024-11-21 05:09","market":"us","language":"en","title":"Snowflake Stock Soars After Earnings Beat Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=2485173268","media":"Dow Jones","summary":"Snowflake Reports Q3 2025 Adj EPS $0.20 Beats $0.15 Estimate, Sales $942.09M Beat $896.99M Estimate","content":"<html><head></head><body><p>Shares of <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> soared late Wednesday after the software company reported quarterly results that beat Wall Street&#39;s estimates.</p><p>Snowflake posted third-quarter adjusted earnings of 20 cents a share on revenue of $942.1 million. Analysts surveyed by FactSet were expecting earnings of 15 cents a share on revenue of $899 million.</p><p>The stock was up 13% in after-hours trading following the report.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/814e3c53654b6c4b0d8c1b8028833960\" tg-width=\"818\" tg-height=\"840\"/></p><p>This is breaking news. Please come back for more updates and analysis and read below for a preview of the earnings.</p><p>Snowflake stock has fallen by about $100 this year. Will its financial results, scheduled for after the market close on Wednesday, be enough to spark a comeback rally?</p><p>Analysts surveyed by FactSet expect the software company to post earnings of 15 cents a share on revenue of $899 million in the third quarter. In the same period last year, Snowflake reported earnings of 25 cents a share on revenue of $734 million.</p><p>Software stocks have gotten a boost in recent months as companies invest heavily in generative artificial projects. Earlier this month, Palantir Technologies and Cisco Systems both reported better-than-expected financials for their latest quarters and increased their respective outlooks for the year, citing strong AI technology demand.</p><p>Analysts believe the results from other companies in the space bode well for Snowflake. Shares of Snowflake were higher heading into the report, ending Tuesday up 2.2% at $130.24.</p><p>&#34;Azure and AWS growth rates were more or less in line and consistent with prior quarters (34% y/y Azure growth and 19% for AWS), likely foreshadowing SNOW&#39;s quarter,&#34; Loop Capital analyst Mark Schappel wrote in a note on Monday. He rates Snowflake a Buy with a $185 price target.</p><p>Snowflake shares have tumbled 35% this year. Concerns about competition, high costs, a CEO departure, and a hefty valuation have weighed on the stock. Shares of Snowflake are trading at 149 times earnings expected over the next 12 months.</p><p>Of the 45 analysts surveyed by FactSet, 31 say the stock is a Buy, 13 say it&#39;s a Hold, and one says it&#39;s a Buy.</p><p>&#34;We see a large and compelling long-term growth opportunity for SNOW in the cloud data analytics space as companies continue to migrate workloads into cloud environments and utilize machine data to make better business decisions,&#34; BTIG analyst Gray Powell wrote in a note on Tuesday. He rates the stock as Neutral without a price target due to uncertainty in a competitive environment.</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>Snowflake Stock Soars After Earnings Beat Expectations</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\">\nSnowflake Stock Soars After Earnings Beat Expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-21 05:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Shares of <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a> soared late Wednesday after the software company reported quarterly results that beat Wall Street&#39;s estimates.</p><p>Snowflake posted third-quarter adjusted earnings of 20 cents a share on revenue of $942.1 million. Analysts surveyed by FactSet were expecting earnings of 15 cents a share on revenue of $899 million.</p><p>The stock was up 13% in after-hours trading following the report.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/814e3c53654b6c4b0d8c1b8028833960\" tg-width=\"818\" tg-height=\"840\"/></p><p>This is breaking news. Please come back for more updates and analysis and read below for a preview of the earnings.</p><p>Snowflake stock has fallen by about $100 this year. Will its financial results, scheduled for after the market close on Wednesday, be enough to spark a comeback rally?</p><p>Analysts surveyed by FactSet expect the software company to post earnings of 15 cents a share on revenue of $899 million in the third quarter. In the same period last year, Snowflake reported earnings of 25 cents a share on revenue of $734 million.</p><p>Software stocks have gotten a boost in recent months as companies invest heavily in generative artificial projects. Earlier this month, Palantir Technologies and Cisco Systems both reported better-than-expected financials for their latest quarters and increased their respective outlooks for the year, citing strong AI technology demand.</p><p>Analysts believe the results from other companies in the space bode well for Snowflake. Shares of Snowflake were higher heading into the report, ending Tuesday up 2.2% at $130.24.</p><p>&#34;Azure and AWS growth rates were more or less in line and consistent with prior quarters (34% y/y Azure growth and 19% for AWS), likely foreshadowing SNOW&#39;s quarter,&#34; Loop Capital analyst Mark Schappel wrote in a note on Monday. He rates Snowflake a Buy with a $185 price target.</p><p>Snowflake shares have tumbled 35% this year. Concerns about competition, high costs, a CEO departure, and a hefty valuation have weighed on the stock. Shares of Snowflake are trading at 149 times earnings expected over the next 12 months.</p><p>Of the 45 analysts surveyed by FactSet, 31 say the stock is a Buy, 13 say it&#39;s a Hold, and one says it&#39;s a Buy.</p><p>&#34;We see a large and compelling long-term growth opportunity for SNOW in the cloud data analytics space as companies continue to migrate workloads into cloud environments and utilize machine data to make better business decisions,&#34; BTIG analyst Gray Powell wrote in a note on Tuesday. He rates the stock as Neutral without a price target due to uncertainty in a competitive environment.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake"},"source_url":"https://www.benzinga.com/news/earnings/24/11/42099041/snowflake-reports-q3-2025-adj-eps-0-20-beats-0-15-estimate-sales-942-09m-beat-896-99m-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2485173268","content_text":"Shares of Snowflake soared late Wednesday after the software company reported quarterly results that beat Wall Street's estimates.Snowflake posted third-quarter adjusted earnings of 20 cents a share on revenue of $942.1 million. Analysts surveyed by FactSet were expecting earnings of 15 cents a share on revenue of $899 million.The stock was up 13% in after-hours trading following the report.This is breaking news. Please come back for more updates and analysis and read below for a preview of the earnings.Snowflake stock has fallen by about $100 this year. Will its financial results, scheduled for after the market close on Wednesday, be enough to spark a comeback rally?Analysts surveyed by FactSet expect the software company to post earnings of 15 cents a share on revenue of $899 million in the third quarter. In the same period last year, Snowflake reported earnings of 25 cents a share on revenue of $734 million.Software stocks have gotten a boost in recent months as companies invest heavily in generative artificial projects. Earlier this month, Palantir Technologies and Cisco Systems both reported better-than-expected financials for their latest quarters and increased their respective outlooks for the year, citing strong AI technology demand.Analysts believe the results from other companies in the space bode well for Snowflake. Shares of Snowflake were higher heading into the report, ending Tuesday up 2.2% at $130.24.\"Azure and AWS growth rates were more or less in line and consistent with prior quarters (34% y/y Azure growth and 19% for AWS), likely foreshadowing SNOW's quarter,\" Loop Capital analyst Mark Schappel wrote in a note on Monday. He rates Snowflake a Buy with a $185 price target.Snowflake shares have tumbled 35% this year. Concerns about competition, high costs, a CEO departure, and a hefty valuation have weighed on the stock. Shares of Snowflake are trading at 149 times earnings expected over the next 12 months.Of the 45 analysts surveyed by FactSet, 31 say the stock is a Buy, 13 say it's a Hold, and one says it's a Buy.\"We see a large and compelling long-term growth opportunity for SNOW in the cloud data analytics space as companies continue to migrate workloads into cloud environments and utilize machine data to make better business decisions,\" BTIG analyst Gray Powell wrote in a note on Tuesday. He rates the stock as Neutral without a price target due to uncertainty in a competitive environment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373124418658568,"gmtCreate":1732140312826,"gmtModify":1732140317232,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> thanks&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> thanks&nbsp;","text":"$NVIDIA Corp(NVDA)$ thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/373124418658568","repostId":"1173558786","repostType":2,"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576140222331577","authorId":"3576140222331577","name":"Guavaxf30","avatar":"https://static.tigerbbs.com/1ff15ff6aa254c9130f9af922f7e2447","crmLevel":9,"crmLevelSwitch":1,"idStr":"3576140222331577","authorIdStr":"3576140222331577"},"content":"Today’s market is alonost completely illogical. In the past, an earnings and forecast report like Nvidia will see shares price shoot to the moon. But instead, Nividia tanked early on immediately after the report was released. How to explain this? When Tesla released their rather subdued financials, it roared like there is no tomorrow. Even after the dissappointment shownnin their Robotaxi day. Also, just what the heck is DJT all about? What is exactly their business plan? So why is it even allowed to trade, much less get so much buying interest ?","text":"Today’s market is alonost completely illogical. In the past, an earnings and forecast report like Nvidia will see shares price shoot to the moon. But instead, Nividia tanked early on immediately after the report was released. How to explain this? When Tesla released their rather subdued financials, it roared like there is no tomorrow. Even after the dissappointment shownnin their Robotaxi day. Also, just what the heck is DJT all about? What is exactly their business plan? So why is it even allowed to trade, much less get so much buying interest ?","html":"Today’s market is alonost completely illogical. In the past, an earnings and forecast report like Nvidia will see shares price shoot to the moon. But instead, Nividia tanked early on immediately after the report was released. How to explain this? When Tesla released their rather subdued financials, it roared like there is no tomorrow. Even after the dissappointment shownnin their Robotaxi day. Also, just what the heck is DJT all about? What is exactly their business plan? So why is it even allowed to trade, much less get so much buying interest ?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372916660318512,"gmtCreate":1732054087227,"gmtModify":1732054088598,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/372916660318512","repostId":"1163971357","repostType":2,"repost":{"id":"1163971357","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1732030625,"share":"https://ttm.financial/m/news/1163971357?lang=&edition=fundamental","pubTime":"2024-11-19 23:37","market":"us","language":"en","title":"Crypto Stocks Mixed; Marathon Digital Jumps 7%; MicroStrategy Gains 6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1163971357","media":"Tiger Newspress","summary":"Bitcoin is back in the vicinity of an all-time peak, supported by a series of developments highlighting the deepening embrace of the digital-asset industry in the US under crypto cheerleader Donald Tr","content":"<html><head></head><body><p>Bitcoin is back in the vicinity of an all-time peak, supported by a series of developments highlighting the deepening embrace of the digital-asset industry in the US under crypto cheerleader Donald Trump.</p><p style=\"text-align: start;\">At the top of the tape was the revelation that the president-elect’s Trump Media &amp; Technology Group Corp. is in talks to buy digital-asset marketplace Bakkt Holdings Inc., which sparked a surge in the shares of both companies.</p><p style=\"text-align: start;\">Other developments included Nasdaq Inc.’s plan to list options on the $43 billion iShares Bitcoin Trust as early as Tuesday and Goldman Sachs Group Inc.’s push to spin out its digital-asset platform, signs of how crypto and its underlying blockchain technology are burrowing deeper into the financial system.</p><p>Crypto stocks mixed in morning trading. Marathon Digital rose 7%; MicroStrategy rose 6%; Canaan rose 4%; while Coinbase and Bitfarms fell 2%. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/077edf2d0f5899694d978a526b5d54ab\" tg-width=\"364\" tg-height=\"783\"/></p><p>Marathon Digital priced its offering of $850M aggregate principal amount of 0.00% convertible senior notes due 2030.</p><p>MicroStrategy said on Monday that it intends to offer $1.75 billion aggregate principal amount of its 0% convertible senior notes due 2029 in a private offering.</p><p>MicroStrategy (MSTR) also expects to grant to the initial purchasers of the notes an option to purchase, within a 3-day period, up to an additional $250 million aggregate principal amount of the notes.</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>Crypto Stocks Mixed; Marathon Digital Jumps 7%; MicroStrategy Gains 6%</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\">\nCrypto Stocks Mixed; Marathon Digital Jumps 7%; MicroStrategy Gains 6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-11-19 23:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Bitcoin is back in the vicinity of an all-time peak, supported by a series of developments highlighting the deepening embrace of the digital-asset industry in the US under crypto cheerleader Donald Trump.</p><p style=\"text-align: start;\">At the top of the tape was the revelation that the president-elect’s Trump Media &amp; Technology Group Corp. is in talks to buy digital-asset marketplace Bakkt Holdings Inc., which sparked a surge in the shares of both companies.</p><p style=\"text-align: start;\">Other developments included Nasdaq Inc.’s plan to list options on the $43 billion iShares Bitcoin Trust as early as Tuesday and Goldman Sachs Group Inc.’s push to spin out its digital-asset platform, signs of how crypto and its underlying blockchain technology are burrowing deeper into the financial system.</p><p>Crypto stocks mixed in morning trading. Marathon Digital rose 7%; MicroStrategy rose 6%; Canaan rose 4%; while Coinbase and Bitfarms fell 2%. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/077edf2d0f5899694d978a526b5d54ab\" tg-width=\"364\" tg-height=\"783\"/></p><p>Marathon Digital priced its offering of $850M aggregate principal amount of 0.00% convertible senior notes due 2030.</p><p>MicroStrategy said on Monday that it intends to offer $1.75 billion aggregate principal amount of its 0% convertible senior notes due 2029 in a private offering.</p><p>MicroStrategy (MSTR) also expects to grant to the initial purchasers of the notes an option to purchase, within a 3-day period, up to an additional $250 million aggregate principal amount of the notes.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BITF":"Bitfarms Ltd.","MARA":"Marathon Digital Holdings Inc","COIN":"Coinbase Global, Inc.","CAN":"嘉楠科技","MSTR":"MicroStrategy"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163971357","content_text":"Bitcoin is back in the vicinity of an all-time peak, supported by a series of developments highlighting the deepening embrace of the digital-asset industry in the US under crypto cheerleader Donald Trump.At the top of the tape was the revelation that the president-elect’s Trump Media & Technology Group Corp. is in talks to buy digital-asset marketplace Bakkt Holdings Inc., which sparked a surge in the shares of both companies.Other developments included Nasdaq Inc.’s plan to list options on the $43 billion iShares Bitcoin Trust as early as Tuesday and Goldman Sachs Group Inc.’s push to spin out its digital-asset platform, signs of how crypto and its underlying blockchain technology are burrowing deeper into the financial system.Crypto stocks mixed in morning trading. Marathon Digital rose 7%; MicroStrategy rose 6%; Canaan rose 4%; while Coinbase and Bitfarms fell 2%. Marathon Digital priced its offering of $850M aggregate principal amount of 0.00% convertible senior notes due 2030.MicroStrategy said on Monday that it intends to offer $1.75 billion aggregate principal amount of its 0% convertible senior notes due 2029 in a private offering.MicroStrategy (MSTR) also expects to grant to the initial purchasers of the notes an option to purchase, within a 3-day period, up to an additional $250 million aggregate principal amount of the notes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":345258984558792,"gmtCreate":1725319739792,"gmtModify":1725331896269,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/NVDA 20240920 115.0 PUT\">$NVDA 20240920 115.0 PUT$ </a> 17 more days before the put expires. Crossing my fingers&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/NVDA 20240920 115.0 PUT\">$NVDA 20240920 115.0 PUT$ </a> 17 more days before the put expires. Crossing my fingers&nbsp;","text":"$NVDA 20240920 115.0 PUT$ 17 more days before the put expires. Crossing my fingers","images":[{"img":"https://community-static.tradeup.com/news/cd7dc1a4c2f675f978390a5dfb55863a","width":"898","height":"1530"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":78,"commentSize":2,"repostSize":463,"link":"https://ttm.financial/post/345258984558792","isVote":1,"tweetType":1,"viewCount":8052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":374974704992288,"gmtCreate":1732572515754,"gmtModify":1732572517908,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374974704992288","repostId":"2486277136","repostType":2,"repost":{"id":"2486277136","kind":"highlight","pubTimestamp":1732549275,"share":"https://ttm.financial/m/news/2486277136?lang=&edition=fundamental","pubTime":"2024-11-25 23:41","market":"us","language":"en","title":"Alibaba: Ongoing Restructuring Is A Positive, But Not Enough","url":"https://stock-news.laohu8.com/highlight/detail?id=2486277136","media":"Seeking Alpha","summary":"Alibaba's restructuring continues with the formation of the Alibaba E-commerce Business Group, which will be led by Fan Jiang, which looks entirely in line with the company's focus.Despite restructuri","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba&#39;s restructuring continues with the formation of the Alibaba E-commerce Business Group, which will be led by Fan Jiang, which looks entirely in line with the company&#39;s focus.</p></li><li><p>Despite restructuring efforts since last year, though, Alibaba&#39;s financials remain weak, with Q2 FY25 showing minimal revenue growth and declining adjusted EBITA.</p></li><li><p>Market multiples are improving, however, with BABA&#39;s TTM P/E ratio dropping significantly, making the stock potentially more attractive if the trend continues.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e15561be608d1b7c337e68d18231e694\" title=\"Robert Way\" tg-width=\"750\" tg-height=\"500\"/><span>Robert Way</span></p><p>China&#39;s e-commerce giant Alibaba took yet another step forward in the direction of restructuring last week, after appointing a new CEO last year and releasing a new strategy letter earlier this year.</p><p>It has now combined its entire e-commerce division together to form the Alibaba E-commerce Business Group, which brings together the domestic e-commerce segment, Taobao and Tmall Group [TTG] and Alibaba International Digital Commerce Group, along with smaller e-commerce segments. The new segment also has a new CEO.</p><h2 id=\"id_4239748795\">What Jiang&#39;s new role says</h2><p>It will be headed by Fan Jiang, who was earlier the CEO of the fast-growing international e-commerce segment. The segment saw a robust 31% year-on-year (YoY) increase in revenues in the first six months of its current financial year (H1 FY25, year ending March 2025). The 39-year-old is a computer scientist by training. He had earlier founded Umeng, which provided solutions for mobile app analytics, which was later acquired by Alibaba.</p><p>His background is important to the extent that it ties in with the exact focus areas of the company right now. Here&#39;s how.</p><ul style=\"\"><li><p><strong>Doubling down on tech:</strong> This latest appointment follows Eddie Yongming Wu being named the CEO of the company last year. Wu&#39;s promotion coincided with Alibaba&#39;s renewed focus on tech at a time of “brand-new opportunities from the ongoing AI technological transformation” as per a company release from the time. Wu had worked as a CTO earlier and going by Jiang&#39;s bio, the company continues to focus on leadership with a tech background.</p></li><li><p><strong>Getting entrepreneurial: </strong>His entrepreneurial background is likely beneficial as well. In a strategy update letter earlier this year, Wu said, &#34;For the next ten years, we see ourselves again as a start-up defined by entrepreneurship, innovation, and our mission “to make it easy to do business anywhere.”&#34;.</p></li><li><p><strong>Millennials in focus: </strong>Finally, it&#39;s also in line with the focus on promoting millennials like the Jian to prominent positions, which may well be explained by the segment&#39;s contribution to e-commerce in China. As the chart below shows, customers in the age range of 25-44, which essentially represents millennials, account for the biggest proportion of online spending across categories.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7f632f16fdd38543e19fdb3fe8c3a05b\" title=\"Source: ecommerceDB\" tg-width=\"640\" tg-height=\"388\"/><span>Source: ecommerceDB</span></p><h2 id=\"id_2840504443\">Underwhelming results</h2><p>The impact of the ongoing restructuring on the company&#39;s financials appears to be a thing of the future, though. For now, Alibaba continues to show underwhelming financials, as seen in its recent Q2 FY25 results. The key financial developments are as follows:</p><ul style=\"\"><li><p>Revenue growth remained almost at the same level at 5% YoY in Q2 2025 compared to 4% YoY in Q1 FY25.</p></li><li><p>The adjusted EBITA contraction worsened to 5% YoY compared to a 1% YoY decline in Q1 FY25. The company ascribes this to &#34;the increase in investments in our e-commerce businesses&#34;.</p></li><li><p>But TTG&#39;s performance still lags behind, with just 1% YoY revenue growth and a 5% YoY decline in adjusted EBITA levels. The international e-commerce division did much better, with a 29% YoY revenue growth, though it remains loss making. In fact, its adjusted EBITA losses ballooned by a massive 657% YoY.</p></li><li><p>The cloud services segment remained the bright spot, with a 7% YoY revenue increase and 89% YoY increase in adjusted EBITA. But its contribution is small, at 12.5% for revenues and an even smaller 6.6% for adjusted EBITA during the quarter, which explains its limited effect on Alibaba&#39;s overall financials.</p></li><li><p>The company&#39;s adjusted net income also saw a 9% YoY decline, even as the GAAP net income showed a robust increase (see table below) largely due to gains on equity investments.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a6cfa428f325815310308c9089af57eb\" title=\"Source: Alibaba\" tg-width=\"640\" tg-height=\"410\"/><span>Source: Alibaba</span></p><h2 id=\"id_3075854788\">Market multiples are improving</h2><p>Despite the muted performance, though, there&#39;s something to be said for the market multiples. First, the stock&#39;s trailing twelve months [TTM] GAAP price-to-earnings (P/E) ratio at 16.85x, is much lower than the 26.4x it was at the last I checked. While it remains much higher compared with Temu owner PDD Holdings (PDD) and JD.com (JD) at 9.54x and 10.85x respectively, the gap has reduced in the past month.</p><p>Moreover, the difference between BABA&#39;s and its peers&#39; multiples is far smaller when considering the forward non-GAAP P/E. BABA is at 9.46x compared to PDD at 8.7x and JD at 8.9x. With a decline of over 13% in BABA&#39;s stock price in the past month alone, it could look much better placed soon enough if the trend continues.</p><p>On the other hand, though, its continued share buybacks could provide some lift for the price as well. I&#39;m not holding my breath, though. In Q2 FY25, it bought back shares worth USD 4.1 billion, which is around 2.2% of its current market capitalization. And while BABA rose by 36% during the quarter, it&#39;s doubtful whether this is down to the share buyback. The rise coincided with the stimulus from the People&#39;s Bank of China in late September after staying relatively flat through much of the quarter.</p><h2 id=\"id_2042167502\">What next?</h2><p>Essentially, now is a good time to watch how the BABA stock story develops. There are two potential catalysts for it going forward. The first, of course, is just its price, which is beginning to get to more attractive levels. If it continues to decline, it can become more attractive compared to peers, flipping it into a stock to buy.</p><p>The second is the potential indicated by the company&#39;s restructuring exercise. Even though Alibaba&#39;s financials continue to remain relatively soft, the company&#39;s dogged efforts to breathe life back into its massive but sagging domestic e-commerce segment are noteworthy. The recent appointment of Jiang to head up the newly consolidated e-commerce segment can even be seen as a reflection of its clarity in focus on tech, an entrepreneurial spirit and its target customer segment.</p><p>For now, though, the critical driving factor for BABA is the recent earnings report, since whose release the stock is down by 8%. Even if the sluggish revenue growth were explained by the state of the Chinese consumer market right now, the contraction in profits is hard to get past. I&#39;m retaining a Hold rating on BABA.