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03-16

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Micron Stock Gains 1.8% as Citi Ups Price Target to a New Street High into Earnings

03-16

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China's JD.com Walks Away from Bidding for Currys

03-16

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Top Calls on Wall Street: Nvidia, Tesla, Rivian, Micron and More

03-16

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Tesla’s Tumble: Why TSLA Stock Could Fall to $100, and When to Buy

03-16

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The Nvidia-Led AI Boom Will Eventually Spread to These 3 Areas of the Stock Market, Goldman Says

2023-12-12

$TIGR 20240119 5.0 CALL$

2023-11-02

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2023-03-07

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What Stock-Market Investors Want to Hear When Fed's Powell Testifies Before Congress This Week

2023-03-06

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Brace For Volatility: Powell Testimony And Jobs Report Coming This Week

2023-02-26

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Interest-Rate Concerns Push Investors Into Dividend-Paying Stocks

2023-01-27

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@StickyRice:Exxon confirms fifth oil production project in Guyana, considering more blocks Exxon Mobil$Exxon Mobil(XOM)$ confirms it is preparing to approve its fifth oil production project in Guyana and may take additional exploration acreage, Alistair Routledge, head of the company's Guyana operations, told Reuters in an interview. The proposed fifth development, at the Uaru oilfield, would pump ~250K bbl/day of oil at its peak and be the Exxon-led consortium's largest and most expensive project, outstripping the $10B cost of the fourth project. The development will cost ~$12.7B, according to an estimate prepared for Guyana's Environmental Protection Agency, 27% more than Exxon's (XOM) fourth development, with first oil projected to flow by 2027 and con

2023-01-23

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@Dogecake:$Microsoft(MSFT)$ 🥸😍🥸🥸😍😍😚🤪🤪😍🤪🤪😍🤪🥸😍😍🤪😍🥸😍🥸🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪🥸🥸🥸🤪🤪🤪🥸🥸🤩🤩🤩🤩🤩🤨🥸🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪😍🤪😍🤪😍🤪🤪😍🤪🤨😍🤪🥰🤪🤪😍🤪🤪🤪😍🤪😍🥸😚😎😙😎😙😜😌😜😌😜😌😎😍😜😍😜😍

2023-01-23

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Microsoft Kicks Off Tech Earnings Set to Slump Most Since 2016

2023-01-20

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2023-01-16

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Tesla Q4 Earnings Preview: Focus on the Intense Competition in Chinese Market and Economic Recession

2023-01-14

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@HueFin News: Tesla Stock Fan Sees $1.5 Million Wiped Away!!! TSLA Stock Prediction Now!!!

2023-01-03

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2022 Recap: Futures Market Performance

2023-01-02

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2022 Recap: Top 10 ETFs' Performance

2023-01-01

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Reminder: U.S. Market Closed for New Year's Day on Monday, Jan. 2, 2023

2022-12-30

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Tesla: A Generational Buying Opportunity