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","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>Alibaba: Ongoing Restructuring Is A Positive, But Not Enough</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\">\nAlibaba: Ongoing Restructuring Is A Positive, But Not Enough\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-25 23:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4739995-alibaba-ongoing-restructuring-is-a-positive-but-not-enough><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba's restructuring continues with the formation of the Alibaba E-commerce Business Group, which will be led by Fan Jiang, which looks entirely in line with the company's focus.Despite ...</p>\n\n<a href=\"https://seekingalpha.com/article/4739995-alibaba-ongoing-restructuring-is-a-positive-but-not-enough\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4534":"瑞士信贷持仓","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4575":"芯片概念","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","BK4220":"综合零售","BK4535":"淡马锡持仓","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU0370786039.SGD":"Fidelity Greater China A-SGD","BABA":"阿里巴巴","BK4503":"景林资产持仓","BK4588":"碎股","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4579":"人工智能","BK4502":"阿里概念","LU0823426480.USD":"法巴中国股票经典Dis","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK4122":"互联网与直销零售","09988":"阿里巴巴-W","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","BK4505":"高瓴资本持仓","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0823413587.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) ACC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0048580855.USD":"富达大中华区A","BK4565":"NFT概念","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","BK4554":"元宇宙及AR概念"},"source_url":"https://seekingalpha.com/article/4739995-alibaba-ongoing-restructuring-is-a-positive-but-not-enough","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2486277136","content_text":"Alibaba's restructuring continues with the formation of the Alibaba E-commerce Business Group, which will be led by Fan Jiang, which looks entirely in line with the company's focus.Despite restructuring efforts since last year, though, Alibaba's financials remain weak, with Q2 FY25 showing minimal revenue growth and declining adjusted EBITA.Market multiples are improving, however, with BABA's TTM P/E ratio dropping significantly, making the stock potentially more attractive if the trend continues.Robert WayChina's e-commerce giant Alibaba took yet another step forward in the direction of restructuring last week, after appointing a new CEO last year and releasing a new strategy letter earlier this year.It has now combined its entire e-commerce division together to form the Alibaba E-commerce Business Group, which brings together the domestic e-commerce segment, Taobao and Tmall Group [TTG] and Alibaba International Digital Commerce Group, along with smaller e-commerce segments. The new segment also has a new CEO.What Jiang's new role saysIt will be headed by Fan Jiang, who was earlier the CEO of the fast-growing international e-commerce segment. The segment saw a robust 31% year-on-year (YoY) increase in revenues in the first six months of its current financial year (H1 FY25, year ending March 2025). The 39-year-old is a computer scientist by training. He had earlier founded Umeng, which provided solutions for mobile app analytics, which was later acquired by Alibaba.His background is important to the extent that it ties in with the exact focus areas of the company right now. Here's how.Doubling down on tech: This latest appointment follows Eddie Yongming Wu being named the CEO of the company last year. Wu's promotion coincided with Alibaba's renewed focus on tech at a time of “brand-new opportunities from the ongoing AI technological transformation” as per a company release from the time. Wu had worked as a CTO earlier and going by Jiang's bio, the company continues to focus on leadership with a tech background.Getting entrepreneurial: His entrepreneurial background is likely beneficial as well. In a strategy update letter earlier this year, Wu said, \"For the next ten years, we see ourselves again as a start-up defined by entrepreneurship, innovation, and our mission “to make it easy to do business anywhere.”\".Millennials in focus: Finally, it's also in line with the focus on promoting millennials like the Jian to prominent positions, which may well be explained by the segment's contribution to e-commerce in China. As the chart below shows, customers in the age range of 25-44, which essentially represents millennials, account for the biggest proportion of online spending across categories.Source: ecommerceDBUnderwhelming resultsThe impact of the ongoing restructuring on the company's financials appears to be a thing of the future, though. For now, Alibaba continues to show underwhelming financials, as seen in its recent Q2 FY25 results. The key financial developments are as follows:Revenue growth remained almost at the same level at 5% YoY in Q2 2025 compared to 4% YoY in Q1 FY25.The adjusted EBITA contraction worsened to 5% YoY compared to a 1% YoY decline in Q1 FY25. The company ascribes this to \"the increase in investments in our e-commerce businesses\".But TTG's performance still lags behind, with just 1% YoY revenue growth and a 5% YoY decline in adjusted EBITA levels. The international e-commerce division did much better, with a 29% YoY revenue growth, though it remains loss making. In fact, its adjusted EBITA losses ballooned by a massive 657% YoY.The cloud services segment remained the bright spot, with a 7% YoY revenue increase and 89% YoY increase in adjusted EBITA. But its contribution is small, at 12.5% for revenues and an even smaller 6.6% for adjusted EBITA during the quarter, which explains its limited effect on Alibaba's overall financials.The company's adjusted net income also saw a 9% YoY decline, even as the GAAP net income showed a robust increase (see table below) largely due to gains on equity investments.Source: AlibabaMarket multiples are improvingDespite the muted performance, though, there's something to be said for the market multiples. First, the stock's trailing twelve months [TTM] GAAP price-to-earnings (P/E) ratio at 16.85x, is much lower than the 26.4x it was at the last I checked. While it remains much higher compared with Temu owner PDD Holdings (PDD) and JD.com (JD) at 9.54x and 10.85x respectively, the gap has reduced in the past month.Moreover, the difference between BABA's and its peers' multiples is far smaller when considering the forward non-GAAP P/E. BABA is at 9.46x compared to PDD at 8.7x and JD at 8.9x. With a decline of over 13% in BABA's stock price in the past month alone, it could look much better placed soon enough if the trend continues.On the other hand, though, its continued share buybacks could provide some lift for the price as well. I'm not holding my breath, though. In Q2 FY25, it bought back shares worth USD 4.1 billion, which is around 2.2% of its current market capitalization. And while BABA rose by 36% during the quarter, it's doubtful whether this is down to the share buyback. The rise coincided with the stimulus from the People's Bank of China in late September after staying relatively flat through much of the quarter.What next?Essentially, now is a good time to watch how the BABA stock story develops. There are two potential catalysts for it going forward. The first, of course, is just its price, which is beginning to get to more attractive levels. If it continues to decline, it can become more attractive compared to peers, flipping it into a stock to buy.The second is the potential indicated by the company's restructuring exercise. Even though Alibaba's financials continue to remain relatively soft, the company's dogged efforts to breathe life back into its massive but sagging domestic e-commerce segment are noteworthy. The recent appointment of Jiang to head up the newly consolidated e-commerce segment can even be seen as a reflection of its clarity in focus on tech, an entrepreneurial spirit and its target customer segment.For now, though, the critical driving factor for BABA is the recent earnings report, since whose release the stock is down by 8%. Even if the sluggish revenue growth were explained by the state of the Chinese consumer market right now, the contraction in profits is hard to get past. I'm retaining a Hold rating on BABA.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374575447179576,"gmtCreate":1732489582575,"gmtModify":1732489584593,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374575447179576","repostId":"1199718053","repostType":2,"repost":{"id":"1199718053","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1732452023,"share":"https://ttm.financial/m/news/1199718053?lang=&edition=fundamental","pubTime":"2024-11-24 20:40","market":"us","language":"en","title":"How Markets Have Responded to Deficits, in Charts","url":"https://stock-news.laohu8.com/highlight/detail?id=1199718053","media":"Dow Jones","summary":"Worries about government deficits are making one of their periodic tours of Wall Street.Investors say the prospect of bigger budget imbalances in the second Trump administration are a factor behind th","content":"<html><head></head><body><p>Worries about government deficits are making one of their periodic tours of Wall Street.</p><p style=\"text-align: start;\">Investors say the prospect of bigger budget imbalances in the second Trump administration are a factor behind the recent climb in Treasury yields, which help set borrowing costs throughout the economy. This year’s projected budget deficit of $1.9 trillion is already likely to reach more than 6% of economic output, a threshold crossed previously only during World War II, the 2008-09 financial crisis and the Covid-19 pandemic. Yet stocks keep hitting records.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/50b65e57fc56b34120a47cfa583ef601\" tg-width=\"581\" tg-height=\"360\"/></p><p>With President-elect Trump’s proposed tax cuts—and soaring Social Security and Medicare costs—projected to keep annual deficits at a historically high level, the debate over deficits is raging anew. Here’s a look at how fiscal policy has affected investments during some recent administrations:</p><h3 id=\"id_4020847738\">Ronald Reagan, 1981-89</h3><p>President Ronald Reagan’s 1981 tax cuts contributed to a sharply higher federal deficit by the midpoint of his two-term administration. It reached as high as 5.7% of GDP in 1983—enough to prompt concern among investors. In that year, economist Edward Yardeni coined the term “bond vigilantes” for investors who will demand higher rates to buy Treasurys to compensate for the risks tied to budget imbalances and inflation.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cbdfe1cd1c5cced66a0b5f1aba14e6eb\" tg-width=\"582\" tg-height=\"246\"/></p><p> “The idea of the bond vigilantes is that they intervene and maintain law and order if monetary and fiscal policy aren’t going to do it,” he said in a recent interview. “In the ’80s, I think it actually had more to do with a fear that inflation would make a comeback than it had to do with the deficit.” </p><p style=\"text-align: start;\">The 10-year Treasury yield peaked above 15% in Reagan’s first year, because of the Federal Reserve’s Volcker-era inflation fight. The combination of high rates and expansive fiscal policy attracted overseas money. The dollar got so strong that a group of developed countries agreed to deliberately weaken it during a 1985 meeting in Manhattan’s Plaza Hotel.</p><h3 id=\"id_2583688440\" style=\"text-align: start;\">George H.W. Bush, 1989-93</h3><p style=\"text-align: start;\">Deficit reduction then became a priority in Washington, D.C. President George H.W. Bush reneged on his “No new taxes” pledge after concluding that any agreement to cut the national deficit would need both spending cuts and tax increases.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eadcdfdc3a2565505cd056c16c1c8798\" tg-width=\"577\" tg-height=\"252\"/></p><p>“In ’81 we passed the giant tax cut. And by ’82 it was pretty clear they had gone way too far. And so from ’83 to ’97, across three administrations, all we did was deficit reduction,” said Marc Goldwein, senior policy director for the Committee for a Responsible Federal Budget. </p><p style=\"text-align: start;\">The deficit as a share of GDP peaked around 4.4% after the 1991 recession before falling to 3.7% by the end of 1993. The 10-year Treasury yield fell nearly 2.5 percentage points to around 6.4% at the end of Bush’s term.</p><h3 id=\"id_1646595010\" style=\"text-align: start;\">Bill Clinton, 1993-2001</h3><p style=\"text-align: start;\">Entering the White House in 1993, Bill Clinton was caught between campaign promises to reduce the deficit and to deliver a middle-class tax cut. Economic advisers including Robert Rubin convinced Clinton to prioritize deficit reduction to help bring down longer-term Treasury yields. That prompted political adviser James Carville’s quip that he would like to be reincarnated as the bond market because “you can intimidate everybody.”</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b4ea1b3f23c818b57de82811ca09f160\" tg-width=\"573\" tg-height=\"252\"/></p><p>It wasn’t a completely smooth ride: the 10-year yield surged above 8% in 1994 when the Fed was aggressively raising short-term rates. But yields retreated again afterward, as the Clinton-era boom briefly turned the deficit into a surplus.</p><p style=\"text-align: start;\">“The world actually behaved the way economists think it should—you cut deficits, interest rates fall, you get more investment,” said David Wessel, director of the Hutchins Center on Fiscal and Monetary Policy at the Brookings Institution.</p><h3 id=\"id_978368608\" style=\"text-align: start;\">George W. Bush, 2001-09</h3><p style=\"text-align: start;\">Deficits grew to records after the Bush administration’s tax cuts in 2001 and 2003, and a major increase in military spending that followed the Sept. 11 terrorist attacks in 2001. Stocks mostly rebounded from the dot-com collapse and short-term rates topped 5%. </p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7fd3f6e0a777cc17dbb8e51d908d3bf1\" tg-width=\"575\" tg-height=\"250\"/></p><p>Then the collapse of the housing market fueled the financial crisis of 2008-09. Stocks plunged, and the Fed cut short-term rates to zero.</p><h3 id=\"id_3541661090\" style=\"text-align: start;\">Barack Obama, 2009-17</h3><p style=\"text-align: start;\">Deficits soared again when the Obama administration launched early stimulus packages to help revive the economy. But tighter fiscal policy followed, which some economists blame for a slow recovery. </p><p style=\"text-align: start;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1a54e31e5d8b944aa5bc759692c4eb72\" tg-width=\"575\" tg-height=\"249\"/></p><p style=\"text-align: start;\">Rates stayed near zero and the Fed bought bonds to ease strains on the banking system. That helped support stocks, while easy borrowing conditions helped fuel the technology boom. </p><p style=\"text-align: start;\">Political brinkmanship around the debt ceiling in 2011, however, led to fears of a missed payment on Treasurys, the world’s safest investment, and sparked a credit downgrade of the U.S.</p><p style=\"text-align: start;\">Stocks fell and investors sheltered in Treasurys before a deal was reached.</p><h3 id=\"id_2940178689\" style=\"text-align: start;\">Donald Trump, 2017-21</h3><p style=\"text-align: start;\">The Trump administration’s early tax cuts put the deficit as a share of GDP back on the rise. Shares of banks, industrials and smaller firms soared along with bond yields, in what investors called the “reflation trade.” Stocks hit records. </p><p style=\"text-align: start;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c5df7fdaf79f6214d1362943281805ac\" tg-width=\"577\" tg-height=\"250\"/></p><p style=\"text-align: start;\">The unprecedented response to the Covid-19 pandemic in Trump’s final year then widened the deficit again. A multitrillion-dollar bipartisan spending package kick-started a furious economic recovery, and sent the deficit as a share of GDP to the highest level since World War II. </p><p style=\"text-align: start;\">Stocks recovered quickly after the Fed cut rates near zero. Treasury yields hit rock bottom.</p><h3 id=\"id_1699535922\" style=\"text-align: start;\">Joseph Biden, 2021-present</h3><p style=\"text-align: start;\">The Biden administration kept the spending rolling. The Fed began rapidly hiking interest rates to combat inflation, driving up the government’s interest costs. Meanwhile, tax revenues slipped. </p><p style=\"text-align: start;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b38f86e49f8d12fba5fdf0715acbb3e8\" tg-width=\"578\" tg-height=\"269\"/></p><p style=\"text-align: start;\">The government sold more bonds to cover the gap, exacerbating a bond rout that sent the 10-year yield to 5%. Officials shifted the mix of borrowing a little toward debt with shorter maturities, helping calm markets.</p><p style=\"text-align: start;\">Wall Street has since had little trouble absorbing the government’s borrowing binge. </p><p style=\"text-align: start;\">Ongoing economic strength—and the prospect of bigger deficits under the next Trump administration—have helped drive bond yields higher in recent months. But some investors said that could still boost markets for some time. </p><p style=\"text-align: start;\">“Generally speaking, deficit spending adds to corporate profits,” said Sonu Varghese, global macro strategist at Carson Group. “Where things could get hairy is if the bond market feels like now rates have to be higher for longer, and that starts to crimp investment spending.”</p><p style=\"text-align: start;\"><em>Note: Asset performance provided by Dow Jones Market Data except the S&amp;P 500 total return for Reagan’s presidency, which was provided by S&amp;P Dow Jones Indices. Total returns for Treasurys are based on the Bloomberg US Treasury Index. Both Treasurys and the Reagan-era total stock returns are based on monthly readings and don’t correspond precisely with inaugurations. Asset performance refers to either four-year or eight-year periods, depending on the presidency.</em><br/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>How Markets Have Responded to Deficits, in Charts</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\">\nHow Markets Have Responded to Deficits, in Charts\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-24 20:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Worries about government deficits are making one of their periodic tours of Wall Street.</p><p style=\"text-align: start;\">Investors say the prospect of bigger budget imbalances in the second Trump administration are a factor behind the recent climb in Treasury yields, which help set borrowing costs throughout the economy. This year’s projected budget deficit of $1.9 trillion is already likely to reach more than 6% of economic output, a threshold crossed previously only during World War II, the 2008-09 financial crisis and the Covid-19 pandemic. Yet stocks keep hitting records.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/50b65e57fc56b34120a47cfa583ef601\" tg-width=\"581\" tg-height=\"360\"/></p><p>With President-elect Trump’s proposed tax cuts—and soaring Social Security and Medicare costs—projected to keep annual deficits at a historically high level, the debate over deficits is raging anew. Here’s a look at how fiscal policy has affected investments during some recent administrations:</p><h3 id=\"id_4020847738\">Ronald Reagan, 1981-89</h3><p>President Ronald Reagan’s 1981 tax cuts contributed to a sharply higher federal deficit by the midpoint of his two-term administration. It reached as high as 5.7% of GDP in 1983—enough to prompt concern among investors. In that year, economist Edward Yardeni coined the term “bond vigilantes” for investors who will demand higher rates to buy Treasurys to compensate for the risks tied to budget imbalances and inflation.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cbdfe1cd1c5cced66a0b5f1aba14e6eb\" tg-width=\"582\" tg-height=\"246\"/></p><p> “The idea of the bond vigilantes is that they intervene and maintain law and order if monetary and fiscal policy aren’t going to do it,” he said in a recent interview. “In the ’80s, I think it actually had more to do with a fear that inflation would make a comeback than it had to do with the deficit.” </p><p style=\"text-align: start;\">The 10-year Treasury yield peaked above 15% in Reagan’s first year, because of the Federal Reserve’s Volcker-era inflation fight. The combination of high rates and expansive fiscal policy attracted overseas money. The dollar got so strong that a group of developed countries agreed to deliberately weaken it during a 1985 meeting in Manhattan’s Plaza Hotel.</p><h3 id=\"id_2583688440\" style=\"text-align: start;\">George H.W. Bush, 1989-93</h3><p style=\"text-align: start;\">Deficit reduction then became a priority in Washington, D.C. President George H.W. Bush reneged on his “No new taxes” pledge after concluding that any agreement to cut the national deficit would need both spending cuts and tax increases.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eadcdfdc3a2565505cd056c16c1c8798\" tg-width=\"577\" tg-height=\"252\"/></p><p>“In ’81 we passed the giant tax cut. And by ’82 it was pretty clear they had gone way too far. And so from ’83 to ’97, across three administrations, all we did was deficit reduction,” said Marc Goldwein, senior policy director for the Committee for a Responsible Federal Budget. </p><p style=\"text-align: start;\">The deficit as a share of GDP peaked around 4.4% after the 1991 recession before falling to 3.7% by the end of 1993. The 10-year Treasury yield fell nearly 2.5 percentage points to around 6.4% at the end of Bush’s term.</p><h3 id=\"id_1646595010\" style=\"text-align: start;\">Bill Clinton, 1993-2001</h3><p style=\"text-align: start;\">Entering the White House in 1993, Bill Clinton was caught between campaign promises to reduce the deficit and to deliver a middle-class tax cut. Economic advisers including Robert Rubin convinced Clinton to prioritize deficit reduction to help bring down longer-term Treasury yields. That prompted political adviser James Carville’s quip that he would like to be reincarnated as the bond market because “you can intimidate everybody.”</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b4ea1b3f23c818b57de82811ca09f160\" tg-width=\"573\" tg-height=\"252\"/></p><p>It wasn’t a completely smooth ride: the 10-year yield surged above 8% in 1994 when the Fed was aggressively raising short-term rates. But yields retreated again afterward, as the Clinton-era boom briefly turned the deficit into a surplus.</p><p style=\"text-align: start;\">“The world actually behaved the way economists think it should—you cut deficits, interest rates fall, you get more investment,” said David Wessel, director of the Hutchins Center on Fiscal and Monetary Policy at the Brookings Institution.</p><h3 id=\"id_978368608\" style=\"text-align: start;\">George W. Bush, 2001-09</h3><p style=\"text-align: start;\">Deficits grew to records after the Bush administration’s tax cuts in 2001 and 2003, and a major increase in military spending that followed the Sept. 11 terrorist attacks in 2001. Stocks mostly rebounded from the dot-com collapse and short-term rates topped 5%. </p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7fd3f6e0a777cc17dbb8e51d908d3bf1\" tg-width=\"575\" tg-height=\"250\"/></p><p>Then the collapse of the housing market fueled the financial crisis of 2008-09. Stocks plunged, and the Fed cut short-term rates to zero.</p><h3 id=\"id_3541661090\" style=\"text-align: start;\">Barack Obama, 2009-17</h3><p style=\"text-align: start;\">Deficits soared again when the Obama administration launched early stimulus packages to help revive the economy. But tighter fiscal policy followed, which some economists blame for a slow recovery. </p><p style=\"text-align: start;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1a54e31e5d8b944aa5bc759692c4eb72\" tg-width=\"575\" tg-height=\"249\"/></p><p style=\"text-align: start;\">Rates stayed near zero and the Fed bought bonds to ease strains on the banking system. That helped support stocks, while easy borrowing conditions helped fuel the technology boom. </p><p style=\"text-align: start;\">Political brinkmanship around the debt ceiling in 2011, however, led to fears of a missed payment on Treasurys, the world’s safest investment, and sparked a credit downgrade of the U.S.</p><p style=\"text-align: start;\">Stocks fell and investors sheltered in Treasurys before a deal was reached.</p><h3 id=\"id_2940178689\" style=\"text-align: start;\">Donald Trump, 2017-21</h3><p style=\"text-align: start;\">The Trump administration’s early tax cuts put the deficit as a share of GDP back on the rise. Shares of banks, industrials and smaller firms soared along with bond yields, in what investors called the “reflation trade.” Stocks hit records. </p><p style=\"text-align: start;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c5df7fdaf79f6214d1362943281805ac\" tg-width=\"577\" tg-height=\"250\"/></p><p style=\"text-align: start;\">The unprecedented response to the Covid-19 pandemic in Trump’s final year then widened the deficit again. A multitrillion-dollar bipartisan spending package kick-started a furious economic recovery, and sent the deficit as a share of GDP to the highest level since World War II. </p><p style=\"text-align: start;\">Stocks recovered quickly after the Fed cut rates near zero. Treasury yields hit rock bottom.</p><h3 id=\"id_1699535922\" style=\"text-align: start;\">Joseph Biden, 2021-present</h3><p style=\"text-align: start;\">The Biden administration kept the spending rolling. The Fed began rapidly hiking interest rates to combat inflation, driving up the government’s interest costs. Meanwhile, tax revenues slipped. </p><p style=\"text-align: start;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b38f86e49f8d12fba5fdf0715acbb3e8\" tg-width=\"578\" tg-height=\"269\"/></p><p style=\"text-align: start;\">The government sold more bonds to cover the gap, exacerbating a bond rout that sent the 10-year yield to 5%. Officials shifted the mix of borrowing a little toward debt with shorter maturities, helping calm markets.</p><p style=\"text-align: start;\">Wall Street has since had little trouble absorbing the government’s borrowing binge. </p><p style=\"text-align: start;\">Ongoing economic strength—and the prospect of bigger deficits under the next Trump administration—have helped drive bond yields higher in recent months. But some investors said that could still boost markets for some time. </p><p style=\"text-align: start;\">“Generally speaking, deficit spending adds to corporate profits,” said Sonu Varghese, global macro strategist at Carson Group. “Where things could get hairy is if the bond market feels like now rates have to be higher for longer, and that starts to crimp investment spending.”</p><p style=\"text-align: start;\"><em>Note: Asset performance provided by Dow Jones Market Data except the S&amp;P 500 total return for Reagan’s presidency, which was provided by S&amp;P Dow Jones Indices. Total returns for Treasurys are based on the Bloomberg US Treasury Index. Both Treasurys and the Reagan-era total stock returns are based on monthly readings and don’t correspond precisely with inaugurations. Asset performance refers to either four-year or eight-year periods, depending on the presidency.</em><br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","TQQQ":"纳指三倍做多ETF",".SPX":"S&P 500 Index","QQQ":"纳指100ETF","SQQQ":"纳指三倍做空ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199718053","content_text":"Worries about government deficits are making one of their periodic tours of Wall Street.Investors say the prospect of bigger budget imbalances in the second Trump administration are a factor behind the recent climb in Treasury yields, which help set borrowing costs throughout the economy. This year’s projected budget deficit of $1.9 trillion is already likely to reach more than 6% of economic output, a threshold crossed previously only during World War II, the 2008-09 financial crisis and the Covid-19 pandemic. Yet stocks keep hitting records.With President-elect Trump’s proposed tax cuts—and soaring Social Security and Medicare costs—projected to keep annual deficits at a historically high level, the debate over deficits is raging anew. Here’s a look at how fiscal policy has affected investments during some recent administrations:Ronald Reagan, 1981-89President Ronald Reagan’s 1981 tax cuts contributed to a sharply higher federal deficit by the midpoint of his two-term administration. It reached as high as 5.7% of GDP in 1983—enough to prompt concern among investors. In that year, economist Edward Yardeni coined the term “bond vigilantes” for investors who will demand higher rates to buy Treasurys to compensate for the risks tied to budget imbalances and inflation. “The idea of the bond vigilantes is that they intervene and maintain law and order if monetary and fiscal policy aren’t going to do it,” he said in a recent interview. “In the ’80s, I think it actually had more to do with a fear that inflation would make a comeback than it had to do with the deficit.” The 10-year Treasury yield peaked above 15% in Reagan’s first year, because of the Federal Reserve’s Volcker-era inflation fight. The combination of high rates and expansive fiscal policy attracted overseas money. The dollar got so strong that a group of developed countries agreed to deliberately weaken it during a 1985 meeting in Manhattan’s Plaza Hotel.George H.W. Bush, 1989-93Deficit reduction then became a priority in Washington, D.C. President George H.W. Bush reneged on his “No new taxes” pledge after concluding that any agreement to cut the national deficit would need both spending cuts and tax increases.“In ’81 we passed the giant tax cut. And by ’82 it was pretty clear they had gone way too far. And so from ’83 to ’97, across three administrations, all we did was deficit reduction,” said Marc Goldwein, senior policy director for the Committee for a Responsible Federal Budget. The deficit as a share of GDP peaked around 4.4% after the 1991 recession before falling to 3.7% by the end of 1993. The 10-year Treasury yield fell nearly 2.5 percentage points to around 6.4% at the end of Bush’s term.Bill Clinton, 1993-2001Entering the White House in 1993, Bill Clinton was caught between campaign promises to reduce the deficit and to deliver a middle-class tax cut. Economic advisers including Robert Rubin convinced Clinton to prioritize deficit reduction to help bring down longer-term Treasury yields. That prompted political adviser James Carville’s quip that he would like to be reincarnated as the bond market because “you can intimidate everybody.”It wasn’t a completely smooth ride: the 10-year yield surged above 8% in 1994 when the Fed was aggressively raising short-term rates. But yields retreated again afterward, as the Clinton-era boom briefly turned the deficit into a surplus.“The world actually behaved the way economists think it should—you cut deficits, interest rates fall, you get more investment,” said David Wessel, director of the Hutchins Center on Fiscal and Monetary Policy at the Brookings Institution.George W. Bush, 2001-09Deficits grew to records after the Bush administration’s tax cuts in 2001 and 2003, and a major increase in military spending that followed the Sept. 11 terrorist attacks in 2001. Stocks mostly rebounded from the dot-com collapse and short-term rates topped 5%. Then the collapse of the housing market fueled the financial crisis of 2008-09. Stocks plunged, and the Fed cut short-term rates to zero.Barack Obama, 2009-17Deficits soared again when the Obama administration launched early stimulus packages to help revive the economy. But tighter fiscal policy followed, which some economists blame for a slow recovery. Rates stayed near zero and the Fed bought bonds to ease strains on the banking system. That helped support stocks, while easy borrowing conditions helped fuel the technology boom. Political brinkmanship around the debt ceiling in 2011, however, led to fears of a missed payment on Treasurys, the world’s safest investment, and sparked a credit downgrade of the U.S.Stocks fell and investors sheltered in Treasurys before a deal was reached.Donald Trump, 2017-21The Trump administration’s early tax cuts put the deficit as a share of GDP back on the rise. Shares of banks, industrials and smaller firms soared along with bond yields, in what investors called the “reflation trade.” Stocks hit records. The unprecedented response to the Covid-19 pandemic in Trump’s final year then widened the deficit again. A multitrillion-dollar bipartisan spending package kick-started a furious economic recovery, and sent the deficit as a share of GDP to the highest level since World War II. Stocks recovered quickly after the Fed cut rates near zero. Treasury yields hit rock bottom.Joseph Biden, 2021-presentThe Biden administration kept the spending rolling. The Fed began rapidly hiking interest rates to combat inflation, driving up the government’s interest costs. Meanwhile, tax revenues slipped. The government sold more bonds to cover the gap, exacerbating a bond rout that sent the 10-year yield to 5%. Officials shifted the mix of borrowing a little toward debt with shorter maturities, helping calm markets.Wall Street has since had little trouble absorbing the government’s borrowing binge. Ongoing economic strength—and the prospect of bigger deficits under the next Trump administration—have helped drive bond yields higher in recent months. But some investors said that could still boost markets for some time. “Generally speaking, deficit spending adds to corporate profits,” said Sonu Varghese, global macro strategist at Carson Group. “Where things could get hairy is if the bond market feels like now rates have to be higher for longer, and that starts to crimp investment spending.”Note: Asset performance provided by Dow Jones Market Data except the S&P 500 total return for Reagan’s presidency, which was provided by S&P Dow Jones Indices. Total returns for Treasurys are based on the Bloomberg US Treasury Index. Both Treasurys and the Reagan-era total stock returns are based on monthly readings and don’t correspond precisely with inaugurations. Asset performance refers to either four-year or eight-year periods, depending on the presidency.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348839738056856,"gmtCreate":1726184414589,"gmtModify":1726184416676,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/348839738056856","repostId":"2467734673","repostType":2,"repost":{"id":"2467734673","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1726182900,"share":"https://ttm.financial/m/news/2467734673?lang=&edition=fundamental","pubTime":"2024-09-13 07:15","market":"us","language":"en","title":"RH Stock Surges 18% After Retailer Gives Update About Demand for Its Home Wares","url":"https://stock-news.laohu8.com/highlight/detail?id=2467734673","media":"Dow Jones","summary":"RH Tops Wall Street Expectations for Its Second Quarter","content":"<html><head></head><body><p>&#39;We expect our demand trends to accelerate throughout fiscal 2024 and into 2025,&#39; RH tells investors</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1695d9116c2c59bfd9bf3183a48e7f6f\" alt=\"An RH store in Nashville. The furniture retailer topped Wall Street expectations for its second quarter.\" title=\"An RH store in Nashville. The furniture retailer topped Wall Street expectations for its second quarter.\" tg-width=\"689\" tg-height=\"457\"/><span>An RH store in Nashville. The furniture retailer topped Wall Street expectations for its second quarter.</span></p><p>Shares of RH, formerly known as Restoration Hardware, jumped more than 18% in the extended session Thursday, after the retailer said it continues to see healthy demand for its furniture and home furnishings, and reported a quarterly earnings beat.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d36437f232e7c2fae658e2744e05274c\" tg-width=\"877\" tg-height=\"626\"/></p><p>Demand for its products was up 7% in the second quarter, RH said, and has continued to climb ever since, &#34;gaining momentum&#34; each month with July up 10%, Chief Executive Gary Friedman said in a letter to shareholders.</p><p>Demand sped up into the third quarter, with August up 12% and with RH enjoying positive margins &#34;despite operating in the most challenging housing market in three decades,&#34; Friedman wrote.</p><p>In the letter, Friedman said while &#34;aggressively investing into a downturn&#34; put pressure on short-term results, it has set up the company &#34;to capitalize on the long-term opportunities that present themselves during times of disruption and dislocation.&#34;</p><p>RH&#39;s rising demand shows that it is the best-positioned brand in the industry to benefit from a housing-market rebound once interest rates fall and home prices &#34;reset lower,&#34; the famously prolific CEO said.</p><p>See also: Williams-Sonoma&#39;s revenue falls short of estimates and retailer trims guidance</p><p>RH earned $29 million, or $1.45 a share, in the second quarter, compared with $76.5 million, or $3.36 a share, in the year-ago period. Adjusted for one-time items, it earned $1.69 a share.</p><p>Sales rose to $829.7 million, from $800.5 million a year ago.</p><p>Analysts polled by FactSet expected the company to report adjusted earnings of $1.56 a share on sales of $825 million.</p><p>RH tweaked its outlook lower for the year, however. Market conditions are likely to &#34;remain challenging&#34; until interest rates ease and the housing market begins to rebound.</p><p>Demand trends are likely to accelerate throughout fiscal 2024 and into 2025, but revenue is expected to lag that demand during the year, the company said.</p><p>It guided for fiscal 2024 demand in the range of 8% to 10%, and revenue growth in the range of 5% to 7%. When RH reported first-quarter results in June, it called for demand growth in the range of 12% to 14% and revenue growth of 8% to 10% for the year.</p><p>For the fiscal third quarter, it forecast demand growth in the range of 12% to 14% and revenue growth in the range of 7% to 9%.</p><p>Shares of RH have dropped 12% this year, contrasting with an advance of around 17% for the S&amp;P 500 index.</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>RH Stock Surges 18% After Retailer Gives Update About Demand for Its Home Wares</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\">\nRH Stock Surges 18% After Retailer Gives Update About Demand for Its Home Wares\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-13 07:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>&#39;We expect our demand trends to accelerate throughout fiscal 2024 and into 2025,&#39; RH tells investors</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1695d9116c2c59bfd9bf3183a48e7f6f\" alt=\"An RH store in Nashville. The furniture retailer topped Wall Street expectations for its second quarter.\" title=\"An RH store in Nashville. The furniture retailer topped Wall Street expectations for its second quarter.\" tg-width=\"689\" tg-height=\"457\"/><span>An RH store in Nashville. The furniture retailer topped Wall Street expectations for its second quarter.</span></p><p>Shares of RH, formerly known as Restoration Hardware, jumped more than 18% in the extended session Thursday, after the retailer said it continues to see healthy demand for its furniture and home furnishings, and reported a quarterly earnings beat.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d36437f232e7c2fae658e2744e05274c\" tg-width=\"877\" tg-height=\"626\"/></p><p>Demand for its products was up 7% in the second quarter, RH said, and has continued to climb ever since, &#34;gaining momentum&#34; each month with July up 10%, Chief Executive Gary Friedman said in a letter to shareholders.</p><p>Demand sped up into the third quarter, with August up 12% and with RH enjoying positive margins &#34;despite operating in the most challenging housing market in three decades,&#34; Friedman wrote.</p><p>In the letter, Friedman said while &#34;aggressively investing into a downturn&#34; put pressure on short-term results, it has set up the company &#34;to capitalize on the long-term opportunities that present themselves during times of disruption and dislocation.&#34;</p><p>RH&#39;s rising demand shows that it is the best-positioned brand in the industry to benefit from a housing-market rebound once interest rates fall and home prices &#34;reset lower,&#34; the famously prolific CEO said.</p><p>See also: Williams-Sonoma&#39;s revenue falls short of estimates and retailer trims guidance</p><p>RH earned $29 million, or $1.45 a share, in the second quarter, compared with $76.5 million, or $3.36 a share, in the year-ago period. Adjusted for one-time items, it earned $1.69 a share.</p><p>Sales rose to $829.7 million, from $800.5 million a year ago.</p><p>Analysts polled by FactSet expected the company to report adjusted earnings of $1.56 a share on sales of $825 million.</p><p>RH tweaked its outlook lower for the year, however. Market conditions are likely to &#34;remain challenging&#34; until interest rates ease and the housing market begins to rebound.</p><p>Demand trends are likely to accelerate throughout fiscal 2024 and into 2025, but revenue is expected to lag that demand during the year, the company said.</p><p>It guided for fiscal 2024 demand in the range of 8% to 10%, and revenue growth in the range of 5% to 7%. When RH reported first-quarter results in June, it called for demand growth in the range of 12% to 14% and revenue growth of 8% to 10% for the year.</p><p>For the fiscal third quarter, it forecast demand growth in the range of 12% to 14% and revenue growth in the range of 7% to 9%.</p><p>Shares of RH have dropped 12% this year, contrasting with an advance of around 17% for the S&amp;P 500 index.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4559":"巴菲特持仓","BK4585":"ETF&股票定投概念","BK4178":"家庭装饰零售"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2467734673","content_text":"'We expect our demand trends to accelerate throughout fiscal 2024 and into 2025,' RH tells investorsAn RH store in Nashville. The furniture retailer topped Wall Street expectations for its second quarter.Shares of RH, formerly known as Restoration Hardware, jumped more than 18% in the extended session Thursday, after the retailer said it continues to see healthy demand for its furniture and home furnishings, and reported a quarterly earnings beat.Demand for its products was up 7% in the second quarter, RH said, and has continued to climb ever since, \"gaining momentum\" each month with July up 10%, Chief Executive Gary Friedman said in a letter to shareholders.Demand sped up into the third quarter, with August up 12% and with RH enjoying positive margins \"despite operating in the most challenging housing market in three decades,\" Friedman wrote.In the letter, Friedman said while \"aggressively investing into a downturn\" put pressure on short-term results, it has set up the company \"to capitalize on the long-term opportunities that present themselves during times of disruption and dislocation.\"RH's rising demand shows that it is the best-positioned brand in the industry to benefit from a housing-market rebound once interest rates fall and home prices \"reset lower,\" the famously prolific CEO said.See also: Williams-Sonoma's revenue falls short of estimates and retailer trims guidanceRH earned $29 million, or $1.45 a share, in the second quarter, compared with $76.5 million, or $3.36 a share, in the year-ago period. Adjusted for one-time items, it earned $1.69 a share.Sales rose to $829.7 million, from $800.5 million a year ago.Analysts polled by FactSet expected the company to report adjusted earnings of $1.56 a share on sales of $825 million.RH tweaked its outlook lower for the year, however. Market conditions are likely to \"remain challenging\" until interest rates ease and the housing market begins to rebound.Demand trends are likely to accelerate throughout fiscal 2024 and into 2025, but revenue is expected to lag that demand during the year, the company said.It guided for fiscal 2024 demand in the range of 8% to 10%, and revenue growth in the range of 5% to 7%. When RH reported first-quarter results in June, it called for demand growth in the range of 12% to 14% and revenue growth of 8% to 10% for the year.For the fiscal third quarter, it forecast demand growth in the range of 12% to 14% and revenue growth in the range of 7% to 9%.Shares of RH have dropped 12% this year, contrasting with an advance of around 17% for the S&P 500 index.","news_type":1},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374909892219232,"gmtCreate":1732572498542,"gmtModify":1732572502125,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374909892219232","repostId":"2486031358","repostType":2,"repost":{"id":"2486031358","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1732551471,"share":"https://ttm.financial/m/news/2486031358?lang=&edition=fundamental","pubTime":"2024-11-26 00:17","market":"us","language":"en","title":"Intel Rises 3% as It Expects Reduced U.S. Grant After Winning Defense Contract","url":"https://stock-news.laohu8.com/highlight/detail?id=2486031358","media":"Reuters","summary":"Nov 25  - Intel expects a small reduction from the $8.5 billion preliminary U.S. subsidies planned for the chipmaker, according to a person familiar with the matter.The $8.5 billion in direct grants were part of a larger package of loan guarantees, tax incentives and other measures announced in March.But in September, Intel also won a $3 billion contract with the U.S. Department of Defense. The funding for that contract ended up coming from the $39 billion that U.S. lawmakers allocated for chip ","content":"<html><head></head><body><p>Nov 25 (Reuters) - Intel expects a small reduction from the $8.5 billion preliminary U.S. subsidies planned for the chipmaker, according to a person familiar with the matter.</p><p>The $8.5 billion in direct grants were part of a larger package of loan guarantees, tax incentives and other measures announced in March.</p><p>But in September, Intel also won a $3 billion contract with the U.S. Department of Defense. The funding for that contract ended up coming from the $39 billion that U.S. lawmakers allocated for chip subsidies rather than the Pentagon&#39;s budget, which led to a reduction in Intel&#39;s direct grant award, the person said.</p><p>Shares of Intel rose 3.55% in midday trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e5860e683950391e8d4fc02c23bf9fb7\" tg-width=\"745\" tg-height=\"612\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel Rises 3% as It Expects Reduced U.S. Grant After Winning Defense Contract</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\">\nIntel Rises 3% as It Expects Reduced U.S. Grant After Winning Defense Contract\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-11-26 00:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nov 25 (Reuters) - Intel expects a small reduction from the $8.5 billion preliminary U.S. subsidies planned for the chipmaker, according to a person familiar with the matter.</p><p>The $8.5 billion in direct grants were part of a larger package of loan guarantees, tax incentives and other measures announced in March.</p><p>But in September, Intel also won a $3 billion contract with the U.S. Department of Defense. The funding for that contract ended up coming from the $39 billion that U.S. lawmakers allocated for chip subsidies rather than the Pentagon&#39;s budget, which led to a reduction in Intel&#39;s direct grant award, the person said.</p><p>Shares of Intel rose 3.55% in midday trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e5860e683950391e8d4fc02c23bf9fb7\" tg-width=\"745\" tg-height=\"612\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4585":"ETF&股票定投概念","BK4550":"红杉资本持仓","BK4529":"IDC概念","BK4579":"人工智能","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4141":"半导体产品","BK4512":"苹果概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4554":"元宇宙及AR概念","BK4575":"芯片概念","BK4588":"碎股","BK4515":"5G概念","BK4535":"淡马锡持仓","INTC":"英特尔","BK4527":"明星科技股"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2486031358","content_text":"Nov 25 (Reuters) - Intel expects a small reduction from the $8.5 billion preliminary U.S. subsidies planned for the chipmaker, according to a person familiar with the matter.The $8.5 billion in direct grants were part of a larger package of loan guarantees, tax incentives and other measures announced in March.But in September, Intel also won a $3 billion contract with the U.S. Department of Defense. The funding for that contract ended up coming from the $39 billion that U.S. lawmakers allocated for chip subsidies rather than the Pentagon's budget, which led to a reduction in Intel's direct grant award, the person said.Shares of Intel rose 3.55% in midday trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374703088632056,"gmtCreate":1732489608043,"gmtModify":1732489609912,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374703088632056","repostId":"2485207198","repostType":2,"repost":{"id":"2485207198","kind":"highlight","pubTimestamp":1732424555,"share":"https://ttm.financial/m/news/2485207198?lang=&edition=fundamental","pubTime":"2024-11-24 13:02","market":"nz","language":"en","title":"BABA: Disappointing Stimulus, Slower Growth, And Geopolitical Tensions Making The Stock Cheap","url":"https://stock-news.laohu8.com/highlight/detail?id=2485207198","media":"seekingalpha","summary":"Alibaba is undervalued, with geopolitical concerns and a slowdown in their core TTG segment justifying some discounting; a Buy rating is warranted.Management is actively investing in the business and ","content":"<html><head></head><body><ul style=\"\"><li><p>Alibaba is undervalued, with geopolitical concerns and a slowdown in their core TTG segment justifying some discounting; a Buy rating is warranted.</p></li><li><p>Management is actively investing in the business and repurchasing shares, with a focus on improving user experience and maintaining market share leadership.</p></li><li><p>Despite challenges, BABA&#39;s cloud segment showed impressive growth in Adj. EBITA, and their diversified investments are expected to yield long-term benefits.</p></li><li><p>Risks include debt for share repurchases, declining FCF, competitive pressures, and geopolitical uncertainty, but the current valuation offers a compelling risk-reward ratio.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/518c74f47e5727cc2c3f4193739c167f\" tg-width=\"750\" tg-height=\"500\"/></p><p></p><p>Alibaba (NYSE:BABA) is a company that is significantly undervalued, and some of this discounting is warranted due to geopolitical concerns and a slowdown in their core TTG segment. However, management is actively investing in their business and repurchasing shares in droves. I believe a Buy rating is warranted for BABA, and the only reason I do not have a Strong Buy rating is due to geopolitical uncertainty.</p><p>BABA has been written about extensively (I believe it has a cult stock following by value investors). Technically, the Cayman Islands structure facilitates a Variable Interest Entity (VIE) arrangement, which allows Alibaba to comply with Chinese regulations prohibiting foreign ownership of certain internet and technology businesses while still raising capital from international investors. If you do decide to make an investment in BABA, you should be aware of this scenario.</p><h2 id=\"id_1535804812\">Company / Segment Overview</h2><p>BABA is one of the “crown jewels” of China’s tech industry. It has 7 reporting units that I will briefly touch on. First, there is the Taboao and Tmall Group/TTG. This segment consists of all their e-commerce operations and generates most of the company’s revenue and adj. EBITA. Tmall is their B2C operations and Taobao is their C2C operations. The revenue model for TTG is that BABA provides the ecommerce platform where merchants of all sizes can come and sell their products to the domestic Chinese population. BABA charges fixed fees to merchants and recently implemented a 0.6% take rate fee on all Gross Merchandise Volume that is sold on their platforms.</p><p>Next, we have BABA’s Cloud Intelligence Group. This consists of BABA’s cloud infrastructure and AI and machine learning solutions. This segment also includes SaaS offerings to help with content delivery and cyber security. This segment has underperformed investors expectations for reasons we will get into later. This is one way how BABA has tried to diversify their business model away from being a pureplay Chinese ecommerce business.