Go to Tiger App to see more news

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21:39","market":"us","language":"en","title":"Micron Stock Gains 1.8% as Citi Ups Price Target to a New Street High into Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2419846921","media":"Investing","summary":"Citi Research analysts hiked their price target for Micron Technology (NASDAQ: MU) to a new Street high ahead of the ...(Premium-only article. Please sign in or upgrade to SI Premium to view.)","content":"<html><head></head><body><p>Citi Research analysts hiked their price target for Micron Technology (NASDAQ:MU) to a new Street high ahead of the company’s fiscal Q2 2024 report scheduled for March 20.</p><p style=\"text-align: left;\">The global investment bank lifted the price objective from $95 to $150 and earnings per share (EPS) estimates for the fiscal 2025 year from $6.38 to $6.65.</p><p style=\"text-align: left;\">“We expect the company to post upside to Consensus and increased guidance for F3Q24 given strong DRAM pricing and shipments of higher-priced, higher-margin, High Bandwidth Memory (HBM) which is shipping with Nvidia AI systems,” analysts said.</p><p>Micron shares gained 1.8% on the news.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4bb8f92095ad8af8c09f196107fd8908\" title=\"\" tg-width=\"846\" tg-height=\"847\"/></p><p style=\"text-align: start;\">The new target represents a 50% to the chipmaker’s historic range, but Citi thinks the stock deserves a premium “given increasing AI exposure and other AI-exposed stocks such as AVGO and AMD have seen a 100% increase in their multiples,” added analysts.</p><p style=\"text-align: left;\">“Micron remains our top pick and Buy-rated.”</p><p style=\"text-align: left;\">The team expects Micron to report an FQ2 2024 loss per share of $0.28, compared to the consensus projection of $0.42 loss per share, attributed to higher margins.</p><p style=\"text-align: left;\">Their revenue forecast of $5.30 billion, marking a 12% quarter-over-quarter increase, aligns with the consensus estimate of $5.30 billion, also reflecting a 12% rise from the previous quarter.</p></body></html>","source":"lsy1594375853987","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>Micron Stock Gains 1.8% as Citi Ups Price Target to a New Street High into Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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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\">\nMicron Stock Gains 1.8% as Citi Ups Price Target to a New Street High into Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-15 21:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investing.com/news/stock-market-news/micron-stock-gains-as-citi-ups-price-target-to-a-new-street-high-into-earnings-432SI-3339582><strong>Investing</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Citi Research analysts hiked their price target for Micron Technology (NASDAQ:MU) to a new Street high ahead of the company’s fiscal Q2 2024 report scheduled for March 20.The global investment bank ...</p>\n\n<a href=\"https://www.investing.com/news/stock-market-news/micron-stock-gains-as-citi-ups-price-target-to-a-new-street-high-into-earnings-432SI-3339582\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4512":"苹果概念","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4553":"喜马拉雅资本持仓","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)","MU":"美光科技","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4575":"芯片概念","BK4566":"资本集团","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4527":"明星科技股","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4588":"碎股","BK4579":"人工智能","BK4141":"半导体产品","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD"},"source_url":"https://www.investing.com/news/stock-market-news/micron-stock-gains-as-citi-ups-price-target-to-a-new-street-high-into-earnings-432SI-3339582","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2419846921","content_text":"Citi Research analysts hiked their price target for Micron Technology (NASDAQ:MU) to a new Street high ahead of the company’s fiscal Q2 2024 report scheduled for March 20.The global investment bank lifted the price objective from $95 to $150 and earnings per share (EPS) estimates for the fiscal 2025 year from $6.38 to $6.65.“We expect the company to post upside to Consensus and increased guidance for F3Q24 given strong DRAM pricing and shipments of higher-priced, higher-margin, High Bandwidth Memory (HBM) which is shipping with Nvidia AI systems,” analysts said.Micron shares gained 1.8% on the news.The new target represents a 50% to the chipmaker’s historic range, but Citi thinks the stock deserves a premium “given increasing AI exposure and other AI-exposed stocks such as AVGO and AMD have seen a 100% increase in their multiples,” added analysts.“Micron remains our top pick and Buy-rated.”The team expects Micron to report an FQ2 2024 loss per share of $0.28, compared to the consensus projection of $0.42 loss per share, attributed to higher margins.Their revenue forecast of $5.30 billion, marking a 12% quarter-over-quarter increase, aligns with the consensus estimate of $5.30 billion, also reflecting a 12% rise from the previous quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284787362070656,"gmtCreate":1710534250279,"gmtModify":1710534252052,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284787362070656","repostId":"2419951977","repostType":2,"repost":{"id":"2419951977","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":1710512027,"share":"https://www.laohu8.com/m/news/2419951977?lang=&edition=full","pubTime":"2024-03-15 22:13","market":"us","language":"en","title":"China's JD.com Walks Away from Bidding for Currys","url":"https://stock-news.laohu8.com/highlight/detail?id=2419951977","media":"Reuters","summary":"Chinese online retailer JD.com said on Friday that it would not make an offer for British electricals group Currys days after U.S. investor Elliott Advisors walked away from tabling a bid.JD.com shares rose 1.9% in premarket trading.Currys shares, which slumped to a session low after the update, were down 6% at 55.4 pence by 1409 GMT.\"JD.com today confirms that, following careful consideration, it does not intend to make an offer for Currys,\" the company said.Elliott walked away on Monday, sayin","content":"<html><head></head><body><p>Chinese online retailer JD.com said on Friday that it would not make an offer for British electricals group Currys days after U.S. investor Elliott Advisors walked away from tabling a bid.</p><p>JD.com shares rose 1.9% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4cecc575c1af77c866c48c847cf0d653\" title=\"\" tg-width=\"848\" tg-height=\"840\"/></p><p>Currys shares, which slumped to a session low after the update, were down 6% at 55.4 pence by 1409 GMT.</p><p>&#34;JD.com today confirms that, following careful consideration, it does not intend to make an offer for Currys,&#34; the company said.</p><p>Elliott walked away on Monday, saying Currys&#39; board would not engage with it.</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>China's JD.com Walks Away from Bidding for Currys</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\">\nChina's JD.com Walks Away from Bidding for Currys\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\">2024-03-15 22:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Chinese online retailer JD.com said on Friday that it would not make an offer for British electricals group Currys days after U.S. investor Elliott Advisors walked away from tabling a bid.</p><p>JD.com shares rose 1.9% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4cecc575c1af77c866c48c847cf0d653\" title=\"\" tg-width=\"848\" tg-height=\"840\"/></p><p>Currys shares, which slumped to a session low after the update, were down 6% at 55.4 pence by 1409 GMT.</p><p>&#34;JD.com today confirms that, following careful consideration, it does not intend to make an offer for Currys,&#34; the company said.</p><p>Elliott walked away on Monday, saying Currys&#39; board would not engage with it.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89618":"京东集团-SWR","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","BK1588":"回港中概股","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0594300419.USD":"富达中国消费基金A","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU1044876610.USD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"ZU\" (USD) ACC","BK1249":"综合零售","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","LU1642822792.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY 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SGD"},"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":"2419951977","content_text":"Chinese online retailer JD.com said on Friday that it would not make an offer for British electricals group Currys days after U.S. investor Elliott Advisors walked away from tabling a bid.JD.com shares rose 1.9% in morning trading.Currys shares, which slumped to a session low after the update, were down 6% at 55.4 pence by 1409 GMT.\"JD.com today confirms that, following careful consideration, it does not intend to make an offer for Currys,\" the company said.Elliott walked away on Monday, saying Currys' board would not engage with it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":18,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284775311974704,"gmtCreate":1710531410584,"gmtModify":1710531412547,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284775311974704","repostId":"1189493524","repostType":2,"repost":{"id":"1189493524","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":1710512319,"share":"https://www.laohu8.com/m/news/1189493524?lang=&edition=full","pubTime":"2024-03-15 22:18","market":"us","language":"en","title":"Top Calls on Wall Street: Nvidia, Tesla, Rivian, Micron and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1189493524","media":"Tiger Newspress","summary":"Here are Friday’s biggest calls on Wall Street:Piper Sandler upgrades Rivian to overweight from neutralPiper said investors should buy the dip in shares of the EV company.“After watching last week’s l","content":"<html><head></head><body><p>Here are Friday’s biggest calls on Wall Street:</p><h2 id=\"id_1655419298\" style=\"text-align: start;\">Piper Sandler upgrades Rivian to overweight from neutral</h2><p>Piper said investors should buy the dip in shares of the EV company.</p><p>“After watching last week’s live stream, re-assessing our capex outlook, and considering the post-Q4 selloff, we feel compelled to upgrade RIVN from Neutral to Overweight.”</p><h2 id=\"id_3383059317\" style=\"text-align: start;\">Bank of America reiterates Adobe as buy</h2><p>Bank of America said it was disappointed in the company’s earnings results on Thursday but that it’s standing by the stock.</p><p>“Adobe reported disappointing Q1 results and introduced uncertainty by not updating FY24E guidance for digital media net new ARR [annual recurring revenue] or EPS, which is a break from the past.”</p><h2 id=\"id_4032696472\" style=\"text-align: start;\">Citi upgrades Thor Industries to buy from neutral</h2><p>Citi said it see a “favorable event path” for the RV company.</p><p>“THO is the poster child for the early-cycle RV story, and yet anxious investors have been too quick to buy into the story on 2-3 occasions previously.”</p><h2 id=\"id_2284421244\" style=\"text-align: start;\">Morgan Stanley downgrades Republic Services to equal weight from overweight</h2><p>Morgan Stanley downgraded the stock adding it sees a more balanced risk/reward.</p><p>“RSG has outperformed the S&amp;P 500 and Waste peers by 12% Y/Y.”</p><h2 id=\"id_2300351458\" style=\"text-align: start;\">Citi initiates Pure Storage as buy</h2><p>Citi said in its initiation of Pure Storage that the data storage company is an AI beneficiary.</p><p>“A Leading Beneficiary of AI-Induced Transition to Flash-Based Storage; Initiate with a Buy.”</p><h2 id=\"id_2997028198\" style=\"text-align: start;\">UBS upgrades Paccar and Cummins to buy from neutral</h2><p>UBS said in its upgrade of Paccar that the truck company is undervalued. The firm also upgraded Cummins and says the engine and power generation products company is not getting enough credit for growth.</p><p>“We upgrade PCAR and CMI to Buy, from Neutral. While investor sentiment on the truck cycle is implicitly positive, we don’t think the stocks are adequately pricing in the next peak. For 2026, we are ~10-15% ahead of consensus EPS on both CMI and PCAR.”</p><h2 id=\"id_2885000991\" style=\"text-align: start;\">Morgan Stanley reiterates Microsoft as buy</h2><p>Morgan Stanley said the computer is the “cybersecurity leader.”</p><p>“Microsoft remains the cybersecurity leader with a large installed base and broadening platform addressing multiple product categories.”</p><h2 id=\"id_1112987317\" style=\"text-align: start;\">Baird reiterates Nvidia as outperform</h2><p>Baird said it sees a slew of positive catalysts heading into the company’s GTC event next week.</p><p>“Nvidia continues to demand more capacity for this year based on continued strong demand.”</p><h2 id=\"id_3388794431\" style=\"text-align: start;\">JPMorgan reiterates Coinbase as neutral</h2><p>JPMorgan raised its price target on the stock to $150 per share from $95 but said it’s sticking with its neutral rating.</p><p>“Here, Ethereum use cases transcend the crypto ecosystem and we think create a robust earnings driver near term for Coinbase.”</p><h2 id=\"id_3952834239\" style=\"text-align: start;\">Baird reiterates Tesla as outperform</h2><p>Baird said Tesla as a prime beneficiary of AI in renewable energy.</p><p>“The growing penetration of renewables in energy and electrification of the grid have created several use cases for AI in the transition away from fossil fuels.”</p><h2 id=\"id_3602191848\" style=\"text-align: start;\">Telsey upgrades Dollar General to outperform from market perform</h2><p>Telsey said in its upgrade of Dollar General that management is stabilizing.</p><p>“In our view, the return of CEO Todd Vasos has brought stability to the business, instilled financial discipline, and renewed a sense of urgency to improve and grow.”</p><h2 id=\"id_342403666\" style=\"text-align: start;\">Guggenheim upgrades Snowflake to neutral from sell</h2><p>Guggenheim said in its upgrade of the stock that it sees partner sentiment improving.</p><p>“In our February checks, six partners met and one exceeded their benchmarks for Snowflake-related services during F4Q24, an improvement vs. F3Q.”</p><h2 id=\"id_3370171411\" style=\"text-align: start;\">Piper Sandler upgrades DoorDash to neutral from underweight</h2><p>Piper said in its upgrade of DoorDash that fundamentals are improving.</p><p>“We are upgrading DASH to N from prior UW. UBER remains the category leader gaining scale internationally and having success with new products.”</p><h2 id=\"id_2506282643\" style=\"text-align: start;\">Citi reiterates Apple as buy</h2><p>Citi said it’s standing by its buy rating on shares of Apple.</p><p>“We maintain Buy rated on AAPL and await WWDC [Worldwide Developers Conference] in June as the AI catalyst to drive upside to 2025 AI smartphone demand.”</p><h2 id=\"id_1278642723\" style=\"text-align: start;\">Morgan Stanley upgrades nCino to equal weight under weight</h2><p>Morgan Stanley said it sees improving revenue growth for the software company.</p><p>“With the market now expecting FY25 estimates to be in-line with our below-consensus estimates and valuation more reasonable in context of continued margin / FCF expansion and recent underperformance vs. vertical software, we upgrade NCNO to EW with a $27 PT.”</p><h2 id=\"id_995591107\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>Bank of America said it’s bullish heading into Amazon’s Spring Sales event next week.</p><p>“We would expect some debate on event timing, which is at end of the quarter, but the event could drive some upside to 1Q revenues, with modest margin pressure due to discounting.”</p><h2 id=\"id_2239752675\" style=\"text-align: start;\">Citi reiterates Micron as buy</h2><p>Citi raised its price target on the stock to $150 per share from $95 and says it’s bullish heading into earnings next week.</p><p>“Micron remains our top pick and Buy-rated.”</p><h2 id=\"id_1031333126\" style=\"text-align: start;\">Piper Sandler names Stellantis a top pick</h2><p>Piper said the auto manufacturer is setting the “standard.”</p><p>“Like many carmakers, this builder of Ram pickups and Jeep SUVs may face margin pressure due to rising EV mix but with 6M+ units sold annually and best-in-class margins, STLA has margin to spare.”</p><h2 id=\"id_2238954618\" style=\"text-align: start;\">JPMorgan adds a positive catalyst watch on PDD</h2><p>JPMorgan said it’s bullish on shares of the China online retailer heading into earnings next week.</p><p>“We are placing PDD on Positive Catalyst Watch and expect the stock price to respond positively to 4Q23/1Q24 results.”</p><h2 id=\"id_2189891700\" style=\"text-align: start;\">RBC initiates Five9 as outperform</h2><p>RBC said shares of the software company are undervalued.</p><p>“We believe Five9, and the CCaaS [contact center as a service] space as a whole, will be a real beneficiary of GenAI, while we believe the market is currently treating Five9 as a GenAI loser.”</p><h2 id=\"id_383500322\" style=\"text-align: start;\">Bank of America initiates TKO Group as buy</h2><p>Bank of America said the combined UFC and WWE company has a “striking financial profile with growth potential.”</p><p>“We initiate TKO Group Holdings, Inc. (TKO) with a Buy rating and a $100 Price Objective (PO), implying ~25% upside.”</p><h2 id=\"id_1382748044\" style=\"text-align: start;\">Bank of America upgrades Valero Energy and HF Sinclair to buy from neutral</h2><p>Bank of America upgraded several refiners on Friday and said they are due for a rerating.</p><p>“Arguments for a rerating: upgrade VLO, PBF, DINO to Buy. From a valuation standpoint, wider margin volatility for a single year has limited impact on value, but if we consider a sustainable increase in mid-cycle earnings, we believe the conditions for another step up in absolute valuations for US refiners is in place.”</p><h2 id=\"id_358977187\" style=\"text-align: start;\">Truist initiates Golden Entertainment as buy</h2><p>Truist said the casino company is a “Nevada pure-play with a unique footprint.”</p><p>“We initiate coverage of Golden Entertainment, Inc. (GDEN) with a Buy rating and$45 PT based on 7.5x our 2025E EBITDA.”</p><h2 id=\"id_448480955\" style=\"text-align: start;\">JPMorgan reiterates Eli Lilly as overweight</h2><p>JPMorgan raised its price target on the stock to $850 per share from $775 after a series of meetings with company management.</p><p>“We recently had the opportunity to meet with LLYs mgmt team, including Chairman and CEO, Dave Ricks, as well as Patrik Jonsson, President of Diabetes and Obesity, and want to share our key takeaways.”</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, Tesla, Rivian, Micron 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; 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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\">\nTop Calls on Wall Street: Nvidia, Tesla, Rivian, Micron 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\">2024-03-15 22:18</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_1655419298\" style=\"text-align: start;\">Piper Sandler upgrades Rivian to overweight from neutral</h2><p>Piper said investors should buy the dip in shares of the EV company.</p><p>“After watching last week’s live stream, re-assessing our capex outlook, and considering the post-Q4 selloff, we feel compelled to upgrade RIVN from Neutral to Overweight.”</p><h2 id=\"id_3383059317\" style=\"text-align: start;\">Bank of America reiterates Adobe as buy</h2><p>Bank of America said it was disappointed in the company’s earnings results on Thursday but that it’s standing by the stock.</p><p>“Adobe reported disappointing Q1 results and introduced uncertainty by not updating FY24E guidance for digital media net new ARR [annual recurring revenue] or EPS, which is a break from the past.”</p><h2 id=\"id_4032696472\" style=\"text-align: start;\">Citi upgrades Thor Industries to buy from neutral</h2><p>Citi said it see a “favorable event path” for the RV company.</p><p>“THO is the poster child for the early-cycle RV story, and yet anxious investors have been too quick to buy into the story on 2-3 occasions previously.”</p><h2 id=\"id_2284421244\" style=\"text-align: start;\">Morgan Stanley downgrades Republic Services to equal weight from overweight</h2><p>Morgan Stanley downgraded the stock adding it sees a more balanced risk/reward.</p><p>“RSG has outperformed the S&amp;P 500 and Waste peers by 12% Y/Y.”</p><h2 id=\"id_2300351458\" style=\"text-align: start;\">Citi initiates Pure Storage as buy</h2><p>Citi said in its initiation of Pure Storage that the data storage company is an AI beneficiary.</p><p>“A Leading Beneficiary of AI-Induced Transition to Flash-Based Storage; Initiate with a Buy.”</p><h2 id=\"id_2997028198\" style=\"text-align: start;\">UBS upgrades Paccar and Cummins to buy from neutral</h2><p>UBS said in its upgrade of Paccar that the truck company is undervalued. The firm also upgraded Cummins and says the engine and power generation products company is not getting enough credit for growth.</p><p>“We upgrade PCAR and CMI to Buy, from Neutral. While investor sentiment on the truck cycle is implicitly positive, we don’t think the stocks are adequately pricing in the next peak. For 2026, we are ~10-15% ahead of consensus EPS on both CMI and PCAR.”</p><h2 id=\"id_2885000991\" style=\"text-align: start;\">Morgan Stanley reiterates Microsoft as buy</h2><p>Morgan Stanley said the computer is the “cybersecurity leader.”</p><p>“Microsoft remains the cybersecurity leader with a large installed base and broadening platform addressing multiple product categories.”</p><h2 id=\"id_1112987317\" style=\"text-align: start;\">Baird reiterates Nvidia as outperform</h2><p>Baird said it sees a slew of positive catalysts heading into the company’s GTC event next week.</p><p>“Nvidia continues to demand more capacity for this year based on continued strong demand.”</p><h2 id=\"id_3388794431\" style=\"text-align: start;\">JPMorgan reiterates Coinbase as neutral</h2><p>JPMorgan raised its price target on the stock to $150 per share from $95 but said it’s sticking with its neutral rating.</p><p>“Here, Ethereum use cases transcend the crypto ecosystem and we think create a robust earnings driver near term for Coinbase.”</p><h2 id=\"id_3952834239\" style=\"text-align: start;\">Baird reiterates Tesla as outperform</h2><p>Baird said Tesla as a prime beneficiary of AI in renewable energy.</p><p>“The growing penetration of renewables in energy and electrification of the grid have created several use cases for AI in the transition away from fossil fuels.”</p><h2 id=\"id_3602191848\" style=\"text-align: start;\">Telsey upgrades Dollar General to outperform from market perform</h2><p>Telsey said in its upgrade of Dollar General that management is stabilizing.</p><p>“In our view, the return of CEO Todd Vasos has brought stability to the business, instilled financial discipline, and renewed a sense of urgency to improve and grow.”</p><h2 id=\"id_342403666\" style=\"text-align: start;\">Guggenheim upgrades Snowflake to neutral from sell</h2><p>Guggenheim said in its upgrade of the stock that it sees partner sentiment improving.</p><p>“In our February checks, six partners met and one exceeded their benchmarks for Snowflake-related services during F4Q24, an improvement vs. F3Q.”</p><h2 id=\"id_3370171411\" style=\"text-align: start;\">Piper Sandler upgrades DoorDash to neutral from underweight</h2><p>Piper said in its upgrade of DoorDash that fundamentals are improving.</p><p>“We are upgrading DASH to N from prior UW. UBER remains the category leader gaining scale internationally and having success with new products.”</p><h2 id=\"id_2506282643\" style=\"text-align: start;\">Citi reiterates Apple as buy</h2><p>Citi said it’s standing by its buy rating on shares of Apple.</p><p>“We maintain Buy rated on AAPL and await WWDC [Worldwide Developers Conference] in June as the AI catalyst to drive upside to 2025 AI smartphone demand.”</p><h2 id=\"id_1278642723\" style=\"text-align: start;\">Morgan Stanley upgrades nCino to equal weight under weight</h2><p>Morgan Stanley said it sees improving revenue growth for the software company.</p><p>“With the market now expecting FY25 estimates to be in-line with our below-consensus estimates and valuation more reasonable in context of continued margin / FCF expansion and recent underperformance vs. vertical software, we upgrade NCNO to EW with a $27 PT.”