</p><p>The third segment is Alibaba’s International and Digital Commerce Group/AIDC. This is BABA’s international ecommerce offering. BABA has been focusing on expanding their offerings in Southeast Asia, the Middle East and Europe. BABA’s international approach is slightly different compared to PDD whose international business has been targeting the US market, avoiding tariffs by exploiting loopholes.</p><p>The fourth segment is their Cainiao Smart Logistics segment. This segment includes the entire logistical operation of their various business segments. They also offer international logistic operations for other companies who require these services. While the financial performance may seem small compared to the other segments, Cainiao is extremely important to customer and merchant satisfaction and keeps the engine of BABA going.</p><p>The fifth, sixth and seventh group are Local Services, Digital Media and Entertainment Group, and a catch-all “Other” group.</p><h2 id=\"id_2142397292\">What Happened in Q2 2025</h2><p>On November 15, 2024, BABA reported earnings for Q2 2025, and the market was not pleased with what it saw.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3195959ac07d44af37a3ac1c2c7d42c8\" tg-width=\"640\" tg-height=\"232\"/></p><p></p><p>The company missed on the topline by $500M, but beat on the bottom line, mainly due to the share repurchase program we will discuss in depth later.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f81f2dc6bd305ecdab235b4de26ea5bd\" alt=\"BABA Investor Presentation Data\" title=\"BABA Investor Presentation Data\" tg-width=\"640\" tg-height=\"286\"/><span>BABA Investor Presentation Data</span></p><p></p><p>As we can see in the above results, revenue only went up 1% in the TTG segment while adj. EBITA decreased 5% YoY. While the adj. EBITA margin for TTG is at 45%, the market is focusing on the 5% decrease. To be fair, BABA has been losing domestic market share to competitors like PDD and JD. This is forcing BABA to invest in their platforms, and may result in a merchant subsidy war with these competitors, if it hasn’t begun already. However, to have a 5% contraction in adj. EBITA while the Chinese economy is going through a property blowup, along with a disappointing stimulus response from the government, I find the TTG segment still quite impressive. While I do think we should temper growth expectations going forward, BABA’s TTG is still a phenomenal business.</p><p>The cloud segment had a 7% increase in revenue, but adj. EBITA had a whopping 89% increase. I find these numbers impressive because this growth was achieved while the U.S. government has been deliberately suppressing China’s access to advanced chips which are critical to AI development.</p><p>Some analysts have commented on how the revenue growth in cloud has been disappointing for BABA. I think these analysts are missing the nuance of this segment. Originally BABA was focusing on non-public cloud revenue projects. These projects were low margin, but were the main composition of revenue in this segment. Recently, BABA decided to transition the focus in cloud to higher margin public cloud products. This transition to public cloud products, while simultaneously weaning off the non-public business makes the revenue growth number look artificially lower than it should be. I advise investors to keep track of the growth in profitability in this segment. Again, an 89% jump in Adj. EBITA shows management was correct in pivoting. Management even spelled this out for us in their presentation.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/714077fe6647931e6065425d358f5d17\" alt=\"BABA Investor Presentation Data\" title=\"BABA Investor Presentation Data\" tg-width=\"640\" tg-height=\"213\"/><span>BABA Investor Presentation Data</span></p><p></p><p>While the adj. EBITA margin for this segment was 9%, the investments in cloud infrastructure will help them achieve scale and cost efficiencies, expanding margins in this business over time.</p><p>Management also highlighted how AI related product revenue has been growing by triple digits for the 5th Q in a row! I believe management has done extremely well pivoting their focus in cloud while managing their limited access to cutting-edge chips.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1df2d6b9597da1bed18554a6eba1f312\" alt=\"BABA Investor Presentation Data\" title=\"BABA Investor Presentation Data\" tg-width=\"640\" tg-height=\"170\"/><span>BABA Investor Presentation Data</span></p><p></p><p>Some analysts have also stated how they are concerned that BABA’s cloud growth is slower than stalwarts like AMZN and MSFT. While it is true these companies have a bigger and faster growing cloud business, none of them are going to be able to have the penetration into the Chinese economy as homegrown Chinese companies do. As China is likely to become more protectionist in key industries like AI (just as the United States is) BABA is likely to be an AI provider of choice for China, with increasing market share over time. To not be exposed to one of the most dominant ecommerce platforms in the world in the second-largest economy at the current price is foolish, and patient investors are likely to be rewarded.</p><p>Like other analysts, I am disappointed in the decline of profitability in the AIDC segment. Even though revenues grew 29%, Adj. EBITA dropped 657%!</p><p>Management stated that the reason for the massive decline in profitability is due to the investments in their cross border platform, improving delivery times and expanding the supplier base. I am concerned if BABA is getting into a subsidy price war with competition like PDD and JD. While I like BABA’s focus on Southeast Asia, the Middle-East and Europe, this segment’s profitability must be watched. If margins deteriorate further, the gains in revenue won’t mean much to shareholders.</p><p>Another bright spot in the Q that surprised me was the 85% increase in adj. EBITA in their local services group which consists of Ele.me (domestic delivery services with a focus on food and groceries). The investments in scale for their delivery services have begun to result in cost efficiencies. Even though Adj. EBITA was negative in the Q, Local Services should be profitable to Adj. EBITA in the next Q and beyond.</p><p>When you consolidate their results, BABA grew revenue by 5% but adj. EBITA declined 5%. I want to reiterate that this Q&#39;s performance was accomplished as the Chinese economy is still dealing with the property blowup, the disappointing Chinese government stimulus, and their cloud business being impacted by sanctions. All things considered I think the Q was satisfactory.</p><h2 id=\"id_2596798333\">What Was Said on the Call</h2><p>Management gave some important feedback to analysts on the call that investors should be aware of.</p><p>As stated before, BABA implemented a 0.6% GMV fee for transactions across all their services. However, this began on Sept 1, 2024, therefore the next Q is going to be the first Q where this fee will be fully reflected in the financial results.</p><p>However, management also stated that they are offering rebates to SMEs using their platforms, and they canceled annual Tmall fees, so this could be a net negative effect in the short term. This confirms that BABA is subsidizing merchants on their platform. Management also stated, &#34;E-commerce competition remains intense, and we&#39;ll continue to invest in core user groups and product categories, increase investment in new users, and improve user retention&#34;.</p><p>Management also explained where they are focusing on their investment initiatives by investing in a diversified and cost-effective supply, improvement in user experience by improving aftersales service and logistic experience and the front-end UX. I believe these are appropriate investments and should help BABA to maintain market share leadership and stickiness of their platform. BABA still has over 46M 88VIP members, a double-digit increase YoY.</p><p>The CEO stated that we could essentially consider that TTG is investing in another growth stage. I want to focus on this statement quickly. BABA, which is undoubtedly the leader of ecommerce in China today, is still focused on investing and growing their business. History has given examples of how companies get large and become complacent (to be fair, BABA did get a little complacent in the past). But this management team is focused on growing their core business, focusing investment on the user experience. I think the management team is one thing that separates BABA apart from the competition.</p><p>In the Q, BABA repurchased 6% of the float YoY. They detail how they bought 30B RMB/4.1B USD in the Q. That is a reduction of 2% in the ADS float in one Q, 4.4% for the 1H! They also explained that they are being strategic, looking at technicals when purchasing these shares. They are trying to maximize this program and will likely keep a floor under the stock since they have over $22B left in the repurchase program.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0b4aad1b9cf03ee4d827d2b1aa5879a5\" alt=\"BABA Investor Presentation Data\" title=\"BABA Investor Presentation Data\" tg-width=\"640\" tg-height=\"117\"/><span>BABA Investor Presentation Data</span></p><p></p><p>This bazooka of a repurchase program, while the company remains FCF positive, will reward the patient shareholder.</p><p>The final thing that stood out to me was that management stated they believe all of their segments are going to be at a breakeven point, or earnings will be accretive in two years or less. If management delivers on this, I believe the market will be forced to recognize the dominance of BABA and patient shareholders will be rewarded.</p><h2 id=\"id_3258954317\">Risks</h2><p>While I am overall bullish on BABA stock, there are some real risks with an investment in this company.</p><p>First, is the use of debt to repurchase shares of the company, and the overall buildup of debt on the B/S.</p><p>Normally, debt being raised to repurchase shares is a huge red flag. I would prefer the company use FCF to repurchase shares instead of interest-bearing debt. However, with BABA it makes sense based on 2 factors, what is the interest rate on the debt, and what is the EBT yield of the average purchase price of the repurchased shares. I use EBT since interest on debt is tax-deductible.</p><p>The TTM EBT is $15.3B. The current market cap at the time of this writing is $203B or $87/ADS. That equals a 7.5% EBT/MC yield. In theory, if the debt BABA issues had an interest rate below that 7.5% EBT yield, they are making money on the spread between the debt and the repurchased shares.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e10a76e721fb4b0ef67b5a486bc493f\" alt=\"BABA Quarterly Report\" title=\"BABA Quarterly Report\" tg-width=\"640\" tg-height=\"19\"/><span>BABA Quarterly Report</span></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0ed516aa43f3133fadb269ac56eb89ad\" alt=\"BABA Quarterly Report\" title=\"BABA Quarterly Report\" tg-width=\"640\" tg-height=\"99\"/><span>BABA Quarterly Report</span></p><p></p><p>As we can see above, the $5B of convertible debt BABA issued had a paltry interest rate at 0.5%. That $5B was then used to finance the repurchase program for this year. The average price per ADS (multiply the high and low prices by 8 and then adjust for the average) for the year was $79.41.</p><p>The MC of BABA at $79.41/ADS is roughly $190B USD. The EBT/MC yield at the average cost basis BABA had was roughly 8%. This results in BABA earning a 7.5% spread on this convertible debt while repurchasing shares. The risk in using debt is mitigated when BABA is earning a positive spread.</p><p>Another risk BABA faces is the decline in FCF due to the investments they need to make to improve their business, subsidize SMEs on their platforms, and expand their AI infrastructure.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/430105a67fc14ed112f71417b171e863\" tg-width=\"640\" tg-height=\"315\"/></p><p></p><p>As can be seen above, OPCF has come down 36% while CapEx has gone up 250% (the above numbers are in RMB). While we know why CapEx is up, this has greatly impacted FCF and should be monitored for further deterioration.</p><p>A fundamental risk to BABA is the loss of merchants to competing platforms. Domestic competitors are taking market share from BABA, this is just a fact. BABA is still the most dominant platform, but we must monitor how BABA continues to respond to this aggressive competition. A subsidizing price war may continue to impact margins.</p><p>The biggest risk to an investment in BABA is geopolitical uncertainty. This is harder to gauge and is totally unpredictable. However, this uncertainty is allowing investors to scoop up shares at a very cheap price.</p><h2 id=\"id_2540248990\">Valuation</h2><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9cb576dee1d3c3628209494e950bfc88\" alt=\"Author&#39;s notes\" title=\"Author&#39;s notes\" tg-width=\"640\" tg-height=\"95\"/><span>Author&#39;s notes</span></p><p></p><p>My intrinsic value for BABA is $152.10 per share. I grow the TTM FCF of $14.75B by 11%. I think a GR of 11% is conservative since BABA has grown FCF at a 21% CAGR over the past decade. I realize previous growth in BABA has decelerated, but I believe as their investments improve efficiency and management achieves a breakeven rate on all segments in 3-years they can hit this target. I also use a discount rate of 12% to make the model more conservative.</p><p>I use a Terminal P/FCF multiple of 15. This is 25% below the past decade’s average of 20, but again, with geopolitical uncertainty I feel this discount is warranted.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9f0a27cff4a2cd32ca67f46f2488a419\" tg-width=\"640\" tg-height=\"318\"/></p><p></p><h2 id=\"id_4149498179\">Summing Up</h2><p>BABA is cheap, and yes, it is cheap for a reason. However, I think the risk reward ratio makes BABA a Buy. If geopolitical uncertainty clears up, I will upgrade my rating to a Strong Buy.</p></body></html>","source":"seekingalpha","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>BABA: Disappointing Stimulus, Slower Growth, And Geopolitical Tensions Making The Stock Cheap</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBABA: Disappointing Stimulus, Slower Growth, And Geopolitical Tensions Making The Stock Cheap\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-24 13:02 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4739837-baba-disappointing-stimulus-slower-growth-and-geopolitical-tensions-making-the-stock-cheap><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba is undervalued, with geopolitical concerns and a slowdown in their core TTG segment justifying some discounting; a Buy rating is warranted.Management is actively investing in the business and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4739837-baba-disappointing-stimulus-slower-growth-and-geopolitical-tensions-making-the-stock-cheap\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK4502":"阿里概念","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","BK4505":"高瓴资本持仓","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","BABA":"阿里巴巴","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4548":"巴美列捷福持仓","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4565":"NFT概念","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","09988":"阿里巴巴-W","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4531":"中概回港概念","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4534":"瑞士信贷持仓","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1046421795.USD":"富达环球科技A-ACC","BK4587":"ChatGPT概念","BK4558":"双十一","BK4575":"芯片概念","BK4535":"淡马锡持仓","BK4524":"宅经济概念","BK4220":"综合零售","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU0918141887.USD":"安联亚洲实际收益股票基金","BK4527":"明星科技股","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","BK4579":"人工智能","BK4588":"碎股","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4122":"互联网与直销零售"},"source_url":"https://seekingalpha.com/article/4739837-baba-disappointing-stimulus-slower-growth-and-geopolitical-tensions-making-the-stock-cheap","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2485207198","content_text":"Alibaba is undervalued, with geopolitical concerns and a slowdown in their core TTG segment justifying some discounting; a Buy rating is warranted.Management is actively investing in the business and repurchasing shares, with a focus on improving user experience and maintaining market share leadership.Despite challenges, BABA's cloud segment showed impressive growth in Adj. EBITA, and their diversified investments are expected to yield long-term benefits.Risks include debt for share repurchases, declining FCF, competitive pressures, and geopolitical uncertainty, but the current valuation offers a compelling risk-reward ratio.Alibaba (NYSE:BABA) is a company that is significantly undervalued, and some of this discounting is warranted due to geopolitical concerns and a slowdown in their core TTG segment. However, management is actively investing in their business and repurchasing shares in droves. I believe a Buy rating is warranted for BABA, and the only reason I do not have a Strong Buy rating is due to geopolitical uncertainty.BABA has been written about extensively (I believe it has a cult stock following by value investors). Technically, the Cayman Islands structure facilitates a Variable Interest Entity (VIE) arrangement, which allows Alibaba to comply with Chinese regulations prohibiting foreign ownership of certain internet and technology businesses while still raising capital from international investors. If you do decide to make an investment in BABA, you should be aware of this scenario.Company / Segment OverviewBABA is one of the “crown jewels” of China’s tech industry. It has 7 reporting units that I will briefly touch on. First, there is the Taboao and Tmall Group/TTG. This segment consists of all their e-commerce operations and generates most of the company’s revenue and adj. EBITA. Tmall is their B2C operations and Taobao is their C2C operations. The revenue model for TTG is that BABA provides the ecommerce platform where merchants of all sizes can come and sell their products to the domestic Chinese population. BABA charges fixed fees to merchants and recently implemented a 0.6% take rate fee on all Gross Merchandise Volume that is sold on their platforms.Next, we have BABA’s Cloud Intelligence Group. This consists of BABA’s cloud infrastructure and AI and machine learning solutions. This segment also includes SaaS offerings to help with content delivery and cyber security. This segment has underperformed investors expectations for reasons we will get into later. This is one way how BABA has tried to diversify their business model away from being a pureplay Chinese ecommerce business.The third segment is Alibaba’s International and Digital Commerce Group/AIDC. This is BABA’s international ecommerce offering. BABA has been focusing on expanding their offerings in Southeast Asia, the Middle East and Europe. BABA’s international approach is slightly different compared to PDD whose international business has been targeting the US market, avoiding tariffs by exploiting loopholes.The fourth segment is their Cainiao Smart Logistics segment. This segment includes the entire logistical operation of their various business segments. They also offer international logistic operations for other companies who require these services. While the financial performance may seem small compared to the other segments, Cainiao is extremely important to customer and merchant satisfaction and keeps the engine of BABA going.The fifth, sixth and seventh group are Local Services, Digital Media and Entertainment Group, and a catch-all “Other” group.What Happened in Q2 2025On November 15, 2024, BABA reported earnings for Q2 2025, and the market was not pleased with what it saw.The company missed on the topline by $500M, but beat on the bottom line, mainly due to the share repurchase program we will discuss in depth later.BABA Investor Presentation DataAs we can see in the above results, revenue only went up 1% in the TTG segment while adj. EBITA decreased 5% YoY. While the adj. EBITA margin for TTG is at 45%, the market is focusing on the 5% decrease. To be fair, BABA has been losing domestic market share to competitors like PDD and JD. This is forcing BABA to invest in their platforms, and may result in a merchant subsidy war with these competitors, if it hasn’t begun already. However, to have a 5% contraction in adj. EBITA while the Chinese economy is going through a property blowup, along with a disappointing stimulus response from the government, I find the TTG segment still quite impressive. While I do think we should temper growth expectations going forward, BABA’s TTG is still a phenomenal business.The cloud segment had a 7% increase in revenue, but adj. EBITA had a whopping 89% increase. I find these numbers impressive because this growth was achieved while the U.S. government has been deliberately suppressing China’s access to advanced chips which are critical to AI development.Some analysts have commented on how the revenue growth in cloud has been disappointing for BABA. I think these analysts are missing the nuance of this segment. Originally BABA was focusing on non-public cloud revenue projects. These projects were low margin, but were the main composition of revenue in this segment. Recently, BABA decided to transition the focus in cloud to higher margin public cloud products. This transition to public cloud products, while simultaneously weaning off the non-public business makes the revenue growth number look artificially lower than it should be. I advise investors to keep track of the growth in profitability in this segment. Again, an 89% jump in Adj. EBITA shows management was correct in pivoting. Management even spelled this out for us in their presentation.BABA Investor Presentation DataWhile the adj. EBITA margin for this segment was 9%, the investments in cloud infrastructure will help them achieve scale and cost efficiencies, expanding margins in this business over time.Management also highlighted how AI related product revenue has been growing by triple digits for the 5th Q in a row! I believe management has done extremely well pivoting their focus in cloud while managing their limited access to cutting-edge chips.BABA Investor Presentation DataSome analysts have also stated how they are concerned that BABA’s cloud growth is slower than stalwarts like AMZN and MSFT. While it is true these companies have a bigger and faster growing cloud business, none of them are going to be able to have the penetration into the Chinese economy as homegrown Chinese companies do. As China is likely to become more protectionist in key industries like AI (just as the United States is) BABA is likely to be an AI provider of choice for China, with increasing market share over time. To not be exposed to one of the most dominant ecommerce platforms in the world in the second-largest economy at the current price is foolish, and patient investors are likely to be rewarded.Like other analysts, I am disappointed in the decline of profitability in the AIDC segment. Even though revenues grew 29%, Adj. EBITA dropped 657%!Management stated that the reason for the massive decline in profitability is due to the investments in their cross border platform, improving delivery times and expanding the supplier base. I am concerned if BABA is getting into a subsidy price war with competition like PDD and JD. While I like BABA’s focus on Southeast Asia, the Middle-East and Europe, this segment’s profitability must be watched. If margins deteriorate further, the gains in revenue won’t mean much to shareholders.Another bright spot in the Q that surprised me was the 85% increase in adj. EBITA in their local services group which consists of Ele.me (domestic delivery services with a focus on food and groceries). The investments in scale for their delivery services have begun to result in cost efficiencies. Even though Adj. EBITA was negative in the Q, Local Services should be profitable to Adj. EBITA in the next Q and beyond.When you consolidate their results, BABA grew revenue by 5% but adj. EBITA declined 5%. I want to reiterate that this Q's performance was accomplished as the Chinese economy is still dealing with the property blowup, the disappointing Chinese government stimulus, and their cloud business being impacted by sanctions. All things considered I think the Q was satisfactory.What Was Said on the CallManagement gave some important feedback to analysts on the call that investors should be aware of.As stated before, BABA implemented a 0.6% GMV fee for transactions across all their services. However, this began on Sept 1, 2024, therefore the next Q is going to be the first Q where this fee will be fully reflected in the financial results.However, management also stated that they are offering rebates to SMEs using their platforms, and they canceled annual Tmall fees, so this could be a net negative effect in the short term. This confirms that BABA is subsidizing merchants on their platform. Management also stated, \"E-commerce competition remains intense, and we'll continue to invest in core user groups and product categories, increase investment in new users, and improve user retention\".Management also explained where they are focusing on their investment initiatives by investing in a diversified and cost-effective supply, improvement in user experience by improving aftersales service and logistic experience and the front-end UX. I believe these are appropriate investments and should help BABA to maintain market share leadership and stickiness of their platform. BABA still has over 46M 88VIP members, a double-digit increase YoY.The CEO stated that we could essentially consider that TTG is investing in another growth stage. I want to focus on this statement quickly. BABA, which is undoubtedly the leader of ecommerce in China today, is still focused on investing and growing their business. History has given examples of how companies get large and become complacent (to be fair, BABA did get a little complacent in the past). But this management team is focused on growing their core business, focusing investment on the user experience. I think the management team is one thing that separates BABA apart from the competition.In the Q, BABA repurchased 6% of the float YoY. They detail how they bought 30B RMB/4.1B USD in the Q. That is a reduction of 2% in the ADS float in one Q, 4.4% for the 1H! They also explained that they are being strategic, looking at technicals when purchasing these shares. They are trying to maximize this program and will likely keep a floor under the stock since they have over $22B left in the repurchase program.BABA Investor Presentation DataThis bazooka of a repurchase program, while the company remains FCF positive, will reward the patient shareholder.The final thing that stood out to me was that management stated they believe all of their segments are going to be at a breakeven point, or earnings will be accretive in two years or less. If management delivers on this, I believe the market will be forced to recognize the dominance of BABA and patient shareholders will be rewarded.RisksWhile I am overall bullish on BABA stock, there are some real risks with an investment in this company.First, is the use of debt to repurchase shares of the company, and the overall buildup of debt on the B/S.Normally, debt being raised to repurchase shares is a huge red flag. I would prefer the company use FCF to repurchase shares instead of interest-bearing debt. However, with BABA it makes sense based on 2 factors, what is the interest rate on the debt, and what is the EBT yield of the average purchase price of the repurchased shares. I use EBT since interest on debt is tax-deductible.The TTM EBT is $15.3B. The current market cap at the time of this writing is $203B or $87/ADS. That equals a 7.5% EBT/MC yield. In theory, if the debt BABA issues had an interest rate below that 7.5% EBT yield, they are making money on the spread between the debt and the repurchased shares.BABA Quarterly ReportBABA Quarterly ReportAs we can see above, the $5B of convertible debt BABA issued had a paltry interest rate at 0.5%. That $5B was then used to finance the repurchase program for this year. The average price per ADS (multiply the high and low prices by 8 and then adjust for the average) for the year was $79.41.The MC of BABA at $79.41/ADS is roughly $190B USD. The EBT/MC yield at the average cost basis BABA had was roughly 8%. This results in BABA earning a 7.5% spread on this convertible debt while repurchasing shares. The risk in using debt is mitigated when BABA is earning a positive spread.Another risk BABA faces is the decline in FCF due to the investments they need to make to improve their business, subsidize SMEs on their platforms, and expand their AI infrastructure.As can be seen above, OPCF has come down 36% while CapEx has gone up 250% (the above numbers are in RMB). While we know why CapEx is up, this has greatly impacted FCF and should be monitored for further deterioration.A fundamental risk to BABA is the loss of merchants to competing platforms. Domestic competitors are taking market share from BABA, this is just a fact. BABA is still the most dominant platform, but we must monitor how BABA continues to respond to this aggressive competition. A subsidizing price war may continue to impact margins.The biggest risk to an investment in BABA is geopolitical uncertainty. This is harder to gauge and is totally unpredictable. However, this uncertainty is allowing investors to scoop up shares at a very cheap price.ValuationAuthor's notesMy intrinsic value for BABA is $152.10 per share. I grow the TTM FCF of $14.75B by 11%. I think a GR of 11% is conservative since BABA has grown FCF at a 21% CAGR over the past decade. I realize previous growth in BABA has decelerated, but I believe as their investments improve efficiency and management achieves a breakeven rate on all segments in 3-years they can hit this target. I also use a discount rate of 12% to make the model more conservative.I use a Terminal P/FCF multiple of 15. This is 25% below the past decade’s average of 20, but again, with geopolitical uncertainty I feel this discount is warranted.Summing UpBABA is cheap, and yes, it is cheap for a reason. However, I think the risk reward ratio makes BABA a Buy. If geopolitical uncertainty clears up, I will upgrade my rating to a Strong Buy.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374702730956808,"gmtCreate":1732489597686,"gmtModify":1732489599831,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374702730956808","repostId":"2485279387","repostType":2,"repost":{"id":"2485279387","kind":"highlight","pubTimestamp":1732428305,"share":"https://ttm.financial/m/news/2485279387?lang=&edition=fundamental","pubTime":"2024-11-24 14:05","market":"nz","language":"en","title":"Why NIO Could Double Its Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=2485279387","media":"seekingalpha","summary":"NIO reported better than expected Q3 earnings, but missed on revenue on Wednesday.NIO achieved record deliveries in the third-quarter and improved vehicle margins to 13.1%.The EV maker is seeing solid","content":"<html><head></head><body><ul style=\"\"><li><p>NIO reported better than expected Q3 earnings, but missed on revenue on Wednesday.</p></li><li><p>NIO achieved record deliveries in the third-quarter and improved vehicle margins to 13.1%.</p></li><li><p>The EV maker is seeing solid momentum for its ONVO-branded EVs and is guiding for a significant ramp in deliveries until March 2025.</p></li><li><p>NIO now targets break-even by FY 2026.</p></li><li><p>Shares are unreasonably cheap given the significant improvements in the EV maker&#39;s business and positive break-even outlook.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5ddf0943a93f4ecd7825e6732cb46f8a\" tg-width=\"750\" tg-height=\"563\"/></p><p></p><p>NIO (NYSE:NIO) reported slightly better than expected earnings results for the third fiscal quarter on Wednesday that showed record quarterly deliveries and an improving vehicle margin trend. The EV maker also announced that it is seeing strong demand for its ONVO-branded electric vehicles and that it plans to scale deliveries up to 20,000 units per month by March 2025. The delivery outlook for Q4 is solid and implies up to 50% year-over-year delivery growth. In my opinion, NIO has considerable upside revaluation potential if it continues to ramp up deliveries and revenues in FY 2025.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d9991b8e136de59f4a54d847234fe9a\" tg-width=\"635\" tg-height=\"456\"/></p><p></p><h2 id=\"id_217206922\">Previous rating</h2><p>I rated shares of the electric vehicle start-up a strong buy in my work in August -- Moment Of Truth -- due to an expansion in the firm&#39;s vehicle margins and the launch of ONVO-branded EVs. NIO further improved on its vehicle margins in the third fiscal quarter, and the EV company achieved a record volume of deliveries in Q3’24 as well. NIO is also starting a new EV brand, firefly, in order to broaden its appeal to prospective EV buyers in the compact segment. What I continue to like the most about NIO is the company&#39;s margin trend and low valuation based off of revenue.</p><h2 id=\"id_575696789\">NIO&#39;s Q3: strong delivery momentum, higher vehicle margins</h2><p>NIO reported adjusted earnings of $(0.30) per-share for the third-quarter, which beat the consensus estimate by $0.01 per-share. The top line came in at $2.58B, which missed the average prediction by $71M.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/02e1e7198fee2d32eb8a1d380f6ba369\" tg-width=\"640\" tg-height=\"241\"/></p><p></p><p>NIO achieved total revenues in the third-quarter of 18.7B Chinese Yuan ($2.67B), showing 7% quarter-over-quarter growth, which was driven mainly by an increase in deliveries and a broadening product portfolio.</p><p>In Q3’24, NIO delivered 61,855 electric vehicles, showing a year-over-year growth rate of 12%. October was also the sixth straight months in which deliveries exceeded the monthly mark of 20,000 units. NIO’s total Q3’24 deliveries of 61,855 EVs included 832 ONVO-branded electric vehicles, while in October ONVO deliveries totaled 4,319 units.</p><p>ONVO is a new low-price electric vehicle brand that NIO started in order to accelerate its delivery growth while offering consumers a more affordable EV solution. NIO started to deliver ONVO-branded EVs only in September, but market demand for these new lower-cost electric-vehicles seems to be strong: as of November 14, 2024 ONVO delivered a total of 7,000 L60 SUVs. The company plans to scale its monthly L60 deliveries to 10,000 by December and then grow this delivery volume to 20,000 units per month by March 2025.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6478b96235cfec4446659ee05e33a9c2\" tg-width=\"640\" tg-height=\"388\"/></p><p></p><h2 id=\"id_3189200672\">Favorable vehicle margin trend</h2><p>NIO is generating higher margins in its core EV business, which is a trend that started in the first half of 2023. Since then, NIO has successively improved on its vehicle margins which reached 13.1% in the September quarter, mainly due to improving production cost efficiencies.</p><p>In the third quarter, NIO expanded its vehicle margins by 90 basis points quarter over quarter, reaching the highest point since Q4’22. For comparison, XPeng (XPEV) and Li Auto (LI) generated vehicle margins of 8.6% and 20.9% in the September quarter. Therefore, Li Auto remains the most efficient EV company in the electric vehicle start-up group in terms of margins, and the EV company is also the only company here that is already profitable. NIO is currently targeting to reach breakeven in FY 2026.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e603d6f50f962ea6792a7e224235f400\" tg-width=\"640\" tg-height=\"245\"/></p><p></p><p>NIO also announced the launch of a new brand, firefly, which is meant to focus exclusively on the compact segment, which is expected to see its first product launch in the first half of 2025. It would be the third brand, after NIO and ONVO, and it could be a lever for delivery growth for the EV company going forward as consumers become more price-conscious.</p><h2 id=\"id_1890509785\">NIO&#39;s Q4 guidance</h2><p>The delivery outlook for the fourth-quarter was solid, in my opinion, especially because ONVO is seeing a significant production ramp. For the fourth-quarter, NIO expects to deliver 72,000 and 75,000 electric vehicles to customers, which would represent a year-over-year growth rate of 43.9% to 49.9%. Based off of this projected delivery volume, NIO would be set to achieve total revenues in the range of $19.7-20.4B Chinese Yuan ($2.8-2.9B) which implies a year-over-year growth rate of up to 19%.</p><h2 id=\"id_588794843\">NIO’s valuation reflects deep value for investors</h2><p>NIO’s shares are cheaply valued in large part because investor concerns about Chinese companies and a slowdown in the EV market have heavily weighed on valuations after the pandemic.</p><p>NIO is currently valued at a price-to-revenue ratio of 0.72X, which compares against a 3-year average P/S ratio of 2.4X. Li Auto (LI), which is by far the most profitable EV start-up (excluding BYD, which is not a start-up), is trading at a price-to-revenue ratio of 0.89X.</p><p>Li Auto is also growing faster than any other of the industry group start-ups discussed here: Li Auto deliveries surged 45% in the third-quarter, compared to 12% for NIO and 16% for XPeng. Li Auto’s industry group-leading vehicle margins and stronger than average delivery growth are the reasons why I believe Li Auto represents the deepest value for investors, especially with the P/S ratio being as low as it is: Strong EV Choice, Low Price.</p><p>In my last work on NIO, I said that I saw a fair value multiplier, based off of revenues, of 1.5X for the EV company. Since NIO continued to improve its vehicle margins in the third-quarter and expects a solid increase in deliveries in Q4&#39;24, I continue to believe that this is a reasonable valuation ratio for NIO, especially with the company now guiding for break-even in FY 2026 as well. A 1.5X P/S ratio implies a fair value of $9.80 per-share... which means shares of NIO could double their price and I would not see the EV maker as overvalued.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/39b78b8609e97f2d8a6070d9369f0e7b\" tg-width=\"635\" tg-height=\"559\"/></p><p></p><h2 id=\"id_2773414381\">Risks with NIO</h2><p>I have said before that NIO’s focus on lower-cost EVs poses a potential margin challenge for the electric vehicle company and I still believe that growing margin pressure -- mainly because of growing competition that is forcing the release of lower-cost/margin electric vehicles -- is the most significant risk for EV start-ups. What would change my mind about NIO is if the company were to see a reversal of margin gains as it ramps up ONVO-branded production and deliveries. What would also negatively influence my opinion on NIO is if the company were to delay its profitability targets beyond the target date of FY 2026.</p><h2 id=\"id_3199599217\">Final thoughts</h2><p>NIO beat EPS estimates for earnings and continued to see sequential margin improvements. LI Auto is still leading the EV start-up group with its vehicle margins, but NIO&#39;s trend is nonetheless very positive. What is also positive is NIO&#39;s consistency in deliveries recently -- achieving six straight months of deliveries exceeding 20k units per month. ONVO-branded EVs are surging, and the company is seeing a favorable delivery trend here, with deliveries expected to scale to 20k per month by March 2025. Finally, the outlook for Q4 is positive and investors can expect to see up to 50% Y/Y delivery growth, with ONVO being a key catalyst. Shares of NIO are undervalued and could easily double as the company works its way towards profitability.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why NIO Could Double Its Valuation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy NIO Could Double Its Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-24 14:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4739797-why-nio-could-double-its-valuation><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO reported better than expected Q3 earnings, but missed on revenue on Wednesday.NIO achieved record deliveries in the third-quarter and improved vehicle margins to 13.1%.The EV maker is seeing solid...</p>\n\n<a href=\"https://seekingalpha.com/article/4739797-why-nio-could-double-its-valuation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","NIO.SI":"蔚来","BK4555":"新能源车","BK4509":"腾讯概念","BK4588":"碎股","BK4526":"热门中概股","BK4574":"无人驾驶","NIO":"蔚来","BK4505":"高瓴资本持仓","LU0052750758.USD":"富兰克林中国基金A Acc","BK4581":"高盛持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4504":"桥水持仓","BK4099":"汽车制造商","09866":"蔚来-SW","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC"},"source_url":"https://seekingalpha.com/article/4739797-why-nio-could-double-its-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2485279387","content_text":"NIO reported better than expected Q3 earnings, but missed on revenue on Wednesday.NIO achieved record deliveries in the third-quarter and improved vehicle margins to 13.1%.The EV maker is seeing solid momentum for its ONVO-branded EVs and is guiding for a significant ramp in deliveries until March 2025.NIO now targets break-even by FY 2026.Shares are unreasonably cheap given the significant improvements in the EV maker's business and positive break-even outlook.NIO (NYSE:NIO) reported slightly better than expected earnings results for the third fiscal quarter on Wednesday that showed record quarterly deliveries and an improving vehicle margin trend. The EV maker also announced that it is seeing strong demand for its ONVO-branded electric vehicles and that it plans to scale deliveries up to 20,000 units per month by March 2025. The delivery outlook for Q4 is solid and implies up to 50% year-over-year delivery growth. In my opinion, NIO has considerable upside revaluation potential if it continues to ramp up deliveries and revenues in FY 2025.Previous ratingI rated shares of the electric vehicle start-up a strong buy in my work in August -- Moment Of Truth -- due to an expansion in the firm's vehicle margins and the launch of ONVO-branded EVs. NIO further improved on its vehicle margins in the third fiscal quarter, and the EV company achieved a record volume of deliveries in Q3’24 as well. NIO is also starting a new EV brand, firefly, in order to broaden its appeal to prospective EV buyers in the compact segment. What I continue to like the most about NIO is the company's margin trend and low valuation based off of revenue.NIO's Q3: strong delivery momentum, higher vehicle marginsNIO reported adjusted earnings of $(0.30) per-share for the third-quarter, which beat the consensus estimate by $0.01 per-share. The top line came in at $2.58B, which missed the average prediction by $71M.NIO achieved total revenues in the third-quarter of 18.7B Chinese Yuan ($2.67B), showing 7% quarter-over-quarter growth, which was driven mainly by an increase in deliveries and a broadening product portfolio.In Q3’24, NIO delivered 61,855 electric vehicles, showing a year-over-year growth rate of 12%. October was also the sixth straight months in which deliveries exceeded the monthly mark of 20,000 units. NIO’s total Q3’24 deliveries of 61,855 EVs included 832 ONVO-branded electric vehicles, while in October ONVO deliveries totaled 4,319 units.ONVO is a new low-price electric vehicle brand that NIO started in order to accelerate its delivery growth while offering consumers a more affordable EV solution. NIO started to deliver ONVO-branded EVs only in September, but market demand for these new lower-cost electric-vehicles seems to be strong: as of November 14, 2024 ONVO delivered a total of 7,000 L60 SUVs. The company plans to scale its monthly L60 deliveries to 10,000 by December and then grow this delivery volume to 20,000 units per month by March 2025.Favorable vehicle margin trendNIO is generating higher margins in its core EV business, which is a trend that started in the first half of 2023. Since then, NIO has successively improved on its vehicle margins which reached 13.1% in the September quarter, mainly due to improving production cost efficiencies.In the third quarter, NIO expanded its vehicle margins by 90 basis points quarter over quarter, reaching the highest point since Q4’22. For comparison, XPeng (XPEV) and Li Auto (LI) generated vehicle margins of 8.6% and 20.9% in the September quarter. Therefore, Li Auto remains the most efficient EV company in the electric vehicle start-up group in terms of margins, and the EV company is also the only company here that is already profitable. NIO is currently targeting to reach breakeven in FY 2026.NIO also announced the launch of a new brand, firefly, which is meant to focus exclusively on the compact segment, which is expected to see its first product launch in the first half of 2025. It would be the third brand, after NIO and ONVO, and it could be a lever for delivery growth for the EV company going forward as consumers become more price-conscious.NIO's Q4 guidanceThe delivery outlook for the fourth-quarter was solid, in my opinion, especially because ONVO is seeing a significant production ramp. For the fourth-quarter, NIO expects to deliver 72,000 and 75,000 electric vehicles to customers, which would represent a year-over-year growth rate of 43.9% to 49.9%. Based off of this projected delivery volume, NIO would be set to achieve total revenues in the range of $19.7-20.4B Chinese Yuan ($2.8-2.9B) which implies a year-over-year growth rate of up to 19%.NIO’s valuation reflects deep value for investorsNIO’s shares are cheaply valued in large part because investor concerns about Chinese companies and a slowdown in the EV market have heavily weighed on valuations after the pandemic.NIO is currently valued at a price-to-revenue ratio of 0.72X, which compares against a 3-year average P/S ratio of 2.4X. Li Auto (LI), which is by far the most profitable EV start-up (excluding BYD, which is not a start-up), is trading at a price-to-revenue ratio of 0.89X.Li Auto is also growing faster than any other of the industry group start-ups discussed here: Li Auto deliveries surged 45% in the third-quarter, compared to 12% for NIO and 16% for XPeng. Li Auto’s industry group-leading vehicle margins and stronger than average delivery growth are the reasons why I believe Li Auto represents the deepest value for investors, especially with the P/S ratio being as low as it is: Strong EV Choice, Low Price.In my last work on NIO, I said that I saw a fair value multiplier, based off of revenues, of 1.5X for the EV company. Since NIO continued to improve its vehicle margins in the third-quarter and expects a solid increase in deliveries in Q4'24, I continue to believe that this is a reasonable valuation ratio for NIO, especially with the company now guiding for break-even in FY 2026 as well. A 1.5X P/S ratio implies a fair value of $9.80 per-share... which means shares of NIO could double their price and I would not see the EV maker as overvalued.Risks with NIOI have said before that NIO’s focus on lower-cost EVs poses a potential margin challenge for the electric vehicle company and I still believe that growing margin pressure -- mainly because of growing competition that is forcing the release of lower-cost/margin electric vehicles -- is the most significant risk for EV start-ups. What would change my mind about NIO is if the company were to see a reversal of margin gains as it ramps up ONVO-branded production and deliveries. What would also negatively influence my opinion on NIO is if the company were to delay its profitability targets beyond the target date of FY 2026.Final thoughtsNIO beat EPS estimates for earnings and continued to see sequential margin improvements. LI Auto is still leading the EV start-up group with its vehicle margins, but NIO's trend is nonetheless very positive. What is also positive is NIO's consistency in deliveries recently -- achieving six straight months of deliveries exceeding 20k units per month. ONVO-branded EVs are surging, and the company is seeing a favorable delivery trend here, with deliveries expected to scale to 20k per month by March 2025. Finally, the outlook for Q4 is positive and investors can expect to see up to 50% Y/Y delivery growth, with ONVO being a key catalyst. Shares of NIO are undervalued and could easily double as the company works its way towards profitability.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374702546657288,"gmtCreate":1732489552691,"gmtModify":1732489556730,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374702546657288","repostId":"1124263013","repostType":2,"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374349673877544,"gmtCreate":1732403325519,"gmtModify":1732403329704,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374349673877544","repostId":"2485212639","repostType":2,"repost":{"id":"2485212639","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1732317650,"share":"https://ttm.financial/m/news/2485212639?lang=&edition=fundamental","pubTime":"2024-11-23 07:20","market":"sh","language":"en","title":"Super Micro's Stock Had a Historic Week - but It's Still 70% off Its Highs","url":"https://stock-news.laohu8.com/highlight/detail?id=2485212639","media":"Dow Jones","summary":" $SUPER MICRO COMPUTER INC(SMCI)$'s investors have gotten some relief this week, as the beleaguered server maker said it has a new auditor and has submitted a plan to the Nasdaq for how it intends to ","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/SMCI\">SUPER MICRO COMPUTER INC</a>&#39;s investors have gotten some relief this week, as the beleaguered server maker said it has a new auditor and has submitted a plan to the Nasdaq for how it intends to get current with filing requirements.</p><p>That&#39;s translated into a 78% weekly surge in Super Micro&#39;s stock, the biggest weekly gain on record. That increase is more than double the prior weekly record of 33.5%, which was seen in the week that ended May 26, 2023.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/db98b04e48b241c600e7fd02fd4cda24\" tg-width=\"1468\" tg-height=\"770\"/></p><p>Still, the stock is off from its former glory, down 72% from its March closing high. At one point, Super Micro shares were up more than 300% on the year, but now they&#39;re up only 17% in 2024, after recently clawing back into positive territory.</p><p>Super Micro&#39;s announcements this week gave investors more confidence that the company will be able to get back in compliance with filing requirements necessary to retain its Nasdaq listing. Super Micro has delayed several filings while looking into its financial controls and after its prior auditor, Ernst &amp; Young, recently resigned.</p><p>Ernst &amp; Young raised concerns about Super Micro&#39;s accounting, but the company has said that a special committee looked into those initial concerns and found that the audit committee at Super Micro &#34;acted independently and that there is no evidence of fraud or misconduct on the part of management or the board of directors.&#34;</p><p>It remains to be seen whether Super Micro is indeed out of the woods with its accounting saga, however, and if the recent issues will draw the eye of regulators. The company also still needs to win Nasdaq approval for its plan to file the delayed reports.</p><p>Some other positives this week include that  <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>  called out the company as one of its partners on its earnings call. Nvidia has done so in the past as well, but this mention was welcome to Super Micro investors as some had worried the accounting issues would cloud the company&#39;s relationships with partners.</p><p>Further, S&amp;P Dow Jones Indices announced Thursday that  <a href=\"https://laohu8.com/S/TPL\">Texas Pacific Land</a>  would soon replace  <a href=\"https://laohu8.com/S/MRO\">Marathon Oil</a>  in the S&amp;P 500 SPX. That the committee didn&#39;t also boot Super Micro for poor recent stock performance while making that other change is perhaps a reassuring sign that Super Micro isn&#39;t in immediate danger of losing its spot in the high-profile index.