</p><h2 id=\"id_995591107\" style=\"text-align: start;\">Bank of America reiterates Amazon as buy</h2><p>Bank of America said it’s bullish heading into Amazon’s Spring Sales event next week.</p><p>“We would expect some debate on event timing, which is at end of the quarter, but the event could drive some upside to 1Q revenues, with modest margin pressure due to discounting.”</p><h2 id=\"id_2239752675\" style=\"text-align: start;\">Citi reiterates Micron as buy</h2><p>Citi raised its price target on the stock to $150 per share from $95 and says it’s bullish heading into earnings next week.</p><p>“Micron remains our top pick and Buy-rated.”</p><h2 id=\"id_1031333126\" style=\"text-align: start;\">Piper Sandler names Stellantis a top pick</h2><p>Piper said the auto manufacturer is setting the “standard.”</p><p>“Like many carmakers, this builder of Ram pickups and Jeep SUVs may face margin pressure due to rising EV mix but with 6M+ units sold annually and best-in-class margins, STLA has margin to spare.”</p><h2 id=\"id_2238954618\" style=\"text-align: start;\">JPMorgan adds a positive catalyst watch on PDD</h2><p>JPMorgan said it’s bullish on shares of the China online retailer heading into earnings next week.</p><p>“We are placing PDD on Positive Catalyst Watch and expect the stock price to respond positively to 4Q23/1Q24 results.”</p><h2 id=\"id_2189891700\" style=\"text-align: start;\">RBC initiates Five9 as outperform</h2><p>RBC said shares of the software company are undervalued.</p><p>“We believe Five9, and the CCaaS [contact center as a service] space as a whole, will be a real beneficiary of GenAI, while we believe the market is currently treating Five9 as a GenAI loser.”</p><h2 id=\"id_383500322\" style=\"text-align: start;\">Bank of America initiates TKO Group as buy</h2><p>Bank of America said the combined UFC and WWE company has a “striking financial profile with growth potential.”</p><p>“We initiate TKO Group Holdings, Inc. (TKO) with a Buy rating and a $100 Price Objective (PO), implying ~25% upside.”</p><h2 id=\"id_1382748044\" style=\"text-align: start;\">Bank of America upgrades Valero Energy and HF Sinclair to buy from neutral</h2><p>Bank of America upgraded several refiners on Friday and said they are due for a rerating.</p><p>“Arguments for a rerating: upgrade VLO, PBF, DINO to Buy. From a valuation standpoint, wider margin volatility for a single year has limited impact on value, but if we consider a sustainable increase in mid-cycle earnings, we believe the conditions for another step up in absolute valuations for US refiners is in place.”</p><h2 id=\"id_358977187\" style=\"text-align: start;\">Truist initiates Golden Entertainment as buy</h2><p>Truist said the casino company is a “Nevada pure-play with a unique footprint.”</p><p>“We initiate coverage of Golden Entertainment, Inc. (GDEN) with a Buy rating and$45 PT based on 7.5x our 2025E EBITDA.”</p><h2 id=\"id_448480955\" style=\"text-align: start;\">JPMorgan reiterates Eli Lilly as overweight</h2><p>JPMorgan raised its price target on the stock to $850 per share from $775 after a series of meetings with company management.</p><p>“We recently had the opportunity to meet with LLYs mgmt team, including Chairman and CEO, Dave Ricks, as well as Patrik Jonsson, President of Diabetes and Obesity, and want to share our key takeaways.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技","NVDA":"英伟达","TSLA":"特斯拉","RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189493524","content_text":"Here are Friday’s biggest calls on Wall Street:Piper Sandler upgrades Rivian to overweight from neutralPiper said investors should buy the dip in shares of the EV company.“After watching last week’s live stream, re-assessing our capex outlook, and considering the post-Q4 selloff, we feel compelled to upgrade RIVN from Neutral to Overweight.”Bank of America reiterates Adobe as buyBank of America said it was disappointed in the company’s earnings results on Thursday but that it’s standing by the stock.“Adobe reported disappointing Q1 results and introduced uncertainty by not updating FY24E guidance for digital media net new ARR [annual recurring revenue] or EPS, which is a break from the past.”Citi upgrades Thor Industries to buy from neutralCiti said it see a “favorable event path” for the RV company.“THO is the poster child for the early-cycle RV story, and yet anxious investors have been too quick to buy into the story on 2-3 occasions previously.”Morgan Stanley downgrades Republic Services to equal weight from overweightMorgan Stanley downgraded the stock adding it sees a more balanced risk/reward.“RSG has outperformed the S&P 500 and Waste peers by 12% Y/Y.”Citi initiates Pure Storage as buyCiti said in its initiation of Pure Storage that the data storage company is an AI beneficiary.“A Leading Beneficiary of AI-Induced Transition to Flash-Based Storage; Initiate with a Buy.”UBS upgrades Paccar and Cummins to buy from neutralUBS said in its upgrade of Paccar that the truck company is undervalued. The firm also upgraded Cummins and says the engine and power generation products company is not getting enough credit for growth.“We upgrade PCAR and CMI to Buy, from Neutral. While investor sentiment on the truck cycle is implicitly positive, we don’t think the stocks are adequately pricing in the next peak. For 2026, we are ~10-15% ahead of consensus EPS on both CMI and PCAR.”Morgan Stanley reiterates Microsoft as buyMorgan Stanley said the computer is the “cybersecurity leader.”“Microsoft remains the cybersecurity leader with a large installed base and broadening platform addressing multiple product categories.”Baird reiterates Nvidia as outperformBaird said it sees a slew of positive catalysts heading into the company’s GTC event next week.“Nvidia continues to demand more capacity for this year based on continued strong demand.”JPMorgan reiterates Coinbase as neutralJPMorgan raised its price target on the stock to $150 per share from $95 but said it’s sticking with its neutral rating.“Here, Ethereum use cases transcend the crypto ecosystem and we think create a robust earnings driver near term for Coinbase.”Baird reiterates Tesla as outperformBaird said Tesla as a prime beneficiary of AI in renewable energy.“The growing penetration of renewables in energy and electrification of the grid have created several use cases for AI in the transition away from fossil fuels.”Telsey upgrades Dollar General to outperform from market performTelsey said in its upgrade of Dollar General that management is stabilizing.“In our view, the return of CEO Todd Vasos has brought stability to the business, instilled financial discipline, and renewed a sense of urgency to improve and grow.”Guggenheim upgrades Snowflake to neutral from sellGuggenheim said in its upgrade of the stock that it sees partner sentiment improving.“In our February checks, six partners met and one exceeded their benchmarks for Snowflake-related services during F4Q24, an improvement vs. F3Q.”Piper Sandler upgrades DoorDash to neutral from underweightPiper said in its upgrade of DoorDash that fundamentals are improving.“We are upgrading DASH to N from prior UW. UBER remains the category leader gaining scale internationally and having success with new products.”Citi reiterates Apple as buyCiti said it’s standing by its buy rating on shares of Apple.“We maintain Buy rated on AAPL and await WWDC [Worldwide Developers Conference] in June as the AI catalyst to drive upside to 2025 AI smartphone demand.”Morgan Stanley upgrades nCino to equal weight under weightMorgan Stanley said it sees improving revenue growth for the software company.“With the market now expecting FY25 estimates to be in-line with our below-consensus estimates and valuation more reasonable in context of continued margin / FCF expansion and recent underperformance vs. vertical software, we upgrade NCNO to EW with a $27 PT.”Bank of America reiterates Amazon as buyBank of America said it’s bullish heading into Amazon’s Spring Sales event next week.“We would expect some debate on event timing, which is at end of the quarter, but the event could drive some upside to 1Q revenues, with modest margin pressure due to discounting.”Citi reiterates Micron as buyCiti raised its price target on the stock to $150 per share from $95 and says it’s bullish heading into earnings next week.“Micron remains our top pick and Buy-rated.”Piper Sandler names Stellantis a top pickPiper said the auto manufacturer is setting the “standard.”“Like many carmakers, this builder of Ram pickups and Jeep SUVs may face margin pressure due to rising EV mix but with 6M+ units sold annually and best-in-class margins, STLA has margin to spare.”JPMorgan adds a positive catalyst watch on PDDJPMorgan said it’s bullish on shares of the China online retailer heading into earnings next week.“We are placing PDD on Positive Catalyst Watch and expect the stock price to respond positively to 4Q23/1Q24 results.”RBC initiates Five9 as outperformRBC said shares of the software company are undervalued.“We believe Five9, and the CCaaS [contact center as a service] space as a whole, will be a real beneficiary of GenAI, while we believe the market is currently treating Five9 as a GenAI loser.”Bank of America initiates TKO Group as buyBank of America said the combined UFC and WWE company has a “striking financial profile with growth potential.”“We initiate TKO Group Holdings, Inc. (TKO) with a Buy rating and a $100 Price Objective (PO), implying ~25% upside.”Bank of America upgrades Valero Energy and HF Sinclair to buy from neutralBank of America upgraded several refiners on Friday and said they are due for a rerating.“Arguments for a rerating: upgrade VLO, PBF, DINO to Buy. From a valuation standpoint, wider margin volatility for a single year has limited impact on value, but if we consider a sustainable increase in mid-cycle earnings, we believe the conditions for another step up in absolute valuations for US refiners is in place.”Truist initiates Golden Entertainment as buyTruist said the casino company is a “Nevada pure-play with a unique footprint.”“We initiate coverage of Golden Entertainment, Inc. (GDEN) with a Buy rating and$45 PT based on 7.5x our 2025E EBITDA.”JPMorgan reiterates Eli Lilly as overweightJPMorgan raised its price target on the stock to $850 per share from $775 after a series of meetings with company management.“We recently had the opportunity to meet with LLYs mgmt team, including Chairman and CEO, Dave Ricks, as well as Patrik Jonsson, President of Diabetes and Obesity, and want to share our key takeaways.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284775710617624,"gmtCreate":1710531402521,"gmtModify":1710531404354,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284775710617624","repostId":"2419632926","repostType":2,"repost":{"id":"2419632926","pubTimestamp":1710515552,"share":"https://www.laohu8.com/m/news/2419632926?lang=&edition=full","pubTime":"2024-03-15 23:12","market":"us","language":"en","title":"Tesla’s Tumble: Why TSLA Stock Could Fall to $100, and When to Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2419632926","media":"InvestorPlace","summary":"Although the market has gone bearish on TSLA stock, the time to bottom-fish in the EV maker's shares has yet to arrive.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Tesla</strong> (<strong>TSLA</strong>) has just received a horrendous analyst downgrade, and has become the S&amp;P 500’s worst performing stock.</p></li><li><p>The EV maker’s shares are out of favor, but there may be an opportunity to go contrarian.</p></li><li><p>TSLA stock could plummet before a game-changing announcement causes it to surge again.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/be62d66a4a08e3fce7ad543bb2acb91c\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: Rokas Tenys / Shutterstock.com</p><p>It’s been a rough ride for <strong>Tesla</strong> (NASDAQ:<strong>TSLA</strong>) stock lately. It has become the worst year-to-date performer in the <strong>S&amp;P 500</strong> index. These developments may discourage some, others may see a buying opportunity.</p><p>Don’t assume it’s the right time to invest. The factors driving its poor performance are likely to persist in the months ahead. More likely than not, the stock is going to come under even more pressure, but there is a silver lining. Tesla could end up falling to a very favorable entry point. Shortly after that, shares may make a comeback.</p><h2 id=\"id_2722222737\">TSLA Stock Has Way to Go Before Bottom</h2><p>On March 13, Wells Fargo analyst Colin Langan downgraded Tesla, changing his rating from the equivalent to “hold” to the equivalent to “sell,” and lowering his price target to $125 per share, down from a prior price target of $200 per share.</p><p>In Langan’s view, vehicle price cuts are having a diminishing impact on demand, which has been affected by a slowdown in EV demand growth.</p><p>In turn, the analysts anticipate the EV maker to report flat to slightly negative revenue growth, as well as declining earnings, in both 2024 and 2025.</p><p>With TSLA stock trending lower following this downgrade, the market is clearly taking heed of this downbeat forecast. Worse yet, if this forecast proves to be accurate, forget about shares falling to $125 per share. A drop to even lower prices is well-within the realm of possibility.</p><p>Even if investors (expecting an eventual earnings rebound) decides not to derate TSLA to a lower valuation, shares could move lower in tandem with a drop in earnings per share (or EPS).</p><p>If EPS falls in line with Langan’s 2024 and 2025 earnings forecasts ($2 and $1.90, respectively), a drop to just over $100 per share may be in store.</p><h2 id=\"id_114811781\">When to Pounce, and Why</h2><p>Wedbush’s Dan Ives believes that pessimism is fully reflected in TSLA’s valuation. At least, based on his statement that “even the New York City cabdriver is bearish” on the stock.</p><p>However, if Ives’ own 2024 recovery forecast for Tesla fails to play out, it is very much possible that TSLA stock slides to $125 per share, $100 per share, or down to double-digit price levels. If this moment arrives, and it’s not just the fair weather fans losing faith, consider this the time to pounce.</p><p>Although there’s a strong chance that disappointment continues in the near-to-medium term, it’s not as if the current EV sector downturn is the beginning of the end for this vehicle electrification powerhouse. By 2025, macro issues could finally enter the rearview mirror.</p><p>I’m talking about not just macro issues affecting U.S. demand, like high interest rates. I’m talking about the issues affecting China’s economic growth as well.</p><p>If these issues normalize, Tesla could experience a sales resurgence, and a profitability rebound. Also, don’t forget that a game-changing catalyst I’ve discussed in prior Tesla coverage has not gone away: that would be the launch of Tesla’s first lower-priced vehicle model.</p><h2 id=\"id_1181133128\">The Verdict: Hold Off for Now</h2><p>As what happened from late 2022 to early 2023, TSLA could quickly go from bottoming out to bouncing back, as positive news helps to renew hype and enthusiasm for shares.</p><p>The “positive news” came as Tesla’s aggressive price cuts. In 2024/2025, news about Tesla’s lower-priced Model 2 vehicle model could be what does the trick.</p><p>Analysts at Evercore recently called for the Model 2 vehicle catalyst not to begin playing out until as late as 2027, but given how much it may affect TSLA’s price performance, CEO Elon Musk may be motivated to speed up the Model 2’s debut, in order to exceed newly reset expectations.</p><p>There’s comeback potential with TSLA stock, but not until shares fall back into the “buy zone” (between $100 and $125 per share). Keep an eye out and keep sitting tight for now.</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>Tesla’s Tumble: Why TSLA Stock Could Fall to $100, and When to Buy</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\">\nTesla’s Tumble: Why TSLA Stock Could Fall to $100, and When to Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-15 23:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/03/teslas-tumble-why-tsla-stock-could-fall-to-100-and-when-to-buy/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (TSLA) has just received a horrendous analyst downgrade, and has become the S&P 500’s worst performing stock.The EV maker’s shares are out of favor, but there may be an opportunity to go ...</p>\n\n<a href=\"https://investorplace.com/2024/03/teslas-tumble-why-tsla-stock-could-fall-to-100-and-when-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4527":"明星科技股","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4550":"红杉资本持仓","LU1548497426.USD":"安联环球人工智能AT Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","TSLA":"特斯拉","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4551":"寇图资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4581":"高盛持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4548":"巴美列捷福持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU0082616367.USD":"摩根大通美国科技A（dist）"},"source_url":"https://investorplace.com/2024/03/teslas-tumble-why-tsla-stock-could-fall-to-100-and-when-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2419632926","content_text":"Tesla (TSLA) has just received a horrendous analyst downgrade, and has become the S&P 500’s worst performing stock.The EV maker’s shares are out of favor, but there may be an opportunity to go contrarian.TSLA stock could plummet before a game-changing announcement causes it to surge again.Source: Rokas Tenys / Shutterstock.comIt’s been a rough ride for Tesla (NASDAQ:TSLA) stock lately. It has become the worst year-to-date performer in the S&P 500 index. These developments may discourage some, others may see a buying opportunity.Don’t assume it’s the right time to invest. The factors driving its poor performance are likely to persist in the months ahead. More likely than not, the stock is going to come under even more pressure, but there is a silver lining. Tesla could end up falling to a very favorable entry point. Shortly after that, shares may make a comeback.TSLA Stock Has Way to Go Before BottomOn March 13, Wells Fargo analyst Colin Langan downgraded Tesla, changing his rating from the equivalent to “hold” to the equivalent to “sell,” and lowering his price target to $125 per share, down from a prior price target of $200 per share.In Langan’s view, vehicle price cuts are having a diminishing impact on demand, which has been affected by a slowdown in EV demand growth.In turn, the analysts anticipate the EV maker to report flat to slightly negative revenue growth, as well as declining earnings, in both 2024 and 2025.With TSLA stock trending lower following this downgrade, the market is clearly taking heed of this downbeat forecast. Worse yet, if this forecast proves to be accurate, forget about shares falling to $125 per share. A drop to even lower prices is well-within the realm of possibility.Even if investors (expecting an eventual earnings rebound) decides not to derate TSLA to a lower valuation, shares could move lower in tandem with a drop in earnings per share (or EPS).If EPS falls in line with Langan’s 2024 and 2025 earnings forecasts ($2 and $1.90, respectively), a drop to just over $100 per share may be in store.When to Pounce, and WhyWedbush’s Dan Ives believes that pessimism is fully reflected in TSLA’s valuation. At least, based on his statement that “even the New York City cabdriver is bearish” on the stock.However, if Ives’ own 2024 recovery forecast for Tesla fails to play out, it is very much possible that TSLA stock slides to $125 per share, $100 per share, or down to double-digit price levels. If this moment arrives, and it’s not just the fair weather fans losing faith, consider this the time to pounce.Although there’s a strong chance that disappointment continues in the near-to-medium term, it’s not as if the current EV sector downturn is the beginning of the end for this vehicle electrification powerhouse. By 2025, macro issues could finally enter the rearview mirror.I’m talking about not just macro issues affecting U.S. demand, like high interest rates. I’m talking about the issues affecting China’s economic growth as well.If these issues normalize, Tesla could experience a sales resurgence, and a profitability rebound. Also, don’t forget that a game-changing catalyst I’ve discussed in prior Tesla coverage has not gone away: that would be the launch of Tesla’s first lower-priced vehicle model.The Verdict: Hold Off for NowAs what happened from late 2022 to early 2023, TSLA could quickly go from bottoming out to bouncing back, as positive news helps to renew hype and enthusiasm for shares.The “positive news” came as Tesla’s aggressive price cuts. In 2024/2025, news about Tesla’s lower-priced Model 2 vehicle model could be what does the trick.Analysts at Evercore recently called for the Model 2 vehicle catalyst not to begin playing out until as late as 2027, but given how much it may affect TSLA’s price performance, CEO Elon Musk may be motivated to speed up the Model 2’s debut, in order to exceed newly reset expectations.There’s comeback potential with TSLA stock, but not until shares fall back into the “buy zone” (between $100 and $125 per share). Keep an eye out and keep sitting tight for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284775245287736,"gmtCreate":1710531394394,"gmtModify":1710531396292,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284775245287736","repostId":"2419970036","repostType":2,"repost":{"id":"2419970036","pubTimestamp":1710513959,"share":"https://www.laohu8.com/m/news/2419970036?lang=&edition=full","pubTime":"2024-03-15 22:45","market":"hk","language":"en","title":"The Nvidia-Led AI Boom Will Eventually Spread to These 3 Areas of the Stock Market, Goldman Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2419970036","media":"Markets Insider","summary":"The Nvidia-led AI boom will spread to three other areas of the stock market, according to Goldman Sachs.The bank highlighted the infrastructure stocks that are poised to benefit from more companies adopting AI.\"We expect there will likely be three broad, subsequent stages of the AI trade,\" Goldman Sachs said.Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read preview. Goldman Sachs identified 93 companies that fit the bill as being an AI infrastructure play. Some of those names include ARM Holdings for its chip design, Taiwan Semiconductor for its chip manufacturing, Cisco for its networking services, and nearly all electric utilities due to the expected increase in electricity demand.Phase three: AI EnablersThe third phase of the AI trade will positively impact companies that can boost revenues via their adoption and monetization of AI technologies.\"Software and IT Services seem best positioned for this phase of the AI ad","content":"<html><head></head><body><ul style=\"\"><li><p><strong>The Nvidia-led AI boom will spread to three other areas of the stock market, according to Goldman Sachs.</strong></p></li></ul><ul style=\"\"><li><p><strong>The bank highlighted the infrastructure stocks that are poised to benefit from more companies adopting AI.</strong></p></li><li><p style=\"text-align: left;\"><strong>&#34;We expect there will likely be three broad, subsequent stages of the AI trade,&#34; Goldman Sachs said.</strong></p></li></ul><p>The AI boom has lifted the stock market considerably since the launch of ChatGPT in November 2022, and there are still more gains to be had.</p><p>Goldman Sachs said in a Thursday note that not only are stock market valuations not yet approaching bubble-type levels as seen during the dot-com bubble, but they identified the three groups of stocks that are poised to benefit from the growing adoption of AI.</p><p>&#34;We expect there will likely be three broad, subsequent stages of the AI trade,&#34; Goldman Sachs said.</p><p>Phase one of the AI trade is simply Nvidia, which makes the AI-enabling GPU chips that power chatbots like ChatGPT and Anthropic&#39;s Claude and has seen its stock price soar more than 500% since the start of 2023.</p><p>Phase two through four of the AI trade will be much more broad and impact a larger swath of companies.</p><p>These are the three next stages of the stock market&#39;s AI trade, according to Goldman Sachs.</p><h3 id=\"id_4154563280\">Phase two: AI Infrastructure</h3><p>The second phase of the AI trade will spill over into the infrastructure companies that are necessary to further develop AI advancements.