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro's Stock Had a Historic Week - but It's Still 70% off Its Highs</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's Stock Had a Historic Week - but It's Still 70% off Its Highs\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-23 07:20</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/SMCI\">SUPER MICRO COMPUTER INC</a>&#39;s investors have gotten some relief this week, as the beleaguered server maker said it has a new auditor and has submitted a plan to the Nasdaq for how it intends to get current with filing requirements.</p><p>That&#39;s translated into a 78% weekly surge in Super Micro&#39;s stock, the biggest weekly gain on record. That increase is more than double the prior weekly record of 33.5%, which was seen in the week that ended May 26, 2023.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/db98b04e48b241c600e7fd02fd4cda24\" tg-width=\"1468\" tg-height=\"770\"/></p><p>Still, the stock is off from its former glory, down 72% from its March closing high. At one point, Super Micro shares were up more than 300% on the year, but now they&#39;re up only 17% in 2024, after recently clawing back into positive territory.</p><p>Super Micro&#39;s announcements this week gave investors more confidence that the company will be able to get back in compliance with filing requirements necessary to retain its Nasdaq listing. Super Micro has delayed several filings while looking into its financial controls and after its prior auditor, Ernst &amp; Young, recently resigned.</p><p>Ernst &amp; Young raised concerns about Super Micro&#39;s accounting, but the company has said that a special committee looked into those initial concerns and found that the audit committee at Super Micro &#34;acted independently and that there is no evidence of fraud or misconduct on the part of management or the board of directors.&#34;</p><p>It remains to be seen whether Super Micro is indeed out of the woods with its accounting saga, however, and if the recent issues will draw the eye of regulators. The company also still needs to win Nasdaq approval for its plan to file the delayed reports.</p><p>Some other positives this week include that  <a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a>  called out the company as one of its partners on its earnings call. Nvidia has done so in the past as well, but this mention was welcome to Super Micro investors as some had worried the accounting issues would cloud the company&#39;s relationships with partners.</p><p>Further, S&amp;P Dow Jones Indices announced Thursday that  <a href=\"https://laohu8.com/S/TPL\">Texas Pacific Land</a>  would soon replace  <a href=\"https://laohu8.com/S/MRO\">Marathon Oil</a>  in the S&amp;P 500 SPX. That the committee didn&#39;t also boot Super Micro for poor recent stock performance while making that other change is perhaps a reassuring sign that Super Micro isn&#39;t in immediate danger of losing its spot in the high-profile index.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑","NVDA":"英伟达","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","BK4543":"AI","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","3NVD.UK":"LS 3X NVIDIA","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","BK4503":"景林资产持仓","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","NVDD":"Direxion Daily NVDA Bear 1X Shares","2NVD.UK":"2X NVIDIA ETP","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","TPL":"Texas Pacific Land Trust Sub Sha","NVD2.UK":"2X NVIDIA ETP","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","SNVD.UK":"LS -1X NVIDIA","NVDS":"Tradr 1.5X Short NVDA Daily ETF","NVD3.UK":"LS 3X NVIDIA","NVDU":"Direxion Daily NVDA Bull 2X Shares","NVDS.UK":"LS -1X NVIDIA","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","MRO":"马拉松石油","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU0056508442.USD":"贝莱德世界科技基金A2","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2485212639","content_text":"SUPER MICRO COMPUTER INC's investors have gotten some relief this week, as the beleaguered server maker said it has a new auditor and has submitted a plan to the Nasdaq for how it intends to get current with filing requirements.That's translated into a 78% weekly surge in Super Micro's stock, the biggest weekly gain on record. That increase is more than double the prior weekly record of 33.5%, which was seen in the week that ended May 26, 2023.Still, the stock is off from its former glory, down 72% from its March closing high. At one point, Super Micro shares were up more than 300% on the year, but now they're up only 17% in 2024, after recently clawing back into positive territory.Super Micro's announcements this week gave investors more confidence that the company will be able to get back in compliance with filing requirements necessary to retain its Nasdaq listing. Super Micro has delayed several filings while looking into its financial controls and after its prior auditor, Ernst & Young, recently resigned.Ernst & Young raised concerns about Super Micro's accounting, but the company has said that a special committee looked into those initial concerns and found that the audit committee at Super Micro \"acted independently and that there is no evidence of fraud or misconduct on the part of management or the board of directors.\"It remains to be seen whether Super Micro is indeed out of the woods with its accounting saga, however, and if the recent issues will draw the eye of regulators. The company also still needs to win Nasdaq approval for its plan to file the delayed reports.Some other positives this week include that  NVIDIA Corp  called out the company as one of its partners on its earnings call. Nvidia has done so in the past as well, but this mention was welcome to Super Micro investors as some had worried the accounting issues would cloud the company's relationships with partners.Further, S&P Dow Jones Indices announced Thursday that  Texas Pacific Land  would soon replace  Marathon Oil  in the S&P 500 SPX. That the committee didn't also boot Super Micro for poor recent stock performance while making that other change is perhaps a reassuring sign that Super Micro isn't in immediate danger of losing its spot in the high-profile index.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373988621746216,"gmtCreate":1732315178026,"gmtModify":1732315182292,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373988621746216","repostId":"1113977113","repostType":2,"repost":{"id":"1113977113","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1732288846,"share":"https://ttm.financial/m/news/1113977113?lang=&edition=fundamental","pubTime":"2024-11-22 23:20","market":"us","language":"en","title":"Nvidia Stock Slips. What’s Behind Its Sudden Stall","url":"https://stock-news.laohu8.com/highlight/detail?id=1113977113","media":"Dow Jones","summary":"Nvidia’s earnings appear to have produced a muted market reaction for once. The chip maker’s blowout quarterly report was good enough to support the stock but not provide another leg to its stunning r","content":"<html><head></head><body><p>Nvidia’s earnings appear to have produced a muted market reaction for once. The chip maker’s blowout quarterly report was good enough to support the stock but not provide another leg to its stunning rally. </p><p style=\"text-align: start;\">Nvidia shares were down 2.7% at $142.67 in morning trading on Friday. The stock rose 0.5% during Thursday’s trading session. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a9b9aef3e9f07452cea5675b6883ccda\" tg-width=\"537\" tg-height=\"129\"/></p><p>By any normal measure Nvidia’s third-quarter numbers were stunning, as it nearly doubled its revenue from the prior year. However, its guidance wasn’t as strong as some analysts had expected. </p><p>“Any weakness will likely be bought for investors but traders who require beats and raises every quarter could lighten their exposure if no big beats happen for a few quarters…Very few businesses have a multiyear problem of ‘customers just can’t get enough.’ That situation tends to bring in many short-term investors who can be more fickle,” said Eric Clark, portfolio manager of the Rational Dynamic Brands Fund. </p><p>Attention will now turn to the rollout of Nvidia’s Blackwell artificial-intelligence chips. One potentially positive piece of news for Nvidia is that Elon Musk’s xAI has told investors it raised $5 billion in a funding round valuing it at $50 billion, according to The Wall Street Journal, citing people familiar with the matter. </p><p>Musk’s xAI is expected to partly use the funds raised to purchase 100,000 more Nvidia chips, as the AI start-up plans to double the size of a data center used for training its models. </p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Stock Slips. What’s Behind Its Sudden Stall</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Stock Slips. What’s Behind Its Sudden Stall\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-22 23:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia’s earnings appear to have produced a muted market reaction for once. The chip maker’s blowout quarterly report was good enough to support the stock but not provide another leg to its stunning rally. </p><p style=\"text-align: start;\">Nvidia shares were down 2.7% at $142.67 in morning trading on Friday. The stock rose 0.5% during Thursday’s trading session. </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a9b9aef3e9f07452cea5675b6883ccda\" tg-width=\"537\" tg-height=\"129\"/></p><p>By any normal measure Nvidia’s third-quarter numbers were stunning, as it nearly doubled its revenue from the prior year. However, its guidance wasn’t as strong as some analysts had expected. </p><p>“Any weakness will likely be bought for investors but traders who require beats and raises every quarter could lighten their exposure if no big beats happen for a few quarters…Very few businesses have a multiyear problem of ‘customers just can’t get enough.’ That situation tends to bring in many short-term investors who can be more fickle,” said Eric Clark, portfolio manager of the Rational Dynamic Brands Fund. </p><p>Attention will now turn to the rollout of Nvidia’s Blackwell artificial-intelligence chips. One potentially positive piece of news for Nvidia is that Elon Musk’s xAI has told investors it raised $5 billion in a funding round valuing it at $50 billion, according to The Wall Street Journal, citing people familiar with the matter. </p><p>Musk’s xAI is expected to partly use the funds raised to purchase 100,000 more Nvidia chips, as the AI start-up plans to double the size of a data center used for training its models. </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113977113","content_text":"Nvidia’s earnings appear to have produced a muted market reaction for once. The chip maker’s blowout quarterly report was good enough to support the stock but not provide another leg to its stunning rally. Nvidia shares were down 2.7% at $142.67 in morning trading on Friday. The stock rose 0.5% during Thursday’s trading session. By any normal measure Nvidia’s third-quarter numbers were stunning, as it nearly doubled its revenue from the prior year. However, its guidance wasn’t as strong as some analysts had expected. “Any weakness will likely be bought for investors but traders who require beats and raises every quarter could lighten their exposure if no big beats happen for a few quarters…Very few businesses have a multiyear problem of ‘customers just can’t get enough.’ That situation tends to bring in many short-term investors who can be more fickle,” said Eric Clark, portfolio manager of the Rational Dynamic Brands Fund. Attention will now turn to the rollout of Nvidia’s Blackwell artificial-intelligence chips. One potentially positive piece of news for Nvidia is that Elon Musk’s xAI has told investors it raised $5 billion in a funding round valuing it at $50 billion, according to The Wall Street Journal, citing people familiar with the matter. Musk’s xAI is expected to partly use the funds raised to purchase 100,000 more Nvidia chips, as the AI start-up plans to double the size of a data center used for training its models.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":290472217657536,"gmtCreate":1711922699365,"gmtModify":1711922701193,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/290472217657536","repostId":"2423641142","repostType":2,"isVote":1,"tweetType":1,"viewCount":342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":290472530252040,"gmtCreate":1711922691096,"gmtModify":1711922693068,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/290472530252040","repostId":"1152246768","repostType":2,"repost":{"id":"1152246768","kind":"news","weMediaInfo":{"introduction":"Everything can be ETF","home_visible":1,"media_name":"ETF Tracker","id":"1070810721","head_image":"https://community-static.tradeup.com/news/29067a19beca7bb0f3038d0bea28f179"},"pubTimestamp":1711884341,"share":"https://ttm.financial/m/news/1152246768?lang=&edition=fundamental","pubTime":"2024-03-31 19:25","market":"sh","language":"en","title":"S&P 500 Investment Insights: Wall Street Predicts 'Epic' Bull Market","url":"https://stock-news.laohu8.com/highlight/detail?id=1152246768","media":"ETF Tracker","summary":"Wall Street Predicts \"Epic\" Bull Run, Analyzes Investment Opportunities in the S&P 500 IndexThe $Standard(SMP)$ & Poor's 500 Index has been soaring this year, breaking through the 5,200-point mileston","content":"<html><head></head><body><p>Wall Street Predicts &#34;Epic&#34; Bull Run, Analyzes Investment Opportunities in the S&amp;P 500 Index</p><p>The <a href=\"https://laohu8.com/S/SMP\">Standard</a> &amp; Poor&#39;s 500 Index has been soaring this year, breaking through the 5,200-point milestone last week. The recent rebound has been propelled by signals of Fed rate cuts. This move signals the end of the Fed&#39;s most aggressive rate-hiking cycle and boosts corporate profit growth.</p><p>As a result, Wall Street analysts are even more bullish on the <a href=\"https://laohu8.com/S/SMP\">Standard</a> &amp; Poor&#39;s 500 Index. To seize this opportunity, investors should bet on ETFs tracking the S&amp;P 500 Index. These include the SPDR S&amp;P 500 ETF Trust (SPY), iShares Core S&amp;P 500 ETF (IVV), Vanguard S&amp;P 500 ETF (VOO), SPDR Portfolio S&amp;P 500 ETF (SPLG), and <a href=\"https://laohu8.com/S/IVZ\">Invesco</a> S&amp;P 500 Top 50 ETF (XLG).</p><p>In the recent meeting, the Fed maintained interest rates steady in the range of 5.25% to 5.50% and hinted at three rate cuts this year, citing expanded economic activity, alleviated inflation, but rising inflation. According to the FedWatch indicator by CME Group, futures markets priced in nearly a 75% likelihood of the first rate cut at the June 11-12 meeting.</p><p>Lower rates typically reduce borrowing costs, helping businesses expand operations more easily and enhance profitability. This, in turn, will stimulate economic growth and boost the stock market.</p><p>Bullish Outlook</p><p>The dovish stance of the Fed, coupled with the artificial intelligence frenzy, has prompted Wall Street analysts to raise their target prices for the S&amp;P 500 Index. Societe Generale raised its target price from 4,750 points to 5,500 points, marking the new largest bull market on Wall Street. Societe Generale stated, &#34;The <a href=\"https://laohu8.com/S/AFG\">American</a> exceptionalism thesis is continuously strengthening.&#34; This exceptionalism thesis refers to the unique driver that has kept the US stock market ahead of its peers over the past forty years and is expected to continue driving profits for more and more large-cap stocks.</p><p>Wall Street&#39;s bullish research reports are becoming increasingly aggressive, with <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> recently releasing a report stating that this long-term bull market in the US stock market is entering its 11th year and, more importantly, the institution emphasizes that from a technical analysis perspective, the benchmark US stock index—the S&amp;P 500 Index—is expected to continue its strong upward trend in the coming years, thus fully extending the trend of the &#34;epic bull run&#34;.</p><p>As the S&amp;P 500 Index continues to hit new all-time highs this year, strategists at <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> suggest that from a technical trend perspective of the stock market bull run, this current round of the US stock market could be considered an epic &#34;bull run&#34; that is expected to continue until around 2030, and they predict that the S&amp;P 500 Index could rise to 7,000 points by the end of 2026 (as of Monday&#39;s close, the S&amp;P 500 Index closed at 5,218.19 points).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52a4b53d2146d5efbbac0bba55b08387\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>SPDR S&amp;P 500 ETF Trust (SPY)</p><p>The SPDR S&amp;P 500 ETF Trust tracks the S&amp;P 500 Index, holding 503 stocks in its basket, with no single stock accounting for more than 7.2% of assets. The SPDR S&amp;P 500 ETF Trust focuses on the information technology sector, followed closely by double-digit allocations to the financial, healthcare, and non-essential consumer goods sectors.</p><p>The SPDR S&amp;P 500 ETF Trust charges investors an annual fee of 9 basis points and has a daily average trading volume of 67 million shares. Its assets under management amount to $524.8 billion.</p><p>iShares Core S&amp;P 500 ETF (IVV)</p><p>The iShares Core S&amp;P 500 ETF has assets under management of $449.9 billion, much smaller than SPY, with poorer liquidity, with a daily average trading volume of 5 million shares. It charges only 3 basis points in annual fees, 6 basis points lower than the products of the $DWS(<a href=\"https://laohu8.com/S/DWS.AU\">DWS</a>.AU)$ Bank.</p><p>Vanguard S&amp;P 500 ETF (VOO)</p><p>The Vanguard S&amp;P 500 ETF also directly tracks the S&amp;P 500 Index, holding 503 stocks in its basket. It has accumulated assets of $432 billion and charges investors 3 basis points in annual fees. The Vanguard S&amp;P 500 ETF has a daily average trading volume of 5 million shares.</p><p>SPDR Portfolio S&amp;P 500 ETF (SPLG)</p><p>The SPDR Portfolio S&amp;P 500 ETF tracks the S&amp;P 500 Index, holding 503 stocks in its basket, with an expense ratio of 0.02%. The company has accumulated assets of $33.1 billion, with an average daily trading volume of 8 million shares.</p><p><a href=\"https://laohu8.com/S/IVZ\">Invesco</a> S&amp;P 500 Top 50 ETF (XLG)</p><p>The Invesco S&amp;P 500 Top 50 ETF follows the S&amp;P 500 Top 50 ETF Index, which measures the market-weighted performance of the 50 largest companies in the S&amp;P 500 Index, reflecting the performance of US mega-cap stocks. The Invesco S&amp;P 500 Top 50 ETF has managed assets worth $4.1 billion but has an average daily trading volume of approximately 1.2 million shares. XLG charges an annual fee of 20 basis points.</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>S&P 500 Investment Insights: Wall Street Predicts 'Epic' Bull Market</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\">\nS&P 500 Investment Insights: Wall Street Predicts 'Epic' Bull Market\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1070810721\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/29067a19beca7bb0f3038d0bea28f179);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">ETF Tracker </p>\n<p class=\"h-time\">2024-03-31 19:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wall Street Predicts &#34;Epic&#34; Bull Run, Analyzes Investment Opportunities in the S&amp;P 500 Index</p><p>The <a href=\"https://laohu8.com/S/SMP\">Standard</a> &amp; Poor&#39;s 500 Index has been soaring this year, breaking through the 5,200-point milestone last week. The recent rebound has been propelled by signals of Fed rate cuts. This move signals the end of the Fed&#39;s most aggressive rate-hiking cycle and boosts corporate profit growth.</p><p>As a result, Wall Street analysts are even more bullish on the <a href=\"https://laohu8.com/S/SMP\">Standard</a> &amp; Poor&#39;s 500 Index. To seize this opportunity, investors should bet on ETFs tracking the S&amp;P 500 Index. These include the SPDR S&amp;P 500 ETF Trust (SPY), iShares Core S&amp;P 500 ETF (IVV), Vanguard S&amp;P 500 ETF (VOO), SPDR Portfolio S&amp;P 500 ETF (SPLG), and <a href=\"https://laohu8.com/S/IVZ\">Invesco</a> S&amp;P 500 Top 50 ETF (XLG).</p><p>In the recent meeting, the Fed maintained interest rates steady in the range of 5.25% to 5.50% and hinted at three rate cuts this year, citing expanded economic activity, alleviated inflation, but rising inflation. According to the FedWatch indicator by CME Group, futures markets priced in nearly a 75% likelihood of the first rate cut at the June 11-12 meeting.</p><p>Lower rates typically reduce borrowing costs, helping businesses expand operations more easily and enhance profitability. This, in turn, will stimulate economic growth and boost the stock market.</p><p>Bullish Outlook</p><p>The dovish stance of the Fed, coupled with the artificial intelligence frenzy, has prompted Wall Street analysts to raise their target prices for the S&amp;P 500 Index. Societe Generale raised its target price from 4,750 points to 5,500 points, marking the new largest bull market on Wall Street. Societe Generale stated, &#34;The <a href=\"https://laohu8.com/S/AFG\">American</a> exceptionalism thesis is continuously strengthening.&#34; This exceptionalism thesis refers to the unique driver that has kept the US stock market ahead of its peers over the past forty years and is expected to continue driving profits for more and more large-cap stocks.</p><p>Wall Street&#39;s bullish research reports are becoming increasingly aggressive, with <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> recently releasing a report stating that this long-term bull market in the US stock market is entering its 11th year and, more importantly, the institution emphasizes that from a technical analysis perspective, the benchmark US stock index—the S&amp;P 500 Index—is expected to continue its strong upward trend in the coming years, thus fully extending the trend of the &#34;epic bull run&#34;.</p><p>As the S&amp;P 500 Index continues to hit new all-time highs this year, strategists at <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> suggest that from a technical trend perspective of the stock market bull run, this current round of the US stock market could be considered an epic &#34;bull run&#34; that is expected to continue until around 2030, and they predict that the S&amp;P 500 Index could rise to 7,000 points by the end of 2026 (as of Monday&#39;s close, the S&amp;P 500 Index closed at 5,218.19 points).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52a4b53d2146d5efbbac0bba55b08387\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>SPDR S&amp;P 500 ETF Trust (SPY)</p><p>The SPDR S&amp;P 500 ETF Trust tracks the S&amp;P 500 Index, holding 503 stocks in its basket, with no single stock accounting for more than 7.2% of assets. The SPDR S&amp;P 500 ETF Trust focuses on the information technology sector, followed closely by double-digit allocations to the financial, healthcare, and non-essential consumer goods sectors.</p><p>The SPDR S&amp;P 500 ETF Trust charges investors an annual fee of 9 basis points and has a daily average trading volume of 67 million shares. Its assets under management amount to $524.8 billion.</p><p>iShares Core S&amp;P 500 ETF (IVV)</p><p>The iShares Core S&amp;P 500 ETF has assets under management of $449.9 billion, much smaller than SPY, with poorer liquidity, with a daily average trading volume of 5 million shares. It charges only 3 basis points in annual fees, 6 basis points lower than the products of the $DWS(<a href=\"https://laohu8.com/S/DWS.AU\">DWS</a>.AU)$ Bank.</p><p>Vanguard S&amp;P 500 ETF (VOO)</p><p>The Vanguard S&amp;P 500 ETF also directly tracks the S&amp;P 500 Index, holding 503 stocks in its basket. It has accumulated assets of $432 billion and charges investors 3 basis points in annual fees. The Vanguard S&amp;P 500 ETF has a daily average trading volume of 5 million shares.</p><p>SPDR Portfolio S&amp;P 500 ETF (SPLG)</p><p>The SPDR Portfolio S&amp;P 500 ETF tracks the S&amp;P 500 Index, holding 503 stocks in its basket, with an expense ratio of 0.02%. The company has accumulated assets of $33.1 billion, with an average daily trading volume of 8 million shares.</p><p><a href=\"https://laohu8.com/S/IVZ\">Invesco</a> S&amp;P 500 Top 50 ETF (XLG)</p><p>The Invesco S&amp;P 500 Top 50 ETF follows the S&amp;P 500 Top 50 ETF Index, which measures the market-weighted performance of the 50 largest companies in the S&amp;P 500 Index, reflecting the performance of US mega-cap stocks. The Invesco S&amp;P 500 Top 50 ETF has managed assets worth $4.1 billion but has an average daily trading volume of approximately 1.2 million shares. XLG charges an annual fee of 20 basis points.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPY":"标普500ETF",".SPX":"S&P 500 Index","VOO":"Vanguard标普500ETF","IVV":"标普500指数ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152246768","content_text":"Wall Street Predicts \"Epic\" Bull Run, Analyzes Investment Opportunities in the S&P 500 IndexThe Standard & Poor's 500 Index has been soaring this year, breaking through the 5,200-point milestone last week. The recent rebound has been propelled by signals of Fed rate cuts. This move signals the end of the Fed's most aggressive rate-hiking cycle and boosts corporate profit growth.As a result, Wall Street analysts are even more bullish on the Standard & Poor's 500 Index. To seize this opportunity, investors should bet on ETFs tracking the S&P 500 Index. These include the SPDR S&P 500 ETF Trust (SPY), iShares Core S&P 500 ETF (IVV), Vanguard S&P 500 ETF (VOO), SPDR Portfolio S&P 500 ETF (SPLG), and Invesco S&P 500 Top 50 ETF (XLG).In the recent meeting, the Fed maintained interest rates steady in the range of 5.25% to 5.50% and hinted at three rate cuts this year, citing expanded economic activity, alleviated inflation, but rising inflation. According to the FedWatch indicator by CME Group, futures markets priced in nearly a 75% likelihood of the first rate cut at the June 11-12 meeting.Lower rates typically reduce borrowing costs, helping businesses expand operations more easily and enhance profitability. This, in turn, will stimulate economic growth and boost the stock market.Bullish OutlookThe dovish stance of the Fed, coupled with the artificial intelligence frenzy, has prompted Wall Street analysts to raise their target prices for the S&P 500 Index. Societe Generale raised its target price from 4,750 points to 5,500 points, marking the new largest bull market on Wall Street. Societe Generale stated, \"The American exceptionalism thesis is continuously strengthening.