</p><p>&#34;Based on our framework, this phase includes semiconductor firms, cloud providers, data center REITs, hardware and equipment companies, security software stocks, and utilities companies,&#34; Goldman Sachs said.</p><p>Goldman Sachs identified 93 companies that fit the bill as being an AI infrastructure play. Some of those names include <a href=\"https://laohu8.com/S/ARMH\">ARM Holdings</a> for its chip design, Taiwan Semiconductor for its chip manufacturing, Cisco for its networking services, and nearly all electric utilities due to the expected increase in electricity demand.</p><h3 id=\"id_4282016264\">Phase three: AI Enablers</h3><p>The third phase of the AI trade will positively impact companies that can boost revenues via their adoption and monetization of AI technologies. </p><p>&#34;Software and IT Services seem best positioned for this phase of the AI adoption cycle, with many companies describing how their tools will enable other companies to utilize AI,&#34; Goldman Sachs explained.</p><p>Goldman Sachs identified 31 companies that fit the bill as being an AI enabler. Some of those names include software companies like <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>, Intuit, and <a href=\"https://laohu8.com/S/DDOG\">Datadog</a>, and IT Services companies like <a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>, Accenture, and MongoDB.</p><h3 id=\"id_2978173656\">Phase four: AI Productivity Gains</h3><p>The fourth phase of the AI trade will spark gains in companies that can see significant productivity gains via their adoption of AI.</p><p>&#34;Software and Services and Commercial and Professional Services have the largest potential earnings boost from widespread AI adoption via labor productivity,&#34; Goldman Sachs said. &#34;These three industries have a combination of a high share of their wage bill exposed to AI automation and relatively high labor costs.&#34;</p><p>The company identified 50 companies that are poised to see the largest labor productivity gains via the adoption of AI. Some of those names include retail giants Walmart and Costco, and health care companies like Tenet Healthcare and <a href=\"https://laohu8.com/S/ILMN\">Illumina</a>. </p></body></html>","source":"marketsinsider","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>The Nvidia-Led AI Boom Will Eventually Spread to These 3 Areas of the Stock Market, Goldman Says</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\">\nThe Nvidia-Led AI Boom Will Eventually Spread to These 3 Areas of the Stock Market, Goldman Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-15 22:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/stock-market-outlook-nvidia-ai-boom-spread-3-groups-stocks-2024-3><strong>Markets Insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The Nvidia-led AI boom will spread to three other areas of the stock market, according to Goldman Sachs.The bank highlighted the infrastructure stocks that are poised to benefit from more companies ...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-nvidia-ai-boom-spread-3-groups-stocks-2024-3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4020":"通信设备","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","BK4550":"红杉资本持仓","NVDA":"英伟达","LU0444971666.USD":"天利全球科技基金","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4141":"半导体产品","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4552":"Archegos爆仓风波概念","IE00BKVL7J92.USD":"Legg Mason ClearBridge - 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Some of those names include ARM Holdings for its chip design, Taiwan Semiconductor for its chip manufacturing, Cisco for its networking services, and nearly all electric utilities due to the expected increase in electricity demand.Phase three: AI EnablersThe third phase of the AI trade will positively impact companies that can boost revenues via their adoption and monetization of AI technologies. \"Software and IT Services seem best positioned for this phase of the AI adoption cycle, with many companies describing how their tools will enable other companies to utilize AI,\" Goldman Sachs explained.Goldman Sachs identified 31 companies that fit the bill as being an AI enabler. Some of those names include software companies like ServiceNow, Intuit, and Datadog, and IT Services companies like Snowflake, Accenture, and MongoDB.Phase four: AI Productivity GainsThe fourth phase of the AI trade will spark gains in companies that can see significant productivity gains via their adoption of AI.\"Software and Services and Commercial and Professional Services have the largest potential earnings boost from widespread AI adoption via labor productivity,\" Goldman Sachs said. \"These three industries have a combination of a high share of their wage bill exposed to AI automation and relatively high labor costs.\"The company identified 50 companies that are poised to see the largest labor productivity gains via the adoption of AI. Some of those names include retail giants Walmart and Costco, and health care companies like Tenet Healthcare and Illumina.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251313696039016,"gmtCreate":1702393207013,"gmtModify":1702393279955,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/TIGR 20240119 5.0 CALL\">$TIGR 20240119 5.0 CALL$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/OPT/TIGR 20240119 5.0 CALL\">$TIGR 20240119 5.0 CALL$&nbsp;</a>","text":"$TIGR 20240119 5.0 CALL$","images":[{"img":"https://community-static.tradeup.com/news/7d00aa6136dbaa1235d906d8233de894","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/251313696039016","isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":236983104954488,"gmtCreate":1698892756989,"gmtModify":1698892761853,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"😂 😂 😂 😂 😂 😂 😂 😂&nbsp;","listText":"😂 😂 😂 😂 😂 😂 😂 😂&nbsp;","text":"😂 😂 😂 😂 😂 😂 😂 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/236983104954488","isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940735448,"gmtCreate":1678168178184,"gmtModify":1678168182159,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940735448","repostId":"2317100121","repostType":4,"repost":{"id":"2317100121","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":1678147594,"share":"https://www.laohu8.com/m/news/2317100121?lang=&edition=full","pubTime":"2023-03-07 08:06","market":"us","language":"en","title":"What Stock-Market Investors Want to Hear When Fed's Powell Testifies Before Congress This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2317100121","media":"Dow Jones","summary":"'Trading any speech is tough, so I'd be reacting and not anticipating,' analyst saysJerome Powell JU","content":"<html><head></head><body><p>&#39;Trading any speech is tough, so I&#39;d be reacting and not anticipating,&#39; analyst says</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/241c669cb2050f4ed24ab220f827ac92\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Jerome Powell JULIA NIKHINSON/GETTY IMAGES</span></p><p>The stock market&#39;s bounce back from last year&#39;s carnage will be again put to the test as investors closely listen to Federal Reserve Chairman Jerome Powell&#39;s testimony before Congress this week for clues to just how high interest rates need to go to win the fight against inflation.</p><p>Powell will deliver the latest semiannual report on monetary policy and the economy on Tuesday to the Senate Banking Committee and on Wednesday to the House Financial Services panel. Both hearings begin at 10 a.m. Eastern. Powell&#39;s testimony will probably be his last public remarks before the next policy meeting of the Federal Open Market Committee, or FOMC, on March 21-22.</p><p>Fundstrat&#39;s head of research, Tom Lee, expects Powell to reiterate the &#34;data dependence&#34; message in his speech, affirming market expectations for another 25 basis point increase in the fed-funds rate at the March meeting.</p><p>&#34;Many &#39;inflationistas&#39; are saying a 50-basis-point hike is needed because the January data was so &#39;hot&#39; -- that is the data reactivity of the bond and stock market, but we expect Powell to emphasize that rates are near neutral now, so there is less of a need to be higher in a hurry and now Fed can be data dependent by the way,&#34; wrote Lee, in a Monday note.</p><p>Fed-funds futures traders have priced in a 69.4% chance of a 25 basis point rise, and a 30.6% chance of a 50 basis point increase, according to the CME FedWatch tool. Traders had seen only a 3.3% chance of a 50 basis point rise a month ago.</p><p>A run of stronger-than-expected economic data that began in early January, including the January inflation report which showed prices were not moderating as fast as the Fed would like, and robust employment data, has forced financial-market investors to rethink the Fed&#39;s path and bet on bigger rate hikes in its next policy meeting.</p><p>Fed policy makers stepped down to a 25 basis-point increase last month after a half-point move in December and four jumbo 75 basis-point rate increases last year.</p><p>St. Louis Fed President James Bullard and Cleveland Fed President Loretta Mester both said last month that they had supported a 50-basis-point hike at the Jan. 31-Feb. 1 meeting. Minutes of the meeting showed that a &#34;few&#34; policy makers had backed the bigger move. Neither Bullard nor Mester are voting members of the FOMC in 2023.</p><p>Fed policy makers may be particularly reluctant to boost the size of rate increases after downshifting at the last meeting, analysts said.</p><p>&#34;Moving to 50-basis-point would be a sizable change in policy and reversal of the slowing and frankly, would be viewed as undermining Fed credibility,&#34; wrote Lee.</p><p>Chris Weston, head of research at Australia-based brokerage Pepperstone, said in a note on Sunday that Powell will &#34;likely defend the Fed&#39;s actions&#34; and &#34;likely make out they are going to do everything they can to bring down inflation to target.&#34;</p><p>However, given the fact that both the market and Fed are living data point to data point, Weston said they are still &#34;flying blind&#34; until they get February nonfarm payroll data on Friday and the February consumer-price index on Feb. 13, which, in theory, could result in them targeting a terminal rate &#34;north of 6% and require 50-basis-point increments&#34; to get them there in a quicker fashion, said Weston.</p><p>&#34;The market is expecting some movement from his words, but trading any speech is tough, so I would be reacting and not anticipating,&#34; Weston added.</p><p>Economists surveyed by The Wall Street Journal expect February payrolls to have grown by 225,000. However, economists at Wall Street banks such as Deutsche Bank and Jefferies, see the figure coming in way above consensus estimates.</p><p>U.S. stocks finished mostly higher on Monday, with the S&amp;P 500  and the Dow Jones Industrial Average  each rising around 0.1%. The Nasdaq Composite   shed 0.1%. Last week, the Dow Industrials rose 1.7% for the week and snapped a four-week losing streak. The S&amp;P 500 gained 1.9%, while the technology-heavy Nasdaq advanced 2.6%, according to Dow Jones Market Data.</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>What Stock-Market Investors Want to Hear When Fed's Powell Testifies Before Congress This 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\">\nWhat Stock-Market Investors Want to Hear When Fed's Powell Testifies Before Congress This 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\">2023-03-07 08:06</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>&#39;Trading any speech is tough, so I&#39;d be reacting and not anticipating,&#39; analyst says</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/241c669cb2050f4ed24ab220f827ac92\" tg-width=\"700\" tg-height=\"467\" referrerpolicy=\"no-referrer\"/><span>Jerome Powell JULIA NIKHINSON/GETTY IMAGES</span></p><p>The stock market&#39;s bounce back from last year&#39;s carnage will be again put to the test as investors closely listen to Federal Reserve Chairman Jerome Powell&#39;s testimony before Congress this week for clues to just how high interest rates need to go to win the fight against inflation.</p><p>Powell will deliver the latest semiannual report on monetary policy and the economy on Tuesday to the Senate Banking Committee and on Wednesday to the House Financial Services panel. Both hearings begin at 10 a.m. Eastern. Powell&#39;s testimony will probably be his last public remarks before the next policy meeting of the Federal Open Market Committee, or FOMC, on March 21-22.</p><p>Fundstrat&#39;s head of research, Tom Lee, expects Powell to reiterate the &#34;data dependence&#34; message in his speech, affirming market expectations for another 25 basis point increase in the fed-funds rate at the March meeting.</p><p>&#34;Many &#39;inflationistas&#39; are saying a 50-basis-point hike is needed because the January data was so &#39;hot&#39; -- that is the data reactivity of the bond and stock market, but we expect Powell to emphasize that rates are near neutral now, so there is less of a need to be higher in a hurry and now Fed can be data dependent by the way,&#34; wrote Lee, in a Monday note.</p><p>Fed-funds futures traders have priced in a 69.4% chance of a 25 basis point rise, and a 30.6% chance of a 50 basis point increase, according to the CME FedWatch tool. Traders had seen only a 3.3% chance of a 50 basis point rise a month ago.</p><p>A run of stronger-than-expected economic data that began in early January, including the January inflation report which showed prices were not moderating as fast as the Fed would like, and robust employment data, has forced financial-market investors to rethink the Fed&#39;s path and bet on bigger rate hikes in its next policy meeting.</p><p>Fed policy makers stepped down to a 25 basis-point increase last month after a half-point move in December and four jumbo 75 basis-point rate increases last year.</p><p>St. Louis Fed President James Bullard and Cleveland Fed President Loretta Mester both said last month that they had supported a 50-basis-point hike at the Jan. 31-Feb. 1 meeting. Minutes of the meeting showed that a &#34;few&#34; policy makers had backed the bigger move. Neither Bullard nor Mester are voting members of the FOMC in 2023.</p><p>Fed policy makers may be particularly reluctant to boost the size of rate increases after downshifting at the last meeting, analysts said.</p><p>&#34;Moving to 50-basis-point would be a sizable change in policy and reversal of the slowing and frankly, would be viewed as undermining Fed credibility,&#34; wrote Lee.</p><p>Chris Weston, head of research at Australia-based brokerage Pepperstone, said in a note on Sunday that Powell will &#34;likely defend the Fed&#39;s actions&#34; and &#34;likely make out they are going to do everything they can to bring down inflation to target.&#34;</p><p>However, given the fact that both the market and Fed are living data point to data point, Weston said they are still &#34;flying blind&#34; until they get February nonfarm payroll data on Friday and the February consumer-price index on Feb. 13, which, in theory, could result in them targeting a terminal rate &#34;north of 6% and require 50-basis-point increments&#34; to get them there in a quicker fashion, said Weston.</p><p>&#34;The market is expecting some movement from his words, but trading any speech is tough, so I would be reacting and not anticipating,&#34; Weston added.</p><p>Economists surveyed by The Wall Street Journal expect February payrolls to have grown by 225,000. However, economists at Wall Street banks such as Deutsche Bank and Jefferies, see the figure coming in way above consensus estimates.</p><p>U.S. stocks finished mostly higher on Monday, with the S&amp;P 500  and the Dow Jones Industrial Average  each rising around 0.1%. The Nasdaq Composite   shed 0.1%. Last week, the Dow Industrials rose 1.7% for the week and snapped a four-week losing streak. The S&amp;P 500 gained 1.9%, while the technology-heavy Nasdaq advanced 2.6%, according to Dow Jones Market Data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","BK4096":"电气部件与设备",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2317100121","content_text":"'Trading any speech is tough, so I'd be reacting and not anticipating,' analyst saysJerome Powell JULIA NIKHINSON/GETTY IMAGESThe stock market's bounce back from last year's carnage will be again put to the test as investors closely listen to Federal Reserve Chairman Jerome Powell's testimony before Congress this week for clues to just how high interest rates need to go to win the fight against inflation.Powell will deliver the latest semiannual report on monetary policy and the economy on Tuesday to the Senate Banking Committee and on Wednesday to the House Financial Services panel. Both hearings begin at 10 a.m. Eastern. Powell's testimony will probably be his last public remarks before the next policy meeting of the Federal Open Market Committee, or FOMC, on March 21-22.Fundstrat's head of research, Tom Lee, expects Powell to reiterate the \"data dependence\" message in his speech, affirming market expectations for another 25 basis point increase in the fed-funds rate at the March meeting.\"Many 'inflationistas' are saying a 50-basis-point hike is needed because the January data was so 'hot' -- that is the data reactivity of the bond and stock market, but we expect Powell to emphasize that rates are near neutral now, so there is less of a need to be higher in a hurry and now Fed can be data dependent by the way,\" wrote Lee, in a Monday note.Fed-funds futures traders have priced in a 69.4% chance of a 25 basis point rise, and a 30.6% chance of a 50 basis point increase, according to the CME FedWatch tool. Traders had seen only a 3.3% chance of a 50 basis point rise a month ago.A run of stronger-than-expected economic data that began in early January, including the January inflation report which showed prices were not moderating as fast as the Fed would like, and robust employment data, has forced financial-market investors to rethink the Fed's path and bet on bigger rate hikes in its next policy meeting.Fed policy makers stepped down to a 25 basis-point increase last month after a half-point move in December and four jumbo 75 basis-point rate increases last year.St. Louis Fed President James Bullard and Cleveland Fed President Loretta Mester both said last month that they had supported a 50-basis-point hike at the Jan. 31-Feb. 1 meeting. Minutes of the meeting showed that a \"few\" policy makers had backed the bigger move. Neither Bullard nor Mester are voting members of the FOMC in 2023.Fed policy makers may be particularly reluctant to boost the size of rate increases after downshifting at the last meeting, analysts said.\"Moving to 50-basis-point would be a sizable change in policy and reversal of the slowing and frankly, would be viewed as undermining Fed credibility,\" wrote Lee.Chris Weston, head of research at Australia-based brokerage Pepperstone, said in a note on Sunday that Powell will \"likely defend the Fed's actions\" and \"likely make out they are going to do everything they can to bring down inflation to target.\"However, given the fact that both the market and Fed are living data point to data point, Weston said they are still \"flying blind\" until they get February nonfarm payroll data on Friday and the February consumer-price index on Feb. 13, which, in theory, could result in them targeting a terminal rate \"north of 6% and require 50-basis-point increments\" to get them there in a quicker fashion, said Weston.\"The market is expecting some movement from his words, but trading any speech is tough, so I would be reacting and not anticipating,\" Weston added.Economists surveyed by The Wall Street Journal expect February payrolls to have grown by 225,000. However, economists at Wall Street banks such as Deutsche Bank and Jefferies, see the figure coming in way above consensus estimates.U.S. stocks finished mostly higher on Monday, with the S&P 500  and the Dow Jones Industrial Average  each rising around 0.1%. The Nasdaq Composite   shed 0.1%. Last week, the Dow Industrials rose 1.7% for the week and snapped a four-week losing streak. The S&P 500 gained 1.9%, while the technology-heavy Nasdaq advanced 2.6%, according to Dow Jones Market Data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940499788,"gmtCreate":1678090908444,"gmtModify":1678090912004,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"😂&nbsp;","listText":"😂&nbsp;","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940499788","repostId":"1133414956","repostType":4,"repost":{"id":"1133414956","pubTimestamp":1678116676,"share":"https://www.laohu8.com/m/news/1133414956?lang=&edition=full","pubTime":"2023-03-06 23:31","market":"us","language":"en","title":"Brace For Volatility: Powell Testimony And Jobs Report Coming This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1133414956","media":"Seeking Alpha","summary":"SummaryIt will be another week of economic data.Additionally, Jay Powell will be speaking in front o","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>It will be another week of economic data.</li><li>Additionally, Jay Powell will be speaking in front of Congress.</li><li>Powell is likely to stay data dependent.</li><li>However, that data is likely to suggest more rate hikes are coming.</li></ul><p>Every economic data point seems more critical than ever in recent memory. Last week&#39;s ISM survey pointed to continued economic strengthening in the US, while the European inflation data indicated that inflation rates are still undesirably high worldwide.</p><p>The importance of every data point can be seen in the implied volatility curve of the S&amp;P 500. There is a saw-tooth movement in the implied volatility curve with spikes around the jobs report on March 10, the CPI on March 14, and the FOMC meeting on March 22.</p><p>At least based on the implied volatility curve, the market seems to fear the jobs report this week much more than Jay Powell speaking on Tuesday and Wednesday in front of Congress.</p><p><img src=\"https://static.tigerbbs.com/43653a1a65ad900ac32b7019b2bda4a1\" tg-width=\"640\" tg-height=\"217\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Signs Point To More Strong Job Gains</b></p><p>Job growth is expected to be strong again in February. Current estimates are for non-farm payroll to have increased by 215,000, less than January but still a very healthy growth rate. This indicates that the Fed still has much more work to do to bring the labor market back into balance.</p><p>Last month&#39;s job report showed an increase of 517,000, much higher than the estimated 189,000. The services ISM data confirms that the January job data was probably not a fluke. The ISM services employment component showed substantial job gains in February, with the services employment index rising to 54 from 50.</p><p>The ISM services employment survey appears to trail the non-farm payroll net gains by one month. So while the ISM services survey didn&#39;t show significant job gains in January, those significant job gains did show in February. Based on this, it doesn&#39;t seem likely to see downward revisions to the January data.</p><p><img src=\"https://static.tigerbbs.com/7aa6673123346060ce5af960ada5ad80\" tg-width=\"640\" tg-height=\"276\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Additionally, the Homebase Hourly Employees Working also showed gains in January, which also supports the substantial improvements in the employment report, and that strong job gains are likely to continue in February. The Homebase data appears to lead the BLS job report by around one month.</p><p><img src=\"https://static.tigerbbs.com/813cb37ff666f70ddef5dc3707b5171f\" tg-width=\"640\" tg-height=\"342\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>The Unemployment Rate is Likely To Remain Very Low</b></p><p>Meanwhile, unemployment claims have steadily fallen in recent weeks, suggesting that the number of unemployed workers is likely to remain low and that the overall unemployment rate is expected to show little change in February. Estimates are for the unemployment rate to remain unchanged at 3.4% in February.</p><p><img src=\"https://static.tigerbbs.com/1d94a6a6ace9e4f1da778deee6aa36c4\" tg-width=\"640\" tg-height=\"342\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>Wages May Rise Faster</b></p><p>Average hourly earnings are expected to increase in February to 4.7% from 4.4% in January. The Atlanta Fed wage growth tracker and the ADP annual pay for job stayers are tracking above the BLS job report wage growth reading over the last several months. But what seems most important here isn&#39;t the rate of change but the trend. The trend for the Atlanta Fed and the ADP wage growth suggests a flattening wage growth, not the deceleration witnessed in the BLS average hourly earnings growth. This also indicates that there may be upward pressures on wages in February and possibly even upward revisions when the job report comes out on Friday.</p><p><img src=\"https://static.tigerbbs.com/7423950fa3fa3c21674dcc8b85bd0018\" tg-width=\"640\" tg-height=\"342\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p><b>JOLTS Have Been Hard To Predict</b></p><p>Meanwhile, JOLTS data, which comes out on Wednesday, is expected to fall to 10.5 million in February from 11.0 million in January. The JOLTS data has been impossible for analysts to predict in recent months. Analysts have consistently underestimated the JOLTS data, which could suggest that the JOLTS data again comes in hotter than expected.</p><p><img src=\"https://static.tigerbbs.com/ba0ae424546cf7067a5687fff8a5625b\" tg-width=\"640\" tg-height=\"342\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Analysts may be looking for softer job openings data because the Indeed Job Posting data has fallen dramatically since the beginning of the year. The Indeed Job Posting data has tracked changes in JOLTS data reasonably well over time. More recently, there has been a significant divergence between the two data sets.</p><p><img src=\"https://static.tigerbbs.com/034b5a5917a5aa8704ebcff30467874e\" tg-width=\"640\" tg-height=\"302\" referrerpolicy=\"no-referrer\"/></p><p>Mott Capital/Indeed/Bloomberg</p><p><b>Powell To Stay Data Dependent</b></p><p>The data suggests that the job market remained hot in February and that wage pressures will not likely subside anytime soon. This will pressure the Fed to try and cool the demand side of the economy, and this type of talk should continue when Jay Powell speaks in front of Congress this week.</p><p>The market now sees many more rate hikes coming from the Fed. Just on Thursday, Fed board member Christopher Wallernotedthat rates might need to exceed the target of 5.1% to 5.4% in the December summary of economic projection. Given the data, Powell will likely reflect similarly, noting that rates may need to go somewhat higher than expected.</p><p>The market now sees the terminal rate hitting 5.45% by October and a rate of 5.35% in December. The market has completely removed the odds of a rate cut in 2023. The changes in market perception around rates have changed dramatically over the last month when it saw a terminal rate of just 5.1% by July.</p><p><img src=\"https://static.tigerbbs.com/b5c91ae4e6017ec8e30b64fc9d02d311\" tg-width=\"640\" tg-height=\"494\" referrerpolicy=\"no-referrer\"/></p><p>Bloomberg</p><p>Powell isn&#39;t likely to try and back himself into a corner and will likely keep the market guessing by remaining in that data-dependent mode. However, given the data, more rate hikes will be needed.</p><p>If the data this week does show that wage pressures are not abating, that the unemployment rate is historically low, and the US economy is still adding jobs at a very healthy clip, along with all of the recent hotter-than-expected inflation data we have received, it is going to be very hard for the Fed not to keep raising rates.</p><p>It seems to be more of a question of how high those rates have to go. But the longer the data stays hot, the more likely it is that rates on the long end of the curve will continue to rise and do the heavy lifting for the Fed, hopefully making the Fed&#39;s job easier.</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>Brace For Volatility: Powell Testimony And Jobs Report Coming This 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\">\nBrace For Volatility: Powell Testimony And Jobs Report Coming This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-06 23:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4584645-brace-volatility-powell-testimony-jobs-report-this-week><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryIt will be another week of economic data.Additionally, Jay Powell will be speaking in front of Congress.Powell is likely to stay data dependent.However, that data is likely to suggest more rate...</p>\n\n<a href=\"https://seekingalpha.com/article/4584645-brace-volatility-powell-testimony-jobs-report-this-week\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://seekingalpha.com/article/4584645-brace-volatility-powell-testimony-jobs-report-this-week","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1133414956","content_text":"SummaryIt will be another week of economic data.Additionally, Jay Powell will be speaking in front of Congress.Powell is likely to stay data dependent.However, that data is likely to suggest more rate hikes are coming.Every economic data point seems more critical than ever in recent memory. Last week's ISM survey pointed to continued economic strengthening in the US, while the European inflation data indicated that inflation rates are still undesirably high worldwide.The importance of every data point can be seen in the implied volatility curve of the S&P 500. There is a saw-tooth movement in the implied volatility curve with spikes around the jobs report on March 10, the CPI on March 14, and the FOMC meeting on March 22.At least based on the implied volatility curve, the market seems to fear the jobs report this week much more than Jay Powell speaking on Tuesday and Wednesday in front of Congress.BloombergSigns Point To More Strong Job GainsJob growth is expected to be strong again in February. Current estimates are for non-farm payroll to have increased by 215,000, less than January but still a very healthy growth rate. This indicates that the Fed still has much more work to do to bring the labor market back into balance.Last month's job report showed an increase of 517,000, much higher than the estimated 189,000. The services ISM data confirms that the January job data was probably not a fluke. The ISM services employment component showed substantial job gains in February, with the services employment index rising to 54 from 50.The ISM services employment survey appears to trail the non-farm payroll net gains by one month. So while the ISM services survey didn't show significant job gains in January, those significant job gains did show in February. Based on this, it doesn't seem likely to see downward revisions to the January data.BloombergAdditionally, the Homebase Hourly Employees Working also showed gains in January, which also supports the substantial improvements in the employment report, and that strong job gains are likely to continue in February. The Homebase data appears to lead the BLS job report by around one month.BloombergThe Unemployment Rate is Likely To Remain Very LowMeanwhile, unemployment claims have steadily fallen in recent weeks, suggesting that the number of unemployed workers is likely to remain low and that the overall unemployment rate is expected to show little change in February. Estimates are for the unemployment rate to remain unchanged at 3.4% in February.BloombergWages May Rise FasterAverage hourly earnings are expected to increase in February to 4.7% from 4.4% in January. The Atlanta Fed wage growth tracker and the ADP annual pay for job stayers are tracking above the BLS job report wage growth reading over the last several months. But what seems most important here isn't the rate of change but the trend. The trend for the Atlanta Fed and the ADP wage growth suggests a flattening wage growth, not the deceleration witnessed in the BLS average hourly earnings growth. This also indicates that there may be upward pressures on wages in February and possibly even upward revisions when the job report comes out on Friday.BloombergJOLTS Have Been Hard To PredictMeanwhile, JOLTS data, which comes out on Wednesday, is expected to fall to 10.5 million in February from 11.0 million in January. The JOLTS data has been impossible for analysts to predict in recent months. Analysts have consistently underestimated the JOLTS data, which could suggest that the JOLTS data again comes in hotter than expected.BloombergAnalysts may be looking for softer job openings data because the Indeed Job Posting data has fallen dramatically since the beginning of the year. The Indeed Job Posting data has tracked changes in JOLTS data reasonably well over time. More recently, there has been a significant divergence between the two data sets.Mott Capital/Indeed/BloombergPowell To Stay Data DependentThe data suggests that the job market remained hot in February and that wage pressures will not likely subside anytime soon. This will pressure the Fed to try and cool the demand side of the economy, and this type of talk should continue when Jay Powell speaks in front of Congress this week.The market now sees many more rate hikes coming from the Fed. Just on Thursday, Fed board member Christopher Wallernotedthat rates might need to exceed the target of 5.1% to 5.4% in the December summary of economic projection. Given the data, Powell will likely reflect similarly, noting that rates may need to go somewhat higher than expected.The market now sees the terminal rate hitting 5.45% by October and a rate of 5.35% in December. The market has completely removed the odds of a rate cut in 2023. The changes in market perception around rates have changed dramatically over the last month when it saw a terminal rate of just 5.1% by July.BloombergPowell isn't likely to try and back himself into a corner and will likely keep the market guessing by remaining in that data-dependent mode. However, given the data, more rate hikes will be needed.If the data this week does show that wage pressures are not abating, that the unemployment rate is historically low, and the US economy is still adding jobs at a very healthy clip, along with all of the recent hotter-than-expected inflation data we have received, it is going to be very hard for the Fed not to keep raising rates.It seems to be more of a question of how high those rates have to go. But the longer the data stays hot, the more likely it is that rates on the long end of the curve will continue to rise and do the heavy lifting for the Fed, hopefully making the Fed's job easier.","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957500042,"gmtCreate":1677361158287,"gmtModify":1677361163047,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"😂&nbsp;","listText":"😂&nbsp;","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957500042","repostId":"2314332631","repostType":4,"repost":{"id":"2314332631","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":1677281516,"share":"https://www.laohu8.com/m/news/2314332631?lang=&edition=full","pubTime":"2023-02-25 07:31","market":"us","language":"en","title":"Interest-Rate Concerns Push Investors Into Dividend-Paying Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2314332631","media":"Dow Jones","summary":"The prospect of interest rates remaining higher for longer is sending investors scrambling back to d","content":"<html><head></head><body><p>The prospect of interest rates remaining higher for longer is sending investors scrambling back to dividend-paying stocks.</p><p>Investors poured a net $272 million into U.S. mutual and exchange-traded funds that buy dividend-paying stocks in the two weeks ended Wednesday, according to data from Refinitiv Lipper. They added a record $48 billion to such funds in 2022 but pulled $835 million from them in January when shares of speculative companies propelled a market rebound.</p><p>The stock market&#39;s early-year rally has fizzled in recent weeks. A string of stronger-than-expected economic data has forced investors to reconsider their bets that the Federal Reserve is nearing the end of its rate-raising campaign.</p><p>Instead, many now fear the central bank will be forced to continue raising rates and keep them elevated for longer than expected to bring inflation down. The minutes from the Fed&#39;s latest meeting, which were released Wednesday, reinforced those concerns.</p><p>Although higher rates would likely be punishing for the market as a whole, dividend-paying stocks would see another chance to shine. Shares of companies paying big dividends outperformed the broader market last year when red-hot inflation, higher rates and worries about an impending recession weighed on risk assets.</p><p>The S&amp;P 500 <a href=\"https://laohu8.com/S/HTM.AU\">High</a> Dividend Index -- made up of the S&amp;P 500&#39;s top 80 dividend-paying companies -- fell 1.1% including dividends last year, compared with a negative total return of 18% for the broad benchmark. In 2023, the index is up 2.5% but is trailing the S&amp;P 500&#39;s 4.8% advance.</p><p>&#34;I want to get a cash flow and hopefully an increasing cash flow from my investments, just in case the market doesn&#39;t do as well as we think it could,&#34; said Ken Van Leeuwen, founder and chief executive of Van Leeuwen &amp; Co. &#34;In dividend stocks, I get paid to wait.&#34;</p><p>Mr. Van Leeuwen, whose registered investment adviser manages about $350 million in client assets, said he is steering client portfolios to dividend-paying stocks. Over the past month, he bought shares of electrical-components maker Eaton Corp., which has a dividend yield of 2% and has climbed about 10% this year on a total-return basis.</p><p>After falling to start the year, government-bond yields are rising again. The yield on the 10-year U.S. Treasury note settled Friday at 3.948%, above the 3.826% where it ended last year. That has dimmed the allure of shares of fast-growing companies and the other speculative stocks.</p><p>&#34;My view is that what happened in January is essentially a little bit of a junk rally,&#34; said Christopher Huemmer, senior investment strategist for FlexShares Exchange Traded Funds at Northern Trust Asset Management. &#34;However, February is shifting. Equity returns are going to be lower. Dividend income will be a crucial component of total returns.&#34;</p><p>Although many investors and strategists agree that the U.S. is nowhere near a recession, they say dividend-paying stocks serve as a defensive play given the uncertainty facing the current economic, market and geopolitical environment.</p><p>Even if continued interest-rate increases tip the economy into a recession and inflation remains sticky, investors seeking a safe harbor in income-generating stocks should still do well, according to UBS Group AG analysts.</p><p>The S&amp;P 500&#39;s dividends per share will rise 1% this year, despite a potential 11% fall in per-share earnings in a recessionary environment, they forecast in a Tuesday note. A bonus of investing in dividend-paying stocks now: Many of them are trading at a 15% to 20% valuation discount relative to the market, making them attractive bargains that pay a steady cash flow, the analysts added.</p><p>The S&amp;P 500 is trading at 17.7 times its expected earnings over the next 12 months, down from 18.5 times earnings a year ago. That is partly because corporate-profit expectations have fallen sharply. Analysts polled by FactSet expect earnings among companies in the S&amp;P 500 to rise roughly 2.2% this year. That is down from their forecasts for around 9.2% growth at the end of June.</p><p>George Ball, chairman of investment firm Sanders Morris Harris, which manages $4.9 billion in client assets, said his firm has shifted a significant portion of its clients&#39; equity portfolios into stocks with &#34;excellent earnings prospects&#34; and &#34;higher dividend payouts&#34; over the next several quarters.</p><p>In recent weeks, his firm has added to client positions in energy company Enterprise Products Partners LP, which has a dividend yield of 7.6%; Bank of America Corp., which has a yield of 2.6%; and JPMorgan Chase &amp; Co., with a yield of 2.8%.</p><p>However, investors could be burned by dividend-paying stocks if they cut payouts amid economic uncertainty. Intel Corp. said Wednesday it is slashing its dividend by about two-thirds as the chip maker seeks to cut $3 billion in costs this year. Its shares have fallen 55% -- including dividends -- from its 2022 high.</p><p>Although companies with high debt levels and low margins could afford to pay dividends in a low interest-rate environment, their financial health is going to be tested as raw-material and labor costs go up in a rising rate environment, potentially leading to a reduction or elimination of the dividend, said Mr. Huemmer of Northern Trust.</p><p>&#34;Don&#39;t be fooled by dividend growth or consistent dividend payment as proxies for the quality of the company,&#34; he said.</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>Interest-Rate Concerns Push Investors Into Dividend-Paying Stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nInterest-Rate Concerns Push Investors Into Dividend-Paying Stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-02-25 07:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The prospect of interest rates remaining higher for longer is sending investors scrambling back to dividend-paying stocks.</p><p>Investors poured a net $272 million into U.S. mutual and exchange-traded funds that buy dividend-paying stocks in the two weeks ended Wednesday, according to data from Refinitiv Lipper. They added a record $48 billion to such funds in 2022 but pulled $835 million from them in January when shares of speculative companies propelled a market rebound.</p><p>The stock market&#39;s early-year rally has fizzled in recent weeks. A string of stronger-than-expected economic data has forced investors to reconsider their bets that the Federal Reserve is nearing the end of its rate-raising campaign.</p><p>Instead, many now fear the central bank will be forced to continue raising rates and keep them elevated for longer than expected to bring inflation down. The minutes from the Fed&#39;s latest meeting, which were released Wednesday, reinforced those concerns.</p><p>Although higher rates would likely be punishing for the market as a whole, dividend-paying stocks would see another chance to shine. Shares of companies paying big dividends outperformed the broader market last year when red-hot inflation, higher rates and worries about an impending recession weighed on risk assets.</p><p>The S&amp;P 500 <a href=\"https://laohu8.com/S/HTM.AU\">High</a> Dividend Index -- made up of the S&amp;P 500&#39;s top 80 dividend-paying companies -- fell 1.1% including dividends last year, compared with a negative total return of 18% for the broad benchmark. In 2023, the index is up 2.5% but is trailing the S&amp;P 500&#39;s 4.8% advance.</p><p>&#34;I want to get a cash flow and hopefully an increasing cash flow from my investments, just in case the market doesn&#39;t do as well as we think it could,&#34; said Ken Van Leeuwen, founder and chief executive of Van Leeuwen &amp; Co. &#34;In dividend stocks, I get paid to wait.&#34;</p><p>Mr. Van Leeuwen, whose registered investment adviser manages about $350 million in client assets, said he is steering client portfolios to dividend-paying stocks. Over the past month, he bought shares of electrical-components maker Eaton Corp., which has a dividend yield of 2% and has climbed about 10% this year on a total-return basis.</p><p>After falling to start the year, government-bond yields are rising again. The yield on the 10-year U.S. Treasury note settled Friday at 3.948%, above the 3.826% where it ended last year. That has dimmed the allure of shares of fast-growing companies and the other speculative stocks.</p><p>&#34;My view is that what happened in January is essentially a little bit of a junk rally,&#34; said Christopher Huemmer, senior investment strategist for FlexShares Exchange Traded Funds at Northern Trust Asset Management. &#34;However, February is shifting. Equity returns are going to be lower. Dividend income will be a crucial component of total returns.&#34;</p><p>Although many investors and strategists agree that the U.S. is nowhere near a recession, they say dividend-paying stocks serve as a defensive play given the uncertainty facing the current economic, market and geopolitical environment.</p><p>Even if continued interest-rate increases tip the economy into a recession and inflation remains sticky, investors seeking a safe harbor in income-generating stocks should still do well, according to UBS Group AG analysts.</p><p>The S&amp;P 500&#39;s dividends per share will rise 1% this year, despite a potential 11% fall in per-share earnings in a recessionary environment, they forecast in a Tuesday note. A bonus of investing in dividend-paying stocks now: Many of them are trading at a 15% to 20% valuation discount relative to the market, making them attractive bargains that pay a steady cash flow, the analysts added.</p><p>The S&amp;P 500 is trading at 17.7 times its expected earnings over the next 12 months, down from 18.5 times earnings a year ago. That is partly because corporate-profit expectations have fallen sharply. Analysts polled by FactSet expect earnings among companies in the S&amp;P 500 to rise roughly 2.2% this year. That is down from their forecasts for around 9.2% growth at the end of June.</p><p>George Ball, chairman of investment firm Sanders Morris Harris, which manages $4.9 billion in client assets, said his firm has shifted a significant portion of its clients&#39; equity portfolios into stocks with &#34;excellent earnings prospects&#34; and &#34;higher dividend payouts&#34; over the next several quarters.</p><p>In recent weeks, his firm has added to client positions in energy company Enterprise Products Partners LP, which has a dividend yield of 7.6%; Bank of America Corp., which has a yield of 2.6%; and JPMorgan Chase &amp; Co., with a yield of 2.8%.</p><p>However, investors could be burned by dividend-paying stocks if they cut payouts amid economic uncertainty. Intel Corp. said Wednesday it is slashing its dividend by about two-thirds as the chip maker seeks to cut $3 billion in costs this year. Its shares have fallen 55% -- including dividends -- from its 2022 high.</p><p>Although companies with high debt levels and low margins could afford to pay dividends in a low interest-rate environment, their financial health is going to be tested as raw-material and labor costs go up in a rising rate environment, potentially leading to a reduction or elimination of the dividend, said Mr. Huemmer of Northern Trust.</p><p>&#34;Don&#39;t be fooled by dividend growth or consistent dividend payment as proxies for the quality of the company,&#34; he said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ETN":"伊顿","JPM":"摩根大通","BK4211":"区域性银行","BAC":"美国银行","EPD":"Enterprise Products Partners L.P"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2314332631","content_text":"The prospect of interest rates remaining higher for longer is sending investors scrambling back to dividend-paying stocks.Investors poured a net $272 million into U.S. mutual and exchange-traded funds that buy dividend-paying stocks in the two weeks ended Wednesday, according to data from Refinitiv Lipper. They added a record $48 billion to such funds in 2022 but pulled $835 million from them in January when shares of speculative companies propelled a market rebound.The stock market's early-year rally has fizzled in recent weeks. A string of stronger-than-expected economic data has forced investors to reconsider their bets that the Federal Reserve is nearing the end of its rate-raising campaign.Instead, many now fear the central bank will be forced to continue raising rates and keep them elevated for longer than expected to bring inflation down. The minutes from the Fed's latest meeting, which were released Wednesday, reinforced those concerns.Although higher rates would likely be punishing for the market as a whole, dividend-paying stocks would see another chance to shine. Shares of companies paying big dividends outperformed the broader market last year when red-hot inflation, higher rates and worries about an impending recession weighed on risk assets.The S&P 500 High Dividend Index -- made up of the S&P 500's top 80 dividend-paying companies -- fell 1.1% including dividends last year, compared with a negative total return of 18% for the broad benchmark. In 2023, the index is up 2.5% but is trailing the S&P 500's 4.8% advance.\"I want to get a cash flow and hopefully an increasing cash flow from my investments, just in case the market doesn't do as well as we think it could,\" said Ken Van Leeuwen, founder and chief executive of Van Leeuwen & Co. \"In dividend stocks, I get paid to wait.