\" This exceptionalism thesis refers to the unique driver that has kept the US stock market ahead of its peers over the past forty years and is expected to continue driving profits for more and more large-cap stocks.Wall Street's bullish research reports are becoming increasingly aggressive, with Bank of America recently releasing a report stating that this long-term bull market in the US stock market is entering its 11th year and, more importantly, the institution emphasizes that from a technical analysis perspective, the benchmark US stock index—the S&P 500 Index—is expected to continue its strong upward trend in the coming years, thus fully extending the trend of the \"epic bull run\".As the S&P 500 Index continues to hit new all-time highs this year, strategists at Bank of America suggest that from a technical trend perspective of the stock market bull run, this current round of the US stock market could be considered an epic \"bull run\" that is expected to continue until around 2030, and they predict that the S&P 500 Index could rise to 7,000 points by the end of 2026 (as of Monday's close, the S&P 500 Index closed at 5,218.19 points).SPDR S&P 500 ETF Trust (SPY)The SPDR S&P 500 ETF Trust tracks the S&P 500 Index, holding 503 stocks in its basket, with no single stock accounting for more than 7.2% of assets. The SPDR S&P 500 ETF Trust focuses on the information technology sector, followed closely by double-digit allocations to the financial, healthcare, and non-essential consumer goods sectors.The SPDR S&P 500 ETF Trust charges investors an annual fee of 9 basis points and has a daily average trading volume of 67 million shares. Its assets under management amount to $524.8 billion.iShares Core S&P 500 ETF (IVV)The iShares Core S&P 500 ETF has assets under management of $449.9 billion, much smaller than SPY, with poorer liquidity, with a daily average trading volume of 5 million shares. It charges only 3 basis points in annual fees, 6 basis points lower than the products of the $DWS(DWS.AU)$ Bank.Vanguard S&P 500 ETF (VOO)The Vanguard S&P 500 ETF also directly tracks the S&P 500 Index, holding 503 stocks in its basket. It has accumulated assets of $432 billion and charges investors 3 basis points in annual fees. The Vanguard S&P 500 ETF has a daily average trading volume of 5 million shares.SPDR Portfolio S&P 500 ETF (SPLG)The SPDR Portfolio S&P 500 ETF tracks the S&P 500 Index, holding 503 stocks in its basket, with an expense ratio of 0.02%. The company has accumulated assets of $33.1 billion, with an average daily trading volume of 8 million shares.Invesco S&P 500 Top 50 ETF (XLG)The Invesco S&P 500 Top 50 ETF follows the S&P 500 Top 50 ETF Index, which measures the market-weighted performance of the 50 largest companies in the S&P 500 Index, reflecting the performance of US mega-cap stocks. The Invesco S&P 500 Top 50 ETF has managed assets worth $4.1 billion but has an average daily trading volume of approximately 1.2 million shares. XLG charges an annual fee of 20 basis points.","news_type":1},"isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":233693877756024,"gmtCreate":1698083189181,"gmtModify":1698083193760,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/233693877756024","repostId":"2377209638","repostType":2,"repost":{"id":"2377209638","kind":"highlight","pubTimestamp":1698075043,"share":"https://ttm.financial/m/news/2377209638?lang=&edition=fundamental","pubTime":"2023-10-23 23:30","market":"us","language":"en","title":"Palantir Stock Forecast: A Bear Takes a Second Look","url":"https://stock-news.laohu8.com/highlight/detail?id=2377209638","media":"InvestorPlace","summary":"Even the most bearish investors on a given stock should look at the bright side, and I'm doing that with PLTR stock today.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Palantir Technologies</strong> (<strong>PLTR</strong>) has skyrocketed in 2023, leading to many a bullish take on the stock.</p></li><li><p>In a tech-driven era, Palantir stands out as a game-changer, fusing innovation with strategic vision.</p></li><li><p>Palantir’s path goes beyond finances, with transformative collaborations like a pending NHS contract and a $250 million deal with the U.S. Defense Department.</p></li></ul><p>I’ve taken a generally bearish stance on <strong>Palantir Technologies</strong> (NYSE: <strong>PLTR</strong>) for quite some time now. That’s generally due to various fundamental concerns I have with the company, as well as questionable forward growth expectations. </p><p>However, putting all that aside, I thought I’d take a look at the bull case for Palantir. Let’s dive into the company’s key catalysts. Indeed, given that the company has a strong following due to its AI capabilities, its government-generated revenue streams, and commercial market growth, maybe there’s something here.</p><p>Let’s dive into what investors may want to consider, from a positive angle, when it comes to Palantir.</p><h2 id=\"id_2617340209\">PLTR Stock: The Fundamentals</h2><p>There are plenty of unprofitable companies in the artificial intelligence (and tech sector, for that matter). So, Palantir’s recent financials may impress some investors, with Q2 revenue growth of 13% (to $533.3 million), and net income growth of 116% year-over-year. Notably, Palantir has strung together consecutive quarters of positive profitability, something many critics thought would never be possible.</p><p>Now, I’ve focused on the fact that this profitability has been minimal. And that is the case. But given Palantir’s strength as a deal-maker with key government agencies and commercial partners, perhaps this earnings growth could accelerate from here. That’s the bull case anyhow.</p><p>In this regard, the company’s $302 million in government customer revenue represented a 15% year-over-year increase, with its $232 million in commercial customer revenue representing a 10% increase. The company has been consistently profitable by GAAP standards for three quarters and has revenue forecasts in line with expectations for Q3 and fiscal 2023. That’s not nothing, and it’s a reason for bulls to continue to be hopeful right now. </p><h2 id=\"id_59255706\">Upcoming Q3 Results</h2><p>Investors continue to debate Palantir stock’s outlook, with bulls emphasizing improved profitability and bears concerned about slowing revenue growth. Thus, the company’s upcoming Q3 earnings will be closely watched. Experts currently project earnings to come in at 6 cents per share (up from 1 cent), and 18% revenue growth to $556 million, will be announced on November 2. Again, I think the bottom-line number will need to be beat, as it will matter more than it ever has for the company. </p><p>Notably, PLTR stock reached a 52-week intraday high in August, and its technical ratings have since improved. This stock benefited greatly from previous earnings surprises. Another earnings surprise is widely expected by bulls, and anything other than a big beat will likely be disappointing for many.</p><h2 id=\"id_882737493\">PLTR Continues in Closing Contracts</h2><p>Palantir co-founder Peter Thiel recently secured a 5-year service contract with the U.K.’s NHS to enhance data analysis using AI tools. Analysts have discussed the deal’s implications, providing some reasons to be bullish and reasons to be critical of the deal.</p><p>The controversial five-year contract, now valued at over 480 million, aims to improve the NHS’s data analysis capabilities. It faced criticism over patient data privacy concerns. While there’s excitement around this development, Palantir’s performance this year initially rode on AI enthusiasm.</p><p>Additionally, Palantir Technologies also secures a $250 million contract with the US Defense Department for AI and machine learning research. The three-year deal strengthens its ties with the US government and its role in AI and defense. This contributed to a 6% rise in Palantir’s shares in September. The contract builds on their prior work with the Army Research Lab, focusing on AI research and development. Specific details remain undisclosed.</p><p>In the tech era, Palantir stands out as a game-changer, combining innovation with strategic brilliance. PLTR stock’s strong year-to-date return makes it a top wealth-boosting AI stock. That’s what the bulls will tell you, anyway.</p></body></html>","source":"investorplace_stock_picks","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 Stock Forecast: A Bear Takes a Second Look</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 Stock Forecast: A Bear Takes a Second Look\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-23 23:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/10/palantir-stock-forecast-a-bear-takes-a-second-look/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies (PLTR) has skyrocketed in 2023, leading to many a bullish take on the stock.In a tech-driven era, Palantir stands out as a game-changer, fusing innovation with strategic vision....</p>\n\n<a href=\"https://investorplace.com/2023/10/palantir-stock-forecast-a-bear-takes-a-second-look/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://investorplace.com/2023/10/palantir-stock-forecast-a-bear-takes-a-second-look/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2377209638","content_text":"Palantir Technologies (PLTR) has skyrocketed in 2023, leading to many a bullish take on the stock.In a tech-driven era, Palantir stands out as a game-changer, fusing innovation with strategic vision.Palantir’s path goes beyond finances, with transformative collaborations like a pending NHS contract and a $250 million deal with the U.S. Defense Department.I’ve taken a generally bearish stance on Palantir Technologies (NYSE: PLTR) for quite some time now. That’s generally due to various fundamental concerns I have with the company, as well as questionable forward growth expectations. However, putting all that aside, I thought I’d take a look at the bull case for Palantir. Let’s dive into the company’s key catalysts. Indeed, given that the company has a strong following due to its AI capabilities, its government-generated revenue streams, and commercial market growth, maybe there’s something here.Let’s dive into what investors may want to consider, from a positive angle, when it comes to Palantir.PLTR Stock: The FundamentalsThere are plenty of unprofitable companies in the artificial intelligence (and tech sector, for that matter). So, Palantir’s recent financials may impress some investors, with Q2 revenue growth of 13% (to $533.3 million), and net income growth of 116% year-over-year. Notably, Palantir has strung together consecutive quarters of positive profitability, something many critics thought would never be possible.Now, I’ve focused on the fact that this profitability has been minimal. And that is the case. But given Palantir’s strength as a deal-maker with key government agencies and commercial partners, perhaps this earnings growth could accelerate from here. That’s the bull case anyhow.In this regard, the company’s $302 million in government customer revenue represented a 15% year-over-year increase, with its $232 million in commercial customer revenue representing a 10% increase. The company has been consistently profitable by GAAP standards for three quarters and has revenue forecasts in line with expectations for Q3 and fiscal 2023. That’s not nothing, and it’s a reason for bulls to continue to be hopeful right now. Upcoming Q3 ResultsInvestors continue to debate Palantir stock’s outlook, with bulls emphasizing improved profitability and bears concerned about slowing revenue growth. Thus, the company’s upcoming Q3 earnings will be closely watched. Experts currently project earnings to come in at 6 cents per share (up from 1 cent), and 18% revenue growth to $556 million, will be announced on November 2. Again, I think the bottom-line number will need to be beat, as it will matter more than it ever has for the company. Notably, PLTR stock reached a 52-week intraday high in August, and its technical ratings have since improved. This stock benefited greatly from previous earnings surprises. Another earnings surprise is widely expected by bulls, and anything other than a big beat will likely be disappointing for many.PLTR Continues in Closing ContractsPalantir co-founder Peter Thiel recently secured a 5-year service contract with the U.K.’s NHS to enhance data analysis using AI tools. Analysts have discussed the deal’s implications, providing some reasons to be bullish and reasons to be critical of the deal.The controversial five-year contract, now valued at over 480 million, aims to improve the NHS’s data analysis capabilities. It faced criticism over patient data privacy concerns. While there’s excitement around this development, Palantir’s performance this year initially rode on AI enthusiasm.Additionally, Palantir Technologies also secures a $250 million contract with the US Defense Department for AI and machine learning research. The three-year deal strengthens its ties with the US government and its role in AI and defense. This contributed to a 6% rise in Palantir’s shares in September. The contract builds on their prior work with the Army Research Lab, focusing on AI research and development. Specific details remain undisclosed.In the tech era, Palantir stands out as a game-changer, combining innovation with strategic brilliance. PLTR stock’s strong year-to-date return makes it a top wealth-boosting AI stock. That’s what the bulls will tell you, anyway.","news_type":1},"isVote":1,"tweetType":1,"viewCount":431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374575371944296,"gmtCreate":1732489568196,"gmtModify":1732489570372,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374575371944296","repostId":"1168114956","repostType":2,"repost":{"id":"1168114956","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1732424113,"share":"https://ttm.financial/m/news/1168114956?lang=&edition=fundamental","pubTime":"2024-11-24 12:55","market":"us","language":"en","title":"Weekly Winners｜SMCI Soars 78%; Unity Surges 36%; MicroStrategy Jumps 24%","url":"https://stock-news.laohu8.com/highlight/detail?id=1168114956","media":"Tiger Newspress","summary":"This week, which stocks dragged?","content":"<html><head></head><body><p>This week, which stocks dragged? <em>Weekly Winners</em> column keeps up with market trends, helping Tigers sort out the week&#39;s hottest sectors, stock winners and important news.</p><p>Below are the top 10 US stock gainers with a market cap above $6 billion for the week ended Nov. 22:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9c0ed24fee59c2aa907d330a25aa9200\" title=\"\" tg-width=\"590\" tg-height=\"289\"/></p><h3 id=\"id_349173794\">Super Micro&#39;s Stock Had a Historic Week - but It&#39;s Still 70% off Its Highs</h3><p><a href=\"https://laohu8.com/S/SMCI\">SUPER MICRO COMPUTER INC</a>&#39;s investors have gotten some relief this week, as the beleaguered server maker said it has a new auditor and has submitted a plan to the Nasdaq for how it intends to get current with filing requirements.</p><p>That&#39;s translated into a 78% weekly surge in Super Micro&#39;s stock, the biggest weekly gain on record. That increase is more than double the prior weekly record of 33.5%, which was seen in the week that ended May 26, 2023.</p><p>Still, the stock is off from its former glory, down 72% from its March closing high. At one point, Super Micro shares were up more than 300% on the year, but now they&#39;re up only 17% in 2024, after recently clawing back into positive territory.</p><h3 id=\"id_4165659878\" style=\"text-align: start;\">Michael Saylor Reveals MicroStrategy Is &#39;Making $500M A Day&#39; With Bitcoin</h3><p><a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a> co-founder Michael Saylor has revealed that the company is minting $500 million a day as Bitcoin inches closer to $100,000 for the first time in its history.</p><p>Saylor, who has been all-in on Bitcoin for years now, has revealed an insane statistic – MicroStrategy&#39;s holdings of the top cryptocurrency have appreciated by as much as $5.4 billion over the last two weeks.</p><p>In an interview with CNBC, Saylor broke down MicroStrategy&#39;s gains, saying, &#34;We&#39;re making $500 million a day. I&#39;m staring at my screen and we&#39;re selling dollar bills for $3, sometimes a million times a minute.&#34;</p><h3 id=\"id_758959446\" style=\"text-align: left;\">Morgan Stanley Maintains Unity Software With Buy Rating, Maintains Target Price $24</h3><p>On Wednesday, white-shoe investment bank <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> published a new note on <a href=\"https://laohu8.com/S/U\">Unity Software Inc.</a> authored by Matthew Cost. The pundit reiterated his overweight (buy) recommendation on the stock and his $24-per-share price target.</p><p style=\"text-align: start;\">Cost&#39;s latest take on the highly specialized tech company came after a series of investor meetings with CEO Matt Bromberg. According to reports, Bromberg went into some detail about a new advertising model slated to debut in 2025 that will positively affect the company&#39;s &#34;grow solutions&#34; business.</p><p>Additionally, Unity is hard at work developing a neural network that will take advantage of the copious data Unity has been able to compile. Finally, management aims to streamline its varied advertising efforts into one stack, part of an overall move to rationalize its operations and save costs.</p><h3 id=\"id_2757651349\">Snowflake Shares Surge on Rosy Forecast, AI Deal with Anthropic</h3><p><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>&#39;s shares surged more than 28% on Thursday after the data analytics provider raised its annual product revenue forecast, signaling growing demand for cloud-based data storage and analytics.</p><p>Snowflake announced a partnership with Anthropic on Wednesday, which will allow its customers to enhance their AI applications using Anthropic&#39;s large language models on Snowflake&#39;s cloud-based data platforms.</p><p>The company expects product revenue of $3.43 billion for 2025, compared with its previous forecast of $3.36 billion.</p><h3 id=\"id_3032372953\">Williams-Sonoma’s Stock Rockets to All-Time High as Market-Share Gains Fuel Earnings Beat</h3><p><a href=\"https://laohu8.com/S/WSM\">Williams-Sonoma</a>’s stock rose nearly 28% to an all-time high on Wednesday after the home-goods retailer reported improved sales and market-share gains, as well as stronger-than-expected profit, despite a “difficult environment.”</p><p>Williams-Sonoma<strong> </strong>said its performance exceeded its projections as its operating profit margin rose to 17.8% from 17% last year. It also raised its operating margin outlook by 40 basis points to a range of 17.8% to 18.2% for the year.</p><p>The company said its board approved a new $1 billion stock-buyback plan in September.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Weekly Winners｜SMCI Soars 78%; Unity Surges 36%; MicroStrategy Jumps 24%</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\">\nWeekly Winners｜SMCI Soars 78%; Unity Surges 36%; MicroStrategy Jumps 24%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2024-11-24 12:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>This week, which stocks dragged? <em>Weekly Winners</em> column keeps up with market trends, helping Tigers sort out the week&#39;s hottest sectors, stock winners and important news.</p><p>Below are the top 10 US stock gainers with a market cap above $6 billion for the week ended Nov. 22:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9c0ed24fee59c2aa907d330a25aa9200\" title=\"\" tg-width=\"590\" tg-height=\"289\"/></p><h3 id=\"id_349173794\">Super Micro&#39;s Stock Had a Historic Week - but It&#39;s Still 70% off Its Highs</h3><p><a href=\"https://laohu8.com/S/SMCI\">SUPER MICRO COMPUTER INC</a>&#39;s investors have gotten some relief this week, as the beleaguered server maker said it has a new auditor and has submitted a plan to the Nasdaq for how it intends to get current with filing requirements.</p><p>That&#39;s translated into a 78% weekly surge in Super Micro&#39;s stock, the biggest weekly gain on record. That increase is more than double the prior weekly record of 33.5%, which was seen in the week that ended May 26, 2023.</p><p>Still, the stock is off from its former glory, down 72% from its March closing high. At one point, Super Micro shares were up more than 300% on the year, but now they&#39;re up only 17% in 2024, after recently clawing back into positive territory.</p><h3 id=\"id_4165659878\" style=\"text-align: start;\">Michael Saylor Reveals MicroStrategy Is &#39;Making $500M A Day&#39; With Bitcoin</h3><p><a href=\"https://laohu8.com/S/MSTR\">MicroStrategy</a> co-founder Michael Saylor has revealed that the company is minting $500 million a day as Bitcoin inches closer to $100,000 for the first time in its history.</p><p>Saylor, who has been all-in on Bitcoin for years now, has revealed an insane statistic – MicroStrategy&#39;s holdings of the top cryptocurrency have appreciated by as much as $5.4 billion over the last two weeks.</p><p>In an interview with CNBC, Saylor broke down MicroStrategy&#39;s gains, saying, &#34;We&#39;re making $500 million a day. I&#39;m staring at my screen and we&#39;re selling dollar bills for $3, sometimes a million times a minute.&#34;</p><h3 id=\"id_758959446\" style=\"text-align: left;\">Morgan Stanley Maintains Unity Software With Buy Rating, Maintains Target Price $24</h3><p>On Wednesday, white-shoe investment bank <a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a> published a new note on <a href=\"https://laohu8.com/S/U\">Unity Software Inc.</a> authored by Matthew Cost. The pundit reiterated his overweight (buy) recommendation on the stock and his $24-per-share price target.</p><p style=\"text-align: start;\">Cost&#39;s latest take on the highly specialized tech company came after a series of investor meetings with CEO Matt Bromberg. According to reports, Bromberg went into some detail about a new advertising model slated to debut in 2025 that will positively affect the company&#39;s &#34;grow solutions&#34; business.</p><p>Additionally, Unity is hard at work developing a neural network that will take advantage of the copious data Unity has been able to compile. Finally, management aims to streamline its varied advertising efforts into one stack, part of an overall move to rationalize its operations and save costs.</p><h3 id=\"id_2757651349\">Snowflake Shares Surge on Rosy Forecast, AI Deal with Anthropic</h3><p><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>&#39;s shares surged more than 28% on Thursday after the data analytics provider raised its annual product revenue forecast, signaling growing demand for cloud-based data storage and analytics.</p><p>Snowflake announced a partnership with Anthropic on Wednesday, which will allow its customers to enhance their AI applications using Anthropic&#39;s large language models on Snowflake&#39;s cloud-based data platforms.</p><p>The company expects product revenue of $3.43 billion for 2025, compared with its previous forecast of $3.36 billion.</p><h3 id=\"id_3032372953\">Williams-Sonoma’s Stock Rockets to All-Time High as Market-Share Gains Fuel Earnings Beat</h3><p><a href=\"https://laohu8.com/S/WSM\">Williams-Sonoma</a>’s stock rose nearly 28% to an all-time high on Wednesday after the home-goods retailer reported improved sales and market-share gains, as well as stronger-than-expected profit, despite a “difficult environment.”</p><p>Williams-Sonoma<strong> </strong>said its performance exceeded its projections as its operating profit margin rose to 17.8% from 17% last year. It also raised its operating margin outlook by 40 basis points to a range of 17.8% to 18.2% for the year.</p><p>The company said its board approved a new $1 billion stock-buyback plan in September.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNOW":"Snowflake","U":"Unity Software Inc.","MSTR":"MicroStrategy","WSM":"Williams-Sonoma Inc","AUR":"Aurora Innovation","TPL":"Texas Pacific Land Trust Sub Sha","SMCI":"超微电脑","ESTC":"Elastic N.V.","GLBE":"Global-E Online Ltd.","AS":"亚玛芬体育"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168114956","content_text":"This week, which stocks dragged? Weekly Winners column keeps up with market trends, helping Tigers sort out the week's hottest sectors, stock winners and important news.Below are the top 10 US stock gainers with a market cap above $6 billion for the week ended Nov. 22:Super Micro's Stock Had a Historic Week - but It's Still 70% off Its HighsSUPER MICRO COMPUTER INC's investors have gotten some relief this week, as the beleaguered server maker said it has a new auditor and has submitted a plan to the Nasdaq for how it intends to get current with filing requirements.That's translated into a 78% weekly surge in Super Micro's stock, the biggest weekly gain on record. That increase is more than double the prior weekly record of 33.5%, which was seen in the week that ended May 26, 2023.Still, the stock is off from its former glory, down 72% from its March closing high. At one point, Super Micro shares were up more than 300% on the year, but now they're up only 17% in 2024, after recently clawing back into positive territory.Michael Saylor Reveals MicroStrategy Is 'Making $500M A Day' With BitcoinMicroStrategy co-founder Michael Saylor has revealed that the company is minting $500 million a day as Bitcoin inches closer to $100,000 for the first time in its history.Saylor, who has been all-in on Bitcoin for years now, has revealed an insane statistic – MicroStrategy's holdings of the top cryptocurrency have appreciated by as much as $5.4 billion over the last two weeks.In an interview with CNBC, Saylor broke down MicroStrategy's gains, saying, \"We're making $500 million a day. I'm staring at my screen and we're selling dollar bills for $3, sometimes a million times a minute.