\"Mr. Van Leeuwen, whose registered investment adviser manages about $350 million in client assets, said he is steering client portfolios to dividend-paying stocks. Over the past month, he bought shares of electrical-components maker Eaton Corp., which has a dividend yield of 2% and has climbed about 10% this year on a total-return basis.After falling to start the year, government-bond yields are rising again. The yield on the 10-year U.S. Treasury note settled Friday at 3.948%, above the 3.826% where it ended last year. That has dimmed the allure of shares of fast-growing companies and the other speculative stocks.\"My view is that what happened in January is essentially a little bit of a junk rally,\" said Christopher Huemmer, senior investment strategist for FlexShares Exchange Traded Funds at Northern Trust Asset Management. \"However, February is shifting. Equity returns are going to be lower. Dividend income will be a crucial component of total returns.\"Although many investors and strategists agree that the U.S. is nowhere near a recession, they say dividend-paying stocks serve as a defensive play given the uncertainty facing the current economic, market and geopolitical environment.Even if continued interest-rate increases tip the economy into a recession and inflation remains sticky, investors seeking a safe harbor in income-generating stocks should still do well, according to UBS Group AG analysts.The S&P 500's dividends per share will rise 1% this year, despite a potential 11% fall in per-share earnings in a recessionary environment, they forecast in a Tuesday note. A bonus of investing in dividend-paying stocks now: Many of them are trading at a 15% to 20% valuation discount relative to the market, making them attractive bargains that pay a steady cash flow, the analysts added.The S&P 500 is trading at 17.7 times its expected earnings over the next 12 months, down from 18.5 times earnings a year ago. That is partly because corporate-profit expectations have fallen sharply. Analysts polled by FactSet expect earnings among companies in the S&P 500 to rise roughly 2.2% this year. That is down from their forecasts for around 9.2% growth at the end of June.George Ball, chairman of investment firm Sanders Morris Harris, which manages $4.9 billion in client assets, said his firm has shifted a significant portion of its clients' equity portfolios into stocks with \"excellent earnings prospects\" and \"higher dividend payouts\" over the next several quarters.In recent weeks, his firm has added to client positions in energy company Enterprise Products Partners LP, which has a dividend yield of 7.6%; Bank of America Corp., which has a yield of 2.6%; and JPMorgan Chase & Co., with a yield of 2.8%.However, investors could be burned by dividend-paying stocks if they cut payouts amid economic uncertainty. Intel Corp. said Wednesday it is slashing its dividend by about two-thirds as the chip maker seeks to cut $3 billion in costs this year. Its shares have fallen 55% -- including dividends -- from its 2022 high.Although companies with high debt levels and low margins could afford to pay dividends in a low interest-rate environment, their financial health is going to be tested as raw-material and labor costs go up in a rising rate environment, potentially leading to a reduction or elimination of the dividend, said Mr. Huemmer of Northern Trust.\"Don't be fooled by dividend growth or consistent dividend payment as proxies for the quality of the company,\" he said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952534991,"gmtCreate":1674799880914,"gmtModify":1676538959779,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"😂&nbsp;","listText":"😂&nbsp;","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952534991","repostId":"9952532492","repostType":1,"repost":{"id":9952532492,"gmtCreate":1674799477716,"gmtModify":1676538959738,"author":{"id":"3586127272341946","authorId":"3586127272341946","name":"StickyRice","avatar":"https://community-static.tradeup.com/news/93860c945685006c561393099fa7ee30","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"Exxon confirms fifth oil production project in Guyana, considering more blocks Exxon Mobil<a href=\"https://ttm.financial/S/XOM\">$Exxon Mobil(XOM)$&nbsp;</a>confirms it is preparing to approve its fifth oil production project in Guyana and may take additional exploration acreage, Alistair Routledge, head of the company's Guyana operations, told Reuters in an interview. The proposed fifth development, at the Uaru oilfield, would pump ~250K bbl/day of oil at its peak and be the Exxon-led consortium's largest and most expensive project, outstripping the $10B cost of the fourth project. The development will cost ~$12.7B, according to an estimate prepared for Guyana's Environmental Protection Agency, 27% more than Exxon's (XOM) fourth development, with first oil projected to flow by 2027 and con","listText":"Exxon confirms fifth oil production project in Guyana, considering more blocks Exxon Mobil<a href=\"https://ttm.financial/S/XOM\">$Exxon Mobil(XOM)$&nbsp;</a>confirms it is preparing to approve its fifth oil production project in Guyana and may take additional exploration acreage, Alistair Routledge, head of the company's Guyana operations, told Reuters in an interview. The proposed fifth development, at the Uaru oilfield, would pump ~250K bbl/day of oil at its peak and be the Exxon-led consortium's largest and most expensive project, outstripping the $10B cost of the fourth project. The development will cost ~$12.7B, according to an estimate prepared for Guyana's Environmental Protection Agency, 27% more than Exxon's (XOM) fourth development, with first oil projected to flow by 2027 and con","text":"Exxon confirms fifth oil production project in Guyana, considering more blocks Exxon Mobil$Exxon Mobil(XOM)$ confirms it is preparing to approve its fifth oil production project in Guyana and may take additional exploration acreage, Alistair Routledge, head of the company's Guyana operations, told Reuters in an interview. The proposed fifth development, at the Uaru oilfield, would pump ~250K bbl/day of oil at its peak and be the Exxon-led consortium's largest and most expensive project, outstripping the $10B cost of the fourth project. The development will cost ~$12.7B, according to an estimate prepared for Guyana's Environmental Protection Agency, 27% more than Exxon's (XOM) fourth development, with first oil projected to flow by 2027 and con","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952532492","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952328301,"gmtCreate":1674476111704,"gmtModify":1676538941961,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952328301","repostId":"9952321208","repostType":1,"repost":{"id":9952321208,"gmtCreate":1674475782204,"gmtModify":1676538941945,"author":{"id":"3581557180344145","authorId":"3581557180344145","name":"Dogecake","avatar":"https://static.tigerbbs.com/d76d36c16d4030fabec7511a03e9c987","crmLevel":7,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"0\"></v-v>🥸😍🥸🥸😍😍😚🤪🤪😍🤪🤪😍🤪🥸😍😍🤪😍🥸😍🥸🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪🥸🥸🥸🤪🤪🤪🥸🥸🤩🤩🤩🤩🤩🤨🥸🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪😍🤪😍🤪😍🤪🤪😍🤪🤨😍🤪🥰🤪🤪😍🤪🤪🤪😍🤪😍🥸😚😎😙😎😙😜😌😜😌😜😌😎😍😜😍😜😍","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"0\"></v-v>🥸😍🥸🥸😍😍😚🤪🤪😍🤪🤪😍🤪🥸😍😍🤪😍🥸😍🥸🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪🥸🥸🥸🤪🤪🤪🥸🥸🤩🤩🤩🤩🤩🤨🥸🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪😍🤪😍🤪😍🤪🤪😍🤪🤨😍🤪🥰🤪🤪😍🤪🤪🤪😍🤪😍🥸😚😎😙😎😙😜😌😜😌😜😌😎😍😜😍😜😍","text":"$Microsoft(MSFT)$ 🥸😍🥸🥸😍😍😚🤪🤪😍🤪🤪😍🤪🥸😍😍🤪😍🥸😍🥸🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪🥸🥸🥸🤪🤪🤪🥸🥸🤩🤩🤩🤩🤩🤨🥸🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪🤪😍🤪😍🤪😍🤪🤪😍🤪🤨😍🤪🥰🤪🤪😍🤪🤪🤪😍🤪😍🥸😚😎😙😎😙😜😌😜😌😜😌😎😍😜😍😜😍","images":[{"img":"https://community-static.tradeup.com/news/fcb2eeef60186581b63986bdafde06a8","width":"1170","height":"2067"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9952321208","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9952979801,"gmtCreate":1674405751403,"gmtModify":1676538939515,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9952979801","repostId":"2305911458","repostType":4,"repost":{"id":"2305911458","pubTimestamp":1674381147,"share":"https://www.laohu8.com/m/news/2305911458?lang=&edition=full","pubTime":"2023-01-22 17:52","market":"us","language":"en","title":"Microsoft Kicks Off Tech Earnings Set to Slump Most Since 2016","url":"https://stock-news.laohu8.com/highlight/detail?id=2305911458","media":"Bloomberg","summary":"Tech companies are cutting costs into crucial reporting seasonAnalysts have slashed earnings estimat","content":"<html><head></head><body><ul><li>Tech companies are cutting costs into crucial reporting season</li><li>Analysts have slashed earnings estimates on sector for months</li></ul><p>(Bloomberg) -- US technology stocks are about to hit their next hurdle when earnings season for the most influential segment of the S&amp;P 500 Index gets underway in the coming week: vanishing profits.</p><p>The tech-heavy Nasdaq 100 Stock Index enters this crucial stretch amid a darkening backdrop that short-circuited a strong start to the year. Underscoring the risks ahead, Microsoft Corp., which kicks off the group’s reporting Tuesday, joined Amazon.com Inc. in starting to cut thousands of jobs this week as sales slow. Google parent Alphabet Inc. followed with plans of its own to shrink its workforce.</p><p>Wall Street has been slashing earnings estimates for months for the tech sector, which is projected to be the biggest drag on S&amp;P 500 profits in the fourth quarter, data compiled by Bloomberg Intelligence show. The danger for investors, however, is that analysts still prove too optimistic, with demand for the industry’s products crumbling as the economy cools.</p><p>“Tech is driving a lot of the overall earnings recession that we’re seeing in the S&amp;P,” said Michael Casper, an equity strategist with Bloomberg Intelligence. “While there’s a lot baked in, depending on if this recession does emerge and how badly it occurs, there is certainly some negative revision risk for the sector still.”</p><p><img src=\"https://static.tigerbbs.com/4edfb26c00cf045058974ff11bc9be05\" tg-width=\"643\" tg-height=\"416\" referrerpolicy=\"no-referrer\"/></p><p>Firms including Texas Instruments Inc., Lam Research Corp. and Intel Corp. also report next week. Apple Inc., Alphabet and other behemoths announce the week after. The group has huge sway over the path of the overall market, with info-tech accounting for more than 25% of the S&amp;P 500’s market capitalization.</p><p>Fourth-quarter earnings for tech firms in the benchmark are projected to drop 9.2% from the same period a year earlier, the steepest slide since 2016, data compiled by BI show. The speed of the deterioration in sentiment is notable: Three months ago, Wall Street merely saw profits coming in flat.</p><p>Revenue growth for these companies is fading relative to the past couple of years, when the pandemic and ensuing lockdowns supercharged sales for everything from digital services to personal computers and the components that power them. Higher costs are also squeezing profits.</p><h3>Valuation Concerns</h3><p>The concern, however, is that valuations are still far from cheap despite last year’s 33% tumble in the Nasdaq 100. The gauge is priced at about 21 times profits projected over the next 12 months, compared with an average of 20.5 for the past decade, and further estimate cuts would only make it look more expensive. The multiple bottomed at 17.7 in 2020 and at 11.3 in 2011, in the wake of the recession that ended in 2009.</p><p>Still, for Sameer Bhasin, principal at Value Point Capital, most of the bad news has been priced in. He anticipates that first-quarter profit estimates may have further to fall, but says some of the fears are overblown.</p><p>“Tech isn’t suffering from an industry demand issue, it’s suffering more from a digestion of the excesses that were built in during the pandemic,” he said. “There’s money on the sidelines that is waiting to be put back into the sector.”</p><p>Analysts anticipate that tech profits will return to growth in the second half of the year, data compiled by BI show. That will make executives’ outlooks for the full year all the more critical for stocks.</p><p>As earnings roll in over the next few weeks, investors will have plenty of risks to monitor.</p><p>Among them are the possibility that inflation proves to be more entrenched than many expect, as well as the effect of higher rates on profits, says Nick Getaz, a portfolio manager of the Franklin Rising Dividends Fund.</p><p>“Monetary policy has a lag and we’re likely still in the window of that,” he said. “We haven’t seen the earnings impact you’d expect to see from rate hikes.”</p><p><img src=\"https://static.tigerbbs.com/da4a32de8b29ea67916c3ed728c5907c\" tg-width=\"657\" tg-height=\"508\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Microsoft Kicks Off Tech Earnings Set to Slump Most Since 2016</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicrosoft Kicks Off Tech Earnings Set to Slump Most Since 2016\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-22 17:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/microsoft-kicks-off-tech-earnings-153000956.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tech companies are cutting costs into crucial reporting seasonAnalysts have slashed earnings estimates on sector for months(Bloomberg) -- US technology stocks are about to hit their next hurdle when ...</p>\n\n<a href=\"https://finance.yahoo.com/news/microsoft-kicks-off-tech-earnings-153000956.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GOOG":"谷歌","GOOGL":"谷歌A","MSFT":"微软"},"source_url":"https://finance.yahoo.com/news/microsoft-kicks-off-tech-earnings-153000956.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2305911458","content_text":"Tech companies are cutting costs into crucial reporting seasonAnalysts have slashed earnings estimates on sector for months(Bloomberg) -- US technology stocks are about to hit their next hurdle when earnings season for the most influential segment of the S&P 500 Index gets underway in the coming week: vanishing profits.The tech-heavy Nasdaq 100 Stock Index enters this crucial stretch amid a darkening backdrop that short-circuited a strong start to the year. Underscoring the risks ahead, Microsoft Corp., which kicks off the group’s reporting Tuesday, joined Amazon.com Inc. in starting to cut thousands of jobs this week as sales slow. Google parent Alphabet Inc. followed with plans of its own to shrink its workforce.Wall Street has been slashing earnings estimates for months for the tech sector, which is projected to be the biggest drag on S&P 500 profits in the fourth quarter, data compiled by Bloomberg Intelligence show. The danger for investors, however, is that analysts still prove too optimistic, with demand for the industry’s products crumbling as the economy cools.“Tech is driving a lot of the overall earnings recession that we’re seeing in the S&P,” said Michael Casper, an equity strategist with Bloomberg Intelligence. “While there’s a lot baked in, depending on if this recession does emerge and how badly it occurs, there is certainly some negative revision risk for the sector still.”Firms including Texas Instruments Inc., Lam Research Corp. and Intel Corp. also report next week. Apple Inc., Alphabet and other behemoths announce the week after. The group has huge sway over the path of the overall market, with info-tech accounting for more than 25% of the S&P 500’s market capitalization.Fourth-quarter earnings for tech firms in the benchmark are projected to drop 9.2% from the same period a year earlier, the steepest slide since 2016, data compiled by BI show. The speed of the deterioration in sentiment is notable: Three months ago, Wall Street merely saw profits coming in flat.Revenue growth for these companies is fading relative to the past couple of years, when the pandemic and ensuing lockdowns supercharged sales for everything from digital services to personal computers and the components that power them. Higher costs are also squeezing profits.Valuation ConcernsThe concern, however, is that valuations are still far from cheap despite last year’s 33% tumble in the Nasdaq 100. The gauge is priced at about 21 times profits projected over the next 12 months, compared with an average of 20.5 for the past decade, and further estimate cuts would only make it look more expensive. The multiple bottomed at 17.7 in 2020 and at 11.3 in 2011, in the wake of the recession that ended in 2009.Still, for Sameer Bhasin, principal at Value Point Capital, most of the bad news has been priced in. He anticipates that first-quarter profit estimates may have further to fall, but says some of the fears are overblown.“Tech isn’t suffering from an industry demand issue, it’s suffering more from a digestion of the excesses that were built in during the pandemic,” he said. “There’s money on the sidelines that is waiting to be put back into the sector.”Analysts anticipate that tech profits will return to growth in the second half of the year, data compiled by BI show. That will make executives’ outlooks for the full year all the more critical for stocks.As earnings roll in over the next few weeks, investors will have plenty of risks to monitor.Among them are the possibility that inflation proves to be more entrenched than many expect, as well as the effect of higher rates on profits, says Nick Getaz, a portfolio manager of the Franklin Rising Dividends Fund.“Monetary policy has a lag and we’re likely still in the window of that,” he said. “We haven’t seen the earnings impact you’d expect to see from rate hikes.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956424483,"gmtCreate":1674151825542,"gmtModify":1676538926985,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"😂&nbsp;","listText":"😂&nbsp;","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9956424483","repostId":"1139589293","repostType":4,"isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958445439,"gmtCreate":1673811903521,"gmtModify":1676538888435,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9958445439","repostId":"1152326565","repostType":4,"repost":{"id":"1152326565","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":1673754668,"share":"https://www.laohu8.com/m/news/1152326565?lang=&edition=full","pubTime":"2023-01-15 11:51","market":"us","language":"en","title":"Tesla Q4 Earnings Preview: Focus on the Intense Competition in Chinese Market and Economic Recession","url":"https://stock-news.laohu8.com/highlight/detail?id=1152326565","media":"Tiger Newspress","summary":"Wall Street forecasts Tesla’s 2022 full-year earnings advancing 80% to $4.07 per share, after surgin","content":"<html><head></head><body><blockquote>Wall Street forecasts Tesla’s 2022 full-year earnings advancing 80% to $4.07 per share, after surging 202% in 2021. Sales should jump 55% to $83.3 billion, down from a 71% gain in 2021.</blockquote><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> is scheduled to announce Q4 earnings results after the market closes on Wednesday, January 25.</p><h2>Latest Results</h2><p>It posted quarterly revenue of $21.5 billion, its highest ever, up from around $13.8 billion in Q3 2021, and generated nearly $3.3 billion in quarterly profit.</p><h2>Q4 Guidance</h2><p>It expected to finish the year just shy of its 2022 target of boosting vehicle deliveries by 50%, and Musk floated the idea of a buyback of around $5 billion to $10 billion in 2023.</p><p>Wall Street forecasts 2022 full-year earnings advancing 80% to $4.07 per share, after surging 202% in 2021. Sales should jump 55% to $83.3 billion, down from a 71% gain in 2021.</p><h2>Tesla Set Record With 405,278 Deliveries in Q4, but Missed Estimates</h2><p>It produced over 439,000 vehicles and delivered over 405,000 vehicles in Q4, missing Bloomberg&#39;s estimate of 420,760. The delivery of 405,278 vehicles represents 31% Y/Y growth.</p><p>The total vehicle deliveries grew 40% Y/Y to 1.31M, while production grew 47% Y/Y to 1.37M in FY22.</p><h2>Different Competitive Landscapes in the Chinese and American Markets</h2><p>Throughout North America, EV competition remains relatively light. And in the U.S., new EV credits should bolster Tesla&#39;s demand in 2023.</p><p>The bottom line is that volume EV production, especially of head-to-head rivals to Tesla vehicles, may not come until 2024 or later.</p><p>But overall competition to win over American car buyers will heat up. Total U.S. auto production should pick up in 2023 as chip shortages and other supply chain woes fade. Prices of used cars, including Tesla EVs, are coming down.</p><p>While in China, vehicles including the BYD Seal, Nio ET5 and other EVs are taking on the popular Tesla Model 3. The higher-margin Model Y faces relatively less competition in China, but that could change in 2023. BYD, Nio, Li Auto, XPeng, Zeekr and others are looking to move into Tesla&#39;s affordable luxury space. Meanwhile, the Tesla Model 3 and Y are starting to age.</p><p>Another thing to mention is that Tesla has cut prices in the United States, Germany, China and other Asian markets, the move marked a reversal in Tesla&#39;s largest markets from the strategy it had pursued through much of 2022 when demand was strong and average sale prices for its electric vehicles had been trending higher.</p><h2>Will Musk Really Stop Selling Tesla Stocks After Liquidating Over $39 Billion?</h2><p>Musk signaled he wouldn’t sell any Tesla stock for a minimum of 18 months to 24 months on Twitter. He has liquidated more than $39 billion in the company’s shares since the stock peaked in November 2021.</p><p>This isn&#39;t the first time Musk has vowed not to sell more Tesla stock this year. In August, after selling more than $8 billion worth of Tesla stock to help finance his purchase of Twitter, Musk tweeted, &#34;no further TSLA sales planned after today.&#34;</p><p>Also, he raised doubts about near-term demand and the timing of a potential share repurchase by the company mentioned in October.</p><h2>Analyst Opinions</h2><p>Deutsche Bank analyst Emmanuel Rosner lowered its price target to $250 from $270 and reiterated the Buy rating, he lowered the Q4 revenue forecast from $23.5bn to $23bn and cut gross margin slightly more to 26.3%(ex-credit), and he was tweaking down 2023 deliveries estimate to 1.84m units, and revenue to $100.7 billion.</p><p>Goldman Sachs analyst Mark Delaney offered the price target of $205 and the Buy rating, he lowered its 2023 delivery estimate from 1.85 million to 1.8 million and noted that the potential for the Chinese market to strengthen over the course of 2023 and new credits like the IRA should be positive.</p><p>Mizuho analyst Vijay Rakesh maintained a Buy rating but lowered the price target from $285 to $250, Rakesh believed concerns remain around a weakening consumer driven by rising interest rates and broader macro concerns, which could continue to be a headwind in 2023H1.</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 Q4 Earnings Preview: Focus on the Intense Competition in Chinese Market and Economic Recession</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 Q4 Earnings Preview: Focus on the Intense Competition in Chinese Market and Economic Recession\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\">2023-01-15 11:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>Wall Street forecasts Tesla’s 2022 full-year earnings advancing 80% to $4.07 per share, after surging 202% in 2021. Sales should jump 55% to $83.3 billion, down from a 71% gain in 2021.</blockquote><p><b><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a></b> is scheduled to announce Q4 earnings results after the market closes on Wednesday, January 25.</p><h2>Latest Results</h2><p>It posted quarterly revenue of $21.5 billion, its highest ever, up from around $13.8 billion in Q3 2021, and generated nearly $3.3 billion in quarterly profit.</p><h2>Q4 Guidance</h2><p>It expected to finish the year just shy of its 2022 target of boosting vehicle deliveries by 50%, and Musk floated the idea of a buyback of around $5 billion to $10 billion in 2023.</p><p>Wall Street forecasts 2022 full-year earnings advancing 80% to $4.07 per share, after surging 202% in 2021. Sales should jump 55% to $83.3 billion, down from a 71% gain in 2021.</p><h2>Tesla Set Record With 405,278 Deliveries in Q4, but Missed Estimates</h2><p>It produced over 439,000 vehicles and delivered over 405,000 vehicles in Q4, missing Bloomberg&#39;s estimate of 420,760. The delivery of 405,278 vehicles represents 31% Y/Y growth.</p><p>The total vehicle deliveries grew 40% Y/Y to 1.31M, while production grew 47% Y/Y to 1.37M in FY22.</p><h2>Different Competitive Landscapes in the Chinese and American Markets</h2><p>Throughout North America, EV competition remains relatively light. And in the U.S., new EV credits should bolster Tesla&#39;s demand in 2023.</p><p>The bottom line is that volume EV production, especially of head-to-head rivals to Tesla vehicles, may not come until 2024 or later.</p><p>But overall competition to win over American car buyers will heat up. Total U.S. auto production should pick up in 2023 as chip shortages and other supply chain woes fade. Prices of used cars, including Tesla EVs, are coming down.</p><p>While in China, vehicles including the BYD Seal, Nio ET5 and other EVs are taking on the popular Tesla Model 3. The higher-margin Model Y faces relatively less competition in China, but that could change in 2023. BYD, Nio, Li Auto, XPeng, Zeekr and others are looking to move into Tesla&#39;s affordable luxury space. Meanwhile, the Tesla Model 3 and Y are starting to age.</p><p>Another thing to mention is that Tesla has cut prices in the United States, Germany, China and other Asian markets, the move marked a reversal in Tesla&#39;s largest markets from the strategy it had pursued through much of 2022 when demand was strong and average sale prices for its electric vehicles had been trending higher.</p><h2>Will Musk Really Stop Selling Tesla Stocks After Liquidating Over $39 Billion?</h2><p>Musk signaled he wouldn’t sell any Tesla stock for a minimum of 18 months to 24 months on Twitter. He has liquidated more than $39 billion in the company’s shares since the stock peaked in November 2021.</p><p>This isn&#39;t the first time Musk has vowed not to sell more Tesla stock this year. In August, after selling more than $8 billion worth of Tesla stock to help finance his purchase of Twitter, Musk tweeted, &#34;no further TSLA sales planned after today.&#34;</p><p>Also, he raised doubts about near-term demand and the timing of a potential share repurchase by the company mentioned in October.</p><h2>Analyst Opinions</h2><p>Deutsche Bank analyst Emmanuel Rosner lowered its price target to $250 from $270 and reiterated the Buy rating, he lowered the Q4 revenue forecast from $23.5bn to $23bn and cut gross margin slightly more to 26.3%(ex-credit), and he was tweaking down 2023 deliveries estimate to 1.84m units, and revenue to $100.7 billion.</p><p>Goldman Sachs analyst Mark Delaney offered the price target of $205 and the Buy rating, he lowered its 2023 delivery estimate from 1.85 million to 1.8 million and noted that the potential for the Chinese market to strengthen over the course of 2023 and new credits like the IRA should be positive.</p><p>Mizuho analyst Vijay Rakesh maintained a Buy rating but lowered the price target from $285 to $250, Rakesh believed concerns remain around a weakening consumer driven by rising interest rates and broader macro concerns, which could continue to be a headwind in 2023H1.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152326565","content_text":"Wall Street forecasts Tesla’s 2022 full-year earnings advancing 80% to $4.07 per share, after surging 202% in 2021. Sales should jump 55% to $83.3 billion, down from a 71% gain in 2021.Tesla Motors is scheduled to announce Q4 earnings results after the market closes on Wednesday, January 25.Latest ResultsIt posted quarterly revenue of $21.5 billion, its highest ever, up from around $13.8 billion in Q3 2021, and generated nearly $3.3 billion in quarterly profit.Q4 GuidanceIt expected to finish the year just shy of its 2022 target of boosting vehicle deliveries by 50%, and Musk floated the idea of a buyback of around $5 billion to $10 billion in 2023.Wall Street forecasts 2022 full-year earnings advancing 80% to $4.07 per share, after surging 202% in 2021. Sales should jump 55% to $83.3 billion, down from a 71% gain in 2021.Tesla Set Record With 405,278 Deliveries in Q4, but Missed EstimatesIt produced over 439,000 vehicles and delivered over 405,000 vehicles in Q4, missing Bloomberg's estimate of 420,760. The delivery of 405,278 vehicles represents 31% Y/Y growth.The total vehicle deliveries grew 40% Y/Y to 1.31M, while production grew 47% Y/Y to 1.37M in FY22.Different Competitive Landscapes in the Chinese and American MarketsThroughout North America, EV competition remains relatively light. And in the U.S., new EV credits should bolster Tesla's demand in 2023.The bottom line is that volume EV production, especially of head-to-head rivals to Tesla vehicles, may not come until 2024 or later.But overall competition to win over American car buyers will heat up. Total U.S. auto production should pick up in 2023 as chip shortages and other supply chain woes fade. Prices of used cars, including Tesla EVs, are coming down.While in China, vehicles including the BYD Seal, Nio ET5 and other EVs are taking on the popular Tesla Model 3. The higher-margin Model Y faces relatively less competition in China, but that could change in 2023. BYD, Nio, Li Auto, XPeng, Zeekr and others are looking to move into Tesla's affordable luxury space. Meanwhile, the Tesla Model 3 and Y are starting to age.Another thing to mention is that Tesla has cut prices in the United States, Germany, China and other Asian markets, the move marked a reversal in Tesla's largest markets from the strategy it had pursued through much of 2022 when demand was strong and average sale prices for its electric vehicles had been trending higher.Will Musk Really Stop Selling Tesla Stocks After Liquidating Over $39 Billion?Musk signaled he wouldn’t sell any Tesla stock for a minimum of 18 months to 24 months on Twitter. He has liquidated more than $39 billion in the company’s shares since the stock peaked in November 2021.This isn't the first time Musk has vowed not to sell more Tesla stock this year. In August, after selling more than $8 billion worth of Tesla stock to help finance his purchase of Twitter, Musk tweeted, \"no further TSLA sales planned after today.\"Also, he raised doubts about near-term demand and the timing of a potential share repurchase by the company mentioned in October.Analyst OpinionsDeutsche Bank analyst Emmanuel Rosner lowered its price target to $250 from $270 and reiterated the Buy rating, he lowered the Q4 revenue forecast from $23.5bn to $23bn and cut gross margin slightly more to 26.3%(ex-credit), and he was tweaking down 2023 deliveries estimate to 1.84m units, and revenue to $100.7 billion.Goldman Sachs analyst Mark Delaney offered the price target of $205 and the Buy rating, he lowered its 2023 delivery estimate from 1.85 million to 1.8 million and noted that the potential for the Chinese market to strengthen over the course of 2023 and new credits like the IRA should be positive.Mizuho analyst Vijay Rakesh maintained a Buy rating but lowered the price target from $285 to $250, Rakesh believed concerns remain around a weakening consumer driven by rising interest rates and broader macro concerns, which could continue to be a headwind in 2023H1.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9958364522,"gmtCreate":1673637517467,"gmtModify":1676538868917,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958364522","repostId":"9958339837","repostType":1,"repost":{"id":9958339837,"gmtCreate":1673626449529,"gmtModify":1676538867411,"author":{"id":"10000000000010714","authorId":"10000000000010714","name":"HueFin News","avatar":"https://community-static.tradeup.com/news/525ab01de57ae269d24770433c37e0ed","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"\n \n \n  Tesla Stock Fan Sees $1.5 Million Wiped Away!!! TSLA Stock Prediction Now!!!\n \n","listText":"Tesla Stock Fan Sees $1.5 Million Wiped Away!!! TSLA Stock Prediction Now!!!","text":"Tesla Stock Fan Sees $1.5 Million Wiped Away!!! TSLA Stock Prediction Now!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9958339837","isVote":1,"tweetType":2,"object":{"id":"6884012b54534d8daf6becc818bbde76","tweetId":"9958339837","title":"Tesla Stock Fan Sees $1.5 Million Wiped Away!!! TSLA Stock Prediction Now!!!","videoUrl":"http://v.tigerbbs.com/16736264408710decd17b42d71532b35dd0cc8e7d6beb.mp4","poster":"https://static.tigerbbs.com/514e840c2548cde751817d30c8202003","shareLink":"http://v.tigerbbs.com/16736264408710decd17b42d71532b35dd0cc8e7d6beb.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950144495,"gmtCreate":1672707681018,"gmtModify":1676538722547,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9950144495","repostId":"1177934568","repostType":4,"repost":{"id":"1177934568","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":1672701185,"share":"https://www.laohu8.com/m/news/1177934568?lang=&edition=full","pubTime":"2023-01-03 07:13","market":"us","language":"en","title":"2022 Recap: Futures Market Performance","url":"https://stock-news.laohu8.com/highlight/detail?id=1177934568","media":"Tiger Newspress","summary":"Nickel future soared over 44% as global demand for nickel rose on EV boom. Brent gained 11% while U.","content":"<html><head></head><body><p>Nickel future soared over 44% as global demand for nickel rose on EV boom. <a href=\"https://laohu8.com/FUT/BZmain\">Brent</a> gained 11% while <a href=\"https://laohu8.com/FUT/CLmain\">U.S. crude</a> rose nearly 7%. Bitcoin future tumbled 64% amid a rough year for crypto prices.</p><p><img src=\"https://static.tigerbbs.com/c073bd641dd79c00725468ff45e05962\" tg-width=\"750\" tg-height=\"1580\" referrerpolicy=\"no-referrer\"/>The market for nickel is already being transformed as car batteries take over from stainless steel as the major growth market. The world’s biggest miner predicts nine in 10 cars sold by 2040 will be EVs, helping to boost worldwide usage of key battery materials including nickel.</p><p>Oil prices swung wildly in 2022, climbing on tight supplies amid the war in Ukraine, then sliding on worries of an economic contraction, but closed the year with a second straight annual gain.</p><p>Prices surged in March as Russia&#39;s invasion of Ukraine upended global crude flows, with international benchmark Brent reaching $139.13 a barrel, highest since 2008. Prices cooled rapidly in the second half as central banks hiked interest rates and fanned worries of recession.</p><p>&#34;This has been an extraordinary year for commodity markets, with supply risks leading to increased volatility and elevated prices,&#34; said ING analyst Ewa Manthey. &#34;Next year is set to be another year of uncertainty, with plenty of volatility,&#34; she said.</p><p>For the year, <a href=\"https://laohu8.com/FUT/BZmain\">Brent</a> gained about 11%. <a href=\"https://laohu8.com/FUT/CLmain\">U.S. crude</a> rose nearly 7% in 2022. Both benchmarks fell sharply in 2020 as the COVID-19 pandemic slashed fuel demand. Investors in 2023 are expected to keep taking a cautious approach, wary of interest rate hikes and possible recessions.</p><p>Natural gas markets ended 2022 with strong gains after a global energy crisis triggered by the Russia-Ukraine war stoked prices, and tighter supplies expected in 2023 could fuel more gains. <a href=\"https://laohu8.com/FUT/NGmain\">U.S. gas futures</a> jumped by 17.8%, up for a third consecutive year.</p><p><a href=\"https://laohu8.com/FUT/ZSmain\">Soybeans</a> and <a href=\"https://laohu8.com/FUT/ZCmain\">corn</a> both ended the year up around 14%, as severe drought in Argentina raised concerns about South America&#39;s crop. Going forward, food-commodity prices are likely to stay elevated. Wheat production is unlikely to replenish depleted world inventories, at least in the first half of 2023, while crops producing edible oils are suffering from adverse weather in Latin America and Southeast Asia.</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>2022 Recap: Futures Market Performance</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\">\n2022 Recap: Futures Market Performance\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\">2023-01-03 07:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nickel future soared over 44% as global demand for nickel rose on EV boom. <a href=\"https://laohu8.com/FUT/BZmain\">Brent</a> gained 11% while <a href=\"https://laohu8.com/FUT/CLmain\">U.S. crude</a> rose nearly 7%. Bitcoin future tumbled 64% amid a rough year for crypto prices.</p><p><img src=\"https://static.tigerbbs.com/c073bd641dd79c00725468ff45e05962\" tg-width=\"750\" tg-height=\"1580\" referrerpolicy=\"no-referrer\"/>The market for nickel is already being transformed as car batteries take over from stainless steel as the major growth market. The world’s biggest miner predicts nine in 10 cars sold by 2040 will be EVs, helping to boost worldwide usage of key battery materials including nickel.</p><p>Oil prices swung wildly in 2022, climbing on tight supplies amid the war in Ukraine, then sliding on worries of an economic contraction, but closed the year with a second straight annual gain.</p><p>Prices surged in March as Russia&#39;s invasion of Ukraine upended global crude flows, with international benchmark Brent reaching $139.13 a barrel, highest since 2008. Prices cooled rapidly in the second half as central banks hiked interest rates and fanned worries of recession.</p><p>&#34;This has been an extraordinary year for commodity markets, with supply risks leading to increased volatility and elevated prices,&#34; said ING analyst Ewa Manthey. &#34;Next year is set to be another year of uncertainty, with plenty of volatility,&#34; she said.</p><p>For the year, <a href=\"https://laohu8.com/FUT/BZmain\">Brent</a> gained about 11%. <a href=\"https://laohu8.com/FUT/CLmain\">U.S. crude</a> rose nearly 7% in 2022. Both benchmarks fell sharply in 2020 as the COVID-19 pandemic slashed fuel demand. Investors in 2023 are expected to keep taking a cautious approach, wary of interest rate hikes and possible recessions.</p><p>Natural gas markets ended 2022 with strong gains after a global energy crisis triggered by the Russia-Ukraine war stoked prices, and tighter supplies expected in 2023 could fuel more gains. <a href=\"https://laohu8.com/FUT/NGmain\">U.S. gas futures</a> jumped by 17.8%, up for a third consecutive year.</p><p><a href=\"https://laohu8.com/FUT/ZSmain\">Soybeans</a> and <a href=\"https://laohu8.com/FUT/ZCmain\">corn</a> both ended the year up around 14%, as severe drought in Argentina raised concerns about South America&#39;s crop. Going forward, food-commodity prices are likely to stay elevated. Wheat production is unlikely to replenish depleted world inventories, at least in the first half of 2023, while crops producing edible oils are suffering from adverse weather in Latin America and Southeast Asia.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177934568","content_text":"Nickel future soared over 44% as global demand for nickel rose on EV boom. Brent gained 11% while U.S. crude rose nearly 7%. Bitcoin future tumbled 64% amid a rough year for crypto prices.The market for nickel is already being transformed as car batteries take over from stainless steel as the major growth market. The world’s biggest miner predicts nine in 10 cars sold by 2040 will be EVs, helping to boost worldwide usage of key battery materials including nickel.Oil prices swung wildly in 2022, climbing on tight supplies amid the war in Ukraine, then sliding on worries of an economic contraction, but closed the year with a second straight annual gain.Prices surged in March as Russia's invasion of Ukraine upended global crude flows, with international benchmark Brent reaching $139.13 a barrel, highest since 2008. Prices cooled rapidly in the second half as central banks hiked interest rates and fanned worries of recession.\"This has been an extraordinary year for commodity markets, with supply risks leading to increased volatility and elevated prices,\" said ING analyst Ewa Manthey. \"Next year is set to be another year of uncertainty, with plenty of volatility,\" she said.For the year, Brent gained about 11%. U.S. crude rose nearly 7% in 2022. Both benchmarks fell sharply in 2020 as the COVID-19 pandemic slashed fuel demand. Investors in 2023 are expected to keep taking a cautious approach, wary of interest rate hikes and possible recessions.Natural gas markets ended 2022 with strong gains after a global energy crisis triggered by the Russia-Ukraine war stoked prices, and tighter supplies expected in 2023 could fuel more gains. U.S. gas futures jumped by 17.8%, up for a third consecutive year.Soybeans and corn both ended the year up around 14%, as severe drought in Argentina raised concerns about South America's crop. Going forward, food-commodity prices are likely to stay elevated. Wheat production is unlikely to replenish depleted world inventories, at least in the first half of 2023, while crops producing edible oils are suffering from adverse weather in Latin America and Southeast Asia.","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950993324,"gmtCreate":1672632062668,"gmtModify":1676538713813,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"😂&nbsp;","listText":"😂&nbsp;","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9950993324","repostId":"1105874821","repostType":4,"repost":{"id":"1105874821","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":1672621372,"share":"https://www.laohu8.com/m/news/1105874821?lang=&edition=full","pubTime":"2023-01-02 09:02","market":"us","language":"en","title":"2022 Recap: Top 10 ETFs' Performance","url":"https://stock-news.laohu8.com/highlight/detail?id=1105874821","media":"Tiger Newspress","summary":"Energy ETFs dominated 2022’s top funds.","content":"<html><head></head><body><p>Energy ETFs dominated 2022’s top funds. The top-performing ETF, once you filter out leveraged and inverse products, was <a href=\"https://laohu8.com/S/TUR\">iShares MSCI Turkey ETF</a> with a monster return of 105.81% through Dec. 31.</p><p><img src=\"https://static.tigerbbs.com/38f8ec750fb75826f2193bf24322d6fa\" tg-width=\"1407\" tg-height=\"1996\" referrerpolicy=\"no-referrer\"/>Turkey’s lira plummeted during the year while inflation soared as high as 80%. However, that was what drove the stock market’s outstanding performance, as domestic investors plowed in assets to hedge against skyrocketing prices.</p><p>Despite its outsized returns, U.S. investors aren’t taking the bait, and the fund has seen $82.8 million in outflows year-to-date. Indeed, a recentBloomberg articlenotes that foreign ownership of Turkish stocks hit record lows.</p><p>The top performers are energy related with one exception. The $2.6 billion <a href=\"https://laohu8.com/S/OIH\">VanEck Oil Services ETF </a> was in the No. 2 spot with a gain of 66.17%, followed by the <a href=\"https://laohu8.com/S/IEZ\">iShares U.S. Oil Equipment &amp; Services ETF</a> with a return of 65.74%.</p><p>Ultimately the remaining energy funds in the top 10 ETFs in terms of returns were up anywhere from 58.27% (the <a href=\"https://laohu8.com/S/PXE\">Invesco Dynamic Energy Exploration &amp; Production ETF</a>) to 64.17% ( <a href=\"https://laohu8.com/S/XLE\">Energy Select Sector SPDR Fund </a>). Almost all of those were equity funds; however, the United States 12-Month <a href=\"https://laohu8.com/S/UNL\">Natural Gas Fund LP </a> was in the mix with a return of 57%. The fund invests in natural gas futures via a laddered strategy that maintains equal-weight exposure to the 12 nearest-month NYMEX natural gas futures.</p><p>According to data from the Bureau of Labor Statistics, energy costs for Americans saw an average increase of 13% year-over-year as of November.</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>2022 Recap: Top 10 ETFs' Performance</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\">\n2022 Recap: Top 10 ETFs' Performance\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\">2023-01-02 09:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Energy ETFs dominated 2022’s top funds. The top-performing ETF, once you filter out leveraged and inverse products, was <a href=\"https://laohu8.com/S/TUR\">iShares MSCI Turkey ETF</a> with a monster return of 105.81% through Dec. 31.</p><p><img src=\"https://static.tigerbbs.com/38f8ec750fb75826f2193bf24322d6fa\" tg-width=\"1407\" tg-height=\"1996\" referrerpolicy=\"no-referrer\"/>Turkey’s lira plummeted during the year while inflation soared as high as 80%. However, that was what drove the stock market’s outstanding performance, as domestic investors plowed in assets to hedge against skyrocketing prices.</p><p>Despite its outsized returns, U.S. investors aren’t taking the bait, and the fund has seen $82.8 million in outflows year-to-date. Indeed, a recentBloomberg articlenotes that foreign ownership of Turkish stocks hit record lows.</p><p>The top performers are energy related with one exception. The $2.6 billion <a href=\"https://laohu8.com/S/OIH\">VanEck Oil Services ETF </a> was in the No. 2 spot with a gain of 66.17%, followed by the <a href=\"https://laohu8.com/S/IEZ\">iShares U.S. Oil Equipment &amp; Services ETF</a> with a return of 65.74%.</p><p>Ultimately the remaining energy funds in the top 10 ETFs in terms of returns were up anywhere from 58.27% (the <a href=\"https://laohu8.com/S/PXE\">Invesco Dynamic Energy Exploration &amp; Production ETF</a>) to 64.17% ( <a href=\"https://laohu8.com/S/XLE\">Energy Select Sector SPDR Fund </a>). Almost all of those were equity funds; however, the United States 12-Month <a href=\"https://laohu8.com/S/UNL\">Natural Gas Fund LP </a> was in the mix with a return of 57%. The fund invests in natural gas futures via a laddered strategy that maintains equal-weight exposure to the 12 nearest-month NYMEX natural gas futures.</p><p>According to data from the Bureau of Labor Statistics, energy costs for Americans saw an average increase of 13% year-over-year as of November.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IEZ":"iShares Dow Jones U.S. Oil Equip","IYE":"iShares U.S. Energy ETF","XLE":"SPDR能源指数ETF","VDE":"Vanguard Energy ETF","PXJ":"Invesco Oil & Gas Services ETF","XES":"SPDR S&P Oil & Gas Equipment & Services ETF","TUR":"土耳其ETF-iShares MSCI","OIH":"石油服务ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105874821","content_text":"Energy ETFs dominated 2022’s top funds. The top-performing ETF, once you filter out leveraged and inverse products, was iShares MSCI Turkey ETF with a monster return of 105.81% through Dec. 31.Turkey’s lira plummeted during the year while inflation soared as high as 80%. However, that was what drove the stock market’s outstanding performance, as domestic investors plowed in assets to hedge against skyrocketing prices.Despite its outsized returns, U.S. investors aren’t taking the bait, and the fund has seen $82.8 million in outflows year-to-date. Indeed, a recentBloomberg articlenotes that foreign ownership of Turkish stocks hit record lows.The top performers are energy related with one exception. The $2.6 billion VanEck Oil Services ETF  was in the No. 2 spot with a gain of 66.17%, followed by the iShares U.S. Oil Equipment & Services ETF with a return of 65.74%.Ultimately the remaining energy funds in the top 10 ETFs in terms of returns were up anywhere from 58.27% (the Invesco Dynamic Energy Exploration & Production ETF) to 64.17% ( Energy Select Sector SPDR Fund ). Almost all of those were equity funds; however, the United States 12-Month Natural Gas Fund LP  was in the mix with a return of 57%. The fund invests in natural gas futures via a laddered strategy that maintains equal-weight exposure to the 12 nearest-month NYMEX natural gas futures.According to data from the Bureau of Labor Statistics, energy costs for Americans saw an average increase of 13% year-over-year as of November.","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9927416536,"gmtCreate":1672557241125,"gmtModify":1676538705075,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9927416536","repostId":"1113081958","repostType":4,"repost":{"id":"1113081958","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":1672535370,"share":"https://www.laohu8.com/m/news/1113081958?lang=&edition=full","pubTime":"2023-01-01 09:09","market":"us","language":"en","title":"Reminder: U.S. Market Closed for New Year's Day on Monday, Jan. 2, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1113081958","media":"Tiger Newspress","summary":"The New Year has arrived, please take note of the trading hours during the holiday period and make n","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/a3325f9177c7cac9e0526b4554c62cd7\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>The New Year has arrived, please take note of the trading hours during the holiday period and make necessary preparations in advance.</p><p>The U.S. market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Singapore market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Hong Kong market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Australian market will be closed at local time on Monday, Jan. 2, 2023.