\"Morgan Stanley Maintains Unity Software With Buy Rating, Maintains Target Price $24On Wednesday, white-shoe investment bank Morgan Stanley published a new note on Unity Software Inc. authored by Matthew Cost. The pundit reiterated his overweight (buy) recommendation on the stock and his $24-per-share price target.Cost's latest take on the highly specialized tech company came after a series of investor meetings with CEO Matt Bromberg. According to reports, Bromberg went into some detail about a new advertising model slated to debut in 2025 that will positively affect the company's \"grow solutions\" business.Additionally, Unity is hard at work developing a neural network that will take advantage of the copious data Unity has been able to compile. Finally, management aims to streamline its varied advertising efforts into one stack, part of an overall move to rationalize its operations and save costs.Snowflake Shares Surge on Rosy Forecast, AI Deal with AnthropicSnowflake's shares surged more than 28% on Thursday after the data analytics provider raised its annual product revenue forecast, signaling growing demand for cloud-based data storage and analytics.Snowflake announced a partnership with Anthropic on Wednesday, which will allow its customers to enhance their AI applications using Anthropic's large language models on Snowflake's cloud-based data platforms.The company expects product revenue of $3.43 billion for 2025, compared with its previous forecast of $3.36 billion.Williams-Sonoma’s Stock Rockets to All-Time High as Market-Share Gains Fuel Earnings BeatWilliams-Sonoma’s stock rose nearly 28% to an all-time high on Wednesday after the home-goods retailer reported improved sales and market-share gains, as well as stronger-than-expected profit, despite a “difficult environment.”Williams-Sonoma said its performance exceeded its projections as its operating profit margin rose to 17.8% from 17% last year. It also raised its operating margin outlook by 40 basis points to a range of 17.8% to 18.2% for the year.The company said its board approved a new $1 billion stock-buyback plan in September.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":290472603242672,"gmtCreate":1711922708142,"gmtModify":1711922710000,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/290472603242672","repostId":"2423466683","repostType":2,"repost":{"id":"2423466683","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1711866655,"share":"https://ttm.financial/m/news/2423466683?lang=&edition=fundamental","pubTime":"2024-03-31 14:30","market":"fut","language":"en","title":"Warren Buffett Spent More Than $350 Million to Buy These Stocks in the Past Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2423466683","media":"Dow Jones","summary":"Buffett's Berkshire Hathaway now owns roughly 30% of Liberty SiriusXM shares outstanding. Warren Buffett has been busy during a relatively quiet week, as he has been bulking up his stake on Liberty SiriusXM tracking stocks.In Form 4 filings with the US. Securities and Exchange Commission over the past week, Buffett's investment vehicle, Berkshire Hathaway Inc.  , disclosed that it paid about $257.95 million to buy 8.9 million Liberty SiriusXM Series C stock  at a weighted-average price of $29.06.Berkshire also disclosed paying $110.32 million to buy 3.8 million shares of Liberty Sirius XM Series A stock  at an average price of $29.The Series A shares have voting rights, but the Series C shares don't.In total, Berkshire bought 12.68 million shares for $368.3 million.Buffett now owns about 30% of Liberty SiriusXM's outstanding shares.The Series A shares have gained 3.3% this week through Thursday and the Series C shares have advanced 3.4%. In comparison, the S&P 500 index SPX has edged u","content":"<html><head></head><body><p>Buffett&#39;s Berkshire Hathaway now owns roughly 30% of Liberty SiriusXM shares outstanding</p><p>Warren Buffett has been busy during a relatively quiet week, as he has been bulking up his stake on Liberty SiriusXM tracking stocks.</p><p>In Form 4 filings with the US. Securities and Exchange Commission over the past week, Buffett&#39;s investment vehicle, Berkshire Hathaway Inc. <a href=\"https://laohu8.com/S/BRK.B\">$(BRK.B)$</a> <a href=\"https://laohu8.com/S/BRK.A\">$(BRK.A)$</a>, disclosed that it paid about $257.95 million to buy 8.9 million Liberty SiriusXM Series C stock <a href=\"https://laohu8.com/S/LSXMK\">$(LSXMK)$</a> at a weighted-average price of $29.06.</p><p>Berkshire also disclosed paying $110.32 million to buy 3.8 million shares of Liberty Sirius XM Series A stock <a href=\"https://laohu8.com/S/LSXMA\">$(LSXMA)$</a> at an average price of $29.</p><p>The Series A shares have voting rights, but the Series C shares don&#39;t.</p><p>In total, Berkshire bought 12.68 million shares for $368.3 million.</p><p>Buffett now owns about 30% of Liberty SiriusXM&#39;s outstanding shares.</p><p>The Series A shares have gained 3.3% this week through Thursday and the Series C shares have advanced 3.4%. In comparison, the S&amp;P 500 index SPX has edged up 0.4% this week.</p><p>Liberty SiriusXM is basically a tracking stock of <a href=\"https://laohu8.com/S/SIRI\">Sirius XM Holdings Inc.</a> (SIRI), the subscription-based satellite-radio service.</p><p>Liberty SiriusXM&#39;s &#34;business&#34; is that it owns a little more than 80% of Sirius XM, and about $1.7 billion of Sirius XM&#39;s estimated net liabilities, which includes convertible debt. Therefore, it is seen as trading at a discount to Sirius XM shares.</p><p>In Berkshire&#39;s latest 13-F filing of its equity holdings, the company said it owned 40.2 million shares of Sirius XM as of Dec. 31. At the time, it was valued at $221.1 million.</p><p>Year to date, Sirius XM&#39;s stock has tumbled 29.1%, while Berkshire&#39;s Class B stock has rallied 17.9% and the S&amp;P 500 has gained 10.2%.</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>Warren Buffett Spent More Than $350 Million to Buy These Stocks in the Past Week</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\">\nWarren Buffett Spent More Than $350 Million to Buy These Stocks in the Past Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-03-31 14:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Buffett&#39;s Berkshire Hathaway now owns roughly 30% of Liberty SiriusXM shares outstanding</p><p>Warren Buffett has been busy during a relatively quiet week, as he has been bulking up his stake on Liberty SiriusXM tracking stocks.</p><p>In Form 4 filings with the US. Securities and Exchange Commission over the past week, Buffett&#39;s investment vehicle, Berkshire Hathaway Inc. <a href=\"https://laohu8.com/S/BRK.B\">$(BRK.B)$</a> <a href=\"https://laohu8.com/S/BRK.A\">$(BRK.A)$</a>, disclosed that it paid about $257.95 million to buy 8.9 million Liberty SiriusXM Series C stock <a href=\"https://laohu8.com/S/LSXMK\">$(LSXMK)$</a> at a weighted-average price of $29.06.</p><p>Berkshire also disclosed paying $110.32 million to buy 3.8 million shares of Liberty Sirius XM Series A stock <a href=\"https://laohu8.com/S/LSXMA\">$(LSXMA)$</a> at an average price of $29.</p><p>The Series A shares have voting rights, but the Series C shares don&#39;t.</p><p>In total, Berkshire bought 12.68 million shares for $368.3 million.</p><p>Buffett now owns about 30% of Liberty SiriusXM&#39;s outstanding shares.</p><p>The Series A shares have gained 3.3% this week through Thursday and the Series C shares have advanced 3.4%. In comparison, the S&amp;P 500 index SPX has edged up 0.4% this week.</p><p>Liberty SiriusXM is basically a tracking stock of <a href=\"https://laohu8.com/S/SIRI\">Sirius XM Holdings Inc.</a> (SIRI), the subscription-based satellite-radio service.</p><p>Liberty SiriusXM&#39;s &#34;business&#34; is that it owns a little more than 80% of Sirius XM, and about $1.7 billion of Sirius XM&#39;s estimated net liabilities, which includes convertible debt. Therefore, it is seen as trading at a discount to Sirius XM shares.</p><p>In Berkshire&#39;s latest 13-F filing of its equity holdings, the company said it owned 40.2 million shares of Sirius XM as of Dec. 31. At the time, it was valued at $221.1 million.</p><p>Year to date, Sirius XM&#39;s stock has tumbled 29.1%, while Berkshire&#39;s Class B stock has rallied 17.9% and the S&amp;P 500 has gained 10.2%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0251142724.SGD":"Fidelity America A-SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4581":"高盛持仓","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0971096721.USD":"富达环球金融服务 A","BK4176":"多领域控股","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BRK.B":"伯克希尔B","BK4023":"应用软件","LU0149725797.USD":"汇丰美国股市经济规模基金","BRK.A":"伯克希尔","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1093756168.USD":"FRANKLIN K2 ALTERNATIVE STRATEGIES \"A\" (USD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4100":"有线和卫星","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1093756325.SGD":"FTIF - Franklin K2 Alt Strat Fd A (acc) SGD-H1","LSXMA":"Liberty Media Corporation Series A","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4559":"巴菲特持仓","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LSXMK":"Liberty Media Corporation Series C","BK4550":"红杉资本持仓","BK4588":"碎股","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2423466683","content_text":"Buffett's Berkshire Hathaway now owns roughly 30% of Liberty SiriusXM shares outstandingWarren Buffett has been busy during a relatively quiet week, as he has been bulking up his stake on Liberty SiriusXM tracking stocks.In Form 4 filings with the US. Securities and Exchange Commission over the past week, Buffett's investment vehicle, Berkshire Hathaway Inc. $(BRK.B)$ $(BRK.A)$, disclosed that it paid about $257.95 million to buy 8.9 million Liberty SiriusXM Series C stock $(LSXMK)$ at a weighted-average price of $29.06.Berkshire also disclosed paying $110.32 million to buy 3.8 million shares of Liberty Sirius XM Series A stock $(LSXMA)$ at an average price of $29.The Series A shares have voting rights, but the Series C shares don't.In total, Berkshire bought 12.68 million shares for $368.3 million.Buffett now owns about 30% of Liberty SiriusXM's outstanding shares.The Series A shares have gained 3.3% this week through Thursday and the Series C shares have advanced 3.4%. In comparison, the S&P 500 index SPX has edged up 0.4% this week.Liberty SiriusXM is basically a tracking stock of Sirius XM Holdings Inc. (SIRI), the subscription-based satellite-radio service.Liberty SiriusXM's \"business\" is that it owns a little more than 80% of Sirius XM, and about $1.7 billion of Sirius XM's estimated net liabilities, which includes convertible debt. Therefore, it is seen as trading at a discount to Sirius XM shares.In Berkshire's latest 13-F filing of its equity holdings, the company said it owned 40.2 million shares of Sirius XM as of Dec. 31. At the time, it was valued at $221.1 million.Year to date, Sirius XM's stock has tumbled 29.1%, while Berkshire's Class B stock has rallied 17.9% and the S&P 500 has gained 10.2%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956454572,"gmtCreate":1674168931196,"gmtModify":1676538927261,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Please like&nbsp;","listText":"Please like&nbsp;","text":"Please like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":22,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9956454572","repostId":"2304675179","repostType":4,"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373861232144448,"gmtCreate":1732315210940,"gmtModify":1732315212871,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373861232144448","repostId":"2485549892","repostType":2,"repost":{"id":"2485549892","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1732290300,"share":"https://ttm.financial/m/news/2485549892?lang=&edition=fundamental","pubTime":"2024-11-22 23:45","market":"us","language":"en","title":"Tesla Stock Rises. It’s Been a Good Week for the EV Maker","url":"https://stock-news.laohu8.com/highlight/detail?id=2485549892","media":"Dow Jones","summary":"It’s been a quiet end to the week—so far—for Tesla stock.Shares of the electric-vehicle maker were up 1.1% at $343.50 in early trading Friday while the S&P 500 and Dow Jones Industrial Average were up","content":"<html><head></head><body><p style=\"text-align: start;\">It’s been a impressive end to the week—so far—for Tesla stock.</p><p style=\"text-align: start;\">Shares of the electric-vehicle maker were up 4.3% at $354.23 in early trading Friday while the S&amp;P 500 and Dow Jones Industrial Average were up 0.3% and 0.7%, respectively.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7b6964f8c4bdfc0391a579808dcaf3ef\" tg-width=\"537\" tg-height=\"129\"/></p><p>It’s a small move for Tesla. Shares have moved an average of about 5%, up or down, since the Nov. 5 presidential election. Coming into Friday trading, Tesla stock was up almost $90 a share adding some $280 billion to its market value.</p><p>Investors believe Tesla will benefit from CEO Elon Musk backing President-elect Donald Trump’s campaign. While Trump is likely to eliminate EV purchase tax credits, making EVs, including Teslas, less affordable, he is also likely to set a federal standard for regulating self-driving cars, making it easier to put the technology on the roads.</p><p>For the market, weak economic data from Europe hit U.S. stock futures initially. Coming into Friday trading, the S&amp;P 500 was up about 1.3% for the week.</p><p>Tesla stock was up about 6% for the week. Shares jumped almost 8% on Monday and Tuesday following reports about Trump’s plan for autonomous vehicle regulation. Tesla stock followed that up with two small losses on Wednesday and Thursday.</p><p>Recent gains left Tesla stock trading north of 100 times estimated 2025 earnings. That’s the highest valuation ratio since early 2022, according to FactSet.</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>Tesla Stock Rises. It’s Been a Good Week for the EV Maker</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\">\nTesla Stock Rises. It’s Been a Good Week for the EV Maker\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-22 23:45</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">It’s been a impressive end to the week—so far—for Tesla stock.</p><p style=\"text-align: start;\">Shares of the electric-vehicle maker were up 4.3% at $354.23 in early trading Friday while the S&amp;P 500 and Dow Jones Industrial Average were up 0.3% and 0.7%, respectively.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7b6964f8c4bdfc0391a579808dcaf3ef\" tg-width=\"537\" tg-height=\"129\"/></p><p>It’s a small move for Tesla. Shares have moved an average of about 5%, up or down, since the Nov. 5 presidential election. Coming into Friday trading, Tesla stock was up almost $90 a share adding some $280 billion to its market value.</p><p>Investors believe Tesla will benefit from CEO Elon Musk backing President-elect Donald Trump’s campaign. While Trump is likely to eliminate EV purchase tax credits, making EVs, including Teslas, less affordable, he is also likely to set a federal standard for regulating self-driving cars, making it easier to put the technology on the roads.</p><p>For the market, weak economic data from Europe hit U.S. stock futures initially. Coming into Friday trading, the S&amp;P 500 was up about 1.3% for the week.</p><p>Tesla stock was up about 6% for the week. Shares jumped almost 8% on Monday and Tuesday following reports about Trump’s plan for autonomous vehicle regulation. Tesla stock followed that up with two small losses on Wednesday and Thursday.</p><p>Recent gains left Tesla stock trading north of 100 times estimated 2025 earnings. That’s the highest valuation ratio since early 2022, according to FactSet.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4592":"伊斯兰概念","BK4511":"特斯拉概念","BK4574":"无人驾驶","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4527":"明星科技股","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4550":"红杉资本持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2485549892","content_text":"It’s been a impressive end to the week—so far—for Tesla stock.Shares of the electric-vehicle maker were up 4.3% at $354.23 in early trading Friday while the S&P 500 and Dow Jones Industrial Average were up 0.3% and 0.7%, respectively.It’s a small move for Tesla. Shares have moved an average of about 5%, up or down, since the Nov. 5 presidential election. Coming into Friday trading, Tesla stock was up almost $90 a share adding some $280 billion to its market value.Investors believe Tesla will benefit from CEO Elon Musk backing President-elect Donald Trump’s campaign. While Trump is likely to eliminate EV purchase tax credits, making EVs, including Teslas, less affordable, he is also likely to set a federal standard for regulating self-driving cars, making it easier to put the technology on the roads.For the market, weak economic data from Europe hit U.S. stock futures initially. Coming into Friday trading, the S&P 500 was up about 1.3% for the week.Tesla stock was up about 6% for the week. Shares jumped almost 8% on Monday and Tuesday following reports about Trump’s plan for autonomous vehicle regulation. Tesla stock followed that up with two small losses on Wednesday and Thursday.Recent gains left Tesla stock trading north of 100 times estimated 2025 earnings. That’s the highest valuation ratio since early 2022, according to FactSet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":214985149853712,"gmtCreate":1693523627542,"gmtModify":1693523631728,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"nywles","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555362771681553","authorIdStr":"3555362771681553"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/214985149853712","repostId":"2364624624","repostType":2,"repost":{"id":"2364624624","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1693521748,"share":"https://ttm.financial/m/news/2364624624?lang=&edition=fundamental","pubTime":"2023-09-01 06:42","market":"us","language":"en","title":"Dell Raises Full-Year Forecasts on AI Strength, Demand Recovery","url":"https://stock-news.laohu8.com/highlight/detail?id=2364624624","media":"Reuters","summary":"Aug 31 (Reuters) - Dell Technologies raised its full-year forecast for revenue and profit on Thursday, as it benefited from the artificial intelligence (AI) boom and stabilizing demand for computer ha","content":"<html><head></head><body><p style=\"text-align: start;\">Aug 31 (Reuters) - Dell Technologies raised its full-year forecast for revenue and profit on Thursday, as it benefited from the artificial intelligence (AI) boom and stabilizing demand for computer hardware and server products after a months-long slump.</p><p style=\"text-align: start;\">Shares of the Round Rock, Texas-based company rose 7.6% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a4f9e5fd8c83ab22a4bb5f42afcb4b77\" tg-width=\"853\" tg-height=\"620\"/></p><p style=\"text-align: start;\">The results are the latest sign that a downturn in tech spending could be drawing to a close after major networking equipment provider Cisco also beat quarterly revenue estimates.</p><p>The company is expected to see a demand boost for its PowerEdge servers and generative AI designs with Nvidia from rising investments in artificial intelligence by Big Tech companies.</p><p style=\"text-align: start;\">&#34;AI is already showing it&#39;s a long-term tailwind, with continued demand growth across our portfolio,&#34; Chief Operating Officer Jeff Clarke said.</p><p style=\"text-align: start;\">The company forecast third-quarter revenue between $22.5 billion and $23.5 billion beating analysts&#39; estimates of $21.67 billion, according to Refinitiv data. Dell expects earnings per share of $1.45, plus or minus 10 cents compared with estimates of $1.38.</p><p>For the full year, Dell now expects revenue between $89.5 billion and $91.5 billion, and earnings per share of $6.30, plus or minus 20 cents.</p><p style=\"text-align: start;\">Dell reported second quarter revenue and EPS above analyst estimates.</p><p style=\"text-align: start;\">Servers and networking revenue for the second quarter came in at $4.27 billion, up 11% from the first quarter, driven by higher demand for AI-optimized servers, Dell said.</p><p style=\"text-align: start;\">Revenue at the company&#39;s client solutions group (CSG) - home to its consumer and enterprise PC business - rose 8% from the first quarter to $12.94 billion.</p><p>Gartner analyst Mikako Kitagawa said Dell keeping 7.5% of operating profits vs revenue (CSG) is impressive in this challenging market environment illustrating the company&#39;s &#34;profitability first approach.&#34;</p><p style=\"text-align: start;\">The results are in sharp contrast with rival HP Inc which cut its annual forecast due to a slump in PC demand and weakness in China.</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>Dell Raises Full-Year Forecasts on AI Strength, Demand Recovery</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\">\nDell Raises Full-Year Forecasts on AI Strength, Demand Recovery\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-09-01 06:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Aug 31 (Reuters) - Dell Technologies raised its full-year forecast for revenue and profit on Thursday, as it benefited from the artificial intelligence (AI) boom and stabilizing demand for computer hardware and server products after a months-long slump.</p><p style=\"text-align: start;\">Shares of the Round Rock, Texas-based company rose 7.6% in extended trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a4f9e5fd8c83ab22a4bb5f42afcb4b77\" tg-width=\"853\" tg-height=\"620\"/></p><p style=\"text-align: start;\">The results are the latest sign that a downturn in tech spending could be drawing to a close after major networking equipment provider Cisco also beat quarterly revenue estimates.</p><p>The company is expected to see a demand boost for its PowerEdge servers and generative AI designs with Nvidia from rising investments in artificial intelligence by Big Tech companies.</p><p style=\"text-align: start;\">&#34;AI is already showing it&#39;s a long-term tailwind, with continued demand growth across our portfolio,&#34; Chief Operating Officer Jeff Clarke said.</p><p style=\"text-align: start;\">The company forecast third-quarter revenue between $22.5 billion and $23.5 billion beating analysts&#39; estimates of $21.67 billion, according to Refinitiv data. Dell expects earnings per share of $1.45, plus or minus 10 cents compared with estimates of $1.38.</p><p>For the full year, Dell now expects revenue between $89.5 billion and $91.5 billion, and earnings per share of $6.30, plus or minus 20 cents.</p><p style=\"text-align: start;\">Dell reported second quarter revenue and EPS above analyst estimates.</p><p style=\"text-align: start;\">Servers and networking revenue for the second quarter came in at $4.27 billion, up 11% from the first quarter, driven by higher demand for AI-optimized servers, Dell said.</p><p style=\"text-align: start;\">Revenue at the company&#39;s client solutions group (CSG) - home to its consumer and enterprise PC business - rose 8% from the first quarter to $12.94 billion.</p><p>Gartner analyst Mikako Kitagawa said Dell keeping 7.5% of operating profits vs revenue (CSG) is impressive in this challenging market environment illustrating the company&#39;s &#34;profitability first approach.&#34;</p><p style=\"text-align: start;\">The results are in sharp contrast with rival HP Inc which cut its annual forecast due to a slump in PC demand and weakness in China.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","BK4581":"高盛持仓","BK4560":"网络安全概念","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","LU0731783394.SGD":"Fidelity Global Dividend A-MINCOME(G)-SGD","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","BK4515":"5G概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","DELL":"戴尔","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4525":"远程办公概念","SG9999002232.USD":"Allianz Global High Payout USD","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4527":"明星科技股","BK4020":"通信设备","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4588":"碎股","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC"},"source_url":"https://www.channelnewsasia.com/business/dell-raises-full-year-forecasts-ai-strength-demand-recovery-3739081","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2364624624","content_text":"Aug 31 (Reuters) - Dell Technologies raised its full-year forecast for revenue and profit on Thursday, as it benefited from the artificial intelligence (AI) boom and stabilizing demand for computer hardware and server products after a months-long slump.Shares of the Round Rock, Texas-based company rose 7.6% in extended trading.The results are the latest sign that a downturn in tech spending could be drawing to a close after major networking equipment provider Cisco also beat quarterly revenue estimates.The company is expected to see a demand boost for its PowerEdge servers and generative AI designs with Nvidia from rising investments in artificial intelligence by Big Tech companies.\"AI is already showing it's a long-term tailwind, with continued demand growth across our portfolio,\" Chief Operating Officer Jeff Clarke said.The company forecast third-quarter revenue between $22.5 billion and $23.5 billion beating analysts' estimates of $21.67 billion, according to Refinitiv data. Dell expects earnings per share of $1.45, plus or minus 10 cents compared with estimates of $1.38.For the full year, Dell now expects revenue between $89.5 billion and $91.5 billion, and earnings per share of $6.30, plus or minus 20 cents.Dell reported second quarter revenue and EPS above analyst estimates.Servers and networking revenue for the second quarter came in at $4.27 billion, up 11% from the first quarter, driven by higher demand for AI-optimized servers, Dell said.Revenue at the company's client solutions group (CSG) - home to its consumer and enterprise PC business - rose 8% from the first quarter to $12.94 billion.Gartner analyst Mikako Kitagawa said Dell keeping 7.5% of operating profits vs revenue (CSG) is impressive in this challenging market environment illustrating the company's \"profitability first approach.\"The results are in sharp contrast with rival HP Inc which cut its annual forecast due to a slump in PC demand and weakness in China.","news_type":1},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}