</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>Reminder: U.S. Market Closed for New Year's Day on Monday, Jan. 2, 2023</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\">\nReminder: U.S. Market Closed for New Year's Day on Monday, Jan. 2, 2023\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\">2023-01-01 09:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><img src=\"https://static.tigerbbs.com/a3325f9177c7cac9e0526b4554c62cd7\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>The New Year has arrived, please take note of the trading hours during the holiday period and make necessary preparations in advance.</p><p>The U.S. market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Singapore market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Hong Kong market will be closed at local time on Monday, Jan. 2, 2023.</p><p>The Australian market will be closed at local time on Monday, Jan. 2, 2023.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113081958","content_text":"The New Year has arrived, please take note of the trading hours during the holiday period and make necessary preparations in advance.The U.S. market will be closed at local time on Monday, Jan. 2, 2023.The Singapore market will be closed at local time on Monday, Jan. 2, 2023.The Hong Kong market will be closed at local time on Monday, Jan. 2, 2023.The Australian market will be closed at local time on Monday, Jan. 2, 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9924775624,"gmtCreate":1672337767468,"gmtModify":1676538675407,"author":{"id":"3570795138700824","authorId":"3570795138700824","name":"assassinyj","avatar":"https://static.tigerbbs.com/c5c10786bc09238ddcb1c4b89e9cfa6e","crmLevel":5,"crmLevelSwitch":1},"themes":[],"htmlText":"😄","listText":"😄","text":"😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9924775624","repostId":"1137209740","repostType":4,"repost":{"id":"1137209740","pubTimestamp":1672328467,"share":"https://www.laohu8.com/m/news/1137209740?lang=&edition=full","pubTime":"2022-12-29 23:41","market":"us","language":"en","title":"Tesla: A Generational Buying Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1137209740","media":"Seekingalpha","summary":"Its stock is undervalued intrinsically and relative to historic multiples.","content":"<html><head></head><body><h3>Summary</h3><ul><li>Tesla is one of the world&#39;s largest EV makers and an innovative powerhouse in areas from solar to self-driving.</li><li>The company has continued to produce strong financial results, beating both top and bottom line estimates in Q3,22.</li><li>A Twitter poll requested Elon Musk step down as the CEO of Twitter, which I suspect will benefit Tesla shareholders if he follows through.</li><li>Its stock is undervalued intrinsically and relative to historic multiples.</li></ul><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a> is one of the world&#39;s largest EV makers and one of the most popular stocks in the world. The company was catapulted into stardom during the stimulus-fueled bull market of 2020, which sent the company fromnear bankruptcy to an S&amp;P 500, trillion-dollar titan. This tremendous bull run meant Tesla&#39;s stock price increased by over 1,300% and made many investors &#34;Teslanaires&#34;. However, since the macroeconomic environment changed in November 2021, as thehighinflation numbers were released, Tesla has become a rollercoaster for investors. The stock price has now been butchered by 73% from its all-time highs, with a 44% decline in December alone. This looks to have been driven by a series of macroeconomic factors. In addition, to a serious amount of stock selling by founder Elon Musk (which I will discuss more on in the Risks) section. There have also been somereportsof a production cut in January 2023, expected at Tesla&#39;s Shanghai factory. Although the company hasn&#39;t confirmed this yet. With all this bad news you may wonder why I am bullish on the stock? There are a few reasons for this, of course, we know about the company&#39;s leadership position and technology innovation. In addition, Tesla customers are nowpoisedto benefit from a $7,500 EV tax incentive which was offered thanks to the &#34;anti-inflation act&#34; and should boost EV demand. Its stock is also deeply undervalued intrinsically. In this post, I&#39;m going to review its financials, outline production updates, and revisit its valuation. Let&#39;s dive in.</p><p><img src=\"https://static.tigerbbs.com/7a79a1ea5bc04bd0f7d6b837085e569e\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data byYCharts</p><h3>Strong Financials</h3><p>Tesla generated strong financialresultsfor the third quarter of 2022. Revenue increased by a rapid 56% year over year to a record $21.45 billion, which was a strong positive. However, it did miss analyst estimates by $428.34 million. This was mainly driven by unfavorable foreign exchange headwinds, as a rising dollar impacted international revenue. Overall vehicle deliveries increased by 42% year over year to 343,830 units. The Model Y drove the majority of sales, followed by the Model S.</p><p><img src=\"https://static.tigerbbs.com/20b64a3820209ed9456f87830d2189af\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>Theaf orementioned tax credit is for EV vehicles that sell for below $55,000 and thus this includes Tesla&#39;s best-selling models 3 and Y. However, with options attached to the models, this will likely go over the tax rate availability. I did notice Tesla has relatively few low-cost (below $50,000 models) available on its website, within 200 miles of Rodeo Drive LA. I suspect the tax credit has helped to boost sales of low-value models already, which is a positive. I did notice Tesla is offering 10,000 miles of free supercharging which looks to be an incentive to boost demand further.</p><p><img src=\"https://static.tigerbbs.com/57567a6966f9a88dec06edea0df2921f\" tg-width=\"640\" tg-height=\"431\" referrerpolicy=\"no-referrer\"/></p><p>Tesla vehicle stock (Tesla website, author search)</p><p>As of the third quarter of 2022, Tesla ramped up its production by 54% YoY to 365,923 vehicles. The latestdata(November 2022) shows Tesla still dominates the electric vehicle market in the U.S.A, with 65% market share. However, it should be noted that its market share has declined from the 79% in 2020. For many years, bearish analysts have said &#34;competition is coming&#34; for Tesla, but now it looks as though they are finally starting to eat market share.</p><p><img src=\"https://static.tigerbbs.com/be8f129b31bd55450cd9d2b4db301535\" tg-width=\"640\" tg-height=\"283\" referrerpolicy=\"no-referrer\"/></p><p>Tesla market share (Electrek)</p><p>Ford is the second largest EV maker in the U.S. but still trails Tesla massively with just 7% market share. The company produces the F-150 which is the most popular vehicle sold in the U.S. Its new EV version of the F-150 isforecastto be released in 2023 and thus I believe this will be a major driver of sales. A positive for Tesla is the entire EV market is growing and thus the pie is getting bigger for all manufacturers. According to one study, the EV industry is forecast to grow at a 23.1% CAGR and be worth over $1.1 trillion by 2030.</p><p><img src=\"https://static.tigerbbs.com/3b8dd476696262c736d8202f0eb711b3\" tg-width=\"640\" tg-height=\"241\" referrerpolicy=\"no-referrer\"/></p><p>Ford 150 Electric (Ford Website, author screenshot)</p><p>A positive for Tesla is it doesn&#39;t have to convert traditional internal combustion engine facilities into EV manufacturing plants, like many traditional automakers. Tesla is vertically integrated from the ground up and has even developed unique pieces of equipment to manufacture its cars, such as the world&#39;s largest &#34;gigapress&#34;. Elon Musk has often stated in the past that producing a prototype or a low volume of vehicles is &#34;pretty easy&#34;, but manufacturing at scale is the challenging part. Tesla ramped up its Shanghai factory production in the third quarter and its Berlin factory also produced 2,000 model Y vehicles, although still in the early stages of a full ramp.</p><p>Tesla&#39;s rate of innovation is so great that when traditional auto manufacturers are thinking about breakfast, Tesla is already eating their lunch. For example, I recentlywatchedthe Tesla Semipresentationby Elon Musk, which is currently in production. The company has reinvented trucking with a smooth design which was tested in a state-of-the-art wind chamber, to maximize its range of 500 miles which was astonishing. The truck is also reportedly as &#34;easy to drive as a Model 3, with basically no training required&#34; according to Musk.</p><p><img src=\"https://static.tigerbbs.com/0285620745fdf8528607519819ead673\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>Tesla Semi(Tesla)</p><p>Tesla has also innovated on the charging front with new &#34;Megachargers&#34; announced, that enable charging at a staggering 1 megawatt. This basically means truck batteries can be charged up to 70% in 30 minutes, which is the average amount of time a truck driver will take on a refresh break. The uniquely designed Cybertruck is alsoreportedto start production in 2023 and will benefit from the &#34;Megachargers&#34;.</p><p>Tesla increased its energy storage deployed to 2,100 MWh, which increased by a substantial 62% year over year. The company did experience some supply chain constraints as demand continued to &#34;outstrip supply&#34;.</p><p><img src=\"https://static.tigerbbs.com/2e9768e93dfbc30a6ed7f6a616288ecd\" tg-width=\"640\" tg-height=\"311\" referrerpolicy=\"no-referrer\"/></p><p>Energy storage (Q3,22 report)</p><p>Tesla is also innovating on the artificial intelligence front as the company announced its beta Full self-driving and even humanoid robot concept called Optimus, which I have covered in greater detail in past posts. AI has recently seen a huge surge in popularity. The Open AI institute which was originally backed by Elon Musk released the popular ChatGPT, which some analysts believe could rival Google. I could envision a ChatGPT-like AI model embedded into the software of Optimus, which would make it a font of information while also assisting with tasks based upon prompts. This would truly create a &#34;superintelligence&#34; quite easily given the component pieces are all available.</p><p><img src=\"https://static.tigerbbs.com/f7fe2dfb674cd77a5935cb3ad7b34ca8\" tg-width=\"640\" tg-height=\"329\" referrerpolicy=\"no-referrer\"/></p><p>Tesla AI Day 2022(Tesla)</p><p>Tesla reported earnings per share of $0.95, which increased by a staggering 93.57% year over year and beat analyst estimates by $0.06. The company also has a strong balance sheet with $21,107 billion in cash and short-term investments. The company does have fairly high debt of $5.87 billion, but just $979 million of this is short term debt, due within the next 2 years.</p><h3>Advanced Valuation</h3><p>I have plugged the latest financials of Tesla into my discounted cash flow valuation model. I have forecasted 30% revenue growth for next year which is fairly conservative given past growth rates of above 50%. I have given a lower estimate due to the tepid macroeconomic environment forecasted. However, in years 2 to 5, I have forecasted a recovery with a 35% revenue growth rate per year.</p><p><img src=\"https://static.tigerbbs.com/500a6571bf014bc4f705876a2b54d81f\" tg-width=\"640\" tg-height=\"293\" referrerpolicy=\"no-referrer\"/></p><p>Tesla stock valuation (created by author Ben at Motivation 2 Invest)</p><p>To increase the accuracy of the valuation, I have capitalized R&amp;D expenses which has lifted net income. In addition, I have forecasted a pre-tax operating margin of 20% over the next 10 years, as the company scales and benefits from an increasing amount of cross-selling between its products.</p><p><img src=\"https://static.tigerbbs.com/f3b77d54dee36748f8aba2dbb017bd53\" tg-width=\"640\" tg-height=\"697\" referrerpolicy=\"no-referrer\"/></p><p>Tesla stock valuation (created by author Ben at Motivation 2 Invest)</p><p>Given these factors I get a fair value of $216 per share, the stock is trading at ~$109 per share at the time of writing and thus is ~50% undervalued.</p><p>As an extra data point, Tesla trades at a Price to Sales ratio = 4.52, which is 52% cheaper than its 5-year average.</p><p><img src=\"https://static.tigerbbs.com/8d2a4393b0790f345f095c860ebcc51f\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><h3>Risks-Elon Musk Selling/Twitter</h3><p>A key red flag is the continued sale of Tesla stock by Elon Musk. A mid-December SECfilingreports Elon Musk sold 22 million shares of Tesla stock, with a staggering value of $3.6 billion. Musk is known to have slept in Tesla&#39;s factory and is very committed to the company, but when he repeatedly sells stock, it does contradict this narrative.</p><p><img src=\"https://static.tigerbbs.com/7ab90b0248581ffdd6e1053e959dabb8\" tg-width=\"640\" tg-height=\"399\" referrerpolicy=\"no-referrer\"/></p><p>SEC filing(SEC/author annotation)</p><p>Musk may be selling shares to help pay down some of Twitter&#39;s debt, which he has previously made comments about. Many investors (including myself) believe Twitter is a major distraction to Elon Musk&#39;s mission at Tesla. In a recentvoteon Twitter, 57% of people asked Elon to step down as the CEO of Twitter, which he said he will abide by when he gets a replacement.</p><p><img src=\"https://static.tigerbbs.com/642e9c75c64b767a55648c6514f3739a\" tg-width=\"640\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/></p><p>CEO vote(Elon Musk Twitter)</p><p>Other risks include the forecasted recession and competition which I have previously discussed.</p><h3>Final Thoughts</h3><p>Tesla is a tremendous technology company with many competitive advantages from its manufacturing to technology and even its strong brand/community. Tesla has grown into its previously &#34;high&#34; valuation by continuing to generate strong financial results. Its stock is now deeply undervalued and thus this could be a great long-term investment. I do predict some short-term volatility over the next 12 months due to the recessionary environment, but Tesla&#39;s technology advantages should keep them ahead.</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>Tesla: A Generational Buying Opportunity</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: A Generational Buying Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-29 23:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4566840-tesla-stock-generational-buying-opportunity><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla is one of the world's largest EV makers and an innovative powerhouse in areas from solar to self-driving.The company has continued to produce strong financial results, beating both top ...</p>\n\n<a href=\"https://seekingalpha.com/article/4566840-tesla-stock-generational-buying-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4566840-tesla-stock-generational-buying-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1137209740","content_text":"SummaryTesla is one of the world's largest EV makers and an innovative powerhouse in areas from solar to self-driving.The company has continued to produce strong financial results, beating both top and bottom line estimates in Q3,22.A Twitter poll requested Elon Musk step down as the CEO of Twitter, which I suspect will benefit Tesla shareholders if he follows through.Its stock is undervalued intrinsically and relative to historic multiples.Tesla is one of the world's largest EV makers and one of the most popular stocks in the world. The company was catapulted into stardom during the stimulus-fueled bull market of 2020, which sent the company fromnear bankruptcy to an S&P 500, trillion-dollar titan. This tremendous bull run meant Tesla's stock price increased by over 1,300% and made many investors \"Teslanaires\". However, since the macroeconomic environment changed in November 2021, as thehighinflation numbers were released, Tesla has become a rollercoaster for investors. The stock price has now been butchered by 73% from its all-time highs, with a 44% decline in December alone. This looks to have been driven by a series of macroeconomic factors. In addition, to a serious amount of stock selling by founder Elon Musk (which I will discuss more on in the Risks) section. There have also been somereportsof a production cut in January 2023, expected at Tesla's Shanghai factory. Although the company hasn't confirmed this yet. With all this bad news you may wonder why I am bullish on the stock? There are a few reasons for this, of course, we know about the company's leadership position and technology innovation. In addition, Tesla customers are nowpoisedto benefit from a $7,500 EV tax incentive which was offered thanks to the \"anti-inflation act\" and should boost EV demand. Its stock is also deeply undervalued intrinsically. In this post, I'm going to review its financials, outline production updates, and revisit its valuation. Let's dive in.Data byYChartsStrong FinancialsTesla generated strong financialresultsfor the third quarter of 2022. Revenue increased by a rapid 56% year over year to a record $21.45 billion, which was a strong positive. However, it did miss analyst estimates by $428.34 million. This was mainly driven by unfavorable foreign exchange headwinds, as a rising dollar impacted international revenue. Overall vehicle deliveries increased by 42% year over year to 343,830 units. The Model Y drove the majority of sales, followed by the Model S.Data by YChartsTheaf orementioned tax credit is for EV vehicles that sell for below $55,000 and thus this includes Tesla's best-selling models 3 and Y. However, with options attached to the models, this will likely go over the tax rate availability. I did notice Tesla has relatively few low-cost (below $50,000 models) available on its website, within 200 miles of Rodeo Drive LA. I suspect the tax credit has helped to boost sales of low-value models already, which is a positive. I did notice Tesla is offering 10,000 miles of free supercharging which looks to be an incentive to boost demand further.Tesla vehicle stock (Tesla website, author search)As of the third quarter of 2022, Tesla ramped up its production by 54% YoY to 365,923 vehicles. The latestdata(November 2022) shows Tesla still dominates the electric vehicle market in the U.S.A, with 65% market share. However, it should be noted that its market share has declined from the 79% in 2020. For many years, bearish analysts have said \"competition is coming\" for Tesla, but now it looks as though they are finally starting to eat market share.Tesla market share (Electrek)Ford is the second largest EV maker in the U.S. but still trails Tesla massively with just 7% market share. The company produces the F-150 which is the most popular vehicle sold in the U.S. Its new EV version of the F-150 isforecastto be released in 2023 and thus I believe this will be a major driver of sales. A positive for Tesla is the entire EV market is growing and thus the pie is getting bigger for all manufacturers. According to one study, the EV industry is forecast to grow at a 23.1% CAGR and be worth over $1.1 trillion by 2030.Ford 150 Electric (Ford Website, author screenshot)A positive for Tesla is it doesn't have to convert traditional internal combustion engine facilities into EV manufacturing plants, like many traditional automakers. Tesla is vertically integrated from the ground up and has even developed unique pieces of equipment to manufacture its cars, such as the world's largest \"gigapress\". Elon Musk has often stated in the past that producing a prototype or a low volume of vehicles is \"pretty easy\", but manufacturing at scale is the challenging part. Tesla ramped up its Shanghai factory production in the third quarter and its Berlin factory also produced 2,000 model Y vehicles, although still in the early stages of a full ramp.Tesla's rate of innovation is so great that when traditional auto manufacturers are thinking about breakfast, Tesla is already eating their lunch. For example, I recentlywatchedthe Tesla Semipresentationby Elon Musk, which is currently in production. The company has reinvented trucking with a smooth design which was tested in a state-of-the-art wind chamber, to maximize its range of 500 miles which was astonishing. The truck is also reportedly as \"easy to drive as a Model 3, with basically no training required\" according to Musk.Tesla Semi(Tesla)Tesla has also innovated on the charging front with new \"Megachargers\" announced, that enable charging at a staggering 1 megawatt. This basically means truck batteries can be charged up to 70% in 30 minutes, which is the average amount of time a truck driver will take on a refresh break. The uniquely designed Cybertruck is alsoreportedto start production in 2023 and will benefit from the \"Megachargers\".Tesla increased its energy storage deployed to 2,100 MWh, which increased by a substantial 62% year over year. The company did experience some supply chain constraints as demand continued to \"outstrip supply\".Energy storage (Q3,22 report)Tesla is also innovating on the artificial intelligence front as the company announced its beta Full self-driving and even humanoid robot concept called Optimus, which I have covered in greater detail in past posts. AI has recently seen a huge surge in popularity. The Open AI institute which was originally backed by Elon Musk released the popular ChatGPT, which some analysts believe could rival Google. I could envision a ChatGPT-like AI model embedded into the software of Optimus, which would make it a font of information while also assisting with tasks based upon prompts. This would truly create a \"superintelligence\" quite easily given the component pieces are all available.Tesla AI Day 2022(Tesla)Tesla reported earnings per share of $0.95, which increased by a staggering 93.57% year over year and beat analyst estimates by $0.06. The company also has a strong balance sheet with $21,107 billion in cash and short-term investments. The company does have fairly high debt of $5.87 billion, but just $979 million of this is short term debt, due within the next 2 years.Advanced ValuationI have plugged the latest financials of Tesla into my discounted cash flow valuation model. I have forecasted 30% revenue growth for next year which is fairly conservative given past growth rates of above 50%. I have given a lower estimate due to the tepid macroeconomic environment forecasted. However, in years 2 to 5, I have forecasted a recovery with a 35% revenue growth rate per year.Tesla stock valuation (created by author Ben at Motivation 2 Invest)To increase the accuracy of the valuation, I have capitalized R&D expenses which has lifted net income. In addition, I have forecasted a pre-tax operating margin of 20% over the next 10 years, as the company scales and benefits from an increasing amount of cross-selling between its products.Tesla stock valuation (created by author Ben at Motivation 2 Invest)Given these factors I get a fair value of $216 per share, the stock is trading at ~$109 per share at the time of writing and thus is ~50% undervalued.As an extra data point, Tesla trades at a Price to Sales ratio = 4.52, which is 52% cheaper than its 5-year average.Data by YChartsRisks-Elon Musk Selling/TwitterA key red flag is the continued sale of Tesla stock by Elon Musk. A mid-December SECfilingreports Elon Musk sold 22 million shares of Tesla stock, with a staggering value of $3.6 billion. Musk is known to have slept in Tesla's factory and is very committed to the company, but when he repeatedly sells stock, it does contradict this narrative.SEC filing(SEC/author annotation)Musk may be selling shares to help pay down some of Twitter's debt, which he has previously made comments about. Many investors (including myself) believe Twitter is a major distraction to Elon Musk's mission at Tesla. In a recentvoteon Twitter, 57% of people asked Elon to step down as the CEO of Twitter, which he said he will abide by when he gets a replacement.CEO vote(Elon Musk Twitter)Other risks include the forecasted recession and competition which I have previously discussed.Final ThoughtsTesla is a tremendous technology company with many competitive advantages from its manufacturing to technology and even its strong brand/community. Tesla has grown into its previously \"high\" valuation by continuing to generate strong financial results. Its stock is now deeply undervalued and thus this could be a great long-term investment. I do predict some short-term volatility over the next 12 months due to the recessionary environment, but Tesla's technology advantages should keep them ahead.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[],"lives":[]}